ADVERTISING EDUCATIONAL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ADVERTISING EDUCATIONAL FOUNDATION (EIN 13-3228986)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349107579
- Schema version
- 2019v5.1
- 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
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T20:19:34-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 665 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | ROBERT D LIODICE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2129868060 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.35.147.74 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 15:57:21 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C5C0E2060BEB3F24671B5CC0358F632D6B4109AD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,465,921 | 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 | $612,713 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,239 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,239 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $8,239 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $194,795 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $194,795 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $194,795 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$256,779 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,748,696 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $125,929 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $60,759 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $125,929 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $684,897 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $263,793 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $328,963 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $420,466 | 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 | $413,799 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $735,623 | 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 | $641,623 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $193,314 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $193,314 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $230,290 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,190 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $57,190 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $104,352 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,502 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $101,999 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $101,987 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $277,678 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $159,189 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $124,423 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,964,872 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,190 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $216,379 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,579,498 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,965,872 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,190 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $216,379 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,580,498 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,280,975 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $206,603 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $112,584 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,355 | CashBOYAmt |
| Cash EOY | $67,479 | CashEOYAmt |
| Cash EOYFMV | $67,479 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $611,572 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $633,865 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $633,865 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $88,499 | AcctRcvblAmt |
| Acct Rcvbl BOY | $103,206 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $88,499 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $88,499 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $27,363 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $32,548 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $32,548 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $5,762,915 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,753,943 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,753,943 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $255,400 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $257,985 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $257,985 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,580,227 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,631,602 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,631,602 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $132,662 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $132,662 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,502 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Total Assets BOY | $8,396,540 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,465,921 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,465,921 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $231,439 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $212,846 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $103,748 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $91,460 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $335,187 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $304,306 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $8,061,353 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $8,161,615 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,061,353 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,161,615 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,396,540 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,465,921 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,061,353 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,280,975 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,381,237 | OtherIncreasesAmt |
