2021-11-11T11:00:50-06:00 2020-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2020-01-01 231505095 EISENHOWER EXCHANGE FELLOWSHIPS INCORPORATED EISE 2155461738 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 GEORGE de LAMA PRESIDENT 2155461738 2021-11-11 1 GEORGE de LAMA 999009999 JENNIFER SOLOT P00749373 2155677770 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z GEORGE de LAMA 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 7180677 0 X WWW.EFWORLD.ORG X 1953 PA A GLOBAL LEADERSHIP NETWORK THAT FOSTERS A MORE PEACEFUL, PROSPEROUS & JUST WORLD. 41 40 22 44 0 0 6077823 4878483 0 0 1812343 387682 0 0 7890166 5266165 1914195 524973 0 0 2835084 2944399 86923 0 348582 1382073 907333 6218275 4376705 1671891 889460 54826773 60555684 140118 196540 54686655 60359144 X EISENHOWER FELLOWSHIPS IDENTIFIES, EMPOWERS AND CONNECTS INNOVATIVE LEADERS THROUGH A TRANSFORMATIVE FELLOWSHIP EXPERIENCE AND LIFELONG ENGAGEMENT IN A GLOBAL NETWORK OF DYNAMIC CHANGE AGENTS COMMITTED TO CREATING A WORLD MORE PEACEFUL, PROSPEROUS AND JUST. 0 0 449277 TWENTY-ONE ASCENDANT LEADERS FROM 21 COUNTRIES ACROSS ASIA, AFRICA, EUROPE, THE MIDDLE EAST AND SOUTH AMERICA PREPARED TO VISIT THE UNITED STATES IN THE SPRING OF 2020 (APRIL 6 - MAY 15) TO PARTICIPATE IN EISENHOWER FELLOWSHIPS' FLAGSHIP GLOBAL PROGRAM. THE FELLOWS WORKED WITH THEIR PROGRAM OFFICERS IN PHILADELPHIA TO DESIGN PROJECTS THAT WOULD PROVIDE SUSTAINED AND MEANINGFUL CHANGE IN THE FELLOWS' COMMUNITIES. THE PROJECTS WERE FOCUSED ON A WIDE RANGE OF FIELDS INCLUDING EDUCATION, GENDER EQUITY, NANOTECHNOLOGY, ENVIRONMENTAL PROTECTION, FINANCIAL LITERACY, HEALTH CARE AND MEDIA PRODUCTION. ON JANUARY 21, 2020, THE FELLOWS PARTICIPATED IN A SPECIAL WEBINAR DESIGNED TO INTRODUCE THEM TO EACH OTHER AND THE EISENHOWER FELLOWSHIPS' PROGRAM STAFF. [SEE SCHEDULE O FOR CONTINUATION].THE WEBINAR WAS ALSO AN OPPORTUNITY FOR THE FELLOWS TO HEAR FROM A 2019 GLOBAL NETWORK FELLOW (SINGAPORE) WHO SHARED SOME OF HIS FELLOWSHIP BEST PRACTICES AND LESSONS LEARNED. SUBSEQUENTLY, PROGRAM STAFF WORKED WITH THE FELLOWS TO DESIGN COMPREHENSIVE, PERSONALIZED ITINERARIES AND PLANNED FOR SPECIAL EVENTS AROUND THE COUNTRY. HOWEVER, IN MID-MARCH THE COVID PANDEMIC HIT. WITH GREAT RELUCTANCE, BUT OUT OF CONCERN FOR THE FELLOWS' SAFETY, THE GLOBAL PROGRAM WAS POSTPONED TO 2021. 