Annual Report 2018 Mission

The Edward M. Kennedy Institute for the is dedicated to educating the public about the important role of the Senate in our 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.

3 ince its founding, the Institute has been a powerful voice for participatory democracy and Scivil discourse in this country. In 2018, the Institute’s work was more urgent than ever. The organization is an essential partner not just in educating people about how government works, but also in why civic engagement is one of our greatest and most important responsibilities. The Institute provides the environment for people with disparate ideologies to come together, to find common ground, and to develop innovative approaches to address critical issues. The Institute also convenes local and national partners that support the work of students and communities in building a pipeline of diverse leadership and ideas. We reflect on the state of our union and – as Senator Kennedy taught us – we also look ahead with optimism about what we can accomplish together.

At the Kennedy Institute, we are inspired to see the enthusiastic engagement of visitors who walk into our replica of the United States Senate Chamber to debate and vote on the issues of the day. We feel hopeful as we watch young people negotiate and reach common ground to pass legislation in our simulated Senate program. And we are awed when visitors feel so inspired by their experience that they pledge to be more involved in their communities – by volunteering, by voting, or by running for office.

As we began 2018, the Institute was pleased to welcome Mary K. Grant, Ph.D. as our new president. During this year of transition, with Dr. Grant’s leadership, we developed a new strategic framework to help guide our work, recruited new leadership to the Board of Directors, and received valuable support from the Commonwealth of . There are new programs, exhibits, and services underway; and there is a renewed commitment to building the organization’s fundraising program. We are thankful for the creative and strategic work of the team at the Institute and grateful to our colleagues on the Board for their leadership and support. Some of these accomplishments are highlighted in this report.

Without question, there is a hunger for increased civic engagement. Americans want to have their voices heard. They want to know how they can participate in the important issues of our day. The Kennedy Institute will continue to serve in a leadership role for civic engagement and civil discourse in this country.

“To preserve our vibrant democracy for future generations, I believe it is critical to have a place where citizens can go to learn first-hand about the Senate’s important role in our system of government.”

— Senator Edward M. Kennedy James J. Karam Victoria Reggie Kennedy Chair of the Board President of the Board

5 Year in Review 2018 January February March April April April April May

Students take part in the Visitors become senators for Pete Souza, Former Chief Official Former Senate Majority Leader Massachusetts Lieutenant Senator Maggie Hassan (D-NH) Mayors Ruthanne Fuller of U-Meleni Mhlaba-Adebo shares We The People competition, a day in a fictional world via Photographer for George Mitchell (D-ME) prepares Governor Karyn Polito talks about speaks on the importance of Newton and Yvonne Spicer of her immigration story at the showcasing their knowledge of the Institute’s Super Powers President Obama, signs copies to deliver remarks commemorating the value of women serving women’s voices in civic and Framingham discuss being the #StandsWithImmigrants the U.S. Constitution. Senate Game. of his book, Obama: An Intimate the 20th anniversary of the Good in leadership roles at the 2018 political life. first women mayors in their cities. program. Portrait. Friday Agreement. Women in Leadership Conference. May May June July July September October October

Hosts of the podcast “Pod 82nd U.S. Attorney General Congressman Joe Kennedy III The Institute welcomed Future Senators pose in the Massachusetts Health and Human Holocaust survivor Tomi State Representative Andy Save America” encourage voter Eric H. Holder, Jr. discusses (D-MA-4) takes a photo with a nearly 100 young leaders for Institute’s photo booth during Services Secretary Marylou Sudders Reichental and filmmaker Vargas of Haverhill speaks participation and civic activism gerrymandering and the guest following a conversation a day of activities through Free Fun Friday. discusses the current issues at stake Gerry Gregg discuss their film during a panel on Hispanic in the midterm elections. importance of active participation on immigration policy. the Massachusetts legislative for women’s health care. Condemned to Remember after leadership in government. in the political process. internship program. its screening at the Institute. October October October October November December December December

Students participate in the Wilnelia Rivera comments on Kid Convention participants State Senator Sonia Chang-Díaz Boston City Councilor Lydia 68th U.S. Secretary of State Congresswoman-elect Ayanna Congressman Rodney Davis (R- Seat at the Table Project at the strategies to energize voters in create their own campaign of Boston speaks with students Edwards shares why she is welcomed by a Pressley reflects on her monumental IL-13) assists Congresswoman Lisa Kennedy Institute. the Commonwealth during a buttons to support issues they during Hispanic Heritage Month. decided to dedicate her career full-house before discussing his victory to represent Massachusetts’ Blunt Rochester (D-DE-At Large) panel co-hosted with WBUR. care about. to public service. memoir Every Day is Extra. 7th Congressional District. in displaying a Reconstruction-era family memento as a symbol of America’s resilience and progress.

