ADVERTISING EDUCATIONAL FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ADVERTISING EDUCATIONAL FOUNDATION (EIN 13-3228986)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202333199349110178
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T22:17:12-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN873231666PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1245 PARK AVENUE 12TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10167ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133228986EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ADVERTISING EDUCATIONAL FOUNDATIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlADVEBusinessNameControlTxt
Phone2129868060PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1155 EAST 44TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTINE MANNAPersonNm
Person TitleAUTHORIZED OFFICERPersonTitleTxt
Phone2129868060PhoneNum
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHRISTINEPersonFirstNm
Person LastMANNAPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEVA MRUKPreparerPersonNm
PTINP00543254PTIN
Phone2122862600PhoneNum
Preparation2023-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,224,801FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,497,487ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$133,601DividendsRevAndExpnssAmt
Dividends Net Invst Incm$133,601DividendsNetInvstIncmAmt
Dividends Adj Net Incm$133,601DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,015,932NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$55,409,721GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$579,334NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$175,995OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$58,995OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$175,995OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$791,151TotalRevAndExpnssAmt
Total Net Invst Incm$192,596TotalNetInvstIncmAmt
Total Adj Net Incm$888,930TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$452,744CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$452,744CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$990,664OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$955,733OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$269,890PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$269,890PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$3,750AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$446,280OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$62,212OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$62,212OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$317,651OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$52,507TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$41,020TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$385,951OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$270,559OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$110,049OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,601,786TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$62,212TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$332,771TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,150,837TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,104ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,104ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,621,890TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$62,212TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$332,771TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,170,941TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,830,739ExcessRevenueOverExpensesAmt
Net Investment Income$130,384NetInvestmentIncomeAmt
Adjusted Net Income$556,159AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$131,990CashBOYAmt
Cash EOY$215,398CashEOYAmt
Cash EOYFMV$215,398CashEOYFMVAmt
Sav And Temp Cash Invst BOY$59,157SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$82,143SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$82,143SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$222,936AcctRcvblAmt
Acct Rcvbl BOY$148,171AcctRcvblBOYAmt
Acct Rcvbl EOY$222,936AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$222,936AcctRcvblEOYFMVAmt
Pledges Rcvbl$170,250PledgesRcvblAmt
Pledges Rcvbl BOY$168,750PledgesRcvblBOYAmt
Pledges Rcvbl EOY$170,250PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$170,250PledgesRcvblEOYFMVAmt
Prepaid Expenses BOY$15,405PrepaidExpensesBOYAmt
Prepaid Expenses EOY$7,585PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$7,585PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$3,643,417CorporateStockBOYAmt
Corporate Stock EOY$2,388,342CorporateStockEOYAmt
