SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
NATIONAL GEOGRAPHIC SOCIETY
 
Employer identification number

53-0193519
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
Central America and the Caribbean 0 0 Program Services Royalties, fees for service 40,745
East Asia and the Pacific 0 0 Program Services Royalties, fees for service 485,104
Europe (Including Iceland and Greenland) 0 0 Program Services Royalties, fees for service 8,451,838
Middle East and North Africa 0 0 Program Services Royalties, fees for service 26,963
North America (Canada & Mexico only) 0 0 Program Services Royalties, fees for service 543,940
Russia and Neighboring States 0 0 Program Services Royalties, fees for service 16,350
South America 0 0 Program Services Royalties, fees for service 376,018
South Asia 0 0 Program Services Royalties, fees for service 560,243
Sub-Saharan Africa 0 0 Program Services Royalties, fees for service 1,354,047
Central America and the Caribbean 0 0 Grantmaking   46,140
East Asia and the Pacific 0 2 Grantmaking   849,765
Europe (Including Iceland and Greenland) 0 0 Grantmaking   2,322,138
Middle East and North Africa 0 0 Grantmaking   117,715
North America (Canada & Mexico only) 0 0 Grantmaking   1,163,032
Russia and Neighboring States 0 0 Grantmaking   82,638
South America 0 0 Grantmaking   1,059,231
South Asia 0 0 Grantmaking   629,976
Sub-Saharan Africa 0 1 Grantmaking   3,591,220
East Asia and the Pacific 0 0 Investments   258,191,946
Europe (Including Iceland and Greenland) 0 0 Investments   232,054,846
North America (Canada & Mexico only) 0 0 Investments   22,871,604
South America 0 0 Investments   13,314,966
Central America and the Caribbean 0 0 Investments   19,516,030
Middle East and North Africa 0 0 Investments   1,360,000
Russia and Neighboring States 0 0 Investments   2,838,012
South Asia 0 0 Investments   16,108,050
Sub-Saharan Africa 0 0 Investments   10,358,821
3a Sub-total .... 0 2 17,495,907
b Total from continuation sheets to Part I ... 0 1 580,835,471
c Totals (add lines 3a and 3b) 0 3 598,331,378
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2020
Page 2
Schedule F (Form 990) 2020
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
Sub-Saharan Africa EDUCATION YOUTH INITIATIVES 5,000 wire     FMV
Central America and the Caribbean CAMPAIGN FOR NATURE 5,174 wire     FMV
Middle East and North Africa EDUCATION LEADERSHIP 33,000 wire     FMV
Sub-Saharan Africa STORYTELLING SPONSORSHIP 35,000 wire     FMV
Sub-Saharan Africa African Parks Grant 750,000 wire     FMV
East Asia and the Pacific External Project Funding 189,580 wire     FMV
Europe (Including Iceland and Greenland) External Project Funding 99,000 wire     FMV
Europe (Including Iceland and Greenland) External Project Funding 52,962 wire     FMV
Europe (Including Iceland and Greenland) External Project Funding 35,000 wire     FMV
Europe (Including Iceland and Greenland) External Project Funding 53,250 wire     FMV
Europe (Including Iceland and Greenland) External Project Funding 323,050 wire     FMV
Europe (Including Iceland and Greenland) External Project Funding 35,000 wire     FMV
Europe (Including Iceland and Greenland) External Project Funding 26,000 wire     FMV
Middle East and North Africa External Project Funding 25,000 wire     FMV
North America (Canada & Mexico only) External Project Funding 450,000 wire     FMV
