TY 2015 Form 990

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(1) E QUINN PEEPER...................................................................... PRESIDENT	3.00 .................	X	X
(2) HOLLISTER STURGES...................................................................... TREASURER	3.00 .................	X	X
(3) PAUL BERESFORD-HILL...................................................................... CHAIRMAN	3.00 .................	X	X
(4) LAURA J PHELPS...................................................................... VICE CHAIR	3.00 .................	X	X
(5) ANNE DUPONT WESTBROOK...................................................................... DIRECTOR THRU 12/1/2015	3.00 .................	X
(6) CHARLES D REAVES...................................................................... DIRECTOR	3.00 .................	X
(7) CHRISTOPHER HODGKINS...................................................................... DIRECTOR	3.00 .................	X
(8) CHRISTOPHER MEDALIS...................................................................... DIRECTOR	3.00 .................	X
(9) DARRELL W HILL...................................................................... DIRECTOR	3.00 .................	X
(10) DONALD BEST...................................................................... DIRECTOR	3.00 .................	X
(11) F DAVID GRISSET...................................................................... DIRECTOR	3.00 .................	X
(12) GEORGE T WILLIAMSON...................................................................... DIRECTOR	3.00 .................	X
(13) GLORIA B NORRIS...................................................................... REGION 2 CHAIRMAN	3.00 .................	X
(14) HENRY WILLIAMS III...................................................................... DIRECTOR	3.00 .................	X
(15) JAMES W KERR JR...................................................................... REGION 7 CHAIRMAN	3.00 .................	X
(16) JAN SLEE...................................................................... DIRECTOR	3.00 .................	X
(17) JEFFREY L SCHNABEL...................................................................... REGION 6 CHAIRMAN	3.00 .................	X

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(18) KAREN BLAIR BRAND........................................................................ DIRECTOR	3.00 .......................	X			0	0
(19) LOVEDAY L CONQUEST........................................................................ DIRECTOR	3.00 .......................	X			0	0
(20) M CHRISTINE CARTY........................................................................ DIRECTOR	3.00 .......................	X			0	0
(21) MARY ALICE PHELAN........................................................................ REGION 5 CHAIRMAN	3.00 .......................	X			0	0
(22) JOSIAH BUNTING III........................................................................ DIRECTOR	3.00 .......................	X			0	0
(23) PAUL HAIGNEY........................................................................ DIRECTOR	3.00 .......................	X			0	0
(24) POLLY W COX........................................................................ DIRECTOR	3.00 .......................	X			0	0
(25) T HOKE HUSS........................................................................ DIRECTOR	3.00 .......................	X			0	0
(26) ELLEN LECOMPTE........................................................................ REGION 4 CHAIRMAN THRU 10/5/2016	3.00 .......................	X			0	0
(27) DONNA MILLER........................................................................ DIRECTOR	3.00 .......................	X			0	0
(28) PETER FREY........................................................................ DIRECTOR	3.00 .......................	X			0	0
(29) JULIA HANSEN........................................................................ DIRECTOR	3.00 .......................	X			0	0
(30) SUSAN SINCLAIR........................................................................ DIRECTOR	3.00 .......................	X			0	0
(31) PHILIP SJOGREN........................................................................ DIRECTOR	3.00 .......................	X			0	0
(32) ROGER STACEY........................................................................ DIRECTOR	3.00 .......................	X			0	0
(33) CHRISTOPHER BROADWELL........................................................................ EXEC DTR/SECRETARY	40.00 .......................		X		130,285	19,169
(34) EDWARD MOHYLOWSKI........................................................................ DEPUTY EXECUTIVE DIRECTOR	40.00 .......................			X	102,894	12,226

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
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Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

Name of the organization

THE ENGLISH-SPEAKING UNION OF THE UNITED
STATES - NATIONAL HEADQUARTERS

Employer identification number

13-1623995

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ))

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 11g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ..............

Provide the following information about the supported organization(s).

(i)Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i)Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2015

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) ....
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10.

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2015 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2014 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2015. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2014. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2015. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2014. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2015

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .	319,427	958,067	574,905	536,266	1,200,637	3,589,302
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......	214,561	246,558	271,352	475,293	502,067	1,709,831
3	Gross receipts from activities that are not an unrelated trade or business under section 513...
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge..
6	Total. Add lines 1 through 5.	533,988	1,204,625	846,257	1,011,559	1,702,704	5,299,133
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...	26,100	31,480	66,925	70,460	75,543	270,508
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.						0
c	Add lines 7a and 7b..	26,100	31,480	66,925	70,460	75,543	270,508
8	Public support. (Subtract line 7c from line 6.)						5,028,625

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
9	Amounts from line 6...	533,988	1,204,625	846,257	1,011,559	1,702,704	5,299,133
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	404,207	414,681	373,070	369,239	314,782	1,875,979
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.	404,207	414,681	373,070	369,239	314,782	1,875,979
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..	22,759	52,468		9,106	65,647	149,980
13	Total support. (Add lines 9, 10c, 11, and 12.)..	960,954	1,671,774	1,219,327	1,389,904	2,083,133	7,325,092

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2015 (line 8, column (f) divided by line 13, column (f)) .........

68.650 %

Public support percentage from 2014 Schedule A, Part III, line 15 ...............

62.700 %

Section D. Computation of Investment Income Percentage

Investment income percentage for 2015 (line 10c, column (f) divided by line 13, column (f)) ......

25.610 %

Investment income percentage from 2014 Schedule A, Part III, line 17 .............

30.800 %

19a

331/3% support tests—2015. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2014. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2015

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2015

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2015

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2015

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2015 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2015	(iii) Distributable Amount for 2015
1 Distributable amount for 2015 from Section C, line 6
2 Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions)
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......
e From 2014.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2015 distributable amount
i Carryover from 2010 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2015 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2015 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions)
6 Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions)
7 Excess distributions carryover to 2016. Add lines 3j and 4c.
8 Breakdown of line 7:
a
b
c Excess from 2013.......
d From 2014.......
e From 2015.......

Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:	MISCELLANEOUS - 2011 AMOUNT: $ 22,759. 2012 AMOUNT: $ 52,468. 2014 AMOUNT: $ 9,106. 2015 AMOUNT: $ 65,647.

Schedule A (Form 990 or 990-EZ) 2015

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Name of the organization

THE ENGLISH-SPEAKING UNION OF THE UNITED
STATES - NATIONAL HEADQUARTERS

Employer identification number

13-1623995

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2

Name of organization THE ENGLISH-SPEAKING UNION OF THE UNITED STATES - NATIONAL HEADQUARTERS

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Page 3

Name of organization THE ENGLISH-SPEAKING UNION OF THE UNITED STATES - NATIONAL HEADQUARTERS		Employer identification number 13-1623995

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No.from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Page 4


Name of organization THE ENGLISH-SPEAKING UNION OF THE UNITED STATES - NATIONAL HEADQUARTERS			Employer identification number 13-1623995
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No.from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No.from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No.from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No.from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

THE ENGLISH-SPEAKING UNION OF THE UNITED
STATES - NATIONAL HEADQUARTERS

Employer identification number

13-1623995

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

			(a) Donor advised funds	(b) Funds and other accounts

1	Total number at end of year ....
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ....

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ...........

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ............................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2015

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........

Part V

Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	(c)Two years back	(d)Three years back	(e)Four years back

1a	Beginning of year balance ....	13,282,711	13,038,864	11,273,571	10,318,760	10,461,175
b	Contributions ...	75,565	61,161	73,228	95,255	120,015
c	Net investment earnings, gains, and losses	-370,979	897,545	2,347,911	1,493,405	365,866
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	1,032,650	649,245	609,559	580,783	565,368
f	Administrative expenses ....	74,757	65,614	46,287	53,066	62,928
g	End of year balance ......	11,879,890	13,282,711	13,038,864	11,273,571	10,318,760

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

90.510 %

Permanent endowment SchDMd Bullet

4.310 %

Temporarily restricted endowment SchDMd Bullet

5.170 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations .................

3a(i)

(ii) related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land ...	930,900		930,900
b	Buildings	3,453,042	1,260,500	2,192,542
c	Leasehold improvements
d	Equipment ...	137,509	122,342	15,167
e	Other ...
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				3,138,609

Schedule D (Form 990) 2015

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b)Book value	(c)Method of valuation: Cost or end-of-year market value
(1)Financial derivatives
(2)Closely-held equity interests
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
CAPITAL LEASES	4,866
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	4,866
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2015

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	1,384,817
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-933,038
b	Donated services and use of facilities .........	2b	52,500
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	-880,538
3	Subtract line 2e from line 1..................			3	2,265,355
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	74,757
b	Other (Describe in Part XIII.) ...........	4b	27
c	Add lines 4a and 4b....................			4c	74,784
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	2,340,139

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	2,210,805
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a	52,500
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e	52,500
3	Subtract line 2e from line 1...................			3	2,158,305
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	74,757
b	Other (Describe in Part XIII.) ............	4b	27
c	Add lines 4a and 4b.....................			4c	74,784
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	2,233,089

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART V, LINE 4:	INTENDED USES OF ENDOWMENT FUNDS THE INTENDED USES OF THE ENDOWMENT FUND ARE AS FOLLOWS: BOARD DESIGNATED ENDOWMENT FUND - THE INVESTMENT INCOME AND CAPITAL APPRECIATION EARNED FROM THIS FUND MAY BE USED BY ESU FOR ITS UNRESTRICTED PURPOSES. THE ACCUMULATED INVESTMENT INCOME AND CAPITAL APPRECIATION NET OF TRANSFERS TO CURRENT OPERATIONS ARE REPORTED AS UNRESTRICTED BOARD-DESIGNATED ENDOWMENT NET ASSETS. LUCY DOLBIAC LUARD ENDOWMENT FUND - THE INVESTMENT INCOME AND CAPITAL APPRECIATION EARNED FROM THIS FUND ARE TEMPORARILY RESTRICTED FOR SCHOLARSHIPS AND FELLOWSHIPS. SHELLENS LIBRARY ENDOWMENT FUND - THE INVESTMENT INCOME AND CAPITAL APPRECIATION EARNED FROM THIS FUND ARE TEMPORARILY RESTRICTED FOR BOOK SERVICES. THE ENGLISH-SPEAKING UNION HAS ADOPTED THE TOTAL RETURN CONCEPT FOR THE PURPOSE OF WITHDRAWING EARNINGS FROM ITS COMBINED INVESTMENTS. THE BUDGETED ANNUAL DISTRIBUTION RATE WAS 5% OF THE THREE YEAR AVERAGE MARKET VALUE OF THE COMBINED PORTFOLIO.
PART X, LINE 2:	THE ENGLISH-SPEAKING UNION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ENGLISH-SPEAKING UNION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT DISCLOSURE OR RECOGNITION. THE ENGLISH-SPEAKING UNION IS NO LONGER SUBJECT TO AUDITS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO JUNE 30, 2013.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	BANK INTEREST RECLASS REPORTED IN PART VIII, LINE 3 27.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	BANK INTEREST RECLASS REPORTED IN PART VIII, LINE 3 27.

Schedule D (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

Name of the organization
THE ENGLISH-SPEAKING UNION OF THE UNITED
STATES - NATIONAL HEADQUARTERS

Employer identification number
13-1623995

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section if applicable	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of non-cash assistance	(h) Purpose of grant or assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2015

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of non-cash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of non-cash assistance

(1) RECIPIENT OF THE LUARD MORSE SCHOLARSHIPS: FULL TUITION AND STIPEND FOR LIVING EXPENSES IN THE UNITED KINGDOM FOR 1 SEMESTER	2	45,122
(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.

