Return of Organization Exempt From Income...
Transcript of Return of Organization Exempt From Income...
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~ Section so7(c)j3) organizations and 4947(s)(1) nonexempt charitable trusts mutt mach a completed Schedule A (Form 990 or 990-E2)
H and I ale not applicable to section 527 organ¢ahons H(a) Is this a group return for affiliates? Yes No H(h) If Yes; enter number of aflilates" H(c) lveallaffiliates included7 N/A 0 Yes ~ No
in No,- attach a list) H(d) Is this a separate return filed by an or-
aanvahon covered by a orauo rulina? n Yea n No
J Organization type luesaoyaoel1110- LXf501(C)( 3 ) '411 0^~+--) Lf4947(a)(1)orL,.J52 K Check here " 0 it the organization's gross receipts are normally not more than $25,000 The
organization need not file a return with the IRS, but d the organization received a Farm 990 Package in the mail, it should file a return without financial data Some states require a complete return
M Check 1 U it the organization is not required to attach Sch B (Form 990,990-EZ,or990-PF)
13 Program services (from line 44, column (B)) 11 ' ~ ̀ - 14 Management and general (from line 44, column (C)) I i 7 2043 15 Fundraising (homline 44,column (D)) to NOV 16 Payments to affiliates (attach schedule)
18 Excess or (deficit) for the year (Subtract line 17 from line 12) 18 2 , 876 . 546 . d19 Net assets or tuna balances al beginning of year (from line 73, column (A)) 19 1 589 , 691 . 228 . 20
20 Other changes innetassets orfund balances (attachexplanaUOn) See Statement 4 20 1 <32 , 806 . 724 . 21 Net assets or fund balances at end al year combine lines 18, 79, and 20 21 1 559 . 761 . 050 .
o X03 LHA Far Paperwork Reduction Act NoLCe, gee the separate instructions Form 990 (2002) 1
09551112 796206 NGSOC 2002 .06000 NATIONAL GEOGRAPHIC SOCIETY NGSOC 1
Return of Organization Exempt From Income Tax Form ~~0 Under section SOt(e), 527, or 4947(a)(1) of the Internal Revenue Code (except blade loop Deqanmmt of tlia Tra-avy benefit trust or private foundation)
�� R~� , ~ " The organization may have to use a copy of this return to satisfy state reporting requirements A For the 2002 calendar year, or tax year pai B ~e~ t pinn C Name of organization vpl~i. I I
7 Ad&M I--- =0 wotNATIONAL GEOGRAPHIC SOCIETY Number and street (or P 0 box A mail is not delivered to street address) 0 S.
=1145 17TH ST . NW
Employer identification number
RaortVsude I E Telephone number
Part I Kevenue, txpenses, and Changes in Net Assets or Fund Balance t Contributions, gifts, grants, and similar amounts received
a Direct public support 0 1a h Indirect public support N c Government contributions (grants) d Total (add lines 1a through 1c) (rash $ 17 , 963 , 074 . nonwsh $
V 2 Program service revenue including government tees and contracts (from Part VII, line 93) 3 Membership dues and assessments 0 4 Interest on savings and temporary cash investments
~ 5 Dividends and interest from securities L'6'I 6 a Gross rents See Statement 1 6a
6 Less rental expenses See Statement 2 6b c Net renal income or (loss) (subtract line 6b from line 6a)
7 Other investment income (describe B a Gross amount from sale of assets other (A) Securities
than inventory 163 719 000 . 8a 6 Less cost or other basis and saes expenses 166 , 90 3 , 315 . eb s Gain or (doss) (attach schedule) < 3 18 4 315 . 8c d Net pain or (loss) (combine line Bc, columns (A) and (B)) S tillt 3
9 Special events and activities (attach schedule) a Gross revenue (not including $ of contributions
reported on line la) 9~ b Less direct expenses other than fundrasinp expenses 9b c Net income or (loss) from special events (subtract line 9b from line 9a)
10 a Gross sales of inventory, less returns and allowances 10a b Less cost of goods sold tOb c Gross grout or (loss) from sales of inventory (attach schedule) (subtract line 10b from line 10a)
11 Other revenue (from Part VII, line 103)
re reqwred for secuon 5 s but optional for others Management and eneral
tement 5
(0) Fundraising (A) Total
22 Grants and allocations (attach schedule) «,n $8820121 . ~«pi,iir,s
23 Specific assistance to individuals (attach schedule) 24 Benefits paid to or for members (attach schedule) 25 Compensation of officers, directors, etc 26 Other salaries and rapes 27 Pension plan contributions 28 Other employee benefits 29 Payroll taxes 30 Professional fundraising fees 31 Accounhing fees 32 Legal fees 33 Supplies 34 Telephone 35 Postage and shipping 36 Occupancy 37 Equipment rental and maintenance 38 Printing and publications 39 Travel 40 Conferences, conventions, and meetings 41 Interest 42 Depreciation, depletion, etc (attach schedule) 43 Other expenses not covered above (itemize)
SEE EXHIBIT G b Ln .42 Depreciation c detail SEE d EXHISIT F e
What is the organizahon's primary exempt purpose? Program Service
r.nenses blhrationa Issued ac IN== (Required la 50 1(c)(3) e me amount of paste and (q) api ma 4o47(aX
"US but optimal for Ott
d
Z 16251111 796206 NGSOC 2002 .06000 NATIONAL GEOGRAPHIC SOCIETY NGSOC 1
Part II -naiemenc or All c 0 Functional Exuenses and Page 2
44 oioinimeomcamo[etiocuiumn;iA}NJ cmflueselmastGlnni3i51441431,364,Z9S .1401 .340,425 .1 27 992 531 .1 1,631, Joint Costs Check 00- 0 if you are following SOP 98-2 Are any pint costs from a combined educational campaign and fundraising solicitation reported in (B) Program services? " LD Yes [91 Na II Yes; enter (q the aggregate amount of these point costs L , (u) the amount allocated to Program services $
al apinlxe4ona must EK4i W Ne4 exempt Purpose sCiievanOn4 In " clear arid CMdss marvi> Slate Ns numES of c ac~iwamsiU Net ae not msavnaEls (3MbnAi(tX7) end (~) QO~~~a miE "W 7(~7) ~~~Pt rMitable trust
a
c
f Total of Program Service Expenses (should equal line 44, column (B), Program services) " 402,340,425 . oi3zz-0a Form 990(2002)
Form 990(2002) NATIONAL GEOGRAPHIC SOCIETY .53-0193519 Page 9
Part IV Balance Sheets
UI (B) Beginning of year End of year
:2 845 285 . 4s 5 , 616 , 299 . 15 , 619 , 563 . 46 34 541 193 .
i8 213 504 . 47e 69 953 423 .
4BC 49
1 , 165 , 000 . so 750 000 .
l5 , 000 , 000 . 51e !7 , 808 , 366 . s2 33 779 696 . i7 , 453- . 553 . 53 61 783 155 . i8 627 000 . s4 380 115 000 .
2 , 263 , 277 . ssa 2 , 606 , 313 . )3 , 933 , 915 . s6 273 661 209 .
;5 . 118 , 810 . 57e 69 915 106 . 58
72 355 703 . 5s 932 721 394 . 11 , 647 , 903 . 60 46 846 031 . 1 , 493 , 394 . 61 23 , 954 . L6 , 708 , 458 . 62 207 056 359 .
63
60 Accounts payable and accrued expenses
61 Grams payable
62 Deferred revenue m F m 63 Loans from officers, directors, trustees, and key employees
a 61 a lax-exempt hood liabilities $tIllt 11
b Mortgages and other notes payable
65 Other liabilities (describe 110- See Statement 12 _ )
Organizations that follow SFAS 117, check here " LXJ and complete lines 67 through 69 and lines 73 and 74
- - ~ ., 67 unrestricted 561 546 228 . 67 530 998 41 : 68 Temporarily restricted 7 , 455 , 000 . 68 7 823 06!
m° 69 Permanently restricted 20 690 000 . 69 20 939 57! Organizations that do not follow SFAS 717, check here " 0 and complete lines
70 through 74 70 Capital stock trust principal, or current funds 70 71 Paid-in or capital surplus, or land, building, and equipment fund 77 72 Retained earnings, endowment, accumulated income, or other funds 72 79 Total net assets or fund balances (add lines 67 through 69 0r lines 70 through 72,
column (A)must equal line l9;column (B)must equal line 21) 589 , 6 9 1 , 228 . 79 559 761 051 1 74 Total lie6dihesendnetesaeb/hndbalances (addlines 66and73) . . . . _ . 9355,703 . 7~ 932 .721,39
Form 990 a available for public inspection and, for some people, serves as tie primary or sole source of inlormation about a particular organization How the public perceives an organization in such cases may 6e determined by the inlormauon presented on its return Therefore, please make sure the return is complete and accurate and fully describes, in Part Ill, the organization's programs and accomplishments
3 11361017 796206 NGSOC 2002 .06000 NATiONAT, GEOGRAPHIC SOCIETY NrGn(I 1
Note Where required, attached schedules and amounts within the description column should be for end-of-year amounts only
15 Cash-non-interest-bearing 46 Savings and temporary cash investments
47 a Accounts receivable b Less allowance for doubtful accounts
48 a Pledges receivable b Less allowance far doubtful accounts
49 Giants receivable 50 Receivdbles from officers, directors, trustees,
and key employees Statement 7 m 51 a Other notes and loans receivable
b Less allowance for doubtful accounts 52 Inventories for sale or use 53 Prepaid expenses and deterred charges 51 Investments-securities Stmt 8 $tmt 9 . 0 Cost [I] FMV 55 a Investments - land, buildings, and
equipment basis 1 55a ~ 6,590,035
b Less accumulated depreciation I 55b I 3 . 953 . 7 l 56 Investments - other See Statement 10 57 a Land, buildings, and equipment basis 57A 174 510 03
b Less accumulated depreciation 57b 104 594 93 68 Other assets (describe
ssaozi of-aw
S
rceconciiiacion or txpenses per Auanea Financial Statements with Expenses per
s (List each one even it not compensated average hours (C) Compensation (DLG devoted to /II not Paid . enter (A) Name and address
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
See Statement 13 --------------------------------- ---------------------------------
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75 Did any officer, director, trustee, or key employee receive aggregate compensation of more than $100,000 from your organization and all related StMt 14 organizations, of which more than $10,000 was provided by the related organizations? If Yes; attach schedule 10. EflVex ONO Farm 990 (2002)
zz=1 01 u~
. . Form 990 (20021
MEGOI1C1118TIOI1 OT FIQV2f1Ue per AUOISBO Financial Statements with Revenue per
a Total revenue, gains, and ocher support per audited financial statements
D Amounts included on line a but not on line 12, form 990
(1) Net unrealized gains on investments $ <35847137 .
(2) Donated services and use of facilities $
(9) Recoveries of prior year grants E
(4) Other (specify) S
Add amounts on lines (1) through (4) 1 e Line o minus line b d Amounts included an line 12, Form
990 but not on line a
(1) Investment expenses not included an line 6b, Form 990 $
(2) Other (specify)
Add amounts on lines (1) and (2) e Total revenue per line 12, Form 990
(line c plus line E Part V List of Officers . Directors .'
Total expenses and losses per audited financial statements Bo.
b Amounts included on line a but not on line 77, Form 990
(1) Donated services and use of facilities =
(2) Prior year adjustments reported an line 20, Form 990 E
(3) Losses reported on line 20, Form 990 $
(4) Other (specify)
Add amounts on lines (1) through (4) Do. c Line a minus line b d Amounts included an line 17, Form
990 but not on line e
(t) Investment expenses not included on line 66, Farm 990 =
(2) Other (specify)
Add amounts on lines (1) and (2) 1111, e Total expenses per line 17, Form 990
f,
17031017 796206 NGSOC 2002 .06000 NATIONAL GEOGRAPHIC SOCIETY NGSOC 1
Form 990
78 Did the organization engage in any activity not previously reported W the IRS? If Yes; attach a detailed descriphon of each acUvAy 77 Were any changes made m the organizing or governing documents but not reported to the IRS?
If Yes; attach a conformed copy of the changes 78 a Did me organization have unrelated business gross income of $1,000 or more during the year covered by this return?
6 If Yes; has it filed a tax return on Form 99PT for the yeah 79 Was there a liquidation, dissolution, termination, or substantial contraction during the year?
II Yes; attach a statement 80 o Is the organization related (other than by association with a statewide or nationwide organization) through common membership,
governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization? b II Yes; enter the name ofNeorganization " See Statement 15
and check whether it a ED exempt or 0 nonexempt 81 a Enter direct or indirect polNCal expenditures See line 81 instructions ~ 818 ~ 0
b Did the orpanizahon file Form 1120-POL for the yeas? 82 a Did the organization receive donated services or the use of materials, equipment, or facilities at no charge or at substantially less than
fair rental value? b If Yes; you may indicate the value of these items here Do not include this amount as revenue in Part I or as an
expense in Part II (See instructions m Part III ) I 82b ~ N/A 89 a Did the organization compy with the public inspection requirementsfor returns and exemption applications?
b Did the orpannzahon comply with the disclosure requirements relating to quid pro quo contributions? 84 a Did the orpanva4on solid any contributions or gifts that were not fax deductible? N/A
b If Yes; did the arqanivahan include with every solicitation an egress statement that such contributions or gifts were not tax deductible?
85 507(c)(4), (5), or (6) organizations a Were substantially all dues nondeductible by members? N/], b Did the organization make only in-house lobbying expenditures al $2,000 or less? N/A
If Yes' xas answered to either 85a or 85b, do not complete 85c through 85h below unless the organization received a vrarver for proxy tax owed for the prior year
e Dues, assessments, and similar amounts from members ~ BSc ~ N/A d Section 162(e) lobbying and political expenditures BSd N/A e Aggregate nondeductible amount al section 6033(e)(1)(A) dues notices 85e N/A 1 Taxable amount of lobbying and poldral expenditures (line BSd less 85e) ~ 85t N/A p Does the organization elect to pay the section 6033(e) tax an the amount on line 85t? NIA h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85f to it reasonable estimate of dues
allocable to nondeductible lobbying and polNCal expenditures for the following fax year? N/A 86 501(c)(n organizations Enter a Initiation lees and capital contributions included on line 12 86a N/A
b Gross receipts, included on line 12, for public use of club facilities 866 N/A 87 501(c)(12) organizations Enter a Gross Income from members or shareholders 87a N/A
b Grass income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them ) 87b N/A
88 At any time during the year, did the organization own a 50% or greater Interest m a taxable corporation or partnership, or an entity disregarded as separate from the organization under Regulations sections 3017701-2 and 3017701-3? It Yes; complete Fart IX 88 X
891 501(c)(3) organizations Enter Amount of tax Imposed on the organization during the year under section 4911 . 0 . , section 4912 . 0 . , section 4955 . 0 .
b 501(c)(3) and 507(c)(4) organizations Did the organization engage m any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?
If Yes; attach a statement explaining each transaction 89b ] X c Enter Amount of fax Imposed an the orpanlnbon managers or disqualified persons during the year under
sections 4912, 4955, and 4958 1 0, d Enter Amount of tax on tine 89c, above, reimbursed by the organization 0 .
BO a List the states with which a copy of the return is filed " SEE E7{FiIBIT H b Number of employees employed in the pay period that includes March 12, 2002 ~ 906 ~ 110 5
91 The books are in careol 00- MICHAEL J . COLE Telephaneno " 202-775-6150
Lacatedat " 1145 17TH ST . NW WASHINGTON DC ZIP+4 . 20036
92 Section 49470(1) nonexernpi charitable trusts riling Form 990 m lieu of Form 1041- Check here and enter the amount of tax-exempt Interest received or accrued during the tax year " 1 92 ~ N/A
Form 990 (2002)
Note Enter gross amounts unless otherwise indicated 99 Program service revenue a EXHIBIT D b PERIODICAL ADVERTISING e TRADE BOOR SALES d e f Medicare/Medicaid payments p Fees and contracts from government agencies
94 Membership dues and assessments 95 Interest on savings and temporary cash investments 96 Dividends and interest from securities 97 Net renal Income or (loss) from real estate a debt-financed property b not debt-financed properly
98 Net rental income or (loss) from personal property 99 Other investment income 700 Gain or (loss) from sales al assets
other than inventory 101 Net income or (loss) ham special events 102 Gross profit or (loss) from sales o1 inventory 109 Other revenue
e ROYALTIES b ROYALTIES e d e
1 W Subtotal (add columns (B), (D), and (E)) 705 Total (add line 104, columns (B), (D), and (E)) Note Line 105 nNs line id. Part l. should equal the am
(E) Related or exempt function income
le 32 al the instructions Line No E~hin how each activity for which income a reported in column (E) of Part VII contributed importantly to the accomplishment of the orqanimhon's
exempt purposes (other than by providing funds tar such purposes)
instructions
Name, of
(a) Did the orpan"hon, duri p the year, receive any lands, directly or indirectly, to (b) Did the orpanvaUon, du p the year, pay premiums, directly or indirectly, on a Note If 'Yes' f de 8870 end Form 4720 (see instructions)
Please ea, a oo "e a mm i urn ~a 6aee m .n mrami Sign ' Here , Signature al officer Date
Paid PreDarer's signature 1 ~+Y7
Prepuers F�� ,,�,e �,(Q RPMG LLP Use Only it pi~ '1660 International Dr .
zxs,e1 '°~'"a �.., m . . McLean . VA 22102
17031017 796206 NGSOC 2002 .06000
U I
Form 990 (20021 RAPHIC SOCIETY trvities See DaOe 31 of the mstrucuans Zre ated bu :loess income Exwe.e ..awe 512 . 313
aBusiness (B) (C) (D) code code Amount ~~ Amount
SCHEDULER Organization Exempt Under Section 501(c)(3) (Form 990 a 890-EZ) (Except Private Foundation) end Section 501(e), 501(Q, 501(k),
SOt(n), or Section 4947(x)(1) Nonexempt Charitable Trust 0.p~l of 0. r~ Supplementary Information-(See separate instructions .) InirrW Rwenue s~ li~ MUST be completed by the above organizations end attached to then Form 980 or 890-EZ Name of the orpanuaLOn f
NATIONAL GEOGRAPHIC SOCIETY !
OMB No 7515~7
LOOL
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (See pope 1 of the instructions List each one. II there are none, enter 'None') (a) Name and address of each employee paid (b) i e an average ours ~~ ~^~~^" a (e
more than $50,000 per week devoted to (c) Compensation °"a'° m ea,.m o~a~ v,�a acco oosrtion
. ASSOC .
.L-TIME 3'.
594 it Contractors for P If there are none. enter 'None or
(b) Type of service I (c) Compensation
Total number of others receiving aver
223,0w, zzaa LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 and Form 990-EZ 7
16251111 796206 NGSOC 2002 .06000 NATIONAL GEOGRAPHIC SOCIETY NGSOC 1
STEPHEN GIANNETTI
ANDREA VAUGHAN
DAWN DREW
JOHN GERALD HUBER
SEAN FLANAGAN
Toul number of other employees paid
Compensation of the Five Highest Paid
MGR .
. MGR .
. MGR .
. DIR .
(a) Name and address of each independent contractor paid more than $50,000
INVESCO MANAGEMENT
LAGOMARSIN01_DEMPSEY~_ &_DENNIS INC
STRATEGIC INVESTMENT MANAGEMENT
HOLLAND & KNIGHT LLP
HOGAN & HARTSON LLP
Schedule A (Form 990 or 990-EZ) 2002
Part III Statements About Activities (See page 2 of me instructions .) No
19 El M organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations described in 111 lines 5 through 12 above, or 121 section 501(c)(4), (5), or 161. d then meet the test of section 509(a)(2) (See section 509(a)(3) )
Provide the following information about the supported organizations (See page 5 of the instructions )
(e) Name(s) of supported orpanizabon(s) (6) Line number
from above
14 M M organization organized and operated to test to public safety Section 509(a)(4) (See page 5 al the instructions) Schedule A (Form 990 or B80-EZ) 2002
223111 o1-azai
Schedule A (Form 990 or 99o-EZ) 2002
1 During the year, has the organization attempted to influence national, state, or local legislation, including any attempt to influence public opinion on a legislative matter or referendum? If Yes,' enter the total expenses paid or incurred in connection with the lobbying activities " a $ 3 . 715 . (Mutt equal amounts oo line 38, Part VI-A, or line 10l Part VI-B.) Organizations that made an election under section W 1(h) by filing Form 5768 must complete Part VI-A. Other organizations checking Yes; must complete Part VI-B AND attach a statement pmnp a derailed description of the lobbying activities
2 During the year, has the organization, enter directly or indirectly, engaged in any of the following acts with any substantial contributors, trustees, directors, officers, creators, key employees, or members of their families, or with any taxable organization with which any such person is affiliated as an officer, director, trustee, majority owner, or principal beneficiary? (I! the answer to my question s 'Yes,' attach e detailed statement explaining the transactions )
e Sale, exchange, or leasing of property?
D Lending of money or other extension of credit? .SE- c. $"TM "I- -]
c Furnishing of goods, services, or facilities?
d Payment of compensation (or payment or reimbursement of expenses if more than $1,000)7 See Part V, $prm 9 9 0
e Transfer of any pan of it income or assets?
9 Does the organization make grants for scholarships, fellowships, student loans, etc? (See Note below ) 4 Do you have a section 403(6) annuity plan for your employees? Note Attach a statement to explain how the organization determines that mdrviduals or organizations recemng grants w bans from R in furtherance o! it charitable programs 'quality' to reserve payments See Statement 1 7 Part IV Reason for Non-Pnvate Foundation Status (See gapes 3 through 5 of the instructions The organization is not a private foundation because d is (Please check only ONE applicable box) 6 [~] A church, convention of churches, or association of churches Section 170(b)(1)(A)(i) 8 0 Aschool Section 170(b)(1)(A)(n).(Alsocomplete Part V) 7 0 A hospital or a cooperative hospital service organization Section 170(b)(1)(A)(in) 8 D A Federal, state, or local government or governmental und. Section 170(b)(1)(A)(v) 9 0 A medical research organization operated in conjunction with a hospital. Section 170(6)(1)(A)(ni) Enter the hospital's name, airy,
end jute f0 D M organization operated tar the 6enefrt of a college or unrversM owned w operated by a governmental unit Section 170(b)(1)(A)(N)
(Also complete the Support Schedule in Pare IV-A.) 11a ED M organization that normally reserves a substantial part of its support from a governmental and or from the general public
Section 170(b)(1)(A)(vi) (Also complete the Support Schedule in Part IV-A.) 716 D A community trust Section 170(b)(1)(A)(w) (Also complete the Support Schedule in Part IV-A.) 12 ~ M organization that normally reserves (1) more thin 99 7/9% of it support from contributions, membership fees, and gross
receipts from aclmues related to its charitable, etc, functions- subject to certain exceptions, and (2) no more thin 991/9% of its support from gross investment income and unrelated business ramble Income (less section 511 tax) from businesses acquired by the organization otter June 30, 1975. See section 509(a)(2) (Also complete the Support Schedule in Part IV-A)
checked a box on line 10, 11, or 12 ) Use
26 Enter 15'0 of line 23 26 Organizations described on lines 10 or t t a Enter 2Ya of amount in column (e), line 24 lo.
b Prepare a list for your records to show the name of and amount contributed by each person (other than a governmental and or publicly supported organization) whose total gifts for 1998 through 2001 exceeded the amount shown in line 26a . Do not file this list with your retain Enter the sum of all these excess amounts 00.
e Total support for section 509(a)(1) lest Enter line 24, column (e) d Add Amounts from column (e) for lines 18 19
22 26b 10. e Public support (line 26c minus line 26d fatal)
28 Unusual Grants : For an organization described in line 10, 71, w 72 that received any unusual grants during 1998 through 2001, prepare a list far your records to show, for each year, the name of the contributor, the date and amount of the grant, and a brief description of the nature of the grant. Do not file this list with your return. Do not include them grants in tine 15.
aatxt of-a-0s None s~wAlrvmuuoaaco-eAZmz 9
Schedule A (Form 990 or
:slender year (or fiscal year ieamnino
in) I
16 Gills, grants, and contributions received (Do not include unusual
17 Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities m any actmry that is related to the organization's
18 Gross income ham interest, dmdends, amounts received from payments on securities loans (sec- tion 512(a)(5)), rents, royalties, any unrelated business taxable income (less section 511 faxes) from businesses acquired by the organization after June 30, 1975
19 Net income ham unrelated busines
it a emended on 21 The value of services or facilities
furnished to the organization by a governmental unit without charge Do not include the value of serves or facilities generally furnished to
22
27 Organizations described on line 12 a For amounts included in lines 15, 16, and 17 that were received from a 'disqualified person; prepare a list for your records to show the name of, and total amounts received m each year from, each *disqualified person' Do not file this list with your retain Enter the sum of such amounts for each year (2001) 0 . (2000) q . (1999) 0 . (1998) 0 .
b For any amount included in line 17 that was received from each person (other than disqualified persons'), prepare a list for your records to show the name of, and amount received for each year, that was more than the largo of (t) the amount on line 25 for the year or (2) $5,000 (Include in the list organizations described in lines 5 through 11, as well as individuals ) Do not file this list with your return After computing the difference between the amount received and the larger amount described in (1) or (2), enter the sum of these differences (the excess amounts) for each year
Q . (2001) 0 . (2000) 0* (1ee9) 0 . (+99e) e Ade:Amounts from column (e)forlines 15 28,836,233 . 16 838,610,897 .
