EISENHOWER EXCHANGE FELLOWSHIPS INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- EISENHOWER EXCHANGE FELLOWSHIPS INC (EIN 23-1505095)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202023159349304117
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T14:17:15-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232896692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET 3RD FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231505095 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISENHOWER EXCHANGE FELLOWSHIPS | BusinessNameLine1Txt |
| Business Name Line2 | INCORPORATED | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EISE | BusinessNameControlTxt |
| Phone | 2155461738 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 SOUTH 16TH STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE de LAMA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2155461738 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER SOLOT | PreparerPersonNm |
| PTIN | P00749373 | PTIN |
| Phone | 2155677770 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.245.86.172 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 15:15:12 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BD9A5248FD892EED72309E8CBFD61EFE5C549072 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2024A3B14602D7920249EF88931123AFE691CD00 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GEORGE de LAMA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 SOUTH 16TH STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,115,717 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EFWORLD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | A GLOBAL LEADERSHIP NETWORK THAT FOSTERS A MORE PEACEFUL, PROSPEROUS & JUST WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 44 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 43 | VotingMembersIndependentCnt |
| Total Employee | 31 | TotalEmployeeCnt |
| Total Volunteers | 43 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,592,093 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,077,823 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,036,218 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,812,343 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,628,311 | PYTotalRevenueAmt |
| CY Total Revenue | $7,890,166 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,474,457 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,914,195 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,812,978 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,835,084 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $86,923 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $323,134 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,452,761 | PYOtherExpensesAmt |
| CY Other Expenses | $1,382,073 | CYOtherExpensesAmt |
| PY Total Expenses | $5,740,196 | PYTotalExpensesAmt |
| CY Total Expenses | $6,218,275 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,888,115 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,671,891 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $48,145,073 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,826,773 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $298,748 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $140,118 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $47,846,325 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $54,686,655 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,129,378 | ExpenseAmt |
| Grant | $566,506 | GrantAmt |
