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)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 $ 949,969,748
F Name and address of principal officer:
Jill Tiefenthaler
1145 17TH ST NW
WASHINGTON,DC200364688
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
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  
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
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 21
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 20
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 671
6 Total number of volunteers (estimate if necessary) ............. 6 20
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 150,000
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 150,000
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 74,952,274 91,204,096
9 Program service revenue (Part VIII, line 2g) ......... 4,506,060 3,223,305
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 63,617,377 119,703,101
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 14,484,735 17,850,666
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 157,560,446 231,981,168
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 29,687,875 34,870,546
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) 69,879,911 79,671,000
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 4,104,880 5,453,356
b Total fundraising expenses (Part IX, column (D), line 25) 9,113,237    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 85,248,479 92,742,335
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 188,921,145 212,737,237
19 Revenue less expenses. Subtract line 18 from line 12....... -31,360,699 19,243,931
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,790,673,716 1,872,730,796
21 Total liabilities (Part X, line 26)............. 322,857,288 320,191,109
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,467,816,428 1,552,539,687
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
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



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 (2023)
Form 990 (2023)
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 $ 74,122,532 including grants of $ 6,669,529 ) (Revenue $ 2,447,582 )
STORYTELLING AND OUTREACH The Storytelling team 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. Storytelling and Outreach program descriptions continued on Sch. O.
4b (Code:   ) (Expenses $ 66,034,452 including grants of $ 25,430,237 ) (Revenue $ 331,910 )
Science & Innovation The Science & Innovation team oversees the Society's grantmaking efforts in science, conservation and technology, develops and manages major programs, and establishes programmatic partnerships with like-minded non-governmental organizations (NGOs). Science & Innovation Program descriptions continued on Sch. O
4c (Code:   ) (Expenses $ 21,263,963 including grants of $ 2,770,780 ) (Revenue $ 346,479 )
NATIONAL GEOGRAPHIC EDUCATION PROGRAMS National Geographic's Education division amplifies and extends the work of Explorers into classrooms, communities, and with young people to illuminate and protect the wonder of our world. We work to build an Explorer mindset - the attitudes, skills, and knowledge that NGS Explorers use to find solutions to the world's most challenging problems - by designing learning resources and other solutions, live interactions with Explorers, and Explorer-focused experiences that support Explorers' impact. We build strategic and impact partnerships, GIS modules, education-focused grants, and support research, knowledge creation, and skill development to diverse audiences. Continued on Sch. O Education Program Descriptions
(Code:   ) (Expenses $ 0 including grants of $ 0 ) (Revenue $ 97,334 )
In 2023, miscellaneous program activity included a continuing sustainability initiative and impact investing. Continued on Sch. O Other Miscellaneous Programs.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $ 97,334 )
4e Total program service expenses161,420,947
Form 990 (2023)
Form 990 (2023)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
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
List of Attached Documents:
// Content
.........
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 Rev. Proc. 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
List of Attached Documents:
// Content
..............
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
List of Attached Documents:
// Content
......
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
List of Attached Documents:
// Content
...................
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2023)
Form 990 (2023)
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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 the 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 line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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 on 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
470
b
Enter the number of Forms W-2G included on 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 (2023)
Form 990 (2023)
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
671
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
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: BE
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 the instructions and file Form 4720, Schedule N.
15
Yes
 
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
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2023)
Form 990 (2023)
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
21
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
20
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 on 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 on 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 on 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 filed
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 (1024 or 1024-A, if applicable), 990, and 990-T (section 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:
Darien Wright1145 17TH ST NW   WASHINGTON,DC200364688 (202) 807-7000
Form 990 (2023)
Form 990 (2023)
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 the 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, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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 the 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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) Jill Tiefenthaler
 
CEO
45.0
.................
 
X   X       1,351,593 0 26,408
(2) Afsaneh Beschloss
 
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) Claudia Madrazo
 
Trustee
4.0
.................
 
X           0 0 0
(8) Deborah Lehr
 
Trustee
4.0
.................
 
X           0 0 0
(9) Dina Powell McCormick
 
Trustee
4.0
.................
 
X           0 0 0
(10) ELLEN R STOFAN
 
TRUSTEE
4.0
.................
 
X           0 0 0
(11) FREDERICK J RYAN JR
 
TRUSTEE
4.0
.................
 
X           0 0 0
(12) GEORGE MUNOZ
 
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) Mark Moore
 
Trustee
4.0
.................
 
X           0 0 0
Form 990 (2023)
Form 990 (2023)
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) Nancy Pfund
 
Trustee
4.0
.......................  
X           0 0 0
(19) Paula Kahumbu
 
Trustee
4.0
.......................  
X           0 0 0
(20) RAJIV SHAH
 
TRUSTEE
4.0
.......................  
X           0 0 0
(21) Strive Masiyiwa
 
TRUSTEE
4.0
.......................  
X           0 0 0
(22) MICHAEL ULICA
 
PRESIDENT/COO/TREASURER
45.0
.......................  
    X       832,955 0 663,501
(23) Robert Young
 
CFO
45.0
.......................  
    X       403,421 0 118,379
(24) Sumeet Seam
 
Chief Legal Officer
45.0
.......................  
    X       567,735 0 25,169
(25) Crystal Brown
 
Chief Communications Officer
45.0
.......................  
      X     573,984 0 3,159
(26) Deborah Grayson
 
Chief Education Officer
45.0
.......................  
      X     396,083 0 9,817
(27) Ian Miller
 
Chief Science & Innovation Officer
45.0
.......................  
      X     526,180 0 18,753
(28) Jason Southern
 
Chief Technology Officer
45.0
.......................  
      X     368,518 0 24,193
(29) Kara Ramirez Mullins
 
Chief Advancement Officer
45.0
.......................  
      X     602,736 0 24,076
(30) Kim Waldron
 
Chief of Staff & Program Alignment
45.0
.......................  
      X     402,023 0 18,121
(31) Mara Dell
 
Chief Human Resources Officer
45.0
.......................  
      X     458,525 0 14,530
(32) Shannon Bartlett
 
Chief Diversity, Equity, & Inclusion Officer
45.0
.......................  
      X     323,620 0 23,979
(33) Alex Moen
 
Chief Explorer & Engagement Officer
45.0
.......................  
        X   374,095 0 25,632
(34) Enric Sala
 
Explorer in Residence
45.0
.......................  
        X   428,809 0 10,422
(35) John Coombe
 
Director, Investments
45.0
.......................  
        X   352,648 0 2,255
(36) Kaitlin Yarnall
 
Chief Storytelling Officer & SVP
45.0
.......................  
        X   380,434 0 25,708
(37) Kristi Craig
 
Chief Investment Officer
45.0
.......................  
        X   956,383 0 24,918
(38) FRANK BORMAN
 
TRUSTEE EMERITUS
 
.......................  
          X 11,917 0 0
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 9,311,659 0 1,059,020
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 213
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
HITT Contracting Inc

