2023-11-14T10:59:46-06:00 2023-06-30 251408703 SCHNEIDER DOWNS & CO INC 65 EAST STATE STREET SUITE 2000 COLUMBUS OH 43215 990 2022-07-01 311356151 DAVE THOMAS FOUNDATION FOR ADOPTION DAVE 8002753832 4900 TUTTLE CROSSING BLVD DUBLIN OH 43016 RITA L SORONEN PRESIDENT & CEO 8002753832 2023-11-14 1 RITA SORONEN 999009999 1 SARAH R PIOT P01358891 6146214060 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RITA L SORONEN 4900 TUTTLE CROSSING BLVD DUBLIN OH 43016 99930879 0 X WWW.DAVETHOMASFOUNDATION.ORG X 1992 OH TO INCREASE THE NUMBER OF ADOPTIONS OF WAITING CHILDREN FROM NORTH AMERICA'S FOSTER CARE SYSTEMS. 21 20 68 50 0 0 44482325 48712466 134181 143461 453436 3136451 704062 429010 45774004 52421388 24872630 25769423 0 0 6307990 7526012 1283526 1356819 3337490 4376092 5803119 36840238 40455373 8933766 11966015 82316858 94085268 10216508 9541573 72100350 84543695 X THE DAVE THOMAS FOUNDATION FOR ADOPTION IS A NATIONAL NONPROFIT PUBLIC CHARITY DEDICATED EXCLUSIVELY TO FINDING PERMANENT HOMES FOR MORE THAN 140,000 CHILDREN WAITING IN NORTH AMERICA'S FOSTER CARE SYSTEMS. CREATED BY WENDY'S FOUNDER DAVE THOMAS, WHO WAS ADOPTED, THE FOUNDATION IMPLEMENTS EVIDENCE-BASED, RESULTS-DRIVEN NATIONAL SERVICE PROGRAMS, FOSTER CARE ADOPTION AWARENESS CAMPAIGNS AND INNOVATIVE GRANTMAKING INITIATIVES, AND OFFERS FREE RESOURCES TO ORGANIZATIONS AND PROSPECTIVE PARENTS. 0 0 30112911 24723561 WENDY'S WONDERFUL KIDS:WENDY'S WONDERFUL KIDS, A SIGNATURE PROGRAM OF THE FOUNDATION, IS MAKING A DIFFERENCE FOR THOUSANDS OF CHILDREN ACROSS THE NATION - ONE CHILD AT A TIME. THE DAVE THOMAS FOUNDATION FOR ADOPTION AWARDS GRANTS TO PUBLIC AND PRIVATE AGENCIES TO HIRE ADOPTION PROFESSIONALS WHO IMPLEMENT A PROACTIVE, CHILD-FOCUSED RECRUITMENT STRATEGY TARGETED EXCLUSIVELY ON MOVING AMERICA'S LONGEST-WAITING CHILDREN FROM FOSTER CARE INTO ADOPTIVE FAMILIES. RESEARCH RELEASED IN 2011 FROM A FIVE-YEAR RIGOROUS EVALUATION OF WENDY'S WONDERFUL KIDS CHILD-FOCUSED RECRUITMENT MODEL SHOWED THAT CHILDREN SERVED BY THE PROGRAM ARE UP TO THREE TIMES MORE LIKELY TO GET ADOPTED. WENDY'S WONDERFUL KIDS RECRUITERS WORK WITH CHILDREN AND YOUTH AT GREATEST RISK OF AGING OUT OF FOSTER CARE WITHOUT AN ADOPTIVE FAMILY. THE RECRUITERS HAVE SMALLER CASELOADS, TO ENSURE THEY HAVE THE TIME AND RESOURCES TO GIVE EACH CHILD THE ATTENTION THAT CHILD DESERVES AND EMPLOY AN AGGRESSIVE EVIDENCE-BASED PRACTICE MODEL FOCUSED ON FINDING THE BEST HOME FOR A CHILD.THE DAVE THOMAS FOUNDATION FOR ADOPTION SUPPORTS 500 WENDY'S WONDERFUL KIDS RECRUITERS WORKING FOR CHILDREN IN THE U.S. MORE THAN 12,780 CHILDREN HAVE BEEN ADOPTED AS A RESULT OF WENDY'S WONDERFUL KIDS, AND ANOTHER 961 ARE IN THEIR PRE-ADOPTIVE PLACEMENTS SIMPLY WAITING FOR A FINAL COURT HEARING. 3935963 1045862 PROGRAM GRANTS & AWARENESS:THE FOUNDATION IS COMMITTED TO NATIONALLY COMMUNICATING THE URGENCY OF FOSTER CARE ADOPTION AND TO ENCOURAGING EVERYONE TO BECOME AN AMBASSADOR FOR WAITING CHILDREN. YEAR-ROUND AWARENESS EFFORTS INCLUDE DAILY SOCIAL MEDIA COMMUNICATIONS; MARKETING PROGRAMS DISPELLING MYTHS AND MISPERCEPTIONS SURROUNDING THE ISSUE OF FOSTER CARE ADOPTION AND THE CHILDREN WAITING TO BE ADOPTED; THE DEVELOPMENT AND DISTRIBUTION OF FREE EDUCATIONAL RESOURCES; THE PRODUCTION OF NATIONAL TELEVISION ANNOUNCEMENTS; MEDIA ENGAGEMENT AND THOUGHT LEADER SPEAKING AND KEYNOTE OPPORTUNITIES; AND PARTICIPATION IN A NUMBER OF EVENTS ACROSS THE UNITED STATES. ADDITIONALLY, SINCE 2002, THE FOUNDATION HAS COMMISSIONED SEVERAL GROUNDBREAKING STUDIES TO MEASURE AMERICANS' PERCEPTIONS OF FOSTER CARE ADOPTION.IN ADDITION TO FUNDING WENDY'S WONDERFUL KIDS GRANTS, RESOURCES GENERATED BY THE FOUNDATION HELP TO AWARD STRATEGIC NATIONAL GRANTS TO ADOPTION AGENCIES AND ORGANIZATIONS THAT SHARE THE FOUNDATION'S MISSION. THESE GRANTS PROVIDE CRITICAL FOSTER CARE ADOPTION SERVICES AND SUPPORT, PROMOTE BEST PRACTICES IN FOSTER CARE ADOPTION, AND ASSIST WITH EDUCATIONAL MATERIALS AND STRATEGIES FOR PARENTS AND CHILD WELFARE PROFESSIONALS.THIRTEEN ORGANIZATIONS WERE FUNDED UNDER THE NATIONAL GRANTS EFFORT, INCLUDING VOICE FOR ADOPTION (WASHINGTON, D.C.), THE CENTER FOR ADOPTION SUPPORT AND EDUCATION (BURTONSVILLE, MD), THE CONGRESSIONAL COALITION ON ADOPTION, INC. (WASHINGTON, D.C.), FOSTERING MEDIA CONNECTIONS (SAN FRANCISCO, CA), THE NATIONAL COUNCIL FOR ADOPTION (ALEXANDRIA, VA), THE NORTH AMERICAN COUNCIL ON ADOPTABLE CHILDREN (MINNEAPOLIS, MN), ALLIANCE FOR CHILDREN'S RIGHTS (LOS ANGELES, CA), GENERATIONS UNITED, INC. (WASHINGTON, D.C.), FAMILY EQUALITY COUNCIL (NEW YORK, NY), ADOPT AMERICA NETWORK (COLUMBUS, OH), SECOND NURTURE (GLASTONBURY, CT), YATOM THE JEWISH FOSTER & ADOPTION NEWTORK, INC. (PHOENIX, AZ), FIRST FOCUS (WASHINGTON, D.C.). 