2022-11-10T05:44:03-06:00 2022-06-30 251408703 SCHNEIDER DOWNS & CO INC 65 EAST STATE STREET SUITE 2000 COLUMBUS OH 43215 990 2021-07-01 311356151 DAVE THOMAS FOUNDATION FOR ADOPTION DAVE 8002753832 4900 TUTTLE CROSSING BLVD DUBLIN OH 43016 RITA L SORONEN PRESIDENT & CEO 8002753832 2022-11-09 1 RITA SORONEN 999009999 SARAH R PIOT P01358891 6146214060 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z RITA L SORONEN 4900 TUTTLE CROSSING BLVD DUBLIN OH 43016 45960768 0 X WWW.DAVETHOMASFOUNDATION.ORG X 1992 OH THE DAVE THOMAS FOUNDATION FOR ADOPTION WILL DRAMATICALLY INCREASE THE NUMBER OF ADOPTIONS OF WAITING CHILDREN FROM NORTH AMERICA'S FOSTER CARE SYSTEMS. 24 23 59 50 0 0 38616876 44482325 71789 134181 465180 453436 53295 704062 39207140 45774004 20497260 24872630 0 0 5224881 6307990 861006 1283526 2985957 2238804 4376092 28821951 36840238 10385189 8933766 65372837 82316858 7975671 10216508 57397166 72100350 X THE DAVE THOMAS FOUNDATION FOR ADOPTION IS A NATIONAL NONPROFIT PUBLIC CHARITY DEDICATED EXCLUSIVELY TO FINDING PERMANENT HOMES FOR MORE THAN 140,000 CHILDREN WAITING IN NORTH AMERICA'S FOSTER CARE SYSTEMS. CREATED BY WENDY'S FOUNDER DAVE THOMAS, WHO WAS ADOPTED, THE FOUNDATION IMPLEMENTS EVIDENCE-BASED, RESULTS-DRIVEN NATIONAL SERVICE PROGRAMS, FOSTER CARE ADOPTION AWARENESS CAMPAIGNS AND INNOVATIVE GRANTMAKING INITIATIVES, AND OFFERS FREE RESOURCES TO ORGANIZATIONS AND PROSPECTIVE PARENTS. 0 0 28292200 24243630 WENDY'S WONDERFUL KIDS:WENDY'S WONDERFUL KIDS, A SIGNATURE PROGRAM OF THE FOUNDATION, IS MAKING A DIFFERENCE FOR THOUSANDS OF CHILDREN ACROSS THE NATION - ONE CHILD AT A TIME. THE DAVE THOMAS FOUNDATION FOR ADOPTION AWARDS GRANTS TO PUBLIC AND PRIVATE AGENCIES TO HIRE ADOPTION PROFESSIONALS WHO IMPLEMENT A PROACTIVE, CHILD-FOCUSED RECRUITMENT STRATEGY TARGETED EXCLUSIVELY ON MOVING AMERICA'S LONGEST-WAITING CHILDREN FROM FOSTER CARE INTO ADOPTIVE FAMILIES. RESEARCH RELEASED IN 2011 FROM A FIVE-YEAR RIGOROUS EVALUATION OF WENDY'S WONDERFUL KIDS CHILD-FOCUSED RECRUITMENT MODEL SHOWED THAT CHILDREN SERVED BY THE PROGRAM ARE UP TO THREE TIMES MORE LIKELY TO GET ADOPTED. WENDY'S WONDERFUL KIDS RECRUITERS WORK WITH CHILDREN AND YOUTH AT GREATEST RISK OF AGING OUT OF FOSTER CARE WITHOUT AN ADOPTIVE FAMILY. THE RECRUITERS HAVE SMALLER CASELOADS, TO ENSURE THEY HAVE THE TIME AND RESOURCES TO GIVE EACH CHILD THE ATTENTION THAT CHILD DESERVES AND EMPLOY AN AGGRESSIVE EVIDENCE-BASED PRACTICE MODEL FOCUSED ON FINDING THE BEST HOME FOR A CHILD.THE DAVE THOMAS FOUNDATION FOR ADOPTION SUPPORTS 505 WENDY'S WONDERFUL KIDS RECRUITERS WORKING FOR CHILDREN IN THE U.S. MORE THAN 12,300 CHILDREN HAVE BEEN ADOPTED AS A RESULT OF WENDY'S WONDERFUL KIDS, AND ANOTHER 705 ARE IN THEIR PRE-ADOPTIVE PLACEMENTS SIMPLY WAITING FOR A FINAL COURT HEARING. 2802868 629000 PROGRAM GRANTS & AWARENESS:THE FOUNDATION IS COMMITTED TO NATIONALLY COMMUNICATING THE URGENCY OF FOSTER CARE ADOPTION AND TO ENCOURAGING EVERYONE TO BECOME AN AMBASSADOR FOR WAITING CHILDREN. YEAR-ROUND AWARENESS EFFORTS INCLUDE DAILY SOCIAL MEDIA COMMUNICATIONS; MARKETING PROGRAMS DISPELLING MYTHS AND MISPERCEPTIONS SURROUNDING THE ISSUE OF FOSTER CARE ADOPTION AND THE CHILDREN WAITING TO BE ADOPTED; THE DEVELOPMENT AND DISTRIBUTION OF FREE EDUCATIONAL RESOURCES; THE PRODUCTION OF NATIONAL TELEVISION ANNOUNCEMENTS; MEDIA ENGAGEMENT AND THOUGHT LEADER SPEAKING AND KEYNOTE OPPORTUNITIES; AND PARTICIPATION IN A NUMBER OF EVENTS ACROSS THE UNITED STATES. ADDITIONALLY, SINCE 2002, THE FOUNDATION HAS COMMISSIONED SEVERAL GROUNDBREAKING STUDIES TO MEASURE AMERICANS' PERCEPTIONS OF FOSTER CARE ADOPTION.IN ADDITION TO FUNDING WENDY'S WONDERFUL KIDS GRANTS, RESOURCES GENERATED BY THE FOUNDATION HELP TO AWARD STRATEGIC NATIONAL GRANTS TO ADOPTION AGENCIES AND ORGANIZATIONS THAT SHARE THE FOUNDATION'S MISSION. THESE GRANTS PROVIDE CRITICAL FOSTER CARE ADOPTION SERVICES AND SUPPORT, PROMOTE BEST PRACTICES IN FOSTER CARE ADOPTION, AND ASSIST WITH EDUCATIONAL MATERIALS AND STRATEGIES FOR PARENTS AND CHILD WELFARE PROFESSIONALS.THIRTEEN ORGANIZATIONS WERE FUNDED UNDER THE NATIONAL GRANTS EFFORT, INCLUDING VOICE FOR ADOPTION (WASHINGTON, D.C.), THE CENTER FOR ADOPTION SUPPORT AND EDUCATION (BURTONSVILLE, MD), THE CONGRESSIONAL COALITION ON ADOPTION, INC. (WASHINGTON, D.C.), FOSTERING MEDIA CONNECTIONS (SAN FRANCISCO, CA), THE NATIONAL COUNCIL FOR ADOPTION (ALEXANDRIA, VA), THE NORTH AMERICAN COUNCIL ON ADOPTABLE CHILDREN (MINNEAPOLIS, MN), ALLIANCE FOR CHILDREN'S RIGHTS (LOS ANGELES, CA), GENERATIONS UNITED, INC. (WASHINGTON, D.C.), FAMILY EQUALITY COUNCIL (NEW YORK, NY), ADOPT AMERICA NETWORK (COLUMBUS, OH), SECOND NURTURE (GLASTONBURY, CT), YATOM THE JEWISH FOSTER & ADOPTION NEWTORK, INC. (PHOENIX, AZ), FIRST FOCUS (WASHINGTON, D.C.). 