Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 10-01-2011 and ending 09-30-2012
BCheck if applicable:
CName of organization
INSTITUTE OF INTERNATIONAL EDUCATION
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
809 UNITED NATIONS PLAZA
 
Room/suite
City or town, state or country, and ZIP + 4
NEW YORK, NY10017
D Employer identification number

13-1624046
E Telephone number

G Gross receipts $ 388,092,219
F Name and address of principal officer:
ALLAN E GOODMAN
809 UNITED NATIONS PLAZA
NEW YORK,NY10017
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.IIE.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1919
M State of legal domicile: NY
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: IIE IS AN INT'L NOT-FOR-PROFIT ORG THAT IMPLEMENTS HIGHER EDUCATION EXCHANGE AND TRAINING PROGRAMS INVOLVING US AND NON-US PARTICIPANTS ON BEHALF OF PUBLIC AND PRIVATE SECTORS, SPONSORS AND DONORS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 41
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 40
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 674
6 Total number of volunteers (estimate if necessary) .... 6 3,351
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 339,940,082 360,377,790
9 Program service revenue (Part VIII, line 2g) ......... 22,111,555 18,872,519
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 4,658,525 4,135,461
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -21,301 862,784
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 366,688,861 384,248,554
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 264,400,237 277,979,921
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 47,507,859 48,235,186
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 105,000
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet795,964    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 58,794,653 60,132,769
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 370,702,749 386,452,876
19 Revenue less expenses. Subtract line 18 from line 12....... -4,013,888 -2,204,322
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 163,037,560 214,153,444
21 Total liabilities (Part X, line 26)............. 61,960,132 105,767,761
22 Net assets or fund balances. Subtract line 21 from line 20..... 101,077,428 108,385,683
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: SEE SCHEDULE O.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 286,006,150 including grants of $ 227,819,504 ) (Revenue $ 11,086,507 )
INTERNATIONAL EXCHANGE OF STUDENTS AND SCHOLARS. SEE SCHEDULE O.
4b (Code:   ) (Expenses $ 52,868,536 including grants of $ 43,862,922 ) (Revenue $ 1,192,151 )
LEADERSHIP DEVELOPMENT EDUCATIONAL SERVICES. SEE SCHEDULE O.
4c (Code:   ) (Expenses $ 12,866,732 including grants of $ 3,298,066 ) (Revenue $ 5,671,084 )
HIGHER EDUCATION INSTITUTIONAL DEVELOPMENT. SEE SCHEDULE O.
4d Other program services (Describe in Schedule O.)
(Expenses $ 8,902,205 including grants of $ 3,400,288 ) (Revenue $ 922,777 )
4e Total program service expensesMediumBullet$ 360,643,623
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part IIIClick to see attachment........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment....................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
Yes
 
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part IClick to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II.......... Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.
20b
 
