ADVERTISING EDUCATIONAL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ADVERTISING EDUCATIONAL FOUNDATION (EIN 13-3228986)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349110917
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Schedule B
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T21:45:59-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133228986 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ADVERTISING EDUCATIONAL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADVE | BusinessNameControlTxt |
| Phone | 2129868060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 EAST 44TH ST 3RD FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE MANNA | PersonNm |
| Person Title | AUTHORIZED OFFICER | PersonTitleTxt |
| Phone | 2129868060 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTINE | PersonFirstNm |
| Person Last | MANNA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,590,657 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,095,849 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $184 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $184 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $184 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $113,942 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $113,942 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $113,942 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,105,195 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,665,074 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,105,195 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,246,547 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $118,500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $60,000 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $118,500 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,433,670 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,279,321 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,479,173 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $382,835 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $382,835 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $898,112 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $766,111 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $220,238 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $220,238 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $219,684 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,688 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $67,688 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $119,565 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,433 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $22,433 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $33 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $33 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $204,898 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $143,662 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61,236 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,948,233 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,688 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $211,350 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,572,451 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,963,233 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,688 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $211,350 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,587,451 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,470,437 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,211,633 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,267,823 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $88,874 | CashBOYAmt |
| Cash EOY | $131,990 | CashEOYAmt |
| Cash EOYFMV | $131,990 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $457,542 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,157 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,157 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $148,171 | AcctRcvblAmt |
| Acct Rcvbl BOY | $66,798 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $148,171 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $148,171 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $168,750 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $73,450 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $168,750 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $168,750 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $36,406 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $15,405 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $15,405 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $5,918,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,643,417 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,643,417 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $256,950 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,423,767 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,423,767 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $902,241 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,800,261 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,590,657 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,590,657 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $100,001 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $195,937 