184868 ADOPTION-FRIENDLY WORKPLACE:IN 1990, PRESIDENT GEORGE H.W. BUSH ASKED DAVE THOMAS, FOUNDER OF WENDY'S, TO BE THE SPOKESPERSON FOR A NEW ADOPTION INITIATIVE. DAVE, AN ADOPTEE AND ADOPTION ADVOCATE, ENTHUSIASTICALLY ACCEPTED THE CHALLENGE AND BEGAN TO SPEAK OUT PUBLICLY, ASKING PEOPLE TO CONSIDER FOSTER CARE ADOPTION AND ENCOURAGING OTHER BUSINESS LEADERS TO OFFER ADOPTION AS A PART OF THEIR EMPLOYEE BENEFIT PLANS. ADOPTION-FRIENDLY WORKPLACE WAS DEVELOPED TO KEEP DAVE THOMAS' WORK IN MOTION. THIS SIGNATURE PROGRAM OFFERS FREE TOOLKITS AND EXPERT GUIDANCE TO EMPLOYERS ACROSS THE NATION. THE GOAL IS TO PROVIDE COMPANIES WITH THE TOOLS AND SUPPORT NEEDED TO SET UP AND PROVIDE THEIR EMPLOYEES ADOPTION BENEFITS, INCLUDING FINANCIAL REIMBURSEMENT AND PAID LEAVE. THE FOUNDATION COMPILES AND PUBLISHES AN ANNUAL LIST OF THE NATION'S 100 BEST ADOPTION-FRIENDLY WORKPLACES LIST AND HIGHLIGHTS THE FORWARD-THINKING EMPLOYERS THAT HAVE ADOPTION BENEFITS IN PLACE. 68139 0 134181 OTHER PROGRAMS:NATIONAL ADOPTION MONTH AND DAY EXPENSES $44,142 INCLUDING GRANTS OF $0 REVENUE $134,181NOVEMBER IS NATIONAL ADOPTION AWARENESS MONTH, A TIME TO CELEBRATE AND RAISE AWARENESS ABOUT FOSTER CARE ADOPTION. THE FOUNDATION JOINS THIS IMPORTANT CONVERSATION BY IMPLEMENTING A MONTH-LONG STRATEGIC EFFORT THAT FOCUSES ON OUTREACH AND EDUCATION, RESOURCE DISTRIBUTION, AND MEDIA COVERAGE TO INCREASE AWARENESS OF FOSTER CARE ADOPTION ACROSS THE COUNTRY.NATIONAL ADOPTION DAY IS HELD EACH YEAR ON THE SATURDAY BEFORE THANKSGIVING. ON THIS DAY DURING NATIONAL ADOPTION AWARENESS MONTH, COURTS AND COMMUNITY ORGANIZATIONS ACROSS THE COUNTRY MAKE IT A PRIORITY TO FINALIZE PENDING FOSTER CARE ADOPTIONS, WHILE CELEBRATING ALL FAMILIES WHO ADOPT. THE FOUNDATION IS HONORED TO BE A LEAD FOUNDING AND FUNDING PARTNER OF THIS EFFORT. POST ADOPTION EXPENSES : $23,997 INCLUDING GRANTS OF $0ROBUST POST-ADOPTION SERVICES ARE CRITICAL FOR MANY FAMILIES WHO ADOPT FROM FOSTER CARE AND OTHER VENUES. THE DAVE THOMAS FOUNDATION FOR ADOPTION HAS DEVELOPED A FREE RESOURCE BOOKLET, "A STEP-BY-STEP GUIDE TO POST-ADOPTION" FOR DISTRIBUTION THAT DEFINES THE TYPES OF RESOURCES AVAILABLE FOR PARENTS AFTER AN ADOPTION IS FINALIZED, HOW TO SELECT AND LOCATE PROVIDERS, AND WHAT TO DO IF RESOURCES DO NOT EXIST IN THEIR COMMUNITIES. IT ALSO INCLUDES RECOMMENDATIONS OF OTHER NATIONAL NON-PROFIT ORGANIZATIONS THAT CAN HELP. IN ADDITION, THE FOUNDATION HAS FUNDED THE CENTER FOR ADOPTION SUPPORT AND EDUCATION (BURTONSVILLE, MD) TO SUPPORT THE CONTINUED DEVELOPMENT OF A CURRICULUM FOR ADOPTION-COMPETENT MENTAL HEALTH PROVIDERS; HAS FUNDED ADOPT AMERICA NETWORK TO CREATE AND OPERATE THE ONGOING ADOPTION AND KINSHIP SUPPORT PROGRAM TO PROVIDE SUPPORTS FOR WWK FAMILIES FROM PRE-FINALIZATION MATCH AND AFTER FINALIZATION; HAS WORKED IN PARTNERSHIP WITH THE AMERICAN ACADEMY OF PEDIATRICS (CHICAGO, IL) TO PRODUCE AND DISTRIBUTE A CRITICAL RESOURCE FOR PEDIATRICIANS WORKING WITH ADOPTIVE FAMILIES; HAS PARTNERED WITH OTHER ORGANIZATIONS ON A NATIONAL POST-ADOPTION CONFERENCE FOR CHILD WELFARE PROFESSIONALS; AND HAS ENGAGED CHILD TRENDS (WASHINGTON, D.C.) TO FURTHER RESEARCH FAMILIES ADOPTED THROUGH WENDY'S WONDERFUL KIDS TO IDENTIFY BOTH SUCCESSFUL POST-ADOPTION RESOURCES AND GAPS IN SERVICES FOR FAMILIES. 68139 0 134181 31348075 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 22 0 1 59 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 23 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH AK AL AR CA FL GA IL KS KY ME MD MA MI MN MS NC NH NJ NM NY OK OR PA RI SC TN UT VA WA WI WV CO MO ND HI LA NV X X ERIC E SPIRES JR SVP CHIEF FINANCIAL OFFICER 6143504736 4900 TUTTLE CROSSING BLVD DUBLIN OH 43016 RITA L SORONEN PRESIDENT & CEO 40.00 0.00 X X 406287 0 19045 JOE TURNER CHAIRMAN 4.00 0.00 X X 0 0 0 ROBERT GEEN VICE CHAIRMAN 1.00 0.00 X X 0 0 0 BRAD CONNER TREASURER 1.00 0.00 X X 0 0 0 MIKE O'MALLEY SECRETARY 1.00 0.00 X X 0 0 0 DEEPAK AJMANI TRUSTEE 1.00 0.00 X 0 0 0 JULIE BIESZCZAT TRUSTEE 1.00 0.00 X 0 0 0 LEIGH BURNSIDE TRUSTEE 1.00 0.00 X 0 0 0 LAURA BUTRICO TRUSTEE 1.00 0.00 X 0 0 0 ERIC DALY TRUSTEE 1.00 0.00 X 0 0 0 LILIANA ESPOSITO TRUSTEE 1.00 0.00 X 0 0 0 PAMELA FARBER TRUSTEE 1.00 0.00 X 0 0 0 KURT KANE TRUSTEE 1.00 0.00 X 0 0 0 JHONNY MERCADO TRUSTEE 1.00 0.00 X 0 0 0 BLAIR MILLER TRUSTEE 1.00 0.00 X 0 0 0 SCOTT MOESCHBERGER TRUSTEE 1.00 0.00 X 0 0 0 WENDY THOMAS MORSE TRUSTEE 1.00 0.00 X 0 0 0 SEAN NIKLAS TRUSTEE 1.00 0.00 X 0 0 0 M COLEY O'BRIEN TRUSTEE 1.00 0.00 X 0 0 0 TODD PENEGOR TRUSTEE 1.00 0.00 X 0 0 0 JOSH SELL TRUSTEE 1.00 0.00 X 0 0 0 GAVIN WAUGH TRUSTEE 1.00 0.00 X 0 0 0 TAMIKA WILLIAMS TRUSTEE 1.00 0.00 X 0 0 0 MIKE ZAK TRUSTEE 1.00 0.00 X 0 0 0 SCOTT KRISS SENIOR VP, CFO (EXITED 03/31/2022) 40.00 0.00 X 188989 0 22982 ERIC SPIRES SENIOR VP, CFO (ENTERED 04/18/2022) 40.00 0.00 X 0 0 0 JENNIFER JUSTICE SVP, STRATEGIC PROGRAM DEVELOPMENT 40.00 0.00 X 191515 0 26593 JILL CRUMBACHER SVP, MARKETING & DEVELOPMENT 40.00 0.00 X 190448 0 27128 DAVID FRISSORA SVP, BUSINESS DEVELOPMENT 40.00 0.00 X 182488 0 32635 MELINDA HAGGERTY SVP & GENERAL COUNSEL 40.00 0.00 X 176059 0 27581 JULIANNE NICHOLS VP, MARKETING & COMMUNICATIONS 40.00 0.00 X 123573 0 21955 ANGELA MARSHALL DIRECTOR, WENDY'S WONDERFUL KIDS 40.00 0.00 X 112094 0 17431 MAREE