6 7 Founders Board of Directors

American Federation of State, County James J. Karam and Municipal Employees Chair of the Board American Federation of Teachers Victoria Reggie Kennedy Amgen Inc. Co-Founder and President of the Board Biogen Foundation The Coca-Cola Company Andrew Card Jr. Eileen and Jack Connors, Jr. Ranny Cooper Feinberg Rozen, LLP The Honorable William “Mo” Cowan John and Cyndy Fish Stephanie A. Cutter Genzyme, a Sanofi company The Honorable Thomas A. Daschle GE Foundation The Honorable Christopher Dodd IMPACT and Ironworkers Local Union 7, Boston The Honorable Linda Dorcena Forry John Hancock The Honorable Judd Gregg Bill and Robie Harris Senator Edward M. Kennedy and Cody Keenan Victoria Reggie Kennedy The Honorable Patrick J. Kennedy The Joseph P. Kennedy, Jr. Foundation Michael Mathis Laborers’ International Union of North America The Honorable Martin L. Meehan National Education Association Barry Mills Partners HealthCare Katherine Newman Raytheon Company Fred A. Siegel David M. Rubenstein Service Employees International Union Barbara A. Souliotis Robert Frederick Smith Henry M. Thomas III Starr International Foundation United Association of Union Plumbers and Fitters United Brotherhood of Carpenters and Joiners of America a new set of K-12 state standards for history and The Commonwealth funding makes it possible for Expanded Access for K-12 students with social studies that integrates civics education and the Institute to continue to make its award-winning engagement into all grade levels, and specifically simulation programs and tours available to all Funding from the Commonwealth designates 8th grade with a year-long civics Massachusetts students for no admission cost. In requirement. addition, state funding supports a project that was The Commonwealth of Massachusetts has This important recognition coincides with a launched with the assistance of a federal grant to recognized the important role that the Kennedy substantive change in how Massachusetts “The Institute is at work aligning its programs with turn onsite simulation programming at the Institute Institute plays in educating Massachusetts integrates civic education into state educational new state standards for history and social studies into learning experiences that can be transported school students in grades K-12. In 2018, the standards, and represents the culmination of and making it simple for teachers to match unique into teachers’ classrooms via the web and live- Commonwealth provided $500,000 to the years of important civics education-related Institute programs with student needs,” said linked cameras. State funding has also allowed the Kennedy Institute to support its educational collaboration between the Department of Mary K. Grant, president of the Institute. “We are Institute to expand services to teachers, including programming and to facilitate the expansion of Elementary and Secondary Education (DESE) grateful to the legislature and the governor for teacher professional development, expansion of its technological capacity to serve more students and educators and nonprofits dedicated to civics. their support and investment in our efforts.” curricular resources, and hosting DESE’s statewide through remote access. As a result of those partnerships, DESE released civics education conference.

10 11 Topics Voted on: Honest Ads Act Stop Militarizing Law Enforcement Act Assault Weapons Ban Act of 2017 ONSHORE Act Nomination of Brett Kavanaugh for Associate Justice of the Supreme Court of the United States Earmarks Elimination Act Democracy Restoration Act

646 bills voted on in the Institute’s replica Senate Chamber 13,402 individual votes cast

Today’s Vote Heads to the Classroom program to enable students across the country to other classroom groups across the country that Today’s Vote, the Edward M. Kennedy Institute’s statements on the Senate floor. to participate in a Senate debate on a real-life bill have participated in the same module. The results popular immersive civics and current events in their own classrooms. of national polling data from geographic regions learning experience, will soon be moving to Today’s Vote culminates with each visitor entering across the country will also be presented. classrooms throughout the country. For the past their vote on an Institute-issued hand-held tablet. Today’s Vote in the Classroom will be a teacher- three years, this powerful 30-minute experience The final tally is shared with participants on the facilitated, student-centered, immersive learning Today’s Vote in the Classroom builds on the has been offered in the Institute’s full-scale large screens in the Senate Chamber, along with model that uses engagement with the legislative Kennedy Institute’s proficiency in developing reproduction of the United States Senate national polls on the issue and the actual vote tally process to convey civic content and engage in simulated learning environments that bring civic Chamber. To start the experience, visitors are in the U.S. Senate if the bill came to a full vote. discussion of current events while giving students processes to life in exciting and meaningful ways. introduced to an active piece of legislation being the chance to practice important civics skills. By offering the opportunity for participants to considered by the U.S. Senate in Washington, This year, the Kennedy Institute was pleased to practice civic skills like deliberation, respectful D.C. Trained facilitators encourage participants to receive funding from the Institute for Museum The resources to be developed as part of Today’s discourse, persuasive argument, finding common reflect on the substantive issues raised by the bill and Library Services (IMLS) to significantly Vote in the Classroom include a facilitation guide ground, modeling fairness and considering the as well as on the dynamics of representation and expand the audience for Today’s Vote. The for teachers and a library of real-life bills for them rights of others, the Institute will prepare students compromise. Visitors hear live debates by actors funding will support the development, testing, to choose from. A data visualization dashboard will to be full participants in their local communities portraying fellow Senators and can offer their own and refinement of a digital beta version of the reflect each classroom’s voting results compared and our global society.