| Desc | TWENTY-TWO EISENHOWER FELLOWS IN THE 2019 GLOBAL PROGRAM TRAVELED TO THE UNITED STATES IN THE SPRING OF 2019, REPRESENTING COUNTRIES IN ASIA, AFRICA, EUROPE, LATIN AMERICA AND THE SOUTH PACIFIC. THE PROGRAM, WHICH TOOK PLACE FROM MARCH 28 TO MAY 10, 2019, PROVIDED THESE ASCENDANT GLOBAL LEADERS WITH A UNIQUE OPPORTUNITY TO NETWORK IN THEIR PROFESSIONAL FIELDS AND FURTHER THEIR INDIVIDUAL FELLOWSHIP PROJECTS. FELLOWSHIP PROJECTS ARE DESIGNED TO ADVANCE LASTING POSITIVE CHANGE IN THE FELLOW'S COMMUNITY, COUNTRY OR WITHIN THE BROADER SOCIETY. THE 2019 PROJECTS ADDRESSED IMPORTANT GLOBAL ISSUES IN EDUCATION, HEALTH, ENTREPRENEURSHIP, BIOMEDICAL RESEARCH, COUNTER-TERRORISM, HEALTH TECHNOLOGY, COMMUNICATIONS AND THE ENVIRONMENT. [CONT. ON SCHEDULE O]IN MARCH 2019 THE FELLOWS ATTENDED A THREE-DAY ORIENTATION AND OPENING SEMINAR PROGRAM WITH EF STAFF AND 2019 USA FELLOWS IN PHILADELPHIA. AMONG OTHER THINGS, THE SEMINAR PROVIDED AN OPPORTUNITY TO ENGAGE WITH EF TRUSTEE DAVID EISENHOWER, WHO LED A FASCINATING DISCUSSION OF AMERICAN PRESIDENTIAL POLITICS. OVER THE NEXT FIVE WEEKS THE FELLOWS TRAVELED TO AN AVERAGE OF 10 U.S. CITIES EACH AND CONDUCTED OVER 1,070 PROFESSIONAL MEETINGS. FELLOWS MET WITH LEADERS IN THE PRIVATE, PUBLIC AND NGO SECTORS, AS WELL AS EXPERTS IN ACADEMIA AND THE MEDIA. THROUGHOUT THEIR TRAVELS THEY ALSO PARTICIPATED IN GROUP MEETINGS AND SPECIALIZED SEMINARS DESIGNED TO FOSTER DIALOGUE, ENCOURAGE CONTINUED LEARNING AND CREATE OPPORTUNITIES FOR THE EXCHANGE OF IDEAS AND COLLABORATION WITH OTHER EISENHOWER FELLOWS. A HIGHLIGHT OF THEIR CLOSING SEMINAR IN PHILADELPHIA IN MAY WAS AN OFF-THE-RECORD SEMINAR WITH EF CHAIRMAN AND FORMER SECRETARY OF DEFENSE ROBERT M. GATES. DURING THE ANNUAL MEETING AND AWARDS DINNER, SECRETARY GATES AWARDED THE 2019 DWIGHT D. EISENHOWER MEDAL FOR LEADERSHIP AND SERVICE POSTHUMOUSLY TO LATE U.S. SENATOR JOHN S. MCCAIN III IN RECOGNITION OF HIS DECADES OF LEADERSHIP IN THE UNITED STATES MILITARY AND THE SENATE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,373,406 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Desc | THE GLOBAL FELLOWS' NETWORK FOSTERS CONTINUED CONNECTION AND ENGAGEMENT AMONG FELLOWS AROUND THE WORLD. EISENHOWER FELLOWS CURRENTLY HAVE ORGANIZED NEARLY 50 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. [CONT. ON SCHEDULE O]IN JUNE 2019, EISENHOWER FELLOWSHIPS HOSTED A DYNAMIC REGIONAL GATHERING IN KIGALI, RWANDA. THE CONFERENCE WAS THE FIRST ON THE CONTINENT OF AFRICA IN EF'S HISTORY, FOLLOWING UP ON EF'S FIRST AFRICA PROGRAM WHICH BROUGHT 24 VISIONARY AFRICAN LEADERS TO THE U.S. IN 2016. THE THREE-DAY SUMMIT BROUGHT TOGETHER LEADERS IN GOVERNMENT, BUSINESS AND CIVIL SOCIETY TO DISCUSS THE FUTURE OF AFRICA'S GLOBAL INTEGRATION AND PROVIDED A PLATFORM FOR EISENHOWER FELLOWS FROM ACROSS THE CONTINENT AND OTHER REGIONS TO EXPLORE INNOVATIVE GLOBAL PARTNERSHIPS WITHIN THE EF NETWORK. MORE THAN 350 PEOPLE REGISTERED FOR THE CONFERENCE, INCLUDING 50 FELLOWS FROM 21 COUNTRIES AND THREE EF TRUSTEES. ONE OF THE HIGHLIGHTS OF THE CONFERNCE WAS THE OPENING CEREMONY WHICH FEATURED A CONVERSATION BETWEEN EF PRESIDENT GEORGE de LAMA AND H.E. PAUL KAGAME, PRESIDENT OF THE REPUBLIC OF RWANDA. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,197,358 | ExpenseAmt |
| Grant | $548,803 | GrantAmt |
| Desc | IN OCTOBER AND NOVEMBER 2019, EISENHOWER FELLOWSHIPS BROUGHT 23 ASCENDANT LEADERS FROM ARGENTINA, BRAZIL, CHILE, COLOMBIA, JAMAICA, MEXICO, PARAGUAY, PERU AND VENEZUELA, TO THE U.S. FOR ITS FALL 2019 LATIN AMERICAN AND CARIBBEAN FELLOWSHIP PROGRAM. THE PROGRAM WAS EISENHOWER FELLOWSHIPS' FIRST TO FOCUS EXCLUSIVELY ON LATIN AMERICA AND THE CARIBBEAN IN MORE THAN A DECADE. THE 23 FELLOWS, REPRESENTING A BROAD RANGE OF PUBLIC, PRIVATE AND NONPROFIT FIELDS, INCLUDED A BEST-SELLING CHILDREN'S BOOK AUTHOR BUILDING AN ONLINE RESOURCE FOR SOCIAL AND EMOTIONAL LEARNING, A PROFESSOR OF STRUCTURAL ENGINEERING DESIGNING DYNAMIC DISASTER RESPONSE PLANS AND A START-UP CO-FOUNDER INVESTING IN SUSTAINABLE JAMAICAN SMALL BUSINESSES. [CONT. ON SCHEDULE O]THE FELLOWS GATHERED IN PHILADELPHIA FOR AN OPENING SEMINAR IN OCTOBER BEFORE FANNING OUT ACROSS THE COUNTRY TO VISIT A TOTAL OF 53 CITIES IN 29 STATES AND PARTICIPATE IN OVER 1,100 CUSTOMIZED MEETINGS WITH EXPERTS IN THEIR FIELDS. THE FELLOWS RETURNED TO PHILADELPHIA FOR THEIR CLOSING SEMINAR IN NOVEMBER BEFORE RETURNING TO THEIR HOME COUNTRIES TO CARRY OUT THEIR CONCRETE, HIGH IMPACT EISENHOWER FELLOWSHIP PROJECTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $913,040 | $427,116 | OTHER PROGRAMS: IN ADDITION TO ITS INTERNATIONAL PROGRAMS, EF ALSO OPERATES A USA PROGRAM, WHICH SENDS BETWEEN 10-12 U.S. CITIZENS ABROAD EVERY YEAR. FELLOWS TRAVEL INDIVIDUALLY TO 1-2 DESTINATION COUNTRIES AROUND THE WORLD FOR A TOTAL OF 4-5 WEEKS OF PROFESSIONAL MEETINGS AND RELEVANT SITE VISITS. PRIOR TO TRAVELING, ALL OF THE USA FELLOWS ATTEND AN ORIENTATION AND OPENING SEMINAR IN PHILADELPHIA IN THE EARLY SPRING. IN ADDITION TO PROVIDING THEM WITH AN OPPORTUNITY TO HONE THEIR FELLOWSHIP PROJECTS AND LEARN MORE ABOUT THEIR DESTINATION COUNTRIES, THE OPENING SEMINAR PROVIDES USA FELLOWS WITH AN OPPORTUNITY TO BOND AS A GROUP AS WELL AS WITH EF'S GLOBAL FELLOWS. THROUGHOUT 2019, 12 USA FELLOWS TRAVELED TO 19 COUNTRIES AND PARTICIPATED IN APPROXIMATELY 850 MEETINGS. THE MAJORITY OF THE 2019 COHORT HAILED FROM ONE OF EISENHOWER FELLOWSHIPS' USA HUBS IN NEW ENGLAND, CHICAGO, NORTH CAROLINA, PHILADELPHIA, ST. LOUIS AND LOS ANGELES, SAN FRANCISCO. IN ADDITION, TWO NATIONAL FELLOWS REPRESENTED HOUSTON AND DALLAS. THE NINETEEN COUNTRIES VISITED WERE: ARGENTINA, AUSTRALIA, COLOMBIA, EGYPT, FRANCE, GERMANY, IRELAND, ISRAEL, JAPAN, KENYA, NETHERLANDS, NEW ZEALAND, PARAGUAY, RWANDA, SOUTH AFRICA, SOUTH KOREA, SWEDEN, THAILAND AND VIETNAM. IN THESE COUNTRIES FELLOWS WERE HOSTED A TOTAL OF 22 TIMES BY LOCAL EISENHOWER FELLOWS. FOR THEIR FELLOWSHIP PROJECTS, FELLOWS EXPLORED: COMMUNITY DEVELOPMENT, GENDER EQUITY AND INCLUSION, ENTREPRENEURSHIP, MILITARY TRANSITION PROGRAMS, DEVELOPING FUTURE GENERATIONS OF STEM PROFESSIONALS, DISRUPTIVE TECHNOLOGIES, CORPORATE UNIVERSITY MODELS TO TRAIN STUDENTS FOR IT CAREERS, AFFORDABLE HOUSING ON A LARGE SCALE, PHYSICAL EXERCISE IN PROMOTING MENTAL AND GENERAL HEALTH AND HOW TO MAINTAIN LOW INCARCERATION AND RECIDIVISM RATES. THE 2019 USA AGRICULTURE FELLOW, AN ACTIVE URBAN FARMER FROM BOSTON WHO MANAGES THE LARGEST ROOFTOP FARM IN NEW ENGLAND, AMONG OTHER LARGE SCALE URBAN AGRICULTURE PROJECTS, TRAVELED TO GERMANY, SWEDEN AND FRANCE ON FELLOWSHIP TO LEARN MORE ABOUT THEIR SUCCESSFUL AND SUSTAINABLE URBAN FARMING PRACTICES.SINCE 2015, EISENHOWER FELLOWSHIPS HAS ALSO SENT USA FELLOWS TO CHINA UNDER A SPECIAL PARTNERSHIP WITH THE CHINA EDUCATION ASSOCIATION FOR INTERNATIONAL EXCHANGE (CEAIE) CALLED THE ZHI-XING CHINA EISENHOWER FELLOWSHIP. IN 2019, EIGHT AMERICAN FELLOWS TRAVELED TO CHINA FOR A FOUR-WEEK PROFESSIONAL AND LEADERSHIP DEVELOPMENT PROGRAM. THE PROGRAM BEGAN IN BEIJING WITH ROBUST CULTURAL IMMERSION TRAINING AND EXPOSURE. THE FELLOWS THEN EMBARKED ON TAILORED MEETINGS IN FOUR TO SIX CHINESE CITIES, WHERE THEY INTERACTED WITH SOME 350 TOP LEADERS IN THEIR FIELDS, CONCLUDING IN SHANGHAI TO SHARE KEY TAKEWAYS. THE 2019 ZHI-XING FELLOWS FOCUSED THEIR PROJECTS ON FILM, SUSTAINABILITY, FINANCIAL INCLUSION, DIGITAL DIVIDES, PLANT-BASED FOOD PRODUCTION AND GENDER DIVERSITY IN THE WORKPLACE. |
| $530,602 | $371,770 | IN MAY 2019, EF WELCOMED 14 HIGHLY ACCOMPLISHED MID-CAREER LEADERS FROM IRELAND AND NORTHERN IRELAND TO PARTICIPATE IN A SPECIAL 2019 ISLAND OF IRELAND PROGRAM. THE RECIPIENTS, SEVEN FROM NORTHERN IRELAND AND SEVEN FROM THE SOUTH, WORKED IN DIPLOMACY, LAW ENFORCEMENT, ECONOMICS, RELIGIOUS AFFAIRS, ENVIRONMENTAL CONSERVATION AND ACADEMIA. THEY INCLUDED THE MANAGER OF A CHARITY FOR SYRIAN REFUGEES, AN IRISH AMBASSADOR TO AFRICA, AN ADVISER TO NORTHERN IRELAND'S CIVIL SERVICE, A SPECIALIST IN PUBLIC ACCESS TO GOVERNMENT DATA, A CLIMATE CHANGE EXPERT AND THE ADMINISTRATOR OF AN INTERDENOMINATIONAL GROUP OF CHURCHES. THESE DYNAMIC LEADERS TRAVELED ACROSS THE UNITED STATES ON FELLOWSHIP, VISITING AN AVERAGE OF 11 U.S. CITIES EACH, AND ENGAGED IN TRANSFORMATIVE EXCHANGES OF KNOWLEDGE AND IDEAS WITH OVER 600 LEADING THINKERS IN THEIR FIELDS. THE PROGRAM MARKED THE 30TH ANNIVERSARY OF EF'S 1989 SINGLE-AREA PROGRAM FOR IRELAND AND NORTHERN IRELAND THAT FIRST BROUGHT TOGETHER FELLOWS FROM BOTH SIDES OF THE IRISH BORDER, FORGING RELATIONSHIPS OF TRUST THAT HELPED SUPPORT AN END TO THE ISLAND'S BLOODY SECTARIAN CONFLICT. SEVERAL OF THE ORIGINAL 1989 FELLOWS SUBSEQUENTLY PLAYED IMPORTANT ROLES IN NEGOTIATING AND SAFEGUARDING THE GOOD FRIDAY PEACE ACCORDS OF 1998. THE 2019 ISLAND OF IRELAND PROGRAM WAS DESIGNED IN PART TO ADDRESS SOME OF THE UNCERTAINTIES SURROUNDING BREXIT, BRITAIN'S PROPOSED EXIT FROM THE EUROPEAN UNION, WHICH HAD MAJOR SOCIAL, POLITICAL, ECONOMIC AND BORDER-CONTROL IMPLICATIONS FOR IRELAND AND NORTHERN IRELAND. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,443,642 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $798,886 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $5,143,784 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 48 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 31 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 44 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 43 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIRECTOR OF FINANCE AND ADMIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2155461738 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 S 16TH STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| NICOLAS AGUZIN | |||||||
| TRUSTEE EFF. 12/10/19 | 0.05 | Yes (X) | $0 | $0 | $0 | ||
| MOHAMMED M AL-ARDHI | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MADELEINE K ALBRIGHT | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| AMR A AL-DABBAGH | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| KORAY ARIKAN | |||||||
| TRUSTEE 'TIL 12/10/19 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| HJESSE ARNELLE | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| ANINDYA BAKRIE | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| KIMBALL C CHEN | |||||||
| TRUSTEE | 1.80 | Yes (X) | $0 | $0 | $0 | ||
| SOLOMON CAI CHENYU | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VIRGINIA CLARK | |||||||
| TRUSTEE EFF. 3/20/19 | 1.10 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES E COBB JR | |||||||
| TRUSTEE | 2.60 | Yes (X) | $0 | $0 | $0 | ||
| EDGAR M CULLMAN JR | |||||||
| TRUSTEE; CHAIR, DEVELOPMENT CTE | 3.80 | Yes (X) | $0 | $0 | $0 | ||
| DAVID EISENHOWER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN EISENHOWER | |||||||
| TRUSTEE | 1.40 | Yes (X) | $0 | $0 | $0 | ||
| JEREMY K ELLIS | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MARCELO ETCHEBARNE | |||||||
| TRUSTEE | 4.20 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER FANG | |||||||
| TRUSTEE 'TIL 12/10/19 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| HOLLY FLANAGAN | |||||||
| TRUSTEE EFF. 10/10/19 | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| ALAN H FLEISCHMANN | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| THEODORE FRIEND | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT M GATES | |||||||
| CHAIRMAN | 1.60 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARY LOUISE GORNO | |||||||
| TRUSTEE; CHAIR, NOMINATING CTE | 3.80 | Yes (X) | $0 | $0 | $0 | ||
| MARK GRIER | |||||||
| TRUSTEE; CHAIR, INVESTMENT CTE | 3.80 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN HAKKARAINEN | |||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| HARRY HALLORAN | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| SHOW-CHUNG HO | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| PEDER HOLK NIELSEN | |||||||
| TRUSTEE 'TIL 12/10/19 | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| JAMES W HOVEY | |||||||
| CHAIRMAN OF THE EXEC CTE | 5.80 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| VICTORIA HSU | |||||||
| TRUSTEE EFF. 8/9/19 | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| F RICHARD HSUPHD | |||||||
| TRUSTEE 'TIL 4/2019 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| MEHMET FATIH KARAMANCI | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| JOHN W KEOGH | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| SHAHID MAHMUD | |||||||
| TRUSTEE | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT MANDERS | |||||||
| TRUSTEE; CHAIR, ADMIN/FIN CTE | 3.60 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY MCBRIDE | |||||||
| TRUSTEE; CHAIR, COMP CTE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES L MCCABE | |||||||
