2014-11-10T10:29:59-06:00 2013-12-31 232896692 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990 2013-01-01 231505095 EISENHOWER EXCHANGE FELLOWSHIPS INCORPORATED EISE 2155461738 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 GEORGE DE LAMA PRESIDENT 2155461738 2014-11-10 1 JENNIFER SOLOT P00749373 2155677770 2014-11-07 2013 2015-11-30 17:44:51Z GEORGE DE LAMA 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 32131281 0 X WWW.EFWORLD.ORG X 1953 PA A LEADERSHIP NETWORK WHERE COLLABORATION IS FOSTERING A MORE PROSPEROUS, JUST & PEACEFUL WORLD. 63 62 27 68 0 0 2125123 3965538 0 0 2972656 6339476 7500 0 5105279 10305014 25000 70000 0 0 1992521 2106428 0 0 374796 2327030 2392048 4344551 4568476 760728 5736538 44511879 49048854 120492 176931 44391387 48871923 X 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. 0 0 1209141 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. 1105431 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. 962298 70000 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. 437459 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. 437459 3714329 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 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 27 1 0 0 0 0 0 1 1 0 0 0 0 X 63 62 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), CHAIRMAN 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 HE 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 THOMAS E BEACH TRUSTEE 2.20 X 0 0 0 RICHARD P BROWN JRESQ TRUSTEE 0.20 X 0 0 0 W THACHER BROWN TRUSTEE 1.00 X 0 0 0 ANDREW M BURSKY TRUSTEE 0.80 X 0 0 0 KIMBALL C CHEN TRUSTEE 0.60 X 0 0 0 DEREK CHILVERS TRUSTEE/CHAIR ADMIN/FIN COMTE 2.60 X 0 0 0 CHARLES E COBB JR TRUSTEE/CHAIR INVESTMT COMTE 1.80 X 0 0 0 CLIFFORD D CORSO TRUSTEE 0.10 X 0 0 0 EDGAR M CULLMAN JR TRUSTEE 0.60 X 0 0 0 SULEYMAN DEMIREL TRUSTEE 0.20 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 ROGER A ENRICO TRUSTEE 0.20 X 0 0 0 CONRADO ETCHEBARNE TRUSTEE 0.20 X 0 0 0 THEODORE FRIEND III TRUSTEE 1.00 X 0 0 0 JACK GOLDEN TRUSTEE 0.20 X 0 0 0 LINDA GOODEN TRUSTEE 0.20 X 0 0 0 MIKE GOODRICH TRUSTEE/CHAIR NOMINA. COMTE. 1.60 X 0 0 0 MARK GRIER TRUSTEE 0.60 X 0 0 0 HARRY HALLORAN TRUSTEE 0.20 X 0 0 0 NATHAN HAYWARD III TREASURER 2.50 X X 0 0 0 SHOW-CHUNG HO TRUSTEE 0.20 X 0 0 0 JAMES W HOVEY VICE CHAIRMAN 1.20 X X 0 0 0 F RICHARD HSU TRUSTEE 0.20 X 0 0 0 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 RICHARD KRASNO TRUSTEE 0.60 X 0 0 0 MATT MANDERS TRUSTEE 0.20 X 0 0 0 DAVID C MANKE TRUSTEE 0.60 X 0 0 0 JAMES L MCCABE TRUSTEE/CHAIR AUDIT COMTE 2.60 X 0 0 0 SUZANNE M MCCARRON TRUSTEE 0.20 X 0 0 0 JOHN F MCDONNELL TRUSTEE 0.20 X 0 0 0 VICTOR J MENEZES TRUSTEE 0.20 X 0 0 0 EDWARD L MONSER TRUSTEE 0.20 X 0 0 0 JOHN MOORE TRUSTEE 0.20 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 BEN SANGARI TRUSTEE 0.20 X 0 0 0 LT GEN BRENT SCOWCROFT USAF (RET), TRUSTEE 0.20 X 0 0 0 JOEL S SPIRA TRUSTEE 0.20 X 0 0 0 STEPHEN D STEINOUR TRUSTEE 0.60 X 0 0 0 H PATRICK SWYGERT TRUSTEE 0.20 X 0 0 0 MIKE TEMBREULL TRUSTEE 0.20 X 0 0 0 ALFONSO VEGARA TRUSTEE 0.20 X 0 0 0 HA WAGNER TRUSTEE/CHAIR DEVELOP COMTE 1.60 X 0 0 0 RANDALL J WEISENBURGER TRUSTEE 0.20 X 0 0 0 KEITH WHEELOCK TRUSTEE 0.20 X 0 0 0 JOHN C WHITEHEAD TRUSTEE 0.20 X 0 0 0 JAIME DE AYALA TRUSTEE 0.20 X 0 0 0 HON CHRISTINE TODD WHITMAN TRUSTEE/CHAIR EXEC COMTE 1.60 X 0 0 0 JOHN S WOLF PRESIDENT 40.00 X X 271707 0 13440 DANIEL GEISLER VICE PRESIDENT 