Corporate Stock EOYFMV$2,388,342CorporateStockEOYFMVAmt
Corporate Bonds BOY$4,423,767CorporateBondsBOYAmt
Corporate Bonds EOY$3,138,147CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,138,147CorporateBondsEOYFMVAmt
Total Assets BOY$8,590,657TotalAssetsBOYAmt
Total Assets EOY$6,224,801TotalAssetsEOYAmt
Total Assets EOYFMV$6,224,801TotalAssetsEOYFMVAmt
Accounts Payable BOY$195,937AccountsPayableBOYAmt
Accounts Payable EOY$264,824AccountsPayableEOYAmt
Deferred Revenue BOY$78,900DeferredRevenueBOYAmt
Deferred Revenue EOY$59,700DeferredRevenueEOYAmt
Other Liabilities BOY$76,482OtherLiabilitiesBOYAmt
Other Liabilities EOY$120,309OtherLiabilitiesEOYAmt
Total Liabilities BOY$351,319TotalLiabilitiesBOYAmt
Total Liabilities EOY$444,833TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
Donor Rstr Net Assets BOY$8,239,338DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$5,779,968DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$8,239,338TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,779,968TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,590,657TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,224,801TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,239,338TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,830,739ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,408,599SubtotalAmt
Other Decreases$628,631OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,779,968TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES$52,840,792$54,436,058-$1,595,266-$1,595,266
PUBLICLY TRADED SECURITIES$2,568,929$1,989,595$579,334$579,334
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,015,932CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$579,334NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,812InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,812SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,812TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$33EsPenaltyAmt
Overpayment$155OverpaymentAmt
Applied To ES Tax$155AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CHRISTINE MANNA CO ANABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2126975950PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1155 EAST 44TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (51 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MR GORDON MCLEAN
155 EAST 44TH ST 3RD FLNEW YORKNY10017PRESIDENT & CEO35.00$391,077$34,141$0
MS CHRISTINE MANNA
155 EAST 44TH ST 3RD FLNEW YORKNY10017PRESIDENT & COO OF ANA1.20$0$0$0
MR CHRIS MACDONALD
155 EAST 44TH ST 3RD FLNEW YORKNY10017CHAIRMAN1.00$0$0$0
MR DAVID J MOORE
155 EAST 44TH ST 3RD FLNEW YORKNY10017TREASURER / VICE CHAIR1.00$0$0$0
MS VITA HARRIS
155 EAST 44TH ST 3RD FLNEW YORKNY10017VICE CHAIR1.00$0$0$0
MR BILL IMADA
155 EAST 44TH ST 3RD FLNEW YORKNY10017VICE CHAIR1.00$0$0$0
MR PAT LAFFERTY
155 EAST 44TH ST 3RD FLNEW YORKNY10017VICE CHAIR1.00$0$0$0
MS NANCY RABSTEJNEK NICHOLS
155 EAST 44TH ST 3RD FLNEW YORKNY10017VICE CHAIR1.00$0$0$0
MS ANN RUBIN
155 EAST 44TH ST 3RD FLNEW YORKNY10017VICE CHAIR1.00$0$0$0
MR ERIC AUSTIN
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MR LOU AVERSANO
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MS MICHELLE BARLOW
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MS JUDITH BOOKBINDER
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MR JEFF BUCHAN
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MR TIMOTHY CASTELLI
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MR DANIEL CHERRY III
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MS LISA COLEMAN PH D
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MS VAL DIFEBO
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MR JOHN DUNLEAVY
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MS DAISY EXPOSITO-ULLA
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MS NERMIN EYUBOGLU PHD
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MS TORI FERNANDES
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MS BELLE FRANK
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MR GARETH GOODALL
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MS NICKI GRANT
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MR VINCE HUDSON
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MS CAROLE IRGANG
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MR TIM JONES
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MS MARLA KAPLOWITZ
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MS EILEEN KIERNAN
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MR PAUL KURNIT
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR (THRU JUN 2022)1.00$0$0$0
MR CLARENCE LEE PHD
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MS DAWN LERMAN PHD