| TRUSTEE; TREASURER & AUDIT CHAIR | 4.20 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| VICTOR J MENEZES | |||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| ROGER NORES | |||||||
| TRUSTEE EFF. 8/13/19 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| OSMAN OKYAY | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| STEVE PAGLIUCA | |||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| STEVE PELCH | |||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| JAY R PRYOR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN SHERMAN | |||||||
| TRUSTEE EFF. 12/9/19 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY SINGER | |||||||
| TRUSTEE | 4.20 | Yes (X) | $0 | $0 | $0 | ||
| PAVNINDER SINGH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE TODD WHITMAN | |||||||
| VICE-CHAIR | 3.40 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JAIME AUGUSTO ZOBEL DE AYALA | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE de LAMA | |||||||
| PRESIDENT | 40.00 | Yes (X) | $367,076 | $0 | $42,033 | Yes (X) | |
| ERIN HILLMAN | |||||||
| V.P. OPERATIONS | 40.00 | $247,979 | $0 | $46,113 | Yes (X) | ||
| STEPHANIE GROPP | |||||||
| CORP. SEC & DIR FIN/ADM | 37.00 | $154,099 | $0 | $36,723 | Yes (X) | ||
| THOMAS FERGUSON | |||||||
| SR. DIR. NETWORK | 40.00 | $134,219 | $0 | $24,063 | Yes (X) | ||
| SUSAN KOHLER-REED | |||||||
| DIR. PROGRAMS | 40.00 | $120,242 | $0 | $22,566 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,023,615 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $171,498 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,077,823 | AllOtherContributionsAmt |
| Noncash Contributions | $577,534 | NoncashContributionsAmt |
| Total Contributions | $6,077,823 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $370,933 | TotalRevenueColumnAmt |
| Exclusion | $370,933 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,666,961 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,225,551 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,441,410 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,441,410 | TotalRevenueColumnAmt |
| Exclusion | $1,441,410 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,890,166 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,812,343 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $427,116 | TotalAmt |
| Program Services | $427,116 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,487,079 | TotalAmt |
| Program Services | $1,487,079 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $899,216 | TotalAmt |
| Program Services | $605,540 | ProgramServicesAmt |
| Management And General | $219,782 | ManagementAndGeneralAmt |
| Fundraising | $73,894 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,462,126 | TotalAmt |
| Program Services | $1,213,587 | ProgramServicesAmt |
| Management And General | $189,810 | ManagementAndGeneralAmt |
| Fundraising | $58,729 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,817 | TotalAmt |
| Program Services | $44,286 | ProgramServicesAmt |
| Management And General | $7,072 | ManagementAndGeneralAmt |
| Fundraising | $4,459 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,092 | TotalAmt |
| Program Services | $231,061 | ProgramServicesAmt |
| Management And General | $45,717 | ManagementAndGeneralAmt |
| Fundraising | $8,314 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,833 | TotalAmt |
| Program Services | $101,749 | ProgramServicesAmt |
| Management And General | $24,160 | ManagementAndGeneralAmt |
| Fundraising | $6,924 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,923 | TotalAmt |
| Fundraising | $86,923 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,004 | TotalAmt |
| Program Services | $91,127 | ProgramServicesAmt |
| Management And General | $40,877 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,039 | TotalAmt |
| Program Services | $147,137 | ProgramServicesAmt |
| Management And General | $25,985 | ManagementAndGeneralAmt |