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II.........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V .........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
349
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
674
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
41
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
40
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AL , AK , AZ , AR , CA , CO , CT , FL , GA , HI , IL , KS , KY , MD , MA , MI , MN , MS , MO , NH , NJ , NM , NY , NC , ND , OH , OK , OR , PA , RI , SC , TN , UT , VA , WA , WV , WI
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
PETER THOMPSON CAO
809 UNITED NATIONS PLAZA
NEW YORK,NY10017
(212) 984-5490
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII .........
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) MR THOMAS S JOHNSON
TRUSTEE
 5.0 X           0 0 0
(2) DR HENRY KAUFMAN
TRUSTEE
 1.0 X           0 0 0
(3) MR MARK ANGELSON
TRUSTEE
 10.0 X           0 0 0
(4) MS MARYAM PANAHY ANSARY
TRUSTEE
 1.0 X           0 0 0
(5) MS DENISE BENMOSCHE
TRUSTEE (SINCE 10/17/2011)
 1.0 X           0 0 0
(6) DR LEE C BOLLINGER
TRUSTEE
 1.0 X           0 0 0
(7) DR GEORGE CAMPBELL JR
TRUSTEE
 3.0 X           0 0 0
(8) MS MARIA LIVANOS CATTAUI
TRUSTEE
 1.0 X           0 0 0
(9) DR RICHARD A DEBS
TRUSTEE
 2.0 X           0 0 0
(10) MR ROBERT L DILENSCHNEIDER
TRUSTEE
 5.0 X           0 0 0
(11) MR GEORGE J DONNELLY
TRUSTEE
 2.0 X           0 0 0
(12) DR WILLIAM G DURDEN
TRUSTEE
 1.5 X           0 0 0
(13) AMBASSADOR HARRIET ELAM-THOMAS
TRUSTEE
 2.0 X           0 0 0
(14) MR G STEPHEN FISHER
TRUSTEE
 2.0 X           0 0 0
(15) MR STEPHEN C FRANCIS
TRUSTEE
 3.0 X           0 0 0
(16) MR SCOTT FREIDHEIM
TRUSTEE
 2.0 X           0 0 0
(17) MR VICTOR J GOLDBERG
TRUSTEE
 3.3 X           0 0 0
Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) DR ALLAN E GOODMAN
TRUSTEE/CEO
 40.0 X   X       441,364 0 57,951
(19) MR PETER M GOTTSEGEN
TRUSTEE
 2.0 X           0 0 0
(20) MR JACK M GREENBERG
TRUSTEE
 2.0 X           0 0 0
(21) MS RUTH HINERFELD
TRUSTEE
 3.0 X           0 0 0
(22) DR KAREN A HOLBROOK
TRUSTEE
 2.0 X           0 0 0
(23) MS PAMELA HOWARD
TRUSTEE (RESIGNED 8/22/2012)
 1.0 X           0 0 0
(24) MR SA IBRAHIM
TRUSTEE
 1.0 X           0 0 0
(25) DR HENRY G JARECKI
TRUSTEE
 2.0 X           0 0 0
(26) MR JULIAN JOHNSON
TRUSTEE
 1.5 X           0 0 0
(27) MR MARK KAPLAN
TRUSTEE
 2.0 X           0 0 0
(28) SENATOR EDWARD KAUFMAN
TRUSTEE
 1.0 X           0 0 0
(29) MS LAYA KHADJAVI
TRUSTEE
 2.0 X           0 0 0
(30) DR HENRY A KISSINGER
TRUSTEE
 1.0 X           0 0 0
(31) MR JOHN W LOW
TRUSTEE
 2.0 X           0 0 0
(32) AMBASSADOR DONALD F MCHENRY
TRUSTEE
 2.0 X           0 0 0
(33) MS LINDA R MEIER
TRUSTEE (RESIGNED 6/26/2012)
 1.0 X           0 0 0
(34) MR MICHAEL G MORRIS
TRUSTEE
 2.0 X           0 0 0
(35) MR LAURENCE C MORSE
TRUSTEE
 1.0 X           0 0 0
(36) MR KARLHEINZ MUHR
TRUSTEE
 2.5 X           0 0 0
(37) MR RAJU NARISETTI
TRUSTEE (SINCE 1/23/2012)
 1.0 X           0 0 0
(38) MR VICTOR J REVENKO
TRUSTEE
 1.0 X           0 0 0
(39) DR GEORGE RUPP
TRUSTEE
 2.0 X           0 0 0
(40) MR THOMAS A RUSSO
TRUSTEE
 2.0 X           0 0 0
(41) MR JOHN SEXTON
TRUSTEE
 1.0 X           0 0 0
(42) DR BEVERLY DANIEL TATUM
TRUSTEE
 1.5 X           0 0 0
(43) MS LINDA VESTER
TRUSTEE
 1.0 X           0 0 0
(44) MR PETER R THOMPSON
EXECUTIVE VICE PRESIDENT
 40.0     X       355,148 0 0
(45) MS JAYE CHEN
EXECUTIVE VICE PRESIDENT
 40.0     X       318,359 0 54,866
(46) MS EDITH CECIL
VICE PRESIDENT
 40.0     X       233,474 0 47,522
(47) MR BRIAN CHEN
VP, CHIEF INFORMATION OFFICER
 40.0     X       246,807 0 55,697
(48) MR PETER DONDERO
ASST TREASURER, CONTROLLER
 40.0     X       185,401 0 18,334
(49) MS DANIELA Z KAISTH
VP, STRATEGIC DEVELOPMENT
 40.0     X       213,354 0 33,462
(50) MR MARK S LAZAR
VICE PRESIDENT
 40.0     X       187,629 0 27,672
(51) MR EDWARD ROSLOF
VICE PRESIDENT
 40.0     X       177,695 0 29,159
(52) MS MELANIE SANDERS-SMITH
VP, INTERNATIONAL PROGRAMS
 40.0     X       208,537 0 22,095
(53) MS PIETRINA SCARAGLINO
VP GENERAL COUNSEL
 40.0     X       58,790 0 1,297
(54) MS JESSICA GRAHAM
ASSISTANT SECRETARY
 40.0     X       54,068 0 7,945
(55) MS KARI KUJA
ASSISTANT SECRETARY
 21.0     X       66,130 0 13,573
(56) MS RAJIKA BHANDARI
DEPUTY VICE PRESIDENT
 40.0     X       154,344 0 35,054
(57) MS ELIZABETH GLANS
DEPUTY VICE PRESIDENT
 28.0     X       106,949 0 25,966
(58) MR DENNIS W KEAR
DEPUTY VICE PRESIDENT
 40.0     X       164,796 0 45,307
(59) MS ELLEN MCKEY
DEPUTY VICE PRESIDENT
 40.0     X       159,904 0 17,876
(60) MR JONAH MURPHY-KOKODYNIAK
DEPUTY VICE PRESIDENT
 40.0     X       153,688 0 14,082
(61) MR DANIEL OBST
DEPUTY VICE PRESIDENT
 40.0     X       156,551 0 22,288
(62) MR STEVEN STEIGLEDER
DEPUTY VICE PRESIDENT
 40.0     X       155,194 0 20,565
(63) MR THOM GRAY
VP/CFO
 40.0     X       62,062 0 4,082
(64) MS MARY E KIRK
VICE PRESIDENT
 40.0     X       207,764 0 48,009
(65) MS JOAN WALL
VICE PRESIDENT
 40.0     X       176,621 0 32,549
(66) MS ELIZABETH KHALIFA
INTL DIVISION DIR
 40.0         X   194,366 0 30,176
(67) MR KIRK LENGA
DIR FINANCE & BUDGET
 40.0         X   136,960 0 28,226
(68) MS NANCY OVERHOLT
EXECUTIVE DIRECTOR
 40.0         X   141,581 0 21,970
(69) MS JAGRITI PAREKH
DIRECTOR IT
 40.0         X   150,743 0 35,094
(70) MR RICHARD WARE
DIRECTOR
 40.0         X   133,200 0 16,239
(71) MS PEGGY BLUMENTHAL
SENIOR COUNSELOR
 40.0           X 164,118 0 46,013
(72) MR MARK D MOYER
VICE PRESIDENT
 40.0           X 238,786 0 37,205
(73) MR ROBERT E SLATTERY
DEPUTY VICE PRESIDENT
 40.0           X 144,757 0 27,535
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 5,549,140 0 877,809
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet66
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
PRIME SOFTWARE TECHNOLOGIES INC
18228 CAMDENHURST DRIVE
GAINSVILLE,VA20155 		COMPUTER SERVICES 685,828
APEX IT
860 BLUE GENTIAN ROAD SUITE 225
EAGAN,MN55121 		IT CONSULTING SVCS 602,953
ALPHA TECHNOLOGIES INC
78 ROUTE 173 WEST SUITE 4
HAMPTON,NJ08827 		IT CONSULTING SVCS 512,638
SITA CORPORATION
347 ELIZABETH AVENUE
SOMERSET,NJ08873 		IT CONSULTING SVCS 474,250
PRICEWATERHOUSECOOPERS LLP
PO BOX 7247-8001
PHILADELPHIA,PA19170 		AUDIT SVC & 990 PREP 328,572
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet15
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 1,109,970
d Related organizations...1d  
e Government grants (contributions)1e 266,290,584
f All other contributions, gifts, grants, and
similar amounts not included above1f 		92,977,236
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 360,377,790
Program Service Revenue Business Code
2a FIXED FEE CONTRACTS 900,099 16,861,708 16,861,708    
b PUBLICATIONS & MEMBERSHIP FEES 900,099 400,119 400,119    
c UNIVERSITY FAIR REVENUE 900,099 1,610,692 1,610,692    
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 18,872,519
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 2,667,340     2,667,340
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 4,700,726 238,060
b Less: cost or other basis and sales expenses 3,470,665  
c Gain or (loss) 1,230,061 238,060
d Net gain or (loss)..........MediumBullet 1,468,121     1,468,121
8a Gross income from fundraising events (not including
$ 1,109,970
of contributions reported on line 1c). See Part IV, line 18 ...
a 433,030
b Less: direct expenses ...b 373,000
c Net income or (loss) from fundraising events..MediumBullet 60,030   60,030
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a MISCELLANEOUS REVENUE 900,099 802,754     802,754
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 802,754
12 Total revenue. See Instructions....MediumBullet 384,248,554 18,872,519   4,998,245
Form 990 (2011)
Form 990 (2011)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 38,608,182 38,608,182
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 175,008,171 175,008,171
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 64,363,568 64,363,568
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 3,886,384 2,883,697 1,002,687  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 33,224,262 24,652,402 8,503,429 68,431
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 2,767,648 2,053,595 708,353 5,700
9 Other employee benefits ....... 5,888,120 4,368,985 1,507,007 12,128
10 Payroll taxes ........... 2,468,772 1,831,829 631,858 5,085
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 439,462   439,462  
c Accounting ........... 343,106   343,106  
d Lobbying ........... 65,018   65,018  
e Professional fundraising. See Part IV, line 17.. 105,000 105,000
f Investment management fees ...... 251,841   251,841  
g Other .......... 12,894,775 11,674,573 1,220,202  
12 Advertising and promotion .... 0      
13 Office expenses ....... 4,002,933 3,484,077 481,873 36,983
14 Information technology ...... 3,254,161 1,207,446 2,036,909 9,806
15 Royalties .. 0      
16 Occupancy ........... 6,436,892 3,769,339 2,623,079 44,474
17 Travel ............ 2,006,309 1,541,246 460,881 4,182
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 14,400,324 14,247,428 136,101 16,795
20 Interest ........... 749,279 691,200 58,079  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 3,831,253 1,719,897 2,111,356  
23 Insurance .............. 320,738 299,569 21,169  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a MISCELLANEOUS 11,136,678 8,238,419 2,410,879 487,380
b
c
d
e
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 386,452,876 360,643,623 25,013,289 795,964
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 7,196,007 1 5,110,525
2 Savings and temporary cash investments ....... 6,938,063 2 30,966,554
3 Pledges and grants receivable, net ......... 1,641,528 3 4,318,880
4 Accounts receivable, net ......... 25,892,387 4 41,713,359
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 0 5 0
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L .......... 0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 0 8 0
9 Prepaid expenses and deferred charges ............ 3,254,972 9 6,414,479
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 55,866,014
b Less: accumulated depreciation. ..... 10b 35,265,989 22,985,800 10c 20,600,025
11 Investments—publicly traded securities .......... 74,650,331 11 82,804,782
12 Investments—other securities. See Part IV, line 11 ...... 17,684,945 12 19,181,876
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ......... 0 14 0
15 Other assets. See Part IV, line 11 ........... 2,793,527 15 3,042,964
16 Total assets. Add lines 1 through 15 (must equal line 34)... 163,037,560 16 214,153,444
Liabilities 17 Accounts payable and accrued expenses . 20,709,875 17 36,070,955
18 Grants payable .......... 27,343,146 18 56,198,350
19 Deferred revenue .......... 0 19 0
20 Tax-exempt bond liabilities .......... 13,907,111 20 13,498,456
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 0 25 0
26 Total liabilities. Add lines 17 through 25..... 61,960,132 26 105,767,761
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 35,618,667 27 39,827,590
28 Temporarily restricted net assets ..... 59,137,596 28 61,988,691
29 Permanently restricted net assets ..... 6,321,165 29 6,569,402
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 101,077,428 33 108,385,683
34 Total liabilities and net assets/fund balances ..... 163,037,560 34 214,153,444
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
384,248,554
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
386,452,876
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
-2,204,322
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
101,077,428
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
9,512,577
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
108,385,683
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2011)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

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.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
INSTITUTE OF INTERNATIONAL EDUCATION
 
Employer identification number

13-1624046
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
f
g
(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
(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.") .... 274,847,008 338,813,957 309,497,032 339,940,082 360,377,790 1,623,475,869
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.. 274,847,008 338,813,957 309,497,032 339,940,082 360,377,790 1,623,475,869
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)..           228,491,369
6 Public Support. Subtract line 5 from line 4.           1,394,984,500
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.. 274,847,008 338,813,957 309,497,032 339,940,082 360,377,790 1,623,475,869
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 3,381,996 2,076,787 2,307,821 3,485,840 2,667,340 13,919,784
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.. 903,465 -101,115 -107,183 -21,301 862,784 1,536,650
11 Total support (Add lines 7 through 10).           1,638,932,303
12
12
94,491,163
13
Section C. Computation of Public Support Percentage
14
14
85.115 %
15
15
85.804 %
16a
b
17a
b
18
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
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
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:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2011
Name of organization
INSTITUTE OF INTERNATIONAL EDUCATION
 