2900 Fairview Park Dr
Falls Church,VA22042
CONSTRUCTION 26,752,379
HBP Inc

952 Frederick St
Hagerstown,MD21740
FUNDRAISING 5,896,135
Digital Velocity Partners LLC

10 Glebe Place
London   SW35LB
AE
IT SERVICES/CONSULTING 3,734,683
Hickok Cole Architects Inc

301 N St NE
Suite 300
Washington,DC20002
ARCHITECTURE 3,392,344
The Wild Bird Trust

20 Loch Ave
Parktown   2193
SF
WILDLIFE CONSERVATION MANAGEMENT 3,023,596
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 172
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 148,519
f All other contributions, gifts, grants, and similar amounts not included above1f 91,055,577
g Noncash contributions included in lines 1a - 1f:$ 1g 5,493,656
h Total. Add lines 1a-1f....... 91,204,096
 Program Service RevenueAmt Business Code
2a Storytelling & Outreach 900004 2,447,582 2,447,582    
b Education 900004 346,479 346,479    
c Science & Innovation 900004 331,910 331,910    
d Other misc. programs 900004 97,334 97,334    
e
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f ..... 3,223,305
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 39,504,672   150,000 39,354,672
4 Income from investment of tax-exempt bond proceeds        
5 Royalties........... 24,295,686     24,295,686
(i) Real (ii) Personal
6a Gross rents 6a 19,874,976  
b Less: rental expenses 6b 26,319,996  
c Rental income or (loss) 6c -6,445,020 0
d Net rental income or (loss)....... -6,445,020     -6,445,020
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 771,867,013  
b Less: cost or other basis and sales expenses 7b 691,668,584  
c Gain or (loss) 7c 80,198,429 0
d Net gain or (loss)......... 80,198,429     80,198,429
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..      
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..        
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..        
 OtherRevenueMiscAmt
Business Code
11a            
b            
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... 0
12 Total revenue. See instructions..... 231,981,168 3,223,305 150,000 137,403,767
Form 990 (2023)
Form 990 (2023)
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 .... 8,218,299 8,218,299
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 6,249,013 6,249,013
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 20,403,234 20,403,234
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 7,160,010 5,351,742 1,678,227 130,041
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........ 56,862,729 42,501,983 13,327,995 1,032,751
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 2,161,783 1,615,822 506,698 39,263
9 Other employee benefits ....... 8,474,684 6,334,393 1,986,372 153,919
10 Payroll taxes ........... 5,011,794 3,746,060 1,174,709 91,025
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 795,675 615,609 125,508 54,558
c Accounting ........... 474,554   474,554  
d Lobbying ........... 4,467 4,467    
e Professional fundraising services. See Part IV, line 17 5,453,356 5,453,356
f Investment management fees ...... 6,238,338 4,739,889 1,236,439 262,010
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 0 0 0 0
12 Advertising and promotion ....        
13 Office expenses ....... 1,665,197 1,288,354 262,664 114,179
14 Information technology ...... 2,199,195 1,927,811 189,158 82,226
15 Royalties ..        
16 Occupancy ........... 5,333,060 904,000 4,328,060 101,000
17 Travel ............ 8,202,128 6,718,100 494,676 989,352
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 262,088 202,776 41,341 17,971
20 Interest ........... 5,069,459 3,922,213 799,644 347,602
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 5,254,000 776,000 4,411,000 67,000
23 Insurance ... 1,591,302 1,231,182 251,008 109,112
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 Programming and Marketing Costs 15,465,000 10,458,000 5,007,000 0
b Professional Fees 40,120,000 34,212,000 5,908,000 0
c Other 67,872     67,872
d
e All other expenses 0 0 0 0
25 Total functional expenses. Add lines 1 through 24e 212,737,237 161,420,947 42,203,053 9,113,237
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 if following SOP 98-2 (ASC 958-720). 14,940,114 6,884,142 5,799,760 2,256,212
Form 990 (2023)
Form 990 (2023)
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 ........ 74,546,829 1 74,435,917
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ...... 32,384,454 3 60,222,514
4 Accounts receivable, net ............. 10,244,615 4 9,200,692
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 ........... 17,795,000 7 14,870,000
8 Inventories for sale or use ............ 162,929 8 36,985
9 Prepaid expenses and deferred charges ...... 7,501,225 9 7,234,931
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 215,454,529
b Less: accumulated depreciation 10b 94,895,354 89,074,632 10c 120,559,175
11 Investments—publicly traded securities . 518,927,000 11 470,438,000
12 Investments—other securities. See Part IV, line 11 ..... 1,030,479,540 12 1,105,656,215
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 9,557,492 15 10,076,367
16 Total assets. Add lines 1 through 15 (must equal line 33)... 1,790,673,716 16 1,872,730,796
Liabilities 17 Accounts payable and accrued expenses ..... 25,248,074 17 26,759,198
18 Grants payable ... 3,923,580 18 4,325,331
19 Deferred revenue ......... 2,473,511 19 2,033,848
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 .. 250,000,000 24 250,000,000
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 41,212,123 25 37,072,732
26 Total liabilities. Add lines 17 through 25.. 322,857,288 26 320,191,109
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 1,258,742,419 27 1,310,796,869
28 Net assets with donor restrictions ........... 209,074,009 28 241,742,818
Organizations that do not follow FASB ASC 958, check here right arrow 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 ........... 1,467,816,428 32 1,552,539,687
33 Total liabilities and net assets/fund balances ........ 1,790,673,716 33 1,872,730,796
Form 990 (2023)
Form 990 (2023)
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
231,981,168
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
212,737,237
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
19,243,931
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
1,467,816,428
5
Net unrealized gains (losses) on investments ...............
5
62,040,572
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
3,438,756
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
1,552,539,687
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 on
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 Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
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 (2023)
Form 990 (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v5.0
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

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
2023
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
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:
10
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
11
12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
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) 2023

Schedule A (Form 990) 2023
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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 33,502,124 20,599,591 52,344,649 74,952,274 91,204,096 272,602,734
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 33,502,124 20,599,591 52,344,649 74,952,274 91,204,096 272,602,734
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) .. 16,587,635
6 Public support. Subtract line 5 from line 4. 256,015,099
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
7 Amounts from line 4.. 33,502,124 20,599,591 52,344,649 74,952,274 91,204,096 272,602,734
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 87,112,402 79,279,835 96,292,362 98,188,558 115,588,486 476,461,643
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 0 0 0 0   0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 0 0 0 0 0 0
11 Total support. Add lines 7 through 10 749,064,377
12
12
27,642,914
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
34.18 %
15
15
31.80 %
16a
33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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) 2023

Schedule A (Form 990) 2023
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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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 on 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
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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
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) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
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 on 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 on 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) 2023

Schedule A (Form 990) 2023
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 on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on 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 on 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) 2023

Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
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
Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
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 2023 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-2023
(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2023:
a From 2018.......  
b From 2019.......  
c From 2020.......  
d From 2021.......  
e From 2022.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2023 distributable amount  
i Carryover from 2018 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2023 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2023 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2023, 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 2023. 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 2024. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2019.....  
b Excess from 2020.....  
c Excess from 2021.....  
d Excess from 2022.....  
e Excess from 2023.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
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 (Form 990) 2023


Additional Data


Software ID: 23017437
Software Version: 2023v5.0
Schedule B
(Form 990)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v5.0
SCHEDULE C
(Form 990)

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

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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 ....................................................................right arrow
$  
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 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
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 ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

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

$  
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.
Cat. No. 50084S
Schedule C (Form 990) 2022

Schedule C (Form 990) 2022
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 right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
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) 2019 (b) 2020 (c) 2021 (d) 2022 (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) 2022


Schedule C (Form 990) 2022
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)? ........
Yes
 
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? .......................
Yes
 
4,467
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
 
No
 
j
Total. Add lines 1c through 1i ....................................................................................................
4,467
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 Enric Sala, Society Explorer in residence, met with Dominica government officials to encourage them to create a Sperm Whale Reserve in Dominica.
Schedule C (Form 990) 2022


Additional Data


Software ID: 23017437
Software Version: 2023v5.0

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow 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.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
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 July 25, 2006, 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 right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
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
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
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 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
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 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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 .... 282,764,247 323,517,320 292,684,914 270,689,255 239,870,015
b Contributions ... 40,038,471 3,324,953 149,936 175,987 0
c Net investment earnings, gains, and losses 31,442,580 -34,599,093 39,381,597 33,664,353 42,908,132
d Grants or scholarships ... 8,027,557 8,158,560 7,715,115 7,970,409 4,964,476
e Other expenditures for facilities
and programs ...
1,505,815 954,674 878,588 1,300,173 912,042
f Administrative expenses .... 332,988 365,699 105,424 2,574,099 6,212,374
g End of year balance ...... 344,378,938 282,764,247 323,517,320 292,684,914 270,689,255
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow56.14 %
b
Permanent endowment right arrow22.8 %
c
Term endowment right arrow21.06 %
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 ....   134,729,753 86,248,990 48,480,763
c Leasehold improvements   1,268,000 1,268,000 0
d Equipment ....   9,099,005 7,070,099 2,028,906
e Other .....   67,451,475 308,265 67,143,210
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 120,559,175
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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........ 353,695,000 F
(3) Other
(A) HEDGE FUNDS
405,291,000 F

(B) REAL EST.INVEST.TRUSTS
267,000 F

(C) MONEY MARKET FUNDS
158,032,000 F

(D) 100% SUB NGSP, Inc.
0 C

(E) INVESTMENT - DEFERRED COMPENSATION
1,475,065 F

(F) MORTGAGE-BACKED SECURITIES
429,000 F

(G) FIXED-INCOME OBLIGATIONS
185,334,000 F

(H) COMMODITIES
0 F

(I) Other Direct Investments
1,133,150 C
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow 1,105,656,215
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow  
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  
PENSION/POSTRETIREMENT BENEFITS 13,548,205
CHARITABLE GIFT ANNUITIES 9,896,761
DEFERRED COMPENSATION 1,475,066
TRUSTEE EMERITUS PAYABLE 0
Due to Affiliate 9,886
Refundable advances 12,142,814
OTHER 0


Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 37,072,732
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) 2022

Schedule D (Form 990) 2022
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 programs for Big Cats. Foundation Funds--to be used to support geography education.
Schedule D (Form 990) 2022


