STRATEGY STUDIO / PUBLIC DATA EXPLORER

EISENHOWER EXCHANGE FELLOWSHIPS INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
EISENHOWER EXCHANGE FELLOWSHIPS INC (EIN 23-1505095)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-12
IRS object ID
202413179349304746
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-12T12:29:31-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222027092PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11835 MARKET STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231505095EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EISENHOWER EXCHANGE FELLOWSHIPSBusinessNameLine1Txt
Business Name Line2INCORPORATEDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlEISEBusinessNameControlTxt
Phone2155461738PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 SOUTH 16TH STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE DE LAMAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2155461738PhoneNum
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonADAM WATSONPreparerPersonNm
PTINP01367206PTIN
Phone2155677770PhoneNum
Preparation2024-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGEORGE DE LAMAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 SOUTH 16TH STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,737,253GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.EFWORLD.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1953FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionA GLOBAL LEADERSHIP NETWORK THAT FOSTERS A MORE PEACEFUL, PROSPEROUS & JUST WORLD.ActivityOrMissionDesc
Voting Members Governing Body45VotingMembersGoverningBodyCnt
Voting Members Independent44VotingMembersIndependentCnt
Total Employee23TotalEmployeeCnt
Total Volunteers45TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,475,589PYContributionsGrantsAmt
CY Contributions Grants$4,041,612CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,453,710PYInvestmentIncomeAmt
CY Investment Income$2,497,760CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$5,929,299PYTotalRevenueAmt
CY Total Revenue$6,539,372CYTotalRevenueAmt
PY Grants And Similar Paid$1,862,335PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,670,427CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,013,233PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,838,824CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$499,630CYTotalFundraisingExpenseAmt
PY Other Expenses$1,331,725PYOtherExpensesAmt
CY Other Expenses$1,930,602CYOtherExpensesAmt
PY Total Expenses$6,207,293PYTotalExpensesAmt
CY Total Expenses$6,439,853CYTotalExpensesAmt
PY Revenues Less Expenses-$277,994PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$99,519CYRevenuesLessExpensesAmt
Total Assets BOY$57,471,085TotalAssetsBOYAmt
Total Assets EOY$61,102,769TotalAssetsEOYAmt
Total Liabilities BOY$143,618TotalLiabilitiesBOYAmt
Total Liabilities EOY$142,964TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$57,327,467NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$60,959,805NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionEISENHOWER FELLOWSHIPS IDENTIFIES, EMPOWERS AND CONNECTS INNOVATIVE LEADERS THROUGH A TRANSFORMATIVE FELLOWSHIP EXPERIENCE AND LIFELONG ENGAGEMENT IN A GLOBAL NETWORK OF DYNAMIC CHANGE AGENTS COMMITTED TO CREATING A WORLD MORE PEACEFUL, PROSPEROUS AND JUST.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,215,524ExpenseAmt
Grant$636,495GrantAmt
