2026-01-13T15:52:04-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 2050 MAIN STREET SUITE 700 IRVINE CA 92614 990 2024-01-01 136209297 THE INSEAD MANAGEMENT EDUCATION FOUNDATION INSE 8456613455 PO BOX ARMONK NY 10504 CAROLINE VAN SCHELTINGA PRESIDENT 8456613455 2026-01-13 1 0 BRIAN YACKER P00401346 9492222999 2026-01-13 2024 2025-03-06 01:10:19Z X CAROLINE VAN SCHELTINGA PO BOX ARMONK NY 10504 3459217 0 X WWW.INSEAD.EDU X 1966 DE TO PROMOTE MANAGEMENT EDUCATION IN EUROPE AND AROUND THE WORLD. 9 9 0 9 0 0 1568469 3429284 0 0 -1785 158 0 0 1566684 3429442 1525000 3100000 0 0 0 0 0 0 4878 95647 132249 1620647 3232249 -53963 197193 1136213 607272 777802 51668 358411 555604 TO SUPPORT EDUCATION AND RESEARCH PARTICULARLY FOR AND BY AMERICANS AT INSEAD (INTERNATIONAL GRADUATE BUSINESS SCHOOL AND RESEARCH INSTITUTION). IT ENCOURAGES EXISTING PROGRAMS AND PROMOTES NEW PROGRAMS DEVOTED TO BUSINESS MANAGEMENT EDUCATION. 0 0 3100000 3100000 DONATIONS TO INSEAD, THE EUROPEAN INSTITUTE OF BUSINESS ADMINISTRATION. 3100000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 NY X X NIDA PANCHEE 8456613455 84 BUSINESS PARK DRIVE ARMONK NY 10504 X CAROLINE VAN SCHELTINGA PRESIDENT 3.00 X X 0 0 0 MARGARET OSIUS TREASURER 3.00 X X 0 0 0 THOMAS C BARRY SECRETARY 3.00 X X 0 0 0 AMIT AKHELIKAR TRUSTEE 1.00 X 0 0 0 ANGELO ABDELA TRUSTEE 1.00 X 0 0 0 MICHAEL DAVIS TRUSTEE 1.00 X 0 0 0 ANNE HOLBACH TRUSTEE 1.00 X 0 0 0 JULIO PEKAROVIC TRUSTEE 1.00 X 0 0 0 TOMMASO TRIONFI TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 3429284 11866 3429284 157 157 29776 29775 1 1 1 3429442 0 0 158 50000 50000 3050000 3050000 116668 116668 9756 4878 4878 4338 4338 DUES AND SUBSCRIPTIONS 1487 1487 3232249 3100000 127371 4878 595472 504052 517321 100000 11650 3220 11770 1136213 607272 27802 51668 750000 777802 51668 X 358411 555604 358411 555604 1136213 607272 197193 0 X X 0 1 X 1 0 X 3119683 4196932 2479440 1568469 3429284 14793808 3119683 4196932 2479440 1568469 3429284 14793808 3640204 11153604 2667 553 255 272 157 3904 14797712 0.75370 0.63800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 3429442 0 3429442 0 3429442 3232249 0 3232249 0 3232249 PART X, LINE 2: THE FOUNDATION HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE CODE) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE. ALTHOUGH THE FOUNDATION IS RECOGNIZED AS TAX EXEMPT, IT IS STILL LIABLE FOR TAX ON ITS UNRELATED BUSINESS TAXABLE INCOME (UBTI). THE FOUNDATION DOES NOT BELIEVE IT HAS UBTI AND THEREFORE HAS NO INCOME TAX LIABILITY. THE FOUNDATION APPLIES THE PROVISIONS SET FORTH IN FASB ASC TOPIC 740, INCOME TAXES, TO ACCOUNT FOR THE UNCERTAINTY IN INCOME TAXES. THE FOUNDATION HAS ASSESSED ALL INCOME TAX POSITIONS TAKEN WHERE THE STATUTE OF LIMITATIONS REMAINS OPEN, GENERALLY THREE YEARS FOR FEDERAL AND FOUR YEARS FOR CALIFORNIA FROM THE DATE OF FILING. THE FOUNDATION BELIEVES ITS TAX FILING POSITIONS WILL BE SUSTAINED UPON TAX EXAMINATIONS, THEREFORE, NO LIABILITY FOR UNRECOGNIZED INCOME TAX BENEFITS HAS BEEN RECORDED AT DECEMBER 31, 2024. THE FOUNDATION DOES NOT ANTICIPATE ANY SIGNIFICANT INCREASES OR DECREASES TO UNRECOGNIZED INCOME TAX BENEFITS DURING THE NEXT TWELVE MONTHS. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 3050000 0 0 0 0 0 0 3050000 0 3050000 EUROPE (INCLUDING ICELAND & GREENLAND) TO SUPPORT EDUCATION AND RESEARCH FOR AND BY AMERICANS AT INSEAD 3050000 WIRE TRANSFER 0 1 0 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS OUTSIDE THE UNITED STATES BY CONFIRMATION OF THE BANKING INSTRUCTIONS PROVIDED BY THE GRANTEE AGAINST THE PURPOSE OF THE GRANTED FUNDS TO VERIFY CORRECT ALLOCATION OF GRANTED FUNDS. 1 INSEAD NORTH AMERICA 900 3RD AVE FL 28 NEW YORK CITY NY 10022 134145646 501(C)(3) 50000 0 TO PROMOTE MANAGEMENT EDUCATION IN EUROPE AND AROUND THE WORLD 1 0 PART I, LINE 2: FOR ANY GRANTS MADE BY THE INSEAD MANAGEMENT EDUCATION FOUNDATION, WE CONDUCT THE PROPER PRE-GRANT DUE DILIGENCE TO ENSURE THAT THE GRANT RECIPIENT IS TRULY CHARITABLE. FORM 990, PART VI, SECTION B, LINE 11B DRAFT COPIES OF FORM 990 WERE PROVIDED TO THE OFFICERS AND TRUSTEES. THE OFFICERS AND TRUSTEES REVIEW THE RETURN AND COMMUNICATE ANY QUESTIONS OR CHANGES TO THE SECRETARY. THE SECRETARY AND TAX RETURN PREPARER REVIEW QUESTIONS/CHANGES SUBMITTED BY THE OFFICERS AND TRUSTEES AND COMMUNICATE RESULTS TO OFFICERS AND TRUSTEES BEFORE THE FINAL FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES HAVE CONFIRMED THAT THEY ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. EACH TRUSTEE WILL BE ASKED TO CONFIRM COMPLIANCE AT EACH ANNUAL IMEF MEETING TYPICALLY SCHEDULED EACH YEAR IN JUNE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.