2009 Annual Report

FISCAL YEAR JULY 1, 2008 TO JUNE 30, 2009 Every Child Deserves a Family 2009 Annual Report

Vision Every child will have a permanent home and a loving family.

Mission The Foundation will dramatically increase the number of of waiting children from North America’s systems.

Core Values The Dave Thomas Foundation for exists to be an agent of change in the lives of children in North America waiting to be adopted out of foster Letter from care. The Foundation views the urgency Executive Director and President 3 of this issue through the eyes of these Signature Programs 4 children, and is dedicated to three Awareness and Advocacy 6 critical core beliefs: National Grants 8 • Every child deserves to live in a safe, Special Events 10 loving and permanent family. Donor Recognition 11 • No child should linger in foster care or Auction Participants 13 leave the system at age 18 without a Statement of Financial Position 14 family of their own. Statement of Activities • Every child is adoptable. and Changes in Net Assets 15 Dear Friends

Our founder, Dave Thomas, often said of our work, “If we get one child adopted, it will be worth it.” In 2009, we celebrated not one, but thousands of adoptions of children from foster care as a result of our signature programs and awareness efforts, as the Foundation: • Reached the milestone of 1,000 adoptions through our signature program, Wendy’s Wonderful Kids, which finds families for the most vulnerable children in more than 120 cities across the and Canada with an investment of more than $7 million annually. • Celebrated the finalization of 4,500 adoptions of children from foster care as a leader and founding member of the National Adoption Day initiative. • Moved people to consider adoption and dispelled misperceptions about waiting children with a powerful new public service announcement, “I’m Just a Kid.” • Used posters, media relations efforts, electronic and social media campaigns and foster care adoption awareness toolkits to share information with millions of viewers, readers and listeners. • Provided a new educational resource for the adoption community, adoptive parents and waiting teens with the video, “Every Child Is Adoptable.” • Gave our free publication, A Child is Waiting: A Step-by-Step Guide to Adoption, to more than 90,000 potential adoptive parents. • Worked with Wendy’s restaurants, and a host of national partners, to engage Americans in the cause of foster care adoption, including Wendy’s coin canisters, Halloween Coupon Books, 3-Tour Challenge Golf Tournament and Father’s Day Frosty Weekend with actress Eva Longoria. • Partnered with CBS on the annual foster care adoption television special, “A Home for the Holidays,” which featured Faith Hill, Carrie Underwood, Mary J. Blige and Nia Vardalos and moved thousand to action. • Helped employers establish adoption benefits for 457,000 employees and recognized the nation’s best employers through the third annual 100 Best Adoption-Friendly Workplaces List. On behalf of the children who now have forever families, and those we continue to serve, we thank you. It is with your support that we come closer each day to our vision of a family for every child.

All good wishes,

Rita L. Soronen Denny Lynch Executive Director President, Board of Trustees

3

Our Signature Programs Focus on Finding a Family for Every Child

SIGNATURE PROGRAMS “These children are not WENDY’S WONDERFUL KIDS Finding families – one child at a time

someone else’s responsibility. Wendy’s Wonderful Kids, a signature program of the Foundation, is making a difference for thousands of They are our responsibility.” children – one child at a time. This year, the Foundation awarded more than $7 million in grants to public and — Dave Thomas private adoption agencies to hire adoption professionals who execute aggressive, child-focused recruitment programs targeted exclusively on moving children from foster care into adoptive families. Since the program began in 2004, more than 4,800 children have been served. This year, 122 Wendy’s Wonderful Kids recruiters worked for children in all 50 states, the District of Columbia and throughout Canada, and we celebrated the milestone of more than 1,000 children adopted as a result of Wendy’s Wonderful Kids.

Our Signature Programs Focus on Finding a Family for Every Child

NATIONAL GRANTMAKING “A HOME FOR THE HOLIDAYS” TELEVISION SPECIAL Supporting innovation on behalf of children Moving viewers to adopt

