2013-11-04T10:01:18-06:00 2012-12-31 232896692 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990 2012-01-01 231505095 EISENHOWER EXCHANGE FELLOWSHIPS INCORPORATED EISE 2155461738 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 JOHN S WOLF 2155461738 2013-10-29 1 JENNIFER SOLOT CPA P00749373 2155677770 2012 2016-03-07 17:11:31Z JOHN S WOLF 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 14947657 0 X WWW.EFWORLD.ORG X 1953 PA A LEADERSHIP NETWORK WHERE COLLABORATION IS FOSTERING A MORE PROSPEROUS, JUST & PEACEFUL WORLD. 63 62 24 62 0 0 2854358 2125123 0 0 2034199 2972656 0 7500 4888557 5105279 0 25000 0 0 1912870 1992521 0 0 334458 2000229 2327030 3913099 4344551 975458 760728 43140683 44511879 151506 120492 42989177 44391387 X EISENHOWER FELLOWSHIPS (EF) 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 1071211 SINGLE NATION/REGION AND COMMON INTEREST PROGRAMS - IN 2012, THE SOUTH ASIA REGIONAL PROGRAM BROUGHT TOGETHER 21 FELLOWS FROM INDIA, PAKISTAN, SRI LANKA, AND BANGLADESH 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. 1012538 MULTI-NATION PROGRAM (MNP) -IN 2012, THE MNP PROGRAM BROUGHT TOGETHER 21 FELLOWS FROM 20 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. 998537 25000 FELLOWSHIP NETWORK - FOSTERS CONNECTIONS AMONG ALUMNI BOTH WITHIN COUNTRIES AND REGIONS AND AROUND THE GLOBE. 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 GENERAL OUTLINE 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 PUT INTO EFFECT BY AUTHORIZED STAFF. 497158 USA FELLOWS - IN 2012, SEVEN MID-CAREER LEADERS TRAVELED TO AUSTRALIA, BELGIUM, BRAZIL, CHINA, FINLAND, GERMANY, INDIA, INDONESIA, KOREA, PHILIPPINES, SINGAPORE, SRI LANKA, SWEDEN, SWITZERLAND, TAIWAN, AND THAILAND 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, TWO AGRICULTURE PROFESSIONALS TRAVELED ABROAD, ONE TO CHINA, MONGOLIA AND THE PHILIPPINES, AND THE OTHER TO KENYA AND TURKEY TO BETTER UNDERSTAND LOCAL CHALLENGES IN AGRICULTURE AND EXCHANGE BEST PRACTICES. 497158 3579444 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 14 0 24 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 1.20 X X 0 0 0 JAMES W HOVEY 1.20 X X 0 0 0 JAMES L MCCABE 2.80 X X 0 0 0 MADELEINE K ALBRIGHT 0.20 X 0 0 0 MOHAMMED M AL-ARDHI 0.20 X 0 0 0 HE AMR A AL-DABBAGH 0.20 X 0 0 0 H JESSE ARNELLE 0.20 X 0 0 0 WILLIAM L ATWELL 0.20 X 0 0 0 ANINDYA BAKRIE 0.20 X 0 0 0 THOMAS E BEACH 3.00 X 0 0 0 RICHARD P BROWN JRESQ 0.20 X 0 0 0 W THACHER BROWN 1.00 X 0 0 0 ANDREW M BURSKY 0.60 X 0 0 0 KIMBALL C CHEN 0.60 X 0 0 0 DEREK CHILVERS 2.60 X 0 0 0 CHARLES E COBB JR 1.00 X 0 0 0 CLIFFORD D CORSO 0.60 X 0 0 0 EDGAR M CULLMAN JR 0.60 X 0 0 0 SULEYMAN DEMIREL 0.20 X 0 0 0 DAVID EISENHOWER 0.60 X 0 0 0 SUSAN EISENHOWER 0.20 X 0 0 0 JEREMY K ELLIS 0.20 X 0 0 0 ROGER A ENRICO 0.20 X 0 0 0 CONRADO ETCHEBARNE 0.20 X 0 0 0 THEODORE FRIEND III 1.00 X 0 0 0 JACK GOLDEN 0.20 X 0 0 0 LINDA GOODEN 0.20 X 0 0 0 MIKE GOODRICH 1.60 X 0 0 0 MARK GRIER 0.60 X 0 0 0 HARRY HALLORAN 0.20 X 0 0 0 NATHAN HAYWARD III 2.00 X 0 0 0 SHOW-CHUNG HO 0.20 X 0 0 0 F RICHARD HSU 0.20 X 0 0 0 FATIH KARAMANCI 0.20 X 0 0 0 JOHN W KEOGH 0.20 X 0 0 0 NEMIR A KIRDAR 0.20 X 0 0 0 JAY KISLAK 0.20 X 0 0 0 RICHARD KRASNO 0.60 X 0 0 0 DAVID C MANKE 0.20 X 0 0 0 SUZANNE M MCCARRON 0.20 X 0 0 0 JOHN F MCDONNELL 0.20 X 0 0 0 VICTOR J MENEZES 0.20 X 0 0 0 EDWARD L MONSER 0.20 X 0 0 0 JOHN MOORE 0.20 X 0 0 0 JONATHAN MURRAY 0.20 X 0 0 0 BERNARD POUSSOT 0.20 X 0 0 0 JAY R PRYOR 0.20 X 0 0 0 ROBERT L REYNOLDS 0.20 X 0 0 0 FERIT SAHENK 0.20 X 0 0 0 BEN SANGARI 0.20 X 0 0 0 LT GEN BRENT SCOWCROFT 0.20 X 0 0 0 JOEL S SPIRA 0.20 X 0 0 0 STEPHEN D STEINOUR 0.60 X 0 0 0 H PATRICK SWYGERT 0.20 X 0 0 0 