| Subtotal | $8,161,615 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,161,615 | 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 | $2,729,466 | $2,952,009 | -$222,543 | -$222,543 |
| PUBLICLY TRADED SECURITIES | $1,019,230 | $1,053,466 | -$34,236 | -$34,236 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$256,779 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$34,236 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,667,289 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,250,282 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.162658 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,575,927 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,245,725 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.140136 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,913,665 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,885,821 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.175794 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,737,203 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,061,645 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.144027 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,520,390 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,191,568 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.115255 | DistributionYr5Rt |
| Total Distribution | 0.737870 | TotalDistributionRt |
| Average Distribution | 0.147574 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,517,380 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,256,944 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,066 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,259,010 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,580,498 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,066 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,066 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,066 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,670 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,670 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,604 | OverpaymentAmt |
| Applied To ES Tax | $10,604 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (53 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 | CEO AEF | 35.00 | $340,462 | $39,603 | $0 |
| MR PAT LAFFERTY | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | CHAIRMAN | 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 CHRIS MACDONALD | ||||||||
| 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 DAVID J MOORE | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | DIRECTOR / TREASURER | 1.00 | $0 | $0 | $0 |
| MR LOU AVERSANO | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MR DAVID BELL | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | DIRECTOR THRU MARCH 2019 | 1.00 | $0 | $0 | $0 |
| MR SIMON BOLTON | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | DIRECTOR THRU MARCH 2019 | 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 | 1.00 | $0 | $0 | $0 |
| MR CHRIS BROWN | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | DIRECTOR THRU APRIL 2019 | 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 TONY CARDINALE | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | DIRECTOR THRU MARCH 2019 | 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 JAMES EDMUND DATRI | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | DIRECTOR THRU MARCH 2019 | 1.00 | $0 | $0 | $0 |
| MR PETER DENUNZIO | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MS TARA DEVEAUX | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | DIRECTOR THRU MARCH 2019 | 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 | 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 ANDREW GOLDBERG | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | DIRECTOR THRU FEB. 2019 | 1.00 | $0 | $0 | $0 |
| MS VITA HARRIS | ||||||||
| 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 |
| MR BRADLEY KAY | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | DIRECTOR THRU MARCH 2019 | 1.00 | $0 | $0 | $0 |
| MS MARLA KAPLOWITZ | ||||||||
| 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 |
| MS SHELLY LAZARUS | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | DIRECTOR THRU JAN. 2019 | 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 DAVID LUNA | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | DIRECTOR THRU MARCH 2019 | 1.00 | $0 | $0 | $0 |
| MR PETER J MCGUINESS | ||||||||
| 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 COLIN MITCHELL | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | DIRECTOR THRU MARCH 2019 | 1.00 | $0 | $0 | $0 |
| MR WILLIAM M O'BARR PHD | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | DIRECTOR - SEE STATEMENT 17 | 1.00 | $80,004 | $0 | $0 |
| MS SUSAN POPPER | ||||||||
| 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 JOSEPH A RIPP | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | DIRECTOR THRU MARCH 2019 | 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 |
| 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 |
| MS SUSAN SMULYAN PDD | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | DIRECTOR THRU MARCH 2019 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| MR ELLIOT LUM | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | SVP, TALENT STRATEGY | 35.00 | $213,381 | $16,184 | $0 |