17569 , 214 , 615 . 20 21 110- 27e 1436661745 . d Add Line 27a total 0 . and line 27b total 0 . " 27d 0 . e Public support (line 27c total minus line 27d total) " ~ 27e ~ 143666174 5 . 1 Total support la section 509(a)(2) test Enter amount on line 23, column (e) " I 271 I 1599545193 . p Public support percentage (Tine 27e (numerates) divided by line 27f (denominator)) 1111.
84a Does the organization receive any financial aid or assistance from a governmental agency? b Has the organization's right to such aid ever been revoked or suspended?
If you answered -Yes' to either 34a or b, please explain using an attached statement 85 Does the organization certify that e has complied with the applicable requirements of sections 4 Ot through 4 05 of Rev Proc 75-50,
1972 C B 587, covering racial nondiscrimination? If 'No: attach an explanation Schedule A (Form 890 or B90-EZ) 2002
aavi o+-am
10 2002
Part V Private School Questionnaire (See page 7 of the instructions.) N/A (To be completed ONLY by schools that checked the box on line 6 in Part M
29 Does the organization have a racially nondiscriminatory policy toward students by statement m its charier, bylaws, other governing Yes No
instrument or in a resolution of Its governing body? 29 90 Does the organization include a statement of its scaly nondiscriminatory policy toward students in all its brochures, catalogues,
and other written communications with the public dealing with student admissions, programs, and scholarships? 80 91 Has the organization publicized as scaly nondiscriminatory policy through newspaper or broadcast media during the period of
solicitation for students, or during the registration period A d has no solicitation program, in a way that makes the policy known to all parts of the general community it serves? If Yes,' please describe, if 'No,' please explain (II you need mare space, attach a separate statement)
32 Does the organization maintain the following a Records indicating the scat composition of the student body, faculty, and administrative staff? b Records documenting that scholarships and other financial assistance are awarded on a scaly nondiscriminatory basis? c Copies of all catalogues, brochures, announcements, and other written communications to the public dealing with student
admissions, programs, and scholarships? d Copies of ail maternal used by the organization or on ris behalf to solicit contributions?
If you answered 'No'to any of the above, please explain (If you need mare space, attach a separate statement)
88 Does the organization discriminate by race in any way with respect to a Students' rights or privileges? b Admissions policies? e Employment o1 faculty or administrative stool E Scholarships or other financial assistance? e Educational polices? I Use of facilities? p Athletic programs? h Other extracurricular activities?
II you answered Yes'to any of the above, please explain (II you need more space, Stfach a separate statement)
Schedule A 990or990-EZ)2oo2 NATIONAL GEOGRAPHIC SOCIETY Lobbying Expenditures by Electing Public Charities (See page 9 at the instructions.) (To be completed ONLY 6v an eligible orpan¢ahon that filed Form 5768)
N/A
I
Caution Ifthemisan
4-Year Avenging Period Under Section 501(h) (Some orpan¢ations that made a section 501(h) election do not have to complete all of the five columns
below See the instructions for lines 45 through 50 on gape 11 of thernstrucLOns.)
Calendar year (OF (8) IlBeel year beginning in) ll~ 2002
16 Lobbying nontaxable amount
18 Lobbying ceiling amount 150X of fine 45(e)) . . .
47 Total lobbying exp enditures
IB Grassroots nontaxable amount
49 Grassroots ceiling amount 75096 of line 48( e ))
50 Grassroots lobbying e endRUres
Part VI-B Lobbying Activity by N Public
Yes I No Amount
Schedule A (Form 890 or 890-EZ) 2002 11
1
Limits on Lobbying Expenditures or incurred
88 Total lobbying expenditures to influence public opinion (grassroots lobbying) ' 97 Total lobbying expenditures to influence a leprslatrve body (direct lobbying) 88 Total lobbying expenditures (add lines 36 and 37) , SB Other exempt purpose expenditures 40 Total exempt purpose expenditures (add lines 38 and 39), 41 Lobbying nontaxable amount Enter the amount from the following table -
II Me amount on line IO Is - The lobbying nontaxable amount Is -da w. wo.aao xox a me .~m . 11m 40 a. ssoo,ooo an oa m. s, ooo,ooo s,ao.ooo om. 15% of M* oy. 11500,000
a. $,.ooo.oao eon rot oY. $1,500,000 :,7s o0o w+,ow a u,. ~.wn ~ 31 000.000
W~ 71,500 000 W npt . $17 000 000 11225,000 pCq 914 of Cw moo as 37,700,000 I
Ws 377,000,000 f7,000,000
12 Grassroots nontaxable amount (enter 25% of line 41) 48 Subtract line 42 ham line 36 Enter -0-i1 line 42 is more than line 36 M Subtract line 41 from line 38 Enter -0-M line 41 is more than line 38
UI lbl Affiliated group To be completed for ALL
totals electing organizations
N/A
Lobbying Expenditures During 4-YearAveraging Period
(b) (c) (d) 2001 2000 1999
(For reporting only by organizations that did not complete Part VI-A) (See gape 11 al the instructions
During the year, did the organization attempt to influence national, state or local legislation, including any attempt to influence public opinion on a IeOislatne matter or referendum, through the use ot
Volunteers b Paid staff or management (Include compensation in expenses reported on lines c through Ir c Media advertisements d Mailings to members, legislators, or the public e Publications, or published or broadcast statements 1 Grants to other organizations for lobbying purposes p Direct contact with legislators, their stalls, government officials, or a legislative body A Rallies, demonstrations, seminars, conventions, speeches, lectures, or arty other means 1 Total lobbying rapendflNres (Add lines c through h )
If 'Yes' to any a1 the above, also attach a statement Orvinp a detailed description of the lobbying actrAties
(e) Total
62 a Is the organization directly or indirectly affiliated with, or related to, one m more tax-exempt organizations described In section 501(c) of the Code (other than section 501(c)(3)) or in section 527? " I Yea ~ No
n If Yes.' comolete the following schedule N / A
Type at obpanizauon
Schedule A (Form 090 or 990-EZ) 2002 12
2002 .06000 NATIONAL GEOGRAPHIC SOCIETY NGSOC 11361017 796206 NGSOC
Schedule n(FOrm990w990-EZ)2002 NATIONAL GEOGRAPHIC SOCIETY 53-01 9 351 9 Papee, Part VII Infortnat~on Regarding Transfers To and Transactions and Relationships With Noncharitable
Exempt Organizations (See page 12 of the instructions.) 61 Did the reporting organization directly or indirectly engage m any of the following with any other organization described in section
501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? Transfers ham the reporting organization to a noncharrtable exempt organization of Yea No
578i X (1) Cash (i1) Other assets X
b Other transactions (I) Sales or exchanges of assets with a noncharitable exempt organization b( l) X (II) Purchases of assets from a noncharrtable exempt organization h i1 X (ill) Rental of facilities, equipment, or other assets 0 III X (W) Reimbursement arrangements 6 Iv X
by X (v) Loans or loan guarantees (vi) Performance of services or membership or fundraising solicdations b VI ) X
c Shannp of facilities, equipment mailing lists, other assets, or paid employees e X d II the answer to any of the above s Yes,' complete the following schedule Column (b) should always show the fair market value of the
goods, other assets, or services given by the reDOwnp organization If the organization recerveG less than fair market value In any transaction or sharing arrangement, show m column d the value of the goods, other assets, or services received N/A
"U Ibl (0) (it) Line no Amount involved Name of noncharnable exempt organization Description of transfers, transactions, and sharing arrangements
(e) Name of organization
(e) Description of relationship
Rental Income Form 990
Activity Gross ' Number Rental Income
1 2,194,575 . 2 933,717 . 3 2,086,361 .
5,214,653 .
Rind and Location of Property
OFFICE RENTAL 1145 17TH ST . NW WDC 20036 OFFICE RENTAL 1145 17TH ST . NW WDC 20036 OFFICE RENTAL 1145 17TH ST . NW WDC 20036
Total to Form 990, Part I, line 6a
18 Statement(e) 1, 2, 3 ATT(1NLT . GRIIGRLPHTC RACTRTY Nf.Rf1C' 1
NATIONAli GEOGRAPHIC SOCIETY 53-0193519
Statement 1
Form 990 Rental Expenses Statement 2
Activity Description Number Amount Total
REAL ESTATE TAX 167,018 . OCCUPANCY 875,364 . MISC . RENTAL EXPENSE 156,220 .
- SubTotal - 1 1,198,602 . REAL ESTATE TAX 100,144 . OCCUPANCY 572,788 . IN-HOUSE SERVICES 20,150 .
- SubTotal - 2 693,082 . REAL ESTATE TAX 222,901 . IN-HOUSE SERVICES 44,850 . OCCUPANCY 1,274,916 .
- SubTotal - 3 1,542,667 .
Total to Form 990, Part I, line 6b 3,434,351 .
Form 990 Gain (Lose) From Publicly Traded Securities Statement 3
Gross Cost or Expense Net Gain Description Sales Price Other Basis of Sale or (Loss)
SALE OF SECURITIES 163,719,000 . 166,903,315 . 0 . <3,184,315 .> `
To Form 990, Part 1, line 8 163,719,000 . 166,903,315 . 0 . <3,184,315 .>
NATIONAL GEOGRAPHIC SOCIETY ~53-0193519
Form 990 Other Changes in Net Assets or Fund Balances Statement 4
Total Included on Form 990, Part II, line 22
Other Program Services Statement 6 Form 990
19 Statement s) 4, 5, 6 16581017 796206 NGSOC 2002 .06000 NATIONAL GEOGRAPHIC SOCIETY NGSOC 1
Description
NET DECREASE IN MARKET VALUE OF PERMANENT INVESTMENTS FAS 116/117 ADJUSTMENT
Total to Form 990, Part I, line 20
Form 990 Cash Grants and Allocations
Classification Donee's Name Donee's Address
SEE EXHIBIT B
Amount
<35,847,137 .> 3,040,413 .
<32,806,724 .>
Statement 5
Donee's Relationship Amount
None 8820121 .
8820121 .
Grants and Description Allocations Expenses
SEE EXHIBIT E FOR DETAIL PROGRAM DESCRIPTIONS NATIONAL GEOGRAPHIC RIDS MAGAZINE 13,438,967 . SCHOOL PUBLISHING 15,341,490 . GEOGRAPHY EDUCATION (SEE EXHIBIT B) 3,599,290 . 9,541,554 . RESEARCH GRANTS & ALLOCATIONS (SEE EXHIBIT B) 4,083,051 . 5,047,040 . EXPEDITIONS COUNCIL (SEE EXHIBIT B) 1,137,780 . 4,344,476 . IMAGE SALES 3,230,536 . EXPLORER'S HALL MUSEUM 2,258,363 . INFORMATION & PUBLIC SERVICES 2,832,821 . NATIONAL GEOGRAPHIC EXPEDITIONS 2,324,525 . LECTURES 1,859,132 . NATIONAL GEOGRAPHIC SOCIETY EDUCATION FOUNDATION ADMIN 459,629 .
Total to Form 990, Part III, line e 8,820,121 . 60,678,533 .
NATIONAI, GEOGRAPHIC SOCIETY ,53-0193519
Form 990 Receivables Due From Officers, Directors, Trustees Statement 7 and Other Key Employees - Reported Separately
Borrower's Name and Title
JOHN Q . GRIFFIN, PRESIDENT, MAGAZINE GROUP
Date of Maturity Note Date Terms of Repayment
10/09/01 10/09/02 LUMP SUM
Interest Rate
.008
Total included on Form 990, Part IV, line 50, Column B 750,000 .
20 Statement s) 7 11421103 796206 NGSOC 2002 .06000 NATIONAL GEOGRAPHIC SOCIETY NGSOC 1
Borrower's Name and Title
JOHN Q . GRIFFIN, PRESIDENT, MAGAZINE GROUP
Date of Maturity Note Date Terms of Repayment
10/09/01 09/03/06 LUMP SUM
Security Provided by Borrower Purpose of Loan
NEW RESIDENCE MORTGAGE LOAN
Description of Consideration
UP TO $250,000 FORGIVEN OVER 5 YEARS BASED ON CONTINUED EMPLOYMENT
Original Loan Amount
800,000 .
Interest Rate
.008
FMV of Consideration
0 .
Original Loan Amount
365,000 .
Security Provided by Borrower Purpose of Loan
NEW RESIDENCE TEMPORARY BRIDGE LOAN
FMV of Description of Consideration Consideration
HOUSING RELOCATION LOAN FOR NEW EMPLOYEE 0 .
Balance Due
750,000 .
Balance Due
0 .
NATION= GEOGRAPHIC SOCIETY " ~53-0193519
21 Statement s) 8, 9, 10 ATIONAT~ l:R('rZRAPHIC SOCIETY NGSOC` 1
Form 990 Non-Government Securities Statement 8
Other ' Publicly Total
Corporate Corporate Traded Other Non-Gov't Security Description Stocks Bonds Securities Securities Securities
EQUITY SECURITIES 203506000 . 203506000 . HEDGED MARKET NEUTRAL EQUITY FUNDS 40172000 . 40,172,000 . REAL ESTATE INVESTMENT TRUSTS 21809000 . 21,809,000 . MONEY MARKET FUNDS 8,608,000 . 8,608,000 .
To 990, In 54 Col B 203506000 . 70589000 . 274095000 .
Form 990 Government Securities Statement 9
U .S . State and Total Gov t Description Government Local Govt Securities
FIXED INCOME OBLIGATIONS 106,020,000 . 106,020,000 .
Total to Form 990, line 54, Col H 106,020,000 . 106,020,000 .
Form 990 Other Investments Statement 10
valuation Description Method AmouAt
OTHER Market Value 13,188,802 . INVESTMENT IN NGV, INC ., 100$ SUB Coat 0 . INVESTMENT IN NGD, INC ., 100$ SUB Coat 0 . NIKKEI - NGS Coat 862,204 . GIFT ANNUITIES Market Value 2,830,862 . INVESTMENT iEXPLORB .COM Market Value 392,375 . INVESTMENT - NOVICA Market Value 1,494,816 . INVESTMENT - MET LIFE LIFA Market Value 2,988,175 . INVESTMENT IN NGT, INC ., 1008 SUB Cost 149,883,040 . INVESTMENT IN NGHT, INC ., 1008 SUB Cost 102,020,935 .
Total to Form 990, Part IV, line 56, Column B 273,661,209 .
NATIONAL GEOGRAPHIC SOCIETY X53-0193519
Form 990 Tax-Exempt Bond Liabilities Outstanding Statement 11
Unexpended Bond
Proceeds Type of
Form 8038 Filed
0 . Form 8038
Third Party Information
24,270,000 . Total included on Form 990, Part IV, Line 64a
Form 990 Other Liabilities Statement 12
Description
SUPPLEMENTAL RETIREMENT POSTRETIREMENT BENEFITS OTHER MISC . '
Total to Form 990, Part IV, line 65, Column B
Statement s) 11, 12 C SOCIETY N(:RnC 1
22 2002 .06000 NAT 11
Purpose of Issue
LONG-TERM CAPITAL PROJECTS
Project Original Issue Completion
Amount Date
24,270,000 . 08/17/03
Issue Date
0'8/17/00
Form 8038 Date
08/24/00
Amount of Issue
Outstanding
24,270,000 .
Amount
0 . 94,764,000 .
0 .
94,764,000 .
,53-0193519 NATIONAL GEOGRAPHIC SOCIETY
23 Statement s) 13 16471111 796206 NGSOC 2002 .06000 NATIONAL GEOGRAPHIC SOCIETY NGSOC 1
Form 990 Part V - List of Officers, Directors, Statement 13 Trustees and Key Employees
Employee Title and Compen- Ben Plan Expense
Name and Address Avrg Hra/Wk eation Contrib Account
JOHN M . FAHEY JR . PRESIDENT & CEO 1145 17TH ST . NW 45 813,740 . 47,103 . 0 . WASHINGTON DC 20036
WILLIAM L . ALLEN EDITOR-IN-CHIEF 1145 17TH ST . NW 45 476,925 . 69,146 . 0 . WASHINGTON DC 20036
TERRENCE B . ADAMSON EXECUTIVE VP & SECRETARY 1145 17TH ST . NW 45 430,440 . 52,002 . 0 . WASHINGTON DC 20036
CHRISTOPHER A . LIEDEL EXECUTIVE VP & CFO 1145 17TH ST . NW 45 368,048 . 34,816 . 0 . WASHINGTON DC 20036
NINA HOFFMAN BLATT EXECUTIVE VP 1145 17TH ST . NW 45 341,913 . 48,513 . 0 . WASHINGTON DC 20036
TERRY D . GARCIA EXECUTIVE VP 1145 17TH ST . NW 45 348,660 . 40,818 . 0 . WASHINGTON DC 20036
ROBERT B . SIMS ~~ET~~D, EXECUTIVE VP 1145 17TH ST . NW 45 61,513 . 603 . 0 . WASHINGTON DC 20036
JOHN Q . GRIFFIN EVP, PRES ., MAGAZINE GROUP 1145 17TH ST . NW 45 666,323 . 43,339 . 0 . WASHINGTON DC 20036
H GREGORY PLATTS SR . VP & TREASURER 1145 17TH ST . NW 45 182,656 . 59,225 . 0 . WASHINGTON DC 20036
MICHAEL J . COLE VP & CONTROLLER 1145 17TH ST . NW 45 162,112 . 44,785 . 0 . WASHINGTON DC 20036
BARBARA J . CONSTANTZ ASSISTANT TREASURER 1145 17TH ST . NW 45 122,284 . 27,327 . 0 . WASHINGTON DC 20036
NATIONAL GEOGRAPHIC SOCIETY
ANGSLO M. GRIMA 1145 17TH ST . NW WASHINGTON DC 20036
GILBERT M. GROSVENOR 1145 17TH ST . NW WASHINGTON DC 20036
JOHN R. MURPHY 1145 17TH ST . NW WASHINGTON DC 20036
JOAN ABRAHAMSON 1145 17TH ST . NW WASHINGTON DC 20036
THOMAS B . HOLGSR I 1145 17TH ST . NW WASHINGTON DC 20036
J . CARTER BROWN 1145 17TH ST . NW WASHINGTON DC 20036
MARTHA E . CHURCH 1145 17TH ST . NW WASHINGTON DC 20036
MICHAEL COLLINS 1145 17TH ST . NW WASHINGTON DC 20036
JAMES H . GILLIAM, JR . 1145 17TH ST . NW WASHINGTON DC 20036
JOHN JAY ISBLIN 1145 17TH ST . NW WASHINGTON DC 20036
JAMBS C . RAUTZ 1145 17TH ST . NW WASHINGTON DC 20036
J . WILLARD MARRIOTT, JR . 1145 17TH ST . NW WASHINGTON DC 20036
FLORBTTA DUKES MCKENZIE 1145 17TH ST . NW WASHINGTON DC 20036
TRUSTEE 4 18,600 . 0 . 0 .
(1) $146,450 represents retirement benefits and deferred compensation earned as CEO in prior years .
(2) $111,009 represents retirement benefits and deferred compensation earned as CEO in prior years .
24 TT
Statement(s) 13 /~T01T1 1T/~MI~ 1
' ' S3-0193519
ASSISTANT SECRETARY 45 157,607 . 35,110 . 0 .
CHAIRMAN OF THE BOARD 12 306,450 . (1) 0 . 0 .
TRUSTEE 4 129,409 . (2) 0 . 0 .
TRUSTEE 4 18,400 . 0 . 0 .
TRUSTEE 4 12,450 . 0 . 0 .
TRUSTS 4 7,400 . 0 . 0 .
TRUSTEE 4 39,500 . 0 . 0 .
TRUSTS I 4 20,200 . 0 . 0 .
TRUSTEE 4 22,900 . 0 . 0 .
TRUSTEE 4 16,600 . 0 . 0 .
TRUSTEE 4 22,900 . 0 . 0 .
TRUSTEE 4 16,600 . 0 . 0 .
NA4`IONP.I; GEOGRAPHIC SOCIETY
PATRICK F . NOONAN TRUSTEE 1145 17TH ST . NW 4 WASHINGTON DC 20036
DENNIS R . PATRICK TRUSTEE 1145 17TH ST . NW 4 WASHINGTON DC 20036
NATHANIEL P . REED TRUSTEE 1145 17TH ST . NW 4 WASHINGTON DC 20036
WILLIAM K . REILLY TRUSTEE 1145 17TH ST . NW 4 WASHINGTON DC 20036
ROZANNB L . RIDGEWAY TRUSTEE 1145 17TH ST . NW 4 WASHINGTON DC 20036
JAMES R . SASSER TRUSTEE 1145 17TH ST . NW 4 WASHINGTON DC 20036
H . FRANCIS SAIIL II TRUSTEE 1145 17TH ST . NW 4 WASHINGTON DC 20036
GERD SCFNLTE-HILLEN TRUSTEE 1145 17TH ST . NW 4 WASHINGTON DC 20036
ROGER ENRICO TRUSTEE 1145 17TH ST . NW 4 WASHINGTON DC 20036
Totals Included on Form 990, Part V 4,923,830 . 502,787 . 0 .
25 Statement s) 13 11361017 796206 NGSOC 2002 .06000 NATIONAL GEOGRAPHIC SOCIETY NGSOC 1
~53-0193519
20,800 . 0 . 0 .
20,200 . 0 . 0 .
15,700 . 0 . 0 .
16,600 . 0 . 0 . '
18,400 . 0 . 0 .
14,800 . 0 . 0 .
20 ;500 . 0 . 0 .
17,500 . 0 . 0 .
15,700 . 0 . ' 0 .
GILBERT M . GROSVENOR CONSULTING CONTRACTS TO NGV, INC ./NGT, INC ./NGH INC . 90,000 . 0 . 0 .
Form 990 Identification of Related Organizations Statement 15 Part VI, Line 80b
NGV & SUBSIDIARIES NGD, INC .
X X
Form 990 Part IX Statement 16 Information Regarding Taxable Subsidiaries
NGD INC ., 1145 17TH ST . NW wDC 20036, 52-2059709 100 .00$ WHOLESALE BOOK
DISTRIBUTION 170,541 . 5,532,219 .
Schedule A Statement of Lobbying Activities - Part VI-B Statement 18
THE $3,715 SPENT ON LOBBYING/LEGISLATION ACTIVITY DURING 2002 RELATED TO THE AMENDMENT OF IRC 512(b)(13) AS WELL AS POSTAL RATE ISSUES . IT CONSISTED OF DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, LEGAL CONSULTANTS, GOVERNMENT OFFICIALS OR LEGISLATIVE BODY .
26 Statement s) 14, 15, 16, 17, 18 16531111 796206 NGSOC 2002 .06000 NATIONAL GEOGRAPHIC SOCIETY NGSOC 1
NATIONAL GEOGRAPHIC SOCIETY
Form 990 Part V - Officer Compensation from Related Organizations
Name of Compen- Officer's Name Related Organization eation
53-0193519
Statement 14
Employee Ben Plan Expense Contrib Account
Name of Organization Exempt NonExempt
Name, Address & ID Number of Corp or Partnership
NGV & SUBSIDIARIES, 1145 17TH ST . NW WDC 20036, 52-1909394
Pct Nature of Own Business
100 .00$ TV/VIDEO/MAP PRODUCTION
Total End-of-Year Income Assets
<33,644,222 .> 145,116,848 .