Additional Data


Software ID: 23017437
Software Version: 2023v5.0




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
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 3,423,908
East Asia and the Pacific 1 2 Program Services Royalties, fees for service 1,327,363
Europe (Including Iceland and Greenland) 0 3 Program Services Royalties, fees for service 5,945,938
Middle East and North Africa 0 0 Program Services Royalties, fees for service 193,909
North America (Canada & Mexico only) 0 1 Program Services Royalties, fees for service 5,588,960
Russia and Neighboring States 0 0 Program Services Royalties, fees for service 1,317
South America 0 1 Program Services Royalties, fees for service 3,359,094
South Asia 0 0 Program Services Royalties, fees for service 73,858
Sub-Saharan Africa 0 1 Program Services Royalties, fees for service 7,329,006
Central America and the Caribbean 0 0 Grantmaking   193,087
East Asia and the Pacific 0 0 Grantmaking   1,268,065
Europe (Including Iceland and Greenland) 0 0 Grantmaking   3,722,773
Middle East and North Africa 0 0 Grantmaking   363,299
North America (Canada & Mexico only) 0 0 Grantmaking   2,340,059
Russia and Neighboring States 0 0 Grantmaking   59,745
South America 0 0 Grantmaking   2,987,184
South Asia 0 0 Grantmaking   265,300
Sub-Saharan Africa 0 0 Grantmaking   9,203,722
East Asia and the Pacific 0 0 Investments   115,459,516
Europe (Including Iceland and Greenland) 0 0 Investments   236,353,300
North America (Canada & Mexico only) 0 0 Investments   31,129,416
South America 0 0 Investments   18,373,395
Central America and the Caribbean 0 0 Investments   607,751
Middle East and North Africa 0 0 Investments   1,218,992
Russia and Neighboring States 0 0 Investments   34,700
South Asia 0 0 Investments   20,402,509
Sub-Saharan Africa 0 0 Investments   2,992,916
3a Sub-total .... 1 8 38,177,565
b Total from continuation sheets to Part I ... 0 0 436,041,517
c Totals (add lines 3a and 3b) 1 8 474,219,082
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
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 Wildlife conservation 250,000 WIRE      
South America Research Grant 20,000 WIRE      
Europe (Including Iceland and Greenland) Perpetual Planet - Oceans 267,000 WIRE      
North America (Canada & Mexico only) Perpetual Planet - Oceans 745,280 WIRE      
South America Ocean Conservation 50,000 WIRE      
Europe (Including Iceland and Greenland) Ocean Conservation 19,637 WIRE      
East Asia and the Pacific Citizen Science 5,000 WIRE      
Sub-Saharan Africa Wayfinder Awards 112,000 WIRE      
Sub-Saharan Africa Ocean Conservation 13,000 WIRE      
South America The Climate Pledge 100,000 WIRE      
Europe (Including Iceland and Greenland) Research Grant 100,000 WIRE      
Europe (Including Iceland and Greenland) Explorers At Large 200,000 WIRE      
North America (Canada & Mexico only) Ocean Conservation 80,000 WIRE      
South America Young Explorers 10,000 WIRE      
South America Ocean Conservation 245,412 WIRE      
South America Ocean Conservation 8,532 WIRE      
South America Ocean Conservation 120,000 WIRE      
Europe (Including Iceland and Greenland) Ocean Conservation 19,996 WIRE      
South America Wildlife conservation 498,887 WIRE      
South America Ocean Conservation 120,000 WIRE      
Sub-Saharan Africa Research Grant 9,971 WIRE      
Europe (Including Iceland and Greenland) Storytelling grant 325,800 WIRE      
South America Archaeology 694,563 WIRE      
East Asia and the Pacific Research Grant 99,000 WIRE      
South America Ocean Conservation 60,000 WIRE      
South America Sponsorship 15,000 WIRE      
East Asia and the Pacific Ocean Exploration Trust 20,000 WIRE      
Sub-Saharan Africa Archaeology 143,902 WIRE      
North America (Canada & Mexico only) Wayfinder Awards 100,000 WIRE      
Europe (Including Iceland and Greenland) The Climate Pledge 26,895 WIRE      
East Asia and the Pacific Ocean Conservation 14,955 WIRE      
Sub-Saharan Africa Wildlife conservation 1,476,234 WIRE      
Russia and Neighboring States Research Grant 19,745 WIRE      
Sub-Saharan Africa Research Grant 99,590 WIRE      
North America (Canada & Mexico only) Sponsorship 37,065 WIRE      
North America (Canada & Mexico only) Sponsorship 135,815 WIRE      
Sub-Saharan Africa Wildlife conservation 1,203,038 WIRE      
South Asia NGS Awards 20,000 WIRE      
Europe (Including Iceland and Greenland) The Climate Pledge 100,000 WIRE      
Sub-Saharan Africa Research Grant 19,119 WIRE      
Middle East and North Africa Ocean Conservation 87,500 WIRE      
East Asia and the Pacific Ocean Conservation 180,000 WIRE      
Sub-Saharan Africa Wildlife conservation 500,000 WIRE      
Sub-Saharan Africa Okavango Wilderness Project 2,774,000 WIRE      
Europe (Including Iceland and Greenland) Meridian Funding 150,000 WIRE      
Sub-Saharan Africa Ocean Conservation 80,000 WIRE      
East Asia and the Pacific Ocean Conservation 20,000 WIRE      
East Asia and the Pacific Ocean Conservation 19,911 WIRE      
South America Ocean Conservation 110,000 WIRE      
Europe (Including Iceland and Greenland) World Freshwater Initiative 550,631 WIRE      
Europe (Including Iceland and Greenland) Wayfinder Awards 99,000 WIRE      
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
51
3 Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023Page 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)
Grant Central America and the Caribbean 4 193,087 WIRE      
Grant East Asia and the Pacific 26 909,199 WIRE      
Grant Europe (Including Iceland and Greenland) 36 1,863,815 WIRE      
Grant Middle East and North Africa 6 275,799 WIRE      
Grant North America (Canada & Mexico only) 18 1,241,899 WIRE      
Grant Russia and Neighboring States 2 40,000 WIRE      
Grant South America 24 934,790 WIRE      
Grant South Asia 8 245,300 WIRE      
Grant Sub-Saharan Africa 36 2,522,867 WIRE      
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
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) 2023
Schedule F (Form 990) 2023
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 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual; SOUTH ASIA-Accrual; SUB-SAHARAN AFRICA-Accrual
Schedule F, Part III Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN -Accrual EAST ASIA AND THE PACIFIC -Accrual EUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual MIDDLE EAST AND NORTH AFRICA -Accrual NORTH AMERICA (CANADA & MEXICO ONLY) -Accrual RUSSIA AND NEIGHBORING STATES -Accrual SOUTH AMERICA -Accrual SOUTH ASIA -Accrual SUB-SAHARAN AFRICA -Accrual
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2023
Additional Data


Software ID: 23017437
Software Version: 2023v5.0



SCHEDULE G (Form 990)
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
2023
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
 
SJ Consulting LLC
14 Alligator Cove
 
Santa Rosa Beach, FL32459
Fundraising Consultant   No 30,981 23,600 7,381
 
HBP Marketing LLC
PO Box 735880
 
Chicago, IL606735438
Fundraising Consultant   No 7,508,957 4,023,856 3,485,101
 
The Production Management Group LTD
7160 Columbia Gateway Dr
 
Columbia, MD21046
Fundraising Consultant   No 553,213 195,094 358,119
 
LAKE GROUP MEDIA INC
PO Box 22106
 
New York, NY100872106
FUNDRAISING CONSULTANT   No 79,055 65,932 13,123
 
Community Counseling Service CO LLC
PO Box 824885
 
Philadelphia, PA191824485
Fundraising Consultant   No 76,612,902 699,823 75,913,079
 
Data Axle Inc
PO Box 959819
 
St Louis, MO63195
Fundraising Consultant   No 474,158 395,451 78,707
 
DCG One
PO Box 3905
 
Seattle, WA98124
Fundraising Consultant   No 1,267,900 38,100 1,229,800
 
Digilant Inc
177 Huntington Ave
 
Boston, MA02115
Fundraising consultant   No 39,513 11,500 28,013
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow 86,566,679 5,453,356 81,113,323
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) 2023
Schedule G (Form 990) 2023
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? . . . . . . . .
YesNo
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
YesNo
b
If "Yes," explain:
 
Schedule G (Form 990) 2023
Schedule G (Form 990) 2023
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
YesNo
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? . . . . . . . . . . . . . . . . .
YesNo
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 SJ CONSULTING LLC-DIGITAL MARKETING CONSULTANT;HBP MARKETING LLC-NGS REIMBURSED VENDOR AN ADDITIONAL $2,218,629 FOR PAPER, POSTAGE, AND MAILSHOP SERVICES;THE PRODUCTION MANAGEMENT GROUP LTD-PAPER, POSTAGE, AND MAILSHOP SERVICES;LAKE GROUP MEDIA INC.-MAILING LIST SERVICES;COMMUNITY COUNSELING SERVICE CO., LLC-CAMPAIGN CONSULTING, STRATEGY;DATA AXLE INC-MAILING LIST SERVICES;DCG ONE-PAPER, MAILSHOP SERVICES;DIGILANT INC-PAID AD SUPPORT;
Schedule G (Form 990) 2023
Additional Data


Software ID: 23017437
Software Version: 2023v5.0

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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
2023
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) Alaska Whale Foundation

 
 
91-1712495 501(C)(3) 99,898       Research Grant
(2) Alex Morgan Foundation

 
 
26-4245043 501(C)(3) 15,000       Education Grant
(3) Appalachian State University

 
 
56-1176030 501(C)(3) 222,100       Perpetual Planet-Mountains Expedition
(4) Archaeology in the Community

 
 
30-0538831 501(C)(3) 218,827       Education Grant
(5) Aurora Lights

 
 
54-1942427 501(C)(3) 29,500       Education Grant
(6) Blue Grass Community Foundation

 
 
61-6053466 501(C)(3) 207,977       Azimuth Grant
(7) Chesapeake Bay Foundation

 
 
52-6065757 501(C)(3) 116,000       Education Grant
(8) Children's Environmental Literacy Foundation

 
 
36-4540146 501(C)(3) 61,269       Education Grant
(9) Conservation Through Public Health

 
 
37-1455761 501(C)(3) 342,454       Research Grant
(10) Consortium of Okla Geographers

 
 
73-1310147 501(C)(3) 54,642       Education Grant
(11) Critical Ecology Lab

 
 
94-2524840 501(C)(3) 100,000       Wayfinder Award
(12) Denver Museum of Nature & Science

 
 