DescGLOBAL PROGRAM:TWENTY-FIVE ASCENDANT LEADERS FROM FIVE CONTINENTS PARTICIPATED IN THE PRESTIGIOUS 2023 GLOBAL PROGRAM LAST SPRING, VISITING THE UNITED STATES FOR ENLIGHTENING EXCHANGES WITH CRITICAL THINKERS IN THEIR FIELDS. THE SPRING 2023 GLOBAL FELLOWS CAME FROM THE WORLDS OF VENTURE CAPITALISM, POLITICS, MEDICINE, BANKING, ENVIRONMENTAL PROTECTION, LAW ENFORCEMENT, PUBLIC TRANSPORTATION AND ACADEMIA. THE FELLOWS CONCLUDED THEIR TRAVELS ENERGIZED AND EMBOLDENED THEM TO MAKE A SIGNIFICANT IMPACT IN THEIR HOME COUNTRIES AND REGIONS THROUGH INITIATIVES THAT INCLUDED DESIGNING REUSABLE FOOD AND BEVERAGE PACKAGING TO REDUCE WASTE, CREATING JUDICIAL ALTERNATIVES TO TRADITIONAL COURTS, ESTABLISHING A NATIONAL DIGITAL SAFETY AND CYBERSECURITY PROGRAM, EXPANDING INNOVATIVE COASTAL ZONE CLEAN-UP PROGRAMS, ENHANCING ENFORCEMENT MECHANISMS FOR RURAL VACCINATION PROGRAMS AND BUILDING MUSEUM SPACES TO HELP PEOPLE STRUGGLING WITH MENTAL HEALTH ISSUES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$2,179,760ExpenseAmt
Grant$92,742GrantAmt
DescGLOBAL FELLOWS NETWORK: THE GLOBAL FELLOWS' NETWORK FOSTERS CONTINUED CONNECTION AND ENGAGEMENT AMONG FELLOWS AROUND THE WORLD. EISENHOWER FELLOWS CURRENTLY HAVE ORGANIZED NEARLY 60 NATIONAL AND REGIONAL FELLOW CHAPTERS. CHAPTER MEMBERS ENGAGE IN ACTIVITIES SUCH AS RECRUITING, HOLDING PRELIMINARY CANDIDATE INTERVIEWS, ORGANIZING REGIONAL CONFERENCES AND HOSTING INCOMING USA AND INTERNATIONAL FELLOWS. FELLOWS PROVIDE VISITING FELLOWS WITH BOTH HOME HOSPITALITY AND MENTORING. EF FELLOWS PARTICIPATE IN THE EF GLOBAL NETWORK COUNCIL (GNC). EF PRODUCES REGULAR NEWLETTERS AND ENCOURAGES FELLOWS TO SHARE THEIR EXPERIENCES ON SOCIAL MEDIA. EF ALSO ASSISTS GLOBAL FELLOWS IN PROMOTING AND FACILITATING REGIONAL CONFERENCES AND EISENHOWER DAY OF FELLOWSHIP EVENTS. IN OCTOBER, EISENHOWER FELLOWSHIPS HOSTED AN EXTRAORDINARY WORLD FORUM IN SAN FRANCISCO TO CELEBRATE THE 70TH ANNIVERSARY OF ITS FOUNDING AND LAY THE GROUNDWORK FOR THE EXCITING NEXT PHASE OF THE ORGANIZATION'S WORK AROUND THE WORLD. THE FORUM-LEADERS CONFRONTING GLOBAL CHALLENGES: WHAT WORKS?-BROUGHT TOGETHER 410 EISENHOWER FELLOWS AND OTHER THOUGHT LEADERS FROM 56 COUNTRIES, WITH 14 PANEL DISCUSSIONS, 66 DISTINGUISHED SPEAKERS AND THREE DAZZLING EVENING EVENTS. THE GATHERING FEATURED THE RICH MULTI-DISCIPLINARY EXPERTISE OF EF'S GLOBAL NETWORK WITH PANEL DISCUSSIONS ON SUBJECTS RANGING FROM PEACE AND STABILITY IN A TURBULENT WORLD TO CLIMATE CHANGE AND THE CHALLENGE OF PUBLIC HEALTH IN A TIME OF PANDEMICS. PARTICIPANTS ATTENDED PANELS ON MIGRATION, INCOME INEQUALITY, CIVIC PARTICIPATION IN A TIME OF POLARIZATION, THE FUTURE OF EDUCATION AND THE PROMISE, POWER AND PERILS OF AI AND OTHER TECHNOLOGIES THAT CUT ACROSS SO MANY DIMENSIONS OF MODERN LIFE. THE FOCUS OF THE THREE-DAY CONFERENCE WAS ON EMERGING SOLUTIONS IN SOME PARTS OF THE WORLD THAT CAN BE APPLIED IN OTHER COUNTRIES AND REGIONS. PARTICIPATING IN THE 70TH ANNIVERSARY WORLD FORUM WERE FELLOWS FROM FOUR PROGRAMS SEVERELY DISRUPTED BY THE COVID PANDEMIC. EF BROUGHT FELLOWS FROM THE 2020 WOMEN'S LEADERSHIP PROGRAM, THE 2021 USA AND GLOBAL PROGRAMS AND THE 2020 ZHI-XING CHINA PROGRAM TO FINALLY MEET EACH OTHER AND IMMERSE THEMSELVES IN THE EF GLOBAL NETWORK.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,089,951ExpenseAmt
Grant$451,183GrantAmt
DescEASTERN EUROPE PROGRAM:IN THE FALL, EISENHOWER FELLOWSHIPS WELCOMED 20 EXCEPTIONAL LEADERS FROM 11 COUNTRIES TO THE U.S. FOR ITS GROUNDBREAKING 2023 EASTERN EUROPE PROGRAM. THE 2023 EASTERN EUROPE FELLOWS HAILED FROM THE WORLDS OF POLITICS, MEDIA, HUMAN RIGHTS LAW, INNOVATIVE DESIGN, COUNTERTERRORISM, ENERGY SECURITY, EUROPEAN INTEGRATION, THE ARTS, FINANCE AND CONFLICT MEDIATION. AS PART OF THEIR FELLOWSHIP, THE EASTERN EUROPE FELLOWS ATTENDED EISENHOWER FELLOWSHIPS' 70TH ANNIVERSARY WORLD FORUM IN SAN FRANCISCO, WHERE THEY NETWORKED WITH NEW COLLEAGUES FROM AROUND THE WORLD AND EXPERIENCED FIRSTHAND THE ENERGY AND SPIRIT OF THE GLOBAL NETWORK. THE EASTERN EUROPE FELLOWS ARE NOW BACK IN THEIR HOME COUNTRIES WORKING TO APPLY WHAT THEY LEARNED TO BOLSTER DEMOCRATIC SELF-GOVERNMENT AND ADVANCE HUMAN RIGHTS IN THEIR REGION.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$779,339ExpenseAmt