Employer identification number

13-1624046
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
INSTITUTE OF INTERNATIONAL EDUCATION
  		Employer identification number

13-1624046
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
INSTITUTE OF INTERNATIONAL EDUCATION
  		Employer identification number

13-1624046
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
INSTITUTE OF INTERNATIONAL EDUCATION
  		Employer identification number

13-1624046
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
Use duplicate copies of Part III if additional space is needed
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
INSTITUTE OF INTERNATIONAL EDUCATION
 
Employer identification number

13-1624046
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2011

Schedule C (Form 990 or 990-EZ) 2011
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check expenses, and share of excess lobbying expenditures).
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots nontaxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2011


Schedule C (Form 990 or 990-EZ) 2011
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
Yes
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
Yes
 
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
Yes
 
65,018
j
Total. Add lines 1c through 1i ...............................
65,018
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2 are answered “No” OR (b) Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, Part II-A; line 5; and Part ll-B, line 1.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
SCHEDULE C, PART II-B, LINE 1I OTHER LOBBYING ACTIVITIES THE CEO AND CERTAIN BOARD TRUSTEES OF INSTITUTE OF INTERNATIONAL EDUCATION AS WELL AS AN INDEPENDENT CONSULTANT MEET WITH LEGISLATIVE AND GOVERNMENT OFFICIALS AND/OR THEIR STAFF TO PROVIDE INFORMATION REGARDING THE MISSION OF THE ORGANIZATION TO THOSE INDIVIDUALS THAT HAVE SIMILAR GOALS AND OBJECTIVES.
Schedule C (Form 990 or 990EZ) 2011

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
INSTITUTE OF INTERNATIONAL EDUCATION
 
Employer identification number

13-1624046
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958), relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 59,301,741 58,547,646 54,916,515 48,107,918
b Contributions ........ 1,179,512 5,308,487 1,504,318 6,871,737
c Net investment earnings, gains, and losses ... 7,938,842 135,886 4,894,436 2,357,117
d Grants or scholarships .....        
e Other expenditures for facilities
and programs ........ 		3,151,733 3,402,803 2,177,677  
f Administrative expenses .... 1,050,578 1,287,475 589,946 2,420,257
g End of year balance ...... 64,217,784 59,301,741 58,547,646 54,916,515
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet16.500 %
b
Permanent endowment SchDMd Bullet5.500 %
c
Temporarily restricted endowment SchDMd Bullet78.000 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................     0
b Buildings ................   19,093,695 11,658,693 7,435,002
c Leasehold improvements ............   10,378,177 4,262,146 6,116,031
d Equipment ................   8,943,122 7,613,262 1,329,860
e Other .................   17,451,020 11,731,888 5,719,132
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 20,600,025
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) ARCHSTONE 		5,937,847 F

(B) EVANSTONE/WEATHERLOW 		5,771,000 F

(C) PIMCO 		7,473,029 F






Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 19,181,876
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes  








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 384,248,554
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 386,452,876
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 -2,204,322
4 Net unrealized gains (losses) on investments .......................... 4 9,512,577
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8  
9 Total adjustments (net). Add lines 4 through 8 ......................... 9 9,512,577
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 7,308,255
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 393,509,290
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 9,512,577
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 9,512,577
3 Subtract line 2e from line 1..................... 3 383,996,713
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 251,841
b Other (Describe in Part XIV.) ........... 4b  
c Add lines 4a and 4b....................... 4c 251,841
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 384,248,554
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 386,201,035
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3 386,201,035
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 251,841
b Other (Describe in Part XIV.) ............ 4b  
c Add lines 4a and 4b....................... 4c 251,841
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 386,452,876
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
SCHEDULE D, PART V, LINE 4 INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS THE INSTITUTE INTENDS TO USE ITS ENDOWMENT, WHICH CONSISTS OF INDIVIDUAL FUNDS THAT HAVE BEEN ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING SCHOLAR SUPPORT AND SCHOLARSHIPS, CONSISTENT WITH THE PURPOSES FOR WHICH THE FUNDS HAVE BEEN ESTABLISHED.
Schedule D (Form 990) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
INSTITUTE OF INTERNATIONAL EDUCATION
 