175307 0 ADOPTION-FRIENDLY WORKPLACE:IN 1990, PRESIDENT GEORGE H.W. BUSH ASKED DAVE THOMAS, FOUNDER OF WENDY'S, TO BE THE SPOKESPERSON FOR A NEW ADOPTION INITIATIVE. DAVE, AN ADOPTEE AND ADOPTION ADVOCATE, ENTHUSIASTICALLY ACCEPTED THE CHALLENGE AND BEGAN TO SPEAK OUT PUBLICLY, ASKING PEOPLE TO CONSIDER FOSTER CARE ADOPTION AND ENCOURAGING OTHER BUSINESS LEADERS TO OFFER ADOPTION AS A PART OF THEIR EMPLOYEE BENEFIT PLANS. ADOPTION-FRIENDLY WORKPLACE WAS DEVELOPED TO KEEP DAVE THOMAS' WORK IN MOTION. THIS SIGNATURE PROGRAM OFFERS FREE TOOLKITS AND EXPERT GUIDANCE TO EMPLOYERS ACROSS THE NATION. THE GOAL IS TO PROVIDE COMPANIES WITH THE TOOLS AND SUPPORT NEEDED TO SET UP AND PROVIDE THEIR EMPLOYEES ADOPTION BENEFITS, INCLUDING FINANCIAL REIMBURSEMENT AND PAID LEAVE. THE FOUNDATION COMPILES AND PUBLISHES AN ANNUAL LIST OF THE NATION'S 100 BEST ADOPTION-FRIENDLY WORKPLACES LIST AND HIGHLIGHTS THE FORWARD-THINKING EMPLOYERS THAT HAVE ADOPTION BENEFITS IN PLACE. 40304 0 143461 OTHER PROGRAMS:NATIONAL ADOPTION MONTH AND DAY EXPENSES $27,584 INCLUDING GRANTS OF $0 REVENUE $143,461NOVEMBER IS NATIONAL ADOPTION AWARENESS MONTH, A TIME TO CELEBRATE AND RAISE AWARENESS ABOUT FOSTER CARE ADOPTION. THE FOUNDATION JOINS THIS IMPORTANT CONVERSATION BY IMPLEMENTING A MONTH-LONG STRATEGIC EFFORT THAT FOCUSES ON OUTREACH AND EDUCATION, RESOURCE DISTRIBUTION, AND MEDIA COVERAGE TO INCREASE AWARENESS OF FOSTER CARE ADOPTION ACROSS THE COUNTRY.NATIONAL ADOPTION DAY IS HELD EACH YEAR ON THE SATURDAY BEFORE THANKSGIVING. ON THIS DAY DURING NATIONAL ADOPTION AWARENESS MONTH, COURTS AND COMMUNITY ORGANIZATIONS ACROSS THE COUNTRY MAKE IT A PRIORITY TO FINALIZE PENDING FOSTER CARE ADOPTIONS, WHILE CELEBRATING ALL FAMILIES WHO ADOPT. THE FOUNDATION IS HONORED TO BE A LEAD FOUNDING AND FUNDING PARTNER OF THIS EFFORT. POST ADOPTION EXPENSES : $12,720 INCLUDING GRANTS OF $0ROBUST POST-ADOPTION SERVICES ARE CRITICAL FOR MANY FAMILIES WHO ADOPT FROM FOSTER CARE AND OTHER VENUES. THE DAVE THOMAS FOUNDATION FOR ADOPTION HAS DEVELOPED A FREE RESOURCE BOOKLET, "A STEP-BY-STEP GUIDE TO POST-ADOPTION" FOR DISTRIBUTION THAT DEFINES THE TYPES OF RESOURCES AVAILABLE FOR PARENTS AFTER AN ADOPTION IS FINALIZED, HOW TO SELECT AND LOCATE PROVIDERS, AND WHAT TO DO IF RESOURCES DO NOT EXIST IN THEIR COMMUNITIES. IT ALSO INCLUDES RECOMMENDATIONS OF OTHER NATIONAL NON-PROFIT ORGANIZATIONS THAT CAN HELP. IN ADDITION, THE FOUNDATION HAS FUNDED THE CENTER FOR ADOPTION SUPPORT AND EDUCATION (BURTONSVILLE, MD) TO SUPPORT THE CONTINUED DEVELOPMENT OF A CURRICULUM FOR ADOPTION-COMPETENT MENTAL HEALTH PROVIDERS; HAS FUNDED ADOPT AMERICA NETWORK, RAISE THE FUTURE AND THE ADOPTIVE AND FOSTER FAMILY COALITION OF NEW YORK TO PROVIDE POST-ADOPTION SUPPORTS FOR WWK FAMILIES FROM PRE-FINALIZATION MATCH AND AFTER FINALIZATION; HAS FUNDED THE NORTH AMERICAN COUNCIL ON ADOPTABLE CHILDREN TO PROVIDE ADVOCACY AND LEGISLATION AROUND ADOPTION TAX CREDITS AND SUBSIDIES TO SUPPORT FAMILIES POST-ADOPTION TO CREATE AND OPERATE THE ONGOING ADOPTION AND KINSHIP SUPPORT PROGRAM TO PROVIDE SUPPORTS FOR WWK FAMILIES FROM PRE-FINALIZATION MATCH AND AFTER FINALIZATION. 40304 0 143461 34264485 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 27 0 1 68 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 20 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CO FL GA HI IL KS KY MD MA MI MN MS NC NH NJ NM NY OR PA RI SC TN UT VA WI WV X X ERIC E SPIRES JR SVP CHIEF FINANCIAL OFFICER 6143504736 4900 TUTTLE CROSSING BLVD DUBLIN OH 43016 RITA L SORONEN PRESIDENT & CEO 40.00 0.00 X X 476269 0 19819 JOE TURNER CHAIRMAN (EXITED 12/22) 4.00 0.00 X X 0 0 0 ROBERT GEEN VICE CHAIRMAN (THRU. 01/23),CHAIRMAN (EFF. 01/23) 1.00 0.00 X X 0 0 0 DEEPAK AJMANI TRUSTEE THRU 01/23), VICE CHAIR (EFF. 01/23) 1.00 0.00 X X 0 0 0 BRAD CONNER TREASURER (EXITED 12/22) 1.00 0.00 X X 0 0 0 GAVIN WAUGH TTEE THRU 0123 TREASURER (EFF. 01/23, EXITED 02/23) 1.00 0.00 X X 0 0 0 TODD PENEGOR TRUSTEE THRU 03/23), TREASURER (EFF. 03/23) 1.00 0.00 X X 0 0 0 MIKE O'MALLEY SECRETARY 1.00 0.00 X X 0 0 0 JULIE BIESZCZAT TRUSTEE 1.00 0.00 X 0 0 0 LEIGH BURNSIDE TRUSTEE (EXITED 02/23) 1.00 0.00 X 0 0 0 LAURA BUTRICO TRUSTEE 1.00 0.00 X 0 0 0 ERIC DALY TRUSTEE 1.00 0.00 X 0 0 0 LILIANA ESPOSITO TRUSTEE (EXITED 12/22) 1.00 0.00 X 0 0 0 PAMELA FARBER TRUSTEE 1.00 0.00 X 0 0 0 JELANI FREEMAN TRUSTEE (ENTERED 01/23) 1.00 0.00 X 0 0 0 KRIS KAFFENBARGER TRUSTEE (ENTERED 01/23) 