12 13 ary K. Grant, Ph.D., joined the Edward M. Kennedy Institute as president Mat the start of 2018. She came to the Institute from the University of North Carolina at Asheville, where she was chancellor and led the University’s efforts to secure support for $67 million in new construction and renovations. While leading the Massachusetts College of Liberal Arts (MCLA) from 2002 to 2014, Grant oversaw growth in enrollment, emphasized community engagement, and secured $100 million in new public and private support for the college through its first comprehensive capital campaign.

Grant previously served as the chief academic officer and deputy CEO of UMassOnline, and was a senior fellow at the John W. McCormack Institute of Public Affairs at University of Massachusetts (UMass) Boston – now the McCormack Graduate School of Policy and Global Studies – where she led the McCormack Institute’s master’s program in public affairs and served as director of the Center for Social Policy. In addition, Grant served as assistant vice chancellor for administration and finance and human resources at UMass Boston.

Grant currently serves as vice chair of the board for National Campus Compact and a trustee of the Norman Rockwell Museum. She holds a 22,170 bachelor’s degree in sociology from MCLA, a master’s degree in public affairs 15,047 students from UMass Boston, a Ph.D. in social policy from The Heller School at Brandeis University, and an honorary degree from Williams College. digital bills passed at the How a Bill Becomes a Law exhibit 303 schools 51,275 digital pins collected 11,529 pledges made by senators for a day

The Edward M. Kennedy Institute for the United States in Boston and Washington, D.C. Through convening Senate is a nonprofit, nonpartisan civic education bipartisan discussions with a variety of perspectives, the organization in Boston envisioned by the late Senator Institute’s programs address critical issues facing our Seat at the Table is a dynamic exhibit inspired by force for change and a champion of legislation that would Edward M. Kennedy. Through a range of exhibits, communities, our nation, and our world. Congresswoman Shirley Chisholm’s words and improve the quality of life for women, children, people of interactive educational offerings, and topical programs, A Experience. By utilizing its unique, full-scale replica lifetime of work to promote a more inclusive democracy. color, and the poor. the Institute engages students and visitors in a of the United States Senate Chamber, the Kennedy The first phase of the project featured a prominent table conversation about the essential role each person plays Institute is able to engage visitors in an interactive way surrounded by a wide selection of chairs and a spotlight on In phase two of the exhibit, through a series of in our democracy and in our society. to experience the role of the Senate in our democracy. a folding chair representing Congresswoman Chisholm’s interactive workshops held at the Institute and across Education. Through innovative and nationally recognized That hands-on experience not only serves as a famous quote, “If they don’t give you a seat at the table, the Greater Boston area, the Institute engaged schools educational programs, the Institute provides a high-tech touchstone for a deeper understanding of the workings bring a folding chair.” The first phase of the exhibit and community organizations in conversations about and hands-on learning experience that teaches the next of our government, but it also encourages civil discourse highlighted key moments in Congresswoman Chisholm’s why diverse representation is vital for democracy. The generation how our government works and the skills of and reasoned debate. With a handheld tablet and skilled life and explored her historic speeches. results of these workshops are unique chairs created by the participants as representations of voices, listening, compromise, and healthy debate that are needed facilitators serving as guides, visitors explore exhibits Shirley Chisholm was the first black woman elected to messages, and topics to be discussed at tables at the to productively participate in our communities. and daily interactive programs that weave together the Congress in 1968 and the first black candidate to run for national, local, and personal level. These community- history and current debates of the U.S. Senate, Senator Engagement. The Institute’s program series brings the presidential nomination of a majority party. Over made chairs are integrated within the “A Seat at the Kennedy’s legacy of service, and a call for visitors to together diverse leaders for engaging conversations the course of her 14 years in Congress, Chisholm was a Table” exhibit space. engage in their own communities.