South America External Project Funding 120,000 wire     FMV
Sub-Saharan Africa External Project Funding 50,000 wire     FMV
Sub-Saharan Africa External Project Funding 262,222 wire     FMV
Sub-Saharan Africa Human Story Grant 603,800 wire     FMV
Central America and the Caribbean Research Grant 5,000 wire     FMV
Central America and the Caribbean Research Grant 8,000 wire     FMV
Central America and the Caribbean Research Grant 20,000 wire     FMV
East Asia and the Pacific Research Grant 38,158 wire     FMV
East Asia and the Pacific Research Grant 9,814 wire     FMV
East Asia and the Pacific Research Grant 9,998 wire     FMV
East Asia and the Pacific Research Grant 29,800 wire     FMV
East Asia and the Pacific Research Grant 50,000 wire     FMV
East Asia and the Pacific Research Grant 10,000 wire     FMV
East Asia and the Pacific Research Grant 40,000 wire     FMV
East Asia and the Pacific Research Grant 5,779 wire     FMV
East Asia and the Pacific Research Grant 40,985 wire     FMV
East Asia and the Pacific Research Grant 5,150 wire     FMV
East Asia and the Pacific Research Grant 30,000 wire     FMV
East Asia and the Pacific Research Grant 25,165 wire     FMV
East Asia and the Pacific Research Grant 47,300 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 41,100 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 5,000 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 139,562 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 18,926 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 29,940 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 27,048 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 35,000 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 29,999 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 9,620 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 36,000 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 49,947 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 7,440 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 10,000 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 28,197 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 29,147 wire     FMV
Europe (Including Iceland and Greenland) Research Grant 47,420 wire     FMV
Middle East and North Africa Research Grant 7,980 wire     FMV
Middle East and North Africa Research Grant 34,650 wire     FMV
North America (Canada & Mexico only) Research Grant 56,400 wire     FMV
North America (Canada & Mexico only) Research Grant 19,780 wire     FMV
North America (Canada & Mexico only) Research Grant 97,725 wire     FMV
North America (Canada & Mexico only) Research Grant 28,500 wire     FMV
North America (Canada & Mexico only) Research Grant 6,000 wire     FMV
North America (Canada & Mexico only) Research Grant 8,000 wire     FMV
Russia and Neighboring States Research Grant 28,260 wire     FMV
South America Research Grant 50,000 wire     FMV
South America Research Grant 29,957 wire     FMV
South America Research Grant 29,950 wire     FMV
South America Research Grant 55,000 wire     FMV
South America Research Grant 20,000 wire     FMV
South America Research Grant 69,950 wire     FMV
South America Research Grant 9,949 wire     FMV
South Asia Research Grant 62,102 wire     FMV
South Asia Research Grant 45,000 wire     FMV
South Asia Research Grant 39,363 wire     FMV