84-0518447 501(C)(3) 100,000       Research Grant
(13) Claremont McKenna College

 
 
95-1664101 501(C)(3) 7,100       Ocean Conservation
(14) Conservation X Labs Inc

 
 
47-4066524 501(C)(3) 131,000       Wildlife Conservation
(15) CSU Bakersfield Auxiliary for Sponsored Programs Administration

 
 
32-0291662 501(C)(3) 52,799       Education Grant
(16) Dakota Science Center

 
 
45-0431027 501(C)(3) 39,640       Education Grant
(17) Earth Charter Indiana Inc

 
 
16-1673591 501(C)(3) 25,000       Education Grant
(18) Global Fishing Watch

 
 
81-5461345 501(C)(3) 175,000       Pristine Seas
(19) Hamilton County EducSrvCtr

 
 
31-0967612 501(C)(3) 39,402       Education Grant
(20) Explorer Mindset Inc

 
 
83-2724634 501(C)(3) 5,391       Education Grant
(21) Fort Hays State University

 
 
48-1210777 501(C)(3) 41,000       Education Grant
(22) Friends of the NC State Museum of Natural Sciences

 
 
56-1240806 501(C)(3) 99,996       Research Grant
(23) Massachusetts Institute of Technology

 
 
04-2103594 501(C)(3) 20,000       EXTECH Conservation
(24) Girl Scout Council of the Nations Capital

 
 
54-0732966 501(C)(3) 68,848       Education Grant
(25) Girl Scouts of Colorado

 
 
84-0410630 501(C)(3) 50,000       Education Grant
(26) Great Plains Conservation Foundation

 
 
45-5494919 501(C)(3) 200,000       Wildlife Conservation
(27) Groovy Girl Media LLC

 
 
85-2147954   200,000       Research Grant
(28) Nebraska Children and Families Foundation

 
 
91-1829974 501(C)(3) 40,000       Education Grant
(29) Joy Trip Project LLC

 
 
87-2716875   100,000       Research Grant
(30) Looking For Satyrus LLC

 
 
88-1946908 501(C)(3) 379,098       Wildlife Conservation
(31) Lukas Inc

 
 
47-4261554 501(C)(3) 100,000       Climate Pledge
(32) Lyne LLC

 
 
03-0359407 501(C)(3) 22,804       Ocean Conservation
(33) Ocean Discovery League Inc

 
 
84-1827384 501(C)(3) 175,000       Ocean Conservation
(34) Photographers Without Borders

 
 
20-5480911 501(C)(3) 37,850       Education Grant
(35) Ramsey Research Foundation

 
 
85-1969466 501(C)(3) 98,895       Wayfinder Award
(36) Rozalia Project Inc

 
 
27-2274099 501(C)(3) 20,000       Ocean Conservation
(37) Society of Black Archaeologists

 
 
83-1662591 501(C)(3) 99,313       Wayfinder Award
(38) Southern Connecticut State University

 
 
06-1363115 501(C)(3) 20,000       Research Grant
(39) SR3 SeaLife

 
 
45-1491069 501(C)(3) 35,000       Research Grant
(40) Tennessee Geographic Alliance Inc

 
 
62-1291403 501(C)(3) 49,500       Education Grant
(41) Strong TIES

 
 
47-3868079 501(C)(3) 14,345       Education Grant
(42) The Florida International University

 
 
65-0177616 501(C)(3) 29,676       Ocean Conservation
(43) Texas A&M University

 
 
74-6001530 501(C)(3) 54,113       Education Grant
(44) Texas State University

 
 
74-6002248 501(C)(3) 54,734       Education Grant
(45) The Institute for Regional Conservation

 
 
74-2336458 501(C)(3) 350,000       Photo Ark
(46) Regents Of The University Of California

 
 
94-6036494 501(C)(3) 124,811       External Project Funding
(47) The International Snow Leopard Trust

 
 
91-1144119 501(C)(3) 299,355       Wildlife Conservation
(48) The Peregrine Fund Inc

 
 
23-1969973 501(C)(3) 430,212       Wildlife Conservation
(49) The Regents Of The University Of California UC San Diego

 
 
95-6006144 501(C)(3) 106,934       Ocean Conservation
(50) The Trustees of Columbia University in the City of New York

 
 
13-5598093 501(C)(3) 19,841       Perpetual Planet-Rainforest
(51) trubel&co

 
 
88-3957547 501(C)(3) 20,000       Research Grant
(52) University of Hawaii Foundation

 
 
99-0085260 501(C)(3) 214,707       Pristine Seas
(53) University of Mississippi

 
 
64-6001159 501(C)(3) 115,343       Education Grant
(54) Trustees of Dartmouth College

 
 
02-0222111 501(C)(3) 276,575       Wildlife Conservation
(55) Two Wolves Films LLC

 
 
88-4372020   565,000       Storytelling Grant
(56) Walter Anderson Museum of Art

 
 
51-0173731 501(C)(3) 113,164       Education Grant
(57) Wildaid Inc

 
 
20-3644441 501(C)(3) 120,000       Research Grant
(58) Wildlife Conservation Network

 
 
30-0108469 501(C)(3) 207,000       Azimuth Grant
(59) University Of California Santa Barbara

 
 
95-6006145 501(C)(3) 530,844       Ocean Conservation
(60) University of Florida

 
 
59-6002052 501(C)(3) 19,949       Research Grant
(61) University of New Mexico

 
 
85-6000642 501(C)(3) 99,999       Research Grant
(62) Western Carolina University

 
 
56-6001440 501(C)(3) 26,394       Perpetual Planet-Mountains Expedition
(63) World Food Prize Foundation

 
 
42-1356715 501(C)(3) 75,000       Education Grant
(64) Zambian Carnivore Programme

 
 
46-5506153 501(C)(3) 450,000       Wildlife Conservation
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
61
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
3
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2023

Schedule I (Form 990) 2023
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) GRANTS 86 6,249,013      
(1)
(2)
(3)
(4)
(5)
(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) 2023



Additional Data


Software ID: 23017437
Software Version: 2023v5.0


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
NATIONAL GEOGRAPHIC SOCIETY
 
Employer identification number

53-0193519
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
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, 1099-MISC compensation, and/or 1099-NEC (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
1Jill Tiefenthaler
 
CEO
(i)

(ii)
1,009,927
-------------
0
334,184
-------------
0
7,482
-------------
0
0
-------------
0
26,408
-------------
0
1,378,001
-------------
0
0
-------------
0
2MICHAEL ULICA
 
PRESIDENT/COO/TREASURER
(i)

(ii)
639,092
-------------
0
184,050
-------------
0
9,813
-------------
0
644,175
-------------
0
19,326
-------------
0
1,496,456
-------------
0
0
-------------
0
3Robert Young
 
CFO
(i)

(ii)
138,171
-------------
0
0
-------------
0
265,250
-------------
0
109,669
-------------
0
8,710
-------------
0
521,800
-------------
0
0
-------------
0
4Sumeet Seam
 
Chief Legal Officer
(i)

(ii)
564,763
-------------
0
1,000
-------------
0
1,972
-------------
0
0
-------------
0
25,169
-------------
0
592,904
-------------
0
0
-------------
0
5Jason Southern
 
Chief Technology Officer
(i)

(ii)
366,583
-------------
0
0
-------------
0
1,935
-------------
0
0
-------------
0
24,193
-------------
0
392,711
-------------
0
0
-------------
0
6Kara Ramirez Mullins
 
Chief Advancement Officer
(i)

(ii)
600,645
-------------
0
0
-------------
0
2,091
-------------
0
0
-------------
0
24,076
-------------
0
626,812
-------------
0
0
-------------
0
7Mara Dell
 
Chief Human Resources Officer
(i)

(ii)
454,102
-------------
0
0
-------------
0
4,423
-------------
0
0
-------------
0
14,530
-------------
0
473,055
-------------
0
0
-------------
0
8Crystal Brown
 
Chief Communications Officer
(i)

(ii)
570,961
-------------
0
0
-------------
0
3,023
-------------
0
0
-------------
0
3,159
-------------
0
577,143
-------------
0
0
-------------
0
9Shannon Bartlett
 
Chief Diversity, Equity, & Inclusion Officer
(i)

(ii)
322,514
-------------
0
0
-------------
0
1,106
-------------
0
0
-------------
0
23,979
-------------
0
347,599
-------------
0
0
-------------
0
10Ian Miller
 
Chief Science & Innovation Officer
(i)

(ii)
524,367
-------------
0
0
-------------
0
1,813
-------------
0
0
-------------
0
18,753
-------------
0
544,933
-------------
0
0
-------------
0
11Kim Waldron
 
Chief of Staff & Program Alignment
(i)

(ii)
396,067
-------------
0
0
-------------
0
5,956
-------------
0
0
-------------
0
18,121
-------------
0
420,144
-------------
0
0
-------------
0
12Deborah Grayson
 
Chief Education Officer
(i)

(ii)
392,251
-------------
0
0
-------------
0
3,832
-------------
0
0
-------------
0
9,817
-------------
0
405,900
-------------
0
0
-------------
0
13Alex Moen
 
Chief Explorer & Engagement Officer
(i)

(ii)
370,452
-------------
0
0
-------------
0
3,643
-------------
0
0
-------------
0
25,632
-------------
0
399,727
-------------
0
0
-------------
0
14Enric Sala
 