Grant$490,007GrantAmt
DescGLOBAL SCHOLARS PROGRAM:THIS IMPORTANT NEW DIMENSION OF EF'S PROGRAMS INTRODUCES PROMISING AMERICAN YOUNG LEADERS TO THE WORLD BEYOND U.S. SHORES, IMMERSES THEM IN THE EF GLOBAL NETWORK AND EXTENDS THE LEGACY OF PRESIDENT DWIGHT D. EISENHOWER TO A NEW GENERATION OF YOUNG AMERICANS. THIS UNIQUE PROGRAM SENDS RECENT AMERICAN COLLEGE GRADUATES TO EUROPE FOR A YEAR OF POSTGRADUATE STUDIES LEADING TO A MASTER'S DEGREE. THE 2023 CLASS OF EISENHOWER GLOBAL SCHOLARS BRINGS TOGETHER A U.S. NAVY VETERAN OF A NUCLEAR-POWERED WARSHIP, A MEDICAL RESEARCHER PROMOTING HEALTH EQUITY IN SUB-SAHARAN AFRICA, A SAN FRANCISCO-BASED SPECIALIST IN IMMIGRANT INTEGRATION AND A HUMAN RIGHTS ACTIVIST WORKING TO EXPAND THE REACH OF CIVIL SOCIETY IN VENEZUELA.IN THE FALL OF 2022 THESE FOUR, HIGHLY ACCOMPLISHED GRADUATES OF PRESTIGIOUS AMERICAN UNIVERSITIES BEGAN AN ALL-EXPENSES-PAID YEAR OF INTENSE ACADEMIC STUDY AND CULTURAL IMMERSION AT OXFORD AND IE UNIVERSITY PURSUING MASTER'S DEGREES IN PUBLIC SERVICE AND INTERNATIONAL RELATIONS. OTHER PROGRAMS: IN ADDITION TO ITS INTERNATIONAL PROGRAMS, EISENHOWER FELLOWSHIPS ALSO OPERATES A USA PROGRAM, WHICH SENDS BETWEEN 10-12 U.S. CITIZENS ABROAD ANNUALLY. THIS YEAR, ELEVEN MID-CAREER U.S. LEADERS, INCLUDING FIVE USA JUSTICE FELLOWS AND ONE AGRICULTURAL FELLOW, TRAVELED TO 15 DIFFERENT COUNTRIES TO EXPAND THEIR HORIZONS AND CONNECT WITH EISENHOWER FELLOWS OVERSEAS. THE USA FELLOWS LEAD CHANGE IN THE FIELDS OF ARTIFICIAL INTELLIGENCE, INTERNATIONAL RELATIONS, POVERTY REDUCTION, AGRICULTURE AND PHILANTHROPY. THE PROGRAMS OF THESE AMERICAN FELLOWS WERE STRENGTHENED WITH THE GENEROUS PARTICIPATION OF EISENHOWER FELLOWSHIP'S GLOBAL NETWORK OF FELLOWS IN THE HOST COUNTRIES. IN THE FALL THE USA FELLOWS CONNECTED IN PHILADELPHIA WITH 20 EASTERN EUROPE FELLOWS VISITING THE U.S. SEVERAL OF THE USA FELLOWS ALSO ATTENDED EF'S 70TH ANNIVERSARY WORLD FORUM IN SAN FRANCISCO TO NETWORK WITH NEW GLOBAL COLLEAGUES, SOME OF WHOM THEY LATER WOULD VISIT ON FELLOWSHIP.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$779,339TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$490,007TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$5,264,574TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document22IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee23EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members45GoverningBodyVotingMembersCnt
Independent Voting Member44IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2155461738PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1250 SOUTH 16TH STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
GEORGE DE LAMA
PRESIDENT40.00Yes (X)Yes (X)$410,331$0$52,404
ERIN HILLMAN
VICE-PRESIDENT, PROGRAMS &40.00Yes (X)$263,334$0$59,116
STEPHANIE GROPP
SENIOR DIRECTOR, FINANCE &40.00Yes (X)$200,898$0$49,197
CARLA RICCI
HEAD OF INSTITUTIONAL ADVA40.00$143,974$0$44,271Yes (X)
LEE WEST
DIRECTOR OF GLOBAL NETWORK40.00$109,571$0$13,411Yes (X)
DR ROBERT M GATES
CHAIRMAN1.00Yes (X)Yes (X)$0$0$0
CHRISTINE TODD WHITMAN
VICE-CHAIR2.20Yes (X)Yes (X)$0$0$0
MATT MANDERS
TRUSTEE6.00Yes (X)$0$0$0
NICOLAS A AGUZIN
TRUSTEE0.20Yes (X)$0$0$0
MOHAMMED M ALARDHI
TRUSTEE0.20Yes (X)$0$0$0
AMR AL-DABBAGH
TRUSTEE0.20Yes (X)$0$0$0
MOHAMED AMERSI
TRUSTEE1.40Yes (X)$0$0$0
ANINDYA BAKRIE
TRUSTEE0.20Yes (X)$0$0$0
TINA BYLES WILLIAMS
TRUSTEE1.70Yes (X)$0$0$0
KIMBALL C CHEN
TRUSTEE0.20Yes (X)$0$0$0
SOLOMON CAI CHENYU
TRUSTEE0.60Yes (X)$0$0$0
CHARLES E COBB JR
TRUSTEE0.70Yes (X)$0$0$0