South Asia Research Grant 5,000 wire     FMV
South Asia Research Grant 8,850 wire     FMV
South Asia Research Grant 7,925 wire     FMV
South Asia Research Grant 9,982 wire     FMV
South Asia Research Grant 10,000 wire     FMV
South Asia Research Grant 28,000 wire     FMV
South Asia Research Grant 34,700 wire     FMV
Sub-Saharan Africa Research Grant 8,000 wire     FMV
Sub-Saharan Africa Research Grant 65,000 wire     FMV
Sub-Saharan Africa Research Grant 9,750 wire     FMV
Sub-Saharan Africa Research Grant 138,780 wire     FMV
Sub-Saharan Africa Research Grant 25,900 wire     FMV
Sub-Saharan Africa Research Grant 10,000 wire     FMV
Sub-Saharan Africa Research Grant 10,000 wire     FMV
Sub-Saharan Africa Research Grant 14,367 wire     FMV
Sub-Saharan Africa Research Grant 5,000 wire     FMV
Sub-Saharan Africa Research Grant 5,000 wire     FMV
Sub-Saharan Africa Research Grant 36,093 wire     FMV
Sub-Saharan Africa Research Grant 16,000 wire     FMV
Sub-Saharan Africa Research Grant 100,000 wire     FMV
Sub-Saharan Africa Research Grant 30,000 wire     FMV
Sub-Saharan Africa Research Grant 27,500 wire     FMV
Sub-Saharan Africa Research Grant 6,000 wire     FMV
Sub-Saharan Africa Research Grant 6,500 wire     FMV
Sub-Saharan Africa Research Grant 9,810 wire     FMV
Sub-Saharan Africa Research Grant 9,938 wire     FMV
Sub-Saharan Africa Research Grant 50,000 wire     FMV
Sub-Saharan Africa Storytelling Grant 75,000 wire     FMV
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
98
3 Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2020
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Schedule F (Form 990) 2020Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
Early Career Grants Europe (Including Iceland and Greenland) 1 10,000 Wire     FMV
Storytelling Grants South America 1 5,000 Wire     FMV
Google Science Fair South Asia 2 14,780 Wire     FMV
Early Career Grants South Asia 1 10,000 Wire     FMV
Early Career Grants North America (Canada & Mexico only) 1 10,000 Wire     FMV
Early Career Grants Sub-Saharan Africa 2 20,000 Wire     FMV
Early Career Grants South America 1 10,000 Wire     FMV
Conservation South America 1 25,000 Wire     FMV
Conservation Sub-Saharan Africa 1 25,000 Wire     FMV
COVID Emergency Funding East Asia and the Pacific 2 13,229 Wire     FMV
COVID Emergency Funding Europe (Including Iceland and Greenland) 5 35,600 Wire     FMV
COVID Emergency Funding Russia and Neighboring States 1 7,790 Wire     FMV
COVID Emergency Funding Sub-Saharan Africa 2 16,000 Wire     FMV
Research Grants Central America and the Caribbean 2 13,140 Wire     FMV
Research Grants East Asia and the Pacific 24 304,807 Wire     FMV
Research Grants Europe (Including Iceland and Greenland) 57 1,032,935 Wire     FMV
Research Grants Middle East and North Africa 3 50,085 Wire     FMV
Research Grants North America (Canada & Mexico only) 21 374,127 Wire     FMV
Research Grants Russia and Neighboring States 2 12,700 Wire     FMV
Research Grants South America 33 634,425 Wire     FMV
Research Grants South Asia 25 279,274 Wire     FMV
Research Grants Sub-Saharan Africa 35 654,834 Wire     FMV
Storytelling Grants Europe (Including Iceland and Greenland) 1 74,995 Wire     FMV
Storytelling Grants North America (Canada & Mexico only) 1 112,500 Wire     FMV
Storytelling Grants Russia and Neighboring States 1 33,888 Wire     FMV