Explorer in Residence
(i)

(ii)
419,712
-------------
0
5,000
-------------
0
4,097
-------------
0
0
-------------
0
10,422
-------------
0
439,231
-------------
0
0
-------------
0
15Kaitlin Yarnall
 
Chief Storytelling Officer & SVP
(i)

(ii)
379,550
-------------
0
0
-------------
0
884
-------------
0
0
-------------
0
25,708
-------------
0
406,142
-------------
0
0
-------------
0
16Kristi Craig
 
Chief Investment Officer
(i)

(ii)
513,914
-------------
0
439,726
-------------
0
2,743
-------------
0
0
-------------
0
24,918
-------------
0
981,301
-------------
0
0
-------------
0
17John Coombe
 
Director, Investments
(i)

(ii)
324,914
-------------
0
27,083
-------------
0
651
-------------
0
0
-------------
0
2,255
-------------
0
354,903
-------------
0
0
-------------
0
18FRANK BORMAN
 
TRUSTEE EMERITUS
(i)

(ii)
11,917
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
11,917
-------------
0
0
-------------
0
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
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 I, Line 1a First-class or charter travel The Society only reimburses for first class travel under rare circumstances. In 2023, the Society reimbursed one key employee and her spouse for first class travel on one trip which was deemed to be in support of the Society's mission.
Schedule J, Part I, Line 1a Travel for companions The Society pays for companion travel for certain executives, only when there is a business purpose to support the charitable mission of the organization and adheres to the Society's travel policies. The Society paid for eight such companion trips in 2023. Companion travel not meeting this criteria are deemed taxable under Internal Revenue guidelines. The Society paid for and taxed two such companion trips in 2023.
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 2023: Robert Young--$264,773 (the above payments were not accrued in 2022) In addition, the following severance amounts to former officers were accrued at year end: Robert Young--$109,669 Michael Ulica--$644,175
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 2023. 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 2023. None of these amounts have been included in Column D. Jill Tiefenthaler - 1 times base salary
Schedule J (Form 990) 2023

Additional Data


Software ID: 23017437
Software Version: 2023v5.0
SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete 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 image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
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 20 2,865,976 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 1 299,869 Market value
26 Other Right pointing arrow large image ( MAPPING SOFTWARE ) X 1 1,339,507 Market value
27 Other Right pointing arrow large image ( AUDIO VISUAL EQUIPMENT FOR NEW BASE CAMP ) X 1 921,091 Market value
28 Other Right pointing arrow large image ( BEVERAGES ) X 1 19,162 Market value
Other Right pointing arrow large image ( AIRFARE ) X 1 4,857 NONE
Other Right pointing arrow large image ( TRAINING FACILITIES ) X 1 43,194 Market value
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) (2023)
Schedule M (Form 990) (2023)
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 Other - MAPPING SOFTWARE # OF CONTRIBUTIONS Other - AUDIO VISUAL EQUIPMENT FOR NEW BASE CAMP # OF CONTRIBUTIONS Other - BEVERAGES # OF CONTRIBUTIONS Other - AIRFARE # OF CONTRIBUTIONS Other - TRAINING FACILITIES # RECEIVED
Schedule M (Form 990) (2023)

Additional Data


Software ID: 23017437
Software Version: 2023v5.0
SCHEDULE O
(Form 990)

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
NATIONAL GEOGRAPHIC SOCIETY
 
