2021-11-10T13:01:57-06:00 2021-06-30 251408703 SCHNEIDER DOWNS & CO INC 65 EAST STATE STREET SUITE 2000 COLUMBUS OH 43215 990 2020-07-01 311356151 DAVE THOMAS FOUNDATION FOR ADOPTION DAVE 8002753832 4900 TUTTLE CROSSING BLVD DUBLIN OH 43016 RITA L SORONEN PRESIDENT & CEO 8002753832 2021-11-09 1 RITA SORONEN 999009999 SARAH R PIOT P01358891 6146214060 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z RITA L SORONEN 4900 TUTTLE CROSSING BLVD DUBLIN OH 43016 39671522 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 55 50 0 0 27238414 38616876 98425 71789 624116 465180 258580 53295 28219535 39207140 22309078 20497260 0 0 4678913 5224881 584681 861006 2279557 2707057 2238804 30279729 28821951 -2060194 10385189 50095040 65372837 8761619 7975671 41333421 57397166 X THE DAVE THOMAS FOUNDATION FOR ADOPTION IS A NATIONAL NONPROFIT PUBLIC CHARITY DEDICATED EXCLUSIVELY TO FINDING PERMANENT HOMES FOR MORE THAN 150,000 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 22822111 20132160 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 TURNING 18 AND LEAVING 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 IS FUNDING 472 WENDY'S WONDERFUL KIDS RECRUITERS WORKING FOR CHILDREN IN THE U.S. MORE THAN 10,000 CHILDREN HAVE BEEN ADOPTED AS A RESULT OF WENDY'S WONDERFUL KIDS, AND ANOTHER 788 ARE IN THEIR PRE-ADOPTIVE PLACEMENTS SIMPLY WAITING FOR A FINAL COURT HEARING. 1638997 365100 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.NINE ORGANIZATIONS WERE FUNDED UNDER THE GENERAL 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.) AND FAMILY EQUALITY COUNCIL (NEW YORK, NY). 168787 ADOPTION-FRIENDLY WORKPLACEIN 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 BENEFITS 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. 40468 71789 OTHER PROGRAMS:NATIONAL ADOPTION MONTH AND DAY EXPENSES $23,235 INCLUDING GRANTS OF $0 REVENUE $71,789NOVEMBER 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 : $17,233 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 FUNDED THE CENTER FOR ADOPTION SUPPORT AND EDUCATION (BURTONSVILLE, MD) TO SUPPORT THE CONTINUED DEVELOPMENT OF A CURRICULUM FOR ADOPTION-COMPETENT MENTAL HEALTH PROVIDERS; WORKED IN PARTNERSHIP WITH THE AMERICAN ACADEMY OF PEDIATRICS (CHICAGO, IL) TO PRODUCE AND DISTRIBUTE A CRITICAL RESOURCE FOR PEDIATRICIANS WORKING WITH ADOPTIVE FAMILIES; PARTNERED WITH OTHER ORGANIZATIONS ON A NEW NATIONAL POST-ADOPTION CONFERENCE FOR CHILD WELFARE PROFESSIONALS; AND 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. 40468 71789 24670363 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 0 0 0 0 0 1 1 1 0 0 1 23 0 1 55 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 23 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH AK AL AR CA CT 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 IN IA LA NV SD VT WY MT TX X X SCOTT A KRISS SVP CHIEF FINANCIAL OFFICER 6147646882 4900 TUTTLE CROSSING BLVD DUBLIN OH 43016 RITA L SORONEN PRESIDENT & CEO 40.00 0.00 X X 423831 0 18964 JENNIFER JUSTICE SVP, STRATEGIC PROGRAM DEVELOPMENT 40.00 0.00 X 186388 0 26617 JILL CRUMBACHER