WHITLOW VP, HUMAN RESOURCES 40.00 0.00 X 124352 0 20417 ANDREA GLASS VP, PROGRAMS 40.00 0.00 X 106510 0 18740 JENNIFER BLANK SENIOR DIRECTOR, DEVELOPMENT 40.00 0.00 X 103309 0 9976 1905624 0 244483 12 0 1 0 M&R STRATEGIC SERVICES INC 1101 CONNECTICUT AVE NW WASHINGTON DC 20036 FUNDRAISING CONSULTANT 663525 CHILD TRENDS INC 7315 WISCONSIN AVE STE 1200 W BETHESDA MD 20814 DATABASE MANAGEMENT AND PROGRAM EVALUATI 331612 PRODUCTION SOLUTIONS 1953 GALLOWS ROAD SUITE 500 VIENNA VA 22182 APPEALS PRINTING & POSTAGE 266215 HARRIS INSIGHTS & ANALYTICS LLC 300 N LASALLE STREET SUITE 5575 CHICAGO IL 60654 RESEARCH ON PUBLIC ATTITUDES & AWARENESS 184000 FACEBOOK INC 1601 WILLOW ROAD MENLO PARK CA 94025 FUNDRAISING AWARENESS 183735 9 377 9604466 34877482 288051 44482325 PROGRAM SERVICE ASSISTANCE 900099 134181 134181 134181 377912 377912 1938 1938 213301 137777 75524 75524 75524 751111 377 48987 702124 702124 45774004 134181 0 1157498 24738449 24738449 134181 134181 1491750 716410 568235 207105 3618434 2022441 936223 659770 106631 57566 23385 25680 808922 468088 183980 156854 282253 152581 79809 49863 11 11 50721 50721 1283526 1283526 79505 79505 492753 300697 192056 818186 748254 67574 2358 144180 49598 18810 75772 573238 513509 56730 2999 304459 161495 91505 51459 110362 42694 5099 62569 27530 8670 11255 7605 289230 269852 8098 11280 53285 53285 FUNDRAISING EXPENSE 360011 360011 PROGRAM TRAINING 292011 292011 RESEARCH & PROGRAM EVAL 249034 249034 ADVOCACY EXPENSES 202150 202150 329426 220395 79925 29106 36840238 31348075 2506206 2985957 111643 27323 33680578 46220773 3149687 1737671 139107 120761 102363 116892 8396000 1222091 7125596 7173909 20985358 26915085 78505 4444 65372837 82316858 30591 207850 7395755 9598016 35000 0 514325 410642 7975671 10216508 X 48380373 67743984 9016793 4356366 57397166 72100350 65372837 82316858 X 8933766 4398200 1371218 X X 0 1 X 1 0 X 31215257 28203595 27238414 38616876 44482325 169756467 31215257 28203595 27238414 38616876 44482325 169756467 38771673 130984794 420149 735058 601733 270192 379850 2406982 172163449 603487 0.76080 0.74910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 36840238 36840238 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 5078408 25000 -613954 108000 4381454 4084609 1102799 109000 5078408 3916811 106000 61798 4084609 3558324 65000 293487 3916811 3310437 258469 10582 3558324 1.00000 0.00000 0.00000 0 0 7359997 490666 6869331 164612 164612 0 871391 566813 304578 7173909 ACCRUED LIABILITIES 410642 410642 X 70608067 4398200 20466381 48987 24913568 45694499 79505 79505 45774004 55904883 20466381 48987 20515368 35389515 79505 1371218 1450723 36840238 PART X, LINE 2: INCOME TAX - THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THERE WAS NO INTEREST OR PENALTIES RECOGNIZED DURING 2022 OR 2021. THE FOUNDATION'S TAX YEARS SINCE 2018 REMAIN SUBJECT TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES - DEDUCTED AGAINST INCOME 48,987. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES - DEDUCTED AGAINST INCOME 48,987. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT RECOVERY 1,371,218. PART V, LINE 4 THE FOUNDATION'S QUASI-ENDOWMENT WAS ESTABLISHED IN 2017 AND CONSISTS OF VARIOUS INVESTMENT FUNDS ESTABLISHED PRIMARILY FOR SUPPORT OF THE FOUNDATION'S MISSION. ITS QUASI-ENDOWMENT REPRESENTS BOARD-DESIGNATED ENDOWMENT FUNDS. AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. TOGETHER, THE ENDOWMENT AND QUASI-ENDOWMENT REPRESENT THE ENDOWMENT FUNDS ("ENDOWMENT FUNDS"). THE FOUNDATION MANAGES ITS ENDOWMENT FUNDS IN ACCORDANCE WITH UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA). UPMIFA PERMITS A NONPROFIT ORGANIZATION TO APPROPRIATE INVESTMENT INCOME AND APPRECIATION ON ENDOWMENT FUNDS FOR OPERATIONS IN ABSENCE OF DONOR RESTRICTIONS. ANNUAL DISTRIBUTIONS WILL BE SPENT IN ACCORDANCE WITH THE ENDOWMENT FUNDS SPENDING POLICY. THE FOUNDATION'S SPENDING POLICY PERMITS WITHDRAWALS NOT TO EXCEED 3% OF THE AVERAGE MARKET VALUE OF THE FUND'S ASSETS FOR THE 12 CONSECUTIVE CALENDAR QUARTERS ENDING DECEMBER 31 OF THE YEAR PRECEDING THE CURRENT FISCAL YEAR. THE DISTRIBUTION OF INCOME REMAINS AT THE DISCRETION OF THE EXECUTIVE BOARD WITHIN THE DIRECTION OF THE BUDGET PROCESS. IN ADDITION, THE FOUNDATION'S INVESTMENT POLICY IS INTENDED TO OUTLINE A PHILOSOPHY AND ATTITUDE THAT WILL GUIDE THE INVESTMENT MANAGEMENT OF THE ASSETS TOWARD THE DESIRED RESULTS. IT IS INTENDED TO BE SUFFICIENTLY SPECIFIC TO BE MEANINGFUL, YET FLEXIBLE ENOUGH TO BE PRACTICAL. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE FOUNDATION RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE FOUNDATION TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES A GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN PRUDENT RISK CONSTRAINTS. 