| Fundraising | $1,917 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,952 | TotalAmt |
| Program Services | $96,686 | ProgramServicesAmt |
| Management And General | $33,051 | ManagementAndGeneralAmt |
| Fundraising | $21,215 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,531 | TotalAmt |
| Program Services | $65,305 | ProgramServicesAmt |
| Management And General | $29,226 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,517 | TotalAmt |
| Program Services | $26,615 | ProgramServicesAmt |
| Management And General | $24,902 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,708 | TotalAmt |
| Program Services | $168,000 | ProgramServicesAmt |
| Management And General | $4,606 | ManagementAndGeneralAmt |
| Fundraising | $39,102 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,745 | TotalAmt |
| Program Services | $320,959 | ProgramServicesAmt |
| Management And General | $24,129 | ManagementAndGeneralAmt |
| Fundraising | $21,657 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,768 | TotalAmt |
| Program Services | $94,337 | ProgramServicesAmt |
| Management And General | $67,431 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,809 | TotalAmt |
| Program Services | $23,200 | ProgramServicesAmt |
| Management And General | $14,609 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,218,275 | TotalAmt |
| Program Services | $5,143,784 | ProgramServicesAmt |
| Management And General | $751,357 | ManagementAndGeneralAmt |
| Fundraising | $323,134 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,138,618 | BOYAmt |
| EOY | $749,961 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,121,119 | BOYAmt |
| EOY | $2,274,358 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,088,147 | BOYAmt |
| EOY | $3,566,641 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,419 | BOYAmt |
| EOY | $134,601 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,860,755 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,375,180 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,563,474 | BOYAmt |
| EOY | $2,485,575 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,557,912 | BOYAmt |
| EOY | $20,303,049 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,718,860 | BOYAmt |
| EOY | $17,387,249 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,818,524 | BOYAmt |
| EOY | $7,925,339 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,145,073 | BOYAmt |
| EOY | $54,826,773 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,748 | BOYAmt |
| EOY | $140,118 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,748 | BOYAmt |
| EOY | $140,118 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,008,470 | BOYAmt |
| EOY | $39,367,997 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,837,855 | BOYAmt |
| EOY | $15,318,658 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,846,325 | BOYAmt |
| EOY | $54,686,655 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,145,073 | BOYAmt |
| EOY | $54,826,773 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,671,891 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,061,624 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $106,815 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,673,870 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,476,459 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,098,279 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,592,093 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,077,823 | CurrentTaxYearAmt |
| Total | $22,918,524 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,673,870 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,476,459 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,098,279 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,592,093 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,077,823 | CurrentTaxYearAmt |
| Total | $22,918,524 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,313,871 | SubstantialContributorsTotAmt |