SVP, MARKETING & DEVELOPMENT 40.00 0.00 X 185281 0 26892 MELINDA HAGGERTY SVP & GENERAL COUNSEL 40.00 0.00 X 174225 0 29826 DAVID FRISSORA SVP, BUSINESS DEVELOPMENT 40.00 0.00 X 174209 0 29667 JULIANNE NICHOLS VP, MARKETING & COMMUNICATIONS 40.00 0.00 X 121230 0 21339 MAREE WHITLOW VP, HUMAN RESOURCES 40.00 0.00 X 106523 0 23923 ANGELA MARSHALL DIRECTOR, WENDY'S WONDERFUL KIDS 40.00 0.00 X 107028 0 17081 SCOTT KRISS SENIOR VP, CFO (ENTERED 7/6/2020) 40.00 0.00 X 95214 0 9130 MARY SCHELL CHAIRMAN (EXITED 12/31/2020) 4.00 0.00 X X 0 0 0 JOE TURNER VICE CHAIRMAN THRU. 12/20, CHAIRMAN EFF. 1/21 4.00 0.00 X X 0 0 0 ROBERT GEEN TRUSTEE THRU 12/20, VICE CHAIRMAN EFF. 1/21 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 TODD BOEHLY TRUSTEE (EXITED 12/31/2020) 1.00 0.00 X 0 0 0 LEIGH BURNSIDE TRUSTEE 1.00 0.00 X 0 0 0 LAURA BUTRICO TRUSTEE (ENTERED 1/1/2021) 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 JOHN INWRIGHT TRUSTEE (EXITED 12/31/2020) 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 (ENTERED 1/1/2021) 1.00 0.00 X 0 0 0 KEN STROTTMAN TRUSTEE (EXITED 12/31/2020) 1.00 0.00 X 0 0 0 GAVIN WAUGH TRUSTEE (ENTERED 1/1/2021) 1.00 0.00 X 0 0 0 TAMIKA WILLIAMS TRUSTEE (ENTERED 1/1/2021) 1.00 0.00 X 0 0 0 MIKE ZAK TRUSTEE 1.00 0.00 X 0 0 0 1573929 0 203439 8 0 1 0 MARKER INC 2084 US 68 SOUTH BELLEFONTAINE OH 43311 REMODELING WORK ON OFFICE BUILDING 4228985 M&R STRATEGIC SERVICES INC 1101 CONNECTICUT AVE NW WASHINGTON DC 20036 FUNDRAISING CONSULTANT 456426 CHILD TRENDS INC 7315 WISCONSIN AVE STE 1200 W BETHESDA MD 20814 PROGRAM EVALUATION AND DATABASE MGMT 331287 FACEBOOK INC 1601 WILLOW ROAD MENLO PARK CA 94025 FUNDRAISING AWARENESS 154329 RESEARCH TRIANGLE INSTITUTE 3040 E CORNWALLIS ROAD RTP NC 27709 ADOPTION FRIENDLY WORKPLACES SURVEY 102012 5 7020 7035835 31574021 14338 38616876 PROGRAM SERVICE ASSISTANCE 900099 71789 71789 71789 268797 268797 1395 1395 636100 439717 196383 196383 196383 76565 7020 24665 51900 51900 39207140 71789 0 518475 20425471 20425471 71789 71789 1380245 688023 485215 207007 2952248 1640626 665168 646454 86962 47986 16142 22834 574005 334046 126501 113458 231421 123823 59701 47897 81 81 44572 44572 861006 861006 58016 58016 242232 178069 64163 543330 513812 27518 2000 144233 26493 29255 88485 366788 317833 48955 159713 159713 1964 -40 873 1131 7524 -399 7626 297 269539 251480 7547 10512 45404 45404 FUNDRAISING EXPENSE 256713 256713 RESEARCH & PROGRAM EVAL 23425 23425 ADVOCACY EXPENSES 10500 10500 PROGRAM TRAINING 8470 8470 56300 8956 25581 21763 28821951 24670363 1872031 2279557 369235 111643 23712131 33680578 2195146 3149687 185353 139107 81147 102363 8058457 932861 6895781 7125596 16630693 20985358 25554 78505 50095040 65372837 321405 30591 7421835 7395755 0 35000 1018379 514325 8761619 7975671 X 40489201 48380373 844220 9016793 41333421 57397166 50095040 65372837 X 10385189 4029347 1649209 X X 0 1 X 1 0 X 31356182 31215257 28203595 27238414 38616876 156630324 31356182 31215257 28203595 27238414 38616876 156630324 37021521 119608803 1006778 420149 735058 601733 270192 3033910 159664234 582862 0.74910 