EDWARD M KENNEDY INSTITUTE FOR THE UNITED STATES SENATE INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: EDWARD M KENNEDY INSTITUTE FOR THE UNITED STATES SENATE INC (EIN 27-0963869)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-05-24
IRS object ID: 202201449349301560
Schema version: 2021v4.2
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 J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-24T14:38:58-05:00	ReturnTs
Tax Period End	2021-12-31	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	2021-01-01	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	SUE HEILMAN	PersonNm
Person Title	INTERIM EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	6177407000	PhoneNum
Signature	2022-05-24	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	SUE	PersonFirstNm
Person Last	HEILMAN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

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	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	SUE HEILMAN	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	$9,120,652	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	18	VotingMembersGoverningBodyCnt
Voting Members Independent	18	VotingMembersIndependentCnt
Total Employee	31	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,751,573	PYContributionsGrantsAmt
CY Contributions Grants	$1,360,679	CYContributionsGrantsAmt
PY Program Service Revenue	$15,682	PYProgramServiceRevenueAmt
CY Program Service Revenue	$9,841	CYProgramServiceRevenueAmt
PY Investment Income	$175,024	PYInvestmentIncomeAmt
CY Investment Income	$1,667,824	CYInvestmentIncomeAmt
PY Other Revenue	-$21,771	PYOtherRevenueAmt
CY Other Revenue	$694,737	CYOtherRevenueAmt
PY Total Revenue	$1,920,508	PYTotalRevenueAmt
CY Total Revenue	$3,733,081	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	$2,232,545	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,219,908	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$623,621	CYTotalFundraisingExpenseAmt
PY Other Expenses	$4,675,225	PYOtherExpensesAmt
CY Other Expenses	$4,614,035	CYOtherExpensesAmt
PY Total Expenses	$6,907,770	PYTotalExpensesAmt
CY Total Expenses	$5,833,943	CYTotalExpensesAmt
PY Revenues Less Expenses	-$4,987,262	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$2,100,862	CYRevenuesLessExpensesAmt
Total Assets BOY	$124,855,214	TotalAssetsBOYAmt
Total Assets EOY	$123,530,650	TotalAssetsEOYAmt
Total Liabilities BOY	$61,298,908	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$57,938,920	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$63,556,306	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$65,591,730	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	$3,592,161	ExpenseAmt
Revenue	$19,686	RevenueAmt
Desc	SINCE OUR GRAND OPENING IN 2015, THE EDWARD M. KENNEDY INSTITUTE HAS OFFERED AWARD-WINNING, EXPERIENTIAL PROGRAMMING TO EDUCATE THE PUBLIC ABOUT OUR GOVERNMENT, TO ENCOURAGE CIVIL DISCOURSE, AND TO INSPIRE CIVIC ENGAGEMENT. IN RECENT YEARS, MORE THAN 20,000 STUDENTS AND ADULTS PARTICIPATED IN OUR INTERACTIVE PROGRAMS. IN 2021, AS A RESULT OF THE ONGOING GLOBAL PANDEMIC, WE CONTINUED TO OFFER THESE EXPERIENCES VIRTUALLY AND THOUSANDS OF STUDENTS AND ADULTS PARTICIPATED; AND IN THE FALL OF 2021, WE REOPENED TO IN-PERSON STUDENT GROUPS. WE ALSO CONTINUED TO DEVELOP THE PROGRAM NAMED "CIVIC CONVERSATIONS," ASSISTING 8TH THROUGH 12TH GRADE TEACHERS IN ACQUIRING THE SKILLS NECESSARY TO LEAD PRODUCTIVE CLASSROOM DISCUSSIONS ON DIFFICULT PUBLIC POLICY ISSUES. WE ALSO OPENED A NEW EXHIBIT CALLED 'STANDING UP FOR DEMOCRACY' FOCUSED ON HOW VOTING WORKS AND SENATOR KENNEDY'S EFFORTS ON THE IMPORTANT ISSUE OF VOTING RIGHTS IN THIS COUNTRY DURING HIS 47 YEAR CAREER IN THE SENATE.	Desc
Total Program Service Expenses	$3,592,161	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	Yes (1)	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	Yes (1)	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	54	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	31	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	18	GoverningBodyVotingMembersCnt
Independent Voting Member	18	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	THE ORGANIZATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
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

Form990 Part VII Section A Form990PartVIISectionAGrp (22 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/DIRECTOR	5.00	Yes (X)	Yes (X)	$0	$0	$0
VICTORIA REGGIE KENNEDY
BOARD PRESIDENT/DIRECTOR (TO 11/21)	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
BOB SHRUM
DIRECTOR (AS OF 3/21)	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 (AS OF 9/21)	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
ROY KAPANI
DIRECTOR (3/21-12/21)	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
CAROLINE ANGEL BURKE
VP OF EDUCATION	36.00			$133,785	$0	$27,571	Yes (X)
EILEEN DRISCOLL
CAPE HOUSE PROJECT MANAGER	36.00			$105,616	$0	$9,139	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$239,401	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$36,710	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 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	ED, AND CFO SERVICES	$310,103
DENTERLEIN
3 POST OFFICE SQUARE 701	BOSTON	MA	02109	CONSULTING PUBLIC RELATIONS	$134,330

