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# Reports and Plans

## General Information

Financial and philanthropic support is outlined in our Annual 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) (get.adobe.com/reader)

### Smithsonian Plans

#### Our Shared Future: Smithsonian 2027

### Additional Plans

                              - Digital Action Agenda
                              - Collections Space Framework Plan
                              - Suitland Master Plan Executive Summary ,  Suitland Master Plan Executive Summary (Accessible) 
                              - Plan for Increased Public Access to Results of Federally Funded Research

### 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

### Climate Adaptation and Sustainability Reports and Plans

**Annual Climate Adaptation Plans and Reports**
                              - 2022 Climate Adaptation Progress Report
                              - 2021 Climate Adaptation and Resilience Plan

**Annual Sustainability Plans**
                              - 2022 Sustainability Plan

**OMB Scorecard for Efficient Federal Operations/Management**
                              - 2021 OMB Scorecard for Efficient Federal Operations/Management
                              - 2020 OMB Scorecard for Efficient Federal Operations/Management
                              - 2019 OMB Scorecard for Efficient Federal Operations/Management
                              - 2018 OMB Scorecard for Efficient Federal Operations/Management

**View more information on Smithsonian Institution progress at sustainability.gov. »**

### 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 the Inspector General Act of 1978, as amended, testimony, and other means as the Inspector General finds necessary.
                              - Audit Reports
                              - Other OIG Publications
                              - Semiannual Reports to Congress

### 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 99010/1/21 through 9/30/22 (PDF)

Return of Organization Exempt From Income Tax, Form 99010/1/20 through 9/30/21 (PDF)

Return of Organization Exempt From Income Tax, Form 99010/1/19 through 9/30/20 (PDF)

Return of Organization Exempt From Income Tax, Form 99010/1/18 through 9/30/19 (PDF)

Return of Organization Exempt From Income Tax, Form 99010/1/17 through 9/30/18 (PDF)

Return of Organization Exempt From Income Tax, Form 99010/1/16 through 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, Equity, 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.
                              - Smithsonian Institution Office of Investments: Diversity, Equity, and Inclusion Report (PDF)

### U.S. Government Accountability Office Reports

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

2013 Congressionally Chartered Organizations: Key Principles for Leveraging Nonfederal Resources (GAO-13-549)

2011 Smithsonian Institution: Much Work Still Needed to Identify and Repatriate Indian Human Remains and 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 Response  May 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

                              - All Reports
                              - Facilities Reports
                              - Finance Reports
                              - Workforce Reports

### 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)

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Annual Reports
Your Smithsonian at work.

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