2020-11-16T20:19:34-06:00 2019-12-31 271728945 PKF O'CONNOR DAVIES LLP 665 FIFTH AVENUE NEW YORK NY 10022 990PF 2019-01-01 133228986 THE ADVERTISING EDUCATIONAL FOUNDATION INC ADVE 2129868060 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 ROBERT D LIODICE DIRECTOR 2129868060 2020-11-16 1 GARRETT M HIGGINS P00543209 2122862600 2020-11-16 108.35.147.74 2020-11-16 15:57:21 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C5C0E2060BEB3F24671B5CC0358F632D6B4109AD 2019 2021-04-22 16:20:28Z X 8465921 X 612713 8239 8239 8239 194795 194795 194795 -256779 3748696 0 0 125929 60759 125929 684897 263793 328963 420466 0 0 413799 735623 0 0 641623 193314 0 0 193314 230290 57190 57190 104352 5502 0 0 101999 0 0 101987 277678 0 159189 124423 1964872 57190 216379 1579498 1000 1000 1965872 57190 216379 1580498 -1280975 206603 112584 50355 67479 67479 611572 633865 633865 88499 103206 88499 88499 27363 32548 32548 5762915 5753943 5753943 255400 257985 257985 1580227 1631602 1631602 132662 132662 5502 0 0 8396540 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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 80004 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 MR ELLIOT LUM 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 SVP, TALENT STRATEGY 35.00 213381 16184 0 MS SHARON HUDSON 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 VP, PROGRAM MANAGER 35.00 114420 22230 0 MS MARCIA SOLING 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 VP, CONTENT MANAGER 35.00 111272 9954 0 MS SARAH PARRISH 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 VP, PROGRAM MANAGER 35.00 98343 12541 0 MS LORY GEORGE 155 EAST 44TH ST 3RD FL NEW YORK NY 10017 VP, PARTNERSHIP DEV. 35.00 88083 4878 0 1 DUKE UNIVERSITY BOX 90091 DUKE UNIVERSITY DURHAM NC 27708 EDITORIAL SERVICES 139433 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. 235641 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. 94846 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. 64845 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. 21487 0 7878556 647483 121047 8647086 0 0 8647086 129706 8517380 425869 X 1580498 0 1580498 2066 1578432 X 112584 73443 42646 32040 260713 95696 62427 36249 27234 221606 1580498 1677131 1581582 1920069 6759280 0 0 0 0 0 1580498 1677131 1581582 1920069 6759280 0 0 283913 341676 374857 362861 1363307 0 0 0 0 X FORDHAM UNIVERSITY DAWN LERMAN 140 W62ND ST 4FL NEW YORK NY 10023 N/A PC VISITING PROFESSOR PROGRAM 1000 1000 0 14 8239 14 194795 18 -256779 01 -94019 ROYALTIES 15 60759 0 -87005 0 -87005 0 0 0 0 0 1 0 0 1 1b(4) 1158126 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 $1,158,126. 1c 335942 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 $335,942. 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 50000 X 2 MCCANN NEW YORK 622 3RD AVE NEW YORK NY 10017 25000 X 3 IBM 1 NEW ORCHARD RD MAIL DROP 333 ARMONK NY 10504 25000 X 4 GOOGLE 111 EIGHTH AVENUE NEW YORK NY 10011 25000 X 5 MASTERCARD 2000 PURCHASE STREET PURCHASE NY 10577 25000 X 6 FACEBOOK 225 PARK AVE SOUTH NEW YORK NY 10003 25000 X 7 BRITEPOOL 331 PARK AVENUE SOUTH NEW YORK NY 10010 15000 X 8 HEARST 300 WEST 57TH STREET 12TH FLOOR NEW YORK NY 10019 15000 X 9 FCB 100 W 33RD NEW YORK NY 10001 15000 X 10 AMERICAN EXPRESS 200 VESEY STREET NEW YORK NY 10285 15000 X 11 MULLENLOWE 40 BROAD STREET BOSTON MA 02109 15000 X 12 VERIZON 140 WEST STREET NEW YORK NY 10013 15000 X 13 MCGARRY BOWEN 601 W 26TH STREET NEW YORK NY 10001 13000 X 14 DEUTSCH 330 WEST 34TH ST NEW YORK NY 10001 10000 X 15 IW GROUP 215 PARK AVE 6TH FLOOR NEW YORK NY 10003 10000 