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $42,450 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $78,900 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $57,982 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $76,482 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $200,433 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $351,319 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $7,599,828 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $8,239,338 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,599,828 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,239,338 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,800,261 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,590,657 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,599,828 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,470,437 | ExcessRevenueOverExpensesAmt |
| Other Increases | $39,996 | OtherIncreasesAmt |
| Subtotal | $9,110,261 | SubtotalAmt |
| Other Decreases | $870,923 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,239,338 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $33,045,937 | $32,187,289 | $858,648 | $858,648 |
| PUBLICLY TRADED SECURITIES | $4,619,137 | $3,372,590 | $1,246,547 | $1,246,547 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,105,195 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,246,547 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,742 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,742 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,742 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,350 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,350 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $22,392 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINE MANNA CO ANA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126975950 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 EAST 44TH ST 3RD FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (51 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MR GORDON MCLEAN | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | PRESIDENT & CEO | 35.00 | $302,831 | $33,766 | $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 JUDITH BOOKBINDER | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MR DAVID BROT | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | DIRECTOR (THRU AUG 2021) | 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 |
| MR PETER DENUNZIO | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | DIRECTOR (THRU SEPT 2021) | 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 OWEN J DOUGHERTY | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | DIRECTOR (THRU DEC 2021) | 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 BELLE FRANK | ||||||||
| 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 | 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 | $80,004 | $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 |
| MS JENNIFER SCANLON PHD | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | DIRECTOR (THRU OCT 2021) | 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 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MS MARNI GORDON | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | SVP, PARTNERSHIPS | 35.00 | $185,444 | $37,804 | $0 |
| MR ELLIOT LUM | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | SVP, TALENT STRATEGY | 35.00 | $157,644 | $11,480 | $0 |
| MS SHARON HUDSON | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | VP, PROGRAM MANAGER | 35.00 | $110,972 | $22,257 | $0 |
| MS MARCIA SOLING | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | VP, CONTENT MANAGER | 35.00 | $107,017 | $13,687 | $0 |
| MS SARAH PARRISH | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | VP, PROGRAM MANAGER | 35.00 | $66,185 | $9,519 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EDWARD TIMKE | |||||
| 1515 7TH STREET | MENOMINEE | MI | 49585 | EDITORIAL SERVICES | $75,925 |
| THE PIERRE NEW YORK | |||||
| BOX 90091 DUKE UNIVERSITY | DURHAM | NC | 27708 | CATERING SERVICES | $66,576 |
| DUKE UNIVERSITY | |||||
| BOX 90091 DUKE UNIVERSITY | DURHAM | NC | 27708 | EDITORIAL SERVICES | $63,492 |
| ROBERT STEPHENS WEALTH MANAGEMENT | |||||
| 201 MISSION ST SUITE 510 | SAN FRANCISCO | CA | 94105 | INVESTMENT MANAGEMENT | $54,307 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ACADEMIC PROGRAMS -AEF HAS TWO MAIN ACADEMIC PROGRAMS: ADVERTISING & SOCIETY QUARTERLY (ASQ) AND ADTEXT. ASQ 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 | $221,768 | Expenses1Amt |
| Description2 | 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. | Description2Txt |
| Expenses2 | $18,091 | Expenses2Amt |
| Description3 | EDUCATIONAL CONFERENCES, MEETING AND EVENTS - AEF HOLDS VARIOUS MEETING AND EVENTS TO ENGAGE: 1) THE MARKETING AND ADVERTISING COMMUNITY, 2) ACADEMIC INSTITUTIONS, 3) PROFESSORS, AND 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.ALL EDUCATIONAL CONFERENCES, MEETINGS AND EVENTS WERE VIRTUAL AT NO COST. | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,550,801 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $553,670 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $254,490 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,358,961 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,358,961 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,384 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,233,577 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $411,679 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,587,451 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,587,451 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $411,679 | CurrentYearAmt |