14 15 roles as public servants other than through elected office, Working for an elected official is one of the many paths to Senate Staff Office Exhibit including the jobs of scheduler, chief of staff, legislative public service.” assistant, and press secretary. “Senator Kennedy was known for having some of the In July 2018, the Institute was pleased to open the Senate Through a mixture of hands-on activities, video features, “More than 700 women and men worked for Senator most responsive and dedicated staff working for him,” Staff Office, an exhibit next to the replica of Senator Ted and office artifacts, visitors have the opportunity to hear Kennedy throughout his nearly 47-year career in the U.S. said Mary K. Grant, president of the Institute. “These Kennedy’s Washington D.C. Office. The Senate Staff Office firsthand stories from Senator Edward M. Kennedy’s staff Senate,” says Barbara Souliotis, Institute Board Member talented staffers helped drive the meaningful legislation exhibit features the exemplary work of Senator Kennedy’s and take on some of the many roles required to keep a and former Massachusetts State Director for Senator that Senator Kennedy championed while in office, and we staff, and explores what important work gets done in a Senator’s office running smoothly. The interactive exhibit Kennedy. “We see this exhibit as a way to inspire people are proud to share an exhibit that gives visitors insight into United States Senator’s office. suggests ways that young people can find their future interested in making a difference in their communities. that work.”

16 17 Annual Dinner

The Kennedy Institute honored Jack Connors, Jr. with the inaugural Edward M. Kennedy Institute Award for Inspired Leadership at the 2018 Annual Dinner. This award recognizes individuals who reflect the best leadership qualities of Senator Edward M. Kennedy himself, exemplary leaders who make a difference by service to country and community and who inspire others to be civically engaged as well. Jack Connors, Jr. is a successful business leader, community supporter, and philanthropist who, through his thoughtful leadership, has had a positive and lasting impact on the city of Boston and the Commonwealth of Massachusetts.

The Institute thanks the leadership of its Annual Dinner Host Committee for the success of the event, the organization’s single largest fundraiser.

Co-Chairs Laurie H. Glimcher, M.D., Dana-Farber Cancer Institute Jeffrey Leiden, M.D., Ph.D., Vertex Pharmaceuticals

Host Committee Andrew Dreyfus, Blue Cross Blue Shield of Massachusetts Anne Finucane, Bank of America Gary Gottlieb, M.D., M.B.A., Partners in Health Wyc Grousbeck, Boston Celtics Linda Henry, James W. Hunt, Jr., Massachusetts League of Community Health Centers Patricia Jacobs, AT&T Paula A. Johnson, M.D., M.P.H., Wellesley College Peter and Judy Kovler, Blum-Kovler Foundation Richard Lubin, Berkshire Partners Sharon McNally, Connors Family Office and Camp Harbor View Rick Musiol, Citizens Bank Dan O’Connell, Massachusetts Competitive Partnership David F. Torchiana, M.D., Partners HealthCare