40.00 X 181891 0 25554 STEPHANIE S GROPP SECRETARY/DIR OF FINANCE/ADMIN 30.00 X 78658 0 26976 532256 0 65970 2 0 1 0 0 3965538 201647 3965538 742940 742940 27422803 21826267 5596536 5596536 5596536 10305014 0 0 6339476 25000 25000 45000 45000 606835 267388 181646 157801 1134337 943403 125081 65853 37633 18261 7475 11897 223807 195002 14049 14756 103816 64151 31657 8008 222256 142545 21656 58055 134172 112753 16206 5213 73542 65282 8260 16412 11971 4441 1268007 1241321 1598 25088 487079 446881 23731 16467 100639 76570 24069 53263 38829 7160 7274 MISCELLANEOUS 36678 19972 12322 4384 4568476 3714329 479351 374796 600392 818792 2263726 24622099 331500 1448172 57068 67068 3560183 879010 2730575 2681173 25854170 7031150 4205251 4139189 8469197 8241211 44511879 49048854 120492 176931 120492 176931 X 32513950 36088861 399001 353612 11478436 12429450 44391387 48871923 44511879 49048854 X 5736538 -1028016 -227986 X 0 1 X 1 0 X 2354077 2203406 2854358 2125123 3965538 13502502 2354077 2203406 2854358 2125123 3965538 13502502 2603064 10899438 603116 891648 890188 833996 742940 3961888 7073 7073 39421 14429 7500 61350 17532813 0.62170 0.63990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32323147 457771 4823481 1811961 35792438 30004651 3404867 809509 1895880 32323147 32302630 2360000 -3213197 1444782 30004651 28745224 695996 4086013 1224603 32302630 23710472 5910881 876129 28745224 0.91000 0.09000 0 0 723608 723608 2358131 469944 1888187 478444 409066 69378 2681173 LIMITED PARTNERSHIPS 4139189 F 4139189 BENEFICIAL INTEREST IN FEDERAL TRUST 8241211 8241211 X 9049012 -1028016 -227986 -1256002 10305014 0 10305014 4568476 0 4568476 0 4568476 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. 1 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS 1144000 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES FOR FELLOWSHIP NETWORK EVENTS. 52305 MIDDLE EAST AND NORTH AFRICA 0 0 FUNDRAISING CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES FOR FELLOWSHIP NETWORK EVENTS. 5000 EAST ASIA AND THE PACIFIC 0 0 FUNDRAISING EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 FUNDRAISING EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES FOR FELLOWSHIP NETWORK EVENTS. 35093 SUB-SAHARAN AFRICA 0 0 FUNDRAISING NORTH AMERICA 0 0 PROGRAM SERVICES FOR FELLOWSHIP NETWORK EVENTS. 2530 SOUTH AMERICA 0 0 PROGRAM SERVICES FOR FELLOWSHIP NETWORK EVENTS. 20020 SOUTH ASIA 0 0 PROGRAM SERVICES FOR FELLOWSHIP NETWORK EVENTS. 26793 0 0 0 0 0 0 1236398 49343 1285741 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, FOR CONSEQUENTIAL OUTCOMES GRANT. 25000 WIRE TRANSFER FMV SOUTH ASIA FOR CONSEQUENTIAL OUTCOMES GRANT. 10000 WIRE TRANSFER FMV EUROPE (INCLUDING ICELAND & GREENLAND) FOR CONSEQUENTIAL OUTCOMES GRANT. 10000 WIRE TRANSFER FMV 2 1 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. 1 WILCO ELECTRONIC SYSTEMS INC 1035 CAMPHILL ROAD FT WASHINGTON PA 19034 232032228 25000 FOR CONSEQUENTIAL OUTCOMES GRANT. 0 1 PART I, LINE 2: EF MONITORS THE USE OF ITS GRANT FUNDS BY REQUIRING THE RECIPIENTS TO SUBMIT A REPORT AT THE END OF THE GRANT PERIOD ON THE STATUS OF THEIR PROJECT AND TO STATE EXPECTED MEASURABLE RESULTS. 1 X X X X 0 0 0 0 0 0 0 0 0 JOHN S WOLF PRESIDENT 270945 0 0 0 762 0 7650 0 5790 0 285147 0 0 0 DANIEL GEISLER VICE PRESIDENT 181633 0 0 0 258 0 5546 0 20008 0 207445 0 0 0 X 7 201647 FMV @ TRANSFER DATE 0 0 0 0 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.