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
2020
Open to Public Inspection
A For the 2020 calendar year, or tax year beginning 01-01-2020 , and ending 12-31-2020
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 $ 401,316,509
F Name and address of principal officer:
Jill Tiefenthaler
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 22
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 21
5 Total number of individuals employed in calendar year 2020 (Part V, line 2a) ...... 5 481
6 Total number of volunteers (estimate if necessary) ............. 6 23
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 211,308
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) ......... 33,502,124 20,353,435
9 Program service revenue (Part VIII, line 2g) ......... 15,505,699 2,977,445
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 39,496,589 29,824,595
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 16,189,202 17,314,310
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 104,693,614 70,469,785
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 24,783,030 18,583,258
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) 54,168,000 53,541,330
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 1,248,176 1,213,565
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet5,655,241    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 97,702,907 72,073,273
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 177,902,113 145,411,426
19 Revenue less expenses. Subtract line 18 from line 12....... -73,208,499 -74,941,641
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,655,505,558 1,696,779,808
21 Total liabilities (Part X, line 26)............. 151,203,911 121,878,379
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,504,301,647 1,574,901,429
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
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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 (2020)
Form 990 (2020)
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 $ 49,012,778 including grants of $ 3,732,386 ) (Revenue $ 1,651,034 )
STORYTELLING AND OUTREACH Storytelling oversees the Society's grant making efforts in photography, journalism, film, immersive media, podcasts and other media. Its programs also support capacity building, ambitious media projects for impact and efforts to amplify voices historically underrepresented in the media. 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 $ 38,907,141 including grants of $ 11,877,773 ) (Revenue $ 214,514 )
SCIENce & Innovation The Science & Innovation team oversees the Society's grantmaking efforts in science, conservation and technology, develops and manages major mission programs, and establishes programmatic partnerships with like-minded non-governmental organizations (NGOs). Science & Innovation Program descriptions continued on Sch. O
4c (Code:   ) (Expenses $ 17,389,989 including grants of $ 2,966,649 ) (Revenue $ 934,263 )
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 the Society's convening power to leverage our influence to build the field of geography and create the conditions for change. Continued on Sch. O Education Program Descriptions
(Code:   ) (Expenses $ 6,450 including grants of $ 6,450 ) (Revenue $ 177,634 )
In 2020, miscellaneous program activity included an impact investing directive, continuing sustainability initiatives, and a reading room and library open to the public. Continued on Sch. O Other Miscellaneous Programs.
4d Other program services (Describe in Schedule O.)
(Expenses $ 6,450 including grants of $ 6,450 ) (Revenue $ 177,634 )
4e Total program service expensesMediumBullet105,316,358
Form 990 (2020)
Form 990 (2020)
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 IIClick to see attachment.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part 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 I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part 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 (2020)
Form 990 (2020)
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
727
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 (2020)
Form 990 (2020)
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
481
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
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. 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 (2020)
Form 990 (2020)
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
22
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
21
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
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
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:
MediumBulletROBERT YOUNG1145 17TH ST NW   WASHINGTON,DC200364688 (202) 807-7000
Form 990 (2020)
Form 990 (2020)
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) Afsaneh Beschloss
 
Trustee
4.0
.................
 
X           0 0 0
(2) ALEXANDRA GROSVENOR ELLER
 
TRUSTEE
4.0
.................
 
X           0 0 0
(3) Angel Cabrera
 
TRUSTEE
4.0
.................
 
X           0 0 0
(4) ANTHONY A WILLIAMS
 
TRUSTEE
4.0
.................
 
X           0 0 0
(5) Beth Comstock
 
Trustee
4.0
.................
 
X           0 0 0
(6) BRENDAN P BECHTEL
 
TRUSTEE
4.0
.................
 
X           0 0 0
(7) EDWARD ROSKI JR
 
TRUSTEE
4.0
.................
 
X           0 0 0
(8) ELLEN R STOFAN
 
TRUSTEE
4.0
.................
 
X           0 0 0
(9) FREDERICK J RYAN JR
 
TRUSTEE
4.0
.................
 
X           0 0 0
(10) GEORGE MUNOZ
 
TRUSTEE
4.0
.................
 
X           0 0 0
(11) Jack Dangermond
 
Trustee
4.0
.................
 
X           0 0 0
(12) JANE LUBCHENCO
 
TRUSTEE
4.0
.................
 
X           0 0 0
(13) JEAN CASE
 
Chairman
4.0
.................
 
X           0 0 0
(14) JOSEPH M DESIMONE
 
TRUSTEE
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 (2020)
Form 990 (2020)
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) RAJIV SHAH
 
TRUSTEE
4.0
.......................  
X           0 0 0
(22) Strive Masiyiwa
 
TRUSTEE
4.0
.......................  
X           0 0 0
(23) Tracy R Wolstencroft
 
Trustee
4.0
.......................  
X           0 0 0
(24) ANGELO M GRIMA
 
EVP & GENERAL COUNSEL/CORP. SEC.
45.0
.......................  
    X       423,014 0 251,892
(25) Jill Tiefenthaler
 
CEO
45.0
.......................  
    X       514,012 0 10,847
(26) MICHAEL J COLE
 
SVP/CONTROLLER/ASST. TREASURER
45.0
.......................  
    X       338,789 0 160,146
(27) MICHAEL ULICA
 
PRESIDENT/COO/TREASURER
45.0
.......................  
    X       758,596 0 29,694
(28) Robert Young
 
CFO
45.0
.......................  
    X       100,561 0 1,911
(29) Sumeet Seam
 
Chief Legal Officer
45.0
.......................  
    X       116,332 0 5,998
(30) TARA BUNCH
 
Chief Administrative Officer
45.0
.......................  
    X       419,722 0 28,442
(31) AMY KREIDER
 
CHIEF MEDIA & PUBLIC AFFAIRS OFFICER
45.0
.......................  
      X     355,173 0 24,675
(32) EMMA CARRASCO
 
CHIEF MARKETING & ENGAGEMENT/SVP GLOBAL STRATEGY
45.0
.......................  
      X     486,375 0 276,349
(33) Jonathan Baillie
 
Chief Scientist/EVP Science & Exploration
45.0
.......................  
      X     479,131 0 11,829
(34) Kara Ramirez Mullins
 
Chief Advancement Officer
45.0
.......................  
      X     180,770 0 5,598
(35) Mara Dell
 
Chief Human Resources Officer
45.0
.......................  
      X     344,227 0 22,152
(36) Vicki Phillips
 
EVP & Chief Education Officer
45.0
.......................  
      X     485,674 0 19,907
(37) Alex Moen
 
VP Explorers Program
45.0
.......................  
        X   307,242 0 36,715
(38) Enric Sala
 
Explorer in Residence
45.0
.......................  
        X   377,425 0 20,162
(39) Jason Southern
 
Chief Technology Officer
45.0
.......................  
        X   285,898 0 34,849
(40) Kaitlin Yarnall
 
Chief Storytelling Officer & SVP
45.0
.......................  
        X   307,236 0 36,433
(41) Valerie Craig
 
VP, Operating Programs
45.0
.......................  
        X   271,604 0 35,985
(42) CHRISTOPHER JOHNS
 
Director Executive, Yellowstone Project
 
.......................  
          X 295,876 0 0
(43) FRANK BORMAN
 
TRUSTEE EMERITUS
 
.......................  
          X 13,000 0 0
(44) Gary E Knell
 
CEO & President
0.0
.......................  
          X 19,789 0 0
(45) Robert Bernard
 
Global Head of Strategic Partnerships
0.0
.......................  
          X 304,904 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 7,185,350 0 1,013,584
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 MediumBullet172
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 3,945,736
Digital Velocity Partners LLC

10 Glebe Place
London   SW35LB
UK
IT Services/Consulting 3,645,256
BBC Studios Production Ltd

101 Wood Ln
London   W127FA
UK
Film production/editing 3,571,594
Celerity IT LLC

8401 Greensboro Drive
Suite 500
Mclean,VA22102
IT Services/Consulting 2,158,989
Otis Elevator Co

5000 Philadelphia Way
Lanham,MD20706
Elevator Upgrade/Repair 1,999,109
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet98
Form 990 (2020)
Form 990 (2020)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 65,779
f All other contributions, gifts, grants, and similar amounts not included above1f 20,287,656
g Noncash contributions included in lines 1a - 1f:$ 1g 813,291
h Total. Add lines 1a-1f.......MediumBullet 20,353,435
 Program Service RevenueAmt Business Code
2a Storytelling & Outreach 900004 1,651,034 1,651,034    
b Education 900004 934,263 934,263    
c Science & Innovation 900004 214,514 214,514    
d Other misc. programs 900004 177,634 177,634    
e
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f .....MediumBullet 2,977,445
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 6,739,592   211,308 6,528,284
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 14,643,161     14,643,161
(ii) Personal (i) Real
6a Gross rents   19,504,876 6a
b Less: rental expenses   16,833,727 6b
c Rental income or (loss) 0 2,671,149 6c
d Net rental income or (loss).......MediumBullet 2,671,149     2,671,149
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   337,098,000 7a
b Less: cost or other basis and sales expenses   314,012,997 7b
c Gain or (loss) 0 23,085,003 7c
d Net gain or (loss).........MediumBullet 23,085,003     23,085,003
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 70,469,785 2,977,445 211,308 46,927,597
Form 990 (2020)
Form 990 (2020)
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 .... 5,100,402 5,100,402
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 3,621,001 3,621,001
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 9,861,855 9,861,855
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 5,986,921 4,150,443 1,670,137 166,341
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 35,665,879 25,647,924 8,990,044 1,027,911
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 1,272,607 882,237 355,012 35,358
9 Other employee benefits ....... 7,414,764 5,140,297 2,068,454 206,013
10 Payroll taxes ........... 3,201,159 2,219,209 893,009 88,941
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 510,148 107,131 400,011 3,006
c Accounting ........... 444,281 93,299 348,364 2,618
d Lobbying ........... 1,500 1,500    
e Professional fundraising services. See Part IV, line 17 1,213,565 1,213,565
f Investment management fees ...... 11,923,056   11,923,056  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 32,444,479 31,096,799 0 1,347,680
12 Advertising and promotion .... 8,484,998 7,252,051   1,232,947
13 Office expenses ....... 2,726,372 2,042,491 549,962 133,919
14 Information technology ...... 599,350 150,492 445,742 3,116
15 Royalties .. 345,515 342,880 1,310 1,325
16 Occupancy ........... 2,618,821 808,314 1,779,993 30,514
17 Travel ............ 968,331 881,217 61,062 26,052
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 833,012 88,372 740,646 3,994
20 Interest ........... 2,311,833 346,669 1,951,540 13,624
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 3,064,371 1,664,617 1,344,589 55,165
23 Insurance ... 1,169,351 245,564 916,896 6,891
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 3,627,855 3,571,594   56,261
b
c
d
e All other expenses 0 0 0 0
25 Total functional expenses. Add lines 1 through 24e 145,411,426 105,316,358 34,439,827 5,655,241
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). 10,287,571 6,636,177 1,831,678 1,819,716
Form 990 (2020)
Form 990 (2020)
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 ........ 59,687,468 1 36,554,684
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ...... 9,724,520 3 4,804,041
4 Accounts receivable, net ............. 5,330,658 4 8,243,186
5 Loans and other receivables from 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 ........... 31,787,718 7 28,571,759
8 Inventories for sale or use ............ 226,216 8 268,081
9 Prepaid expenses and deferred charges ...... 4,341,023 9 3,684,325
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 165,581,421
b Less: accumulated depreciation 10b 86,052,286 81,772,918 10c 79,529,135
11 Investments—publicly traded securities . 516,834,362 11 590,082,000
12 Investments—other securities. See Part IV, line 11 ..... 924,853,193 12 924,764,060
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 20,947,482 15 20,278,537
16 Total assets. Add lines 1 through 15 (must equal line 33)... 1,655,505,558 16 1,696,779,808
Liabilities 17 Accounts payable and accrued expenses ..... 29,395,897 17 18,623,515
18 Grants payable ... 7,449,522 18 6,318,329
19 Deferred revenue ......... 3,283,625 19 2,931,358
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 .. 53,461,664 24 50,584,097
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 57,613,203 25 43,421,080
26 Total liabilities. Add lines 17 through 25.. 151,203,911 26 121,878,379
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 .......... 1,335,475,647 27 1,406,768,334
28 Net assets with donor restrictions ........... 168,826,000 28 168,133,095
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 ........... 1,504,301,647 32 1,574,901,429
33 Total liabilities and net assets/fund balances ........ 1,655,505,558 33 1,696,779,808
Form 990 (2020)
Form 990 (2020)
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
70,469,785
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
145,411,426
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-74,941,641
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
1,504,301,647
5
Net unrealized gains (losses) on investments ...............
5
133,619,399
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
11,922,024
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
1,574,901,429
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 (2020)
Form 990 (2020)
Additional Data


