2018-11-13T14:23:36-06:00 2017-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2017-01-01 231505095 EISENHOWER EXCHANGE FELLOWSHIPS INCORPORATED EISE 2155461738 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 GEORGE de LAMA PRESIDENT 2155461738 2018-11-13 1 JENNIFER SOLOT P00749373 2155677770 50.203.243.162 2018-11-13 15:23:06 ES P 77CA6B56B756E7D447116D987DC2386506D64E33 A7B3CE71F1DDEC27656CFCEBE1709CA775BE8A7A 2017 2019-02-21 02:37:17Z GEORGE de LAMA 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 13746240 0 X WWW.EFWORLD.ORG X 1953 PA A GLOBAL LEADERSHIP NETWORK THAT FOSTERS A MORE PEACEFUL, PROSPEROUS & JUST WORLD. 46 45 30 48 0 0 3476459 5098279 0 0 -395249 1453563 11151 0 3092361 6551842 1429330 1375594 0 0 2609171 2675414 0 0 638048 1189786 1456993 5228287 5508001 -2135926 1043841 45176206 51159842 159703 209489 45016503 50950353 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 1276097 69632 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. 1269480 609595 THE 2017 GLOBAL PROGRAM, HELD IN APRIL AND MAY, BROUGHT TOGETHER 26 FELLOWS FROM 23 COUNTRIES TO NETWORK IN THEIR PROFESSIONAL FIELDS, AND WITH OTHER FELLOWS. EACH FELLOW FOLLOWED A SEVEN-WEEK CUSTOMIZED TRAVEL ITINERARY ACROSS THE U.S. WITH EMPHASIS ON THEIR INDIVIDUAL FIELD OF EXPERTISE AND THEIR PROPOSED FELLOWSHIP PROJECT. FELLOWS MET WITH LEADERS IN THE PRIVATE, PUBLIC, AND NGO SECTORS, AS WELL AS IN ACADEMIA AND THE MEDIA. THEY PARTICIPATED IN GROUP MEETINGS AND ATTENDED SEMINARS DESIGNED TO FOSTER DIALOGUE, ENCOURAGE CONTINUED LEARNING, AND TO CREATE OPPORTUNITIES FOR THE EXCHANGE OF IDEAS AND COLLABORATION WITH OTHER EISENHOWER FELLOWS. 940503 369437 MIDDLE EAST AND SOUTH ASIA (MESA) PROGRAM - THE FALL MESA PROGRAM, HELD IN OCTOBER AND NOVEMBER, BROUGHT TOGETHER 19 THOUGHT LEADERS FROM 10 COUNTRIES - EGYPT, INDIA, JORDAN, LEBANON, MYANMAR, PAKISTAN, PALESTINE, QATAR, SAUDI ARABIA, AND SRI LANKA - WITH THE GOAL OF ADVANCING EISENHOWER FELLOWSHIPS' IMPACT IN THE MIDDLE EAST AND SOUTH ASIA, AS WELL AS BRINGING TWO NEW COUNTRIES INTO THE EF NETWORK. SIMILAR TO THE GLOBAL PROGRAM, THE FELLOWS TRAVELED FOR SIX WEEKS AROUND THE U.S., WITH AN ITINERARY CUSTOMIZED TO THEIR FIELDS OF EXPERTISE AND PROPOSED FELLOWSHIP PROJECT. THEY MET WITH LEADERS WITHIN THE PRIVATE, PUBLIC, ACADEMIA, THE MEDIA, AND NGO SECTORS. THE FALL MESA PROGRAM WAS EXPANDED TO INCLUDE QATAR AND MYANMAR, TWO NEW COUNTIES INTO EF'S NETWORK. 772519 326930 OTHER PROGRAMS: EF ALSO OPERATES A USA PROGRAM, SENDING UP TO 10 U.S. CITIZENS ABROAD INDIVIDUALLY, TO 1-2 OF 35 COUNTRIES AROUND THE WORLD FOR A 5-6 WEEK FELLOWSHIP PROGRAM. IN 2017, TEN FELLOWS WERE GIVEN A CUSTOMIZED ITINERARY OF SITE VISITS FOR WORKING MEETINGS, INCLUDING MEETINGS WITH OTHER EF GLOBAL FELLOWS. THE 2017 USA FELLOWS' DESTINATION COUNTRIES WERE: COLOMBIA, BRAZIL, CHILE, PERU, GERMANY, ISRAEL, KENYA, SOUTH AFRICA, SINGAPORE, JAPAN, CHINESE TAIPEI, SOUTH KOREA, AND AUSTRALIA. IN 2017 THE USA'S AGRICULTURE FELLOW TRAVELLED ON FELLOWSHIP