| Year1 | $146,673 | Year1Amt |
| Year2 | $112,584 | Year2Amt |
| Year3 | $73,443 | Year3Amt |
| Total | $744,379 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $349,927 | CurrentYearAmt |
| Year1 | $124,672 | Year1Amt |
| Year2 | $95,696 | Year2Amt |
| Year3 | $62,427 | Year3Amt |
| Total | $632,722 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,587,451 | CurrentYearAmt |
| Year1 | $1,460,889 | Year1Amt |
| Year2 | $1,580,498 | Year2Amt |
| Year3 | $1,677,131 | Year3Amt |
| Total | $6,305,969 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $15,000 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $15,000 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,572,451 | CurrentYearAmt |
| Year1 | $1,460,889 | Year1Amt |
| Year2 | $1,580,498 | Year2Amt |
| Year3 | $1,677,131 | Year3Amt |
| Total | $6,290,969 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $274,453 | CurrentYearAmt |
| Year1 | $238,310 | Year1Amt |
| Year2 | $283,913 | Year2Amt |
| Year3 | $341,676 | Year3Amt |
| Total | $1,138,352 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHARON HUDSON VP PROGRAM MANAGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 EAST 44TH ST 3RD FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2129868060 | RecipientPhoneNum |
| Recipient Email Address | SH@AEF.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | 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. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JANUARY 15, 2021 | SubmissionDeadlinesTxt |
| Restrictions On Awards | 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. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 | $2,500 |
| 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 | $2,500 |
| 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 | $2,500 |
| 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 | $2,500 |
| 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 | $2,500 |
| 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 | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $184 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,942 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,105,195 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $60,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,279,321 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,279,321 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | Yes (1) | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | Yes (1) | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (2 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| ASSOCIATION OF NATIONAL ADVERTISERS INC | ||
| 1b(4) | $1,102,159 | 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 $1,102,159. |
| ASSOCIATION OF NATIONAL ADVERTISERS INC | ||
| 1c | $374,709 | 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 $374,709. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION OF NATIONAL ADVERTISERS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(6) | OrganizationTypeDesc |
| Relationship Description | THE ASSOCIATION OF NATIONAL ADVERTISERS, INC. (ANA) IS THE SOLE MEMBER OF THE AEF. | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (51 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BLACKROCK | ||||||
| 1 | 55 EAST 52ND STREET | NEW YORK | NY | 10055 | $61,600 | Yes (X) |
| BANK OF AMERICA | ||||||
| 2 | 100 FEDERAL STREET | BOSTON | MA | 02110 | $50,000 | Yes (X) |
| MCCANN NEW YORK | ||||||
| 3 | 622 3RD AVE | NEW YORK | NY | 10017 | $48,150 | Yes (X) |
| ABBOTT LABS | ||||||
| 4 | 100 ABBOTT PARK ROAD | ABBOTT PARK | IL | 60064 | $46,000 | Yes (X) |
| IPG | ||||||
| 5 | 909 3RD STREET | NEW YORK | NY | 10022 | $43,800 | Yes (X) |
| IBM | ||||||
| 6 | 1 NEW ORCHARD ROAD | ARMONK | NY | 10504 | $43,400 | Yes (X) |
| AMERICAN EXPRESS | ||||||
| 7 | 200 VESEY STREET | NEW YORK | NY | 10285 | $34,200 | Yes (X) |
| FCB | ||||||
| 8 | 100 WEST 33RD STREET 5TH FLOOR | NEW YORK | NY | 10001 | $28,400 | Yes (X) |
| DISNEY | ||||||
| 9 | 77 WEST 66TH STREET | NEW YORK | NY | 10023 | $25,000 | Yes (X) |
| UM | ||||||
| 10 | 100 WEST 33RD STREET | NEW YORK | NY | 10001 | $22,500 | Yes (X) |
| VMLY&R | ||||||
| 11 | 3 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | $21,150 | Yes (X) |
| DEUTSCH | ||||||
| 12 | 330 W 34TH STREET | NEW YORK | NY | 10017 | $19,200 | Yes (X) |
| CLOROX | ||||||
| 13 | 1221 BROADWAY | OAKLAND | CA | 94612 | $18,800 | Yes (X) |
| KOHL'S | ||||||
| 14 | N95 W18000 APPLETON AVE | MENOMONEE | WI | 53051 | $18,800 | Yes (X) |
| STJUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 15 | 501 ST JUDE PLACE | MEMPHIS | TN | 38015 | $18,800 | Yes (X) |
| GROUP CONNECT | ||||||
| 16 | 35 WACKER DRIVE | CHICAGO | IL | 60601 | $18,750 | Yes (X) |
| IHEART | ||||||
| 17 | 125 WEST 55TH STREET | NEW YORK | NY | 10017 | $18,400 | Yes (X) |
| SEPHORA | ||||||
| 18 | 1535 BROADWAY | NEW YORK | NY | 10036 | $18,400 | Yes (X) |
| DELOITTE DIGITAL | ||||||
| 19 | 330 HUDSON STREET | NEW YORK | NY | 10010 | $15,000 | Yes (X) |
| HEARST | ||||||
| 20 | 300 WEST 57TH STREET 12TH FLOOR | NEW YORK | NY | 10019 | $15,000 | Yes (X) |
| MEDIALINK | ||||||