Software ID: 20011424
Software Version: 2020v4.0
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
2020
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) 2020

Schedule A (Form 990 or 990-EZ) 2020
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) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 16,973,959 29,820,100 30,724,235 33,502,124 20,599,591 131,620,009
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 16,973,959 29,820,100 30,724,235 33,502,124 20,599,591 131,620,009
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).. 0
6 Public support. Subtract line 5 from line 4. 131,620,009
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
7 Amounts from line 4.. 16,973,959 29,820,100 30,724,235 33,502,124 20,599,591 131,620,009
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 75,250,985 58,262,611 103,695,389 87,349,134 89,279,835 413,837,954
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 0 296,887 273,756 0 0 570,643
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 24,722,265 0 0 0 0 24,722,265
11 Total support. Add lines 7 through 10 570,750,871
12
12
50,381,353
13
First 5 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
23.06 %
15
15
0 %
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) 2020

Schedule A (Form 990 or 990-EZ) 2020
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) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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) 2020

Schedule A (Form 990 or 990-EZ) 2020
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 lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in 11a above?
11b
 
 
c
A 35% controlled entity of a person described in line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, 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 line 2 above, 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 lines 2a and 2b 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 line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2020

Schedule A (Form 990 or 990-EZ) 2020
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 0.015 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 0.035 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) 2020

Schedule A (Form 990 or 990-EZ) 2020
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 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2020 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2020
(iii)
Distributable
Amount for 2020
1 Distributable amount for 2020 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 2020:
a From 2015.......  
b From 2016.......  
c From 2017.......  
d From 2018.......  
e From 2019.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2020 distributable amount  
i Carryover from 2015 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2020 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2020 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2020, 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 2020. 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 2021. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2016.....  
b Excess from 2017.....  
c Excess from 2018.....  
d Excess from 2019.....  
e Excess from 2020.....  
Schedule A (Form 990 or 990-EZ) (2020)

Schedule A (Form 990 or 990-EZ) 2020
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 II, Line 17a 10% Facts-and-Circumstances Test The National Geographic Society continues to qualify as a public charity demonstrated by the fact that it had over 149,000 different donors in 2020 representing a broad base of public support. It continues to have a comprehensive fundraising plan to solicit donations from the public, including other public charities, private foundations, government agencies, and corporations. In 2020, the Society hired a new Chief of Advancement to head up its fundraising division. In addition, the Society's board is representative of a broad base of the public, including a formerly elected public official and experts in the field. No one on the board has family ties to any officer or other trustee. Except during the COVID-19 emergency, the Society's museum is open to the public year-round and its library is open to the public by appointment. The Society's public lecture series in Grosvenor Auditorium offers numerous opportunities for the public to learn from, and interact with, National Geographic explorers and presenters. The Society also hosts educational workshops on campus for teachers throughout the year. The Society also provides educational curriculum materials, lesson plans, and certification, to teachers all over the United States and beyond. Over 25,000 educators and students enrolled in the Society's online courses in 2020. The National Geographic Society is one of the most well-known brands worldwide and is associated with scientific discovery and exploration, cultural diversity, education, storytelling, photography, and environmental conservation.
Schedule A, Part II, Line 14 2019 Public Support % No prior year public support % is shown in Part II because the Society met the public support test as a non-private foundation public charity under Part III in 2019.
Schedule A, Part II, Line 10 Other Income DESCRIPTION - , COLUMN A - 24722265.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 24722265.0;
Schedule A (Form 990 or 990-EZ) 2020


Additional Data


Software ID: 20011424
Software Version: 2020v4.0
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
2020
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) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020) 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) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
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) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
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) (2020)
Additional Data


Software ID: 20011424
Software Version: 2020v4.0
SCHEDULE C
(Form 990 or 990-EZ)

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

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
NATIONAL GEOGRAPHIC SOCIETY
 
Employer identification number

53-0193519
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

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

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

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2020

Schedule C (Form 990 or 990-EZ) 2020
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2020


Schedule C (Form 990 or 990-EZ) 2020
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
No
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
1,500
j
Total. Add lines 1c through 1i ....................................................................................................
1,500
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Indirectly funded lobbying in support of the Florida Wildlife Corridor initiative, through a project entitled, "Path of the Panther."
Schedule C (Form 990 or 990EZ) 2020


Additional Data


Software ID: 20011424
Software Version: 2020v4.0

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
2020
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 .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" 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) 2020

Schedule D (Form 990) 2020
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 .... 270,689,255 239,870,015 271,322,687 274,276,642 267,324,047
b Contributions ... 175,987 0 94,492 92,214 256,441
c Net investment earnings, gains, and losses 33,664,353 42,908,132 -13,125,761 45,012,034 13,614,176
d Grants or scholarships ... 7,970,409 4,964,476 15,914,493 44,965,082 3,825,459
e Other expenditures for facilities
and programs ...
1,300,173 912,042 605,020 2,984,074 2,936,503
f Administrative expenses .... 2,574,099 6,212,374 1,901,890 109,047 156,060
g End of year balance ...... 292,684,914 270,689,255 239,870,015 271,322,687 274,276,642
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet50.63 %
b
Permanent endowment SchDMd Bullet25.16 %
c
Term endowment SchDMd Bullet24.21 %
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 ....   150,804,181 78,337,373 72,466,808
c Leasehold improvements   1,268,000 1,268,000 0
d Equipment ....   9,288,834 5,200,450 4,088,384
e Other .....   1,314,110 1,246,463 67,647
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 79,529,135
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
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........ 146,079,000 F
(3) Other
(A) HEDGE FUNDS
449,399,000 F

(B) REAL EST.INVEST.TRUSTS
2,442,000 F

(C) MONEY MARKET FUNDS
89,327,000 F

(D) PERPETUAL TRUST
0 C

(E) 100% SUB NGSP, Inc.
126,354,130 C

(F) INVESTMENT - DEFERRED COMPENSATION
1,691,895 F

(G) MORTGAGE-BACKED SECURITIES
2,683,000 F

(H) FIXED-INCOME OBLIGATIONS
74,626,000 F

(I) COMMODITIES
5,538,000 F

(J) CASH EQUIVALENT
0 F

(K) Other Direct Investments
26,624,035 C
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 924,764,060
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  
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 43,421,080
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) 2020

Schedule D (Form 990) 2020
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. Foundation Funds--to be used to support geographic education.
Schedule D (Form 990) 2020