| Public Support Total170 | $18,604,653 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,022,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $625,483 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $781,603 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $971,196 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $370,933 | CurrentTaxYearAmt |
| Total | $3,771,665 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,769 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,151 | CurrentTaxYearMinus3YearsAmt |
| Total | $18,920 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $26,709,109 | TotalSupportAmt |
| Public Support CY170 | 0.69660 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62860 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | OTHER - 2015 Amount: $ 7,769. 2016 Amount: $ 11,151. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,397,891 | BeginningYearBalanceAmt |
| Contributions | $982,506 | ContributionsAmt |
| Investment Earnings Or Losses | $6,522,609 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,938,350 | OtherExpendituresAmt |
| End Year Balance | $39,964,656 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,987,411 | BeginningYearBalanceAmt |
| Contributions | $1,259,220 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,966,208 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,882,532 | OtherExpendituresAmt |
| End Year Balance | $34,397,891 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,783,754 | BeginningYearBalanceAmt |
| Contributions | $1,940,539 | ContributionsAmt |
| Investment Earnings Or Losses | $5,146,556 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,883,438 | OtherExpendituresAmt |
| End Year Balance | $37,987,411 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,216,442 | BeginningYearBalanceAmt |
| Contributions | $680,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,787,150 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,899,838 | OtherExpendituresAmt |
| End Year Balance | $32,783,754 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,895,746 | BeginningYearBalanceAmt |
| Contributions | $770,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,079,062 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,370,242 | OtherExpendituresAmt |
| End Year Balance | $32,216,442 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.89000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.11000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $723,608 | OtherCostOrOtherBasisAmt |
| Book Value | $723,608 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,411,935 | OtherCostOrOtherBasisAmt |
| Depreciation | $880,302 | DepreciationAmt |
| Book Value | $1,531,633 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $725,212 | OtherCostOrOtherBasisAmt |
| Depreciation | $494,878 | DepreciationAmt |
| Book Value | $230,334 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,485,575 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS | Desc |
| Book Value | $17,387,249 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $17,387,249 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN FEDERAL TRUST | Desc |
| Book Value | $7,925,339 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,925,339 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,926,601 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,061,624 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$25,189 | OtherRevenueAmt |
| Revenue Not Reported | $5,036,435 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,890,166 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,890,166 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,086,271 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,086,271 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $132,004 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $132,004 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,218,275 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 106,815. INVESTMENT MANAGEMENT FEES -132,004. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | 0 | 0 | INVESTMENTS | $5,810,000 | |
