Form990
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2019 , and ending 12-31-2019
BCheck if applicable:
CName of organization
NATIONAL GEOGRAPHIC SOCIETY
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1145 17TH ST NW
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC200364688
D Employer identification number

53-0193519
E Telephone number

G Gross receipts $ 381,162,225
F Name and address of principal officer:
Michael Ulica
1145 17TH ST NW
WASHINGTON,DC200364688
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
nationalgeographic.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1888
M State of legal domicile: DC
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: The purpose of the Society shall be to increase and diffuse geographic knowledge and use the power of science, exploration, education and storytelling to illuminate and protect the wonder of the world.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 20
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 19
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 606
6 Total number of volunteers (estimate if necessary) ............. 6 1,061
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 250,767
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 30,724,235 33,502,124
9 Program service revenue (Part VIII, line 2g) ......... 9,465,912 15,505,699
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 73,103,707 39,496,589
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 17,443,953 16,189,202
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 130,737,807 104,693,614
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 29,717,042 24,783,030
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 75,790,801 54,168,000
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 1,355,087 1,248,176
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet5,533,098    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 53,789,764 97,702,907
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 160,652,694 177,902,113
19 Revenue less expenses. Subtract line 18 from line 12....... -29,914,887 -73,208,499
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,538,241,169 1,655,505,558
21 Total liabilities (Part X, line 26)............. 136,052,039 151,203,911
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,402,189,130 1,504,301,647
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.
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Signature of officer Date
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Type or print name and title
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Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: To increase and diffuse geographic knowledge in the broadest sense, using the power of science, exploration, education and storytelling to illuminate and protect the wonder of the world.
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 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 $ 58,194,584 including grants of $ 3,624,113 ) (Revenue $ 5,137,107 )
STORYTELLING AND OUTREACH The Storytelling and Outreach programs include: The National Geographic museum exhibits, the museum store, live lectures, impact video, website, social media, and marketing. Storytelling and Outreach program descriptions continued on Sch. O.
4b (Code:   ) (Expenses $ 56,688,923 including grants of $ 18,414,415 ) (Revenue $ 248,345 )
SCIENTIFIC RESEARCH & EXPLORATION We believe that advancing understanding through education and empowerment provides the greatest hope for addressing the enormous challenges of the 21st century. In the upcoming years, NGS will focus the full complement of the organization's assets and strengths on a limited number of impact-driving priorities. These Impact Initiatives focus on understanding who we are, the impact we are having on the planet, the importance of valuing and protecting species and ecosystems, the accelerating threat of climate change, and the need to lower human consumption. Scientific Research Initiatives/Program descriptions continued on Sch. O
4c (Code:   ) (Expenses $ 20,514,894 including grants of $ 2,475,397 ) (Revenue $ 3,036,127 )
NATIONAL GEOGRAPHIC EDUCATION PROGRAMS The National Geographic Education team believes that young people, and the educators who reach them, are key to addressing the planet's most pressing problems. We support this idea through a strategy based on creating communities to give youth and teachers voice, supporting movements for solution finding, designing and distributing game changing tools for classrooms, and using NGS's convening power to leverage our influence to build the field of geography and create the conditions for change. National Geographic's Education programs offer community and leadership programs to educators by building community, providing grants to educators, and through two Fellow programs. Training and certification opportunities are provided to educators through the Nat Geo Educator Certification Program, Geo-Inquiry Process training, grants to the Alliance Network for Geographic Education, and attendance at national professional educator conferences. We provide classroom materials through the free educational website natgeoed.org, the digital connection Explorer Classroom program, Giant Traveling Maps, the K-5 nonfiction reading program, Explorer magazine, and through the Society's education partner, Cengage Learning. The National Geographic Education program also offers student experiences, which include the National Geographic Bee, GeoChallenge, and Student Matinees. The Resource Library features free resources for educators that are aligned to the content and pedagogy standards they must meet, but do this through the lens of NGS explorers, scientists, storytellers, conservationists, and technologists. We feature people and places from around the world, with an emphasis on human involvement in a changing planet. Major topics include geography, social studies, earth, life, physical science, technology, and culture. In 2019, we developed 494 new individual resources to cover many of the topics middle students (grades 6, 7, and 8) encounter, and offer an inside look at the most interesting people and places from all over the globe. These resources include long and short-form nonfiction articles, videos, photographs, maps, GeoStories, infographics, and assessments, and are offered up in themed collections. In 2019 we also developed a series of nine 2-4 week Project Based Learning (PBL) teaching units aimed at targeting common curricula taught across the US, but infusing it with NGS explorers, data, adventures, and media to engage students at a deeper level. In 2019, the Resource Library served 4,800 pieces of content in 24.5 million pageviews to more than 4.8 million unique users. Explorer Classroom digitally connects classrooms directly with National Geographic Explorers in the field for a real-time, unfiltered experience. The program aims to show students that science, exploration, and conservation are alive outside of their textbooks and it introduces them to explorers doing critical work in the field, gathering important data, exploring new places, and satisfying their curiosity about the world. The program connects students with scientists, photographers, and filmmakers. Programs are offered on monthly themes, such as Women in Science and Oceans. Programs are offered on monthly themes, such as Endangered Species, Ocean Plastics, and Extreme Environments. In 2019 we offered 112 Explorer Classroom programs, and reached 100,000 students with the ability to interact with explorers, scientists, archaeologists, adventurers, and other experts in real time. National Geographic Giant Maps offers 51 state maps plus DC (ranging from 21' x 14' to 21' x 17') and 7 continental maps (average size 25' x 30' of Africa, Asia, Europe, North America, South America, the Pacific, and the Solar System) for sale to the education market. The vinyl floor maps were designed using the expertise of National Geographic's cartographic division and research on elementary spatial thinking. Maps of the continents and Pacific Ocean are designed for K-8 students, and the Solar System Map is intended for K-12 students. State Giant Maps are designed for third-and-fourth-grade state studies. Each map includes free, downloadable activities that can be used with the map. In 2019, the second full year of operations and sales, 307 maps were sold to 206 schools and school districts reaching approximately 30,000 students. Explorer magazine is a K-5/6 classroom subscription with seven issues that arrive throughout the school year. Explorer features authentic, engaging, nonfiction content that showcases the adventures of National Geographic Explorers and adapts their inspiring stories for young minds. The three articles per issue support national standards such as the Common Core ELA Standards, the Next Generation Science Standards, and the C3 Framework for Social Studies. Each issue includes a full-color, double-sided classroom poster; a free Teacher's guide with lesson plans, blackline masters, and activities for educators; a free projectable PDF for whole-class instruction; and free digital magazines with read-aloud text highlighting, games, embedded videos, animations, and pop-up vocabulary. All Explorer magazines are free of advertising. Subscriptions for 2019 totaled 321,415, of which 13,823 were underwritten by donor support. National Geographic licenses the right to publish K-12 textbooks and English Language Teaching products to Cengage Learning under the National Geographic Learning (NGL) trademark. National Geographic works closely with Cengage to ensure these products maintain the highest quality and inspire learners to explore the world. National Geographic Learning's products center on the unique stories of Society explorers, grantees, and photographers to engage learners. In 2019, National Geographic Learning spotlighted explorers, grantees, and photographers in over 300 editorial features and at over 100 educational events. In 2019, National Geographic Learning reached more than 1.3 million students domestically with Reading, Science, Social Studies, and supplemental materials for the K-12 market and nearly 60 million students of all ages internationally in 115 countries with English Language Teaching (ELT) products. With National Geographic Society's support and investment, National Geographic Learning's K-12 division launched the development of the AP Human Geography program in anicipation of the student book being published in August 2020. Panorama: Reading Through the Lens of Social Studies launched in 2019 as a companion to Panorama: Reading Through the Lens of Science. Additionally, National Geographic Learning published several ELT products in 2019, including Reading Explorer 3/e, Great Writing 5/e, Grammer in Context 6/e, English in Action 3/e, World English 3/e, Critical Thinking, and Explorations, a project-based STEAM course. National Geographic Educator Certification is a free professional development program that recognizes pre-K through 12 formal and informal educators committed to inspiring the next generation of explorers, conservationists, and changemakers. These educators are part of a powerful movement to make the world a better place by empowering students to be informed decision-makers equipped to solve meaningful challenges in their communities and beyond. These educators become part of National Geographic's online educator community, stay connected with National Geographic and each other, and take on leadership roles such as certficiation facilitators, mentors, and advisors and Grosvenor Teacher Fellows. There are three phases to complete certification. Phase 1: educators participate in a 1.5-hour in-person or online workshop rooted in the National Geographic Learning Framework, Phase 2: educators implement two activities with students designed to build their global and geographic competency, Phase 3: educators submit a multimedia capstone project that includes a written reflection, lesson plan, photos of student work, and a 3-5 minute video. In 2019, ~2,000 educators became certified and we piloted the program in Mexico and with afterschool educators.
(Code:   ) (Expenses $ 269,105 including grants of $ 269,105 ) (Revenue $ 7,084,120 )
In 2019, miscellaneous program activity included a 1-time stock option exercise in an educational cruise-ship partner, an impact investing directive, continuing sustainability initiatives, and a reading room and library open to the public. In 2019, NGS realized $6.7 million in revenue recognition from the exercise of stock options to purchase shares in an educational cruise partner of National Geographic Partners. NGS IMPACT INVESTING The Investment Subcommittee with the approval of the Finance Committee directed the Outsourced Chief Investment Officer (OCIO) to deploy a portion of the investment fund to impact investments within the guidelines of the total portfolio. The OCIO has the flexibility to invest across asset classes and will be measured against the MSCI All Country World Index (net) over a full market cycle. Impact parameters must demonstrate strong alignment with one or more of NGS' global mission priorities to help protect species-at-risk, better understand human history and culture, and conserve some of our planet's last wild places. Relevant investment strategies may include but are not limited to environmental sustainability, conservation, resource efficiency, cultural diversity, and education. 2019 SUSTAINABILITY The National Geographic Society remains committed to operating more sustainably in its own facilities and in its expectations of suppliers, vendors, and partners. The Society's headquarters became the first LEED-EB certified buildings (2003), and, through ongoing tracking of energy usage, maintenance activities, waste, office and building supplies, and renovation activity the Society has maintained continuous LEED-EB certification, rising from silver to gold in 2009. In building renovations completed in 2019, existing-building LEED considerations were taken into account throughout the process. The renovated spaces added daylight harvesting and the 17th St building switched from mainly T8 to LED lighting - reducing mercury content and increasing energy savings. The renovation also allowed the 17th St building to add independent HVAC controls enabling half floors to be powered on or off rather than necessitating an entire floor being conditioned when only a small space is in use. All the new carpet installed was Interface, renowned for its recycled content . Construction teams were tasked with detailed attention to recycling as much construction waste as possible, including old carpet and ceiling tiles recycled with their original manufacturers. All renovation purchasing is being applied toward the Society's 7th LEED certification. Sustainability goals The Society has adopted a Corporate Responsibility Policy that it shares with employees, suppliers, vendors, and partners. In 2019 a joint Sustainability Governance Committee was formed with National Geographic Society and National Geographic Partners was formed to continually evaluate, update, and further corporate responsibility policies and goals. The Society also continues to work toward four core company-wide sustainability goals: * to become a carbon neutral company * to work toward zero landfill waste * to practice wise resource stewardship * to have an engaged and healthy workforce Becoming a carbon neutral company The society performs an annual carbon assessment of its Scope 1, 2, and 3 carbon emissions. The goal is to quantify carbon emissions from Society activities, reduce such emissions as much as possible, and offset emissions that cannot be eliminated. The Society purchases RECs (Renewable Energy Certificates) to offset all the electrical usage of its owned buildings and leased space. Offsets also are purchased for emissions at Society-owned buildings and leased space and business travel emissions. Day to day operations are continually evaluated and improved to seek maximum energy efficiency. Sending zero waste to the landfill The Society seeks to reduce waste produced at its headquarters and to reuse, recycle or compost as much as possible. Employees and tenants share office supplies in communal copy rooms, a large recycling area, and regular building Swap Meets to reduce the need to purchase new office supplies, packaging material, furniture, and more. Employees, tenants and guests are urged to use reusable dishware and refill bottles at water fountains rather than use disposable containers and utensils. Furniture, equipment, supplies, and Nat Geo products that can't be used at the headquarters are offered for re-use to local nonprofits, schools, museums, and artists. Recycling and composting is encouraged on every floor with centralized waste centers located through the buildings for employees, tenants and guests. Recycling and upcycling streams include paper, metals, glass, plastics, electronics, plastic film, plastic bags, and construction materials. Practicing the wise use of resources Paper suppliers to the Society are asked to provide paper from certified forestry sources and never from old-growth or high-conservation-value designated forests and to never provide paper bleached with elemental chlorine. National Geographic Society activities and services are to be legally and ethically conducted by treating employees, environments, and cultures with respect. Suppliers who provide manufacturing services to the Society are expected to follow Resource Efficiency and Cleaner Production principles as defined by the United Nations Environmental Program (UNEP) - including such measures as reusing waste, process modification, and the awareness and reduction of hazardous materials use. Only green-e certified cleaning products and low or non-VOC paints are used in the Society's headquarters. In addition, many of the building materials used in the Society are made from recycled material. Water Restoration Certificates are purchased to offset water usage in the DC headquarters. Butterfly gardens and beehives on the headquarters grounds and rooftop support endangered species and educational efforts. Meatless Monday discounts are offered to all employees, tenants, and guests to promote consumption of delicious, nutritious, yet less resource intensive foods. The type of supplies purchased for use at headquarters and the disposal of all items is tracked for LEED-EB, ensuring ongoing improvement in sustainable purchasing and landfill diversion. In conjunction with the National Geographic Plastic or Planet? Initiative, the Society has made a special effort to remove single-use plastic waste and unnecessary plastic at headquarters. Special event badges and parking tags have been changed from plastic to paper. All staff kitchens stock reusable dishware and utensils. Coffee makers and bottleless water coolers with CO2 in each kitchen allows staff to fill reusable mugs and bottles. In the Cafeteria, straws are paper and all to-go food packaging except for one windowed box and some pre-packaged snacks are compostable. Some snacks are provided in returnable glass containers for a deposit. Bottled water is provided in recyclable metal bottles. A supply chain audit was completed in 2019 and multiple suppliers and National Geographic teams are working on plastic pollution free ideas and solutions for their businesses. Continued on Sch. O Other Miscellaneous Programs.
4d Other program services (Describe in Schedule O.)
(Expenses $ 269,105 including grants of $ 269,105 ) (Revenue $ 7,084,120 )
4e Total program service expensesMediumBullet135,667,506
Form 990 (2019)
Form 990 (2019)
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 (see instructions)? 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 I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
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 III..
5
 
 
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
Yes
 
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 II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment..............
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; 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 IV..............
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, line 10? 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 VIIClick 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.......
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............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
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 XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII......................
12a
 
No
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 and XII 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, Parts I and IV.........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 other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....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 other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...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 I(see instructions) ....Click 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............
18
 
No
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...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals 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, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
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), 501(c)(4), and 501(c)(29) 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
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) 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, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV..................... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
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
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part 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.............
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 VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
962
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
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
606
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
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
No
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, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletIT , AS , NL , NO , PO , SF , SW , SZ , BE , UK , CA , GM
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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 as charitable contributions? ...
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
Yes
 
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. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2019)
Form 990 (2019)
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 or note to any line 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
1a
20
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
19
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
 
No
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
 
No
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
 
 
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 this 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
CA , CO , CT , DE , FL , GA , AL , HI , ID , IL , IN , IA , KS , KY , LA , ME , AK , MD , MA , MI , MN , MS , MO , MT , NE , NV , NH , NJ , NM , NY , NC , ND , OH , OK , OR , PA , RI , SC , SD , TN , TX , UT , VT , VA , AR , WA , WV , WI , WY
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A 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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletMICHAEL COLE1145 17TH ST NW   WASHINGTON,DC200364688 (202) 807-3092
Form 990 (2019)
Form 990 (2019)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Tracy R Wolstencroft
 
PRESIDENT & CEO
 45.0
.................
  		X   X       783,788 0 28,324
(2) Afsaneh Beschloss
 
Trustee
 4.0
.................
  		X           0 0 0
(3) ALEXANDRA GROSVENOR ELLER
 
TRUSTEE
 4.0
.................
  		X           0 0 0
(4) Angel Cabrera
 
TRUSTEE
 4.0
.................
  		X           0 0 0
(5) ANTHONY A WILLIAMS
 
TRUSTEE
 4.0
.................
  		X           0 0 0
(6) Beth Comstock
 
Trustee
 4.0
.................
  		X           0 0 0
(7) BRENDAN P BECHTEL
 
TRUSTEE
 4.0
.................
  		X           0 0 0
(8) DR PETER RAVEN
 
TRUSTEE
 8.0
.................
  		X           70,000 0 0
(9) EDWARD ROSKI JR
 
TRUSTEE
 4.0
.................
  		X           0 0 0
(10) FREDERICK J RYAN JR
 
TRUSTEE
 4.0
.................
  		X           0 0 0
(11) GEORGE MUNOZ
 
TRUSTEE
 4.0
.................
  		X           0 0 0
(12) Jack Dangermond
 
Trustee
 4.0
.................
  		X           0 0 0
(13) JANE LUBCHENCO
 
TRUSTEE
 4.0
.................
  		X           0 0 0
(14) JEAN CASE
 
Chairman
 4.0
.................
  		X           0 0 0
(15) Katherine Bradley
 
Vice Chairman
 4.0
.................
  		X           0 0 0
(16) Kevin J Maroni
 
Trustee
 4.0
.................
  		X           0 0 0
(17) Lyndon Rive
 
Trustee
 4.0
.................
  		X           0 0 0
Form 990 (2019)
Form 990 (2019)
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 (list any hours for related organizations below dotted line) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Mark Moore
 
Trustee
 4.0
.......................   		X           0 0 0
(19) MICHAEL BONSIGNORE
 
TRUSTEE
 4.0
.......................   		X           0 0 0
(20) Nancy Pfund
 
Trustee
 4.0
.......................   		X           0 0 0
(21) Strive Masiyiwa
 
TRUSTEE
 4.0
.......................   		X           0 0 0
(22) ANGELO M GRIMA
 
EVP & GENERAL COUNSEL/CORP. SEC.
 45.0
.......................   		    X       394,295 0 34,816
(23) MICHAEL J COLE
 
SVP/CONTROLLER/ASST. TREASURER
 45.0
.......................   		    X       312,321 0 30,185
(24) MICHAEL ULICA
 
PRESIDENT/COO/TREASURER
 45.0
.......................   		    X       660,528 0 34,207
(25) TARA BUNCH
 
Chief Administrative Officer
 45.0
.......................   		    X       378,265 0 27,970
(26) AMY KREIDER
 
CHIEF MEDIA & PUBLIC AFFAIRS OFFICER
 45.0
.......................   		      X     260,325 0 10,138
(27) EMMA CARRASCO
 
CHIEF MARKETING & ENGAGEMENT/SVP GLOBAL STRATEGY
 45.0
.......................   		      X     456,505 0 22,162
(28) Jonathan Baillie
 
Chief Scientist/EVP Science & Exploration
 45.0
.......................   		      X     452,769 0 383,937
(29) Vicki Phillips
 
EVP & Chief Education Officer
 45.0
.......................   		      X     369,147 0 13,207
(30) Alex Moen
 
VP Explorers Program
 45.0
.......................   		        X   264,798 0 37,331
(31) CHRISTOPHER JOHNS
 
Director Executive, Yellowstone Project
 45.0
.......................   		        X   518,777 0 12,607
(32) Enric Sala
 
Explorer in Residence
 45.0
.......................   		        X   343,673 0 19,585
(33) Kaitlin Yarnall
 
Chief Storytelling Officer & SVP
 45.0
.......................   		        X   275,533 0 27,052
(34) Robert Bernard
 
Global Head of Strategic Partnerships
 45.0
.......................   		        X   379,214 0 223,044
(35) FRANK BORMAN
 
TRUSTEE EMERITUS
  
.......................   		          X 13,000 0 0
(36) Gary E Knell
 
CEO & President
 4.0
.......................   		          X 18,467 0 0
(37) Leora Hanser
 
SVP Partnerships
 45.0
.......................   		          X 288,493 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 6,239,898 0 904,565
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet152
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
Yes
 
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
James G Davis Construction Corporation