X 16 VSA PARTNERS 95 MORTON ST 7TH FL NEW YORK NY 10014 10000 X 17 IHEARTMEDIA 125 W 55TH ST NEW YORK NY 10019 10000 X 18 WUNDERMAN THOMPSON 466 LEXINGTON AVENUE NEW YORK NY 10017 10000 X 19 RGA 450 W 33RD STREET 12TH FL NEW YORK NY 10001 10000 X 20 JOHNSON & JOHNSON 1 JOHNSON JOHNSON PLAZA WH7216 NEWS BRUNSWICK NJ 08901 10000 X 21 PUBLICIS MEDIA 299 WEST HOUSTON ST NEW YORK NY 10014 10000 X 22 OGILVY USA 636 11TH AVE NEW YORK NY 10036 10000 X 23 LEO BURNETT 35 W WACKER DRIVE CHICAGO IL 60601 10000 X 24 WIEDEN KENNEDY 150 VARICK STREET NEW YORK NY 10013 10000 X 25 ANHEUSER-BUSCH 125 W 24TH STREET NEW YORK NY 10011 10000 X 26 PITNEY BOWES 3001 SUMMER STREET STAMFORD CT 06926 10000 X 27 MEDIALINK 1901 AVE OF THE STARS SUITE 1775 LOS ANGELES CA 90067 10000 X 28 MEDIABRANDS 100 WEST 33RD STREET NEW YORK NY 10001 10000 X 29 PWC 300 MADISON AVE NEW YORK NY 10017 10000 X 30 DENSTU AMERICAS 32 AVE OF AMERICAS NEW YORK NY 10013 10000 X 31 NEUSTAR INC 100 PARK AVE 6TH FLOOR NEW YORK NY 10017 10000 X 32 VMLY&R 250 RICHARDS ROAD KANSAS CITY MO 64116 7500 X INFORMATION ABOUT OFFICERS AND DIRECTORS FORM 990-PF, PART VIII, LINE 2 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. JPMORGAN CHASE & CO 6.10% 257985 257985 ADTALEM GLOBAL EDUCATION INC 129389 129389 AGILENT TECHNOLOGIES INC 162089 162089 AKAMAI TECHNOLOGIES INC 60466 60466 BASF SE COMMON STOCK 85050 85050 BRISTOL MYERS SQUIBB CO 128380 128380 BUNGE LIMITED 181283 181283 CARS.COM INC 164970 164970 CISCO SYS INC 129492 129492 COPA HOLDINGS SA CL A 97272 97272 COOPER TIRE & RUBR CO 126500 126500 CORNING INC 116440 116440 CREE INC 83070 83070 DOMTAR CORPORATION 164432 164432 DONALDSON CO INC. 121002 121002 GENERAL ELECTRIC CO 89280 89280 HORMEL FOODS CORP 148863 148863 JABIL CIRCUIT INC 86793 86793 JUNIPER NETWORKS INC 216744 216744 LIONS GATE ENTERTAINMENT 175431 175431 LKQ CORP 110670 110670 MAGNA INTERNATIONAL INC 148068 148068 MANPOWERGROUP INC` 106810 106810 MATTEL INC DE 197830 197830 MEREDITH CORP 191573 191573 MOLSON COORS BREWING CO CL B 274890 274890 NATIONAL INSTRUMENTS CORP 118552 118552 NEW YORK TIMES CO CL A 90076 90076 NORTHERN TRUST CORP 201856 201856 OWENS CORNING INC 104192 104192 PATTERSON COMPANIES INC 147456 147456 PENTAIR PLC 77979 77979 QIAGEN NV 57460 57460 QUALCOMM INC 79407 79407 QUEST DIAGNOSTICS INC. 160185 160185 RAYMOND JAMES FINL INC 138663 138663 SCHOLASTIC CORP 84590 84590 SMITH & NEPHEW PLC SP ADR 38456 38456 TEGNA INC 203618 203618 TELUS CORP - NON VTG SHS 185904 185904 TERADATA CORP 125819 125819 UNILEVER NV NY SHS-NEW 63206 63206 VARIAN MEDICAL SYSTEMS INC 99407 99407 WABTEC 171160 171160 WERNER ENTERPRISES INC 109170 109170 ISHARES 1-3 YEAR CREDIT BOND ETF FMV 976066 976066 ISHARES BARCLAYS 1-3 YR TREAS BD FD FMV 524706 524706 VANGUARD BD IDX FD INC INTER TERM BD FMV 130830 130830 MACHINERY AND EQUIPMENT 132662 132662 0 ANNUAL GALA EXPENSES 159189 0 159189 0 WEBSITE 5973 0 0 5775 HOSTING/PROGRAMS 21487 0 0 20656 TALENT PROJECT 54944 0 0 52783 OFFICE EXPENSES 4037 0 0 3801 DUES AND SUBSCRIPTIONS 4114 0 0 3938 INSURANCE 1577 0 0 977 OTHER OPERATING EXPENSES 6037 0 0 16173 ONLINE TRAINING PROGRAM 20320 0 0 20320 ROYALTIES 60759 60759 60759 GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 65170 65170 NET UNREALIZED GAIN/LOSS ON INVESTMENTS 1381237 DUE TO AFFILIATE 103748 91460 CITIBANK 12608 12608 12608 0 FAIRPOINTE CAPITAL INVESTMENT 44582 44582 44582 0 JEFFREY RICHARDS 5000 0 0 5000 MARITA STURKEN 5000 0 0 5000 DUKE UNIVERSITY 135600 0 0 66852 SHALINI SHANKAR 5000 0 0 5000 SONIA KATYAL 2500 0 0 2500 MORNING CONSULT 20000 0 0 20000