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt
Government Grants	$603,938	GovernmentGrantsAmt
All Other Contributions	$756,741	AllOtherContributionsAmt
Total Contributions	$1,360,679	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	TICKET REVENUE	Desc
Business	611710	BusinessCd
Total Revenue Column	$9,841	TotalRevenueColumnAmt
Related Or Exempt Func Income	$9,841	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$9,841	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$305,596	TotalRevenueColumnAmt
Exclusion	$305,596	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$6,662,191	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$5,299,963	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,362,228	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,362,228	TotalRevenueColumnAmt
Exclusion	$1,362,228	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$772,500	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$87,608	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$684,892	TotalRevenueColumnAmt
Exclusion	$684,892	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
RENTALS	611710	$9,345	$9,345
OTHER INCOME	611710	$500	$500

Field	Value	IRS element (for citing)
Other Revenue Total	$9,845	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,733,081	TotalRevenueColumnAmt
Related Or Exempt Func Income	$19,686	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$2,352,716	ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$994,295	TotalAmt
Program Services	$519,838	ProgramServicesAmt
Management And General	$299,344	ManagementAndGeneralAmt
Fundraising	$175,113	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$22,943	TotalAmt
Program Services	$13,905	ProgramServicesAmt
Management And General	$6,257	ManagementAndGeneralAmt
Fundraising	$2,781	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$106,651	TotalAmt
Program Services	$65,566	ProgramServicesAmt
Management And General	$28,410	ManagementAndGeneralAmt
Fundraising	$12,675	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$96,019	TotalAmt
Program Services	$58,193	ProgramServicesAmt
Management And General	$26,187	ManagementAndGeneralAmt
Fundraising	$11,639	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$213,437	TotalAmt
Program Services	$110,987	ProgramServicesAmt
Management And General	$70,434	ManagementAndGeneralAmt
Fundraising	$32,016	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$150,110	TotalAmt
Program Services	$150,110	ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$255,773	TotalAmt
Management And General	$255,773	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$467,459	TotalAmt
Program Services	$248,871	ProgramServicesAmt
Management And General	$135,689	ManagementAndGeneralAmt
Fundraising	$82,899	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$237,790	TotalAmt
Program Services	$90,184	ProgramServicesAmt
Management And General	$18,421	ManagementAndGeneralAmt
Fundraising	$129,185	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$103,358	TotalAmt
Program Services	$63,446	ProgramServicesAmt
Management And General	$34,452	ManagementAndGeneralAmt
Fundraising	$5,460	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$86,120	TotalAmt
Program Services	$7,248	ProgramServicesAmt
Management And General	$66,604	ManagementAndGeneralAmt
Fundraising	$12,268	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,626,827	TotalAmt
Program Services	$1,212,685	ProgramServicesAmt
Management And General	$337,414	ManagementAndGeneralAmt
Fundraising	$76,728	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$840	TotalAmt
Management And General	$840	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$1,351,630	TotalAmt
Program Services	$995,610	ProgramServicesAmt
Management And General	$290,060	ManagementAndGeneralAmt
Fundraising	$65,960	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$120,691	TotalAmt
Program Services	$55,518	ProgramServicesAmt
Management And General	$48,276	ManagementAndGeneralAmt
Fundraising	$16,897	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$5,833,943	TotalAmt
Program Services	$3,592,161	ProgramServicesAmt
Management And General	$1,618,161	ManagementAndGeneralAmt
Fundraising	$623,621	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,506,289	BOYAmt
EOY	$1,371,690	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$525,479	BOYAmt
EOY	$10,066	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$146,500	BOYAmt
EOY	$135,000	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$344,467	BOYAmt
EOY	$271,504	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	$76,605	BOYAmt
EOY	$71,577	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$26,371,653	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$9,363,542	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$18,350,027	BOYAmt
EOY	$17,008,111	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$8,775,818	BOYAmt
EOY	$10,339,132	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$25,833,821	BOYAmt
EOY	$25,828,986	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$69,261,769	BOYAmt
EOY	$68,460,145	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$124,855,214	BOYAmt
EOY	$123,530,650	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$196,277	BOYAmt
EOY	$209,167	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
EOY	$110,240	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$598,600	BOYAmt
EOY	$677,137	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$60,504,031	BOYAmt
EOY	$56,942,376	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$61,298,908	BOYAmt
EOY	$57,938,920	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	$37,165,573	BOYAmt
EOY	$37,160,947	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$26,390,733	BOYAmt
EOY	$28,430,783	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$63,556,306	BOYAmt
EOY	$65,591,730	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$124,855,214	BOYAmt
EOY	$123,530,650	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$2,100,862	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$4,129,681	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$6,605	DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
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	$1,561,217	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,535,828	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,370,958	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,751,573	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,360,679	CurrentTaxYearAmt
Total	$13,580,255	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,561,217	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,535,828	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,370,958	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,751,573	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,360,679	CurrentTaxYearAmt
Total	$13,580,255	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$748,196	SubstantialContributorsTotAmt
Public Support Total170	$12,832,059	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$308,364	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$245,870	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$269,002	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$126,894	CurrentTaxYearMinus1YearAmt
Current Tax Year	$305,596	CurrentTaxYearAmt
Total	$1,255,726	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$65,600	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$37,750	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$35,250	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$32,202	CurrentTaxYearMinus1YearAmt
Current Tax Year	$15,765	CurrentTaxYearAmt
Total	$186,567	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$15,022,548	TotalSupportAmt
Gross Receipts Rltd Activities	$2,375,414	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.85420	PublicSupportCY170Pct
Public Support PY170	0.82280	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	$150,110	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$150,110	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$5,683,833	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$5,833,943	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$441,697	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$110,424	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	$625,626	CurrentYearMinus3Amt
Current Year Minus2	$753,220	CurrentYearMinus2Amt
Current Year Minus1	$495,382	CurrentYearMinus1Amt
Current Year	$441,697	CurrentYearAmt
Total	$2,315,925	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$3,473,888	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$61,000	CurrentYearMinus3Amt
Current Year Minus2	$60,000	CurrentYearMinus2Amt
Current Year Minus1	$97,500	CurrentYearMinus1Amt
Current Year	$150,110	CurrentYearAmt
Total	$368,610	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$156,407	CurrentYearMinus3Amt
Current Year Minus2	$188,305	CurrentYearMinus2Amt
Current Year Minus1	$123,846	CurrentYearMinus1Amt
Current Year	$110,424	CurrentYearAmt
Total	$578,982	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$868,473	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	$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$48,074,228	BeginningYearBalanceAmt
Investment Earnings Or Losses	$6,476,415	InvestmentEarningsOrLossesAmt
Other Expenditures	$2,811,364	OtherExpendituresAmt
End Year Balance	$51,739,279	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.00000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.75080	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.24920	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

