EISENHOWER EXCHANGE FELLOWSHIPS INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- EISENHOWER EXCHANGE FELLOWSHIPS INC (EIN 23-1505095)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-10
- IRS object ID
- 201413149349301306
- Schema version
- 2013v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-10T10:29:59-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET 26TH FLOOR | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 INCORPORATED | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19102 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE DE LAMA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2155461738 | PhoneNum |
| Signature | 2014-11-10 | 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 |
| Preparation | 2014-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,131,281 | 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 LEADERSHIP NETWORK WHERE COLLABORATION IS FOSTERING A MORE PROSPEROUS, JUST & PEACEFUL WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 63 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 62 | VotingMembersIndependentCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Total Volunteers | 68 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,125,123 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,965,538 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,972,656 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,339,476 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,500 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,105,279 | PYTotalRevenueAmt |
| CY Total Revenue | $10,305,014 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $25,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $70,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,992,521 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,106,428 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $374,796 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,327,030 | PYOtherExpensesAmt |
| CY Other Expenses | $2,392,048 | CYOtherExpensesAmt |
| PY Total Expenses | $4,344,551 | PYTotalExpensesAmt |
| CY Total Expenses | $4,568,476 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $760,728 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,736,538 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $44,511,879 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,048,854 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $120,492 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $176,931 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $44,391,387 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,871,923 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EISENHOWER FELLOWSHIPS IDENTIFIES, EMPOWERS AND LINKS OUTSTANDING LEADERS FROM AROUND THE WORLD, HELPING THEM TO ACHIEVE CONSEQUENTIAL OUTCOMES ACROSS SECTORS AND BORDERS. EF PROVIDES A TRANSFORMATIONAL EXPERIENCE LEADING TO LIFETIME ENGAGEMENT IN A GLOBAL NETWORK, WHERE DIALOGUE AND COLLABORATION MAKE THE WORLD MORE PROSPEROUS, JUST AND PEACEFUL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,209,141 | ExpenseAmt |
| Desc | SINGLE NATION/REGION AND COMMON INTEREST PROGRAMS - IN 2013, THE SOUTH EAST ASIA REGIONAL PROGRAM BROUGHT TOGETHER 23 FELLOWS FROM INDONESIA, MALAYSIA, PHILIPPINES, SINGAPORE, THAILAND AND VIETNAM FOR INDIVIDUALIZED PROFESSIONAL AND LEADERSHIP ITINERARIES, AS WELL AS TO ENHANCE EXISTING RELATIONSHIPS AND FOSTER NEW ONES AMONG LEADERS IN THE REGION WHICH WILL INFLUENCE SOUTH ASIA AND ITS COOPERATION WITH THE UNITED STATES. WITH THIS IN MIND, IN ADDITION TO INDIVIDUAL MEETINGS IN THEIR PROFESSIONAL FIELDS, THEY PARTICIPATED IN GROUP MEETINGS AND ACTIVITIES DESIGNED TO FOSTER DIALOGUE AND CHALLENGES AND OPPORTUNITIES IN THE REGION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,105,431 | ExpenseAmt |
| Desc | MULTI-NATION PROGRAM (MNP) -IN 2013, THE MNP PROGRAM BROUGHT TOGETHER 22 FELLOWS FROM 21 COUNTRIES FOR SEVEN WEEKS OF INDIVIDUALIZED PROFESSIONAL AND LEADERSHIP ITINERARIES. FELLOWS TRAVELED THROUGHOUT THE UNITED STATES TO MEET WITH LEADERS IN BUSINESS, GOVERNMENT, NON-GOVERNMENTAL ORGANIZATIONS, MEDIA AND ACADEMIA. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $962,298 | ExpenseAmt |
| Grant | $70,000 | GrantAmt |
| Desc | FELLOWSHIP NETWORK - FOSTERS CONNECTIONS AMONG ALUMNI, WITHIN COUNTRIES AND REGIONS, AS WELL AS AROUND THE WORLD. THIS IS ACCOMPLISHED THROUGH A VARIETY OF ACTIVITIES, RANGING FROM INTERNATIONAL CONFERENCES TO INTERNET-BASED NETWORKING SYSTEMS. IN FURTHERANCE OF SUPPORT FOR THE FELLOWSHIP NETWORK, EISENHOWER FELLOWSHIPS SOMETIMES MAKES GRANTS TO SELECTED COUNTRY ALUMNI ASSOCIATIONS AND FELLOWS. THE PRACTICE IS INCLUDED IN THE ORGANIZATION'S BUSINESS PLAN (APPROVED FIRST BY THE FINANCE AND ADMINISTRATION COMMITTEE AND THEN AUTHORIZED BY THE BOARD). THE ADMINISTRATION OF THOSE GRANTS IS REVIEWED AND IMPLEMENTED BY AUTHORIZED STAFF. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $437,459 | ExpenseAmt |
