Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
JOHN F KENNEDY LIBRARY FOUNDATION INC
Employer identification number
04-6113130
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
4,886,582
8,179,814
6,208,047
9,357,294
4,807,901
33,439,638
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
4,886,582
8,179,814
6,208,047
9,357,294
4,807,901
33,439,638
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
8,466,324
6
Public Support. Subtract line 5 from line 4.
24,973,314
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
7
Amounts from line 4..
4,886,582
8,179,814
6,208,047
9,357,294
4,807,901
33,439,638
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
989,801
1,120,689
789,970
963,086
965,316
4,828,862
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
11
Total support (Add lines 7 through 10).
38,268,500
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
393,652
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
65.258 %
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
66.557 %
16a
33 1/3% support test—2011.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2010.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2011.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public Support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13
Total support (Add lines 9, 10c, 11 and 12.).
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2011 (line 8 column (f) divided by line 13 column (f))
.........
15
16
Public support percentage from 2010 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2011 (line 10c column (f) divided by line 13 column (f))
......
17
18
Investment income percentage from 2010 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2011.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2010.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2011
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
JOHN F KENNEDY LIBRARY FOUNDATION INC
Employer identification number
04-6113130
Identifier
Return Reference
Explanation
Form 990, Part I, Line 1 and Part III, Line 1
The mission of the John F. Kennedy Library Foundation is to provide
financial support, staffing, and creative resources for the John F. Kennedy Presidential Library and Museum, whose core function is to collect, preserve, and make available for research the documents, audiovisual materials, and historic artifacts of President Kennedy, his family, and his contemporaries. While the Kennedy Presidential Library and Museum receives an annual federal appropriation for building maintenance and a portion of its personnel costs, the appropriation from Congress amounts to 28% of the library and foundation's annual operating budget. The balance is provided by income generated from admission fees to museum, museum store sales, usage fees for the library's meeting facilities, and through the generosity of thousands of private individuals, corporations, and foundations who donate money and in-kind services to the John F. Kennedy Library Foundation. In 2011, the Kennedy Library Foundation contributed approximately 53%, or $11.6 million, of the library and foundation's projected $21.8 million annual operating budget. THE FOUNDATION SUPPORTS library programs, the John F. Kennedy award programs, digital archive project, marketing and communication proGRAMS, the Kennedy library forums, and the 50th anniversary events of President Kennedy's administration. The Kennedy Library Foundation is united with the library in a common mission to promote the ideal of public service and political participation and to perpetuate President Kennedy's own belief that one person can make a difference and that every person should try.
Form 990, Part III, Line 4a
Digital Archives and Web Development - The John F. Kennedy Library Foundation worked with The National Archives and the John F. Kennedy Presidential Library and Museum to complete an online digital library consisting of the most important papers, documents, photographs, video and audio recordings of President John F. Kennedy for the purpose of making them accessible to citizens throughout the world. The projects' objectives were five-fold: the long-term preservation of administration records, photographs, documents, video and audio; online accessibility to a worldwide audience; enhance one's ability to search the collection using metadata; protecting historical assets through remote replication; and minimizing wear and tear on irreplaceable physical assets. At launch on January 13, 2011, the online digital archive featured approximately 200,000 pages; 300 reels of audio tape, containing more than 1,245 individual recordings of telephone calls, speeches and meetings; 300 museum artifacts; 72 reels of film; and 1,500 photos. Since launch, we have added to the online digital archives: over 5,500 new photographs from the White House Photograph collection, bringing the total on the site to over 7,000; approximately 28,000 additional pages of archival documents, including JFK's 1960 campaign files from Iowa, New Hampshire, and South Carolina; over 100 sound recordings from the Presidential Recordings series of the President's Office Files; almost 40 additional moving image files; and, images of 28 pieces of clothing belonging to Jacqueline Kennedy from the John F. Kennedy Museum Collection. In addition, many more items have been digitized since launch and are waiting to be cataloged: approximately 125,000 pages of archival documents, including the majority of JFK's 1960 Campaign Files, two series of the National Security Files ("Subjects" and "Meetings and Memoranda"), the White House Staff Files of Harris Wofford, and much of the White House Staff Files of Lee White; and over 5,000 White House photographs. The Digital Archives had over 600,000 visits in 2011. The Digital Archives project is heavily supported by student interns. The Foundation funds 20-40 interns per year. The Foundation supports the www.jfklibrary.org website, as well as the www.jfk50.org website that was created to invite young visitors to explore the legacy of JFK through the core themes of public service, science and innovation, civil rights, domestic affairs, the arts, foreign policy/diplomacy and the environment. Designed to engage a new generation around JFK's legacy, the JFK50.org website has been enhanced with additions to the Legacy Gallery, and downloadable exhibits, that allow teachers to create their own versions of JFK Library Museum exhibits in their classrooms. The website also offers video and audio podcasts of all Kennedy Library forums in high definition, in addition to offering live streaming of forums. A mobile version of www.jfklibrary.org was launched in September to provide easy access to information for potential visitors and to present material from our collections in a mobile-friendly experience. Some highlights of the mobile site are the ability to watch historic speeches of President Kennedy, register for forums, and search for audio, video, photographs and artifacts in the digital archives. The www.jfklibrary.org website had 2,818,689 visits in 2011. Mobile devices represented 12% of website visits by the end of 2011. The Foundation continued to support events in celebration of the 50th Anniversary of President Kennedy's administration. In addition to continued support of the JFK50.org website and the Digital Archive, the Foundation supported the development of The President's Desk, an interactive online module that allows students and other website visitors to sit virtually at President Kennedy's Oval Office desk and explore several multi-media presentations of historic aspects of his life and administration. The "You Be the President" exhibit gave young visitors the chance to step up to a podium set before a background featuring the January 20, 1961 inaugural scene and deliver some of the most stirring passages of John F. Kennedy's inaugural address. Museum visitors were guided by computerized visual prompts as they recited portions of the address to families and friends.
