Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (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 listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 9,357,294 | 4,807,901 | 3,769,998 | 4,862,725 | 5,709,469 | 28,507,387 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 9,357,294 | 4,807,901 | 3,769,998 | 4,862,725 | 5,709,469 | 28,507,387 |
| 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).. | 7,743,887 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 20,763,500 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 9,357,294 | 4,807,901 | 3,769,998 | 4,862,725 | 5,709,469 | 28,507,387 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 963,086 | 965,316 | 1,133,902 | 1,346,407 | 1,859,408 | 6,268,119 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 0 | |||||
| 11 | Total support Add lines 7 through 10. | 34,775,506 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
||||
| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| Form 990, Part I, Line 1 and Part III, Line 1 | Mission: The primary mission of the John F. Kennedy Library Foundation is to support the work of the John F. Kennedy Presidential Library and Museum whose core function is to collect, preserve, and make available for research the documents, audiovisual material and memorabilia of President Kennedy, his family, and his contemporaries. The Foundation, representing a wide variety of constituencies within the general public, works closely with the National Archives and Records Administration to develop programs that advance the study and understanding of President Kennedys life and the times in which he lived; and that promote a greater appreciation of Americas political and cultural heritage, the process of governing, and the importance of public service. In addition to its support of the Kennedy Library, the Kennedy Library Foundation directly sponsors programs and activities that help people understand the major challenges facing democracy today; that inspire current and future generations to political participation and public service; and that promote debate and discussion of issues at the heart of contemporary democracy that relate to the legacy of President John F. Kennedy. LONG RANGE STRATEGIC PLAN VISION To inspire the world to "ask not what your country can do for you, but what you can do for your country." MISSION: To inspire public service, civic responsibility, civil rights, scientific discovery and creative cultural pursuits by preserving and promoting the legacy of President John F. Kennedy; to engage new and established audiences so they may learn how to translate these legacies into action. Values: The Board values the ideals articulated by President John F. Kennedy and seeks to promote civil discourse, civil rights, civic literacy, diversity, public and community service, and responsible citizenship. The Board commits to support the efforts of the John F. Kennedy Presidential Library to inspire current and future generations to explore science and technology, culture and creativity, issues of war and peace, and problems of ignorance and prejudice. The Board understands that the privileges of a nation's citizens can be no greater than their obligations, and that the protection of individual rights depends upon the performance of our civic responsibilities. THE KENNEDY PRESIDENTIAL LIBRARY AND MUSEUM RECEIVES AN ANNUAL FEDERAL APPROPRIATION FOR BUILDING MAINTENANCE AND A PORTION OF ITS PERSONNEL COSTS. THE BALANCE OF FINANCIAL SUPPORT 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. |
| Form 990, Part III, Line 4a | Museum Support - One of Boston's most popular destinations for visitors from all nations, the Kennedy Library is an architectural masterpiece designed by I.M. Pei. The museum features 25 multimedia exhibits and period settings from the White House providing visitors of all ages an opportunity to experience "first hand" President Kennedy's life, leadership and legacy. Beginning with a 17-minute film narrated by President Kennedy, visitors step back into the recreated world of the early 1960s and witness the first televised presidential debate; accompany first lady Jacqueline Bouvier Kennedy on her televised tour of the White House; sit in on press conferences with the President; stroll through White House corridors; witness Cabinet meetings during the Cuban Missile Crisis, and observe the president's televised address from the Oval Office on the Civil Rights crisis. In 2014 The John F. Kennedy Presidential Library and Museum attracted 180,149 visitors, including 37,585 children from all over the world. Beginning in the spring of 2014 the Foundation supported a major upgrade to the John F. Kennedy Library Museum, which made notable technology and design upgrades to the museum exhibits. The project included overhauling and adding to the existing museum technology infrastructure, creating an immersive, interactive experience that will engage new audiences in learning about President John F. Kennedy, his era, and his administration in fresh and dynamic ways. The addition of new technology to the museum provided the platform to showcase recently restored and digitized audio visual material from the Library's archives. Nearly 500 hours of footage documenting the most historic moments of the Kennedy administration were restored or digitally enhanced through an in-kind gift. Life-sized projections of some of this footage, along with documents, audio and video from the Library's extensive digital archives, will give visitors a "you are there" experience. |
| Form 990, Part III, Line 4b | Communications, marketing and social media - The John F. Kennedy Library Foundation supported the advertising and marketing of the John F. Kennedy Presidential Library and Museum, which is one of the top ten paid museums in the Greater Boston Area. Marketing initiatives also included the initial phase of installing an exhibit at Terminal A at the logan airport on Innovation and the JFK Presidency. The Foundation also promoted the temporary Superman exhibit through various outlets. The Foundation focused on developing the engagement of new and younger audiences by encouraging them to be co-creators of content through social media and on the web; and to use President Kennedy's record and ideas as a platform for inspiring new generations. Following the highly successful historical Twitter feed project documenting John F. Kennedy's campaign and presidency in real time, the Kennedy Library has launched a new Twitter project that inserts President Kennedy's words and ideas into the