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MR ROBERT D LIODICE
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.75$0$0$0
MR JASON LONSDALE
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MR PETER J MCGUINESS III
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MR DAVID N MECHLIN
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MR WILLIAM M O'BARR PHD
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR - SEE STATEMENT 191.00$61,667$0$0
MS TIFFANY PERKINS-MUNN PHD
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MR JEF RICHARDS JD PHD
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MR HAYES ROTH
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MS CYNTHIA ROUND
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MR DAVID RUBIN
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MR VAN SAPP
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MR DENIS SISON
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MR ANDREA SPIEGEL
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MR ANDREW SUSMAN
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MR MARK TRUSS
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MR BARRY WACKSMAN
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
PROF WILLIAM H WEINTRAUB
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0
MR CARLOS ZEPEDA
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
MS MARNI GORDON
155 EAST 44TH ST 3RD FLNEW YORKNY10017SVP, PARTNERSHIPS35.00$221,267$44,150$0
MR ELLIOT LUM
155 EAST 44TH ST 3RD FLNEW YORKNY10017EVP, TALENT STRATEGY17.50$138,437$10,539$0
MS SHARON HUDSON
155 EAST 44TH ST 3RD FLNEW YORKNY10017VP, PROGRAM MANAGER35.00$120,721$25,681$0
MS MARCIA SOLING
155 EAST 44TH ST 3RD FLNEW YORKNY10017SVP, CONTENT MANAGER35.00$126,318$15,768$0
MS AMY SPELMAN
155 EAST 44TH ST 3RD FLNEW YORKNY10017DIRECTOR35.00$105,769$11,589$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
THE PIERRE NEW YORK
BOX 90091 DUKE UNIVERSITYDURHAMNC27708CATERING SERVICES$156,466
DUKE UNIVERSITY
BOX 90091 DUKE UNIVERSITYDURHAMNC27708EDITORIAL SERVICES$96,194
EDWARD TIMKE
1515 7TH STREETMENOMINEEMI49585EDITORIAL SERVICES$90,636
KRISTINA DESROSIERS
8 BROOKSIDE LANENORFOLKMA02056CONSULTING SERVICES$66,843
ROBERT STEPHENS WEALTH MANAGEMENT
201 MISSION ST SUITE 510SAN FRANCISCOCA94105INVESTMENT MANAGEMENT$55,465
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1ACADEMIC PROGRAMS -AEF HAS THREE MAIN ACADEMIC PROGRAMS: ADVERTISING & SOCIETY QUARTERLY (ASQ) , ADTEXT AND ACADEMIC REVIEW BOARDASQ IS A PEER-REVIEWED SCHOLARLY JOURNAL PUBLISHED BY THE AEF AND DISTRIBUTED BY THE JOHNS HOPKINS UNIVERSITY PRESS (JHUP) PROJECT MUSE. AEF ALSO HOLDS AN ANNUAL ASQ COLLOQUIUM THAT GATHERS LEADING SCHOLARS. ADTEXT IS AN ONLINE TEXTBOOK, FOR USE IN WHOLE OR PART, IN COLLEGE COURSES. THE TEXTBOOK EXAMINES THE PLACE OF ADVERTISING IN AMERICAN AND GLOBAL SOCIETY. SINGLE CHAPTERS ON SPECIFIC TOPICS ARE USED AS SUPPLEMENTS IN COURSES ON GENDER, ETHICS, REGIONAL STUDIES, AMERICAN HISTORY, AND GLOBALIZATION. THE FULL SET OF CHAPTERS IS USED AS A MAIN OR SUPPLEMENTARY TEXTBOOK FOR COURSES ON ADVERTISING AND SOCIETY.Description1Txt
Expenses1$247,021Expenses1Amt
Description2EDUCATIONAL CONFERENCES, MEETING AND EVENTS - AEF HOLDS VARIOUS MEETINGS AND EVENTS TO ENGAGE: 1) THE MARKETING AND ADVERTISING COMMUNITY, 2) ACADEMIC INSTITUTIONS, 3) PROFESSORS, 4) STUDENTS. AEF OFFERS CLASSROOM GUEST SPEAKERS WHO ARE VISITING MARKETING AND ADVERTISING PROFESSIONALS AND ANNUAL VISITING PROFESSOR FELLOWSHIPS THAT PARTNER ACADEMICS WITH AGENCIES AND MARKETING ORGANIZATIONS, COMPELLING THOUGHT LEADERSHIP SYMPOSIA. ASQ COLLOQUIUMS ALLOWING PROFESSORS COLLABORATION AND SHARE BEST PRACTICES.ALL EDUCATIONAL CONFERENCES, MEETINGS AND EVENTS WERE VIRTUAL AT NO COST TO THE ATTENDEES.Description2Txt
Expenses2$120,045Expenses2Amt
Description3INTERNSHIP PROGRAM -THE MARKETING AND ADVERTISING EDUCATION (MADE) INTERNSHIP PROGRAM WAS LAUNCHED IN 2018. IT PLACES STUDENTS IN PAID SUMMER INTERNSHIPS AND CONNECTS STUDENTS TO THE ADVERTISING AND MARKETING INDUSTRY THROUGH AN ONLINE PLATFORM. ORGANIZATIONS CAN SELECT TOP TALENT FROM A POOL THAT SPANS RACIAL, ETHNIC, GEOGRAPHIC, AND SOCIOECONOMIC GROUPS, RESULTING IN A MORE REPRESENTATIVE INDUSTRY.Description3Txt
Expenses3$17,155Expenses3Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,579,003AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$172,973AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$400,684FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,152,660TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,152,660AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$107,290CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,045,370NetVlNoncharitableAssetsAmt