Additional Data


Software ID: 20011424
Software Version: 2020v4.0




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
2020
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 40,745
East Asia and the Pacific 0 0 Program Services Royalties, fees for service 485,104
Europe (Including Iceland and Greenland) 0 0 Program Services Royalties, fees for service 8,451,838
Middle East and North Africa 0 0 Program Services Royalties, fees for service 26,963
North America (Canada & Mexico only) 0 0 Program Services Royalties, fees for service 543,940
Russia and Neighboring States 0 0 Program Services Royalties, fees for service 16,350
South America 0 0 Program Services Royalties, fees for service 376,018
South Asia 0 0 Program Services Royalties, fees for service 560,243
Sub-Saharan Africa 0 0 Program Services Royalties, fees for service 1,354,047
Central America and the Caribbean 0 0 Grantmaking   46,140
East Asia and the Pacific 0 2 Grantmaking   849,765
Europe (Including Iceland and Greenland) 0 0 Grantmaking   2,322,138
Middle East and North Africa 0 0 Grantmaking   117,715
North America (Canada & Mexico only) 0 0 Grantmaking   1,163,032
Russia and Neighboring States 0 0 Grantmaking   82,638
South America 0 0 Grantmaking   1,059,231
South Asia 0 0 Grantmaking   629,976
Sub-Saharan Africa 0 1 Grantmaking   3,591,220
East Asia and the Pacific 0 0 Investments   258,191,946
Europe (Including Iceland and Greenland) 0 0 Investments   232,054,846
North America (Canada & Mexico only) 0 0 Investments   22,871,604
South America 0 0 Investments   13,314,966
Central America and the Caribbean 0 0 Investments   19,516,030
Middle East and North Africa 0 0 Investments   1,360,000
Russia and Neighboring States 0 0 Investments   2,838,012
South Asia 0 0 Investments   16,108,050
Sub-Saharan Africa 0 0 Investments   10,358,821
3a Sub-total .... 0 2 17,495,907
b Total from continuation sheets to Part I ... 0 1 580,835,471
c Totals (add lines 3a and 3b) 0 3 598,331,378
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2020
Schedule F (Form 990) 2020
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)
Sub-Saharan Africa EDUCATION YOUTH INITIATIVES 5,000 wire     FMV
Central America and the Caribbean CAMPAIGN FOR NATURE 5,174 wire     FMV
Middle East and North Africa EDUCATION LEADERSHIP 33,000 wire     FMV
Sub-Saharan Africa STORYTELLING SPONSORSHIP 35,000 wire     FMV
Sub-Saharan Africa African Parks Grant 750,000 wire     FMV
East Asia and the Pacific External Project Funding 189,580 wire     FMV
Europe (Including Iceland and Greenland) External Project Funding 99,000 wire     FMV
Europe (Including Iceland and Greenland) External Project Funding 52,962 wire     FMV
Europe (Including Iceland and Greenland) External Project Funding 35,000 wire     FMV
Europe (Including Iceland and Greenland) External Project Funding 53,250 wire     FMV
Europe (Including Iceland and Greenland) External Project Funding 323,050 wire     FMV
Europe (Including Iceland and Greenland) External Project Funding 35,000 wire     FMV
Europe (Including Iceland and Greenland) External Project Funding 26,000 wire     FMV
Middle East and North Africa External Project Funding 25,000 wire     FMV
North America (Canada & Mexico only) External Project Funding 450,000 wire     FMV
South America External Project Funding 120,000 wire     FMV
Sub-Saharan Africa External Project Funding 50,000 wire     FMV
Sub-Saharan Africa External Project Funding 262,222 wire     FMV
Sub-Saharan Africa Human Story Grant 603,800 wire     FMV
Central America and the Caribbean Research Grant 5,000 wire     FMV
Central America and the Caribbean Research Grant 8,000 wire     FMV
Central America and the Caribbean Research Grant 20,000 wire     FMV
East Asia and the Pacific Research Grant 38,158 wire     FMV
East Asia and the Pacific Research Grant 9,814 wire     FMV
East Asia and the Pacific Research Grant 9,998 wire     FMV
East Asia and the Pacific Research Grant 29,800 wire     FMV
East Asia and the Pacific Research Grant 50,000 wire     FMV
East Asia and the Pacific Research Grant 10,000 wire     FMV
East Asia and the Pacific Research Grant 40,000 wire     FMV
East Asia and the Pacific Research Grant 5,779 wire     FMV
East Asia and the Pacific Research Grant 40,985 wire     FMV
East Asia and the Pacific Research Grant 5,150 wire     FMV
East Asia and the Pacific Research Grant 30,000 wire     FMV
East Asia and the Pacific Research Grant 25,165 wire     FMV
East Asia and the Pacific Research Grant 47,300 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 41,100 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 5,000 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 139,562 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 18,926 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 29,940 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 27,048 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 35,000 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 29,999 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 9,620 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 36,000 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 49,947 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 7,440 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 10,000 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 28,197 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 29,147 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 47,420 wire     FMV
Middle East and North Africa Research Grant 7,980 wire     FMV
Middle East and North Africa Research Grant 34,650 wire     FMV
North America (Canada & Mexico only) Research Grant 56,400 wire     FMV
North America (Canada & Mexico only) Research Grant 19,780 wire     FMV
North America (Canada & Mexico only) Research Grant 97,725 wire     FMV
North America (Canada & Mexico only) Research Grant 28,500 wire     FMV
North America (Canada & Mexico only) Research Grant 6,000 wire     FMV
North America (Canada & Mexico only) Research Grant 8,000 wire     FMV
Russia and Neighboring States Research Grant 28,260 wire     FMV
South America Research Grant 50,000 wire     FMV
South America Research Grant 29,957 wire     FMV
South America Research Grant 29,950 wire     FMV
South America Research Grant 55,000 wire     FMV
South America Research Grant 20,000 wire     FMV
South America Research Grant 69,950 wire     FMV
South America Research Grant 9,949 wire     FMV
South Asia Research Grant 62,102 wire     FMV
South Asia Research Grant 45,000 wire     FMV
South Asia Research Grant 39,363 wire     FMV
South Asia Research Grant 5,000 wire     FMV
South Asia Research Grant 8,850 wire     FMV
South Asia Research Grant 7,925 wire     FMV
South Asia Research Grant 9,982 wire     FMV
South Asia Research Grant 10,000 wire     FMV
South Asia Research Grant 28,000 wire     FMV
South Asia Research Grant 34,700 wire     FMV
Sub-Saharan Africa Research Grant 8,000 wire     FMV
Sub-Saharan Africa Research Grant 65,000 wire     FMV
Sub-Saharan Africa Research Grant 9,750 wire     FMV
Sub-Saharan Africa Research Grant 138,780 wire     FMV
Sub-Saharan Africa Research Grant 25,900 wire     FMV
Sub-Saharan Africa Research Grant 10,000 wire     FMV
Sub-Saharan Africa Research Grant 10,000 wire     FMV
Sub-Saharan Africa Research Grant 14,367 wire     FMV
Sub-Saharan Africa Research Grant 5,000 wire     FMV
Sub-Saharan Africa Research Grant 5,000 wire     FMV
Sub-Saharan Africa Research Grant 36,093 wire     FMV
Sub-Saharan Africa Research Grant 16,000 wire     FMV
Sub-Saharan Africa Research Grant 100,000 wire     FMV
Sub-Saharan Africa Research Grant 30,000 wire     FMV
Sub-Saharan Africa Research Grant 27,500 wire     FMV
Sub-Saharan Africa Research Grant 6,000 wire     FMV
Sub-Saharan Africa Research Grant 6,500 wire     FMV
Sub-Saharan Africa Research Grant 9,810 wire     FMV
Sub-Saharan Africa Research Grant 9,938 wire     FMV
Sub-Saharan Africa Research Grant 50,000 wire     FMV
Sub-Saharan Africa Storytelling Grant 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
98
3 Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2020
Schedule F (Form 990) 2020Page 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 Europe (Including Iceland and Greenland) 1 10,000 Wire     FMV
Storytelling Grants South America 1 5,000 Wire     FMV
Google Science Fair South Asia 2 14,780 Wire     FMV
Early Career Grants South Asia 1 10,000 Wire     FMV
Early Career Grants North America (Canada & Mexico only) 1 10,000 Wire     FMV
Early Career Grants Sub-Saharan Africa 2 20,000 Wire     FMV
Early Career Grants South America 1 10,000 Wire     FMV
Conservation South America 1 25,000 Wire     FMV
Conservation Sub-Saharan Africa 1 25,000 Wire     FMV
COVID Emergency Funding East Asia and the Pacific 2 13,229 Wire     FMV
COVID Emergency Funding Europe (Including Iceland and Greenland) 5 35,600 Wire     FMV
COVID Emergency Funding Russia and Neighboring States 1 7,790 Wire     FMV
COVID Emergency Funding Sub-Saharan Africa 2 16,000 Wire     FMV
Research Grants Central America and the Caribbean 2 13,140 Wire     FMV
Research Grants East Asia and the Pacific 24 304,807 Wire     FMV
Research Grants Europe (Including Iceland and Greenland) 57 1,032,935 Wire     FMV
Research Grants Middle East and North Africa 3 50,085 Wire     FMV
Research Grants North America (Canada & Mexico only) 21 374,127 Wire     FMV
Research Grants Russia and Neighboring States 2 12,700 Wire     FMV
Research Grants South America 33 634,425 Wire     FMV
Research Grants South Asia 25 279,274 Wire     FMV
Research Grants Sub-Saharan Africa 35 654,834 Wire     FMV
Storytelling Grants Europe (Including Iceland and Greenland) 1 74,995 Wire     FMV
Storytelling Grants North America (Canada & Mexico only) 1 112,500 Wire     FMV
Storytelling Grants Russia and Neighboring States 1 33,888 Wire     FMV
Storytelling Grants South Asia 1 75,000 Wire     FMV
Storytelling Grants Sub-Saharan Africa 1 103,750 Wire     FMV
Schedule F (Form 990) 2020
Schedule F (Form 990) 2020
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) 2020
Schedule F (Form 990) 2020
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) 2020
Additional Data


Software ID: 20011424
Software Version: 2020v4.0



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
2020
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   33,164 -33,164
 
Avalon Consulting Group Inc
805 15 St NW
 
Washington, DC20005
Fundraising Consultant   No 7,952,013 391,325 7,560,688
 
M&R Strategic Services Inc
1101 Conn Ave NW
 
Washington, DC20036
Fundraising Consultant   No 3,035,392 700,102 2,335,290
 
Impact Communications Inc
735 8th St SE
 
Washington, DC20003
Fundraising Consultant   No 2,503,911 77,000 2,426,911
 
LAKE GROUP MEDIA INC
1 Byram Brook Place
 
ARMONK, NY10504
FUNDRAISING CONSULTANT   No   6,889 -6,889
 
Endowed Development Services
921 East 86th St Suite 100
 
Indianapolis, IN46240
Fundraising Consultant   No 1,050,000 5,085 1,044,915
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 14,541,316 1,213,565 13,327,751
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.
CA, CO, CT, DE, DC, 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, AZ, RI, SC, SD, TN, TX, UT, VT, VA, AR, 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) 2020
Schedule G (Form 990 or 990-EZ) 2020
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) 2020
Schedule G (Form 990 or 990-EZ) 2020
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.;AVALON CONSULTING GROUP INC-NGS REIMBURSED AVALON FOR THE COST OF PAPER, MAILSHOP SERVICES, & POSTAGE IN THE AMOUNT OF $3,478,149 IN 2020.;M&R STRATEGIC SERVICES INC.-NGS REIMBURSED M&R $560,717 FOR DIGITAL ADVERTISING EXPENSES IN 2020.;IMPACT COMMUNICATIONS INC.-IN 2020 NGS REIMBURSED IMPACT COMMUNICATIONS $31,332 FOR PAPER, MAILSHOP SERVICES, AND POSTAGE.;LAKE GROUP MEDIA INC.-LAKE GROUP MEDIA GROSS RECEIPTS INCLUDED UNDER AVALON CONSULTING. NGS REIMBURSED LAKE GROUP MEDIA $360,597 IN MAILING LIST FEES IN 2020.;ENDOWED DEVELOPMENT SERVICES-AMOUNT IN REVENUE IS BEQUEST INTENTION ONLY, NOT CASH IN;
Schedule G (Form 990 or 990-EZ) 2020
Additional Data


