2016-11-04T14:25:06-05:00 2015-12-31 232896692 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990 2015-01-01 231505095 EISENHOWER EXCHANGE FELLOWSHIPS INCORPORATED EISE 2155461738 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 GEORGE de LAMA PRESIDENT 2155461738 2016-11-04 1 JENNIFER SOLOT P00749373 2155677770 2015 2017-02-10 21:41:12Z GEORGE de LAMA 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 7733817 0 X WWW.EFWORLD.ORG X 1953 PA A GLOBAL LEADERSHIP NETWORK THAT FOSTERS A MORE PEACEFUL, PROSPEROUS & JUST WORLD. 53 52 32 53 0 0 3166612 2673870 0 0 2934347 1391081 0 7769 6100959 4072720 21815 26251 0 0 2060788 2395005 0 0 508513 2469000 2677656 4551603 5098912 1549356 -1026192 48104783 44458372 206955 321334 47897828 44137038 X EISENHOWER FELLOWSHIPS IDENTIFIES, EMPOWERS AND CONNECTS INNOVATIVE LEADERS THROUGH A TRANSFORMATIVE FELLOWSHIP EXPERIENCE AND LIFELONG ENGAGEMENT IN A GLOBAL NETWORK OF DYNAMIC CHANGE AGENTS COMMITTED TO CREATING A WORLD MORE PEACEFUL, PROSPEROUS AND JUST. 0 0 1244511 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. 1111648 26251 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. 1089334 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. 667697 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. 667697 4113190 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 23 0 32 1 0 0 0 0 0 1 1 0 0 0 0 X 53 52 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA MA NJ NY NC PA X X DIRECTOR OF FINANCE AND ADMIN 2155461738 250 S 16TH STREET PHILADELPHIA PA 19102 GENERAL COLIN L POWELL USA (RET), TRUSTEE & CHAIR 1.20 X X 0 0 0 MADELEINE K ALBRIGHT TRUSTEE 0.20 X 0 0 0 MOHAMMED M AL-ARDHI TRUSTEE 0.20 X 0 0 0 AMR A AL-DABBAGH TRUSTEE 0.20 X 0 0 0 H JESSE ARNELLE TRUSTEE 0.20 X 0 0 0 WILLIAM L ATWELL TRUSTEE 0.20 X 0 0 0 ANINDYA BAKRIE TRUSTEE 0.20 X 0 0 0 H IBRAHIM BODUR TRUSTEE 0.20 X 0 0 0 RICHARD P BROWN JR TRUSTEE 0.20 X 0 0 0 ANDREW M BURSKY TRUSTEE 1.20 X 0 0 0 KIMBALL C CHEN TRUSTEE 3.00 X 0 0 0 DEREK CHILVERS TRUSTEE 5.70 X 0 0 0 CHARLES E COBB JR TRUSTEE 3.60 X 0 0 0 EDGAR M CULLMAN JR TRUSTEE 2.20 X 0 0 0 DAVID EISENHOWER TRUSTEE 0.60 X 0 0 0 SUSAN EISENHOWER TRUSTEE 0.20 X 0 0 0 JEREMY K ELLIS TRUSTEE 0.20 X 0 0 0 CONRADO J ETCHEBARNE TRUSTEE 0.20 X 0 0 0 ALAN H FLEISCHMANN TRUSTEE 0.20 X 0 0 0 THEODORE FRIEND III TRUSTEE 1.60 X 0 0 0 JACK GOLDEN TRUSTEE 0.20 X 0 0 0 MIKE GOODRICH TRUSTEE 0.60 X 0 0 0 MARY LOUISE GORNO TRUSTEE 2.60 X 0 0 0 MARK GRIER TRUSTEE 1.20 X 0 0 0 SUSAN HAKKARAINEN TRUSTEE 0.60 X 0 0 0 HARRY HALLORAN TRUSTEE 0.20 X 0 0 0 NATHAN HAYWARD III TRUSTEE & TREASURER 4.00 X X 0 0 0 SHOW-CHUNG HO TRUSTEE 0.20 X 0 0 0 JAMES W HOVEY TRUSTEE & VICE CHAIRMAN 4.60 X X 0 0 0 F RICHARD HSU TRUSTEE 0.20 X 0 0 0 MEHMET FATIH KARAMANCI TRUSTEE 0.20 X 0 0 0 JOHN W KEOGH TRUSTEE 0.20 X 0 0 0 NEMIR A KIRDAR TRUSTEE 0.20 X 0 0 0 JAY KISLAK TRUSTEE 0.20 X 0 0 0 MATT MANDERS TRUSTEE 1.60 X 0 0 0 DAVID C MANKE TRUSTEE 1.20 X 0 0 0 JAMES L MCCABE TRUSTEE 3.00 X 0 0 0 SUZANNE M MCCARRON TRUSTEE 0.20 X 0 0 0 JOHN F MCDONNELL TRUSTEE 0.60 X 0 0 0 VICTOR J MENEZES TRUSTEE 0.20 X 0 0 0 EDWARD L MONSER TRUSTEE 0.60 X 0 0 0 BERNARD POUSSOT TRUSTEE 0.20 X 0 0 0 JAY R PRYOR TRUSTEE 0.20 X 0 0 0 ROBERT L REYNOLDS TRUSTEE 0.20 X 0 0 0 FERIT SAHENK TRUSTEE 0.20 X 0 0 0 BRENT SCOWCROFT TRUSTEE 0.20 X 0 0 0 ELIZABETH VAZQUEZ TRUSTEE 0.60 X 0 0 0 ALFONSO VEGARA TRUSTEE 0.20 X 0 0 0 HAROLD A WAGNER TRUSTEE 2.80 X 0 0 0 