| Desc | USA FELLOWS - IN 2013, NINE MID-CAREER LEADERS TRAVELED OVERSEAS. ONE FELLOW FROM BOSTON, MASSACHUSETTS TO AUSTRALIA AND NEW ZEALAND; ONE FELLOW FROM WASHINGTON, D.C. TO THAILAND, INDONESIA AND THE PHILIPPINES; TWO FELLOWS FROM ST. LOUIS, MISSOURI, ONE TO GERMANY AND IRELAND AND ONE TO INDIA; TWO FELLOWS FROM RALEIGH/DURHAM, NORTH CAROLINA, ONE TO ISRAEL AND JORDAN AND ONE TO IRELAND AND FRANCE; ONE FELLOW FROM NEW YORK CITY, NEW YORK TO EGYPT, JORDAN AND TURKEY; ONE FELLOW FROM PHILADELPHIA, PENNSYLVANIA TO BRAZIL AND VIETNAM. THE FELLOWS TRAVELED FOR A PERIOD OF FOUR TO FIVE WEEKS UNDER THE USA PROGRAM, TO MEET WITH SENIOR OFFICIALS FROM GOVERNMENT, INDUSTRY AND NOT-FOR-PROFIT SECTOR TO BROADEN THEIR PROFESSIONAL PERSPECTIVES. IN ADDITION, ONE AGRICULTURE PROFESSIONAL TRAVELED ABROAD TO TAIWAN AND JAPAN TO BETTER UNDERSTAND LOCAL CHALLENGES IN AGRICULTURE AND EXCHANGE BEST PRACTICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $437,459 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $3,714,329 | 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 | Yes (1) | 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 | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 27 | 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 | 63 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 62 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2155461738 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 S 16TH STREET | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19102 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (65 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| GENERAL COLIN L POWELL | ||||||
| USA (RET), CHAIRMAN | 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 | |
| HE 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 | |
| THOMAS E BEACH | ||||||
| TRUSTEE | 2.20 | Yes (X) | $0 | $0 | $0 | |
| RICHARD P BROWN JRESQ | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| W THACHER BROWN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW M BURSKY | ||||||
| TRUSTEE | 0.80 | Yes (X) | $0 | $0 | $0 | |
| KIMBALL C CHEN | ||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | |
| DEREK CHILVERS | ||||||
| TRUSTEE/CHAIR ADMIN/FIN COMTE | 2.60 | Yes (X) | $0 | $0 | $0 | |
| CHARLES E COBB JR | ||||||
| TRUSTEE/CHAIR INVESTMT COMTE | 1.80 | Yes (X) | $0 | $0 | $0 | |
| CLIFFORD D CORSO | ||||||
| TRUSTEE | 0.10 | Yes (X) | $0 | $0 | $0 | |
| EDGAR M CULLMAN JR | ||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | |
| SULEYMAN DEMIREL | ||||||
| TRUSTEE | 0.20 | 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 | |
| ROGER A ENRICO | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| CONRADO ETCHEBARNE | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| THEODORE FRIEND III | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACK GOLDEN | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| LINDA GOODEN | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| MIKE GOODRICH | ||||||
| TRUSTEE/CHAIR NOMINA. COMTE. | 1.60 | Yes (X) | $0 | $0 | $0 | |
| MARK GRIER | ||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | |
| HARRY HALLORAN | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| NATHAN HAYWARD III | ||||||
| TREASURER | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHOW-CHUNG HO | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| JAMES W HOVEY | ||||||
| VICE CHAIRMAN | 1.20 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| F RICHARD HSU | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| 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 | |
| RICHARD KRASNO | ||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | |
| MATT MANDERS | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| DAVID C MANKE | ||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | |
| JAMES L MCCABE | ||||||
| TRUSTEE/CHAIR AUDIT COMTE | 2.60 | Yes (X) | $0 | $0 | $0 | |
| SUZANNE M MCCARRON | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| JOHN F MCDONNELL | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| VICTOR J MENEZES | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| EDWARD L MONSER | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| JOHN MOORE | ||||||
| TRUSTEE | 0.20 | 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 | |
