2026-05-08T06:02:56-05:00 2025-06-30 420714325 RSM US LLP 919 EAST MAIN STREET SUITE 1800 RICHMOND VA 23219 990 2024-07-01 136143845 THE WILLIAM J GIES FOUNDATION FOR THE ADVANCEMENT OF DENTISTRY OF THE ADEA WILL 2022897201 555 12TH STREET NW WASHINGTON DC 20004 KAREN P WEST DMD PRESIDENT AND CEO 2022897201 2026-04-30 1 0 MEREDITH BELL P01696827 8042822121 2026-04-30 2024 2025-03-06 01:10:19Z X KAREN P WEST DMD 555 12TH STREET NW WASHINGTON DC 20004 442388 0 X WWW.ADEAGIESFOUNDATION.ORG X 1950 NY TO ENHANCE THE ORAL HEALTH OF THE PUBLIC BY SUPPORTING DENTAL EDUCATION AND RESEARCH. 15 12 0 300 0 0 164910 265671 0 0 181477 145510 0 0 346387 411181 205377 235926 0 0 0 0 0 0 7988 56208 77642 261585 313568 84802 97613 6053205 6912831 2040110 2319663 4013095 4593168 TO LEAD AND SUPPORT THE HEALTH PROFESSIONS COMMUNITY IN PREPARING FUTURE-READY ORAL HEALTH PROFESSIONALS. 0 0 236069 235926 THE WILLIAM J. GIES FOUNDATION FOR THE ADVANCEMENT OF DENTISTRY OF THE ADEA PROVIDES GRANTS TO IMPROVE THE ORAL HEALTH OF THE PUBLIC THROUGH THE SUPPORT OF DENTAL EDUCATION INSTITUTIONS; THE ENCOURAGEMENT OF LIFELONG LEARNING; AND THE RECOGNITION OF SCHOLARLY ACHIEVEMENT, PROFESSIONAL ETHICS AND VALUES, AND PUBLICATIONS IN DENTAL EDUCATION AND RESEARCH. 236069 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 12 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X CHRIS CARR 2022897201 555 12TH STREET NW WASHINGTON DC 20004 DR KAREN WEST PRESIDENT AND CEO, ADEA 1.00 35.00 X X 0 584121 54229 DR MARSHA PYLE PRESIDENT 1.00 35.00 X 0 387641 45000 DR LISA TEDESCO CHAIR 1.00 0.00 X 0 0 0 DR ALLAN J FORMICOLA HONORARY TRUSTEE 1.00 0.00 X 0 0 0 DR MARCELO ARAUJO TRUSTEE 1.00 0.00 X 0 0 0 DR PATRICIA BLANTON TRUSTEE 1.00 0.00 X 0 0 0 DR COLLEEN BRICKLE TRUSTEE 1.00 0.00 X 0 0 0 DR PATRICK J FERRILLO TRUSTEE 1.00 0.00 X 0 0 0 DR HAZEL HARPER TRUSTEE 1.00 0.00 X 0 0 0 DR SUSAN H KASS TRUSTEE 1.00 2.00 X 0 25000 0 DR JAMES B MACHEN TRUSTEE 1.00 0.00 X 0 0 0 DR RONNIE MYERS TRUSTEE 1.00 0.00 X 0 0 0 DR GARY J PICKARD TRUSTEE 1.00 0.00 X 0 0 0 DR RICK WORKMAN TRUSTEE 1.00 0.00 X 0 0 0 STEPHEN E THORNE IV TRUSTEE 1.00 0.00 X 0 0 0 CHRISTOPHER CARR CHIEF FINANCIAL OFFICER 5.00 35.00 X 0 326460 64033 0 1323222 163262 0 0 1 0 0 265671 265671 144846 144846 31871 31207 664 664 664 411181 0 0 145510 235926 235926 11025 11025 31858 31858 2476 2476 1479 98 234 1147 2356 45 1412 899 5902 5902 80 80 21701 15759 5942 TRADEMARK & CORP FEES 500 500 FLOWERS/GIFTS/DONATIONS 265 265 313568 236069 69511 7988 552893 812420 11549 9549 2352 2352 0 0 1065960 1522897 4234053 4373215 188750 194750 6053205 6912831 10001 10002 2030109 2309661 2040110 2319663 X 3806405 4374353 206690 218815 4013095 4593168 6053205 6912831 97613 482460 0 X X 0 1 X 1 0 X 69699 323975 47770 164910 265671 872025 69699 323975 47770 164910 265671 872025 212804 659221 76791 166752 149332 127822 144846 665543 1000 1000 1538568 0.42850 0.41630 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2022 AMOUNT: $ 1,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2352 2352 0 0 DFA EMERG MRKTS PORT 497934 F DFA US CORE EQUITY 1 2450011 F VANGRD FTSE DEV MRKTS ETF 571525 F VANGRD TOTAL BOND 853745 F 4373215 DUE TO AFFILIATE 2309661 2309661 1 UNIVERSITY OF MARYLAND BALTIMORE 220 ARCH ST OFFICE LEVEL 2 BALTIMORE MD 21201 526002033 501(C)(3) 18000 0 TUITION SCHOLARSHIP UNIVERSITY OF MISSISSIPPI MEDICAL CENTER 2500 NORTH STATE ST JACKSON MO 392164505 646008520 501(C)(3) 10000 0 TUITION SCHOLARSHIP UNIVERSITY OF ILLINOIS FOUNDATION 1305 WEST GREEN STREET URBANA IL 618012900 376006007 501(C)(3) 10000 0 TUITION SCHOLARSHIP MIDWESTERN UNIVERSITY 555 31ST STREET DOWNERS GROVE IL 60515 363377698 501(C)(3) 15000 0 TUITION SCHOLARSHIP REGENTS OF THE UNIV OF CA-SD 9500 GILMAN DRIVE MC 0955 LA