2020-11-10T14:17:15-06:00 2019-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2019-01-01 231505095 EISENHOWER EXCHANGE FELLOWSHIPS INCORPORATED EISE 2155461738 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 GEORGE de LAMA PRESIDENT 2155461738 2020-11-10 1 JENNIFER SOLOT P00749373 2155677770 96.245.86.172 2020-11-10 15:15:12 ES P BD9A5248FD892EED72309E8CBFD61EFE5C549072 2024A3B14602D7920249EF88931123AFE691CD00 2019 2021-01-29 14:40:06Z GEORGE de LAMA 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 16115717 0 X WWW.EFWORLD.ORG X 1953 PA A GLOBAL LEADERSHIP NETWORK THAT FOSTERS A MORE PEACEFUL, PROSPEROUS & JUST WORLD. 44 43 31 43 0 0 5592093 6077823 0 0 2036218 1812343 0 0 7628311 7890166 1474457 1914195 0 0 2812978 2835084 0 86923 323134 1452761 1382073 5740196 6218275 1888115 1671891 48145073 54826773 298748 140118 47846325 54686655 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 1129378 566506 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. 1373406 0 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. 1197358 548803 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. 913040 427116 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. 530602 371770 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. 1443642 798886 5143784 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 48 0 1 31 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 44 43 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 EFF. 12/10/19 0.05 X 0 0 0 MOHAMMED M AL-ARDHI TRUSTEE 0.20 X 0 0 0 MADELEINE K ALBRIGHT TRUSTEE 0.20 X 0 0 0 AMR A AL-DABBAGH TRUSTEE 0.20 X 0 0 0 KORAY ARIKAN TRUSTEE 'TIL 12/10/19 0.20 X 0 0 0 HJESSE ARNELLE TRUSTEE 0.20 X 0 0 0 ANINDYA BAKRIE TRUSTEE 0.20 X 0 0 0 KIMBALL C CHEN TRUSTEE 1.80 X 0 0 0 SOLOMON CAI CHENYU TRUSTEE 1.00 X 0 0 0 VIRGINIA CLARK TRUSTEE EFF. 3/20/19 1.10 X 0 0 0 CHARLES E COBB JR TRUSTEE 2.60 X 0 0 0 EDGAR M CULLMAN JR TRUSTEE; CHAIR, DEVELOPMENT CTE 3.80 X 0 0 0 DAVID EISENHOWER TRUSTEE 1.00 X 0 0 0 SUSAN EISENHOWER TRUSTEE 1.40 X 0 0 0 JEREMY K ELLIS TRUSTEE 0.20 X 0 0 0 MARCELO ETCHEBARNE TRUSTEE 4.20 X 0 0 0 CHRISTOPHER FANG TRUSTEE 'TIL 12/10/19 0.20 X 0 0 0 HOLLY FLANAGAN TRUSTEE EFF. 10/10/19 0.40 X 0 0 0 ALAN H FLEISCHMANN TRUSTEE 0.20 X 0 0 0 THEODORE FRIEND TRUSTEE 1.00 X 0 0 0 ROBERT M GATES CHAIRMAN 1.60 X X 0 0 0 MARY LOUISE GORNO TRUSTEE; CHAIR, NOMINATING CTE 3.80 X 0 0 0 MARK GRIER TRUSTEE; CHAIR, INVESTMENT CTE 3.80 X 0 0 0 SUSAN HAKKARAINEN TRUSTEE 0.60 X 0 0 0 HARRY HALLORAN TRUSTEE 0.20 X 0 0 0 SHOW-CHUNG HO TRUSTEE 0.20 X 0 0 0 PEDER HOLK NIELSEN TRUSTEE 'TIL 12/10/19 0.60 X 0 0 0 JAMES W HOVEY CHAIRMAN OF THE EXEC CTE 5.80 X X 0 0 0 VICTORIA HSU TRUSTEE EFF. 8/9/19 0.30 X 0 0 0 F RICHARD HSUPHD TRUSTEE 'TIL 4/2019 0.10 X 0 0 0 MEHMET FATIH KARAMANCI TRUSTEE 0.20 X 0 0 0 JOHN W KEOGH TRUSTEE 0.20 X 0 0 0 SHAHID MAHMUD TRUSTEE 4.00 X 0 0 0 MATT MANDERS TRUSTEE; CHAIR, ADMIN/FIN CTE 3.60 X 0 0 0 TIMOTHY MCBRIDE TRUSTEE; CHAIR, COMP CTE 3.00 X 0 0 0 JAMES L MCCABE TRUSTEE; TREASURER & AUDIT CHAIR 4.20 X X 0 0 0 VICTOR J MENEZES TRUSTEE 0.60 X 0 0 0 ROGER NORES TRUSTEE EFF. 8/13/19 1.50 X 0 0 0 OSMAN OKYAY TRUSTEE 0.20 X 0 0 0 STEVE PAGLIUCA TRUSTEE 0.60 X 0 0 0 STEVE PELCH TRUSTEE 0.60 X 0 0 0 JAY R PRYOR TRUSTEE 1.00 X 0 0 0 SUSAN SHERMAN TRUSTEE EFF. 12/9/19 1.50 X 0 0 0 JEFFREY SINGER TRUSTEE 4.20 X 0 0 0 PAVNINDER SINGH TRUSTEE 1.00 X 0 0 0 CHRISTINE TODD WHITMAN VICE-CHAIR 3.40 X X 0 0 0 JAIME AUGUSTO ZOBEL DE AYALA TRUSTEE 0.20 X 0 0 0 GEORGE de LAMA PRESIDENT 40.00 X X 367076 0 42033 ERIN HILLMAN V.P. OPERATIONS 40.00 X 247979 0 46113 STEPHANIE GROPP CORP. SEC & DIR FIN/ADM 37.00 X 154099 0 36723 THOMAS FERGUSON SR. DIR. NETWORK 40.00 X 134219 0 24063 SUSAN KOHLER-REED DIR. PROGRAMS 40.00 X 120242 0 22566 1023615 0 171498 5 0 1 0 0 6077823 577534 6077823 