Storytelling Grants South Asia 1 75,000 Wire     FMV
Storytelling Grants Sub-Saharan Africa 1 103,750 Wire     FMV
Schedule F (Form 990) 2020
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Schedule F (Form 990) 2020
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2020
Page 5
Schedule F (Form 990) 2020
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds The National Geographic Society FUNDS GRANTS ACROSS THE FIELDS OF CONSERVATION, EDUCATION, RESEARCH, STORYTELLING AND TECHNOLOGY. GRANT PROPOSALS ARE REVIEWED BY NATIONAL GEOGRAPHIC STAFF EXPERTS, AN EXTERNAL PANEL OF GLOBAL SUBJECT MATTER EXPERTS AND AN EXECUTIVE COMMITTEE WHO RECOMENDS GRANTS FOR APPROVAL. When outside expertise is required to meet the impact objectives of a specific program, we often award grants outside of the grants committee process. Any grants awarded outside of the grants committee pipeline are considered "External Project Funding." Such grants are subject to an internal review process that evaluates the expertise of the grantee, the methodology for executing the work, and the overall contribution to programmatic objectives. Once the grantee is selected, the entire project - including grant funding - is submitted for approval by the NGS senior team through the "Spend Approval Process." Grants approved through this process are subject to reporting requirements above and beyond those required of standard grantees. THE GRANT RECIPENTS ARE REQUIRED TO SIGN A GRANT AGREEMENT AND SUBMIT REPORTING INCLUDING A FINANCIAL ACCOUNTING OF FUNDS SPENT TO ENSURE THAT THE GRANT FUNDS ARE PROPERLY USED AND ACCOUNTED FOR. THE FOLLOWING IS A DETAILED DESCRIPTION: WHEN A NATIONAL GEOGRAPHIC SOCIETY GRANT APPLICATION HAS BEEN APPROVED, PAYMENT IS ISSUED ONCE THE SOCIETY HAS RECEIVED THE FOLLOWING COMPLETED, SIGNED DOCUMENTS FROM THE GRANTEE: 1) APPROPRIATE TAX FORM. ALL GRANTEES WHO ARE NOT US CITIZENS ARE REQUIRED TO SIGN AND SUBMIT THE APPROPRIATE TAX FORM (FORM W-8) FOR WORK CONDUCTED WHOLLY OUTSIDE THE US. 2) GRANT AGREEMENT. ALL GRANTEES MUST COMPLETE AND SIGN A GRANT AGREEMENT, WHICH INCLUDES DUE DATES FOR RESEARCH REPORTS AND FINANCIAL REPORTS (GENERALLY DUE WITHIN SIX MONTHS OF COMPLETION OF THE FIELD WORK.) BY SIGNING THE GRANT AGREEMENT, THE GRANTEE AGREES TO SUBMIT A FINAL NARRATIVE REPORT AND A FINANCIAL ACCOUNTING OF THE GRANT MONIES SPENT BEFORE THE INDICATED SUBMISSION DEADLINE. GRANTEES ALSO CERTIFY TO PARAGRAPHS 16 & 17 (COPIED BELOW) THAT THEY WILL NOT PROMOTE TERRORISM AND WILL COMPLY WITH FOREIGN TRADE CONTROLS: 17. CERTIFICATION. BY COUNTERSIGNING THIS AGREEMENT, YOU CERTIFY THAT YOUR ORGANIZATION DOES NOT AND WILL NOT PROMOTE OR ENGAGE IN VIOLENCE OR TERRORISM, NOR WILL YOUR ORGANIZATION MAKE SUB-GRANTS OR OTHER PAYMENTS TO ANY ENTITY THAT ENGAGES IN SUCH ACTIVITIES. 17 U.S. FOREIGN TRADE CONTROLS. BY COUNTERSIGNING THIS AGREEMENT, I OR GRANTEE ACKNOWLEDGE THAT I AM AWARE OF, AND AGREE TO COMPLY FULLY WITH, U.S. FOREIGN TRADE CONTROLS THAT GOVERN TRAVEL TO, AND TRANSACTIONS WITH, COUNTRIES SUCH AS CUBA, IRAN, SUDAN, SYRIA, NORTH KOREA, CRIMEA TERRITORY, AND OTHER U.S.