The Foundation awards grants to support programs that This powerful special on CBS features foster care aggressively promote the adoption of foster care children in adoption stories, children who are waiting to be adopted, the United States. This year, the Dave Thomas Foundation and musical performances by some of America’s most for Adoption distributed $405,000 in critical funds to five popular artists. The Dave Thomas Foundation for Adoption, national organizations. Wendy’s®, Children’s Action Network and Triage Productions were proud to present the 10th anniversary telecast this year. Since 1999, this heartwarming holiday special has ADOPTION-FRIENDLY WORKPLACE generated tens of thousands of calls to the Foundation Removing barriers to adoption from viewers moved to action. The Adoption-Friendly Workplace program makes it possible for parents to have the time and support they need to adopt. This signature program, launched in 1992 by Dave Thomas, encourages employers to offer adoption “When I was adopted, benefits such as financial reimbursement and paid leave to employees who adopt, and celebrates those employers I felt like I was given a who offer benefits. The Foundation provides free toolkits and expert technical assistance to establish an adoption second chance on life” benefits policy, and issues an annual list of the nation’s “100 Best Adoption-Friendly Workplaces.” This year, the program — Daniel, age 16 resulted in employers making adoption benefits available to a total of 457,000 employees. 5 FOSTER CARE ADOPTION AWARENESS

The Foundation provides more than 150,000 free booklets, posters, toolkits, public service announcements and videos to potential adoptive parents, adoption professionals, corporations and community groups each year; promotes foster Foster Care Adoption care adoption through the media and in Wendy’s restaurants; and promotes policies and practices Awareness and Advocacy that make the adoption process more streamlined, accessible and affordable. Highlighting the urgent need for foster care adoption and providing free resources to inform and persuade

A Child is Waiting: A Step-by-Step Guide to Adoption

This year, the Dave Thomas Foundation for Adoption distributed, free of charge, more than 90,000 copies to those considering adoption. The guide provides a user-friendly road map to navigate the process of adoption, and is available in Spanish and for prospective Canadian adoptive parents. Foster Care Adoption Videos and Public Service National Adoption Month Announcements November has been designated by the U.S. Congress The Foundation distributed more than 16,000 free videos as National Adoption Awareness Month. The Foundation and public service announcements this year to inform and leads a national grass roots effort to raise awareness educate professionals, parents, the media and the public on about foster care adoption by providing tools, ideas foster care adoption. The Foundation currently offers five and expertise to individuals and organizations to spread different educational videos and five powerful public service the word in their local communities. The Foundation announcements. This year, the Foundation released “I’m produced and distributed 11,000 “Foster Care Adoption Just a Kid!,” a new broadcast public service announcement Awareness Toolkits” free of charge. The toolkit contains a highlighting the dreams of children in foster care and CD-ROM with templates and resources, two new posters, dispelling misperceptions about adoption. and the Foundation’s Step-by-Step Guide to Adoption.

National Adoption Day

The Dave Thomas Foundation for Adoption works with a six-member Coalition to lead National Adoption Day, a day of celebration of adoptive families and an opportunity for courts to open their doors and finalize the adoptions of children from foster care. Since 2000, more than 25,000 children have had their adoptions finalized on National Adoption Day. This year, 4,500 children were adopted as more than 350 events were held in all 50 states, the District of Columbia and Puerto Rico, bringing families, adoption advocates, policy makers, judges and volunteers together to celebrate adoption and draw Americans’ attention to the 129,000 children still waiting for families.

7 Grantmaking: Funding Aggressive Efforts to Find Families for Waiting Children

NATIONAL GRANTEES WENDY’S WONDERFUL KIDS PROGRAM DELAWARE Adoption Center of Delaware Valley GRANTEES This year, the Foundation awarded $405,000 FLORIDA in critical funds to five national organizations The Foundation issued $7,045,000 in CHARLEE of Dade County working to move children from foster care grants to the following local adoption CHARLEE of Dade County, 2nd Recruiter Children’s Home Society of Florida into loving, permanent families. agencies this fiscal year. The grants fund Family Services of Metro Orlando, Inc. the dedicated recruitment efforts of Family Services of Metro Orlando, Inc. Adopt America Network 2nd Recruiter adoption professionals to find families (Toledo, OH) for national recruitment Family Support Services of North Florida, Inc. for the most vulnerable waiting children: Hillsborough Kids, Inc. of adoptive families for children with Hillsborough Kids, Inc., 2nd Recruiter complex needs. ALABAMA State of Alabama Department of Human GEORGIA Congressional Coalition on Resources Bethany Christian Services, Atlanta Adoption Institute (McLean, VA) Bethany Christian Services, Columbus to place college students, formerly ALASKA ROOTS… Planting Seeds to Secure Our State of Alaska Department of Health & Future, Inc. in foster care, with members of Social Services ROOTS… Planting Seeds to Secure Our Congress as summer interns. Future, Inc., 2nd Recruiter ARIZONA National Center for Adoption Aid to Adoption of Special Kids (AASK) HAWAII Law & Policy (Columbus, OH) Aid to Adoption of Special Kids (AASK), Catholic Charities Hawaii 2nd Recruiter for curriculum Catholic Community Services of Southern IDAHO development and national Arizona, Inc. Special Needs Adoptive Parent Services. Inc. adoption initiatives. Special Needs Adoptive Parent Services. Inc., ARKANSAS 2nd Recruiter North American Council on Arkansas Department of Health and Human Services ILLINOIS Adoptable Children (St. Paul, MN) ChildServ for an adoption subsidy resource CALIFORNIA Casa Central Social Service Corporation center and advocacy for adoption Family Builders By Adoption assistance in the U.S. and Canada. Kinship Center INDIANA Kinship Center, 2nd Recruiter Children’s Bureau, Inc. The Villages of Indiana, Inc. The University of Maryland Sierra Adoption Services, Inc.