Employer identification number

13-1624046
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ..............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other
assistance outside the United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
Central America and the Caribbean     Program Services EDUCATION GRANTS-INDIV 2,242,534
East Asia and the Pacific 5 28 Maintaining offices   3,790,027
East Asia and the Pacific     Grantmaking   16,084
East Asia and the Pacific     Program Services EDUCATION GRANTS-INDIV 19,563,664
Europe (Including Iceland and Greenland) 1 12 Maintaining offices   1,240,834
Europe (Including Iceland and Greenland)     Grantmaking   55,104
Europe (Including Iceland and Greenland)     Program Services EDUCATION GRANTS-INDIV 17,168,281
Middle East and North Africa 1 17 Maintaining offices   1,846,024
Middle East and North Africa     Grantmaking   129,023
Middle East and North Africa     Program Services EDUCATION GRANTS-INDIV 5,551,246
North America 1 19 Maintaining offices   3,235,603
North America     Program Services EDUCATION GRANTS-INDIV 885,605
Russia and the Newly Independent States 2 26 Maintaining offices   2,221,168
Russia and the Newly Independent States     Program Services EDUCATION GRANTS-INDIV 2,503,298
South America     Grantmaking   559,468
South America     Program Services EDUCATION GRANTS-INDIV 7,249,585
South Asia 1 10 Maintaining offices   765,790
South Asia     Grantmaking   28,533
South Asia     Program Services EDUCATION GRANTS-INDIV 2,288,463
Sub-Saharan Africa 1 15 Maintaining offices   653,553
Sub-Saharan Africa     Grantmaking   9,807
Sub-Saharan Africa     Program Services EDUCATION GRANTS-INDIV 6,112,873
Central America and the Caribbean     Investments   11,715,499
3a Sub-total ..... 11 112 69,023,338
b Total from continuation sheets to Part I ... 1 15 20,808,728
c Totals (add lines 3a and 3b) 12 127 89,832,066
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
SOUTH ASIA EDUCATION 20,253 CHECK   N/A N/A
SOUTH AMERICA EDUCATION 353,809 CHECK   N/A N/A
EUROPE EDUCATION 27,552 CHECK   N/A N/A
SOUTH AMERICA   205,659 CHECK   N/A N/A
EUROPE   27,552 CHECK   N/A N/A
MIDDLE EAST AND NORTH AF   10,000 CHECK   N/A N/A
EAST ASIA AND THE PACIFI   16,084 CHECK   N/A N/A
SOUTH ASIA   8,280 CHECK   N/A N/A
MIDDLE EAST AND NORTH AF   98,774 CHECK   N/A N/A
MIDDLE EAST AND NORTH AF   6,250 CHECK   N/A N/A
SUB-SAHARAN AFRICA   9,807 CHECK   N/A N/A
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
11
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
GRANTEE COST OF LIVING CENTRAL AMERICA AND THE 22 214,689 Check   N/A N/A
INSURANCE CENTRAL AMERICA AND THE 10 5,272 Check   N/A N/A
SCHOLARSHIPS CENTRAL AMERICA AND THE 178 1,959,234 Check   N/A N/A
TRAVEL AND FIELD TRIPS CENTRAL AMERICA AND THE 10 53,589 Check   N/A N/A
TUITION CENTRAL AMERICA AND THE 6 9,750 Check   N/A N/A
GRANTEE ALLOWANCE, BOOKS EAST ASIA AND THE PACIFI 29 19,422 Check   N/A N/A
GRANTEE COST OF LIVING EAST ASIA AND THE PACIFI 386 3,725,075 Check   N/A N/A
INSURANCE EAST ASIA AND THE PACIFI 133 63,116 Check   N/A N/A
SCHOLARSHIPS EAST ASIA AND THE PACIFI 1,085 12,959,659 Check   N/A N/A
TRAVEL AND FIELD TRIPS EAST ASIA AND THE PACIFI 154 658,062 Check   N/A N/A
TUITION EAST ASIA AND THE PACIFI 605 2,138,330 Check   N/A N/A
GRANTEE ALLOWANCE, BOOKS EUROPE 22 26,462 Check   N/A N/A
GRANTEE COST OF LIVING EUROPE 404 3,072,417 Check   N/A N/A
INSURANCE EUROPE 348 75,197 Check   N/A N/A
SCHOLARSHIPS EUROPE 1,034 11,567,014 Check   N/A N/A
TRAVEL AND FIELD TRIPS EUROPE 488 1,260,870 Check   N/A N/A
TUITION EUROPE 185 1,166,321 Check   N/A N/A
GRANTEE ALLOWANCE, BOOKS MIDDLE EAST AND NORTH AF 4 31,324 Check   N/A N/A
GRANTEE COST OF LIVING MIDDLE EAST AND NORTH AF 209 2,331,091 Check   N/A N/A
INSURANCE MIDDLE EAST AND NORTH AF 33 11,300 Check   N/A N/A
SCHOLARSHIPS MIDDLE EAST AND NORTH AF 200 2,896,523 Check   N/A N/A
TRAVEL AND FIELD TRIPS MIDDLE EAST AND NORTH AF 32 191,788 Check   N/A N/A
TUITION MIDDLE EAST AND NORTH AF 18 89,220 Check   N/A N/A
GRANTEE ALLOWANCE, BOOKS NORTH AMERICA 3 669 Check   N/A N/A
GRANTEE COST OF LIVING NORTH AMERICA 45 353,632 Check   N/A N/A
INSURANCE NORTH AMERICA 39 12,208 Check   N/A N/A
SCHOLARSHIPS NORTH AMERICA 23 247,544 Check   N/A N/A
TRAVEL AND FIELD TRIPS NORTH AMERICA 28 70,847 Check   N/A N/A
TUITION NORTH AMERICA 64 200,705 Check   N/A N/A
GRANTEE COST OF LIVING RUSSIA AND THE NEWLY IND 112 1,410,065 Check   N/A N/A
INSURANCE RUSSIA AND THE NEWLY IND 25 4,030 Check   N/A N/A
SCHOLARSHIPS RUSSIA AND THE NEWLY IND 70 899,711 Check   N/A N/A
TRAVEL AND FIELD TRIPS RUSSIA AND THE NEWLY IND 22 103,208 Check   N/A N/A
TUITION RUSSIA AND THE NEWLY IND 23 86,284 Check   N/A N/A
GRANTEE ALLOWANCE, BOOKS SOUTH AMERICA 1 469 Check   N/A N/A
GRANTEE COST OF LIVING SOUTH AMERICA 424 2,077,826 Check   N/A N/A
INSURANCE SOUTH AMERICA 98 25,065 Check   N/A N/A
SCHOLARSHIPS SOUTH AMERICA 339 3,795,234 Check   N/A N/A
TRAVEL AND FIELD TRIPS SOUTH AMERICA 267 432,194 Check   N/A N/A
TUITION SOUTH AMERICA 271 918,797 Check   N/A N/A
GRANTEE ALLOWANCE, BOOKS SOUTH ASIA 3 3,560 Check   N/A N/A
GRANTEE COST OF LIVING SOUTH ASIA 62 531,336 Check   N/A N/A
INSURANCE SOUTH ASIA 29 6,489 Check   N/A N/A
SCHOLARSHIPS SOUTH ASIA 115 1,266,412 Check   N/A N/A
TRAVEL AND FIELD TRIPS SOUTH ASIA 54 222,870 Check   N/A N/A
TUITION SOUTH ASIA 45 257,796 Check   N/A N/A
GRANTEE COST OF LIVING SUB-SAHARAN AFRICA 307 1,766,518 Check   N/A N/A
INSURANCE SUB-SAHARAN AFRICA 166 22,768 Check   N/A N/A
SCHOLARSHIPS SUB-SAHARAN AFRICA 257 2,982,679 Check   N/A N/A
TRAVEL AND FIELD TRIPS SUB-SAHARAN AFRICA 269 1,089,122 Check   N/A N/A
TUITION SUB-SAHARAN AFRICA 93 251,786 Check   N/A N/A
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 5
Part V
Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
Identifier ReturnReference Explanation
SCHEDULE F, PART I, LINE 2 PROCEDURES FOR MONITORING GRANTS OUTSIDE THE UNITED STATES OVERALL: OPERATIONS ARE MANAGED BY THE PROGRAM MANAGERS AND VARIOUS DEPARTMENTS WITHIN FINANCE AND ADMINISTRATION (I.E., CONTROLLER'S DIVISION, GRANTS AND CONTRACTS, LEGAL SERVICES AND ADMINISTRATIVE SERVICES). THERE IS REGULAR MONTHLY MONITORING BY THESE MANAGERS. PERIODIC REPORTS ARE SUBMITTED TO THE SPONSOR PER CONTRACT OR GRANT REQUIREMENTS. BUDGETS: BUDGETS ARE ESTABLISHED ON A DIVISIONAL AND PROGRAM BASIS WITH COORDINATION BY THE PROGRAM DIRECTORS. VARIANCES ARE REVIEWED EACH MONTH BY THE PROGRAM DIRECTORS. IIE USES BUDGET TO ACTUAL REPORTS THAT ARE UPDATED WEEKLY TO MONITOR PERFORMANCE. MID-YEAR BUDGET REVIEWS ARE PERFORMED BY SENIOR MANAGEMENT TO REVIEW THE ACTIVITIES OF ALL PROGRAMS AND ADJUST TO CHANGES IN BUDGET ASSUMPTIONS. PAYMENTS: PAYMENTS FOR DISBURSEMENTS AND REIMBURSEMENTS RELATING TO ALL GRANT FUNDS REQUIRE APPROPRIATE SUPPORTING DOCUMENTATION. BEFORE PAYMENTS ARE MADE, GRANTEES AND VENDORS ARE CHECKED AGAINST THE EXCLUDED PARTIES LIST SYSTEM (EPLS) TO ENSURE THESE PAYEES ARE IN COMPLIANCE WITH APPROPRIATE RULES AND REGULATIONS. UPON APPROVAL FROM EPLS, PAYMENTS WILL INCLUDE AGREEMENTS STATING THE TERMS OF THE GRANT SIGNED BY IIE AND THE GRANTEE OR VENDOR AND IIE SUPERVISOR/MANAGER LEVEL APPROVED PAYMENT DOCUMENTS TO PROCESS EACH OF THE DISBURSEMENTS OR REIMBURSEMENTS. ALL COSTS ASSOCIATED WITH THESE PAYMENTS ARE CONTROLLED BY PROGRAM MANAGEMENT AS WELL AS THE FINANCE TEAM WHO ENSURE THAT THE PAYMENTS ARE RELATED TO ALLOWABLE AND SPONSOR APPROVED ACTIVITIES. SEVIS: IIE REPORTS TO THE STUDENT AND EXCHANGE VISITOR PROGRAM (SEVP) WHICH SERVES AS THE BRIDGE FOR VARIED GOVERNMENT ORGANIZATIONS THAT HAVE AN INTEREST IN INFORMATION ON FOREIGN STUDENTS. SEVP USES WEB-BASED TECHNOLOGY, THE STUDENT AND EXCHANGE VISITOR INFORMATION SYSTEM (SEVIS), TO TRACK AND MONITOR SCHOOLS AND PROGRAMS, STUDENTS, EXCHANGE VISITORS AND THEIR DEPENDENTS THROUGHOUT THE DURATION OF APPROVED PARTICIPATION WITHIN THE U.S. EDUCATION SYSTEM.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2011
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,or if the organization entered more than $15,000 on Form 990-EZ, line 6a.right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
INSTITUTE OF INTERNATIONAL EDUCATION
 
Employer identification number

13-1624046
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
ASTIC PRODUCTIONS LLC
850 SEVENTH AVENUE PH-B
 
NEW YORK, NY10019 		SPECIAL EVENT Yes   987,597 52,500 935,097
ASTIC PRODUCTIONS LLC
850 SEVENTH AVENUE PH-B
 
NEW YORK, NY10019 		SPECIAL EVENT Yes   926,849 52,500 874,349
Total .................right arrow 1,914,446 105,000 1,809,446
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
AL, AK, AZ, AR, CA, CO, CT, FL, GA, IL, KS, KY, MD, MA, MI, MN, MS, MO, NH, NJ, NY, NC, OK, OR, RI, SC, UT, VA, WA, WV, WI
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