1.00 0.00 X 0 0 0 KURT KANE TRUSTEE (EXITED 02/23) 1.00 0.00 X 0 0 0 RICH KRUMHOLZ TRUSTEE (ENTERED 01/23) 1.00 0.00 X 0 0 0 JHONNY MERCADO TRUSTEE 1.00 0.00 X 0 0 0 BLAIR MILLER TRUSTEE 1.00 0.00 X 0 0 0 SCOTT MOESCHBERGER TRUSTEE 1.00 0.00 X 0 0 0 WENDY THOMAS MORSE TRUSTEE 1.00 0.00 X 0 0 0 SEAN NIKLAS TRUSTEE 1.00 0.00 X 0 0 0 M COLEY O'BRIEN TRUSTEE 1.00 0.00 X 0 0 0 JOSH SELL TRUSTEE (EXITED 07/22) 1.00 0.00 X 0 0 0 PETE SUERKEN TRUSTEE (ENTERED 09/22) 1.00 0.00 X 0 0 0 TAMIKA WILLIAMS TRUSTEE 1.00 0.00 X 0 0 0 MIKE ZAK TRUSTEE 1.00 0.00 X 0 0 0 ERIC SPIRES SENIOR VP, CFO 40.00 0.00 X 129596 0 8123 JILL CRUMBACHER SVP, MARKETING & DEVELOPMENT 40.00 0.00 X 199531 0 31368 JENNIFER JUSTICE SVP, STRATEGIC PROGRAM DEVELOPMENT 40.00 0.00 X 200841 0 28725 DAVID FRISSORA SVP, BUSINESS DEVELOPMENT 40.00 0.00 X 190708 0 30873 MELINDA HAGGERTY SVP & GENERAL COUNSEL 40.00 0.00 X 184696 0 32975 JULIANNE NICHOLS VP, MARKETING & COMMUNICATIONS 40.00 0.00 X 136517 0 30381 SYE CUNNINGHAM VP, FINANCE 40.00 0.00 X 117627 0 36236 ANDREA GLASS VP, PROGRAMS 40.00 0.00 X 124927 0 23425 DEAN BRING SENIOR DIRECTOR OF PARTNERSHIPS 40.00 0.00 X 111948 0 32668 ANGELA MARSHALL DIRECTOR, WENDY'S WONDERFUL KIDS 40.00 0.00 X 115446 0 21504 1988106 0 296097 13 0 1 0 M&R STRATEGIC SERVICES INC 1101 CONNECTICUT AVE NW WASHINGTON DC 20036 FUNDRAISING CONSULTANT 928238 PRODUCTION SOLUTIONS 1953 GALLOWS ROAD SUITE 500 VIENNA VA 22182 APPEALS PRINTING & POSTAGE 447847 CHILD TRENDS INC 12300 TWINBROOK PARKWAY SUITE 235 ROCKVILLE MD 20852 DATABASE MANAGEMENT AND PROGRAM EVALUATI 398605 AVALON CONSULTING GROUP INC 2 MASSACHUSETTS AVE WASHINGTON DC 20002 CONSULTANT 199525 TENFOLD LLC 797 N WALL STREET SUITE 200 COLUMBUS OH 43215 BRANDING 188403 12 1696 10839 12571904 36128027 120150 48712466 PROGRAM SERVICE ASSISTANCE 900099 143461 143461 143461 1619633 1619633 48876291 47241473 118000 1634818 -118000 1516818 1516818 579028 10839 150018 429010 429010 52421388 143461 0 3565461 25625962 25625962 143461 143461 1618202 780678 607406 230118 4492829 2598992 1063465 830372 125192 75378 23696 26118 955450 551075 223365 181010 334339 186647 88427 59265 33 33 51613 51613 1356819 1356819 164022 164022 333735 219025 114710 1535475 1504693 17775 13007 184188 58417 28711 97060 829351 653383 172519 3449 361630 199147 97746 64737 214990 112116 5069 97805 34762 16284 14292 4186 352086 328497 9858 13731 58378 58378 PROGRAM TRAINING 603053 603053 FUNDRAISING EXPENSE 319966 37 319929 RESEARCH & PROGRAM EVAL 275700 275700 ADVOCACY EXPENSES 231120 231120 253017 100857 112276 39884 40455373 34264485 2853398 3337490 27323 33827 46220773 18584271 1737671 2711298 120761 56742 116892 185937 8432942 1574178 7173909 6858764 26915085 65468176 4444 186253 82316858 94085268 207850 77823 9598016 8906899 410642 556851 10216508 9541573 X 67743984 80403028 4356366 4140667 72100350 84543695 82316858 94085268 X 11966015 -918169 1395499 X X 0 1 X 1 0 X 28203595 27238414 38616876 44482325 48712466 187253676 28203595 27238414 38616876 44482325 48712466 187253676 39206860 148046816 735058 601733 270192 379850 1619634 3606467 190860143 625413 0.77570 0.76080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 3429 3429 40601963 40605392 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 3429 3429 250000 250000 250000 250000 1000000 1500000 4381454 15000 431589 131030 4697013 5078408 25000 -613954 108000 4381454 4084609 1102799 109000 5078408 3916811 106000 61798 4084609 3558324 65000 293487 3916811 1.00000 0.00000 0.00000 0 0 7359997 736000 6623997 164612 164612 0 908333 673566 234767 6858764 ACCRUED LIABILITIES 556851 556851 X 80875438 -918169 29386222 150019 28618072 52257366 164022 164022 52421388 68432093 29386222 150019 29536241 38895852 164022 1395499 1559521 40455373 PART X, LINE 2: INCOME TAX - THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THERE WAS NO INTEREST OR PENALTIES RECOGNIZED DURING 2023 OR 2022. THE FOUNDATION'S TAX YEARS SINCE 2019 REMAIN SUBJECT TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES - DEDUCTED AGAINST INCOME 150,019. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES - DEDUCTED AGAINST INCOME 150,019. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT RECOVERY 1,395,499. PART V, LINE 4 THE FOUNDATION'S QUASI-ENDOWMENT WAS ESTABLISHED IN 2017 AND CONSISTS OF VARIOUS INVESTMENT FUNDS ESTABLISHED PRIMARILY FOR SUPPORT OF THE FOUNDATION'S MISSION. ITS QUASI-ENDOWMENT REPRESENTS BOARD-DESIGNATED ENDOWMENT FUNDS. AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. TOGETHER, THE ENDOWMENT AND QUASI-ENDOWMENT REPRESENT THE ENDOWMENT FUNDS ("ENDOWMENT FUNDS"). THE FOUNDATION MANAGES ITS ENDOWMENT FUNDS IN ACCORDANCE WITH UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA). UPMIFA PERMITS A NONPROFIT ORGANIZATION TO APPROPRIATE INVESTMENT INCOME AND APPRECIATION ON ENDOWMENT FUNDS FOR OPERATIONS IN ABSENCE OF DONOR RESTRICTIONS. ANNUAL DISTRIBUTIONS WILL BE SPENT IN ACCORDANCE WITH THE ENDOWMENT FUNDS SPENDING POLICY. THE FOUNDATION'S SPENDING POLICY PERMITS WITHDRAWALS NOT TO EXCEED 3% OF THE AVERAGE MARKET VALUE OF THE FUND'S ASSETS FOR THE 12 CONSECUTIVE CALENDAR QUARTERS ENDING DECEMBER 31 OF THE YEAR PRECEDING THE CURRENT FISCAL YEAR. THE DISTRIBUTION OF INCOME REMAINS AT THE DISCRETION OF THE EXECUTIVE BOARD WITHIN THE DIRECTION OF THE BUDGET PROCESS. IN ADDITION, THE FOUNDATION'S INVESTMENT POLICY IS INTENDED TO OUTLINE A PHILOSOPHY AND ATTITUDE THAT WILL GUIDE THE INVESTMENT MANAGEMENT OF THE ASSETS TOWARD THE DESIRED RESULTS. IT IS INTENDED TO BE SUFFICIENTLY SPECIFIC TO BE MEANINGFUL, YET FLEXIBLE ENOUGH TO BE PRACTICAL. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE FOUNDATION RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE FOUNDATION TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES A GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN PRUDENT RISK CONSTRAINTS. 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GENERAL GRANT 143461 0 0 0 0 0 0 143461 0 143461 NORTH AMERICA GENERAL GRANT 143461 WIRE 0 N/A N/A 1 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: PART I, LINE 1: DAVE THOMAS FOUNDATION FOR ADOPTION PROVIDES GRANT SUPPORT TO ITS RELATED ORGANIZATION. GIVEN THIS CLOSE CONNECTION, THE FOUNDATION IS ABLE TO MONITOR ALL FUNDS DISTRIBUTED TO ENSURE THEY ARE USED APPROPRIATELY. X X X 1 M&R STRATEGIC SERVICES INC 1101 CONNECTICUT AVE NW WASHINGTON DC 20032 PROFESSIONAL FUNDRAISING CONSULTANT 0 716479 791550 -75071 AVALON CONSULTING GROUP 805 15TH STREET NW SUITE 700 WASHINGTON DC 20005 PROFESSIONAL FUNDRAISING CONSULTANT 0 547419 203985 343434 1263898 995535 268363 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MO MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI WENDY'S CONVENTION 208352 10839 197513 3476 55929 NY GALA 381515 381515 27743 62870 589867 10839 579028 31219 118799 150018 429010 SCHEDULE G, PART I, LINE 2B, COLUMN (V) IN ADDITION TO THE FUNDRAISING CONSULTANTS LISTED IN PART I, THE ORGANIZATION INCURS EXPENSES WITH OTHER CONTRACTORS WHO PROVIDE SUPPORT TO THE FUNDRAISING CONSULTANTS FOR SERVICES SUCH AS APPEAL PRODUCTION COSTS AND AWARENESS. THESE ADDITIONAL EXPENSES ARE INCLUDEED IN PART IX, FUNCTIONAL EXPENSES, LINE 11E. 1 4KIDS4FAMILIES 2929 FM 2920 SPRING TX 77388 742622426 501(C)(3) 446250 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS ABBOTT HOUSE 100 NORTH BROADWAY IRVINGTON NY 10533 131991946 501(C)(3) 30000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS ADOPT AMERICA NETWORK INC 3100 W CENTRAL AVENUE SUITE 225 TOLEDO OH 43604 341396924 501(C)(3) 1006200 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS ADOPTION CENTER OF THE DELAWARE VALLEY 1735 MARKET STREET SUITE A-441 PHILADELPHIA PA 19103 232484926 501(C)(3) 54750 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS ADOPTION RHODE ISLAND 290 W EXCHANGE ST PROVIDENCE RI 02903 222543833 501(C)(3) 150000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS ADOPTIVE AND FOSTER FAMILY COALITION OF NEW YORK 108 MAIN STREET SUITE 5 NEW PALTZ NY 12561 510194916 501(C)(3) 80000 0 N/A N/A GENERAL GRANT AID TO ADOPTION OF SPECIAL KIDS (AASK) - AZ 2320 NORTH 20TH STREET PHOENIX AZ 85006 860611935 501(C)(3) 335000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS ALASKA ADOPTION SERVICES 4120 LAUREL STREET SUITE 106 ANCHORAGE AK 99508 841831744 501(C)(3) 71200 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS ALL IN FOSTERING FUTURES 12081 W ALAMEDA PARKWAY SUITE 482 LAKEWOOD CO 80228 873249161 501(C)(3) 20000 0 N/A N/A DISCRETIONARY GRANT ALLEN COUNTY CHILDREN SERVICES BOARD 123 W SPRING STREET LIMA OH 45801 346400019 GOVERNMENT 87400 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS ALLIANCE FOR CHILDREN'S RIGHTS 3333 WILSHIRE BOULEVARD LOS ANGELES CA 90010 954358213 501(C)(3) 60000 0 N/A N/A GENERAL GRANT ALLIES FOR EVERY CHILD 5721 W SLAUSON AVENUE SUITE 140 CULVER CITY CA 90230 954117747 501(C)(3) 225000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS BERKSHIRE FARM CENTER AND SERVICES FOR YOUTH 13640 ROUTE 22 CANNAN NY 12029 141368125 501(C)(3) 150000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS BETHANY CHRISTIAN