12530 Parklawn Dr
Rockville,MD20852 		Building Contractor 36,341,348
Digital Velocity Partners LLC

10 Glebe Place
London   SW35LB
UK 		IT Services/Consulting 2,687,966
Hickok Cole Architects Inc

1023 31st St NW
Washington,DC20007 		Architecture Services/Consulting 2,119,437
Celerity IT LLC

8401 Greensboro Drive
Suite 500
Mclean,VA22102 		IT Services/Consulting 1,900,903
Marsh & Mclennan Agency LLC

360 Hamilton Avenue Suite 930
White Plains,NY10601 		Insurance/Risk Management 1,755,317
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet165
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 88,833
f All other contributions, gifts, grants, and similar amounts not included above1f 33,413,291
g Noncash contributions included in lines 1a - 1f:$ 1g 248,844
h Total. Add lines 1a-1f.......MediumBullet 33,502,124
Program Service RevenueAmt Business Code
2a Storytelling & Outreach 900004 5,137,107 5,137,107    
b Education 900004 3,036,127 3,036,127    
c Scientific Research & Exploration 900004 248,345 248,345    
d Other misc. programs 900004 7,084,120 7,084,120    
e
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f .....MediumBullet 15,505,699
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 13,127,308   250,767 12,876,541
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 15,769,187     15,769,187
(ii) Personal (i) Real
6a Gross rents   15,315,907 6a
b Less: rental expenses   14,895,892 6b
c Rental income or (loss) 0 420,015 6c
d Net rental income or (loss).......MediumBullet 420,015     420,015
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   287,942,000 7a
b Less: cost or other basis and sales expenses   261,572,719 7b
c Gain or (loss) 0 26,369,281 7c
d Net gain or (loss).........MediumBullet 26,369,281     26,369,281
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See instructions.....MediumBullet 104,693,614 15,505,699 250,767 55,435,024
Form 990 (2019)
Form 990 (2019)
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).Check if Schedule O contains a response or note to any line 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 domestic organizations and domestic governments. See Part IV, line 21 .... 7,320,555 7,320,555
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 4,814,752 4,814,752
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 12,647,723 12,647,723
4 Benefits paid to or for members ....... 0 0
5 Compensation of current officers, directors, trustees, and key employees ........... 5,136,599 2,912,908 2,145,920 77,771
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 0 0 0
7 Other salaries and wages........ 37,842,992 28,926,143 8,055,489 861,360
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 1,314,463 745,417 549,144 19,902
9 Other employee benefits ....... 6,590,323 4,422,426 1,579,646 588,251
10 Payroll taxes ........... 3,283,623 1,862,106 1,371,801 49,716
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 686,742 773 685,969  
c Accounting ........... 480,844 0 465,265 15,579
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17 1,248,176 1,248,176
f Investment management fees ...... 9,662,332   9,662,332  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 41,904,639 40,560,394 0 1,344,245
12 Advertising and promotion .... 2,149,792 1,736,197 100 413,495
13 Office expenses ....... 2,798,738 2,481,157 15,908 301,673
14 Information technology ...... 5,298,152 5,034,499 16,709 246,944
15 Royalties .. 882,917 859,241 21,296 2,380
16 Occupancy ........... 5,012,810 1,509,000 3,443,810 60,000
17 Travel ............ 6,019,536 5,815,812 85,051 118,673
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 1,421,260 1,218,769 62,972 139,519
20 Interest ........... 2,272,872 341,342 1,918,116 13,414
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 6,893,000 1,304,105 5,556,895 32,000
23 Insurance ... 1,344,479 279,393 1,065,086  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Production Expense 10,874,794 10,874,794    
b
c
d
e All other expenses 0 0 0 0
25 Total functional expenses. Add lines 1 through 24e 177,902,113 135,667,506 36,701,509 5,533,098
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). 9,161,793 5,808,576 1,262,284 2,090,933
Form 990 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 48,284,314 1 59,687,468
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ...... 4,998,419 3 9,724,520
4 Accounts receivable, net ............. 5,285,730 4 5,330,658
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 33,025,000 7 31,787,718
8 Inventories for sale or use ............ 215,885 8 226,216
9 Prepaid expenses and deferred charges ...... 4,177,674 9 4,341,023
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 160,691,296
b Less: accumulated depreciation 10b 78,918,378 67,306,118 10c 81,772,918
11 Investments—publicly traded securities . 482,211,978 11 516,834,362
12 Investments—other securities. See Part IV, line 11 ..... 885,838,940 12 924,853,193
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 6,897,111 15 20,947,482
16 Total assets. Add lines 1 through 15 (must equal line 33)... 1,538,241,169 16 1,655,505,558
Liabilities 17 Accounts payable and accrued expenses ..... 33,875,992 17 29,395,897
18 Grants payable ... 8,439,008 18 7,449,522
19 Deferred revenue ......... 2,668,063 19 3,283,625
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24 53,461,664
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 91,068,976 25 57,613,203
26 Total liabilities. Add lines 17 through 25.. 136,052,039 26 151,203,911
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 1,247,345,000 27 1,335,475,647
28 Net assets with donor restrictions ........... 154,844,130 28 168,826,000
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 1,402,189,130 32 1,504,301,647
33 Total liabilities and net assets/fund balances ........ 1,538,241,169 33 1,655,505,558
Form 990 (2019)
Form 990 (2019)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
104,693,614
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
177,902,113
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-73,208,499
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
1,402,189,130
5
Net unrealized gains (losses) on investments ...............
5
169,692,147
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
5,628,869
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
1,504,301,647
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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
 
No
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
 
 
Form 990 (2019)
Form 990 (2019)
Additional Data


Software ID: 19010655
Software Version: 2019v5.0
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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
NATIONAL GEOGRAPHIC SOCIETY
 
Employer identification number

53-0193519
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 2
Part II
Support Schedule for Organizations Described in Sections 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 failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
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            
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)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 28,031,990 16,973,959 29,820,100 30,724,235 33,502,124 139,052,408
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 282,118,316 13,136,039 9,296,258 9,465,912 15,505,699 329,522,224
3 Gross receipts from activities that are not an unrelated trade or business under section 513 ..... 24,448 0       24,448
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... 0 0       0
5 The value of services or facilities furnished by a governmental unit to the organization without charge 0 0       0
6 Total. Add lines 1 through 5 310,174,754 30,109,998 39,116,358 40,190,147 49,007,823 468,599,080
7a Amounts included on lines 1, 2, and 3 received from disqualified persons 395,000 1,029,988 2,160,500 866,500 120,508 4,572,496
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. 0 0 0 0 0 0
c Add lines 7a and 7b.. 395,000 1,029,988 2,160,500 866,500 120,508 4,572,496
8 Public support. (Subtract line 7c from line 6.) 464,026,584
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
9 Amounts from line 6... 310,174,754 30,109,998 39,116,358 40,190,147 49,007,823 468,599,080
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 66,000,713 49,597,243 176,577,519 103,695,389 97,112,402 492,983,266
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. 0 0 296,887 273,756 0 570,643
c Add lines 10a and 10b. 66,000,713 49,597,243 176,874,406 103,969,145 97,112,402 493,553,909
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. 0 0 0   0 0
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. 583,828,735 24,722,265 0 0 0 608,551,000
13 Total support. (Add lines 9, 10c, 11, and 12.).. 960,004,202 104,429,506 215,990,764 144,159,292 146,120,225 1,570,703,989
14
Section C. Computation of Public Support Percentage
15
15
29.54 %
16
16
42.46 %
Section D. Computation of Investment Income Percentage
17
17
31.42 %
18
18
24.83 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2019 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2019 		(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2020. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A, Part III, Line 12 Other Income DESCRIPTION - NON-CAPITAL GAIN, COLUMN A - XXX-XX-XXXX.0, COLUMN B - 24722265.0, COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - XXX-XX-XXXX.0;
Schedule A (Form 990 or 990-EZ) 2019


Additional Data


Software ID: 19010655
Software Version: 2019v5.0
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.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Name of the organization
NATIONAL GEOGRAPHIC SOCIETY
 
Employer identification number

53-0193519
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
NATIONAL GEOGRAPHIC SOCIETY
  		Employer identification number
53-0193519
Part I
Contributors
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


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
NATIONAL GEOGRAPHIC SOCIETY
  		Employer identification number

53-0193519
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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
NATIONAL GEOGRAPHIC SOCIETY
  		Employer identification number

53-0193519
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2019)

Additional Data


Software ID: 19010655
Software Version: 2019v5.0
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on 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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
NATIONAL GEOGRAPHIC SOCIETY
 
Employer identification number

53-0193519
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 0  
2 Aggregate value of contributions to (during year) 0  
3 Aggregate value of grants from (during year) 8,201,448  
4 Aggregate value at end of year ........ 0  
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" on 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 7/25/06, 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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, 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 section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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 XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB 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)
Revenue included on 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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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" on 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 XIII 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, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on 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 .... 239,870,015 271,322,687 274,276,642 267,324,047 275,446,351
b Contributions ... 0 94,492 92,214 256,441 175,366
c Net investment earnings, gains, and losses 42,908,132 -13,125,761 45,012,034 13,614,176 4,109,830
d Grants or scholarships ... 4,964,476 15,914,493 44,965,082 3,825,459 8,052,761
e Other expenditures for facilities
and programs ... 		912,042 605,020 2,984,074 2,936,503 4,151,412
f Administrative expenses .... 6,212,374 1,901,890 109,047 156,060 203,327
g End of year balance ...... 270,689,255 239,870,015 271,322,687 274,276,642 267,324,047
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet50.26 %
b
Permanent endowment SchDMd Bullet27.59 %
c
Term endowment SchDMd Bullet22.15 %
The percentages on 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" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. 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 .....   2,906,296 2,906,296
b Buildings ....   138,839,744 72,544,671 66,295,073
c Leasehold improvements   1,268,000 1,121,873 146,127
d Equipment ....   8,727,493 3,405,288 5,322,205
e Other .....   8,949,763 1,846,546 7,103,217
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 81,772,918
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. 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........ 101,395,000 F
(3) Other
(A) HEDGE FUNDS		 417,604,000 F

(B) REAL EST.INVEST.TRUSTS		 4,114,000 F

(C) MONEY MARKET FUNDS		 71,200,000 F

(D) PERPETUAL TRUST		 323,946 C

(E) 100% SUB NGSP, Inc.		 162,354,130 C

(F) INVESTMENT - DEFERRED COMPENSATION		 1,896,117 F

(G) MORTGAGE-BACKED SECURITIES		 3,446,000 F

(H) FIXED-INCOME OBLIGATIONS		 111,708,000 F

(I) COMMODITIES		 11,258,000 F

(J) Investment in Private Companies		 0  

(K) CASH EQUIVALENT		 12,000,000 F

(L) Other Direct Investments		 27,554,000 C
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 924,853,193
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 57,613,203
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
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  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
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 XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
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  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D, Part III, Line 4 Collections of art - description of collections The Society's image collection contains illustrations, photographic negatives and digital files taken over the past 130+ years by photographers on assignment for the Society. The museum also maintains artifacts donated to or collected by the Society over its 130+ year history. A rare book collection of approximately 1,300 volumes covering topics such as natural history, polar history and climate, and the history of early travel and exploration is maintained within the Society's research and reference library. This collection is made available to scholars and researchers.
Schedule D, Part V, Line 4 Intended uses of endowment funds Fund for Exploration--to be used to support research, exploration and conservation. Buffet Funds--to be used to support conservation in Africa and Latin America, as well as all programs for Big Cats conservation. Geography Education Funds--to be used to support geographic education.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote FIN 48 Audited Footnote Disclosure: The Society is a not-for profit organization incorporated under the laws of the District of Columbia and is recognized as exempt from federal income taxes under Section 501(c)(3) of the Code, except for income derived from unrelated business activities. The Society recognizes the effect of income tax positions only if those positions are more likely than not to be sustained. Recognized uncertain income tax positions (none at December 31, 2019 and 2018) are measured at the largest amount that has a greater than 50% likelihood of being realized. Changes in recognition or measurement are reflected in the period in which the change in judgement occurred.
Schedule D (Form 990) 2019


Additional Data


Software ID: 19010655
Software Version: 2019v5.0




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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
NATIONAL GEOGRAPHIC SOCIETY
 