GALA OCT 2011
(event type) 		(b) Event #2

GALA SEPT2012
(event type) 		(c) Other Events

0
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 364,741 1,178,259   1,543,000
2 Less: Charitable
contributions . . . 		116,025 993,945   1,109,970
3 Gross income (line 1
minus line 2) . . . 		248,716 184,314   433,030
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages . .        
8 Entertainment . . .        
9 Other direct expenses . 248,716 124,284   373,000
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 373,000
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow 60,030
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2011
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
INSTITUTE OF INTERNATIONAL EDUCATION
 
Employer identification number
13-1624046
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) AMERICAN COUNCILS FOR INT'L EDUCATION
 
  		52-1067256 501(C)(3) 1,263,471   N/A N/A  
(2) AMIDEAST
 
  		53-0243270 501(C)(3) 6,063   N/A N/A  
(3) ANITA BORG INSTITUTE
 
  		77-0480427 501(C)(3) 219,147   N/A N/A  
(4) ARIZONA STATE UNIVERSITY
 
  		86-6051042 501(C)(3) 2,176,986   N/A N/A  
(5) ASPEN INSTITUTE
 
  		84-0399006 501(C)(3) 11,773   N/A N/A  
(6) BERKELEY CITY COLLEGE
 
  		94-1590799 501(C)(3) 37,894   N/A N/A  
(7) BOSTON FULBRIGHT COMMITTEE INC
 
  		04-2693036 501(C)(3) 60,000   N/A N/A  
(8) BOSTON UNIVERSITY
 
  		04-2103547 501(C)(3) 127,455   N/A N/A  
(9) BRIGHAM YOUNG UNIVERSITY
 
  		87-0217280 501(C)(3) 1,526,281   N/A N/A  
(10) BRYN MAWR COLLEGE
 
  		23-1352621 501(C)(3) 5,432,159   N/A N/A  
(11) CAL STATE UNIV LONG BEACH FOUNDATION
 
  		95-6106694 501(C)(3) 350,392   N/A N/A  
(12) CALIFORNIA STATE UNIVERSITY -SAN BERNARDINO
 
  		95-6067343 501(C)(3) 141,695   N/A N/A  
(13) CAPITAL COMMUNICATIONS GROUP INC
 
  		20-2119530 501(C)(3) 42,798   N/A N/A  
(14) CHATHAM UNIVERSITY
 
  		25-0717890 501(C)(3) 26,136   N/A N/A  
(15) COLORADO STATE UNIVERSITY
 
  		23-7098397 501(C)(3) 25,430   N/A N/A  
(16) DENVER WORLD AFFAIRS COUNCIL
 
  		45-4346778 501(C)(3) 46,875   N/A N/A  
(17) DICKINSON COLLEGE
 
  		23-1365954 501(C)(3) 47,915   N/A N/A  
(18) DREXEL UNIVERSITY
 
  		23-1352630 501(C)(3) 122,757   N/A N/A  
(19) EASTERN WASHINGTON UNIVERSITY
 
  		91-6000624 501(C)(3) 97,500   N/A N/A  
(20) EMBRY-RIDDLE AERONAUTICAL UNIV
 
  		59-0936101 501(C)(3) 323,482   N/A N/A  
(21) EMORY UNIVERSITY
 
  		58-0566256 501(C)(3) 28,451   N/A N/A  
(22) FLORIDA STATE UNIVERSITY
 
  		59-6152180 501(C)(3) 92,763   N/A N/A  
(23) FOUNDATION FOR INTL UNDERSTANDING THROUGH STUDENTS
 
  		91-0646781 501(C)(3) 9,740   N/A N/A  
(24) FULBRIGHT ASSOCIATION
 
  		52-1821935 501(C)(3) 345,000   N/A N/A  
(25) GEORGIA COUNCIL FOR INTL VISITORS
 
  		58-0940926 501(C)(3) 86,638   N/A N/A  
(26) GEORGIA INSTITUTE OF TECHNOLOGY
 
  		58-2538285 501(C)(3) 120,103   N/A N/A  
(27) GEORGIA TECH RESEARCH CORPORATION
 
  		58-2374837 501(C)(3) 366,943   N/A N/A  
(28) GLOBAL PITTSBURGH
 
  		25-6067678 501(C)(3) 9,900   N/A N/A  
(29) HUNTER COLLEGE
 
  		13-3598671 501(C)(3) 502,236   N/A N/A  
(30) INDIANA UNIVERSITY
 
  		35-6018940 501(C)(3) 1,312,683   N/A N/A  
(31) INTERNATIONAL SERVICES COUNCIL OF ALABAMA
 
  		63-0506191 501(C)(3) 86,340   N/A N/A  
(32) JACKSON STATE UNIVERSITY
 
  		64-6000507 501(C)(3) 43,618   N/A N/A  
(33) JAMES MADISON UNIVERSITY
 
  		23-7156305 501(C)(3) 350,331   N/A N/A  
(34) KENNAN INSTITUTE
 
  		52-1067541 501(C)(3) 87,297   N/A N/A  
(35) LASPAU
 
  		04-6151880 501(C)(3) 4,337,605   N/A N/A  
(36) LEHIGH UNIVERSITY
 
  		24-0795445 501(C)(3) 17,096   N/A N/A  
(37) LINCOLN UNIVERSITY
 
  		23-1352655 501(C)(3) 67,431   N/A N/A  
(38) MIAMI DADE COMMUNITY COLLEGE
 
  		59-6169745 501(C)(3) 84,288   N/A N/A  
(39) MICHIGAN STATE UNIVERSITY
 
  		23-7326030 501(C)(3) 519,465   N/A N/A  
(40) NORTH CAROLINA STATE UNIVERSITY
 
  		56-6049503 501(C)(3) 1,075,195   N/A N/A  
(41) NORTH GEORGIA COLLEGE & STATE UNIVERSITY
 
  		23-7066297 501(C)(3) 669,126   N/A N/A  
(42) NORTHERN ILLINOIS UNIVERSITY
 
  		36-6008480 501(C)(3) 48,760   N/A N/A  
(43) NORWICH UNIVERSITY
 
  		03-0179424 501(C)(3) 72,980   N/A N/A  
(44) ONE TO WORLD
 
  		13-3179151 501(C)(3) 191,000   N/A N/A  
(45) PORTLAND STATE UNIVERSITY
 
  		93-0619733 501(C)(3) 669,760   N/A N/A  
(46) REGENTS OF THE UNIVERSITY OF CALIFORNIA
 
  		94-6036494 501(C)(3) 396,016   N/A N/A  
(47) SAN DIEGO STATE UNIVERSITY FOUNDATION
 
  		95-6042721 501(C)(3) 1,881,580   N/A N/A  
(48) SAN FRANCISCO STATE UNIVERSITY
 
  		33-0868418 501(C)(3) 438,109   N/A N/A  
(49) SOUTHERN UNIVERSITY
 
  		23-7052911 501(C)(3) 44,688   N/A N/A  
(50) SPRING INTERNATIONALUNIVERSITY OF ARKANSAS
 
  		84-0965936 501(C)(3) 99,585   N/A N/A  
(51) ST JOHN'S UNIVERSITY
 
  		11-1630830 501(C)(3) 136,641   N/A N/A  
(52) STANFORD UNIVERSITY
 
  		94-1156365 501(C)(3) 72,517   N/A N/A  
(53) SYRACUSE UNIVERSITY
 
  		15-0532081 501(C)(3) 77,945   N/A N/A  
(54) TECHSOUP GLOBAL
 
  		94-3070617 501(C)(3) 13,845   N/A N/A  
(55) TEXAS A & M UNIVERSITY
 
  		74-1238434 501(C)(3) 257,071   N/A N/A  
(56) THE CITADEL
 
  		57-6020493 501(C)(3) 138,266   N/A N/A  
(57) THE FDN FOR CALIFORNIA STATE UNIV SAN BERNARDINO
 