Return Reference

Explanation

PART I, LINE 2:

THE ORGANIZATION AWARDS THE LUARD MORSE SCHOLARSHIP TO DESERVING STUDENTS ATTENDING UNITED NEGRO COLLEGE FUND INSTITUTIONS, OR HAMPTON AND HOWARD UNIVERSITIES. THE SCHOLARSHIP COVERS FULL TUITION FOR A SEMESTER ABROAD AT AN ENGLISH UNIVERSITY, AND A MODEST STIPEND FOR TRANSPORTATION AND LIVING EXPENSES. THE SCHOLARSHIP IS OPEN TO SOPHOMORE STUDENTS IN ALL DISCIPLINES AND HAS BEEN AWARDED TO STUDENTS MAJORING IN ECONOMICS, PHILOSOPHY, FINANCE, MATHEMATICS LIBERAL ARTS, AND THE SCIENCES. THE ESU FUNDS THE MAJORITY OF OUR SCHOLARSHIPS AND GRANTS BY PAYING THE EDUCATIONAL INSTITUTE DIRECTLY THUS ENSURING THAT THE ASSISTANCE WE PROVIDE IS USED FOR ITS INTENDED PURPOSES. ESU PROGRAM MANAGERS MONITOR SCHOLARS THROUGH EMAIL AND PHONE COMMUNICATIONS AND ALL PROGRAMS REQUIRE THAT THE BENEFACTOR SUBMIT WRITTEN REPORTS DURING AND AFTER THE SCHOLARSHIP. RECIPIENTS OF ESU PROGRAMMING AID ARE SELECTED THROUGH THE PARTICULAR CRITERIA EACH PROGRAM REQUIRES. FOR EXAMPLE, THE LUARD SCHOLARSHIP REQUIRES AN APPLICATION, ESSAY WRITING AND INTERVIEW PROCESS. THE ORGANIZATION MAINTAINS RECORDS OF ALL DISBURSEMENTS FOR SCHOLARSHIP AWARDS AND ASSOCIATED STIPENDS IN THEIR ACCOUNTING BOOKS AND RECORDS IN CONCERT WITH THE GENERALLY ACCEPTED ACCOUNTING PRINCIPLES.