Employer identification number

53-0193519
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on 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. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, 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 the region		 (f) Total expenditures
for and investments
in the region
Central America and the Caribbean 0 0 Program Services Royalties, fees for service 265,368
East Asia and the Pacific 0 0 Program Services Royalties, fees for service 677,494
Europe (Including Iceland and Greenland) 0 0 Program Services Royalties, fees for service 5,351,657
Middle East and North Africa 0 0 Program Services Royalties, fees for service 7,710
North America (Canada & Mexico only) 0 0 Program Services Royalties, fees for service 1,197,587
Russia and Neighboring States 0 0 Program Services Royalties, fees for service 870,725
South America 0 0 Program Services Royalties, fees for service 329,768
South Asia 0 0 Program Services Royalties, fees for service 1,614,461
Sub-Saharan Africa 0 0 Program Services Royalties, fees for service 925,942
Central America and the Caribbean 0 0 Grantmaking   200,816
East Asia and the Pacific 0 2 Grantmaking   813,583
Europe (Including Iceland and Greenland) 0 0 Grantmaking   3,941,891
Middle East and North Africa 0 0 Grantmaking   59,750
North America (Canada & Mexico only) 0 0 Grantmaking   1,187,023
Russia and Neighboring States 0 0 Grantmaking   197,454
South America 0 0 Grantmaking   1,686,160
South Asia 0 0 Grantmaking   935,568
Sub-Saharan Africa 0 1 Grantmaking   3,625,478
East Asia and the Pacific 0 0 Investments   264,099,222
Europe (Including Iceland and Greenland) 0 0 Investments   218,203,938
North America (Canada & Mexico only) 0 0 Investments   25,328,223
South America 0 0 Investments   14,467,603
Central America and the Caribbean 0 0 Investments   12,502,282
Middle East and North Africa 0 0 Investments   1,477,731
Russia and Neighboring States 0 0 Investments   3,083,690
South Asia 0 0 Investments   17,502,476
Sub-Saharan Africa 0 0 Investments   11,255,554
3a Sub-total .... 0 2 19,327,389
b Total from continuation sheets to Part I ... 0 1 572,481,765
c Totals (add lines 3a and 3b) 0 3 591,809,154
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated 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 noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
Central America and the Caribbean LEX 29,900 WIRE     FMV
Central America and the Caribbean Sponsorship 25,000 WIRE     FMV
Central America and the Caribbean Standard Grants 27,060 WIRE     FMV
East Asia and the Pacific Early Career Grants 9,417 WIRE     FMV
East Asia and the Pacific Early Career Grants 6,500 WIRE     FMV
East Asia and the Pacific Expand the Field 10,000 WIRE     FMV
East Asia and the Pacific Sponsorship 45,000 WIRE     FMV
East Asia and the Pacific Standard Grants 58,345 WIRE     FMV
East Asia and the Pacific Standard Grants 26,700 WIRE     FMV
East Asia and the Pacific Standard Grants 57,960 WIRE     FMV
East Asia and the Pacific Standard Grants 30,000 WIRE     FMV
East Asia and the Pacific Standard Grants 16,370 WIRE     FMV
East Asia and the Pacific Standard Grants 39,495 WIRE     FMV
East Asia and the Pacific Standard Grants 29,550 WIRE     FMV
East Asia and the Pacific Standard Grants 29,800 WIRE     FMV
East Asia and the Pacific Standard Grants 29,605 WIRE     FMV
East Asia and the Pacific Standard Grants 20,000 WIRE     FMV
East Asia and the Pacific Standard Grants 46,950 WIRE     FMV
East Asia and the Pacific Standard Grants 59,133 WIRE     FMV
East Asia and the Pacific Standard Grants 84,465 WIRE     FMV
East Asia and the Pacific Standard Grants 30,000 WIRE     FMV
East Asia and the Pacific Standard Grants 15,000 WIRE     FMV
Europe (Including Iceland and Greenland) Big Cats Initiative 50,000 WIRE     FMV
Europe (Including Iceland and Greenland) Early Career Grants 9,517 WIRE     FMV
Europe (Including Iceland and Greenland) Early Career Grants 10,000 WIRE     FMV
Europe (Including Iceland and Greenland) Early Career Grants 7,540 WIRE     FMV
Europe (Including Iceland and Greenland) Early Career Grants 9,624 WIRE     FMV
Europe (Including Iceland and Greenland) Early Career Grants 10,000 WIRE     FMV
Europe (Including Iceland and Greenland) Early Career Grants 5,297 WIRE     FMV
Europe (Including Iceland and Greenland) Early Career Grants 8,650 WIRE     FMV
Europe (Including Iceland and Greenland) Early Career Grants 5,100 WIRE     FMV
Europe (Including Iceland and Greenland) Illegal Wildlife Trade 93,056 WIRE     FMV
Europe (Including Iceland and Greenland) Making a Case for Nature 5,514 WIRE     FMV
Europe (Including Iceland and Greenland) Perpetual Planet/Mtns. Exped. 22,298 WIRE     FMV
Europe (Including Iceland and Greenland) Photo Ark 480,000 WIRE     FMV
Europe (Including Iceland and Greenland) Sponsorship 20,000 WIRE     FMV
Europe (Including Iceland and Greenland) Sponsorship 20,000 WIRE     FMV
Europe (Including Iceland and Greenland) Sponsorship 100,000 WIRE     FMV
Europe (Including Iceland and Greenland) Sponsorship 45,000 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 15,000 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 39,948 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 58,690 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 27,000 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 32,000 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 50,000 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 28,048 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 25,319 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 25,160 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 28,010 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 29,283 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 29,107 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 29,000 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 29,880 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 20,018 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 37,146 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 127,325 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 64,938 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 59,519 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 69,300 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 17,000 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 28,000 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 61,607 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 117,000 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 35,436 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 30,000 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 13,000 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 134,000 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 99,108 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 94,000 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 17,122 WIRE     FMV
Europe (Including Iceland and Greenland) Standard Grants 14,600 WIRE     FMV
Middle East and North Africa Standard Grants 30,000 WIRE     FMV
Middle East and North Africa Standard Grants 29,750 WIRE     FMV
North America (Canada & Mexico only) Early Career Grants 10,000 WIRE     FMV
North America (Canada & Mexico only) Early Career Grants 9,597 WIRE     FMV
North America (Canada & Mexico only) Early Career Grants 10,000 WIRE     FMV
North America (Canada & Mexico only) Early Career Grants 10,000 WIRE     FMV
North America (Canada & Mexico only) Early Career Grants 8,350 WIRE     FMV
North America (Canada & Mexico only) LEX 70,000 WIRE     FMV
North America (Canada & Mexico only) Sponsorship 150,000 WIRE     FMV
North America (Canada & Mexico only) Standard Grants 23,338 WIRE     FMV
North America (Canada & Mexico only) Standard Grants 29,960 WIRE     FMV
North America (Canada & Mexico only) Standard Grants 22,545 WIRE     FMV
North America (Canada & Mexico only) Standard Grants 15,000 WIRE     FMV
North America (Canada & Mexico only) Standard Grants 30,000 WIRE     FMV
North America (Canada & Mexico only) Standard Grants 117,221 WIRE     FMV
North America (Canada & Mexico only) Standard Grants 41,050 WIRE     FMV
South America LEX 50,000 WIRE     FMV
South America LEX 120,000 WIRE     FMV
South America LEX 120,000 WIRE     FMV
South America Sponsorship 100,000 WIRE     FMV
South America Sponsorship 25,000 WIRE     FMV
South America Standard Grants 31,909 WIRE     FMV
South America Standard Grants 28,400 WIRE     FMV
South America Standard Grants 24,000 WIRE     FMV
South America Standard Grants 28,900 WIRE     FMV
South America Standard Grants 29,985 WIRE     FMV
South America Standard Grants 30,000 WIRE     FMV
South America Standard Grants 12,188 WIRE     FMV
South America Standard Grants 29,921 WIRE     FMV
South America Standard Grants 71,000 WIRE     FMV
South America Standard Grants 50,000 WIRE     FMV
South Asia EDU Youth Leadership Inst. 25,018 WIRE     FMV
South Asia Perpetual Planet/Mtns. Exped. 9,240 WIRE     FMV
South Asia Perpetual Planet/Mtns. Exped. 64,775 WIRE     FMV
South Asia Perpetual Planet/Mtns. Exped. 5,650 WIRE     FMV
South Asia Perpetual Planet/Mtns. Exped. 13,286 WIRE     FMV
South Asia Perpetual Planet/Mtns. Exped. 14,840 WIRE     FMV
South Asia Sponsorship 20,000 WIRE     FMV
South Asia Sponsorship 45,000 WIRE     FMV
South Asia Standard Grants 36,093 WIRE     FMV
South Asia Standard Grants 28,400 WIRE     FMV
South Asia Standard Grants 55,327 WIRE     FMV
South Asia Standard Grants 28,357 WIRE     FMV
South Asia Standard Grants 44,725 WIRE     FMV
South Asia Standard Grants 29,870 WIRE     FMV
South Asia Standard Grants 73,996 WIRE     FMV
South Asia Standard Grants 30,000 WIRE     FMV
South Asia Standard Grants 40,000 WIRE     FMV
Sub-Saharan Africa Early Career Grants 10,000 WIRE     FMV
Sub-Saharan Africa Early Career Grants 7,767 WIRE     FMV
Sub-Saharan Africa Explorers In Residence 100,000 WIRE     FMV
Sub-Saharan Africa Lee Berger Hominin Expl. 509,572 WIRE     FMV
Sub-Saharan Africa LWP Partnerships 1,000,000 WIRE     FMV
Sub-Saharan Africa Okavango Wilderness Proj. 10,000 WIRE     FMV
Sub-Saharan Africa Sponsorship 25,000 WIRE     FMV
Sub-Saharan Africa Sponsorship 8,000 WIRE     FMV
Sub-Saharan Africa Standard Grants 56,731 WIRE     FMV
Sub-Saharan Africa Standard Grants 29,200 WIRE     FMV
Sub-Saharan Africa Standard Grants 70,000 WIRE     FMV
Sub-Saharan Africa Standard Grants 28,000 WIRE     FMV
Sub-Saharan Africa Standard Grants 104,324 WIRE     FMV
Sub-Saharan Africa Standard Grants 86,100 WIRE     FMV
Sub-Saharan Africa Standard Grants 30,000 WIRE     FMV
Sub-Saharan Africa Standard Grants 30,000 WIRE     FMV
Sub-Saharan Africa Standard Grants 50,000 WIRE     FMV
Sub-Saharan Africa Standard Grants 21,571 WIRE     FMV
Sub-Saharan Africa Standard Grants 100,000 WIRE     FMV
Sub-Saharan Africa Standard Grants 39,500 WIRE     FMV
Sub-Saharan Africa Standard Grants 45,764 WIRE     FMV
Sub-Saharan Africa Standard Grants 75,000 WIRE     FMV
Sub-Saharan Africa Standard Grants 96,707 WIRE     FMV
Sub-Saharan Africa Standard Grants 29,980 WIRE     FMV
Sub-Saharan Africa Standard Grants 100,000 WIRE     FMV
Sub-Saharan Africa Storytelling Fellows 75,000 WIRE     FMV
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
145
3 Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated 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
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
Early Career Grants Central America and the Caribbean 2 18,870 WIRE     FMV
Early Career Grants East Asia and the Pacific 3 26,492 WIRE     FMV
Early Career Grants Europe (Including Iceland and Greenland) 24 222,391 WIRE     FMV
Early Career Grants North America (Canada & Mexico only) 11 94,166 WIRE     FMV
Early Career Grants South America 20 175,019 WIRE     FMV
Early Career Grants South Asia 9 75,508 WIRE     FMV
Early Career Grants Sub-Saharan Africa 13 109,121 WIRE     FMV
Archaeology R&D Europe (Including Iceland and Greenland) 1 25,246 WIRE     FMV
Archaeology R&D North America (Canada & Mexico only) 1 35,000 WIRE     FMV
Expand the Field East Asia and the Pacific 1 6,000 WIRE     FMV
Expand the Field South America 3 20,519 WIRE     FMV
Perpetual Planet/Mtn. Exped. South Asia 2 20,100 WIRE     FMV
Sponsorship Europe (Including Iceland and Greenland) 1 10,000 WIRE     FMV
Sponsorship North America (Canada & Mexico only) 1 12,500 WIRE     FMV
Standard Grants Central America and the Caribbean 2 99,986 WIRE     FMV
Standard Grants East Asia and the Pacific 5 136,801 WIRE     FMV
Standard Grants Europe (Including Iceland and Greenland) 42 1,265,344 WIRE     FMV
Standard Grants North America (Canada & Mexico only) 13 498,296 WIRE     FMV
Standard Grants Russia and Neighboring States 2 67,117 WIRE     FMV
Standard Grants South America 23 739,319 WIRE     FMV
Standard Grants South Asia 8 275,383 WIRE     FMV
Standard Grants Sub-Saharan Africa 17 674,391 WIRE     FMV
Storytelling Fellows Europe (Including Iceland and Greenland) 1 31,750 WIRE     FMV
Storytelling Fellows Russia and Neighboring States 2 130,337 WIRE     FMV
Storytelling Fellows Sub-Saharan Africa 1 103,750 WIRE     FMV
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
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, Return by a U.S. Transferor of Property to a Foreign Corporation (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 separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
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, Information 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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 5
Part V
Supplemental Information
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.
ReturnReference Explanation
Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds The National Geographic Society FUNDS GRANTS ACROSS THE FIELDS OF CONSERVATION, EDUCATION, RESEARCH, STORYTELLING AND TECHNOLOGY. GRANT PROPOSALS ARE REVIEWED BY NATIONAL GEOGRAPHIC STAFF EXPERTS, AN EXTERNAL PANEL OF GLOBAL SUBJECT MATTER EXPERTS AND AN EXECUTIVE COMMITTEE WHO RECOMENDS GRANTS FOR APPROVAL. When outside expertise is required to meet the impact objectives of a specific program, we often award grants outside of the grants committee process. Any grants awarded outside of the grants committee pipeline are considered "External Project Funding." Such grants are subject to an internal review process that evaluates the expertise of the grantee, the methodology for executing the work, and the overall contribution to programmatic objectives. Once the grantee is selected, the entire project - including grant funding - is submitted for approval by the NGS senior team through the "Spend Approval Process." Grants approved through this process are subject to reporting requirements above and beyond those required of standard grantees. THE GRANT RECIPENTS ARE REQUIRED TO SIGN A GRANT AGREEMENT AND SUBMIT REPORTING INCLUDING A FINANCIAL ACCOUNTING OF FUNDS SPENT TO ENSURE THAT THE GRANT FUNDS ARE PROPERLY USED AND ACCOUNTED FOR. THE FOLLOWING IS A DETAILED DESCRIPTION: WHEN A NATIONAL GEOGRAPHIC SOCIETY GRANT APPLICATION HAS BEEN APPROVED, PAYMENT IS ISSUED ONCE THE SOCIETY HAS RECEIVED THE FOLLOWING COMPLETED, SIGNED DOCUMENTS FROM THE GRANTEE: 1) APPROPRIATE TAX FORM. ALL GRANTEES WHO ARE NOT US CITIZENS ARE REQUIRED TO SIGN AND SUBMIT THE APPROPRIATE TAX FORM (FORM W-8) FOR WORK CONDUCTED WHOLLY OUTSIDE THE US. 2) GRANT AGREEMENT. ALL GRANTEES MUST COMPLETE AND SIGN A GRANT AGREEMENT, WHICH INCLUDES DUE DATES FOR RESEARCH REPORTS AND FINANCIAL REPORTS (GENERALLY DUE WITHIN SIX MONTHS OF COMPLETION OF THE FIELD WORK.) BY SIGNING THE GRANT AGREEMENT, THE GRANTEE AGREES TO SUBMIT A FINAL NARRATIVE REPORT AND A FINANCIAL ACCOUNTING OF THE GRANT MONIES SPENT BEFORE THE INDICATED SUBMISSION DEADLINE. GRANTEES ALSO CERTIFY TO PARAGRAPHS 16 & 17 (COPIED BELOW) THAT THEY WILL NOT PROMOTE TERRORISM AND WILL COMPLY WITH FOREIGN TRADE CONTROLS: 17. CERTIFICATION. BY COUNTERSIGNING THIS AGREEMENT, YOU CERTIFY THAT YOUR ORGANIZATION DOES NOT AND WILL NOT PROMOTE OR ENGAGE IN VIOLENCE OR TERRORISM, NOR WILL YOUR ORGANIZATION MAKE SUB-GRANTS OR OTHER PAYMENTS TO ANY ENTITY THAT ENGAGES IN SUCH ACTIVITIES. 17 U.S. FOREIGN TRADE CONTROLS. BY COUNTERSIGNING THIS AGREEMENT, I OR GRANTEE ACKNOWLEDGE THAT I AM AWARE OF, AND AGREE TO COMPLY FULLY WITH, U.S. FOREIGN TRADE CONTROLS THAT GOVERN TRAVEL TO, AND TRANSACTIONS WITH, COUNTRIES SUCH AS CUBA, IRAN, SUDAN, SYRIA, NORTH KOREA, CRIMEA TERRITORY, AND OTHER U.S.-SANCTIONED COUNTRIES, INCLUDING ANY SUCH CONTROLS THAT MAY BE IMPOSED IN THE FUTURE DURING THE PERIOD OF THE GRANT. SPECIFICALLY, I ACKNOWLEDGE THAT I AM AWARE OF AND AGREE TO COMPLY WITH THE REGULATIONS OF THE U.S. DEPARTMENT OF THE TREASURY GOVERNING TRAVEL TO AND TRADE WITH COUNTRIES SUBJECT TO U.S. ECONOMIC SANCTIONS (31 CODE OF FEDERAL REGULATIONS PARTS 500-598) AND ALSO WITH THE EXPORT ADMINISTRATION REGULATIONS OF THE U.S. DEPARTMENT OF COMMERCE (15 CODE OF FEDERAL REGULATIONS PARTS 730-774). I ALSO AGREE THAT, BEFORE ANY FUNDS ARE DISBURSED UNDER THIS GRANT, I WILL PROVIDE THE SOCIETY WITH COPIES OF ANY AUTHORIZATIONS FROM THE U.S. TREASURY DEPARTMENT'S OFFICE OF FOREIGN ASSETS CONTROL ("OFAC") NECESSARY TO CARRY OUT THE GRANT, OR COPIES OF CORRESPONDENCE FROM OFAC CONFIRMING THAT NO SPECIFIC AUTHORIZATIONS ARE NECESSARY. I ALSO REPRESENT AND WARRANT TO THE SOCIETY THAT IN SEEKING AUTHORIZATIONS FROM OFAC AND/OR CONFIRMATION THAT NO SUCH AUTHORIZATIONS ARE NECESSARY, I FULLY DISCLOSED THE NATURE OF THE GRANT AND ITS PARTICIPANTS AND IDENTIFIED THE SOCIETY AS A SOURCE OF FUNDING. I ALSO AGREE THAT I WILL KEEP ALL NECESSARY RECORDS TO SHOW THAT I HAVE COMPLIED WITH U.S. FOREIGN TRADE CONTROLS. FINALLY, I ACKNOWLEDGE THAT I HAVE BEEN ADVISED BY THE SOCIETY TO CONSULT WITH MY OWN LEGAL COUNSEL IN CONNECTION WITH MY OBLIGATIONS UNDER U.S. FOREIGN TRADE CONTROLS.GRANTEES ARE REQUIRED TO SUBMIT A CERTIFICATION RELATED TO ETHICAL ISSUES AND THAT THE GRANTEE IS IN COMPLIANCE WITH APPLICABLE ANTI-CORRUPTION LAWS;THEY ALSO CERTIFY THAT THEY HAVE THE PROPER PERMITS TO UNDERTAKE THE PROPOSED FIELD RESEARCH IN THE COUNTRY IN WHICH IT WILL BE CONDUCTED AND THAT NO IMPROPER PAYMENTS OF ANY VALUE HAVE BEEN MADE DURING THE PROCESS OF OBTAINING SUCH PERMITS. ADDITIONALLY, GRANTEES AFFILIATED WITH GOVERNMENT AGENCIES OR PUBLIC INSTITUTIONS ARE SCREENED IN ORDER TO IDENTIFY AND AVOID POTENTIAL CONFLICTS OF INTEREST INVOLVING THE GRANTEE'S OFFICIAL JOB DUTIES AND THE SOCIETY. THE SOCIETY'S FINANCIAL ACCOUNTS PAYABLE SYSTEM ALSO REVIEWS FOR COMPLIANCE WITH FINANCIAL SANCTIONS LIST (THE SDN LIST) COMPLIED AND MAINTAINED BY THE U.S. TREASURY UPON NEW VENDOR SET-UP AND PRIOR TO EACH PAYMENT. ONCE PAYMENT IS ISSUED, IF GRANTEES WOULD LIKE TO ALTER THEIR PROPOSED BUDGET IN ANY WAY THEY MUST SUBMIT THEIR REQUEST TO THE PROGRAM OFFICER. THE REQUEST IS APPROVED OR DENIED AND A RECORD OF THE CHANGE IS ADDED TO THE GRANT FILE. THE GRANTEE MUST SUBMIT THEIR FINAL REPORT AND FINANCIAL ACCOUNTING BEFORE THE DEADLINE INDICATED IN THEIR GRANT AGREEMENT UNLESS AN EXTENSION HAS BEEN REQUESTED IN WRITING AND APPROVED BY THE PROGRAM OFFICER. THE FINANCIAL ACCOUNTING PROVIDES A BREAKDOWN OF THE ACTUAL COSTS OF THE PROJECT AND IS EXPECTED TO PARALLEL THE COSTS PROJECTED IN THE ORIGINAL GRANT APPLICATION BUDGET; ALL DISCREPANCIES MUST BE EXPLAINED. IF THERE ARE UN-EXPENDED GRANT MONIES THEY MUST BE RETURNED TO THE SOCIETY. THE REPORTS COORDINATOR REVIEWS THE FINAL REPORT AND FINANCIAL ACCOUNTING FOR COMPLETENESS AND THEN CIRCULATES BOTH REPORTS TO THE PROGRAM OFFICERS FINAL REVIEW AND APPROVAL. ONCE THE REPORTS ARE APPROVED, THE GRANT IS CLOSED. AN ELECTRONIC COPY OF THE GRANT FILE IS RETAINED, in accordance with the Society's document retention policy, BY THE GRANT OPERATIONS STAFF, WHICH IS THE OFFICIAL REPOSITORY FOR ALL GRANTS RELATED DOCUMENTATION.
Schedule F, Part I, Line 3 Part I investments are valued at year-end book value. Part I program services are calculated on the cash basis. Grants in Parts I, II, & III are valued on the accrual basis.
Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS The National Geographic Society FUNDS GRANTS ACROSS THE FIELDS OF CONSERVATION, EDUCATION, RESEARCH, STORYTELLING AND TECHNOLOGY. GRANT PROPOSALS ARE REVIEWED BY NATIONAL GEOGRAPHIC STAFF EXPERTS, AN EXTERNAL PANEL OF GLOBAL SUBJECT MATTER EXPERTS AND AN EXECUTIVE COMMITTEE WHO RECOMENDS GRANTS FOR APPROVAL. When outside expertise is required to meet the impact objectives of a specific program, we often award grants outside of the grants committee process. Any grants awarded outside of the grants committee pipeline are considered "External Project Funding." Such grants are subject to an internal review process that evaluates the expertise of the grantee, the methodology for executing the work, and the overall contribution to programmatic objectives. Once the grantee is selected, the entire project - including grant funding - is submitted for approval by the NGS senior team through the "Spend Approval Process." Grants approved through this process are subject to reporting requirements above and beyond those required of standard grantees. THE GRANT RECIPENTS ARE REQUIRED TO SIGN A GRANT AGREEMENT AND SUBMIT REPORTING INCLUDING A FINANCIAL ACCOUNTING OF FUNDS SPENT TO ENSURE THAT THE GRANT FUNDS ARE PROPERLY USED AND ACCOUNTED FOR. THE FOLLOWING IS A DETAILED DESCRIPTION: WHEN A NATIONAL GEOGRAPHIC SOCIETY GRANT APPLICATION HAS BEEN APPROVED, PAYMENT IS ISSUED ONCE THE SOCIETY HAS RECEIVED THE FOLLOWING COMPLETED, SIGNED DOCUMENTS FROM THE GRANTEE: 1) APPROPRIATE TAX FORM. ALL GRANTEES WHO ARE NOT US CITIZENS ARE REQUIRED TO SIGN AND SUBMIT THE APPROPRIATE TAX FORM (FORM W-8) FOR WORK CONDUCTED WHOLLY OUTSIDE THE US. 2) GRANT AGREEMENT. ALL GRANTEES MUST COMPLETE AND SIGN A GRANT AGREEMENT, WHICH INCLUDES DUE DATES FOR RESEARCH REPORTS AND FINANCIAL REPORTS (GENERALLY DUE WITHIN SIX MONTHS OF COMPLETION OF THE FIELD WORK.) BY SIGNING THE GRANT AGREEMENT, THE GRANTEE AGREES TO SUBMIT A FINAL NARRATIVE REPORT AND A FINANCIAL ACCOUNTING OF THE GRANT MONIES SPENT BEFORE THE INDICATED SUBMISSION DEADLINE. GRANTEES ALSO CERTIFY TO PARAGRAPHS 16 & 17 (COPIED BELOW) THAT THEY WILL NOT PROMOTE TERRORISM AND WILL COMPLY WITH FOREIGN TRADE CONTROLS: 17. CERTIFICATION. BY COUNTERSIGNING THIS AGREEMENT, YOU CERTIFY THAT YOUR ORGANIZATION DOES NOT AND WILL NOT PROMOTE OR ENGAGE IN VIOLENCE OR TERRORISM, NOR WILL YOUR ORGANIZATION MAKE SUB-GRANTS OR OTHER PAYMENTS TO ANY ENTITY THAT ENGAGES IN SUCH ACTIVITIES. 17 U.S. FOREIGN TRADE CONTROLS. BY COUNTERSIGNING THIS AGREEMENT, I OR GRANTEE ACKNOWLEDGE THAT I AM AWARE OF, AND AGREE TO COMPLY FULLY WITH, U.S. FOREIGN TRADE CONTROLS THAT GOVERN TRAVEL TO, AND TRANSACTIONS WITH, COUNTRIES SUCH AS CUBA, IRAN, SUDAN, SYRIA, NORTH KOREA, CRIMEA TERRITORY, AND OTHER U.S.-SANCTIONED COUNTRIES, INCLUDING ANY SUCH CONTROLS THAT MAY BE IMPOSED IN THE FUTURE DURING THE PERIOD OF THE GRANT. SPECIFICALLY, I ACKNOWLEDGE THAT I AM AWARE OF AND AGREE TO COMPLY WITH THE REGULATIONS OF THE U.S. DEPARTMENT OF THE TREASURY GOVERNING TRAVEL TO AND TRADE WITH COUNTRIES SUBJECT TO U.S. ECONOMIC SANCTIONS (31 CODE OF FEDERAL REGULATIONS PARTS 500-598) AND ALSO WITH THE EXPORT ADMINISTRATION REGULATIONS OF THE U.S. DEPARTMENT OF COMMERCE (15 CODE OF FEDERAL REGULATIONS PARTS 730-774). I ALSO AGREE THAT, BEFORE ANY FUNDS ARE DISBURSED UNDER THIS GRANT, I WILL PROVIDE THE SOCIETY WITH COPIES OF ANY AUTHORIZATIONS FROM THE U.S. TREASURY DEPARTMENT'S OFFICE OF FOREIGN ASSETS CONTROL ("OFAC") NECESSARY TO CARRY OUT THE GRANT, OR COPIES OF CORRESPONDENCE FROM OFAC CONFIRMING THAT NO SPECIFIC AUTHORIZATIONS ARE NECESSARY. I ALSO REPRESENT AND WARRANT TO THE SOCIETY THAT IN SEEKING AUTHORIZATIONS FROM OFAC AND/OR CONFIRMATION THAT NO SUCH AUTHORIZATIONS ARE NECESSARY, I FULLY DISCLOSED THE NATURE OF THE GRANT AND ITS PARTICIPANTS AND IDENTIFIED THE SOCIETY AS A SOURCE OF FUNDING. I ALSO AGREE THAT I WILL KEEP ALL NECESSARY RECORDS TO SHOW THAT I HAVE COMPLIED WITH U.S. FOREIGN TRADE CONTROLS. FINALLY, I ACKNOWLEDGE THAT I HAVE BEEN ADVISED BY THE SOCIETY TO CONSULT WITH MY OWN LEGAL COUNSEL IN CONNECTION WITH MY OBLIGATIONS UNDER U.S. FOREIGN TRADE CONTROLS.GRANTEES ARE REQUIRED TO SUBMIT A CERTIFICATION RELATED TO ETHICAL ISSUES AND THAT THE GRANTEE IS IN COMPLIANCE WITH APPLICABLE ANTI-CORRUPTION LAWS;THEY ALSO CERTIFY THAT THEY HAVE THE PROPER PERMITS TO UNDERTAKE THE PROPOSED FIELD RESEARCH IN THE COUNTRY IN WHICH IT WILL BE CONDUCTED AND THAT NO IMPROPER PAYMENTS OF ANY VALUE HAVE BEEN MADE DURING THE PROCESS OF OBTAINING SUCH PERMITS. ADDITIONALLY, GRANTEES AFFILIATED WITH GOVERNMENT AGENCIES OR PUBLIC INSTITUTIONS ARE SCREENED IN ORDER TO IDENTIFY AND AVOID POTENTIAL CONFLICTS OF INTEREST INVOLVING THE GRANTEE'S OFFICIAL JOB DUTIES AND THE SOCIETY. THE SOCIETY'S FINANCIAL ACCOUNTS PAYABLE SYSTEM ALSO REVIEWS FOR COMPLIANCE WITH FINANCIAL SANCTIONS LIST (THE SDN LIST) COMPLIED AND MAINTAINED BY THE U.S. TREASURY UPON NEW VENDOR SET-UP AND PRIOR TO EACH PAYMENT. ONCE PAYMENT IS ISSUED, IF GRANTEES WOULD LIKE TO ALTER THEIR PROPOSED BUDGET IN ANY WAY THEY MUST SUBMIT THEIR REQUEST TO THE PROGRAM OFFICER. THE REQUEST IS APPROVED OR DENIED AND A RECORD OF THE CHANGE IS ADDED TO THE GRANT FILE. THE GRANTEE MUST SUBMIT THEIR FINAL REPORT AND FINANCIAL ACCOUNTING BEFORE THE DEADLINE INDICATED IN THEIR GRANT AGREEMENT UNLESS AN EXTENSION HAS BEEN REQUESTED IN WRITING AND APPROVED BY THE PROGRAM OFFICER. THE FINANCIAL ACCOUNTING PROVIDES A BREAKDOWN OF THE ACTUAL COSTS OF THE PROJECT AND IS EXPECTED TO PARALLEL THE COSTS PROJECTED IN THE ORIGINAL GRANT APPLICATION BUDGET; ALL DISCREPANCIES MUST BE EXPLAINED. IF THERE ARE UN-EXPENDED GRANT MONIES THEY MUST BE RETURNED TO THE SOCIETY. THE REPORTS COORDINATOR REVIEWS THE FINAL REPORT AND FINANCIAL ACCOUNTING FOR COMPLETENESS AND THEN CIRCULATES BOTH REPORTS TO THE PROGRAM OFFICERS FINAL REVIEW AND APPROVAL. ONCE THE REPORTS ARE APPROVED, THE GRANT IS CLOSED. AN ELECTRONIC COPY OF THE GRANT FILE IS RETAINED, in accordance with the Society's document retention policy, BY THE GRANT OPERATIONS STAFF, WHICH IS THE OFFICIAL REPOSITORY FOR ALL GRANTS RELATED DOCUMENTATION.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2019
Additional Data