Employer identification number

53-0193519
Return Reference Explanation
Form 990, Part III, Line 4d Misc. Program Services, cont. SUSTAINABILITY The National Geographic sustainability program puts into action our understanding that the way we conduct our business impacts not just our financial bottom line but also the people we employ, the communities we engage, and the environments we inhabit. Our buildings follow the U.S. Green Building Council's Leadership in Energy and Environmental Design (LEED) standards to ensure that our operations are as efficient as possible and maintain a safe and healthy atmosphere for occupants and guests of our buildings. In 2023, we received our seventh LEED rating certification retaining our Headquartersion as the longest continuously certified and most recertified buildings in the world. In clearing the way for the construction of our new Base Camp, we made a concerted effort to repurpose, rather than simply dispose of, useful items. In 2023, we gave more than 344,000 pounds of furniture, books, equipment, and building supplies to over 80 local organizations including schools, museums, libraries, and community groups. Because our sustainability efforts depend on the engagement of our staff, tenants, guests, and construction vendors, we provide continuous communication, training, guidelines, policies, and volunteer opportunities to model sustainable mindsets for making purchases and creative decisions and to solicit new ideas. In 2023, we released our updated Corporate Responsibility Policy and Sustainability Guidelines detailing our efforts to ensure that our business decisions and those of organizations we work with reflect a respect for the people, cultures, and ecosystems that we explore, celebrate, and support through our educational, scientific, and grant giving programs. IMPACT INVESTING The Pooled Endowment is managed as a single pool of assets with a common set of objectives and constraints and intended to provide a permanent base of funding and timely financial support for the Society's programs and operations to fulfill its mission to use the power of science, exploration, education, and storytelling to illuminate and protect the wonder of our world. The Society's primary investment objective for the Endowment is to achieve the highest long-term total investment return that is within appropriate risk parameters as determined by prudent, fiscally sound investment practices and the financial circumstances of the Society. As such, the minimum long-term return target is the rate of inflation plus the spending rate while the aspirational goal is to maximize sustainable distributions to the operating budget. The Board of Trustees of the National Geographic Society is committed meeting its fiduciary responsibilities in a manner that is also aligned with the core values of the Society to 1) embrace diversity, inclusivity, openness, and collaboration, 2) innovate by taking bold risks in science, education, exploration, and storytelling, and 3) protect the planet. Our approach to aligned investing is uniquely our own and focused on solution seeking, versus negative screens, and the core believe that aligned investments do not have to translate to concessionary returns.
Form 990, Part III, Line 4c Education Programs Cont. National Geographic Society 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 explorers and photographers to engage learners. In 2023, we estimate 18.7M students studied from 20.6M NGL books and online learning materials that robustly feature explorers. Within these NGL titles, NGL introduced learners to 603 unique explorers in 2,083 explorer-focused content features. NGS Education leverages education endowments to amplify and extend Explorer-led, Explorer-centered, and innovative geography collaborations into classrooms and communities domestically and internationally. By supporting these initiatives, we help build the pipeline of the next generation of Explorers. In 2023, the Education team leveraged 41 restricted endowments across 30 states and Canada to scale and spread Explorer-centered work into classrooms and communities. These funds were used to expand the reach of the Slingshot Challenge, Photo Camp programming, and other Explorer-led collaborations. We identified and contracted with 31 collaborators that have the potential to reach a combined total of ~19,000 educators and young people that could not have been reached without support from education endowments, utilizing approximately ~$1.95M in restricted endowment funding in support of NG Next. NGS Education recruits, awards grants, and supports a diverse, global group of Explorers using educational strategies, approaches, or methodologies to illuminate the wonder of our world, inspiring learners of all ages, in any educational setting, to learn about, care for, and protect our world. By funding Explorer-led projects that either build capacity in a group of people to care for and take action to create, maintain, and expand solutions to protect our world or use educational research or tools to advance knowledge about how to effectively spark curiosity and inspire people of all ages, our grantmaking furthers NGS's mission by equipping people with the knowledge, skills, and attitudes to transform solutions into positive actions to protect our world. In 2023, we added to our portfolio of over 300 Education Explorers by funding 19 Explorers at Level I and 7 at Level II. Explorers represented 18 different countries, 5 U.S. states, and 5 world regions, with expertise across all 5 NGS focus areas of Land, Ocean, Wildlife, Human Histories & Cultures, and Human Ingenuity. Explorer Classroom runs live interactive virtual events that connect young people with National Geographic Explorers. Students hear behind-the-scenes stories and interact with cutting-edge scientists, researchers, and storytellers from around the globe in real-time. All events are free, open to the public, and include learning resources to help educators and learners get the most out of their experience. Education expanded to new audiences in 2023 including 10 events for high school-aged students, and launched a new model of the program, the Explorer Classroom Wildlife Series, a 5-week program including live virtual events and hands-on activities all around a theme. The Education team in partnership with a local NGO, Ensena Por Mexico, concluded the Spanish-language pilot focused on Latin American students with 520 learners and 19 educators completing the year-long program, and launched year 2 with targeted classrooms in Mexico, as well as expansion to allow registration for any classroom around the globe. In 2023 Explorer Classroom ran 90 events highlighting 48 Explorers with an estimated 213,214 students views. In 2023, in partnership with The Nature Conservancy, the National Geographic Society hosted three Externships, eight-week learning and career development experiences for young people ages 18-25 from across the globe, which help create more equitable conservation and exploration career pathways. The three cohorts focused on both marine & freshwater community conservation, engaging 400 college-aged youth from 90 countries and areas. Program evaluations show the strong impact, including an average net promoter score of 89 and a 38% increase in average level of knowledge about the conservation industry. We awarded 59 externs with $2,000 in seed funding to support their community-based conservation solutions. Three Extern alumni from the U.S., The Gambia, and Indonesia were selected as 2023 Young Explorers. In partnership with Lindblad Expeditions, 50 educators from across the US, Canada and Puerto Rico were able to participate in an immersive professional learning experience as a part of the Grosvenor Teacher Fellowship (GTF). Educators will transfer their onboard experience into new ways to teach students, engage colleagues, and bring new geographic awareness to their learning environments and communities in order to illuminate and protect the wonder of our world. Fellows also take on a two-year commitment to support National Geographic's education initiatives. In 2023, the GTF Program also launched three pilot programs. 1.) The Immersive Pilot which is executed jointly between our Exploration Technology team and Education team to support, train, and equip ten GTFs with Insta360 cameras with the goal of producing high quality Immersive Experiences that will be embedded in their teaching and classrooms. 2.) The seed funding pilot has provided 21 Grosvenor Teacher Fellowship Alumni up to $2k in funding to implement a community outreach or student action project that is connected to their GTF expedition and/or the Explorer Mindset. 3.) The GTF Alumni & Visiting Scientist pilot paired four GTF Alumni with a National Geographic Explorer leading a project aboard ship as a Visiting Scientist. GTF Alums had the opportunity to directly engage with an Explorer in their field-based project-assisting with research and outcomes-and are creating a set of educational deliverables, further enhancing geographic awareness among their PreK-12 students, professional networks, schools, local communities, and beyond. The National Geographic Society's educational resources feature free resources for educators aligned to the content and pedagogy standards they must meet, but do this through the lens of explorers. We feature people and places from around the world, with an emphasis on human involvement in a changing planet. Major topics include Ocean, Land, Wildlife, Human Histories and Cultures, and Human Ingenuity. In 2023, we developed long and short-form nonfiction articles, videos, photographs, maps, StoryMaps, infographics, and assessments, and are offered up in themed collections. We implemented a continuous process that relies on a Globally Inclusive Learning Design Framework intended to broaden the perspective of our resources so they are appealing and useful to users throughout the world. In 2023, the Resource Library served 3,000 pieces of content in 77 million pageviews to more than 44.3 million unique users. The Slingshot Challenge is a program designed to empower the next generation of problem solvers, advocates, and stewards of the planet. The challenge is the result of a partnership between the National Geographic Society and the Paul G. Allen Family Foundation, and helps youth 13-18 years of age from around the globe build the knowledge, skills, and attitudes that help them develop and implement locally-relevant, youth-designed solutions to illuminate and protect the wonder of our world. Youth research an environmental problem in their community, design a solution idea, and create and share a one-minute video for a chance to receive up to $10,000 USD in funding and an invitation to our iconic Explorers Festival. In May 2023, we announced our first cohort of 15 award recipients from around the globe and amplified their solution ideas. In September 2023, we launched Year 2 of the challenge, including the social media campaign, landing page, youth and educator toolkits, and workshops for youth and educators. More than 13,000 youth and more than 4,600 educators signed up to learn more about Year 2 of the challenge, and we received more than 2,100 submissions from 3,500 youth. The selection process will take place February-April 2024, and award recipients will be announced in May 2024.
Form 990, Part III, Line 4c Education Program Descriptions, cont. National Geographic Student Travel offers immersive travel experiences for high school-aged students. These fee-based experiences are designed to connect youth with the National Geographic Society, our mission, and our Explorers with the goal of building an Explorer Mindset in participants through authentic, experiential travel and exploration. In 2023, 220 high school students from around the globe traveled on 12 trips across 10 locations. National Geographic Society supported 15 students with fully funded scholarships to increase access to these experiences. 11 National Geographic Explorers were featured in 2023 programming and they helped students explore themes such as photography, climate and geology, and wildlife conservation. These experiences were designed to encourage participants to deepen interests that they already have, discover new interests, and to use the Explorer Mindset they develop throughout the program to care and act on behalf of our planet and its people in their local community upon returning home. EduLab is a team within NGS Education that works with and through our Explorers to create innovative learning solutions that amplifies their impact, expands our understanding, and inspires educators and learners to illuminate and protect the wonders of our world. EduLab provides human-centered learning design methods, tools, and other resources that are oriented around the goals of our Explorers and the needs of the audiences they wish to engage. Through these projects, we also identify useful, transferable educational elements to share with the broader Explorer community, as well as to invite educators and learners to to practice and develop the attitudes, skills, and knowledge of the Explorer Mindset. In 2023, EduLab saw success piloting this collaborative process with, among others: Explorer Anand Varma in the development of Wonderlab Learning Resources, with Explorer Krithi Karanth in testing and on location evaluation of learning resources developed for Wild Shaale, and Explorer Joel Sartore in the creation of the Photo Ark: Protect Species collection of activities. The team also rolled out a new Education Toolkit of guides and resources for Level I and II Explorers, including several as Open Educational Resources (OERs) released under a Creative Commons license to permit the use and repurposing by users.