Schedule A Explanation of Qualifications to Receive Payments Statement 17 Part III, Line 3
SEE EXHIBIT A
Exhibit Index
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
Index To Exhibits Form 990
Exhibit Description
A Method of Determining Qualified Recipients for Disbursements
B Grants and Allocations
C Relationship of Activities to the Accomplishment of Exempt Purposes
D Program Service Revenues
E Statement of Program Services Rendered - Other
F Land, Buildings & Equipment and Related Depreciation
G Other Expenses
H List of States Where Form 990 Filed
Exhibit A
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
Schedule A, Page 2, Part ID, Line 4b
Method of Determining Qualifying Recipients for Disbursements
Research and special gaols are approved by the Committee for Research & Exploration and the Conservation Trust Advisory Board on a nondiscriminatory bass Actual disbursements during the year for approved grants are included m Exhibit B
Educational Scholarships are awarded on a nondiscriminatory basis to winners of the annual Geography Bee competitions
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
Exhibit B Page 1 of 51
Page 2, Part II, Line 22
Grants And Allocations
SUMMARY:
Schedule I: Education Foundation Grants Schedule II : Expeditions Council Grants Schedule III: Conservation Grants Schedule N: Research Grants
TOTAL GRANTS
Schedule I : Education Foundation Grants
Type of Grant
Alliance Matching Grants
Grosvenor Grant Program
Teacher Grants
Discretionary/Special Programs
Grants from Endowed Funds
TOTAL EDUCATION FOUNDATION GRANT EXPENSE
$3,599,290 1,137,780 291,650
3,791,401
SS.R20.121
AMOUNT
$95,000
$1,550,615
$117,605
$715,000
$1,121,070
Exhibit B Page 2 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
Alliance Operating Support Grants Year 2002
Description Amount Payments reissued m 2002 $127,500 Pnor year grant accrual adjustments ($32,500) Total Alliance Matching Grants
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
Exhibit B Page 3 of 51
Grosvenor Grant Program Year 2002 The Grosvenor Grant Program is intended to elicit projects from educational and youth-serving non-profit organizations m the areas of geography education and stewardship of natural and cultural resources Twenty-eight grants were approved in 2002, and the total grant expenditure in this category is $1,550,615
Organization Contaet ~ Project Tide Project Description Amount Arizona
Grant
Geographic Alliance AzGeoMath Modeled after the successful 2001 grant, "GeoLiteracy," the Arizona State University Dr Ronald I 2002 Promoting Department of Geography PO Geography '~AzGeoMath" project will link geography and math m the K-8
Box 870104 Tempe, AZ 85287- Dom, Ph D 0021
with Math m curriculum through unit development and testing, teacher training,
0104 Grades K-8 Web hosting, and wide dissemination of the information
Integrating geography content with nonfiction materials in selected Arkansas school distract reading programs is the mission
GEOSTRIDE of this pilot program Highlights will include the following Fifth-
Arkansas Geographic Alliance Geography and sixth-grade teachers from five middle schools will be trained
University of Arkansas - Little Students to use geography-based literacy materials produced by NG School
Rock 2801 South University Mr Gerald 2002 Taking Publishing, a week-long summer institute for teachers, offered in $61'
Slabler Hall 603E/Geography T Hanson 0226
Reading in the two locations, will concentrate on integrating geography and
Little Rock, AR 72204 Direction of reading, a series of one-day workshops will be held at ten
Excellence Educational Service Cooperative sues The Foundation can expect the following potential from its investment 220 teachers trained 5,500 students team geography while increasing their reading skills
California Geographic Alliance Dr Stephen 2002 Advancing the Alliance support funding will escalate the geographical reach of I Humboldt State University F Cunha 0022 CDEINGSNC the California Geographic Alliance m California schools while 100,0010
Exhibit B Page 4 of 51
National Geographic Society Washington, DC EIN 1153-0193519
2002 Return - Form 990
Department of Geography Arcata, OP Partnership leaders seek an endowment The NGS support is critical to CA 95521 for Geographic receiving matching funds from the California Department of
Education m Education and University of California The matching funds are California needed for cost-sharing commitments with several county offices
of education (COE) and numerous school distracts The professional development funding will support institutes for training 3,500 pre-service and in-service teachers m geography It will also support training an additional 40 Teacher Consultants to extend the capacity of the alliance Scientists at Eanhwatch Conservation Research sues m the
Strengthening Pantanal Wetlands (Brazil) and the Skagrt River Watershed
Geography in Pacific Northwest) will engage K-12 teachers in hands-on
Schools conservation fieldwork The collaboration will develop a
Earthwatch Institute 3 Ms Meg 2002 through conservation education model m which these lead teachers will be
Clocktower Place PO Box 75 Warren 0228 trained to increase geographical education exploration m their $75,000
Maynard, MAO 1754-0075 Conservation Field Work
school districts by integrating scientific fieldwork, technology, and geographic perspectives The Foundation can expect the following
and Collaboration potential from us investment 24 teachers trained to lead the effort on
2,400 teachers reached by the lead teachers 240,000 potential students learn from the teachers reached The purpose of this project is to tap the power of geography to
GeoExpo analyze environmental issues using the problem-based learning 2004 A model In the initial workshop, teachers will receive training m the
Georgia Geographic Alliance Problem- use of problem-bated learning During the 2003-04 school year, Department of Anthropology & Based they will be required to engage their students in this project The Geography Georgia Stage
Mr Truman 2002 Geographic template issue used m the workshop will be the loss of Longleaf $54,621
University University Plaza, 33 A Hartshorn 0058
Study of Pine Forests and the impact this has had on the environment and Gilmer Street Atlanta, GA 30303 Georgia's society of Georgia The project will culminate m a GeoExpo m the
Environmental Sprang of 2004, at which time students will display the results of Issues their projects Focus Area 2b Innovative Practices m Teaching &
-Learning
Exhibit B Page 5 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
The project is designed to use National Geographic Society-(NGS) trained mentor teachers to tram school-based Illinois Geographic Alliance (IGA) mentors to work cooperatively with selected
Illinois Geographic Alliance school districts that have significant numbers of novice teachers m Illinois State University Norman C 2002 The IGA
geography and the social sciences The districts should have a Curriculum and Instruction Bettis, Ph D 0061 Mentor Project
strong desire to establish a mentor program, to provide on-site $55,539 Campus Box 5330 Normal, Q. visas by NGS mentors to IGA mentors throughout the school year, 61790-5330 and to conduce follow-up meetings with IGA mentors, their
administrators, and the novice teachers to assess the effectiveness of the project and to plan for future mentonng activity and dissemination of the model Focus Area Ic Teacher Mentors For more than two decades, Maryland's fourth grade teachers have
Maryland Geographic Alliance been underserved, both m professional development opportunities
University of Maryland, Maryland and materials for their classrooms This project focuses on
Baltimore County Department of San J
2002 America m strengthening their teaching of geography by developing three
Geography and Environmental Bennett,
0064 Miniature instructional products linked to their curriculum a wall map, a CD $65,010
Systems 1000 Hilltop Circle Ph D Atlas Project atlas, and a CD of Maryland photographs The second part of the
Baltimore, MD 21250 project is a professional development program to help the teachers use these materials effectively Focus Area lb Professional Development In response to new state curriculum standards, the Alliance will
Massachusetts Geographic Meeting State establish a museum collaboration built around geo-history themes
Alliance Winchester School Curriculum Cooperating museums include the JFK Library and Museum, the
Mr Paul 2002 Standards EcoTanum (Worcester), the Tsongas Center (Lowell), the New Department 154 Horn Pond $65
Mulloy 0025 Through Bedford Whaling Museum, and the Holyoke Children's Museum ,000
Brook Road Winchester, MA Museum Teacher training as well as a variety of outreach programs to 01890 Partnerships parents, students and community members will raise interest and
student learning in geography Michigan Geographic Alliance Michael
2002 IMichigan Iln its second year of a three-year project, MAP is an
Central Michigan University 294 Libbee, ~OZ~ Achievement interdisciplinary, achievement-oriented outreach project based on $55,000 Dow Science Mt Pleasant, MI Ph D Pro ect (MAP) combining professional development with and without earl
Exhibit B Page 6 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
48859 testing and feedback to enhance student achievement as measured on the Michigan Social Studies test The project works with school distracts to provide sample social studies assessments and data- based feedback, nonmed for the characteristics of the district student population based on reading and math scores Participating schools m the 2000-2001 cycle improved student achievement by 10 percent more than the average state progress The Steger/Doenng Arctic Expeditions and the Minnesota Alliance will tom forces to offer professional-development
Environmental institutes for teachers who will engage their school districts in
Minnesota Alliance for Change m the following the expeditions and teaching a related curriculum on global change Students will gam knowledge of arctic and alpine
Geographic Education Macalester David A 2~2 Arctic and environments, master critical thinking skills and higher order College Department of Lanegran, Alpine $69,934
0229 learning, and learn research techniques and a variety of Geography 1600 Grand Avenue Ph D Regions of the St Paul
communication skills The design of the curriculum training , MN 55105-1899 Northern
Hemisphere program allows for arctic studies learning to take place, regardless
sphere of the success of the expeditions in securing funding The Foundation can expect the following potential from its investment 35 teachers [named 6,125 students reached A professional-development model will be developed for geography educators who wish to learn and implement new geographic technologies such as Geographic Information Systems
Infusing New (GIS) and environmental visualization programs Research shows
Minnesota State University, Technologies that teachers who are exposed to new technologies are usually not
Mankato Geography/Atmospheric Mr Cecil ZOOZ Geography successful in implementing them The project will address $68,915
Sciences, AH7 Mankato, MN Keen 0230 Lessons for problem areas and empower teachers m inner-city and rural 56002-8400 Educators districts to be successful m implementing new technologies into
their curriculum The Foundation can expect the following potential from its investment 50 teachers [named 1,250 students reached
Exhibit B Page 7 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
The Missouri Geographic Alliance proposes a professional- development institute that will culminate m classroom projects The institute will prepare teachers to commemorate the Corps of
Missouri Geographic Alliance Discovery's Bicentennial, while working toward Missouri
University of Missouri-St Louis Rediscover the achievement standards In "Rediscover the World of Lewes &
Carol S 2002 Clark," students will become modern-day Corps of Discovery 8001 Natural Bridge Road 201 World of $40,600 Barnes Library St Loins, MO
Craig 0066 Lewis & Clark members, comparing observations and measurements of their
63121-4499 community with the past Taking an environmental approach to this historical event, the alliance will apply geographic and historical understanding to the reality of today's world through timely student experiential learning Focus Area la Experiential Learning Alliance support will fund the coordinator's salary m part and office expenses during the 2002-2003 school year as the Missouri
Missouri Geographic Alliance Geographic Alliance works to secure continued funding for its
University of Missouri-St Loins organization through an endowment The Missouri Alliance has
Carol S 2002 Alliance designed a strategy for building awareness of its programs among 8001 Natural Bridge Road 201 $20
Craig 0029 Support Grant decision-makers and potential endowment donors The strategy ,000 Barnes Library St Loins, MO includes the Boeing Foundation, which indicated interest m 2001 63121-4499 after University Chancellor Blance Touhill approached them
regarding an endowment on behalf of the alliance The alliance has a positive history of securing funding for geography education
Geography, The Montana Science Institute, based at the University of
Culture & Montana, and with past funding through the EPA and USFS, has
History of the developed courses for students enrolled m the Project for
Montana Science Institute 7653 Alternative Learning Students (PALS) PALS students are Canyon Ferry Road Helena, MT
Mr Gel R 2002 Upper considered at risk of being disenfranchised from school for many $49,100
59602 Alexander 0231 Missouri
reasons, compounded by Montana law, which allows kids to drop River A out of school at age 16 Through 2 intensive 3-week experiential 3,000-Year learning programs, classroom and lab investigations, and Perspective commumt service projects, 50 PALS students will gam a valuable
Exhibit B Page 8 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Forth 990
geographic perspective from studying the changes and utilization of diverse landscapes along the upper Missoun River The Foundation can expect the following potential from its investment 50 at-nsk students impacted directly 156 teachers impacted
North Dakota Geographic Bridge grant funding will support the publication of the North
Alliance Minot State University Mr Enc 2002 Alliance Dakota Geographic Alliance newsletter and magazine, the North
500 University Avenue West Clausen 0031 Bridge Grant Dakota History Day program (includes funding for awards in $25,000
Mmot, ND 58707 geography), an environmental education curriculum development project, and professional development workshops Pan One of this project trained teachers m exploring the history and culture of the Cheyenne Nation m order to develop an
Oklahoma Alliance for understanding of the tribe's perspective of the Washrta Battle Part Geographic Education Lodge Pole Two will focus on the Comanche Nation, U S Cavalry (Fort Sill Department of Geography 100 Dr Rebecca 2002 River Project National Historic Site), Red River Wars, and the Southern Plains 863,000 East Boyd SEC 410 B The W Scott 0069 The emphasis of the Lodge Pole River Project will be to connect University of Oklahoma Norman,
Part Two the present to the past The project will promote a fair
OK 73019 understanding of events and people using a multiple-perspectives and multiple-time frames model Focus Area Ib Professional Development Canadian studies is recognized as an important element m the Oregon sate education cumculum, but teachers lack knowledge of Canadian geography The Alliance proposes to develop standards-
Oregon Geographic Alliance based model lessons, assessments, and professional development
Department of Geography Institute on programs The alliance will include m the project the early-career Teresa L 2002 teachers it is mentonng on a long-term basis Follow-up activities $42 Portland State University PO gulman 0233
Geography Canadian will ensure a smooth coursework-to~lassroom transition, family
,250 Box 751 Portland, OR 97207- 0751
geography learning opportunities, and enhancement of the leadership capacity of participants The program will be directed by the Oregon Geographic Alliance and funded by the American and Canadian governments, and academic and private industry artners The Foundation can expect the following potential from
Exhibit B Page 9 of 51
National Geographic Society Washington, DC EQJ #53-0193519
2002 Return - Form 990
us investment 40 teachers trained 1,000 students reached 1,000 additional teachers reached 30,000 Newspaper In Education inserts for students distributed Recent adoption of new state curriculum standards and their assessment has created a need for geography education materials
South Carolina Geographic Integrating and training The CD-ROM, the fourth m a serves of interactive,
Alliance University of South Dr Charles 2002 Geography, Geographic CD-ROMs from the South Carolina Geographic
Carolina Department of F Kovacik 0034 Science and Alliance, will integrate geography with science and mathematics $49,257
Geography Columbia, SC 29208 Mathematics Accompanying the CD-ROM will be an activity book and training guide Outreach to pre-service and in-service teachers from historically black colleges in South Carolina will be an important element m the teacher training associated with the CD-ROM The Texas Allliance for Geography Education (TALE) will recruit 22 teams, each consisting of one teacher and one student from
Sustainabilrty grades 6-9, to study the sustamability of water resources in Texas
of Water Experiential teaming will be enriched by four field excursions to
Southwest Texas State University Richard Ca Resources separate public lands locations Student problem solving will be
601 University Drive San Boehm, 2002 Using Public guided by TAGE staff, participating teachers, and staff from $57,394 Marcos, TX 78666 Ph .D
0235 Lands m Texas
cooperating public lands agencies A project Web site and "Ask the Expert" interactive network will support the effort The
as a Foundation can expect the following potential from it investment . Laboratory 22 teachers trained 22 students trained and educated 2,112
additional students reached by the trained teachers 2,000 Web site visits
Tennessee Geographic Alliance Building a Over the next decade, the All Taxa Biodiversity Inventory (ATBI) Toolkit of
304 Burchfiel Geography Skills Field will attempt to inventory every living species m the Great Smoky
Building Department of Kurt L 2002 Mountains National Park Through the "Building a Toolkrt of $48 Geography University of Butefish 0035 Great
m the Skills" project, teachers and students will develop the knowledge,
,040
Tennessee Knoxville, TN 37996- Smoky
Mountains skills and geographical perspective that will contribute to a tumor 0925 National Park scientific study and preservation effort m the Smokies
Exhibit B Page 10 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
GEOEarthKA EarthICAM engages students m an inquiry-based "mission" to M Geography target, acquire, and analyze images from a camera on the Educators International Space Station GEOEarthKAM will prepare 20
Texas A&M University Dept of Dr Sarah W 2002 Outreach for matter geography teacher-consultants, grades 5-12, to conduct
Geography, MS 3147 College gednarz 0074 Earth EarthRAM missions with their students m 2003-04 and 2004-OS $54,958
Station, TX 77843-3147 Knowledge In 2003, the 20 teachers will take part m the first-ever summer Acquired by EarthKAM mission The mission will create a network of Middle School geography-oriented EarthKAM participant-trainers Focus Area Students I b Professional Development
Florida teachers will develop the skills to use inexpensive, highly effective (and fun) remote-sensing imagery and basic GIS
The Gillespie Museum al Stetson applications to understand human-environmental changes m their Bruce local communities and the world An experienced team of National
Blvd, 421 N Woodland
Bradford, 0059 2002 Explorations Geographic Society teacher-consultants and geography faculty $67,996 vd, Unit 8401 DeLand, F1. Ph p m Geography from Stetson and other Florida universities will facilitate
32720 collaborative hands-on workshops The program will result m the infusion of significant geography content m grades 4-8 both local) and nationally Focus Area I b Professional Development A year-long program will increase teacher and student awareness of geography, local/global linkages, interdisciplinary skills,
The Mountain Institute Research Exploring Our cultural heritage, and conservation through hands-on study of the
and Education Program 100 Alton C 2002 Living world's mountain regions One-week training courses, weekend
Campus Drive, LA 108 Elkms, Byers, Ph D 0232 Mountain gaming workshops, and Web-based curricula will be the vehicles $67,352
WV 26241 Laboratory K-12 teachers and students will use to engage m an important study of mountain environments and cultures from a geographical perspective The Foundation can expect the following potential from it investment 70 teachers trained 1,750 students reached
University of California, San ArtsBndge Music scholars tom six San Diego fifth-grade classrooms to
Diego 9500 Gilman Drive, 0934 Dr Walton 2002
Mapping the explore geographical themes through music Based on an
La Jolla, CA 92093-0934 Jones 0227 Beat
integrated curriculum chat is both standards-bated and reputable, the program is a 20-hour hands-on workshop spread over 10
Exhibit B Page I I of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
weeks Environments, cultural identity, and movement are three geographic themes that students will explore through learning various types of music The Foundation can expect the following potential from it investment 165 students impacted directly 6 teachers impacted direct)
Environmental The Alliance, hosted by the University of Puerto Rico, proposes to
Research at engage high school students and teachers m valid scientific
the High research m spatial analysis of the environment Equipped with the
School Level knowledge and skills of field research, students can become agents
Analyzing the of positive change for sustainable development of their
University of Puerto Rico, Rio Jose Impact of environment This goal will be attained by training teachers m
Piedras PO Box 21896 San Juan, Molinelli, 2002 Human
field-research techniques, providing ongoing expert support to the $56,500
PR 00931-1896 Ph D 0234 Activities on projects they will conduct with their students, helping students and
the teachers disseminate their results to the community and
Environment government officials, and placing the research framing model on
Through the Alliance Web site for use by other teachers and students The
Spatial Foundation can expect the following potential from its investment
is 40 teachers trained 1,000 students reached 200 additional teachers
Analysis reached The Alliance is requesting basic operating funding for part-time
Utah Geographic Alliance Utah administrative support, release time honoraria for the Alliance
State University Department of Cliff B 2002 State Alliance coordinator, and costs related to biannual newsletters, the Web
Society and Environment Logan, Craig, Ph D 0236 Support site, GIS projects, ongoing programs, and miscellaneous office $30,000
UT 84322-5215 expenses The Foundation can expect the following potential from us investment Sustained alliance administration while longer-term funding is secured
West Virginia Geographic Bvd Habitats In 2000, West Virginia led the nation m urban sprawl The
Alliance Concord College Box 68 Dr Joseph T Zpp2 and Urban Alliance proposes to engage 80 teachers and students in a
Geography Athens, WV 24712- Manzo 0237 Sprawl scientific examination of bird habitats in a 60-mile corridor linking $64,037
-1- 000
Environment the state's two largest cities, Huntington and Charleston Gathering and Societ m data related to bird habitats will lead to a geographic
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Forth 990
West Virginia understanding of the correlation between the boom m urban development and the loss of habitats m the sate This model project provides experiential learning for high school students as they gather and interpret data under the supervision of teachers, professors, and planning agency professionals The Foundation can expect the following potential from it investment 80 teachers and students trained Wolftree, an ecological research and education organization in the Pacific Northwest, proposes to increase the science and geographic literacy of high school graduates through experiential teaming opportunities, while equipping them with the knowledge
Inner City and skills to be effective stewards of natural resources and leaders Wolftree, Inc 3257 SE their communities The project will unite the energy and efforts Hawthome, Suite C Portland, OR
Mr Jay F 2002 Experiential m of 450 underserved students with I S science teachers, along with $50,000
Hopp 0238 Learning community scientists, geographers and land-use officials, to 97214 Project develop and implement long-term ecosystem management and restoration plans for natural areas within the highly urbanized Johnson Creek Watershed m Oregon The Foundation can expect the following potential from it investment 450 students
- impacted 15 teachers involved
Total Grosvenor Program Grants:
Exhibit B Page 12 of 5 1
Exhibit B Page 13 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Forth 990
Teacher Grants Year 2002 A total of 37 grants totaling $117,605 were awarded to schools for teacher-directed projects in 2002
Primary Grant
Organization Contact ID Project Title Project Description - Amoun t
Through interactive, hands-on activities and experiences, students will gain an understanding of household hazardous waste Students will identify flammable and hazardous household items, learn appropriate
Household ways to dispose of the Items, and study how the items affect human Anacostia Hazardous health Students will collect and analyze data to determine levels of Senior High Waste awareness of household hazardous waste in their community They will School 1601 & Ms . Susan S 2002 Alert qualitatively analyze the effects of antifreeze on black worms, to $1,659 R Streets, S .E Dennis 0086 Implication appreciate how scientists determine the effects of hazardous substances Washington, s for the on human health Students will take field trips to Kenilworth Aquatic DC 20020 Anacostia Gardens and a local landfill To cap off the project, students will create a
Community PowerPoint presentation or a pamphlet on household hazardous waste : types, effects on human health, and proper disposal methods Anacostia Senior High School is an inner-city school with a high population of at-risk students Every student can be a sleuth to figure out "Where in the World is Mrs.
Apollo Graves" Each week, a teacher will develop and write four clues about a
Elementary Mrs Where in city where Mrs Graves, Apollo school principal, is located . The Apollo
School 3085 Kathleen 2002 the World is Morning News N crew will broadcast one clue each day, Monday
Knox McRae Meindertsm 0087 Mrs. through Thursday Students can consult an atlas or an almanac to $1,639
Drive Titusville, a Graves decipher the clues. Every Thursday, students submit their answers to their
FL 32780-4598 teachers, who place the correct answers in a globe On Fridays, the Apollo news crew will draw one name from the globe, and that student wins a free pizza Periodical) throughout the ear, classes with the highest
Exhibit B Page 14 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
number of winning entries also win a pizza in addition, intermediate classrooms can play the game using CD-ROM versions of software games National Geographic GeoBee Challenge and Where in the World is Carmen Sandiego?