Software ID: 19010655
Software Version: 2019v5.0



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" on 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 arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
NATIONAL GEOGRAPHIC SOCIETY
 
Employer identification number

53-0193519
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
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 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(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
 
SD&A Teleservices Inc
5757 W Century Blvd
 
Los Angeles, CA90045 		Professional Fundraiser   No 0 119,806 -119,806
 
Avalon Consulting Group Inc
805 15 St NW
 
Washington, DC20005 		Fundraising Consultant   No 5,975,594 375,844 5,599,750
 
M&R Strategic Services Inc
1101 Conn Ave NW
 
Washington, DC20036 		Fundraising Consultant   No 2,169,471 613,834 1,555,637
 
Impact Communications Inc
735 8th St SE
 
Washington, DC20003 		Fundraising Consultant   No 2,000,511 80,100 1,920,411
 
LAKE GROUP MEDIA INC
1 Byram Brook Place
 
ARMONK, NY10504 		FUNDRAISING CONSULTANT   No 0 58,592 -58,592
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 10,145,576 1,248,176 8,897,400
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.









VerticalRevenue
(a) Event #1

 
(event type) 		(b) Event #2

 
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
 
 
 
 

2
Less: Contributions . . . .
 
 
 
 
3 Gross income (line 1 minus
line 2) . . . . . .
 
 
 
 



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . .        
8 Entertainment . . . .        
9 Other direct expenses . . .        
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow  
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow  
Part III
Gaming. Complete if the organization answered "Yes" on 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
Noncash 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. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct 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:
 
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 3
11
Does the organization conduct 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? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter 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 of the third party:
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
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G, Part I, Line 2b(v) payment of fees or payment of expenses SD&A TELESERVICES, INC.-SD&A GROSS RECEIPTS INCLUDED UNDER AVALON CONSULTING AND IMPACT COMMUNICATIONS. NGS REIMBURSED SD&A $17,902 FOR PAPER, MAILSHOP SERVICES AND POSTAGE IN 2019.;AVALON CONSULTING GROUP INC-NGS REIMBURSED AVALON FOR THE COST OF PAPER, MAILSHOP SERVICES, & POSTAGE IN THE AMOUNT OF $4,054,541 IN 2019.;M&R STRATEGIC SERVICES INC.-NGS REIMBURSED M&R $511,352 FOR DIGITAL ADVERTISING EXPENSES IN 2019.;IMPACT COMMUNICATIONS INC.-IN 2019 NGS REIMBURSED IMPACT COMMUNICATIONS $29,950 FOR COPYWRITING.;LAKE GROUP MEDIA INC.-LAKE GROUP MEDIA GROSS RECEIPTS INCLUDED UNDER AVALON CONSULTING. NGS REIMBURSED LAKE GROUP MEDIA $264,759 IN MAILING LIST FEES IN 2019.;
Schedule G (Form 990 or 990-EZ) 2019
Additional Data


Software ID: 19010655
Software Version: 2019v5.0

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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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
NATIONAL GEOGRAPHIC SOCIETY
 
