2019-11-14T14:24:44-06:00 2018-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2018-01-01 231505095 EISENHOWER EXCHANGE FELLOWSHIPS INCORPORATED EISE 2155461738 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 GEORGE de LAMA PRESIDENT 2155461738 2019-11-14 1 JENNIFER SOLOT P00749373 2155677770 50.203.243.162 2019-11-14 15:24:22 ES P 42EE97634FBA116BD812AEF6F3A565108EF8C38C 77CA6B56B756E7D447116D987DC2386506D64E33 2018 2020-03-31 21:24:44Z GEORGE de LAMA 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 20471528 0 X WWW.EFWORLD.ORG X 1953 PA A GLOBAL LEADERSHIP NETWORK THAT FOSTERS A MORE PEACEFUL, PROSPEROUS & JUST WORLD. 48 47 31 43 0 2027 5098279 5592093 0 0 1453563 2036218 0 0 6551842 7628311 1375594 1474457 0 0 2675414 2812978 0 0 417606 1456993 1452761 5508001 5740196 1043841 1888115 51159842 48145073 209489 298748 50950353 47846325 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 1332458 580310 EISENHOWER FELLOWSHIPS' GLOBAL PROGRAM, HELD IN THE SPRING OF 2018, BROUGHT TOGETHER 24 FELLOWS FROM 23 COUNTRIES TO NETWORK IN THEIR PROFESSIONAL FIELDS AND FURTHER THEIR INDIVIDUAL FELLOWSHIP PROJECTS. PROJECTS RANGED FROM AFTER-SCHOOL YOUTH SPORTS PROGRAMS FOR UNDERSERVED POPULATIONS TO COOPERATIVE AGRICULTURE TO CUTTING-EDGE PRACTICES IN FINTECH. IN APRIL 2018 THEY ATTENDED A THREE-DAY ORIENTATION AND OPENING SEMINAR PROGRAM WITH 2018 USA FELLOWS IN PHILADELPHIA. OVER THE NEXT SIX WEEKS, THE FELLOWS ATTENDED OVER 1200 CUSTOMIZED MEETINGS IN 46 CITIES, FROM SAVANNAH, GEORGIA TO SEATTLE, WASHINGTON. FELLOWS MET WITH LEADERS IN THE PRIVATE, PUBLIC AND NGO SECTORS, AS WELL AS IN ACADEMIA AND THE MEDIA. [CONT ON SCHEDULE O]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 WELCOMING EF'S NEW CHAIRMAN, FORMER U.S. SECRETARY OF DEFENSE ROBERT M. GATES, AT THE ANNUAL MEETING AND AWARDS DINNER. DURING THE DINNER, SECRETARY GATES AWARDED THE 2018 DWIGHT D. EISENHOWER MEDAL FOR LEADERSHIP AND SERVICE TO DAVID AND SUSAN EISENHOWER, GRANDCHILDREN OF PRESIDENT EISENHOWER AND ACTIVE MEMBERS OF THE EF BOARD OF TRUSTEES. 1144399 THE GLOBAL FELLOWS' NETWORK FOSTERS CONTINUED CONNECTION AND ENGAGEMENT AMONG FELLOWS AROUND THE WORLD. EISENHOWER FELLOWSHIPS CURRENTLY HAS 53 NATIONAL AND REGIONAL FELLOW CHAPTERS. CHAPTER MEMBERS ENGAGE IN ACTIVITIES SUCH AS RECRUITING, HOLDING PRELIMINARY CANDIDATE INTERVIEWS, HOSTING OF REGIONAL CONFERENCES, AND OTHER EVENTS SUCH AS THE ANNUAL CELEBRATION OF EISENHOWER FELLOWSHIPS DAY. EF FELLOWS PROVIDE VISITING FELLOWS WITH BOTH HOME HOSPITALITY AND MENTORING. EF GLOBAL FELLOWS PARTICIPATE IN THE EF GLOBAL NETWORK COUNCIL, AND EF'S PRESIDENT'S ADVISORY COUNCIL. EF PRODUCES QUARTERLY NEWSLETTERS, AND ENCOURAGES FELLOWS TO SHARE THEIR EXPERIENCES BY WRITING FELLOW BLOGS IN SOCIAL MEDIA, FEATURING ACCOMPLISHMENTS AND EVENTS, SUCH AS GLOBAL AND REGIONAL CONFERENCES HELD, AND EF DAY [CONT ON SCH O]GLOBAL CELEBRATION. EF HAS ASSISTED IN PROMOTING AND FACILITATING REGIONAL CONFERENCES AND EVENTS IN SPAIN (TWICE), CHILE, DUBAI, IRELAND, KENYA, PHILIPPINES, AND SRI LANKA, ON THE FOLLOWING TOPICS: FUTURE OF WORK, NEXT CHALLENGES FOR LATIN AMERICA, SOUTH ASIA RISING, BREXIT, ENTREPRENEURSHIP, PREVENTING VIOLENT EXTREMISM, 7 DECADES OF SRI LANKAN INDEPENDENCE, AND SPAIN'S FIRST AMENDMENT AWARDS. 