Name of the organization
INSTITUTE OF INTERNATIONAL EDUCATION
Employer identification number
13-1624046
Part I
General Information on Activities Outside the United States.
Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States.
Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization
|
(b) IRS code section and EIN (if applicable) |
(c) Region |
(d) Purpose of grant |
(e) Amount of cash grant |
(f) Manner of cash disbursement |
(g) Amount of noncash assistance |
(h) Description of noncash assistance |
(i) Method of valuation (book, FMV, appraisal, other) |
|
|
|
East Asia and the Pacific
|
EDUCATION
|
172,559 |
CHECK
|
|
N/A |
N/A |
|
|
|
East Asia and the Pacific
|
EDUCATION
|
147,924 |
CHECK
|
|
N/A |
N/A |
|
|
|
East Asia and the Pacific
|
EDUCATION
|
128,508 |
CHECK
|
|
N/A |
N/A |
|
|
|
East Asia and the Pacific
|
EDUCATION
|
473,119 |
CHECK
|
|
N/A |
N/A |
|
|
|
East Asia and the Pacific
|
|
59,790 |
CHECK
|
|
N/A |
N/A |
|
|
|
East Asia and the Pacific
|
|
20,083 |
CHECK
|
|
N/A |
N/A |
|
|
|
East Asia and the Pacific
|
|
216,782 |
CHECK
|
|
N/A |
N/A |
|
|
|
East Asia and the Pacific
|
|
25,000 |
CHECK
|
|
N/A |
N/A |
|
|
|
East Asia and the Pacific
|
|
179,776 |
CHECK
|
|
N/A |
N/A |
|
|
|
Europe Iceland Greenland
|
|
38,711 |
CHECK
|
|
N/A |
N/A |
|
|
|
Europe Iceland Greenland
|
|
25,000 |
CHECK
|
|
N/A |
N/A |
|
|
|
Middle East and North Africa
|
|
22,041 |
CHECK
|
|
N/A |
N/A |
|
|
|
Middle East and North Africa
|
|
25,000 |
CHECK
|
|
N/A |
N/A |
|
|
|
Middle East and North Africa
|
|
25,000 |
CHECK
|
|
N/A |
N/A |
|
|
|
Middle East and North Africa
|
|
346,707 |
CHECK
|
|
N/A |
N/A |
|
|
|
Middle East and North Africa
|
|
5,700 |
CHECK
|
|
N/A |
N/A |
|
|
|
Middle East and North Africa
|
|
50,000 |
CHECK
|
|
N/A |
N/A |
|
|
|
North America
|
|
25,000 |
CHECK
|
|
N/A |
N/A |
|
|
|
North America
|
|
25,000 |
CHECK
|
|
N/A |
N/A |
|
|
|
South America
|
|
30,060 |
CHECK
|
|
N/A |
N/A |
|
|
|
South America
|
|
68,453 |
CHECK
|
|
N/A |
N/A |
|
|
|
South Asia
|
|
9,412 |
CHECK
|
|
N/A |
N/A |
|
|
|
Sub Saharan Africa
|
|
20,000 |
CHECK
|
|
N/A |
N/A |
|
|
|
Sub Saharan Africa
|
|
115,722 |
CHECK
|
|
N/A |
N/A |
2 |
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country,
recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter
.......
|
24 |
3 |
Enter total number of other organizations or entities
.......................
|
|
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States.