In fall of the 2002-03 school year, students will use problem-solving group work to analyze world maps to determine human and physical characteristics of regions, and to discover ways early civilizations adapted to and changed environments Students will develop time lines from the
Ashlawn Paleolithic era to A.D. 1400 that illustrate major events and achievements
Elementary Through interactive slide lectures, students will learn how early civilizations
School 5950 8th Ms Susan H . 2002 More Than interacted, migrated, and organized to meet basic needs, and will
Road, North Hodgkins 0088 Just Maps, research social systems, religions, monuments, communication systems, $1,350
Arlington, VA and calendars. In the winter, students will explore the history of trade at
22205 the Smithsonian's National Museum of Natural History They will recreate a Chinese feast, a medieval festival, and a medieval garden, and involve their parents and the community In spring 2003, students will participate in Greek and Roman games, conduct an Egyptian burial ceremony, and develop PowerPoint presentations to share with Ashlawn's second- and third-graders . This project will use LiterARTure Kits to integrate the arts with reading and
Blythe geography through Open Court, a reading curriculum . Many of the Open Elementary Court multicultural folk tales describe physical characteristics and School 12202 geographic phenomena of the Earth LiterARTure Kits contain Hambright Ms. Joan 2002 LiterARTure international Instruments, costumes, and materials for performing folk tales $1,999 Road Gaston 0089 Kits from around the world Students will use Kit materials to perform stories of Huntersville, NC different cultures, play instruments from those cultures, and learn about 28078 the environments of the stories The use of traditional language in the
different regions will broaden students'vocabula CALM Ms. Penn S 2002 Ohio Throu h a stud of historical events in Ohio, students will learn how $5,000
Exhibit B Page 15 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
Education 1905 Dyer 0090 Geography geography relates to their everyday lives The curriculum will include the England Hollow . The Start effects of glaciers, the effects of immigration and migration of various Road of It All cultures, the development of Ohio as a state; and the contributions of Chillicothe, OH Ohio residents in the areas of leadership, invention and exploration The 45601 project will culminate with visits to unique landmarks such as Hopewell
Culture National Historical Park, Ross County-Museum, Franklin House Museum, Knoles Log House, and McKell Library The project will allow students from a rural community to explore historic and geographic sites that would otherwise be inaccessible to them The objectives of this project are to increase awareness about world cultural geography as it pertains to the school curriculum, and as it pertains to the increasing diversity of the school and community The
Deering High A Lens on project will consist of a series of films shown at lunchtime on a weekly basis
School 370 the World, throughout the school year The series will include documentary and
Stevens Ms Sheri 2002 Cultural feature films from different areas of the world The shows will be available
Avenue Oliva 0091 Geography to all students and staff, with brief discussion before and after each film $1,000
Portland, ME Through Teachers from all disciplines will have students view the films and write
04103 Film reports that reflect the relevance of the films to different curricula The lack of culturally relevant coursework has had a negative impact on students who speak English as a second language at Deering There are high numbers of truant and dropout students in this group, which in the 2001-02 school ear comprised 10 percent of the student body
Devon Forest Special education students will publish a natural and cultural resource Elementary/Ne guide to Charleston, South Carolina The guide will explain the impact w Hope for Ms Kristen 2002 Project people have had on Charleston's resources, and suggest ways to Children 1127 M Stuffs 0092 HOPE conserve these resources During this project, students will be responsible $2,400 Dorothy Street for preparing and conducting interviews, taking photographs, and writing, Goose Creek, editing and publishing the guide Jobs include reporters/copywriters, SC 29445 hotogra hers/co ricers, editors, and publishers Dover Ms Patti2002Natural The purpose of the Natural New York Protect is to enable students to ~$1,840
Exhibit B Page 16 of 51
National Geographic Society Washington, DC EQd #53-0193519
2002 Return - Forth 990
Elementary Zangle 0093 New York gather and interpret information by exploring the geography of New York . School 9 School Students will learn new geographic vocabulary, create brochures, make Street Dover models of physical features, and participate in field trips to broaden their Plains, NY 12522 understanding of geographic concepts Field trips will include visiting
Clearwater, a Hudson River sloop, and Howe Caverns. Students will conduct research and create reports on the state, county, and local levels Families will participate by providing pictures and descriptions of places they have visited throughout the state of New York Using Narragansett Bay as a case study, urban students will engage in a
East comprehensive study of the issues facing littoral (shore) and marine Providence environments Students will research, role-play various perspectives, and Senior High Our work to mediate resolutions to problems in those environments School 2000 MS 2002 Oceans, Representatives from federal and state special-interest groups will be Pawtucket Maureen W 0094 Ourselves, invited to address the class Project objectives Students will develop a $5,000
Avenue East Spaight Our Future working vocabulary related to the marine industry and its issues, observe Providence, RI and map changes in the region, make Informed decisions about the best 02914 use of the region's resources, and apply computer technology to conduct
legislative research in archival collections. This project strives to promote understanding of how everyday actions
Four Corners affect local and regional ecosystems . Inner-city students will use maps,
School c/o digital photographs, probes, and autonomous robots to research and
Paulas Robotic present hypotheses From August 2002 through January 2003, students will
Administration Argonauts meet twice a week for project-based learning activities and project-
Center 1309 Mr. Drew 2002 from Shore centered instruction Examples of activities include Web-quests, guest $2,300 Hinds 0095 speakers, a JASON Project chat, and e-mail sessions with experts. With
Ferry Street SE, to Sea in guidance from a National Geographic Teacher Consultant, students will P.O . Box 12024 City Sights demonstrate their understanding in a visually enhanced presentation at Salem, OR Oregon's FIRST LEGO League tournament, in mid-January Students will 97309 also attend local and virtual field trips to learn how to raise Oregon salmon, and how to release them into their natural habitat Students will
Exhibit B Page 17 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
use real data, probes, and maps to find the best location for the release of the salmon Four elementary classes of low socio-economic, largely bilingual, urban
N-E-W-S students and their parents will travel to four different geographic regions
Students of California coastal, desert, mountain, and valley . Each destination is
Frank West Travel 105 only a one-day trip away from their city, yet most of the students have not
Elementary Miles From been beyond the nearest grocery store In the field, students will study Ms Eydie F. geography, history, and ecosystems Field experience will emphasize the
2400 Benton Alba- 2002 Home to habits of birds, to capitalize on students' existing knowledge of bird $5,000 Street Gamblin 0096 Regions habitats, gleaned from programs funded by previous grants . Hands-on Bakersfield, CA Where the lessons before and after each trip will teach map skills, photography, and 93304 California
Condors chart production so students can successfully organize in a spatial context
Roam information about the people, places, and environments that are unique to each region
The goal of this project is to foster academic success for culturally diverse
Glendale seventh-grade students and their low-income families through the study of
Middle School Sea brine shrimp, the geography of the unique habitat of the shrimp, and
1430 West Ms Collette 2002 Monkeys local and conservation issues A classroom "pre-field trip" by the Friends of
Andrew Way Maxwell- 0097 Life in the Great Salt Lake Director of Education will provide an overview of the Lake. $5,000
Salt Lake City, Cornwall Great Salt Students will take four field trips to the Great Salt Lake The first trip will
UT 84104 Lake provide an introduction to lake studies, brine shrimp, and migratory birds Successive trips will include viewing the nesting of birds in a breeding plumage
c Fifth-graders will use geography themes to understand how geGreat Brook has shaped the history of Hancock, New Hampshire . They will u, School 16 Hancock- Ms. Barbara 2002 diaries, memoirs, town records, historical photographs, and
1111L
School Street Then and
of
$3,500
~
j
Antrim, NH Black 0098 Now with local experts to explore how changing needs and the topof
03440 the land have affected the residents from 1750 to the present I completion of their study, students will publish a book contrastic
Exhibit B Page 18 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
and current photographs accompanied by student-written text In this digital cultural-exchange project, students in Seattle will use digital
Hamilton cameras, sound recorders, and the Web to connect with classrooms in
International Peru and Nepal . The curriculum will encourage the students to work with
Middle School Ms. Susan 2002 Digital their families and the community to document their cultures . Key to the
1610 N. 41st Ranney 0099 Cultural program is mentoring by professional photographers and sound artists. $3,800
Street Seattle, Exchange The students will post their results on a web site, which will provide the
WA 98103 foundation for an e-mail dialog of cross-cultural exploration between the three schools To culminate the project, students will identify their community problems and work with the partner schools to seek solutions Students will learn authentic songs and dances from a variety of cultures,
Harford Heights and learn how to play instruments from many countries. Students will
Primary School Where in perform at assemblies in December and May Second-graders will keep a
#36 1919 N Ms . Ellen 2002 the World musical passport documenting their musical Journey' to a new country
Broadway Vikestad 0100 Will Music each month during the school year . First-grade students will create music $4,053
Baltimore, MD Take Your Journals, and kindergarten students will keep a class chart of the origin of
21213 the songs they will learn All students will attend concerts by ethnic musical groups and will learn how to locate the geographic region of the different cultures on maps and globes. The goal of this project is to expand student experiential learning opportunities so the geography and culture of ancient Egypt, Greece,
Harrowgate Rome, China, and Mali come alive for third graders Students will learn
Elementary how geography affected the development of these civilizations by
15501 Ms . Judi 2002 Ancient making physical representations of each geographic region with other
Harrowgate Gilliatt 0101 Worlds thud-grade honor students . Projects will be displayed at a parent $1,885
Road Chester, Workshops assembly and then in the school's lobbies Students will attend a field trip -
VA 23831 to the Virginia Museum of Fine Arts to view exhibits on Egypt, Greece, Rome, and China Students will demonstrate their understanding of the ancient civilizations by participating in workshops. Workshops will vary from dance students teaching Greek dancing to art students making a
Exhibit B Page 19 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Forth 990
sarcophagus and decorating it with hieroglyphics The majority of students at Harrowgate receive free and reduced-price lunches. Many students are under tremendous pressure due to poverty, family conflict, divorce, child abuse, teen pregnancy, drug abuse, transience, or violence . In an effort to increase the geographic knowledge of students, Harvard Park Elementary will take third graders on a trip to the Mark Twain Cave
Harvard Park The Creating And Supporting Total Language Experiences team will hold Elementary Mark Twain planning sessions with classroom teachers to collaborate on
student 2501 South Mrs. Sandra 2002 Cave
activities The team will conduct language activities, spearhead $2,300 Eleventh Street Daniels 0102 project assessments, and provide resources to teachers . The culminating activity Springfield, IL will be a trip to Hannibal to tour the cave and pan for gemstones The 62703-3903 focus of the Mark Twain project will be geological vocabulary, animal life
in caves, good stewardship of the Earth, and Mark Twain Eighty-five percent of Harvard Park students live In poverty. In this project, students will explore and map the Souhegan Watershed,
High Mowing and will test the water quality and report findings to state and local
School P O Box The environmental agencies . Students will identify water quality issues of the Mr Gary S 2002 Souhegan Souhegan River, provide the tools needed to evaluate the river, identify 850 Abbot Hill $5,000 Banks 0104 Water human impact on the community resource, and become politically
Road Wilton, Project active with the communities in the Souhegan Watershed . The curriculum is NH 03086 activity oriented, consisting of a balance of classroom instruction and
fieldwork Field active will revolve around evaluation of river health The Home Towns Project will use geography to connect Washington, D C,
Jos-Arz with Institute, West Virginia Students will compile a pictorial of their Academy 220 favorite D.C . sites to present to a youth group in West Virginia, oversee Taylor Street, Mr John 2002 The planning a trip to West Virginia, and participate with the youth group in a $3,112 NE David 0105 Hometown field experience During this field experience, the students will explore how ,112
Washington, Robinson s Project geography creates town cultures, discuss perspectives on history, and DC 20017 explain what it means to them to be a teen in America Within the
pictorial component, students will learn how to identify sites that hold
Exhibit B Page 20 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
significance and how to present this information using photography While planning the field experience, students will learn different types of mapping They will also gain skills in creating questions prior to research, presenting information, facilitating a conversation, and conducting a thoughtful exploration . Students at Jos-Arz Academy PCS suffer from different levels of emotional and behavioral disorders and all live within the District of Columbia . Efforts are underway to attract more people to Fairfield . businesspeople and their families, retirees, and university students Middle-school geography students will evaluate the impact of increasing Fairfield's population from 12,000 to 20,000 The students will address one specific
Maharishi Geographi issue What would be the impact of a population expansion on the local School 804 environment, on the human community, and on the ecosystem? Exploring North Third Ms Marie 2002 c Learning population Increase will allow students to learn how the movement of $571 Street Fairfield, Loiselle 0106 and City people into an area could influence the geography of an area . Students IA 52556 Growth ,�ill learn how the town was originally settled and how history influenced
population changes in the town Local planning groups will benefit from presentations to the community that students will give on the potential changes that could occur if 8,000 additional people were added to the area Students will explore the physical landscape and the cultures that have
Meadow developed on the seven continents The intensive continent study will
School 880 Ms. Suzie A Survey of include academic and sensory activities, students will use the outcomes 2002 of these activities to publish their final products Students will take digital $2 Maria Drive Howell- 0107 the pictures and videotape events and activities reflecting their study of each
,255 Petaluma, CA Olson Continents continent These will be included on a Web page or an iMovie After the 94954 program has been piloted in Meadow School classrooms, teachers will -
begin implementing the project in all third-grade classes in the district . New Hartford- Ms. Kathy 2002 Interdiscipli Sixty-three eighth-grade students will participate in an interdisciplinary IS2,000 Dike Junior High Sundstedt 0108 nary three-day, two-night environmental education experience at eagle Bluff
Exhibit B Page 21 of 51
National Geographic Society Washington, DC EW #53-0193519
2002 Return - Form 990
508 Beaver Experiential Environmental Center, in Lanesboro, Minnesota During the day at Eagle Street New Environmen Bluff, students will participate in four experiential classes taught by Hartford, IA tal naturalists, who will be assisted by teachers and parent chaperones 50660 Education Evenings will include presentations and activities New Hartford-Dike Junior
High School is in a rural community, about 25 percent of Its students qualify for the free and reduced lunch rate .
Promoting Thud-graders will begin the 2002-03 school year learning basic map skills,
Geographi then use these skills and field experiences to map their community and
Norwood Street city . Next, the students will be introduced to various habitats in Southern School 2020 c California and life forms within these habitats . Students will learn how Oak Street Los Ms . Patricia 2002 Knowledge humans have affected and impacted native habitats For the culmination $4,620 Angeles, CA Bark 0109 of of the project, students will research native plant species, then plant the 90007 California
Through native species at their school Norwood is an inner-city school with a 96
Education percent Hispanic population One hundred percent of the 1,179 students qualify for the free school breakfast and lunch program "Water Works" is a multidisciplinary aver-based curriculum for grades four
Oak Grove through six The idea grew from students' positive response when they
Montessori studied rivers as part of the National Geographic Society program
School 132 Geography Action! Rivers 2001 . The main objective of the curriculum is to
Ms Nancy L 2002 Water make students lifelong stewards of rivers Students will plan a flight path of Pleasant Valley $Q Rawn 0110 Works an aerial tour, which the students will then take with a local licensed -033
Road Mansfield private pilot-aerial photographer to document the Little River. Students will Center, CT use USGS topographic quadrangle maps of the watershed region, route 06250 maps, aerial maps, and field experience to document landforms and
land use P G T Students will understand and use directional terms to identify specific Beauregard The states and parishes Students will use latitude and longitude to identify Middle School
Ms . Karen S 2002 Reachable absolute locations, track hurricanes, and learn about Earth's atmosphere $4,588 1201 Bayou Klaus 0111 World and weather The curriculum will focus on the geographical themes of Road St place and location Students will travel virtually to different biomes to
Exhibit B Page 22 of 51
National Geographic Society Washington, DC EQd #53-0193519
2002 Return - Form 990
Bernard, LA conduct investigations of living things and their ecosystems while studying 70085 ecology and the importance of human interaction with the environment
in this program, a three-day geography camp will culminate a year of instruction and educational experiences for Talented and Gifted (TAG) students Throughout the school year, students will concentrate on many
Pineville Middle TAG, geography standards in preparation for the TAG, Geography's Its camp School P.O . Box Ms Dreama 2002 Sixty students will attend the summer camp, which will take place in the Geography $3,646 470 Pineville, Shumate 0112 i economically and culturally deprived coal-mining country of southern 's It WV 24874 West Virginia Camp activities will include a scavenger hunt and naturalist
hike that students will document with digital photographs; storytelling about the local area, making toys from natural and/or found objects and wood, and a simulation activity to identify why human migration occurs .
Putnam Valley This application seeks funding for a protect that will immerse general and Elementary special education students in an environmental education program with School 171 Inclusion a hands-on, experiential format Using the Taconic Outdoor Education Oscawana Mr Ralph 2002 Comes Program staff, the grantees will conduct a three-day field experience for $4,664 Lake Road
Smith 0113 Naturally students full of instruction of skills such as map-reading and canoeing, and Putnam Valley, other outdoor activities . Parents will be included in an evening program to NY 10579 hel educate students' families on environmental issues
Students will study biodiversity using Zoo Atlanta as a resource In preparation for their visit to the zoo, every student will select an animal
Rockdale Field and study the geography of that animal's habitat. Students will research
County High Research in human-environment interaction and learn how organizations such as Zoo
School 1174 Mr David 2002 Geography Atlanta are preserving endangered species and habitats After their visit
Bulldog Circle Newland 0114 and to the zoo, each student will create a PowerPoint presentation that will $3,575
NE Conyers, GA Biodiversity include the threats to "their" animal's survival, ways people are trying to _
30012 at Zoo save the species, and what students can do to help. The best Atlanta presentations will be showcased at an international dinner in November .
Most of the students at Rockdale come from blue-collar homes and cannot afford to visit venues such as Zoo Atlanta
Exhibit B Page 23 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
Sacajawea This project will develop a curriculum on the geography of Montana,
Middle School primarily for the eighth grade The curriculum includes hands-on lessons
3525 South Mr Roy 2002 Exploring . with maps, GPS units, and compasses to give students practical
Third Street Crosby 0115 The Last application in determining latitude, longitude, cardinal direction, and $5,000
Bowman, MT Best Place scale Students will study topography and travel to the Butte-Anaconda
59715 Range area and the Virginia City-Nevada City area to discuss the environmental impact on Montana from lumbering and mining .
Sandpiper This project is a yearlong thematic unit on geography and multiculturalism
Elementary People and that focuses on Florida, and on the United States . The project is designed
3700 Hiatus Ms Jessica 2002 places to meet the needs of lower functioning K-3 autistic students . Using new, $2,4
Road Sunrise, Sweeney 01 16 Around Me hands-on materials, students will learn through play, problem solving
FL 33351 (puzzles and computer games), reading books, listening to multicultural music and instruments, and making multicultural art projects .
Life on the Other Side
Santa Catalina of During the 2002-03 school year, students will use the Carmel River
School 1500 Monterey watershed to study geography, biology, and environmental science This Mr Michael 2002 Bay An project will immerse students in field-based research and offer an Mark Thomas $2 Arquin 0117 Integrated engaging and authentic representation of scientific research Through
.100 Drive Monterey, Study of field trips, advanced technology, and guest lectures, students will be CA 93940 the Carmel introduced to land-use analysis, GIS and GPS, and remote-sensing tools .
River Watershed
To expand student experiential learning, curriculum will be designed and
Sitka High Sitka implemented around the local environment Students will study the Ms Jody Students presidency of Thomas Jefferson, which includes study of the Lewis and
School 1000 Smothers 2~~2 Experiencin Clark Expedition Taking cues from the expedition, students will practice $5,000 Lake Street Marcello 0118 g geographic skills and record their observations within the city and Sitka, AK 99835 Geography borough of Sitka Opportunities for experiential learning and fieldwork exist
on the road system, along hiking trails, and in Sitka Sound Materials will be
Exhibit B Page 24 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
purchased to help form a foundation for classroom learning . (The only school materials that would now support a course such as this are history textbooks and two pull-down wall maps .) Third-, fourth-, and ninth-grade students will use inquiry-based learning to document geographical migration patterns of selected species. The
Spalding curriculum begins with a speaker from the local university and a field trip
Academy 310 Where Do to Rowe Sanctuary during the peak migratory period of Sandhill cranes
West Ms Polla S 2002 They Come All grade-level students will work in teams with local experts to conduct
Marguerite Hartley 0119 From research on species migration; ninth-graders will mentor the younger $3,465
Street Spalding, Where Do students . Teams will contact cooperating schools along the current
NE 68665 They Go . documented migratory route using e-mail or other means of communication to help document migration Teams will evaluate the data for environmental Impact of migratory species on ecosystems and design multimedia presentations for community groups The goal of the Courtyard Habitat Project is to develop an enclosed
Stony Brook The Stony courtyard of Stony Brook School into an outdoor environmental classroom
School 44 Stony Brook The landscaping will reflect the unique diversity of the many habitats Ms Pamela 2002 found in New Jersey The Courtyard Habitat Committee has designed a Brook Road School $5,000
Rockaway, NJ Wood 0120 Courtyard landscape that will incorporate the wishes of students and the advice of
07866 Habitat landscape professionals Funding is needed for plants, planting materials, and tools to implement the project, which will benefit all K-5 students in the school Fourth-grade students will travel with Ibn Battuta on his 14th-century
The Key School journeys through North Africa, the Middle East, and Far East Students will 534 Hillsmere The Travels become familiar with the lands, cultures, and religions of the regions that Drive Mr. Martin 2002 of Ibn Battuta traversed. Students travels will conclude in the bazaars of Cairo, $5,000 Annapolis, MD Beadle 0121 Battuta Tangiers, and Baghdad, which they will recreate in their classrooms, along 21403 with storytellers and exhibits of arts and crafts from those three mayor
cities . Thelma Ms. Sarah 2002 Make Every The goal of this project is to promote geographic knowledge and S1,305
Crenshaw Roberts 0122 Day Earth stewardship of natural resources to first-grade students Another objective Elementary Conner Day is to expand the students' experiential learning beyond the classroom by 11901 Bailey engaging families in home projects The money requested will cover Bridge Road "hands-on, minds-on" activities for approximately 155 students. Activities Midlothian, VA will include a visit to a water treatment plant, the adoption of a whale, 23112 and a presentation by the Children's Museum of Virginia titled Recycle
and Conserve . In this project, 43 at-risk, inner-city fifth- through eighth-grade students will explore the physical and human geography of the Vacamas Academy
Vacamas The residential alternative school, a 500-acre site Students will participate in a Academy 256 Mr. David 2002 Classroom
survey project to mark the boundaries and map the geographic features Macopin Road Langenmay 0123 Without of the site . A local civil engineer will assist with the survey. Students will $1,999 West Milford, NJ r Walls conduct research on the history and human geography of the site, which 07480 Project includes orchards and a post-WWII Red Cross rehabilitation facility
Students will publish then findings on a Web site that they will create and maintain
Total Teacher Grants
Exhibit B Page 25 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Forth 990
Grants Cancelled/Returned 1500
Exhibit B Page 26 of 51
National Geographic Society Washington, DC EfN 453-0193519
2002 Return - Form 990
Discretionary/Special Programs ' Year 2002 These awards support projects that stove to improve geography education and increase geographic knowledge, and which generally have national impact or the potential to serve as model projects The total awarded in this category was $715,000
Organization Primary Contact ID Project Title Project Description Grant
Amount Chesapeake Bay Launched in fall 2001 with leadership support from NGS, Chesapeake Foundation, Inc Philip Chesapeake Classrooms is an educational and field exercise program designed to Mernll Environmental Mr Donald 2002 Classrooms support teachers m implementing multi-week units utilizing the schoolyard, $200,000 Center 6 Herndon Baugh 0251 2003 immunity, and local environment as an integrating theme for instruction, Avenue Annapolis, in order to promote student achievement and increase environmental MD 21403 literacy and stewardship activities within the Chesapeake Bay watershed
Coastal America, in partnership with Sustainable Seas Expeditions and
Coastal America National Geographic Television, will sponsor Student Ocean Conferences
Foundation, Inc 100 Student at four Coastal Ecosystem Learning Centers in 2003 and 2004 These
Muron Avenue Bill Hubbard 2002 Ocean conferences will focus on protecting, preserving, and managing marine $40,000 Bellmgham, MA 0252 Conferences, sanctuaries and marine protected areas, and will allow students and
02019-2112 Year 3 teachers to explore and understand the marine world around them through field tops, briefings with experts, small discussion groups and hands-on experiences
Discovery Creek Children's Museum of Washington 5125 Discovery Creek will provide a traveling environmental program to MacArthur Boulevard Ms Susan 2002 The Rolling schoolyards, parks, and community centers with the Rolling Rainforest, an NW Washington, DC M Seligmann 0253 Rainforest authentically recreated slice of Central/South American ramforest housed $25,000 20016 m a 53-foot trailer Museum staff will teach educational programs and
provide resource kits and related activities
Exhibit B Page 27 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
District of Columbia Signals of - Systemic adoption of program into DCPS Social Studies and Public Schools 825 Spring Science curricula - Promote student achievement by performing North Capitol Street, Mr. Paul 2002 geography/science investigations - Teacher professional $35,000 E 9th Floor Vance 0005 Marine development to facilitate classroom investigations - Students ME
Washington, DC Animal interact online with scientists and geographers during the project 20002-4232 Migrations analysis -
National Geographic will provide an opportunity for disadvantaged 6th graders from five KIPP schools (New York, Texas (2), North
KIPP Carolina, and Washington, D.C ) to participate in a Wilderness Field KIPP Agency, New (Knowledge Lesson in May 2003 During the seven- to ten-day lesson, KIPP York 199 Lincoln MS W 2002 Is Power students will apply the scientific and geographic skills learned during Avenue Bronx, NY Christine 0254 Program) the academic year on field trips to Utah's national parks, Cherokee
$200,000
10454 Choi Wilderness National Forest, and the Great Smoky Mountains The field lesson will Field Lesson offer learning experiences in the natural world, encourage students
to set high academic and personal goals, and help nurture self- esteem, team-building, and character development McREL will identify a statistically significant sample of Alliance- trained 8th grade teachers who will administer a NAEP-derived testlet to their students (NAEP is National Assessment of Educational Progress ) The same firm scoring the national test will score the testlet The results will indicate how the students of the Alliance-
McREL 2550 South National trained teachers perform compared to similar students of non-NGS- Parker Road Suite Ms Kerry 2002 Geographic trained teachers on the national assessment McREL's analysis of the $85,000 500 Aurora, CO Englert 0019 Alliance results will allow the NGS Education Foundation to assess the 80014-1678 Study progress of its effort to improve geographic literacy and/or suggest
future funding strategies The mayor expenditure will be a subcontract with National Computing Systems (NCS) to score the - exams NCS is doing all the grading for NAEP nationally and their participation will ensure consistency in scoring. Deliverables The NGS Foundation will receive an analysis of student performance
National Geographic Society Washington, DC EW N53-0193519
2002 Return - Form 990
and Its relation to teacher professional development. Individual participating teachers will get an analysis of how well their students did in comparison to national norms.