EDGAR M CULLMAN JR
TRUSTEE4.20Yes (X)$0$0$0
SCOTT CROCKETT
TRUSTEE0.00Yes (X)$0$0$0
DAVID EISENHOWER
TRUSTEE0.60Yes (X)$0$0$0
SUSAN EISENHOWER
TRUSTEE0.60Yes (X)$0$0$0
JEREMY K ELLIS
TRUSTEE0.20Yes (X)$0$0$0
MARCELO ETCHEBARNE
TRUSTEE2.10Yes (X)$0$0$0
BRIAN FERNANDES-HALLORAN
TRUSTEE0.60Yes (X)$0$0$0
HOLLY FLANAGAN
TRUSTEE2.30Yes (X)$0$0$0
MARY LOU GORNO
TRUSTEE3.60Yes (X)$0$0$0
MARK B GRIER
TRUSTEE3.00Yes (X)$0$0$0
SUSAN HAKKARAINEN
TRUSTEE0.60Yes (X)$0$0$0
JANE HARMAN
TRUSTEE0.60Yes (X)$0$0$0
SHOW-CHUNG HO
TRUSTEE0.20Yes (X)$0$0$0
JAMES W HOVEY
TRUSTEE1.90Yes (X)$0$0$0
VICTORIA W HSU
TRUSTEE0.60Yes (X)$0$0$0
LOREE D JONES BROWN
TRUSTEE1.80Yes (X)$0$0$0
JOHN KEOGH
TRUSTEE0.20Yes (X)$0$0$0
SHAHID MAHMUD
TRUSTEE0.40Yes (X)$0$0$0
CHRISTIAN MARRONE
TRUSTEE0.20Yes (X)$0$0$0
JAMES L MCCABE
TRUSTEE4.70Yes (X)$0$0$0
VICTOR J MENEZES
TRUSTEE0.20Yes (X)$0$0$0
FRANK MOUNT
TRUSTEE0.20Yes (X)$0$0$0
ROGER NORES
TRUSTEE1.10Yes (X)$0$0$0
OSMAN OKYAY
TRUSTEE1.00Yes (X)$0$0$0
STEPHEN G PAGLIUCA
TRUSTEE0.50Yes (X)$0$0$0
STEVEN J PELCH
TRUSTEE0.20Yes (X)$0$0$0
PEDRO RAMOS
TRUSTEE2.20Yes (X)$0$0$0
SUSAN E SHERMAN
TRUSTEE2.20Yes (X)$0$0$0
JEFFREY SINGER
TRUSTEE3.20Yes (X)$0$0$0
PAVNINDER SINGH
TRUSTEE0.50Yes (X)$0$0$0
JAMES STERNLICHT
TRUSTEE0.50Yes (X)$0$0$0
SAMAILA ZUBAIRU
TRUSTEE0.30Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,128,108TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$218,399TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
EVENTIONS PRODUCTIONS
4009 MARKET STREET SUITE RASTONPA19014EVENT PLANNING AND PRODUCTION$214,318
YOUR PART TIME CONTROLLER
1500 WALNUT ST 1200PHILADELPHIAPA19102ACCOUNTING SERVICES$132,293
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Government Grants$6,778GovernmentGrantsAmt
All Other Contributions$4,034,834AllOtherContributionsAmt
Noncash Contributions$69,866NoncashContributionsAmt
Total Contributions$4,041,612TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$805,001TotalRevenueColumnAmt
Exclusion$805,001ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,890,640SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,197,881SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,692,759SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,692,759TotalRevenueColumnAmt
Exclusion$1,692,759ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,539,372TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,497,760ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$490,007TotalAmt
Program Services$490,007ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,180,420TotalAmt
Program Services$1,180,420ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,035,280TotalAmt
Program Services$800,710ProgramServicesAmt
Management And General$129,709ManagementAndGeneralAmt
Fundraising$104,861FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,346,403TotalAmt
Program Services$1,060,651ProgramServicesAmt
Management And General$161,510ManagementAndGeneralAmt
Fundraising$124,242FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$67,902TotalAmt
Program Services$47,705ProgramServicesAmt
Management And General$5,562ManagementAndGeneralAmt
Fundraising$14,635FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$246,891TotalAmt
Program Services$182,276ProgramServicesAmt
Management And General$40,668ManagementAndGeneralAmt
Fundraising$23,947FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$142,348TotalAmt
Program Services$104,271ProgramServicesAmt
Management And General$18,225ManagementAndGeneralAmt
Fundraising$19,852FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$88,528TotalAmt
Program Services$57,543ProgramServicesAmt
Management And General$30,985ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$223,717TotalAmt