Minimum Investment Return$352,269MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,170,941ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,170,941QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$352,269CurrentYearAmt
Year1$411,679Year1Amt
Year2$146,673Year2Amt
Year3$112,584Year3Amt
Total$1,023,205TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$299,429CurrentYearAmt
Year1$349,927Year1Amt
Year2$124,672Year2Amt
Year3$95,696Year3Amt
Total$869,724TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$2,170,941CurrentYearAmt
Year1$1,587,451Year1Amt
Year2$1,460,889Year2Amt
Year3$1,580,498Year3Amt
Total$6,799,779TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$20,104CurrentYearAmt
Year1$15,000Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$35,104TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$2,150,837CurrentYearAmt
Year1$1,572,451Year1Amt
Year2$1,460,889Year2Amt
Year3$1,580,498Year3Amt
Total$6,764,675TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$234,846CurrentYearAmt
Year1$274,453Year1Amt
Year2$238,310Year2Amt
Year3$283,913Year3Amt
Total$1,031,522TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSHARON HUDSON VP PROGRAM MANAGERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1155 EAST 44TH ST 3RD FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2129868060RecipientPhoneNum
Recipient Email AddressSH@AEF.COMRecipientEmailAddressTxt
Form And Info And MaterialsAPPLICATIONS ARE SENT TO, AND SELECTED BY, A SELECTION COMMITTEE. APPLICATIONS MUST INCLUDE THE FOLLLOWING: - LETTER OF RECOMMENDATION FROM A PROFESSOR AND/OR DEAN - STUDENTS NEED TO SUBMIT A RESUME - STUDENTS NEED TO WRITE A STATEMENT EXPLAINING WHY THEY ARE PASSIONATE ABOUT PURSUING A CAREER IN MARKETING AND ADVERTISING - STUDENTS NEED TO CREATE A 2-MINUTE VIDEO ABOUT THEIR INTERESTS, ACCOMPLISHMENTS, RELATING TO ADVERTISING, MARKETING, ETC.FormAndInfoAndMaterialsTxt
Submission DeadlinesJANUARY 15, 2021SubmissionDeadlinesTxt
Restrictions On AwardsTHE SCHOLARSHIP WAS GRANTED TO ONLY 6 HBCU STUDENTS WHO ASPIRE TO WORK IN MARKETING, ADVERTISING OR COMMUNICATION INDUSTRY AND WERE IN THEIR SOPHOMORE YEAR, WITH AN EXPECTED GRADUATION DATE OF MAY 2023.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALANHA KNIGHT
2911 HOLLISTER AVENORFOLKVA23504N/AIFINANCIALLY SUPPORT HBCU STUDENTS WHO ASPIRE TO WORK IN MARKETING, ADVERTISING OR COMMUNICATION INDUSTRY$2,500
BRECHA BYRD
5538 ROLFE HWYELBERONVA23846N/AIFINANCIALLY SUPPORT HBCU STUDENTS WHO ASPIRE TO WORK IN MARKETING, ADVERTISING OR COMMUNICATION INDUSTRY$2,500
FORDHAM UNIVERSITY
441 EAST FORDHAM ROAD FMH 512BRONXNY10458N/APCSUPPORT FOR PROFESSORS' RESEARCH$1,000
HELPING MAMAS INC
4487 PARK DRIVENORCROSSGA30093N/APCSUPPORT FOR ORGANIZATION'S MISSION$1,604
JAMES LENOX HOUSE INC
49 EAST 73RD STREETNEW YORKNY10021N/APCSUPPORT FOR LIFETIME SERVICE AWARD EVENT$2,500
KAMAURI WINDER
1309 SHERWOOD AVEBALTIMOREMD21239N/AIFINANCIALLY SUPPORT HBCU STUDENTS WHO ASPIRE TO WORK IN MARKETING, ADVERTISING OR COMMUNICATION INDUSTRY$2,500
KENNEDY SAMPSON
9078 HANLEY COURTWALDORFMD20603N/AIFINANCIALLY SUPPORT HBCU STUDENTS WHO ASPIRE TO WORK IN MARKETING, ADVERTISING OR COMMUNICATION INDUSTRY$2,500
KRISTEN THOMAS
1010 RIDGEVIEW LANEBISHOPGA30621N/AIFINANCIALLY SUPPORT HBCU STUDENTS WHO ASPIRE TO WORK IN MARKETING, ADVERTISING OR COMMUNICATION INDUSTRY$2,500
WIDMARK CADET
14507 GLENMORGAN DRCHESTERVA23831N/AIFINANCIALLY SUPPORT HBCU STUDENTS WHO ASPIRE TO WORK IN MARKETING, ADVERTISING OR COMMUNICATION INDUSTRY$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,104TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$133,601ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,015,932ExclusionAmt

Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion-$58,995ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescROYALTIESDesc
Exclusion15ExclusionCd
Exclusion$58,995ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$882,331ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$882,331TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsYes (1)ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities EtcYes (1)SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail (2 entries)

Line NumberLineNumberTxtInvolvedInvolvedAmtTransfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc
ASSOCIATION OF NATIONAL ADVERTISERS INC
1b(4)$1,844,417THE ASSOCIATION OF NATIONAL ADVERTISERS, INC. (ANA) PAYS FOR CERTAIN EXPENSES ON BEHALF OF THE AEF. ANA ALSO COLLECTS CONTRIBUTIONS FROM ITS MEMBERS THAT HAVE BEEN DESIGNATED FOR AEF. TOTAL REIMBURSEMENTS PAID DURING THE TAX YEAR WAS $1,844,417.