Baltimore Foundation, Inc. COLORADO IOWA (Baltimore, MD) to evaluate the SAFE The Adoption Exchange Four Oaks Family and Children’s Services Home Study method in the context The Adoption Exchange, 2nd Recruiter KANSAS of child-focused recruitment. CONNECTICUT Kansas Children’s Service League Klingberg Family Centers KENTUCKY DISTRICT OF COLUMBIA Department for Community Based Services, D.C. Child and Family Services Agency, Special Needs Adoption Program The Center for Adoption Support and Department for Community Based Services, Education, fiscal agent Special Needs Adoption Program, 2nd Recruiter Grantmaking: Funding Aggressive Efforts to Find Families for Waiting Children

LOUISIANA NEW HAMPSHIRE RHODE ISLAND Volunteers of America of Greater New Orleans Bethany Christian Services Adoption Rhode Island Volunteers of America of North Louisiana NEW JERSEY SOUTH CAROLINA MAINE Children’s Aid and Family Services Family Service Center International Adoption Services Centre Adoption Center of Delaware Valley Family Service Center, 2nd Recruiter doing business as A Family for ME NEW MEXICO SOUTH DAKOTA MARYLAND The Adoption Exchange Children’s Home Society of South Dakota Diakon Lutheran Social Ministries NEW YORK TENNESSEE MASSACHUSETTS Children Awaiting Parents, Inc. Family and Children’s Service Massachusetts Adoption Resource Exchange, Inc. Children’s Home of the Wyoming Conference Family and Children’s Service, 2nd Recruiter Massachusetts Adoption Resource Exchange, Inc., Hillside Children’s Center 2nd Recruiter Jewish Child Care Association TEXAS New Yorkers for Children Adoption Coalition of Texas MICHIGAN You Gotta Believe! Lutheran Social Services of the South Family Service and Children’s Aid You Gotta Believe!, 2nd Recruiter Lutheran Social Services of the South, Spaulding for Children 2nd Recruiter Spaulding for Children, 2nd Recruiter NORTH CAROLINA Spaulding for Children St. Vincent Catholic Charities Children’s Home Society of North Carolina, Inc. Spaulding for Children, 2nd Recruiter Children’s Home Society of North Carolina, Inc., MINNESOTA 2nd Recruiter UTAH HOPE Adoption & Family Services Children’s Home Society of North Carolina, Inc., The Adoption Exchange International, Inc. 3rd Recruiter HOPE Adoption & Family Services VERMONT International, Inc., 2nd Recruiter NORTH DAKOTA Lund Family Center PATH Minnesota Catholic Charities North Dakota - AASK PATH Minnesota, 2nd Recruiter VIRGINIA OHIO Children’s Home Society of Virginia MISSISSIPPI Adopt America Network DePaul Community Resources Southern Christian Services for Children and Beech Brook United Methodist Family Services of Virginia Youth/Harden House Adoption Services Franklin County Children Services Mississippi Families for Kids Franklin County Children Services, 2nd Recruiter WASHINGTON Hamilton County Department of Job and Children’s Home Society of Washington MISSOURI Family Services Children’s Home Society of Washington, Cornerstones of Care Montgomery County Job and Family Services 2nd Recruiter Cornerstones of Care, 2nd Recruiter Northeast Ohio Adoption Services Foster Care Coalition of Greater St. Louis, Inc. WEST VIRGINIA Foster Care Coalition of Greater St. Louis, Inc., OKLAHOMA Mission West Virginia, Inc. 2nd Recruiter One Church, One Child, Inc. Mission West Virginia, Inc., 2nd Recruiter

