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SEE STATEMENT 16 1.00 74001 0 0 MS SUSAN POPPER 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 DIRECTOR THRU 6/22/2020 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 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 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 ELLIOT LUM 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 SVP, TALENT STRATEGY 35.00 162913 13112 0 MS MARNI GORDON 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 SVP, PARTNERSHIPS 35.00 151223 17838 0 MS SHARON HUDSON 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 VP, PROGRAM MANAGER 35.00 90493 19998 0 MS MARCIA SOLING 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 VP, CONTENT MANAGER 35.00 87268 10492 0 MS SARAH PARRISH 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 VP, PROGRAM MANAGER 35.00 77659 11309 0 0 DUKE UNIVERSITY BOX 90091 DUKE UNIVERSITY DURHAM NC 27708 EDITORIAL SERVICES 161202 0 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. 223286 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. 18206 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. 13250 RESEARCH - AEF COMMISSIONS ORIGINAL RESEARCH STUDIES THAT EXPLORES THE CHALLENGES OF ATTRACTING AND RETAINING TALENT, HOW ACADEMIC INSTITUTIONS CAN BETTER ADAPT AND PREPARE STUDENTS FOR MARKETING AND ADVERTISING CAREERS, AND HOW STUDENTS CAN FIND MORE CHOICE AND MEANINGFUL WORK WHEN THEY GRADUATE. THIS RESEARCH IS CONDUCTED THROUGH BRINGING INDUSTRY AND ACADEMIA TOGETHER. 7922 0 6682661 426653 148851 7258165 0 0 7258165 108872 7149293 357465 X 1460889 0 1460889 0 1460889 X 146673 112584 73443 42646 375346 124672 95696 62427 36249 319044 1460889 1580498 1677131 1581582 6300100 0 0 0 0 0 1460889 1580498 1677131 1581582 6300100 0 0 238310 283913 341676 374857 1238756 0 0 0 0 X 0 0 14 2046 14 150210 18 -298648 01 ROYALTIES 15 60480 0 -85912 0 -85912 0 0 0 0 0 1 0 0 1 1b(4) 1002547 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 $1,002,547. 1c 316903 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 $316,903. 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 IPG 909 3RD STREET NEW YORK NY 10022 25000 X 2 MCCANN NEW YORK 622 3RD AVE NEW YORK NY 10017 22150 X 3 HEARST 300 WEST 57TH STREET 12TH FLOOR NEW YORK NY 10019 15000 X 4 GOOGLE 111 EIGHTH AVENUE NEW YORK NY 10011 10000 X 5 BRITEPOOL 31 PENN PLAZA 132 WEST 31ST STREET NEW YORK NY 10001 10000 X 6 IW GROUP 215 PARK AVE SOUTH NEW YORK NY 10003 10000 X 7 J WALTER THOMPSON 466 LEXINGTON AVE NEW YORK NY 10017 10000 X 8 NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE RD SUITE 1200 JENKINTOWN PA 19046 10000 X 9 PROTO INNOVATION 3 WORLD TRADE CENTER 34TH FL NEW YORK NY 10007 10000 X 10 VERIZON 140 WEST STREET NEW YORK NY 10013 10000 X 11 CLARENCE LEE 401B SAGE HALL ITHACA NY 14853 9200 X 