| MS SHARON HUDSON | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | VP, PROGRAM MANAGER | 35.00 | $114,420 | $22,230 | $0 |
| MS MARCIA SOLING | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | VP, CONTENT MANAGER | 35.00 | $111,272 | $9,954 | $0 |
| MS SARAH PARRISH | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | VP, PROGRAM MANAGER | 35.00 | $98,343 | $12,541 | $0 |
| MS LORY GEORGE | ||||||||
| 155 EAST 44TH ST 3RD FL | NEW YORK | NY | 10017 | VP, PARTNERSHIP DEV. | 35.00 | $88,083 | $4,878 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUKE UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 90091 DUKE UNIVERSITY | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27708 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | EDITORIAL SERVICES | ServiceTypeTxt |
| Compensation | $139,433 | CompensationAmt |
| 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 | $235,641 | Expenses1Amt |
| Description2 | 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. | Description2Txt |
| Expenses2 | $94,846 | Expenses2Amt |
| Description3 | 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. | Description3Txt |
| Expenses3 | $64,845 | Expenses3Amt |
| Description4 | 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. | Description4Txt |
| Expenses4 | $21,487 | Expenses4Amt |
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 | $7,878,556 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $647,483 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $121,047 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,647,086 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,647,086 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $129,706 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,517,380 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $425,869 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,580,498 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,580,498 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,066 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,578,432 | AdjustedQualifyingDistriAmt |
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 | $112,584 | CurrentYearAmt |
| Year1 | $73,443 | Year1Amt |
| Year2 | $42,646 | Year2Amt |
| Year3 | $32,040 | Year3Amt |
| Total | $260,713 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $95,696 | CurrentYearAmt |
| Year1 | $62,427 | Year1Amt |
| Year2 | $36,249 | Year2Amt |
| Year3 | $27,234 | Year3Amt |
| Total | $221,606 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,580,498 | CurrentYearAmt |
| Year1 | $1,677,131 | Year1Amt |
| Year2 | $1,581,582 | Year2Amt |
| Year3 | $1,920,069 | Year3Amt |
| Total | $6,759,280 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,580,498 | CurrentYearAmt |
| Year1 | $1,677,131 | Year1Amt |
| Year2 | $1,581,582 | Year2Amt |
| Year3 | $1,920,069 | Year3Amt |
| Total | $6,759,280 | 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 | $283,913 | CurrentYearAmt |
| Year1 | $341,676 | Year1Amt |
| Year2 | $374,857 | Year2Amt |
| Year3 | $362,861 | Year3Amt |
| Total | $1,363,307 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORDHAM UNIVERSITY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAWN LERMAN 140 W62ND ST 4FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | VISITING PROFESSOR PROGRAM | GrantOrContributionPurposeTxt |
| Amt | $1,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,000 | 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 | $8,239 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $194,795 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$256,779 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$94,019 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $60,759 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$87,005 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$87,005 | 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) | $1,158,126 | 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 $1,158,126. |
| ASSOCIATION OF NATIONAL ADVERTISERS INC | ||
| 1c | $335,942 | 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 $335,942. |
| 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 (32 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| IPG | ||||||
| 1 | 909 3RD STREET | NEW YORK | NY | 10022 | $50,000 | Yes (X) |
| MCCANN NEW YORK | ||||||
| 2 | 622 3RD AVE | NEW YORK | NY | 10017 | $25,000 | Yes (X) |
| IBM | ||||||
| 3 | 1 NEW ORCHARD RD MAIL DROP 333 | ARMONK | NY | 10504 | $25,000 | Yes (X) |
| 4 | 111 EIGHTH AVENUE | NEW YORK | NY | 10011 | $25,000 | Yes (X) |
| MASTERCARD | ||||||
| 5 | 2000 PURCHASE STREET | PURCHASE | NY | 10577 | $25,000 | Yes (X) |
| 6 | 225 PARK AVE SOUTH | NEW YORK | NY | 10003 | $25,000 | Yes (X) |
| BRITEPOOL | ||||||
| 7 | 331 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | $15,000 | Yes (X) |
| HEARST | ||||||
| 8 | 300 WEST 57TH STREET 12TH FLOOR | NEW YORK | NY | 10019 | $15,000 | Yes (X) |
| FCB | ||||||
| 9 | 100 W 33RD | NEW YORK | NY | 10001 | $15,000 | Yes (X) |
| AMERICAN EXPRESS | ||||||
| 10 | 200 VESEY STREET | NEW YORK | NY | 10285 | $15,000 | Yes (X) |
| MULLENLOWE | ||||||
| 11 | 40 BROAD STREET | BOSTON | MA | 02109 | $15,000 | Yes (X) |
| VERIZON | ||||||
| 12 | 140 WEST STREET | NEW YORK | NY | 10013 | $15,000 | Yes (X) |
| MCGARRY BOWEN | ||||||
| 13 | 601 W 26TH STREET | NEW YORK | NY | 10001 | $13,000 | Yes (X) |
| DEUTSCH | ||||||
| 14 | 330 WEST 34TH ST | NEW YORK | NY | 10001 | $10,000 | Yes (X) |
| IW GROUP | ||||||
| 15 | 215 PARK AVE 6TH FLOOR | NEW YORK | NY | 10003 | $10,000 | Yes (X) |
| VSA PARTNERS | ||||||
| 16 | 95 MORTON ST 7TH FL | NEW YORK | NY | 10014 | $10,000 | Yes (X) |