1566372 270198 THE GLOBAL FELLOWS' NETWORK FOSTERS CONTINUED CONNECTION AND ENGAGEMENT AMONG FELLOWS AROUND THE WORLD. EISENHOWER FELLOWS CURRENTLY HAVE ORGANIZED NEARLY 60 NATIONAL AND REGIONAL FELLOW CHAPTERS. CHAPTER MEMBERS ENGAGE IN ACTIVITIES SUCH AS RECRUITING, HOLDING PRELIMINARY CANDIDATE INTERVIEWS, ORGANIZING REGIONAL CONFERENCES AND HOSTING INCOMING USA FELLOWS. FELLOWS PROVIDE VISITING FELLOWS WITH BOTH HOME HOSPITALITY AND MENTORING. EF FELLOWS PARTICIPATE IN THE EF GLOBAL NETWORK COUNCIL (GNC), AND EF'S PRESIDENT'S ADVISORY COUNCIL. EF PRODUCES QUARTERLY NEWLETTERS AND ENCOURAGES FELLOWS TO SHARE THEIR EXPERIENCES BY PENNING FELLOW BLOGS AND SHARING THEM ON SOCIAL MEDIA. EF ALSO ASSISTS GLOBAL FELLOWS IN PROMOTING AND FACILITATING REGIONAL CONFERENCES AND EISENHOWER DAY OF FELLOWSHIP EVENTS. 663347 DURING THE SUMMER OF 2020, EF STAFF WORKED INTENSIVELY TO CREATE A NEWLY CONFIGURED AND INNOVATIVE VIRTUAL FELLOWSHIP PROGRAM. STAFF CONSULTED WITH THEIR COUNTERPARTS AT LEADING U.S. INSTITUTIONS THAT ARE EXPERIENCED AND EFFECTIVE AT VIRTUAL EXCHANGE TO LEARN BEST PRACTICES IN ORGANIZING AND PRESENTING ENGAGING ONLINE PROGRAMS. FOLLOWING INTENSIVE INTERNAL DISCUSSIONS, AND WITH THE FULL SUPPORT OF THE EF BOARD OF TRUSTEES, EF STAFF DEVELOPED A COMPELLING AND COMPREHENSIVE VIRTUAL FELLOWSHIP PROGRAM. EISENHOWER FELLOWSHIPS LAUNCHED THE FIRST VIRTUAL PROGRAM IN ITS HISTORY IN SEPTEMBER 2020 WHEN IT HOSTED 25 PIONEERING WOMEN FELLOWS FROM 23 COUNTRIES, INCLUDING ARGENTINA, BRAZIL, CHINA, JAMAICA, FRANCE, KENYA, MALAYSIA, RWANDA, SAUDI ARABIA, AND SOUTH KOREA. [SEE SCHEDULE O FOR CONTINUATION]. THIS OUTSTANDING GROUP OF MID-CAREER LEADERS INCLUDED AN INDIAN WILDLIFE CONSERVATIONIST, A SOUTH AFRICAN DATA-PROTECTION SPECIALIST, A FRENCH AVANT-GARDE SCULPTOR AND EXPERTS ON EMERGING MARKETS, CRIME PREVENTION, JOB CREATION AND HEALTH CARE. THE VIRTUAL PROGRAM COMBINED SYNCHRONOUS AND ASYNCHRONOUS SESSIONS, ALLOWING FELLOWS IN DIFFERENT TIME ZONES AROUND THE WORLD TO COME TOGETHER IN REAL TIME FOR SOME MEETINGS, AND TO REVIEW OTHER RECORDED GATHERINGS AT THEIR OWN CONVENIENCE, RESPECTIVELY. PROMINENT SPEAKERS INCLUDED EF TRUSTEE AND FORMER NEW JERSEY GOVERNOR CHRISTINE TODD WHITMAN; FORMER U.S. SECRETARY OF STATE MADELEINE ALBRIGHT; DR. MARTIN SELIGMAN, FATHER OF THE POSITIVE PSYCHOLOGY MOVEMENT; MEDIA MOGUL ARIANNA HUFFINGTON; RENOWNED EPIDEMIOLOGIST DR. WILLIAM HASELTINE; AND U.S. REPRESENTATIVE AND EISENHOWER FELLOW CHELLIE PINGREE, AMONG MANY OTHERS.IN RESPONSE TO THE GLOBAL PANDEMIC, SOME UNIQUE FELLOWSHIP EXPERIENCES WERE CREATED EXPRESSLY FOR THIS PROGRAM, WHILE OTHER ASPECTS OF THE FELLOWSHIP WERE RECALIBRATED TO ADAPT TO THIS NEW, VIRTUAL FORMAT. AS IN A TRADITIONAL EISENHOWER FELLOWSHIP, EACH FELLOW HAD DAILY VIRTUAL MEETINGS WITH U.S. THOUGHT LEADERS. OVER 1,000 INDIVIDUAL PROFESSIONAL MEETINGS, SCHEDULED ACROSS NINE DIFFERENT TIME ZONES, WERE ORGANIZED FOR THIS INNOVATIVE GROUP OF FELLOWS. SOUNDINGS, PRESENTED A UNIQUE OPPORTUNITY FOR FELLOWS TO SHARE THEIR PERSONAL BACKGROUND AND PROFESSIONAL CAREER PATH WITH ONE ANOTHER. THESE SESSIONS PROVIDED FELLOWS WITH AN UNPARALLELED OPPORTUNITY TO BREAK THROUGH THE VIRTUAL BARRIER AND AUTHENTICALLY GET TO KNOW EACH OTHER. 