National Geographic will provide scholarships for disadvantaged students and then teachers to receive three types of place-based geographic education (a) field science programming for students in national parks, including preparation and follow-up, (b) professional development for teachers, and (c) a mentoring program for teens . Classroom visits, institutes of up to five days in a
Geographic park, and follow up support combines experiential learning, Yosemite National Education scientific inquiry, and the outdoors to create a remarkable Institutes GGNRA Ms Alison 2002 educational experience for K-12 students Professional for $130,000 Building #1055 Hill 0182 Underserve development, in the form of 2 week-long summer trainings, provides Sausalito, CA 94965 educators with new expertise and curricula to integrate -
d Students - environmental themes and project-based learning into their core classroom instruction The Teen Environmental Action Mentorship (TEAM) program is a year-long leadership training program for high school youth from economically disadvantaged communities that inspires young people from diverse areas to become effective and inspiring educators, stewards, and mentors in their home communities
Total Discretionary Venture Fund Grants
Exhibit B Page 28 of 51
Exhibit B Page 29 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
Grants From Endowed Funds Year 2002
Organization Primary ID Project Title Project Description Grant
Contact Amount Boys & Girls Clubs Geography In a plot test of the suitability of geography content for offer-school of Central Ms Program - programming, the Canton Unit of the Boys and Girls Club of Central Mississippi, Inc Marilyn 2002 A Mississippi will adapt the "Earth 2 U" program to offer one hour per week $20,000 P O Box 3194 Blackledg 0006 Supplemen of activity/instruction to 75 children Content will be tied to the state's Jackson, MS e t to School education standards If the pilot goes well, the Club expects to expand 39207-3194 Activities the program to the other five units in its geographic area Canadian Council for Geographic Canadian Education The Standards The Canadian Council for Geographic Education (CCGE) wishes to Royal Canadian Louise 2002 for develop a teacher training institute that would serve as a model for all $5,000 Geographical Maffett 0043 Geography Canadian educational jurisdictions to train teachers to implement the Society 39 Teacher Canadian National Standards for Geography at ail grade levels . McArthur Avenue Institute Ottawa, Ontario Kl L 8L7 Canada Canadian The Canadian Council for Geographic Education Initiated an annual Council for Canadian award in 2000 to honor and recognize individual effort in the Geographic Louise 2002 Geographi development, enhancement and/or promotion of geographic literacy in Education The $5,000 -
1 Royal anadian Maffett 0042 c Literacy Canadian education Nominations are required and the selection is
Geographical Award 2002 made by the CCGE Executive in September. The 2002 Award will be -
Society 39 presented to the recipient shortly thereafter on a suitable occasion
Exhibit B Page 30 of 51
National Geographic Society Washington, DC EW #53-0193519
2002 Return - Form 990
McArthur Avenue Ottawa, Ontario Kl L 8U Canada Colorado Geographic Assessing Alliance University the Ten Colorado teachers will attend an intensive GIS summer institute in of Denver Center Dr James Effectivene Boulder, Colorado from June 24-28, 2002 . The teachers selected will for Teaching P 2002 ss of GIS in agree to use GIS activities with their classes during the following school $10,000 International Doerner 0017 Standards- Relations 2201 year and participate in follow-up evaluation of their institute's
South Gaylord Based effectiveness
Street Denver, CO Geography
80208 Connecticut Geographic The payout from the Connecticut Fund will be used to make grants and Alliance support programs aimed at improving the teaching and learning of Department of
Plan for geography, international and environmental education in Connecticut Geography Thomas R 2~~2 The plan takes into account the National Geographic's "Geography University of Lewis, 2002 Geography Action" theme for the year on Public Lands, as well as initiatives and $96,830 Connecticut Unit Ph .D . 0239 Education mandates in the social studies, for example, assessment We will continue 4148, 215 Fund to work with the Connecticut Resource Recovery Authority's education Glenbrook Road, Payout staff on outreach activities and teacher grant assessment, and recognize Room 421 Storrs, their desire to emphasize the outdoor education experience CT 06269-4148 Denver Museum Denver A series of three two-day workshops will provide geographic background of Nature & Basin information on the changing geology, environments, and urbanization Science 2001 Ms. Polly 2002 Teacher effects of the Denver Basin to 120 5th-10th grade teachers selected by $15,000 Colorado Andrews 0016 Professional school district personnel A professional geographer and an experienced Boulevard Developm teacher consultant will review curriculum materials to ensure goegraphic Denver, CO 80205 lent content
Exhibit B Page 31 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
Program District of Columbia Geographic Plan for The D C Geographic Alliance is an organization of more than 100 Alliance c/o 2002 Gwendol educators committed to the enhancement of geographic education In National 2002 Geography yn H the District of Columbia schools Our primary goal is the support of $88,357 Geographic Faulkner 0240 Education teachers as they strive to improve academic achievement while Society 1145 17th Fund "Leaving No Child Behind " Street (M, 2nd Payout floor) Washington, DC 20036 Geographic Alliance of Iowa Plan for University of 2002 Activities for the program year include a winter and a summer workshop . Northern Iowa Kay E In addition, the plan includes the continuation of the Newsletter and the Department of Weller, 2002 Geography Web site, and continuing support of a geography strand at the Iowa $26,816 Geography Sabin Ph .D 0242 Education
Fund Council of the Social Studies. Salary for the administrative assistant is Hall #1 Cedar included as well . Falls, IA 50614- PaYout
0406 Hewit Institute for The project will draw upon federal decennial census data for Colorado History and Social counties to produce these instructional materials The materials will be Science Online geared to the Colorado model Content Standards for Geography and Education Mapping of History (and Economics and Civics, as appropriate), and
will feature such University of Mr. James 2002 themes as population, economic activity, urban growth, and the $3,500 Northern R. Geese 0045 Colorado's environment among others The intended audiences for these materials Colorado 501 Historical are 4th and 8th grade teachers and their students . The materials will be 20th Street Geography posted on the "Doing History/Keeping the Past" Web site, created and Campus Box 102 maintained by the Hewit Institute . Users will be able to use the materials Greele , CO online and will be able to download all materials in easy-to-use formats
Exhibit B Page 32 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Forth 990
80639 Ninety-two 5th-8th grade students will use computers, globes and
Holy Family Ms.Adele Geography textbooks to establish a basic set of geography skills . Students will School 395 N 2002 research different cultures from around the world and then meet with 10 Ford- and $600 West Street Holly gonica 0007 Culture international graduate students at the University of Mississippi to review Springs, MS 38635 their findings, with special regard to language, material goods, food, and
reli ious differences Illinois The Illinois Geographic Alliance proposes to use the 2002 payouts from Geographic the Illinois and Chicago Geography Education Funds to support a Alliance Illinois
Plan for number of projects critical to our mission including support for the central State University Norman 2~~2 operations and staff, outreach activities such as "Geography Action!," Curriculum and C Bettis, 2002 Geography the National Geographic Bee, the alliance newsletter, Web site, and the $82,509 Instruction Ph D X241 Education NGS Lecture series educational broadcasts in Chicago, the funding of Campus Box 5330
Fund worthy proposals of up to $5,000 from teachers and educational Normal, IL 61790- PaYout agencies in Chicago, and staff development endeavors such as travel to 5330 professional meetings, summer institutes, and workshops.
Middle School
Jefferson County Geography Jefferson County teachers have drafted one district geography
Public Schools Assessment assessment validated by external review and are developing three 1829 Denver West
Brian 2002 Project additional assessments The revision and pilot success has revealed Drive P O Box Loney, 0046 Empowenn extensive staff development needs. This grant is designed to provide $17,400
4001 Golden, CO Ph D g Teachers as Assessors teachers the content knowledge necessary to facilitate student success
80401-0001 of Students' on the assessments
Geography Knowled e
Kansas John 2002 Plan for The activities of the Kansas Alliance during this program year include Geographic Heinrichs, 0243 2002 professional development of geography educators, curriculum $26,88 Alliance Fort Hays 1Ph D Geography , development and distribution, outreach, fundraisin g, and general
Exhibit B Page 33 of 51
National Geographic Society Washington, DC EQd #53-0193519
2002 Return - Forth 990
State University, Education administration of the alliance The efforts of the Alliance will be leveraged Dept, of Fund through improving teacher quality, partnerships with other organizations, ' Geosciences 600 Payout developing new funding sources, and in-kind support Park Street Hays, KS 67601 LafayetFe Elementary Dr. Glenn 2002 The World is Lafayette staff will review their curriculum to add
the Whole School School 150 CR Kitchens 0008 Growing
Initiative model in a way that promotes increased geography instruction. $4,932 404 Oxford, MS Smaller Students will receive geography instruction for one semester . 38655 Michigan Geographic Plan for The Binsfield Endowment provides the core support for the Michigan Alliance Central 2002 Michael Geographic Alliance to develop and support a network of Teacher Michigan 2002 Geography
294 Libbee, 0244 Education Consultants, provide in-service workshops for teachers, administer the $57,582
University Dow Science Mt Ph ~ Fund Michigan Achievement Project (MAP), and develop and fund new
Pleasant, MI Payout Projects,
48859 Minnesota Alliance for Geographic Plan for Education 2002 The alliance will offer a series of pre-service and in-service professional Macalester David A 2002 Geography development programs for Minnesota Teachers as well as a set of College Lanegran 0245 Education o $53,631 Department of , Ph D. opportunities for Minnesota students to be engaged in enriched
Geography 1600 Fund curriculum and necessary core support
Grand Avenue St Payout
Paul, MN 55105- 1899 Mississippi Arts Ms 2002 Place-Time- The grant will support a five-member development team designing two540,900
Exhibit B Page 34 of 51
National Geographic Society Washington, DC EQV #53-0193519
2002 Return - Form 990
Commission 239 Martha 0009 Event; three-hour interactive experiences, each highlighting new, distinct N Lamar Street Cheney Experiencin geographic regions of the state Once developed, the new modules will Suite 207 Jackson, g History be presented to 26 Whole School Initiative schools across the state over MS 39201 Through the course of one and a half days of training, participating schools will
the Arts identify a main contact who will promote the program to surrounding schools Follow-up presentations will be made to each of the schools individually and a one-day debriefing session will be held to reconvene the participants
Mississippi MGA will sponsor a weekend conference bringing together pre-service Geographic teachers and then professors from across the state, representing all Alliance MGA Pre- grade range and content areas, for intensive geography professional Mississippi State Service development A Friday evening session will focus on the five themes of University P O Box Dr Taylor 2002 geography and the national geography education standards Saturday's 5448, Dept of E Mack 0010 Conferenc
Geography agenda will offer concurrent sessions with interactive geography lessons $~5,145
Geosciences presented by senior MGA Teacher Consultants All participants will Mississippi State, e receive a booklet of simple geographic activities to use during their first MS 39762-5448 days in the classroom .
Under the guidance of a geography specialist, the museum staff will
Mississippi design and deliver teacher workshops including slides and
Museum of Art transparencies, a workshop handbook, guest lectures, lesson plans, an
201 East Ms . Betsy 2002 Passages: interactive student gallery tour, and a CD-ROM and maps of Africa . In
Pascagoula Bradley 0013 Photograp addition, guides to the gallery for teachers and for students will be $15,400
Street Jackson, by in Africa developed, and the materials will be placed on a Web site for the
MS 39201 exhibit. The material will be promoted to 2,200 teachers on the Mississippi Geographic Alliance database in addition to 40,000 educators statewide.
North Dakota Plan for The North Dakota Geographic Alliance (NDGA) seeks to receive 2002 Geographic Mr Eric 2002 2002 endowment income in June 2003 and to use that income to cover 2003- S26,463. Alliance Minot Clausen 0246 Geography 2004 budget year expenses During the 2003-2004 budget year NDGA will
Exhibit B Page 35 of 5 1
National Geographic Society Washington, DC EW #53-0193519
2002 Return - Form 990
State University Education publish its quarterly magazine and its quarterly newsletter, hold an Annual 500 University Fund Meeting, attempt to grow fully funded membership to 300, provide Avenue West Payout support for the North Dakota History Day Program, and add at least Minot, ND 58707 $10,000 to the North Dakota Geography Education Fund
A five-day instititute will be held for 20 K-12 teachers by OKAGE teacher consultants and NASA Earth Science Office Instructors. The institute will
Oklahoma include a workshop on the NASA-sponsored GENIP program, "Mission
Alliance for Geography," as well as a workshop from OKAGE's "Oklahoma from
Geographic Space project A Web site will be developed that allows teachers to adopt whole group instruction or self-paced learning that ties photo Education Space interpretation to the state's "PASS" education objectives Workshops will
Department of Dr 2002 Photograp subsequently be conducted around the state using the Department of Geography 100 Rebecca $20,007 East Boyd SEC 410 W Scott
0001 by in the Education's professional development centers April - May 2002'
B The University of Classroom Promotion of the program, including at the Omniplex "Oklahoma's Place
Oklahoma from Space" expo where 1,000 teachers and 5,000 students will be
Norman, OK reached July 2002: Six-day institute/50 hours of training for 20 teachers
73019 October 2002' Promotion and workshops at the OKAGE fall conference January - April 2003 Completion of curriculum, Web site February 2003 Workshops at the OK Social Studies mid-winter conference May 2003 . Final report
Oxford Middle Hands-On The lead teacher will incorporate geography into two established three-
School 501 Martin Chinese Week Asian Studies units in which students will be introduced to the
Luther King Jr, Ms June 2002 aid subject matter through videos and reading assignments They will $3,500 Drive Oxford, MS S . Prater 0011 Japanese subsequently rotate through a series of hands-on art assignments,
38655 Project including map-making After their own instruction, the seventh graders will work with younger students to teach them about Asian culture .
Quapaw Public Two senior teacher consultants in Oklahoma will pair up to provide three Schools 305 West Denise 2002 Oklahoma days of training at the University of Oklahoma for K-12 teachers on the First Street Rhodes 0003 The Home use of the geographic perspective while using primary materials for $16,200
Qua aw, OK Front World War II studies in history, economics, and geography classes. Thirty
Exhibit B Page 36 of 5 1
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
74363 participating teachers will help create a lesson plan resource book to be disseminated through the OKAGE network Topic areas will include- Oklahoma prisoner of war camps, international military presence in the state, rationing of goods, and the location of \AIWII military bases - April 2002 - January 2003 Promotion of project via OKAGE/Distribufe lesson plan resource book to 500 teachers statewide - February 2003 OK Social Studies mid-winter conference workshop - June - August 2003 Preparation and 3-day workshop at OU/30 teachers receive 18 hours of training - September - December 2003 Participants offer local workshops/4,500 students receive 2 hours of instruction on geography of 1WWII - December 2003 : Final report Advised by both Indian and non-Indian educators, Red Earth will create a modular CD-ROM package using interactive multimedia to provide 4th-8th grade teachers and students with curriculum resources in geography, history and art regarding Oklahoma's Native American
Indian tribes The CD-ROM will feature maps, photos, video, audio clips, artwork, Red Earth, Inc Tribes of and music . Each module will be designed to address a separate 21 00 IN E 52nd Mr John 2002 Oklahoma . component of Native American history in Oklahoma . The material will be $15,000 Street Oklahoma L Elder 0002 An available to the public at two dedicated computer workstations at Red City, OK 73111 Interactive Earth's headquarters. In addition, the CID will be mailed to 1,000 schools
Journey and educational institutions statewide March 2002: Finalize components of CD-ROM April : August 2002 Development of prototype September 2002 Broad view of prototype/70 teachers receive 8 hours of instruction on the CD-ROM November 2002 CD-ROM distribution (1,000 copies) January 2003 : Final report _ I
Rosa Scott Middle The project will develop a teaching package on the Natchez Trace, School 200 Mr 2002 Tracing Our located two miles from Rosa Scoff Middle School, created by students Crawford Street Thomas P 001 2 Trace JOT) themselves . Students will hear from experts and conduct research on the $14,475 Madison, MS Watts area prior to engaging in projects to create a 20-minute video, a 24- 39110 page magazine, and a Web site These materials will be supported by a
Exhibit B Page 37 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
"How-to-Use" guide and shared with elementary schools across the state. Royal Canadian The Board of Governors of the Royal Canadian Geographical Society Geographical The Great recommends that the payout amount available in 2002 from the Society 39 Louise 2002 Canadian Canadian Geography Education Fund be used to support the Great $30,230 McArthur Avenue Maffett 0044 Geography Canadian Geography Challenge, a national student competition by the Ottawa, Ontario Challenge Canadian Council for Geographic Education (the Canadian K 1 L 81_7 Canada lGeographic Alliance) Tennessee Geographic Alliance 304 The funding this year will enable the Tennessee Geographic Alliance to Burchfiel Plan for continue programs that focus on technology and population The Geography 2002 Alliance will pursue additional, external funding from sources such as the Building Kurt L. 2002 Geography National Endowment for the Humanities Funds for the current program $33,850 Department of Butefish 0247 Education 'I] also assist social studies teachers who are teaching out of field Geography Fund year wl
University of Payout to meet "Highly Qualified Teacher in Every Classroom by 2005/No Child
Tennessee Left Behind" endorsement and certification requirements .
Knoxville, TN 37996-0925 University of Colorado In support of operating expenses of the Colorado Geographic Alliance Northern Geographi to continue operation in the program year September 2002 through Colorado Dr . James 2002 c Alliance August 2003 . The Colorado Geographic Alliance will continue its Department of P 0181 Program presence in the state and will pursue additional grant funding for $45,000 Geography Doemer Plan programs, either on its own or through partnerships with other Greeley, CO 2002/2003 organizations 80639 1 Virginia Plan for The Virginia Alliance will address two priority activities in this plan year The u Geographic Joseph 20012 2002 Alliance-produced atlas and CD-ROM designed to support the Virginia Enedy 0 C $53,596 Alliance Virginia Ph .D . 0248 Geography Studies program will be the centerpiece of a year-long Alliance effort to Tech Department Education solidifv th se materials with each fourth grade teacher in the
Exhibit B Page 38 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
of Geography Fund Commonwealth of Virginia Secondly, core operations of the alliance will Blacksburg, VA Payout be studied to streamline, improve communications, and become more 24061-0155 sensitive to the instructional needs of the K-1 2 social studies educator. World Wildlife Fund Canada 245 Wild World Eglinton Avenue Mr. Steve 2002 Map -
$17,560 East Suite 41 0 Rayment 0085 Giveaway Toronto, Ontario in Canada M4P 3J I Canada
Students will work collaboratively in content-specific teams (on issues such as habitat, weather, vegetation, geography, bathymetry, and species) to use NASA--
District of and other remote sensing--earth imagery and data to explain the migration of Columbia Public Signals of sateilite-monitored marine animals Using a standard Internet browser, students Schools Mr Paul 2002 the Spring . access the project's Web site to view real-time maps of a marine animal migration 825 N Capitol St, Marine $25,000 NE, 9 1h Fl . Vance 0005 Animal and make online journal entries analyzing their observation Wildlife. biologists
Washington, DC Migrations and scientists periodically review and comment on their journals TheDistrictof
20002-4232 Columbia Office of Academic Services will incorporate the Signals of Spring program into its Social Studies and Science curricula, primarily in the 7th and 8th grades The program supports educational outreach related to the NGS Lecture Series,
The Chicago various "Live from National Geographic" in Chicago, as well as support other $13,000
Fund educational efforts designed to improve and expand K- 12 geography education in the Chicago area
GeoTrips Teacher various In partnership with the National Geographic Channel, teachers are given grants $35,210 Grants for local, geography-focused field trips for their students Indiana State National Geographic granted $ 100,000 to the Indiana state geographic alliance Geographic various for the purpose of "strengthening geography education in Indiana." $100,000 Alliance Wyoming William J 2002 Plan for The Alliance will have five major areas of concentration for the current $88,651
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
Exhibit B Page 39 of 51
Geographic Gribb, 0249 2002 program year student engagement with the Wyoming Expo and the Alliance Ph .D . Geography Journey through Wyoming projects, curriculum materials with the Department of Education publishing/CD-ROM/Web site of the Wyoming Atlas, lesson plan and Geography and Fund ARGWorld : professional development with administrators on teaching Recreation Payout and summer institute, Advanced Placement Geography workshop, and University of the standards-based integration with other disciplines . Wyoming Box 3371, 207 A&S Building Laramie, VVY 82071
Ferguson-Judge Fund
Primary Grant Organization Contac ID Project Title Project Description Amount t
Earth Conservation Moving Beyond The goal of this challenge grant is to institutionalize the successful Corps First Street & Mr the Pilot Program- Kingman/Heritage Island pilot project This commitment from the Potomac Avenue Robert 2002 Institutionalizing Society as lead donor and key partner along with strong Interest $50,000 S E Washington, DC Nixon 0183 the from other funders and governmental agencies will set the program 20003 Kingman/Heritage on the path toward sustainability, and permanence Island Project I I ___J
Exhibit B Page 40 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Fonn 990
Wendy Rogers Fund
Grant Organization Primary ID Project Title Project Description Amoun Contact t
This project will engage students in an intensive and broad investigation of the Greater Yellowstone Ecosystem The overarching objective Is for students
Helena High Prairie to to develop a personal relationship with the land and become thoughtful
School 1300 Peaks informed citizens who are actively invested in the future of the ecosystem
Billings Avenue Mr James 2002 Adventure in Students will proficiently interpret and analyze several types of maps, $4,984 Helena, MT G Schulz 0103 the Greater proficiently operate GPS receivers and computer mapping software, be
59601 Yellowstone able to identify physical features, construct snow pits and shelters; and use Ecosystem digital photography to record events . Students will fake a field trip to
Yellowstone National Park to actively question and discuss issues of the embers - 1 -1
Rural Teacher Grants/Linda Grable-Curtis Fund
Organizatio Primary Grant
n Contact ID Project Title Project Description Amoun t
Cherokee The This is a cross-curricular project that will engage students in the study of the Middle Ms Micki Natchez Natchez Trace Parkway, a historical transportation route that has evolved from a School 4595 Mc,william 2002 Trace From series of hunters'paths to one of four parkways in the National Park System Thirty $1,8750 Old Lee s 0050 a Hunter's students will use a variety of resources to gather historical and geographical data Highway Path to a on the trace The students will then discuss their findings with Mr. Green, a JCherokee, I I INational Igeographer from the local university . The students will spend a day traveling along I
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
AL 35616 Parkway the trace documenting important sites, such as the grave site of Meriweather Lewis, with cameras Once back in school, the students will collaborate with the art teacher, computer skills teacher and Ms McWilliams to create storyboards. The students will present their projects to other social studies classes, a local PTO meeting, and w 11 display their projects in the local mall
North West High school students will conduct research, field studies, and will build scale- Marion High Virginia models in order to answer questions about the proposed actions to public lands School Ms Regina 2002 Public by the state, including strip mining, the sale of public land for commercial Route 1, Box Land . In the $1,995 100 Scotchle 0049 Public's development in two state parks and an extension of an interstate highway After
Farmington, Best students conduct their study of these Issues they will write conclusions, compile
JWV 26571 lInterest photo journals, and present their findings to local legislators.