Form 990, Part III, Line 4b Science & Innovation Program Descriptions cont. The National Geographic Okavango Wilderness Project is working to secure permanent, sustainable protection for the greater Okavango Basin-the source of water for more than one million people and one of the most biodiverse places in Africa. A team of National Geographic Explorers, local and regional experts, and partners at the Wild Bird Trust are working to preserve this irreplaceable natural wonder spanning Angola, Namibia and Botswana-and help address threats to the basin from the effects of climate change and human impacts. Through rigorous scientific research, impactful conservation education projects and storytelling about the ecosystems and people who live there, the Okavango Wilderness Project is helping to protect this unique ecosystem for generations to come. In 2023, the team launched a two-team expedition for its annual crossing of the Okavango Delta in Botswana which serves as an annual checkup on the Delta's water quality and ecosystem health, and is critical for understanding how the system is changing over time. The team also conducted research to define the boundaries of the Angolan Highlands Water Tower, a critical first step in conserving this water source for the larger Okavango Basin. Working with partners and local and Indigenous communities, the National Geographic Okavango Wilderness Project is helping to preserve one of the last great wildernesses on Earth for the people and wildlife who call it home. Pristine Seas explores and documents marine ecosystems to help protect the world's most vital ocean areas for the benefit of people and nature. Founded in 2008 by National Geographic Explorer in Residence Dr. Enric Sala, Pristine Seas supports the creation of marine protected areas (MPAs) through research, expeditions, filmmaking, policy, and education. Since 2008, Pristine Seas has conducted 43 expeditions globally and helped to create 27 marine reserves, totaling an area of more than 6.6 million square kilometers of ocean. The team is composed of scientists, conservationists, and other passionate professionals from around the globe. In 2023, Pristine Seas completed expeditions to the Southern Line Islands (Republic of Kiribati), Tongareva (Cook Islands), Niue, the Republic of the Marshall Islands, and the Federated States of Micronesia. The team also continued supporting projects across Latin America, Canada, and in Dominica. As a result of a previous expedition, the Government of Uruguay committed to creating a marine reserve around Isla de Lobos and announced its intention to protect 30% of its waters by 2030. In November 2023, the Government of Dominica announced its commitment to creating the world's first sperm whale reserve. Through 2030, Pristine Seas will work with local and Indigenous communities, governments, and other partners to inspire the creation of new MPAs and catalyze the global community to protect at least 30% of the ocean by 2030. This will preserve vital ocean areas, protect carbon stocks, and support local food supply - a triple win. The interactions between animals and their environments are critical for maintaining a healthy planet. But for many species, time is running out. When you remove one, it affects us all. The National Geographic Photo Ark, led by Explorer and photographer Joel Sartore, aims to document every species living in the world's zoos, aquariums, and wildlife sanctuaries; inspire action through education, and help protect wildlife by supporting on-the-ground conservation efforts. In 2023 Sartore photographed 1,902 species for the Photo Ark and passed the 15,000 species mark with the addition of the Miami tiger beetle. Over the last 12 months, Sartore photographed in Malaysia, Cambodia, Morocco, Israel, Greece, Taiwan, Japan, and Kazakhstan and also spent 69 days photographing in U.S. locations. Photo Ark also awarded the inaugural Species Impact Initiative grant, funding habitat restoration in Southern Florida's pine rocklands ecosystem to protect and recover federally endangered species. Also in 2023, in celebration of the 50th anniversary of the Endangered Species Act, 20 Photo Ark images were used on a pane of stamps created by the United States Postal Service, and the Indianapolis Prize committee selected Sartore as the winner of the Jane Alexander Global Wildlife Ambassador Award. Through the power of photography, the Photo Ark inspires people to help protect at-risk species before it's too late. National Geographic's Perpetual Planet Expeditions program, a long-standing collaboration with Rolex and its Perpetual Planet Initiative, supports trailblazing scientific research expeditions to Earth's critical life-support systems - mountains, rainforests, the ocean - to understand the risks these systems face from climate and environmental change, and to find solutions to restore them, rebalance the environment and protect our planet. In 2023, anchored by a multidisciplinary cohort of Explorers, the Perpetual Planet Amazon Expedition conducted groundbreaking field research alongside local communities across the Amazon River basin. They worked to understand the habitat range and health of Amazonian endemic species (Andean bear, arapaima) to inform conservation and protection efforts; mapped for the first time the economic and social value of Brazilian Amazon mangroves to local communities to advocate for their increased protection; spearheaded a first-of-its-kind global declaration for freshwater dolphin protection; investigated unique methods to restore degraded mining landscapes; assessed the impact of near-record solar radiation in the Andes on the rest of the basin; and analyzed the first-ever LiDAR scans they obtained of Amazonian flooded forests to inform climate adaptation efforts. Explorer and photographer Thomas Peschak, along with film crews and local NGS storytellers, documented the work of the Amazon Expedition for National Geographic's global audience. Explorers anchored the first-ever live Explorer Classrooms in Spanish. A network of weather stations, installed and maintained during the Perpetual Planet Mountain Expeditions since 2019, continued to transmit weather data vital to understanding how climate change impacts the roof of the world to downstream communities and global policymakers. The Society awards Level I Grants are designed for to individuals working on projects in science, conservation, storytelling, education, and technology who may be earlier in their career, those looking to establish themselves better in their field, those seeking mentorship from others in their field and beyond, or those who want to grow their network and enhance their impact by joining a global community of National Geographic Explorers. This opportunity is best suited for individuals who have the potential and desire to make significant positive contributions to their field by leveraging the funding, capacity, and additional support provided by the National Geographic Society and connections to other Explorers. The Level II grant opportunity is designed for individuals who are more established in their field and are seeking a higher level of funding. Projects at this level should push the boundaries of the applicant's field or discipline and be designed to achieve significant and tangible impacts. Applicants may be new to the Society or existing National Geographic Explorers. Projects can be up to two years long. At Level II, grantees will provide mentorship to others within the Explorer community, contribute their expertise, and may participate in relevant speaking engagements upon request. The Explorer Capacity Development Team supports National Geographic Explorers in their individual and collective leadership development by offering a portfolio of online and in-person learning and development opportunities rooted in the Society's values and mission. The Capacity Development learning and development offerings for Explorers include onboarding courses for new grant recipients, which set them up for success in their project journey by helping them access key NGS resources and offerings around ethics, unconscious bias, and communications to name a few. In addition, bespoke learning and development support is provided as part of a cohort experience to specific programs such as the Young Explorer program and our Wayfinder Award program. In 2023, a total of 730 learners, including National Geographic grantees, award recipients and team members, participated in 29 online course offerings. In addition we engaged 50 Explorers through a series of in-person workshops in the Asia Pacific and Northern North America regions.
Form 990, Part III, Line 4b Science & Innovation Program Descriptions Cont. The National Geographic Society's Explorers at Large program supports proven luminaries who are uniquely positioned to act as ambassadors, changemakers and thought leaders in support of National Geographic's mission, and to help them catalyze the next generation of planetary leaders. These Explorers are at the frontiers of their respective disciplines, have a strong passion for our mission, and are committed to fostering the next generation of Explorers. As of December 2023, there are 11 National Geographic Explorers at Large: Shahidul Alam, Bob Ballard, Lee Berger, James Cameron, Sylvia Earle, Beverly Joubert, Dereck Joubert, Louise Leakey, Meave Leakey, Maya Lin, Rodrigo Medellin, Nalini Nadkarni and Azu Nwagbogu. The National Geographic Society annually recognizes the achievements of extraordinary individuals working to illuminate and protect the wonder of our world with our portfolio of awards. The Rolex National Geographic Explorer of the Year award is an annual recognition that is awarded to an Explorer whose recent actions, achievements and spirit push the boundaries of leadership in exploration and demonstrate a commitment to share new knowledge with the world. In 2023, Afghan educator Shabana Basij-Raskikh received the Rolex National Geographic Explorer of the Year award.The National Geographic Society/Buffett Awards for Leadership in Conservation were established by the Society and The Howard G. Buffett Foundation to recognize and celebrate unsung conservation heroes working in the field. Two awards are presented each year: one for achievement in Africa (established in 2002) and the other for achievement in Latin America (established in 2005). The 2023 National Geographic Society/Buffett Awardees are Lily-Arison Rene de Roland and Jose Manuel Briceno Linares. The Eliza Scidmore Award--named for the writer and photographer Eliza Scidmore, the first woman elected to the Society's Board of Trustees in 1892--recognizes individuals who use immersive storytelling to make complex ideas, issues, and information relevant and accessible. The 2023 Eliza Scidmore Awardee is photographer Kiliii Yuyan. The Wayfinder Award is presented annually to a cohort of individuals whose innovative work in science, conservation, exploration, education, technology and/or storytelling identifies them as agents for positive change in their fields. Wayfinder Award recipients have proven themselves as the next generation of influential leaders, communicators and innovators whose critical work contributes to moving the National Geographic Society's mission forward. The fifteen 2023 Wayfinder Award recipients are: Manu Akatsa, Aliaa Ismail, Clinton Johnson, Nelly Luna, Shamier Magmoet, Serena McCalla, Sada Mire, Pablo Montano, Muhammed Muheisen, Surshti Patel, Goabaone Jaqueline Ramatlapeng, Christopher Schell, Theanne Schiros, Alex Schnell, Zhengyang Wang. Through the National Geographic Young Explorer program, the Society recognizes and invests in inspirational 18-25-year-old changemakers who have demonstrated exceptional courage, leadership, and a commitment to making a positive impact in their communities and beyond. With nearly 42 percent of the world's population under 25, the Society recognizes the importance of engaging this next generation of scientists, conservationists, educators, and storytellers to fulfill our mission of illuminating and protecting the wonders of the world. In 2023, the Society selected and awarded 15 emerging youth leaders with $10,000 each in unrestricted award funding, totaling $150,000. This extraordinary group of young leaders also participated in a unique cohort experience, which included skill-building, leadership training, networking, and mentorship. Additionally, the Society awarded 9 Young Explorers an additional $10,000, totaling $90,000, to support the implementation and execution of solution-focused projects they developed. Finally, the Society brought this cohort together for an in-person retreat focused on enhancing their skills, fostering collaboration, and connecting with National Geographic experts. These trailblazing individuals are leveraging their talents and voices to address diverse challenges, from scientific innovation and conservation to education and storytelling in support of the Society's mission to illuminate and protect our world. The National Geographic Exploration Technology Lab develops and deploys research and storytelling technologies that facilitate access, and yield critical insights, into some of the most extreme environments on Earth. This interdisciplinary team of engineers and scientists collaborates with National Geographic Explorers to build and deploy breakthrough sensor systems and hardware. This technology helps our Explorers accelerate exploration and deepen their ability to accomplish their storytelling, science, research, or educational goals. In the last 10 years alone, Exploration Technology has worked in over 200 locations worldwide, provided thousands of explorers with technical expertise and tools, and created well over a dozen major systems. In 2023, the Exploration Technology Lab provided technology or support to more than 600 Explorers. Support ranged from Explorer access to our deep-sea camera systems to future deep-sea conservation efforts, providing equipment and training for terrestrial bioacoustic data collection and analysis, to loaning custom storytelling camera traps to create intimate pictures of wild animals without disturbing them. Through partnership with the technology community, the Exploration Technology Lab supports the Society's mission to illuminate and protect the wonder of our world by granting our global community of Explorers access to cutting edge technologies and tools to explore and document the most remote and unforgiving environments on Earth -- from the deepest oceans to the highest peaks. Meridian Projects is a National Geographic Society funding opportunity that empowers National Geographic Explorers to collaborate and connect across disciplines to maximize and accelerate impact through innovative, interdisciplinary projects and solutions. By activating teams of National Geographic Explorers to engage and empower communities around the world, Meridian Projects create deeper connections between Explorers, help Explorers broaden their horizons with new skills, ideas, and perspectives, and supercharge Explorers' ability to contribute to creative solutions that combine efforts across science, storytelling, and education. This funding opportunity is only open to Explorers who are collaborating together on a project that combines at least two of NGS's broad disciplines (storytelling, research, technology, education, or conservation) and integrates, engages, and supports local communities in the project. The Society also invests in Meridian grants with resources, tools, capacity develop and learning opportunities to support effective cross-cultural, interdisciplinary collaboration, and a community-of-practice centered around collaboration for collective impact. In 2023, the Society approved 15 Meridian projects carried out by 77 Explorers at a funding total of $2,217,297.