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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
2020
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) Greater Wash Community Found
1325 G St NW
Washington,DC20005
23-7343119 501(C)(3) 100,000   FMV   EDUCATION GRANT
(2) Augie's Quest
PO Box 9886
Denver,CO80209
83-0934624 501(C)(3) 5,050   FMV   CONTRIBUTION
(3) InquireFirst
3324 Felton St
San Diego,CA92104
81-1260156 501(C)(3) 20,000   FMV   STORYTELLING GRANT
(4) Children's Environ Literacy Found
PO Box 412
Chappaqua,NY10514
36-4540146 501(C)(3) 72,477   FMV   Education Grant
(5) Iowa Department of Education
400 E 14th St
Des Moines,IA50319
90-0743434 501(C)(3) 40,000   FMV   Education Grant
(6) African People & Wildlife Fund
PO Box 624
Bernardsville,NJ07924
20-3153855 501(C)(3) 100,000   FMV   Research Grant
(7) African Wildlife Conservation Fund
10564 NW 57 Street
Doral,FL33178
26-0571535 501(C)(3) 48,753   FMV   Research Grant
(8) Agile Services Group LLC
30 N Gould St
Sheridon,WY82801
83-4458297   7,000   FMV   COVID Emergency Funding
(9) Alaska Whale Foundation
PO Box 1927
Petersburg,AK99833
91-1712495 501(C)(3) 80,000   FMV   Research Grant
(10) America View
250 West 100 North
Logan,UT84321
77-0602801 501(C)(3) 48,339   FMV   Education Grant
(11) Anand Varma Photography
2374 Eunice Street
Berkeley,CA94708
47-1932047   50,000   FMV   Storytelling Grant
(12) Ancient Egypt Research Assoc
26 Lincoln St
Brighton,MA02135
36-3325468 501(C)(3) 37,500   FMV   Research Grant
(13) Archaeological Institute of America
PO Box 10850
Honolulu,HI96816
37-1579387 501(C)(3) 7,000   FMV   Research Grant
(14) Beneath the Waves
1650 Harvest Green
Reston,VA20194
46-3461387 501(C)(3) 28,600   FMV   Research Grant
(15) Bhutan Foundation
3121 S Street NW
Washington,DC20007
13-3376290 501(C)(3) 8,000   FMV   Research Grant
(16) CEA Consulting
235 Montgomery Street
San Francisco,CA94104
94-3119769   53,000   FMV   External Project Funding
(17) Civics Unplugged
335 Madison Ave
Manhattan,NY10017
82-1333242 501(C)(3) 10,000   FMV   Research Grant
(18) Coastal Watershed Council
107 Dakota Ave
Santa Cruz,CA95060
68-0368798 501(C)(3) 8,000   FMV   Research Grant
(19) Colorado State University
6024 Campus Delivery
Fort Collins,CO80523
84-6000545 501(C)(3) 96,255   FMV   Research Grant
(20) Conservation Science Partners
11050 Pioneer Trail
Truckee,CA96161
45-2504981 501(C)(3) 99,912   FMV   Research Grant
(21) Consortium of Okla Geographers
100 E Boyd St
Norman,OK73019
73-1310147 501(C)(3) 86,717   FMV   Education Grant
(22) Coral Reef Alliance
1330 Broadway
Oakland,CA94612
94-3211245 501(C)(3) 57,694   FMV   External Project Funding
(23) Cornell University
PO Box 22
Ithaca,NY14851
15-0532082 501(C)(3) 29,937   FMV   Research Grant
(24) Denver Zoological Foundation
2300 N Steele Street
Denver,CO80205
84-0502539 501(C)(3) 69,490   FMV   Research Grant
(25) Duquesne University
500 First Avenue
Pittsburgh,PA15219
25-1035663 501(C)(3) 20,000   FMV   Research Grant
(26) Educ Serv & Staff Dev Assoc of Central Kansas
PO Box 5
Sylvia,KS67581
48-1069538 501(C)(3) 38,640   FMV   Education Grant
(27) Explorer Mindset
7330 County Rd S
Sobieski,WI54171
83-2724634 501(C)(3) 55,000   FMV   Research Grant
(28) Florida Wildlife Corridor
PO Box 1802
Tampa,FL33601
83-1297452 501(C)(3) 105,000   FMV   External Project Funding
(29) Friends of NC State Museum of Nat Sci
PO Box 26928
Raleigh,NC27611
56-1240806 501(C)(3) 27,144   FMV   Research Grant
(30) Global Heritage Fund
220 Montgomery St
San Francisco,CA94104
20-5009512 501(C)(3) 30,000   FMV   Research Grant
(31) Global Minds Initiative
1129 Wightman St
Pittsburgh,PA15217
81-4787709 501(C)(3) 10,000   FMV   Research Grant
(32) Global Wildlife Conservation
PO Box 129
Austin,TX78767
26-2887967 501(C)(3) 114,476   FMV   External Project Funding
(33) Gorongosa Project
313 N Water Ave
Idaho Falls,ID83402
04-3452643 501(C)(3) 49,700   FMV   Research Grant
(34) Groovy Girl Media
245 N Highland Ave
Atlanta,GA30307
85-2147954   112,500   FMV   Storytelling Grant
(35) Hamilton County Educ Service Ctr
11083 Hamilton Ave
Cincinnati,OH45231
31-0967612 501(C)(3) 48,150   FMV   Education Grant
(36) Hope College
PO Box 9000
Holland,MI49422
38-1381271 501(C)(3) 27,789   FMV   Research Grant
(37) Island Conservation
2100 Delaware Ave
Santa Cruz,CA95060
91-1839907 501(C)(3) 125,000   FMV   Research Grant
(38) I-Stem
300 Delaware Ave
Wilmington,DE19801
84-3218800 501(C)(3) 30,000   FMV   Research Grant
(39) Johnstown Area Heritage Assoc
PO Box 1889
Johnstown,PA15907
25-1247390 501(C)(3) 30,000   FMV   Education Grant
(40) Khaled bin Sultan Living Oceans Found
821 Chesapeake Ave
Annapolis,MD21403
33-0939283 501(C)(3) 14,520   FMV   Research Grant
(41) Kinston Teens
PO Box 2625
Kinston,NC28502
47-2645211 501(C)(3) 10,000   FMV   Research Grant
(42) Lhaq'temish Foundations
2665 Kwina Road
Bellingham,WA98226
91-1836621 501(C)(3) 25,000   FMV   Research Grant
(43) Louisiana Univer Marine Consortium
8124 Highway 56
Chauvin,LA70344
36-4841195 501(C)(3) 29,110   FMV   Research Grant
(44) Maine Environmental Educ Assoc
31 Woodside Rd
Brunswick,ME04011
01-0383590 501(C)(3) 10,000   FMV   Research Grant
(45) March Waters Inc
69 Moffat St
Brooklyn,NY11207
84-5103893 501(C)(3) 8,000   FMV   Research Grant
(46) MD Council for Civic & History Educ
800 Parkwood Avenue
Annapolis,MD21403
47-3634146 501(C)(3) 25,826   FMV   Education Grant
(47) MD State Department of Educ
200 W Baltimore St
Baltimore,MD21201
52-6002033 501(C)(3) 29,600   FMV   Education Grant
(48) Metropolitan State University
700 E Seventh St
St Paul,MN55106
41-1687554 501(C)(3) 27,350   FMV   Education Grant
(49) Michigan State University
426 Auditorium Rd
East Lansing,MI48824
38-6005984 501(C)(3) 8,869   FMV   Research Grant
(50) Minnesota Agric in the Classroom
P O Box 987
Bemidji,MN56619
41-1587595 501(C)(3) 37,360   FMV   Education Grant
(51) Missouri Botanical Garden
4344 Shaw Blvd
St Louis,MO63110
43-0666759 501(C)(3) 60,291   FMV   Research Grant
(52) National Lead for America
236 San Jose 131
Dodge City,KS67801
83-1839530 501(C)(3) 10,000   FMV   Research Grant
(53) National Tropical Botanical Garden
3530 Papalina Road
Kalaheo,HI96741
52-6057064 501(C)(3) 86,180   FMV   Research Grant
(54) Nebraska Department of Education
1526 K St
Lincoln,NE68508
47-0491233 501(C)(3) 50,000   FMV   Education Grant
(55) NAmer Assoc for Environmental Educ
2000 P St NW
Washington,DC20036
23-7158061 501(C)(3) 10,000   FMV   Research Grant
(56) Northern Arizona University
PO Box 4080
Flagstaff,AZ86011
74-2579628 501(C)(3) 48,973   FMV   Education Grant
(57) Oakland Education Association
272 E 12th Street
Oakland,CA94606
94-1330958 501(C)(3) 50,000   FMV   Education Grant
(58) Ohio University
PO Box 960
Athens,GA45701
31-6402113 501(C)(3) 28,950   FMV   Research Grant
(59) Oklahoma Public School Resource Ctr
309 NW 13th
Oklahoma City,OK73103
46-3231101 501(C)(3) 16,000   FMV   Education Grant
(60) Perry Institute for Marine Science Inc
5356 Main Street
Waitsfield,VT05673
59-1308004 501(C)(3) 29,870   FMV   Research Grant
(61) Project Exchange
16708 NE 6th St
Vancouver,WA98684
83-2893491 501(C)(3) 10,000   FMV   Research Grant
(62) Rainforest Connection
77 Van Ness Avenue
San Francisco,CA94102
46-2022575 501(C)(3) 96,000   FMV   Research Grant
(63) Regents Of The University Of California
2195 Hearst Ave
Berkeley,CA94720
94-6036494 501(C)(3) 106,963   FMV   External Project Funding
(64) Regents Of The University Of Michigan
3003 S State Street
Ann Arbor,MI48109
38-6006309 501(C)(3) 50,020   FMV   Research Grant
(65) Regents Of The University Of Minnesota
6th Marquette Ave
Minneapolis,MN55417
41-6007513 501(C)(3) 5,000   FMV   Research Grant
(66) Research Found of the City Univ of NY
230 West 41st Street
NY,NY10036
13-1988190 501(C)(3) 99,997   FMV   Research Grant
(67) Reserva The Youth Land Trust Inc
PO Box 57277
Washington,DC20037
84-2906892 501(C)(3) 10,000   FMV   External Project Funding
(68) SDSN Association Inc
475 Riverside Drive
NY,NY10115
47-3511012 501(C)(3) 131,250   FMV   Storytelling Grant
(69) SR3 SeaLife
2255 Harbor Ave SW
Seattle,WA98126
45-1491069 501(C)(3) 27,054   FMV   External Project Funding
(70) State of Hawaii Depart of Education
PO Box 2360
Honolulu,HI96804
99-0266482 501(C)(3) 70,000   FMV   Education Grant
(71) Ten Strands
PO Box 150869
San Rafael,CA94915
27-4118171 501(C)(3) 49,997   FMV   Education Grant
(72) Texas A&M University Kingsville
700 University Blvd
Kingsville,TX78363
74-6001530 501(C)(3) 97,538   FMV   Education Grant
(73) The Amer Ctr of Oriental Res in Amman
209 Commerce St
Alexandria,VA22314
23-7084091 501(C)(3) 20,000   FMV   Research Grant
(74) The Anne K Taylor Fund
2724 Arvin Road
Billings,MT59102
20-4693436 501(C)(3) 15,000   FMV   Research Grant
(75) The Int'l Wilderness Leadership Found
717 Poplar Avenue
Boulder,CO80304
23-7389749 501(C)(3) 47,900   FMV   Research Grant
(76) The Montgomery Institute
PO Box 1889
Meridian,MS39302
64-0932080 501(C)(3) 22,000   FMV   Education Grant
(77) The Morton Arboretum
4100 IL Route 53
Lisle,IL60532
36-1505770 501(C)(3) 49,175   FMV   Research Grant
(78) The Ocean Foundation
1320 19th Street NW
Washington,DC20036
71-0863908 501(C)(3) 8,540   FMV   Research Grant
(79) The Outlaw Ocean LLC
6010 Broad Brand Rd
NW
Washington,DC20015
81-3339001 501(C)(3) 187,463   FMV   Storytelling Grant
(80) Prichard Comm for Acad Excellence
271 W Short Street
Lexington,KY40507
61-1026214 501(C)(3) 17,876   FMV   Education Grant
(81) The Trustees of Columbia University
615 West 131st St
NY,NY10027
13-5598093 501(C)(3) 39,273   FMV   Research Grant
(82) The University of Memphis
276 Admin Bldg
Memphis,TN38152
62-0648618 501(C)(3) 20,000   FMV   Research Grant
(83) The University Of Wyoming
1000 E University Ave
Laramie,WY82071
83-6000331 501(C)(3) 50,000   FMV   Education Grant
(84) University Of Hawaii
2440 Campus Road
Honolulu,HI96822
99-6000354 501(C)(3) 39,000   FMV   External Project Funding
(85) University of Mississippi
105 Odom Hall
University,MS38677
64-6001159 501(C)(3) 183,053   FMV   Education Grant
(86) University of North Texas
1155 Union Circle
Denton,TX76203
75-6002149 501(C)(3) 58,397   FMV   Education Grant
(87) University Of Utah
201 Presidents Cir
Salt Lake City,UT84112
87-6000525 501(C)(3) 99,690   FMV   Research Grant
(88) Urban & Reg Info Systems Assoc
PO Box 1247
Bedford Park,IL60499
23-7028474 501(C)(3) 50,000   FMV   External Project Funding
(89) Vanderbilt University
PMB 401591
Nashville,TN37240
62-0476822 501(C)(3) 30,000   FMV   Research Grant
(90) Ventura County Office of Education
5189 Verdugo Way
Camarillo,CA93012
95-6000945 501(C)(3) 50,000   FMV   Education Grant
(91) Walter Anderson Museum of Art Inc
510 Washington Ave
Ocean Springs,MS39564
51-0173731 501(C)(3) 25,000   FMV   Education Grant
(92) Washington University
700 Rosedale Ave
St Louis,MO63112
43-0653611 501(C)(3) 28,990   FMV   Research Grant
(93) West Virginia University
1 Waterfront Pl
Morgantown,WV26506
55-6000842 501(C)(3) 62,697   FMV   Research Grant
(94) Western Carolina University
313 HFR Admin
Cullowhee,NC28723
56-6001440 501(C)(3) 21,510   FMV   Research Grant
(95) W Colorado Business Devel Corp
2591 Legacy Way
Grand Junction,CO81503
84-1054192 501(C)(3) 33,064   FMV   Education Grant
(96) What is Missing Foundation
39 Bond Street
NY,NY10012
30-0175296 501(C)(3) 37,500   FMV   Storytelling Grant
(97) Wildaid Inc
333 Pine St
San Francisco,CA94104
20-3644441 501(C)(3) 109,360   FMV   Research Grant
(98) Wildlife Conservation Society
2300 S Boulevard
Bronx,NY10460
13-1740011 501(C)(3) 160,000   FMV   External Project Funding
(99) Wisconsin Green School Network
213 N Main Street
Poynette,WI53955
39-1095827 501(C)(3) 40,000   FMV   Education Grant
(100) World Free Press Institute
3118 Hambletonian Ln
Walnut Creek,CA95698
91-1811309 501(C)(3) 37,500   FMV   Research Grant
(101) Zoological Society of Milwaukee
10005 W Blue Mound Rd
Milwaukee,WI53226
39-6077242 501(C)(3) 38,354   FMV   Education Grant
(102) University of Connecticut
438 Whitney Road
Storrs,CT06369
06-0772160 501(C)(3) 5,000   FMV   Research Grant
(103) Cape Cod Lighthouse Charter School
195 Route 137
East Harwich,MA02645
04-3571654 501(C)(3) 7,410   FMV   Research Grant
(104) Princeton University
Dept of Geosciences
Princeton,NJ08544
21-0634501 501(C)(3) 13,690   FMV   Research Grant
(105) Kent State University
221 McGilvrey Hall
Kent,OH44242
31-6402079 501(C)(3) 30,000   FMV   Research Grant
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
101
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) 2020