SERVICES OF GEORGIA 6645 PEACHTREE DUNWOODY ROAD NE ATLANTA GA 303286633 311284895 501(C)(3) 862908 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS BETHANY CHRISTIAN SERVICES OF NEW ENGLAND PO BOX 320 CANDIA NH 03034 042863717 501(C)(3) 75000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CAMELOT COMMUNITY CARE INC 15500 ROOSEVELT BOULEVARD SUITE 204 CLEARWATER FL 33760 311659302 501(C)(3) 75000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CARING FOR KIDS INC 650 GRAHAM ROAD SUITE 101 CUYAHOGA FALLS OH 44221 341796454 501(C)(3) 1425000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CATHOLIC CHARITIES NORTH DAKOTA AASK 5201 S BISHOPS BOULEVARD SUITE B FARGO ND 58104 450226416 501(C)(3) 150000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CATHOLIC GUARDIAN SERVICES 1011 1ST AVENUE 10TH FLOOR NEW YORK NY 10022 135562186 501(C)(3) 60000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDNET INC 1100 W MCNAB RD FT LAUDERDALE FL 33309 651149351 501(C)(3) 150000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN AWAITING PARENTS INC 176 ANDERSON AVENUE SUITE F202 ROCHESTER NY 14607 161047933 501(C)(3) 75000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S AID AND FAMILY SERVICES INC 200 ROBIN ROAD PARAMUS NJ 07652 221487147 501(C)(3) 74600 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S DEFENSE FUND - OHIO 395 EAST BROAD STREET SUITE 330 COLUMBUS OH 43215 520895622 501(C)(3) 20000 0 N/A N/A DISCRETIONARY GRANT CHILDREN'S HOME OF WYOMING CONFERENCE 1182 CHENANGO STREET BINGHAMTON NY 13901 150532090 501(C)(3) 225000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S HOME SOCIETY OF FLORIDA 3333 FOREST HILL BOULEVARD WEST PALM BEACH FL 33406 590192430 501(C)(3) 75000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S HOME SOCIETY OF NORTH CAROLINA PO BOX 14608 GREENSBORO NC 27415 560529946 501(C)(3) 450000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S HOME SOCIETY OF SOUTH DAKOTA PO BOX 1749 SIOUX FALLS SD 571011749 460224542 501(C)(3) 110000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S HOME SOCIETY OF VIRGINIA 4200 FITZHUGH AVENUE RICHMOND VA 23230 540505884 501(C)(3) 75000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S NETWORK OF HILLSBOROUGH LLC PO BOX 82189 TAMPA FL 33682 881516696 501(C)(3) 225000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S NETWORK OF SOUTHWEST FLORIDA LLC 2232 ALTAMOUNT AVENUE FT MYERS FL 33901 204968228 501(C)(3) 112500 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S SERVICE CENTER OF WYOMING VALLEY INC 335 SOUTH FRANKLIN STREET WILKESBARRE PA 187023897 240795404 501(C)(3) 75000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHILDREN'S WISCONSIN PO BOX 1997 MS 3050 MILWAUKEE WI 532011997 390806380 501(C)(3) 75000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CHOICE NETWORK INC 693 1/2 N HIGH STREET SUITE G WORTHINGTON OH 43085 464422474 501(C)(3) 10000 0 N/A N/A DISCRETIONARY GRANT CHRISTIAN ALLIANCE FOR ORPHANS 6723 WHITTIER AVENUE SUITE 202 MCLEAN VA 22101 261492375 501(C)(3) 10000 0 N/A N/A DISCRETIONARY GRANT CITRUS FAMILY CARE NETWORK 4175 WEST 20 AVENUE HIALEAH FL 33012 591865751 501(C)(3) 150000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS CLERMONT COUNTY DEPARTMENT OF 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GRANTS DIAKON LUTHERAN SOCIAL MINISTRIES 1022 NORTH UNION ST MIDDLETOWN PA 17057 231857015 501(C)(3) 75000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS DISTICT OF COLUMBIA CHILD & FAMILY SERVICES 200 I ST SE WASHINGTON DC 20003 536001131 GOVERNMENT 150000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS EMBRACE FAMILIES COMMUNITY BASED CARE 901 N LAKE DESTINY ROAD SUITE 400 MAITLAND FL 32751 454292522 501(C)(3) 150000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS FAIRFIELD COUNTY JOB & FAMILY SERVICES 239 W MAIN STREET LANCASTER OH 43130 316400066 GOVERNMENT 76748 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS FAMILY AND CHILDREN'S SERVICE 2400 CLIFTON AVE NASHVILLE TN 37209 620499284 501(C)(3) 150000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS FAMILY BUILDERS BY ADOPTION 1900 EMBARCADERO SUITE 303 OAKLAND CA 94606 942936989 501(C)(3) 83000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS FAMILY EQUALITY 475 PARK AVENUE SOUTH SUITE 2100 NEW YORK NY 10016 521438455 501(C)(3) 25000 0 N/A N/A GENERAL GRANT FAMILY FOCUSED 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50000 0 N/A N/A GENERAL GRANT FOUR OAKS FAMILY AND CHILDREN'S SERVICES 5400 KIRKWOOD BOULEVARD SW CEDAR RAPIDS IA 52404 421358316 