Program Services$163,819ProgramServicesAmt
Management And General$57,694ManagementAndGeneralAmt
Fundraising$2,204FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$190,905TotalAmt
Program Services$64,803ProgramServicesAmt
Management And General$94,534ManagementAndGeneralAmt
Fundraising$31,568FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$120,647TotalAmt
Program Services$82,961ProgramServicesAmt
Management And General$37,686ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$48,906TotalAmt
Program Services$28,553ProgramServicesAmt
Management And General$20,353ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$61,611TotalAmt
Program Services$30,068ProgramServicesAmt
Management And General$7,485ManagementAndGeneralAmt
Fundraising$24,058FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,068,338TotalAmt
Program Services$896,084ProgramServicesAmt
Management And General$17,991ManagementAndGeneralAmt
Fundraising$154,263FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$86,746TotalAmt
Program Services$50,646ProgramServicesAmt
Management And General$36,100ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$41,204TotalAmt
Program Services$24,057ProgramServicesAmt
Management And General$17,147ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,439,853TotalAmt
Program Services$5,264,574ProgramServicesAmt
Management And General$675,649ManagementAndGeneralAmt
Fundraising$499,630FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$983,821BOYAmt
EOY$1,383,212EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$683,243BOYAmt
EOY$544,915EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,425,519BOYAmt
EOY$5,093,095EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$334,490BOYAmt
EOY$127,719EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,892,419LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,886,689LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,092,476BOYAmt
EOY$2,005,730EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$19,181,704BOYAmt
EOY$21,036,790EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$20,825,777BOYAmt
EOY$22,633,140EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$7,944,055BOYAmt
EOY$8,278,168EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$57,471,085BOYAmt
EOY$61,102,769EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$143,618BOYAmt
EOY$142,964EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$143,618BOYAmt
EOY$142,964EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$39,993,173BOYAmt
EOY$43,185,648EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$17,334,294BOYAmt
EOY$17,774,157EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$57,327,467BOYAmt
EOY$60,959,805EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$57,471,085BOYAmt
EOY$61,102,769EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$99,519ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,198,706NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$334,113OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,077,823CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,878,483CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,233,242CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,475,589CurrentTaxYearMinus1YearAmt
Current Tax Year$4,041,612CurrentTaxYearAmt
Total$22,706,749TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,077,823CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,878,483CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,233,242CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,475,589CurrentTaxYearMinus1YearAmt
Current Tax Year$4,041,612CurrentTaxYearAmt
Total$22,706,749TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,915,848SubstantialContributorsTotAmt