274120 47736 OTHER PROGRAMS: IN ADDITION TO ITS INTERNATIONAL PROGRAMS, EISENHOWER FELLOWSHIPS ALSO OPERATES A USA PROGRAM, WHICH SENDS BETWEEN 10-12 U.S. CITIZENS ABROAD ANNUALLY. FELLOWS TRAVEL INDIVIDUALLY TO ONE TO TWO EF NETWORK COUNTRIES AROUND THE WORLD. DUE TO THE PANDEMIC, ONLY ONE USA FELLOW WAS ABLE TO COMPLETE HER FELLOWSHIP TRAVEL IN 2020. EF'S USA AGRICULTURAL FELLOW TRAVELED TO KENYA AND TANZANIA IN FEBRUARY 2020 TO EXPLORE HOW TO PROTECT THE GLOBAL FOOD SUPPLY CHAIN FROM CLIMATE SHOCKS BY CONNECTING FOOD ENTREPRENEURS AND FARMERS ACROSS REGIONS AND DISCIPLINES. A SECOND USA FELLOW TRAVELED TO INDIA IN MARCH OF 2020 BUT HAD TO RETURN TO THE U.S. AFTER ONLY A WEEK DUE TO THE PANDEMIC.SINCE 2015, EISENHOWER FELLOWSHIPS HAS ALSO SENT 10 USA FELLOWS TO CHINA EACH YEAR UNDER A SPECIAL PARTNERSHIP WITH THE CHINA EDUCATION ASSOCIATION FOR INTERNATIONAL EXCHANGE (CEAIE) CALLED THE ZHI-XING CHINA PROGRAM. ALTHOUGH 10 ZHI-XING FELLOWS WERE SELECTED TO TRAVEL IN 2020, THE PROGRAM HAD TO BE POSTPONED DUE TO THE COVID PANDEMIC.IN AN EFFORT TO KEEP THE USA FELLOWS ENGAGED AND CONNECTED, THEY WERE INVITED TO ATTEND NUMEROUS SPECIAL ONLINE EVENTS AND SEMINARS WITH EF'S WOMEN'S LEADERSHIP PROGRAM FELLOWS, AS WELL AS VARIOUS NETWORK FELLOW EVENTS THROUGHOUT 2020. PROGRAM OUTREACH: IN AN EFFORT TO ENSURE THE HIGHEST CALIBER PROGRAMMING FOR FUTURE FELLOWS, EF EMBARKED ON AN EXTENSIVE, ALL STAFF PROJECT TO REACH OUT TO ALL OF PREVIOUS PROFESSIONAL PROGRAM CONTACTS. THIS MASSIVE EFFORT RESULTED IN OVER 6,000 PROGRAM CONTACTS IN A WIDE RANGE OF PROFESSIONAL FIELDS ACROSS THE U.S. REAFFIRMING THEIR COMMITMENT TO HOSTING FELLOWS, WHETHER VIRTUALLY OR IN-PERSON, AND ALSO ENSURED THAT EF'S CONTACT DATABASE WAS FULLY UPDATED WITH ACCURATE BIOGRAPHICAL AND CONTACT INFORMATION. 269706 207039 GLOBAL SCHOLARS PROGRAM: THE UNIQUE PROGRAM, INAUGURATED IN 2020, HARNESSES THE POWER AND PRESTIGE OF EF'S DIVERSE GLOBAL NETWORK OF MIDCAREER PROFESSIONALS TO INSPIRE, EMPOWER AND CONNECT A YOUNGER GENERATION OF AMERICAN LEADERS, SENDING THEM TO EUROPE FOR A YEAR OF POSTGRADUATE STUDIES LEADING TO A MASTER'S DEGREE. THE FOUR HIGHLY ACCOMPLISHED RECENT GRADUATES OF AMERICAN UNIVERSITIES WILL EMBARK ON AN ALL-EXPENSES-PAID YEAR OF INTENSE ACADEMIC STUDY AND CULTURAL IMMERSION AT THE UNIVERSITY OF OXFORD IN THE UNITED KINGDOM AND AT IE UNIVERSITY IN MADRID. GLOBAL NETWORK - ON FEBRUARY 13-16, 