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GENERAL GRANT 134181 0 0 0 0 0 0 134181 0 134181 NORTH AMERICA GENERAL GRANT 134181 WIRE 0 N/A N/A 1 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: PART I, LINE 1: DAVE THOMAS FOUNDATION FOR ADOPTION PROVIDES GRANT SUPPORT TO ITS RELATED ORGANIZATION. GIVEN THIS CLOSE CONNECTION, THE FOUNDATION IS ABLE TO MONITOR ALL FUNDS DISTRIBUTED TO ENSURE THEY ARE USED APPROPRIATELY. X X X 1 M&R STRATEGIC SERVICES INC 1101 CONNECTICUT AVE NW WASHINGTON DC 20032 PROFESSIONAL FUNDRAISING CONSULTANT 0 1020342 825337 195005 AVALON CONSULTING GROUP 805 15TH STREET NW SUITE 700 WASHINGTON DC 20005 PROFESSIONAL FUNDRAISING CONSULTANT 0 305025 194232 110793 1325367 1019569 305798 AL AK AR CA CO CT DC FL GA HI IL IN IA KS KY LA ME MD MA MI MN MS MO MT NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY WENDY'S CONVENTION LIVE AUCTION 117990 117990 13274 THE DAVE GOLF TOURNAMENT 633498 377 633121 35713 751488 377 751111 48987 48987 702124 1 ABBOTT HOUSE 100 NORTH BROADWAY IRVINGTON NY 10533 131991946 501(C)(3) 29412 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS ADOPT AMERICA NETWORK INC 1500 N SUPERIOR STREET SUITE 303 TOLEDO OH 43604 341396924 501(C)(3) 904600 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS ADOPTION CENTER OF THE DELAWARE VALLEY 1500 WALNUT STREET SUITE 701 PHILADELPHIA PA 19102 232484926 501(C)(3) 70000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS ADOPTION RHODE ISLAND 2 BRADFORD STREET PROVIDENCE RI 02903 222543833 501(C)(3) 140000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS AID TO ADOPTION OF SPECIAL KIDS (AASK) - AZ 2320 NORTH 20TH STREET PHOENIX AZ 85006 860611935 501(C)(3) 210000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS ALASKA ADOPTION SERVICES 123 W SPRING STREET LIMA OH 45801 841831744 501(C)(3) 70000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS ALLEN COUNTY CHILDREN SERVICES BOARD 123 W SPRING STREET LIMA OH 45801 346400019 GOVERNMENT 83600 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS ALLIANCE FOR CHILDREN'S RIGHTS 3333 WILSHIRE BOULEVARD LOS ANGELES CA 90010 954358213 501(C)(3) 50000 0 N/A N/A GENERAL GRANT ALLIES FOR EVERY CHILD 5721 W SLAUSON AVENUE SUITE 140 CULVER CITY CA 90230 954117747 501(C)(3) 420000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS ARIZONA'S CHILDREN ASSOCIATION 3716 E COLUMBIA STREET TUCSON AZ 85714 860096772 501(C)(3) 70000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS BERKSHIRE FARM CENTER AND SERVICES FOR YOUTH 500 NEW KARNER ROAD 3RD FLOOR ALBANY NY 12205 141368125 501(C)(3) 150000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS BETHANY CHRISTIAN SERVICES OF GEORGIA 6645 PEACHTREE DUNWOODY ROAD NE ATLANTA GA 303286633 311284895 501(C)(3) 418800 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS BETHANY CHRISTIAN SERVICES OF NEW ENGLAND PO BOX 320 CANDIA NH 03034 042863717 501(C)(3) 70000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CAMELOT COMMUNITY CARE INC 4910-D CREEKSIDE DRIVE CLEARWATER FL 33760 311659302 501(C)(3) 70000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CARING FOR KIDS INC 650 GRAHAM ROAD SUITE 101 CUYAHOGA FALLS OH 44221 341796454 501(C)(3) 1240220 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CATHOLIC CHARITIES NORTH DAKOTA AASK 5201 S BISHOPS BOULEVARD SUITE B FARGO ND 58104 450226416 501(C)(3) 140000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CATHOLIC GUARDIAN SERVICES 1011 1ST AVENUE 10TH FLOOR NEW YORK NY 10022 135562186 501(C)(3) 58824 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDNET INC 313 NORTH STATE ROAD 7 PLANTATION FL 33317 651149351 501(C)(3) 140000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN AWAITING PARENTS INC 274 N GOODMAN STREET SUITE D-103 ROCHESTER NY 14607 161047933 501(C)(3) 75000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S AID AND FAMILY SERVICES INC 200 ROBIN ROAD PARAMUS NJ 07652 221487147 501(C)(3) 74800 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S HOME OF WYOMING CONFERENCE 1182 CHENANGO STREET BINGHAMTON NY 13901 150532090 501(C)(3) 225000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S HOME SOCIETY OF AMERICA 125 S WACKER DRIVE 14TH FLOOR CHICAGO IL 60606 200444863 501(C)(3) 10000 0 N/A N/A DISCRETIONARY GRANT CHILDREN'S HOME SOCIETY OF FLORIDA 3333 FOREST HILL BOULEVARD WEST PALM BEACH FL 33406 590192430 501(C)(3) 70000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S HOME SOCIETY OF NORTH CAROLINA PO BOX 14608 GREENSBORO NC 27415 560529946 501(C)(3) 450000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S HOME SOCIETY OF SOUTH DAKOTA PO BOX 1749 SIOUX FALLS SD 571011749 460224542 501(C)(3) 100000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S HOME SOCIETY OF VIRGINIA 4200 FITZHUGH AVENUE RICHMOND VA 23230 540505884 501(C)(3) 70000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S NETWORK OF HILLSBOROUGH LLC PO BOX 82189 TAMPA FL 33682 881516696 501(C)(3) 208824 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S NETWORK OF SOUTHWEST FLORIDA LLC 2232 ALTAMOUNT AVENUE FT MYERS FL 33901 204968228 501(C)(3) 105000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S SERVICE CENTER OF WYOMING VALLEY INC 335 SOUTH FRANKLIN STREET WILKESBARRE PA 187023897 240795404 501(C)(3) 70000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S WISCONSIN 9000 W WISCONSIN AVENUE SUITE C760 MILWAUKEE WI 53226 390806380 501(C)(3) 70000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CITRUS FAMILY CARE NETWORK 4175 WEST 20 AVENUE HIALEAH FL 33012 591865751 501(C)(3) 140000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CLERMONT COUNTY DEPARTMENT OF JOB AND FAMILY SERVICES 2400 CLERMONT CENTER DRIVE BATAVIA OH 45103 316000067 GOVERNMENT 84900 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CONGRESSIONAL COALITION ON ADOPTION INSTITUTE 311 MASSACHUSETTS AVENUE NE WASHINGTON DC 20002 542035617 501(C)(3) 75000 0 N/A N/A GENERAL GRANT CORNERSTONES OF CARE 300 E 36TH STREET KANSAS CITY MO 64111 431689138 501(C)(3) 134900 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS COUNTY OF SANTA CLARA SOCIAL SERVICES AGENCY 333 WEST JULIAN AVENUE SAN JOSE CA 95110 946000533 GOVERNMENT 84000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS DEPARTMENT FOR COMMUNITY-BASED SERVICES SPECIAL NEEDS ADOPTION PROGRAM 275 EAST MAIN STREET 3W-A FRANKFORT KY 40621 610600439 GOVERNMENT 375000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS DEPAUL COMMUNITY RESOURCES 5650 HOLLINS ROAD ROANOKE VA 24019 541108079 501(C)(3) 70000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS DIAKON LUTHERAN SOCIAL MINISTRIES 798 HAUSMAN ROAD SUITE 300 ALLENTOWN PA 181049108 231857015 501(C)(3) 70000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS EASTERN WASHINGTON UNIVERSITY 210 SHOWALTER HALL CHENEY WA 99004 911019819 501(C)(3) 140000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS FAIRFIELD COUNTY JOB & FAMILY SERVICES 239 W MAIN STREET LANCASTER OH 43130 316400066 GOVERNMENT 92800 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS FAMILY AND CHILDREN'S SERVICE 201 23RD AVENUE NORTH NASHVILLE TN 37203 620499284 501(C)(3) 140000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS FAMILY BUILDERS BY ADOPTION 1900 EMBARCADERO SUITE 303 OAKLAND CA 94606 942936989 501(C)(3) 83000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS FAMILY EQUALITY 475 PARK AVENUE SOUTH SUITE 2100 NEW YORK NY 10016 521438455 501(C)(3) 25000 0 N/A N/A GENERAL GRANT FAMILY PROGRAMS HAWAII 250 VINEYARD STREET HONOLULU HI 96813 990280498 501(C)(3) 70000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS FAMILY SUPPORT SERVICES OF NORTH FLORIDA INC 4057 CARMICHAEL STREET SUITE 101 JACKSONVILLE FL 32207 593759863 501(C)(3) 70000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS FIRST FOCUS 1400 EYE STREET NW SUITE 650 WASHINGTON DC 20005 813185002 501(C)(3) 20000 0 N/A N/A GENERAL GRANT FOCUS ON YOUTH INC 8904 BROOKSIDE AVENUE WEST CHESTER OH 45069 311346995 501(C)(3) 367300 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS FORESTDALE INC 67-35 112TH STREET FOREST HILLS NY 11375 111631747 501(C)(3) 29412 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS FOSTERING MEDIA CONNECTIONS 100 MONTGOMERY STREET THE PRESIDIO SAN FRANCISCO CA 94129 453860344 501(C)(3) 50000 0 N/A N/A GENERAL GRANT FOUR OAKS FAMILY AND CHILDREN'S SERVICES 5400 KIRKWOOD BOULEVARD SW CEDAR RAPIDS IA 52404 421358316 501(C)(3) 140000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS FRANKLIN COUNTY CHILDREN SERVICES 855 WEST MOUND STREET COLUMBUS OH 43223 316400067 GOVERNMENT 519500 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS GATEWAY-LONGVIEW INC 10 SYMPHONY CIRCLE BUFFALO NY 14201 161559402 501(C)(3) 225000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS GENERATIONS UNITED INC 25 E STREET NW 3RD FLOOR WASHINGTON DC 20001 311542973 501(C)(3) 40000 0 N/A N/A GENERAL GRANT GOOD SHEPHERD SERVICES 305 7TH AVENUE 9TH FLOOR NEW YORK NY 10001 135598710 501(C)(3) 58824 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS GOODWILL INDUSTRIES OF WYOMING INC 612 W 17TH STREET CHEYENNE WY 82001 830207663 501(C)(3) 70000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS GRAHAM WINDHAM ONE PIERREPOINT PLAZA SUITE 901 BROOKLYN NY 11201 132926426 501(C)(3) 58824 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS GREENE COUNTY DEPARTMENT OF JOB & FAMILY SERVICES 541 LEDBETTER ROAD XENIA OH 45385 316000271 GOVERNMENT 91100 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS GREENLIGHT FAMILY SERVICES 4256 RAVENSWOOD AVENUE SUITE 201 CHICAGO IL 60613 830408830 501(C)(3) 140000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS GROWING HOME SOUTHEAST 440 KNOX ABBOTT DRIVE SUITE 250 CAYCE SC 29033 201093091 501(C)(3) 560000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS HAMILTON COUNTY DEPARTMENT OF JOB AND FAMILY SERVICES 222 EAST CENTRAL PARKWAY CINCINNATI OH 45202 316000063 GOVERNMENT 810000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS HEARTSHARE ST VINCENT'S SERVICES 66 BOERUM PLACE BROOKLYN NY 11201 111631823 501(C)(3) 88236 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS HELPING HAND HOME FOR CHILDREN INC 3804 AVENUE B AUSTIN TX 78751 741144638 501(C)(3) 140000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS HILLSIDE CHILDREN'S CENTER 215 WYOMING STREET SYRACUSE NY 13204 161493404 501(C)(3) 225000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS HOPE FOR YOUTH INC 201 DIXON AVENUE AMITYVILLE NY 11701 112199918 501(C)(3) 150000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS JEWISH CHILD CARE ASSOCIATION OF NEW YORK 120 WALL STREET 12TH FLOOR NEW YORK NY 10005 131624060 501(C)(3) 117648 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS KIDS ABOVE ALL 3753 S COTTAGE GROVE AVENUE CHICAGO IL 60653 362171716 501(C)(3) 70000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS KLINGBERG FAMILY CENTERS 370 LINWOOD STREET NEW BRITAIN CT 06052 061370693 501(C)(3) 210000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS KVC BEHAVIORAL HEALTHCARE INC 21350 W 153RD STREET OLATHE KS 66061 480770308 501(C)(3) 70000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS LICKING COUNTY DEPARTMENT OF JOB AND FAMILY SERVICES 74 S 2ND STREET PO BOX 5030 NEWARK OH 43058 316400074 GOVERNMENT 190000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS LITTLE FLOWER CHILDREN & FAMILY SERVICES OF NEW YORK 2450 NORTH WADING RIVER ROAD WADING RIVER NY 11792 111633572 501(C)(3) 58824 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS LOUISIANA DEPARTMENT OF CHILDREN AND FAMILY SERVICES 627 N 4TH STREET BATON ROUGE LA 70802 726000800 GOVERNMENT 600000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS LUND FAMILY CENTER INC PO BOX 4009 BURLINGTON VT 054064009 030179434 501(C)(3) 105000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS LUTHERAN FAMILY SERVICES OF NEBRASKA INC 124 SOUTH 24TH STREET SUITE 230 OMAHA NE 68102 237267972 501(C)(3) 210000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS MASSACHUSETTS ADOPTION RESOURCE EXCHANGE INC 45 FRANKLIN STREET 5TH FLOOR BOSTON MA 02110 042227431 501(C)(3) 150000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS MERCYFIRST 525 CONVENT ROAD SYOSSET NY 11791 111635089 501(C)(3) 29412 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS MICHIGAN DEPARTMENT OF HEALTH & HUMAN SERVICES 235 S GRAND AVENUE SUITE 801 LANSING MI 48933 386000134 GOVERNMENT 660000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS MISSION WEST VIRGINIA INC 168 MIDLAND TRAIL SUITE 1 HURRICANE WV 25526 311553133 501(C)(3) 140000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS MISSISSIPPI DEPARTMENT OF CHILD PROTECTION SERVICES 750 N STATE STREET JACKSON MS 39205 646000807 GOVERNMENT 637500 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS MISSISSIPPI FAMILIES FOR KIDS 407 BRIARWOOD DRIVE SUITE 209 JACKSON MS 39206 721371828 501(C)(3) 70000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS MONTGOMERY COUNTY DEPT OF JOB & FAMILY SERVICES CHILDREN SERVICES DIVISION 1111 S EDWIN C MOSES BOULEVARD DAYTON OH 45422 316000172 GOVERNMENT 343200 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS NATIONAL CASAGAL ASSOCIATION 100 W HARRISTON STREET SUITE N500 SEATTLE WA 98119 911255818 501(C)(3) 10000 0 N/A N/A DISCRETIONARY GRANT NATIONAL COUNCIL FOR ADOPTION 225 N WASHINGTON STREET ALEXANDRIA VA 223142561 751721671 501(C)(3) 24000 0 N/A N/A GENERAL GRANT NEXUS-KINDRED FAMILY HEALING 9766 FALLON AVENUE NE SUITE 104 MONTICELLO MN 55362 364494704 501(C)(3) 224000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS NORTH AMERICAN COUNCIL ON ADOPTABLE CHILDREN 970 RAYMOND AVENUE SUITE 106 ST PAUL MN 55114 510188951 501(C)(3) 75000 0 N/A N/A GENERAL GRANT NORTHEAST OHIO ADOPTION SERVICES 5000 E MARKET STREET SUITE 26 WARREN OH 44484 341255887 501(C)(3) 765200 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS OKLAHOMA DEPARTMENT OF HUMAN SERVICES PO BOX 25352 OKLAHOMA CITY OK 73125 736017987 GOVERNMENT 50000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS ONE HOPE UNITED - FLORIDA REGION INC 5405 DIPLOMAT CIRCLE SUITE 200 ORLANDO FL 32810 542082539 501(C)(3) 75000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS PARSONS CHILD AND FAMILY CENTER 60 ACADEMY ROAD ALBANY NY 12208 141347440 501(C)(3) 225000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS PARTNERSHIP FOR STRONG FAMILIES 5950 NW 1ST PLACE SUITE A GAINESVILLE FL 32607 030423150 501(C)(3) 70000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS RAISE THE FUTURE 14232 EAST EVANS AVENUE AURORA CO 80014 840793576 501(C)(3) 3044242 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS RISING GROND INC 463 HAWTHORNE AVENUE YONKERS NY 10705 131860451 501(C)(3) 58824 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS SAINT DOMINIC'S FAMILY SERVICES 500 WESTERN HIGHWAY BLAUVELT NY 10913 131740399 501(C)(3) 29412 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS SCO FAMILY OF SERVICES 1 ALEXANDER PLACE GLEN COVE NY 11542 112777066 501(C)(3) 117648 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS SECOND NATURE 2389 MAIN STREET SUITE 100 GLASTONBURY CT 06033 810898315 501(C)(3) 50000 0 N/A N/A GENERAL GRANT SHELTERING ARMS CHILDREN AND FAMILY SERVICES INC 305 SEVENTH AVENUE 4TH FLOOR NEW YORK NY 10001 133709095 501(C)(3) 29412 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS SPAULDING FOR CHILDREN (MI) 16250 NORTHLAND DRIVE SUITE 120 SOUTHFIELD MI 48075 381871660 501(C)(3) 156000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS SPAULDING FOR CHILDREN (TX) 8582 KATY FREEWAY SUITE 100 HOUSTON TX 77024 742116380 501(C)(3) 140000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS SPECIALIZED ALTERNATIVES FOR FAMILIES AND YOUTH 10100 ELIDA ROAD DELPHOS OH 45833 341630267 501(C)(3) 250400 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS ST JOHN'S LUTHERAN MINISTRIES 2429 MISSION WAY BILLINGS MT 59102 810288768 501(C)(3) 70000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS STANFORD YOUTH SOLUTIONS 8912 VOLUNTEER LANE SACRAMENTO CA 95826 680002878 501(C)(3) 105000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS STARK COUNTY JOB & FAMILY SERVICES 221 3RD STREET SE CANTON OH 44702 346002718 GOVERNMENT 171500 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS STATE OF ALABAMA DEPARTMENT OF HUMAN RESOURCES FAMILY SERVICES DIVISION 50 RIPLEY STREET MONTGOMERY AL 36130 636000619 GOVERNMENT 140000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS SUMMIT COUNTY CHILDREN SERVICES 264 S ARLINGTON STREET AKRON OH 44306 346002767 GOVERNMENT 520795 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS TABOR CHILDREN'S SERVICES INC 57 EAST ARMAT STREET PHILADELPHIA PA 19144 232148612 501(C)(3) 140000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS THE BOYS & GIRLS AID SOCIETY OF OREGON 018 SW BOUNDARY COURT PORTLAND OR 972393939 930386791 501(C)(3) 279900 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS THE CENTER FOR ADOPTION SUPPORT AND EDUCATION 4000 BLACKBURN LANE SUITE 260 BURTONSVILLE MD 20866 522100734 501(C)(3) 200000 0 N/A N/A GENERAL GRANT & WENDY'S WONDERFUL KIDS GRANTS THE CHILDREN'S AID SOCIETY 711 THIRD AVENUE 7TH FLOOR NEW YORK NY 10017 135562191 501(C)(3) 58824 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS THE CHILDREN'S HOME OF POUGHKEEPSIE 10 CHILDRENS WAY POUGHKEEPSIE NY 12601 141364662 501(C)(3) 150000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS THE CHILDREN'S VILLAGE ONE ECHO HILLS DOBBS FERRY NY 10522 131739945 501(C)(3) 238236 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS THE CONTINGENT 809 N RUSSELL STREET SUITE 203 PORTLAND OR 97227 264224606 501(C)(3) 20000 0 N/A N/A DISCRETIONARY GRANT THE NEW YORK FOUNDLING 590 AVENUE OF THE AMERICAS NEW YORK NY 10011 131624123 501(C)(3) 88236 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS THE VILLAGES OF INDIANA INC 3833 NORTH MERIDIAN STREET INDIANAPOLIS IN 46208 351708240 501(C)(3) 1174260 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS TRAC SERVICES FOR FAMILIES 1600 WEST CARSON STREET PITTSBURGH PA 15219 251383638 501(C)(3) 70000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS TRUMBULL COUNTY CHILDREN SERVICES 2282 REEVES ROAD NE WARREN OH 44484 540505969 GOVERNMENT 89100 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS UNITED METHODIST FAMILY SERVICES OF VIRGINIA 3900 WEST BROAD STREET RICHMOND VA 23320 540505969 501(C)(3) 70000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS UPBRING PO BOX 140767 8305 CROSS PARK AUSTIN TX 78714 741109745 501(C)(3) 210000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS VALLEY BEIT MIDRASH 4645 EAST MARILYN ROAD PHOENIX AZ 80532 455443715 501(C)(3) 20000 0 N/A N/A DISCRETIONARY GRANT VOICE FOR ADOPTION 1220 L STREET NW SUITE 100-344 WASHINGTON DC 20005 522011711 501(C)(3) 10000 0 N/A N/A GENERAL GRANT WASHINGTON STATE DEPARTMENT OF CHILDREN YOUTH & FAMILIES 1500 JEFFERSON STREET SE OLYMPIA WA 98501 823847397 GOVERNMENT 225000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS WAYNE COUNTY CHILDREN SERVICES BOARD 2534 BURBANK ROAD WOOSTER OH 44691 346003005 GOVERNMENT 90000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS WOODFORDS FAMILY SERVICES 15 SAUNDERS WAY SUITE 900 WESTBROOK ME 04092 010278395 501(C)(3) 150000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS YELLOWSTONE BOYS AND GIRLS RANCH INC 1732 SOUTH 72ND ST WEST BILLINGS MT 59106 810262019 501(C)(3) 70000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS 123 0 PART I, LINE 2: THE FOUNDATION REQUIRES ALL GRANTEES TO COMPLETE A BUDGET DETAILING HOW THEY WILL UTILIZE FOUNDATION GRANT FUNDS. - WENDY'S WONDERFUL KIDS GRANTEES ARE SUPPLIED A BUDGET TEMPLATE WHICH INCLUDES INSTRUCTIONS AS TO THE APPROPRIATE USES OF FUNDS. THIS BUDGET IS REVIEWED AND CONTENTS ARE NEGOTIATED WITH THE GRANTEE PRIOR TO THE ISSUANCE OF A GRANT CONTRACT. ONCE AGREED UPON, THIS BUDGET BECOMES PART OF THE GRANT CONTRACT. ON A SEMI-ANNUAL BASIS, THE GRANTEES ARE REQUIRED TO SUBMIT AN UPDATE ON THE USE OF FUNDS. THESE SEMI-ANNUAL REPORTS ARE REVIEWED AND ANY ISSUES ARE DISCUSSED WITH THE GRANTEE. AT THE END OF THE GRANT, A FINAL ACCOUNTING OF GRANT FUNDS IS SUBMITTED AND ANY UNSPENT FUNDS ARE REQUIRED TO BE RETURNED TO THE FOUNDATION. THE WENDY'S WONDERFUL KIDS GRANTS BUDGET IS REVIEWED AND APPROVED BY THE FULL BOARD OF TRUSTEES. - GENERAL GRANTEES ARE REQUIRED TO COMPLETE A BUDGET AS TO HOW THEY PROPOSE THE GRANT FUNDS ARE TO BE UTILIZED. GRANT BUDGETS AND ACCOUNTABILITIES ARE APPROVED BY THE STAFF, EXPENDITURES ARE MONITORED SEMI-ANNUALLY AND GENERAL GRANT COMMITMENTS ARE REPORTED TO THE BOARD ANNUALLY. AT THE END OF THE CONTRACTED GRANT PERIOD, THE GRANTEES ARE REQUIRED TO SUBMIT A FINAL ACCOUNTING OF FUNDS. ANY UNSPENT FUNDS ARE REQUIRED TO BE RETURNED TO THE FOUNDATION. X X X X 0 0 0 0 0 0 0 1 0 RITA L SORONEN PRESIDENT & CEO 345782 0 50505 0 10000 0 13000 0 6045 0 425332 0 0 0 JENNIFER JUSTICE SVP, STRATEGIC PROGRAM DEVELOPMENT 175963 0 15000 0 552 0 8271 0 18322 0 218108 0 0 0 JILL CRUMBACHER SVP, MARKETING & DEVELOPMENT 175088 0 15000 0 360 0 8519 0 18609 0 217576 0 0 0 DAVID FRISSORA SVP, BUSINESS DEVELOPMENT 166936 0 15000 0 552 0 8527 0 24108 0 215123 0 0 0 SCOTT KRISS SENIOR VP, CFO (EXITED 03/31/2022) 173989 0 15000 0 0 0 4472 0 18510 0 211971 0 0 0 MELINDA HAGGERTY SVP & GENERAL COUNSEL 160843 0 15000 0 216 0 8472 0 19109 0 203640 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR ESTABLISHING COMPENSATION FOR THE FOUNDATION'S CEO; THE FULL BOARD IS RESPONSIBLE FOR APPROVAL. ON AN ANNUAL BASIS, THE EXECUTIVE COMMITTEE ESTABLISHES THE COMPENSATION OF THE PRESIDENT & CEO BASED UPON PRIOR YEAR PERFORMANCE AND DATA COMPARING SIMILAR ORGANIZATIONS, REGION OF THE COUNTRY AND BUDGET CAPACITY. THE BOARD ALSO USES AN INDEPENDENT COMPENSATION CONSULTANT. PART I, LINE 4 THE EXECUTIVE COMMITTEE AND FULL BOARD OF TRUSTEES REVIEWS AND APPROVES THE ANNUAL BUDGET THAT INCLUDES BUDGETED INCREASES FOR THE REMAINDER OF THE STAFF. THE PRESIDENT & CEO THEN DETERMINES, WITHIN THE PARAMETERS SET BY THE BOARD, WHAT THE INDIVIDUAL SALARIES OF THE STAFF WILL BE, INCLUDING INCREASED COMPENSATION BASED ON COST OF LIVING, MERIT, AND/OR POSITION AMENDMENTS. PART I, LINE 7 THE PRESIDENT & CEO RECEIVED A BONUS OF $50,505 THE SENIOR VP & CFO RECEIVED A BONUS OF $15,000. THE SENIOR VP OF MARKETING & DEVELOPMENT RECEIVED A BONUS OF $15,000. THE SENIOR VP OF STRATEGIC PROGRAM DEVELOPMENT RECEIVED A BONUS OF $15,000. THE SENIOR VP OF GENERAL COUNSEL RECEIVED A BONUS OF $15,000. THE SENIOR VP OF BUSINESS DEVELOPMENT RECEIVED A BONUS OF $15,000. THE VP OF MARKETING AND COMMUNICATIONS RECEIVED A BONUS OF $5,000. THE DIRECTOR OF WENDY'S WONDERFUL KIDS RECEIVED A BONUS OF $3,000. THE SENIOR DIRECTOR OF DEVELOPMENT RECEIVED A BONUS OF $4,000. THE VP OF STRATEGIC PROGRAM DEVELOPMENT RECEIVED A BONUS OF $5,000. THE VP OF HUMAN RESOURCES RECEIVED A BONUS OF $5,000. X 4 188550 FAIR MARKET VALUE X CRYPTO CURRENCY DONATION 2 99501 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER PROVIDED IN COLUMN (B) REPRESENTS THE NUMBER OF DONORS. FORM 990, PART VI, SECTION A, LINE 2 WENDY THOMAS MORSE AND PAMELA FARBER ARE SISTERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED INTERNALLY BY THE FINANCIAL MANAGEMENT TEAM AND PRESIDENT & CEO. UPON THEIR REVIEW A FINAL DRAFT OF FORM 990 WAS SENT VIA EMAIL TO THE BOARD FOR THEIR REVIEW PRIOR TO FILING WITH THE IRS. THEY WERE ASKED TO SUBMIT ANY QUESTIONS/CONCERNS TO FOUNDATION MANAGEMENT WITHIN 3 BUSINESS DAYS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER, STAFF AND KEY VOLUNTEERS SHALL ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH THEY BELIEVE COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. ANY POTENTIAL CONFLICT OF INTEREST SHALL BE TREATED AS CONFIDENTIAL AND SHALL GENERALLY BE MADE AVAILABLE ONLY TO THE BOARD CHAIR, THE PRESIDENT & CEO, AND ANY COMMITTEE APPOINTED TO ADDRESS THE SITUATION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR ESTABLISHING COMPENSATION FOR THE FOUNDATION'S CEO; THE FULL BOARD IS RESPONSIBLE FOR APPROVAL. ON AN ANNUAL BASIS, THE EXECUTIVE COMMITTEE ESTABLISHES THE COMPENSATION OF THE PRESIDENT & CEO BASED UPON PRIOR YEAR PERFORMANCE AND DATA COMPARING SIMILAR ORGANIZATIONS, REGION OF THE COUNTRY AND BUDGET CAPACITY. THE EXECUTIVE COMMITTEE AND FULL BOARD OF TRUSTEES REVIEWS AND APPROVES THE ANNUAL BUDGET THAT INCLUDES BUDGETED INCREASES FOR THE REMAINDER OF THE STAFF. THE PRESIDENT & CEO THEN DETERMINES, WITHIN THE PARAMETERS SET BY THE BOARD, WHAT THE INDIVIDUAL SALARIES OF THE STAFF WILL BE, INCLUDING INCREASED COMPENSATION BASED ON COST OF LIVING, MERIT, AND/OR POSITION AMENDMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAINTAINS A COPY OF ITS FORM 990 AND AUDITED FINANCIAL STATEMENTS ON ITS WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: GRANT RECOVERY 1,371,218. FORM 990, PART VII, LINE 2C THE ORGANIZATION'S OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. DAVE THOMAS FOUNDATION FOR ADOPTION CANADA 5515 NORTH SERVICE ROAD SUITE 201 BURLINGTON ON CA L7L 664 ADOPTION CA 501(C)(3) DAVE THOMAS FOUNDATION FOR ADOPTION 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 DAVE THOMAS FOUNDATION FOR ADOPTION CANADA B 134181 FMV DAVE THOMAS FOUNDATION FOR ADOPTION CANADA L 134181 FMV