996039 406217 IN OCTOBER AND NOVEMBER 2018, 21 CREATIVE GLOBAL PROFESSIONALS FROM FIVE DISTINCT FIELDS OF INNOVATION PARTICIPATED IN EF'S FALL INNOVATION PROGRAM. THE 2018 INNOVATION FELLOWS FOCUSED THEIR PROJECTS IN FIVE SPECIFIC AREAS, INCLUDING THE FUTURE OF WORK, EDUCATION, HEALTH AND LIFE SCIENCES, ENERGY AND THE ENVIRONMENT AND THE 21ST CENTURY DESIGN OF NEW SYSTEMS. THESE 21 ASCENDANT LEADERS FROM 19 COUNTRIES (INCLUDING ARGENTINA, BRAZIL, CHINA, GHANA, INDIA, INDONESIA, SINGAPORE, NIGERIA AND SRI LANKA) TRAVELED ACROSS THE UNITED STATES TO ENGAGE IN TRANSFORMATIVE EXCHANGES OF IDEAS WITH LEADING INNOVATORS IN THEIR FIELDS. AMONG THE PROGRAM HIGHLIGHTS WAS AN EF-HOSTED BAY AREA INNOVATION FORUM IN OCTOBER IN SAN FRANCISCO, WHICH INCLUDED A CUSTOMIZED WORKSHOP CONDUCTED BY FELLOWS FROM [CONT ON SCH O]EF'S 2014 INNOVATION COHORT, VISITS TO GOOGLE X, SALESFORCE, ACCENTURE LABS AND TESLA AND OTHER OPPORTUNITIES TO CONNECT WITH BAY AREA INNOVATORS. 854797 294493 OTHER PROGRAMS: IN ADDITION TO ITS GLOBAL PROGRAMS, EF ALSO OPERATES A USA PROGRAM, WHICH SENDS BETWEEN 10-12 U.S. CITIZENS ABROAD ANNUALLY. FELLOWS TRAVEL INDIVIDUALLY TO 1-2 (OF 50) DESTINATION COUNTRIES AROUND THE WORLD FOR A TOTAL OF 4-5 WEEKS. IN 2018, A DIVERSE GROUP OF 11 USA FELLOWS WERE PROVIDED A CUSTOMIZED ITINERARY OF PROFESSIONAL MEETINGS AND SITE VISITS RELEVANT TO THEIR PROFESSIONAL FIELDS AND PROPOSED FELLOWSHIP PROJECTS. THESE FELLOWS CAME FROM DIVERSE PROFESSIONAL BACKGROUNDS AND EXPLORED KEY ISSUES IN DISPARATE FIELDS THAT INCLUDED HEALTH CARE, FIRE SAFETY AND TRANSPORTATION TECHNOLOGY. THE 2018 USA FELLOWS' DESTINATION COUNTRIES INCLUDED AUSTRALIA, BRAZIL, COLOMBIA, FRANCE, INDIA, JAPAN, RWANDA, SOUTH AFRICA, SWEDEN AND THAILAND, AMONG OTHERS. THE 2018 USA AGRICULTURE FELLOW, A MAJOR U.S. BEEF PRODUCER, TRAVELED TO ARGENTINA AND AUSTRALIA TO EXPLORE WAYS TO IMPROVE SUSTAINABILITY IN DROUGHT CONDITIONS.SINCE 2015, EISENHOWER FELLOWSHIPS HAS ALSO SENT USA FELLOWS TO CHINA EACH YEAR UNDER A SPECIAL PARTNERSHIP WITH THE CHINA EDUCATION ASSOCIATION FOR INTERNATIONAL EXCHANGE (CEAIE) CALLED THE ZHI-XING CHINA EISENHOWER FELLOWSHIP. IN 2018, NINE 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 4-6 CITIES, WHERE THEY INTERACTED WITH TOP LEADERS IN THEIR FIELDS, CONCLUDING IN SHANGHAI TO SHARE KEY TAKEAWAYS. THE 2018 ZHI-XING FELLOWS FOCUSED THEIR PROJECTS ON AFFORDABLE ENERGY SOLUTIONS, EXPANDED ENTRY INTO AGRICULTURAL BUSINESS AND ENTREPRENEURSHIP CONNECTIONS IN ARTIFICIAL INTELLIGENCE. 379343 193437 IN SEPTEMBER 2018, EF WELCOMED A DIVERSE GROUP OF 10 VISIONARY LEADERS FROM SAUDI ARABIA TO THE UNITED STATES TO PARTICIPATE IN THE FIRST SAUDI ARABIA-FOCUSED PROGRAM IN THE ORGANIZATION'S 65-YEAR HISTORY. SIGNIFICANTLY, SEVEN OF THE 10 FELLOWS SELECTED WERE WOMEN. COMING AT A PIVOTAL TIME IN THEIR COUNTRY'S HISTORY, THE PROGRAM PRESENTED A UNIQUE OPPORTUNITY FOR THESE YOUNG LEADERS TO HONE THEIR LEADERSHIP SKILLS, FOSTER INTERDISCIPLINARY PROFESSIONAL RELATIONSHIPS AND LAUNCH