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 $74,001 DURING 2020. THESE SERVICES WERE REASONABLE AND NECESSARY IN CARRYING OUT THE EXEMPT PURPOSES OF THE PRIVATE FOUNDATION. JPMORGAN CHASE & CO 6.10% 256950 256950 AGILENT TECHNOLOGIES INC 35547 35547 AKAMAI TECHNOLOGIES INC 188982 188982 BASF SE COMMON STOCK 153428 153428 BIOGEN INC 73458 73458 BRISTOL MYERS SQUIBB CO 142669 142669 BUNGE LIMITED 157392 157392 CARS.COM INC 158200 158200 CHECK POINT SOFTWARE TECH 212656 212656 CINCINNATI FINANCIAL CORP 174740 174740 CISCO SYS INC 172287 172287 COPA HOLDINGS SA CL A 46338 46338 COOPER TIRE & RUBR CO 101250 101250 CORNING INC 147600 147600 CREE INC 52950 52950 GILEAD SCIENCES INC 178858 178858 HEXCEL CORP NEW 67886 67886 HORMEL FOODS CORP 144491 144491 JUNIPER NETWORKS INC 217222 217222 LIONS GATE ENTERTAINMENT 77316 77316 LKQ CORP 81052 81052 MAGNA INTERNATIONAL INC 148680 148680 MATTEL INC DE 165775 165775 MEREDITH CORP 61440 61440 MICROSOFT CORP 189057 189057 MOLSON COORS BREWING CO CL B 187539 187539 NATIONAL INSTRUMENTS CORP 81289 81289 NEW YORK TIMES CO CL A 134602 134602 NOKIA OYJ 198237 198237 NORTHERN TRUST CORP 169515 169515 NOVARTIS AG ADR 184138 184138 PENTAIR PLC 79635 79635 QUALCOMM INC 106638 106638 QUEST DIAGNOSTICS INC. 47668 47668 RAYMOND JAMES FINL INC 86103 86103 RESMED INC 148792 148792 SCHOLASTIC CORP 15000 15000 SCHWAB CHARLES CORP 283764 283764 SMITH & NEPHEW PLC SP ADR 50604 50604 TEGNA INC 273350 273350 TELUS CORP - NON VTG SHS 162360 162360 UNILEVER NV NY SHS-NEW 129774 129774 VARIAN MEDICAL SYSTEMS INC 52503 52503 WABTEC 58560 58560 WALT DISNEY CO 208357 208357 WERNER ENTERPRISES INC 54908 54908 WESTERN DIGITAL CORP 55390 55390 ISHARES 1-3 YEAR CREDIT BOND ETF FMV 595836 595836 VANGUARD BD IDX FD INC INTER TERM BD FMV 306405 306405 RE-CLASS OF EXCISE TAX 39996 ANNUAL GALA EXPENSES 15488 0 15488 0 WEBSITE 2493 0 0 2381 HOSTING/PROGRAMS 18206 0 0 13206 TALENT PROJECT 5839 0 0 4839 OFFICE EXPENSES 5518 0 0 5518 DUES AND SUBSCRIPTIONS 4327 0 0 4094 INSURANCE 1731 0 0 1731 OTHER OPERATING EXPENSES 26607 0 0 25556 ONLINE TRAINING PROGRAM 8827 0 0 7827 BAD DEBT EXPENSES 9216 0 0 9216 ADVERTISING 144 0 0 144 ROYALTIES 60480 60480 60480 NET UNREALIZED GAIN/LOSS ON INVESTMENTS 615658 DUE TO AFFILIATE 91460 57982 CITIBANK 19100 19100 19100 0 FAIRPOINTE CAPITAL INVESTMENT 31475 31475 31475 0 DUKE UNIVERSITY 132400 0 0 100549 EDWARD TIMKE 8710 0 0 8710 RETURN FILING EXTENDED TO JANUARY 3, 2022THE ADVERTISING EDUCATIONAL FOUNDATION, INC. HAS MADE A DECLARATION WITH THE IRS TO POSTPONE THE FILING OF ITS TAX RETURN TO ON OR BEFORE JANUARY 3, 2022 DUE TO THE EFFECTS OF HURRICANE IDA. THE IRS'S HURRICANE IDA TAX RELIEF POSTPONES VARIOUS TAX FILINGS AND PAYMENTS NORMALLY DUE AFTER SEPTEMBER 1, 2021 THROUGH FEBRUARY 15, 2022. AS SUCH, PLEASE ACCEPT OUR TAX RETURN AS BEING TIMELY FILED.