Form 990, Part III, Line 4b
Education and Public Programs - The Foundation continues to support the education and public programs to provide an extensive and diverse roster of programs for students and teachers, adults, families, and web visitors. They include history and civic education offerings, public forums on both contemporary issues and historical topics, gallery talks and demonstrations, and performing arts series. Programs are mission-driven and are audience-centered. These programs help people understand the history of JFK's era; promote debate and discussion of issues at the heart of contemporary democracy today that relate to the legacy of President Kennedy; promote engagement with the arts; and inspire current and future generations to political participation and public service. As part of the JFK50: Justice for All program, on Presidents' Day, February 20, 2012, the FDR, Truman, Eisenhower, Kennedy and Johnson presidential libraries convened a major symposium at the Kennedy Presidential Library on the "The Presidency and Civil Rights" in which leading historians, journalists, public intellectuals and activists examined the arc of presidential action and citizen protests that led to landmark civil rights legislation being introduced in the Kennedy administration and signed into law by President Lyndon B. Johnson. With the exception of web offerings, the vast majority of our audiences served through these programs are K-12 students and adult forum attendees. On average, the programs serve approximately 39,000 people a year. As the only presidential library in New England and the region's premier content-provider of educational resources focusing on 20th-century American history, social studies, and civics, through the support of the Foundation the Library is able to serve more than 17,000 students through in-depth guided and self-guided programs, and award-winning enrichment programs. School programs focus on history and/or civic education topics that are curriculum-relevant and mindful of state and national standards. History education programs feature a targeted exploration of the museum galleries paired with onsite classroom activities highlighting documentary source materials from the Library's collections. Civic education programs are geared largely to high school audiences. Opportunities are provided for students from rural, urban and suburban schools to examine together in a multi-school setting such contemporary issues as the federal budget, and give them the tools to be both informed and active citizens. A school program for large student groups from around the country features a docent-facilitated gallery offering highlighting key decisions of JFK's presidency. Programs are free for New England school groups. Free bus transportation to the Library for Boston and Lynn, MA Public Schools eliminates barriers to access for these under-resourced schools.
Form 990, Part III, Line 4c
Communications and Marketing - The Museum at the John F. Kennedy Presidential Library is the fifth largest paid attraction in the City of Boston. In 2011 the Museum had 194,024 Daytime Visitors. The Foundation provides direct support in promoting the Museum as a national and international tourist destination and attraction and to serve as the Library's representative to the travel and tourism. Marketing and Sales is responsible for promoting paid attendance to the Museum, representing the Museum at travel conferences, trade shows, domestic and international sales missions and group tour meetings; and overseeing the design and production of all marketing and promotional materials including rack cards, brochures, posters, displays, and subway stop directional signage. The Communications Department leads the institution's communication efforts by managing all media relations, orchestrating press events, editing and producing publications and printed materials, overseeing and producing website content, and utilizing new media and social marketing to engage on-line audiences. The communications team coordinates social media on Facebook, Twitter and YouTube, with over 32,000 followers on Facebook and Twitter, and over 1.5 million downloads on YouTube. There were also over 72,000 downloads of podcasts of President Kennedy's speeches from iTunes. The Foundation's Communications and Marketing Departments have come together to design and launch a monthly email marketing campaign that goes out to 23,000 recipients each month, providing updates on Library events and news, and offering curated content pulled from the Library's digital archives.
Form 990, Part III, Line 4d
The John F. Kennedy Profile in Courage Award is presented annually to public servants who have made courageous decisions of conscience without regard for the personal or professional consequences. The award is named for President Kennedy's 1957 Pulitzer Prize-winning book, Profiles in Courage, which recounts the stories of eight U.S. Senators who risked their careers, incurring the wrath of constituents or powerful interest groups, by taking principled stands for unpopular positions. The John F. Kennedy Library Foundation created the Profile in Courage Award in 1989 to honor President Kennedy's commitment and contribution to public service. In 2011 the award was presented to Elizabeth Redenbaugh, a New Hanover County, North Carolina School Board member who stood up against what she perceived as racial segregation in school redistricting plans, and Wael Ghonim and the people of Egypt, whose courageous demand for democratic reform inspired similar movements across the Middle East.
Governance, Management and Disclosure
Form 990, Part VI, Line 2
Caroline Kennedy, Edwin Schlossberg - Family Relationship Sumner M. Redstone, Shari E. Redstone - Family Relationship
Form 990, Part VI, Line 11
The Foundation staff prepares information and provides to a public accounting firm and the return is prepared and reviewed by a public accounting firm that signs as paid preparer. As part of a formal meeting, the audit committee performs a detailed review of the form 990 with management. Subsequent to their satisfactory review, the full board of directors receives the final form 990 prior to filing. All questions are answered and resolved by management prior to filing the documents with the IRS.
Form 990, Part VI, Line 15b
The board of directors has established a compensation committee comprised of independent members, for which they have the delegated authority to review all compensation matters. This committee meets at least annually, if not more frequently, to review the compensation of the Ceo and key employees. The committee has hired a compensation consultant to prepare comparable data which is relied upon to make compensation decisions. Minutes of each meeting are prepared and approved by the committee within 60 days.
Form 990, Part VI, Line 19
Financial statements are available to the public upon written or verbal request. They are also filed annually with Form MA PC filed with the Massachusetts Attorney General's Office. Certain governing documents are available at the Massachusetts Secretary of State's office. The conflict of interest policy is available upon written or verbal request.
Form 990, Part XI, Line 5
Net Unrealized LOSS on Investments is ($3,390,051)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.