| East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, | 0 | 0 | FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) | $215,000 | FELLOWSHIPS & GLOBAL NETWORK EVENTS |
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | 0 | 0 | FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) | $516,000 | FELLOWSHIPS & GLOBAL NETWORK EVENTS |
| Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, | 0 | 0 | FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) | $102,000 | FELLOWSHIPS & GLOBAL NETWORK EVENTS |
| North America - Canada and Mexico, but not the United States | 0 | 0 | FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) | $51,000 | FELLOWSHIPS & GLOBAL NETWORK EVENTS |
| South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, | 0 | 0 | FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) | $618,000 | FELLOWSHIPS & GLOBAL NETWORK EVENTS |
| South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, | 0 | 0 | PROGRAM SERVICES (EXPENSE) | $72,000 | FELLOWSHIPS & GLOBAL NETWORK EVENTS |
| Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, | 0 | 0 | FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) | $203,000 | FELLOWSHIPS & GLOBAL NETWORK EVENTS |
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | 0 | 0 | PROGRAM SERVICES (EXPENSE) | $26,000 | FELLOWSHIPS & GLOBAL NETWORK EVENTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $7,587,000 | SubtotalSpentAmt |
| Continuation Spent | $26,000 | ContinuationSpentAmt |
| Total Spent | $7,613,000 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| FELLOWSHIPS | Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | 1 | $23,861 | WIRE | FMV |
| FELLOWSHIPS | East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, | 16 | $154,502 | WIRE | FMV |
| FELLOWSHIPS | Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgiu | 25 | $474,771 | WIRE | FMV |
| FELLOWSHIPS | North America - Canada and Mexico, but not the United States | 2 | $47,722 | WIRE | FMV |
| FELLOWSHIPS | South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, | 32 | $580,221 | WIRE | FMV |
| FELLOWSHIPS | South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, | 2 | $51,501 | WIRE | FMV |
| FELLOWSHIPS | Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, | 4 | $103,001 | WIRE | FMV |
| FELLOWSHIPS | Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, | 2 | $51,500 | WIRE | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Schultz & Williams | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1617 JFK Boulevard Suite 1700 | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Capital and Annual Campaign Counsel | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $86,923 | RetainedByContractorAmt |
| Net To Organization | -$86,923 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $86,923 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$86,923 | TotalNetToOrganizationAmt |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FELLOWSHIPS | GrantTypeTxt |
| Recipient | 27 | RecipientCnt |
| Cash Grant | $427,116 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GEORGE de LAMA | ||||||||||||||
| PRESIDENT | $307,076 | $0 | $60,000 | $0 | $0 | $0 | $12,260 | $0 | $29,773 | $0 | $409,109 | $0 | $0 | $0 |
| ERIN HILLMAN | ||||||||||||||
| V.P. OPERATIONS | $222,979 | $0 | $25,000 | $0 | $0 | $0 | $11,789 | $0 | $34,324 | $0 | $294,092 | $0 | $0 | $0 |
| STEPHANIE GROPP | ||||||||||||||
| CORP. SEC & DIR FIN/ADM | $144,099 | $0 | $10,000 | $0 | $0 | $0 | $7,313 | $0 | $29,410 | $0 | $190,822 | $0 | $0 | $0 |
| THOMAS FERGUSON | ||||||||||||||
| SR. DIR. NETWORK | $134,219 | $0 | $0 | $0 | $0 | $0 | $6,273 | $0 | $17,790 | $0 | $158,282 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $577,534 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV @ TRANSFER DATE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | DAVID EISENHOWER, TRUSTEE, AND SUSAN EISENHOWER, TRUSTEE, HAVE A FAMILY RELATIONSHIP. VICTORIA HSU, TRUSTEE & F. RICHARD HSU, 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 106,815. |
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