Schedule I (Form 990) 2020
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 EXPLORER GRANTS 2 20,000   FMV  
(2) PHOTO ARK GRANT 1 800,000   FMV  
(3) Storytelling Grants 8 410,176   FMV  
(4) RESEARCH GRANTS 139 2,146,425   FMV  
(5) COVID EMERGENCY FUNDING GRANTS 7 53,283   FMV  
(6) EXTERNAL PROJECT FUNDING 1 27,000   FMV  
(6)
(7)
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) 2020



Additional Data


Software ID: 20011424
Software Version: 2020v4.0


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Graphic Arrow Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow Attach to Form 990.
Graphic Arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
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
 
 
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
 
 
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) 2020

Schedule J (Form 990) 2020
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
1MICHAEL J COLE
 
SVP/CONTROLLER/ASST. TREASURER
(i)

(ii)
153,275
-------------
0
49,591
-------------
0
135,923
-------------
0
149,564
-------------
0
10,582
-------------
0
498,935
-------------
0
0
-------------
0
2ANGELO M GRIMA
 
EVP & GENERAL COUNSEL/CORP. SEC.
(i)

(ii)
236,578
-------------
0
74,338
-------------
0
112,098
-------------
0
234,215
-------------
0
17,677
-------------
0
674,906
-------------
0
0
-------------
0
3Jill Tiefenthaler
 
CEO
(i)

(ii)
360,847
-------------
0
150,000
-------------
0
3,165
-------------
0
0
-------------
0
10,847
-------------
0
524,859
-------------
0
0
-------------
0
4MICHAEL ULICA
 
PRESIDENT/COO/TREASURER
(i)

(ii)
596,768
-------------
0
155,896
-------------
0
5,932
-------------
0
9,750
-------------
0
19,944
-------------
0
788,290
-------------
0
0
-------------
0
5TARA BUNCH
 
Chief Administrative Officer
(i)

(ii)
344,017
-------------
0
74,546
-------------
0
1,159
-------------
0
9,750
-------------
0
18,692
-------------
0
448,164
-------------
0
0
-------------
0
6EMMA CARRASCO
 
CHIEF MARKETING & ENGAGEMENT/SVP GLOBAL STRATEGY
(i)

(ii)
271,936
-------------
0
86,327
-------------
0
128,112
-------------
0
266,650
-------------
0
9,699
-------------
0
762,724
-------------
0
0
-------------
0
7Jonathan Baillie
 
Chief Scientist/EVP Science & Exploration
(i)

(ii)
49,891
-------------
0
90,000
-------------
0
339,240
-------------
0
8,567
-------------
0
3,262
-------------
0
490,960
-------------
0
346,154
-------------
0
8AMY KREIDER
 
CHIEF MEDIA & PUBLIC AFFAIRS OFFICER
(i)

(ii)
308,841
-------------
0
45,281
-------------
0
1,051
-------------
0
7,583
-------------
0
17,092
-------------
0
379,848
-------------
0
0
-------------
0
9Vicki Phillips
 
EVP & Chief Education Officer
(i)

(ii)
404,306
-------------
0
75,364
-------------
0
6,004
-------------
0
9,750
-------------
0
10,157
-------------
0
505,581
-------------
0
0
-------------
0
10Kara Ramirez Mullins
 
Chief Advancement Officer
(i)

(ii)
105,382
-------------
0
75,000
-------------
0
388
-------------
0
0
-------------
0
5,598
-------------
0
186,368
-------------
0
0
-------------
0
11Mara Dell
 
Chief Human Resources Officer
(i)

(ii)
321,478
-------------
0
19,646
-------------
0
3,103
-------------
0
7,583
-------------
0
14,569
-------------
0
366,379
-------------
0
0
-------------
0
12Kaitlin Yarnall
 
Chief Storytelling Officer & SVP
(i)

(ii)
260,835
-------------
0
45,875
-------------
0
526
-------------
0
9,356
-------------
0
27,077
-------------
0
343,669
-------------
0
0
-------------
0
13Enric Sala
 
Explorer in Residence
(i)

(ii)
319,157
-------------
0
56,640
-------------
0
1,628
-------------
0
9,750
-------------
0
10,412
-------------
0
397,587
-------------
0
0
-------------
0
14Alex Moen
 
VP Explorers Program
(i)

(ii)
266,144
-------------
0
38,556
-------------
0
2,542
-------------
0
9,623
-------------
0
27,092
-------------
0
343,957
-------------
0
0
-------------
0
15Jason Southern
 
Chief Technology Officer
(i)

(ii)
259,985
-------------
0
25,044
-------------
0
869
-------------
0
9,750
-------------
0
25,099
-------------
0
320,747
-------------
0
0
-------------
0
16Valerie Craig
 
VP, Operating Programs
(i)

(ii)
245,560
-------------
0
25,501
-------------
0
543
-------------
0
7,300
-------------
0
28,685
-------------
0
307,589
-------------
0
0
-------------
0
17CHRISTOPHER JOHNS
 
Director Executive, Yellowstone Project
(i)

(ii)
295,876
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
295,876
-------------
0
0
-------------
0
18Robert Bernard
 
Global Head of Strategic Partnerships
(i)