-SANCTIONED COUNTRIES, INCLUDING ANY SUCH CONTROLS THAT MAY BE IMPOSED IN THE FUTURE DURING THE PERIOD OF THE GRANT. SPECIFICALLY, I ACKNOWLEDGE THAT I AM AWARE OF AND AGREE TO COMPLY WITH THE REGULATIONS OF THE U.S. DEPARTMENT OF THE TREASURY GOVERNING TRAVEL TO AND TRADE WITH COUNTRIES SUBJECT TO U.S. ECONOMIC SANCTIONS (31 CODE OF FEDERAL REGULATIONS PARTS 500-598) AND ALSO WITH THE EXPORT ADMINISTRATION REGULATIONS OF THE U.S. DEPARTMENT OF COMMERCE (15 CODE OF FEDERAL REGULATIONS PARTS 730-774). I ALSO AGREE THAT, BEFORE ANY FUNDS ARE DISBURSED UNDER THIS GRANT, I WILL PROVIDE THE SOCIETY WITH COPIES OF ANY AUTHORIZATIONS FROM THE U.S. TREASURY DEPARTMENT'S OFFICE OF FOREIGN ASSETS CONTROL ("OFAC") NECESSARY TO CARRY OUT THE GRANT, OR COPIES OF CORRESPONDENCE FROM OFAC CONFIRMING THAT NO SPECIFIC AUTHORIZATIONS ARE NECESSARY. I ALSO REPRESENT AND WARRANT TO THE SOCIETY THAT IN SEEKING AUTHORIZATIONS FROM OFAC AND/OR CONFIRMATION THAT NO SUCH AUTHORIZATIONS ARE NECESSARY, I FULLY DISCLOSED THE NATURE OF THE GRANT AND ITS PARTICIPANTS AND IDENTIFIED THE SOCIETY AS A SOURCE OF FUNDING. I ALSO AGREE THAT I WILL KEEP ALL NECESSARY RECORDS TO SHOW THAT I HAVE COMPLIED WITH U.S. FOREIGN TRADE CONTROLS. FINALLY, I ACKNOWLEDGE THAT I HAVE BEEN ADVISED BY THE SOCIETY TO CONSULT WITH MY OWN LEGAL COUNSEL IN CONNECTION WITH MY OBLIGATIONS UNDER U.S. FOREIGN TRADE CONTROLS.GRANTEES ARE REQUIRED TO SUBMIT A CERTIFICATION RELATED TO ETHICAL ISSUES AND THAT THE GRANTEE IS IN COMPLIANCE WITH APPLICABLE ANTI-CORRUPTION LAWS;THEY ALSO CERTIFY THAT THEY HAVE THE PROPER PERMITS TO UNDERTAKE THE PROPOSED FIELD RESEARCH IN THE COUNTRY IN WHICH IT WILL BE CONDUCTED AND THAT NO IMPROPER PAYMENTS OF ANY VALUE HAVE BEEN MADE DURING THE PROCESS OF OBTAINING SUCH PERMITS. ADDITIONALLY, GRANTEES AFFILIATED WITH GOVERNMENT AGENCIES OR PUBLIC INSTITUTIONS ARE SCREENED IN ORDER TO IDENTIFY AND AVOID POTENTIAL CONFLICTS OF INTEREST INVOLVING THE GRANTEE'S OFFICIAL JOB DUTIES AND THE SOCIETY. THE SOCIETY'S FINANCIAL ACCOUNTS PAYABLE SYSTEM ALSO REVIEWS FOR COMPLIANCE WITH FINANCIAL SANCTIONS LIST (THE SDN LIST) COMPLIED AND MAINTAINED BY THE U.S. TREASURY UPON NEW VENDOR SET-UP AND PRIOR TO EACH PAYMENT. ONCE PAYMENT IS ISSUED, IF GRANTEES WOULD LIKE TO ALTER THEIR PROPOSED BUDGET IN ANY WAY THEY MUST SUBMIT THEIR REQUEST TO THE PROGRAM OFFICER. THE REQUEST IS APPROVED OR DENIED AND A RECORD OF THE CHANGE IS ADDED TO THE GRANT FILE. THE GRANTEE MUST SUBMIT THEIR FINAL REPORT AND FINANCIAL ACCOUNTING BEFORE THE DEADLINE INDICATED IN THEIR GRANT AGREEMENT UNLESS AN EXTENSION HAS BEEN REQUESTED IN WRITING AND APPROVED BY THE PROGRAM OFFICER. THE FINANCIAL ACCOUNTING PROVIDES A BREAKDOWN OF THE ACTUAL COSTS OF THE PROJECT AND IS EXPECTED TO PARALLEL THE COSTS PROJECTED IN THE ORIGINAL GRANT APPLICATION BUDGET; ALL DISCREPANCIES MUST BE EXPLAINED. IF THERE ARE UN-EXPENDED GRANT MONIES THEY MUST BE RETURNED TO THE SOCIETY. THE REPORTS COORDINATOR REVIEWS THE FINAL REPORT AND FINANCIAL ACCOUNTING FOR COMPLETENESS AND THEN CIRCULATES BOTH REPORTS TO THE PROGRAM OFFICERS FINAL REVIEW AND APPROVAL. ONCE THE REPORTS ARE APPROVED, THE GRANT IS CLOSED. AN ELECTRONIC COPY OF THE GRANT FILE IS RETAINED, in accordance with the Society's document retention policy, BY THE GRANT OPERATIONS STAFF, WHICH IS THE OFFICIAL REPOSITORY FOR ALL GRANTS RELATED DOCUMENTATION.
Schedule F, Part I, Line 3 Part I investments are valued at year-end book value. Part I program services are calculated on the cash basis. Grants in Parts I, II, & III are valued on the accrual basis.
Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS The National Geographic Society FUNDS GRANTS ACROSS THE FIELDS OF CONSERVATION, EDUCATION, RESEARCH, STORYTELLING AND TECHNOLOGY. GRANT PROPOSALS ARE REVIEWED BY NATIONAL GEOGRAPHIC STAFF EXPERTS, AN EXTERNAL PANEL OF GLOBAL SUBJECT MATTER EXPERTS AND AN EXECUTIVE COMMITTEE WHO RECOMENDS GRANTS FOR APPROVAL. When outside expertise is required to meet the impact objectives of a specific program, we often award grants outside of the grants committee process. Any grants awarded outside of the grants committee pipeline are considered "External Project Funding." Such grants are subject to an internal review process that evaluates the expertise of the grantee, the methodology for executing the work, and the overall contribution to programmatic objectives. Once the grantee is selected, the entire project - including grant funding - is submitted for approval by the NGS senior team through the "Spend Approval Process." Grants approved through this process are subject to reporting requirements above and beyond those required of standard grantees. THE GRANT RECIPENTS ARE REQUIRED TO SIGN A GRANT AGREEMENT AND SUBMIT REPORTING INCLUDING A FINANCIAL ACCOUNTING OF FUNDS SPENT TO ENSURE THAT THE GRANT FUNDS ARE PROPERLY USED AND ACCOUNTED FOR. THE FOLLOWING IS A DETAILED DESCRIPTION: WHEN A NATIONAL GEOGRAPHIC SOCIETY GRANT APPLICATION HAS BEEN APPROVED, PAYMENT IS ISSUED ONCE THE SOCIETY HAS RECEIVED THE FOLLOWING COMPLETED, SIGNED DOCUMENTS FROM THE GRANTEE: 1) APPROPRIATE TAX FORM. ALL GRANTEES WHO ARE NOT US CITIZENS ARE REQUIRED TO SIGN AND SUBMIT THE APPROPRIATE TAX FORM (FORM W-8) FOR WORK CONDUCTED WHOLLY OUTSIDE THE US. 2) GRANT AGREEMENT. ALL GRANTEES MUST COMPLETE AND SIGN A GRANT AGREEMENT, WHICH INCLUDES DUE DATES FOR RESEARCH REPORTS AND FINANCIAL REPORTS (GENERALLY DUE WITHIN SIX MONTHS OF COMPLETION OF THE FIELD WORK.) BY SIGNING THE GRANT AGREEMENT, THE GRANTEE AGREES TO SUBMIT A FINAL NARRATIVE REPORT AND A FINANCIAL ACCOUNTING OF THE GRANT MONIES SPENT BEFORE THE INDICATED SUBMISSION DEADLINE. GRANTEES ALSO CERTIFY TO PARAGRAPHS 16 & 17 (COPIED BELOW) THAT THEY WILL NOT PROMOTE TERRORISM AND WILL COMPLY WITH FOREIGN TRADE CONTROLS: 17. CERTIFICATION. BY COUNTERSIGNING THIS AGREEMENT, YOU CERTIFY THAT YOUR ORGANIZATION DOES NOT AND WILL NOT PROMOTE OR ENGAGE IN VIOLENCE OR TERRORISM, NOR WILL YOUR ORGANIZATION MAKE SUB-GRANTS OR OTHER PAYMENTS TO ANY ENTITY THAT ENGAGES IN SUCH ACTIVITIES. 17 U.S. FOREIGN TRADE CONTROLS. BY COUNTERSIGNING THIS AGREEMENT, I OR GRANTEE ACKNOWLEDGE THAT I AM AWARE OF, AND AGREE TO COMPLY FULLY WITH, U.S. FOREIGN TRADE CONTROLS THAT GOVERN TRAVEL TO, AND TRANSACTIONS WITH, COUNTRIES SUCH AS CUBA, IRAN, SUDAN, SYRIA, NORTH KOREA, CRIMEA TERRITORY, AND OTHER U.S.