2023-11-15T22:17:12-06:00 2022-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990PF 2022-01-01 133228986 THE ADVERTISING EDUCATIONAL FOUNDATION INC ADVE 2129868060 155 EAST 44TH STREET NEW YORK NY 10017 CHRISTINE MANNA AUTHORIZED OFFICER 2129868060 2023-11-15 1 CHRISTINE MANNA XXX-XX-XXXX 1 EVA MRUK P00543254 2122862600 2023-11-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 6224801 X 1497487 133601 133601 133601 -1015932 55409721 0 579334 175995 58995 175995 791151 192596 888930 452744 0 0 452744 990664 0 0 955733 269890 0 0 269890 3750 0 0 3750 446280 62212 62212 317651 52507 0 0 41020 385951 0 270559 110049 2601786 62212 332771 2150837 20104 20104 2621890 62212 332771 2170941 -1830739 130384 556159 131990 215398 215398 59157 82143 82143 222936 148171 222936 222936 170250 168750 170250 170250 15405 7585 7585 3643417 2388342 2388342 4423767 3138147 3138147 8590657 6224801 6224801 195937 264824 78900 59700 76482 120309 351319 444833 X 8239338 5779968 8239338 5779968 8590657 6224801 8239338 -1830739 0 6408599 628631 5779968 PUBLICLY TRADED SECURITIES 52840792 54436058 -1595266 -1595266 PUBLICLY TRADED SECURITIES 2568929 1989595 579334 579334 -1015932 579334 1812 0 1812 0 1812 2000 0 0 0 2000 X 33 155 155 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 1 0 0 0 1 N/A CHRISTINE MANNA CO ANA 2126975950 155 EAST 44TH STREET NEW YORK NY 10017 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 MR GORDON MCLEAN 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 PRESIDENT & CEO 35.00 391077 34141 0 MS CHRISTINE MANNA 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 PRESIDENT & COO OF ANA 1.20 0 0 0 MR CHRIS MACDONALD 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 CHAIRMAN 1.00 0 0 0 MR DAVID J MOORE 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 TREASURER / VICE CHAIR 1.00 0 0 0 MS VITA HARRIS 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 VICE CHAIR 1.00 0 0 0 MR BILL IMADA 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 VICE CHAIR 1.00 0 0 0 MR PAT LAFFERTY 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 VICE CHAIR 1.00 0 0 0 MS NANCY RABSTEJNEK NICHOLS 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 VICE CHAIR 1.00 0 0 0 MS ANN RUBIN 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 VICE CHAIR 1.00 0 0 0 MR ERIC AUSTIN 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MR LOU AVERSANO 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MS MICHELLE BARLOW 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MS JUDITH BOOKBINDER 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MR JEFF BUCHAN 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MR TIMOTHY CASTELLI 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MR DANIEL CHERRY III 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MS LISA COLEMAN PH D 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MS VAL DIFEBO 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MR JOHN DUNLEAVY 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MS DAISY EXPOSITO-ULLA 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MS NERMIN EYUBOGLU PHD 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MS TORI FERNANDES 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MS BELLE FRANK 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MR GARETH GOODALL 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MS NICKI GRANT 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MR VINCE HUDSON 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MS CAROLE IRGANG 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MR TIM JONES 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MS MARLA KAPLOWITZ 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MS