MONTANA OREGON WISCONSIN St. John’s Lutheran Ministries Boys and Girls Aid Society of Oregon Adoption Resources of Wisconsin Catholic Social Services of Montana, Inc. Boys and Girls Aid Society of Oregon, 2nd Recruiter WYOMING NEBRASKA Wyoming Department of Family Services Adoption Links Worldwide PENNSYLVANIA Children’s Service Center of Wyoming Valley, Inc. Adoption Links Worldwide, 2nd Recruiter NOTE: The Foundation also managed five Wendy’s Diakon Lutheran Social Ministries Wonderful Kids grantees in two Canadian provinces. NEVADA Tabor Children’s Services, Inc. Funding for these grants is provided by the Dave Clark County Department of Family Services Tabor Children’s Services, Inc., 2nd Recruitor Thomas Foundation for Adoption Canada. Three Rivers Adoption Council 9 SPECIAL EVENTS

Organizations across the nation supported the mission of the Dave HELPING THE FOUNDATION Thomas Foundation for Adoption CHANGE A CHILD’S LIFE by hosting events to raise funds and awareness. The Dave Thomas Foundation for Adoption We extend our deep appreciation is profoundly grateful for the efforts for their hard work and commit- of Wendy’s and the generosity of its ment to changing the lives of customers. Wendy’s franchisees and waiting children. company-owned stores raised awareness of foster care adoption with in-store A Waiting Child Golf Classic Wendy’s Champions Skins Game posters and trayliners, and collaborated (Billings, MT) (Maui, HI) with customers to raise funds through coin Wendy’s of Montana PGA Tour, Inc. canisters, Halloween Coupon Books and The Briad Group Charity Golf Outing Wendy’s Charity Classic Father’s Day Frosty Weekend. We thank (Livingston, NJ) (Jackson, MI) each organization and individual who The Briad Group Stanton & Associates, Inc. supported these initiatives to change the Charity Golf Tournament Wendy’s Chili Open life of a child. (Columbus, GA) (Columbus, OH) Wendbus Corporation Westerville Sunrise Rotary

Dave Thomas Celebrity Cook-Off Wendy’s Walk for Kids (Cleveland, OH) (Binghamton, NY) Northeast Ohio Adoption Services WendPartners

Dave Thomas Golf Classic Wendy’s 3-Tour Challenge (Columbus, OH) (Las Vegas, NV) Columbus DMA

Dave Thomas Memorial Classic (Minneapolis, MN) FourCrown, Inc.