Form 990, Part III, Line 4a Storytelling & Outreach Cont. The Impact Story Lab is an award-winning creative unit within the National Geographic Society that combines world-class storytelling with social and behavioral science to drive positive change. Our interdisciplinary team collaborates with National Geographic Explorers to produce film, video, audio, photography, VR/AR experiences, and other media to help accomplish the goals of their programs. We also conduct research, publish our findings, and host workshops to advance the field of impact storytelling. In 2023 our projects included the feature film Nkashi: Race for the Okavango, workshops for over 400 Explorers, and an educational video series. Africa Refocused addresses the critical need for the stories of Africa to be refocused and told through the perspectives of African people, by African people. Africa Refocused is led by Explorers Noel Kok and Pragna Parsotam-Kok and is designed to build the capacity of local African wildlife photographers and filmmakers. 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. The Out of Eden Walk is a years-long journalistic expedition through which National Geographic explorer 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. In 2023, the National Geographic Society launched the World Water Map as part of a new, five-year World Freshwater Initiative. The Map was created by the National Geographic Society in cooperation with Utrecht University and Esri to visualize the gap between available water supply and demand around the globe, and tell the story of how people use water. Led by Explorer Dr. Marc Bierkens of Utrecht University, the National Geographic World Water Map builds on hydrological modeling that provides an accounting of water supplies and demands. Using trailblazing GIS technology, the Map is helping to identify global hotspots - areas and communities where the demand for freshwater is dangerously outpacing its replenishable supply. The Map will be enhanced with stories from National Geographic Explorers supported through the World Freshwater Initiative who are documenting the impacts of increasing freshwater scarcity on humans and the natural world, as well as sustainable solutions. This innovative new tool will support freshwater research, conservation, education and storytelling. It is a major step forward toward increasing global awareness of our freshwater challenges and helping us find lasting solutions to address one of the greatest societal and environmental problems of our time. World Water Map is a global accounting of freshwater resources and deficits. In 2023, with the support of the Burroughs Wellcome Fund, the National Geographic Society officially launched WonderLab, a new cutting-edge storytelling studio that is also part classroom and science lab in Berkeley, California, created by National Geographic Explorer and renowned photographer Anand Varma. Within WonderLab, Varma is engineering innovative photography and videography techniques and capturing stunning visuals of large and minuscule creatures - pushing the boundaries of how we understand the wonders of our world. WonderLab serves as an incubator for ideas and talent, offering mentorship and education opportunities for aspiring scientists and storytellers to cultivate their skills in visual communication. In September 2023, Varma facilitated an immersive technical storytelling training with a cohort of the Society's Second Assistant program, demonstrating his methodology for capturing captivating visuals and inviting participants to experiment with different photography techniques. To make Varma's work accessible to a broader audience, the Society also launched two new online educational resources: WonderLab Learning Resources - a digital collection of online educational resources inspired by Varma's work that invites educators and youth to "find the mystery of things that hide in plain sight and take the time to explore the wonder of our world, a video series entitled "I Wonder," which follows Varma on his journey to develop a new way of documenting fascinating scientific phenomena as he models strategies that inspire and sustain wonder. 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 early-career filmmakers with interactive master classes and one-on-one mentorship from leading industry professionals. National Geographic Society's Special Collections has a new name and structure reflective of the common vision, purpose, and administration of National Geographic's library, archives, and media management programs. Our distinctive collections chronicle more than 135 years of the Society's history and impact through historical documents, maps, oral histories, audio and video recordings, photographs, artwork, artifacts, and media assets from our current Explorer-led science, storytelling, and education programs. Our dedicated staff of archivists, librarians, media managers and subject matter experts collect, organize, preserve, manage, and make accessible the diverse materials that make up the Society's Special Collections. In 2023, Special Collections developed a plan to centralize the management of physical and digital collections with one point of contact for reference, research, and community outreach; responded to more than 550 reference and research inquiries from staff and the public; digitized more than 21,000 items for long-term preservation and sharing; and ingested 1.74 million new digital assets into the Society's enterprise digital asset management system. The National Geographic Storytellers Collective offers Explorer-led Storytelling for Impact workshops to diverse audiences around the world. A B2B entity, the Storytellers Collective serves nonprofits, universities, and affinity corporate clients with live, in-person, small-group workshops, and provides capacity-building opportunities to hundreds of Explorers each year. Our workshops offer exclusive access to National Geographic's 136-year legacy of storytelling excellence as they learn the art and science of story, from the broad sweep of narrative arc to the finer details of technique and lessons from the field. The heart of every workshop is the Explorer Story, where our lead Storytelling Explorer shares their unique journey, including examples of storytelling for impact from their own career. Clients select a workshop theme, which we customize to their goals, delivering the workshop on-site at clients' venues so their teams can easily attend. Workshops are experiential and utilize an outcome-based learning approach as facilitators help participants develop their chosen story, whether for public speaking or visual storytelling. During 2023, our pilot year, we worked with 20 National Geographic Explorers to create 30 workshop experiences enjoyed by more than 800 people in eight countries.
Form 990, Part III, Line 4a Storytelling & Outreach Programs cont. National Geographic Live brings the stories of National Geographic Explorers to life through unique in-person experiences. We partner with our Explorers and photographers to unpack their work and build it into compelling narratives that are easily understood by audiences of varying ages and backgrounds. We then enable that content to be effectively delivered to audiences across the planet through bespoke public performances, student matinees, and community engagement events presented by theaters, performing arts centers, museums, and universities around the world. Through immersive imagery, compelling storytelling, and personal interactions between Explorers and members of the public, we illuminate the wonders of the world, and highlight the work of our Explorers to new and diverse populations. Between June and December of 2023, following National Geographic Live's return to the Society, we elevated the work of 8 National Geographic Explorers, working with them to create stage shows and experiences that were seen by over 17,000 people across 2 countries, 7 states, 3 Canadian provinces, and 13 cities. National Geographic Traveling Exhibitions bring high-quality in-person experiences to museums and cultural institutions around the world. Working with photographers, Explorers, and other collaborators in the fields of exploration, technology, education, and storytelling, we create exhibitions and immersive experiences covering a wide range of topics to appeal to all audiences. In 2023 these exhibitions toured to some of the world's finest museums and institutions such as the Natural History Museum of Utah (Salt Lake City), the Witte Museum (San Antonio) and CosmoCaixa (Barcelona). Additionally, National Geographic has partneThe Impact Story Lab is an award-winning creative unit within the National Geographic Society that combines world-class storytelling with social and behavioral science to drive positive change. Our interdisciplinary team collaborates with Natiored with respected collaborators such as "la Caixa" Foundation to display exhibitions in open spaces free to the public, thereby bringing educational and cultural experiences within everyone's reach. In 2023, 20 unique exhibitions were visited by more than 6 million visitors globally, in 81 cities and 21 countries. The Geography & Mapping Group provides geospatial expertise and cartographic support to our Explorers, programs, and staff. We work with our most influential programs and partners to promote innovation, increase impact, and keep National Geographic at the forefront of applied geography and cartography. We provide our Explorers, programs, and staff with consulting, mapping services, and access to geospatial technology to enhance the effectiveness and impact of mission driven work. In 2023 we provided ongoing support to our major Zenith level programs (Pristine Seas, Okavango Wilderness Project, and Perpetual Planet) with award winning cartography to help each program communicate their findings and achieve their goals. We also worked closely with the Education division to further efforts in geography education. Our team members worked with our partner Esri in the development of the new National Geographic Mapmaker. We continue to improve our foundational geographic database that powers mapping work for the Society and for our partners at Disney/NGP. In addition, we have supported individual Explorers and National Geographic staff members to improve and accelerate their work with geographic data and tools that provide actionable insights and further the Society's mission to illuminate and protect the wonder of the world.
Form 990, Part III, Line 4b Science & Innovation Program Descriptions Cont. Rising Star is opening new doors into our understanding of the evolution and behaviors of ancient hominins and revolutionizing the scientific practice of paleoanthropology. "Rising Star" scales the scientific activities of its previous program at the Cradle of Humankind World Heritage Site (WHS) by supporting multiple concurrent research teams led by African paleoanthropology leaders, under the guidance of National Geographic Explorer in Residence Lee R. Berger. Teams work collaboratively to delve deeper in sites where the potential for paleoanthropological discoveries has only been glimpsed in the richest hominin fossil-bearing region known to science. To meet its permanent sustainability goals, Rising Star invests in the growth of local scientific capacity through academic leadership programs, field mentorship opportunities, and technical-track scientific professionalization programs for minoritized groups in South Africa and beyond, creating meaningful and sustainable opportunities for employment in the field of paleoanthropology. To support this capacity building, this year-round project builds world-class field research, analysis, and curatorial infrastructure within the Cradle of Humankind WHS, creating an in-house engine of collaboration and information-sharing. As part of its commitment to expanding the boundaries of paleoanthropology, Rising Star is the first paleoanthropology program in the world to incorporate artists, storytellers, and educators into the research process, stimulating new angles of investigation into ancient hominin life and elevating local scholarship. Altogether, Rising Star presents a holistic, collaborative, and inclusive new approach to paleoanthropology that supports the education of new generations of paleoanthropologists, engages the public, and accelerates discoveries in the study of ancient hominins.
Form 990, Part III, Line 4d Description of other program services (Expenses $ 0 including grants of $ 0)(Revenue $ 97,334) In 2023, miscellaneous program activity included a continuing sustainability initiative and impact investing. 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, CFO 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 March & September of 2023 with respect to compensation decisions for the following senior executives positions: CEO, CFO, Chief Advancement Officer, Chief Legal Officer, Chief Communications Officer, Chief Science and Innovation Officer and Chief Education Officer. The compensation committee also held an ad-hoc meeting in April 2023 to approve a termination of the incentive plan for all staff except for the CEO .
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 XI, Line 9 Other changes in net assets or fund balances Post-retirement Benefits-FAS 158 - 3111654; Grants cancelled/returned - 285411; misc. adj. - 41691;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


Software ID: 23017437
Software Version: 2023v5.0
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2023
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) 2023
Schedule R (Form 990) 2023
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 56,943,720 1,076,300,615 100 % Yes  












Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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 55,000,000 AUDITED FINANCIAL STATEMENTS
(2) NGSP INC

A 698,023 AUDITED FINANCIAL STATEMENTS
(3) NGSP INC

L 6,740,955 AUDITED FINANCIAL STATEMENTS
(4) NG FOUNDATION FOR SCI EX (ASIA)

L 54,002 AUDITED FINANCIAL STATEMENTS
(5) NGSP INC

D 14,870,000 AUDITED FINANCIAL STATEMENTS

Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) 2023
Schedule R (Form 990) 2023
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) 2023

Additional Data


Software ID: 23017437
Software Version: 2023v5.0