| BEN SANGARI | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| LT GEN BRENT SCOWCROFT | ||||||
| USAF (RET), TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| JOEL S SPIRA | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN D STEINOUR | ||||||
| TRUSTEE | 0.60 | Yes (X) | $0 | $0 | $0 | |
| H PATRICK SWYGERT | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| MIKE TEMBREULL | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| ALFONSO VEGARA | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| HA WAGNER | ||||||
| TRUSTEE/CHAIR DEVELOP COMTE | 1.60 | Yes (X) | $0 | $0 | $0 | |
| RANDALL J WEISENBURGER | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| KEITH WHEELOCK | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| JOHN C WHITEHEAD | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| JAIME DE AYALA | ||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | |
| HON CHRISTINE TODD WHITMAN | ||||||
| TRUSTEE/CHAIR EXEC COMTE | 1.60 | Yes (X) | $0 | $0 | $0 | |
| JOHN S WOLF | ||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $271,707 | $0 | $13,440 |
| DANIEL GEISLER | ||||||
| VICE PRESIDENT | 40.00 | Yes (X) | $181,891 | $0 | $25,554 | |
| STEPHANIE S GROPP | ||||||
| SECRETARY/DIR OF FINANCE/ADMIN | 30.00 | Yes (X) | $78,658 | $0 | $26,976 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $532,256 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $65,970 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | 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 | $3,965,538 | AllOtherContributionsAmt |
| Noncash Contributions | $201,647 | NoncashContributionsAmt |
| Total Contributions | $3,965,538 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $742,940 | TotalRevenueColumnAmt |
| Exclusion | $742,940 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,422,803 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,826,267 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,596,536 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,596,536 | TotalRevenueColumnAmt |
| Exclusion | $5,596,536 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,305,014 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,339,476 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,000 | TotalAmt |
| Program Services | $25,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,000 | TotalAmt |
| Program Services | $45,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $606,835 | TotalAmt |
| Program Services | $267,388 | ProgramServicesAmt |
| Management And General | $181,646 | ManagementAndGeneralAmt |
| Fundraising | $157,801 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,134,337 | TotalAmt |
| Program Services | $943,403 | ProgramServicesAmt |
| Management And General | $125,081 | ManagementAndGeneralAmt |
| Fundraising | $65,853 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,633 | TotalAmt |
| Program Services | $18,261 | ProgramServicesAmt |
| Management And General | $7,475 | ManagementAndGeneralAmt |
| Fundraising | $11,897 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,807 | TotalAmt |
| Program Services | $195,002 | ProgramServicesAmt |
| Management And General | $14,049 | ManagementAndGeneralAmt |
| Fundraising | $14,756 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,816 | TotalAmt |
| Program Services | $64,151 | ProgramServicesAmt |
| Management And General | $31,657 | ManagementAndGeneralAmt |
| Fundraising | $8,008 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,256 | TotalAmt |
| Program Services | $142,545 | ProgramServicesAmt |
| Management And General | $21,656 | ManagementAndGeneralAmt |
| Fundraising | $58,055 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,172 | TotalAmt |
| Program Services | $112,753 | ProgramServicesAmt |
| Management And General | $16,206 | ManagementAndGeneralAmt |
| Fundraising | $5,213 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,542 | TotalAmt |
| Program Services | $65,282 | ProgramServicesAmt |
| Management And General | $8,260 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,412 | TotalAmt |
| Program Services | $11,971 | ProgramServicesAmt |
| Management And General | $4,441 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,268,007 | TotalAmt |
| Program Services | $1,241,321 | ProgramServicesAmt |
| Management And General | $1,598 | ManagementAndGeneralAmt |
| Fundraising | $25,088 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $487,079 | TotalAmt |
| Program Services | $446,881 | ProgramServicesAmt |
| Management And General | $23,731 | ManagementAndGeneralAmt |
| Fundraising | $16,467 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,639 | TotalAmt |
