2023-11-11T18:18:17-06:00 2022-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2022-01-01 231505095 EISENHOWER EXCHANGE FELLOWSHIPS INCORPORATED EISE 2155461738 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 GEORGE de LAMA PRESIDENT 2155461738 2023-11-11 1 GEORGE de LAMA 999009999 0 JENNIFER SOLOT P00749373 2155677770 2023-11-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GEORGE de LAMA 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 12100585 0 X WWW.EFWORLD.ORG X 1953 PA A GLOBAL LEADERSHIP NETWORK THAT FOSTERS A MORE PEACEFUL, PROSPEROUS & JUST WORLD. 42 41 25 41 0 0 3233242 4475589 0 0 3765318 1453710 0 0 6998560 5929299 706066 1862335 0 0 3089864 3013233 0 0 418879 1039294 1331725 4835224 6207293 2163336 -277994 65596103 57471085 227199 143618 65368904 57327467 X EISENHOWER 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. 0 0 1255269 576262 GLOBAL PROGRAM:TWENTY-THREE ASCENDANT LEADERS FROM 21 COUNTRIES PARTICIPATED IN THE PRESTIGIOUS 2022 GLOBAL PROGRAM IN THE UNITED STATES LAST FALL IN PURSUIT OF GROUNDBREAKING PROJECTS AND ENLIGHTENING EXCHANGES WITH CRITICAL THINKERS IN THEIR FIELDS. DRAWN FROM ACROSS ASIA, AFRICA, EUROPE, LATIN AMERICA, AND AUSTRALIA, THE 2022 GLOBAL FELLOWS ARE PRIVATE AND PUBLIC SECTOR LEADERS ENGAGED IN ADDRESSING SOME OF THE MOST PRESSING ISSUES OF OUR TIME. THEY PROVIDE HEALTH CARE FOR THE AILING, PROTECT THE ENVIRONMENT AND COMBAT CLIMATE CHANGE, WORK TO LIMIT THE EMISSIONS GENERATED BY BIG CITIES AND REDUCE THE CARBON FOOTPRINT OF HOSPITALS AND APPLY BEHAVIORAL GENETICS IN PERSONALIZED LEARNING FOR CHILDREN. 1467796 61951 GLOBAL FELLOWS NETWORK: THE GLOBAL FELLOWS' NETWORK FOSTERS CONTINUED CONNECTION AND ENGAGEMENT AMONG FELLOWS AROUND THE WORLD. EISENHOWER FELLOWS CURRENTLY HAVE ORGANIZED OVER 50 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. [CONT ON SCH O]EF ALSO ASSISTS GLOBAL FELLOWS IN PROMOTING AND FACILITATING REGIONAL CONFERENCES AND EISENHOWER DAY OF FELLOWSHIP EVENTS. EISENHOWER FELLOWS GATHERED DIGITALLY AND IN-PERSON ACROSS SIX CONTINENTS IN 2022 TO COLLABORATE, EXCHANGE IDEAS, AND DRIVE IMPACT. IN JANUARY, 30 COUNTRY CHAPTER HEADS FROM EF'S GLOBAL NETWORK MET VIRTUALLY TO DISCUSS THE POLITICAL, ECONOMIC AND SOCIAL OUTLOOKS FOR THEIR COUNTRIES AND REGIONS. IN FEBRUARY, FELLOWS FROM 27 COUNTRIES JOINED USA FELLOW JOHN DELLA VOLPE (USA 2008) AND THE GLOBAL SCHOLARS FOR A WEBINAR DISCUSSION ABOUT GEN Z AND JOHN'S BOOK, FIGHT: HOW GEN Z IS CHANNELING THEIR FEAR & PASSION TO SAVE AMERICA. EF ALSO HOSTED 12 VIRTUAL REUNIONS FOR FELLOWS WHO PARTICIPATED IN EF PROGRAMS FROM 2000 TO 2017, WITH MORE THAN 110 FELLOWS ATTENDING THE REUNIONS TO RECONNECT AND RENEW THE BONDS OF FELLOWSHIP.FELLOWS IN COUNTRY CHAPTERS ACROSS THE WORLD GATHERED FOR MEETINGS THROUGHOUT THE YEAR. FOR EXAMPLE, BRAZILIAN FELLOWS MET IN AUGUST FOR TWO DAYS IN BELO HORIZONTE TO DISCUSS TOPICS RELATED TO OPPORTUNITIES AND RESPONSIBILITIES FOR SUSTAINABLE GROWTH. THE ISLAND OF IRELAND FELLOWS CONVENED IN PERSON IN DUBLIN IN APRIL TO DISCUSS POST-PANDEMIC RECOVERY AND INVITED THE 2022 GLOBAL SCHOLARS TO JOIN THEM. THIRTEEN EISENHOWER FELLOWS ATTENDED THE UN CLIMATE CHANGE CONFERENCE IN SHARM EL-SHEIKH, EGYPT AND MET WITH EACH OTHER TO SHARE INSIGHTS AND EXPLORE OPPORTUNITIES TO COLLABORATE. 