Employer identification number
53-0193519
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC 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
noncash assistance		 (h) Purpose of grant
or assistance
(1) University Of Maine System
5717 Corbett Hall
Orono,ME04469 		01-6000769 501(c)(3) 15,000   FMV   Perpet. Planet/Mtns Exped
(2) Dartmouth College
6016 McNutt Hall
Hanover,NH03755 		02-0222111 501(c)(3) 30,000   FMV   Standard Grants
(3) Trustees of Boston Univ
881 Commonwealth Ave
Boston,MA02215 		04-2103547 501(c)(3) 24,273   FMV   Standard Grants
(4) PresidentFellows of Harvard College
1737 Cambridge St
Cambridge,MA02138 		04-2103580 501(c)(3) 61,747   FMV   Making a Case for Nature
(5) Woods Hole Oceanographic Institution
569 Woods Hole Rd
Woods Hole,MA02543 		04-2105850 501(c)(3) 29,664   FMV   Standard Grants
(6) University Of Massachusetts
333 South St
Shrewsbury,MA01545 		04-3167352 501(c)(3) 39,450   FMV   Standard Grants
(7) Brown University
164 Angell St
Providence,RI02912 		05-0258809 501(c)(3) 30,000   FMV   Standard Grants
(8) University of Hartford
200 Bloomfield Av
Hartford,CT06117 		06-0731360 501(c)(3) 26,900   FMV   Standard Grants
(9) University of Connecticut
438 Whitney Rd
Storrs,CT06269 		06-0772160 501(c)(3) 19,954   FMV   Standard Grants
(10) Ashford Board of Education
440 Westford Rd
Ashford,CT06278 		06-6001584 501(c)(3) 10,000   FMV   Early Career Grants
(11) Long Island University
75 Dekalb Ave
Brooklyn,NY11201 		11-1633516 501(c)(3) 147,558   FMV   Standard Grants
(12) Flushing Christian Day School
41-54 Murray St
Flushing,NY11355 		11-1704597 501(c)(3) 18,000   FMV   Sponsorship
(13) Barnard College
3009 Broadway
New York,NY10027 		13-1628149 501(c)(3) 30,000   FMV   Standard Grants
(14) New York Botanical Garden
2900 Southern Blvd
Bronx,NY10458 		13-1693134 501(c)(3) 9,700   FMV   Standard Grants
(15) Wildlife Conservation Society
2300 Southern Blvd
Bronx,NY10460 		13-1740011 501(c)(3) 84,930   FMV   Perpetual Planet/Mtns. Exped.
(16) Waterkeeper Alliance Inc
180 Maiden Lane
New York,NY10038 		13-4071318 501(c)(3) 60,030   FMV   Standard Grants
(17) The American Museum of Natural History
Central Park West
New York,NY10024 		13-6162659 501(c)(3) 29,994   FMV   Standard Grants
(18) The Research Foundation for The State
PO box 9
Albany,NY12201 		14-1368361 501(c)(3) 29,919   FMV   Standard Grants
(19) Syracuse University
640 Skytop Rd
Syracuse,NY13244 		15-0532081 501(c)(3) 18,980   FMV   Standard Grants
(20) Cornell University
Macaulay Library
Ithaca,NY14850 		15-0532082 501(c)(3) 45,000   FMV   Standard Grants
(21) Turtle Conservancy
1794 McNell Rd
Ojai,CA93023 		20-2899240 501(c)(3) 48,800   FMV   Standard Grants
(22) African People & Wildlife Fund Inc
Box 624
Bernardsville,NJ07924 		20-3153855 501(c)(3) 100,000   FMV   Standard Grants
(23) Wildaid Inc
333 Pine St
San Francisco,CA94104 		20-3644441 501(c)(3) 120,000   FMV   LEX
(24) Panthera Corporation
8 W 40th St
New York,NY10018 		20-4668756 501(c)(3) 99,766   FMV   Standard Grants
(25) The Anne K Taylor Fund
2724 Arvin Road
Billings,MT59102 		20-4693436 501(c)(3) 55,000   FMV   Standard Grants
(26) Felidae Conservation Fund
110 Tiburon Blvd
Mill Valley,CA94941 		20-5089093 501(c)(3) 20,035   FMV   Standard Grants
(27) Institute of Maritime Research and Discovery Ltd
1245 Mall Drive
NChesterfield,VA23235 		20-5737315 501(c)(3) 49,834   FMV   Standard Grants
(28) Vermont Folklife Center
88 Main St
Middlebury,VT05753 		22-2550951 501(c)(3) 7,400   FMV   Early Career Grants
(29) University Of Pittsburgh
116 Atwood St
Pittsburg,PA15260 		25-0965591 501(c)(3) 9,990   FMV   Early Career Grants
(30) Children Inspiring Hope Inc
PO Box 14614
Savannah,GA31416 		26-1778315 501(c)(3) 6,460   FMV   Early Career Grants
(31) Peacemakers Family Center LLC
PO Box 680100
Miami,FL33168 		26-2709973 501(c)(3) 30,000   FMV   Standard Grants
(32) Global Wildlife Conservation
PO Box 129
Austin,TX78767 		26-2887967 501(c)(3) 91,888   FMV   Standard Grants
(33) Blue Marble Space
5203 11th Ave NE
Seattle,WA98105 		27-0184094 501(c)(3) 10,000   FMV   Early Career Grants
(34) Greg Carr Foundation Inc
313 N Water Av
Idaho Falls,ID83402 		27-0564755 501(c)(3) 65,000   FMV   LWP Partnerships
(35) Climate Conservation
PO Box 1587
Bozeman,MT59771 		27-1226829 501(c)(3) 30,000   FMV   Standard Grants
(36) Rozalia Project Inc
PO Box 3075
Burlington,VT05408 		27-2274099 501(c)(3) 30,000   FMV   Standard Grants
(37) What is Missing Foundation
39 Bond Street
New York,NY10012 		30-0175296 501(c)(3) 112,500   FMV   Storytelling Fellows
(38) EcoHealth Alliance
460 West 34th St
New York,NY10001 		31-1726494 501(c)(3) 46,000   FMV   Standard Grants
(39) Ohio University
010 Chubb Hall
Athens,OH45701 		31-6402113 501(c)(3) 26,230   FMV   Standard Grants
(40) Earlham College Inc
801 National Rd
Richmond,IN47374 		35-0868073 501(c)(3) 28,450   FMV   Standard Grants
(41) Indiana University
400 E 7th Street
Bloomington,IN47405 		35-6001673 501(c)(3) 28,510   FMV   Standard Grants
(42) Purdue University
1281 Win Hentschel Blvd
West Lafayette,IN47906 		35-6002041 501(c)(3) 38,894   FMV   Standard Grants
(43) Loyola University Chicago
820 North Michigan Av
Chicago,IL60611 		36-1408475 501(c)(3) 59,986   FMV   Standard Grants
(44) University Of Chicago
6054 South Drexel Av
Chicago,IL60637 		36-2177139 501(c)(3) 9,200   FMV   Early Career Grants
(45) Children's Environmental Literacy Foundation Inc
41 Old Lyme Rd
Chappaqua,NY10514 		36-4540146 501(c)(3) 26,295   FMV   Standard Grants
(46) The Everyday Projects Inc
294 Washington Av
Brooklyn,NY11205 		36-4823538 501(c)(3) 35,000   FMV   Standard Grants
(47) Michigan State University
426 Auditorium Rd
East Lansing,MI48824 		38-6005984 501(c)(3) 53,614   FMV   Standard Grants
(48) Regents Of The University Of Michigan
3003 S State St
Ann Arbor,MI48109 		38-6006309 501(c)(3) 206,980   FMV   Standard Grants
(49) Detroit Zoological Society
8450 W 10 Mile Road
Royal Oak,MI48067 		38-6027356 501(c)(3) 16,516   FMV   Standard Grants
(50) University of Northern Iowa Foundation
121 Commons
Cedar Falls,IA50614 		42-6058591 501(c)(3) 23,779   FMV   Standard Grants
(51) Missouri Botanical Garden
4344 Shaw Blvd
St Louis,MO63110 		43-0666759 501(c)(3) 40,000   FMV   Standard Grants
(52) Millrock Productions Inc
205 Harvard Place
Syracuse,NY13210 		44-3054935 501(c)(3) 30,000   FMV   Standard Grants
(53) SR3 SeaLife Response Rehabilitation and Research
257 Gloxina Street
Encinitas,CA92024 		45-1491069 501(c)(3) 29,698   FMV   LEX
(54) BASA Balinese Language Preservation Corp
6517 Wiscasset Rd
Bethesda,MD20816 		45-2440124 501(c)(3) 9,950   FMV   Early Career Grants
(55) Conservation Action Research Network
3463 Tuna Canyon Rd
Topanga,CA90290 		45-5045474 501(c)(3) 30,000   FMV   Standard Grants
(56) The Peoples Portfolio Inc
1375 Broadway
New York,NY10018 		45-5076316 501(c)(3) 70,000   FMV   Standard Grants
(57) Great Plains Conservation Foundation
165 Cat Rock Lane
Jupiter,FL33458 		45-5494919 501(c)(3) 23,700   FMV   Standard Grants
(58) White Oak Conservation Foundation Inc
581705 White Oak Rd
Yulee,FL32097 		46-4249512 501(c)(3) 40,000   FMV   Sumatran Rhino
(59) Define American
900 S Shelby St
Louisville,KY40203 		46-4610491 501(c)(3) 57,500   FMV   Standard Grants
(60) Returnity Innovations Inc
1336 Brommer St
Santa Cruz,CA95062 		46-5674477 501(c)(3) 45,000   FMV   Sponsorship
(61) Omaha Zoological Society
3701 South 10th St
Omaha,NE68107 		47-0469782 501(c)(3) 28,229   FMV   Standard Grants
(62) Oceans Forward
246 S Notre Dame Av
Orange,CA92869 		47-1874294 501(c)(3) 30,000   FMV   Standard Grants
(63) Anand Varma Photography
2374 Eunice St
Berkeley,CA94708 		47-1932047   37,500   FMV   Storytelling Fellows
(64) African Aquatic Conservation Fund
PO Box 366
Chilmark,MA02535 		47-2592641 501(c)(3) 25,000   FMV   Sponsorship
(65) Conservation X Labs Inc
1875 Conn Av NW
Washington,DC20009 		47-4066524 501(c)(3) 10,000   FMV   Early Career Grants
(66) Claws Conservancy Inc
32 Pine Tree Dr
Worcester,MA01609 		47-5208674 501(c)(3) 100,000   FMV   Standard Grants
(67) Xinampa Inc
569 Colusa Ave
El Cerrito,CA94530 		47-5221521 501(c)(3) 50,000   FMV   Standard Grants
(68) University of Kansas Center for Research Inc
2385 Irving Hill Road
Lawrence,KS66045 		48-0680117 501(c)(3) 8,500   FMV   Early Career Grants
(69) Alabama Historical Commission
468 South Perry St
Montgomery,AL36104 		51-0214311 501(c)(3) 9,500   FMV   Archaeology R&D
(70) Woodrow Wilson International Center for Scholars
1300 Penn Ave NW
Washington,DC20004 		52-1067541 501(c)(3) 92,638   FMV   Standard Grants
(71) Society for Advancement of Chicanos and Native Americans in Science
1121 Pacific Avenue
Santa Cruz,CA95060 		52-1443811 501(c)(3) 27,500   FMV   Sponsorship
(72) American Bird Conservancy
4249 Loundoun Av
The Plains,VA20198 		52-1501259 501(c)(3) 10,000   FMV   Standard Grants
(73) World Wildlife Fund Inc
1250 24th St NW
Washington,DC20037 		52-1693387 501(c)(3) 52,000   FMV   Allen Coral Atlas
(74) State Of Maryland
11767 Owings Mills Blvd
Owings Mills,MD21117 		52-6002033 501(c)(3) 50,000   FMV   EXTECH Swarming Driftcam
(75) The George Washington University
2029 G Street NW
Washington,DC20052 		53-0196584 501(c)(3) 30,000   FMV   Standard Grants
(76) Smithsonian Institution
10th Constit Av NW
Washington,DC20560 		53-0206027 501(c)(3) 100,404   FMV   Standard Grants
(77) Andrew Lewis Middle School
616 south College Av
Salem,VA24153 		54-1494484 501(c)(3) 12,285   FMV   Standard Grants
(78) The Kasiisi Project
70 Gilbert St
Watertown,MA02472 		54-2195079 501(c)(3) 30,000   FMV   Standard Grants
(79) Georgia Tech Research Corporation
505 Tenth St NW
Atlanta,GA30318 		58-0603146 501(c)(3) 21,350   FMV   Standard Grants
(80) Georgia Institute of Technology
School of Biological Sciences
Atlanta,GA30332 		58-6002023 501(c)(3) 30,000   FMV   Standard Grants
(81) Board of Regents of the University
82 College Circle
Dahlonega,GA30597 		58-6002060 501(c)(3) 29,800   FMV   Standard Grants
(82) The Marie Selby Botanical Gardens Inc
811 S Palm Av
Sarasota,FL34236 		59-1848965 501(c)(3) 7,524   FMV   Early Career Grants
(83) University of South Florida
4202 East Fowler Av
Tampa,FL33620 		59-3102112 501(c)(3) 30,000   FMV   Standard Grants
(84) University Of Florida Board of Trustees
207 Grinter Hall
Gainesville,FL32611 		59-6002052 501(c)(3) 59,332   FMV   Standard Grants
(85) Florida Institute of Technology
150 W Univ Blvd
Melbourne,FL32901 		59-6046500 501(c)(3) 27,560   FMV   Standard Grants
(86) Murray State University
200 Sparks Hall
Murray,KY42071 		61-1005783 501(c)(3) 8,000   FMV   Standard Grants
(87) Oregon State University
1500 SW Jefferson St
Corvallis,OR97331 		61-1730890 501(c)(3) 29,610   FMV   Standard Grants
(88) The University of Memphis
276 Admin Bldg
Memphis,TN38152 		62-0648618 501(c)(3) 31,800   FMV   Standard Grants
(89) The University of Tennessee
201 Andy Holt Tower
Knoxville,TN37996 		62-6001636 501(c)(3) 17,958   FMV   Archaeology R&D
(90) The University of Southern Mississippi
118 College Drive
Hattiesburg,MS39406 		64-6000818 501(c)(3) 13,932   FMV   Standard Grants
(91) Botanic Gardens Conservation International US
14239 Califa St
Sherman Oaks,CA91401 		65-0815620 501(c)(3) 36,500   FMV   Standard Grants
(92) The Ocean Foundation
1320 19th St NW
Washington,DC20036 		71-0863908 501(c)(3) 21,000   FMV   Standard Grants
(93) West Feliciana Parish School Board
PO Box 1910
St Francisville,LA70775 		72-6001491 501(c)(3) 14,950   FMV   Standard Grants
(94) Concordia University Texas
11400 Concordia Univ Dr
Austin,TX78726 		74-1161941 501(c)(3) 18,183   FMV   EDU Reg. Directors In the Field
(95) The University of Arizona
1601 E Univ Blvd
Tuscon,AZ85721 		74-2652689 501(c)(3) 9,930   FMV   Early Career Grants
(96) Shumla School Inc
PO Box 627
Comstock,TX78837 		74-2869788 501(c)(3) 29,994   FMV   Standard Grants
(97) Texas State University
601 UnivDr
San Marcos,TX78666 		74-6002248 501(c)(3) 91,964   FMV   EDU Reg. Directors In the Field
(98) Tarrant County College District
1500 Houston St
Fort Worth,TX76102 		75-1217163 501(c)(3) 15,020   FMV   EDU Reg. Directors In the Field
(99) The University of Texas at Arlington
701 S Nedderman D
Arlington,TX76019 		75-6000121 501(c)(3) 40,750   FMV   EDU Reg. Directors In the Field
(100) Montana Outdoor Science School
4056 Bridger Canyon Rd
Bozeman,MT59715 		81-0503944 501(c)(3) 16,599   FMV   LWP Partnerships
(101) American Prairie Foundation
PO Box 908
Bozeman,MT59771 		81-0541893 501(c)(3) 150,000   FMV   LWP Partnerships
(102) Friends of the Osa
1012 14th Street NW
Washington,DC20005 		81-0621147 501(c)(3) 50,000   FMV   Standard Grants
(103) Montana State University
PO Box 172470
Bozeman,MT59717 		81-6010045 501(c)(3) 30,625   FMV   Perpetual Planet/Mtns. Exped.
(104) TED Foundation Inc
330 Hudson St
New York,NY10013 		82-1934592 501(c)(3) 235,000   FMV   Sponsorship
(105) DevRA International
27 E Mac Iver Pl
Tuscon,AZ85705 		82-4741660 501(c)(3) 56,478   FMV   Standard Grants
(106) Ocean Exploration Trust Inc
613 Williams St
New London,CT06320 		83-0488383 501(c)(3) 50,000   FMV   Standard Grants
(107) Whales of Guerrero
9815 N Syracuse St
Portland,OR97203 		83-1162579 501(c)(3) 9,986   FMV   Early Career Grants
(108) RWG Ventures LLC
253 West 122nd St
New York,NY10027 		83-1540745   84,260   FMV   LWP Partnerships
(109) Women Photograph
370 Central Park W
New York,NY10025 		83-3313612 501(c)(3) 20,000   FMV   Sponsorship
(110) The Last Beach Cleanup
30955 La Brise
Laguna Miguel,CA92677 		83-3372759 501(c)(3) 29,800   FMV   Standard Grants
(111) Agile Services Group LLC
30 N Gould St
Sheridan,WY82801 		83-4458297   88,750   FMV   Illegal Wildlife Trade
(112) Denver Zoological Foundation Inc
2300 N Steele St
Denver,CO80205 		84-0502539 501(c)(3) 29,616   FMV   Standard Grants
(113) Colorado State University
555 S Howes Street
Fort Collins,CO80523 		84-6000545 501(c)(3) 41,850   FMV   Standard Grants
(114) University of Northern Colorado
501 20th Street
Greeley,CO80639 		84-6000546 501(c)(3) 26,422   FMV   Standard Grants
(115) The Regents Of the University Of Colorado
1800 Grant St
Denver,CO80203 		84-6000555 501(c)(3) 80,391   FMV   Standard Grants
(116) Arizona State University
PO Box 875703
Tempe,AZ87287 		86-0196696 501(c)(3) 40,000   FMV   Standard Grants
(117) Pima County Amphitheater Schools
701 W Wetmore Rd
Tuscon,AZ85705 		86-6000054 501(c)(3) 15,000   FMV   Standard Grants
(118) University Of Utah
201 Presidents Circle
Salt Lake City,UT84112 		87-6000525 501(c)(3) 15,200   FMV   Standard Grants
(119) House of Pod LLC
606 Boyd St
Golden,CO80403 		88-4401936   29,600   FMV   Standard Grants
(120) Alaska Whale Foundation
PO Box 1927
Petersburg,AK99833 		91-1712495 501(c)(3) 60,027   FMV   LEX
(121) World Free Press Institute
3118 Hambletonian Ln
Walnut Creek,CA95698 		91-1811309 501(c)(3) 144,000   FMV   Standard Grants
(122) Island Conservation
2100 Delaware Ave
Santa Cruz,CA95060 		91-1839907 501(c)(3) 240,000   FMV   LEX
(123) University of Washington
4300 Roosevelt Way NE
Seattle,WA98195 		91-6001537 501(c)(3) 38,900   FMV   Standard Grants
(124) California Academy of Sciences
55 Music Concourse Dr
San Francisco,CA94118 		94-1156258 501(c)(3) 24,000   FMV   Making a Case for Nature
(125) NatureBridge
28 Geary Street
San Francisco,CA94108 		94-2145930 501(c)(3) 105,682   FMV   EDU Reg. Directors In the Field
(126) Regents Of The University Of California
119 California Hall
Berkeley,CA94720 		94-6002123 501(c)(3) 395,412   FMV   Yellowstone
(127) Zoological Society of San Diego
PO Box 120551
San Diego,CA92112 		95-1648219 501(c)(3) 25,200   FMV   Standard Grants
(128) LSB Leakey Foundation
1003B OReilly Avenue
San Francisco,CA94129 		95-2536475 501(c)(3) 60,000   FMV   Leakey Foundation Baldwin Fellow
(129) The Walden Woods Project
44 Baker Farm
Lincoln,MA01773 		95-4292658 501(c)(3) 24,500   FMV   Standard Grants
(130) University Of California Santa Barbara
Global Client Services
Concord,CA94520 		95-6006145 501(c)(3) 91,772   FMV   Making a Case for Nature
(131) University Of Hawaii
2440 Campus Road
Honolulu,HI96822 		99-6000354 501(c)(3) 47,264   FMV   EXTECH Deep Sea Index
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
127
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
4
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) EARLY CAREER GRANTS 53 484,259   FMV  
(2) GEOGRAPHIC BEE WINNER AWARDS 3 85,000 5,000 FMV TRIP; NGM SUBSCRIPTION
(3) STUDENT EXPEDITION GRANTS 20   130,000 FMV TRIP FOR LOW-INCOME TEENS
(4) PHOTO ARK 1 800,000   FMV  
(5) Storytelling Fellows 3 195,527   FMV  
(6) Expand the Field 6 46,141   FMV  
(7) Brian Skerry Whale Culture 1 247,390   FMV  
(8) EXTECH Deep Sea Index 1 95,960   FMV  
(9) STANDARD GRANTS 89 2,684,642   FMV  
(10) Peter Muller Human Nature Nexus 1 10,000   FMV  
(11) RR Transhumanism Fellows 1 5,833   FMV  
(12) Sponsorship 1 25,000   FMV  
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. The National Geographic Society FUNDS GRANTS ACROSS THE FIELDS OF CONSERVATION, EDUCATION, RESEARCH, STORYTELLING AND TECHNOLOGY. GRANT PROPOSALS ARE REVIEWED BY NATIONAL GEOGRAPHIC STAFF EXPERTS, AN EXTERNAL PANEL OF GLOBAL SUBJECT MATTER EXPERTS AND AN EXECUTIVE COMMITTEE WHO RECOMENDS GRANTS FOR APPROVAL. When outside expertise is required to meet the impact objectives of a specific program, we often award grants outside of the grants committee process. Any grants awarded outside of the grants committee pipeline are considered "External Project Funding." Such grants are subject to an internal review process that evaluates the expertise of the grantee, the methodology for executing the work, and the overall contribution to programmatic objectives. Once the grantee is selected, the entire project - including grant funding - is submitted for approval by the NGS senior team through the "Spend Approval Process." Grants approved through this process are subject to reporting requirements above and beyond those required of standard grantees. THE GRANT RECIPENTS ARE REQUIRED TO SIGN A GRANT AGREEMENT AND SUBMIT REPORTING INCLUDING A FINANCIAL ACCOUNTING OF FUNDS SPENT TO ENSURE THAT THE GRANT FUNDS ARE PROPERLY USED AND ACCOUNTED FOR. THE FOLLOWING IS A DETAILED DESCRIPTION: WHEN A NATIONAL GEOGRAPHIC SOCIETY GRANT APPLICATION HAS BEEN APPROVED, PAYMENT IS ISSUED ONCE THE SOCIETY HAS RECEIVED THE FOLLOWING COMPLETED, SIGNED DOCUMENTS FROM THE GRANTEE: 1) APPROPRIATE TAX FORM. ALL GRANTEES WHO ARE NOT US CITIZENS ARE REQUIRED TO SIGN AND SUBMIT THE APPROPRIATE TAX FORM (FORM W-8) FOR WORK CONDUCTED WHOLLY OUTSIDE THE US. 2) GRANT AGREEMENT. ALL GRANTEES MUST COMPLETE AND SIGN A GRANT AGREEMENT, WHICH INCLUDES DUE DATES FOR RESEARCH REPORTS AND FINANCIAL REPORTS (GENERALLY DUE WITHIN SIX MONTHS OF COMPLETION OF THE FIELD WORK.) BY SIGNING THE GRANT AGREEMENT, THE GRANTEE AGREES TO SUBMIT A FINAL NARRATIVE REPORT AND A FINANCIAL ACCOUNTING OF THE GRANT MONIES SPENT BEFORE THE INDICATED SUBMISSION DEADLINE. GRANTEES ALSO CERTIFY TO PARAGRAPHS 16 & 17 (COPIED BELOW) THAT THEY WILL NOT PROMOTE TERRORISM AND WILL COMPLY WITH FOREIGN TRADE CONTROLS: 17. CERTIFICATION. BY COUNTERSIGNING THIS AGREEMENT, YOU CERTIFY THAT YOUR ORGANIZATION DOES NOT AND WILL NOT PROMOTE OR ENGAGE IN VIOLENCE OR TERRORISM, NOR WILL YOUR ORGANIZATION MAKE SUB-GRANTS OR OTHER PAYMENTS TO ANY ENTITY THAT ENGAGES IN SUCH ACTIVITIES. 17 U.S. FOREIGN TRADE CONTROLS. BY COUNTERSIGNING THIS AGREEMENT, I OR GRANTEE ACKNOWLEDGE THAT I AM AWARE OF, AND AGREE TO COMPLY FULLY WITH, U.S. FOREIGN TRADE CONTROLS THAT GOVERN TRAVEL TO, AND TRANSACTIONS WITH, COUNTRIES SUCH AS CUBA, IRAN, SUDAN, SYRIA, NORTH KOREA, CRIMEA TERRITORY, AND OTHER U.S.-SANCTIONED COUNTRIES, INCLUDING ANY SUCH CONTROLS THAT MAY BE IMPOSED IN THE FUTURE DURING THE PERIOD OF THE GRANT. SPECIFICALLY, I ACKNOWLEDGE THAT I AM AWARE OF AND AGREE TO COMPLY WITH THE REGULATIONS OF THE U.S. DEPARTMENT OF THE TREASURY GOVERNING TRAVEL TO AND TRADE WITH COUNTRIES SUBJECT TO U.S. ECONOMIC SANCTIONS (31 CODE OF FEDERAL REGULATIONS PARTS 500-598) AND ALSO WITH THE EXPORT ADMINISTRATION REGULATIONS OF THE U.S. DEPARTMENT OF COMMERCE (15 CODE OF FEDERAL REGULATIONS PARTS 730-774). I ALSO AGREE THAT, BEFORE ANY FUNDS ARE DISBURSED UNDER THIS GRANT, I WILL PROVIDE THE SOCIETY WITH COPIES OF ANY AUTHORIZATIONS FROM THE U.S. TREASURY DEPARTMENT'S OFFICE OF FOREIGN ASSETS CONTROL ("OFAC") NECESSARY TO CARRY OUT THE GRANT, OR COPIES OF CORRESPONDENCE FROM OFAC CONFIRMING THAT NO SPECIFIC AUTHORIZATIONS ARE NECESSARY. I ALSO REPRESENT AND WARRANT TO THE SOCIETY THAT IN SEEKING AUTHORIZATIONS FROM OFAC AND/OR CONFIRMATION THAT NO SUCH AUTHORIZATIONS ARE NECESSARY, I FULLY DISCLOSED THE NATURE OF THE GRANT AND ITS PARTICIPANTS AND IDENTIFIED THE SOCIETY AS A SOURCE OF FUNDING. I ALSO AGREE THAT I WILL KEEP ALL NECESSARY RECORDS TO SHOW THAT I HAVE COMPLIED WITH U.S. FOREIGN TRADE CONTROLS. FINALLY, I ACKNOWLEDGE THAT I HAVE BEEN ADVISED BY THE SOCIETY TO CONSULT WITH MY OWN LEGAL COUNSEL IN CONNECTION WITH MY OBLIGATIONS UNDER U.S. FOREIGN TRADE CONTROLS.GRANTEES ARE REQUIRED TO SUBMIT A CERTIFICATION RELATED TO ETHICAL ISSUES AND THAT THE GRANTEE IS IN COMPLIANCE WITH APPLICABLE ANTI-CORRUPTION LAWS;THEY ALSO CERTIFY THAT THEY HAVE THE PROPER PERMITS TO UNDERTAKE THE PROPOSED FIELD RESEARCH IN THE COUNTRY IN WHICH IT WILL BE CONDUCTED AND THAT NO IMPROPER PAYMENTS OF ANY VALUE HAVE BEEN MADE DURING THE PROCESS OF OBTAINING SUCH PERMITS. ADDITIONALLY, GRANTEES AFFILIATED WITH GOVERNMENT AGENCIES OR PUBLIC INSTITUTIONS ARE SCREENED IN ORDER TO IDENTIFY AND AVOID POTENTIAL CONFLICTS OF INTEREST INVOLVING THE GRANTEE'S OFFICIAL JOB DUTIES AND THE SOCIETY. THE SOCIETY'S FINANCIAL ACCOUNTS PAYABLE SYSTEM ALSO REVIEWS FOR COMPLIANCE WITH FINANCIAL SANCTIONS LIST (THE SDN LIST) COMPLIED AND MAINTAINED BY THE U.S. TREASURY UPON NEW VENDOR SET-UP AND PRIOR TO EACH PAYMENT. ONCE PAYMENT IS ISSUED, IF GRANTEES WOULD LIKE TO ALTER THEIR PROPOSED BUDGET IN ANY WAY THEY MUST SUBMIT THEIR REQUEST TO THE PROGRAM OFFICER. THE REQUEST IS APPROVED OR DENIED AND A RECORD OF THE CHANGE IS ADDED TO THE GRANT FILE. THE GRANTEE MUST SUBMIT THEIR FINAL REPORT AND FINANCIAL ACCOUNTING BEFORE THE DEADLINE INDICATED IN THEIR GRANT AGREEMENT UNLESS AN EXTENSION HAS BEEN REQUESTED IN WRITING AND APPROVED BY THE PROGRAM OFFICER. THE FINANCIAL ACCOUNTING PROVIDES A BREAKDOWN OF THE ACTUAL COSTS OF THE PROJECT AND IS EXPECTED TO PARALLEL THE COSTS PROJECTED IN THE ORIGINAL GRANT APPLICATION BUDGET; ALL DISCREPANCIES MUST BE EXPLAINED. IF THERE ARE UN-EXPENDED GRANT MONIES THEY MUST BE RETURNED TO THE SOCIETY. THE REPORTS COORIDINATOR REVIEWS THE FINAL REPORT AND FINANCIAL ACCOUNTING FOR COMPLETNESS AND THEN CIRCULATES BOTH REPORTS TO THE PROGRAM OFFICERS FINAL REVIEW AND APPROVAL. ONCE THE REPORTS ARE APPROVED, THE GRANT IS CLOSED. AN ELECTRONIC COPY OF THE GRANT FILE IS RETAINED, in accordance with the Society's document retention policy, BY THE GRANT OPERATIONS STAFF, WHICH IS THE OFFICIAL REPOSITORY FOR ALL GRANTS RELATED DOCUMENTATION.
Schedule I (Form 990) 2019



Additional Data


Software ID: 19010655
Software Version: 2019v5.0


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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
NATIONAL GEOGRAPHIC SOCIETY
 
Employer identification number

53-0193519
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 on 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 on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of 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
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used 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 on 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
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on 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" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
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 on 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 (E) amounts for that individual.
(A) Name and Title (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 in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Tracy R Wolstencroft
 
PRESIDENT & CEO 		(i)

(ii)		 672,890
-------------
0 		70,656
-------------
0 		40,242
-------------
0 		5,115
-------------
0 		23,209
-------------
0 		812,112
-------------
0 		0
-------------
0
2MICHAEL J COLE
 
SVP/CONTROLLER/ASST. TREASURER 		(i)

(ii)		 263,822
-------------
0 		44,618
-------------
0 		3,881
-------------
0 		9,250
-------------
0 		20,935
-------------
0 		342,506
-------------
0 		0
-------------
0
3TARA BUNCH
 
Chief Administrative Officer 		(i)

(ii)		 313,876
-------------
0 		63,689
-------------
0 		700
-------------
0 		9,500
-------------
0 		18,470
-------------
0 		406,235
-------------
0 		0
-------------
0
4ANGELO M GRIMA
 
EVP & GENERAL COUNSEL/CORP. SEC. 		(i)

(ii)		 320,139
-------------
0 		69,380
-------------
0 		4,776
-------------
0 		9,500
-------------
0 		25,316
-------------
0 		429,111
-------------
0 		0
-------------
0
5MICHAEL ULICA
 
PRESIDENT/COO/TREASURER 		(i)

(ii)		 514,061
-------------
0 		141,358
-------------
0 		5,109
-------------
0 		9,500
-------------
0 		24,707
-------------
0 		694,735
-------------
0 		0
-------------
0
6EMMA CARRASCO
 
CHIEF MARKETING & ENGAGEMENT/SVP GLOBAL STRATEGY 		(i)

(ii)		 368,213
-------------
0 		84,701
-------------
0 		3,591
-------------
0 		9,500
-------------
0 		12,662
-------------
0 		478,667
-------------
0 		0
-------------
0
7Jonathan Baillie
 
Chief Scientist/EVP Science & Exploration 		(i)

(ii)		 368,902
-------------
0 		82,607
-------------
0 		1,260
-------------
0 		355,410
-------------
0 		28,527
-------------
0 		836,706
-------------
0 		0
-------------
0
8AMY KREIDER
 
CHIEF MEDIA & PUBLIC AFFAIRS OFFICER 		(i)

(ii)		 199,647
-------------
0 		60,000
-------------
0 		678
-------------
0 		0
-------------
0 		10,138
-------------
0 		270,463
-------------
0 		0
-------------
0
9Vicki Phillips
 
EVP & Chief Education Officer 		(i)

(ii)		 314,395
-------------
0 		50,000
-------------
0 		4,752
-------------
0 		4,115
-------------
0 		9,092
-------------
0 		382,354
-------------
0 		0
-------------
0
10Alex Moen
 
VP Explorers Program 		(i)

(ii)		 223,675
-------------
0 		38,976
-------------
0 		2,147
-------------
0 		9,009
-------------
0 		28,322
-------------
0 		302,129
-------------
0 		0
-------------
0
11Enric Sala
 
Explorer in Residence 		(i)

(ii)		 304,612
-------------
0 		37,543
-------------
0 		1,518
-------------
0 		9,311
-------------
0 		10,274
-------------
0 		363,258
-------------
0 		0
-------------
0
12CHRISTOPHER JOHNS
 
Director Executive, Yellowstone Project 		(i)

(ii)		 106,935
-------------
0 		68,175
-------------
0 		343,667
-------------
0 		2,772
-------------
0 		9,835
-------------
0 		531,384
-------------
0 		0
-------------
0
13Kaitlin Yarnall
 
Chief Storytelling Officer & SVP 		(i)

(ii)		 239,819
-------------
0 		35,242
-------------
0 		472
-------------
0 		8,617
-------------
0 		18,435
-------------
0 		302,585
-------------
0 		0
-------------
0
14Robert Bernard
 
