EISENHOWER EXCHANGE FELLOWSHIPS INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
EISENHOWER EXCHANGE FELLOWSHIPS INC (EIN 23-1505095)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-01
IRS object ID
201703059349301610
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-01T12:22:00-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232896692PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BBD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11835 MARKET STREET 26TH FLOORAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231505095EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EISENHOWER EXCHANGE FELLOWSHIPSBusinessNameLine1Txt
Business Name Line2INCORPORATEDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlEISEBusinessNameControlTxt
Phone2155461738PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 SOUTH 16TH STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE de LAMAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2155461738PhoneNum
Signature2017-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER SOLOTPreparerPersonNm
PTINP00749373PTIN
Phone2155677770PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.88.148.130IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-01IPDt
IP Tm13:21:47IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id11AE3E88E8C2217D7D81F7CFE1570750383F7E13AtSubmissionCreationDeviceId
At Submission Filing Device Id11AE3E88E8C2217D7D81F7CFE1570750383F7E13AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGEORGE de LAMAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 SOUTH 16TH STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$11,825,425GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.EFWORLD.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1953FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionA GLOBAL LEADERSHIP NETWORK THAT FOSTERS A MORE PEACEFUL, PROSPEROUS & JUST WORLD.ActivityOrMissionDesc
Voting Members Governing Body47VotingMembersGoverningBodyCnt
Voting Members Independent46VotingMembersIndependentCnt
Total Employee34TotalEmployeeCnt
Total Volunteers56TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,673,870PYContributionsGrantsAmt
CY Contributions Grants$3,476,459CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,391,081PYInvestmentIncomeAmt
CY Investment Income-$395,249CYInvestmentIncomeAmt
PY Other Revenue$7,769PYOtherRevenueAmt
CY Other Revenue$11,151CYOtherRevenueAmt
PY Total Revenue$4,072,720PYTotalRevenueAmt
CY Total Revenue$3,092,361CYTotalRevenueAmt
PY Grants And Similar Paid$26,251PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,429,330CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,395,005PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,609,171CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$468,286CYTotalFundraisingExpenseAmt
PY Other Expenses$2,677,656PYOtherExpensesAmt
CY Other Expenses$1,189,786CYOtherExpensesAmt
PY Total Expenses$5,098,912PYTotalExpensesAmt
CY Total Expenses$5,228,287CYTotalExpensesAmt
PY Revenues Less Expenses-$1,026,192PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,135,926CYRevenuesLessExpensesAmt
Total Assets BOY$44,458,372TotalAssetsBOYAmt
Total Assets EOY$45,176,206TotalAssetsEOYAmt
Total Liabilities BOY$321,334TotalLiabilitiesBOYAmt
Total Liabilities EOY$159,703TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$44,137,038NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$45,016,503NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionEISENHOWER 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,247,992ExpenseAmt
Grant$580,401GrantAmt
DescAFRICA REGIONAL PROGRAM - THE FALL AFRICA REGIONAL PROGRAM, HELD IN OCTOBER AND NOVEMBER, BROUGHT TOGETHER 24 LEADERS FROM EIGHT COUNTRIES - GHANA, KENYA, LIBERIA, NIGERIA, RWANDA, SOUTH AFRICA,TANZANIA AND ZIMBABWE - WITH THE GOAL OF ADVANCING EF'S IMPACT ACROSS SUB-SAHARAN AFRICA AND BRINGING THREE NEW COUNTRIES INTO THE EF NETWORK. SIMILAR TO THE GLOBAL PROGRAM (MULTI-NATION), THE FELLOWS FOLLOWED A TRAVEL ITINERARY OF SEVEN WEEKS AROUND THE U.S., CUSTOMIZED TO THEIR FIELDS OF INTEREST, COMPOSED OF MEETINGS AND SITE VISITS WITH EXPERTS IN THEIR PROFESSIONAL SECTOR. THEY MET WITH LEADERS IN BUSINESS, GOVERNMENT, NONPROFITS, THE MEDIA AND ACADEMIA. THE FELLOWSHIP WAS MARKED BY A VISIT TO THE WHITE HOUSE IN OCTOBER AND A PHOTO IN THE ROSE GARDEN WITH FORMER PRESIDENT BARACK OBAMA. [CONTINUED ON SCH O] THE PROGRAM CULMINATED WITH A CLOSING SEMINAR WITH COLIN POWELL HELD AT THE COLIN POWELL SCHOOL AT THE CITY COLLEGE OF NEW YORK.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,134,192ExpenseAmt
Grant$556,509GrantAmt
DescGLOBAL PROGRAM (MULTI-NATION) - THE 2016 GLOBAL PROGRAM HELD IN APRIL AND MAY BROUGHT TOGETHER 22 FELLOWS FROM 21 COUNTRIES TO NETWORK IN THEIR PROFESSIONAL FIELDS, AND ACROSS SECTORS WITH OTHER FELLOWS. EACH FELLOW FOLLOWED A SEVEN WEEK TRAVEL ITINERARY AROUND THE U.S. CUSTOMIZED TO THEIR PROFESSIONAL INTERESTS, COMPOSED OF INDIVIDUALIZED MEETINGS AND SITE VISITS. FELLOWS MET WITH LEADERS AND EXPERTS WITHIN THEIR FIELDS, PARTICIPATED IN GROUP MEETINGS AND SEMINARS DESIGNED TO FOSTER DIALOGUE AND ENCOURAGE CONTINUED LEARNING, AND CREATE OPPORTUNITIES FOR THE EXCHANGE OF IDEAS AND COLLABORATION WITH OTHER EF FELLOWS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,001,402ExpenseAmt
DescTHE GLOBAL FELLOWS NETWORK FOSTERS CONNECTION AND CONTINUED ENGAGEMENT AMONG FELLOWS AROUND THE WORLD. EF CURRENTLY HAS 45 NATIONAL OR REGIONAL CHAPTERS OF FELLOWS. ROLES RANGE FROM IDENTIFYING CANDIDATES AS FUTURE FELLOWS TO MENTORING NEWLY SELECTED FELLOWS, SERVING ON NOMINATING COMMITTEES, TAKING LEADERSHIP POSITIONS IN THE NATIONAL OR REGIONAL CHAPTERS, TO ORGANIZING EF DAY PROGRAMS, CONFERENCES AND OTHER EVENTS. FELLOWS ALSO PROVIDE PROGRAM GUIDANCE AND HOSPITALITY TO VISITING FELLOWS. THE GLOBAL NETWORK COUNCIL, PRESIDENT'S ADVISORY COUNCIL AND BOARD OF TRUSTEES ARE FORUMS FOR THOSE WHO ACCEPT LEADERSHIP AND SERVICE ROLES WITH THE EF HEADQUARTERS AND WORLDWIDE NETWORK. EF'S NETWORK OFFICE FACILITATES COMMUNICATION [CONTINUED ON SCH O]AMONG FELLOWS THROUGH QUARTERLY NEWSLETTERS, WEB NEWS ARTICLES AND SOCIAL MEDIA FEATURING FELLOW ACCOMPLISHMENTS AND NOTEWORTHY EVENTS, SUCH AS REGIONAL AND GLOBAL EF CONFERENCES. EF ASSISTED IN FACILITATING AND/OR PROMOTING CONFERENCES AND REGIONAL EVENTS IN ARGENTINA, BRAZIL, HUNGARY, INDONESIA, IRELAND, PHILLIPPINES, JAPAN, PERU AND SPAIN ON TOPICS OF FOREIGN/SECURITY POLICY, ASEAN UNITY, INNOVATION, EUROPEAN UNITY AND THE UK REFERENDUM AND FREEDOM OF THE PRESS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$780,994ExpenseAmt
Grant$292,420GrantAmt
DescOTHER PROGRAMS - EF ALSO RUNS A USA PROGRAM, SENDING UP TO 10 U.S. CITIZENS ABROAD FOR SIX-WEEK FELLOWSHIPS IN ONE OF 35 COUNTRIES AROUND THE WORLD ON SIX CONTINENTS. IN 2016 NINE FELLOWS CHOSE ONE OR TWO COUNTRIES IN THE NETWORK AND RECEIVED A CUSTOMIZED ITINERARY OF WORKING MEETINGS AND SITE VISITS, INCLUDING DINNERS AND RECEPTIONS WITH GLOBAL EF FELLOWS. THE USA FELLOWS' DESTINATIONS INCLUDED SWEDEN, SAUDI ARABIA, SPAIN, RUSSIA, JAPAN, RWANDA, BRAZIL, INDONESIA, THAILAND, NEW ZEALAND, FRANCE, IRELAND, NORTHERN IRELAND, VIETNAM AND SRI LANKA. ONE USA FELLOW IS ALWAYS AN ACTIVE FARMER OR RANCHER. THE 2016 AGRICULTURE FELLOW TRAVELED TO NIGERIA AND GHANA. EF EXPANDED ITS USA PROGRAM BY LAUNCHING IN 2015 A PARTNERSHIP WITH CHINA'S MINISTRY OF EDUCATION, IMPLEMENTED BY EISENHOWER FELLOWSHIPS AND THE CHINA EDUCATION ASSOCIATION FOR INTERNATIONAL EDUCATION. FELLOWS ARE SELECTED IN A COMPETITIVE RECRUITMENT PROCESS FROM AROUND THE U.S. IN 2016 THE ZHI-XING CHINA EISENHOWER FELLOWSHIP PROGRAM SENT 9 AMERICAN FELLOWS AS A GROUP TO CHINA FOR A FOUR-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 FOUR TO SIX CITIES WITHIN CHINA. THE 2016 ZHI-XING FELLOWS FOCUSED ON EDUCATION, INNOVATION IN HEALTHCARE, FILM AND MEDIA, WOMEN'S LEADERSHIP AND AGRICULTURE.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$780,994TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$292,420TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$4,164,580TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document51IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee34EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members47GoverningBodyVotingMembersCnt
Independent Voting Member46IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DIRECTOR OF FINANCE AND ADMINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2155461738PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 S 16TH STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (61 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
GENERAL COLIN L POWELL
USA (RET), CHAIRMAN1.20Yes (X)Yes (X)$0$0$0
MADELEINE K ALBRIGHT
TRUSTEE0.20Yes (X)$0$0$0
MOHAMMED M AL-ARDHI
TRUSTEE0.20Yes (X)$0$0$0
AMR A AL-DABBAGH
TRUSTEE0.20Yes (X)$0$0$0
H JESSE ARNELLE
TRUSTEE0.20Yes (X)$0$0$0
WILLIAM L ATWELL
TRUSTEE0.20Yes (X)$0$0$0
ANINDYA BAKRIE
TRUSTEE0.20Yes (X)$0$0$0
H IBRAHIM BODUR
TRUSTEE TIL 5/23/160.20Yes (X)$0$0$0
RICHARD P BROWN JR
TRUSTEE0.20Yes (X)$0$0$0
ANDREW M BURSKY
TRUSTEE TIL 12/12/160.80Yes (X)$0$0$0
KIMBALL C CHEN
TRUSTEE1.00Yes (X)$0$0$0
DEREK CHILVERS
TRUSTEE2.60Yes (X)$0$0$0
CHARLES E COBB JR
TRUSTEE2.00Yes (X)$0$0$0
EDGAR M CULLMAN JR
TRUSTEE3.20Yes (X)$0$0$0
DAVID EISENHOWER
TRUSTEE0.60Yes (X)$0$0$0
SUSAN EISENHOWER
TRUSTEE0.20Yes (X)$0$0$0
JEREMY K ELLIS
TRUSTEE0.20Yes (X)$0$0$0
CONRADO J ETCHEBARNE
TRUSTEE0.20Yes (X)$0$0$0
ALAN H FLEISCHMANN
TRUSTEE0.20Yes (X)$0$0$0
THEODORE FRIEND
TRUSTEE1.60Yes (X)$0$0$0
JACK GOLDEN
TRUSTEE TIL 9/1/160.20Yes (X)$0$0$0
MIKE GOODRICH
TRUSTEE TIL 12/12/160.20Yes (X)$0$0$0
MARY LOUISE GORNO
TRUSTEE2.60Yes (X)$0$0$0
MARK GRIER
TRUSTEE3.00Yes (X)$0$0$0
SUSAN HAKKARAINEN
TRUSTEE2.60Yes (X)$0$0$0
HARRY HALLORAN
TRUSTEE0.20Yes (X)$0$0$0
NATHAN HAYWARD III
TRUSTEE TIL 4/4/160.80Yes (X)$0$0$0
SHOW-CHUNG HO
TRUSTEE0.20Yes (X)$0$0$0
JAMES W HOVEY
TRUSTEE2.80Yes (X)$0$0$0
F RICHARD HSU PHD
TRUSTEE0.20Yes (X)$0$0$0
MEHMET FATIH KARAMANCI
TRUSTEE0.20Yes (X)$0$0$0
JOHN W KEOGH
TRUSTEE0.20Yes (X)$0$0$0
NEMIR A KIRDAR
TRUSTEE0.20Yes (X)$0$0$0
MATT MANDERS
TRUSTEE3.40Yes (X)$0$0$0
DAVID C MANKE
TRUSTEE1.80Yes (X)$0$0$0
JAMES L MCCABE
TREASURER4.00Yes (X)Yes (X)$0$0$0
JOHN F MCDONNELL
TRUSTEE TIL 7/15/160.20Yes (X)$0$0$0
VICTOR J MENEZES
TRUSTEE0.20Yes (X)$0$0$0
EDWARD L MONSER
TRUSTEE TIL 4/1/160.20Yes (X)$0$0$0
PEDER HOLK NIELSEN
TRUSTEE0.20Yes (X)$0$0$0
OSMAN OKYAY
TRUSTEE EFF 10/1/160.20Yes (X)$0$0$0
STEVE PAGLIUCA
TRUSTEE0.60Yes (X)$0$0$0
STEVE PELCH
TRUSTEE EFF 4/1/160.20Yes (X)$0$0$0
BERNARD POUSSOT
TRUSTEE0.20Yes (X)$0$0$0
JAY R PRYOR
TRUSTEE0.20Yes (X)$0$0$0
ROBERT L REYNOLDS
TRUSTEE TIL 1/29/160.20Yes (X)$0$0$0
FERIT SAHENK
TRUSTEE0.20Yes (X)$0$0$0
BRENT SCOWCROFT
TRUSTEE TIL 10/21/160.20Yes (X)$0$0$0
JEFFREY SINGER
TRUSTEE1.00Yes (X)$0$0$0
BEN SORACI
TRUSTEE EFF 3/15/160.20Yes (X)$0$0$0
ELIZABETH VAZQUEZ
TRUSTEE TIL 12/13/160.20Yes (X)$0$0$0
ALFONSO VEGARA
TRUSTEE0.20Yes (X)$0$0$0
HAROLD A HAP WAGNER
TRUSTEE1.60Yes (X)$0$0$0
KEITH WHEELOCK
TRUSTEE0.20Yes (X)$0$0$0
CHRISTINE TODD WHITMAN
VICE CHAIR2.80Yes (X)Yes (X)$0$0$0
JAIME AUGUSTO ZOBEL DE AYALA
TRUSTEE0.20Yes (X)$0$0$0
GEORGE de LAMA
PRESIDENT40.00Yes (X)Yes (X)$294,714$0$31,990
ERIN HILLMAN
VP, PROGRAMS & OPERATIONS40.00Yes (X)$184,885$0$31,663
STEPHANIE S GROPP
SEC & DIR, FINANCE & ADMIN32.00Yes (X)$99,780$0$25,255
THOMAS FERGUSON
SR DIR, DEVELOPMENT40.00$116,853$0$36,568Yes (X)
GYPSY GUILLEN KAISE
DIR, COMMUNICATIONS40.00$115,124$0$19,118Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$811,356TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$144,594TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$3,476,459AllOtherContributionsAmt
Noncash Contributions$367,405NoncashContributionsAmt
Total Contributions$3,476,459TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$625,483TotalRevenueColumnAmt
Exclusion$625,483ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,712,332SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$8,733,064SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$1,020,732SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,020,732TotalRevenueColumnAmt
Exclusion-$1,020,732ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$11,151TotalRevenueColumnAmt
Exclusion$11,151ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$11,151OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,092,361TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$384,098ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$292,420TotalAmt
Program Services$292,420ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,136,910TotalAmt
Program Services$1,136,910ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$673,406TotalAmt
Program Services$354,215ProgramServicesAmt
Management And General$255,996ManagementAndGeneralAmt
Fundraising$63,195FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,402,347TotalAmt
Program Services$1,120,268ProgramServicesAmt
Management And General$57,399ManagementAndGeneralAmt
Fundraising$224,680FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$38,824TotalAmt
Program Services$29,733ProgramServicesAmt
Management And General$864ManagementAndGeneralAmt
Fundraising$8,227FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$356,002TotalAmt
Program Services$270,042ProgramServicesAmt
Management And General$29,484ManagementAndGeneralAmt
Fundraising$56,476FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$138,592TotalAmt
Program Services$97,568ProgramServicesAmt
Management And General$19,470ManagementAndGeneralAmt
Fundraising$21,554FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$63,990TotalAmt
Management And General$63,990ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$268,737TotalAmt
Program Services$224,596ProgramServicesAmt
Management And General$32,771ManagementAndGeneralAmt
Fundraising$11,370FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$120,952TotalAmt
Program Services$79,958ProgramServicesAmt
Management And General$23,442ManagementAndGeneralAmt
Fundraising$17,552FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$52,849TotalAmt
Program Services$42,582ProgramServicesAmt
Management And General$10,267ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$47,545TotalAmt
Program Services$10,294ProgramServicesAmt
Management And General$4,476ManagementAndGeneralAmt
Fundraising$32,775FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$169,263TotalAmt
Program Services$162,712ProgramServicesAmt
Management And General$6,551ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$273,514TotalAmt
Program Services$220,785ProgramServicesAmt
Management And General$30,231ManagementAndGeneralAmt
Fundraising$22,498FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$108,061TotalAmt
Program Services$73,198ProgramServicesAmt
Management And General$34,863ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$31,411TotalAmt
Program Services$22,239ProgramServicesAmt
Management And General$9,172ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Total$53,464TotalAmt
Program Services$27,060ProgramServicesAmt
Management And General$16,445ManagementAndGeneralAmt
Fundraising$9,959FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,228,287TotalAmt
Program Services$4,164,580ProgramServicesAmt
Management And General$595,421ManagementAndGeneralAmt
Fundraising$468,286FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$552,290BOYAmt
EOY$806,718EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$446,254BOYAmt
EOY$56,498EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,047,275BOYAmt
EOY$992,802EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$121,920BOYAmt
EOY$127,517EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,732,550LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,196,569LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,574,995BOYAmt
EOY$2,535,981EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$19,436,260BOYAmt
EOY$19,307,289EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$12,333,928BOYAmt
EOY$13,419,967EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$7,945,450BOYAmt
EOY$7,929,434EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$44,458,372BOYAmt
EOY$45,176,206EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$321,334BOYAmt
EOY$159,703EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$321,334BOYAmt
EOY$159,703EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$31,747,349BOYAmt
EOY$32,485,830EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$185,000BOYAmt
EOY$342,000EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,204,689BOYAmt
EOY$12,188,673EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$44,137,038BOYAmt
EOY$45,016,503EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$44,458,372BOYAmt
EOY$45,176,206EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$2,135,926ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,031,407NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$16,016OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,125,123CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,965,538CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,166,612CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,673,870CurrentTaxYearMinus1YearAmt
Current Tax Year$3,476,459CurrentTaxYearAmt
Total$15,407,602TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,125,123CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,965,538CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,166,612CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,673,870CurrentTaxYearMinus1YearAmt
Current Tax Year$3,476,459CurrentTaxYearAmt
Total$15,407,602TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,022,486SubstantialContributorsTotAmt
Public Support Total170$12,385,116PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$833,996CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$742,940CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$987,034CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,022,450CurrentTaxYearMinus1YearAmt
Current Tax Year$625,483CurrentTaxYearAmt
Total$4,211,903TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,500CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus1 Year$7,769CurrentTaxYearMinus1YearAmt
Current Tax Year$11,151CurrentTaxYearAmt
Total$26,420TotalAmt
FieldValueIRS element (for citing)
Total Support$19,645,925TotalSupportAmt
Public Support CY1700.63040PublicSupportCY170Pct
Public Support PY1700.60110PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$32,216,442BeginningYearBalanceAmt
Contributions$680,000ContributionsAmt
Investment Earnings Or Losses$1,787,150InvestmentEarningsOrLossesAmt
Other Expenditures$1,899,838OtherExpendituresAmt
End Year Balance$32,783,754EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$34,895,746BeginningYearBalanceAmt
Contributions$770,000ContributionsAmt
Investment Earnings Or Losses-$1,079,062InvestmentEarningsOrLossesAmt
Other Expenditures$2,370,242OtherExpendituresAmt
End Year Balance$32,216,442EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$35,792,438BeginningYearBalanceAmt
Contributions$4,482,590ContributionsAmt
Investment Earnings Or Losses-$3,881,482InvestmentEarningsOrLossesAmt
Other Expenditures$1,497,800OtherExpendituresAmt
End Year Balance$34,895,746EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$32,323,147BeginningYearBalanceAmt
Contributions$457,771ContributionsAmt
Investment Earnings Or Losses$4,823,481InvestmentEarningsOrLossesAmt
Other Expenditures$1,811,961OtherExpendituresAmt
End Year Balance$35,792,438EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$30,004,651BeginningYearBalanceAmt
Contributions$3,404,867ContributionsAmt
Investment Earnings Or Losses$809,509InvestmentEarningsOrLossesAmt
Other Expenditures$1,895,880OtherExpendituresAmt
End Year Balance$32,323,147EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.87000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.13000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$723,608OtherCostOrOtherBasisAmt
Book Value$723,608BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,425,810OtherCostOrOtherBasisAmt
Depreciation$699,966DepreciationAmt
Book Value$1,725,844BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$583,132OtherCostOrOtherBasisAmt
Depreciation$496,603DepreciationAmt
Book Value$86,529BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,535,981TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescLIMITED PARTNERSHIPSDesc
Book Value$13,419,967BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$13,419,967TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INTEREST IN FEDERAL TRUSTDesc
Book Value$7,929,434BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$7,929,434TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$6,043,762TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,031,407NetUnrealizedGainsInvstAmt
Other Revenue-$16,016OtherRevenueAmt
Revenue Not Reported$3,015,391RevenueNotReportedAmt
Revenue Subtotal$3,028,371RevenueSubtotalAmt
Investment Expenses Not Incld$63,990InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$63,990RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,092,361TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,164,297TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$5,164,297ExpensesSubtotalAmt
Investment Expenses Not Incld2$63,990InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$63,990ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,228,287TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 -16,016.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
Central America and the Caribbean00INVESTMENTS$5,071,413
East Asia and the Pacific00FUNDRAISING (REVENUE) AND PROGRAM SERVICES/GRANTS (EXPENSE)$32,370FOR GLOBAL FELLOWS NETWORK EVENTS.
Europe (Including Iceland & Greenland)00FUNDRAISING (REVENUE) AND PROGRAM SERVICES/GRANTS (EXPENSE)$47,483FOR GLOBAL FELLOWS NETWORK EVENTS.
Middle East and North Africa00FUNDRAISING (REVENUE) AND PROGRAM SERVICES$3,086FOR GLOBAL FELLOWS NETWORK EVENTS.
Russia and Neighboring States00PROGRAM SERVICES (EXPENSE)$5,470FOR GLOBAL FELLOWS NETWORK EVENTS.
South America00PROGRAM SERVICES/GRANTS (EXPENSE)$15,731FOR GLOBAL FELLOWS NETWORK EVENTS.
South Asia00FUNDRAISING (REVENUE) AND PROGRAM SERVICES/GRANTS (EXPENSE)$22,780FOR GLOBAL FELLOWS NETWORK EVENTS.
Sub-Saharan Africa00FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE)$8,771FOR GLOBAL FELLOWS NETWORK EVENTS.
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$5,207,104SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$5,207,104TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtValuation Method UsedValuationMethodUsedDesc
FELLOWSHIPSSUB-SAHARAN AFRICA27$652,951WIREFMV
FELLOWSHIPSEAST ASIA & THE PACFIC6$145,100WIREFMV
FELLOWSHIPSEUROPE7$169,284WIREFMV
FELLOWSHIPSSOUTH ASIA2$48,367WIREFMV
FELLOWSHIPSMIDDLE EAST AND NORTH AFRICA2$48,367WIREFMV
FELLOWSHIPSNORTH AMERICA1$24,183WIREFMV
FELLOWSHIPSSOUTH AMERICA1$24,183WIREFMV
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationEF 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.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFELLOWSHIPSGrantTypeTxt
Recipient19RecipientCnt
Cash Grant$292,420CashGrantAmt
Valuation Method UsedFMVValuationMethodUsedDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationEF 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

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
GEORGE de LAMA
PRESIDENT$287,000$0$0$0$7,714$0$7,950$0$24,040$0$326,704$0$0$0
ERIN HILLMAN
VP, PROGRAMS & OPERATIONS$184,795$0$0$0$90$0$5,544$0$26,119$0$216,548$0$0$0
THOMAS FERGUSON
SR DIR, DEVELOPMENT$116,457$0$0$0$396$0$3,494$0$33,074$0$153,421$0$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution7ContributionCnt
Noncash Contributions Rpt F990$367,405NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV @ TRANSFER DATEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 2DAVID EISENHOWER, TRUSTEE, AND SUSAN EISENHOWER, TRUSTEE, HAVE A FAMILY RELATIONSHIP.
Form 990, Part VI, Section A, line 4SIGNIFICANT CHANGES TO ORGANIZATION'S GOVERNING DOCUMENTS DURING 2016, EF REVISED ITS BYLAWS BY ADDING TERM LIMITS TO ITS TRUSTEES. PER EF'S BYLAWS "THE TERM OF OFFICE FOR TRUSTEES SHALL BE THREE YEARS, TO BE REVIEWED TRIENNIALLY BY THE EXECUTIVE COMMITTEE, WITH AN OPTION TO RENEW MEMBERSHIP, WITH A MAXIMUM OF THREE CONSECUTIVE THREE-YEAR TERMS. A TRUSTEE CAN RETURN TO BOARD SERVICE AFTER A COOLING-OFF PERIOD OF ONE YEAR, AT THE DISCRETION OF THE EXECUTIVE COMMITTEE. ALL TRUSTEES' TERMS RESET TO BEGIN THEIR THREE-YEAR TERMS AT THE 2016 ANNUAL MEETING OF THE BOARD."
Form 990, Part VI, Section B, line 11bGOVERNING 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 12cMONITORING 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 15PROCESS 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 19PUBLIC AVAILABILITY OF OTHER DOCUMENTS 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 -16,016.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.