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	$23,023,563	OtherCostOrOtherBasisAmt
Depreciation	$8,876,629	DepreciationAmt
Book Value	$14,146,934	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$645,590	OtherCostOrOtherBasisAmt
Depreciation	$486,913	DepreciationAmt
Book Value	$158,677	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$17,008,111	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	POOLED INVESTMENT FUND	Desc
Book Value	$25,828,986	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$25,828,986	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
RIGHT-OF-USE ASSETS OPERATING	$4,112
RIGHT-OF-USE ASSETS FINANCE	$68,456,033

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$68,460,145	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
OPERATING LEASE LIABILITY	$4,034
FINANCE LEASE LIABILITY	$56,938,342

Field	Value	IRS element (for citing)
Total Liability	$56,942,376	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$7,613,594	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$4,129,681	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$6,605	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$4,136,286	RevenueNotReportedAmt
Revenue Subtotal	$3,477,308	RevenueSubtotalAmt
Investment Expenses Not Incld	$255,773	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$255,773	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$3,733,081	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$5,578,170	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$5,578,170	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$255,773	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$255,773	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$5,833,943	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	$772,500	GrossReceiptsEvent1Amt
Charitable Contri Event1	$0	CharitableContriEvent1Amt
Gross Revenue Event1	$772,500	GrossRevenueEvent1Amt
Cash Prizes Event1	$122	CashPrizesEvent1Amt
Food And Beverage Event1	$12,906	FoodAndBeverageEvent1Amt
Entertainment Event1	$26,973	EntertainmentEvent1Amt
Other Direct Expenses Event1	$47,607	OtherDirectExpensesEvent1Amt
Gross Receipts Total	$772,500	GrossReceiptsTotalAmt
Gross Revenue Total Events	$772,500	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$122	CashPrizesTotalEventsAmt
Food And Beverage Total Events	$12,906	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$26,973	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$47,607	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$87,608	DirectExpenseSummaryEventsAmt
Net Income Summary	$684,892	NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Independent Consultant	Yes (X)	IndependentConsultantInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	CAROLINE ANGEL BURKE	PersonNm
Title	VP OF EDUCATION	TitleTxt
Base Compensation Filing Org	$133,785	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$5,372	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$22,199	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$161,356	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 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.
FORM 990, PART XII, LINE 2C:	THE FINANCE COMMITTEE HAS AN ANNUAL MEETING WITH THE INDEPENDENT AUDITORS TO REVIEW FINANCIAL STATEMENTS AND ANY FINDINGS. THE FINANCE COMMITTEE ALSO ASSUMES RESPONSIBILITY IN THE SELECTION OF THE INDEPENDENT ACCOUNTANTS.