EISENHOWER EXCHANGE FELLOWSHIPS INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EISENHOWER EXCHANGE FELLOWSHIPS INC (EIN 23-1505095)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-13
- IRS object ID
- 202203179349301525
- Schema version
- 2021v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-13T13:13:16-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232896692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET 3RD FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231505095 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISENHOWER EXCHANGE FELLOWSHIPS | BusinessNameLine1Txt |
| Business Name Line2 | INCORPORATED | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EISE | BusinessNameControlTxt |
| Phone | 2155461738 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 SOUTH 16TH STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE de LAMA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2155461738 | PhoneNum |
| Signature | 2022-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GEORGE | PersonFirstNm |
| Person Last | de LAMA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER SOLOT | PreparerPersonNm |
| PTIN | P00749373 | PTIN |
| Phone | 2155677770 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GEORGE de LAMA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 SOUTH 16TH STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,113,053 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EFWORLD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | A GLOBAL LEADERSHIP NETWORK THAT FOSTERS A MORE PEACEFUL, PROSPEROUS & JUST WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 43 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 42 | VotingMembersIndependentCnt |
| Total Employee | 23 | TotalEmployeeCnt |
| Total Volunteers | 41 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,878,483 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,233,242 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $387,682 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,765,318 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,266,165 | PYTotalRevenueAmt |
| CY Total Revenue | $6,998,560 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $524,973 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $706,066 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,944,399 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,089,864 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $436,920 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $907,333 | PYOtherExpensesAmt |
| CY Other Expenses | $1,039,294 | CYOtherExpensesAmt |
| PY Total Expenses | $4,376,705 | PYTotalExpensesAmt |
| CY Total Expenses | $4,835,224 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $889,460 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,163,336 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $60,555,684 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,596,103 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $196,540 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $227,199 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $60,359,144 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,368,904 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $974,872 | ExpenseAmt |
| Grant | $185,089 | GrantAmt |
| Desc | GLOBAL PROGRAM:TWENTY-FOUR ASCENDANT LEADERS FROM 22 COUNTRIES ACROSS ASIA, AFRICA, EUROPE, THE MIDDLE EAST AND SOUTH AMERICA PARTICIPATED IN EISENHOWER FELLOWSHIPS' FLAGSHIP GLOBAL PROGRAM BEGINNING WITH A VIRTUAL COMPONENT IN MAY 2021 AND A VIRTUAL OR IN-PERSON COMPONENT IN SEPTEMBER AND OCTOBER 2021. THE FELLOWS WORKED WITH THEIR PROGRAM OFFICERS IN PHILADELPHIA TO DESIGN PROJECTS THAT WOULD PROVIDE SUSTAINED AND MEANINGFUL CHANGE IN THE FELLOWS' COMMUNITIES. THE PROJECTS WERE FOCUSED ON A WIDE RANGE OF FIELDS INCLUDING EDUCATION, GENDER EQUITY, INFRASTRUCTURE DEVELOPMENT, ENVIRONMENTAL PROTECTION, FINANCIAL LITERACY AND DEVELOPMENT, HEALTH CARE, DIPLOMACY, MEDIA PRODUCTION AND CULTURAL PRESERVATION. [CONTINUED ON SCHEDULE O]TWO-THIRDS OF THIS COHORT OF FELLOWS OVERCAME CONSIDERABLE OBSTACLES TO TRAVEL TO THE US FOR IN-PERSON MEETINGS OF PROFESSIONAL EXPLORATION, INTERACTION AND EXCHANGE, CULMINATING WITH A SERIES OF EF EVENTS IN PHILADELPHIA IN OCTOBER. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,952,774 | ExpenseAmt |
| Grant | $134,582 | GrantAmt |
| Desc | 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. [CONTINUED ON SCHEDULE O]EF ALSO ASSISTS GLOBAL FELLOWS IN PROMOTING AND FACILITATING REGIONAL CONFERENCES AND EISENHOWER DAY OF FELLOWSHIP EVENTS. EF STAFF ALSO BEGAN TWO PROJECTS AIMED AT PRESERVING FELLOWS' HISTORY AND CONNECTION. IN SUMMER OF 2021 EF LAUNCHED THE ARCHIVE DIGITIZATION PROJECT TO SCAN AND CATALOG THE METADATA FOR THOUSANDS OF UNIDENTIFIED PHOTOS SITTING IN BOXES AND BINDERS IN THE BASEMENT OF THE EF HOUSE, AS WELL AS COUNTLESS UNMARKED DIGITAL PHOTOS ON CDS AND ON OUR SERVERS. WHEN COMPLETED, THE PROJECT WILL HELP STAFF MORE EASILY SEARCH AND LOCATE PHOTOS OF FELLOWS, TRUSTEES AND FRIENDS OF EF. ADDITIONALLY, IN LATE 2021 EF LAUNCHED THE NO FELLOW LEFT BEHIND PROJECT TO REACH OUT TO EVERY LIVING EISENHOWER FELLOW IN THE WORLD TO MAINTAIN AND REKINDLE THE GLOBAL NETWORK. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $493,028 | ExpenseAmt |
| Grant | $338,059 | GrantAmt |
| Desc | GLOBAL SCHOLARS PROGRAM:THIS IMPORTANT NEW DIMENSION OF EF'S PROGRAMS EXPOSES A NEW GENERATION OF YOUNGER AMERICAN LEADERS TO THE WORLD BEYOND US 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. [CONTINUED ON SCHEDULE O]THE SCHOLARS MAY BE OFFERED OPTIONAL SUMMER INTERNSHIPS IN COLLABORATION WITH THE EF GLOBAL NETWORK. IN SEPTEMBER 2021, EF GATHERED FOR THE FIRST TIME ALL EIGHT SCHOLARS FROM THE FIRST TWO YEARS OF THE PROGRAM FOR MEETINGS WITH PROGRAM SPONSORS AND EISENHOWER FELLOWS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $233,190 | ExpenseAmt |
| Grant | $48,336 | GrantAmt |
| Desc | 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. FELLOWS TRAVEL INDIVIDUALLY TO ONE OR TWO EF NETWORK COUNTRIES AROUND THE WORLD. DUE TO THE PANDEMIC, ONLY ONE USA FELLOW WAS ABLE TO COMPLETE PART OF HIS FELLOWSHIP TRAVEL IN 2021. EF'S USA AGRICULTURAL FELLOW TRAVELED TO FRANCE IN NOVEMBER 2021 TO EXPLORE HIS IDEAS ON THE FARM-TO-TABLE MOVEMENT, SUPPORTING YOUNG FARMERS AND HOW TO INCREASE FOOD EQUITY WITHIN THE UNITED STATES. SINCE 2015, EISENHOWER FELLOWSHIPS HAS ALSO SENT 10 USA FELLOWS TO CHINA EACH YEAR UNDER A SPECIAL PARTNERSHIP WITH THE CHINA EDUCATION ASSOCIATION FOR INTERNATIONAL EXCHANGE (CEAIE) CALLED THE ZHI-XING CHINA PROGRAM. ALTHOUGH 10 ZHI-XING FELLOWS WERE SELECTED TO TRAVEL IN 2020, THE PROGRAM HAD TO BE POSTPONED DUE TO THE COVID PANDEMIC.IN AN EFFORT TO KEEP THE USA FELLOWS ENGAGED AND CONNECTED, THEY WERE INVITED TO ATTEND NUMEROUS SPECIAL ONLINE EVENTS AND SEMINARS AS WELL AS VARIOUS NETWORK FELLOW EVENTS THROUGHOUT 2021. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $233,190 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $48,336 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $3,653,864 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 23 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 43 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 42 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2155461738 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 SOUTH 16TH STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DR ROBERT GATES | |||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE TODD WHITMAN | |||||||
| VICE-CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NICOLAS A AGUZIN | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| MOHAMMED M ALARDHI | |||||||
| TRUSTEE | 0.70 | Yes (X) | $0 | $0 | $0 | ||
| MADELEINE K ALBRIGHT | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| AMR AL-DABBAGH | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| ANINDYA BAKRIE | |||||||
| TRUSTEE | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| TINA BYLES WILLIAMS | |||||||
| TRUSTEE | 0.75 | Yes (X) | $0 | $0 | $0 | ||
| KIMBALL C CHEN | |||||||
| TRUSTEE | 1.70 | Yes (X) | $0 | $0 | $0 | ||
| SOLOMON CAI CHENYU | |||||||
| TRUSTEE | 0.70 | Yes (X) | $0 | $0 | $0 | ||
| VIRGINIA B CLARK | |||||||
| TRUSTEE | 1.40 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES E COBB JR | |||||||
| TRUSTEE | 2.20 | Yes (X) | $0 | $0 | $0 | ||
| EDGAR M CULLMAN JR | |||||||
| TRUSTEE | 3.87 | Yes (X) | $0 | $0 | $0 | ||
| DAVID EISENHOWER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN EISENHOWER | |||||||
| TRUSTEE | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| JEREMY K ELLIS | |||||||
| TRUSTEE | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| MARCELO ETCHEBARNE | |||||||
| TRUSTEE | 2.70 | Yes (X) | $0 | $0 | $0 | ||
| HOLLY FLANAGAN | |||||||
| TRUSTEE | 2.90 | Yes (X) | $0 | $0 | $0 | ||
| MARY LOUISE GORNO | |||||||
| TRUSTEE | 4.30 | Yes (X) | $0 | $0 | $0 | ||
| MARK GRIER | |||||||
| TRUSTEE | 3.20 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN HAKKARAINEN | |||||||
| TRUSTEE | 1.20 | Yes (X) | $0 | $0 | $0 | ||
| HARRY HALLORAN | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| SHOW-CHUNG HO | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| JAMES W HOVEY | |||||||
| TRUSTEE | 5.52 | Yes (X) | $0 | $0 | $0 | ||
| VICTORIA W HSU | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOREE D JONES | |||||||
| TRUSTEE | 0.85 | Yes (X) | $0 | $0 | $0 | ||
| JOHN W KEOGH | |||||||
| TRUSTEE | 0.70 | Yes (X) | $0 | $0 | $0 | ||
| SHAHID MAHMUD | |||||||
| TRUSTEE | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| MATT MANDERS | |||||||
| TRUSTEE | 3.90 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTIAN MARRONE | |||||||
| TRUSTEE | 0.05 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY MCBRIDE | |||||||
| TRUSTEE (til 9/21) | 0.85 | Yes (X) | $0 | $0 | $0 | ||
| JAMES L MCCABE | |||||||
| TRUSTEE | 2.65 | Yes (X) | $0 | $0 | $0 | ||
| VICTOR J MENEZES | |||||||
| TRUSTEE | 0.70 | Yes (X) | $0 | $0 | $0 | ||
| ROGER NORES | |||||||
| TRUSTEE | 2.05 | Yes (X) | $0 | $0 | $0 | ||
| OSMAN OKYAY | |||||||
| TRUSTEE | 1.10 | Yes (X) | $0 | $0 | $0 | ||
| STEVE PAGLIUCA | |||||||
| TRUSTEE | 0.80 | Yes (X) | $0 | $0 | $0 | ||
| STEVE PELCH | |||||||
| TRUSTEE | 0.70 | Yes (X) | $0 | $0 | $0 | ||
| JAY R PRYOR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN E SHERMAN | |||||||
| TRUSTEE | 2.10 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY SINGER | |||||||
| TRUSTEE | 4.12 | Yes (X) | $0 | $0 | $0 | ||
| PAVNINDER SINGH | |||||||
| TRUSTEE | 0.70 | Yes (X) | $0 | $0 | $0 | ||
| JAMES STERNLICHT | |||||||
| TRUSTEE | 0.75 | Yes (X) | $0 | $0 | $0 | ||
| SAMAILA ZUBAIRU | |||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE de LAMA | |||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $384,432 | $0 | $48,205 | |
| ERIN HILLMAN | |||||||
| V.P. PROGRAM & OPERATIONS | 40.00 | Yes (X) | $276,388 | $0 | $54,270 | ||
| STEPHANIE S GROPP | |||||||
| DIRECTOR OF FINANCE & OPERATIONS | 40.00 | Yes (X) | $169,455 | $0 | $44,395 | ||
| PATRICK FISCHER | |||||||
| DIRECTOR OF GLOBAL NETWORK PROGRAM | 40.00 | $135,700 | $0 | $33,788 | Yes (X) | ||
| CARLA RICCI | |||||||
| HEAD OF INSTITUTIONAL ADVANCEMENT | 40.00 | $127,008 | $0 | $39,776 | Yes (X) | ||
| THOMAS FERGUSON | |||||||
| HEAD OF GLOBAL NETWORK | 40.00 | $122,578 | $0 | $26,007 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,215,561 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $246,441 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICOH USA INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 827577 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | IT SERVICES | ServicesDesc |
| Compensation | $115,974 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $448,390 | GovernmentGrantsAmt |
| All Other Contributions | $2,784,852 | AllOtherContributionsAmt |
| Noncash Contributions | $137,438 | NoncashContributionsAmt |
| Total Contributions | $3,233,242 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $871,824 | TotalRevenueColumnAmt |
| Exclusion | $871,824 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,007,987 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,114,493 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,893,494 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,893,494 | TotalRevenueColumnAmt |
| Exclusion | $2,893,494 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,998,560 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,765,318 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,394 | TotalAmt |
| Program Services | $386,394 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,672 | TotalAmt |
| Program Services | $319,672 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $977,145 | TotalAmt |
| Program Services | $726,162 | ProgramServicesAmt |
| Management And General | $145,213 | ManagementAndGeneralAmt |
| Fundraising | $105,770 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,508,780 | TotalAmt |
| Program Services | $1,132,771 | ProgramServicesAmt |
| Management And General | $212,570 | ManagementAndGeneralAmt |
| Fundraising | $163,439 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,780 | TotalAmt |
| Program Services | $49,803 | ProgramServicesAmt |
| Management And General | $10,178 | ManagementAndGeneralAmt |
| Fundraising | $9,799 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $382,943 | TotalAmt |
| Program Services | $279,941 | ProgramServicesAmt |
| Management And General | $66,874 | ManagementAndGeneralAmt |
| Fundraising | $36,128 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,216 | TotalAmt |
| Program Services | $107,545 | ProgramServicesAmt |
| Management And General | $24,348 | ManagementAndGeneralAmt |
| Fundraising | $19,323 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,894 | TotalAmt |
| Program Services | $100,031 | ProgramServicesAmt |
| Management And General | $53,863 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,095 | TotalAmt |
| Program Services | $125,184 | ProgramServicesAmt |
| Management And General | $6,408 | ManagementAndGeneralAmt |
| Fundraising | $17,503 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,227 | TotalAmt |
| Program Services | $90,130 | ProgramServicesAmt |
| Management And General | $81,032 | ManagementAndGeneralAmt |
| Fundraising | $29,065 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,079 | TotalAmt |
| Program Services | $65,301 | ProgramServicesAmt |
| Management And General | $39,778 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,227 | TotalAmt |
| Program Services | $23,575 | ProgramServicesAmt |
| Management And General | $17,652 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,441 | TotalAmt |
| Management And General | $963 | ManagementAndGeneralAmt |
| Fundraising | $34,478 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,198 | TotalAmt |
| Program Services | $139,851 | ProgramServicesAmt |
| Management And General | $8,932 | ManagementAndGeneralAmt |
| Fundraising | $21,415 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,328 | TotalAmt |
| Program Services | $83,097 | ProgramServicesAmt |
| Management And General | $59,231 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,805 | TotalAmt |
| Program Services | $24,407 | ProgramServicesAmt |
| Management And General | $17,398 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,835,224 | TotalAmt |
| Program Services | $3,653,864 | ProgramServicesAmt |
| Management And General | $744,440 | ManagementAndGeneralAmt |
| Fundraising | $436,920 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $540,157 | BOYAmt |
| EOY | $1,575,969 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,176,624 | BOYAmt |
| EOY | $1,678,017 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,084,840 | BOYAmt |
| EOY | $4,744,531 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,684 | BOYAmt |
| EOY | $49,908 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,879,494 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,663,866 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,357,956 | BOYAmt |
| EOY | $2,215,628 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,014,510 | BOYAmt |
| EOY | $23,526,132 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,235,714 | BOYAmt |
| EOY | $23,731,845 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,056,199 | BOYAmt |
| EOY | $8,074,073 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,555,684 | BOYAmt |
| EOY | $65,596,103 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,540 | BOYAmt |
| EOY | $227,199 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,540 | BOYAmt |
| EOY | $227,199 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,628,266 | BOYAmt |
| EOY | $48,899,131 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,730,878 | BOYAmt |
| EOY | $16,469,773 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,359,144 | BOYAmt |
| EOY | $65,368,904 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,555,684 | BOYAmt |
| EOY | $65,596,103 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,163,336 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,828,550 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $17,874 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,098,279 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,592,093 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,077,823 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,878,483 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,233,242 | CurrentTaxYearAmt |
| Total | $24,879,920 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,098,279 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,592,093 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,077,823 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,878,483 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,233,242 | CurrentTaxYearAmt |
| Total | $24,879,920 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,212,615 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,667,305 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $781,603 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $971,196 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $370,933 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $438,608 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $871,824 | CurrentTaxYearAmt |
| Total | $3,434,164 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,314,084 | TotalSupportAmt |
| Public Support CY170 | 0.72990 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71840 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,885,748 | BeginningYearBalanceAmt |
| Contributions | $656,531 | ContributionsAmt |
| Investment Earnings Or Losses | $6,457,848 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,683,312 | OtherExpendituresAmt |
| End Year Balance | $58,316,815 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,964,656 | BeginningYearBalanceAmt |
| Contributions | $9,774,641 | ContributionsAmt |
| Investment Earnings Or Losses | $4,911,800 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,765,349 | OtherExpendituresAmt |
| End Year Balance | $52,885,748 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,397,891 | BeginningYearBalanceAmt |
| Contributions | $982,506 | ContributionsAmt |
| Investment Earnings Or Losses | $6,522,609 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,938,350 | OtherExpendituresAmt |
| End Year Balance | $39,964,656 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,987,411 | BeginningYearBalanceAmt |
| Contributions | $1,259,220 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,966,208 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,882,532 | OtherExpendituresAmt |
| End Year Balance | $34,397,891 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,783,754 | BeginningYearBalanceAmt |
| Contributions | $1,940,539 | ContributionsAmt |
| Investment Earnings Or Losses | $5,146,556 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,883,438 | OtherExpendituresAmt |
| End Year Balance | $37,987,411 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.79000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.21000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $723,608 | OtherCostOrOtherBasisAmt |
| Book Value | $723,608 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,411,933 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,020,974 | DepreciationAmt |
| Book Value | $1,390,959 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $743,953 | OtherCostOrOtherBasisAmt |
| Depreciation | $642,892 | DepreciationAmt |
| Book Value | $101,061 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,215,628 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS | Desc |
| Book Value | $23,731,845 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $23,731,845 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN FEDERAL TRUST | Desc |
| Book Value | $8,074,073 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,074,073 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,691,090 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,828,550 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$136,020 | OtherRevenueAmt |
| Revenue Not Reported | $2,692,530 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,998,560 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,998,560 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,681,330 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,681,330 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $153,894 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $153,894 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,835,224 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 17,874. INVESTMENT MANAGEMENT FEES -153,894. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | 0 | 0 | INVESTMENTS | $9,448,985 | |
| Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, | 0 | 0 | INVESTMENTS | $1,031,842 | |
| East Asia and the Pacific - Australia, Brunei, Burma, Cambodia, etc. | 0 | 0 | FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) | $85,257 | FELLOWSHIPS & GLOBAL NETWORK EVENTS |
| Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, Belgium | 0 | 0 | FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) | $20,424 | FELLOWSHIPS & GLOBAL NETWORK EVENTS |
| Middle East and North Africa | 0 | 0 | FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) | $54,409 | FELLOWSHIPS & GLOBAL NETWORK EVENTS |
| South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, etc. | 0 | 0 | FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) | $58,477 | FELLOWSHIPS & GLOBAL NETWORK EVENTS |
| Sub-Saharan Africa - Angola, Benin, Botswana, Burkina Faso, | 0 | 0 | FUNDRAISING (REVENUE) AND PROGRAM SERVICES (EXPENSE) | $46,697 | FELLOWSHIPS & GLOBAL NETWORK EVENTS |
| South Asia | 0 | 0 | PROGRAM SERVICES (EXPENSE) | $42,628 | FELLOWSHIPS & GLOBAL NETWORK EVENTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $10,788,719 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $10,788,719 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| FELLOWSHIPS | East Asia and the Pacific | 10 | $85,257 | WIRE | FMV |
| FELLOWSHIPS | Europe (Including Iceland & Greenland) | 12 | $20,424 | WIRE | FMV |
| FELLOWSHIPS | Middle East and North Africa | 6 | $54,409 | WIRE | FMV |
| FELLOWSHIPS | South America | 6 | $58,477 | WIRE | FMV |
| FELLOWSHIPS | South Asia | 5 | $42,628 | WIRE | FMV |
| FELLOWSHIPS | Sub-Saharan Africa | 5 | $46,697 | WIRE | FMV |
| FELLOWSHIPS | Central America and the Caribbean | 1 | $11,780 | WIRE | FMV |
| FELLOWSHIPS | WIRE | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FELLOWSHIPS/SCHOLARS | GrantTypeTxt |
| Recipient | 5 | RecipientCnt |
| Cash Grant | $386,394 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GEORGE de LAMA | ||||||||||||||
| PRESIDENT | $359,432 | $0 | $25,000 | $0 | $0 | $0 | $14,250 | $0 | $33,955 | $0 | $432,637 | $0 | $0 | $0 |
| ERIN HILLMAN | ||||||||||||||
| V.P. PROGRAM & OPERATIONS | $251,388 | $0 | $25,000 | $0 | $0 | $0 | $13,968 | $0 | $40,302 | $0 | $330,658 | $0 | $0 | $0 |
| STEPHANIE S GROPP | ||||||||||||||
| DIRECTOR OF FINANCE & OPERATIONS | $159,455 | $0 | $10,000 | $0 | $0 | $0 | $9,554 | $0 | $34,841 | $0 | $213,850 | $0 | $0 | $0 |
| PATRICK FISCHER | ||||||||||||||
| DIRECTOR OF GLOBAL NETWORK PROGRAM | $135,700 | $0 | $0 | $0 | $0 | $0 | $6,986 | $0 | $26,802 | $0 | $169,488 | $0 | $0 | $0 |
| CARLA RICCI | ||||||||||||||
| HEAD OF INSTITUTIONAL ADVANCEMENT | $127,008 | $0 | $0 | $0 | $0 | $0 | $6,440 | $0 | $33,336 | $0 | $166,784 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $137,438 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV @ TRANSFER DATE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 17,874. |