TO BOTH AUSTRALIA AND CHILE. EF EXPANDED ITS PROGRAM TO INCLUDE THE ZHI-XING CHINA EISENHOWER FELLOWSHIP PROGRAM, IMPLEMENTED BY EISENHOWER FELLOWSHIPS AND THE CHINA EDUCATION ASSOCIATION FOR INTERNATIONAL EXCHANGE. FROM AROUND THE U.S., AMERICANS ARE SELECTED IN A COMPETITIVE RECRUITMENT PROCESS TO PARTICIPATE IN THE ZHI-XING CHINA EISENHOWER FELLOWSHIP PROGRAM. IN 2017, AS A GROUP, 8 AMERICAN FELLOWS TRAVELED TO CHINA FOR A 4-WEEK PROFESSIONAL AND LEADERSHIP DEVELOPMENT PROGRAM. THE FELLOWSHIPS FEATURED INTENSIVE CULTURAL IMMERSION, WITH GROUP SESSIONS AND TAILORED MEETINGS WITH BOTH CHINESE AND U.S. EXPERTS, IN 4-6 CITIES WITHIN CHINA. THE 2017 ZHI-XING FELLOWS FOCUSED ON SMART CITIES, EDUCATION FOR PEOPLE WITH DISABILITIES, INNOVATION ECOSYSTEMS, RENEWABLE ENERGY, FILMMAKING, GROWING FOREIGN DIRECT INVESTMENTS, GLOBAL HEALTHCARE, JOB TRAINING AND EDUCATION, AND AGRICULTURE WATER POLICY. 772519 326930 4258599 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 40 0 30 1 0 0 0 0 0 1 1 0 0 0 0 X 46 45 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 1.40 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 0.40 X 0 0 0 H JESSE ARNELLE TRUSTEE 0.20 X 0 0 0 WILLIAM L ATWELL TRUSTEE 0.20 X 0 0 0 ANINDYA BAKRIE TRUSTEE 0.40 X 0 0 0 KIMBALL C CHEN TRUSTEE 3.40 X 0 0 0 SOLOMON CAI CHENYU TRUSTEE 1.60 X 0 0 0 DEREK CHILVERS TRUSTEE [TIL 8/17] 1.30 X 0 0 0 CHARLES E COBB JR TRUSTEE 2.60 X 0 0 0 EDGAR M CULLMAN JR TRUSTEE 3.80 X 0 0 0 DAVID EISENHOWER TRUSTEE 1.00 X 0 0 0 SUSAN EISENHOWER TRUSTEE 1.20 X 0 0 0 JEREMY K ELLIS TRUSTEE 0.20 X 0 0 0 CONRADO J ETCHEBARNE TRUSTEE [TIL 8/17] 0.30 X 0 0 0 MARCELO ETCHEBARNE TRUSTEE [EFF 8/17] 1.30 X 0 0 0 CHRISTOPHER FANG TRUSTEE [EFF 10/17] 1.40 X 0 0 0 ALAN H FLEISCHMANN TRUSTEE 0.20 X 0 0 0 THEODORE FRIEND TRUSTEE 1.20 X 0 0 0 MARY LOUISE GORNO TRUSTEE 3.00 X 0 0 0 MARK GRIER TRUSTEE 3.80 X 0 0 0 SUSAN HAKKARAINEN TRUSTEE 4.60 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 TRUSTEE 6.20 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 NEMIR A KIRDAR TRUSTEE 0.20 X 0 0 0 MATT MANDERS TRUSTEE 3.40 X 0 0 0 DAVID C MANKE TRUSTEE 2.60 X 0 0 0 JAMES L MCCABE TRUSTEE 4.20 X 0 0 0 VICTOR J MENEZES TRUSTEE 0.20 X 0 0 0 PEDER HOLK NIELSEN TRUSTEE 0.40 X 0 0 0 OSMAN OKYAY TRUSTEE 0.40 X 0 0 0 STEVE PAGLIUCA TRUSTEE 1.20 X 0 0 0 STEVE PELCH TRUSTEE 2.00 X 0 0 0 BERNARD POUSSOT TRUSTEE 0.20 X 0 0 0 JAY R PRYOR TRUSTEE 0.20 X 0 0 0 FERIT SAHENK TRUSTEE 0.20 X 0 0 0 JEFF SINGER TRUSTEE 4.20 X 0 0 0 BEN SORACI TRUSTEE 0.20 X 0 0 0 YRENE TAMAYO TRUSTEE 0.40 X 0 0 0 ALFONSO VEGARA TRUSTEE [TIL 10/17] 0.20 X 0 0 0 HAROLD A HAP WAGNER TRUSTEE 4.20 X 0 0 0 CHRISTINE TODD WHITMAN VICE CHAIR 4.20 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 346638 0 35203 ERIN HILLMAN VP, PROGRAMS & OPERATIONS 40.00 X 211859 0 34695 STEPHANIE GROPP SEC & DIR, FINANCE & ADMIN 36.00 X 116015 0 27679 THOMAS FERGUSON SR DIR, DEVELOPMENT 40.00 X 126031 0 35821 MONICA STEIGERWALD DIR, MAJOR GIFTS 40.00 X 106999 0 30810 907542 0 164208 