JOLLA CA 920930953 956006144 501(C)(3) 55000 0 TUITION SCHOLARSHIP RESEARCH FOUNDATION STATE UNIVERSITY OF NEW YORK PO BOX 9 ALBANY NY 122010009 141368361 501(C)(3) 10000 0 TUITION SCHOLARSHIP AUGUSTA UNIV RESEARCH INSTITUTE INC PO BOX 945552 ATLANTA GA 303945552 581418202 501(C)(3) 10000 0 TUITION SCHOLARSHIP BELL LEADERSHIP INSTITUTE PO BOX 572 CHAPEL HILL NC 27514 561013689 94050 0 TUITION SCHOLARSHIP 7 1 PART I, LINE 2: APPLICANTS MUST FIRST SUBMIT A LETTER OF INTENT BRIEFLY STATING THE FOLLOWING: PURPOSE AND OBJECTIVES OF THE PROJECT, FUNDING REQUESTED, AND LENGTH OF FUNDING REQUEST. IF THE APPLICANT IS INVITED TO SUBMIT A FULL PROPOSAL HE/SHE MUST PROVIDE THE FOLLOWING: NAME, LEGAL ORGANIZATION, PROJECT TITLE AND PURPOSE, PROJECT OBJECTIVES, PROJECT ACTIVITIES, A BUDGET, LENGTH OF FUNDING REQUEST, ANTICIPATED OUTCOMES AND MEANS TO MEASURE AND ASSESS OUTCOMES, PERSONNEL RESOURCES REQUIRED, AND SUSTAINABILITY OF THE PROJECT AFTER THE GRANT PERIOD HAS ENDED. THE FOUNDATION IS INTERESTED IN RECEIVING APPLICATIONS FOR GRANTS THAT SUPPORT EDUCATIONAL AND RESEARCH DEVELOPMENT IN ACADEMIC DENTISTRY, SUPPORT LIFELONG LEARNING, AND PROVIDE OPPORTUNITIES FOR RECOGNITION AND SUPPORT OF QUALITY JOURNALISM IN DENTAL LITERATURE, RECOGNITION OF SCIENTIFIC AND/OR OTHER ACHIEVEMENT WITHIN THE RECOGNIZED DENTAL SPECIALTIES, AND/OR STUDENT ACHIEVEMENT IN SERVICE, ORAL HEALTH EDUCATION OR RESEARCH. APPROXIMATELY THREE TO FIVE PROPOSALS ARE FUNDED ANNUALLY. 0 0 0 0 0 0 0 0 0 DR KAREN WEST PRESIDENT AND CEO, ADEA 0 552919 0 29923 0 1279 0 34500 0 19729 0 638350 0 0 DR MARSHA PYLE PRESIDENT 0 370512 0 16500 0 629 0 34500 0 10500 0 432641 0 0 CHRISTOPHER CARR CHIEF FINANCIAL OFFICER 0 304164 0 21500 0 796 0 34500 0 29533 0 390493 0 0 PART I, LINE 3: THE AMERICAN DENTAL EDUCATION ASSOCIATION USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR: COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION STUDY OR SURVEY, FORM 990 OF OTHER ORGANIZATIONS, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7A THE PERMANENT BOARD OF TRUSTEES SHALL CONSIST OF AT LEAST SEVEN PERSONS. OF THESE, ONE SHALL BE THE PAST PRESIDENT OF ADEA, ONE SHALL BE THE EXECUTIVE DIRECTOR OF ADEA, AND ONE SHALL BE APPOINTED BY THE ADEA BOARD OF DIRECTORS (BUT MAY NOT BE A MEMBER OF THE ADEA BOARD OF DIRECTORS). OF THE REMAINING POSITIONS ON THE PERMANENT BOARD, THE ADEA HOUSE OF DELEGATES SHALL ELECT THAT NUMBER OF INDIVIDUALS NECESSARY TO GIVE ADEA APPOINTEES A SIMPLE MAJORITY, AND THE MEMBERS OF THE FOUNDATION BOARD SHALL ELECT THE REMAINING TRUSTEES, NONE OF WHOM MAY BE A MEMBER OF THE ADEA BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS DISTRIBUTED TO THE ADEA FINANCE COMMITTEE AND BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS. ALL COMMENTS ARE ADDRESSED BEFORE THE FINAL COPY IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION'S OFFICERS, DIRECTORS, AND TRUSTEES ARE REQUIRED TO DISCLOSE ANNUALLY ANY POTENTIAL CONFLICTS OF INTEREST, INCLUDING THOSE WITH VENDORS. ANY CONFLICTS THAT COME TO THE ATTENTION OF THE BOARD OF TRUSTEES ARE DISCUSSED AND RESOLVED ACCORDING TO THE FOUNDATION'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYEES OF THE AMERICAN DENTAL EDUCATION ASSOCIATION (ADEA), AN AFFILIATED ORGANIZATION EXEMPT UNDER 501(C)(3), AND THE COST OF SALARIES AND FRINGE BENEFITS ARE ALLOCATED UNDER THE TERMS OF A COST SHARING ARRANGEMENT BASED ON THE LEVEL OF EFFORT. COMPENSATION OF THESE INDIVIDUALS WAS DETERMINED UNDER ADEA'S POLICIES AND PROCEDURES WHICH SATISFIED THESE PROVISIONS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. AMERICAN DENTAL EDUCATION ASSOCIATION 655 K STREET NW SUITE 800 WASHINGTON DC 20001 911993281 DENTAL HEALTH EDUCATION DC 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0