501(C)(3) 150000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS FRANKLIN COUNTY CHILDREN SERVICES 855 WEST MOUND STREET COLUMBUS OH 43223 316400067 GOVERNMENT 553200 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS GATEWAY-LONGVIEW INC 10 SYMPHONY CIRCLE BUFFALO NY 14201 161559402 501(C)(3) 225000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS GENERATIONS UNITED INC 80 F STREET NW WASHINGTON DC 20001 311542973 501(C)(3) 50000 0 N/A N/A GENERAL AND DISCRETIONARY GRANTS GOOD SHEPHERD SERVICES 305 7TH AVENUE 9TH FLOOR NEW YORK NY 10001 135598710 501(C)(3) 60000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS GOODWILL INDUSTRIES OF WYOMING INC 612 W 17TH STREET CHEYENNE WY 82001 830207663 501(C)(3) 75000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS GRAHAM WINDHAM ONE PIERREPOINT PLAZA SUITE 901 BROOKLYN NY 11201 132926426 501(C)(3) 60000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS GREENE COUNTY 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MISSION WEST VIRGINIA INC 168 MIDLAND TRAIL SUITE 1 HURRICANE WV 25526 311553133 501(C)(3) 150000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS MISSISSIPPI DEPARTMENT OF CHILD PROTECTION SERVICES PO BOX 346 JACKSON MS 39205 646000807 GOVERNMENT 450000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS MONTGOMERY COUNTY DEPT OF JOB & FAMILY SERVICES CHILDREN SERVICES DIVISION 3304 N MAIN ST DAYTON OH 45405 316000172 GOVERNMENT 364711 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS NATIONAL COUNCIL FOR ADOPTION 431 N LEE STREET ALEXANDRIA VA 223142561 751721671 501(C)(3) 37500 0 N/A N/A GENERAL AND DISCRETIONARY GRANTS NEXUS-KINDRED FAMILY HEALING 505 HWY 169N SUITE 500 PLYMOUTH MN 554416447 364494704 501(C)(3) 225000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS NORTH AMERICAN COUNCIL ON ADOPTABLE CHILDREN 970 RAYMOND AVENUE SUITE 106 ST PAUL MN 551141149 510188951 501(C)(3) 81000 0 N/A N/A GENERAL GRANT NORTHEAST OHIO ADOPTION SERVICES 5000 E MARKET STREET SUITE 26 WARREN OH 44484 341255887 501(C)(3) 1048000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS OHIO CASA ASSOCIATION 150 E MOUND STREET SUITE 210 COLUMBUS OH 43215 311380388 501(C)(3) 20000 0 N/A N/A DISCRETIONARY GRANT OHIO FEDERATION FOR HEALTH EQUITY AND SOCIAL JUSTICE PO BOX 247 PICKERINGTON OH 43147 453844673 501(C)(3) 7500 0 N/A N/A DISCRETIONARY GRANT OKLAHOMA DEPARTMENT OF HUMAN SERVICES PO BOX 25352 OKLAHOMA CITY OK 73125 736017987 GOVERNMENT 50000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS PARSONS CHILD AND FAMILY CENTER 60 ACADEMY ROAD ALBANY NY 12208 141347440 501(C)(3) 225000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS RAISE THE FUTURE 14232 EAST EVANS AVENUE AURORA CO 80014 840793576 501(C)(3) 1517099 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS RISING GROND INC 151 LAWRENCE STREET BROOKLYN NY 11201 131860451 501(C)(3) 60000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS SAINT DOMINIC'S FAMILY SERVICES 500 WESTERN HIGHWAY BLAUVELT NY 10913 131740399 501(C)(3) 30000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS SCO FAMILY OF SERVICES 1415 KELLUM PLACE GARDEN CITY NY 11530 112777066 501(C)(3) 90000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS SECOND NURTURE 2389 MAIN STREET SUITE 100 GLASTONBURY CT 06033 810898315 501(C)(3) 50000 0 N/A N/A GENERAL GRANT SHELTERING ARMS CHILDREN AND FAMILY SERVICES INC 305 SEVENTH AVENUE 4TH FLOOR NEW YORK NY 10001 133709095 501(C)(3) 30000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS SIERRA FOREVER FAMILIES 8928 VOLUNTEER LANE SUITE 100 SACRAMENTO CA 95826 680002878 501(C)(3) 115000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS SPAULDING FOR CHILDREN (MI) 16250 NORTHLAND DRIVE SUITE 120 SOUTHFIELD MI 48075 381871660 501(C)(3) 156000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS SPAULDING FOR CHILDREN (TX) 6925 PORTWEST DRIVE SUITE 110 HOUSTON TX 77024 742116380 501(C)(3) 150000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS SPECIALIZED ALTERNATIVES FOR FAMILIES AND YOUTH 10100 ELIDA ROAD DELPHOS OH 45833 341630267 501(C)(3) 419000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS ST JOHN'S LUTHERAN MINISTRIES 2429 MISSION WAY BILLINGS MT 59102 810288768 501(C)(3) 75000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS STARK COUNTY JOB & FAMILY SERVICES 221 3RD STREET SE CANTON OH 44702 346002718 GOVERNMENT 181700 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS STATE OF ALABAMA DEPARTMENT OF HUMAN RESOURCES FAMILY SERVICES DIVISION 50 RIPLEY STREET MONTGOMERY AL 36130 636000619 