ASSOCIATION OF NATIONAL ADVERTISERS INC
1c$433,377THE ASSOCIATION OF NATIONAL ADVERTISERS, INC. (ANA) PROVIDES ADMINISTRATIVE, MANAGEMENT, OPERATIONAL AND SUPPORT ELEMENTS TO AEF AT NO CHARGE. THIS INCLUDES A PROVISION FOR OFFICE SPACE, ADMINISTRATION AND MAINTENANCE OF TELEPHONE AND INTERNET SERVICES, IT SUPPORT AND MAINTENANCE, AUDIT, ACCOUNTING AND LEGAL SERVICES, AND COMMUNICATIONS AND MARKETING. THE ESTIMATED FAIR MARKET VALUE OF SUCH SUPPORT SERVICES PROVIDED DURING THE TAX YEAR WAS $433,377.
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOYes (1)RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1ASSOCIATION OF NATIONAL ADVERTISERS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Organization Type501(C)(6)OrganizationTypeDesc
Relationship DescriptionTHE ASSOCIATION OF NATIONAL ADVERTISERS, INC. (ANA) IS THE SOLE MEMBER OF THE AEF.RelationshipDescriptionTxt

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (73 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndAddress Line1ContributorForeignAddress/AddressLine1TxtCityContributorForeignAddress/CityNmCountryContributorForeignAddress/CountryCd
ABBOTT LABS
1100 ABBOTT PARK ROADABBOTT PARKIL60064$98,500Yes (X)
MCCANN NEW YORK
2622 3RD AVENEW YORKNY10017$53,800Yes (X)
DOUBLEVERIFY
3462 BROADWAYNEW YORKNY10013$50,300Yes (X)
FCB
4100 WEST 33RD STREET 5TH FLOORNEW YORKNY10001$44,800Yes (X)
PUBLICIS GROUPE
5375 HUDSON STREETNEW YORKNY10014$39,200Yes (X)
DISNEY
677 WEST 66TH STREETNEW YORKNY10023$36,667Yes (X)
ANHEUSER-BUSCH
7125 WEST 24TH STREETNEW YORKNY10011$34,900Yes (X)
AARP
8602 E ST NWWASHINGTONDC20049$30,200Yes (X)
INTERPUBLIC GROUP
91114 AVENUE OF THE AMERICAS 18 FLOONEW YORKNY10036$25,000Yes (X)
WIEDEN & KENNEDY
10150 VARICK STNEW YORKNY10013$25,000Yes (X)
AMERICAN EXPRESS
11200 VESEY STREETNEW YORKNY10285$20,800Yes (X)
IBM
121 NEW ORCHARD ROADARMONKNY10504$20,550Yes (X)
LENOVO
131009 THINK PLACEMORRISVILLENC27560$20,300Yes (X)
GENERAL MOTORS
14300 RENAISSANCE CENTERDETROITMI48265$27,823Yes (X)
HEARTS & SCIENCE
15200 VARICK STREETNEW YORKNY10014$20,000Yes (X)
IW GROUP
16215 PARK AVE SOUTHNEW YORKNY10003$20,000Yes (X)
DEUTSCH
17330 W 34TH STREETNEW YORKNY10017$19,900Yes (X)
MASTERCARD
182000 PURCHASE STREETPURCHASENY10577$19,900Yes (X)
P&G
191 PROCTER GAMBLE PLAZACINCINNATIOH45202$19,900Yes (X)
WUNDERMAN THOMPSON
20175 GREENWICH STREETNEW YORKNY10007$19,900Yes (X)
STJUDE CHILDREN'S RESEARCH HOSPITAL
21501 ST JUDE PLACEMEMPHISTN38015$19,800Yes (X)
GOOGLE
221600 AMPHITHEATRE PARKWAYMOUNTAIN VIEWCA94043$19,400Yes (X)
REAL CHEMISTRY
2350 FRANCISCO STREETSAN FRANCISCOCA94133$19,300Yes (X)
SNAP INC
243000 31ST STREETSANTA MONICACA90405$15,300Yes (X)
MEDIALINK
251901 AVE OF THE STARSLOS ANGELESCA90067$15,200Yes (X)
HEARST