Complete if the organization answered "Yes" on Form 990, Part IV, line 16.Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance |
(b) Region |
(c) Number of recipients |
(d) Amount of cash grant |
(e) Manner of cash disbursement |
(f) Amount of noncash assistance |
(g) Description of noncash assistance |
(h) Method of valuation (book, FMV, appraisal, other) |
|
HEALTH INSURANCE |
Central America and Caribbean |
2
|
394
|
Check |
|
N/A |
N/A |
|
OTHER EXPENSES |
Central America and Caribbean |
5
|
11,650
|
Check |
|
N/A |
N/A |
|
STIPENDS & GRANTS |
Central America and Caribbean |
47
|
254,508
|
Check |
|
N/A |
N/A |
|
TRAVEL |
Central America and Caribbean |
16
|
19,232
|
Check |
|
N/A |
N/A |
|
TUITION, BOOKS AND |
Central America and Caribbean |
9
|
28,365
|
Check |
|
N/A |
N/A |
|
HEALTH INSURANCE |
East Asia and the Pacific |
6
|
996
|
Check |
|
N/A |
N/A |
|
OTHER EXPENSES |
East Asia and the Pacific |
6
|
6,300
|
Check |
|
N/A |
N/A |
|
STIPENDS & GRANTS |
East Asia and the Pacific |
379
|
1,533,156
|
Check |
|
N/A |
N/A |
|
TRAVEL |
East Asia and the Pacific |
21
|
113,680
|
Check |
|
N/A |
N/A |
|
TUITION, BOOKS AND |
East Asia and the Pacific |
33
|
99,698
|
Check |
|
N/A |
N/A |
|
HEALTH INSURANCE |
Europe Iceland Greenland |
19
|
1,197
|
Check |
|
N/A |
N/A |
|
OTHER EXPENSES |
Europe Iceland Greenland |
17
|
42,775
|
Check |
|
N/A |
N/A |
|
STIPENDS & GRANTS |
Europe Iceland Greenland |
121
|
689,690
|
Check |
|
N/A |
N/A |
|
TRAVEL |
Europe Iceland Greenland |
56
|
67,120
|
Check |
|
N/A |
N/A |
|
TUITION, BOOKS AND |
Europe Iceland Greenland |
32
|
430,301
|
Check |
|
N/A |
N/A |
|
HEALTH INSURANCE |
Middle East and North Africa |
35
|
9,397
|
Check |
|
N/A |
N/A |
|
OTHER EXPENSES |
Middle East and North Africa |
16
|
52,767
|
Check |
|
N/A |
N/A |
|
STIPENDS & GRANTS |
Middle East and North Africa |
166
|
455,802
|
Check |
|
N/A |
N/A |
|
TRAVEL |
Middle East and North Africa |
47
|
57,956
|
Check |
|
N/A |
N/A |
|
TUITION, BOOKS AND |
Middle East and North Africa |
37
|
393,028
|
Check |
|
N/A |
N/A |
|
HEALTH INSURANCE |
North America |
3
|
241
|
Check |
|
N/A |
N/A |
|
OTHER EXPENSES |
North America |
15
|
36,366
|
Check |
|
N/A |
N/A |
|
STIPENDS & GRANTS |
North America |
246
|
268,019
|
Check |
|
N/A |
N/A |
|
TRAVEL |
North America |
25
|
20,479
|
Check |
|
N/A |
N/A |
|
TUITION, BOOKS AND |
North America |
17
|
174,823
|
Check |
|
N/A |
N/A |
|
HEALTH INSURANCE |
Russia and Neighboring States |
3
|
43
|
Check |
|
N/A |
N/A |
|
OTHER EXPENSES |
Russia and Neighboring States |
6
|
530
|
Check |
|
N/A |
N/A |
|
STIPENDS & GRANTS |
Russia and Neighboring States |
114
|
352,677
|
Check |
|
N/A |
N/A |
|
TRAVEL |
Russia and Neighboring States |
7
|
9,746
|
Check |
|
N/A |
N/A |
|
TUITION, BOOKS AND |
Russia and Neighboring States |
7
|
8,797
|
Check |
|
N/A |
N/A |
|
HEALTH INSURANCE |
South America |
10
|
1,916
|
Check |
|
N/A |
N/A |
|
OTHER EXPENSES |
South America |
20
|
18,230
|
Check |
|
N/A |
N/A |
|
STIPENDS & GRANTS |
South America |
92
|
231,605
|
Check |
|
N/A |
N/A |
|
TRAVEL |
South America |
37
|
55,660
|
Check |
|
N/A |
N/A |
|
TUITION, BOOKS AND |
South America |
6
|
69,505
|
Check |
|
N/A |
N/A |
|
HEALTH INSURANCE |
South Asia |
3
|
240
|
Check |
|
N/A |
N/A |
|
OTHER EXPENSES |
South Asia |
13
|
1,846
|
Check |
|
N/A |
N/A |
|
STIPENDS & GRANTS |
South Asia |
179
|
1,206,007
|
Check |
|
N/A |
N/A |
|
TRAVEL |
South Asia |
15
|
5,899
|
Check |
|
N/A |
N/A |
|
TUITION, BOOKS AND |
South Asia |
60
|
47,024
|
Check |
|
N/A |
N/A |
|
HEALTH INSURANCE |
Sub Saharan Africa |
37
|
5,416
|
Check |
|
N/A |
N/A |
|
OTHER EXPENSES |
Sub Saharan Africa |
48
|
222,218
|
Check |
|
N/A |
N/A |
|
STIPENDS & GRANTS |
Sub Saharan Africa |
178
|
1,165,038
|
Check |
|
N/A |
N/A |
|
TRAVEL |
Sub Saharan Africa |
111
|
209,161
|
Check |
|
N/A |
N/A |
|
TUITION, BOOKS AND |
Sub Saharan Africa |
85
|
156,832
|
Check |
|
N/A |
N/A |
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 4
1 |
Was the organization a U.S. transferor of property to a foreign corporation during the tax year?
If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property
to a Foreign Corporation (see Instructions for Form 926).