Italian Gathering Car Show (Dublin, OH) Wend Management Inc. DONORS Dave Thomas Celebrity Cookoff $500 AND ABOVE Carrie and John Boerio Bill Fairl Debra Alloway Amer Boukai The Dave Thomas Foundation for Hicks Sports Group, LLC Art Working Bowerston Shale Company Adoption deeply appreciates these International Paper Sharee and John Barker Lorraine and Thomas Chamberlin individuals and organizations Kansas City Brigade, Inc. Kate and Jason Bartalon Colleen Craven for their generous support this Liebert Corporation / Penny Black Brittanie Davis Emerson Network Power fiscal year: Kenneth Blair Lori and Kent Deimeke Macys.com, Inc. Gary Blumsohn Nancy G. DeMuch $100,000 AND ABOVE Sygma Network Cheryl Bowman Sheryl Doran Kerrii and Doug Anderson Matthew Terstriep Thomas Christ Michelle Dueringer Aramark Uniform Services / Westerville Sunrise Rotary Gary Cordner Michael A. Dyda Foundation Crest Uniform Curam Software Lorrie and John Feeman Rob Whittington Sandi and Jeff Coghlan Cynthia and Jeffrey DeGroff Johnathan R. Freeman Marx Survivor’s Trust Guillermo Del Solar Roberto Gonzalez $1,500 AND ABOVE Wendy’s/Arby’s Group Mona Desandro, the Estate of Travis Hartman Todd Casey Gamma Mu Chapeter of Alpha Karen and Ronald Ickes The Danford Foundation, Inc. $50,000 AND ABOVE Kappa Psi Fraternity Mary and Mark James Dorney Park & Wildwater Kingdom James Annenberg La Vea Eva Graham Anita and Robert Jennings Christopher Ferguson Charitable Foundation Marcie R. Hanes Margaret King Donald Gaertner Marzetti Company John Johnson Alan Lecrone William Lewis Nestlé Judith Krivak Laura Lemons Patricia Meid PGA Tour, Inc. / Transworld IMG Richard Laciano Craig Madanick Randall Mummert Ralph and Eileen Swett Foundation Cynthia and William Lancaster Michael McClure National Sign Systems Schreiber Foods, Inc. M Squared Consulting, Inc. Melvin Morgan Porchworthy Productions, LLC The Southard Foundation MacInnis Family Foundation Karen and Thomas Mueller Priority Foundation Wendy’s International Foundation Angela and Keith Marshall Colin Myron Amy and Bob Quinn Steve Meier Christie Robinson Relay Gear $25,000 AND ABOVE Wendy Morse Rocky Mountain Festivals, Inc. Rita L. Soronen Dill-Egelhoff Fund Paul Nagai Nancy Salyers Valley of the Sun United Way Jockey International New York Yankees Tampa Thomas and Mary L. Seitz Wendy’s of Bowling Green Inc. Foundation Wendy’s Wonderful Kids Jon Stipanovich Foundation Wild Adventures Piedmont Operating Partnership Judson L. Streicher Gordon Yocom Pisces Foods, L.P. Strictly Spanish $1,000 AND ABOVE Jose Sanchez Heidi and Benjamin Sylvester $10,000 AND ABOVE Anonymous Donor Joe Solano The Buccino Foundation Delphi Display Systems, Inc. Carla and Edward L. Austin St. Sebastian Parish School Jeanne Theis Fresh Mark, Inc. / Sugardale Foods Barry Baker Sara Studer Paul Walters Italian Gathering Bloomingdale’s Inc. Cathy and Joe Turner Jon Warbeck Jackson Hewitt Tax Service Robert Bolton Makeda Wallace John P. Westgate LegoLand Calfornia Fashion Food Corp. Erik Walschek William Wieninger Pam and Denny Lynch Fitzgerald+Co. Deanne Witt Alicia Willis Mary and Will Osborne David P. Lauer Barbara York World Courier Ground Phillies Florida Wyandot, Inc. $5,000 AND ABOVE I. Lorraine Thomas $250 AND ABOVE Renaissance Academy Anonymous Donor Sarah and Alex Watson Connie and Lawrence Ackert Boise Baseball LLC Wendy’s of Missouri, Inc. Ackroyd Family Foundation, Inc. City of Dublin John R. and Maria PV Young Akwen, LTD Darifair Foods, Inc. Family Foundation Madeline Blobe 11 $100 AND ABOVE Kelly Dehnert Wendy Huang Susan M. Myers Matthew A’Hearn Charlene and Paul Dent Mel Huang Lynn and Richard Nadler Jill Albano Michael and Joni Dingledine Debbie and James Huber National Computer Liquidators Inc. Michael Angelo Lee Anne Dobson Margaret D. Hughes Jason Near Nina Arceneaux James Doe Carolyn Ingram Adam Newberry Nicole Arens Kevin Donnelly Adam Iskander Sean Niklas Stephen Baclini Gregory Dunn Pamela Jasper Anne Nipp Lance Bagley William K. Durham Patricia and Milan Jeffers David Norman Randy Balamut Stephanie Edens Michael Johnson Robert Noseworthy Tim Baldwin Margot Edwards Denise and Paul Johnson Mary Oakley Bank of America, NA Robbin and Jim Edwards Free Johnson Charles Ocarz Lettree Battey Angela Ellis Kelly and Tom Johnson Michael O’Malley Tanya and Ronald Baugh Emerald Foods Inc. Marty Johnson