2020, EISENHOWER FELLOWSHIPS GATHERED MORE THAN 245 ATTENDEES FROM 37 COUNTRIES, INCLUDING 10 EF TRUSTEES AND TWO FORMER TRUSTEES, TO DISCUSS THE FUTURE OF EDUCATION, A TOPIC OF VITAL IMPORTANCE IN EVERY CORNER OF THE WORLD. RICH PANEL DISCUSSIONS EXPLORED DIFFERENT ASPECTS OF EDUCATION AROUND THE WORLD AND REAL-WORLD EXAMPLES OF REPLICABLE EDUCATIONAL MODELS WERE WOVEN INTO THE CONFERENCE PROGRAM. LIVENING THE CONFERENCE SESSIONS, GALVANIZING SOCIAL AND CULTURAL EVENTS WERE HOSTED EACH EVENING IN THE HISTORIC WALLED CITY OF CARTAGENA. 543826 254775 3222822 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 25 0 1 22 1 0 0 0 0 0 0 0 0 0 0 0 0 X 41 40 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA MA NC NJ NY PA X X DIRECTOR OF FINANCE AND ADMIN 2155461738 250 S 16TH STREET PHILADELPHIA PA 19102 NICOLAS AGUZIN TRUSTEE 0.07 X 0 0 0 MOHAMMED M AL-ARDHI TRUSTEE 0.60 X 0 0 0 MADELEINE K ALBRIGHT TRUSTEE 0.30 X 0 0 0 AMR A AL-DABBAGH TRUSTEE 0.60 X 0 0 0 HJESSE ARNELLE TRUSTEE 'TIL 10/21/20 0.30 X 0 0 0 ANINDYA BAKRIE TRUSTEE 0.60 X 0 0 0 KIMBALL C CHEN TRUSTEE 1.45 X 0 0 0 SOLOMON CAI CHENYU TRUSTEE 0.80 X 0 0 0 VIRGINIA CLARK TRUSTEE 1.25 X 0 0 0 CHARLES E COBB JR TRUSTEE 2.35 X 0 0 0 EDGAR M CULLMAN JR TRUSTEE; CHAIR, DEVELOPMEN 3.95 X 0 0 0 DAVID EISENHOWER TRUSTEE 1.70 X 0 0 0 SUSAN EISENHOWER TRUSTEE 1.70 X 0 0 0 JEREMY K ELLIS TRUSTEE 0.60 X 0 0 0 MARCELO ETCHEBARNE TRUSTEE 1.65 X 0 0 0 HOLLY FLANAGAN TRUSTEE 1.95 X 0 0 0 ALAN H FLEISCHMANN TRUSTEE 'TIL 03/09/20 0.05 X 0 0 0 THEODORE FRIEND TRUSTEE 'TIL 11/05/20 0.60 X 0 0 0 ROBERT M GATES CHAIRMAN 0.70 X X 0 0 0 MARY LOUISE GORNO TRUSTEE; CHAIR, NOMINATING 4.05 X 0 0 0 MARK GRIER TRUSTEE; CHAIR, INVESTMENT 3.65 X 0 0 0 SUSAN HAKKARAINEN TRUSTEE 0.25 X 0 0 0 HARRY HALLORAN TRUSTEE 0.20 X 0 0 0 SHOW-CHUNG HO TRUSTEE 0.60 X 0 0 0 JAMES W HOVEY CHAIRMAN OF THE EXEC CTE 5.35 X X 0 0 0 VICTORIA HSU TRUSTEE 1.00 X 0 0 0 MEHMET FATIH KARAMANCI TRUSTEE 'TIL 01/16/20 0.02 X 0 0 0 JOHN W KEOGH TRUSTEE 0.80 X 0 0 0 SHAHID MAHMUD TRUSTEE 0.50 X 0 0 0 MATT MANDERS TRUSTEE; CHAIR, ADMIN/FIN 3.55 X 0 0 0 TIMOTHY MCBRIDE TRUSTEE; CHAIR, COMP CTE 1.00 X 0 0 0 JAMES L MCCABE TRUSTEE; TREASURER & AUDIT 3.80 X X 0 0 0 VICTOR J MENEZES TRUSTEE 0.25 X 0 0 0 ROGER NORES TRUSTEE 2.05 X 0 0 0 OSMAN OKYAY TRUSTEE 0.90 X 0 0 0 STEVE PAGLIUCA TRUSTEE 1.10 X 0 0 0 STEVE PELCH TRUSTEE 1.05 X 0 0 0 JAY R PRYOR TRUSTEE 0.60 X 0 0 0 SUSAN SHERMAN TRUSTEE 2.05 X 0 0 0 JEFFREY SINGER TRUSTEE 3.95 X 0 0 0 PAVNINDER SINGH TRUSTEE 0.85 X 0 0 0 CHRISTINE TODD WHITMAN VICE-CHAIR 2.95 X X 0 0 0 JAIME AUGUSTO ZOBEL DE AYALA TRUSTEE 0.90 X 0 0 0 SAMAILA ZUBAIRU TRUSTEE EFF. 03/26/20 0.95 X 0 0 0 GEORGE