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
|
|
|
2 |
Did the organization have an interest in a foreign trust during the tax year?
If "Yes," the organization may be required to separately file Form 3520, Annual Return to
Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or
Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see
Instructions for Forms 3520 and 3520-A; don't file with Form 990).
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
|
|
|
3 |
Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be
required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions
for Form 5471).
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
|
|
|
4 |
Was the organization a direct or indirect shareholder of a passive foreign investment company or a
qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621,
Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing
Fund. (see Instructions for Form 8621) .
|
|
|
5 |
Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization
may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865).
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
|
|
|
6 |
Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the
organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990)..
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
|
|
|
|
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference |
Explanation |
SCHEDULE F, PART I, LINE 2 |
PROCEDURES FOR MONITORING GRANTS OUTSIDE THE UNITED STATES: OVERALL: ALL OPERATIONS ARE CLOSELY MANAGED BY THE PROGRAM MANAGERS AND VARIOUS DEPARTMENTS WITHIN FINANCE AND ADMINISTRATION (I.E., CFO, GRANTS AND CONTRACTS, LEGAL SERVICES AND ADMINISTRATIVE SERVICES). THERE IS REGULAR MONTHLY MONITORING BY FINANCIAL MANAGERS, MID-YEAR BUDGET REVIEWS ARE PERFORMED BY SENIOR MANAGEMENT TO REVIEW THE ACTIVITIES OF ALL PROGRAMS AND ADJUST TO CHANGES IN BUDGET ASSUMPTIONS. REPORTS ARE SUBMITTED TO THE SPONSOR PER CONTRACT OR GRANT REQUIREMENTS. THE INTERNAL AUDIT STAFF MAKES REGULAR VISITS TO OUR INTERNATIONAL OFFICES TO AUDIT PROGRAM CONTROLS AND COMPLIANCE. BUDGETS: BUDGETS ARE ESTABLISHED ON A DEPARTMENT AND PROGRAM BASIS WITH CLOSE COORDINATION BETWEEN PROGRAMS AND BUDGET AND FINANCE. VARIANCES ARE REVIEWED EACH MONTH BY THE PROGRAM DIRECTORS AND SEMI-ANNUALLY WITH SENIOR MANAGEMENT. IIE USES BUDGET TO ACTUAL REPORTS THAT ARE UPDATED REGULARLY, TO MONITOR PERFORMANCE. THE BUDGET AND FINANCE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE ANNUAL OPERATING AND CAPITAL BUDGETS, REVIEWS IMPLEMENTATION OF OPERATING PLANS AND CAPITAL PROJECTS, OVERSEES BUDGETING AND INTERNAL FINANCIAL REPORTING SYSTEMS AND PROCEDURES, AND REGULARLY MEETS WITH STAFF TO REVIEW THE FINANCIAL RESULTS AND OTHER FINANCIAL MANAGEMENT REPORTS AND PROVIDE STAFF WITH GUIDANCE AS NECESSARY. PAYMENTS/CASH RECEIPTS: PAYMENTS FOR DISBURSEMENTS AND REIMBURSEMENTS RELATING TO ALL GRANT FUNDS REQUIRE APPROPRIATE SUPPORTING DOCUMENTATION. BEFORE PAYMENTS ARE MADE, GRANTEES AND VENDORS ARE CHECKED AGAINST SPECIALLY DESIGNATED NATIONAL LISTS AND OTHER SIMILAR PROHIBITED TRANSACTION LISTS TO HELP CONFIRM THAT PAYMENTS ARE NOT PROHIBITED. UPON APPROVAL, PAYMENTS WILL INCLUDE AGREEEMENTS STATING THE TERMS OF THE GRANT SIGNED BY IIE AND THE GRANTEE OR VENDOR AND IIE SUPERVISOR/MANAGER LEVEL APPROVED PAYMENT DOCUMENTS TO PROCESS EACH OF THE DISBURSEMENTS OR REIMBURSEMENTS. ALL COSTS ASSOCIATED WITH THESE PAYMENTS ARE CONTROLLED BY PROGRAM MANAGEMENT AS WELL AS THE FINANCE TEAM WHO CONFIRM THAT THE PAYMENTS ARE RELATED TO ALLOWABLE AND SPONSOR APPROVED ACTIVITIES. |
SCHEDULE F, PART I, COLUMN(F), PART II, LINE 1 AND PART III |
METHOD USED ON FINANCIAL STATEMENTS THE METHOD USED TO ACCOUNT FOR FOREIGN EXPENDITURES AND CASH GRANTS ON THE ORGANIZATION'S FINANCIAL STATEMENTS IS ACCRUAL-BASED AND FOLLOWS US GAAP. |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Schedule F (Form 990) 2019
Software ID: |
|
Software Version: |
|