EILEEN KIERNAN 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MR PAUL KURNIT 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR (THRU JUN 2022) 1.00 0 0 0 MR CLARENCE LEE PHD 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MS DAWN LERMAN PHD 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MR ROBERT D LIODICE 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.75 0 0 0 MR JASON LONSDALE 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MR PETER J MCGUINESS III 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MR DAVID N MECHLIN 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MR WILLIAM M O'BARR PHD 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR - SEE STATEMENT 19 1.00 61667 0 0 MS TIFFANY PERKINS-MUNN PHD 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MR JEF RICHARDS JD PHD 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MR HAYES ROTH 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MS CYNTHIA ROUND 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MR DAVID RUBIN 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MR VAN SAPP 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MR DENIS SISON 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MR ANDREA SPIEGEL 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MR ANDREW SUSMAN 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MR MARK TRUSS 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MR BARRY WACKSMAN 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 PROF WILLIAM H WEINTRAUB 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MR CARLOS ZEPEDA 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 MS MARNI GORDON 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 SVP, PARTNERSHIPS 35.00 221267 44150 0 MR ELLIOT LUM 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 EVP, TALENT STRATEGY 17.50 138437 10539 0 MS SHARON HUDSON 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 VP, PROGRAM MANAGER 35.00 120721 25681 0 MS MARCIA SOLING 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 SVP, CONTENT MANAGER 35.00 126318 15768 0 MS AMY SPELMAN 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR 35.00 105769 11589 0 0 THE PIERRE NEW YORK BOX 90091 DUKE UNIVERSITY DURHAM NC 27708 CATERING SERVICES 156466 DUKE UNIVERSITY BOX 90091 DUKE UNIVERSITY DURHAM NC 27708 EDITORIAL SERVICES 96194 EDWARD TIMKE 1515 7TH STREET MENOMINEE MI 49585 EDITORIAL SERVICES 90636 KRISTINA DESROSIERS 8 BROOKSIDE LANE NORFOLK MA 02056 CONSULTING SERVICES 66843 ROBERT STEPHENS WEALTH MANAGEMENT 201 MISSION ST SUITE 510 SAN FRANCISCO CA 94105 INVESTMENT MANAGEMENT 55465 0 ACADEMIC 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. 247021 EDUCATIONAL 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. 120045 INTERNSHIP 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. 17155 0 6579003 172973 400684 7152660 0 0 7152660 107290 7045370 352269 X 2170941 0 2170941 X 352269 411679 146673 112584 1023205 299429 349927 124672 95696 869724 2170941 1587451 1460889 1580498 6799779 20104 15000 0 0 35104 2150837 1572451 1460889 1580498 6764675 0 0 234846 274453 238310 283913 1031522 0 0 0 0 SHARON HUDSON VP PROGRAM MANAGER 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 2129868060 SH@AEF.COM APPLICATIONS 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. JANUARY 15, 2021 THE 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. ALANHA KNIGHT 2911 HOLLISTER AVE NORFOLK VA 23504 N/A I FINANCIALLY SUPPORT HBCU STUDENTS WHO ASPIRE TO WORK IN MARKETING, ADVERTISING OR COMMUNICATION INDUSTRY 2500 BRECHA BYRD 5538 ROLFE HWY ELBERON VA 23846 N/A I FINANCIALLY SUPPORT HBCU STUDENTS WHO ASPIRE TO WORK IN MARKETING, ADVERTISING OR COMMUNICATION INDUSTRY 