de LAMA PRESIDENT 40.00 X X 348022 0 45954 ERIN HILLMAN V.P. OPERATIONS 40.00 X 260254 0 50532 STEPHANIE S GROPP DIR FIN/ADM 40.00 X 174258 0 40860 THOMAS FERGUSON HEAD OF GLOBAL NETWORK OUTREACH 40.00 X 135467 0 11463 SUSAN KOHLER-REED DIR. PROGRAMS 40.00 X 127072 0 23812 1045073 0 172621 5 0 1 0 0 362000 4516483 213524 4878483 438608 438608 1863586 1914512 -50926 -50926 -50926 5266165 0 0 387682 254775 254775 270198 270198 998734 745965 208058 44711 1398747 964891 212724 221132 67107 44437 9215 13455 341985 257844 55641 28500 137826 97698 23545 16583 128051 84109 43942 115506 90202 25147 157 265711 144881 102184 18646 79261 53493 25768 34521 20155 14366 58081 53683 891 3507 40681 31227 7563 1891 146358 86300 60058 39163 22964 16199 4376705 3222822 805301 348582 749961 540157 2274358 1176624 3566641 5084840 134601 89684 3879494 1521538 2485575 2357956 20303049 22014510 17387249 21235714 7925339 8056199 54826773 60555684 140118 196540 140118 196540 X 39367997 43628266 15318658 16730878 54686655 60359144 54826773 60555684 X 889460 4652169 130860 X 0 1 X 1 0 X 3476459 5098279 5592093 6077823 4878483 25123137 3476459 5098279 5592093 6077823 4878483 25123137 4776743 20346394 625483 781603 971196 370933 438608 3187823 11151 11151 28322111 0.71840 0.69660 X Schedule A, Part II, Line 10, Explanation of Other Income: OTHER - 2016 Amount: $ 11,151. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39964656 9774641 4911800 1765349 52885748 34397891 982506 6522609 1938350 39964656 37987411 1259220 -2966208 1882532 34397891 32783754 1940539 5146556 1883438 37987411 32216442 680000 1787150 1899838 32783754 0.91000 0.09000 0 0 723608 723608 2411934 951173 1460761 743952 570365 173587 2357956 LIMITED PARTNERSHIPS 21235714 F 21235714 BENEFICIAL INTEREST IN FEDERAL TRUST 8056199 8056199 X 9921143 4652169 2809 4654978 5266165 0 5266165 4248654 0 4248654 128051 128051 4376705 Part V, Line 4: INTENDED USE OF ENDOWMENT FUNDS TO SUPPORT EF'S PROGRAMS AND OPERATIONS. Part X, Line 2: UNCERTAIN TAX POSITIONS UNDER ASC 740 GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. EF BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP. Part XI, Line 2d - Other Adjustments: CHANGE IN VALUE OF BENEFICIAL INTEREST IN FEDERAL TRUST 130,860. INVESTMENT MANAGEMENT FEES -128,051. 