GOVERNMENT 341250 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS SUMMIT COUNTY CHILDREN SERVICES 264 S ARLINGTON STREET AKRON OH 44306 346002767 GOVERNMENT 570000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS TABOR CHILDREN'S SERVICES INC 57 EAST ARMAT STREET PHILADELPHIA PA 19144 232148612 501(C)(3) 75000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS TEXAS FAMILY INITIATIVES LLC 147 SAYLES BLVD ABILENE TX 79605 480806277 501(C)(3) 191250 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS THE BOYS & GIRLS AID SOCIETY OF OREGON 9320 SW BARBUR BLVD SUITE 200 PORTLAND OR 97219 930386791 501(C)(3) 279900 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS THE CENTER FOR ADOPTION SUPPORT AND EDUCATION 3919 NATION DRIVE SUITE 200 BURTONSVILLE MD 20866 522100734 501(C)(3) 225000 0 N/A N/A GENERAL GRANT & WENDY'S WONDERFUL KIDS GRANTS THE CHILDREN'S AID SOCIETY 117 WEST 124TH ST 3RD FLOOR NEW YORK NY 10027 135562191 501(C)(3) 60000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS THE CHILDREN'S HOME OF POUGHKEEPSIE 10 CHILDRENS WAY POUGHKEEPSIE NY 12601 141364662 501(C)(3) 150000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS THE CHILDREN'S VILLAGE ONE ECHO HILLS DOBBS FERRY NY 10522 131739945 501(C)(3) 240000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS THE CONTINGENT 809 N RUSSELL STREET SUITE 203 PORTLAND OR 97227 264224606 501(C)(3) 10000 0 N/A N/A DISCRETIONARY GRANT THE NEW YORK FOUNDLING 590 AVENUE OF THE AMERICAS NEW YORK NY 10011 131624123 501(C)(3) 60000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS THE VILLAGES OF INDIANA INC 2405 N SMITH PIKE BLOOMINGTON IN 46208 351708240 501(C)(3) 2115738 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS TRAC SERVICES FOR FAMILIES 1600 WEST CARSON STREET PITTSBURGH PA 15219 251383638 501(C)(3) 37500 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS TREEHOUSE FOUNDATION ONE TREEHOUSE CIRCLE EASTHAMPTON MS 01027 223848537 501(C)(3) 60000 0 N/A N/A GENERAL GRANT TRUMBULL COUNTY CHILDREN SERVICES 2282 REEVES ROAD NE WARREN OH 44484 540505969 GOVERNMENT 185960 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS UNITED METHODIST FAMILY SERVICES OF VIRGINIA 3900 WEST BROAD STREET RICHMOND VA 23320 540505969 501(C)(3) 75000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS UPBRING PO BOX 140767 8305 CROSS PARK AUSTIN TX 78714 741109745 501(C)(3) 225000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS VALLEY BEIT MIDRASH 4645 EAST MARILYN ROAD PHOENIX AZ 80532 455443715 501(C)(3) 25000 0 N/A N/A DISCRETIONARY GRANT WASHINGTON STATE DEPARTMENT OF CHILDREN YOUTH & FAMILIES 1500 JEFFERSON STREET SE OLYMPIA WA 98501 823847397 GOVERNMENT 225000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS WAYNE COUNTY CHILDREN SERVICES BOARD 2534 BURBANK ROAD WOOSTER OH 44691 346003005 GOVERNMENT 95000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS WOODFORDS FAMILY SERVICES 15 SAUNDERS WAY SUITE 900 WESTBROOK ME 04092 010278395 501(C)(3) 150000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS YELLOWSTONE BOYS AND GIRLS RANCH INC 1732 SOUTH 72ND ST WEST BILLINGS MT 59106 810262019 501(C)(3) 75000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANTS 131 1 PART I, LINE 2: THE FOUNDATION REQUIRES ALL GRANTEES TO COMPLETE A BUDGET DETAILING HOW THEY WILL UTILIZE FOUNDATION GRANT FUNDS. - WENDY'S WONDERFUL KIDS GRANTEES ARE SUPPLIED A BUDGET TEMPLATE WHICH INCLUDES INSTRUCTIONS AS TO THE APPROPRIATE USES OF FUNDS. THIS BUDGET IS REVIEWED AND CONTENTS ARE NEGOTIATED WITH THE GRANTEE PRIOR TO THE ISSUANCE OF A GRANT CONTRACT. ONCE AGREED UPON, THIS BUDGET BECOMES PART OF THE GRANT CONTRACT. ON A SEMI-ANNUAL BASIS, THE GRANTEES ARE REQUIRED TO SUBMIT AN UPDATE ON THE USE OF FUNDS. THESE SEMI-ANNUAL REPORTS ARE REVIEWED AND ANY ISSUES ARE DISCUSSED WITH THE GRANTEE. AT THE END OF THE GRANT, A FINAL ACCOUNTING OF GRANT FUNDS IS SUBMITTED AND ANY UNSPENT FUNDS ARE REQUIRED TO BE RETURNED TO THE FOUNDATION. THE WENDY'S WONDERFUL KIDS GRANTS BUDGET IS REVIEWED AND APPROVED BY THE FULL BOARD OF TRUSTEES. - GENERAL GRANTEES ARE REQUIRED TO COMPLETE A BUDGET AS TO HOW THEY PROPOSE THE GRANT FUNDS ARE TO BE UTILIZED. GRANT BUDGETS AND ACCOUNTABILITIES ARE APPROVED BY THE STAFF, EXPENDITURES ARE MONITORED SEMI-ANNUALLY AND GENERAL GRANT COMMITMENTS ARE REPORTED TO THE BOARD ANNUALLY. AT THE END OF THE CONTRACTED GRANT PERIOD, THE GRANTEES ARE REQUIRED TO SUBMIT A FINAL ACCOUNTING OF FUNDS. ANY UNSPENT FUNDS ARE REQUIRED TO BE RETURNED TO THE FOUNDATION. X X X X 0 0 0 0 0 0 0 1 0 RITA L SORONEN