Schedule I (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

Name of the organization

THE ENGLISH-SPEAKING UNION OF THE UNITED
STATES - NATIONAL HEADQUARTERS

Employer identification number

13-1623995

Return Reference	Explanation
FORM 990, BOX B:	THE ORGANIZATION AMENDED ITS RETURN TO REFLECT THE FOLLOWING CHANGES: 1. REVISED PART I, LINE 1 FOR THE MOST SIGNIFICANT ACTIVITIES FOR THE PAST FISCAL YEAR 2. REVISED PART III, LINE 1 FOR THE ORGANIZATION'S MISSION STATEMENT 3. REVISED THE DESCRIPTIONS IN PART III, LINES 4A - 4D FOR THE ORGANIZATION'S PROGRAM ACCOMPLISHMENTS DURING FISCAL YEAR 2016.
FORM 990, PART VI, SECTION A, LINE 6	THE ENGLISH SPEAKING UNION OF THE UNITED STATES "ESU" SHALL HAVE CLASSES OF MEMBERS AS MAY BE DETERMINED FROM TIME TO TIME BY A RESOLUTION OF THE BOARD OF DIRECTORS. THE DESIGNATION AND CHARACTERISTICS OF EACH CLASS AND THE QUALIFICATIONS AND RIGHTS OF, AND THE LIMITATIONS UPON, THE MEMBERS OF EACH CLASS SHALL BE SET FORTH IN A RESOLUTION OF THE BOARD. AN ORGANIZATION OR INDIVIDUAL CAN BECOME A MEMBER OF THE ESU UPON PAYMENT OF MEMBERSHIP FEES. MEMBERSHIP CLASSES ARE AS FOLLOWS: INDIVIDUAL MEMBERS, ORGANIZATIONAL MEMBERS, NATIONAL MEMBERS, MEMBERS-AT-LARGE, LIFE MEMBERS, AND HONORARY MEMBERS AS DETERMINED BY THE BOARD.
FORM 990, PART VI, SECTION A, LINE 7A	ALL MEMBERSHIP CLASSES OF ESU HAVE THE RIGHTS AND PRIVILEGES TO NOMINATE CANDIDATES AND ELECT THE BOARD OF DIRECTORS, INTRODUCE AND ADOPT MOTIONS TO THE ANNUAL GENERAL MEETING (AGM), HAVE ACCESS IN A TIMELY FASHION TO A SCHEDULE OF MEETINGS OF THE NATIONAL BOARD AND STANDING COMMITTEES AND TO THE MINUTES OF THOSE MEETINGS AND OBSERVE MEETINGS OF THE NATIONAL BOARD AND STANDING COMMITTEES
FORM 990, PART VI, SECTION A, LINE 7B	ALL MEMBERSHIP CLASSES OF ESU HAVE THE RIGHT TO APPROVE BOARD MEMBER NOMINATIONS.
FORM 990, PART VI, SECTION B, LINE 11	THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT AN ACCURATE AND COMPLETE RETURN IS FILED. AFTER THE RETURN HAS BEEN PREPARED A COPY IS EMAILED TO BOTH THE EXECUTIVE DIRECTOR AND THE BOARD FOR REVIEW. ANY COMMENTS ARE SUMMARIZED AND ADDRESSED. ONCE THIS PROCESS HAS BEEN COMPLETED, THE RETURN IS READY TO BE FILED.
FORM 990, PART VI, SECTION B, LINE 12C	THE ENGLISH-SPEAKING UNION OF THE UNITED STATES - NATIONAL HEADQUARTERS CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY WHICH IT MONITORS AND ENFORCES. THE BOARD CURRENTLY MANDATES THAT ALL MEMBERS OF THE GOVERNING BODY AND OFFICERS DISCLOSE ALL INTERESTS THAT COULD LEAD TO CONFLICTS WHEN ELECTED TO THE BOARD AND AGAIN UPON RE-ELECTION. THE ORGANIZATION HAS A WRITTEN POLICY THAT REQUIRES ALL MEMBERS OF MANAGEMENT AND THE GOVERNING BODY TO ANNUALLY SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. THE SIGNED CONFLICT OF INTEREST POLICY IS THEN SUBMITTED TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS WHO REVIEWS THE SIGNED ATTESTATIONS FOR POTENTIAL OR ACTUAL CONFLICTS. IF A POTENTIAL OR ACTUAL CONFLICT OF INTEREST EXISTS, THE AUDIT COMMITTEE WILL NOTIFY MEMBERS OF MANAGEMENT OR THE GOVERNING BODY ABOUT SUCH CONFLICT AND INVESTIGATE THE CONFLICT. THE OFFICER OR DIRECTOR WHO MAY HAVE A CONFLICT OF INTEREST WILL BE EXCUSED FROM THE BOARD OR COMMITTEE MEETING FOR THE DURATION OF THE DISCUSSION AND VOTE ON THE MATTER. THE RESULTS OF THE INVESTIGATION WILL BE SUMMARIZED AND DOCUMENTED BY THE AUDIT COMMITTEE AND IS THEN REPORTED TO THE BOARD CHAIRMAN. IF THE BOARD ESTABLISHES THAT AN ACTUAL CONFLICT EXISTS, THE MEMBER OF MANAGEMENT OR THE GOVERNING BODY WILL BE NOTIFIED IMMEDIATELY AND WILL NOT BE ALLOWED TO VOTE OR BE A PART OF ANY DECISIONS ABOUT ANY SUCH TRANSACTIONS THAT HAVE TO DO WITH THE CONFLICT UNTIL SUCH TIME THERE IS NO LONGER A CONFLICT. ALL ACTION REGARDING FINANCIAL INTEREST TRANSACTIONS ARE RECORDED IN THE MINUTES OF THE BOARD OR BOARD COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 15A	THE ENGLISH-SPEAKING UNION HAS THE FOLLOWING WRITTEN COMPENSATION POLICY FOR THEIR COMPENSATION COMMITTEE TO FOLLOW IN ESTABLISHING THE COMPENSATION FOR THE CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, OTHER OFFICERS OR KEY EMPLOYEES. THE POLICY MANDATES THAT EXECUTIVE COMPENSATION BE PERIODICALLY REVIEWED BY THE COMPENSATION COMMITTEE AND THAT THE COMMITTEE SHOULD BE FREE OF CONFLICTS OF INTEREST. IN ADDITION, THE APPROVING COMPENSATION COMMITTEE NEEDS TO REVIEW APPROPRIATE AND ADEQUATE DATA TO DETERMINE THE REASONABLENESS OF COMPENSATION BEING CONSIDERED. THE COMPENSATION COMMITTEE IS REQUIRED TO USE A VARIETY OF INFORMATION AND STUDIES THAT ARE AVAILABLE TO DETERMINE THAT THE APPROPRIATE LEVEL OF COMPENSATION IS BEING PAID TO ITS EXECUTIVES. THE COMPENSATION COMMITTEE'S DECISION ON THE AMOUNT OF COMPENSATION PAID IS REQUIRED TO BE ADEQUATELY DOCUMENTED IN A CONTEMPORANEOUSLY WRITTEN FORMAT AND SHOULD DOCUMENT THE DATE OF THE DECISION, THE MEMBERS PRESENT DURING THE DECISION AND THOSE WHO VOTED ON IT, THE FULL TERMS OF THE TRANSACTION THAT WAS APPROVED AND THE COMPARABLE DATA USED AND RELIED UPON TO MAKE THE DECISION. THE PROCESS FOR DETERMINING EXECUTIVE COMPENSATION WAS LAST UNDERTAKEN ON 07/01/2015.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE WWW.ESUUS.ORG. A COPY OF THE FINANCIAL STATEMENTS WILL BE SENT UPON REQUEST OR CAN BE SEEN AT THE NATIONAL HEADQUARTERS. ITS FEDERAL FORM 990 IS AVAILABLE ONLINE AND MAY BE STUDIED AT THE NATIONAL HEADQUARTERS UPON REQUEST. ALL GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE AT THE NATIONAL HEADQUARTERS UPON REQUEST.
FORM 990, PART XII, LINE 2C:	THE PROCESS FOR ASSUMING RESPONSIBILITY FOR AUDIT OVERSIGHT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2015

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: THE ENGLISH-SPEAKING UNION (ESU) EMPLOYS ENGLISH AS A CATALYST TO FOSTER GLOBAL UNDERSTANDING AND GOOD WILL THROUGH EDUCATIONAL OPPORTUNITIES AND CULTURAL EXCHANGE PROGRAMS. IN A SHRINKING WORLD DOMINATED BY DOLLARS AND DIGITS, BLOOD NATIONAL BORDERS AND UNPRECEDENTED NUMBERS OF DISPLACED PERSONS, THE ESU BELIEVES IN BUILDING A BETTER WORLD THROUGH THE ENGLISH LANGUAGE AND INTERNATIONAL EXCHANGE. WE WORK TO INSPIRE COMMON BONDS, PERSON-TO-PERSON, ONE CONVERSATION, ONE PRESENTATION AND ONE EXCHANGE AT A TIME. BY PROMOTING CREATIVE AND CONFIDENT CIVIL DISCOURSE, WE ENABLE PARTICIPANTS TO RISE TO THEIR POTENTIAL AS INDIVIDUALS, THRIVE AS GLOBAL CITIZENS, AND JOIN WORLDWIDE IN PURSUING CONDITIONS FOR PEACE.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	30
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	30
5	Total number of individuals employed in calendar year 2015 (Part V, line 2a) ......	5	17
6	Total number of volunteers (estimate if necessary) .............	6	3,175
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	536,266	1,200,637
9	Program service revenue (Part VIII, line 2g) .........	475,293	502,067
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	840,673	562,088
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	-2,283	75,347
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,849,949	2,340,139
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	28,314	45,122
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	1,035,496	1,040,388
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 140,173
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,004,741	1,147,579
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	2,068,551	2,233,089
19	Revenue less expenses. Subtract line 18 from line 12.......	-218,602	107,050
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	16,895,175	15,843,971
21	Total liabilities (Part X, line 26).............	415,236	190,020
22	Net assets or fund balances. Subtract line 21 from line 20.....	16,479,939	15,653,951

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 275,817 including grants of $ ) (Revenue $ 185,867 )
	THE ANDREW ROMAY NEW IMMIGRANT CENTER (ARNIC):THE ANDREW ROMAY NEW IMMIGRANT CENTER (ARNIC) IS COMMITTED TO IMPROVING THE LIVES OF NEW IMMIGRANTS BY PROVIDING A WELCOMING ENVIRONMENT, RESOURCES, AND INFORMATION TO HELP THEM IMPROVE THEIR ENGLISH LANGUAGE SKILLS TO EXPLORE WORK AND STUDY OPPORTUNITIES, NETWORK, PURSUE CITIZENSHIP, AND ACQUIRE CULTURAL FLUENCY IN ORDER TO PARTICIPATE FULLY IN AMERICAN SOCIETY. ARNIC PARTICIPANTS RECEIVE A ONE-YEAR SCHOLARSHIP TO PARTICIPATE IN ENGLISH IN ACTION, ENGLISH LANGUAGE CLASSES, WORKSHOPS, AND CULTURAL AND CIVIC TRIPS AND EVENTS. ARNIC IS THE STANDARD-BEARER FOR THE ESU AND REFLECTS THE INSTITUTION'S PRIORITIES AND COURSE OF ACTION. DURING THE 2016 FISCAL YEAR, ARNIC CONTINUED TO BUILD ON THE MOMENTUM BEGUN IN PREVIOUS YEARS, PARTICULARLY WITH REGARDS TO ITS PROGRAM PARTNERSHIPS WITH ORGANIZATIONS INCLUDING STREETWISE PARTNERS AND THE NEW YORK JUNIOR LEAGUE BOTH OF WHICH HAVE LAID THE FOUNDATION FOR AN ONGOING SPECIAL BUSINESS MENTORSHIP PROGRAM TO PAIR RECENT IMMIGRANTS WITH AMERICAN PROFESSIONALS. IN MAY 2016, THE THIRD ANNUAL ARNIC GRADUATION CEREMONY WAS HOSTED BY OPEN SOCIETY FOUNDATIONS, A MAJOR DONOR TO THE PROGRAM. GRADUATION SPEAKERS INCLUDED HASAN MINHAJ OF THE DAILY SHOW, AND, ON BEHALF OF HER FELLOW GRADUATES, MS. FALONNE BELJUBY BILLY DEMBI, ORIGINALLY FROM THE REPUBLIC OF THE CONGO. IN FISCAL YEAR 2016 ALONE, THERE WERE 365 ARNIC MEMBERS. SINCE ITS LAUNCH IN 2013, ARNIC HAS SERVED MORE THAN 500 RECENT IMMIGRANTS FROM 66 COUNTRIES OF ORIGIN.

4b	(Code: ) (Expenses $ 111,855 including grants of $ 45,122 ) (Revenue $ 44,028 )
	NATIONAL SHAKESPEARE COMPETITION:THE ENGLISH-SPEAKING UNION NATIONAL SHAKESPEARE COMPETITION IS A SCHOOL-BASED PROGRAM FOR TEACHERS DESIGNED TO DEVELOP SPEAKING SKILLS, CRITICAL THINKING, AND AN APPRECIATION FOR LITERATURE. STUDENTS READ, ANALYZE, PERFORM, AND RECITE SHAKESPEARE MONOLOGUES AND SONNETS IN THREE QUALIFYING STAGES: AT THE SCHOOL, COMMUNITY, AND NATIONAL LEVELS. IT IS THE ONLY NATIONAL SHAKESPEARE COMPETITION EXCLUSIVELY FOR HIGH SCHOOL STUDENTS. THE 33RD ANNUAL ENGLISH-SPEAKING UNION NATIONAL SHAKESPEARE COMPETITION OCCURRED ON MAY 2, 2016 ON STAGE AT LINCOLN CENTER THEATER IN NEW YORK AND DREW 55 NATIONWIDE WINNERS OF ESU BRANCH COMPETITIONS. THE FIRST-PLACE WINNER FROM HAWAII WON A FULL SCHOLARSHIP TO THE ROYAL ACADEMY OF DRAMATIC ART YOUNG ACTORS SUMMER SCHOOL IN LONDON, ENGLAND. THE RUNNER-UP, REPRESENTING THE GREENWICH BRANCH OF THE ESU, WON A FULL SCHOLARSHIP TO THE AMERICAN SHAKESPEARE CENTER THEATRE CAMP IN STAUNTON, VIRGINIA. TO HONOR THE EVENT, THE HONORABLE BILL DE BLASIO, MAYOR OF THE CITY OF NEW YORK, CITED THE SHAKESPEARE COMPETITION'S 33RD SEASON, AND PROCLAIMED MAY 2ND WILLIAM SHAKESPEARE DAY IN NEW YORK CITY. THE NATIONAL SHAKESPEARE COMPETITION PARTICIPATED IN SHAKESPEARE400, THE INTERNATIONAL YEARLONG OBSERVANCE OF SHAKESPEARE'S LIFE, LEGACY, AND WORK IN HONOR OF THE QUADRICENTENNIAL OF SHAKESPEARE'S DEATH. FOUNDED IN 1983, THE ESU NATIONAL SHAKESPEARE COMPETITION HAS SERVED MORE THAN 300,000 HIGH SCHOOL STUDENTS. ANNUALLY, THE PROGRAM REACHES MORE THAN 21,500 STUDENTS IN 850 COMPETITIONS IN 55 ESU BRANCH COMMUNITIES.

4c	(Code: ) (Expenses $ 75,846 including grants of $ ) (Revenue $ 122,518 )
	ENGLISH IN ACTION:ENGLISH IN ACTION PAIRS NEWCOMERS TO THE UNITED STATES WITH VOLUNTEERS, FLUENT ENGLISH SPEAKERS, FOR ONE-ON-ONE CONVERSATION SESSIONS, HELPING THEM MASTER CONVERSATIONAL ENGLISH AND LEARN ABOUT LIFE IN THE US, WHILE ALSO FOSTERING CROSS-CULTURAL EXCHANGE. A HALLMARK OF THE PROGRAM IS ITS COMPREHENSIVE TUTOR TRAINING FOR THE VOLUNTEERS, WHICH EMPHASIZES THE BEST PRACTICES IN CROSS-CULTURAL LEARNING AND LEADERSHIP DEVELOPMENT. EXPANDED TUTOR TRAININGS FOCUSED THIS YEAR ON CULTURAL COMPETENCY AND WORKING WITH REFUGEES. IN ADDITION TO EXTENSIVE PROGRAM OPERATION IN NEW YORK CITY, ESU BRANCHES IN PORTLAND (OR), SEATTLE (WA), COLUMBUS (OH), LEXINGTON (VA), MONMOUTH COUNTY (NJ), AND NEW ORLEANS (LA) UNDERTAKE THE PROGRAM. THIS YEAR, ENGLISH IN ACTION ENGAGED OVER 400 TUTORS AND NEARLY 700 STUDENTS FROM SOME 65 COUNTRIES.

	(Code: ) (Expenses $ 1,058,214 including grants of $ ) (Revenue $ 149,654 )
	BRITISH UNIVERSITY SUMMER SCHOOL (BUSS) SCHOLARSHIPS PROVIDE AMERICAN HIGH SCHOOL TEACHERS WITH FUNDS TO CONTINUE THEIR EDUCATION AT PRESTIGIOUS CENTERS OF LEARNING IN THE UNITED KINGDOM: OXFORD UNIVERSITY, SHAKESPEARE'S GLOBE THEATRE, AND EDINBURGH UNIVERSITY. THROUGH NEARLY 60 YEARS, ESU BUSS SCHOLARS FROM ALL OVER THE US HAVE RETURNED FROM THEIR STUDIES TO THEIR CLASSROOMS INVIGORATED AND EQUIPPED TO SHARE THEIR NEWLY ACQUIRED TEACHING AND LEARNING STRATEGIES WITH MORE THAN 200,000 STUDENTS NATIONWIDE. SINCE ITS INCEPTION, THE PROGRAM HAS SENT MORE THAN 2,500 AMERICAN HIGH SCHOOL AND MIDDLE SCHOOL TEACHERS TO SUMMER STUDY IN GREAT BRITAIN. IN FISCAL YEAR 2015-2016, IT PROVIDED 54 SCHOLARSHIPS. ESU MIDDLE SCHOOL DEBATE IS AN EDUCATIONAL INITIATIVE FOR STUDENTS IN GRADES 5 TO 8 THAT WAS LAUNCHED WITH SUPPORT FROM THE NATIONAL ENDOWMENT FOR THE HUMANITIES. IT IS DESIGNED TO HELP YOUNG ADOLESCENTS DEVELOP CRITICAL THINKING AND LANGUAGE ARTS SKILLS. THE ESU PARTNERS WITH THE CLAREMONT MCKENNA COLLEGE MIDDLE SCHOOL PUBLIC DEBATE PROGRAM, INTERNATIONAL LEADERS IN MIDDLE SCHOOL DEBATE EDUCATION, TO ESTABLISH INTER-SCHOOL DEBATE PROGRAMS IN ESU BRANCH COMMUNITIES. THE ESU MIDDLE SCHOOL DEBATE PROGRAM CONTINUES TO GROW SIGNIFICANTLY. THIS YEAR, 50 SCHOOLS - PUBLIC, PRIVATE, PAROCHIAL, AND CHARTER - COMPRISED SIX DEBATE LEAGUES - THREE IN NEW YORK, TWO IN NEW JERSEY, AND ONE IN WASHINGTON, D.C. MORE THAN 1,700 STUDENTS ENGAGED IN WEEKLY AFTER-SCHOOL DEBATE ACTIVITIES TO DEVELOP AND HONE STUDENT'S PUBLIC SPEAKING, CRITICAL THINKING, LISTENING, AND DEBATING SKILLS. PARTICIPATING IN 1,530 INDIVIDUAL DEBATES, OUR PROGRAM HAD A RECORD YEAR FOR PARTICIPATION. ON APRIL 16TH, THE 2016 ESU MSPDP CHAMPIONSHIP TOURNAMENT (EAST COAST) WAS HELD AT STONE BRIDGE MIDDLE SCHOOL IN ALLENTOWN, NJ. ALL SIX ESU DEBATE LEAGUES PARTICIPATED BRINGING TOGETHER 250 DEBATERS FROM 29 SCHOOLS FROM NEW YORK, NEW JERSEY, VIRGINIA, MARYLAND, AND WASHINGTON, D.C. THROUGHOUT THE CHAMPIONSHIP TOURNAMENT, 216 ROUNDS OF DEBATE TOOK PLACE WITH THE HELP OF MORE THAN 100 VOLUNTEER JUDGES, LOGGING APPROXIMATELY 6,000 MINUTES OF DEBATE. WITH FIVE ROUNDS OF DEBATE, PLUS AN ADDITIONAL GRAND PUBLIC DEBATE ON THE TOPIC "JUSTICE ANTONIN SCALIA'S SUPREME COURT CAREER DID MORE GOOD THAN HARM."SHAKESPEARE TEACHER PROGRAMS AS PART OF SHAKESPEARE400, THE INTERNATIONAL YEARLONG OBSERVANCE OF SHAKESPEARE'S LIFE, LEGACY, AND WORK IN HONOR OF THE QUADRICENTENNIAL OF HIS DEATH, THE 2016 ESU WORKSHOPS FOCUSED ON TEACHING THE 1623 FIRST FOLIO, THE FIRST COLLECTION OF SHAKESPEARE'S WORKS INCLUDING THE FIRST-KNOWN PRINTING OF MANY OF HIS PLAYS. ESU TEACHING SHAKESPEARE WORKSHOPS UNDERWRITTEN BY ESU BRANCHES TOOK PLACE IN HONOLULU (HI); SYRACUSE (NY); FORT LAUDERDALE (FL); RED BANK (NJ); PROVIDENCE (RI); KANSAS CITY (MO) AND NEW YORK CITY. AMONG THE ESU'S PARTNER ORGANIZATIONS IN THE WORKSHOPS WERE THE KANSAS CITY PUBLIC LIBRARY, THE NEW-YORK HISTORICAL SOCIETY, BROWN UNIVERSITY, LEMOYNE COLLEGE, AND TWO RIVER THEATER OF NJ. ADDITIONALLY, ESU BRANCHES IN CENTRAL FLORIDA, LOS ANGELES, OKLAHOMA CITY, AND TULSA (OK) ORGANIZED INDEPENDENT SUMMER SHAKESPEARE WORKSHOPS FOR TEACHERS. SINCE ITS INCEPTION IN 2010, THE ESU SHAKESPEARE TEACHER PROGRAMS HAVE SERVED MORE THAN 1,000 EDUCATORS FROM OVER 30 STATES. ESU LUARD MORSE SCHOLARSHIPS PROVIDE $25,000 MERIT AWARDS FOR TOP STUDENTS ATTENDING UNITED NEGRO COLLEGE FUND INSTITUTIONS OR HOWARD AND HAMPTON UNIVERSITIES, TO SPEND A SEMESTER OF STUDY AT THE BRITISH UNIVERSITY OF THEIR CHOICE. SCHOLARS HAVE STUDIED AT PRESTIGIOUS BRITISH CENTERS OF LEARNING INCLUDING OXFORD, CAMBRIDGE AND THE LONDON SCHOOL OF ECONOMICS. TALIA SHARPP, A POLITICAL SCIENCE MAJOR, AND ADAYA STURKEY, A BIOLOGY MAJOR, BOTH STUDENTS AT HAMPTON UNIVERSITY IN HAMPTON, VA WERE SELECTED AS THIS YEAR'S RECIPIENTS OF THE ENGLISH-SPEAKING UNION LUARD MORSE SCHOLARSHIP. MS. SHARPP STUDIED AT THE UNIVERSITY OF LONDON, AND MS. STURKEY STUDIED AT OXFORD UNIVERSITY. SINCE 1969, THE LUARD MORSE SCHOLARSHIP HAS SENT 77 AFRICAN-AMERICAN SCHOLARS TO 19 BRITISH UNIVERSITIES. THE ESU SECONDARY SCHOOL EXCHANGE (SSE) IS A MERIT-BASED SCHOLARSHIP THAT PROVIDES TUITION AND ROOM AND BOARD FOR US SCHOLARS TO SPEND A SEMESTER OR YEAR BETWEEN HIGH SCHOOL AND COLLEGE (KNOWN AS A "GAP YEAR") AT A SELECT BRITISH OR ARGENTINE BOARDING SCHOOL, AND FOR UK SCHOLARS TO SPEND THEIR GAP YEAR AT SELECT US SCHOOLS. IN THIS YEAR, 38 SSE STUDENTS ATTENDED SELECT INDEPENDENT SCHOOLS IN THE UK, US, AND ARGENTINA THROUGH THE PROGRAM. SINCE ITS INCEPTION IN 1928, SOME 6,000 STUDENTS HAVE PARTICIPATED. THE WALTER HINES PAGE SCHOLARSHIP IS NAMED AFTER THE HONORABLE WALTER HINES PAGE, AMERICAN AMBASSADOR TO THE COURT OF ST. JAMES'S DURING WORLD WAR I. THIS SCHOLARSHIP OFFERS BRITISH AND ARGENTINE TEACHERS THE OPPORTUNITY TO TRAVEL AND EXCHANGE EDUCATIONAL IDEAS. SCHOLARS TRAVEL TO THE US TO STUDY AN ASPECT OF EDUCATION THAT IS RELEVANT TO THEIR OWN PROFESSIONAL INTERESTS AND DEVELOPMENT. SPONSORED BY THE ESU OF THE COMMONWEALTH AND ESU ARGENTINA, THIS INTERNATIONAL EXCHANGE OF EDUCATIONAL TECHNIQUES AND IDEAS BENEFITS THE EDUCATORS - AND THEIR STUDENTS - ON THREE CONTINENTS. AMERICAN ESU BRANCH MEMBERS ENJOY MEETING AND HOSTING THE TRAVELLING EDUCATORS. LAST YEAR, THE PROGRAM PROVIDED FOUR EDUCATORS WITH THE OPPORTUNITY TO STUDY IN THE US. THE ESU NATIONAL SPEAKERS PROGRAM PRESENTS PROMINENT LECTURERS IN THE FIELDS OF HISTORY, POLITICS, THE ARTS, LITERATURE, AND CURRENT EVENTS IN CITIES ACROSS THE COUNTRY THROUGH THE NETWORK OF ESU BRANCHES. THE ESU NATIONAL ORGANIZATION UNDERWROTE THE EVELYN WRENCH SPEAKER PROGRAM AND PLANNED THEM IN COOPERATION WITH BRANCHES THROUGHOUT THE US. STARTED IN 1920, THE PROGRAM IS NAMED FOR ESU FOUNDER SIR EVELYN WRENCH. THIS YEAR'S WRENCH SPEAKERS INCLUDED RICHARD BUCKLEY OBE, CO-DIRECTOR OF THE UNIVERSITY OF LEICESTER ARCHEOLOGICAL SERVICES; SIMON CLAXTON, RETIRED ENGLISH SCHOOLTEACHER AND FORMER ESU EXCHANGE STUDENT; THE LORD LISVANE KCB, RETIRED CLERK OF THE HOUSE OF COMMONS; ROBERT HULSE, DIRECTOR, LONDON'S BRUNEL MUSEUM; SIR CHRISTOPHER HUM KCMG, FORMER BRITISH AMBASSADOR TO CHINA; PAUL EDMONDSON, HEAD OF RESEARCH AND KNOWLEDGE, SHAKESPEARE BIRTHPLACE TRUST; AND ANDREA MAYS, AUTHOR AND PROFESSOR OF ECONOMICS, CAL STATE UNIVERSITY AT LONG BEACH. THESE SPEAKERS TRAVELLED TO ALL 8 ESU REGIONS AND SPOKE TO 2,477 ESU MEMBERS AT 47 ESU BRANCHES. THE ESU INTERNATIONAL PUBLIC SPEAKING COMPETITION BRINGS 50 INTERNATIONAL COMPETITORS TO LONDON FOR A WEEK IN WHICH STUDENTS PARTICIPATE IN A RANGE OF ACTIVITIES CENTERED ON BOTH COMMUNICATION AND CULTURAL EXCHANGE. THE ESU SENT SHELBY RAGIN, SOPHOMORE AT THE PEDDIE SCHOOL IN HIGHSTOWN, NJ, TO LONDON TO REPRESENT THE US THIS YEAR. COMPETITORS VISITED AND PARTICIPATED IN WORKSHOPS AT SHAKESPEARE'S GLOBE THEATER, ATTENDED A THEATER PERFORMANCE IN LONDON'S WEST END, AND WORKED WITH SOME OF THE ESU OF THE COMMONWEALTH'S MOST EXPERIENCED SPEECH AND DEBATE MENTORS. SINCE ITS INCEPTION IN 1981, THE COMPETITION HAS SERVED MORE THAN 40,000 YOUNG PEOPLE FROM MORE THAN 50 COUNTRIES AROUND THE GLOBE.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 1,058,214 including grants of $ ) (Revenue $ 149,654 )
4e	Total program service expenses1,521,732

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	233,179	0	31,395

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1a	Federated campaigns..		1a
b	Membership dues..		1b	149,398
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	1,051,239

g	Noncash contributions included in lines 1a-1f:$ 7,464
h Total.Add lines 1a-1f.......		1,200,637

			Business Code
2a	EDUCATION FEES	611710	433,594	433,594
b	SPEAKERS AND CONFERENCES	611710	36,931	36,931
c	BOOK SERVICES	611710	31,542	31,542
d
e
f	All other program service revenue.
g Total.Add lines 2a–2f.....			502,067

3 Investment income (including dividends, interest, and othersimilar amounts) ..........			305,082			305,082
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents		9,700
b	Less: rental expenses		0
c	Rental income or (loss)		9,700
d	Net rental income or (loss)......			9,700			9,700
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		6,055,354
b	Less: cost or other basis and sales expenses		5,798,348
c	Gain or (loss)		257,006
d	Net gain or (loss).....			257,006			257,006
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	OTHER INCOME		900099	65,647			65,647
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			65,647
12	Total revenue. See Instructions......			2,340,139	502,067	0	637,435

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21
2	Grants and other assistance to individuals in the United States. See Part IV, line 22	45,122	45,122
3	Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16
4	Benefits paid to or for members
5	Compensation of current officers, directors, trustees, and key employees ....	148,444	101,539	37,465	9,440
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....
7	Other salaries and wages	753,341	482,288	199,116	71,937
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	42,181	28,270	9,009	4,902
9	Other employee benefits .......	25,519	17,072	5,362	3,085
10	Payroll taxes ...........	70,903	47,704	15,660	7,539
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	38,617	9,654	28,963
c	Accounting ...........	76,679	19,170	57,509
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	74,757		74,757
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	165,871	123,389	34,644	7,838
12	Advertising and promotion ....	5,218	5,135	74	9
13	Office expenses .......	120,679	73,409	26,021	21,249
14	Information technology ......	8,825	4,567	3,157	1,101
15	Royalties ..
16	Occupancy ...........	45,196	29,083	11,304	4,809
17	Travel ............	168,873	153,070	14,157	1,646
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	2,420	2,328	92
20	Interest ...........	4,430	1,108	3,322
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	108,254	86,603	16,238	5,413
23	Insurance ...	35,781	9,536	26,245
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	BRITISH SUMMER INSTITUT	246,956	246,956
b	EQUIPMENT MAINTENANCE	18,008	9,720	7,262	1,026
c	PRIZES & AWARDS	14,389	14,389
d	SPEAKER EXPENSES	10,965	10,965
e	All other expenses	1,661	655	827	179
25	Total functional expenses. Add lines 1 through 24e	2,233,089	1,521,732	571,184	140,173
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			102,251	1	109,750
2	Savings and temporary cash investments .........			939,260	2	405,570
3	Pledges and grants receivable, net ......			8,260	3	386,631
4	Accounts receivable, net .............			8,685	4	9,848
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
					6
7	Notes and loans receivable, net ....				7
8	Inventories for sale or use ........				8
9	Prepaid expenses and deferred charges ......			4,763	9	7,203
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	4,521,451
b	Less: accumulated depreciation	10b	1,382,842	3,205,531	10c	3,138,609
11	Investments—publicly traded securities .			12,600,162	11	11,769,879
12	Investments—other securities. See Part IV, line 11 .....			26,263	12	16,481
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........				15
16	Total assets. Add lines 1 through 15 (must equal line 34)...			16,895,175	16	15,843,971

17	Accounts payable and accrued expenses .....	249,134	17	184,154
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..		22
23	Secured mortgages and notes payable to unrelated third parties ..	151,000	23	1,000
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D	15,102	25	4,866
26	Total liabilities. Add lines 17 through 25..	415,236	26	190,020

	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets	15,164,117	27	14,057,735
28	Temporarily restricted net assets ...........	813,307	28	1,083,631
29	Permanently restricted net assets	502,515	29	512,585
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....		30
31	Paid-in or capital surplus, or land, building or equipment fund ...		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances ...........	16,479,939	33	15,653,951
34	Total liabilities and net assets/fund balances ........	16,895,175	34	15,843,971