Global Head of Strategic Partnerships 		(i)

(ii)		 176,806
-------------
0 		50,000
-------------
0 		152,408
-------------
0 		209,135
-------------
0 		13,909
-------------
0 		602,258
-------------
0 		0
-------------
0
15Leora Hanser
 
SVP Partnerships 		(i)

(ii)		 0
-------------
0 		49,382
-------------
0 		239,111
-------------
0 		0
-------------
0 		0
-------------
0 		288,493
-------------
0 		228,715
-------------
0
16FRANK BORMAN
 
TRUSTEE EMERITUS 		(i)

(ii)		 13,000
-------------
0 		0
-------------
0 		0
-------------
0 		0
-------------
0 		0
-------------
0 		13,000
-------------
0 		0
-------------
0
17Gary E Knell
 
CEO & President 		(i)

(ii)		 18,467
-------------
0 		0
-------------
0 		0
-------------
0 		0
-------------
0 		0
-------------
0 		18,467
-------------
0 		0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part II NONTAXABLE BENEFITS Components of benefits and deferred compensation provided to certain executives: life insurance, parking, 401(k), 457(b), dental & medical insurance, long-term disability, and travel/accident insurance. Below is a summary of all officers or key employees who had a severance clause in their respective employment contracts in 2019. These severance amounts are solely contingent upon an employee's involuntary termination without cause from the Society. As such, these amounts were not accrued or funded in any way and were considered unlikely to occur and did not occur in 2019. None of these amounts have been included in Column D. Tara Bunch - 1 times base salary Emma Carrasco - 1 times base salary
Part VII, Section A The Society paid Manpower Inc. to employ trustee Dr. Peter Raven to review research grant applications. Manpower Inc. paid Dr. Peter Raven $70,000 in 2019.
Schedule J, Part I, Line 1a First-class or charter travel The Society does not generally pay for first-class airfare. "First-class" refers to Society-paid full-fare first-class airfare. In 2019, one key employee flew first-class for 1 flight leg, and 1 trustee traveled first class on Amtrak for 1 leg, both for business purposes. The cost of this first class travel was reasonable and comparable to the cost of business class. No portion of this additional benefit was reported as taxable compensation to the recipients.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments 1 officer received a 1-time gross-up payment in 2019. The entire amount was treated as taxable compensation.
Schedule J, Part I, Line 4a Severance or change-of-control payment THE FOLLOWING FORMER OFFICERS, KEY EMPLOYEES, AND HIGHLY COMPENSATED EMPLOYEES RECEIVED SEVERANCE PAYMENTS IN 2019: LEORA HANSER--$239,111 ROBERT BERNARD--$151,442 CHRISTOPHER JOHNS--$340,385 ($228,715 of Leora Hanser's payments were accrued in 2018) Jonathan Baillie (key employee) and Robert Bernard (5 highest paid) had additional severance of $346,154 and $209,135 respectively accrued at 12/31/19 and reported on Sch. J, Part II, Col. (C).
Schedule J (Form 990) 2019

Additional Data


Software ID: 19010655
Software Version: 2019v5.0
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
NATIONAL GEOGRAPHIC SOCIETY
 
Employer identification number

53-0193519
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2019
Schedule L (Form 990 or 990-EZ) 2019
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) Environmental Systems Research Institute
  		Entity more than 35% owned by Trustee Jack Dangermond 202,065 Arms-length transaction to provide cartographic database professional services at FMV   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2019


Additional Data


Software ID: 19010655
Software Version: 2019v5.0




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
NATIONAL GEOGRAPHIC SOCIETY
 
Employer identification number

53-0193519
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 19 222,799 Market value
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Beer/wine ) X 1 26,045 Market value
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2019)
Schedule M (Form 990) (2019)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - # of contributions
Schedule M (Form 990) (2019)

Additional Data


Software ID: 19010655
Software Version: 2019v5.0
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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
NATIONAL GEOGRAPHIC SOCIETY
 