Total Grants From Endowed Funds
Exhibit B Page 41 of 51
Prior Year Grant Accrual Adjustments : ($ 60,988)
I
I
Schedule 11 : Expeditions Council Grants
Grantee Name Project INtle Grant Amount
Daltry, Jenny Siamese Crocodiles $ 30,000
Frost, Peter Vilcabamba Extension $ 25,000
Washburn, Bradford Mount Everest Snow-Depth Expedition $ 25,000
Hare, John Neville Trans-Sahara Crossing Supplement $ 10,000
Ridgeway, Rick Chang Tang Chiru Trek $ 78,700
Synnott, Mark M Guyana Tepuis S 28,000
Bowermaster, Jon S Sea Kayaking Tuamotu Islands $ 20,000
Ballard, Robert D PT_ 109 $ 311,300
Heithaus, Michael R Shark Behavioral Ecology $ 31,200
Ousland, Borge Trans Patagonia Reconnaissance $ 10,000
Tilghman, Edward Middy Barrenlands Wildwater Expedition $ 6,000
Zivie, Alain Saqqara $ 30,000
Fay, J Michael Goualougo Triangle $ 32,680
Ballard, Robert D Black Sea IV $ 88,700
Earle, Sylvia Sustainable Seas Expedition 2002 $ 155,000
Cultural Survival Inc Ethnosphere $ 100,000
Fay, J Michael Africa Overflight $ 75,000
Newport, Curt Belgrano Expedition S 76,200
Fay, J Michael Gabon Parks $ 25,000
Hawass, Zahi iRobot $ 50,000
Chimelinski, Piotr Colca $ 10,000
Viesturs, Edmund Annapurna International Expedition $ 20,000
Grants Retumed/Cancelled $ (100,000)
I
Total Expedition Council Grants $ 1,132.78 Exhibit B
Page 42 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
Exhibit B Page 43 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
Schedule III: Conservation Grants
Grantee Name Project Title Grani Amount Bray, Tamara L A study of the Inca pottery assemblages associated S 2,000
with the capacocha sacrifices at Llullaillaco, Argentina
Schmidt, Jeremy C Publishing of interpretive materials for Mongolian $17,930 national parks
Callanaupa, Nilda hica textiles and their derivatives research in $10,000 unexplored areas
Chavez, Jose Antonio Survey of Achaymarca $ 3,000
Ceruti, Mana Constanza Project for Surveying Andean Mountains in the $ 3,000 Province of San Juan, western Argentina
Tershy, Bernie Rapid assessment, conservation planning, and $30,000 conservation action for the islands of northwest Mexico
Wieting, Hardy Uzbekistan Natural Heritage Data Center $30,890
Poole, Joyce H Savanna elephant vocalization project $21,600
Hogan, Zeb S Endangered Mekong fish research and conservation $26,129 project
Parker, Guy E Conflict and corridors elephant conservation in a S 9,735 rural landscape mosaic
Nadkarni, Nalim M Ambassadors for Conservation enhancing scientific $19,700 outreach to non-traditional audiences
Glander, Kenneth E Long-term study of newly discovered taxon of lemur $ 8,411 capture and marking the study animals
Roussakis, Vuka Inca Textile Project $ 2,000
Kelson, John Canopy walkway scouting project $ 8,200
Racey, Paul A Conservation and management of Malagasy $19,270 Microchiroptera and their habitats
Fay, I Michael Walking the world's newest national park system $ 9,950
Oates, John F Cross River gorilla population and habitat viability $19,835 analysis
Lanjouw, Dr Annette National Geographic Society/Buffett Award for $25,000 Leadership in African Conservation--Intl Gorilla Conservation Program
Moirana, Ole National Geographic Society/Buffett Award for $25.00 Leadership in African Conservation--Kilimanjaro National Park
TOTAL CONSERVATION GRANTS
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
Exhibit B Page 44 of 51
Schedule IV: Research Grants
Grantee Name Project Title Grant Amount Musibono . Dieudonne E Exploring endangered forests/landscapes men, culture $ 12,000
and environment Razafimahaimodison, Jean Impact of habitat disturbance and fragmentation $ 19,805 Claude A (ecotounsm) on Atelorms pittoides Anderson, Atholl J The age of late Quaternary faunal extinction in New $ 25,400
Caledonia, South Pacific Bonaparte, Jose F Advanced cynodonts of the Middle Triassic of RS , $ 15,150
Southern Brazil Seltzer, Geoffrey 0 The pacing of tropical glaciation $ 20,000 Ponomareva, Vera V Recent geologic catastrophes along an active subduction $ 19,785
zone Tewksbury, Joshua J Why are chiles hot9 Ecology, evolution and pungency in $ 15,140
wild chiles Bassie, Karen E JoIja'Cave Project $ 17,416 Wang,Zheng Mycological expeditions to the Bailong River region, $ 17,100
Gansu Province, P R China Haggis, Donald C The Azona Project the excavation of an Early Iron Age- $ 18,271
Archaic town in Crete Murnme, Ronald L Geographic variation in a foraging adaptation of an avian $ 10,000
predator Frederick, Charles D Origin and development of chinampa agriculture in the $ 20,000
Basin of Mexico McDonald, David B Genes and GIS geographic variation in habitat-specific $ 27,655
rosy-finches Nilson, Goran Historical and ecological patterns of herpetofaunal $ 22,760
diversity in Iran Sienners, Bjorn M Sensory ecology of nocturnal Malagasy primates the role $ 14,200
of auditory information Ananjeva, Natalia B Eastern Siberia - Terra incognita 230 years after Pallas $ 20,900 Medley, Kimberly E A biogeographical investigation of forest diversity on $ 13,790
Mount Kasigau, Kenya Brook, George A Paleobiogeographical tracks in isolated dune faunas of $ 25,050
southwestern Africa van Berg, Paul-Louis M Khishfim (Hassake) rock-art and archaeology in the $ 17,000
Syrian Jazirah Mumby, Peter J Functional redundancy between ecosystems nursery $ 15,000
habitats and reef fish Nordstrom, Karl F Beach nourishment for re-establishing environmental $ 8,672
heritage on Elba Island O'Connell-Rodwell, Cattlin Seisrruc transnussion and detection of elephant $ 19,994
vocalizations Ingram, B Lynn High-resolution paleoenvironmental record based on $ 209000
speleothems from China
Exhibit B Page 45 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
Pratt, Brian R The world's largest deep-water reefs hydrothermal 20,000 venting in the Cambnan9
Kays, Roland W Manelessness in Tsavo lions as male pattern balding $ 25,205 Femandez-Duque, Eduardo Male-female relationships in the monogamous owl $ 14,100
monkey Tomqvist, Torbjom E Reconstructing natural rates of sea-level rise in the $ 20,000
Mississippi Delta Madsen, Thomas R The effect of cane toad invasion on demography and $ 18,800
genetics of a tropical predator Shields, Gerald F Cytogenetics of Montana black flies (Simuliidae) $ 3,974 Smyth, Michael P Early Puuc urbanism at Chac, Yucatan Phase LI continued $ 22,805
Barth, Andrew P Geology of Precambrian rocks in the western Joshua Tree $ 3,960 Wilderness, California
Smith, Adam T Political institutions in Late Bronze Age Transcaucasian $ 20,180 states
Applequist, Wendy L Biogeography of endemic Malagasy Portulacaceae $ 10,636 Costa, Daniel P Acoustic ecology of the nunke whale (Balaenoptera. $ 3,675
acutorostrata) Robinson, Eugenia J Prehistoric ritual activities at La Casa de las Golondrinas $ 3,500 Walker, Robert T Expedition on the Inn River $ 5,000 Thorpe, John E Establishing a reef monitoring site at Rendezvous Cay, $ 19,500
Belize Leakey, Meave G Paleontological survey of sites in the Ileret area, east of $ 49,330
Lake Turkana Saturno, William A San Bartolo Regional Archaeology Project $ 25,000 Daeschler, Edward B Exploration for Late Devonian vertebrate fossils in $ 32,805
Nunavut, Canada Graham, Elizabeth Explaining continuity at Lamanai -- long-term occupation $ 34,630
in a lacustrine environment Hong, De-Yuan Exploration of peonies in Turkey and Balkan $ 18,000 O'Neill, John P Ornithological survey of Peruvian mountains between the $ 20,000
Rios Mayo & Nieva Schwartz, Glenn M An elite mortuary complex of Syna's first urban society $ 19,325 Weishampel, David B A new dinosaur fauna from Hungary faumstics, evolution, $ 15,100
and paleobiogeography Cameron, Catherine M After the Chaco collapse the post-Chaco era in the $ 19,150
northern San Juan region Isbell, William H Archaeological artifacts of Huari and Tiwanaku ongins at $ 25,965
Conchopata, Peru Demarest, Arthur A The Cancuen palace consolidating an ancient Maya $ 19,971
instrument of economic power Emberling, Geoff Temple, palace, or house7 Early urban architecture and $ 20,840
institutions at Tell Brak Berman, David S Modem terrestrial vertebrate ecosystem origin $ 23,020
documented by Early Permian fossils
Bernardi, Giacomo Hybridization, reproductive isolation, and mechanisms of S 12,456 speciation in a genus of fishes occurring in the Northern Sea of Japan
Seymour, Roger S Heat-producing flowers and their pollinators $ 15,222 Kingsford, Michael J Connectivity and self-recruitment on the Great Barrier 19,050
Reef Lopmot, Neal H Pre-Clovis investigations at Big Eddy $ 21,968 Middleton, David J Changes in plant diversity through peninsular Thailand $ 20,350 Parker, S Thomas The economy of Aila Roman port on the Red Sea $ 29,000 Matney, Timothy Geomorphology, paleochmatology and archaeology in the $ 19,980
Upper Tigris River valley Wetterer, James K The ants of Madeira and the impact of exotic ants on $ 16,010
native species Conran, John G. Biology and conservation of pygmy sundews (living $ 14,390
jewels) Summers, Kyle Molecular phylogenetics and biogeography of the poison $ 9,390
frogs Kaspan, Michael E Army ant biodiversity, behavior, and impact in 4 $ 24,221
Neotropical forests Shroder, John F, Jr Exploration and topographic evolution of Baltoro/K2 $ 29,900
Karakoram Himalaya Koenig, Andreas Group structure and ranging behavior of forest-dwelling $ 14,750
Rhesus macaques Klimley, A Peter Tracking hammerhead sharks for the creation of marine $ 21,990
reserves Valeggia, Claudia R Reproductive ecology of indigenous foraging communities $ 15,540
of the Argentinean Chaco Emlen, Stephen T Determinants of the variable family structure of grey- $ 10,560
capped social weavers Boyce, Mark S Multi-trophic level ecology of wolves, elk, and vegetation $ .50,000
in Yellowstone National Park Devy, M Soubadra Evaluating effectiveness of protected areas along Western $ 13,140
Ghats using butterflies as probe taxa for insects Cary, S Craig A global microbial diversity study of high temperature $ 9,950
mud pots Erebus supplement Estrada Belli, Francisco G. Archaeological explorations of Holmul and its landscape $ 19,950
in NE Peten, Guatemala Sladen, William J L Passive migration of geese by balloon $ 1,500 Clark, James M Small dinosaurs from the Late Jurassic of Xinjiang, China $ 32,150 Mackey, Carol J Investigating the burial platform of the sacrificed women S 9,500
weavers Norris, Richard D Terrestrial records of Paleocene-Eocene abrupt global $ 19,110
wamung Sidor, Christian A Paleontological exploration of the Late Permian of West $ 32,710
Africa Summers, Geoffrey D Exploration of the Iron Age city on the Kerkenes Dag $ 19,800 Eberle, Jaelyn J Paleogene fossil vertebrates from the Canadian High $ 23,250
Arctic
Exhibit B Page 46 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
Exhibit B Page 47 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
Grayum, Michael H Botanical exploration of the Santa Elena Peninsula, Costa S 24,580 Rica
Mimaev, Serguei S Investigation of a Xiongnu royal tomb complex in the $ 20,000 Tsaraam valley
Janson, Charles H Primate-predator interactions an experimental approach $ 19,400 Bass, George F Excavation of a sixth-century BC shipwreck at Pabuc $ 22,000
Bumu, Turkey Sidebotham, Steven E Sikait technology and ethnicity at a Roman emerald mine $ 33,123
in Egypt Croat, Thomas B Araceae of Cordillera Oriental of Ecuador $ 12,645 Croll, Donald A Ecology and conservation of manta rays an integrated $ 19,877
approach Honeychurch, William H Middle Gobi archaeological survey and early Inner Asian $ 17,425
political development Robertson, D Ross Demography and genetics of reef fishes invading Hawaii $ 20,400 Mountjoy, Joseph B Further explorations of a Middle Formative cemetery at El $ 22,928
Pantano, Jalisco Goldsmith, Michele L Ecotourism and the behavioral ecology of Bwindi $ 18,850
mountain gorillas, Uganda Keller, Harold W Treetop canopy biodiversity in the Great Smoky $ 23,896
Mountains National Park Stone, Elizabeth C Society and settlement in the heartland of Urartu $ 10,130 Harvey, Ralph P GREENSMET (the Greenland Search for Meteorites) $ 25,000 Ozbasaran, Mihnban The Archaeological Settlements of Turkey (TAY) Project S 22,030
Field Expedition (TAYEx) Newsom, Lee A Investigations of household and communal deposits at S 19,600
Tibes, Puerto Rico Zamudio, Kelly R Project Jararaca conservation and ecology of endangered $ 23,000
Brazilian vipers Donovan, Stephen K Pliocene reefs of Jamaica implications for biodiversity $ 10,163
and faunal turnover Hannon, Susan J Source sink dynarrucs of American redstarts in an $ 22,540
agricultural landscape Voeks, Robert A Quantitative ethnobotany of Brazil's African diaspora $ 14,925 Quilter, Jeffrey Art, architecture, and political power at Huaca Cao Viejo, $ 22,500
Peru Nedashkovsky, Leonard Rural settlements of the Golden Horde $ 5,000 Bement, Leland C Investigating Paleoindians, bison, and landforms on the $ 10,609
southern plains Demarest, Arthur A The second largest hieroglyphic stairway yet discovered in $ 4,000
the Maya World Alemseged, Zeresenay Hommid fossil Taung skull of a young australopithhecine S 9,000
Ertter, Barbara Collecting Iranian botanical specimens for comparative $ 20,670 research collaborations
Robin, Cynthia Chan the rise and demise of an ordinary Maya farming $ 20,000 village
Motley, Timothy J Botanical exploration of Rapa In (Austral Islands, French $ 4,929 Polynesia)
Linder, Hans Peter Radiation of the Cape flora, exemplified by Restionaceae $ 9,500 McGovern, Thomas H Landscapes of settlement in northern Iceland $ 17,525 Sugiyama, Saburo State ideology materialized at the Moon Pyramid in $ 49,462
Teotihuacan, Mexico Chiappe, Luis M Early Cretaceous archosaurs from Xinjiang, China $ 22,940 Hughes, Nigel C Cambrian paleontology of Bhutan and its paleogeographic $ 18,000
implications Buccellati, Giorgio Summer 2002 excavations and publication at Tell Mozart, $ 16,140
ancient Urkesh, Syna Karpanty, Sarah M Predator-prey interactions of raptors and lemurs in S 10,500
southeiistem Madagascar Grau, Hector R Climate, human population, and vegetation dynamics in $ 20,000
subtropical mountains Murasheva, Veronica Man and environment of the Viking Age early urban $ 10,500
centre Gnezdovo Gabany-Gueffero, Tncia L Cliff paintings and pyramids of Parangaricutiro $ 19,800 Heaton, Timothy H Quaternary biogeography of Dail and Coronation Islands, $ 25,000
southeast Alaska Rudkin, David M Silurian reefs and shorelines Hudson and James Bay $ 13,160
lowlands, Ontano Schreiber, Katharina J Sondondo Valley Archaeological Survey (Peru) $ 13,915 Nicol, Stewart C Hibernation and reproductive strategies of the echidna $ 14,544 Scholes, Edwin, M Courtship display behavior and evolution of the bird of S 12,725
paradise genus Parotia Mori, Scott A Plants dispersed by bats in central French Guiana $ )9,910 Mousseau, Timothy A Mutation rates and fitness in the bam swallows of $ 20,000
Chernobyl, Ukraine Ikram, Salima North Kharga Oasis Survey (NKOS) $ .18,200 Rosenberg, Michael The evolution of early Neolithic adaptations along the $ 13,960
Upper Tigns drainage Scluavim, Adnin C M The ecology of the southern rockhopper penguin in Tierra $ 18,000
delFuego Kellner, Alexander W A Collecting dinosaurs and other fossil reptiles in the S 18,715
Cretaceous of Brazil Yaeger, Jason R Tiwanak-u and the construction of Inka imperial ideology $ 10,000 Gunsemn, Nergis Camalti Bumu I Wreck - the last use of amphoras in sea $ 15,100
trade Baciu, Dorm Sorm Field excavations of Oligocene-Miocene fishes in East $ 4,500
Carpathians, Romania Pauketat, Timothy R Excavation of a Cahokian administrative outpost 14,260 Valladares, Graciela R Insect foodwebs and habitat fragmentation in mountain $ 17,000
Chaco woodlands, Argentina Wright, Herbert E Late-glacial and Holocene environmental dynamics in the $ 18,950
Pirin Mountains, Bulgaria Goldblatt, Peter Pollination biology and phylogeny of the African genus $ 15,500
Ferrana (Indaceae)
Exhibit B Page 48 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
Exhibit B Page 49 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
Deviche, Pierre J Environmental control of reproduction in desert passerines $ I o,6oo Jaquet, Nathalie Movements and vocal behavior of mature male sperm $1 19,760
whales off Mexico Roberts, C Neil Climate history from lake sediments in western Turkey $ 18,000
and implications for culture change Kimball, Larry R The Biltmore Mound investigating a Hopewellian $ 8,256
platform mound Arnold, Bettina A landscape of ancestors Iron Age social organization in $ 17,675
southwest Germany Sale, Peter F Large-scale fish ecology on the Mesoamerican barrier reef $ 16,000
system Rosen, Steven A The sacred precinct at Ramat Saharomm, central Negev $ 17,000 Wallace, Dwight T Conservation, analysis, and mounting of the feathered $ 10,000
fardo from Cerrillos Hulsey, C Damn Functional evolutionary ecology of the Cichlasoma $ 15,475
minckelyt feeding polymorphism Stiles, Daniel N Saving the Asian elephant a study of ivory carvers in $ 8,000
Thailand Wallace, Dwight T Conservation, analysis, and mounting of the feathered $ 11,480
fardo from Cemllos Ting, Suyin Placing temporal constraints on the Paleocene/Eocene $ 19,780
boundary, ChUiang Basin, China Simons, Elwyn L Giant lemurs and faunal extinction in Madagascar S 24,960 Longino, John T Arthropod biodiversity from rain forest to cloud forest S 35,408 Lees, David Pnmitive moths of Madagascar S 17,496 Butler, Robert F Magnetostratigraphic dating of archaeological finds, S 5,000
Gona, Ethiopia Heide-Jorgensen, Mads Peter Feeding ecology and diving of bowhead whales $ 19,650 Underhill, Anne P Change in settlement systems in southeastern Shandong, $ .20,000
China Clark, Lynn G. Diversification of the panda bamboos in China and North $ 26,325
America Wilf, Peter D Investigations of exceptionally diverse floras from the $ 20,650
Paleogene of Patagonia DeCorse, Christopher R Ghanaian Archaeological Shipwreck Survey $ 18,000 Politis, Konstantmos D Kbirbet Qazone Excavation S 25,000 Fritsch, Peter W Biotic survey of the Gaoligongshan, a biodiversity hotspot S 35,000
in China Halling, Roy E Macrofungi of the Costa Rican piramo $ 19,505 Makovicky, Peter J Paleontological exploration of the Upper Jurassic $ 9,500
Houcheng Formation, Hebei, China Sodhi, Navjot S Effects of forest disturbance on rainforest birds in $ 15,360
Sulawesi Ulloa Ulloa, M Carmen Flora of El Cajas National Park S 16,380 Roig, Fidel A Late Pleistocene climate reconstructions from tree rings in S 10,150
southern Chile
Fullard, James H Evolutionary changes of the defensive behavior of moths $ 12,126 in a bat-free habitat
Lacey, Eileen A Geographic vanation in the behavioral ecology of Chilean $ 23,500 coruros
Williams, Joseph B Ecophysiology and conservation of ungulates in the $ 18,700 Middle Fast
Dillehay, Tom D Preindustrial human and environmental interactions on the $ 19,400 north coast of Peru
Fenton, M Brock Behavior and ecology of Myzopoda aunta, a bat of $ 15,108 Madagascar
Allen, Melinda S Human paleoecology in the Marquesas Islands, French $ 22,000 Polynesia
Hovers, Erella Late Pliocene and Pleistocene archaeology in Hadar, $ 27,500 Ethiopia
Trathan, Philip N Foraging dynamics of macaroni penguins at South Georgia $ 16,700
Turland, Nicholas J Threatened weeds in the traditional agnculture of Crete $ 13,570 Ireland, Robert R Study of the mosses of south-central Chile $ 12,160 Thorstemsson, Thorstemn Ice core study on the ice shelf covering the Grimsvotn $ 19,000
subglacial lake Haber, Alejandro F Camelid domestication and the origins of sedentism in the $ 20,900
Atacama Plateau Kays, Roland W Inter- and intra-specific interactions of tropical carnivores $ 17,980
and their prey Seymour, Janue E Home range and movement in the tropical box jellyfish, S 22,910
Chironex flecken Thomas, Donald W Geographic isolation and local adaptation in Corsican $ 18,800
Blue Tits Haack, Barry N Urban growth in Kathmandu, Nepal mapping, analysis $ 15,600
and prediction Cock, Guillermo A Conservation and inventory of the Inca mummies and $ 20,000
archaeological material from the Puruchuco-Huaquerones cemetery, Lima-Peru
Chapin, Mac Printing and distribution of map'Indigenous Peoples and $ 20,000 Natural Ecosystems in Central America and Southern Mexico'
Wells, R Spencer The Riddle of the Phoenicians $ 30,000 Venkatasubramanian, Contemporary relevance of Indian traditional methods of $ 10,000 Padmavathy medicinal plant collection and processing Aizen, Marcelo A Geographic vanation in mistletoe seed dispersal in $ 19,750
southern South America Stahle, David W Pre-Hispanic dendrochronology in Mexico $ 16,830 Niemeyer, Hermann M Selection of Nothofagus host trees by Neuquenaphis $ 18,450
aphids Pauw, Anton Patterns and consequences of pollinator decline in nature S 12,752
reserves Thys, Tierney M Conservation of an open ocean giant telemetry and $ 25,000
genetics of the Molidae
Exhibit B Page 50 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
Exhibit B Page 51 of 51
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
Rich, Thomas H The Ghastly Blank 2003 $ 27,000 Edmunds, Peter J Short-term effects of sea urchin recovery on Caribbean S 20,000
coral reefs van Oppen, Madeleine J Geographic variation in bleaching sensitivity of corals $ 19,126 Berggren, William A The Paleocene/Eocene golden spike a Nile Valley $ 24,000
corehole Hansom, James D Royal Scottish Geographical Society Antarctic Scotia $ 20,000
Expedition Kanawati, Naguib The power behind the Egyptian throne the case of the $ 12,130
vizier Mereruka Le Boeuf, Burney J Animals without borders costs of migrating further $ 20,000 Ranker, Thomas A Historical biogeography and origin of the fern flora of 27,921
Hawaii Rimmer, Christopher C Demographics, breeding biology, and conservation of 25,000
Hispaniolan birds Engel, John J Studies on rare and threatened liverworts in the New 14,100
Zealand botanical region Infante, Marta Bryological expeditions to Equatorial Guinea Bioko 11,121
Island and Rio Muni Cona, Rodolfo A Dinosaurs and other fossil vertebrates from Neuquen $ 17,690
Basin, Patagonia Cota-Sanchez, J Hugo Epiphytic cacti an unsolved mystery in the Cactaceae $ 16,080 Hodum, Peter J Satellite tracking of pink-footed shearwaters (Puffinus $ 16,935
creatopus) Yamashita, Nayuta Food resource partitioning among sympatric Hapalemur $ 19,604
species in Madagascar Batchvarov, Kroum N Bulgarian Black Sea Project - Kiten shipwreck excavation $ .6,000 Patnaik, Rajeev Search for hommid fossils and lithics in the Siwaliks and $ 5,000
Narmada Valley of India Chavem, Priscila Effects of forest disturbance and regeneration on $ 4,038
hypocrealean fungal diversity Buffenstem, Rochelle Ecophysiology and behavior of Malagasy tenrecs $ 16,500 Cabrol, Nathalie A Licancabur exploring the limits of life in the highest lake S 20,860
on Earth Alemseged, Zeresenay Continued analysis of the Dikika child (DIK-1-1) $ 19,087 Alemseged, Zeresenay Paleoanthropological investigations at the Dikika hommid $ 20,000
site, Ethiopia Adjustments to 2001 Grants Made in 2002 $ 55,526
Grants Returned/Cancelled (47,285)
Total Research Grants $ 3,791,401
Exhibit C Page I of 5
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
Page 6, Part V1 I I
Relationship Of Activities To The Accomplishment Of Exempt Purposes
The program services of the National Geographic Society contribute importantly to the educational purpose of the Society " to increase and diffuse geographic knowledge in its broadest sense and knowledge of natural, social and practical sciences, and to conduct and assist investigation and research in any branch of the science of geography and such other sciences as listed above " For more than 100 years, the Society has been dedicated to the task of disseminating geographic education to a worldwide population The Society relies on numerous experts on its own staff and from outside the Society to identify issues and developments of importance in the study of geography and to ensure that all its materials are both informative and completely accurate In order to reach the broadest possible audience, the Society publishes a variety of materials and utilizes many different media
Listed below are explanations of how each income-producing activity reported in column (e) of Part V11 contributes importantly to the accomplishment of the exempt purpose of the Society as stated above The Society also fulfills its mission through a wide variety of research, geography education, and public service programs (Exhibits B & E) that are not income-producing activities and thus are not included in the listing below
Line 93(a) Program Service Revenues
NATIONAL Each month the National Geographic Society publishes its official journal, NATIONAL GEOGRAPHIC GEOGRAPHIC Teams of staff members keep track of large subject areas such as world Magazine affairs, science, and the environment These in-house experts vet story proposals and
forward promising ideas to a story committee of senior editors and the Editor in Chief, who decides which topics to develop into educational magazine articles NATIONAL GEOGRAPHIC began 2002 with an in-depth look at the evolution of man's best friend-"From Wolf to Woof'-along with an expedition to China's Gobi Desert, and a timely piece on "The World of Islam " Succeeding months featured the global battle against communicable disease, HIV in particular, and an investigative report on "Diamonds The Real Story " Spring brought far-ranging articles on the Tibetan culture, Lewis and Clark, and the safety of our food supply Summer issues highlighted Afghanistan, nuclear waste, and the breaking story of a new hommid skull uncovered in the Republic of Georgia In Fall the magazine summarized the ecological "State of the Planet," illuminated world heritage sites, demystified the complex subject of weapons of mass destruction, and provided a comprehensive map of the Middle East The year ended with explorer Robert Ballard's successful search for the remains of PT-109 In furtherance of National Geographic's educational mission, the Editor in Chief serves on the boards of the National Space Biomedical Research Institute and the Institute of Nautical Archaeology Likewise from time to time the magazine provides support to scientists and scholars as their work pertains to the mission A few examples from 2002 Dr Rama Chellappa, The University of Maryland Institute for Advanced Computer Studies, $2,500 Dr Jeffrey Quilter, Dumbarton Oaks Pre-Columbian Studies, $2,000 Dr Henry Wright, Archaeology Consultant, $2,000 Zeresenay Alsmseged, Arizona State University, Institute of Human Origins, $10,000
Exhibit C Page 2 of 5
National Geographic Society Washington, DC EIN 453-0193519
2002 Return - Form 990
NATIONAL GEOGRAPHIC is distributed pnmarily to members of the Society as a benefit of membership A limited number are made available to non-members such as corporate subscribers and libraries and, as a promotion for membership, on newsstands In 2002, NATIONAL GEOGRAPHIC continued to expand its worldwide reach, increasing the number of foreign language issues to 21, and reaching over 45 million monthly readers through these editions and its English language editions
Books and The Society publishes books for adults and children to educate readers about geography Other Related and related subjects Examples of books published in 2002 include The Mississippi Products and the Making of a Nation, presenting the Mississippi River as a cornerstone of
America's history and in celebration of the bicentennial of the Lewis & Clark expedition, by National Geographic Explorer-m-Residence Stephen Ambrose and preeminent historian Douglas Brinkley, Cradle & Crucible History and Faith in the Middle East, a comprehensive and illustrated volume explaining this richly complex and multifaceted region showcasing National Geographic's 115-year photography coverage of this part of the world and featuring the essays of David Fromkin, Zahl Hawass and Sandra Mackey, the comprehensive, authoritative, and easy-to-use National Geographic Family Reference Atlas offhe World for use in homes, school, and libraries exemplifying National Geographic's cutting-edge cartography with a collection of maps and reference information The Society also published Last Stand America~ rirgin Lands, by National Geographic photographer Annie Griffiths Belt and text by dedicated conservationist and acclaimed novelist Barbara Kingsolver, celebrating the last comers of America where wilderness still reigns Ms Griffiths Belt contnbuted the revenue from the sale of these photographs to the Society's conservation fund Our children's publishing program continued to build its family reference library with The Making of America The History of the United States from 1492 to the Present with a foreword from First Lady Laura Bush In our award-winning photobiography series for children, we published Inventing the Future A Photobiography of Thomas Alva Edison highlighting Edison's significant contributions to the world National Geographic Bee Official Study Guide, a new resource for sharpening kids' geography skills and for sparking fresh interest in our world's fascinating people and places, and A Cool Drink of Water, a beautiful picture book showing how people in vanous cultures use and conserve this vital resource, rounded out the children's publishing list for the year In 2002, over 200 of our books were in print in 27 foreign languages The Society also sells magazine and map storage slipcases, a selection of calendars and diaries, globes, videos, geography-related toys for children, and other related products
