2011-11-11T13:34:39-06:00 2010-12-31 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990 2010-01-01 231505095 EISENHOWER EXCHANGE FELLOWSHIPS INCORPORATED EISE 2155461738 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 JOHN S WOLF 2155461738 2011-11-11 1 MARIANNE MAK 2155677770 2010 2016-02-24 21:20:13Z JOHN S WOLF 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 11060201 0 X WWW.EFWORLD.ORG X 1953 PA A LEADERSHIP NETWORK WHERE COLLABORATION IS FOSTERING A MORE PROSPEROUS, JUST & PEACEFUL WORLD. 69 68 23 73 0 0 2354077 2203406 0 0 -3125427 378814 22294 14429 -749056 2596649 108634 0 0 0 1887328 1887927 0 0 377598 1611271 1877428 3607233 3765355 -4356289 -1168706 42403349 45084441 103054 191031 42300295 44893410 X EISENHOWER FELLOWSHIPS ENGAGES MID-CAREER LEADERS FROM AROUND THE WORLD TO ENHANCE THEIR PROFESSIONAL CAPABILITIES, BROADEN THEIR CONTACTS, DEEPEN THEIR PERSPECTIVES AND UNITE THEM IN A DIVERSE, GLOBAL NETWORK OF LEADERS COMMITTED TO BETTERING THE WORLD. 0 0 1008863 MULTI-NATION PROGRAM (MNP) -IN 2010, THE MNP PROGRAM BROUGHT TOGETHER 19 FELLOWS FROM 17 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. 884814 SINGLE NATION/REGION AND COMMON INTEREST PROGRAMS - IN 2010, THE WOMEN'S LEADERSHIP PROGRAM BROUGHT 19 FELLOWS FROM 14 COUNTRIES FOR INDIVIDUALIZED PROFESSIONAL AND LEADERSHIP ITINERARIES, AS WELL AS TO ADDRESS ISSUES OF COMMON INTEREST TO THEM AS WOMEN LEADERS. WITH THIS IN MIND, IN ADDITION TO INDIVIDUAL MEETINGS IN THEIR PROFESSIONAL FIELDS THEY PARTICIPATED IN GROUP ACTIVITES TO FOSTER DIALOGUE AND THE EXCHANGE OF IDEAS ON CHALLENGES AND OPPORTUNITIES FOR WOMEN IN LEADERSHIP. 687196 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. 377715 USA FELLOWS - IN 2010, EIGHT MID-CAREER LEADERS TRAVELED TO AUSTRALIA, IRELAND, ARGENTINA, BRAZIL, CHILE, CHINA, SPAIN AND SINGAPORE FOR A PERIOD OF FOUR TO FIVE WEEKS UNDER THE USA PROGRAM TO MEET WITH SENIOR OFFICIALS FROM GOVERNMENT, INDUSTRY, AND THE NOT-FOR-PROFIT SECTOR IN ORDER TO BROADEN THEIR PROFESSIONAL PERSPECTIVES. IN ADDITION, ONE U.S. FARMER TRAVELED TO INDIA AND THE EUROPEAN COMMISSION UNDER THE USA AGRICULTURAL PROGRAM TO EXAMINE INTERNATIONAL TRADE AND FOOD SAFETY ISSUES. 377715 2958588 1 1 0 0 0 0 0 0 1 1 0 0 1 0 0 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 8 0 23 1 0 1 EI 0 0 0 1 1 0 0 0 0 X 69 68 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 1.00 X X 0 0 0 JAMES W HOVEY 1.00 X X 0 0 0 JAMES L MCCABE 1.00 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 DOUGLAS A ALEXANDER 0.20 X 0 0 0 H JESSIE ARNELLE 0.20 X 0 0 0 WILLIAM L ATWELL 0.20 X 0 0 0 THOMAS E BEACH 2.00 X 0 0 0 H IBRAHIM BODUR PHD 0.20 X 0 0 0 RICHARD P BROWN JRESQ 0.40 X 0 0 0 W THACHER BROWN 0.40 X 0 0 0 ANDREW M BURSKY 0.40 X 0 0 0 MORRIS CHANG PHD 0.20 X 0 0 0 KIMBALL C CHEN 1.00 X 0 0 0 DEREK CHILVERS 2.00 X 0 0 0 GINA LIN CHU 0.20 X 0 0 0 CHARLES E COBB JR 0.40 X 0 0 0 EDGAR CULLMAN JR 0.20 X 0 0 0 FLORENCE A DAVIS 0.20 X 0 0 0 SULEYMAN DEMIREL 0.20 X 0 0 0 DAVID EISENHOWER 0.20 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 JR 0.20 X 0 0 0 THEODORE FRIEND 0.40 X 0 0 0 ORIT GADIESH 0.20 X 0 0 0 LINDA GOODEN 0.20 X 0 0 0 MIKE GOODRICH 1.00 X 0 0 0 EVAN GREENBERG 0.20 X 0 0 0 MARK GRIER 0.40 X 0 0 0 RAJIV L GUPTA 0.20 X 0 0 0 H EDWARD HANWAY 0.20 X 0 0 0 NATHAN HAYWARD III 1.00 X 0 0 0 F RICHARD HSU PHD 0.20 X 0 0 0 RICHARD ILL 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 M KRASNO PHD 0.40 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 0.40 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 MICHAEL RHOADS 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 0.40 X 0 0 0 MITCHELL SONKIN 0.20 X 0 0 0 JOEL S SPIRA 0.20 X 0 0 0 STEPHEN D STEINOUR 0.40 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 1.00 X 0 0 0 KEITH WHEELOCK 0.20 X 0 0 0 JAMIE ZOBEL DE AYALA 0.20 X 0 0 0 HON CHRISTINE TODD WHITMAN 1.00 X 0 0 0 JOHN C