1441423 666689 AFRICA PROGRAM:THE 2022 AFRICA PROGRAM, THE SECOND FOCUSED ON THE REGION, BROUGHT TO THE U.S. 25 LEADERS FROM ACROSS SUB-SAHARAN AFRICA WORKING TO ADDRESS THE VARIOUS DIMENSIONS OF CLIMATE CHANGE AFFLICTING THE WORLD'S SECOND MOST POPULOUS CONTINENT, WRACKED BY THE INCREASING FREQUENCY OF FLOODS, DROUGHTS, DIMINISHED CROP YIELDS AND FOOD SHORTAGES THAT HAVE TRIGGERED STARVATION, CROSS-BORDER MIGRATIONS, INTERREGIONAL CONFLICTS AND POLITICAL INSTABILITY. THE COHORT VISITED SEVEN CITIES TOGETHER. EACH LEG OF THE FELLOWSHIP EXPOSED THE FELLOWS TO EXPERTS IN ENVIRONMENTAL MODERNIZATIONS, CLIMATE-RELATED SCIENCE AND SUSTAINABILITY. STANDOUT INDIVIDUAL MEETINGS INITIATED SUBSEQUENT MANUFACTURING PARTNERSHIPS, PROVIDED MODELS TO SCALE UP ADAPTATION FINANCE [CONT ON SCH O]AND LAUNCHED A NEW FUND FOR A NEW GREEN INVESTMENT INITIATIVE. 890219 557433 GLOBAL SCHOLARS PROGRAM:THIS IMPORTANT DIMENSION OF EF'S PROGRAMS EXPOSES A NEW GENERATION OF YOUNGER AMERICAN LEADERS TO THE WORLD BEYOND U.S. SHORES AND TO THE EF GLOBAL NETWORK. THIS UNIQUE PROGRAM SENDS RECENT AMERICAN COLLEGE GRADUATES TO EUROPE FOR A YEAR OF POSTGRADUATE STUDIES LEADING TO A MASTER'S DEGREE. SCHOLARS COMPLETE THEIR MASTER'S DEGREES AT THE BLAVATNIK SCHOOL OF GOVERNMENT AT THE UNIVERSITY OF OXFORD, FOCUSING ON PUBLIC SERVICE AND EFFECTIVE GOVERNANCE, AND AT THE SCHOOL OF GLOBAL AND PUBLIC AFFAIRS AT IE UNIVERSITY IN MADRID, FOCUSING ON THE GLOBAL ECONOMY, INNOVATION AND ENTREPRENEURSHIP. SCHOLARS MEET WITH EISENHOWER FELLOWS AND DEVELOP LIFELONG CONNECTIONS TO A NETWORK OF LIKE-MINDED LEADERS. THE SCHOLARS MAY BE OFFERED OPTIONAL SUMMER INTERNSHIPS IN COLLABORATION WITH THE EF GLOBAL NETWORK. 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. IN THE SPRING, 11 MID-CAREER U.S. LEADERS TRAVELED TO 8 DIFFERENT COUNTRIES TO ADVANCE IN A VARIETY OF FIELDS SUCH AS ARTS AND CULTURE, HEALTHCARE, WORKFORCE DEVELOPMENT, SUSTAINABILITY AND DISINFORMATION. IN SEPTEMBER, 11 MID-CAREER U.S. LEADERS IN LAW ENFORCEMENT, MEDICINE, BIOSCIENCE, ACADEMIA, FINANCE, EDUCATION AND CIVIC ENGAGEMENT TRAVELED ABROAD FOR FOUR TO FIVE WEEKS TO EXPAND THEIR HORIZONS AND SHARPEN THEIR STRATEGIES FOR COMBATING ENTRENCHED RACIAL INJUSTICE IN THEIR COMMUNITIES AND PROFESSIONAL FIELDS. BOLSTERING THESE PROGRAMS WAS OVERWHELMING PARTICIPATION FROM FELLOWS IN THE GLOBAL NETWORK IN THE HOST COUNTRIES VISITED BY THE AMERICAN FELLOWS. THE FELLOWS TRAVELED TO 16 COUNTRIES TO LEARN HOW RACIAL JUSTICE IN AREAS SUCH AS HEALTHCARE, YOUTH DEVELOPMENT, EDUCATION, ENTREPRENEURSHIP AND CRIMINAL JUSTICE TRANSLATES IN THESE VARYING INTERNATIONAL CONTEXTS. 890219 557433 5054707 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 31 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 42 41 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA MA NC NJ NY PA X X THE ORGANIZATION 2155461738 250 SOUTH 16TH STREET PHILADELPHIA PA 19102 DR ROBERT M GATES CHAIRMAN 0.80 X X 0 0 0 CHRISTINE TODD WHITMAN VICE-CHAIR 2.70 X X 0 0 0 JAMES W HOVEY TRUSTEE 7.60 X 0 0 0 NICOLAS A AGUZIN TRUSTEE 0.20 X 0 0 0 MOHAMMED M ALARDHI TRUSTEE 0.30 X 0 0 0 AMR AL-DABBAGH TRUSTEE 0.40 X 0 0 0 ANINDYA BAKRIE TRUSTEE 0.20 X 0 0 0 TINA BYLES WILLIAMS TRUSTEE 1.60 X 0 0 0 KIMBALL C CHEN TRUSTEE 0.70 X 0 0 0 SOLOMON CAI CHENYU TRUSTEE 0.30 X 0 0 0 CHARLES E COBB JR TRUSTEE 0.70 X 0 0 0 EDGAR M CULLMAN JR TRUSTEE 3.50 X 0 0 0 DAVID EISENHOWER TRUSTEE 0.30 X 0 0 0 SUSAN EISENHOWER TRUSTEE 0.40 X 0 0 0 JEREMY K ELLIS TRUSTEE 0.30 X 0 0 0 MARCELO ETCHEBARNE TRUSTEE 1.30 X 0 0 0 BRIAN FERNANDES-HALLORAN TRUSTEE 0.70 X 0 0 0 HOLLY FLANAGAN TRUSTEE 2.20 X 0 0 0 MARY LOU GORNO TRUSTEE 3.80 X 0 0 0 MARK B GRIER TRUSTEE 3.10 X 0 0 0 SUSAN HAKKARAINEN TRUSTEE 0.80 X 0 0 0 JANE HARMAN TRUSTEE 0.25 X 0 0 0 SHOW-CHUNG HO TRUSTEE 0.20 X 0 0 0 VICTORIA W HSU TRUSTEE 0.60 X 0 0 0 LOREE D JONES BROWN TRUSTEE 1.80 X 0 0 0 JOHN KEOGH TRUSTEE 0.20 X 0 0 0 SHAHID MAHMUD TRUSTEE 0.70 X 0 0 0 MATT MANDERS TRUSTEE 3.80 X 0 0 0 CHRISTIAN MARRONE TRUSTEE 0.60 X 0 0 0 JAMES L MCCABE TRUSTEE 3.90 X 0 0 0 VICTOR J MENEZES TRUSTEE 0.70 X 0 0 0 ROGER NORES TRUSTEE 1.80 X 0 0 0 OSMAN OKYAY TRUSTEE 0.80 X 0 0 0 STEPHEN G PAGLIUCA TRUSTEE 0.70 X 0 0 0 STEVEN J PELCH TRUSTEE 0.30 X 0 0 0 JAY R PRYOR TRUSTEE 0.60 X 0 0 0 SUSAN E SHERMAN TRUSTEE 1.60 X 0 0 0 JEFFREY SINGER TRUSTEE 3.80 X 0 0 0 PAVNINDER SINGH TRUSTEE 0.60 X 0 0 0 JAMES STERNLICHT TRUSTEE 0.90 X 0 0 0 SAMAILA ZUBAIRU TRUSTEE 0.30 X 0 0 0 GEORGE de LAMA PRESIDENT 40.00 X X 435515 0 47950 ERIN HILLMAN VICE-PRESIDENT, PROGRAMS & OPERATIONS 40.00 X 270939 0 54506 STEPHANIE GROPP SENIOR DIRECTOR, FINANCE & OPERATIONS 40.00 X 193298 0 44884 PATRICK FISCHER DIRECTOR OF GLOBAL NETWORK PROGRAM 40.00 X 147592 0 35279 CARLA RICCI HEAD OF INSTITUTIONAL ADVANCEMENT 40.00 X 136783 0 40266 1184127 0 222885 5 0 1 0 Your Part Time Controller 1500 WALNUT ST 1200 PHILADELPHIA PA 19102 ACCOUNTING SERVICES 118265 1 139722 4335867 72020 4475589 917857 917857 6707139 6171286 535853 535853 535853 5929299 0 0 1453710 557433 557433 1304902 1304902 1047091 809479 133748 103864 1401554 1108921 168291 124342 71504 49551 9055 12898 343760 253094 54576 36090 149324 108408 19220 21696 113311 73652 39659 335886 211208 102047 22631 165672 75999 63431 26242 101816 66918 34898 43570 25439 18131 189409 132920 416 56073 201116 171139 14934 15043 136077 79448 56629 44868 26196 18672 6207293 5054707 733707 418879 1575969 983821 1678017 683243 4744531 5425519 49908 334490 3892419 1799943 2215628 2092476 23526132 19181704 23731845 20825777 8074073 7944055 65596103 57471085 227199 143618 227199 143618 X 48899131 39993173 16469773 17334294 65368904 57327467 65596103 57471085 X -277994 -7633425 -130018 X 0 1 X 1 0 X 5592093 6077823 4878483 3233242 4475589 24257230 5592093 6077823 4878483 3233242 4475589 24257230 3444613 20812617 971196 370933 438608 871824 917857 3570418 27827648 0.74790 0.72990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58316815 1804613 -6423044 3044393 50653991 52885748 656531 6457848 1683312 58316815 39964656 9774641 4911800 1765349 52885748 34397891 982506 6522609 1938350 39964656 37987411 1259220 -2966208 1882532 34397891 0.73000 0.27000 0 0 723608 723608 2411933 1085592 1326341 756878 714351 42527 2092476 LIMITED PARTNERSHIPS 20825777 F 20825777 BENEFICIAL INTEREST IN FEDERAL TRUST 7944055 7944055 X -1947455 -7633425 -243329 -7876754 5929299 0 5929299 6093982 0 6093982 113311 113311 6207293 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 -130,018. INVESTMENT MANAGEMENT FEES -113,311. 1 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 INVESTMENTS 8213126 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, 0 0 INVESTMENTS 956677 East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, etc. 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 173918 Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 148911 Middle East and North Africa 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 57973 South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, etc. 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 144932 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, 0 0 FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 663222 South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, 0 0 PROGRAM SERVICES (EXPENSE) FELLOWSHIPS & GLOBAL NETWORK EVENTS 115946 0 0 0 0 0 0 10474705 0 10474705 FELLOWSHIPS East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, 6 173918 WIRE FMV FELLOWSHIPS Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgiu 3 148911 WIRE FMV FELLOWSHIPS Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, 2 57973 WIRE FMV FELLOWSHIPS South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 5 144932 WIRE FMV FELLOWSHIPS South Asia - Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, 4 115946 WIRE FMV FELLOWSHIPS Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, 28 663222 WIRE FMV 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. Part III Accounting Method: 1 FELLOWSHIPS/SCHOLARS 26 557433 Part I, Line 2: EF MONITORS THE USE OF FELLOWSHIP FUNDS BY REQUIRING THE RECIPIENTS TO SUBMIT A REPORT AT THE END OF THE FELLOWSHIP PERIOD ON THEIR EXPERIENCE. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 GEORGE de LAMA PRESIDENT 375515 0 60000 0 0 0 14250 0 33700 0 483465 0 0 0 ERIN HILLMAN VICE-PRESIDENT, PROGRAMS & OPERATION 245939 0 25000 0 0 0 14250 0 40256 0 325445 0 0 0 STEPHANIE GROPP SENIOR DIRECTOR, FINANCE & OPERATION 183298 0 10000 0 0 0 10252 0 34632 0 238182 0 0 0 PATRICK FISCHER DIRECTOR OF GLOBAL NETWORK PROGRAM 147592 0 0 0 0 0 7608 0 27671 0 182871 0 0 0 CARLA RICCI HEAD OF INSTITUTIONAL ADVANCEMENT 136783 0 0 0 0 0 6928 0 33338 0 177049 0 0 0 X 3 72020 FMV @ TRANSFER DATE 0 0 0 0 Form 990, Part VI, Section A, line 2 DAVID EISENHOWER, TRUSTEE, AND SUSAN EISENHOWER, TRUSTEE, HAVE A FAMILY RELATIONSHIP. Form 990, Part VI, Section B, line 11b 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 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 19 EF 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 -130,018.