  		04-2103547 501(C)(3) 143,146   N/A N/A  
(58) UNIVERSITY OF ARIZONA
 
  		86-6050388 501(C)(3) 190,385   N/A N/A  
(59) UNIVERSITY OF ARKANSAS
 
  		71-6003252 501(C)(3) 9,878   N/A N/A  
(60) UNIVERSITY OF CALIFORNIA
 
  		95-6006143 501(C)(3) 96,790   N/A N/A  
(61) UNIVERSITY OF CALIFORNIA - DAVIS
 
  		94-1539563 501(C)(3) 18,844   N/A N/A  
(62) UNIVERSITY OF COLORADO - DENVER
 
  		84-6000555 501(C)(3) 32,500   N/A N/A  
(63) UNIVERSITY OF FLORIDA
 
  		59-6002052 501(C)(3) 220,160   N/A N/A  
(64) UNIVERSITY OF GEORGIA
 
  		58-6001998 501(C)(3) 175,027   N/A N/A  
(65) UNIVERSITY OF HAWAII
 
  		99-0085260 501(C)(3) 1,249,098   N/A N/A  
(66) UNIVERSITY OF MARYLAND
 
  		52-2197313 501(C)(3) 1,992,099   N/A N/A  
(67) UNIVERSITY OF MICHIGAN
 
  		23-7326030 501(C)(3) 441,899   N/A N/A  
(68) UNIVERSITY OF MINNESOTA
 
  		41-6042488 501(C)(3) 54,073   N/A N/A  
(69) UNIVERSITY OF MISSISSIPPI
 
  		23-7310293 501(C)(3) 623,958   N/A N/A  
(70) UNIVERSITY OF MONTANA
 
  		81-6001713 501(C)(3) 1,363,078   N/A N/A  
(71) UNIVERSITY OF NEBRASKA
 
  		23-1352655 501(C)(3) 14,755   N/A N/A  
(72) UNIVERSITY OF NEVADA
 
  		88-6000024 501(C)(3) 32,946   N/A N/A  
(73) UNIVERSITY OF NEW MEXICO
 
  		85-6010741 501(C)(3) 32,023   N/A N/A  
(74) UNIVERSITY OF NOTRE DAME
 
  		35-0868188 501(C)(3) 50,596   N/A N/A  
(75) UNIVERSITY OF OKLAHOMA
 
  		73-6091755 501(C)(3) 267,079   N/A N/A  
(76) UNIVERSITY OF OREGON
 
  		93-6015767 501(C)(3) 834,039   N/A N/A  
(77) UNIVERSITY OF PENNSYLVANIA
 
  		23-1352685 501(C)(3) 157,735   N/A N/A  
(78) UNIVERSITY OF RHODE ISLAND
 
  		05-6014351 501(C)(3) 505,806   N/A N/A  
(79) UNIVERSITY OF SOUTH CAROLINA
 
  		57-6001153 501(C)(3) 39,999   N/A N/A  
(80) UNIVERSITY OF TEXAS
 
  		74-1587488 501(C)(3) 1,902,805   N/A N/A  
(81) UNIVERSITY OF UTAH
 
  		87-6000525 501(C)(3) 258,619   N/A N/A  
(82) UNIVERSITY OF VIRGINIA
 
  		54-1682176 501(C)(3) 206,343   N/A N/A  
(83) UNIVERSITY OF WASHINGTON
 
  		94-3079432 501(C)(3) 16,826   N/A N/A  
(84) UNIVERSITY OF WISCONSIN
 
  		39-1742564 501(C)(3) 453,399   N/A N/A  
(85) VANDERBILT UNIVERSITY
 
  		62-0476822 501(C)(3) 10,981   N/A N/A  
(86) VIRGINIA COMMONWEALTH UNIVERSITY
 
  		54-0757884 501(C)(3) 29,795   N/A N/A  
(87) VIRGINIA POLYTECHNICAL INSTITUTE
 
  		54-6001805 501(C)(3) 118,644   N/A N/A  
(88) VMI RESEARCH LABORATORIES INC
 
  		54-0737652 501(C)(3) 212,440   N/A N/A  
(89) WAC CENTRAL FLORIDA
 
  		59-1837575 501(C)(3) 9,128   N/A N/A  
(90) WESTERN KENTUCKY UNIVERSITY
 
  		61-1251555 501(C)(3) 26,734   N/A N/A  
(91) WORLDCHICAGO
 
  		36-2406639 501(C)(3) 102,243   N/A N/A  
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
91
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) GRANTEE MAINTENANCE 4037 3,872,364   N/A N/A
(2) GRANTEE COST OF LIVING 10168 94,955,532   N/A N/A
(3) INSURANCE 933 406,224   N/A N/A
(4) SCHOLARSHIPS 386 2,291,539   N/A N/A
(5) TRAVEL AND FIELD TRIPS 4149 13,195,851   N/A N/A
(6) TUITION 4992 60,286,661   N/A N/A



Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING GRANTS IN THE UNITED STATES OVERALL: OPERATIONS ARE MANAGED BY THE PROGRAM MANAGERS AND VARIOUS DEPARTYENTS WITHIN FINANCE AND ADMINISTRATION (I.E., CONTROLLER'S DIVISION, GRANTS AND CONTRACTS, LEGAL SERVICES AND ADMINISTRATIVE SERVICES). THERE IS REGULAR MONTHLY MONITORING BY THESE MANAGERS. PERIODIC REPORTS ARE SUBMITTED TO THE SPONSOR PER CONTRACT OR GRANT REQUIREMENTS. BUDGETS: BUDGETS ARE ESTABLISHED ON A DIVISIONAL AND PROGRAM BASIS WITH COORDINATION BY THE PROGRAM DIRECTORS. VARIANCES ARE REVIEWED EACH MONTH BY THE PROGRAM DIRECTORS. IIE USES BUDGET TO ACTUAL REPORTS THAT ARE UPDATED WEEKLY TO MONITOR PERFORMANCE. MID-YEAR BUDGET REVIEWS ARE PERFORMED BY SENIOR MANAGEMENT TO REVIEW THE ACTIVITIES OF ALL PROGRAMS AND ADJUST TO CHANGES IN BUDGET ASSUMPTIONS. PAYMENTS: PAYMENTS FOR DISBURSEMENTS AND REIMBURSEMENTS RELATING TO ALL GRANT FUNDS REQUIRE APPROPRIATE SUPPORTING DOCUMENTATION. BEFORE PAYMENTS ARE MADE, GRANTEES AND VENDORS ARE CHECKED AGAINST THE EXCLUDED PARTIES LIST SYSTEM (EPLS) TO ENSURE THESE PAYEES ARE IN COMPLIANCE WITH APPROPRIATE RULES AND REGULATIONS. UPON APPROVAL FROM EPLS, PAYMENTS WILL INCLUDE AGREEMENTS STATING THE TERMS OF THE GRANT SIGNED BY IIE AND THE GRANTEE OR VENDOR AND IIE SUPERVISOR/MANAGER LEVEL APPROVED PAYMENT DOCUMENTS TO PROCESS EACH OF THE DISBURSEMENTS OR REIMBURSEMENTS. ALL COSTS ASSOCIATED WITH THESE PAYMENTS ARE CONTROLLED BY PROGRAM MANAGEMENT AS WELL AS THE FINANCE TEAM WHO ENSURE THAT THE PAYMENTS ARE RELATED TO ALLOWABLE AND SPONSOR APPROVED ACTIVITIES. SEVIS: IIE REPORTS TO THE STUDENT AND EXCHANGE VISITOR PROGRAM (SEVP) WHICH SERVES AS THE BRIDGE FOR VARIED GOVERNMENT ORGANIZATIONS THAT HAVE AN INTEREST IN INFORMATION ON FOREIGN STUDENTS. SEVP USES WEB-BASED TECHNOLOGY, THE STUDENT AND EXCHANGE VISITOR INFORMATION SYSTEM (SEVIS), TO TRACK AND MONITOR SCHOOLS AND PROGRAMS, STUDENTS, EXCHANGE VISITORS AND THEIR DEPENDENTS THROUGHOUT THE DURATION OF APPROVED PARTICIPATION WITHIN THE U.S. EDUCATION SYSTEM.
Schedule I (Form 990) 2011


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
INSTITUTE OF INTERNATIONAL EDUCATION
 