0.76410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 28821951 28821951 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 4084609 1102799 109000 5078408 3916811 106000 61798 4084609 3558324 65000 293487 3916811 3310437 258469 10582 3558324 3039602 289909 19074 3310437 1.00000 0.00000 0.00000 0 0 7329541 244318 7085223 164612 164612 0 564304 523931 40373 7125596 ACCRUED LIABILITIES 514325 514325 X 61147560 4029347 17944424 24665 21998436 39149124 58016 58016 39207140 45083815 17944424 24665 17969089 27114726 58016 1649209 1707225 28821951 PART X, LINE 2: 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 2021 OR 2020. THE FOUNDATION'S TAX YEARS SINCE 2017 REMAIN SUBJECT TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES - DEDUCTED AGAINST INCOME 24,665. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES - DEDUCTED AGAINST INCOME 24,665. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT RECOVERY 1,649,209. 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 0 0 GENERAL GRANT 71789 0 0 0 0 0 0 71789 0 71789 NORTH AMERICA GENERAL GRANT 71789 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 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 1 M&R STRATEGIC SERVICES INC 1101 CONNECTICUT AVE NW WASHINGTON DC 20032 PROFESSIONAL FUNDRAISING CONSULTANT 0 985915 498432 487483 AVALON CONSULTING GROUP 805 15TH STREET NW SUITE 700 WASHINGTON DC 20005 PROFESSIONAL FUNDRAISING CONSULTANT 0 193681 96826 96855 1179596 595258 584338 AL AK AR CA CO CT 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 UT VT VA WA WV WI WY TX LIVE AUCTIONS 83585 7020 76565 24665 83585 7020 76565 24665 24665 51900 1 ABBOTT HOUSE 100 NORTH BROADWAY IRVINGTON NY 10533 131991946 501(C)(3) 31617 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) 375000 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) 85000 N/A N/A WENDY'S WONDERFUL KIDS GRANTS ADOPTION RHODE ISLAND 2 BRADFORD STREET PROVIDENCE RI 02903 222543833 501(C)(3) 140000 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 N/A N/A WENDY'S WONDERFUL KIDS GRANTS ALASKA ADOPTION SERVICES 123 W SPRING STREET LIMA OH 45801 841831744 501(C)(3) 70000 N/A N/A WENDY'S WONDERFUL KIDS GRANTS ALLEN COUNTY CHILDREN SERVICES BOARD 123 W SPRING STREET LIMA OH 45801 346400019 GOVERNMENT 75000 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 N/A N/A GENERAL GRANT ARIZONA'S CHILDREN ASSOCIATION 3716 E COLUMBIA STREET TUCSON AZ 85714 860096772 501(C)(3) 70000 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) 225000 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) 420000 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 N/A N/A WENDY'S WONDERFUL KIDS GRANTS BUTLER COUNTY CHILDREN SERVICES 300 N FAIR AVENUE HAMILTON OH 45011 316000061 GOVERNMENT 300000 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) 600000 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 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDNET INC 313 NORTH STATE ROAD 7 PLANTATION FL 33317 651149351 501(C)(3) 140000 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 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) 149600 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S BUREAU INC 1575 DR MARTIN LUTHER KING JR ST INDIANAPOLIS IN 46202 351061264 501(C)(3) 69800 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 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S HOME SOCIETY OF FLORIDA 1485 S SEMORAN BLVD SUITE 1448 WINTER PARK FL 32792 590192430 501(C)(3) 70000 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S HOME SOCIETY OF FLORIDA NORTH CENTRAL DIVISION 1801 MICCOSUKEE COMMONS DRIVE TALLAHASSEE FL 32308 590192430 501(C)(3) 70000 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) 373219 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 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 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S HOME SOCIETY OF WASHINGTON 3300 NE 65TH STREET SEATTLE WA 981150190 910575955 501(C)(3) 900000 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 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S SERVICE CTR OF WYOMING VALLEY INC 335 SOUTH FRANKLIN STREET WILKESBARRE PA 187023897 240795404 501(C)(3) 70000 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S WISCONSIN 9000 W WISCONSIN AVE SUITE C760 MILWAUKEE WI 53226 390806380 501(C)(3) 70000 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 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 75000 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 N/A N/A GENERAL GRANT CORNERSTONES OF CARE 300 E 36TH STREET KANSAS CITY MO 64111 431689138 501(C)(3) 140000 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 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 N/A N/A WENDY'S WONDERFUL KIDS GRANTS DEPAUL COMMUNITY RESOURCES 5650 HOLLINS ROAD ROANOKE VA 24019 541108079 501(C)(3) 70000 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 N/A N/A WENDY'S WONDERFUL KIDS GRANTS DISTRICT OF COLUMBIA CHILD & FAMILY SERVICES AGENCY 200 I STREET SE WASHINGTON DC 20003 536001131 112500 N/A N/A WENDY'S WONDERFUL KIDS GRANTS EASTERN WASHINGTON UNIVERSITY 210 SHOWALTER HALL CHENEY WA 99004 911019819 501(C)(3) 280000 N/A N/A WENDY'S WONDERFUL KIDS GRANTS ECKERD CONNECTS 100 N STARCREST DRIVE CLEARWATER FL 33765 592551416 501(C)(3) 140000 N/A N/A WENDY'S WONDERFUL KIDS GRANTS FAIRFIELD COUNTY JOB & FAMILY SERVICES 239 W MAIN STREET LANCASTER OH 43130 316400066 GOVERNMENT 75000 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 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 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) 6600 N/A N/A GENERAL GRANT FAMILY PROGRAMS HAWAII 250 VINEYARD STREET HONOLULU HI 96813 990280498 501(C)(3) 70000 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 N/A N/A WENDY'S WONDERFUL KIDS GRANTS FORESTDALE INC 67-35 112TH STREET FOREST HILLS NY 11375 111631747 501(C)(3) 31617 N/A N/A WENDY'S WONDERFUL KIDS GRANTS FOSTERING MEDIA CONNECTIONS 100 MONTGOMERY ST THE PRESIDIO SAN FRANCISCO CA 94129 453860344 501(C)(3) 40000 N/A N/A GENERAL GRANT FOUR OAKS FAMILY AND CHILDREN'S SERVICES 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 421358316 501(C)(3) 140000 N/A N/A WENDY'S WONDERFUL KIDS GRANTS FRANKLIN COUNTY CHILDREN SERVICES 855 WEST MOUND STREET COLUMBUS OH 43223 316400067 GOVERNMENT 229000 N/A N/A WENDY'S WONDERFUL KIDS GRANTS GATEWAY-LONGVIEW INC 10 SYMPHONY CIRCLE BUFFALO NY 14201 161559402 501(C)(3) 225000 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 N/A N/A GENERAL GRANT GOOD SHEPHERD SERVICES 305 7TH AVENUE 9TH FLOOR NEW YORK NY 10001 135598710 501(C)(3) 63234 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 N/A N/A WENDY'S WONDERFUL KIDS GRANTS GRAHAM WINDHAM ONE PIERREPOINT PLAZA SUITE 901 BROOKLYN NY 11201 132926426 501(C)(3) 63234 N/A N/A WENDY'S WONDERFUL KIDS GRANTS GREENE COUNTY DEPARTMENT OF JOB & FAMILY SERVICES 541 LEDBETTER ROAD XENIA OH 45385 316000271 GOVERNMENT 75000 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 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 600000 N/A N/A WENDY'S WONDERFUL KIDS GRANTS HEARTSHARE ST VINCENT'S SERVICES 66 BOERUM PLACE BROOKLYN NY 11201 111631823 501(C)(3) 94851 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 N/A N/A WENDY'S WONDERFUL KIDS GRANTS HILLSIDE CHILDREN'S CENTER 215 WYOMING STREET SYRACUSE NY 13204 161493404 501(C)(3) 225000 N/A N/A WENDY'S WONDERFUL KIDS GRANTS HOPE FOR YOUTH INC 201 DIXON AVENUE AMITYVILLE NY 11701 112199918 501(C)(3) 225000 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) 126468 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 N/A N/A WENDY'S WONDERFUL KIDS GRANTS KLINGBERG FAMILY CENTERS 370 LINWOOD STREET NEW BRITAIN CT 06052 061370693 501(C)(3) 210000 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 150000 N/A N/A WENDY'S WONDERFUL KIDS GRANTS LILYFIELD INC 501 E 15TH STREET SUITE 400A EDMOND OK 73013 731597486 501(C)(3) 35000 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) 63234 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 501(C)(3) 375000 N/A N/A WENDY'S WONDERFUL KIDS GRANTS LUND FAMILY CENTER INC PO BOX 4009 BURLINGTON VT 054064009 030179434 501(C)(3) 105000 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 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) 140000 N/A N/A WENDY'S WONDERFUL KIDS GRANTS MERCYFIRST 525 CONVENT ROAD SYOSSET NY 11791 111635089 501(C)(3) 31617 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 501(C)(3) 712500 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 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 N/A N/A WENDY'S WONDERFUL KIDS GRANTS MONTGOMERY COUNTY DEPARTMENT OF JOB AND FAMILY SERVICES CHILDREN SERVICES D 1111 S EDWIN C MOSES BLVD DAYTON OH 45422 316000172 GOVERNMENT 300000 N/A N/A WENDY'S WONDERFUL KIDS GRANTS NATIONAL COUNCIL FOR ADOPTION 225 N WASHINGTON STREET ALEXANDRIA VA 223142561 751721671 501(C)(3) 20000 N/A N/A GENERAL GRANT NEXUS-KINDRED FAMILY HEALING 9766 FALLON AVENUE NE SUITE 104 MONTICELLO MN 55362 364494704 501(C)(3) 224000 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 N/A N/A GENERAL GRANT NORTHEAST OHIO ADOPTION SERVICES 5000 EAST MARKET STREET SUITE 26 WARREN OH 44484 341255887 501(C)(3) 450000 N/A N/A WENDY'S WONDERFUL KIDS GRANTS OKLAHOMA DEPARTMENT OF HUMAN SERVICES PO BOX 25352 OKLAHOMA CITY OK 73125 736017987 501(C)(3) 50000 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) 140000 N/A N/A WENDY'S WONDERFUL KIDS GRANTS PARSONS CHILD AND FAMILY CENTER 60 ACADEMY ROAD ALBANY NY 12208 141347440 501(C)(3) 300000 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 N/A N/A WENDY'S WONDERFUL KIDS GRANTS RAISE THE FUTURE 14232 EAST EVANS AVENUE AURORA CO 80014 840793576 501(C)(3) 3064483 N/A N/A WENDY'S WONDERFUL KIDS GRANTS SCO FAMILY OF SERVICES 1 ALEXANDER PLACE GLEN COVE NY 11542 112777066 501(C)(3) 126468 N/A N/A WENDY'S WONDERFUL KIDS GRANTS SHELTERING ARMS CHILDREN AND FAMILY SERVICES INC 305 SEVENTH AVENUE 4TH FLOOR NEW YORK NY 10001 133709095 501(C)(3) 31617 N/A N/A WENDY'S WONDERFUL KIDS GRANTS SOUTHERN CHRISTIAN SERVICES FOR CHILDREN AND YOUTH HARDEN HOUSE ADOPTION PR 860 EAST RIVER PLACE SUITE 104 JACKSON MS 39202 640758344 501(C)(3) 70000 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) 150000 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 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) 295000 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 N/A N/A WENDY'S WONDERFUL KIDS GRANTS STANFORD YOUTH SOLUTIONS 8912 VOLUNTEER LANE SACRAMENTO CA 95826 680002878 501(C)(3) 105000 N/A N/A WENDY'S WONDERFUL KIDS GRANTS STARK COUNTY JOB & FAMILY SERVICES 221 3RD STREET SE CANTON OH 44702 346002718 GOVERNMENT 150000 N/A N/A WENDY'S WONDERFUL KIDS GRANTS STATE OF ALABAMA DEPARTMENT OF HUMAN RESOURCES 50 RIPLEY STREET MONTGOMERY AL 36130 636000619 GOVERNMENT 140000 N/A N/A WENDY'S WONDERFUL KIDS GRANTS SUMMIT COUNTY CHILDREN SERVICES 264 S ARLINGTON STREET AKRON OH 44306 346002767 GOVERNMENT 375000 N/A N/A WENDY'S WONDERFUL KIDS GRANTS THE BOYS & GIRLS AID SOCIETY OF OREGON 018 SW BOUNDARY COURT PORTLAND OR 97239 930386791 501(C)(3) 289000 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) 174776 N/A N/A GENERAL GRANT & WENDY'S WONDERFUL THE CHILDREN'S AID SOCIETY 711 THIRD AVENUE 7TH FLOOR NEW YORK NY 10017 135562191 501(C)(3) 63234 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 N/A N/A WENDY'S WONDERFUL KIDS GRANTS THE CHILDREN'S VILLAGE ONE ECHO HILLS DOBBS FERRY NY 10522 131739945 501(C)(3) 244851 N/A N/A WENDY'S WONDERFUL KIDS GRANTS THE NEW YORK FOUNDLING 590 AVENUE OF THE AMERICAS NEW YORK NY 10011 131624123 501(C)(3) 94851 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) 140000 N/A N/A WENDY'S WONDERFUL KIDS GRANTS TRAC SERVICES FOR FAMILIES 1600 WEST CARSON STREET PITTSBURGH PA 15219 251383638 501(C)(3) 67600 N/A N/A WENDY'S WONDERFUL KIDS GRANTS TRUMBULL COUNTY CHILDREN SERVICES 2282 REEVES ROAD NE WARREN OH 44484 540505969 GOVERNMENT 75000 N/A N/A WENDY'S WONDERFUL KIDS GRANTS UNITED METHODIST EMBERHOPE INC 900 W BROADWAY NEWTON KS 67114 480543712 501(C)(3) 70000 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 N/A N/A WENDY'S WONDERFUL KIDS GRANTS UPBRING PO BOX 140767 8305 CROSS PARK AUSTIN TX 78714 741109745 501(C)(3) 210000 N/A N/A WENDY'S WONDERFUL KIDS GRANTS VALLEY BEIT MIDRASH 4645 E MARILYN ROAD PHOENIX AZ 80532 455443715 501(C)(3) 5000 N/A N/A DISCRETIONARY GRANT VOICE FOR ADOPTION 1220 L STREET NW SUITE 100-344 WASHINGTON DC 20005 522011711 501(C)(3) 10000 N/A N/A GENERAL GRANT WAYNE COUNTY CHILDREN SERVICES BOARD 2534 BURBANK ROAD WOOSTER OH 44691 346003005 GOVERNMENT 75000 N/A N/A WENDY'S WONDERFUL KIDS GRANTS WOODFORDS FAMILY SERVICES 15 SAUNDERS WAY SUITE 900 WESTBROOK ME 04092 010278395 501(C)(3) 140000 N/A N/A WENDY'S WONDERFUL KIDS GRANTS 113 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 348618 0 65630 0 9583 0 13000 0 5964 0 442795 0 0 0 JENNIFER JUSTICE SVP, STRATEGIC PROGRAM DEVELOPMENT 175815 0 10000 0 573 0 8600 0 18017 0 213005 0 0 0 JILL CRUMBACHER SVP, MARKETING & DEVELOPMENT 174583 0 10000 0 698 0 8516 0 18376 0 212173 0 0 0 MELINDA HAGGERTY SVP & GENERAL COUNSEL 162860 0 10000 0 1365 0 8450 0 21376 0 204051 0 0 0 DAVID FRISSORA SVP, BUSINESS DEVELOPMENT 163835 0 10000 0 374 0 8175 0 21492 0 203876 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. PART I, LINE 7 THE PRESIDENT & CEO RECEIVED A BONUS OF $65,630 THE SENIOR VP & CFO RECEIVED A BONUS OF $15,000. THE SENIOR VP OF MARKETING & DEVELOPMENT RECEIVED A BONUS OF $10,000. THE SENIOR VP OF STRATEGIC PROGRAM DEVELOPMENT RECEIVED A BONUS OF $10,000. THE SENIOR VP OF GENERAL COUNSEL RECEIVED A BONUS OF $10,000. THE SENIOR VP OF BUSINESS DEVELOPMENT RECEIVED A BONUS OF $10,000. THE VP OF MARKETING AND COMMUNICATIONS RECEIVED A BONUS OF $5,000. THE VP OF HUMAN RESOURCES RECEIVED A BONUS OF $4,000. THE DIRECTOR OF WENDY'S WONDERFUL KIDS RECEIVED A BONUS OF $3,000. FORM 990, PART VI, SECTION A, LINE 2 WENDY THOMAS MORSE AND PAMELA FARBER ARE SISTERS. FORM 990, PART VI, SECTION A, LINE 4 DAVE THOMAS FOUNDATION FOR ADOPTION BYLAWS WERE AMENDED IN DECEMBER 2019. THE AMENDMENT UPDATED ARTICLE III, SECTION 3.02 TO INCREASE THE MAXIMUM NUMBER OF VOTING TRUSTEES TO TWENTY-FOUR. THE TRUSTEES SHALL CONSIST OF SEVEN WENDY'S CORPORATE MEMBERS, SEVEN WENDY'S FRANCHISEE MEMBERS, SEVEN PUBLIC MEMBERS, AND TWO MEMBERS OF THE R. DAVID THOMAS FAMILY. IN ADDITION, THE PRESIDENT & CEO OF THE CORPORATION SHALL BE AN EX OFFICIO MEMBER WITH VOTING RIGHTS. THE AMENDED BYLAWS WERE ALSO UPDATED TO INCLUDE TERMS OF OFFICE IN ARTICLE III, SECTION 3.03. THE UPDATE STATES THAT MEMBERS, WITH THE EXCEPTION OF THE PRESIDENT & CEO OF THE CORPORATION AND THOMAS FAMILY MEMBERS, ARE ELECTED FOR AND SERVE A TERM OF THREE (3) YEARS AND MAY BE RE-ELECTED FOR ONE (1) ADDITIONAL THREE (3) YEAR TERM. MEMBERS WHO FILL AN UNEXPIRED TERM MAY BE RE-ELECTED FOR TWO (2) ADDITIONAL THREE (3) YEAR TERMS. THOMAS FAMILY MEMBERS ARE ELECTED FOR AND SERVE A TERM OF THREE (3) YEARS AND MAY BE RE-ELECTED FOR UNLIMITED THREE (3) YEAR TERMS. ARTICLE V, COMMITTEES, WAS UPDATED TO INCLUDE A MARKETING COMMITTEE AND AN ORGANIZATIONAL EFFECTIVENESS COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED INTERNALLY BY THE FINANCIAL MANAGEMENT TEAM AND PRESIDENT. 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 1,649,209. 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 71789 FMV DAVE THOMAS FOUNDATION FOR ADOPTION CANADA L 71789 FMV