| 21 | 1901 AVE OF THE STARS | LOS ANGELES | CA | 90067 | $15,000 | Yes (X) |
| IW GROUP | ||||||
| 22 | 215 PARK AVE SOUTH | NEW YORK | NY | 10003 | $13,650 | Yes (X) |
| VSA PARTNERS | ||||||
| 23 | 95 MORTON STREET | NEW YORK | NY | 10014 | $13,650 | Yes (X) |
| CHOBANI | ||||||
| 24 | 200 LAFAYETTE STREET | NEW YORK | NY | 10012 | $13,050 | Yes (X) |
| LOREAL | ||||||
| 25 | 10 HUDSON YARDS | NEW YORK | NY | 10017 | $13,050 | Yes (X) |
| BRITEPOOL | ||||||
| 26 | 31 PENN PLAZA 132 WEST 31ST STREET | NEW YORK | NY | 10001 | $10,000 | Yes (X) |
| J WALTER THOMPSON | ||||||
| 27 | 466 LEXINGTON AVE | NEW YORK | NY | 10017 | $10,000 | Yes (X) |
| MASTERCARD | ||||||
| 28 | 2000 PURCHASE STREET | PURCHASE | NY | 10577 | $10,000 | Yes (X) |
| VERIZON | ||||||
| 29 | ONE VERIZON WAY | BASKING RIDGE | NJ | 07920 | $10,000 | Yes (X) |
| DENTSU | ||||||
| 30 | 601 WEST 26TH STREET | NEW YORK | NY | 10014 | $9,400 | Yes (X) |
| EOS | ||||||
| 31 | 19 W44TH ST | NEW YORK | NY | 10036 | $9,400 | Yes (X) |
| 32 | 225 PARK AVE SOUTH | NEW YORK | NY | 10003 | $9,400 | Yes (X) |
| FORBES | ||||||
| 33 | 499 WASHINGTON BLVD | JERSEY CITY | NJ | 07310 | $9,400 | Yes (X) |
| MCCORMICK | ||||||
| 34 | 330 WEST 34TH STREET | HUNT VALLEY | MD | 21031 | $9,400 | Yes (X) |
| NIELSEN | ||||||
| 35 | 675 AVENUE OF THE AMERICAS | NEW YORK | NY | 10010 | $9,400 | Yes (X) |
| REAL CHEMISTRY | ||||||
| 36 | 50 FRANCISCO STREET | SAN FRANCISCO | CA | 94133 | $9,400 | Yes (X) |
| UNILEVER | ||||||
| 37 | 800 SYLVAN AVENUE | ENGLEWOOD CLIFF | NJ | 07632 | $9,400 | Yes (X) |
| US BANCORP | ||||||
| 38 | 200 SOUTH 6TH STREET | MINNEAPOLIS | MN | 55402 | $9,400 | Yes (X) |
| VIACOMCBS | ||||||
| 39 | 1515 BROADWAY | NEW YORK | NY | 10036 | $9,400 | Yes (X) |
| WWE | ||||||
| 40 | 1266 EAST MAIN ST | STAMFORD | CT | 06902 | $9,400 | Yes (X) |
| AARP | ||||||
| 41 | 602 E ST NW | WASHINGTON | DC | 20049 | $9,200 | Yes (X) |
| ANHEUSER | ||||||
| 42 | 125 WEST 24TH STREET | NEW YORK | NY | 10011 | $9,200 | Yes (X) |
| GM | ||||||
| 43 | 300 RENAISSANCE CENTER | DETROIT | MI | 48265 | $9,200 | Yes (X) |
| HEWLETT PACKARD | ||||||
| 44 | 1501 PAGE MILL ROAD | PAL ALTO | CA | 94304 | $9,200 | Yes (X) |
| INVESCO GROUP SERVICES | ||||||
| 45 | PO BOX 78367 | ATLANTA | GA | 30357 | $9,200 | Yes (X) |
| SANOFI | ||||||
| 46 | 1715 W 38TH STREET | CHATTANOOGA | TN | 37409 | $9,200 | Yes (X) |
| MOET HENNESSY | ||||||
| 47 | 85 10TH AVENUE | NEW YORK | NY | 10011 | $7,400 | Yes (X) |
| EPSILON | ||||||
| 48 | 6021 CONNECTION DRIVE | TEXAS | TX | 75039 | $6,250 | Yes (X) |
| D'EXPOSITO & PARTNERS LLC | ||||||
| 49 | 875 6TH AVENUE | NEW YORK | NY | 10001 | $5,650 | Yes (X) |
| DIGITAL ADVERTISING ALLIANCE | ||||||
| 50 | 315 W 36TH STREET | NEW YORK | NY | 10018 | $5,000 | Yes (X) |
| PROTO INNOVATION | ||||||
| 51 | 3 WORLD TRADE CENTER - 34TH FL | NEW YORK | NY | 10007 | $5,000 | Yes (X) |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INFORMATION ABOUT OFFICERS AND DIRECTORS | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VIII, LINE 2: | FormAndLineReferenceDesc |
| Medium Explanation | THE COMPENSATION INCURRED FOR WILLIAM O'BARR AS THE DIRECTOR FOR EDITORIAL SERVICES WAS $80,004 DURING 2021. 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 (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ETF ISHARES IBOXX $ INVEST | $892,257 | $892,257 |
| ISHARES 20+ YEAR TREASURY BOND | $875,062 | $875,062 |
| ISHARES JPM USD EMERGING MARKETS BOND | $225,645 | $225,645 |
| PIMCO ENHANCED SHORT MATURITY ACTIVE ETF | $2,209,342 | $2,209,342 |
| SPDR BC HIGH YIELD BOND ETF | $113,347 | $113,347 |
| VANGUARD TOTAL INTL BD IDX ETF | $108,114 | $108,114 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESCO QQQ TRUST SERIES 1 | $1,119,948 | $1,119,948 |
| ISHARES TR CORE S&P | $550,908 | $550,908 |
| SPDR S&P 500 ETF | $846,912 | $846,912 |
| VANGUARD DIVIDEND APPRECIATION ETF | $1,125,649 | $1,125,649 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $870,923 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ANNUAL GALA EXPENSES | $143,662 | $0 | $143,662 | $0 |
| WEBSITE | $2,707 | $0 | $0 | $2,707 |
| HOSTING/PROGRAMS | $18,091 | $0 | $0 | $18,091 |
| TALENT PROJECT | $87 | $0 | $0 | $87 |
| OFFICE EXPENSES | $4,347 | $0 | $0 | $4,347 |
| DUES AND SUBSCRIPTIONS | $9,424 | $0 | $0 | $9,424 |
| INSURANCE | $1,748 | $0 | $0 | $1,748 |
| OTHER OPERATING EXPENSES | $6,244 | $0 | $0 | $6,244 |
| BAD DEBT EXPENSES | $10,100 | $0 | $0 | $10,100 |
| ADVERTISING | $8,488 | $0 | $0 | $8,488 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES | $60,000 | $60,000 | $60,000 |
| GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | $58,500 | $58,500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $39,996 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATE | Desc |
| BOY Book Value | $57,982 | BOYBookValueAmt |
| EOY Book Value | $76,482 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CITIBANK | $7,980 | $7,980 | $7,980 | $0 |
| FAIRPOINTE CAPITAL INVESTMENT | $59,708 | $59,708 | $59,708 | $0 |
| DUKE UNIVERSITY | $64,996 | $0 | $0 | $32,565 |
| EDWARD TIMKE | $75,000 | $0 | $0 | $75,000 |
| KRISTINA DESROSIERS | $12,000 | $0 | $0 | $12,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $22,433 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $22,433 | DisbursementsCharitablePrpsAmt |
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