TRAVELER National Geographic Traveler, an educational travel resource, is published eight times a Magazine year to further the purpose of increasing and diffusing geographic knowledge by
engendering interest in the educational values of travel destinations The magazine offers articles that explore the geographic history and culture of selected locations in order to encourage readers to experience geography first-hand It publishes the works of foreign journalists in an effort to reveal local color (Finland, Japan, and Brazil most recently), showcases award-winning photography, and conducted a groundbreaking poll with the Travel Institute of America on Americans' attitudes toward sustainable tourism It also partners with organizations such as Conservation International to raise awareness of sustainable tourism and conservation issues through its special "Places of a Lifetime"
Exhibit C Page 3 of 5
National Geographic Society Washington, DC EIN 953-0193519
2002 Return - Form 990
issues and Travel Watch column In 2002, the Society continued to reach more audiences in their own languages Traveler has Spanish, Greek, and Hebrew editions, and a special issue, Fifty Places of a Lifetime, was published in Japanese and Hebrew
ADVENTUR-E National Geographic Adventure, published 10 times a year, educates travelers on how Magazine to explore the exciting world of National Geographic for themselves Articles show
readers how to travel to and protect the wildest corners of the planet, see and understand the wonders of nature, interact with different cultures and inspiring landscapes, and understand contemporary wilderness and outdoor travel issues In 2002, Adventure hit on a variety of geographic, geopolitical, and scientific topics Contributing Editor Tom Clynes reported on the efforts to end poaching in the Central African Republic, and the challenges facing the American conservationists working there Columnist Robert Young Pelton traveled to Afghanistan where he met up with General Abdul Rashid Dostum and the Green Berets, gaining access to some of the war's most dramatic moments, including the discovery of American Talib John Walker Lindh Journalist Scott Wallacejourneyed into the Amazon Basin to investigate the legacy of archeologist Napoleon Chagnon, who spent years living with and writing about the remote Yanomami tribe Articles on destinations such as the Canadian Arctic, the Himalaya, and rural Iceland included in-depth cultural and geographical information, while providing readers with the knowledge and resources necessary to explore the world safely and responsibly This past year, Adventure was honored with a National Magazine Award for a feature story on America's national parks-a complete guide to enjoying and preserving the country's most popular outdoor recreation Spots
KIDS National Geographic Kids magazine (formerly WORLD magazine) is published ten Magazine times a year and distributed to individuals, schools, and public libraries The
magazine's mission is to entertain children while educating and exciting them about their world Prepared primarily for children ages 8 to 14 years old, National Geographic Kids contains a variety of featured articles, departments, activities, and games that fascinate children and stimulate their interest about geography, archaeology, space, natural history, science, exploration, and the environment Representative articles published in 2002 include Animals At Play, Mummy Mystery Who Killed the Iceman?, and series on endangered animals and powers of nature Examples of NG Kids activities in 2002 include a Special Collector's Issue Awesome Animals, publication of several collector's card sets about world wonders and animals, a monthly educational games section, and "World News," a three-page geographic current events department NG Kids is also published in a Japanese language edition, which reaches about 15,000 readers each month
Exhibit C Page 4 of 5
National Geographic Society Washington, DC EIN 953-0193519
2002 Return - Form 990
National The National Geographic Bee is an annual nationwide contest for schools with grades Geographic four through eight It is an educational outreach program of the National Geographic Bee Society With a first-place prize of a $25,000 college scholarship--and other prizes in
additional scholarships, cash, and classroom materials--the Bee is designed to encourage the teaching and study of geography Over 16,000 schools and nearly five million students from all 50 states, the District of Columbia, U S territories, and Department of Defense Dependents Schools take part in the Bee annually Every two years, the Society hosts an international competition among winners of similar nationwide competitions held in other countries
National The Society's travel program enables members to visit, experience, and learn first-hand Geographic about the history, archaeology, geography, and culture of destinations around the world Expeditions Members travel with Society experts such as explorers, writers, and researchers on
carefully planned journeys emphasizing enrichment and experiential learning The expeditions include lectures by the experts and suggested pre-tour reading materials, and are designed to encourage further study of the geographic areas visited
Image Sales Photographs shot by National Geographic photographers are made available to the general public
Lectures The Society provides lectures, performances and film screenings through its own NATIONAL GEOGRAPHIC LIVEf lecture and performance series and by arranging for speakers to lecture at museums, universities, corporations and other interested organizations In 2002 the Society presented 115 public lectures, concerts, and film screenings at the Society's headquarters in Washington, DC, nationally in Seattle, Washington, Chicago, Illinois, Cincinnati, Ohio, San Francisco, California, and (through the National Geographic Speakers Bureau) in Dallas, Texas, Santa Barbara, California, Anchorage, Alaska, Burlington, Vermont, Orange County, California, and Denver, Colorado Attended by over 46,000 people, these programs by explorers, scientists, journalists, and filmmakers focus on geographic subjects, scientific projects, and related topics and encourage and develop interest in geographic study Selected speakers from the NATIONAL GEOGRAPHIC LIVEf series also make presentations in local schools and appear in educational telecasts (supplemented by online lesson plans) that present these individuals as positive role models for students as well as educating them on the subject matter of the presentation
In 2002, the Society again presented the JASON project, an educational program whose mission it is to create in students passion for exploration and discovery, and to motivate and provide professional development opportunities for their teachers, through meaningful exploration, highly effective leaming experiences, dynamic role models, and advanced learning technologies In 2002, 550 teachers and 7,045 students participated at the Society in the JASON Project expedition and curriculum, Frozen Worlds which featured unique plants and animals that survive in the coldest of Earth's environments and the diverse native cultures who settled and thrive in the colder regions of the planet
Exhibit C Page 5 of 5
National Geographic Society Washington, DC EIN #53-0193519
2002 Retum - Form 990
Line 94 Membership Dues and Assessments
Members of the Society receive NATIONAL GEOGRAPHIC, the Society's official jourrial, information about educational geographic materials, advance notice of many new publications and products, opportunities to participate in study tours, and discounts on publicly offered events and products Member dues support activities of the Society including, for example, research grants and geography education programs
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
Program Service Revenue: (See Exhibit C for detail)
NATIONAL GEOGRAPHIC MAGAZINE (Non-membership revenue)
Books and Other Related Products
TRAVELER Magazine
ADVENTURE Magazine
National Geographic Kids Magazine
Geography Bee
National Geographic Expeditions
Image Sales
LECTURES
Other Geographic Education & Misc Receipts
$114,844,044
Exhibit D
Page 6, Part VII, Line 93(a)
Total Line 93(a)
(e) Related Exempt Function Income
$10,356,616
69,727,572
11,972,862
4,923,405
11,272,884
680,904
1,999,693
3,154,102
775,544
-19,538
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Fonn 990
Exhibit E Page I of 12
Page 2, Part III, Lines a-d
Statement of Program Services Rendered
NATIONAL Each month the National Geographic Society publishes its official Journal, NATIONAL GEOGRAPHIC GEOGRAPHIC Teams of staff members keep track of large subject areas such as world Magazine affairs, science, and the environment These in-house experts vet story proposals and
forward promising ideas to a story committee of senior editors and the Editor in Chief, who decides which topics to develop into educational magazine articles NATIONAL GEOGRAPHIC began 2002 with an in-depth look at the evolution of man's best friend-"From Wolf to Woof"-along with an expedition to China's Gobi Desert, and a timely piece on "The World of Islam " Succeeding months featured the global battle against communicable disease, HIV in particular, and an investigative report on "Diamonds The Real Story " Spring brought far-ranging articles on the Tibetan culture, Lewis and Clark, and the safety of our food supply Summer issues highlighted Afghanistan, nuclear waste, and the breaking story of a new hommid skull uncovered in the Republic of Georgia In Fall the magazine summarized the ecological "State of ihe Planet," illuminated world heritage sites, demystified the complex subject of weapons of mass destruction, and provided a comprehensive map of the Middle East The year ended with explorer Robert Ballard's successful search for the remains of PT-109 In furtherance of National Geographic's educational mission, the Editor in Chief serves on the boards of the National Space Biomedical Research Institute and the Institute of Nautical Archaeology Likewise from time to time the magazine provides support to scientists and scholars as their work pertains to the mission A few examples from 2002 Dr Rama Chellappa, The University of Maryland Institute for Advanced Computer Studies, $2,500 Dr Jeffrey Quilter, Dumbarton Oaks Pre-Columbian Studies, $2,000 Dr Henry Wright, Archaeology Consultant, $2,000 Zeresenay Alsmseged, Arizona State University, Institute of Human Origins, $ 10,000
NATIONAL GEOGRAPHIC is distributed primarily to members of the Society as a benefit of membership A limited number are made available to non-members such as corporate subscribers and libraries and, as a promotion for membership, on newsstands In 2002, NATIONAL GEOGRAPHIC continued to expand its worldwide reach, increasing the number of foreign language issues to 21, and reaching over 45 million monthly readers through these editions and its English language editions
2002 Average Worldwide Circulation 8,881,641
I
Exhibit E Page 2 of 12
National Geographic Society Washington, DC EIN 453-0193519
2002 Return - Form 990
Books & Other The Society publishes books for adults and children to educate readers about geography Related and related subjects Examples of books published in 2002 include The Mississippi Products and the Making of a Notion, presenting the Mississippi River as a cornerstone of
America's history and in celebration of the bicentennial of the Lewis & Clark expedition, by National Geographic Explorer-in-Residence Stephen Ambrose and preeminent historian Douglas Brinkley, Cradle & Crucible History and Faith in the Middle East, a comprehensive and illustrated volume explaining this richly complex and multifaceted region showcasing National Geographic's 115-year photography coverage of this part of the world and featuring the essays of David Fromkin, Zahl Hawass and Sandra Mackey, the comprehensive, authoritative, and easy-to-use National Geographic Family Reference Atlas of the World for use in homes, school, and libraries exemplifying National Geographic's cutting-edge cartography with a collection of maps and reference information The Society also published Last Stand America ~ Pirgin Lands, by National Geographic photographer Annie Griffiths Belt and text by dedicated conservationist and acclaimed novelist Barbara Kingsolver, celebrating the last comers of America where wilderness still reigns Ms Griffiths Belt contributed the revenue from the sale of these photographs to the Society's conservation fund Our children's publishing program continued to build its family reference library with The Making of America The History of the United States ftorn 1492 to the Present with a foreword from First Lady Laura Bush In our award- winning photobiography series for children, we published Inventing the Future A Pholobiography of Thomas Alva Edison highlighting Edison's significant contributions to the world National Geographic Bee Official Study Guide, a new resource for sharpening kids' geography skills and for sparking fresh interest in our world's fascinating people and places, and A Cool Drink of Water, a beautiful picture book showing how people in various cultures use and conserve this vital resource, rounded out the children's publishing list for the year In 2002, over 200 of our books were in print in 27 foreign languages The Society also sells magazine and map storage slipcases, a selection of calendars and diaries, globes, videos, geography-rclated toys for children, and other related products
TRAVELER National Geographic Traveler, an educational travel resource, is published eight times Magazine a year to further the purpose of increasing and diffusing geographic knowledge by
engendering interest in the educational values of travel destinations The magazine offers articles that explore the geographic history and culture of selected locations in order to encourage readers to experience geography first-hand It publishes the works of foreign journalists in an effort to reveal local color (Finland, Japan, and Brazil most recently), showcases award-winning photography, and conducted a groundbreaking poll with the Travel Institute of America on Americans' attitudes toward sustainable tourism It also partners with organizations such as Conservation International to raise awareness of sustainable tourism and conservation issues through its special "Places of a Lifetime" issues and Travel Watch column In 2002, the Society continued to reach more audiences in their own languages Traveler has Spanish, Greek, and Hebrew editions, and a special issue, Fifty Places of a Lifetime, was published in Japanese and Hebrew
2002 Average Worldwide Circulation 855,774
I I
Exhibit E Page 3 of 12
National Geographic Society Washington, DC EN #53-0193519
2002 Return - Form 990
ADVENTURE National Geographic Adventure, published 10 times a year, educates travelers on how Magazine to explore the exciting world of National Geographic for themselves Articles show
readers how to travel to and protect the wildest comers of the planet, see and understand the wonders of nature, interact with different cultures and inspiring landscapes, and understand contemporary wilderness and outdoor travel issues In 2002, Adventure hit on a variety of geographic, geopolitical, and scientific topics Contributing Editor Tom Clynes reported on the efforts to end poaching in the Central African Republic, and the challenges facing the American conservationists working there Columnist Robert Young Pelton traveled to Afghanistan where he met up with General Abdul Rashid Dostum and the Green Berets, gaining access to some of the war's most dramatic moments, including the discovery of American Tallb John Walker Lindh Journalist Scott Wallace journeyed into the Amazon Basin to investigate the legacy of archeologist Napoleon Chagnon, who spent years living with and writing about the remote Yanomami tribe Articles on destinations such as the Canadian Arctic, the Himalaya, and rural Iceland included in-depth cultural and geographical information, while providing readers with the knowledge and resources necessary to explore the world safely and responsibly This past year, Adventure was honored with a National Magazine Award for a feature story on America's national parks-a complete guide to enjoying and preserving the country's most popular outdoor recreation spots
2002 Average Circulation 378,596
I a
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
Statement of Program Services Rendered - Other
Exhibit E Page 4 of 12
Page 2, Part 111, Line e
KIDS National Geographic Kids magazine (formerly WORLD magazine) is published ten Magazine times a year and distributed to individuals, schools, and public libraries The
magazine's mission is to entertain children while educating and exciting them about their world Prepared primarily for children ages 8 to 14 years old, National Geographic Kids contains a variety of featured articles, departments, activities, and games that fascinate children and stimulate their interest about geography, archaeology, space, natural history, science, exploration, and the environment Representative articles published in 2002 include Animals At Play Mummy Mystery Who Killed the keman?, and series on endangered animals and powers of nature Examples of NG Kids activities in 2002 include a Special Collector's Issue Awesome Animals, publication of several collector's card sets about world wonders and animals, a monthly educational games section, and "World News," a three-page geographic current events department NG Kids is also published in a Japanese language edition, which reaches about 15,000 readers each month
2002 Average Worldwide Circulation 751,632
School School Publishing is dedicated to providing quality supplemental curriculum materials Publishing for Grades Pre-K through 12 in nonfiction literacy, science, social studies and
geography All materials are correlated to national standards
In 2001, School Publishing launched a nonfiction literacy program designed to teach reading and social studies through a set of materials which we continued to expand throughout 2002 This program includes Windows on Literacy, nonfiction readers for grades K-3, Reading Expeditions, a collection of science and social studies titles for grades 3-6, and a series of books on World Regions and Cultures
School Publishing also publishes National Geographic Explorerl, a classroom curriculum magazine for grades 3-6 This publication is supported by grants from International Paper Company Foundation and the National Geographic Society Education Foundation National Geographic Explorerl was used in over 50,000 classrooms nationwide this year This magazine contains no advertising and recently won the highly prestigious Association of Educational Publishers' Distinguished Achievement Award for Children's Periodical of the Year
School Publishing also continues to offer a variety of materials to support teachers' science, social studies, and geography curricula GeoKits, multimedia thematic units in science and social studies for grades 4-9, Map Essentials, a comprehensive map skills program for grades 1-8, and educational videos for grades K- 1 2
Exhibit E Page 5 of 12
National Geographic Society Washington, DC EIN 453-0193519
2002 Return - Form 990
Education & Since 1988, the Society has provided grants to support improved geography education Children's through its Education Foundation, which has a corpus valued at approximately $93 5 Programs million Over the past fourteen years, the Foundation's $50+ million grantmaking
campaign to combat geographic illiteracy in schools has been grounded in a national network of nonprofit grantees and "geographic alhances'~-- university-based partnerships between K-12 teachers and professors established by the Society
In 2002, the Education Foundation made over $3 5 million in grants to support its mission to "prepare children to embrace a diverse world, succeed in a global economy, and steward the planet's resources " In the same year, NGS sponsored training and other activities conducted by the "geographic alliances" or other nonprofit partners in all 50 states, the District of Columbia, Puerto Rico, and Canada
The Foundation's grants to the "geographic alliances" support a volunteer network of teachers committed to restoring geography to the curriculum and improving geography education in schools by providing professional development via summer training institutes, regularly convening local teachers, disseminating information and teaching materials, and hosting state-specific education Web sites Work in 2002 engaged approximately 100 universities and community colleges In order to help institutionalize its work at the state level, the Society has created 23 restricted funds to provide ongoing, targeted grant support to individual states, primarily by funding the work of the "geographic alliances" from state fund payouts National Geographic maintains an open offer to match up to $500,000 in donations toward the creation of new state endowments
The Foundation's grants directly to 37 individual teachers working in the classroom supported development of innovative curricula and hands-on education initiatives, such as field trips
The Foundation's grants to non-university partners supported such programs as The JASON Project, a science education initiative delivering geographic content through curriculum, teacher training, and an annual national teleconference for students, National Marine Sanctuary field studies in the Channel Islands (CA) and the Florida Keys (FL) offering teams of urban students and teachers conservation and ocean awareness educational activities, and development of the Chesapeake Bay Foundation's "Chesapeake Classrooms" project providing environmental and geographic curriculum, professional development for teachers, and local field trips for students
In addition to making grants to nonprofit educational institutions, the Society conducted a number of other programs in 2002 through its Foundation staff During the year, National Geographic sponsored an annual public awareness campaign on the theme of outdoor recreation entitled, "Geography Action' Public Lands " The program included training for 32 educators, each charged with organizing outreach in their respective state, and the development of a Website including lesson plans and activities for schools and communities, reaching 1 5 million schoolchildren The initiative's Wcbsite received an average of 50,000 hits per month and an "American Frontiers
Exhibit E Page 6 of 12
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
Public Lands Journey" across the U S from Canada to Mexico solely on publicly-owned lands generated coverage from more than 20 local newspapers and radio stations, national news coverage included five segments on the "National Geographic Today" show reaching more than 15 million households and stories in the Washington Times, US Newswire, the Chicago Tribune, as well as reporting by AP, NBC, and CBS news More than 150,000 maps of U S public lands were distributed nationally as a part of the campaign
Additionally, Foundation staff worked with the Asia Society to help develop a definitive on-line resource for Asian studies Work on the design of a Website offering resources for teachers and schools was accompanied by a national workshop for 45 teachers
In 2002, the Foundation's education technology program helped build the Chesapeake Classrooms Community, an online collaborative environment, to support teacher's work via a library that houses resources such as Websites, documents, and references to pertinent books and articles, to allow teachers to form small groups to pursue issues, to offer an interactive calendar with upcoming events, and to create personalized space to store, share and receive feedback on their work, as well as save resources useful to their teaching
The Education Foundation also continued to contribute to National Geographtc Society's own award-winning education Website, nationalgeographic com/education, which offers a host of free classroom lessons, information, interactive computer-based educational activities, a printable atlas, and online applications the Education Foundation's grantmaking programs
In 1994, the Society convened constituents and assisted in the writing and publication of the national, voluntary geography education standards These standards continue to be used as a reference in virtually every state for developing academic standards for geography instruction and instruments for evaluating student performance in the subject area
Geography The National Geographic Bee is a nationwide contest for schools with grades four Competitions through eight With a first-place prize of a $25,000 college scholarship-- and other
prizes in additional scholarships, cash, and classroom materials-- the Bee is designed to encourage the teaching and study of geography Over 16,000 schools and nearly five million students from all 50 states, the District of Columbia, U S territories, and Department of Defense Dependents Schools take part in the Bee annually
The National Geographic World Championship is a biennial competition involving teams of students, 16 years of age or younger, representing their country and competing in a test of geographic knowledge The fifth Olympiad, held in 2001 at the Chan Centre on the campus of the University of British Columbia, comprised teams from twelve countries Argentina, Australia, Canada, Costa Rica, France, Germany, Hungary, Romania, Russia. Singapore, United Kingdom, and the United States More countries are being encouraged to start nationwide geographic contests and the
I I
Expeditions The Expeditions Council is a grant program dedicated to funding the exploration of Council largely unrecorded or little-known areas of the Earth, as well as regions of the planet
undergoing significant environmental or cultural change Since its inception in 1998, the Expeditions Council has awarded some 102 grants at a total of $5 5 million (see Exh B), and has funded projects that span the entire spectrum of exploration and adventure Through the great stories these projects generate, National Geographic hopes to foster a deeper understanding of the world and its inhabitants These projects include Rick Fidgeway's Chang Tang Chiru Trek, an unprecedented documentation of the migration and calving of the endangered chiru, and Jenny Daltry's Siamese Crocodile Expedition to the remote Cardamom Mountains of southwest Cambodia, with a goal of conserving this globally important population of Siamese crocodiles in a manner that is both sustainable in the long term and compatible with the needs of the indigenous people In addition, the Expeditions Council houses the Society's Explorer- in-Residence program, which now includes long term relationships with Dr Sylvia Earle, Dr Robert Ballard, Dr Johan Reinhard, Dr Jane Goodall, Dr Zahi Hawass,
Exhibit E Page 7 of 12
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
National Geographic Society works with them in advising them on the organization of such a program and providing geographical questions The sixth international competition was held in 2003 with six additional countries participating Bulgaria, India, Mexico, Nigeria, Poland & Portugal