DYNAMIC, CONCRETE COLLABORATIONS WITH THEIR COHORT AND ACROSS THE EF NETWORK. THE FELLOWS, WORKING IN MEDICINE, BUSINESS AND ACADEMIA ACROSS SAUDI ARABIA, TRAVELED FOR FOUR WEEKS AROUND THE U.S. WITH ITINERARIES CUSTOMIZED TO THEIR FIELDS OF INTEREST AND PROPOSED FELLOWSHIP PROJECTS. DURING THEIR FELLOWSHIP JOURNEYS, THE FELLOWS VISITED CUTTING EDGE FINTECH FIRMS, WORLD CLASS MEDICAL CARE FACILITIES, FORTUNE 100 CORPORATE R&D FACILITIES AND NUMEROUS OTHER ORGANIZATIONS. THE SAUDI FELLOWS WERE JOINED AT THE END OF THEIR PROGRAM BY AN INCOMING COHORT OF GLOBAL INNOVATION FELLOWS, AND THEIR PROGRAM CONCLUDED WITH A SPECIAL DINNER FEATURING REMARKS ON THE STATE OF AMERICAN POLITICS AND JOURNALISM FROM LEADING NEWS CORRESPONDENTS. 1234140 487930 4707036 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 35 0 1 31 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 48 47 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 GENERAL COLIN L POWELL USA RET CHAIRMAN (LEFT DURING 2018) 0.80 X X 0 0 0 ROBERT M GATES CHAIRMAN 1.60 X X 0 0 0 MADELEINE K ALBRIGHT TRUSTEE 0.20 X 0 0 0 MOHAMMED M AL-ARDHI TRUSTEE 0.20 X 0 0 0 AMR A AL-DABBAGH TRUSTEE 0.20 X 0 0 0 KORAY ARIKAN TRUSTEE 0.90 X 0 0 0 H JESSE ARNELLE TRUSTEE 1.00 X 0 0 0 ANINDYA BAKRIE TRUSTEE 1.00 X 0 0 0 KIMBALL C CHEN TRUSTEE 2.20 X 0 0 0 SOLOMON CAI CHENYU TRUSTEE 1.00 X 0 0 0 CHARLES E COBB JR TRUSTEE 2.60 X 0 0 0 EDGAR M CULLMAN JR CHAIR, NOMINATING 4.00 X 0 0 0 DAVID EISENHOWER TRUSTEE 1.40 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 1.00 X 0 0 0 ALAN H FLEISCHMANN TRUSTEE 0.20 X 0 0 0 THEODORE FRIEND TRUSTEE 1.00 X 0 0 0 MARY LOUISE GORNO TRUSTEE; CHAIR, DEVELOPMENT 4.00 X 0 0 0 MARK GRIER TRUSTEE; CHAIR, INVESTMENT 4.00 X 0 0 0 SUSAN HAKKARAINEN TRUSTEE 1.40 X 0 0 0 HARRY HALLORAN TRUSTEE 0.20 X 0 0 0 SHOW-CHUNG HO TRUSTEE 0.20 X 0 0 0 JAMES W HOVEY CHARIMAN OF THE EXEC CTE 6.20 X X 0 0 0 F RICHARD HSU PHD TRUSTEE 0.20 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 4.20 X 0 0 0 MATT MANDERS TRUSTEE; CHAIR, ADMIN-FINANCE 4.00 X 0 0 0 DAVID C MANKE TRUSTEE 0.90 X 0 0 0 TIMOTHY MCBRIDE TRUSTEE; CHAIR, COMPENSATION 3.00 X 0 0 0 JAMES L MCCABE TRUSTEE; CHAIR, AUDIT AND TREASURER 4.20 X X 0 0 0 VICTOR J MENEZES TRUSTEE 0.20 X 0 0 0 PEDER HOLK NIELSEN TRUSTEE 1.00 X 0 0 0 OSMAN OKYAY TRUSTEE 0.20 X 0 0 0 STEVE PAGLIUCA TRUSTEE 1.40 X 0 0 0 STEVE PELCH TRUSTEE 1.00 X 0 0 0 JAY R PRYOR TRUSTEE 1.00 X 0 0 0 FERIT SAHENK TRUSTEE 0.10 X 0 0 0 SUSAN SHERMAN TRUSTEE 0.90 X 0 0 0 JEFFREY SINGER TRUSTEE 4.20 X 0 0 0 PAWAN SINGH TRUSTEE 1.00 X 0 0 0 BEN SORACI TRUSTEE 0.02 X 0 0 0 YRENE TAMAYO TRUSTEE 0.10 X 0 0 0 HAROLD A HAP WAGNER TRUSTEE 0.10 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 350473 0 38633 ERIN HILLMAN VP, PROGRAMS & OPERATIONS 40.00 X 239077 0 40263 STEPHANIE GROPP SEC & DIR, FINANCE & ADMIN 36.00 X 128045 0 33340 THOMAS FERGUSON SR DIR, DEVELOPMENT 40.00 X 129409 0 31970 HELENE ROTH CONTROLLER 40.00 X 105123 0 39391 952127 0 183597 5 0 1 0 0 5592093 496584 5592093 971196 971196 13908239 12843217 1065022 1065022 1065022 7628311 0 0 2036218 294493 294493 1179964 1179964 831776 585853 206626 39297 1440582 