(ii)
38,077
-------------
0
43,269
-------------
0
223,558
-------------
0
0
-------------
0
0
-------------
0
304,904
-------------
0
209,135
-------------
0
19FRANK BORMAN
 
TRUSTEE EMERITUS
(i)

(ii)
13,000
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
13,000
-------------
0
0
-------------
0
20Gary E Knell
 
CEO & President
(i)

(ii)
19,789
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
19,789
-------------
0
0
-------------
0
Schedule J (Form 990) 2020

Schedule J (Form 990) 2020
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 2020. 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 2020. None of these amounts have been included in Column D. Emma Carrasco - 1 times base salary Jill Tiefenthaler - 1 times base salary
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 2020: ROBERT BERNARD--$223,558 Jonathan Baillie--$338,942 Emma Carrasco--$123,957 Michael J. Cole--$133,607 Angelo Grima--$108,498 ($209,135 of Robert Bernard's payments and $346,154 of Jonathan Baillie's were accrued in 2019) The following former officers and key employees had additional severance accrued at 12/31/20 and reported on Sch. J, Part II, Col. (C): Jonathan Baillie--$7,211 Michael J. Cole--$144,295 Angelo Grima--$227,328 Emma Carrasco--$259,719
Schedule J (Form 990) 2020

Additional Data


Software ID: 20011424
Software Version: 2020v4.0
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
2020
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) 2020
Schedule L (Form 990 or 990-EZ) 2020
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 212,181 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) 2020


Additional Data


Software ID: 20011424
Software Version: 2020v4.0




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
2020
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 18 645,725 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 ( complementary software accounts ) X 2 167,566 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) (2020)
Schedule M (Form 990) (2020)
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 Other - complementary software accounts # of contributions
Schedule M (Form 990) (2020)