Cynthia Ottavio Eleanora Bazile Alissa English Daniel Johnson Folashade Otuyelu Janet M. Belden Envirosystems Management, Inc. Tara and Chad Jordan Alfred Owings Benfield Group Sarah Evangelista Charlotte Joseph Walter Ozello Mark Bernthal Christian Fernandes Mark D. Kalinowski Judith and Robert Parsons Mary Bickers Amber Ferrell Lynn and Bill Kelley Adriene and Thom Pfanner Grace Bileta Florida Association of Meetings James Kelly Gloria Plescher Kimberly Bingle & Events Inc. Chandra Keyser James Plummer Bionetics Charitable Trust Stephen Frank Debbie Koenig Ponce 3 Seventh Day Ray Blackburn Ashley Frazer Lynne and Walter Korpman Adventist Church Laura Bohn Stephen Fredricks James W. Krueck Katherine Porter Emi Brade Angelo Freites Lawrence Kruguer Pullman & Comley Roberta Brandt Deborah and Alex Friedman Susan and Daniel Kucenski Carolann Randall Janice and Thomas Brennan Elizabeth Geraghty Angie and Rosario Labrado Bryan Ray Linda D. Brown Sandra Gray Daniel Lau Michele L. Reinhart Aaron Bucklew John Griswold Fion Lee David Rice Deborah Burdette Angel L. Grubb Constantine Lenas Rosemarie Rinaldo Farzana and Cyrus Cama Carlos Gutierrez L. Robert Lieb Thomas Risse Robin and Joel Campbell Greg Haggis Dawn List Stanley Rubenstein Chance Carlisle Chris Haid Gail and Norm Lowe Jeffrey Ruppel Kathleen Chait Susan Jane Hambey L. Ruth Lowrey Tamara Ryan Peggy and Randolph Chekouras Michael Hancock Chris Manning Schottenstein, Zox & Dunn CO LPA Richard Chover Berenice Hardin Phillip Mantz Deanna Schrader Amanda Christian Scott Harris Dora Martinez Doug Schwartz Roger Cole Joshua Hatch Allison McDonough Chris Sealy David Condo Scott Hatten Dennis McDougle Charles Sechrist Keli and Michael Cooper Glenda and Jerry Hedden Ed Medlock Walter Sedlazek Barbara and Ernest Cortegiano Sue and Walter Hempfling Helen Mesko Darlene and William Selling Timothy Cowns Ronald B. Hensl Metaformers, Inc. Pamela Shannon Susan Crawford Ray Himmelberg Meyer Bennett Creative Shugoll Research Inc. Kristina Cummins Carol and David Hinrichs Kenneth C. Minton John Sicklick Beth Ann Davis Candace Hodge Amber Morgan Jean Sims Mary J. Davis Mary Jo Holck Trina and Anthony Multon Vonchelle Singleton Allison and Matthew Dee Shelta Holman Kitty Munger Janice Smith James Dehnert Laura and Robert Horvat Frances and Daniel Myers Beth and Adam Smith We would like to thank the following individuals for participating Christine Smith in live and silent auctions to benefit the Foundation this fiscal year Cheryl and Gregory Smith at the Wendy’s Update Meeting and Wendy’s 3-Tour Challenge: Mary and Michael Smith Sharon and Brian Sorensen Rob Andreski Steve Lowery Rojeanne and Richard Soronen Carla and Edward Austin Thomas Ludwick Donald Speck Jeff Baker John Manni Margaret and Ron Spiers Sharee and John Barker Steve McClanahan William Spratt Mark Behm Tom McHugh Maria Staedler Richard Bond Ronald McMillan Mary Lou Stallcup Barry Boyles Kenneth C. Minton Lou Stea Brent Burchard Steve Nesbitt Becki Stock Robert Cappelloni Peter Nisbet Laura Stratton Matt Carroll Michael Nugent Pamela Temple Rosalind and Robert Cauffman John O’Connor Tim Tenniswood Julie Clark Bruce Obenour Molly Thomas Sandi and Jeff Coghlan Peter Olsen Leslie Thorne Roger Cole Jayme Owens Time Warner Cable Gail and Jan Collins Steve Parise Michael Tobin Jim Coyne Peter Pascuzzi Ann and John Tonti Bryan Crowley John Peters Randall Traugott Yvonne Daboul Mark Pickard Brian Tucker Badruddin Damani Ronald Reinke Lisa D. Turner Tad Dolbier Matt Schimpf Frank Vamos Gene Ferraro Stephen Shelley Carmine Versaci Larry Fleming Mark Slaughter Michael Villacres Tim Frawley Dan Sullivan Marianne C. Walck Jim Furman I. Lorraine Thomas Darice Warren Gene Gentili John Tietzen Michael Watson Kristin and Josh Gibbs Lewis E. Topper Roberta and Michael Watson Linda and Mike Givens Chris Tsavovssis Molly and Peter Weinberger Cheryl and Peter Gosselin Peter Viento Penny Westfall Joyce and Peter Grant Anne-Marie von Tiesenhausen Jack C. Whiting Duane Hickerson Roberta and Michael Watson Heidi Wilensky Kenneth Jastrow WendPartners Ellen Willis Kelly and Tom Johnson Steve Wilburn Troy A. Wilson Phil Kafarakis Kirk Williams Peter and Mark Wilson Rob Kirkpatrick Richard Williamson Frances Wright Kirk Kowalewski Jason Wiot Susan Zemanek John Lawrence Fred Younker Monica and Todd Zubler Bernard Leonard