Employer identification number

13-1624046
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) DR ALLAN E GOODMAN (i)
(ii)		 412,697
0 		0
0 		28,667
0 		51,400
0 		6,551
0 		499,315
0 		0
0
(2) MR PETER R THOMPSON (i)
(ii)		 350,000
0 		0
0 		5,148
0 		0
0 		0
0 		355,148
0 		0
0
(3) MS JAYE CHEN (i)
(ii)		 281,154
0 		20,000
0 		17,205
0 		45,900
0 		8,966
0 		373,225
0 		0
0
(4) MS EDITH CECIL (i)
(ii)		 205,845
0 		10,000
0 		17,629
0 		44,125
0 		3,397
0 		280,996
0 		0
0
(5) MR BRIAN CHEN (i)
(ii)		 245,558
0 		0
0 		1,249
0 		49,025
0 		6,672
0 		302,504
0 		0
0
(6) MR PETER DONDERO (i)
(ii)		 180,185
0 		3,500
0 		1,716
0 		13,850
0 		4,484
0 		203,735
0 		0
0
(7) MS DANIELA Z KAISTH (i)
(ii)		 181,399
0 		15,000
0 		16,955
0 		24,750
0 		8,712
0 		246,816
0 		0
0
(8) MR MARK S LAZAR (i)
(ii)		 185,833
0 		0
0 		1,796
0 		24,200
0 		3,472
0 		215,301
0 		0
0
(9) MR EDWARD ROSLOF (i)
(ii)		 176,044
0 		0
0 		1,651
0 		18,500
0 		10,659
0 		206,854
0 		0
0
(10) MS MELANIE SANDERS-SMITH (i)
(ii)		 197,535
0 		10,000
0 		1,002
0 		19,875
0 		2,220
0 		230,632
0 		0
0
(11) MS RAJIKA BHANDARI (i)
(ii)		 146,959
0 		0
0 		7,385
0 		31,263
0 		3,791
0 		189,398
0 		0
0
(12) MR DENNIS W KEAR (i)
(ii)		 160,658
0 		0
0 		4,138
0 		38,075
0 		7,232
0 		210,103
0 		0
0
(13) MS ELLEN MCKEY (i)
(ii)		 144,180
0 		15,000
0 		724
0 		11,306
0 		6,570
0 		177,780
0 		0
0
(14) MR JONAH MURPHY-KOKODYNIAK (i)
(ii)		 148,394
0 		5,000
0 		294
0 		11,306
0 		2,776
0 		167,770
0 		0
0
(15) MR DANIEL OBST (i)
(ii)		 153,768
0 		2,500
0 		283
0 		18,380
0 		3,908
0 		178,839
0 		0
0
(16) MR STEVEN STEIGLEDER (i)
(ii)		 148,835
0 		5,000
0 		1,359
0 		18,150
0 		2,415
0 		175,759
0 		0
0
(17) MS PEGGY BLUMENTHAL (i)
(ii)		 159,927
0 		0
0 		4,191
0 		41,500
0 		4,513
0 		210,131
0 		0
0
(18) MR MARK D MOYER (i)
(ii)		 210,854
0 		0
0 		27,932
0 		32,250
0 		4,955
0 		275,991
0 		0
0
(19) MS MARY E KIRK (i)
(ii)		 206,744
0 		0
0 		1,020
0 		44,062
0 		3,947
0 		255,773
0 		0
0
(20) MR ROBERT E SLATTERY (i)
(ii)		 119,728
0 		0
0 		25,029
0 		23,513
0 		4,022
0 		172,292
0 		0
0
(21) MS JOAN WALL (i)
(ii)		 167,236
0 		0
0 		9,385
0 		27,417
0 		5,132
0 		209,170
0 		0
0
(22) MS ELIZABETH KHALIFA (i)
(ii)		 146,255
0 		2,250
0 		45,861
0 		29,676
0 		500
0 		224,542
0 		0
0
(23) MR KIRK LENGA (i)
(ii)		 133,167
0 		3,500
0 		293
0 		18,934
0 		9,292
0 		165,186
0 		0
0
(24) MS NANCY OVERHOLT (i)
(ii)		 140,316
0 		 
0 		1,265
0 		14,753
0 		7,217
0 		163,551
0 		0
0
(25) MS JAGRITI PAREKH (i)
(ii)		 129,773
0 		4,000
0 		16,970
0 		30,954
0 		4,140
0 		185,837
0 		0
0
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
SCHEDULE J, PART I, LINE 1A   TRAVEL FOR COMPANIONS: THERE IS A HOME LEAVE POLICY IN WHICH INTERNATIONAL DIRECTORS THAT HAVE RELOCATED FOR THE ORGANIZATION ARE ALLOWED TO TRAVEL HOME ONCE EVERY TWO YEARS WITH THEIR FAMILY. HOUSING ALLOWANCE: ONE OF THE HIGHEST COMPENSATED EMPLOYEES, ELIZABETH KHALIFA, RECEIVES HOUSING ALLOWANCE. THIS EMPLOYEE IS AN INTERNATIONAL DIRECTOR LIVING OUTSIDE THE U.S.
SCHEDULE J, PART I, LINE 4B PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE CEO CAN PARTICIPATE IN THE 457(F) PLAN. THE CEO RECEIVED A CONTRIBUTION OF $21,000 DURING THE CALENDAR YEAR 2012.
Schedule J (Form 990) 2011

Additional Data


Software ID:  
Software Version:  
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.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
INSTITUTE OF INTERNATIONAL EDUCATION
 