-SANCTIONED COUNTRIES, INCLUDING ANY SUCH CONTROLS THAT MAY BE IMPOSED IN THE FUTURE DURING THE PERIOD OF THE GRANT. SPECIFICALLY, I ACKNOWLEDGE THAT I AM AWARE OF AND AGREE TO COMPLY WITH THE REGULATIONS OF THE U.S. DEPARTMENT OF THE TREASURY GOVERNING TRAVEL TO AND TRADE WITH COUNTRIES SUBJECT TO U.S. ECONOMIC SANCTIONS (31 CODE OF FEDERAL REGULATIONS PARTS 500-598) AND ALSO WITH THE EXPORT ADMINISTRATION REGULATIONS OF THE U.S. DEPARTMENT OF COMMERCE (15 CODE OF FEDERAL REGULATIONS PARTS 730-774). I ALSO AGREE THAT, BEFORE ANY FUNDS ARE DISBURSED UNDER THIS GRANT, I WILL PROVIDE THE SOCIETY WITH COPIES OF ANY AUTHORIZATIONS FROM THE U.S. TREASURY DEPARTMENT'S OFFICE OF FOREIGN ASSETS CONTROL ("OFAC") NECESSARY TO CARRY OUT THE GRANT, OR COPIES OF CORRESPONDENCE FROM OFAC CONFIRMING THAT NO SPECIFIC AUTHORIZATIONS ARE NECESSARY. I ALSO REPRESENT AND WARRANT TO THE SOCIETY THAT IN SEEKING AUTHORIZATIONS FROM OFAC AND/OR CONFIRMATION THAT NO SUCH AUTHORIZATIONS ARE NECESSARY, I FULLY DISCLOSED THE NATURE OF THE GRANT AND ITS PARTICIPANTS AND IDENTIFIED THE SOCIETY AS A SOURCE OF FUNDING. I ALSO AGREE THAT I WILL KEEP ALL NECESSARY RECORDS TO SHOW THAT I HAVE COMPLIED WITH U.S. FOREIGN TRADE CONTROLS. FINALLY, I ACKNOWLEDGE THAT I HAVE BEEN ADVISED BY THE SOCIETY TO CONSULT WITH MY OWN LEGAL COUNSEL IN CONNECTION WITH MY OBLIGATIONS UNDER U.S. FOREIGN TRADE CONTROLS.GRANTEES ARE REQUIRED TO SUBMIT A CERTIFICATION RELATED TO ETHICAL ISSUES AND THAT THE GRANTEE IS IN COMPLIANCE WITH APPLICABLE ANTI-CORRUPTION LAWS;THEY ALSO CERTIFY THAT THEY HAVE THE PROPER PERMITS TO UNDERTAKE THE PROPOSED FIELD RESEARCH IN THE COUNTRY IN WHICH IT WILL BE CONDUCTED AND THAT NO IMPROPER PAYMENTS OF ANY VALUE HAVE BEEN MADE DURING THE PROCESS OF OBTAINING SUCH PERMITS. ADDITIONALLY, GRANTEES AFFILIATED WITH GOVERNMENT AGENCIES OR PUBLIC INSTITUTIONS ARE SCREENED IN ORDER TO IDENTIFY AND AVOID POTENTIAL CONFLICTS OF INTEREST INVOLVING THE GRANTEE'S OFFICIAL JOB DUTIES AND THE SOCIETY. THE SOCIETY'S FINANCIAL ACCOUNTS PAYABLE SYSTEM ALSO REVIEWS FOR COMPLIANCE WITH FINANCIAL SANCTIONS LIST (THE SDN LIST) COMPLIED AND MAINTAINED BY THE U.S. TREASURY UPON NEW VENDOR SET-UP AND PRIOR TO EACH PAYMENT. ONCE PAYMENT IS ISSUED, IF GRANTEES WOULD LIKE TO ALTER THEIR PROPOSED BUDGET IN ANY WAY THEY MUST SUBMIT THEIR REQUEST TO THE PROGRAM OFFICER. THE REQUEST IS APPROVED OR DENIED AND A RECORD OF THE CHANGE IS ADDED TO THE GRANT FILE. THE GRANTEE MUST SUBMIT THEIR FINAL REPORT AND FINANCIAL ACCOUNTING BEFORE THE DEADLINE INDICATED IN THEIR GRANT AGREEMENT UNLESS AN EXTENSION HAS BEEN REQUESTED IN WRITING AND APPROVED BY THE PROGRAM OFFICER. THE FINANCIAL ACCOUNTING PROVIDES A BREAKDOWN OF THE ACTUAL COSTS OF THE PROJECT AND IS EXPECTED TO PARALLEL THE COSTS PROJECTED IN THE ORIGINAL GRANT APPLICATION BUDGET; ALL DISCREPANCIES MUST BE EXPLAINED. IF THERE ARE UN-EXPENDED GRANT MONIES THEY MUST BE RETURNED TO THE SOCIETY. THE REPORTS COORDINATOR REVIEWS THE FINAL REPORT AND FINANCIAL ACCOUNTING FOR COMPLETENESS AND THEN CIRCULATES BOTH REPORTS TO THE PROGRAM OFFICERS FINAL REVIEW AND APPROVAL. ONCE THE REPORTS ARE APPROVED, THE GRANT IS CLOSED. AN ELECTRONIC COPY OF THE GRANT FILE IS RETAINED, in accordance with the Society's document retention policy, BY THE GRANT OPERATIONS STAFF, WHICH IS THE OFFICIAL REPOSITORY FOR ALL GRANTS RELATED DOCUMENTATION.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2020
Additional Data


Software ID: 20011424
Software Version: 2020v4.0