2012-11-07T12:33:13-06:00 2011-12-31 232896692 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990 2011-01-01 231505095 EISENHOWER EXCHANGE FELLOWSHIPS INCORPORATED EISE 2155461738 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 JOHN S WOLF 2155461738 2012-11-05 1 MARIANNE MAK P00297744 2155677770 2012-11-07 2011 2016-02-24 21:20:13Z JOHN S WOLF 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 16833695 0 X WWW.EFWORLD.ORG X 1953 PA A LEADERSHIP NETWORK WHERE COLLABORATION IS FOSTERING A MORE PROSPEROUS, JUST & PEACEFUL WORLD. 71 70 21 75 0 0 2203406 2854358 0 0 378814 2034199 14429 0 2596649 4888557 0 0 0 0 1887927 1912870 0 0 338302 1877428 2000229 3765355 3913099 -1168706 975458 45084441 43140683 191031 151506 44893410 42989177 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 973067 MULTI-NATION PROGRAM (MNP) -IN 2011, THE MNP PROGRAM BROUGHT TOGETHER 19 FELLOWS FROM 19 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. 927367 SINGLE NATION/REGION AND COMMON INTEREST PROGRAMS - IN 2011, THE NORTHEAST ASIA REGIONAL PROGRAM BROUGHT TOGETHER 17 FELLOWS FROM CHINA, CHINA (TAIWAN), JAPAN, KOREA, AND MONGOLIA 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 NORTHEAST ASIA AND ITS COOPERATION WITH THE UNITED STATES. WITH THIS IN MIND, IN ADDITION TO INDIVIDUALMEETINGS IN THEIR PROFESSIONAL FIELDS THEY PARTICIPATED IN GROUP MEETINGS AND ACTIVITIES DESIGNED TO FOSTER DIALOGUE AND CHALLENGES AND OPPORTUNITIES IN THE REGION. 756633 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 ORGANIZATIONS. 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. 464742 USA FELLOWS - IN 2011, ELEVEN MID-CAREER LEADERS TRAVELED TO BRAZIL, CHINA, INDIA, INDONESIA, IRELAND, KENYA, MALAYSIA, THE PHILIPPINES, SINGAPORE, SOUTH AFRICA, AND SWEDEN 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 IN AGRICULTURE TRAVELED ABROAD, ONE TO ARGENTINA TO LOOK AT PRECISION AGRICULTURE, AND THE OTHER TO AUSTRALIA AND NEW ZEALAND TO LOOK AT PREVENTION AND TREATMENT OF DISEASE IN THE DAIRY INDUSTRY. 464742 3121809 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 0 0 0 1 0 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 0 1 12 0 21 1 0 0 0 0 0 1 1 0 0 0 0 X 71 70 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 1.60 X X 0 0 0 JAMES L MCCABE 2.80 X X 0 0 0 MADELEINE K ALBRIGHT 0.20 X 0 0 0 HE AMR A AL-DABBAGH 0.20 X 0 0 0 H JESSE ARNELLE 0.60 X 0 0 0 WILLIAM L ATWELL 0.20 X 0 0 0 THOMAS E BEACH 3.00 X 0 0 0 H IBRAHIM BODUR 0.20 X 0 0 0 RICHARD P BROWN JRESQ 0.60 X 0 0 0 W THACHER BROWN 1.40 X 0 0 0 ANDREW M BURSKY 0.20 X 0 0 0 MORRIS CHANG PHD 0.20 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 0.20 X 0 0 0 EDGAR M CULLMAN JR 0.20 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 1.40 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 EVAN G GREENBERG 0.20 X 0 0 0 MARK GRIER 0.60 X 0 0 0 RAJIV L GUPTA 0.20 X 0 0 0 HARRY HALLORAN 0.20 X 0 0 0 H EDWARD HANWAY 0.20 X 0 0 0 NATHAN HAYWARD III 2.40 X 0 0 0 SHOW-CHUNG HO 0.20 X 0 0 0 F RICHARD HSU 0.20 X 0 0 0 RICHARD ILL 0.20 X 0 0 0 FATIH KARAMANCI 0.20 X 0 0 0 NEMIR A KIRDAR 0.20 X 0 0 0 JAY KISLAK 0.20 X 0 0 0 JEFFREY L S KOO 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 JONATHAN MURRAY 0.60 X 0 0 0 ELIA C NUQUL 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 MIKE RHOADS 0.20 X 0 0 0 FERIT SAHENK 0.20 X 0 0 0 RAVI K SALIGRAM 0.20 X 0 0 0 BEN SANGARI 0.20 X 0 0 0 LT GEN BRENT SCOWCROFT 0.20 X 0 0 0 W LLOYD SNYDER III 0.20 X 0 0 0 MITCHELL SONKIN 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 