2500 FORDHAM UNIVERSITY 441 EAST FORDHAM ROAD FMH 512 BRONX NY 10458 N/A PC SUPPORT FOR PROFESSORS' RESEARCH 1000 HELPING MAMAS INC 4487 PARK DRIVE NORCROSS GA 30093 N/A PC SUPPORT FOR ORGANIZATION'S MISSION 1604 JAMES LENOX HOUSE INC 49 EAST 73RD STREET NEW YORK NY 10021 N/A PC SUPPORT FOR LIFETIME SERVICE AWARD EVENT 2500 KAMAURI WINDER 1309 SHERWOOD AVE BALTIMORE MD 21239 N/A I FINANCIALLY SUPPORT HBCU STUDENTS WHO ASPIRE TO WORK IN MARKETING, ADVERTISING OR COMMUNICATION INDUSTRY 2500 KENNEDY SAMPSON 9078 HANLEY COURT WALDORF MD 20603 N/A I FINANCIALLY SUPPORT HBCU STUDENTS WHO ASPIRE TO WORK IN MARKETING, ADVERTISING OR COMMUNICATION INDUSTRY 2500 KRISTEN THOMAS 1010 RIDGEVIEW LANE BISHOP GA 30621 N/A I FINANCIALLY SUPPORT HBCU STUDENTS WHO ASPIRE TO WORK IN MARKETING, ADVERTISING OR COMMUNICATION INDUSTRY 2500 WIDMARK CADET 14507 GLENMORGAN DR CHESTER VA 23831 N/A I FINANCIALLY SUPPORT HBCU STUDENTS WHO ASPIRE TO WORK IN MARKETING, ADVERTISING OR COMMUNICATION INDUSTRY 2500 20104 0 14 133601 18 -1015932 01 -58995 ROYALTIES 15 58995 0 -882331 0 -882331 0 0 0 0 0 1 0 0 1 1b(4) 1844417 ASSOCIATION OF NATIONAL ADVERTISERS INC THE 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. 1c 433377 ASSOCIATION OF NATIONAL ADVERTISERS INC THE 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. 1 ASSOCIATION OF NATIONAL ADVERTISERS INC 501(C)(6) THE ASSOCIATION OF NATIONAL ADVERTISERS, INC. (ANA) IS THE SOLE MEMBER OF THE AEF. X X 1 ABBOTT LABS 100 ABBOTT PARK ROAD ABBOTT PARK IL 60064 98500 X 2 MCCANN NEW YORK 622 3RD AVE NEW YORK NY 10017 53800 X 3 DOUBLEVERIFY 462 BROADWAY NEW YORK NY 10013 50300 X 4 FCB 100 WEST 33RD STREET 5TH FLOOR NEW YORK NY 10001 44800 X 5 PUBLICIS GROUPE 375 HUDSON STREET NEW YORK NY 10014 39200 X 6 DISNEY 77 WEST 66TH STREET NEW YORK NY 10023 36667 X 7 ANHEUSER-BUSCH 125 WEST 24TH STREET NEW YORK NY 10011 34900 X 8 AARP 602 E ST NW WASHINGTON DC 20049 30200 X 9 INTERPUBLIC GROUP 1114 AVENUE OF THE AMERICAS 18 FLOO NEW YORK NY 10036 25000 X 10 WIEDEN & KENNEDY 150 VARICK ST NEW YORK NY 10013 25000 X 11 AMERICAN EXPRESS 200 VESEY STREET NEW YORK NY 10285 20800 X 12 IBM 1 NEW ORCHARD ROAD ARMONK NY 10504 20550 X 13 LENOVO 1009 THINK PLACE MORRISVILLE NC 27560 20300 X 14 GENERAL MOTORS 300 RENAISSANCE CENTER DETROIT MI 48265 27823 X 15 HEARTS & SCIENCE 200 VARICK STREET NEW YORK NY 10014 20000 X 16 IW GROUP 215 PARK AVE SOUTH NEW YORK NY 10003 20000 X 17 DEUTSCH 330 W 34TH STREET NEW YORK NY 10017 19900 X 18 MASTERCARD 2000 PURCHASE STREET PURCHASE NY 10577 19900 X 19 P&G 1 PROCTER GAMBLE PLAZA CINCINNATI OH 45202 19900 X 20 WUNDERMAN THOMPSON 175 GREENWICH STREET NEW YORK NY 10007 19900 X 21 STJUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38015 19800 X 22 GOOGLE 1600 AMPHITHEATRE PARKWAY MOUNTAIN VIEW CA 94043 19400 X 23 REAL CHEMISTRY 50 FRANCISCO STREET SAN FRANCISCO CA 94133 19300 X 24 SNAP INC 3000 31ST STREET SANTA MONICA CA 90405 15300 X 25 MEDIALINK 1901 AVE OF THE STARS LOS ANGELES CA 90067 15200 X 26 HEARST 300 WEST 57TH STREET 12TH FLOOR NEW YORK NY 10019 15000 X 27 UM 100 WEST 33RD STREET NEW YORK NY 10001 15000 X 28 BADGER AGENCY 49 W 23RD ST NEW YORK NY 10010 13000 X 29 VMLY&R 3 COLUMBUS CIRCLE NEW YORK NY 10019 11400 X 30 MCDONALD'S CORPORATION 110 N CARPENTER ST CHICAGO IL 60607 11000 X 31 VERIZON ONE VERIZON WAY BASKING RIDGE NJ 07920 11000 X 32 COMCAST 1701 JOHN F KENNEDY BLVD PHILADELPHIA PA 19103 10650 X 33 SANOFI 1715 W 38TH STREET CHATTANOOGA TN 37409 10650 X 34 MCCORMICK 330 WEST 34TH STREET HUNT VALLEY MD 21031 10400 X 35 GOLDMAN SACHS 200 WEST STREET NEW YORK NY 10282 10200 X 36 GROUPM 175 GREENWICH ST NEW YORK NY 10006 10200 X 37 WWE 1266 EAST MAIN ST STAMFORD CT 06902 10200 X 38 GREY 777 3RD AVENUE