| Program Services | $76,570 | ProgramServicesAmt |
| Management And General | $24,069 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,263 | TotalAmt |
| Program Services | $38,829 | ProgramServicesAmt |
| Management And General | $7,160 | ManagementAndGeneralAmt |
| Fundraising | $7,274 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total | $36,678 | TotalAmt |
| Program Services | $19,972 | ProgramServicesAmt |
| Management And General | $12,322 | ManagementAndGeneralAmt |
| Fundraising | $4,384 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,568,476 | TotalAmt |
| Program Services | $3,714,329 | ProgramServicesAmt |
| Management And General | $479,351 | ManagementAndGeneralAmt |
| Fundraising | $374,796 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,392 | BOYAmt |
| EOY | $818,792 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,263,726 | BOYAmt |
| EOY | $24,622,099 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331,500 | BOYAmt |
| EOY | $1,448,172 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,068 | BOYAmt |
| EOY | $67,068 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,560,183 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $879,010 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,730,575 | BOYAmt |
| EOY | $2,681,173 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,854,170 | BOYAmt |
| EOY | $7,031,150 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,205,251 | BOYAmt |
| EOY | $4,139,189 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,469,197 | BOYAmt |
| EOY | $8,241,211 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,511,879 | BOYAmt |
| EOY | $49,048,854 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,492 | BOYAmt |
| EOY | $176,931 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,492 | BOYAmt |
| EOY | $176,931 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,513,950 | BOYAmt |
| EOY | $36,088,861 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,001 | BOYAmt |
| EOY | $353,612 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,478,436 | BOYAmt |
| EOY | $12,429,450 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,391,387 | BOYAmt |
| EOY | $48,871,923 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,511,879 | BOYAmt |
| EOY | $49,048,854 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,736,538 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,028,016 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$227,986 | 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 | $2,354,077 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,203,406 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,854,358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,125,123 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,965,538 | CurrentTaxYearAmt |
| Total | $13,502,502 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,354,077 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,203,406 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,854,358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,125,123 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,965,538 | CurrentTaxYearAmt |
| Total | $13,502,502 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,603,064 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,899,438 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $603,116 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $891,648 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $890,188 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $833,996 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $742,940 | CurrentTaxYearAmt |
| Total | $3,961,888 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,073 | CurrentTaxYearMinus4YearsAmt |
| Total | $7,073 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,421 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $7,500 | CurrentTaxYearMinus1YearAmt |
| Total | $61,350 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,532,813 | TotalSupportAmt |
| Public Support CY170 | 0.62170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63990 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,745,224 | BeginningYearBalanceAmt |
| Contributions | $695,996 | ContributionsAmt |
| Investment Earnings Or Losses | $4,086,013 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,224,603 | OtherExpendituresAmt |
| End Year Balance | $32,302,630 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,710,472 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,910,881 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $876,129 | OtherExpendituresAmt |