Public Support Total170$19,790,901PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$370,933CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$438,608CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$871,824CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$917,857CurrentTaxYearMinus1YearAmt
Current Tax Year$805,001CurrentTaxYearAmt
Total$3,404,223TotalAmt
FieldValueIRS element (for citing)
Total Support$26,110,972TotalSupportAmt
Public Support CY1700.75800PublicSupportCY170Pct
Public Support PY1700.74790PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$50,653,991BeginningYearBalanceAmt
Contributions$999,746ContributionsAmt
Investment Earnings Or Losses$5,942,051InvestmentEarningsOrLossesAmt
Other Expenditures$2,909,713OtherExpendituresAmt
End Year Balance$54,686,075EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$58,316,815BeginningYearBalanceAmt
Contributions$1,804,613ContributionsAmt
Investment Earnings Or Losses-$6,423,044InvestmentEarningsOrLossesAmt
Other Expenditures$3,044,393OtherExpendituresAmt
End Year Balance$50,653,991EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$52,885,748BeginningYearBalanceAmt
Contributions$656,531ContributionsAmt
Investment Earnings Or Losses$6,457,848InvestmentEarningsOrLossesAmt
Other Expenditures$1,683,312OtherExpendituresAmt
End Year Balance$58,316,815EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$39,964,656BeginningYearBalanceAmt
Contributions$9,774,641ContributionsAmt
Investment Earnings Or Losses$4,911,800InvestmentEarningsOrLossesAmt
Other Expenditures$1,765,349OtherExpendituresAmt
End Year Balance$52,885,748EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$34,397,891BeginningYearBalanceAmt
Contributions$982,506ContributionsAmt
Investment Earnings Or Losses$6,522,609InvestmentEarningsOrLossesAmt
Other Expenditures$1,938,350OtherExpendituresAmt
End Year Balance$39,964,656EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.74000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.26000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$723,608OtherCostOrOtherBasisAmt
Book Value$723,608BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,411,933OtherCostOrOtherBasisAmt
Depreciation$1,150,210DepreciationAmt
Book Value$1,261,723BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$756,878OtherCostOrOtherBasisAmt
Depreciation$736,479DepreciationAmt
Book Value$20,399BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,005,730TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescLIMITED PARTNERSHIPSDesc
Book Value$22,633,140BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$22,633,140TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INTEREST IN FEDERAL TRUSTDesc
Book Value$8,278,168BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$8,278,168TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$9,983,663TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,198,706NetUnrealizedGainsInvstAmt
Other Revenue$334,113OtherRevenueAmt
Revenue Not Reported$3,532,819RevenueNotReportedAmt
Revenue Subtotal$6,450,844RevenueSubtotalAmt
Investment Expenses Not Incld$88,528InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$88,528RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,539,372TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,351,325TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$6,351,325ExpensesSubtotalAmt
Investment Expenses Not Incld2$88,528InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$88,528ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$6,439,853TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 INCOME 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.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF BENEFICIAL INTEREST IN FEDERAL TRUST 334,113.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmtSpecific Services ProvidedSpecificServicesProvidedTxt