5 0 1 0 0 5098279 359941 5098279 781603 781603 7866358 7194398 671960 671960 671960 6551842 0 0 1453563 326930 326930 1048664 1048664 773435 464152 256277 53006 1380151 942758 109437 327956 40299 27410 1815 11074 343003 206689 17460 118854 138526 93549 22588 22389 106784 77571 29213 188586 142233 34774 11579 116288 80568 28354 7366 58584 47668 10916 13828 9071 4757 216713 174218 6517 35978 565828 500908 25073 39847 104318 68346 35972 49227 30594 10403 8230 MISCELLANEOUS 36837 17270 17798 1769 5508001 4258599 611354 638048 806718 1088866 56498 547124 992802 1534616 127517 121641 3809359 1234716 2535981 2574643 19307289 25079407 13419967 12360880 7929434 7852665 45176206 51159842 159703 209489 159703 209489 X 32485830 37669312 342000 1169137 12188673 12111904 45016503 50950353 45176206 51159842 X 1043841 4966778 -76769 X 0 1 X 1 0 X 3965538 3166612 2673870 3476459 5098279 18380758 3965538 3166612 2673870 3476459 5098279 18380758 4470820 13909938 742940 987034 1022450 625483 781603 4159510 7769 11151 18920 22559188 0.61660 0.63040 X 32783754 1940539 5146556 1883438 37987411 32216442 680000 1787150 1899838 32783754 34895746 770000 -1079062 2370242 32216442 35792438 4482590 -3881482 1497800 34895746 32323147 457771 4823481 1811961 35792438 0.89000 0.11000 0 0 723608 723608 2363452 738488 1624964 722299 496228 226071 2574643 LIMITED PARTNERSHIPS 12360880 F 12360880 BENEFICIAL INTEREST IN FEDERAL TRUST 7852665 7852665 X 11335067 4966778 -183553 4783225 6551842 0 6551842 5401217 0 5401217 106784 106784 5508001 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 -76,769. INVESTMENT MANAGEMENT FEES -106,784. 1 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, INVESTMENTS 1841000 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 131939 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 299828 Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 10256 Russia and Neighboring States - Armenia, Azerbijan, Belarus, FUNDRAISING (REVENUE) South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 38772 South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 10870 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 39065 0 0 0 0 0 0 2371730 0 2371730 FELLOWSHIPS EAST ASIA & THE PACIFIC 6 87389 WIRE FMV FELLOWSHIPS EUROPE 18 262166 WIRE FMV FELLOWSHIPS NORTH AMERICA 24 349554 WIRE FMV FELLOWSHIPS SOUTH ASIA 9 131083 WIRE FMV FELLOWSHIPS SUB SAHARAN AFRICA 15 218472 WIRE FWV 0 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 18 326930 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 290369 0 50000 0 6269 0 8100 0 27103 0 381841 0 0 0 ERIN HILLMAN VP, PROGRAMS & OPERATIONS 201859 0 10000 0 0 0 6371 0 28324 0 246554 0 0 0 THOMAS FERGUSON SR DIR, DEVELOPMENT 126031 0 0 0 0 0 3895 0 31926 0 161852 0 0 0 X 4 359941 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. CONRADO J. ETCHEBARNE, TRUSTEE EMERITUS LEFT THE BOARD ON THE SAME DAY AS MARCELO ETCHEBARNE, TRUSTEE, JOINED, AND THEY 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 -76,769.