| End Year Balance | $28,745,224 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.91000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.09000 | 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 | $2,358,131 | OtherCostOrOtherBasisAmt |
| Depreciation | $469,944 | DepreciationAmt |
| Book Value | $1,888,187 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $478,444 | OtherCostOrOtherBasisAmt |
| Depreciation | $409,066 | DepreciationAmt |
| Book Value | $69,378 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,681,173 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS | Desc |
| Book Value | $4,139,189 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,139,189 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN FEDERAL TRUST | Desc |
| Book Value | $8,241,211 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,241,211 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,049,012 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,028,016 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$227,986 | OtherRevenueAmt |
| Revenue Not Reported | -$1,256,002 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,305,014 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,305,014 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,568,476 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,568,476 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,568,476 | 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 AND THE STANDARD HAD NO IMPACT ON EF'S FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN FEDERAL TRUST -227,986. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | INVESTMENTS | $1,144,000 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | $52,305 | FOR FELLOWSHIP NETWORK EVENTS. |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | FUNDRAISING | ||
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | $5,000 | FOR FELLOWSHIP NETWORK EVENTS. |
| EAST ASIA AND THE PACIFIC | 0 | 0 | FUNDRAISING | ||
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | FUNDRAISING | ||
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | $35,093 | FOR FELLOWSHIP NETWORK EVENTS. |
| SUB-SAHARAN AFRICA | 0 | 0 | FUNDRAISING | ||
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | $2,530 | FOR FELLOWSHIP NETWORK EVENTS. |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | $20,020 | FOR FELLOWSHIP NETWORK EVENTS. |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | $26,793 | 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 | $1,236,398 | SubtotalSpentAmt |
| Continuation Spent | $49,343 | ContinuationSpentAmt |
| Total Spent | $1,285,741 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | FOR CONSEQUENTIAL OUTCOMES GRANT. | $25,000 | WIRE TRANSFER | FMV |
| SOUTH ASIA | FOR CONSEQUENTIAL OUTCOMES GRANT. | $10,000 | WIRE TRANSFER | FMV |
| EUROPE (INCLUDING ICELAND & GREENLAND) | FOR CONSEQUENTIAL OUTCOMES GRANT. | $10,000 | WIRE TRANSFER | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 1 | 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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILCO ELECTRONIC SYSTEMS INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1035 CAMPHILL ROAD | AddressLine1 |
| City | FT WASHINGTON | City |
| State | PA | State |
| ZIP Code | 19034 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 232032228 | RecipientEIN |
| Cash Grant | $25,000 | CashGrantAmt |
| Purpose Of Grant | FOR CONSEQUENTIAL OUTCOMES GRANT. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
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) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN S WOLF | ||||||||||||||
| PRESIDENT | $270,945 | $0 | $0 | $0 | $762 | $0 | $7,650 | $0 | $5,790 | $0 | $285,147 | $0 | $0 | $0 |
| DANIEL GEISLER | ||||||||||||||
| VICE PRESIDENT | $181,633 | $0 | $0 | $0 | $258 | $0 | $5,546 | $0 | $20,008 | $0 | $207,445 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $201,647 | 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 | FAMILY RELATIONSHIPS AMONG TRUSTEES [1] DAVID EISENHOWER, TRUSTEE AND SUSAN EISENHOWER, TRUSTEE ARE BROTHER AND SISTER. [2] JOHN MOORE, TRUSTEE AND STEPHANIE S. GROPP, DIR. OF FINANCE/ADMIN ARE BROTHER AND SISTER IN-LAW. |
| 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 OFFICER COMPENSATION IS SET BY THE EXECUTIVE COMMITTEE CHAIR FOLLOWING DISCUSSION AND APPROVAL BY THE AD HOC COMMITTEE OF THE EXECUTIVE COMMITTEE (VICE CHAIRMAN AND CHAIRS OF THE ADMIN/FINANCE, DEVELOPMENT AND NOMINATING COMMITTEE) AND FOLLOWING DISCUSSIONS IN THE EXECUTIVE COMMITTEE IN EXECUTIVE SESSION. |
| 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 -227,986. |
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