18 19 Richard and Nancy Lubin Barbara Fife MGM Springfield Carla Flug Mintz, Levin, Cohen, Ferris, Glovsky, and Popeo Linda Dorcena Forry Foundation Allan Friedman M.D. Dan and Marilyn O’Connell Carol Fulp PEAK Event Services Nancy Gertner Rasky Partners Thomas Glynn III and Marylou Batt Raytheon Gary Gottlieb M.D., M.B.A. Steward Health Care Mary K. Grant and James Canavan Jr. Louis Susman Judd Gregg University of Massachusetts Jim Hormel Verdolino & Lowey Sally Jackson WS Development Mary R. Jeka Philip W. Johnston Contributors $5,000 - $9,999 International Union of Bricklayers and Allied Craftworkers Ramesh Kapur The Institute is grateful for the many generous donors who have supported the work of the Steven and Joan Belkin Colleen Kavanaugh organization throughout the year. Brian Burns Cody Keenan Ranny Cooper Edward Kennedy Jr. $100,000 and above Wycliffe Grousbeck Kenneth Feinberg Cameron Kerry The John W. Henry Family Foundation Adrea Heebe Paul G. and Gail Kirk Jr. Bank of America James J. and Janis Karam, First Bristol Corporation Emiley Lockhart Robin Lawford Brigham Health, Massachusetts General Hospital, Patrick J. and William Lynn Jenny Littlefield and Partners HealthCare Howard and Michelle Kessler Thomas Olliphant Jean MacCormack Ed.D. James M. and Cathleen D. Stone Foundation The Lynch Family Foundation Massachusetts League of Community Health Centers John Hancock Financial Martin Richard Family Foundation $1,000 - $4,999 The New England Council Laborers’ International Union of North America Fred A. and Donna Seigel Suffolk Construction Company/Suffolk Cares John Nucci George Abrams Denis O’Donovan Mrs. Victoria Reggie Kennedy $10,000 - $24,999 Beals and Thomas Kathleen Parker Vertex Pharmaceuticals Jeffrey Blattner Tara Rendon Arbella Insurance Foundation Susan Brigham Steven Rothstein $50,000 - $99,999 Beth Israel Deaconess Medical Center Thomas Brown Jr. John Sasso Boston College Beatrice Burke Robert Sherman Blum-Kovler Foundation/Peter and Judy Kovler Boston Red Sox Foundation Ann Caldwell Diane M. Simon Democracy Fund Brian S. Dempsey Committee Philip Caper M.D. Barry Sloane Andrew Card Jr. Samuel Caper Barbara Souliotis $25,000 - $49,999 Carney Family Charitable Foundation James Cassetta Suffolk University Herb Chambers Joseph Corcoran Thomas M. Susman AT&T New England Citizens Bank Jill Daschle University of Massachusetts Boston Blue Cross Blue Shield of Massachusetts Stephanie A. Cutter Thomas and Linda Daschle Sherry Walker The Boston Foundation CVS Health John DePiero Scott Wayne Consulate General of Ireland The Richard K. and Nancy L. Donahue Charitable Trust Christopher Dodd Weber Shandwick Dana-Farber Cancer Institute The Highland Street Foundation Linda Semans Donovan Jeffrey Zinsmeyer Gerard Doherty Edward Hoff and Kathleen O’Connell Greenberg Traurig Paul Donovan II

20 21 Carol Donovan Gregg Moree David Driscoll David C. Morgan Herbert Drower Susan Morgan Carol Fernandez J. Keith Motley Rick Fetters Lori Nickel Richard Flavin Carol Nixon Pernie Forehand Charles O’Byrne Elizabeth Foster-Nolan John Packs Robert Foust Gina Perille Sarah Fox David Pezzella Molly Gerry George Preble Kathleen Gomperts John Quinn Kathleen Grant Phirun Ra Jean Hanan James Ramstad Joseph Hanslip Paul S. Rehme John Harrison Eugene Reppucci Peter Hart Karen Reuther Joseph Hibbard Theresa H. Robinson Jennifer Hill Amy E. Ryan Ira Jackson Judith Opert Sandler Jeffrey Jones Paul Selker Jorge Kamine Anuraj Shah Catherine Kay Geoffrey Simons Lewis Kazis Jonathan Slade 1787 Society Members Rosemary Redmond Kerrebrock George Smith Kristen Koob Michael Snow Launched in 2015 to celebrate the opening of the Edward M. Kennedy Institute for the United States Nancy Korman Michael Stonebraker Senate, the 1787 Society is comprised of individuals who annually support the Institute and its mission Stefany Koslow Edward Tang of promoting public service and full participation in the democratic process. The 1787 Society takes its Andrew Laskar Rongzhong Tang name from the year that the U.S. Senate was created by the framers of the Constitution. Joyce LeBlanc Sidney Topol Robert LeBlanc Charles Tretter Sandra Adams Thomas Bright Shawna Levine Richard Tuck James Aloisi Jr. Dan Brooks Margaret Lucey Charita Walker Anthony Arndt Thomas Brown Jr. Thurgood Marshall Jr. Lenda Walsh Georgina Arrieta-Ruetenik Peggy Campbell Teury Marte Sherri Wattenbarger James Baldwin James Canavan Jr. Eileen McAuliffe Scott Wayne Sherry Barrat Kimberly Carvalho John McAuliffe Barry White Gail Bates James Cincotta Lucas G.F. McDiarmid Charles White Brian Berg Maxine Clark Eileen McGranahan Christina Wider Judith Berkowitz Anne Barge Clegg Meg McMillen Marion Williams-Bennett Joy Bettencourt Anthony Coley Lendsey Melton Tomas Wright-Katz Marilyn Bitner Robert Compton Paul Hart Miller Elise Zhang Abdurasul Boltaev Christopher Condron Andrea Mitsch Jon Zion David Bowen Jon Crowell Kevin Mooney