| IHEARTMEDIA | ||||||
| 17 | 125 W 55TH ST | NEW YORK | NY | 10019 | $10,000 | Yes (X) |
| WUNDERMAN THOMPSON | ||||||
| 18 | 466 LEXINGTON AVENUE | NEW YORK | NY | 10017 | $10,000 | Yes (X) |
| RGA | ||||||
| 19 | 450 W 33RD STREET 12TH FL | NEW YORK | NY | 10001 | $10,000 | Yes (X) |
| JOHNSON & JOHNSON | ||||||
| 20 | 1 JOHNSON JOHNSON PLAZA WH7216 | NEWS BRUNSWICK | NJ | 08901 | $10,000 | Yes (X) |
| PUBLICIS MEDIA | ||||||
| 21 | 299 WEST HOUSTON ST | NEW YORK | NY | 10014 | $10,000 | Yes (X) |
| OGILVY USA | ||||||
| 22 | 636 11TH AVE | NEW YORK | NY | 10036 | $10,000 | Yes (X) |
| LEO BURNETT | ||||||
| 23 | 35 W WACKER DRIVE | CHICAGO | IL | 60601 | $10,000 | Yes (X) |
| WIEDEN KENNEDY | ||||||
| 24 | 150 VARICK STREET | NEW YORK | NY | 10013 | $10,000 | Yes (X) |
| ANHEUSER-BUSCH | ||||||
| 25 | 125 W 24TH STREET | NEW YORK | NY | 10011 | $10,000 | Yes (X) |
| PITNEY BOWES | ||||||
| 26 | 3001 SUMMER STREET | STAMFORD | CT | 06926 | $10,000 | Yes (X) |
| MEDIALINK | ||||||
| 27 | 1901 AVE OF THE STARS SUITE 1775 | LOS ANGELES | CA | 90067 | $10,000 | Yes (X) |
| MEDIABRANDS | ||||||
| 28 | 100 WEST 33RD STREET | NEW YORK | NY | 10001 | $10,000 | Yes (X) |
| PWC | ||||||
| 29 | 300 MADISON AVE | NEW YORK | NY | 10017 | $10,000 | Yes (X) |
| DENSTU AMERICAS | ||||||
| 30 | 32 AVE OF AMERICAS | NEW YORK | NY | 10013 | $10,000 | Yes (X) |
| NEUSTAR INC | ||||||
| 31 | 100 PARK AVE 6TH FLOOR | NEW YORK | NY | 10017 | $10,000 | Yes (X) |
| VMLY&R | ||||||
| 32 | 250 RICHARDS ROAD | KANSAS CITY | MO | 64116 | $7,500 | 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 | WILLIAM O'BARR, DIRECTOR, WAS COMPENSATED $80,004 FOR EDITORIAL SERVICES DURING 2019. 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JPMORGAN CHASE & CO 6.10% | BondNm |
| EOY Book Value | $257,985 | EOYBookValueAmt |
| EOYFMV | $257,985 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADTALEM GLOBAL EDUCATION INC | $129,389 | $129,389 |
| AGILENT TECHNOLOGIES INC | $162,089 | $162,089 |
| AKAMAI TECHNOLOGIES INC | $60,466 | $60,466 |
| BASF SE COMMON STOCK | $85,050 | $85,050 |
| BRISTOL MYERS SQUIBB CO | $128,380 | $128,380 |
| BUNGE LIMITED | $181,283 | $181,283 |
| CARS.COM INC | $164,970 | $164,970 |
| CISCO SYS INC | $129,492 | $129,492 |
| COPA HOLDINGS SA CL A | $97,272 | $97,272 |
| COOPER TIRE & RUBR CO | $126,500 | $126,500 |
| CORNING INC | $116,440 | $116,440 |
| CREE INC | $83,070 | $83,070 |
| DOMTAR CORPORATION | $164,432 | $164,432 |
| DONALDSON CO INC. | $121,002 | $121,002 |
| GENERAL ELECTRIC CO | $89,280 | $89,280 |
| HORMEL FOODS CORP | $148,863 | $148,863 |
| JABIL CIRCUIT INC | $86,793 | $86,793 |
| JUNIPER NETWORKS INC | $216,744 | $216,744 |
| LIONS GATE ENTERTAINMENT | $175,431 | $175,431 |
| LKQ CORP | $110,670 | $110,670 |
| MAGNA INTERNATIONAL INC | $148,068 | $148,068 |
| MANPOWERGROUP INC` | $106,810 | $106,810 |
| MATTEL INC DE | $197,830 | $197,830 |
| MEREDITH CORP | $191,573 | $191,573 |
| MOLSON COORS BREWING CO CL B | $274,890 | $274,890 |
| NATIONAL INSTRUMENTS CORP | $118,552 | $118,552 |
| NEW YORK TIMES CO CL A | $90,076 | $90,076 |
| NORTHERN TRUST CORP | $201,856 | $201,856 |
| OWENS CORNING INC | $104,192 | $104,192 |
| PATTERSON COMPANIES INC | $147,456 | $147,456 |
| PENTAIR PLC | $77,979 | $77,979 |
| QIAGEN NV | $57,460 | $57,460 |
| QUALCOMM INC | $79,407 | $79,407 |
| QUEST DIAGNOSTICS INC. | $160,185 | $160,185 |
| RAYMOND JAMES FINL INC | $138,663 | $138,663 |
| SCHOLASTIC CORP | $84,590 | $84,590 |
| SMITH & NEPHEW PLC SP ADR | $38,456 | $38,456 |
| TEGNA INC | $203,618 | $203,618 |
| TELUS CORP - NON VTG SHS | $185,904 | $185,904 |
| TERADATA CORP | $125,819 | $125,819 |
| UNILEVER NV NY SHS-NEW | $63,206 | $63,206 |
| VARIAN MEDICAL SYSTEMS INC | $99,407 | $99,407 |
| WABTEC | $171,160 | $171,160 |
| WERNER ENTERPRISES INC | $109,170 | $109,170 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES 1-3 YEAR CREDIT BOND ETF | FMV | $976,066 | $976,066 |
| ISHARES BARCLAYS 1-3 YR TREAS BD FD | FMV | $524,706 | $524,706 |
| VANGUARD BD IDX FD INC INTER TERM BD | FMV | $130,830 | $130,830 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MACHINERY AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $132,662 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $132,662 | AccumulatedDepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ANNUAL GALA EXPENSES | $159,189 | $0 | $159,189 | $0 |
| WEBSITE | $5,973 | $0 | $0 | $5,775 |
| HOSTING/PROGRAMS | $21,487 | $0 | $0 | $20,656 |
| TALENT PROJECT | $54,944 | $0 | $0 | $52,783 |
| OFFICE EXPENSES | $4,037 | $0 | $0 | $3,801 |
| DUES AND SUBSCRIPTIONS | $4,114 | $0 | $0 | $3,938 |
| INSURANCE | $1,577 | $0 | $0 | $977 |
| OTHER OPERATING EXPENSES | $6,037 | $0 | $0 | $16,173 |
| ONLINE TRAINING PROGRAM | $20,320 | $0 | $0 | $20,320 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES | $60,759 | $60,759 | $60,759 |
| GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | $65,170 | $65,170 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $1,381,237 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATE | Desc |
| BOY Book Value | $103,748 | BOYBookValueAmt |
| EOY Book Value | $91,460 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CITIBANK | $12,608 | $12,608 | $12,608 | $0 |
| FAIRPOINTE CAPITAL INVESTMENT | $44,582 | $44,582 | $44,582 | $0 |
| JEFFREY RICHARDS | $5,000 | $0 | $0 | $5,000 |
| MARITA STURKEN | $5,000 | $0 | $0 | $5,000 |
| DUKE UNIVERSITY | $135,600 | $0 | $0 | $66,852 |
| SHALINI SHANKAR | $5,000 | $0 | $0 | $5,000 |
| SONIA KATYAL | $2,500 | $0 | $0 | $2,500 |
| MORNING CONSULT | $20,000 | $0 | $0 | $20,000 |
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