NEW YORK NY 10017 10100 X 39 MCKINNEY 318 BLACKWELL STREET DURHAM NC 27701 10100 X 40 OMD 195 BROADWAY NEW YORK NY 10017 10100 X 41 MCCANN NEW YORK 622 3RD AVE NEW YORK NY 10017 10100 X 42 BET NETWORK 1515 BROADWAY NEW YORK NY 10036 10000 X 43 BIGTOKEN 2629 TOWNSGATE ROAD WESTLAKE VILLAGE CA 91361 10000 X 44 URBAN PICKLEBALL CLUB 3100 N OCEAN DRIVE SINGER ISLAND FL 33404 10000 X 45 INTEGRAL AD SCIENCE 12 EAST 49TH STREET NEW YORK NY 10017 10000 X 46 LINKEDIN 350 5TH AVENUE NEW YORK NY 10018 10000 X 47 META 30 HUDSON YARDS NEW YORK NY 10003 10000 X 48 NBCUNIVERSAL INC 30 ROCKEFELLER PLAZA NEW YORK NY 10001 10000 X 49 OGILVY 200 FIFTH AVENUE NEW YORK NY 10010 10000 X 50 PROTO INNOVATION 3 WORLD TRADE CENTER - 34TH FL NEW YORK NY 10007 10000 X 51 PUBMATIC 498 7TH AVE NEW YORK NY 10018 10000 X 52 SEEDTAG 122 EAST 42ND STREET NEW YORK NY 10168 10000 X 53 TAYLOR STRATEGY 1540 BROADWAY NEW YORK NY 10036 10000 X 54 3 DAY BLINDS 167 TECHNOLOGY DRIVE IRVINE CA 92618 9900 X 55 ALLY FINANCIAL 601 S TRYON STREET CHARLOTTE NC 28202 9900 X 56 IW GROUP 6300 WILSHIRE BOULEVARD SUITE 2150 LOS ANGELES CA 90048 9900 X 57 CITIZENS BANK 770 LEGACY PLACE DEDHAM MA 02026 9900 X 58 EOS 19 W44TH ST NEW YORK NY 10036 9900 X 59 EPSILON 6021 CONNECTION DRIVE TEXAS TX 75039 9900 X 60 HEWLETT PACKARD 1501 PAGE MILL ROAD PALO ALTO CA 94304 9900 X 61 IHEART MEDIA 32 6TH AVE NEW YORK NY 10013 9900 X 62 INVESCO GROUP SERVICES PO BOX 78367 ATLANTA GA 30357 9900 X 63 JOHNSON&JOHNSON 199 GRANDVIEW ROAD SKILLMAN NJ 08558 9900 X 64 LEGO 8-10 NEW FETTER LANE LONDON UK 9900 X 65 RUST OLEUM 11 E HAWTHORN PKWY VERNON HILLS IL 60061 9900 X 66 SEPHORA 1535 BROADWAY NEW YORK NY 10036 9900 X 67 STEIN IAS 432 PARK AVE S NEW YORK NY 10016 9900 X 68 WALMART 702 SOUTHWEST 8TH STREET BENTONVILLE AR 72716 9900 X 69 TWITTER 1355 MARKET STREET SAN FRANCISCO CA 94103 9400 X 70 THE SHIPYARD 580 N 4TH STREET COLUMBUS OH 43215 7800 X 71 PATRICK LAFFERTY 599 BROADWAY NEW YORK NY 10012 6000 X 72 BURRELL COMMUNICATIONS 233 NORTH MICHIGAN AVE CHICAGO IL 60602 5400 X 73 D'EXPOSITO & PARTNERS LLC 875 6TH AVENUE NEW YORK NY 10001 5400 X PKF O'CONNOR DAVIES 3750 0 0 3750 INFORMATION ABOUT OFFICERS AND DIRECTORS FORM 990-PF, PART VIII, LINE 2: THE 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. ISHARES 20+ YEAR TREASURY BOND 1033134 1033134 VANGUARD INTERMEDIATE TERM COR 805174 805174 VANGUARD SHORT TERM TREASURY 163226 163226 ISHARES JPM USD EMERGING MARKETS BOND 973631 973631 ISHARES BROAD USD HIGH YIELD C 162982 162982 VANGUARD S&P 500 ETF 365042 365042 ISHARES TR CORE S&P 367487 367487 ISHARES CORE MSCI EAFE ETF 733208 733208 ISHARES CORE MSCI EMERGING 274222 274222 ISHARES CORE S&P U.S. VALUE 648383 648383 NET UNREALIZED GAIN/LOSS ON INVESTMENTS 628631 ANNUAL GALA EXPENSES 270559 0 270559 0 WEBSITE 1415 0 0 1415 HOSTING/PROGRAMS 14904 0 0 14905 TALENT PROJECT 25117 0 0 25117 OFFICE EXPENSES 3872 0 0 3872 DUES AND SUBSCRIPTIONS 10997 0 0 10997 INSURANCE 1526 0 0 1526 OTHER OPERATING EXPENSES 38776 0 0 35682 ADVERTISING 13285 0 0 13285 INFORMATION TECHNOLOGY 5500 0 0 3250 ROYALTIES 58995 58995 58995 GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 117000 117000 DUE TO AFFILIATE 76482 120309 CITIBANK 6747 6747 6747 0 FAIRPOINTE CAPITAL INVESTMENT 55465 55465 55465 0 DUKE UNIVERSITY 81400 0 0 39983 EDWARD TIMKE 98168 0 0 98168 KRISTINA DESROSIERS 72000 0 0 72000 NECTAR LEARNING 100000 0 0 75000 JASON CHAMBERS 2500 0 0 2500 JEAN GROW 2500 0 0 2500 LINDA TUNCAY ZAYER 2500 0 0 2500 WANHSIU TSAI 2500 0 0 2500 SMITHSONIAN INSTITUTION 2500 0 0 2500 LAUREL STEINFIELD 2500 0 0 2500 TYRTHA LINDSEY-WARREN 2500 0 0 2500 CATHERINE COLEMAN 2500 0 0 2500 JOANNA JENKINS 2500 0 0 2500 ADVERTISER PERCEPTIONS 10000 0 0 10000