modern-day conversations that take place on the Twitter platform in order to illustrate their ongoing relevancy today. The feed - @JFKsaid - is populated entirely by quotations by John F. Kennedy based on current events, trending topics on social media, and other contemporary connections. The Foundation also worked on the development of a new JFK for Kids smartphone application focusing on the life and legacy of President Kennedy, introducing young audiences to our 35th President and inspiring them with his spirit of volunteerism, civic engagement and the idea that one person can make a difference, and everyone should try. The Foundation continued to develop and support the JFK Library website, which provides access to the online digital archives. The website has drawn 3,860,574 visits. There were 543,388 page views on education pages and 1,622,264 page views on the digital assets pages. There were 3,874,860 page views on the JFK section of the site, which includes bios on JFK, the family and his speeches, among other elements. In 2014 the materials added to the digital archives included the Civil Rights series of the Burke Marshall Personal Papers; 3,500 images from the White House Photographs; Edward R. Murrow speeches from the United States Information Agency Audio Recordings; and 10 boxes from the National Security Files Meetings and Memoranda Series. |
| Form 990, Part III, Line 4c | Education - More than 5,800 elementary, middle, and high school students participated in the in-depth Museum programs and docent-facilitated school offerings featuring JFK's life story, his Inaugural Address, civil rights, Cold War, and other targeted, curricular-relevant topics. The Fourth Annual President's Day Family Festival broke all previous attendance records for the event and for paid admission to the Museum in 2014 with over 1700 adults and children. These new generations engaged in programs and activities highlighting the Kennedy legacy such as a special presentation by an MIT Museum curator on presidential rocket models and a hands on project of making and simulating the descent of a space capsule; as well as gallery tours, presidential press opportunities with Thomas Jefferson and John Adams, and life in the White House with Abigail Adams and Dolley Madison. The 11th annual Celebrate! series presented an exciting roster of eight programs ranging from Hispanic and American folk music to African and Irish dance traditions, introducing the youngest visitors including members of Boys' and Girls' Clubs to the Library through the Kennedys' legacy of support for the arts and their appreciation of diverse cultural traditions. Following events marking the November 22 anniversary, the "To Light the World: Stories of Hope and Courage for Challenging Times" conference was held for teachers and school librarians of grades 3-8 focused on how to help meet students' needs for inspiration in a complex, often frightening world and for creative ways to engage them with issues of concern. The program co-sponsored by the department and the Kennedy National Historic Site served 110 participants from the region. Recognizing that participants will use conference and related online materials with their classes, through the "multiplier effect", approximately 3,300 students and other educators were potentially reached by this program. The Museum's docent program trained five new young adult volunteers who joined other younger and older members of the corps to serve as ambassadors for the Library in engaging audiences from around the country and the world with the president's life story and legacy. Docent programs have served more than 9,400 visitors and students to date this year. The annual "Make a Difference Award" for middle school grades highlighted the achievements of 100 regional student volunteers, while the Profile in Courage Essay Contest put a spotlight on the research and writing talents of national high school essayists who identified outstanding individuals who have demonstrated political courage. And, more than 1,000 urban, rural, and suburban high school students, acting as economic advisors to the president, co-created a discretionary US Federal Budget in the annual simulation program. Kennedy Library Forums reached more than 5,500 adults and older students and hundreds of thousands more through rebroadcasts on WBUR. Highlights included the "50th Anniversary of the Civil Rights Act" with Todd Purdum; "A Conversation with Billy Collins" (former Poet Laureate); and "A Conversation with Senator Elizabeth Warren" who discussed her new memoir with political commentator E.J. Dionne. "A Concert of Hope and Peace" with the Hawthorne String Quartet marked the one-year anniversary of the Boston Marathon bombings and was presented as part of the citywide collaboration, Bostonbetter.org. |
| Form 990, Part III, Line 4d | Digital Archives and Archival Support - In addition to the digital archives accomplishments noted in the communications accomplishments, the Archives conserved approximately 90% of the incoming correspondence materials from the Ernest Hemingway Collection. The Ernest Hemingway Collection spans Ernest Hemingways entire career and contains ninety percent of his extant manuscript materials, making the Kennedy Library the worlds principal center for research on the life and work of this author. The Hemingway Collection also includes thousands of letters and miscellaneous documents; ten thousand photographs; and Hemingways personal collection of press clippings and ephemera. The Foundation supported the John F. Kennedy Presidential Library archives internship program, with 51 internships in the processing, audio visual and digitization departments. |
| Governance, Management and Disclosure | Form 990, Part VI, Line 2 Edwin Schlossberg & Tatiana Schlossberg - Family Relationship Sumner M. Redstone, Shari E. Redstone - Family Relationship |
| Form 990, Part VI, Line 11 | The Foundation staff prepares tax information and provides it 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 12C ON AN ANNUAL BASIS, THE FOUNDATION DISTRIBUTES CONFLICT OF INTEREST QUESTIONNAIRES WHICH THE BOARD MEMBERS COMPLETE AND RETURN. MANAGEMENT OF THE FOUNDATION REVIEWS THE RETURNED QUESTIONNAIRES FOR COMPLIANCE. IF A CONFLICT IS DISCOVERED IT IS ESCALATED TO THE APPROPRIATE PARTY WITHIN THE ORGANIZATION. |
| 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, Lines 18 and 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 is available upon request and on guidestar.org. |
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