The National Geographic Society Competition staff has also worked with the Girl Scouts of the USA In July 2001, ten senior scouts were chosen to spend a week in D C with writers, editors and photographers at National Geographic Society During the summer of 2002, ten senior scouts were chosen to spend a week in South Carolina with a National Geographic Society female scientist grantee
Research & The Committee for Research and Exploration has awarded more than 7500 grants since Conservation 1890, totaling more than 100 million dollars Funds for scientific research have been Trust Grants & given to world-renowned scientists Jacques Cousteau, Jane Goodall, Sylvia Earle, Allocations Louis Leakey, and numerous others The Committee supported extraordinary research
in areas from archaeology to zoology, awarding 225 grants in 2002 Joyce Poole's "Savanna elephants vocalization project" constituted the first time that the acoustic and behavioral repertoire of a species is put into a globally accessible electronic multi- media format, Nathalie Cabrol's investigation of the highest lake on Earth located at the summit of the Licancabur volcano in the Atacama desert, Chile -- with emphasis on understanding what strategies life uses to survive under the unique stress conditions provided by high altitude, high-UV, low temperature, and isolation, Bill Saturno's discovery of perhaps the earliest (ca A D 100) well preserved murals yet discovered in the Maya area could make one of the most important contributions to our understanding of early history of Maya art and civilization in recent years, and, Zeb Hogan's "Endangered Mekong fish research and conservation project" used tagging and genetics research to help determine the migratory patterns, habitat use, and exploitation rates of giant catfish and giant carp of the Mekong River These scientists' contributions epitomize two goals of the Committee for Research and Exploration first-rate scholarship and the communication of research findings to the public
Exhibit E Page 8 of 12
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
Wade Davis, and Paul Scrcno During their tenure with the Society, the Explorers-in-Residence work with the Society to efficiently disseminate information on their ongoing projects, as well as serving in an advisory capacity to various Society divisions Through all of their activities, this select group of explorers offers tremendous help in furthering the Society's mission Also, in 2001 the Contributing Photographers- in-Residence Program was established to showcase and support the work of some of the world's preeminent photojournalists These individuals (Sam Abell, David Doubilet, Karen Kasmauski, Emory Kristof, and Frans Lanting) have produced extraordinary images during their decades of assignments for the Society Fieldwork occurring during their terms is supported by the Society and conducted under its banner
Image Sales Photographs shot by National Geographic photographers are made available to the general public
Explorers Hall During 2002 Explorers Hall, the Society's museum, welcomed a total of 192,361 Museum visitors Many were students from the local metropolitan area and from across the
country as well as numerous senior citizen groups, civic organizations, individuals, and families The museum's 36 docents help inform the visitors about the exhibitions as they tour the museum Explorers Hall charges no admission fees
Exhibitions Permanent exhibitions include exhibitions on dinosaurs, paleontology, and undersea explorations funded by National Geographic
In 2002, the museum presented 19 temporary exhibitions including six continued from 2001 Artist as Explorer Aftican Art in the Walt Disney-Tishman Collection, Megatranseci Trek Across Aftica, From Trash to Toys Creations of Aftican Children, SuperCroc, Images of Afghanistan, and Giraffes of the Sahara The latter was permanently installed in the Society's courtyard
The 2002 exhibitions included The World of Islam, a cultural portrait of the Islamic world which was drawn from a century of NATIONAL GEOGRAPHIC magazine's unique coverage Presented concurrently with the Book Division's release, Portraits of America offered a retrospective look at award-winning National Geographic photographer William Albert Allard who explored the fascinating, and often surprising, diversity of Americans Inca Rescue displayed a selection of beautiful artifacts recovered from over a thousand mummy bundles buried beneath a Peruvian shamytown and covering the time span from 1480 to 1535 It was presented in connection with the Society's announcement of the discovery by Guillermo Cock, National Geographic CRE grantee, and an article in NATIONAL GEOGRAPHIC Icons of the Sea The Artistry of Ship Models exhibited a collection of history's most famous ships-rendered in perfect miniature including Endurance, U S S Arizona, Edmund Fitzgerald, and an 18-foot model of Tuanic Another Vietnam Pictures of the Warfirom the Other Side, was presented in conjunction with Doug Niven's National Geographic book by the
Exhibit E Page 9 of 12
National Geographic Society Washington, DC EIN 453-0193519
2002 Return - Form 990
same title The exhibit offered the perspective of the Vietnam War as seen by North Vietnamese combat photographers and included largely never before published photographs Art and the Animal, drawn from the jury-selected annual exhibitions of the Society of Animal Artists, presented 72 paintings and sculptures of animals The larger sculptures continued to be displayed in the courtyard area of the Society as an extended exhibition display Courtyard Sculptures began with the Art and the Animal and will continue in the courtyard through 2007 Each year new sculptures by various artists will be shown in the courtyard In 2002-2003, Bart Walters' sculpture "Ishmael" and "The Gathering" were displayed at the courtyard entrance to the M Street building, the "Ostrich" at the front entrance to the 17th Street building will be displayed through 2004 Sculptures by other artists were also included in the courtyard Best of America A Celebration in Pictures presented a variety of the Society's best photography drawn from the NATIONAL GEOGRAPHIC's special collector's edition Jungles focused on National Geographic Contributing Photographer- in-Residence Frans Lanting's extraordinary images of jungles made over the last 20 years Wild At Heart, based on the Society's book of the same title, showcased National Geographic Illustrations photographer Chris Johns and best-selling writer Peter Godwin's story of Africa today Last Stand America's Virgin Lands explored the last true wild places in America through exquisite color and hand-tinted photographs from Annie Griffiths Belt and text by Barbara Kingsolver It supported a book of the same title from the Society's Book Division Biodiversity 911 Saving Life on Earth, sponsored by the World Wildlife Fund and the Association of Science-Technology Centers, used science, humor, and creativity to tell the story of the interconnected web of life on Earth It featured an animated film, interactive areas (including puppets and songs by performer Billy B), and listening stations A "Make a Difference" computer kiosk teaches what individuals can do to help protect biodiversity 100 Best Wildlife Photographs offered a selection of the Society's best wildlife photography, drawn from the NATIONAL GEOGRAPHIC magazine special collector's edition
Traveling Exhibitions Explorers Hall manages the national and international tours of 15 exhibitions, many of which support the articles from NATIONAL GEOGRAPHIC, as well as complimenting the Society's books and other programs These are a valuable asset for our NGCI and local language partners Earth 2U Exploring Geography, jointly produced by the Society and the Smithsonian Traveling Exhibition Service (SITES), completed a national six-year tour of museums
Eye of the Beholder was displayed at El Mundo de Sophia museum in Mallorca, Spain National Geographic The Photographs was displayed in several cities in Hungary in collaboration with NG Channel International (NGCI) and International Licensing and Alliances's local language partner, at the Shell Centre in London, England, and traveled around Turkey It was also shown at the NGS Sale in Washington, DC This exhibition and Portraits of America were also displayed in the Tehran Museum of Contemporary Art and were the first cultural exchange with Iran in decades Orba was displayed in the Destination Cinema Theatre in Vancouver, BC and Another Vietnam was shown at
i
Exhibit E Page 10 of 12
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
the International Center of Photography in New York City and at the National Vietnam Veterans Art Museum in Chicago The Year of the 7-1ger traveled to the National Museum of Wildlife Art in Jackson Hole, Wyoming A New of the Blues was displayed by the South Arkansas Art Center to compliment their Blues festival Cuba went to the Guadalajara International Book Fair in connection with our Latin American partner Women Photographers was shown in an advertising agency in New York at the request of the Society's advertising division
Passport Fridays Explorers Hall hosted weekly cultural and natural history series of live presentations and performances called Passport Fridays, including performances of international music and dance, demonstrations, and environmental educational programs with live animals
Volunteer Program Museum staff manages the Society's docent and volunteer program This program includes 151 people, who volunteered 9,780 hours in various capacities in Society divisions such as Books, World, Traveler, Explorers Hall, and medical
Professional Activities Staff also met with representatives of foreign museums and tourism groups arranged through governmental agencies, to discuss museums and professional practices Museum staff participated in the Smithsonian's Teacher's Night, an annual event featuring local museums, where teachers from the DC metropolitan area receive information, brochures, and educational aides
Museum staff traveled to Egypt to meet with museum professionals and Mrs Mubarek concerning renovation plans for the Suzanne Mubarek Children's Museum in Cairo Two Egyptian staff spent three weeks at Explorers Hall staff as an exchange to learn how our museum functions We then worked with them to formulate a detailed renovation plan for their museum
Artifacts Explorers Hall manages the Society's collection of some 2,500 objects During 2002 museum staff completed an inventory of the entire collection Information from the inventory will be used to update the collection data base Society artifacts are on displayed in Explorers Hall for the public's benefit and are used to enrich the museum's exhibitions when appropriate Artifacts arc also on display in selected areas throughout the Society's headquarters and in the New York Advertising office
In addition, Research Correspondence responded to more than 8,000 people in 2002 who commented on National Geographic magazine and other Society publications, products, and programs Exhibit E
Page I I of 12
National Geographic Society Washington, DC EIN 453-0193519
2002 Return - Form 990
Information & The National Geographic libraries, open to members and the public by appointment, Public Services house nearly 48,000 books and more than 300 journals on a wide variety of subjects, as
well as extensive historical materials on the Society and exploration Strengths of the collections include archaeology, aviation, exploration and travel, geography, and polar studies
In 2002, 522 members, teachers, and others, including representatives from 12 other countries, including Poland, Panama, Columbia, South Africa and Nepal conducted research at the library In addition we responded to I 10 telephone inquires from the public The libraries assisted outside scholars in archival research on polar explorers and other historical topics
The libraries maintained a publications index on nationalgeographic com to assist members and others to locate books, magazines, maps, and educational products created by the Society - which is free for all to use
In addition, the libraries participate in OCLC, an international network of libraries that share cataloging and materials We also link our catalog on nationalgeographic com for all to use In 2002, we lent 115 items to 63 libraries in the DC area including the Department of Justice, White House Library, and Smithsonian Institution, and numerous nonprofit organizations like Brookings Institution, Carnegie Endowment for Peace, free of charge
The libraries hosted librarians interested in best practices, visiting from the Executive Office of the President, the National Textile Museum, library students from North Carolina and the District of Columbia, Fedlink (federal librarians), and 100's of local special librarians
The libraries donate books and periodicals no longer needed to other non-profit organizations In 2002, the libraries donated nearly 1,500 books to organizations including the Peace Corps and Smithsonian libraries, the District of Columbia Public Library and various embassies, schools, and agencies
The Research Correspondence division responds to editorial mail, e-mail, faxes, and telephone calls received from members and the public In 2002, Research Correspondence handled nearly 28,000 communications from students, teachers, librarians, people seeking career advice (Journalism, photography, archaeology, etc ), and persons asking questions on subjects including geography, astronomy, oceanography, the environment, endangered species and more The Society answers their questions, provides appropriate information, and, when applicable, refers them to further sources of information
Some of the questions and answers make their way into print via the Ask Us column, which Research Correspondence prepares for National Geographic magazine
Exhibit E Page 12 of 12
National Geographic Society Washington, DC EIN #53-0193519
2002 Return - Form 990
National The Society's travel program enables members to visit, experience, and learn first-hand Geographic about the history, archaeology, geography, and culture of destinations around the world Expeditions Members travel with Society experts such as explorers, writers, and researchers on
carefully planned journeys emphasizing enrichment and experiential learning The expeditions include lectures by experts and suggested pre-tour reading materials, and are designed to encourage further study of the geographic areas visited
Lectures The Society provides lectures, performances and film screenings through its own NATIONAL GEOGRAPHIC LIVE' lecture and performance series and by arranging for speakers to lecture at museums, universities, corporations and other interested organizations In 2002 the Society presented 115 public lectures, concerts, and film screenings at the Society's headquarters in Washington, DC, nationally in Seattle, Washington, Chicago, Illinois, Cincinnati, Ohio, San Francisco, California, and (through the National Geographic Speakers Bureau) in Dallas, Texas, Santa Barbara, California, Anchorage, Alaska, Burlington, Vermont, Orange County, California, and Denver, Colorado Attended by over 46,000 people, these programs by explorers, scientists, journalists, and filmmakers focus on geographic subjects, scientific projects, and related topics and encourage and develop interest in geographic study Selected speakers from the NATIONAL GEOGRAPHIC LIVE' series also make presentations in local schools and appear in educational telecasts (supplemented by online lesson plans) that present these individuals as positive role models for students as well as educating them on the subject matter of the presentation
In 2002, the Society again presented the JASON project, an educational program whose mission it is to create in students passion for exploration and discovery, and to motivate and provide professional development opportunities for their teachers, through meaningful exploration, highly effective learning experiences, dynamic role models, and advanced learning technologies In 2002, 550 teachers and 7,045 students participated at the Society in the JASON Project expedition and curriculum, Frozen Worlds which featured unique plants and animals that survive in the coldest of Earth's environments and the diverse native cultures who settled and thrive in the colder regions of the planet
2002 Lectures and Public Programs Attendance 53,882
NATIONAL GEOGRAPFUC SOCIETY Washington, D C E 1 #53-0193519
2002 Return - Form 990
Exhibit F
Page 3, Part TV, Lines 55 and 57
Land, Buildings & Equipment and Related Depreciation
Furniture Buildings Machinery Tenant
Land Buildings & Equipment Subtotal Floors Total
Straight Line Rate N/A 2% 10-20% 2%
Cost 12/31/02 $2,906,296 $103,243,882 $68,359,861 $174,510,039 $6,590,035 $181,100,074
Depreciation
Prior Accumulation 42,736,343 55,911,302 $98,647,645 3,886,809 102,534,454
Current Expense 3,067,957 3,124,710 6,192,667 96,913 6,289,580
Transfers/Disposals/Reclass 0 245,379 245,379 0 245,379
Current Accumulation 45,804,300 58,790,633 104,594,933 3,983,722 108,578,655
Book Value 12/31/02 $2,906,296 $57,439,582 $9,569,228 $69,915,106 $2,606,313 $72,521,419
. 4 -
Exhibit G
NATIONAL GEOGRAPHIC SOCIETY Washington, D C E 1 #53-0193519
2002 Return - Form 990
Page 2, Part 11, Line 43, Other Expenses Program Management
Total Services and General Fundraising (A) (B) (C) (D)
Dues & Membership 301,922 244,542 56,832 548 Special Events 1,174,148 1,124,345 49,803 0 Misc Other 9,186,856 59 8,732,265 454,532 Other Professional Fees 3,775,473 3,437,132 285,082 53,259 Promobonal Costs 65,668,488 65,662,348 5,844 296 Rights 459,773 459,773 0 0 Fullfillment 19,184,083 19.180,571 3,512 0 Misc Outside Service Fees 1,037,021 480,911 556.110 0 Research/Reference Materials 518,915 428,830 86,511 3,574 Public Relations 326,453 311,403 15,050 0 Temporary Help 1,177,231 1,055,047 104,109 18,075 Research & Development 1,604,956 1,604,956 0 0 Contributions 2,602 2,602 0 0 Royalty Expense 2,488,639 2,488,639 0 0 Bad Debts 3,984,955 3,984,955 0 0 Insurance 1,446,095 724,542 721,553 0 Explorers-in-Residence 758,752 758,752 0 0 Photographers-m-Residence 168,809 168,809 0 0 Sustainable Seas Project 1,115,991 1,115,991 0 0 Other Project Expense 4,781,239 4,781,239 0 0 Commissions Expense 31,489,887 31,489,887 0 0 Cost of Sales 21,025,305 21,025,305 0 0 Misc Human Resources Exp 287,869 218,573 915 68,381 Postretirement Expense 927.000 810,021 109,559 7,420 Computer Hardware/Software 1,999.473 1,533,184 445,292 20,997 Other Taxes 156.574 209,063 (52,489) 0
175,048,509 163,301 .479 11,119.948 627,082
National Geographic Society
~aii;ka 907-269 labama 334-242-754 031 W 4th Ave . Suite 200 "5100 ~1 South Union Street 13 Center Street, 200 Tower Bldg
We Rack AR 72201
onnecticut 850-808-5030 1 Elm Street artford CT 0610b
eorgla 404-656-4911 Martin Luther King Jr. Or SE,4802 Ilants GA 30334
arises 785-2964565 10 S W 10th Ave, Ist Fir Mom Hall 3peka KS 66612-1594
assachusetts 617-727-2235 Ashburton Place oston MA 02108
ichigan 517-373-1152 K) Law Bldg . 525 W Ottawa Street insing , MI 48913
orth Carolina 919-807-2214 South Salisbury Street sleigh NC 27601
nchorage AK 995111-1994 onti;
602-542-4285 Calife ~7= Washington St, 7th Floor 3001 hoontz AZ 85007-2908 8C-r&
Florida 7274U-7088 JIFlorld 15251 Roosevelt Blvd , Suite 209 14075 Clearwater F1 33760 M!L'
---~ R Illinois =414.2595 Indlelf 00 W Randolph SL, 12th FI
00 N
~Ihlcago IL 60601 ndiar
lKentucky 502-696-5389 Louis
Mary AL 38130
,nis 916-323.W76 Street. Suite 101 nento CA 95814
3 850-410-370i Calhoun Street, #216
FL 32399
311-232-224i a .. I, Ave, Room 201 apolls IN 46204
r24 Capital Center Drive 301 Main Street, Suits 1250 mnkf,rt KY 40601 Baton Rouge LA 7lialli
Imaryland 410-974-5534 IlMalne 207-624-8624 tote House 15tate House Station 35
Priapolls MD 21401 lAugusta ME 04333-0035
Iminnesota 651-296-6172 I[Mississippi 601-359-1371 LAAK Minnesota Street, Suite 1200 1 P 0 Box 136 F 'P a u I MN 55101-2130 lparkson MS 39205
I
Exhibit H
Page I Friday, October 17, 2003
I
- 1~ .
States Where Registered
. 0 .
North Dakota 701-328-2900 Now Hampshire 603-271-3591 973-50"262 97 1 ]Now Jersey oulevard Capitol Street VU Halsey Street, 7th Floor
rB01,0mE;aa:'k3 No 58505 1 roncord NH 03301-6397 rd0wark N.
INew Mexico 505-222-9000 Now York 51"6.9797 1 rhio 614-466-3180 I Lomas Blvd, NW, Suite 300 41 State Street, 12th Floor
01 East Town Street
buquorque NM 87 02 NY 12207
ol
43215-514 P, I Albany olumbus OH
10klahoma 405-521-39111 gon 503-229-5T25 IPerinsylvanla 717-783-1720 P300 N Lincoln Blvd, Room 1101 15 SW 5th Avenue, Suite 410 P07 North Office Building
)rtland OR lHarrisburg PA PkIahoms City OK 73105 PC, 97201 1171120
Ilithode Island 401-222-5413 IlSouth Carolina 803-734-1790 Tj nnessee 61f~741-2555 33 Richmond Street, Suite 232 .0 Box 11350 2 Eighth Avenue North, Sth Floor a rovidencs FU 02903 ~olumbla SC 29211 ~ashvlllo TN 37243-0308
7 jVirainla [Utah 801-530 6601 604-786-1343 1 Washington 360-753-0863 East 300 South 100 Bank Street 1801 Capitol Way South Lake City UT 45804 Richmond VA 23219 1plympla WA 98504-0234
E Washington Avenue son WI 53702
Blvd , East WV 25305
I
Type Number and street Onclude sufte, room, or apt. no) Ora P 0 box number OGDLew or print
223M City or town, province or state, and country (including postal or ZJP code)
05-22-02 Form SM (12-2000)
16130808 796206 NGSOC 2002 .06000 NATIONAL GEOGRAPHIC SOCIETY NGSOC 1
0 If you are filling-i-w an Additional (not autornatic) a-Month E)ftnslor4 complete, only Part 11 arid check this box Now Only complets Part 11 R you have already been granted an automatic 3-month extension an a previously filed Form 8888. 0 If you we fillng for an Automatic 3-Month Exterishn complete only Part I (on page 1)
1
Additional (not automatic) 3-Month Extension of Time - Must file Original and One Copy. of Exempt Organization Employer Identification number
Type or PrIRL Irl-niolizia Fie by t2w Nurnb~ and rocm or suite no if a P 0 box. am Instructions For IRS use only
a d- dd, rlurr,15 17T. ST . NW kvft rd~ S" City, town or post office, state, and ZJP code For a foreign address, see Instructions ht,11%100~ L. -,l ^^Ale 0
Check type of return to be filed File a separate application for each Mum) Form 990 0 Form 9wEz E]Form 99&T (sec; 4ol (a) or 4o8(a) trust) ED Form 1041 A El Form 5227 Form 8870 Form 990-BI- El Form 99D-PF [--] Form 99&T ftruat ottwr than above) ED Form 4720 El Form SM
STOP, Do not complete Part 11 Irt you were not already grantati an automatic 3-morith extension on a previous"Ied Fon. . BW&
" If the organization does not have an office or place of business In the United States, check this box * El " If this Is for a Group Return, enter the organization's four digit Group Exemption Number (GEM _ if this Is for the whole group, check this box 1110- E:1 If it Is for part of the group, check this box 11~ 0 and attach a list with the names and EINs of all members the extension Is for
4 1 request an additional 3-rrionth extension of Wm until November 17, 2003 5 For calendar year 2 0 0 2 , or other tax year beginning and ending 6 if this tax year Is for low than 12 months . check reason Initial return ED Final return change In accounting period 7 Slate In detail why you need the extension
ADDITIONAL TIME NEEDED TO GATHER INFORMATION TO INSURE A CORRECT AND ACCURATE RETURN
Be If this application Is for Form 990-BL, 990-PF. 99()-T. 4720, or 6069, enter the tentative tax, less any nonrefundable credits See Instructions $
b If trds application is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated tax payments made Include any prior year overpayment allowed as a credit and any amount paid previously with Form 886B $
c Balance Due. Subtract line 8b from line as Include your payment with this form, or, d required, deposit with FrD coupon or, If required, by using EFI-PS (Electronic Federal Tax Payment System) See Instructions $ N/A
Signature and Verification Under penardes of perjury, I declare that I have examined this form, including accompanying schedules and statements, and to the best of my knowledge and belief, it a true, correc% an4AefflP%W>nd that I am authorized to prepare this form.
I - Notice to Applicant - To Be Completed by the IRS
a have approved this application Please attach thIs form to the organization's return >Kw: have not approved this application However, we have granted a 10-day grace period from the later of the date shown below or the due
date of the organization's return (including any prior extensions) This grace period is considered to be a valid extension of time for elections otherwise required to be made on a timely return Please attach this form to the organization's etu. , We have not approved this appOcation After considering the reasons stated in Rom 7, we cannot grant your request for an extension of time to file We are not granting the 10-day grace period . We cannot consider thils application because It was filed after the due date of the return for which an extension was requested Other
B)r E~'08106( IXrectDr Data
a address Alternate Mailing Address - Enter the address If ~vu want the copy of this application for an additional 3-mornh extenft6ehinedY different than the one entered above I
LHA For Paper~%rcxk Reduction Act Notice, see Instruction Fo~m SM (12-2000)
223=1 05-01-02
16080306 796206 NGSOC 2002 .04000 NATIONAL GEOGRAPHIC SOCIETY NGSOC 1
Form8866 Application for Extension of Time To File an I r -
Pecember 2000) Exempt Organization Return OMB No 1545-1709 DwxbnwA of tho TM~y Mftl R~Svvkoe lio File a separate application for each return
" If you we filing for an Automatic 3-Month Extension, complete only Part I and check Oils box " if you are filling for an AddItional (not automatic) 3-Month Extension, complete only Part 11 (on page 2 of this form) Note : Do not complete Part 11 union you have already been granted an automatic 3-month extension on a previously filed Form Sam
WJM Automatic 3-Month Extension of 71me - Only rutint original (no copies neaded) Nots: Form 99G-T corporations requesting an automathc 6-month extension - check this box and compAete Part I on4, 0-0 Ali other corporations (Inchiding Form 990-C fflors) must use Form 7004 to request an extension of &m to Me income tax returns Portnarsh4n REMICs and trusi n7ust use Form 8736 to request an extension of time to Me Form 1065, 1066, or 1041
Type or Name of Exempt Organization ployer Identification number print
NATIONAL GEOGRAPHIC SOCIETY 753-0193519 M &I W "d"j, Number, street, and room or suite no if a P 0 box, see Instructions 1111noy" 1145 17TH ST . NW ~ew
City, town or post office, state, and MP code For a foreign address, see Instructions WASHINGTON, DC 20036
Check type of return to be filed(file a separate application for each return)
Form 9M Form 990-T (ocxporation) Form 4720 Form 990-BL Form 99D-T (soc 401(a) or 408(a) trust) ED Form 5227 Form 990-EZ Form 990-T ftrust other than above) Form 6069 Form 990-PF Form 1041 -A Form 8870
0 If the organization does not have an office or place of business in the United States, check this box 0 If this Is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) _ if this is for the whole group, check this box 110~ =1 If it Is for part of the group. check this box PP. ED and attach a list with the names and EINs of all members the extension will cover I I request an automatic 3-month (6-month, for 990-T corporation) extension of time until Aucrust 15, 2003
to file the exempt organization return for the organization named above Ilia extension is for the organizartion's return for 10~ ff) calendar year 2 0 0 2 or op- [--1 tax year beginning and ending
2 If this tax year is for less than 12 months, check reason Initial return F-1 Final return El Change In accounting period
Sa If this application Is for Form 990-BL, 99D-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits See Instructions
b If this application Is for Form 990-PF or 990-T, enter any refundable credits and estimated tax payments rnade Include any prior year overpayment allowed as a credit
Balance Due. Subtract Una 3b from line 3a Include your payment with this form, or, If required . deposit with FrD coupon or . if required. by using EFrPS pectronle Federal Tax Payment System) See Instructions , $ N/A
Signature and Verification
Under penaftles of perPry. I declare that I have examined this fonn, Including acDompa6ying schedules and statements, and to the best of my knovAedge and belief, it Is true, correct, and co nd that I am authorized to prepare this forin.
Sionature IN. Trile IN- CPA M 10- -3110/03.