Employer identification number

53-0193519
Return Reference Explanation
Form 990, Part III, Line 4b Scientific Research and Exploration Programs cont. Approximately nine million tons of plastic waste end up in the ocean each year, threatening our ecosystems, wildlife and human health. By mobilizing global communities and investing in science, exploration, innovation and education, the National Geographic Society is working to tackle the world's plastic waste crisis. In 2019, the Society awarded grants to over 20 Explorers worldwide that are preventing plastic pollution, conducted two Sea to Source expeditions of the Ganges River to investigate plastic pollution with an international, interdiciplinary, female-led team, and developed a teacher course and classroom resources for educators that answer key questions on plastic pollution and inspire solutions. We are also working to empower the next generation of leaders, and the Education team is currently in the second year of our Tackling Plastic GeoChallenge, which enables students around the US to develop their own solutions to the problem and compete for NGS funding. In partnership with Sky Ocean Ventures, the Society conducted its first Innovation Challenge in 2019 and awarded 25 finalists and 3 winners with solutions to plastic waste in the areas of material design, circular economy, and data visualization. In partnership with Morgan Stanley, the Society has also developed a suite of resources to support the citizen science tool Marine Debris Tracker that will be used around the world to collect data and engage audiences on plastic waste in their environment. Through these activities and more, National Geographic Society is working to catalyze action, accelerate impact, empower the next generation, and inspire audiences around the world to make positive change. The National Geographic Okavango Wilderness Project (NGOWP) is working to protect the Okavango watershed by exploring and surveying its source waters in Angola. The team has conducted a series of canoe- and land-based expeditions focusing on the least known, most inaccessible parts of the Okavango Basin's river catchments in southeastern and central Angola - a study area of approximately 150,000 square kilometers (57,915 square miles). This area, when linked to protected areas in Namibia and Botswana, would become one of the largest transboundary protected areas on the African continent. Since 2015, the NGOWP team has been surveying the river systems, collecting data and scientific insights to help determine strategies for protecting these essential waterways. In addition to building a case for conservation through expedition science, the team is focused on facilitating long-term, sustainable management of protected areas in Angola by establishing partnerships among governments, NGOs, and local communities. In 2019 the team conducted biodiversity and socioeconomic surveys of the Project Area in Angola and continued to nurture the relationships between and among partners working in Angola. Pristine Seas is an exploration, research, and media project founded and led by National Geographic Explorer-in-Residence Dr. Enric Sala. Its mission is to help protect 20 of the last wild places in the ocean by 2020. This includes not only preserving areas that are pristine or near pristine, but also helping to bring closer to pristine (i.e., to restore) areas that may have suffered some human impacts but still harbor unique features such as large animals, healthy bottom communities, and outstanding biodiversity. The project envisions a future ocean where representative examples of undisturbed ecosystems are protected from direct human activities, with the hope that these places will be healthier, more productive, and more resilient to the impacts of ocean warming and acidification. These protected areas will be the best baselines to understand the true magnitude of human impacts on ocean life, to evaluate the efficacy of management and conservation actions, and to help us determine what future ocean we want for our children and grandchildren. Pristine Seas has carried out expeditions in 31 places, 22 of which have since been protected, covering a total area of more than 5 million square kilometers - more than half the area of Canada. The National Geographic Society is using a science-based approach to support wildlife-compatible landscapes in the Greater Yellowstone Ecosystem and in central Montana-from Yellowstone National Park to Grasslands National Park in Canada. We seek to address the challenges of species recovery and migration across public and private lands while respecting the needs of local landowners and communities. National Geographic Fellow, Arthur Middleton, received funding through his lab at the University of California Berkeley from the Beyond Yellowstone program to assess migration patterns in the greater Yellowstone ecosystem. Over the next two years, Arthur and his team will use camera traps, radio tracking, observation, and analysis to further our understanding of how living things interact across the land. National Geographic is also supporting local efforts and educators on the ground to build up the next generation of wildlife stewards around Yellowstone and beyond. National Geographic's Big Cats Initiative (BCI) is a comprehensive, action-oriented program that supports on-the-ground big cat conservation projects and a global public awareness campaign, Cause an Uproar. In 2019, BCI conducted an analysis to identify 20 lion strongholds in Africa where we could focus our grantmaking. In 2019, the Big Cats Initiative used this analysis to narrow our original global call to protect big cats around the world to these 20 strongholds in Africa. By the end of 2018, BCI had awarded more than 120 grants covering 27 countries with a total of more than $4 million. The BCI grants program has made important strides in helping communities understand and protect big cats. BCI continues to offer several ways for public engagement, including free educator lesson plans, text and online donations platform. The Nat Geo Society Storytelling team filmed with grantees and used these assets to create local impact videos for the grantees to show to local communities. The National Geographic Photo Ark is a multiyear effort to raise awareness of and find solutions to some of the most pressing issues affecting wildlife and their habitats. The Photo Ark's three-pronged approach harnesses the power of National Geographic photography and the bold ideas of our explorers. Led by National Geographic photographer Joel Sartore, the project aims to document every species living in the world's zoos and wildlife sanctuaries, inspire action through education, and help save wildlife by supporting on-the-ground conservation efforts. In 2018, Sartore passed both the 8,000 and the 9,000 species mark when he added the Pyrenean desman and Bandula barb to the Photo Ark. In partnership with the Zoological Society of London's EDGE of Existence Program, which focuses on the planet's most unique and endangered species, the Photo Ark established a new fellowship program, coined Nat Geo Photo Ark EDGE Fellows. The program supports on-the-ground conservation efforts to help save species featured in the National Geographic Photo Ark. The 2017 cohort of fellows all focused on Latin American species. In 2019, the Photo Ark and EDGE named an additional 13 fellows based in Asia. The Nat Geo exhibitions team had over 30 Photo Ark exhibitions on display at nonprofit venues around the world. This includes the Annenberg Space for Photography, the Miami Zoo and the London Zoo. Last Wilderness Partnerships--National Geographic envisions a world where intact wilderness areas containing the bulk of biodiversity on our planet, are resilient to-and help us mitigate-climate change, and continue providing the goods and services that are essential for humanity's survival. Our goal is to help protect 30 percent of the planet by 2030. This includes not only preserving areas that are intact, but also restoring areas that may have suffered some human impacts. To address this crisis, the National Geographic Society has developed Last Wild Places, a decade-long initiative to help protect the places that sustain life on Earth. Harnessing expertise developed throughout the Society's 130-year history, Last Wild Places is uniquely positioned to build upon National Geographic's extraordinary legacy of science, exploration, and storytelling to drive impact. Through an integrated approach that supports actionable science, accelerates the adoption of best practices in conservation, uses the latest technology, and inspires people to care for the world around them, we aim to develop a new narrative for nature. In 2019 the program supported five conservation initiatives: American Prairie Reserve, Gorongosa National Park, African Parks, Tompkins Conservation, and the Okavango Wilderness Project.
Form 990, Part III, Line 4a Storytelling & Outreach cont. The National Geographic Museum store helps visitors take National Geographic home with them by offering captivating books and unique handmade products from around the globe as well as travel accessories that will help guide them on their way. Much of the merchandise relates directly to content in the exhibitions in the museum. Many of the products also contain descriptive histories educating visitors about indigenous peoples or endangered species around the world. National Geographic Live, the Society's signature live event series, had successful spring and fall seasons in 2019 featuring 84 events including lectures and special programs hosted by scientists, photographers, and film makers. Our popular after-hours exploration series continued in 2019 Nat Geo Nights is a monthly series and invites guests to visit after work and hear stories from the field by some of National Geographic's youngest explorers. The Virtual Reality Theater hosted 8 sold out events. The museum also hosted several film festivals in 2019 and 10 student matinees for school groups in Washington, DC and throughout the region. The Storytelling Productions team produces videos that further the goals of the National Geographic Society and its programs. Media is created to achieve measureable results amongst targeted audiences and are distributed during live events, on NGS digital and social platforms, and in classrooms. Additionally, videos were screened at global events such as UN World Wildlife Day and film festivals. In 2019, close to 300 videos were produced, contributing to the marketing, fundraising, conservation, and educational initiatives of the Society. National Geographic Society Digital produces digital content and applications for current and potential funders, influencers, partner organizations, policy makers, teachers/Educators, Explorers, and targeted public audiences. In 2019, the team introduced new applications and a number of significant improvements to existing web properties and applications. Here are a few of the highlights from 2019: * Launched a web site for Campaign for Nature, the NGS partnership with the Wyss Foundation. * Extended the Sumatran Rhino Alliance site to enable NGS Communications to update content and publish press releases. This site is the unbranded hub for all the partnerships involved in the Sumatran Rhino Alliance. * Launched a new online event ticket purchase user experience that significantly improved the usability and has resulted in an increase in users completing checkout. * Integrated museum kiosks developed specifically for the Becoming Jane exhibit with back-office systems to enable NGS to operate a marketing campaign to visitors encouraging them to follow through on their pledge to protect wildlife. * Updated the GeoBee trivia games available on iOS, Android, Amazon Alexa, Amazon Echo Show, and Google Home platforms to support new version OS versions and correct usability issues reported by end users. The Storytelling team manages all media (photos and videos) submitted by Explorers in the field. In 2019, the team oversaw the Storytelling Grants, Programs and Fellowships, which awarded over $4.5 million to 102 of the world's best conservation and natural-world storytellers and supported hundreds of underserved youth, and early career photographers and local news outlets as part of the Photo Camp, 2nd assistant and Lenfest Programs. Museum & Traveling Exhibits National Geographic creates exhibitions that allow visitors to experience the mission of the Society in a unique and highly educational setting. Each year, the National Geographic Museum presents exhibitions and programs that expand on National Geographic content and extend the life of the stories the Society tells not only in Washington, but also in museums around the country and around the world. The National Geographic Museum welcomed 160,000 visitors in 2019, including 10,000 students and school groups. The museum hosted one major exhibition "The Queens of Egypt" and created public programming and educational materials that complemented the experience. The museum also launched a new exhibition in November 2019, "Becoming Jane: The Evolution of Dr. Jane Goodall." This multimedia exhibition celebrates the legacy of one of National Geographic's best known and beloved explorers. In addition, the museum toured many of its exhibitions to locations around the world. The most popular of these exhibitions include "PhotoArk" "50 Greatest Photographs" and a new exhibition "Planet or Plastic?" The museum hosted over 80 community programs, including Student Matinee programs, evening lectures, panel discussions, and special film screenings that inspired, educated, and enriched the lives of thousands in the Washington, D.C., area. The audience for the museum includes National Geographic members, local residents, national and international tourists, military personnel, congressional members and staffs, the diplomatic community, school groups, and students from around the region and beyond. Many of the exhibitions that originate at the National Geographic Museum are then offered to other museums around the United States and internationally, so the audiences continue to grow for these projects even after they close in Washington. The National Geographic Society's Marketing & Engagement team catalyzes widespread understanding, engagement, admiration and support for the mission and impact of National Geographic. It propels and safeguards National Geographic's reputation and integrity and its work to illuminate and protect the wonder of our world. The team achieves this through strategic communications, marketing and branding, programmatic engagement, events, partnerships and targeted outreach. It focuses on diverse, targeted audiences, including donors and supporters, scientists and academia, explorers, thought leaders, influencers, partner NGOs, press and the public. In 2019, the Marketing & Engagement team's outreach in support of National Geographic's nonprofit mission included: - Continuation of the National Geographic Explorers Festival, which engaged members, donors, educators, scientists, grantees/explorers and the public around the National Geographic Society's commitment to investing in scientists, explorers, educators and storytellers to change the world. In 2019, the Explorers Festival continued the international series, convening groups of donors, explorers and thought leaders in London and Mexico City. - Hosting the Education Summit, gathering educator leaders from across North America to participate in capacity- and community-building opportunities. Additionally, at the Summit, National Geographic unveiled a new education strategy, defining National Geographic as a major player in the education space. - Leading major communications and outreach campaigns around groundbreaking research supported by the National Geographic Society, including the search for Amelia Earhart's remains, the discovery of the slave ship Clotilda, and an expedition to Mount Everest that resulted in the installation of the world's highest weather station. Collectively, these campaigns resulted in major media coverage in publications and outlets around the globe. - Continuing press, social media and community outreach on behalf of the Campaign for Nature (CFN), a partnership between the Wyss Foundation and the National Geographic Society. Through participation in events like the first-ever Nature Champions Summit, bringing Indigenous partners, world leaders in government and industry, and philanthropists together, CFN is working to advance an ambitious conservation agenda when parties to the Convention on Biological Diversity (CBD) meet to renegotiate a strategic plan for safeguarding Earth's biodiversity.
Form 990, Part III, Line 4c Education Programs, cont. The Education team at National Geographic offers a series of online courses for teachers designed to help them learn strategies and content to implement in their classrooms. The courses are designed to develop an explorer's mindset in students (based on National Geographic's Learning Framework), be authentic, engaging, connected to instructional practice, and to deepen and broaden content knowledge. In 2019 we offered our three existing long courses--Connecting Geo-Inquiry to Your Teaching Practice, Teaching Global Change in Your Classroom, and Integrating Service with Learning Goals--3 times each, reaching 3,222 teachers. We also built and piloted two additional courses: Collecting Data to Explore Plastic Pollution in our Communities, and Mapping as a Visualization and Communication Tool in your Classroom with a reach of 600 teachers. The Geo-Inquiry Process relies on using a geographic perspective, offering a unique lens to analyze space, place, and the interconnections between the human and natural world. Using both a geographic perspective and the Geo-Inquiry Process, students begin to connect complex components, see patterns, and make connections that change their communities. The five-step process guides students to ASK geographic questions they want answered, COLLECT data that will help answer their questions, VISUALIZE how they should best present this data, CREATE a presentation to help tell their geo-inquiry story, and finally to use these stories to ACT on a plan to address their questions. NGS is delivering training for educators around using the Geo-Inquiry process in their own classrooms to help their students learn about the world and how it works, so they can succeed and make it a better place. We deliver this training through in-person workshops and a new 30-hour online course entitled "Connecting the Geo-Inquiry Process to Your Teaching Practice." In 2018, National Geographic Education closed out the 30+ year old model of distributing grants through the Network of Alliances for Geographic Education to a new, regional-based, National Geographic Society-staffed, National Geographic Educator Network. The Educator Network improves upon the alliance-based network model of program delivery to allow National Geographic to achieve an even greater direct impact on students and educators more efficiently. At its core, the Network provides in-person and online learning opportunities for like-minded educators to engage with National Geographic resources and, most importantly, with one another. Participants in the Network have access to an online community where they can learn, share, and connect with National Geographic's explorers, photographers, and storytellers. In 2019, the Educator Network reached more than 10,500 educators with professional learning and priority initiatives, convened 51 advisory councils in each U.S. state and Canada. This represents a 180% growth rate in educators impacted over 2018, the Educator Network's initial building year. This program is an in-depth partnership with a school district(s) serving under-resourced communities over the course of one or more years that includes the provision and evaluation of professional development programming and resources designed to empower educators and inspire students. In 2019, NGS partnered with Jackson Public Schools (JPS) in MS and with DC Public Schools (DCPS). For the 2019-2020 school year, NGS supported DCPS professional development days for teachers throughout the year and offered DCPS teachers and students the opportunity to participate in a VR Student Matinee on the Okavango Wilderness Project at NGS HQ. NGS supported JPS with ongoing professsional development opportunities and the creation of custom-built, state-standards aligned, high-quality non-fiction readers. The National Geographic Society is committed to educating students about the world, empowering them to succeed and to make the world a better place by becoming global citizens. In order to support this mission, the Society created an Education Fellows program in late 2017, announcing its first class of five Fellows in January for the 2017-2018 school year. The Education Fellows support innovative project development and project leadership, share their expertise on an emerging issue or priority, and help incubate new ideas for geographic education. Fellows are generally mid- to late-career educators and they range from pre-K-12 classroom teachers, informal educators, academic geographers committed to geographic education, and nonprofit professionals to thought leaders in the education space. The 2019 Fellows supported National Geographic Education's work on GIS, connecting students to explorers through Explorer Classroom program, afterschool education, citizen science, and urban school districts. The Grosvenor Teacher Fellowship is a professional development opportunity made possible by a partnership between Lindblad Expeditions and National Geographic Education. The program is named in honor of Gilbert M. Grosvenor, chairman emeritus of the National Geographic Society and Education Foundation Board member. It gives current Pre-K-12 classroom teachers and informal educators from the 50 U.S. states, Canada, the District of Columbia, and Puerto Rico the opportunity to extend Grosvenor's legacy of excellence in geographic education. Exemplary educators are recognized for their commitment to geographic education and are given the opportunity to travel aboard the Lindblad-National Geographic fleet. Through this experience, they bring new geographic awareness into their learning environments and communities. In 2019, the program sent 45 educators on expeditions to such places as the Arctic, Galapagos, Antarctica, Central America, and Alaska. While aboard, educators shared the importance of geographic literacy with fellow travelers, developed activities to bring back to their classrooms, and had the adventure of a lifetime. Prior to their expeditions, all Grosvenor Teacher Fellows traveled to Washington, D.C., for a pre-voyage workshop sponsored by Lindblad Expeditions and National Geographic. The 2018 Fellows also completed their year 2 leadership commitment by supporting the work of the National Geographic Education team. The online educator community, externally known as the Educator Network, is an online space with discussion boards where Pre-K-12 educators connect with each other and National Geographic around a shared commitment to teach students about the world, empowering them to succeed and to make it a better place. Educators share best teaching practices, resources, opportunities to collaborate, and feedback for National Geographic. National Geographic also shares free and at-cost resources and opportunities to connect and collaborate, both in-person and online. Examples include professional development opportunities, online courses, and exchanges with Explorers. Special interest groups have their own discussion boards where they connect around certification, the Grosvenor Teacher Fellowship, and more. The community officially launched in April 2019 and grew to 7,500+ members. The National Geographic GeoBee is an academic competition for public schools, private schools, and home schools in the United States and its territories as well as Department of Defense Dependents Schools. Students in grades 4-8 compete to win $40,000 in scholarships and other prizes. In the 2019 program, 9,727 schools across the country held a National Geographic GeoBee, engaging 2,529,020 students to learn about the world and how it works. Up to 100 school winners in each state went on to compete in the state competition, and the state champions traveled to Society headquarters in Washington, D.C., to compete in the National Finals. National Geographic created and distributed school GeoBee packets that included a question booklet, rules, participation certificates, and a champion medal. The Society also generated a number of study tools for students, including online quizzes and voice-activated apps. Additionally, the Society administered state competitions in all 50 states plus the District of Columbia and created and disseminated question booklets, procedures, and prizes. The GeoBee culminated in three days of competition in Washington, D.C., in May, with the final day dedicated to the Championship round positioning the top 3 students in a competition to determine the first-, second-, and third-place overall winners.
Form 990, Part III, Line 4b Scientific Research and Exploration Programs, cont. Out of Eden--Over the past seven years, moving at the beat of his footsteps, Pulitzer Prize-winning journalist and National Geographic Fellow Paul Salopek has walked a large part of the original 21,000-mile pathways of the first human ancestors who migrated out of Africa during the Stone Age. Guided by the latest scientific discoveries and propelled by insightful storytelling, Salopek's immensely long odyssey, called the Out of Eden Walk, is an exploration of the critical issues of our time - from climate change to technological innovation, from mass migration to cultural survival - as told through the lives of the ordinary people who inhabit these stories every day. In this way, he is reconnecting readers from across the globe with their common past - and with a vision of shared humanity that transcends borders, languages, politics, religions, and continents. In effect, the walk's "slow journalism" offers a thoughtful and innovative storytelling alternative to the shallower distractions of our wired, frenzied world. So far, Salopek has trekked from Ethiopia to Myanmar. In the years ahead, he will inch through SE Asia, China, Siberia, and the New World to his journey's finish line in Argentina's chilly Tierra del Fuego, the last wild horizon trod by Homo sapiens. In 2019, Salopek completed his year-long trek across northern India and entered Myanmar, moving from South Asia into Southeast Asia and beginning a new phase of the walk with different cultural, topographical, and biological landscapes. Illegal Wildlife Trade --the Illegal Wildlife Trade program leverages National Geographic's power of storytelling to raise awareness, inspire action, and provide critical tools to reduce the trade in illegal wildlife. The primary storytelling platform is the blog Wildlife Watch, which is dedicated to shining light on commercial-scale exploitation of wildlife and other valued resources, identifying weaknesses in national and international efforts to protect wildlife, and empowering institutions and individuals working for a better world. Stories cover a range of human activity, from crime to heroism. In 2019, a number of Wildife Watch stories appeared in National Geographic Magazine including a story on U.S. captive tigers, the illegal pangolin trade and illegal wildlife tourism. All stories were then distributed to specific stakeholders. National Geographic's Perpetual Planet Impact Initiative is a multiyear effort to endeavor upon a groundbreaking scientific agenda to understand climate change topics in remote regions. We are studying three of Earth's most critical life support systems: mountains as water towers, rainforests as water and carbon pumps, and the least studied parts of the ocean.The Perpetual Planet expeditions will generate rich stories about changes to Earth's physical geography and how wildlife and human societies are adapting to changing climatic conditions. High-profile expeditions to each environment will highlight these systems and generate new knowledge. In 2019, the Perpetual Planet team of scientists completed a multi-faceted expedition to Mount Everest studying meteorology, geology, glaciology, mapping, and biology. The expedition successfully installed the highest weather stations and collected the highest ice core samples. The open-source meteorological data collected from the weather stations is publically available. The Perpetual Planet Expedition team has donated gear such as: a raft for lake coring to Ananta Gajurel of Tribhuvan University, first aid supplies to the Himalayan Rescue Association and Sherpa community of Phortse, clothing to various porters and the Sherpa community of Phortse, dehydrated high-altitude food to the community of Phortse, weather stations to the Government of Nepal, and a drone to Tribhuvan University in Nepal. In addition to completing the first marquee scientific expedition, the team awarded two rounds of High Alpine Climate Change grants, hosted three international convenings, released the Water Tower Index and published a scientific paper in Nature. This work informs our continued study of Earth's vulnerable mountain regions, rainforests, and ocean in 2020 and beyond. Clotilda--the National Geographic Society supported the search for the last slaveship to the U.S., the "Clotilda," through experimental research in a zero visibility highly silted underwater environment. The positive ID of the discoveries allowed us to turn the page on an undocumented chapter in the American history of slavery. Researcher Dr. James Delgado was deployed with high technology - sidescan sonar and sub-bottom profile machinery to survey a stretch of the Mobile River where the shipwreck was located. The local community has been transformed by this discovery and the reclamation of their lost history. The project culminated in a major digital news story on nationalgeographic.com as well as a future National Geographic magazine cover story scheduled for February 2020. Search for Amelia Earhart--The National Geographic Society supported a search for National Geographic gold medal recipient Amelia Earhart's remains in the South Pacific (the Amelia Expedition). Using advanced technology both underwater and on land as well as the use of ancient DNA analysis. The project was documented as part of television special which aired on the National Geographic Channel in October 2019. National Geographic's Exploration Technology Lab uses technology development to build and deploy systems and hardware to accelerate exploration and understanding of our cultural and natural heritage. In 2019 the Lab has focused on Extreme Exploration, Exploration Technology, and Conservation Technology. Under our Extreme Exploration focus, the Exploration Technology Team collaborated with the Perpetual Planet Everest science team on the design, testing and deployment of five automated weather stations along the ascent of Mt. Everest, culminating in the highest weather stations ever installed anywhere on the planet. As part of the Everest Expedition, the Exploration Technology Lab also worked with Explorer Corey Jaskolski to create high resolution scans of the Nepalese side of Mt Everest. To date, deep sea cams, designed for sampling the deep sea and monitoring ocean health, were deployed over 100 times around the world, including for the first time the Southern Antarctic. For the first time, deep sea video from around the world has been plotted onto a global map with a baseline deep sea biodiversity index applied. For Conservation Technology, National Geographic and Esri partnered together to develop the Esri ArcGIS Online solution-ArcGIS for Protected Area Management (PAM)-to provide area managers with a suite of geospatial apps which support key workflows essential for managing natural areas in Africa. The Exploration Technology Lab also supported the discovery of the wreck of the Clotilda, the last American slave ship which smuggled African captives into the U.S. in 1860. Our team supported the search for the remains of the ship and analyzed a nail from the wreck and found that it was nearly 99 percent pure iron, consistent with fasteners used in shipbuilding in Alabama in the 1850s.
Form 990, Part III, Line 4b Scientific Research and Exploration Programs, cont. The Geographic Visualization Lab aims to transform the way people experience, understand, and appreciate natural and cultural diversity and the need for conservation through the creation of digital experiences. The Geographic Visualization Lab has built EarthPulse, a password protected automated monitoring and reporting systems that enables senior decision makers to measure progress towards conservation goals around the globe. Additionally, the Geographic Visualization Lab has collaborated with Google Geo for Good and World Resources Institute on Dynamic World - the first ever 1 billion label training dataset for machine learning based land use/land cover mapping. This training dataset, which includes over 25,000 densely-annotated scenes of European Space Agency Sentinel-2 satellite imagery, will enable progress in automated, dynamic land cover mapping and monitoring to support a range of NGS and partner organization missions. The Geographic Visualization Lab also joined the Allen Coral Atlas partnership, led by Vulcan, Inc. which is using high resolution satellite imagery to create the first global map of coral reefs, including methodology (in development) to identify changes in these reef systems. The NGS team is leading Field Engagement for the Atlas. This year, the Allen Coral Atlas Southwest Pacific maps became live. These maps are new benthic and geomorphic maps of Tonga, Vanuatu, Niue, New Caledonia, Samoa, American Samoa, and a refresher of Fiji. This totals over 22,000 km2 of coral reef area mapped. The Geographic Visualization Lab also provides Geographic Services for internal and external National Geographic Society use. In 2019, the Geographic Visualization Lab supported 10+ different NGS teams and initiatives through geospatial analysis, mapping, research, and general geographic consultation. The Citizen Explorer Lab is working with the world's leading organizations in citizen science and open innovation to empower students, educators, innovators, community organizers, and individuals worldwide to contribute critical data needed to secure the natural systems that are essential for all life. The Citizen Explorer Lab worked with the NGS Explorer Programs and International teams to develop iNaturalist BioBlitz events, in which NGS Explorers partner with local educators to create custom biodiversity data collection experiences for students that tie back into the classroom's learning objectives.This activity facilitated greater appreciation and understanding of local biodiversity across 11 countries in Latin America, Asia, Africa and encouraged 1,030 students to document and protect their local species. It also created a greater connection between 20 Explorers, 348 local researchers and 94 teachers that live in communities surrounding NatGeo funded research (Explorers giving back). Their efforts yielded 6,989 new biodiversity observations across 1,781 species. In October 2019, the Citizen Explorer Lab hosted a convening on Latin American Participation in the iNaturalist Network in Merida, Mexico consisting of current members of the iNaturalist Network in Latin America, as well as organizations in the process of joining the Network or supporting major iNaturalist outreach activities in Latin America. Explorer Programs--National Geographic's Explorer Programs empowers our network of science, conservation, education and storytelling grantees through elevation opportunities (e.g, the Explorer-at-Large program, the National Geographic Fellows program, and National Geographic awards); Explorer community in-person and online engagement; Explorer speaking and presentation opportunities; and National Geographic capacity development opportunities such as our National Geographic Sciencetelling Bootcamp. In 2019, National Geographic's Sciencetelling Bootcamp continued to run monthly in-person workshops all over the world. In total we offered ten bootcamps both in the US and abroad in collaboration with International and Education Teams. In 2019 we continued to expand on Spanish Language Sciencetelling Bootcamp offerings, both in-person and online. 2019 was also the launch of the first Sciencetelling Bootcamp online suite of courses including, Video Production, Social Media, Writing, Public Speaking and Photography. The National Geographic Society continues to support the Explorers-in-Residence program to develop and enhance its long-standing relationships with some of the world's preeminent scientists and storytellers. These experts are dedicated to making notable advances in their respective fields and are highly regarded within scientific and exploration circles. National Geographic Explorers-in-Residence's groundbreaking discoveries fuel the kind of critical information, conservation initiatives, and compelling stories that are the hallmark of the National Geographic Society. National Geographic Explorers-in-Residence for 2019 are Enric Sala, marine ecologist; Sylvia Earle, oceanographer; Bob Ballard, ocean explorer; Lee Berger, paleoanthropologist; James Cameron, filmmaker and explorer; Mike Fay, conservationist; Beverly and Dereck Joubert, filmmakers and conservationists; Louise and Meave Leakey, paleontologists; Tom Lovejoy, conservation biologist, and Rodrigo Medellin, ecologist. National Geographic Fellows provide expert consultation on active projects supported by National Geographic that have clear goals and deliverables. They lead novel, ambitious projects that promise to make an impact on the world. Focusing on collaboration with cross-divisional stakeholders at National Geographic, they deliver broad media impact during their term. They represent and illustrate the diversity of disciplines that the Society covers in its scientific and editorial efforts. 2019 National Geographic Fellows include: Willie Buford, educator; Joe Grabowski, educator; Peg Keiner, educator; Anne Lewis, educator; Kerryanne Monahan; Anita Palmer, educator; Rue Mapp, educator; Valencia Clay, educator; Bronwyn Agrios, technology; Katy Croff Bell, archaeological oceanographer; Darlene Cavalier, citizen scientice; Jonatha Giddens, deep-sea research ecologist; Whitney Goodell, marine ecologist, Dan Hammer, environmental data scientist; Anne Haywood, citizen science; Naftali Honig, Wildlife Crime Investigator; Corey Jaskolski, engineer; Elizabeth Tyson, citizen science; James Watson, conservation scientist; Martin Wikelski, ornithologist; Maya Lin, designer, architect, and artist; Davide Monteleone, photographer; Hannah Nordhaus, storytelling; Sandesh Kadur, Wildlife Filmmaker; Photographer; Gautam Shah, Wildlife Storyteller; Thomas P Peschak, Conservation Photographer; Brian Skerry, photographer and photojournalist; Anand Varma, Photographer; Xaquin GV, visual journalist, Evgenia Arbugaeva, photojournalist; Cory Richards, Photojournalist; Steve Boyes, conservation biologist; Amielle DeWan, training and capacity building; Chris Golden, ecologist and epidemiologist; Dominique Gonalves, ecologist; Jenna Jambeck, Environmental Engineer; Matthew Jordan, project management; Heather Koldewey, Marine Biologist, Environmentalist; Danny Kinka, conservation tech, Julia Lee, behavioral scientist, organizational psychologist; Arthur Middleton, biologist; Rudi Putra, conservation biologist; Paul Salopek, journalist; Brent Stirton, Wildlife Crime Photographer; Rae Wynn-Grant, carnivore ecologist. Explorers' Week--National Geographic's annual Explorers Festival engages members, donors, educators, scientists, grantees/explorers around the National Geographic Society's commitment to investing in scientists, explorers, educators, and storytellers to illuminate and protect the wonders of our world. Explorer Programs team supports the Festival by contributing to the internally focused Explorer Symposium as well as leading various explorer engagement efforts, including communications training, leadership training, mentorship, idea generation, and networking. Approximately 200 Explorers participated in the 2019 Explorers Festival.
Form 990, Part III, Line 4c Education Programs In the 2019-20 school year, the GeoChallenge competition was offereed free in all 50 states plus D.C. by issuing a challenge entitled "Tackling Plastic!" that invited participants to create solutions to the single-use plastic crisis while building skills in geography, mapmaking, storytelling, and video production. A total of 5,973 teams registered to participate in the GeoChallenge and 1,041 teams submitted projects. National Geographic Live Student Matinees bring groundbreaking scientists, photographers, and explorers out of the field and onto stages across the United States and North America. Through compelling storytelling, these speakers offer exciting knowledge from the front lines of discovery, and highlight the critical importance of science, exploration, and conservation. Connecting these powerful role models directly with students inspires a new generation of explorers. In 2019, Student Matinee programs reached over 30,000 students in dozens of cities across North America, including Washington, D.C.; Baton Rouge, Louisiana; Calgary, Alberta, Canada; Chicago; Lone Tree, Colorado; Los Angeles; Indianapolis; Kansas City, Missouri; Mesa, Arizona; Portland, Oregon; and Seattle.
Form 990, Part III, Line 4b Scientific Research and Exploration Programs cont. National Geographic's Early Career Leadership Program (formerly called the Young Explorer Leadership and Development Program) is a year-long opportunity for researchers, conservationists, storytellers, and educators to engage with National Geographic and collaborate with each other during the crucial early years of their careers. This program arms the Society's promising younger explorers with the skills, experiences, and support necessary to propel their careers to the next level through mentorship, media and leadership training, and project development guidance. National Geographic wants to help seed future generations of leaders - individuals who, together with the Society, will tackle global challenges with enthusiasm, commitment, and curiosity, generating transformative solutions to key challenges. In 2019 National Geographic selected our second cohort for the program which was launched with a pilot from 2017-2018. In 2019 the participants came to NGS headquarters for a week of leadership training, media training and other events. Throughout the remainder of the year they joined monthly webinars to learn from NG staff and expert explorers about topics such leadership skills, effective social media, and using citizen science in their community. The participants were also each paired with a National Geographic Educator and planned activities with their classrooms. The Early Career Leadership Program 2019-2020 cohort comprises Gabrielle Corradino, marine ecologist; Alberto Borges, ecologist; Giovanni Chimienti, marine biologist; Imogen Napper, marine biologist; Salome Buglass, marine ecologist; Llenel (Ellie) Gonzales de Castro, archaeologist; Lina Marcela Aragon, biologist; Maurice Oniango, documentary filmmaker; Munmun Dhalaria, documentary filmmaker; Tutilo Mudumba, wildlife ecologist; Wangechi Kiongo, environmental conservationist; Gena Steffens, photographer, writer; Marcello Calisti, engineer; Leonardo Lanna, conservation biologist; Kate McNally, environmental anthropologist; Catalina Velasco, marine biologist; Vanessa Bezy, marine biologist; Gretchen Johnson, biologist and Patrick Smallhorn-West, ecologist. Senior members of the explorer community serve as mentors for the programs. The 2019-2020 mentors for this program are Asha De Vos, Shane Gero, Maria Fadiman, Marina Elliot, Adjany Costa, Jonatha Giddens, Erika Larse, Tierney Tys, Whitney Goodell, Sandesh Kadur, Lilliana Guittierez, Peg Keiner, Brennan Phillips, Ronan Donovan, Katy Croff Bell, Paula Rodriguez, Gregg Trienish, Losang Ragbey. Explorer Community--National Geographic provides online and in-person environments to develop and catalyze our Explorers to accelerate their work by sharing ideas, solutions, and resources as well as scale their impact and influence in their own networks and local communities. Explorers share the values of the Explorers Mindset including collaboration, curiosity, leadership, and the desire to tell their stories. In 2019, we continued to roll out National Geographic Explorer Hubs (formerly called Chapters) to help Explorers connect with each other within specific geographic regions and with their own communities. Additionally, we held Explorer community activities in key regions in London, Mexico City, Hong Kong, Singapore, Australia, Kenya and Washington, D.C. to train and empower Explorers. We continued to build out our online Explorer Community and on-boarded an additional 1000 of our Explorers into the Online Community for a total of 1,600 community members who are sharing ideas and leading discussions with one another to develop skills and help each other problem-solve. Mentorship Program--Formal Explorer Mentorship is embedded into two cohort based programs at National Geographic Society, the Early Career Leadership Program (previously called the Young Explorer Leadership and Development Program) and the Fulbright-NGS Fellowship Program. The Explorers serving as mentors in 2019 are: Zeb Hogan, Sophia Jones, Tara Roberts, Jennifer Berglund, Asha De Vos, Shane Gero, Maria Fadiman, Marina Elliot, Adjany Costa, Jonatha Giddens, Erika Larse, Tierney Tys, Whitney Goodell, Sandesh Kadur, Lilliana Guittierez, Peg Keiner, Brennan Phillips, Ronan Donovan, Katy Croff Bell, Paula Rodriguez, Gregg Trienish, and Losang Ragbey. Grant Programs--the Grants Program provided grants that fit into the Society's three focus lenses: Changing Planet, Wildlife, and Human Journey. The grants covered conservation, education, research, storytelling, and technology, and funded work all over the world. In addition, the Society awarded Early Career grants to find and support the next generation of global change-makers. Changing Planet--Changing Planet grants focus on our Earth's dynamic terrestrial, marine, and freshwater ecosystems. These are the foundations of life on the planet, yet are increasingly threatened by exploitation, mismanagement, and climate change. We seek projects that illuminate these issues to better inform decision making and to develop more effective models for conservation and protected area management at large scales. This area of focus seeks to reduce negative human impacts on ecosystems and Earth processes by increasing knowledge, inspiring action, and creating solutions with direct, quantifiable, and scalable methods for conserving landscapes or seascapes. In 2019, grants were awarded in the following topics: Extreme Environments: Alpine Climate Change; Protecting the Last Wild Places; Reducing Ocean Plastic Pollution. Wildlife--Wildlife includes species-focused projects and the local evolutionary and ecological processes that sustain them. Although extinction is a natural part of evolution, the current accelerated loss of species means that we need novel approaches and solutions that support biological diversity and abundance. This area of focus supports projects that seek to discover and identify species and ecosystems and to mitigate threats to Earth's life forms. Projects will improve understanding of biological diversity, including behavior, life history, evolution, ecology, and habitat requirements. In 2019, grants were awarded in the following topics: Big Cats Conservation; Species Recovery; Making the Case for Nature; and Species Discovery. Human Journey--Human Journey Grants focus on learning more about who we are and what our future will be on this planet. It supports projects in a range of fields that are helping us understand the origins and development of our species; how we modified and adapted to diverse landscapes across the globe; the evolution of cultures and societies; and the current status of and trends in our cultural, linguistic, and genetic diversity. Recognizing that human society is currently out of balance with the natural world, we also seek projects that propose solutions to mitigate this imbalance. In 2019, grants were awarded in the following topics: Human Origins in Africa and Asia; Ancient DNA.
Form 990, Part III, Line 4d Misc. Program Services, cont. Engaged and healthy workforce Sustainability is a regular part of new employee orientation and all occupants of headquarters' buildings are encouraged to join the Green Team help improve sustainability in building operations. All employees and tenants are encouraged to actively participate in and create the many, varied sustainability events and initiatives on campus including Earth Week, green courtyard markets, campus gardening, green news, Bike to Work Day, staff beekeeping, and corporate responsibility groups. Lessons learned for the workplace also help encourage healthier and more sustainable activities outside the office. The Society encourages bicycle commuting through the provision of sidewalk bike racks for the public, garaged bike racks and bike room for employees, bike maintenance stands and air pumps, lockers, showers, employee discounts at bike shops, free membership with bike sharing services, and being an official pit stop on Bike to Work Day. Carpooling and the use of low-emission vehicles are supported through parking discounts and free charging for electric vehicles. Discounts with local car shares are offered to employees and tenants. Employees can benefit from a metro commuting subsidy or bicycle commuter subsidy. Exercise fitness areas are available to all staff members and tenants and were recently renovated and expanded. A rooftop herb garden staffed by National Geographic employees supplies herbs to the Cafeteria. A local, sustainable farm sells CSA shares and runs a weekly farm stand in the headquarters courtyard throughout the summer, fall and early winter. Monthly throughout the summer, a green market is held in the courtyard featuring local and sustainable businesses. A "Swap Meet" is held several times a year in which employees can give away personal items they no longer want (e.g. clothes, books, toys, jewelry, small appliances) and take home personal items given by others, with any remaining items donated to local charities. Employees and tenants can bring 'difficult to recycle' CFLs and batteries and plastic film from home to designated collection areas year-round and bring in personal electronics to annual e-cycling events. Specific achievements in 2019: * Committed to no single-use plastic for on campus events and food service * As part of Planet or Plastic Initiative, completed audit of National Geographic supply chains to determine extent of plastic waste and began working toward eliminating it * Gave away for re-use several tons of furniture, office supplies, and art supplies * Maintained extensive recycling and reuse programs while completing relocation of most building occupants and welcoming several hundred new tenants (The Embassy of Australia). The National Geographic Society Library The National Geographic Library's reading room is open to the public by appointment, and library and archives staffers respond to phone calls, letters and emails. In 2019 they handled some 400 queries from scholars and members of the public. They also provided more than 50 tours of the library & archives, including researchers, VIPs, grantees, student groups, and professional colleagues from other libraries, archives, and cultural heritage institutions. Librarians participated in regional interlibrary loan, lending items from the physical collection to various DC-area libraries. Finally, hundreds of books and magazines were donated to nonprofit organizations.
Form 990, Part III, Line 4d Description of other program services (Expenses $ 269,105 including grants of $ 269,105)(Revenue $ 7,084,120) In 2019, miscellaneous program activity included a 1-time stock option exercise in an educational cruise-ship partner, an impact investing directive, continuing sustainability initiatives, and a reading room and library open to the public. In 2019, NGS realized $6.7 million in revenue recognition from the exercise of stock options to purchase shares in an educational cruise partner of National Geographic Partners. NGS IMPACT INVESTING The Investment Subcommittee with the approval of the Finance Committee directed the Outsourced Chief Investment Officer (OCIO) to deploy a portion of the investment fund to impact investments within the guidelines of the total portfolio. The OCIO has the flexibility to invest across asset classes and will be measured against the MSCI All Country World Index (net) over a full market cycle. Impact parameters must demonstrate strong alignment with one or more of NGS' global mission priorities to help protect species-at-risk, better understand human history and culture, and conserve some of our planet's last wild places. Relevant investment strategies may include but are not limited to environmental sustainability, conservation, resource efficiency, cultural diversity, and education. 2019 SUSTAINABILITY The National Geographic Society remains committed to operating more sustainably in its own facilities and in its expectations of suppliers, vendors, and partners. The Society's headquarters became the first LEED-EB certified buildings (2003), and, through ongoing tracking of energy usage, maintenance activities, waste, office and building supplies, and renovation activity the Society has maintained continuous LEED-EB certification, rising from silver to gold in 2009. In building renovations completed in 2019, existing-building LEED considerations were taken into account throughout the process. The renovated spaces added daylight harvesting and the 17th St building switched from mainly T8 to LED lighting - reducing mercury content and increasing energy savings. The renovation also allowed the 17th St building to add independent HVAC controls enabling half floors to be powered on or off rather than necessitating an entire floor being conditioned when only a small space is in use. All the new carpet installed was Interface, renowned for its recycled content . Construction teams were tasked with detailed attention to recycling as much construction waste as possible, including old carpet and ceiling tiles recycled with their original manufacturers. All renovation purchasing is being applied toward the Society's 7th LEED certification. Sustainability goals The Society has adopted a Corporate Responsibility Policy that it shares with employees, suppliers, vendors, and partners. In 2019 a joint Sustainability Governance Committee was formed with National Geographic Society and National Geographic Partners was formed to continually evaluate, update, and further corporate responsibility policies and goals. The Society also continues to work toward four core company-wide sustainability goals: * to become a carbon neutral company * to work toward zero landfill waste * to practice wise resource stewardship * to have an engaged and healthy workforce Becoming a carbon neutral company The society performs an annual carbon assessment of its Scope 1, 2, and 3 carbon emissions. The goal is to quantify carbon emissions from Society activities, reduce such emissions as much as possible, and offset emissions that cannot be eliminated. The Society purchases RECs (Renewable Energy Certificates) to offset all the electrical usage of its owned buildings and leased space. Offsets also are purchased for emissions at Society-owned buildings and leased space and business travel emissions. Day to day operations are continually evaluated and improved to seek maximum energy efficiency. Sending zero waste to the landfill The Society seeks to reduce waste produced at its headquarters and to reuse, recycle or compost as much as possible. Employees and tenants share office supplies in communal copy rooms, a large recycling area, and regular building Swap Meets to reduce the need to purchase new office supplies, packaging material, furniture, and more. Employees, tenants and guests are urged to use reusable dishware and refill bottles at water fountains rather than use disposable containers and utensils. Furniture, equipment, supplies, and Nat Geo products that can't be used at the headquarters are offered for re-use to local nonprofits, schools, museums, and artists. Recycling and composting is encouraged on every floor with centralized waste centers located through the buildings for employees, tenants and guests. Recycling and upcycling streams include paper, metals, glass, plastics, electronics, plastic film, plastic bags, and construction materials. Practicing the wise use of resources Paper suppliers to the Society are asked to provide paper from certified forestry sources and never from old-growth or high-conservation-value designated forests and to never provide paper bleached with elemental chlorine. National Geographic Society activities and services are to be legally and ethically conducted by treating employees, environments, and cultures with respect. Suppliers who provide manufacturing services to the Society are expected to follow Resource Efficiency and Cleaner Production principles as defined by the United Nations Environmental Program (UNEP) - including such measures as reusing waste, process modification, and the awareness and reduction of hazardous materials use. Only green-e certified cleaning products and low or non-VOC paints are used in the Society's headquarters. In addition, many of the building materials used in the Society are made from recycled material. Water Restoration Certificates are purchased to offset water usage in the DC headquarters. Butterfly gardens and beehives on the headquarters grounds and rooftop support endangered species and educational efforts. Meatless Monday discounts are offered to all employees, tenants, and guests to promote consumption of delicious, nutritious, yet less resource intensive foods. The type of supplies purchased for use at headquarters and the disposal of all items is tracked for LEED-EB, ensuring ongoing improvement in sustainable purchasing and landfill diversion. In conjunction with the National Geographic Plastic or Planet? Initiative, the Society has made a special effort to remove single-use plastic waste and unnecessary plastic at headquarters. Special event badges and parking tags have been changed from plastic to paper. All staff kitchens stock reusable dishware and utensils. Coffee makers and bottleless water coolers with CO2 in each kitchen allows staff to fill reusable mugs and bottles. In the Cafeteria, straws are paper and all to-go food packaging except for one windowed box and some pre-packaged snacks are compostable. Some snacks are provided in returnable glass containers for a deposit. Bottled water is provided in recyclable metal bottles. A supply chain audit was completed in 2019 and multiple suppliers and National Geographic teams are working on plastic pollution free ideas and solutions for their businesses. Continued on Sch. O Other Miscellaneous Programs.
Form 990, Part V, Line 3b Reason for not filing Form 990-T The 990T is on extension awaiting final K-1 investment information necessary to prepare a complete and accurate return.
Form 990, Part VI, Line 11b Review of form 990 by governing body The Society's Form 990 was prepared by tax and financial staff at the Society, and was reviewed by senior management, including the President and Chief Legal Officer. It was also reviewed by the Society's outside tax advisors. A draft of this Form 990 was provided to the full Board of Trustees for comments and questions, and a conference call was held in which all Board members had an opportunity to participate in commenting and addressing any questions or issues about the draft 990. If any revisions result from the call, another copy is then provided to each of the Trustees for any additional questions, comments, or input before it was filed with the IRS.
Form 990, Part VI, Line 12c Conflict of interest policy The National Geographic Society maintains a Code of Ethics stating the Society's expectation that staff (employees), officers and third party representatives (including independent contractors, consultants, business partners and others who support our mission or receive our funds), will perform their responsibilities in a manner consistent with the highest standards of ethical conduct. The Code of Ethics is published internally, and on the Society's public facing Website https://www.nationalgeographic.org/ethics/. The Code of Ethics is rooted in the Society's commitment to carry out its mission in a manner that earns the respect of everyone we interact with including charitable donors, business associates, third party representatives, Society members, our staff, explorers, fellows, grantees and the general public. In recognition that accomplishing this objective depends on the individual commitment of our staff and business partners to acting with personal integrity, the following core principles apply: (1) we will conduct every aspect of our business in a fair, lawful and ethical manner; (2) we will encourage and expect everyone we work with to do the same; and (3) we will maintain a culture that reinforces these principles. The Code of Ethics includes the Society's Conflict of Interest Policy, which (1) defines potential conflicts of interest and provides several illustrative examples; (2) requires disclosure of any potential conflict to the Society; and (3) prohibits a conflicted staff member from engaging in any activity or decision-making concerning a potential conflict of interest in the absence of disclosure and independent resolution (including recusal and other steps deemed appropriate to resolve the potential conflict) by the Society, as set forth as follows in the terms of the policy itself: "Avoid Conflicts of Interest A conflict of interest arises when you, a family member, or a close friend has a business, financial, or personal interest in the other side of a transaction or business dealing with the National Geographic Society. You must always act in the best interest of the Society. This includes being sensitive to situations where it might appear that your responsibility to the Society has been compromised. Here are some ways a conflict of interest might arise: Having a personal, family, or financial interest in any Society transaction Acting as an employee or consultant for, or providing any other assistance to, a competitor Having a financial interest in a competitor, supplier, contractor, grantee, fellow, consultant, or other business partner Hiring or supervising a family member Accepting gifts, discounts, or services beyond policy limits from anyone doing (or seeking) business with the National Geographic Society Most potential conflicts can be resolved in a simple and mutually acceptable way. The key is to disclose the issue promptly-before it becomes an actual conflict that could compromise your responsibility to act exclusively in the National Geographic Society's best interest. If you have a potential conflict of interest, you must report it to your manager-before you engage in any activity related to the situation. Your manager, in consultation with you, Human Resources, and Law &Business Affairs, will determine what measures should be taken to resolve it appropriately. Such measures typically include recusing yourself from any decision relating to the matter. If you are unsure but have questions, get help from your manager, Human Resources or the Society's ethics officer. Gifts and Gratuities Staff members may not receive any gift worth more than $100 from any person or organization doing business with the National Geographic Society. Staff members involved in purchasing decisions must take extra care to avoid any gifts that might affect, or appear to affect, their decision-making responsibilities on behalf of the National Geographic Society. Additionally, the Society's Code of Ethics expressly prohibits bribery and all other forms of corruption; sets standards for conducting diligence and for approval of certain third party business relationships; and mandates reporting of any potential issues to the Society's Ethic's Officer, or other designated Society representative as set forth in the Code of Ethics: Corruption and Bribery - Strictly Prohibited Every country we work in has laws against corruption and bribery. We take compliance with these laws seriously. As a U.S.-based organization, the National Geographic Society focuses particular attention on the anti-bribery standards of the U.S. Foreign Corrupt Practices Act. We may not offer, promise, pay, give, or approve any bribe, kickback, or other inducement in the form of cash or anything else of value (such as gifts, travel, entertainment, or charitable contributions) to any person or organization with the intent to exert improper influence over the recipient, induce the recipient to violate their duty of loyalty, secure an improper advantage for the National Geographic Society, or improperly reward the recipient for past conduct. Nor may we allow any third party representative (such as customs clearance brokers, independent contractors, consultants, business partners, or anyone else) to do so on our behalf. Our Anti-Corruption policy sets standards that must be followed in our relationships with explorers, fellows, grantees, third party representatives, field workers ('fixers'), exhibitors, and recipients of charitable donations. Additionally, there are special standards that apply to our interactions with government officials (including travel, accommodations, meals, and entertainment). If you think that an improper payment has been solicited, offered, or made, you must promptly report it to the ethics officer, or another contact listed on the last page of the Code. The Society requires each of its employees including its officers to complete a business conduct certification (referred to as the Society's 'Ethics and Policies Pledge') as a condition of continuing employment annually. Each staff member is required to affirm that: * I have read and I understand my obligations under the National Geographic Society's Code of Ethics. I agree to comply with the Code, the Society's policies, and laws that apply to my responsibilities on behalf of the Society. * I understand that I am obligated to report all potential Code, policy or legal violations I am aware of. I am familiar with the options available to me for asking questions or reporting a potential violation. * I am not aware of any potential violation, or I have reported all potential violations that I am aware of. (A staff member who is aware of an unreported potential violation is prompted to report it prior to completing the certification.)" The Society maintains an Ethics Helpline operated by an independent third party for reporting potential violations or asking questions concerning the Code of Ethics, the Society's policies and/or legal compliance. The Helpline is available 24 hours a day, seven days a week. The Helpline accepts email, web-based and automated phone line submissions, and also offers the option of speaking to a customer service representative. The Helpline accepts anonymous reports and allows an individual who makes a report to receive follow up communications even if he/she chooses to remain anonymous. The Society maintains a separate Code of Ethics for its Directors and Trustees, which is based on the same core principles as the Code applicable to the Society's staff and third party partners, and grounded in the same commitment to maintaining the highest standards of ethics and personal integrity. It includes a Conflict of Interest policy applicable to Directors and Trustees specifically, which mandates disclosure of potential direct or indirect material conflicts involving Board-level decisions, as well as recusal from decision-making and voting on a conflict matter. The Society's Board members may contact the General Counsel or Ethics Officer with questions or concerns, and may also avail themselves of the Society's Ethics Helpline. Each Board member submits a Conflict of Interest Certification annually certifying that: there are no conflicts of interest (or disclosing potential conflicts if any may exist); and committing to continuing disclosure should a conflict arise subsequently.
Form 990, Part VI, Line 15a Process to establish compensation of top management official The Board of Trustees of the National Geographic Society has delegated authority to the Compensation Committee to oversee the compensation and benefits of certain senior executives of the Society. The Committee, which is composed exclusively of independent members of the Board of Trustees, is responsible for overseeing an executive compensation program for the Society's senior executives. The Committee follows the procedures set forth in the IRS regulations under Section 4958 in making compensation decisions. In particular, the Committee engages an independent compensation consultant to prepare and present comparable market data with respect to the Society's cash compensation and benefits programs, and is also advised by outside counsel. The Committee reviews the performance of senior executives and evaluates their compensation and benefits in light of the comparable market data provided by the independent compensation consultant and other relevant factors. The Committee relies on such market data in awarding cash compensation and reviewing benefit programs for the Society's senior executives, and receives an opinion from the independent compensation consultant as to the reasonableness and comparability of the Society's executive compensation and benefits programs to that provided for similar services by similar organizations under similar circumstances. The Committee documents its decisions regarding executive compensation decisions in its minutes. The Chair of the Committee promptly reports all actions taken by the Committee to the full Board of Trustees.
Form 990, Part VI, Line 15b Process to establish compensation of other employees The Compensation Committee followed the process described above at meetings held in February, September, & December of 2019 with respect to compensation decisions for the following senior executives positions; President and CEO: EVP, Chief Operations & Financial Officer; EVP, General Counsel & Corporate Secretary; Chief Marketing & Engagement Officer; Chief Administrative Officer; SVP, Global Strategy; Chief Scientist & SVP, Science and Exploration; Executive Director, Yellowstone Project and Special Advisor.
Form 990, Part VI, Line 19 Required documents available to the public The Society's corporate charter is available to the public through the District of Columbia Department of Consumer and Regulatory Affairs Corporations Division. The financial statements of the tax-exempt parent, the National Geographic Society, are made available in this Form 990. The Society does not currently make its audited financial statements available to the public because they are issued on a consolidated basis, which include financial details of the activities of Society's taxable subsidiary which are not disclosed for competitive reasons. The Society's Forms 990 and 990T are available upon request, as well as online at Guidestar.org.
Form 990, Part VIII, Line 2f Other Program Service Revenue - Total Revenue: , Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part IX, Line 11g Other Fees OTHER PROFESSIONAL FEES - Total Expense: 41904639, Program Service Expense: 40560394, Management and General Expenses: , Fundraising Expenses: 1344245;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances Post-retirement Benefits-FAS 158 - 4779624; Grants cancelled/returned - 849245;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