1071871 143589 225122 41205 29843 3253 8109 358632 289660 38084 30888 140783 88504 14888 37391 134311 97790 36521 231427 201714 22263 7450 142432 93811 30966 17655 40072 29176 10896 44977 23196 21781 171838 153130 2129 16579 503948 445592 23241 35115 148307 99497 48810 35449 22942 12507 5740196 4707036 615554 417606 1088866 1138618 547124 1121119 1534616 2088147 121641 138419 3776886 1213412 2574643 2563474 25079407 17557912 12360880 15718860 7852665 7818524 51159842 48145073 209489 298748 209489 298748 X 37669312 34008470 1169137 1760092 12111904 12077763 50950353 47846325 51159842 48145073 X 1888115 -4958002 -34141 X 0 1 X 1 0 X 3166612 2673870 3476459 5098279 5592093 20007313 3166612 2673870 3476459 5098279 5592093 20007313 4660394 15346919 987034 1022450 625483 781603 971196 4387766 7769 11151 18920 24413999 0.62860 0.61660 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 37987411 1259220 -2966208 1882532 34397891 32783754 1940539 5146556 1883438 37987411 32216442 680000 1787150 1899838 32783754 34895746 770000 -1079062 2370242 32216442 35792438 4482590 -3881482 1497800 34895746 0.88000 0.12000 0 0 723608 723608 2363452 807974 1555478 689826 405438 284388 2563474 LIMITED PARTNERSHIPS 15718860 F 15718860 BENEFICIAL INTEREST IN FEDERAL TRUST 7818524 7818524 X 2501857 -4958002 -168452 -5126454 7628311 0 7628311 5605885 0 5605885 134311 134311 5740196 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 -34,141. INVESTMENT MANAGEMENT FEES -134,311. 1 Central America and the Caribbean 0 0 INVESTMENTS 5170000 East Asia and the Pacific 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 410000 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 299000 Middle East and North Africa 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 244000 North America 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS 24000 South America 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 155000 South Asia 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 42000 Sub-Saharan Africa 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 125000 Central America and the Caribbean 0 0 PROGRAM SERVICES (EXPENSE) FELLOWSHIPS 24000 0 0 0 0 0 0 6469000 24000 6493000 FELLOWSHIPS Central America and the Caribbean 1 24180 WIRE FMV FELLOWSHIPS East Asia and the Pacific 17 367530 WIRE FMV FELLOWSHIPS Europe (Including Iceland & Greenland) 11 251468 WIRE FMV FELLOWSHIPS North America 1 24180 WIRE FMV FELLOWSHIPS South America 6 130570 WIRE FMV FELLOWSHIPS South Asia 2 38687 WIRE FMV FELLOWSHIPS Sub-Saharan Africa 5 106390 WIRE FMV FELLOWSHIPS Middle East and North Africa 12 236959 WIRE FMV 1 0 0 1 1 1 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. 1 FELLOWSHIPS 25 294493 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 295473 0 55000 0 0 0 8100 0 30533 0 389106 0 0 0 ERIN HILLMAN VP, PROGRAMS & OPERATIONS 214077 0 25000 0 0 0 7179 0 33084 0 279340 0 0 0 STEPHANIE GROPP SEC & DIR, FINANCE & ADMIN 128045 0 0 0 0 0 3982 0 29358 0 161385 0 0 0 THOMAS FERGUSON SR DIR, DEVELOPMENT 129409 0 0 0 0 0 3973 0 27997 0 161379 0 0 0 X 9 496584 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 -34,141.