PRESIDENT & CEO 362229 0 104040 0 10000 0 13500 0 6319 0 496088 0 0 0 JILL CRUMBACHER SVP, MARKETING & DEVELOPMENT 184171 0 15000 0 360 0 9364 0 22004 0 230899 0 0 0 JENNIFER JUSTICE SVP, STRATEGIC PROGRAM DEVELOPMENT 185289 0 15000 0 552 0 9028 0 19697 0 229566 0 0 0 DAVID FRISSORA SVP, BUSINESS DEVELOPMENT 175156 0 15000 0 552 0 8939 0 21934 0 221581 0 0 0 MELINDA HAGGERTY SVP & GENERAL COUNSEL 169480 0 15000 0 216 0 8905 0 24070 0 217671 0 0 0 JULIANNE NICHOLS VP, MARKETING & COMMUNICATIONS 131517 0 5000 0 0 0 6666 0 23715 0 166898 0 0 0 SYE CUNNINGHAM VP, FINANCE 112627 0 5000 0 0 0 5787 0 30449 0 153863 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR ESTABLISHING COMPENSATION FOR THE FOUNDATION'S CEO; THE FULL BOARD IS RESPONSIBLE FOR APPROVAL. ON AN ANNUAL BASIS, THE EXECUTIVE COMMITTEE ESTABLISHES THE COMPENSATION OF THE PRESIDENT & CEO BASED UPON PRIOR YEAR PERFORMANCE AND DATA COMPARING SIMILAR ORGANIZATIONS, REGION OF THE COUNTRY AND BUDGET CAPACITY. THE BOARD ALSO USES AN INDEPENDENT COMPENSATION CONSULTANT. PART I, LINE 4 THE EXECUTIVE COMMITTEE AND FULL BOARD OF TRUSTEES REVIEWS AND APPROVES THE ANNUAL BUDGET THAT INCLUDES BUDGETED INCREASES FOR THE REMAINDER OF THE STAFF. THE PRESIDENT & CEO THEN DETERMINES, WITHIN THE PARAMETERS SET BY THE BOARD, WHAT THE INDIVIDUAL SALARIES OF THE STAFF WILL BE, INCLUDING INCREASED COMPENSATION BASED ON COST OF LIVING, MERIT, AND/OR POSITION AMENDMENTS. PART I, LINE 7 THE PRESIDENT & CEO RECEIVED A BONUS OF $104,040. THE SENIOR VP & CFO RECEIVED A BONUS OF $15,000. THE SENIOR VP OF MARKETING & DEVELOPMENT RECEIVED A BONUS OF $15,000. THE SENIOR VP OF STRATEGIC PROGRAM DEVELOPMENT RECEIVED A BONUS OF $15,000. THE SENIOR VP TO GENERAL COUNSEL RECEIVED A BONUS OF $15,000. THE SENIOR VP OF BUSINESS DEVELOPMENT RECEIVED A BONUS OF $15,000. THE VP OF MARKETING AND COMMUNICATIONS RECEIVED A BONUS OF $5,000. THE DIRECTOR OF WENDY'S WONDERFUL KIDS RECEIVED A BONUS OF $3,000. THE VP OF STRATEGIC PROGRAM DEVELOPMENT RECEIVED A BONUS OF $5,000. THE SENIOR DIRECTOR OF PARTNERSHIPS RECEIVED A BONUS OF $4,000. X 7 66069 FAIR MARKET VALUE X CRYPTOCURRENCY 3 54081 SELLING PRICE 0 0 1 1 PART I, COLUMN (B): THE NUMBER PROVIDED IN COLUMN (B) REPRESENTS THE NUMBER OF DONORS. PART I, LINE 32B: THE ORGANIZATION USES A THIRD PARTY TO PROCESS AND LIQUIDATE DONATIONS OF CRYPTOCURRENCY. FORM 990, PART VI, SECTION A, LINE 2 WENDY THOMAS MORSE AND PAMELA FARBER ARE SISTERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED INTERNALLY BY THE FINANCIAL MANAGEMENT TEAM AND PRESIDENT & CEO. UPON THEIR REVIEW A FINAL DRAFT OF FORM 990 WAS SENT VIA EMAIL TO THE BOARD FOR THEIR REVIEW PRIOR TO FILING WITH THE IRS. THEY WERE ASKED TO SUBMIT ANY QUESTIONS/CONCERNS TO FOUNDATION MANAGEMENT WITHIN 3 BUSINESS DAYS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER, STAFF AND KEY VOLUNTEERS SHALL ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH THEY BELIEVE COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. ANY POTENTIAL CONFLICT OF INTEREST SHALL BE TREATED AS CONFIDENTIAL AND SHALL GENERALLY BE MADE AVAILABLE ONLY TO THE BOARD CHAIR, THE PRESIDENT & CEO, AND ANY COMMITTEE APPOINTED TO ADDRESS THE SITUATION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR ESTABLISHING COMPENSATION FOR THE FOUNDATION'S CEO; THE FULL BOARD IS RESPONSIBLE FOR APPROVAL. ON AN ANNUAL BASIS, THE EXECUTIVE COMMITTEE ESTABLISHES THE COMPENSATION OF THE PRESIDENT & CEO BASED UPON PRIOR YEAR PERFORMANCE AND DATA COMPARING SIMILAR ORGANIZATIONS, REGION OF THE COUNTRY AND BUDGET CAPACITY. THE EXECUTIVE COMMITTEE AND FULL BOARD OF TRUSTEES REVIEWS AND APPROVES THE ANNUAL BUDGET THAT INCLUDES BUDGETED INCREASES FOR THE REMAINDER OF THE STAFF. THE PRESIDENT & CEO THEN DETERMINES, WITHIN THE PARAMETERS SET BY THE BOARD, WHAT THE INDIVIDUAL SALARIES OF THE STAFF WILL BE, INCLUDING INCREASED COMPENSATION BASED ON COST OF LIVING, MERIT, AND/OR POSITION AMENDMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAINTAINS A COPY OF ITS FORM 990 AND AUDITED FINANCIAL STATEMENTS ON ITS WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: GRANT RECOVERY 1,395,499. FORM 990, PART VII, LINE 2C THE ORGANIZATION'S OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. DAVE THOMAS FOUNDATION FOR ADOPTION CANADA 5515 NORTH SERVICE ROAD SUITE 201 BURLINGTON ON CA L7L 664 ADOPTION CA 501(C)(3) DAVE THOMAS FOUNDATION FOR ADOPTION 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 DAVE THOMAS FOUNDATION FOR ADOPTION CANADA B 143461 FMV DAVE THOMAS FOUNDATION FOR ADOPTION CANADA L 143461 FMV