JOHN L THORNTON 0.20 X 0 0 0 ALFONSO VEGARA 0.20 X 0 0 0 HA WAGNER 1.60 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 262574 0 13341 DANIEL GEISLER 40.00 X 174599 0 35625 STEPHANIE S GROPP 30.00 X 73774 0 26263 510947 0 75229 2 0 1 0 0 2854358 246847 2854358 890188 890188 13089149 11945138 1144011 1144011 1144011 4888557 0 0 2034199 579730 258675 177670 143385 925770 778788 69875 77107 58005 36174 11707 10124 245020 189776 33610 21634 104345 61634 29642 13069 135030 104933 17624 12473 119032 94113 19170 5749 62782 53199 9583 17753 13241 4512 1021007 987583 1462 31962 440613 397233 29175 14205 113381 87872 25509 44067 30002 6846 7219 MISCELLANEOUS 46564 28586 16603 1375 3913099 3121809 452988 338302 797644 810660 2161153 1205139 735180 941097 70647 57874 3480071 701590 2853717 2778481 28167223 21445047 1974254 7354465 8324623 8547920 45084441 43140683 191031 151506 191031 151506 X 33093003 30779203 466545 652815 11333862 11557159 44893410 42989177 45084441 43140683 X 975458 -2879691 X 0 1 1 X 0 X 2374811 2603483 2354077 2203406 2854358 12390135 2374811 2603483 2354077 2203406 2854358 12390135 1343150 11046985 1545740 1075221 603116 891648 890188 5005913 21473 7073 28546 627959 217340 39421 14429 899149 18323743 0.60290 0.63130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32302630 2360000 -3213197 1444782 30004651 28745224 695996 4086013 1224603 32302630 23710472 5910881 876129 28745224 36688478 2003592 -13107300 1874298 23710472 0.90000 0.10000 0 0 723608 723608 2296361 327628 1968733 460102 373962 86140 0 2778481 LIMITED PARTNERSHIPS 7354465 F 7354465 BENEFICIAL INTEREST IN FEDERAL TRUST 8547920 8547920 4888557 3913099 975458 -3102988 223297 -2879691 -1904233 2008866 -3102988 223297 -2879691 4888557 0 4888557 3913099 0 3913099 0 3913099 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: UNCERTAIN TAX POSITIONS UNDER FIN 48 EF BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS UNDER FIN 48 AND, AS A RESULT, THE ADOPTION OF THE STANDARD HAS HAD NO IMPACT ON EF'S FINANCIAL STATEMENTS. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN FEDERAL TRUST 223,297. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN FEDERAL TRUST 223,297. CENTRAL AMERICA AND THE CARIBBEAN 0 0 FUNDRAISING CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES FOR FELLOWSHIP NETWORK EVENTS. 4500 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 4318933 EAST ASIA AND THE PACIFIC 0 0 FUNDRAISING EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES FOR FELLOWSHIP NETWORK EVENTS. 47462 EUROPE 0 0 FUNDRAISING EUROPE 0 0 PROGRAM SERVICES FOR FELLOWSHIP NETWORK EVENTS. 19084 MIDDLE EAST AND NORTH AFRICA 0 0 FUNDRAISING SOUTH ASIA 0 0 PROGRAM SERVICES FOR FELLOWSHIP NETWORK EVENTS. 12900 SOUTH AMERICA 0 0 FUNDRAISING SOUTH AMERICA 0 0 PROGRAM SERVICES FOR FELLOWSHIP NETWORK EVENTS. 15771 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES FOR FELLOWSHIP NETWORK EVENTS. 19294 0 0 0 0 0 0 4389979 47965 4437944 0 0 0 1 0 0 1 X X X X 0 0 0 0 0 0 0 0 0 JOHN S WOLF 249887 0 0 0 12687 0 7350 0 5991 0 275915 0 0 0 DANIEL GEISLER 174577 0 0 0 22 0 16881 0 18744 0 210224 0 0 0 X 7 246847 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 AND SUSAN EISENHOWER ARE BROTHER AND SISTER. [2] W. LLOYD SNYDER III AND MIKE RHOADS ARE BROTHERS-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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -3,102,988. CHANGE IN VALUE OF BENEFICIAL INTEREST IN FEDERAL TRUST 223,297. TOTAL TO FORM 990, PART XI, LINE 5: -2,879,691.