26300 WEST 57TH STREET 12TH FLOORNEW YORKNY10019$15,000Yes (X)
UM
27100 WEST 33RD STREETNEW YORKNY10001$15,000Yes (X)
BADGER AGENCY
2849 W 23RD STNEW YORKNY10010$13,000Yes (X)
VMLY&R
293 COLUMBUS CIRCLENEW YORKNY10019$11,400Yes (X)
MCDONALD'S CORPORATION
30110 N CARPENTER STCHICAGOIL60607$11,000Yes (X)
VERIZON
31ONE VERIZON WAYBASKING RIDGENJ07920$11,000Yes (X)
COMCAST
321701 JOHN F KENNEDY BLVDPHILADELPHIAPA19103$10,650Yes (X)
SANOFI
331715 W 38TH STREETCHATTANOOGATN37409$10,650Yes (X)
MCCORMICK
34330 WEST 34TH STREETHUNT VALLEYMD21031$10,400Yes (X)
GOLDMAN SACHS
35200 WEST STREETNEW YORKNY10282$10,200Yes (X)
GROUPM
36175 GREENWICH STNEW YORKNY10006$10,200Yes (X)
WWE
371266 EAST MAIN STSTAMFORDCT06902$10,200Yes (X)
GREY
38777 3RD AVENUENEW YORKNY10017$10,100Yes (X)
MCKINNEY
39318 BLACKWELL STREETDURHAMNC27701$10,100Yes (X)
OMD
40195 BROADWAYNEW YORKNY10017$10,100Yes (X)
MCCANN NEW YORK
41622 3RD AVENEW YORKNY10017$10,100Yes (X)
BET NETWORK
421515 BROADWAYNEW YORKNY10036$10,000Yes (X)
BIGTOKEN
432629 TOWNSGATE ROADWESTLAKE VILLAGECA91361$10,000Yes (X)
URBAN PICKLEBALL CLUB
443100 N OCEAN DRIVESINGER ISLANDFL33404$10,000Yes (X)
INTEGRAL AD SCIENCE
4512 EAST 49TH STREETNEW YORKNY10017$10,000Yes (X)
LINKEDIN
46350 5TH AVENUENEW YORKNY10018$10,000Yes (X)
META
4730 HUDSON YARDSNEW YORKNY10003$10,000Yes (X)
NBCUNIVERSAL INC
4830 ROCKEFELLER PLAZANEW YORKNY10001$10,000Yes (X)
OGILVY
49200 FIFTH AVENUENEW YORKNY10010$10,000Yes (X)
PROTO INNOVATION
503 WORLD TRADE CENTER - 34TH FLNEW YORKNY10007$10,000Yes (X)
PUBMATIC
51498 7TH AVENEW YORKNY10018$10,000Yes (X)
SEEDTAG
52122 EAST 42ND STREETNEW YORKNY10168$10,000Yes (X)
TAYLOR STRATEGY
531540 BROADWAYNEW YORKNY10036$10,000Yes (X)
3 DAY BLINDS
54167 TECHNOLOGY DRIVEIRVINECA92618$9,900Yes (X)
ALLY FINANCIAL
55601 S TRYON STREETCHARLOTTENC28202$9,900Yes (X)
IW GROUP
566300 WILSHIRE BOULEVARD SUITE 2150LOS ANGELESCA90048$9,900Yes (X)
CITIZENS BANK
57770 LEGACY PLACEDEDHAMMA02026$9,900Yes (X)
EOS
5819 W44TH STNEW YORKNY10036$9,900Yes (X)
EPSILON
596021 CONNECTION DRIVETEXASTX75039$9,900Yes (X)
HEWLETT PACKARD
601501 PAGE MILL ROADPALO ALTOCA94304$9,900Yes (X)
IHEART MEDIA
6132 6TH AVENEW YORKNY10013$9,900Yes (X)
INVESCO GROUP SERVICES
62PO BOX 78367ATLANTAGA30357$9,900Yes (X)
JOHNSON&JOHNSON
63199 GRANDVIEW ROADSKILLMANNJ08558$9,900Yes (X)
LEGO
64$9,900Yes (X)8-10 NEW FETTER LANELONDONUK
RUST OLEUM
6511 E HAWTHORN PKWYVERNON HILLSIL60061$9,900Yes (X)
SEPHORA
661535 BROADWAYNEW YORKNY10036$9,900Yes (X)
STEIN IAS
67432 PARK AVE SNEW YORKNY10016$9,900Yes (X)
WALMART
68702 SOUTHWEST 8TH STREETBENTONVILLEAR72716$9,900Yes (X)
TWITTER
691355 MARKET STREETSAN FRANCISCOCA94103$9,400Yes (X)
THE SHIPYARD
70580 N 4TH STREETCOLUMBUSOH43215$7,800Yes (X)
PATRICK LAFFERTY
71599 BROADWAYNEW YORKNY10012$6,000Yes (X)