0 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 INVESTMENTS 6969000 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) GLOBAL NETWORK EVENTS 4000 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 208000 Middle East and North Africa 0 0 FUNDRAISING (REVENUE) North America 0 0 FUNDRAISING (REVENUE) South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 266000 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) GLOBAL NETWORK EVENTS 4000 0 0 0 0 0 0 7451000 0 7451000 FELLOWSHIPS Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 99 265198 WIRE 0 FMV FELLOWSHIPS Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgiu 10 5000 WIRE 0 FMV 0 0 0 1 1 0 Part I, Line 2: EF MONITORS THE USE OF ITS GRANT FUNDS BY REQUIRING THE RECIPIENTS TO SUBMIT A REPORT AT THE END OF THE GRANT PERIOD ON THE STATUS OF THEIR PROJECT AND TO STATE EXPECTED MEASURABLE RESULTS. Part III Accounting Method: 1 FELLOWSHIPS 17 254775 Part I, Line 2: EF MONITORS THE USE OF FELLOWSHIP FUNDS BY REQUIRING THE RECIPIENTS TO SUBMIT A REPORT AT THE END OF THE FELLOWSHIP PERIOD ON THEIR EXPERIENCE. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 GEORGE de LAMA PRESIDENT 322626 0 25000 0 396 0 14250 0 31704 0 393976 0 0 0 ERIN HILLMAN V.P. OPERATIONS 235164 0 25000 0 90 0 13914 0 36618 0 310786 0 0 0 STEPHANIE S GROPP DIR FIN/ADM 164168 0 10000 0 90 0 9303 0 31557 0 215118 0 0 0 SUSAN KOHLER-REED DIR. PROGRAMS 126676 0 0 0 396 0 6259 0 17553 0 150884 0 0 0 X 6 213524 FMV @ TRANSFER DATE 0 0 0 0 Form 990, Part VI, Section A, line 2 DAVID EISENHOWER, TRUSTEE, AND SUSAN EISENHOWER, TRUSTEE, HAVE A FAMILY RELATIONSHIP. Form 990, Part VI, Section B, line 11b GOVERNING BODY REVIEW OF FORM 990 THE EXECUTIVE COMMITTEE REVIEWS THE FORM 990 FOR APPROVAL. ONCE APPROVED, A COPY OF THE RETURN IS DISTRIBUTED TO EACH BOARD TRUSTEE FOR REVIEW PRIOR TO FILING. Form 990, Part VI, Section B, line 12c MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY EF'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL BOARD MEMBERS ANNUALLY FOR THEIR REVIEW. ALSO, STAFF RESPONSIBLE FOR CONTRACTING AND PROCUREMENT ARE PROVIDED WITH CURRENT BOARD LIST SO THAT THEY CAN REMAIN ALERT TO POTENTIAL REAL OR APPARENT CONFLICTS. CONCERNS ABOUT POSSIBLE CONFLICTS ARE REPORTED TO THE PRESIDENT, WHO ALERTS THE APPROPRIATE BOARD MEMBERS. Form 990, Part VI, Section B, line 15 PROCESS FOR DETERMINING COMPENSATION THE COMPENSATION COMMITTEE REVIEWS THE COMPENSATION OF THE PRESIDENT AND EXECUTIVE TEAM DIRECT REPORTS, THE ORGANIZATION'S OVERALL STAFF COMPENSATION AND BENEFITS STRATEGY AND POLICY AND MAKES RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE. Form 990, Part VI, Section C, line 19 EF POSTS ITS FORM 990, AUDITED FINANCIAL STATEMENTS AND ANNUAL BUSINESS PLAN ON ITS WEBSITE. EF'S CHARTER, BYLAWS AND OTHER GOVERNING DOCUMENTS, SUCH AS ITS CONFLICT OF INTEREST AND WHISTLEBLOWER POLICIES, ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, line 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN FEDERAL TRUST 130,860.