Please note that every effort has been made to assure the accuracy of our records. If we have inadvertently excluded your name, please accept our apology and call our development department at 1-800-ASK-DTFA. 13 2009 ANNUAL REPORT STATEMENTS OF FINANCIAL POSITION ASSETS JUNE 30, 2009 JUNE 30, 2008

Cash and Cash Equivalents $2,342,450 $2,509,599

Investments 6,762,404 8,814,523

Contributions Receivable 2,653,578 1,861,706

Prepaids and Other Assets 75,383 62,230

Property and Equipment, Net 53,191 36,097

TOTAL ASSETS $11,887,006 $13,284,155

LIABILITIES

Accounts Payable 403,007 491,621

Grants Payable 5,333,950 4,790,750

Accrued Liabilities 160,114 119,638

TOTAL LIABILITIES $5,897,071 $5,402,009

NET ASSETS

Unrestricted 5,743,215 7,509,778

Temporarily Restricted Net Assets 246,720 372,368

TOTAL NET ASSETS $5,989,935 $7,882,146

TOTAL LIABILITIES AND NET ASSETS $11,887,006 $13,284,155 2009 ANNUAL REPORT STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS REVENUES FOR TWELVE MONTHS FOR TWELVE MONTHS ENDED JUNE 30, 2009 ENDED JUNE 30, 2008

Contributions $10,777,430 $1,480,734

Special Events 247,167 7,980,921

Investment Income <1,397,430 > <102,856 >

TOTAL REVENUES $9,627,167 $9,358,799

EXPENSES

Program Grants and Program Services 10,282,975 8,955,431

Management and General 502,120 468,721

Fundraising 734,283 343,380

TOTAL EXPENSES $11,519,378 $9,767,532

Change in Net Assets <1,892,211 > <408,733 >

NET ASSETS, BEGINNING OF YEAR $7,882,146 $8,290,879

NET ASSETS, END OF YEAR $5,989,935 $7,882,146

The numbers above do not reflect $3,610,060 and $3,895,431 of donated advertising and services from Wendy’s International in 2009 and 2008, respectively, that are included 90% Program Grants and Program Services in our audited financial statements as both revenue and expense. 6% Fundraising Program Services is broken down among the following programs: Wendy’s Wonderful Kids 4% Management and General $7,987,870; Program Grants and Awareness Programs $1,733,129; National Adoption Day/Awareness Month $371,544; Adoption- Friendly Workplace $109,155; Post Adoption $81,277. 15 About us

The Dave Thomas Foundation for Adoption is a national 2008/2009 BOARD OF TRUSTEES nonprofit 501(c)3 public charity dedicated to dramatically Denny Lynch, President increasing the adoptions of the more than 150,000 Joyce Eufemi, Vice President children waiting in North America’s foster care systems. Mary Schell, Secretary The Dave Thomas Foundation Created by Wendy’s® founder, Dave Thomas, who was Ed Austin, Treasurer Kerrii Anderson for Adoption is accredited by the adopted, the Foundation implements results-driven national John Barker United States Better Business signature programs, foster care adoption awareness Donald Calhoon Bureau’s Wise Giving Alliance for initiatives and research-based advocacy efforts. Our work Jeffrey Coghlan adherence to national standards aggressively moves children into adoptive homes, increases Mike Givens of accountability and the David Karam consideration of foster care adoption, and strengthens Ohio Association of Nonprofit Thomas Ludwick Organization’s Standards for the families formed. As the only foundation dedicated Roland Smith Honorable Evelyn Stratton Excellence for exceptional ethics exclusively to foster care adoption, we are driven by Dave’s Lorraine Thomas simple value: Do what’s best for the child. and accountability. Molly Thomas Joe Turner Debra Waller Rita Soronen, Executive Director

1-800-ASK-DTFA www.DaveThomasFoundationForAdoption.org

© 2010 Dave Thomas Foundation for Adoption