Additional Data


Software ID: 19010655
Software Version: 2019v5.0
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
NATIONAL GEOGRAPHIC SOCIETY
 
Employer identification number

53-0193519
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) 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
(1) NG URL HOLDING LLC
1145 17TH ST NW
WASHINGTON,DC20036
 HOLDING COMPANY DC 0 0 NATIONAL GEOGRAPHIC SOCIETY
 










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 entity?
Yes No
(1)NG Foundation for Sci Ex (Asia)
 
 
grant making KS 501(c)(3) 8 National Geographic Society
 
Yes
 












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) NGSP INC

1145 17TH ST NW
WASHINGTON,DC20036
16-1750687 		HOLDING CO. DC NATIONAL GEOGRAPHIC SOCIETY
  		C Corporation 64,853,000 1,419,379,000 100 % Yes  
(2) NGHB INC

1145 17TH ST NW
WASHINGTON,DC20036
94-2731426 		HOLDING CO. DC NGSP INC
  		C Corporation 0 0 100 % Yes  
(3) NG UK Ltd

 
 
HOLDING COMPANY UK NGSP INC
  		C Corporation 0 0 100 % Yes  
(4) NGTI LTD

 
 
HOLDING COMPANY UK NGSP INC
  		C Corporation 0 0 100 % Yes  






Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
Yes
 
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
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 related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) NGSP Inc

 F 52,900,000 AUDITED FINANCIAL STATEMENTS
(2) NGSP INC

 A 1,182,863 AUDITED FINANCIAL STATEMENTS
(3) NG FOUNDATION FOR SCI EX (ASIA)

 L 946,421 AUDITED FINANCIAL STATEMENTS
(4) NGSP Inc

 L 6,121,761 AUDITED FINANCIAL STATEMENTS
(5) NGSP INC

 D 25,835,000 AUDITED FINANCIAL STATEMENTS

Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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) 2019
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2019

Additional Data


Software ID: 19010655
Software Version: 2019v5.0