WHITEHEAD 0.20 X 0 0 0 JOHN S WOLF 40.00 X X 255058 0 23579 DANIEL GEISLER 40.00 X 169124 0 28554 STEPHANIE S GROPP 30.00 X 73820 0 27918 498002 0 80051 2 0 1 0 0 50000 2153406 156534 2203406 891648 891648 7950718 8463552 -512834 -512834 -512834 OTHER 900099 14429 14429 14429 2596649 0 0 393243 568399 231916 212442 124041 935269 767100 40245 127924 43538 4814 23702 15022 234800 196435 8700 29665 105921 59008 31442 15471 19536 19160 376 142744 112284 22014 8446 115147 100685 14462 16061 11934 4127 900025 876078 1547 22400 431535 392421 14039 25075 107909 82942 24967 41801 27566 7016 7219 MISCELLANEOUS 54427 35531 16937 1959 PROFESSIONAL FEES 48243 40714 7529 0 3765355 2958588 429169 377598 1058003 797644 870548 2161153 1471922 735180 57132 70647 3444767 591050 2923238 2853717 25744633 28167223 2130043 1974254 8147830 8324623 42403349 45084441 103054 191031 103054 191031 X 29854455 33093003 1288771 466545 11157069 11333862 42300295 44893410 42403349 45084441 X -1168706 3761821 X 0 1 1 X 0 X 7591667 2374811 2603483 2354077 2203406 17127444 7591667 2374811 2603483 2354077 2203406 17127444 2325058 14802386 1207973 1545740 1075221 603116 891648 5323698 69765 21473 7073 98311 627959 217340 39421 14429 899149 23448602 0.63130 0.67170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28745224 695996 4086013 1224603 32302630 23710472 5910881 876129 28745224 36688478 2003592 -13107300 1874298 23710472 0.91000 0.09000 0 0 723608 723608 2364037 286856 2077181 357122 304194 52928 0 2853717 BENEFICIAL INTEREST IN FEDERAL TRUST 8324623 8324623 2596649 3765355 -1168706 3585028 176793 3761821 2593115 6358470 3585028 176793 3761821 2596649 0 2596649 3765355 0 3765355 0 3765355 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: INTENDED USE OF ENDOWMENT FUNDS TO SUPPORT THE ORGANIZATION'S PROGRAMS AND OPERATIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: UNCERTAIN TAX POSITIONS UNDER FIN 48 THE ORGANIZATION BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS UNDER FIN 48 AND, AS A RESULT, THE ADOPTION OF THE NEW STANDARD HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN FEDERAL TRUST 176,793. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN FEDERAL TRUST 176,793. EAST ASIA AND THE PACIFIC 0 0 FUNDRAISING 0 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES FOR FELLOWSHIP NETWORK EVENTS. 29125 EUROPE 0 0 FUNDRAISING 0 EUROPE 0 0 PROGRAM SERVICES FOR FELLOWSHIP NETWORK EVENTS. 5040 MIDDLE EAST AND NORTH AFRICA 0 0 FUNDRAISING 0 RUSSIA AND THE NEWLY INDEPENDENT STATES 0 0 FUNDRAISING 0 RUSSIA AND THE NEWLY INDEPENDENT STATES 0 0 PROGRAM SERVICES FOR FELLOWSHIP NETWORK EVENTS. 6135 SOUTH AMERICA 0 0 FUNDRAISING 0 SOUTH AMERICA 0 0 PROGRAM SERVICES FOR FELLOWSHIP NETWORK EVENTS. 36918 0 0 0 40300 36918 77218 0 0 0 1 0 0 X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JOHN S WOLF 243914 0 0 0 11144 0 7350 0 16229 0 278637 0 0 0 DANIEL GEISLER 169124 0 0 0 0 0 5244 0 23310 0 197678 0 0 0 X 3 126353 FMV @ TRANSFER DATE 0 0 1 THIRD PARTY USE: PART I, LINE 32B: UPON WRITTEN INSTRUCTION BY THE CHAIRMAN OF THE INVESTMENT COMMITTEE, THE ORGANIZATION'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 MICHAEL RHOADS ARE BROTHERS-IN-LAW. FORM 990, PART VI, SECTION B, LINE 11 GOVERNING BODY REVIEW OF FORM 990 THE FINANCE AND ADMINISTRATION COMMITTEE REVIEWS THE FORM 990 AND PRESENTS IT TO THE EXECUTIVE COMMITTEE FOR APPROVAL. ONCE APPROVED, A COPY OF THE RETURN WILL BE 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 THE ORGANIZATION'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 THE ORGANIZATION POSTS ITS FORM 990, AUDITED FINANCIAL STATEMENTS, ANNUAL BUSINESS PLAN AND CONFLICT OF INTEREST POLICY ON ITS WEBSITE. THE ORGANIZATION'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 GAINS ON INVESTMENTS: 3,585,028. CHANGE IN VALUE OF BENEFICIAL INTEREST IN FEDERAL TRUST 176,793. TOTAL TO FORM 990, PART XI, LINE 5: 3,761,821.