BURRELL COMMUNICATIONS
72233 NORTH MICHIGAN AVECHICAGOIL60602$5,400Yes (X)
D'EXPOSITO & PARTNERS LLC
73875 6TH AVENUENEW YORKNY10001$5,400Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPKF O'CONNOR DAVIESCategoryTxt
Amt$3,750Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,750DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierINFORMATION ABOUT OFFICERS AND DIRECTORSIdentifierTxt
Form And Line ReferenceFORM 990-PF, PART VIII, LINE 2:FormAndLineReferenceDesc
Medium ExplanationTHE COMPENSATION INCURRED FOR WILLIAM O'BARR AS THE DIRECTOR FOR EDITORIAL SERVICES WAS $61,667 DURING 2022. THESE SERVICES WERE REASONABLE AND NECESSARY IN CARRYING OUT THE EXEMPT PURPOSES OF THE PRIVATE FOUNDATION.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES 20+ YEAR TREASURY BOND$1,033,134$1,033,134
VANGUARD INTERMEDIATE TERM COR$805,174$805,174
VANGUARD SHORT TERM TREASURY$163,226$163,226
ISHARES JPM USD EMERGING MARKETS BOND$973,631$973,631
ISHARES BROAD USD HIGH YIELD C$162,982$162,982

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD S&P 500 ETF$365,042$365,042
ISHARES TR CORE S&P$367,487$367,487
ISHARES CORE MSCI EAFE ETF$733,208$733,208
ISHARES CORE MSCI EMERGING$274,222$274,222
ISHARES CORE S&P U.S. VALUE$648,383$648,383

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED GAIN/LOSS ON INVESTMENTSDesc
Amt$628,631Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL GALA EXPENSES$270,559$0$270,559$0
WEBSITE$1,415$0$0$1,415
HOSTING/PROGRAMS$14,904$0$0$14,905
TALENT PROJECT$25,117$0$0$25,117
OFFICE EXPENSES$3,872$0$0$3,872
DUES AND SUBSCRIPTIONS$10,997$0$0$10,997
INSURANCE$1,526$0$0$1,526
OTHER OPERATING EXPENSES$38,776$0$0$35,682
ADVERTISING$13,285$0$0$13,285
INFORMATION TECHNOLOGY$5,500$0$0$3,250

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ROYALTIES$58,995$58,995$58,995
GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS$117,000$117,000

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO AFFILIATEDesc
BOY Book Value$76,482BOYBookValueAmt
EOY Book Value$120,309EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (16 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CITIBANK$6,747$6,747$6,747$0
FAIRPOINTE CAPITAL INVESTMENT$55,465$55,465$55,465$0
DUKE UNIVERSITY$81,400$0$0$39,983
EDWARD TIMKE$98,168$0$0$98,168
KRISTINA DESROSIERS$72,000$0$0$72,000
NECTAR LEARNING$100,000$0$0$75,000
JASON CHAMBERS$2,500$0$0$2,500
JEAN GROW$2,500$0$0$2,500
LINDA TUNCAY ZAYER$2,500$0$0$2,500
WANHSIU TSAI$2,500$0$0$2,500
SMITHSONIAN INSTITUTION$2,500$0$0$2,500
LAUREL STEINFIELD$2,500$0$0$2,500
TYRTHA LINDSEY-WARREN$2,500$0$0$2,500
CATHERINE COLEMAN$2,500$0$0$2,500
JOANNA JENKINS$2,500$0$0$2,500
ADVERTISER PERCEPTIONS$10,000$0$0$10,000

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