370933 370933 9666961 8225551 1441410 1441410 1441410 7890166 0 0 1812343 427116 427116 1487079 1487079 899216 605540 219782 73894 1462126 1213587 189810 58729 55817 44286 7072 4459 285092 231061 45717 8314 132833 101749 24160 6924 86923 86923 132004 91127 40877 175039 147137 25985 1917 150952 96686 33051 21215 94531 65305 29226 51517 26615 24902 211708 168000 4606 39102 366745 320959 24129 21657 161768 94337 67431 37809 23200 14609 6218275 5143784 751357 323134 1138618 749961 1121119 2274358 2088147 3566641 138419 134601 3860755 1375180 2563474 2485575 17557912 20303049 15718860 17387249 7818524 7925339 48145073 54826773 298748 140118 298748 140118 X 34008470 39367997 13837855 15318658 47846325 54686655 48145073 54826773 X 1671891 5061624 106815 X 0 1 X 1 0 X 2673870 3476459 5098279 5592093 6077823 22918524 2673870 3476459 5098279 5592093 6077823 22918524 4313871 18604653 1022450 625483 781603 971196 370933 3771665 7769 11151 18920 26709109 0.69660 0.62860 X Schedule A, Part II, Line 10, Explanation of Other Income: OTHER - 2015 Amount: $ 7,769. 2016 Amount: $ 11,151. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34397891 982506 6522609 1938350 39964656 37987411 1259220 -2966208 1882532 34397891 32783754 1940539 5146556 1883438 37987411 32216442 680000 1787150 1899838 32783754 34895746 770000 -1079062 2370242 32216442 0.89000 0.11000 0 0 723608 723608 2411935 880302 1531633 725212 494878 230334 2485575 LIMITED PARTNERSHIPS 17387249 F 17387249 BENEFICIAL INTEREST IN FEDERAL TRUST 7925339 7925339 X 12926601 5061624 -25189 5036435 7890166 0 7890166 6086271 0 6086271 132004 132004 6218275 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. 1 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 INVESTMENTS 5810000 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 215000 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 516000 Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 102000 North America - Canada and Mexico, but not the United States 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 51000 South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 618000 South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, 0 0 PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 72000 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 203000 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 26000 0 0 0 0 0 0 7587000 26000 7613000 FELLOWSHIPS Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 1 23861 WIRE FMV FELLOWSHIPS East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 16 154502 WIRE FMV FELLOWSHIPS Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgiu 25 474771 WIRE FMV FELLOWSHIPS North America - Canada and Mexico, but not the United States 2 47722 WIRE FMV FELLOWSHIPS South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 32 580221 WIRE FMV FELLOWSHIPS South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, 2 51501 WIRE FMV FELLOWSHIPS Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, 4 103001 WIRE FMV FELLOWSHIPS Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, 2 51500 WIRE 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: X X X X X 1 Schultz & Williams 1617 JFK Boulevard Suite 1700 Philadelphia PA 19103 Capital and Annual Campaign Counsel 0 0 86923 -86923 86923 -86923 PA NJ MA CA NC NY 1 FELLOWSHIPS 27 427116 FMV 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 307076 0 60000 0 0 0 12260 0 29773 0 409109 0 0 0 ERIN HILLMAN V.P. OPERATIONS 222979 0 25000 0 0 0 11789 0 34324 0 294092 0 0 0 STEPHANIE GROPP CORP. SEC & DIR FIN/ADM 144099 0 10000 0 0 0 7313 0 29410 0 190822 0 0 0 THOMAS FERGUSON SR. DIR. NETWORK 134219 0 0 0 0 0 6273 0 17790 0 158282 0 0 0 X 8 577534 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. 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.