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,00INVESTMENTS$9,563,175
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,00INVESTMENTS$1,069,291
EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, ETC.00FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE)$203,678FELLOWSHIPS & GLOBAL NETWORK EVENTS
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM00FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE)$671,224FELLOWSHIPS & GLOBAL NETWORK EVENTS
MIDDLE EAST AND NORTH AFRICA00FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE)$101,839FELLOWSHIPS & GLOBAL NETWORK EVENTS
SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, ETC.00FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE)$50,920FELLOWSHIPS & GLOBAL NETWORK EVENTS
SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,00FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE)$101,839FELLOWSHIPS & GLOBAL NETWORK EVENTS
SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,00PROGRAM SERVICES (EXPENSE)$50,920FELLOWSHIPS & GLOBAL NETWORK EVENTS
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$11,812,886SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$11,812,886TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
FELLOWSHIPSEAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA,8$203,678WIRE
FELLOWSHIPSEUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU25$671,224WIRE
FELLOWSHIPSMIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT,4$101,839WIRE
FELLOWSHIPSSOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR,2$50,920WIRE
FELLOWSHIPSSOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL,2$50,920WIRE
FELLOWSHIPSSUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO,4$101,839WIRE
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationEF 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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFELLOWSHIPS/SCHOLARSGrantTypeTxt
Recipient13RecipientCnt
Cash Grant$490,007CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationEF MONITORS THE USE OF FELLOWSHIP FUNDS BY REQUIRING THE RECIPIENTS TO SUBMIT A REPORT AT THE END OF THE FELLOWSHIP PERIOD ON THEIR EXPERIENCE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
GEORGE DE LAMA
PRESIDENT$410,331$0$0$0$0$0$14,250$0$38,154$0$462,735$0$0$0
ERIN HILLMAN
VICE-PRESIDENT, PROGRAMS &$263,334$0$0$0$0$0$12,892$0$46,224$0$322,450$0$0$0
STEPHANIE GROPP
SENIOR DIRECTOR, FINANCE &$200,898$0$0$0$0$0$9,614$0$39,583$0$250,095$0$0$0
CARLA RICCI
HEAD OF INSTITUTIONAL ADVA$143,974$0$0$0$0$0$6,754$0$37,517$0$188,245$0$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$69,866NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV @ TRANSFER DATEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2DAVID EISENHOWER, TRUSTEE, AND SUSAN EISENHOWER, TRUSTEE, HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11BGOVERNING 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 12CMONITORING 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 15PROCESS FOR DETERMINING COMPENSATION THE COMPENSATION COMMITTEE REVIEWS THE COMPENSATION OF THE PRESIDENT AND VICE PRESIDENT, THE ORGANIZATION'S OVERALL STAFF COMPENSATION AND BENEFITS STRATEGY AND POLICY AND MAKES RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19EF POSTS ITS FORM 990, AUDITED FINANCIAL STATEMENTS AND ANNUAL BUSINESS PLAN ON ITS WEBSITE. EF'S CHARTER, BYLAWS AND OTHER GOVERNING DOCUMENTS, SUCH AS ITS CONFLICT OF INTEREST AND WHISTLEBLOWER POLICIES, ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF BENEFICIAL INTEREST IN FEDERAL TRUST 334,113.