Employer identification number

13-1624046
Identifier Return Reference Explanation
FORM 990, PART III, LINE 1 ORGANIZATION'S MISSION THE INSTITUTE OF INTERNATIONAL EDUCATION, INC. (THE "INSTITUTE") IS A NOT-FOR-PROFIT CORPORATION THAT WAS ORGANIZED AND OPERATES EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES TO PROMOTE INTERNATIONAL EDUCATIONAL AND CULTURAL EXCHANGES. THE INSTITUTE'S PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO, MANAGING FELLOWSHIPS AND SCHOLARSHIPS; ASSISTING THREATENED STUDENTS AND SCHOLARS THROUGH ITS SCHOLAR RESCUE FUND, EMERGENCY STUDENT FUND, AND OTHER EFFORTS; DEVELOPING LEADERS BY BUILDING LEADERSHIP SKILLS AND ENHANCING THE CAPACITY OF INDIVIDUALS AND ORGANIZATIONS TO ADDRESS LOCAL AND GLOBAL CHALLENGES; PROVIDING STRATEGIC RESOURCES AND SERVICES TO HELP FACULTY AND ADMINISTRATORS INTERNATIONALIZE THEIR CAMPUSES; HELPING INSTITUTIONS OF HIGHER EDUCATION BUILD CAPACITY; PROMOTING INTERNATIONAL DEVELOPMENT; AND ENGAGING IN OTHER ACTIVITIES IN FURTHERANCE OF ITS PURPOSES.
FORM 990, PART III, LINE 4A - 4D PROGRAM SERVICE ACCOMPLISHMENTS: LINE 4A - INTERNATIONAL EXCHANGE OF STUDENTS AND SCHOLARS: EXPENSES $286,006,150 INCLUDING GRANTS OF$227,819,504;REVENUE$11,086,507 BY IMPLEMENTING SOME OF THE WORLD'S MOST PRESTIGIOUS AND INNOVATIVE SCHOLARSHIP PROGRAMS IN A FAIR, OPEN, AND TRANSPARENT MANNER, THE INSTITUTE PROVIDES TALENT FROM AROUND THE WORLD WITH ACCESS TO LEADING INSTITUTIONS OF HIGHER EDUCATION AND THE INTERNATIONAL EXPERIENCE THAT IS CRITICAL TO SUCCESS IN THE 21ST CENTURY WORKPLACE. THESE PROGRAMS ARE VITAL TO PROMOTING MUTUAL UNDERSTANDING AND DEVELOPING GLOBAL LEADERS. EXAMPLES INCLUDE THE BRAZIL SCIENTIFIC MOBILITY PROGRAM SPONSORED BY THE BRAZILIAN GOVERNMENT, FULBRIGHT STUDENT AND FULBRIGHT SCHOLAR PROGRAMS WHICH ARE SPONSORED BY THE US DEPARTMENT OF STATE. LINE 4B - LEADERSHIP DEVELOPMENT EDUCATIONAL SERVICES: EXPENSES: $52,868,536 INCLUDING GRANTS OF $43,862,922;REVENUE:$1,192,151 THE INSTITUTE IMPLEMENTS PROGRAMS TO BUILD LEADERSHIP SKILLS AND ENHANCE THE CAPACITY OF INDIVIDUALS AND ORGANIZATIONS TO ADDRESS LOCAL AND GLOBAL CHALLENGES. LONG AND SHORT TERM TRAINING PROGRAMS IMPLEMENTED BY THE INSTITUTE CONNECT STUDENTS AND PROFESSIONALS WITH PEERS AND COLLEAGUES AROUND THE WORLD TO GAIN THE SKILLS AND INTERNATIONAL PERSPECTIVES THEY WILL NEED TO FORGE SOLUTIONS TO GLOBAL CHALLENGES. EXAMPLES INCLUDE NATIONAL SECURITY EDUCATION PROGRAMS SPONSORED BY THE UNITED STATES DEPARTMENT OF DEFENSE, AND USAID PROGRAMS. LINE 4C - HIGHER EDUCATION INSTITUTIONAL DEVELOPMENT: EXPENSES: $12,866,732 INCLUDING GRANTS OF $3,298,066; REVENUE:$5,671,084 THE INSTITUTE WORKS CLOSELY WITH PUBLIC AND PRIVATE HIGHER EDUCATION INSTITUTIONS TO DEVELOP HIGH-QUALITY ACADEMIC EXCHANGE PROGRAMS IN COORDINATION WITH GOVERNMENT AND NOT-FOR-PROFIT ORGANIZATIONS AND CORPORATIONS. LEVERAGING EXTENSIVE NETWORKS AND EXPERTISE WITHIN THE HIGHER EDUCATION COMMUNITY WORLDWIDE, THE INSTITUTE IS UNIQUELY POSITIONED TO HELP SHAPE NEW UNIVERSITIES AND EXPAND THE CAPABILITIES AND RELATIONSHIPS OF EXISTING ACADEMIC INSTITUTIONS. THE INSTITUTE ALSO HELPS IDENTIFY AND DEVELOP RELATIONSHIPS WITH UNIVERSITIES IN THE US AND OTHER COUNTRIES. EXAMPLES OF THESE RELATIONSHIPS INCLUDE KING ABDULLAH UNIVERSITY OF SCIENCE AND TECHNOLOGY (KAUST) AND NEW YORK UNIVERSITY, ABU DHABI. LINE 4D - EMERGENCY STUDENT AND SCHOLAR ASSISTANCE: EXPENSES:$7,853,717 INCLUDING GRANTS OF $3,348,732; REVENUE:$782 THE INSTITUTE PROVIDES EMERGENCY ASSISTANCE TO SCHOLARS AND STUDENTS THROUGHOUT THE WORLD. THROUGH THE SCHOLAR RESCUE FUND, THE INSTITUTE PROVIDES SUPPORT AND SAFE HAVEN TO ACADEMICS WHO ARE PERSECUTED AS A RESULT OF THEIR ACADEMIC WORK. THROUGH THE EMERGENCY STUDENT FUND, THE INSTITUTE PROVIDES SUPPORT TO STUDENTS FACING EMERGENCIES AND CRISES SUCH AS ILLNESS OR NATURAL DISASTERS. LINE 4D - RESEARCH AND PUBLICATIONS: EXPENSES:$1,048,488 INCLUDING GRANTS OF $51,556; REVENUE:$921,995 THE INSTITUTE PRODUCES APPLIED RESEARCH AND POLICY ANALYSIS IN THE FIELD OF INTERNATIONAL EDUCATION AND STUDENT MOBILITY. AN EXAMPLE IS "OPEN DOORS," A COMPREHENSIVE INFORMATION RESOURCE PRODUCED WITH SUPPORT FROM THE UNITED STATES DEPARTMENT OF STATE THAT DOCUMENTS AND ANALYZES ACADEMIC MOBILITY BETWEEN THE US AND THE NATIONS OF THE WORLD. THE INSTITUTE ALSO PROVIDES RESEARCH AND PROGRAM EVALUATION SERVICES TO DOMESTIC AND INTERNATIONAL GOVERNMENT AGENCIES, NOT-FOR-PROFIT ORGANIZATIONS AND FOUNDATIONS. THE INSTITUTE'S PUBLICATIONS, CONFERENCES AND MEMBERSHIP ORGANIZATION (IIE NETWORK) ON INTERNATIONAL EDUCATION TOPICS AND GUIDES TO INTERNATIONAL STUDY PROGRAMS AND FUNDING HELP GUIDE POLICIES AND PROGRAMS IN THE FIELD OF INTERNATIONAL EDUCATION.
FORM 990, PART V, LINE 4B FOREIGN COUNTRIES CHINA; HUNGARY; MEXICO; THAILAND; VIETNAM; EGYPT; INDIA; RUSSIA; UKRAINE; ETHIOPIA; UNITED KINGDOM; INDONESIA.
FORM 990, PART VI, LINE 2 FAMILY AND BUSINESS RELATIONSHIPS 1. H. JARECKI, TRUSTEE, AND M. KAPLAN, TRUSTEE - BUSINESS RELATIONSHIP 2. H. JARECKI, TRUSTEE, AND T. RUSSO, TRUSTEE - BUSINESS RELATIONSHIP
FORM 990, PART VI, LINE 11A REVIEW PROCESS FOR FORM 990 THE ORGANIZATION'S AUDIT COMMITTEE REVIEWS THE FORM 990. THE FINAL FORM 990 IS THEN PRESENTED TO THE BOARD OF TRUSTEE MEMBERS BEFORE FILING.
FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL OFFICERS, TRUSTEES AND EMPLOYEES. UPDATED ANNUAL DISCLOSURES ARE REQUIRED FROM EACH RECIPIENT. THIS PROCESS IS MONITORED BY HUMAN RESOURCES AND THE SECRETARY OF THE BOARD.
FORM 990, PART VI, LINE 15A & 15B COMPENSATION POLICY THE COMPENSATION AND HUMAN RESOURCES COMMITTEE ANNUALLY REVIEWS THE SALARIES FOR THE INSTITUTE'S SENIOR EXECUTIVES, INCLUDING THE PRESIDENT, OFFICERS AND KEY EMPLOYEES. THE COMMITTEE BASES ITS REVIEW, IN PART, ON A REVIEW OF COMPARABLE DATA OBTAINED FROM AN OUTISDE CONSULTANT, WHICH IS UPDATED FROM TIME TO TIME. THE COMMITTEE REVIEWS AND RECOMMENDS TO THE EXECUTIVE COMMITTEE FOR APPROVAL THE ANNUAL SALARY, INCENTIVE COMPENSATION, AND ANY OTHER BENEFITS ("EXECUTIVE COMPENSATION") OF THE PRESIDENT; THE EXECUTIVE COMMITTEE THEN APPRISES THE BOARD OF TRUSTEES OF ITS DETERMINATION. THE COMMITTEE ALSO REVIEWS AND APPROVES THE EXECUTIVE COMPENSATION OF THE INSTITUTE'S SENIOR EXECUTIVES, WHICH ACTION IS THEN CONVEYED THE EXECUTIVE COMMITTEE.
FORM 990, PART VI, LINE 19 DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION THE CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE ON IIE'S WEBSITE. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST.
FORM 990, PART VII AVERAGE HOURS THE AVERAGE HOURS PER WEEK ARE BASED UPON ESTIMATES. ACTUAL HOURS INCURRED MAY FLUCTUATE THROUGHOUT THE YEAR.
FORM 990, PART XI, LINE 5 OTHER CHANGES IN NET ASSETS OR FUND BALANCES UNREALIZED GAINS ON INVESTMENTS: $9,512,577
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:AMBASSADOR HARRIET ELAM-THOMAS TITLE:TRUSTEE HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MR. VICTOR J. GOLDBERG TITLE:TRUSTEE HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DR. KAREN A. HOLBROOK TITLE:TRUSTEE HOURS:1
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:AMBASSADOR DONALD F. MCHENRY TITLE:TRUSTEE HOURS:1
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
INSTITUTE OF INTERNATIONAL EDUCATION
 
Employer identification number

13-1624046
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity

















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) INTERNATIONAL FELLOWSHIPS FUND INC

809 UNITED NATIONS PLAZA 9 FL

NEW YORK,NY10017
13-4162722 		SUPPORT ORG DE 501(C)(3) 11A - I IIE
 
Yes
 
(2) INDONESIAN INTERNATIONAL EDUCATION FDN

MENARA IMPERIUM 28TH FL
JAKARTA INDONESIA   12980
ID
EDUC EXCHANGE ID FGN EXEMPT   IIE
 
Yes
 
(3) INSTITUTE INTL EDUCATION NONPROFIT LTD

BUDAPEST
HUNGARY    
HU
EDUC EXCHANGE HU FGN EXEMPT   IIE
 
Yes
 








For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) CHARITABLE REMAINDER TRUST (1)
 
 
EDUCATION GRANTS TX IIE
  		TRUST      












Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) INTERNATIONAL FELLOWSHIPS FUND INC

 C 5,283,601 BOOK
(2) INTERNATIONAL FELLOWSHIPS FUND INC

 K 331,531 BOOK
(3) INTERNATIONAL FELLOWSHIPS FUND INC

 M 242,043 BOOK
(4) INTERNATIONAL FELLOWSHIPS FUND INC

 N 1,126,586 BOOK
(5) INTERNATIONAL FELLOWSHIPS FUND INC

 P 511,001 BOOK
(6) INSTITUTE INTL EDUCATION NONPROFIT (BUDAPEST)

 B 1,627,427 BOOK
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


Software ID:  
Software Version: