EISENHOWER EXCHANGE FELLOWSHIPS INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- EISENHOWER EXCHANGE FELLOWSHIPS INC (EIN 23-1505095)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-04
- IRS object ID
- 201633099349301138
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-04T14:25:06-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232896692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET 26TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231505095 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISENHOWER EXCHANGE FELLOWSHIPS | BusinessNameLine1Txt |
| Business Name Line2 | INCORPORATED | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EISE | BusinessNameControlTxt |
| Phone | 2155461738 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 SOUTH 16TH STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE de LAMA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2155461738 | PhoneNum |
| Signature | 2016-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER SOLOT | PreparerPersonNm |
| PTIN | P00749373 | PTIN |
| Phone | 2155677770 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GEORGE de LAMA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 SOUTH 16TH STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,733,817 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EFWORLD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | A GLOBAL LEADERSHIP NETWORK THAT FOSTERS A MORE PEACEFUL, PROSPEROUS & JUST WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 53 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 52 | VotingMembersIndependentCnt |
| Total Employee | 32 | TotalEmployeeCnt |
| Total Volunteers | 53 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,166,612 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,673,870 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,934,347 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,391,081 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $7,769 | CYOtherRevenueAmt |
| PY Total Revenue | $6,100,959 | PYTotalRevenueAmt |
| CY Total Revenue | $4,072,720 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $21,815 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $26,251 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,060,788 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,395,005 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $508,513 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,469,000 | PYOtherExpensesAmt |
| CY Other Expenses | $2,677,656 | CYOtherExpensesAmt |
| PY Total Expenses | $4,551,603 | PYTotalExpensesAmt |
| CY Total Expenses | $5,098,912 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,549,356 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,026,192 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $48,104,783 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,458,372 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $206,955 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $321,334 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $47,897,828 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,137,038 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EISENHOWER FELLOWSHIPS IDENTIFIES, EMPOWERS AND CONNECTS INNOVATIVE LEADERS THROUGH A TRANSFORMATIVE FELLOWSHIP EXPERIENCE AND LIFELONG ENGAGEMENT IN A GLOBAL NETWORK OF DYNAMIC CHANGE AGENTS COMMITTED TO CREATING A WORLD MORE PEACEFUL, PROSPEROUS AND JUST. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,244,511 | ExpenseAmt |
| Desc | WOMEN'S LEADERSHIP PROGRAM - THE FALL WOMEN'S LEADERSHIP PROGRAM, HELD IN OCTOBER AND NOVEMBER, BROUGHT TOGETHER 25 WOMEN LEADERS FROM 23 COUNTRIES WITH THE GOAL OF ADVANCING GENDER PARITY IN THE EF NETWORK AND PROMOTING THE DEVELOPMENT OF WOMEN LEADERSHIP NETWORKS AROUND THE WORLD. SIMILAR TO THE GLOBAL PROGRAM (MULTI-NATION), THE FELLOWS FOLLOWED A TRAVEL ITINERARY OF SIX 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 CULMINATED IN A THREE-DAY GLOBAL WOMEN'S LEADERSHIP CONFERENCE HELD BY EISENHOWER FELLOWSHIPS IN MIAMI, FLORIDA, WHERE FELLOWS HAD THE OPPORTUNITY TO MEET WITH FORMER EF FELLOWS FROM AROUND THE WORLD. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,111,648 | ExpenseAmt |
| Grant | $26,251 | GrantAmt |
| Desc | GLOBAL FELLOWS NETWORK - THE GLOBAL FELLOWS NETWORK FOSTERS CONNECTION AND ENGAGEMENT AMONG FELLOWS AROUND THE WORLD. EF CURRENTLY HAS 43 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 ONE OF THE 43 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 CONDUITS FOR THOSE WHO SEEK LEADERSHIP AND SERVICE ROLES WITH THE EF HEADQUARTERS AND WORLDWIDE NETWORK. EF'S NETWORK OFFICE FACILITATES COMMUNICATION AMONG FELLOWS THROUGH (CONTINUES ON SCH O)REGULAR NEWSLETTERS AND WEB NEWS ARTICLES FEATURING FELLOW ACCOMPLISHMENTS AND NOTEWORTHY EVENTS, SUCH AS REGIONAL AND GLOBAL EF CONFERENCES, LIKE THE 2015 GLOBAL WOMEN'S LEADERSHIP CONFERENCE IN MIAMI. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,089,334 | ExpenseAmt |
| Desc | GLOBAL PROGRAM (MULTI-NATION) - THE 2015 GLOBAL PROGRAM (MULTI-NATION), HELD IN APRIL AND MAY, BROUGHT TOGETHER 23 FELLOWS FROM 20 COUNTRIES TO NETWORK WITHIN THEIR PROFESSIONAL FIELDS AS WELL AS ACROSS SECTORS WITH THE OTHER FELLOWS. EACH FELLOW FOLLOWED A TRAVEL ITINERARY OF SIX 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. IN ADDITION, THE FELLOWS PARTICIPATED IN GROUP MEETINGS AND TWO SEMINARS DESIGNED TO FOSTER DIALOGUE, ENCOURAGE LEARNING AND CREATE OPPORTUNITIES FOR EXCHANGE AND COLLABORATION WITH EACH OTHER AND THE USA EISENHOWER FELLOWS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $667,697 | ExpenseAmt |
| Desc | OTHER PROGRAMS - EF ALSO RUNS A USA PROGRAM, SENDING 20 U.S. CITIZENS ABROAD FOR SIX-WEEK FELLOWSHIPS IN ONE OF 35 COUNTRIES AROUND THE WORLD ON SIX CONTINENTS. IN 2015 NINE FELLOWS CHOSE ONE OR TWO COUNTRIES IN THE NETWORK AND RECEIVED A CUSTOMIZED ITINERARY OF MEETINGS AND SITE VISITS, INCLUDING DINNERS AND RECEPTIONS WITH GLOBAL EF FELLOWS. IN 2015, NINE AMERICANS TRAVELED ABROAD AND THEIR DESTINATIONS INCLUDED: CHILE AND IRELAND/NORTHERN IRELAND; AUSTRALIA AND CHINA (TAIWAN); SINGAPORE AND INDIA; SPAIN AND NORTHERN IRELAND; NETHERLANDS AND TURKEY; SINGAPORE AND BRAZIL; KENYA AND SWEDEN; AND GERMANY AND MEXICO. ONE USA FELLOW IS ALWAYS AN ACTIVE FARMER OR RANCHER, AS REQUIRED BY EF'S CHARTER. THE 2015 AGRICULTURE FELLOW TRAVELED TO NEW ZEALAND AND AUSTRALIA. A SECOND USA PROGRAM WAS LAUNCHED IN 2015 IN PARTNERSHIP WITH CHINA'S MINISTRY OF EDUCATION AND IMPLEMENTED BY THE CHINA EDUCATION ASSOCIATION FOR INTERNATIONAL EXCHANGE (CEAIE). THE ZHI-XING CHINA EISENHOWER FELLOWSHIP IS A FOUR-WEEK PROFESSIONAL AND LEADERSHIP DEVELOPMENT PROGRAM FOR AMERICANS AGED 32-45, WHO HAVE A SPECIFIC INTEREST IN CHINA. EACH YEAR 10 FELLOWS ARE SELECTED IN A COMPETITIVE RECRUITMENT PROCESS FROM AROUND THE COUNTRY AND TRAVEL TO CHINA AS A GROUP FOR FOUR WEEKS. THE FELLOWSHIP FEATURES INTENSIVE CULTURAL IMMERSION, GROUP SESSIONS WITH CHINESE AND U.S. EXPERTS AND TWO AND A HALF WEEKS OF INDIVIDUALLY-TAILORED TRAVEL AND MEETINGS IN FOUR TO SIX CHINESE CITIES AROUND THE COUNTRY. THE 2015 ZHI-XING FELLOWS PURSUED FELLOWSHIPS FOCUSED ON EDUCATION, MEDIA, COMMUNITY ENGAGEMENT, ECONOMIC DEVELOPMENT, TECHNOLOGY AND ENTREPRENEURSHIP AND ENERGY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $667,697 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $4,113,190 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 32 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 53 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 52 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIRECTOR OF FINANCE AND ADMIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2155461738 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 S 16TH STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| GENERAL COLIN L POWELL | |||||||
| USA (RET), TRUSTEE & CHAIR | 1.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MADELEINE K ALBRIGHT | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MOHAMMED M AL-ARDHI | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| AMR A AL-DABBAGH | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| H JESSE ARNELLE | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM L ATWELL | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| ANINDYA BAKRIE | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| H IBRAHIM BODUR | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD P BROWN JR | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW M BURSKY | |||||||
| TRUSTEE | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| KIMBALL C CHEN | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DEREK CHILVERS | |||||||
| TRUSTEE | 5.70 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES E COBB JR | |||||||
| TRUSTEE | 3.60 | Yes (X) | $0 | $0 | $0 | ||
| EDGAR M CULLMAN JR | |||||||
| TRUSTEE | 2.20 | Yes (X) | $0 | $0 | $0 | ||
| DAVID EISENHOWER | |||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN EISENHOWER | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| JEREMY K ELLIS | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| CONRADO J ETCHEBARNE | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| ALAN H FLEISCHMANN | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| THEODORE FRIEND III | |||||||
| TRUSTEE | 1.60 | Yes (X) | $0 | $0 | $0 | ||
| JACK GOLDEN | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MIKE GOODRICH | |||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| MARY LOUISE GORNO | |||||||
| TRUSTEE | 2.60 | Yes (X) | $0 | $0 | $0 | ||
| MARK GRIER | |||||||
| TRUSTEE | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN HAKKARAINEN | |||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| HARRY HALLORAN | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| NATHAN HAYWARD III | |||||||
| TRUSTEE & TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SHOW-CHUNG HO | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| JAMES W HOVEY | |||||||
| TRUSTEE & VICE CHAIRMAN | 4.60 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| F RICHARD HSU | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MEHMET FATIH KARAMANCI | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| JOHN W KEOGH | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| NEMIR A KIRDAR | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| JAY KISLAK | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| MATT MANDERS | |||||||
| TRUSTEE | 1.60 | Yes (X) | $0 | $0 | $0 | ||
| DAVID C MANKE | |||||||
| TRUSTEE | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| JAMES L MCCABE | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SUZANNE M MCCARRON | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| JOHN F MCDONNELL | |||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| VICTOR J MENEZES | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD L MONSER | |||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| BERNARD POUSSOT | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| JAY R PRYOR | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT L REYNOLDS | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| FERIT SAHENK | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| BRENT SCOWCROFT | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH VAZQUEZ | |||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| ALFONSO VEGARA | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| HAROLD A WAGNER | |||||||
| TRUSTEE | 2.80 | Yes (X) | $0 | $0 | $0 | ||
| KEITH WHEELOCK | |||||||
| TRUSTEE | 1.70 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE TODD WHITMAN | |||||||
| TRUSTEE & EXEC COMTE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JAIME AUGUSTO ZOBEL de AYALA | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE de LAMA TRUSTEE | |||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $321,697 | $0 | $29,145 | |
| STEPHANIE S GROPP | |||||||
| SEC/DIR OF FIN/ADMIN | 32.00 | Yes (X) | $89,083 | $0 | $22,545 | ||
| ERIN HILLMAN | |||||||
| SR. DIR. PROGRAMS | 40.00 | $107,413 | $0 | $26,332 | Yes (X) | ||
| STEPHANIE VEIT | |||||||
| EXEC. DIR. ADVANCEMENT | 40.00 | $123,784 | $0 | $12,067 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $641,977 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $90,089 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,673,870 | AllOtherContributionsAmt |
| Noncash Contributions | $230,285 | NoncashContributionsAmt |
| Total Contributions | $2,673,870 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,022,450 | TotalRevenueColumnAmt |
| Exclusion | $1,022,450 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,029,728 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,661,097 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $368,631 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $368,631 | TotalRevenueColumnAmt |
| Exclusion | $368,631 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,769 | TotalRevenueColumnAmt |
| Exclusion | $7,769 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,769 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,072,720 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,398,850 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,500 | TotalAmt |
| Program Services | $4,500 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,751 | TotalAmt |
| Program Services | $21,751 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,050 | TotalAmt |
| Program Services | $212,316 | ProgramServicesAmt |
| Management And General | $209,423 | ManagementAndGeneralAmt |
| Fundraising | $41,311 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,464,056 | TotalAmt |
| Program Services | $1,103,419 | ProgramServicesAmt |
| Management And General | $84,008 | ManagementAndGeneralAmt |
| Fundraising | $276,629 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,998 | TotalAmt |
| Program Services | $27,194 | ProgramServicesAmt |
| Management And General | $8,601 | ManagementAndGeneralAmt |
| Fundraising | $9,203 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,463 | TotalAmt |
| Program Services | $249,393 | ProgramServicesAmt |
| Management And General | $12,277 | ManagementAndGeneralAmt |
| Fundraising | $34,793 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,438 | TotalAmt |
| Program Services | $73,683 | ProgramServicesAmt |
| Management And General | $32,332 | ManagementAndGeneralAmt |
| Fundraising | $20,423 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,370 | TotalAmt |
| Program Services | $117,682 | ProgramServicesAmt |
| Management And General | $24,402 | ManagementAndGeneralAmt |
| Fundraising | $38,286 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,387 | TotalAmt |
| Program Services | $108,613 | ProgramServicesAmt |
| Management And General | $17,233 | ManagementAndGeneralAmt |
| Fundraising | $17,541 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,755 | TotalAmt |
| Program Services | $43,750 | ProgramServicesAmt |
| Management And General | $8,005 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,089 | TotalAmt |
| Program Services | $10,506 | ProgramServicesAmt |
| Management And General | $3,583 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,449,268 | TotalAmt |
| Program Services | $1,403,787 | ProgramServicesAmt |
| Management And General | $5,777 | ManagementAndGeneralAmt |
| Fundraising | $39,704 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $608,057 | TotalAmt |
| Program Services | $574,125 | ProgramServicesAmt |
| Management And General | $15,373 | ManagementAndGeneralAmt |
| Fundraising | $18,559 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,010 | TotalAmt |
| Program Services | $93,896 | ProgramServicesAmt |
| Management And General | $34,114 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,745 | TotalAmt |
| Program Services | $42,644 | ProgramServicesAmt |
| Management And General | $8,101 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total | $51,975 | TotalAmt |
| Program Services | $25,931 | ProgramServicesAmt |
| Management And General | $13,980 | ManagementAndGeneralAmt |
| Fundraising | $12,064 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,098,912 | TotalAmt |
| Program Services | $4,113,190 | ProgramServicesAmt |
| Management And General | $477,209 | ManagementAndGeneralAmt |
| Fundraising | $508,513 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,434,642 | BOYAmt |
| EOY | $552,290 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,546,467 | BOYAmt |
| EOY | $446,254 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $989,800 | BOYAmt |
| EOY | $1,047,275 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,238 | BOYAmt |
| EOY | $121,920 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,684,141 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,109,146 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,593,933 | BOYAmt |
| EOY | $2,574,995 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,766,556 | BOYAmt |
| EOY | $19,436,260 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,582,723 | BOYAmt |
| EOY | $12,333,928 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,105,424 | BOYAmt |
| EOY | $7,945,450 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,104,783 | BOYAmt |
| EOY | $44,458,372 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,955 | BOYAmt |
| EOY | $321,334 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,955 | BOYAmt |
| EOY | $321,334 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,258,365 | BOYAmt |
| EOY | $31,747,349 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,800 | BOYAmt |
| EOY | $185,000 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,328,663 | BOYAmt |
| EOY | $12,204,689 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,897,828 | BOYAmt |
| EOY | $44,137,038 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,104,783 | BOYAmt |
| EOY | $44,458,372 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,026,192 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,574,624 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$159,974 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,854,358 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,125,123 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,965,538 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,166,612 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,673,870 | CurrentTaxYearAmt |
| Total | $14,785,501 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,854,358 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,125,123 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,965,538 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,166,612 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,673,870 | CurrentTaxYearAmt |
| Total | $14,785,501 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,197,260 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,588,241 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $890,188 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $833,996 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $742,940 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $987,034 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,022,450 | CurrentTaxYearAmt |
| Total | $4,476,608 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $7,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $7,769 | CurrentTaxYearAmt |
| Total | $15,269 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $19,277,378 | TotalSupportAmt |
| Public Support CY170 | 0.60110 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61010 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,895,746 | BeginningYearBalanceAmt |
| Contributions | $770,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,079,062 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,370,242 | OtherExpendituresAmt |
| End Year Balance | $32,216,442 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,792,438 | BeginningYearBalanceAmt |
| Contributions | $4,482,590 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,881,482 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,497,800 | OtherExpendituresAmt |
| End Year Balance | $34,895,746 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,323,147 | BeginningYearBalanceAmt |
| Contributions | $457,771 | ContributionsAmt |
| Investment Earnings Or Losses | $4,823,481 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,811,961 | OtherExpendituresAmt |
| End Year Balance | $35,792,438 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,004,651 | BeginningYearBalanceAmt |
| Contributions | $3,404,867 | ContributionsAmt |
| Investment Earnings Or Losses | $809,509 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,895,880 | OtherExpendituresAmt |
| End Year Balance | $32,323,147 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,302,630 | BeginningYearBalanceAmt |
| Contributions | $2,360,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,213,197 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,444,782 | OtherExpendituresAmt |
| End Year Balance | $30,004,651 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.87000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.13000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $723,608 | OtherCostOrOtherBasisAmt |
| Book Value | $723,608 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,437,927 | OtherCostOrOtherBasisAmt |
| Depreciation | $635,865 | DepreciationAmt |
| Book Value | $1,802,062 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $522,606 | OtherCostOrOtherBasisAmt |
| Depreciation | $473,281 | DepreciationAmt |
| Book Value | $49,325 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,574,995 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS | Desc |
| Book Value | $12,333,928 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,333,928 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN FEDERAL TRUST | Desc |
| Book Value | $7,945,450 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $7,945,450 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,338,122 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,574,624 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$159,974 | OtherRevenueAmt |
| Revenue Not Reported | -$2,734,598 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,072,720 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,072,720 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,098,912 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,098,912 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,098,912 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | INTENDED USE OF ENDOWMENT FUNDS TO SUPPORT EF'S PROGRAMS AND OPERATIONS. |
| Part X, Line 2: | UNCERTAIN TAX POSITIONS UNDER ASC 740 GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN 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 -159,974. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | INVESTMENTS | $7,013,361 | |
| East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, | FUNDRAISING | ||
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | FUNDRAISING | ||
| Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, | FUNDRAISING | ||
| East Asia and the Pacific | PROGRAM SERVICES | $32,777 | FOR FELLOWSHIP NETWORK EVENTS. |
| Europe (Including Iceland & Greenland) | PROGRAM SERVICES | $29,833 | FOR FELLOWSHIP NETWORK EVENTS. |
| North America | PROGRAM SERVICES | $2,500 | FOR FELLOWSHIP NETWORK EVENTS. |
| South America | PROGRAM SERVICES | $4,078 | FOR FELLOWSHIP NETWORK EVENTS. |
| South Asia | PROGRAM SERVICES | $5,378 | FOR FELLOWSHIP NETWORK EVENTS. |
| Sub-Saharan Africa | PROGRAM SERVICES | $16,485 | FOR FELLOWSHIP NETWORK EVENTS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $7,082,549 | SubtotalSpentAmt |
| Continuation Spent | $21,863 | ContinuationSpentAmt |
| Total Spent | $7,104,412 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| Central America and the Caribbean | FOR FELLOWSHIP NETWORK EVENTS. | $5,000 | WIRE TRANSFER | FMV |
| East Asia and the Pacific | FOR FELLOWSHIP NETWORK EVENTS. | $8,173 | WIRE TRANSFER | FMV |
| Europe (Including Iceland & Greenland) | FOR FELLOWSHIP NETWORK EVENTS. | $5,578 | WIRE TRANSFER | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE de LAMA TRUSTEE | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $281,615 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $30,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $10,082 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $7,950 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $21,195 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $350,842 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $230,285 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV @ TRANSFER DATE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | DAVID EISENHOWER, TRUSTEE, AND SUSAN EISENHOWER, TRUSTEE, HAVE A FAMILY RELATIONSHIP. MIKE GOODRICH, TRUSTEE, AND ANDREW M. BURSKY, TRUSTEE, HAVE A BUSINESS RELATIONSHIP. |
| Form 990, Part VI, Section B, line 11 | 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 | PUBLIC AVAILABILITY OF OTHER DOCUMENTS EF POSTS ITS FORM 990, AUDITED FINANCIAL STATEMENTS, ANNUAL BUSINESS PLAN AND CONFLICT OF INTEREST POLICY ON ITS WEBSITE. EF'S CHARTER, BYLAWS AND DOCUMENTS, SUCH AS ITS WHISTLEBLOWER POLICY, ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Form 990, Part XI, line 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN FEDERAL TRUST -159,974. |
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