22 23 Peggy Hall John Packs Peri Hall Danica Petroshius Jonathan Halpern Marianna Pierce Antonia Hernandez Jeffrey Pryce Kitty Higgins Walter Ramos Edward Hill Joanna Reagan Jay Himmelstein Tara Rendon Jeffrey Huang Kaelan Richards Mary Jeka Patrick Rodenbush Darrel Jodrey Alejandro Rodriguez Ianna Kachoris-Ori Ann Roosevelt Peter Kadzik James Roosevelt Jr. Kenneth Kaufman Steven Rothstein Lewis Kazis David Ryan Eugenia Kedas Edward Henry Sanford Brendan Kelleher Mona Sarfaty Dennis Kelleher Patti Saris Stephen Kerrigan Deirdre Savage Will Keyser Sarah Schmitz Paul Kirk Paul Seltman Constance Lambert Graham Shalgian Kennedy Staff Club Members Julie Lammers Ellen Shapiro Jean-Daniel LaRock Stuart Shapiro The Kennedy Staff Club is comprised of Kennedy alumni who worked for Senator Kennedy in the Gaurav Laroia Elaine Shocas Judy Lawrence Thomas Showalter United States Senate during his five decades of service, as well as Kennedy campaign workers who Kristin Leary Heather Silber-Mohamed served on his U.S. Senate campaigns or the 1980 Presidential campaign, and who make a financial Darcy Lee Marsha Simon contribution every year. The alumni-only club was launched in 2017 in celebration of the 85th Christine Leonard Kathleen Glunz Skarin anniversary of Senator Kennedy’s birth. John Leslie Jr. Michael Slevin Peter Loge Barbara Souliotis Thomas Lopach Anne Speakman Ava Abramowitz Brian Carey Brian Felder Martin Lubell Tracy Spicer George Abrams Brent Carney Praveen Fernandes David Mackay Thomas Susman Jacqueline Agnolet Charles Casartello Jr. Matthew Ferraguto Patrick Manseau Deborah Sutinen Karen Donahue Alden Chris Casey Scott Ferson Wayne Margolis Winthrop Swenson Leigh Allen Mary Colby Menda Fife Carmel Martin Laurie Syms Sanji Alwis Ranny Cooper Patricia First Daniel Martin Jeffrey Teitz Kathleen Anderson Gregory Craig Camille Ford John McDonough Alexander Thomson Judy Appelbaum Thomas Crohan Michael Forscey Noreen McMahon Joseph Trippi Henry Banta Michaeleen Crowell Allan Fox Michael Mershon Sarah von der Lippe Robert Bates Jr. Eugene Dellea Sarah Fox James Michie Daniel Wackerow Ashley Bennett Mary DeLong Michael Frazier Melody Miller Omer Waddles Teri Bergman John DePiero Aaron Freund Derek Mitchell James Walsh Richard Berliner Christopher Doherty Mary Liz Ganley Suzanne Morse Martin Walsh II Brian Biles Griffin Doherty Connie Garner Matthew Murray Tom Walsh Jeffrey Blattner James Duncan Charles Garrison Michael Myers Sharon Waxman Sharon Block Amelia Dungan Michael George David Nexon Ronald Weich Theresa Bourgeois Beth Dupuy Lindsay Gilchrist Jay O’Brien Robert Wenger Susan Brophy Mieke Eoygan Marc Ginsberg Joseph O’Brien Jr. Andrew Wheeler-Berliner Robin Buckley Susan Estrich John Gorman Shelly O’Neill Carolyn White Christine Burch Jennifer Fay Jacqueline Gran Esther Olavarria Jeffrey Wice Beatrice Burke Scott Fay Beth Grupp William Oldaker Emily Winterson Ann Burrola Holly Fechner James Guest Melissa Olesen Portia Wu Kevin Callahan Kenneth Feinberg Jon Haber Joseph Onek Corinne Young

24 25 Statement of Financial Position as of December 31, 2017

Current and other assets 4,195,894 Investments 46,263,222 Property and equipment 23,326,024 Total $73,785,140

Current and long-term liabilities 404,551 Net assets 73,380,589 Total $73,785,140

Distribution of 2017 Operating Expenses

Program Services

Management & General

Fundraising

26 Edward M. Kennedy Institute for the United States Senate Columbia Point • 210 Morrissey Boulevard Boston, Massachusetts 02125 emkinstitute.org