Reports and Plans | Smithsonian Institution (2024)

General Information

Financial and philanthropic support is outlined in ourAnnual Reports. The Smithsonian receives funding from federal government appropriations, other governmental entities, and private sources. Public dollars conserve national collections; sustain basic research; educate the public; provide for administrative and support services; and operate, maintain, and protect the large Smithsonian museum and research complexes. Private funds leverage federal dollars and provide the critical difference for endowing positions, carrying out innovative research, developing and building new facilities, opening groundbreaking exhibitions, reaching out to America’s diverse communities, and expanding and strengthening national collections.

Organizational Chart (PDF)

Strategic Plan


Our Shared Future: Smithsonian 2027

    Annual Performance Plan

    Short-term goals and performance objectives focus the Smithsonian's resources on priorities for major construction projects; securing the funding necessary to address maintenance and revitalization of building; opening new exhibitions and updating others that will have tremendous public impact; improving visitor services; and strengthening stewardship of the national collections.

    Annual Performance Plan: Fiscal Year 2023 (PDF)

    Management's Discussion and Analysis

    The Smithsonian Institution's management and financial controls systems provide reasonable assurance that the Institution's programs and resources are protected from fraud, waste, and misuse.

    Management's Discussion and Analysis: Fiscal Year 2023 (PDF)

    Congressional Justifications

    Congressional Budget Justifications (PDF Reports)

    • FY 2025
    • FY 2024
    • FY 2023
    • FY 2022
    • FY 2021
    • FY 2020
    • FY 2019
    • FY 2018
    • FY 2017
    • FY 2016

    Contingency Plan – Lapse of Appropriation

    Contingency Plan: September 2023

    Office of Inspector General Reports to Congress

    The Office of the Inspector General was established, in part, to provide a means for keeping the head of the Smithsonian Institution and the Congress fully and currently informed about problems and deficiencies relating to Institution programs and operations, and the necessity for and progress of corrective actions.The Office of the Inspector General fulfills this responsibility through semiannual reporting, as required by theInspector General Act of 1978,as amended, testimony, and other means as the Inspector General finds necessary.

    Audited Financial Statements

    PDF Reports:

    • FY 2023
    • FY 2022
    • FY 2021
    • FY 2020
    • FY 2019
    • FY 2018
    • FY 2017

    Please contact us for alternative formats:202.633.7050

    Tax Returns: Form 990

    Return of Organization Exempt From Income Tax, Form 990
    10/1/22 through 9/30/23

    Return of Organization Exempt From Income Tax, Form 990
    10/1/21 through 9/30/22 (PDF)

    Return of Organization Exempt From Income Tax, Form 990
    10/1/20 through 9/30/21 (PDF)

    Return of Organization Exempt From Income Tax, Form 990
    10/1/19through 9/30/20 (PDF)

    Return of Organization Exempt From Income Tax, Form 990
    10/1/18through 9/30/19(PDF)

    Return of Organization Exempt From Income Tax, Form 990
    10/1/17through 9/30/18(PDF)

    Return of Organization Exempt From Income Tax, Form 990
    10/1/16through 9/30/17(PDF)

    Return of Organization Exempt From Income Tax, Form 990
    10/1/15 through 9/30/16 (PDF)

    Office of Investments Diversity and Inclusion Report

    The Office of Investments was established in 2006 to oversee and manage the Smithsonian Endowment as a long-term pool of capital and is overseen by the Regents Investment Committee. The Smithsonian Endowment is made up of 726 endowments managed as a pool.

    The goal for the Endowment is to help build the financial foundation of the Smithsonian Institution to sustain and preserve future growth; provide an annual reliable source of unrestricted funds; support programs at the heart of our mission, not supported by federal dollars.

    U.S. Government Accountability Office Reports

    2016Cultural Property:Protection of Iraqi and Syrian Antiquities(GAO-16-673)

    2013 Congressionally Chartered Organizations:Key Principles forLeveraging NonfederalResources (GAO-13-549)

    2011 Smithsonian Institution:Much Work StillNeeded to Identifyand Repatriate IndianHuman Remainsand Objects (GAO-11-515)

    2009 Smithsonian Institution:Implementation of Governance Reforms Is Progressing, but Work Remains(GAO-10-190R)

    2008 GAO Report on Smithsonian Governance: “Board of Regents Has Implemented Many Governance Reforms, but Ensuring Accountability and Oversight Will Require Ongoing Action”(GAO-08-632)

    • Smithsonian Response, May 6, 2008 (PDF)
    • Board of Regents ResponseMay 7, 2008 (PDF)

    2007 GAO Report on Funding Challenges Affect Facilities' Conditions and Security, Endangering Collections(GAO-07-1127)

    • Smithsonian Response, September 19, 2007 (PDF)
    • Letter from Senator Feinstein to Roger Sant, September 27, 2007 (PDF)
    • Response from Roger Sant to Senator Feinstein, September 28, 2007 (PDF)
    • Additional Responses to the GAO Report, (PDF)

    2006 GAO Report on Smithsonian on Demand(GAO-07-275)

    • Smithsonian Response, December 1, 2006 (PDF)

    2005 GAO Report on Facilities Management Reorganization Is Progressing, but Funding Remains a Challenge(GAO-05-369)

    • Smithsonian Response, April 7, 2005 (PDF)

    Smithsonian Organization and Audience Research

    Smithsonian Directives

    • Smithsonian Standards of Conduct (SD 103)|Appendix 1|Appendix 2
    • Equal Employment Opportunity Program (SD 214)
    • Collections Management Policy (SD 600)
    • Digital Asset Access and Use (SD 609)
    • Digitization and Digital Asset Management Policy (SD 610)
    • Social Media Policy (SD 814)
    Reports and Plans | Smithsonian Institution (2024)
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