Additional Data


Software ID: 20011424
Software Version: 2020v4.0
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
2020
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 Science and Innovation 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 2020, the Society awarded grants to eight Explorers worldwide that are preventing plastic pollution, two of which were funded under the new COVID-19 grant opportunity, which focuses on how humanity and the natural world have reacted to and are living through the unparalleled circumstances created by COVID-19. Additionally, since launching the educator course, 'Collecting Data to Explore Plastic Pollution in Our Communities,' in fall 2019, more than 1,800 participants have enrolled and 8 cohorts have been offered in an effort to empower the next generation of leaders. The Sea to Source: Ganges river expedition team members spent the majority of 2020 processing data, analyzing samples, publishing four scientific papers, and contributing to two expedition legacy documents: a Methods Toolkit and a Summary Report. The Methods Toolkit serves as a step-by-step guide outlining the research carried out during the expedition in order for our work to be easily replicated and conducted in different river systems around the world. The Summary Report highlights key findings and related solutions as supported by the multidisciplinary expedition research. The aim for the report is to act as a tool for local partners and decision makers to encourage science-informed-solutions. The National Geographic Okavango Wilderness Project (NGOWP) is working to protect the Okavango river basin by exploring and surveying its source waters in Angola. The team has conducted a series of river- 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. 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 collaborate with local communities and governments to establish marine protected areas, and spearhead a worldwide network of partners to reach the critical threshold of 30% ocean protection by 2030 (30x30). 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. Over the last twelve years, Pristine Seas has carried out expeditions in 31 places, 23 of which have since been protected, covering a total area of more than 6 million square kilometers - more than twice the size of India. Beyond Yellowstone--The National Geographic Society used 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 seeked 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 his final payment for this project through his lab at the University of California Berkeley from the Beyond Yellowstone program to assess migration patterns in the greater yellowstone ecosystem. Using camera traps, radio tracking, observation, and analysis to further our understanding of how living things interact across the land. Long term, this project will hopefully spur collaboration in the greater Yellowstone ecosystem creating space for both landowners and wildlife. 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 2017, 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 2020, BCI had awarded more than 153 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 pathways for public engagement, including free educator lesson plans, text and online donations platform. 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 2020, Sartore passed the 10,000 species mark with the addition of the guina 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. In 2020, Photo Ark and EDGE named an additional 12 fellows based in Africa, these new Fellows join two other active cohorts in Latin America and Asia. In 2020, the Nat Geo exhibitions team had 8 Photo Ark exhibitions (both in-person and virtual) at nonprofit venues around the world. Last Wild Places--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 existential 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 2020 the program supported three conservation initiatives: American Prairie Reserve, Gorongosa National Park, and African Parks. Continued--See Science and Innovation Programs cont. below
Form 990, Part III, Line 4a Storytelling & Outreach cont. Storytelling Grants use the power of storytelling to illuminate and protect the wonder of our world in support of the Society's mission and vision. Grant projects last approximately one year and produce a wide range of media outputs: photography, written journalism, audio production, data visualization, cartography, short films, AR / VR, and combinations of these specialities. The National Geographic Society is committed to awarding grants to a diverse community of change-makers from around the world to achieve a more equitable and inclusive world and strengthen our storytelling through incorporation of the full range of diverse viewpoints and voices, contexts, and cultural considerations that shape stories. This highly competitive grants program supports three categories of individual storytellers and journalists. Early Career Grants: with budgets capped at $10,000, Exploration Grants: typical budgets fall in the $20,000 to $40,000 range, and Requests for Proposals (RFPs): budgets vary, but the max is often around $70,000. When grantees turn their media over to National Geographic at the conclusion of their projects, the Society incorporates that material into our signature experiences, stories, and content. The National Geographic Society operates a robust portfolio of Storytelling Programs that aim to diversify, strengthen, and amplify the voices that comprise National Geographic's journalism. National Geographic Photo Camp teaches photography to diverse youth populations around the world, including young people from migrant, refugee, at-risk, and economically developing communities, to inspire and empower the next generation of storytellers with a foundation for impactful photojournalism, and a meaningful introduction to the world of photography. National Geographic's Second Assistant program provides training, mentorship, connections, and pathways for female-identifying and BIPOC early-career photographers in the historically underrepresented field of technical photography by matching early-career photographers with a more experienced National Geographic photographer for hands-on mentorship experiences. National Geographic Field Ready is a mentorship and training program to help early career filmmakers advance in their careers, and to increase diversity and inclusion behind the lens of natural history and wildlife filmmaking by providing diverse, early-career filmmakers with interactive master classes and one-on-one mentorship from leading industry professionals. Each year, National Geographic Society supports Storytelling Festivals in underrepresented regions or covering underrepresented mediums around the world to enable conversations between practitioners and bolster key spaces for recruitment of new grantees who are diverse in background, age, race and gender identity, and practices/mediums. As COVID-19 spread and impacted communities around the globe in 2020, the National Geographic Society launched an COVID-19 Emergency Fund for journalists all over the world to support their coverage of COVID-19 within their own communities. This fund places particular emphasis on delivering news to underserved populations, particularly where there is a dearth of evidence-based information getting to those who need it, and highlighting underreported stories of inequality that emerged throughout the pandemic. In 2020, National Geographic Society funded 224 projects. The Out of Eden Walk is a years-long journalistic expedition through which National Geographic Fellow Paul Salopek is walking the globe, retracing the pathways of human origins from Africa to South America. This 21,000 mile odyssey is an exercise in slow journalism, allowing Paul to report the major stories of our time holistically by slowing down to walking speed to share the full context and voices of local people behind the headlines of the stories of our time. The Out of Eden Walk is a global storytelling initiative for education and cross-cultural engagement that promotes journalistic education and people-to-people connectivity via the ethos of "slow journalism." The National Geographic Museum is a popular destination in Washington, DC and an opportunity for the public to experience National Geographic in person through its immersive exhibitions and public programming. The museum is an extension of the Society's commitment to educating students of all ages about the wonders of the world. The award winning exhibition, Becoming Jane: The Evolution of Dr. Jane Goodall and WOMEN: A Century of Change were on view when the museum closed due to COVID 19 on March 13, 2020. The museum was not able to reopen in 2020 but produced a series of online offerings including virtual tours of both exhibitions and a series of virtual field trips with National Geographic explorers. The National Geographic Museum produces traveling exhibitions that are hosted by museums and other venues around the world. In 2020, we mounted 29 exhibitions in 17 countries despite the pandemic, sharing our educational offerings with approximately 3.3 million people in the US and globally. 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. The store was forced to close mid-March to the end of the year due to the COVID-19 pandemic. The Impact Media team produces media that further the goals of the National Geographic Society and its programs. Media is created to achieve measurable 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 2020, close to 300 videos were produced, contributing to the marketing, fundraising, conservation, and educational initiatives of the Society. National Geographic Society's Digital team, a part of the Technology organization, builds digital applications for Explorers, teachers/Educators and current or potential funders. In 2020, the team established a central strategy to design and deliver more holistic and seamless experiences for these constituencies on top of a more flexible and data-powered platform. Digital also launched or improved several interactive mapping experiences across the portfolio. Here are a few of the highlights: * In response to the pandemic we: delivered an interactive map for Storytelling's COVID-19 Grants program; created a 360-degree virtual tour of our "Women: A Century of Change" museum exhibition; enabled free online access to Explorer Classroom magazine (both English and Spanish editions), and expanded access to other classroom resources by launching new sign-up channels. * Built a new and more robust identity service based on Auth0 to serve as the foundation for delivering more personalized authenticated experiences. We onboarded 300+ Explorers onto the Explorer Dashboard, the first product with this concept at its heart, and worked on additional products planned to launch in early 2021 (e.g., Field Notes 2.0 and Explorer Classroom registration). * Launched the Map Policy Portal, National Geographic's first digital application to reflect its geographic policies and guide how National Geographic users display the world in maps (e.g. geopolitical units and boundaries, place name conventions and more). * Released several iterations of MapMaker 2.0, a brand new overhaul of the popular MapMaker application used by teachers and students worldwide. The new product makes extensive use of ArcGIS technology available through our strategic partnership with Esri. * Released the first open source app for Earthpulse, part of our partnership with the UN Biodiversity Lab and the Moore Foundation, before spinning out the product to Impact Observatory, founded by NGS Senior Advisor Steven Brumby. * Migrated the GeoBee registration portal in-house from a third party provider. 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.
Form 990, Part III, Line 4c Education Programs, cont. 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 Resource Library features free resources for educators 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 2020, we developed 512 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 2020 we added six 2-4 week 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 2020, the Resource Library served 4,600 pieces of content in 50.3 million pageviews to more than 30 million unique users. National Geographic's Education and Digital teams are collaborating to redesign MapMaker from the ground up. The reimagined MapMaker (2.0) is a new classroom mapping tool designed to effectively convey contextual data, teach geographic concepts and essential 21st-century skills, and keep students engaged, resulting in better learning outcomes. MapMaker 2.0 will ultimately replace its outdated predecessor with updated content and a better user experience. This new tool addresses educator's needs by being easy to use, fitting seamlessly with core student assignment workflows, and allowing users to complete core mapping tasks with little or no individual help. MapMaker 2.0 is powered by content (curated map layers [GIS dataset] and maps [representation of land or sea showing places, features, and/or data) and curricular resources built around the National Geography Standards and United Nations Sustainable Development Goals and housed in the Resource Library. 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 2020, the third full year of operations and sales, 53 maps were sold to 38 schools and school districts reaching approximately 5,300 students. Explorer magazine is a K-5/6 classroom magazine with several issues published 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. In the fall of 2020, Explorer magazine transitioned to an all-digital format and provided free access through the National Geographic website. Each digital magazine issue includes read-aloud-text highlighting, games, embedded videos, animations, and pop-up vocabulary as well as Teacher's guide with lesson plans, blackline masters, and activities for educators. In 2020, Explorer magazine reached (digitally) 230,871 unique users (372,372 total users) which includes students and educators. National Geographic donated 282K copies of Explorer magazine to First Book and Feed the Children in 2020. National Geographic Society offers a series of professional learning courses for educators to help them deepen content knowledge and learn instructional strategies to implement with their learners. Over 25,000 educators and youth enrolled in NGS online courses in 2020. National Geographic Society supports educators through two fellowship programs. The Education Fellowships 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 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. 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. The National Geographic Society global educator community connects preK-12+ formal and informal educators across a variety of channels. Engagement is designed to empower educators to take part in a learning journey that includes professional development opportunities, online courses, and exchanges with National Geographic Explorers. Educators motivate and mentor each other, sharing best teaching practices, resources, opportunities to collaborate, and feedback. 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 for prizes. In the 2019-2020 academic year program, 9,486 schools across the country held a National Geographic GeoBee, engaging 2,466,360 students to learn about the world and how it works. In early 2020, school GeoBee champions were invited to take a qualifying test to advance to the next level of the competition. Up to 100 school winners in each state were identified as "Top 100" students. Due to the COVID-19 pandemic and widespread closure of schools, the state and national levels of the GeoBee were cancelled. State qualifiers were recognized in a virtual event in April 2020 and all participating schools were invited to a May 2020 virtual event featuring GeoBee host Mo Rocca. As part of the program, National Geographic created and distributed school GeoBee packets that included a question booklet, rules, participation certificates, and a school champion medal. The Society also produced two mailings to all state qualifiers that included a t-shirt, lapel pin, ribbon, certificate, and letter. The Society also generated a number of study tools for students, including online quizzes and voice-activated apps.
Form 990, Part III, Line 4c Education Programs In the 2019-2020 school year, the GeoChallenge competition was offered 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. 7,145 young people submitted solutions but due to the COVID-19 pandemic and widespread closure of schools, the state and national levels of the GeoChallenge were cancelled. Regional qualifiers were recognized in a virtual event in April 2020. As part of the program, National Geographic created and electronically distributed toolkits and rules. The Society also produced a mailings to all regional qualifiers that included a t-shirt, certificate, and letter. The Young Explorers grant program recognizes, elevates, and funds young changemakers and leaders, ages 16-25, who are collaboratively leading solutions for a healthier, safer, and more sustainable planet. Through this opportunity, NGS funds these young innovators to scale and expand their initiative, activity, or project, and support them in engaging others to further their work by deepening their efforts locally or expanding to other communities. In 2020, National Geographic funded 46 young leaders from around the globe to scale or expand their initiatives. As part of the program, NG piloted opportunities for training, community-building, elevation, and mentorship. NGS Education Global Delivery Team has been responsible for administering the support for endowment spending as a result of key partnerships in 32 states. Overseeing the implementation and expenditures of the endowment agreements represents the domestic engagements for implementing the NGS/EDU strategy. For 2020, $1.26 million was granted as a part of a release of a Request for Proposal for projects. Thirty-one projects were funded aimed to reach approximately 13,600 educators and approximately 76,000 young people. During 2021, RFAs will be released to support the domestic work as aligned to the NGS/EDU strategies. 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. NGL's products center on the unique stories of Society explorers, grantees, and photographers to engage learners. NGL has spotlighted 380 explorers, grantees, and photographers editorial features since 2011 and at 40 educational events in 2020. In 2020, NGL sold 957,000 units (i.e. est. number of students) domestically with reading, science, social studies, and math core and supplemental materials for the K-12 market. NGL sold nearly 84 million units (i.e. est. number of students) for all ages internationally in 121 countries with English Language Teaching (ELT) products. With National Geographic Society's support and investment, NGL's K-12 division published the AP Human Geography program in August 2020 and sold 9,211 units of the program. Other K-12 programs that launched in 2020 included World History: Voyages of Exploration, American Government, Earth and Space Science, and World of Chemistry. Several ELT products were also published in 2020, including World English 3rd Edition, Reading Explorer 3rd Edition, Grammar in Context 7th Edition, Reach Higher, Explore Our World 2nd Edition and Our World 2nd Edition. The NGS Education team has an opportunity to expand its reach and impact to a global community more intentionally in 2021 and beyond. The Education strategy intends to equip 1 million teachers and 25 million youth through its efforts in becoming the next generation of planetary stewards. Global expansion will begin in Latin America and in specific location due to opportunistic endeavors where there's capacity and local engagement. For example, the Pristine Seas efforts (Oceans also listed below) will support an international community for ocean protection. Additionally, the data suggest Latin America is poised for accelerated and expanded use of NatGeo game-changing tools, resources, and experiences for educators and youth.Using RFPs, RFAs, and other internal mechanisms local partnerships will be initiated for global expansion. The Education team recognizes that teachers are among the many dedicated individuals on the front lines of the COVID-19 pandemic and that they are pioneering new ways of teaching so that students can continue learning. This grant funding opportunities is designed to recognize such efforts by educators. Funding is distributed to individual educators, ranging from $1000 to $8000, to design instructional resources that help educators teach effectively in in-person, online, or hybrid learning environments during the pandemic. The objective is to fund educators and communities most hard hit by the pandemic. Internal reviews have been completed for over 200+ proposals. As of February 8, 2021, 80 proposals have been funded for close to $400K. Quite a bit of diversity is reflected across the proposals ensuring a strong balance of international and domestic grants that have been funded. An additional $400K will be awarded to successful grantees within the coming months. To empower the next generation of ocean stewards and champions in Pristine Seas communities and beyond, we plan to leverage National Geographic's expertise in creating educational tools and experiences that stoke the curiosity of students and community stakeholders. Education will be a new and valuable component of Pristine Seas' work to help increase ownership, demand protection, and ensure sustainability. There are two key components to our education work to launch in 2021: 1) Community education. Supporting communities to empower local leaders, educators, and youth to be active participants in creating and sustaining MPAs. 2) Global education. Using National Geographic's considerable media assets and reach to amplify community voices, share successful practices, and catalyze a youth-led global movement to demand marine protection and create sustainable solutions. In the 2019-20 school year, the GeoChallenge competition was offered 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 4d Misc. Program Services, cont. 