SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
 
 
Employer identification number

53-0206027
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (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 region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
Central America and the Caribbean 0 0 Academic appointment stipends to recipients located in the region   1,550,860
East Asia & Pacific 0 0 Academic appointment stipends to recipients located in the region   776,899
Europe 0 0 Academic appointment stipends to recipients located in the region   2,133,993
Middle East & North Africa 0 0 Academic appointment stipends to recipients located in the region   117,117
North America 0 0 Academic appointment stipends to recipients located in the region   156,451
Russia & Neighboring States 0 0 Academic appointment stipends to recipients located in the region   125,939
South America 0 0 Academic appointment stipends to recipients located in the region   308,685
South Asia 0 0 Academic appointment stipends to recipients located in the region   51,066
Sub-Saharan Africa 0 0 Academic appointment stipends to recipients located in the region   62,323
Central America and the Caribbean 0 0 Program Services Research/conferences 758,600
East Asia & Pacific 0 0 Program Services Research/conferences 1,657,857
Europe 0 0 Program Services Research/conferences 1,564,950
Middle East & North Africa 0 0 Program Services Research/conferences 149,426
North America 0 0 Program Services Research/conferences 541,613
Russia & Neighboring States 0 0 Program Services Research/conferences 110,063
South America 0 0 Program Services Research/conferences 720,530
South Asia 0 0 Program Services Research/conferences 155,523
Sub-Saharan Africa 0 0 Program Services Research/conference 713,221
Central America and the Caribbean 7 667 Program Services Research facilities 23,756,937
South America 2 8 Program services Design and implement a biodiveristy monitoring progam 1,778,978
Sub-Saharan Africa 1 8 Program services Develop biodiversity action plan to conserve amazonian tropical ecosystems 517,466
Central America and the Caribbean 0 0 Investments   671,916,809
Europe 0 0 Investments   70,673,732
East Asia & Pacific 0 0 Investments   24,740,838
Sub-Saharan Africa 0 0 Investments   9,040,152
North America 0 0 Investments   1,258,290
3a Sub-total ..... 0 0 5,221,010
b Total from continuation sheets to Part I ... 10 683 810,117,308
c Totals (add lines 3a and 3b) 10 683 815,338,318
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2014
Page 2
Schedule F (Form 990) 2014
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(a)(c) Region (b)(d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
Europe Academic appointment stipend 10,664 EFT      
South Asia Academic appointment stipend 20,000 EFT      
             
             
             
             
             
             
             
             
             
             
             
             
             
             
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
2
3 Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2014
Page 3
Schedule F (Form 990) 2014Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
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
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
Academic Appointment Stipends Central America and the Caribbean 207 1,550,860 Direct Deposits & Checks      
Academic Appointment Stipends East Asia and the Pacific 40 776,899 Direct Deposits & Checks      
Academic Appointment Stipends Europe 82 2,123,329 Direct Deposits & Checks      
Academic Appointment Stipends Middle East and North Africa 5 117,117 Direct Deposits & Checks      
Academic Appointment Stipends North America 16 156,451 Direct Deposits & Checks      
Academic Appointment Stipends Russia and Neighboring States 3 125,939 Direct Deposits & Checks      
Academic Appointment Stipends South America 29 308,685 Direct Deposits & Checks      
Academic Appointment Stipends South Asia 1 31,066 Direct Deposits & Checks      
Academic Appointment Stipends Sub-Saharan Africa 3 62,323 Direct Deposits & Checks      
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2014
Page 4
Schedule F (Form 990) 2014
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 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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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 file Form 5713, International Boycott Report (see Instructions for Form 5713)..
Schedule F (Form 990) 2014
Page 5
Schedule F (Form 990) 2014
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
Part I, Line 2: The Office of Fellowships has central management and administrative responsibility for the Smithsonian programs of research fellowships and other academic appointments for undergraduate, graduate students, postdoctoral and senior scholars. The Smithsonian Institution Fellowship Program is a competitive fellowship program for graduate and postdoctoral fellows, who apply to conduct research at the Institution with research staff serving as advisors. The review process is made up of disciplinary committees comprised of the Institution's staff who evaluate the candidates and then select the fellows. There are other competitive and non-competitive fellowships, visiting scholar and student appointees selected through the Smithsonian units that go through a variety of other selection processes before an award is made. An official letter/agreement is provided to each award recipient identifying the award title, dates of tenure, stipend allowances, and required responsibilities for holding this position. All recipients either will identify a financial institution for receipt of their monetary award or they will receive US Treasury checks. Depending on the tenure of the appointment, payments can range from one lump sum, biweekly payments or monthly payments. Most fellowship appointments are awarded for one to two years. On occasion, the Smithsonian Institution has visiting scholars or fellows who are conducting research in another country. Payments are usually submitted as stated above, however, on occasion, there may be one or two who request that their payments be sent to the country of their research. At the end of tenure, a final report of their research accomplishments is provided for our records. Smithsonian research staff who serve as advisors to these fellows, students and scholars are usually in the field during their tenure. The eight Smithsonian research centers located in the United States and one located in Panama monitor the progress of their fellows especially those fellows in other countries, and the administrative management of funds is managed through the Institution's central administration for accountability. Program services for research and conferences include travel related expenditures. Only travel essential to the performance of official Smithsonian business, whether by SI employees, research associates, or invitational travelers (i.e., individuals who are not SI employees), and for which travel-related expenses are to be paid by the Smithsonian, can be approved, authorized, and reimbursed. Investments in regions include investments in foreign partnerships and foreign corporations. The foreign region is determined by the country whose laws govern the investment entity. The value reported represents the fair market value of the investment at the end of the fiscal year. Per Form 990 instructions, stipends are reported on Schedule F if the person receiving the stipend is living or residing outside the United States at the time the stipend is paid or distributed. However, many of these stipend recipients later traveled to the Smithsonian in the United States to perform their research.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2014
Additional Data


Software ID:  
Software Version: