2012-10-15T16:30:36-05:00 2012-06-30 251408703 SCHNEIDER DOWNS & CO INC 41 S HIGH ST STE 2100 COLUMBUS OH 43215 990 2011-07-01 311356151 DAVE THOMAS FOUNDATION FOR ADOPTION DAVE 6147648454 716 MT AIRYSHIRE BLVD NO 100 COLUMBUS OH 43235 RITA SORONEN 6147648454 2012-10-05 1 MAUREEN L THOMAS P01552192 6146214060 2011 2016-02-24 21:20:13Z X RITA L SORONEN 716 MT AIRYSHIRE BLVD NO 100 COLUMBUS OH 43235 25080359 0 X WWW.DAVETHOMASFOUNDATION.ORG X 1992 OH THE DAVE THOMAS FOUNDATION FOR ADOPTION IS AMERICA'S ONLY NONPROFIT PUBLIC CHARITY DEDICATED EXCLUSIVELY TO FINDING PERMANENT HOMES FOR MORE THAN 100,000 CHILDREN WAITING IN FOSTER CARE TO BE ADOPTED. THE FOUNDATION AWARDS GRANTS TO ADOPTION ORGANIZATIONS THAT CONNECT CHILDREN WITH FAMILIES, RAISES FUNDS TO SUPPORT AWARENESS CAMPAIGNS AND SERVICE INITIATIVES, AND OFFERS FREE RESOURCES TO ORGANIZATIONS AND PROSPECTIVE PARENTS. 17 17 14 55 0 0 10614923 12642832 0 0 270596 492787 132960 336794 11018479 13472413 8261691 8348919 0 0 1330433 1490146 0 0 853834 1845250 2036839 11437374 11875904 -418895 1596509 13231141 14387267 5760939 5800156 7470202 8587111 X THE DAVE THOMAS FOUNDATION FOR ADOPTION IS AMERICA'S ONLY NONPROFIT PUBLIC CHARITY DEDICATED EXCLUSIVELY TO FINDING PERMANENT HOMES FOR MORE THAN 100,000 CHILDREN WAITING IN FOSTER CARE TO BE ADOPTED. THE FOUNDATION AWARDS GRANTS TO ADOPTION ORGANIZATIONS THAT CONNECT CHILDREN WITH FAMILIES, RAISES FUNDS TO SUPPORT AWARENESS CAMPAIGNS AND SERVICE INITIATIVES, AND OFFERS FREE RESOURCES TO ORGANIZATIONS AND PROSPECTIVE PARENTS. 0 0 8551639 7498164 WENDY'S WONDERFUL KIDS - WENDY'S WONDERFUL KIDS IS MAKING A DIFFERENCE - ONE CHILD AT A TIME. THE DAVE THOMAS FOUNDATION FOR ADOPTION AWARDS GRANTS TO PUBLIC AND PRIVATE ADOPTION AGENCIES TO HIRE ADOPTION PROFESSIONALS WHO IMPLEMENT PROACTIVE, CHILD-FOCUSED RECRUITMENT PROGRAMS TARGETED EXCLUSIVELY ON MOVING AMERICA'S LONGEST-WAITING CHILDREN FROM FOSTER CARE INTO ADOPTIVE FAMILIES. RECENTLY RELEASED RESEARCH FROM A FIVE-YEAR EVALUATION OF WENDY'S WONDERFUL KIDS SHOWS THAT CHILDREN REFERRED TO THE PROGRAM ARE UP TO THREE TIMES MORE LIKELY TO GET ADOPTED. MORE THAN 3,300 CHILDREN HAVE BEEN ADOPTED AS A RESULT OF WENDY'S WONDERFUL KIDS AND ANOTHER 550 ARE IN THEIR PRE-ADOPTIVE PLACEMENT SIMPLY WAITING FOR A FINAL COURT HEARING. 803446 105100 AWARENESS AND EDUCATION - THE FOUNDATION IS COMMITTED TO COMMUNICATING THE MESSAGE OF FOSTER CARE ADOPTION TO EVERYONE WHO IS OR WILL BE AN AMBASSADOR FOR THESE CHILDREN. YEAR-ROUND AWARENESS EFFORTS INCLUDE DAILY SOCIAL MEDIA COMMUNICATIONS, SEASONAL MARKETING PROGRAMS, DEVELOPMENT AND DISTRIBUTION OF FREE EDUCATIONAL RESOURCES, NATIONALLY TELEVISED AND PRINT PUBLIC SERVICE ANNOUNCEMENT CAMPAIGNS, MEDIA AND PUBLIC SPEAKING OPPORTUNITIES, AND PARTICIPATION IN EVENTS ACROSS THE NATION. SINCE 2002, THE FOUNDATION HAS COMMISSIONED SEVERAL GROUND-BREAKING STUDIES TO MEASURE HOW THE AMERICAN PUBLIC VIEWS FOSTER CARE ADOPTION. 330494 300000 GENERAL GRANTS - IN ADDITION TO THE GRANTS MADE TO WENDY'S WONDERFUL KIDS AGENCIES, THE FOUNDATION PROVIDES GENERAL GRANTS TO ORGANIZATIONS WITH PROVEN OR INNOVATIVE INITIATIVES THAT FURTHER OUR MISSION. FIVE ORGANIZATIONS WERE FUNDED UNDER THE GENERAL GRANTS EFFORT, INCLUDING ADOPT AMERICA NETWORK (TOLEDO, OH), THE CONGRESSIONAL COALITION ON ADOPTION INSTITUTE (WASHINGTON, D.C.), THE NATIONAL COMMITTEE OF GRANDPARENTS FOR CHILDREN'S RIGHTS, INC. (COHOES, NY), THE NATIONAL CENTER FOR ADOPTION LAW AND POLICY (COLUMBUS, OH) AND THE NORTH AMERICAN COUNCIL ON ADOPTABLE CHILDREN (MINNEAPOLIS, MN). 770854 445655 OTHER PROGRAMS1. ADOPTION-FRIENDLY WORKPLACETHIS SIGNATURE PROGRAM OFFERS FREE TOOLKITS AND EXPERT GUIDANCE TO EMPLOYERS ACROSS THE NATION TO PROVIDE COMPANIES WITH THE SUPPORT NEEDED TO SET UP AND PROVIDE THEIR EMPLOYEES ADOPTION BENEFITS, INCLUDING FINANCIAL REIMBURSEMENT AND PAID LEAVE. ADDITIONALLY, THE FOUNDATION COMPILES AND PUBLISHES AN ANNUAL LIST OF THE NATION'S "100 BEST ADOPTION-FRIENDLY WORKPLACES."2. POST ADOPTION THE DAVE THOMAS FOUNDATION FOR ADOPTION HAS DEVELOPED A FREE RESOURCE BOOKLET CALLED A STEP-BY-STEP GUIDE TO POST-ADOPTION. THE GUIDE 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 COMMUNITY. IT ALSO INCLUDES RECOMMENDATIONS OF OTHER NATIONAL NON-PROFIT ORGANIZATIONS THAT CAN HELP. IN ADDITION, ONE GRANT WAS GIVEN TO THE CENTER FOR ADOPTION SUPPORT AND EDUCATION (BURTONSVILLE, MD) TO SUPPORT POST-ADOPTION INITIATIVES. 3. A HOME FOR THE HOLIDAYSTHIS POWERFUL ANNUAL NETWORK PRIMETIME TELEVISION EVENT SHARES INSPIRATIONAL STORIES OF FAMILIES FORMED THOUGH FOSTER CARE ADOPTION AND FEATURES PERFORMANCES FROM SOME OF AMERICA'S MOST POPULAR MUSICAL ARTISTS AND THEATER TALENT. THE FOUNDATION HAS BEEN A PROUD PARTNER AND PARTICIPANT FOR THE PAST 11 YEARS WITH CBS, CHILDREN'S ACTION NETWORK, TRIAGE PRODUCTIONS AND WENDY'S.4. NATIONAL ADOPTION DAYON THE SATURDAY BEFORE THANKSGIVING EACH YEAR, COURTS AND AGENCIES ACROSS THE COUNTRY MAKE IT A PRIORITY TO FINALIZE PENDING FOSTER CARE ADOPTIONS AND CELEBRATE ALL FAMILIES WHO ADOPT. IN 2011, 4,300 CHILDREN ADOPTIONS WERE FINALIZED, AN ADDITIONAL 1,030 CHILDREN'S ADOPTIONS WERE CELEBRATED, AND SUPPORTERS HOSTED OVER 365 EVENTS TO CELEBRATE THE SPIRIT OF THIS SPECIAL DAY. THE FOUNDATION HAS SERVED AS FOUNDING PARTNER AND LEAD FUNDER OF NATIONAL ADOPTION DAY SINCE 2000.5. NATIONAL ADOPTION MONTHNOVEMBER IS NATIONAL ADOPTION AWARENESS MONTH; DURING THE MONTH, THE FOUNDATION INCREASES ITS FOCUS ON OUTREACH AND EDUCATION, DISTRIBUTING RESOURCES, SHARING IDEAS, AND OFFERING EXPERTISE TO INCREASE AWARENESS ACROSS THE COUNTRY. 770854 445655 10456433 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 15 0 1 14 1 0 1 CA 0 0 0 1 1 0 0 0 0 X 17 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH AL AK AZ 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 HI IN IA LA MO MT VT WY ND SD X X STEVEN MEIER SENIOR DIRECTOR - FIN 6147648454 716 MT AIRYSHIRE BLVD SUITE 100 COLUMBUS OH 43235 DENNY LYNCH 1.00 X X 0 0 0 JOYCE EUFEMI 1.00 X X 0 0 0 MARY SCHELL 1.00 X X 0 0 0 BRAD CONNER 1.00 X X 0 0 0 ED AUSTIN 1.00 X 0 0 0 CRAIG BAHNER 1.00 X 0 0 0 JOHN BARKER 1.00 X 0 0 0 ULYSSES BRIDGEMAN JR 1.00 X 0 0 0 EMIL BROLICK 1.00 X 0 0 0 JEFFREY J COGHLAN 1.00 X 0 0 0 MIKE GIVENS 1.00 X 0 0 0 JOHN INWRIGHT 1.00 X 0 0 0 WENDY THOMAS MORSE 1.00 X 0 0 0 DEBORAH PRYCE 1.00 X 0 0 0 LORRAINE THOMAS 1.00 X 0 0 0 JOE TURNER 1.00 X 0 0 0 DEBRA S WALLER 1.00 X 0 0 0 RITA L SORONEN 40.00 X 172546 0 11930 STEVEN MEIER 40.00 X 101829 0 9756 MIGUEL PEREZ 40.00 X 118649 0 6830 CONNIE ACKERT 40.00 X 105081 0 16884 498105 0 45400 4 0 1 0 GMMB INC 1010 WISCONSIN AVENUE NW SUITE 800 WASHINGTON DC 20007 PUBLIC RELATIONS FOR WWK RESEARCH 188093 PAUL WERTH ASSOCIATES 10 NORTH HIGH ST COLUMBUS OH 43215 PUBLIC RELATIONS AND PROGRAM MANAGEMENT 186750 TRIAGE ENTERTAINMENT INC 6701 CENTER DR W STE 1111 LOS ANGELES CA 90045 A HOME FOR THE HOLIDAYS PRODUCTION 160549 OLOGIE 447 EAST MAIN STREET COLUMBUS OH 43215 DESIGN SERVICES 135786 4 210534 12432298 88351 12642832 205260 205260 11731599 11444072 287527 287527 287527 500668 210534 163874 336794 336794 13472413 0 0 829581 8283919 8283919 65000 65000 421540 197310 172141 52089 847991 503727 84128 260136 21122 13559 1037 6526 107169 61736 16073 29360 92324 49084 20616 22624 2255 2105 150 27108 27108 70588 70588 75990 33033 42957 446435 442578 3857 106821 46545 47515 12761 140062 114861 4818 20383 68878 31509 23514 13855 147356 102364 8262 36730 152524 123901 8714 19909 21973 21973 4662 4662 PROGRAM MATERIALS 286492 286492 FUNDRAISING EXPENSE 193510 193510 BAD DEBTS 100000 100000 RESEARCH AND PROGRAM EV 74200 74200 117985 26615 9426 81944 11875904 10456433 565637 853834 125458 295101 2142782 2725021 2068062 2129977 54883 273228 8185 3917 311625 196192 13313 115433 8812807 8835886 5651 8704 13231141 14387267 305122 272301 5218250 5401050 237567 126805 5760939 5800156 X 7355111 8280836 115091 306275 7470202 8587111 13231141 14387267 X 1596509 -479600 X 0 1 1 X 0 X 9461655 10777430 9927562 10614923 12642832 53424402 9461655 10777430 9927562 10614923 12642832 53424402 1972728 51451674 379715 270834 214306 193625 205260 1263740 54688142 0.94080 0.97140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26558 6830 19728 285067 189362 95705 115433 ACCRUED LIABILITIES 126805 126805 13472413 11875904 1596509 -479600 -479600 1116909 16547058 -479600 3390371 163874 3074645 13472413 0 13472413 15430149 3390371 163874 3554245 11875904 0 11875904 PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS AND ACTIVITIES DIRECT EXPENSES - DEDUCTED AGAINST INCOME PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS AND ACTIVITIES DIRECT EXPENSES - DEDUCTED AGAINST INCOME X WENDY'S CONVENTION AUCTIONS 573873 148924 424949 61213 36816 3 TOUR CHALLENGE AUCTIONS 86003 10284 75719 18069 16044 2 51326 51326 4513 27219 711202 210534 500668 79282 4513 80079 163874 336794 1 ADOPT AMERICAN NETWORK INC 1500 N SUPERIOR STREET SUITE 303 TOLEDO OH 43604 341396924 501(C)(3) 114800 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS, AND GENERAL GRANT ADOPTION CENTER OF THE DELAWARE VALLEY 1500 WALNUT STREET SUITE 701 PHILADELPHIA PA 19102 232484926 501(C)(3) 135000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS ADOPTION COALITION OF TEXAS CO AUSTIN COMMUNITY FOUNDATION 2222 WESTERN TRAILS SUITE 101 AUSTIN TX 78745 741934031 501(C)(3) 137000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS ADOPTION RHODE ISLAND 2 BRADFORD STREET PROVIDENCE RI 02903 222543833 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS ADOPTS UNLIMITED INC(FISCAL AGENT)-ILL DEPT OF CHILDREN & FAMILY SVCS 120 W MADISON STREET SUITE 800 CHICAGO IL 60602 364420360 501(C)(3) 135000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS AID TO ADOPTION OF SPECIAL KIDS (AASK) - AZ 2320 NORTH 20TH STREET PHOENIX AZ 85006 860611935 501(C)(3) 127500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS ARKANSAS DEPARTMENT OF HEALTH AND HUMAN SERVICES PO BOX 1437 SLOT S565 LITTLE ROCK AR 72203 710847443 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS BETHANY CHRISTIAN SERVICES OF GEORGIA 6645 PEACHTREE DUNWOODY ROAD NE ATLANTA GA 303286633 311284895 501(C)(3) 135000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS BETHANY CHRISTIAN SERVICES OF NEW ENGLAND PO BOX 320 CANDIA NH 03034 042863717 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS CAMELOT COMMUNITY CARE INC 4910-D CREEKSIDE DRIVE CLEARWATER FL 33760 311659302 501(C)(3) 135000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS CARING FOR KIDS INC 650 GRAHAM ROAD SUITE 101 CUYAHOGA FALLS OH 44221 341796454 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS CATHOLIC CHARITIES NORTH DAKOTA ASSK 5201 S BISHOPS BLVD SUITE B FARGO ND 58104 450226416 501(C)(3) 64700 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS CATHOLIC COMMUNITY SERVICES OF SOUTHERN ARIZONA INC 140 WEST SPEEDWAY SUITE 230 TUCSON AZ 85705 860100880 501(C)(3) 134500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS CATHOLIC SOCIAL SERVICES 3710 E 20TH STREET ANCHORAGE AK 99508 920037322 501(C)(3) 37500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS CATHOLIC SOCIAL SERVICES FOR MONTANA INC 1301 11TH AVENUE HELENA MT 59601 810245570 501(C)(3) 34000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS CHARLEE OF DADE COUNTY INC 155 SOUTH MIAMI AVE SUITE 700 MIAMI FL 33130 592302250 501(C)(3) 135000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS CHILD TRENDS INC 4301 CONNECTICUT AVE NW STE 350 WASHINGTON DC 20008 132982969 501(C)(3) 10000 DISCRETIONARY GRANT CHILDNET INC 313 NORTH STATE ROAD 7 PLANTATION FL 33317 651149351 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS CHILDSERV 8765 W HIGGINS SUITE 450 CHICAGO IL 606314101 362171716 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS CHILDREN AWAITING PARENTS INC 595 BLOSSOM ROAD SUITE 306 ROCHESTER NY 14610 161047933 501(C)(3) 62000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS CHILDREN'S AID AND FAMILY SERVICES INC 200 ROBIN ROAD PARAMUS NJ 07652 221487147 501(C)(3) 75400 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS CHILDREN'S BUREAU INC 1575 DR MARTIN LUTHER KING JR ST INDIANAPOLIS IN 46202 351061264 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS CHILDREN'S DEFENSE FUND 395 EAST BROAD STREET SUITE 330 COLUMBUS OH 43215 520895622 501(C)(3) 10000 DISCRETIONARY GRANT CHILDREN'S HOME OF THE WYOMING CONFERENCE 1182 CHENANGO STREET BINGHAMTON NY 13901 150532090 501(C)(3) 50625 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS CHILDREN'S HOME SOCIETY OF FLORIDA - NORTH CENTRAL DIVISION 1801 MICCOSUKEE COMMONS DRIVE TALLAHASSEE FL 32308 590192430 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS CHILDREN'S HOME SOCIETY OF NORTH CAROLINA PO BOX 14608 GREENSBORO NC 27415 560529946 501(C)(3) 202500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS CHILDREN'S HOME SOCIETY OF SOUTH DAKOTA PO BOX 1749 SIOUX FALLS SD 571011749 460224542 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS CHILDREN'S HOME SOCIETY OF VIRGINIA 4200 FITZHUGH AVENUE RICHMOND VA 23230 540505884 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS CHILDREN'S HOME SOCIETY OF WASHINGTON 3300 NE 65TH STREET SEATTLE WA 981150190 910575955 501(C)(3) 135000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS CHILDREN'S SERVICE CTR OF WYOMING VALLEY INC 335 SOUTH FRANKLIN STREET WILKESBARRE PA 187023897 240795404 501(C)(3) 54500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS CHILDREN'S SERVICE SOCIETY OF WISCONSIN 620 S 76TH STREET SUITE 120 MILWAUKEE WI 53214 390806380 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS CLARK COUNTY DEPARTMENT OF FAMILY SERVICES 701K NORTH PECOS ROAD LAS VEGAS NV 89135 886000028 57000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS CONGRESSIONAL COALITION ON ADOPTION INSTITUTE 311 MASSACHUSETTS AVENUE NE WASHINGTON DC 20002 542035617 501(C)(3) 105000 GENERAL GRANT, NATIONAL ADOPTION DAY COLLABORATIVE CORNERSTONES OF CARE 300 EAST 36TH STREET KANSAS CITY MO 64111 431689138 501(C)(3) 133000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS DEPARTMENT FOR COMMUNITY-BASED SERVICES - SPECIAL NEEDS ADOPTION PROGRAM 275 EAST MAIN STREET 3W-A FRANKFORT KY 40621 610600439 131500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS DEPAUL FAMILY SERVICES 5650 HOLLINS RAOD ROANOKE VA 24019 541108079 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS DIAKON LUTHERAN SOCIAL MINISTRIES 798 HAUSMAN ROAD SUITE 300 ALLENTOWN PA 181049108 231857015 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS FAMILIES LIKE OURS INC 603 STEWART STREET SUITE 902 SEATTLE WA 98101 912080572 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS FAMILY AND CHILDREN'S SERVICE 201 23RD AVENUE NORTH NASHVILLE TN 37203 620499284 501(C)(3) 135000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS FAMILY BUILDERS BY ADOPTION 401 GRAND AVENUE SUITE 400 OAKLAND CA 94610 942936989 501(C)(3) 68800 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS FAMILY PROGRAMS HAWAII 250 VINEYARD STREET HONOLULU HI 96813 990280498 501(C)(3) 44500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS FAMILY SERVICE & CHILDREN'S AID 330 WEST MICHIGAN AVENUE JACKSON MI 49201 386088382 501(C)(3) 60000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS FAMILY SERVICE CENTER 2712 MIDDLEBURG DRIVE SUITE 207-A COLUMBIA SC 29204 570630921 501(C)(3) 30250 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS FAMILY SUPPORT SERVICES OF NORTH FLORIDA INC 4057 CARMICHAEL STREET SUITE 101 JACKSONVILLE FL 32207 593759863 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS FOSTER CARE COALITION OF GREATER ST LOUIS INC 1750 S BRENTWOOD STE 210 ST LOUIS MO 63144 431570225 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS FOUR OAKS FAMILY AND CHILDREN'S SERVICES 5400 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 421358316 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS FRANKLIN COUNTY CHILDREN SERVICES 855 WEST MOUND STREET COLUMBUS OH 43223 316400067 50625 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS HILLSBOROUGH KIDS INC 9309 N FLORIDA AVENUE SUITE 107 TAMPA FL 33612 593622796 501(C)(3) 33750 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS HILLSIDE CHILDREN'S CENTER 1183 MONROE AVENUE ROCHESTER NY 146201699 161493404 501(C)(3) 64000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS HOPE ADOPTION & FAMILY SERVICES 5850 OMAHA AVE NORTH OAK PARK HEIGHTS MN 55082 411296959 501(C)(3) 135000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS JEWISH CHILD CARE ASSOCIATION OF NEW YORK 120 WALL STREET 12TH FLOOR NEW YORK NY 10005 131624060 501(C)(3) 72500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS KINDRED FAMILY SERVICES 9766 FALLON AVENUE NE SUITE 104 MONICELLO MN 55362 364494704 501(C)(3) 148000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS KINSHIP CENTER 124 RIVER ROAD SALINAS CA 93908 770037578 501(C)(3) 234000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS KLINGBERG FAMILY CENTERS 370 LINWOOD STREET NEW BRITAIN CT 06052 061370693 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS LICKING COUNTY DEPARTMENT OF JOB AND FAMILY SERVICES 74 S 2ND STREET PO BOX 5030 NEWARK OH 43058 316400074 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS LISTENING TO PARENTS 251 TEMPLE STREET WEST ROXBURY MA 02132 270401410 501(C)(3) 5000 DICRETIONARY GRANT LUND FAMILY CENTER INC PO BOX 4009 BURLINGTON VT 054064009 030179434 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS LUTHERAN FAMILY SERVICES OF NEBRASKA INC 124 SOUTH 24TH ST STE 230 OMAHA NE 68102 237267972 501(C)(3) 127200 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS LUTHERAN SERVICES OF GEORGIA 100 EDGEWOOD AVENUE SUITE 1800 ATLANTA GA 30303 581535692 501(C)(3) 123000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS LUTHERAN SOCIAL SERVICES OF THE SOUTH PO BOX 140767 8305 CROSS PARK AUSTIN TX 78714 741109745 501(C)(3) 202500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS MASSACHUSETTS ADOPTION RESOURCE EXCHANGE INC 45 FRANKLIN STREET 5TH FLOOR BOSTON MA 02110 042227431 501(C)(3) 139000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS MISSION WEST VIRGINIA INC 168 MIDLAND TRAIL SUITE 1 HURRICANE WV 25526 311553133 501(C)(3) 128500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS MISSISSIPPI FAMILIES FOR KIDS 407 BRIARWOOD DRIVE STE 209 JACKSON MS 39206 721371828 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS NATIONAL CENTER FOR ADOPTION LAW AND POLICY- CAPITAL UNIVERSITY LAW SCHOOL 303 EAST BROAD STREET COLUMBUS OH 43215 314379435 501(C)(3) 40000 GENERAL GRANT NATIONAL COMMITTEE OF GRANDPARENTS FOR CHILDREN'S RIGHTS INC 103 REMSEN STREET SUITE 202 COHOES NY 12047 010746973 501(C)(3) 35000 GENERAL GRANT NEW YORK COUNCIL ON ADOPTABLE CHILDREN 589 EIGHT AVENUE 15TH FLOOR NEW YORK NY 10018 237269678 501(C)(3) 75000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS NORTH AMERICAN COUNCIL ON ADOPTABLE CHILDREN 970 RAYMOND AVENUE SUITE 106 ST PAUL MN 55114 510188951 501(C)(3) 100000 GENERAL GRANT NORTHEAST OHIO ADOPTION SERVICES 5000 EAST MARKET STREET SUITE 26 WARREN OH 44484 341255887 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS ONE CHURCH ONE CHILD INC 3129 NORTH MARTIN LUTHER KING AVE OKLAHOMA CITY OK 73111 731477253 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS ONE HOPE UNITED - FLORIDA REGION INC 5405 DIPLOMAT CIRCLE STE 200 ORLANDO FL 32810 542082539 501(C)(3) 137000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS PARSONS CHILD AND FAMILY CENTER 60 ACADEMY ROAD ALBANY NY 12208 141347440 501(C)(3) 6000 DICRETIONARY GRANT PAUL WERTH ASSOCIATES 10 NORTH HIGH STREET COLUMBUS OH 43215 310726286 142250 NATIONAL ADOPTION DAY COLLABORATIVE SIERRA FOREVER FAMILIES 8928 VOLUNTEER LANE SUITE 100 SACRAMENTO CA 95826 680002878 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS SOUTHERN CHRISTIAN SERVICES FOR CHILDREN AND YOUTH 860 EAST RIVER PLACE SUITE 104 JACKSON MS 39202 640758344 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS SPAULDING FOR CHILDREN (MI) 16250 NORTHLAND DRIVE SUITE 120 SOUTHFIELD MI 48075 381871660 501(C)(3) 135000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS SPAULDING FOR CHILDREN (TX) 8582 KATY FREEWAY SUITE 100 HOUSTON TX 77024 742116380 501(C)(3) 135000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS SPECIAL NEEDS ADOPTIVE PARENT SERVICES INC (SNAPS) 2399 SOUTH ORCHARD ST SUITE 200 BOISE ID 83705 820533277 501(C)(3) 101500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS ST JOHN'S LUTHERAN MINISTRIES 2429 MISSION WAY BILLINGS MT 59102 810288768 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS ST VINCENT CATHOLIC CHARITITES 2800 W WILLOW LANSING MI 48917 381360530 501(C)(3) 62000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS STATE OF ALABAMA DEPARTMENT OF HUMAN RESOURCES-OFFICE OF ADOPTION 50 RIPLEY STREET MONTGOMERY AL 36130 636000619 140500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS TABOR CHILDREN'S SERVICES INC 601 NEW BRITIAN ROAD DOYLESTOWN PA 18901 232148612 501(C)(3) 73000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS THE ADOPTION EXCHANGE 14232 EAST EVANS AVENUE AURORA CO 80014 840793576 501(C)(3) 270000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS THE ALLIANCE FOR CHILDREN'S RIGHTS 3333 WILSHIRE BLVD STE 550 LOS ANGELES CA 900104123 954358213 501(C)(3) 45000 NATIONAL ADOPTION DAY COLLABORATIVE THE BOYS & GIRLS AID SOCIETY OF OREGON 018 SW BOUNDARY COURT PORTLAND OR 972393939 930386791 501(C)(3) 101500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS THE CENTER FOR ADOPTION SUPPORT AND EDUCATION (FISCAL AGENT)- DC CHILD 4000 BLACKBURN LANE SUITE 260 BURTONSVILLE MD 20866 522100734 501(C)(3) 152600 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS THE CENTER FOR ADOPTION SUPPORT AND EDUCATION 4000 BLACKBURN LANE SUITE 260 BURTONSVILLE MD 20866 522100734 501(C)(3) 75000 GENERAL GRANT THE VILLAGES OF INDIANA INC 3833 N MERIDIAN STREET INDIANAPOLIS IN 46208 351708240 501(C)(3) 134250 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS THREE RIVERS ADOPTION COUNCIL 307 FOURTH AVENUE SUITE 310 PITTSBURGH PA 15222 251383638 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS TRIAGE ENTERTAINMENT INC 6701 CENTER DRIVE WEST SUITE 1111 LOS ANGELES CA 90045 954553205 150000 A HOME FOR THE HOLIDAYS UNITED METHODIST FAMILY SERVICES OF VIRGINIA 3900 WEST BROAD STREET RICHMOND VA 23320 540505969 501(C)(3) 66000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS UNITED METHODIST YOUTHVILLE INC 4505 E 47TH STREET SOUTH WICHITA KS 67210 480543712 501(C)(3) 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS VOLUNTEERS OF AMERICA OF GREATER NEW ORLEANS 4152 CANAL STREET NEW ORLEANS LA 70119 720709750 501(C)(3) 64000 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS WYOMING DEPARTMENT OF FAMILY SERVICES 2300 CAPITOL AVENUE HATHAWAY BUILDING 3RD FLOOR CHEYENNE WY 82002 830208667 67500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS YOU GOTTA BELIEVE THE OLDER CHILD ADOPTION & PERMANCY MOVEMENT INC 1728 MERMAID AVE BROOKLYN NY 11224 113272603 501(C)(3) 235500 WENDY'S WONDERFUL KIDS GRANT-TO HIRE RECRUITERS WHO EXECUTE CHILD-FOCUSED ADOPTION PROGRAMS 92 2 COLLEGE SCHOLARSHIPS TO CHILDREN WHO HAVE BEEN IN THE FOSTER CARE SYSTEM 10 65000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE FOUNDATION REQUIRES ALL GRANTEES TO COMPLETE A BUDGET HOW THEY ANTICIPATE 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 OUR 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 BI-ANNUAL BASIS, THE GRANTEES ARE REQUIRED TO SUBMIT AN UPDATE ON THE USE OF FUNDS. THESE BI-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 PROGRAM COMMITTEE OF THE BOARD, AND SUBSEQUENTLY 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 ARE REVIEWED AND APPROVED BY THE PROGRAM COMMITTEE OF THE BOARD, AND SUBSEQUENTLY THE FULL BOARD OF TRUSTEES. EXPENDITURES ARE MONITORED BY STAFF SEMI-ANNUALLY AND A REPORT IS COMPILED FOR THE PROGRAM COMMITTEE OF THE BOARD. AT THE END OF THE GRANT THE GRANTEES ARE REQUIRED TO SUBMIT A FINAL ACCOUNTING OF GRANT FUNDS. ANY UNSPENT FUNDS ARE REQUIRED TO BE RETURNED TO THE FOUNDATION. X X 0 0 0 0 0 0 0 0 0 RITA L SORONEN 172546 0 0 0 0 0 5228 0 6702 0 184476 0 0 0 X 3 88351 FAIR MARKET VALUE 0 0 1 0 FOOTNOTE FOR LIABILITY OF UNCERTAIN TAX POSITIONS FORM 990, PART IV, LINE 11F 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 2012 OR 2011. THE FOUNDATION'S TAX YEARS SINCE 2009 REMAIN SUBJECT TO EXAMINATION. FORM 990, PART VI, SECTION A, LINE 2 LORRAINE THOMAS (TRUSTEE) AND WENDY THOMAS MORSE (TRUSTEE) ARE MOTHER AND DAUGHTER. PER THE CODE OF REGULATIONS ADOPTED BY THE FOUNDATION, THE BOARD WILL CONSIST OF 17 MEMBERS, AND A SPECIFIED NUMBER WILL CONSIST OF EMPLOYEES OF THE WENDY'S COMPANY, INCLUDING THE CEO. THE FOLLOWING 6 BOARD MEMBERS ARE WENDY'S EMPLOYEES: DENNY LYNCH, MARY SCHELL, ED AUSTIN, CRAIG BAHNER, JOHN BARKER, EMIL BROLICK FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF TRUSTEES APPROVED THE AUDITED FINANCIAL STATEMENTS AT THE SEPTEMBER 07, 2012 BOARD MEETING. THESE FINANCIAL STATEMENTS WERE THE BASIS OF THIS FORM 990. IN ADDITION, A FINAL DRAFT OF FORM 990 WAS SENT VIA EMAIL TO THE BOARD FOR THEIR REVIEW. THEY WERE ASKED TO SUBMIT ANY QUESTIONS/CONCERNS TO FOUNDATION MANAGEMENT WITHIN 48 HOURS. THERE WERE NO QUESTIONS/CONCERNS AND THE FORM 990 WAS FILED WITH THE IRS. 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; 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 ON ITS WEBSITE. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -479,600.