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 the Society's 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. 2020 SUSTAINABILITY Beginning in March 2020, the onset of the COVID pandemic in the United States paused a lot of our traditional sustainability activities and caused us to develop new approaches and programs with our core sustainability goals still guiding us. The National Geographic Society remains committed to operating sustainably and expecting those it works with to continually improve their sustainable operations. The Society's headquarters became the first LEED-EB certified buildings (2003 Silver), and, through ongoing tracking and improvement of energy usage, building maintenance, waste diversion, office supply purchases, and renovation activity, the Society has maintained continuous LEED-EB certification, rising from Silver to Gold in 2009. In 2018, the Society received its sixth LEED-EB certification. Remaining the most certified and longest continuously certified existing buildings in the world. Sustainability goals The Society has a Corporate Responsibility Policy (CRP) that it shares with employees, suppliers, vendors, and partners. Our Sustainability Governance Committee (SGC) includes National Geographic Partners and Disney representatives to evaluate, update, and further corporate responsibility policies and goals across both the Society and Partners. The Society also maintains four core company-wide sustainability goals: * to become a carbon neutral organization * 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 for 15 businesses/departments with over 70 data points. 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 are also purchased for non-electrical emissions of Society-owned and leased space and for business travel emissions. Day to day operations are continually evaluated and improved to seek maximum energy efficiency. Our headquarters (and all NGS North American facilities) have been carbon neutral since 2009. 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 and a large recycling area to reduce the need to purchase new office supplies, packaging material, furniture, and more. Reusable dishware and utensils are provided on every floor's NGS and NGP kitchens for employees, tenants and guests to use instead of disposables. Water bottle refill stations are located at all water fountains. 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. Desk side waste bins have been replaced throughout our complex with centralized multi-stream waste centers that include paper recycling, container recycling, and composting. Recycling and upcycling streams include the composting of all food waste and non-recyclable paper products and the re-use or recycling of more than 20 other materials including paper, metals, glass, plastics, electronics, construction materials, used cooking oil, plastic film (shrink wrap/bubble wrap), and disposable masks and gloves. Practicing the wise use of resources In 2020 the joint Sustainability Governance Committee (SGC) with National Geographic Partners oversaw the evaluation of both organization's Corporate Responsibility Policies ahead of updating both in 2021. Through the CRP, 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 re-using waste, process modification, and the awareness and reduction of hazardous materials use. 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. Our cleaning crews use green-e certified cleaning products and low or non-VOC paints 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 in our on-site Cafeteria to all employees, tenants, and guests to promote consumption of delicious, nutritious, yet less resource-intensive foods. 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. 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. Special event badges and parking tags have been changed from plastic to paper. Reusable dishware and utensils in staff kitchens make disposable plastic utensils or paper dishes and cups (which are generally plastic coated) unnecessary. Coffee makers and bottleless water coolers with CO2 in each kitchen allow staff to fill reusable mugs and bottles. Our current coffee service replaced unrecyclable plastic pods and k-cups with compostable filters and multi-use gravity pots. 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 sold in returnable glass containers for a deposit. Bottled water is sold in recyclable metal bottles.
Form 990, Part III, Line 4b Science and Innovation Programs, cont. The Grants Program provided grants across the Society's thematic areas: Ocean, Land, Wildlife, Human History and Culture, and Human Ingenuity. 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. 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 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. National Geographic's Perpetual Planet program, a multiyear partnership with Rolex as part of their Perpetual Planet initiative, seeks to study and illuminate Earth's critical systems - Mountains, Rainforests, The ocean - that provide some of the most basic needs for life on Earth: water, oxygen, a stable climate. These systems, however, are increasingly at risk due to global environmental challenges like climate change. That's why National Geographic and Rolex have partnered to support trailblazing scientific research, expeditions, and solutions to increase our understanding of the threats facing the planet's life support systems and drive action to address them. The partnership supports a series of expeditions to examine the impact of climate and environmental change on the planet's most fragile iconic environments, to document the changes occurring and the implications for people and wildlife. In 2020, the Perpetual Planet team built on and communicated the success of the multi-faceted 2019 National Geographic and Rolex Perpetual Planet Everest Expedition - the most comprehensive single scientific expedition to Everest ever - studying meteorology, geology, glaciology, mapping, and biology. In June 2020, the documentary 'Expedition Everest' aired on National Geographic Channel and has since been uploaded to Disney+ streaming platform. The documentary detailed the difficulties and dangers of executing an international scientific field work expedition at high altitudes. National Geographic Magazine also featured Everest in the July 2020 edition, including several exclusive stories on the expedition both in print and digitally. The magazine also included an exclusive map of the Himalaya river system. In November 2020, the Perpetual Planet and Everest science teams released a special issue of the scientific journal, One Earth, which included 10 articles and scientific findings from the expedition written by Everest team members. The journal findings were widely picked up by international press and resulted in 10.5 million estimated coverage views from over 320+ pieces of coverage. Scientific discoveries from the expedition have also been published in the journals: Weather, Science of the Total Environment, iScience, Bulletin of the American Meteorological Society, and International Journal of Environmental Research in Public Health. In order to bring the Everest interactive experience to students and the public, the Everest expedition will be showcased in the next National Geographic Museum exhibit chronicling the Society's involvement with Mt. Everest over the century. The grand opening of the exhibit has been delayed to 2021 due to COVID-19. To complement the Everest Expedition, the Perpetual Planet team began planning a supplemental expedition to Tupungato Volcano, in the vulnerable South Andes water tower, to replace the highest weather station in the Southern+Western Hemispheres. The Amazon river basin was chosen as the first location for its Rainforest work (delayed by at least one year because of Covid) given the robust network of in-region Explorers, and previous discussions that the NGS Storytelling team had with NGS Fellow and NGP Photographer Tom Peschak. The Perpetual Planet team began engaging with National Geographic Explorers to weave together the story of the Amazon as the first location to fund scientific research and storytelling for the Rainforest program. In late 2020, the Perpetual Planet team developed an RFP and invited 20 NG Explorers to apply. The goal of the Amazon work is to ensure robust science + storytelling, that is 100% Explorer-led to align with the new strategic plan, and to tell the story of the Amazon in a new and different way. Given the global pandemic, the Perpetual Planet team is also seeking out opportunities that may align with programmatic goals in Mountains, Rainforests, the Ocean, and can be executed opportunistically. 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 2020 are: Jenna Jambeck, Meg Lowman, Yannis Papastamatiou, David Guttenfelder, Tierney Thys, Liliana Gutierrez, Federico Pardo, Ami Vitale, Angelo Bernardino, Anita Palmer, Steve Winter, Krithi Karanth, Peg Keiner, Rodrigo Medellin, Beverly Goodman. National Geographic's Exploration Technology Lab uses technology development to build and deploy systems and hardware to empower our network of National Geographic Explorers through access to innovative technologies and tools. In 2020 the Exploration Technology Lab has focused on bringing together Explorers and other subject matter experts to facilitate new ideas and approaches to technology innovation, sourcing and supplying Explorers with bespoke and off the shelf technology, tools and training to accelerate their work, and consulting and advising on technology solutions. Examples include collaboration with Explorers to record and publish new findings around deep-sea habitat, support Explorers through creation of bespoke technology including animal born camera systems that will help to interpret voices and sounds of sperm whales, as well as collaboration around cloud based animal AI hardware and software systems for terrestrial conservation and research. Continued--See Science and Innovation Programs cont. below
Form 990, Part III, Line 4d Misc. Program Services cont. Engaged and healthy workforce Sustainability is part of new employee orientation. All occupants of headquarters' buildings are encouraged to join the Green Team to help improve sustainability in our building operations and offerings to occupants and staff. All employees and tenants are encouraged to actively participate in and create our many, varied sustainability events and initiatives including Earth Week, courtyard sustainability 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 locally through the provision of sidewalk bike racks and being an official pit stop on Bike to Work Day, and for HQ occupants by providing garaged bike racks, a bike room, bike maintenance stands, air pumps, lockers, and showers, as well as employee discounts at bike shops and free membership with bike sharing services. 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 even can benefit from a metro commuting subsidy or bicycle commuter subsidy. Exercise fitness areas are available to all HQ occupants and were recently renovated and expanded. After the pandemic abates we expect to reinstate our rooftop herb garden staffed by National Geographic employees supplying herbs to the Cafeteria, our CSA and farm stand run by a local, sustainable farm, our summer green market featuring local and sustainable businesses, "Swap Meets" for re-homing personal items, and free recycling for 'difficult to recycle' CFLs, batteries, plastic film, and personal electronics. Specific achievements in 2020: *The SGC shared Sustainable Purchasing Guidance with all NGS and NGP staff to further efforts to eliminate waste in purchased products and created activities. *Gave away for re-use several tons of furniture, office supplies, art supplies, and plywood. *Added two more e-bins to collect batteries, media, and cords. And expanded collection of compost/container recycling bins to keep events landfill waste free for guests. *Converted all Museum exhibit lights (e.g. track lighting, down lighting) to LED. *Reduce unnecessary energy use when pandemic shifted most of HQ staff to remote work, turning off unused Cafeteria equipment and turning off monitors, computers and fans left on in sudden departure of tenants and staff. *While the bulk of occupants work from home during COVID, HQ alternated air handler units and minimized run times to maintain just certain areas at our set point of 74 degrees (+- 2 degrees), while maximizing outside air usage to counter COVID transmission. *Expanded glove upcycling program to cover all internal uses - Medical, Archives, Engineering, Cafeteria, Janitorial. Added disposable glove and mask upcycling program to address increased use of PPE necessitated by COVID. *When it became clear our Cafeteria would not reopen soon, donated 1897 pounds of food through FoodRescueUS to end local hunger. *Replaced two compressors with one smaller unit which will use much less energy and only run when needed as opposed to constantly running. *Upgraded outdated elevators while HQ was largely empty due to COVID. New elevators are more efficient and use more efficient controllers and components. *Direct to substrate printer installed - Will allow us to use fully recyclable or compostable base materials and eco-friendly inks - no plastic, no landfill waste, no chemicals. We could print our own non-plastic event badges and parking tags rather than outsourcing that work. We should even manage to reduce the number of man hours per print, with printing direct to substrate requiring just one process/layer versus coordinating the many plastic layers (backing, print base, print, protective coat) of more traditional current print systems. *Installed guard booth which will allow main garage entry to remain closed much more often and reduce effect on internal air control. Will keep the door open just during peak entry/exit times so as to avoid excessive wear and tear on the door operator. 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. They also provide 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, many books and magazines are donated to nonprofit organizations each year.
Form 990, Part III, Line 4b Science & Innovation Programs, cont. The National Geographic Society continues to support the Explorers-in-Residence/At-large 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/At-large'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/At-large for 2020 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. 2020 National Geographic Fellows include: Andrew Brennen, Educator; Ashley Lamb-Sinclair, Educator; Dwayne Reed, Educator; Anita Palmer, Educator; Kim Young, Educator; Bronwyn Agrios, technology; Darlene Cavalier, citizen scientist; Naftali Honig, Wildlife Crime Investigator; Corey Jaskolski, engineer; James Watson, conservation scientist; Matthias Hoffmann-Kuhnt, Biologist; Narumasa Tsutsumida, geographic information scientist; Alok Bhardwaj, engineer; 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; Pete Muller, photojournalist; Ian Urbina, Investigative Reporter; Nirupa Rao, Botanical Illustrator; Lynsey Addario, Photojournalist; Ruddy Roye, documentary photographer; Maya Goded, photographer and documentary filmmaker; Tara Roberts, Storyteller; LaToya Ruby Frazier, visual artist; Ronan Donovan, Conservation Visual Storyteller; Michele Norris, journalist; Steve Boyes, conservation biologist; Katy Croff Bell, archaeological oceanographer; Amielle DeWan, training and capacity building; Chris Golden, ecologist and epidemiologist; Dominique Gonalves, ecologist; Jenna Jambeck, Environmental Engineer; Heather Koldewey, Marine Biologist; Rudi Putra, conservation biologist; Paul Salopek, journalist; Rae Wynn-Grant, carnivore ecologist; Yves Ubelmann, Architect.
Form 990, Part III, Line 2 New program services The Society began a new grant program giving emergency COVID-19 grants to journalists around the world to support their coverage of COVID-19 within their own communities. The Education team also distributed grants to teachers to help design effective ways to teach in online and hybrid learning environments during the COVID-19 pandemic.
Form 990, Part III, Line 3 Significant changes in program services Due to the COVID-19 pandemic, the Society was forced to close its museum and store to the public March 13 to the end of the year.
Form 990, Part III, Line 4d Description of other program services (Expenses $ 6,450 including grants of $ 6,450)(Revenue $ 177,634) In 2020, miscellaneous program activity included an impact investing directive, continuing sustainability initiatives, and a reading room and library open to the public. 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 CEO, 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 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 2020 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 IX, Line 11g Other Fees OTHER PROFESSIONAL FEES - Total Expense: 32444479, Program Service Expense: 31096799, Management and General Expenses: , Fundraising Expenses: 1347680;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances Post-retirement Benefits-FAS 158 - 11473000; Grants cancelled/returned - 448745; misc. adj. - 279;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2020


Additional Data


Software ID: 20011424
Software Version: 2020v4.0
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
2020
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) 2020
Schedule R (Form 990) 2020
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 48,392,206 126,354,130 100 % Yes  
(2) NG UK Ltd

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

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








Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
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 48,392,206 AUDITED FINANCIAL STATEMENTS
(2) NGSP INC

A 1,072,630 AUDITED FINANCIAL STATEMENTS
(3) NG FOUNDATION FOR SCI EX (ASIA)

L 71,688 AUDITED FINANCIAL STATEMENTS
(4) NGSP INC

L 4,511,157 AUDITED FINANCIAL STATEMENTS
(5) NGSP INC

D 23,275,000 AUDITED FINANCIAL STATEMENTS

Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
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) 2020
Schedule R (Form 990) 2020
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) 2020

Additional Data


Software ID: 20011424
Software Version: 2020v4.0