MIKE TEMBREULL 0.20 X 0 0 0 ALFONSO VEGARA 0.20 X 0 0 0 HA WAGNER 1.60 X 0 0 0 RANDALL J WEISENBURGER 0.20 X 0 0 0 KEITH WHEELOCK 0.20 X 0 0 0 JOHN C WHITEHEAD 0.20 X 0 0 0 JAMIE AUGUSTO ZOBEL DE AYALA II 0.20 X 0 0 0 HON CHRISTINE TODD WHITMAN 1.60 X 0 0 0 JOHN S WOLF 40.00 X X 271256 0 12833 DANIEL GEISLER 40.00 X 185148 0 24205 STEPHANIE S GROPP 30.00 X 78842 0 25428 MARK CARNESI 40.00 X 106841 0 21724 642087 0 84190 3 0 1 0 0 2125123 180579 2125123 833996 833996 11981038 9842378 2138660 2138660 2138660 OTHER INCOME 900099 7500 7500 7500 5105279 0 0 2980156 25000 25000 581526 264508 169961 147057 1009742 839728 71580 98434 52818 25781 10699 16338 246822 196334 32365 18123 101613 64407 30826 6380 127134 105067 19922 2145 124043 108836 10424 4783 57186 50300 6886 14466 11306 3160 1221369 1201426 2178 17765 564165 526762 20437 16966 111787 90400 21387 50449 39420 6221 4808 MISCELLANEOUS 56431 30169 24603 1659 4344551 3579444 430649 334458 810660 600392 1205139 2263726 941097 331500 57874 57068 3543952 813377 2778481 2730575 21445047 25854170 7354465 4205251 8547920 8469197 43140683 44511879 151506 120492 151506 120492 X 30779203 32513950 652815 399001 11557159 11478436 42989177 44391387 43140683 44511879 760728 641482 0 X 0 1 X 1 0 X 2603483 2354077 2203406 2854358 2125123 12140447 2603483 2354077 2203406 2854358 2125123 12140447 1440552 10699895 1075221 603116 891648 890188 833996 4294169 7073 7073 217340 39421 14429 7500 278690 16720379 0.63990 0.60290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30004651 3404867 809509 1895880 32323147 32302630 2360000 -3213197 1444782 30004651 28745224 695996 4086013 1224603 32302630 23710472 5910881 876129 28745224 36688478 2003592 -13107300 1874298 23710472 0.09000 0.91000 0 0 723608 723608 2347931 399175 1948756 472413 414202 58211 2730575 LIMITED PARTNERSHIPS 4205251 F 4205251 BENEFICIAL INTEREST IN FEDERAL TRUST 8469197 8469197 X 5746761 720205 -78723 641482 5105279 0 5105279 4344551 0 4344551 0 4344551 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: INTENDED USE OF ENDOWMENT FUNDS TO SUPPORT EF'S PROGRAMS AND OPERATIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 -78,723. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1947000 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES FOR FELLOWSHIP NETWORK EVENTS. 29980 EAST ASIA AND THE PACIFIC 0 0 FUNDRAISING EUROPE 0 0 PROGRAM SERVICES FOR FELLOWSHIP NETWORK EVENTS. 6200 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS 903000 EUROPE 0 0 FUNDRAISING SOUTH ASIA 0 0 PROGRAM SERVICES FOR FELLOWSHIP NETWORK EVENTS. 72527 MIDDLE EAST AND NORTH AFRICA 0 0 FUNDRAISING SOUTH AMERICA 0 0 PROGRAM SERVICES FOR FELLOWSHIP NETWORK EVENTS. 10000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES 5000 0 0 0 0 0 0 2958707 15000 2973707 EAST ASIA AND THE PACIFIC FOR CONSEQUENTIAL OUTCOMES GRANT. 25000 WIRE TRANSFER FMV 1 0 0 0 0 0 1 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: EF MONITORS THE USE OF ITS GRANTS FUNDS BY REQUIRING THE RECIPIENTS TO SUBMIT A REPORT AT THE END OF THE GRANT PERIOD ON THE STATUS OF THEIR PROJECT AND TO PROJECT THEIR FUTURE TRAJECTORY AND MEASURABLE RESULTS. 1 X X X X 0 0 0 0 0 0 0 0 0 JOHN S WOLF 250000 0 12500 0 8756 0 7500 0 5333 0 284089 0 0 0 DANIEL GEISLER 176086 0 8804 0 258 0 5554 0 18651 0 209353 0 0 0 X 5 180579 FMV @ TRANSFER DATE 0 0 0 1 THIRD PARTY USE: PART I, LINE 32B: UPON WRITTEN INSTRUCTION BY THE CHAIRMAN OF THE INVESTMENT COMMITTEE, EF'S DIRECTOR OF FINANCE/ADMIN INITIATES THE SALE OF ITS NON-CASH CONTRIBUTIONS DEPOSITED INTO ITS BROKERAGE FIRM ACCOUNT DURING THE ORDINARY COURSE OF BUSINESS. 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.