KEITH WHEELOCK TRUSTEE 1.70 X 0 0 0 CHRISTINE TODD WHITMAN TRUSTEE & EXEC COMTE CHAIR 5.00 X 0 0 0 JAIME AUGUSTO ZOBEL de AYALA TRUSTEE 0.20 X 0 0 0 GEORGE de LAMA TRUSTEE PRESIDENT 40.00 X X 321697 0 29145 STEPHANIE S GROPP SEC/DIR OF FIN/ADMIN 32.00 X 89083 0 22545 ERIN HILLMAN SR. DIR. PROGRAMS 40.00 X 107413 0 26332 STEPHANIE VEIT EXEC. DIR. ADVANCEMENT 40.00 X 123784 0 12067 641977 0 90089 3 0 1 0 0 2673870 230285 2673870 1022450 1022450 4029728 3661097 368631 368631 368631 OTHER INCOME 900099 7769 7769 7769 4072720 0 0 1398850 4500 4500 21751 21751 463050 212316 209423 41311 1464056 1103419 84008 276629 44998 27194 8601 9203 296463 249393 12277 34793 126438 73683 32332 20423 180370 117682 24402 38286 143387 108613 17233 17541 51755 43750 8005 14089 10506 3583 1449268 1403787 5777 39704 608057 574125 15373 18559 128010 93896 34114 50745 42644 8101 MISCELLANEOUS 51975 25931 13980 12064 5098912 4113190 477209 508513 1434642 552290 1546467 446254 989800 1047275 85238 121920 3684141 1109146 2593933 2574995 22766556 19436260 10582723 12333928 8105424 7945450 48104783 44458372 206955 321334 206955 321334 X 35258365 31747349 310800 185000 12328663 12204689 47897828 44137038 48104783 44458372 X -1026192 -2574624 -159974 X 0 1 X 1 0 X 2854358 2125123 3965538 3166612 2673870 14785501 2854358 2125123 3965538 3166612 2673870 14785501 3197260 11588241 890188 833996 742940 987034 1022450 4476608 7500 7769 15269 19277378 0.60110 0.61010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34895746 770000 -1079062 2370242 32216442 35792438 4482590 -3881482 1497800 34895746 32323147 457771 4823481 1811961 35792438 30004651 3404867 809509 1895880 32323147 32302630 2360000 -3213197 1444782 30004651 0.87000 0.13000 0 0 723608 723608 2437927 635865 1802062 522606 473281 49325 2574995 LIMITED PARTNERSHIPS 12333928 F 12333928 BENEFICIAL INTEREST IN FEDERAL TRUST 7945450 7945450 X 1338122 -2574624 -159974 -2734598 4072720 0 4072720 5098912 0 5098912 0 5098912 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. 1 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, INVESTMENTS 7013361 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 FOR FELLOWSHIP NETWORK EVENTS. 32777 Europe (Including Iceland & Greenland) PROGRAM SERVICES FOR FELLOWSHIP NETWORK EVENTS. 29833 North America PROGRAM SERVICES FOR FELLOWSHIP NETWORK EVENTS. 2500 South America PROGRAM SERVICES FOR FELLOWSHIP NETWORK EVENTS. 4078 South Asia PROGRAM SERVICES FOR FELLOWSHIP NETWORK EVENTS. 5378 Sub-Saharan Africa PROGRAM SERVICES FOR FELLOWSHIP NETWORK EVENTS. 16485 0 0 0 0 0 0 7082549 21863 7104412 Central America and the Caribbean FOR FELLOWSHIP NETWORK EVENTS. 5000 WIRE TRANSFER FMV East Asia and the Pacific FOR FELLOWSHIP NETWORK EVENTS. 8173 WIRE TRANSFER FMV Europe (Including Iceland & Greenland) FOR FELLOWSHIP NETWORK EVENTS. 5578 WIRE TRANSFER FMV 0 3 0 0 0 1 1 0 Part I, Line 2: EF MONITORS THE USE OF ITS GRANT FUNDS BY REQUIRING THE RECIPIENTS TO SUBMIT A REPORT AT THE END OF THE GRANT PERIOD ON THE STATUS OF THEIR PROJECT AND TO STATE EXPECTED MEASURABLE RESULTS. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 GEORGE de LAMA TRUSTEE PRESIDENT 281615 0 30000 0 10082 0 7950 0 21195 0 350842 0 0 0 X 8 230285 FMV @ TRANSFER DATE 0 0 0 0 Form 990, Part VI, Section A, line 2 DAVID EISENHOWER, TRUSTEE, AND SUSAN EISENHOWER, TRUSTEE, HAVE A FAMILY RELATIONSHIP. 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.