2025-11-12T15:51:16-06:00 2025-06-30 251408703 SCHNEIDER DOWNS & CO INC 65 EAST STATE STREET SUITE 2000 COLUMBUS OH 43215 990 2024-07-01 311356151 DAVE THOMAS FOUNDATION FOR ADOPTION DAVE 8002753832 4900 TUTTLE CROSSING BLVD DUBLIN OH 43016 RITA L SORONEN PRESIDENT & CEO 8002753832 2025-11-12 1 0 SARAH R PIOT P01358891 6146214060 2024 2025-03-06 01:10:19Z RITA L SORONEN 4900 TUTTLE CROSSING BLVD DUBLIN OH 43016 125506152 0 X WWW.DAVETHOMASFOUNDATION.ORG X 1992 OH TO INCREASE THE NUMBER OF ADOPTIONS OF WAITING CHILDREN FROM NORTH AMERICA'S FOSTER CARE SYSTEMS. 23 22 79 50 -11231 0 51321470 52507721 148178 151345 4290037 8604925 362022 357482 56121707 61621473 26671479 31564679 0 0 8612374 9917993 1829712 2533930 5117599 7442360 8844312 44555925 52860914 11565782 8760559 107334376 117306202 7053236 7820134 100281140 109486068 X THE DAVE THOMAS FOUNDATION FOR ADOPTION IS A NATIONAL NONPROFIT PUBLIC CHARITY DEDICATED EXCLUSIVELY TO FINDING PERMANENT HOMES FOR MORE THAN 150,000 CHILDREN WAITING IN NORTH AMERICA'S FOSTER CARE SYSTEMS. SEE SCHEDULE O FOR ADDITIONAL NARRATIVE ON THE ORGANIZATION'S MISSION.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 35098952 28518071 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 AN EVIDENCE-BASED, CHILD-FOCUSED RECRUITMENT STRATEGY TARGETED EXCLUSIVELY ON MOVING AMERICA'S LONGEST-WAITING CHILDREN FROM FOSTER CARE INTO ADOPTIVE FAMILIES. SEE SCHEDULE O FOR ADDITIONAL NARRATIVE ON WENDY'S WONDERFUL KIDS.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 529 WENDY'S WONDERFUL KIDS RECRUITERS WORKING FOR CHILDREN IN THE U.S. MORE THAN 15,529 CHILDREN HAVE BEEN ADOPTED AS A RESULT OF WENDY'S WONDERFUL KIDS, AND ANOTHER 1,043 ARE IN THEIR PRE-ADOPTIVE PLACEMENTS SIMPLY WAITING FOR A FINAL COURT HEARING. 7113248 1846608 151345 ADOPTION AWARENESS & ADVOCACY: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; SEE SCHEDULE O FOR ADDITIONAL NARRATIVE ON PROGRAM GRANTS & AWARENESS.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.ORGANIZATIONS WERE FUNDED UNDER THE NATIONAL GRANTS PROGRAM, INCLUDING THE ALLIANCE FOR CHILDREN'S RIGHTS, AMERICAN BAR ASSOCIATION FUND FOR JUSTICE AND EDUCATION, CONGRESSIONAL COALITION ON ADOPTION INSTITUTE, CENTER FOR THE RIGHTS OF ABUSED CHILDREN, CHILD WELFARE LEAGUE OF AMERICA, JUSTCHOICE, FAMILY TO FAMILY SUPPORT NETWORK, FOSTERING CHANGE FOR CHILDREN, FOSTERING MEDIA CONNECTIONS, GENERATIONS UNTIED, KENT STATE UNIVERSITY FOUNDATION, NATIONAL ADOPTION ASSOCIATION, NATIONAL COUNCIL FOR ADOPTION, SECOND NURTURE, THINK OF US, TREEHOUSE FOUNDATION, UNIVERSITY OF CONNECTICUT, AND VOICE FOR ADOPTION. 1212003 1200000 POST ADOPTION:ROBUST 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. SEE SCHEDULE O FOR ADDITIONAL NARRATIVE ON PROGRAM GRANTS & AWARENESS.IN ADDITION, THE FOUNDATION HAS FUNDED THE CENTER FOR ADOPTION SUPPORT AND EDUCATION (BURTONSVILLE, MD) TO SUPPORT THE CONTINUED EXPANSION OF A TRAINING FOR ADOPTION-COMPETENT MENTAL HEALTH PROVIDERS; HAS FUNDED FAMILIES RISING TO PROVIDE ADVOCACY AND LEGISLATION AROUND ADOPTION TAX CREDITS AND SUBSIDIES TO SUPPORT FAMILIES POST-ADOPTION; HAS FUNDED ADOPTEE MENTORING SOCIETY TO SUPPORT A MENTORING PROGRAM FOR ADOPTEES AND; FUNDED ADOPT AMERICA NETWORK, ADOPTIVE AND FOSTER FAMILY COALITION OF NEW YORK, AID TO ADOPTION OF SPECIAL KIDS, LUND FAMILY CENTER, CARING FOR KIDS, CHILDREN'S NETWORK OF SOUTHWEST FLORIDA, LUTHERAN FAMILY SERVICES OF NEBRASKA, ADOPTION RHODE ISLAND, BETHANY CHRISTAN SERVICES OF GEORGIA, RAISE THE FUTURE, AND STANDFORD SIERRA YOUTH AND FAMILIES TO PROVIDE POST-ADOPTION SUPPORTS TO WWK FAMILIES. 439249 0 0 OTHER PROGRAMS:ADOPTION-FRIENDLY WORKPLACE:EXPENSES $384,677 INCLUDING GRANTS OF $0 REVENUE $0IN 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.NATIONAL ADOPTION MONTH AND DAY:EXPENSES $54,572 INCLUDING GRANTS OF $0 REVENUE $0NOVEMBER 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. 439249 0 0 43863452 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 31 0 1 79 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 23 22 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 LA MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI 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 489694 0 16133 ROBERT GEEN CHAIRMAN 1.00 0.00 X X 0 0 0 KRIS KAFFENBARGER VICE CHAIR 1.00 0.00 X X 0 0 0 DEEPAK AJMANI VICE CHAIR (EXIT 8/24) 1.00 0.00 X X 0 0 0 MIKE O'MALLEY SECRETARY 1.00 0.00 X X 0 0 0 RICHARD KRUMHOLZ TREASURER 1.00 0.00 X X 0 0 0 JULIE BIESZCZAT TRUSTEE 1.00 0.00 X 0 0 0 LAURA BUTRICO TRUSTEE 1.00 0.00 X 0 0 0 RASHEEDA CLARK TRUSTEE (ENTER 1/25) 1.00 0.00 X 0 0 0 ERIC DALY TRUSTEE 1.00 0.00 X 0 0 0 PAMELA FARBER TRUSTEE 1.00 0.00 X 0 0 0 JELANI FREEMAN TRUSTEE 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 CARLOS RIBAS TRUSTEE (ENTER 1/25) 1.00 0.00 X 0 0 0 TERRY STIGDON TRUSTEE 1.00 0.00 X 0 0 0 PETE SUERKEN TRUSTEE 1.00 0.00 X 0 0 0 KIRK TANNER TRUSTEE (ENTER 9/24) 1.00 0.00 X 0 0 0 MICHAEL WELCH TRUSTEE 1.00 0.00 X 0 0 0 TAMIKA WILLIAMS TRUSTEE 1.00 0.00 X 0 0 0 MIKE ZAK TRUSTEE (EXIT 12/24) 1.00 0.00 X 0 0 0 ERIC SPIRES SVP, CFO 40.00 0.00 X 204390 0 31478 JENNIFER JUSTICE SVP, STRATEGIC PROGRAM DEVELOPMENT 40.00 0.00 X 230848 0 34686 JILL CRUMBACHER SVP, MARKETING & DEVELOPMENT 40.00 0.00 X 228821 0 34011 MELINDA HAGGERTY SVP, GENERAL COUNSEL 40.00 0.00 X 222366 0 31344 DAVID FRISSORA SVP, BUSINESS DEVELOPMENT(EXIT 9/24) 40.00 0.00 X 153825 0 25151 HEATHER MILLER SVP, HUMAN RESOURCES 40.00 0.00 X 160238 0 30312 JULIANNE NICHOLS VP, MARKETING & COMMUNICATIONS 40.00 0.00 X 162379 0 22046 DEAN BRING VP, DEVELOPMENT 40.00 0.00 X 150331 0 28483 ANDREA GLASS VP, PROGRAMS 40.00 0.00 X 153803 0 24265 ANDREA WILLIAMS VP, TRAINING 40.00 0.00 X 132370 0 24631 2289065 0 302540 14 0 1 0 AVALON CONSULTING GROUP INC 1011 BAY RIDGE AVENUE ANNAPOLIS MD 21403 FUNDRAISING CONSULTANT 1290855 FENTON COMMUNICATIONS INC 630 NINTH AVENUE SUITE 910 NEW YORK NY 10036 CHILD WELFARE COMMUNICATIONS 654000 PRODUCTION SOLUTIONS 1953 GALLOWS ROAD SUITE 500 VIENNA VA 22182 APPEALS PRINTING & POSTAGE 569419 CHILD TRENDS INC 12300 TWINBROOK PARKWAY SUITE 235 ROCKVILLE MD 20852 DATABASE MANAGEMENT 438269 FAHLGREN MORTINE 4031 EASTON STATION SUITE 300 COLUMBUS OH 43220 ADOPTION FRIENDLY WORKPLACE ADVERTISING 339348 19 1732 63181 12630436 39812372 50448 52507721 PROGRAM SERVICE ASSISTANCE 900099 151345 151345 151345 3052720 -11231 3063951 69247649 63695444 5552205 5552205 5552205 546717 63181 189235 357482 357482 61621473 151345 -11231 8973638 31413334 31413334 151345 151345 1753845 675241 836218 242386 6113153 3476604 1396797 1239752 234856 126484 66607 41765 1364832 764792 374784 225256 451307 240817 124745 85745 69385 69385 3359 3359 2533930 2533930 275398 275398 48491 48491 4258562 4218527 30670 9365 250578 80799 36515 133264 1161301 907878 253423 458752 261960 114064 82728 258531 136070 966 121495 46237 17060 28187 990 376533 214059 99744 62730 72065 72065 PROGRAM TRAINING 749937 749937 FUNDRAISING EXPENSE 330134 330134 ADVOCACY EXPENSES 253751 253751 RESEARCH & PROGRAM EVAL 161625 161625 69673 13169 48445 8059 52860914 43863452 3879863 5117599 24283 38420 21426014 20430827 2279579 4068652 111645 31460 156596 349417 9086650 2301595 6545701 6785055 76735983 85490516 54575 111855 107334376 117306202 311437 538942 6151660 6547131 16500 0 573639 734061 7053236 7820134 X 97012578 108823003 3268562 663065 100281140 109486068 107334376 117306202 X 8760559 -2189846 2634215 X X 0 1 X 1 0 X 38616876 44482325 48712466 51321470 52507721 235640858 38616876 44482325 48712466 51321470 52507721 235640858 47240549 188400309 270192 379850 1619634 2872153 3063951 8205780 51900 702124 429010 362022 346251 1891307 245737945 648954 0.76670 0.77880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 3359 3359 43860093 43863452 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 3429 1143 3359 7931 250000 250000 250000 250000 1000000 1500000 5260286 561785 147600 5674471 4697013 703589 140316 5260286 4381454 15000 431589 131030 4697013 5078408 25000 -613954 108000 4381454 4084609 1102799 109000 5078408 1.00000 0.00000 0.00000 0 0 7807822 1246570 6561252 164612 164612 0 1114216 890413 223803 6785055 ACCRUED LIABILITIES 734061 734061 X 108556166 -2189846 49210702 189235 47210091 61346075 275398 275398 61621473 99351238 49210702 189235 49399937 49951301 275398 2634215 2909613 52860914 PART V, LINE 4: THE FOUNDATION'S QUASI-ENDOWMENT WAS ESTABLISHED IN 2017 AND CONSISTS OF VARIOUS INVESTMENT FUNDS ESTABLISHED PRIMARILY FOR THE SUPPORT OF THE FOUNDATION'S MISSION. ITS QUASI-ENDOWMENT REPRESENTS BOARD-DESIGNATED ENDOWMENT FUNDS. AS REQUIRED BY U.S. GAAP, 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 INVESTMENT AND QUASI-ENDOWMENT INVESTMENT REPRESENT THE ENDOWMENT FUNDS. THE FOUNDATION MANAGES ITS ENDOWMENT FUNDS IN ACCORDANCE WITH UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT, WHICH PERMITS A NONPROFIT ORGANIZATION TO APPROPRIATE INVESTMENT INCOME AND APPRECIATION ON ENDOWMENT FUNDS FOR OPERATIONS IN ABSENCE OF DONOR RESTRICTIONS. ANNUAL DISTRIBUTIONS ARE 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 PROCEEDING 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 OUTLINES A PHILOSOPHY AND ATTITUDE THAT GUIDES 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. PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON TRADE OR BUSINESS PROFITS GENERATED BY ACTIVITIES RELATED TO THE FOUNDATION'S EXEMPT FUNCTION. THE FOUNDATION MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES FOR PROFITS GENERATED FROM TRADE OR BUSINESS ACTIVITIES UNRELATED TO THE FOUNDATION'S EXEMPT FUNCTION. THE FOUNDATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS, IDENTIFY AND REPORT UNRELATED BUSINESS INCOME AND DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS. AS OF JUNE 30, 2025 AND 2024, THE FOUNDATION BELIEVES THAT IT HAS NOT GENERATED ANY UNRELATED BUSINESS TAXABLE INCOME. THE FOUNDATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WOULD BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON EXAMINATION. INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS ARE CLASSIFIED AS INCOME TAX EXPENSE. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES - DEDUCTED AGAINST INCOME 189,235. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES - DEDUCTED AGAINST INCOME 189,235. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT RECOVERY 2,634,215. 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTMAKING N/A 151345 0 0 0 0 0 0 151345 0 151345 NORTH AMERICA GENERAL GRANT 151345 WIRE 0 N/A N/A 1 0 0 0 0 0 0 0 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 AVALON CONSULTING GROUP 1011 BAY RIDGE AVENUE UNIT 323 ANNAPOLIS MD 21403 PROFESSIONAL FUNDRAISING CONSULTANT 0 1307005 2681603 -1374598 1307005 2681603 -1374598 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 315352 63181 252171 78296 NY GALA 294546 294546 34605 33700 42634 609898 63181 546717 34605 33700 120930 189235 357482 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 INCLUDED IN PART IX, FUNCTIONAL EXPENSES, LINE 11E. 1 4KIDS4FAMILIES 2929 FM 2920 SPRING TX 77388 882325729 501(C)(3) 210000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANT ABBOTT HOUSE 100 NORTH BROADWAY IRVINGTON NY 10533 131991946 501(C)(3) 30000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANT ADOPT AMERICA NETWORK INC 3100 W CENTRAL AVENUE SUITE 225 TOLEDO OH 43606 341396924 501(C)(3) 1186500 0 N/A N/A WENDY'S WONDERFUL KIDS & POST-PERMANENCY GRANTS ADOPTEE MENTORING SOCIETY 1424 11TH AVENUE SUITE 400 SEATTLE WA 98122 872306907 501(C)(3) 40000 0 N/A N/A GENERAL GRANT ADOPTION CONNECTION PA 700 TURNPIKE STREET BEAVER PA 15009 262114941 501(C)(3) 131250 0 N/A N/A WENDY'S WONDERFUL KIDS GRANT ADOPTION RHODE ISLAND 290 W EXCHANGE ST PROVIDENCE RI 02903 222543833 501(C)(3) 225000 0 N/A N/A WENDY'S WONDERFUL KIDS & POST-PERMANENCY GRANTS ADOPTIVE AND FOSTER FAMILY COALITION OF NEW YORK 108 MAIN STREET SUITE 5 NEW PALTZ NY 12561 510194916 501(C)(3) 75000 0 N/A N/A GENERAL GRANT AID TO ADOPTION OF SPECIAL KIDS ARIZONA 2320 NORTH 20TH STREET PHOENIX AZ 85006 860611935 501(C)(3) 375000 0 N/A N/A WENDY'S WONDERFUL KIDS & POST-PERMANENCY GRANTS ALASKA ADOPTION SERVICES 471 W 36TH AVENUE SUITE 201 ANCHORAGE AK 99503 841831744 501(C)(3) 75000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANT ALL KIDS & FAMILIES THRIVE INC 208 BROOKLYN ROAD CANTERBURY CT 06331 333189470 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 GRANT ALLIANCE FOR CHILDREN'S RIGHTS 4525 WILSHIRE BLVD SUITE 150 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 200 CULVER CITY CA 90230 954117747 501(C)(3) 225000 0 N/A N/A WENDY'S WONDERFUL KIDS GRANT AMERICAN BAR ASSOCIATION 321 N CLARK STREET CHICAGO IL 60654 366110299 501(C)(3) 50000 0 N/A N/A NATIONAL GRANT BEECH ACRES PARENTING CENTER 615 ELSINORE 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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 X 0 0 0 0 0 0 0 1 0 RITA L SORONEN PRESIDENT & CEO 383286 0 94759 0 11649 0 9721 0 6412 0 505827 0 0 0 JENNIFER JUSTICE SVP, STRATEGIC PROGRAM DEVELOPMENT 205856 0 24000 0 992 0 10442 0 24244 0 265534 0 0 0 JILL CRUMBACHER SVP, MARKETING & DEVELOPMENT 204475 0 24000 0 346 0 10391 0 23620 0 262832 0 0 0 MELINDA HAGGERTY SVP, GENERAL COUNSEL 198158 0 24000 0 208 0 10375 0 20969 0 253710 0 0 0 ERIC SPIRES SVP, CFO 180159 0 24000 0 231 0 9265 0 22213 0 235868 0 0 0 HEATHER MILLER SVP, HUMAN RESOURCES 135096 0 24000 0 1142 0 5446 0 24866 0 190550 0 0 0 JULIANNE NICHOLS VP, MARKETING & COMMUNICATIONS 145033 0 17000 0 346 0 7348 0 14698 0 184425 0 0 0 DAVID FRISSORA SVP, BUSINESS DEVELOPMENT(EXIT 9/24) 129401 0 24000 0 424 0 7510 0 17641 0 178976 0 0 0 DEAN BRING VP, DEVELOPMENT 133100 0 17000 0 231 0 6822 0 21661 0 178814 0 0 0 ANDREA GLASS VP, PROGRAMS 135661 0 17000 0 1142 0 6757 0 17508 0 178068 0 0 0 ANDREA WILLIAMS VP, TRAINING 111765 0 17000 0 3605 0 3605 0 21026 0 157001 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. PART I, LINE 7 THE PRESIDENT & CEO RECEIVED A BONUS OF $94,759. THE SVP, STRATEGIC PROGRAM DEVELOPMENT RECEIVED A BONUS OF $24,000. THE SVP, MARKETING & DEVELOPMENT RECEIVED A BONUS OF $24,000. THE SVP, GENERAL COUNSEL RECEIVED A BONUS OF $24,000. THE SVP, CFO RECEIVED A BONUS OF $24,000. THE SVP, HUMAN RESOURCES RECEIVED A BONUS OF $24,000. THE VP, MARKETING & COMMUNICATIONS RECEIVED A BONUS OF $17,000 THE SVP, BUSINESS DEVELOPMENT RECEIVED A BONUS OF $24,000. THE VP, DEVELOPMENT RECEIVED A BONUS OF $17,000. THE VP, PROGRAMS RECEIVED A BONUS OF $17,000. THE VP, TRAINING RECEIVED A BONUS OF $17,000. X 6 50448 FAIR MARKET VALUE 0 0 1 1 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 HAVE A FAMILY RELATIONSHIP. 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 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 BOARD ALSO USES AN INDEPENDENT COMPENSATION CONSULTANT. 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 2,634,215. 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 151345 FMV DAVE THOMAS FOUNDATION FOR ADOPTION CANADA L 151345 FMV