2025-11-12T14:15:37-06:00 2024-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-01-01 522250648 INTELLECTUAL PROPERTY OWNERS EDUCATION FOUNDATION INTE 2025074500 1501 M STREET NW 1150 WASHINGTON DC 200051700 JESSICA LANDACRE EXECUTIVE DIRECTOR 2025074500 2025-11-12 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2024 2025-03-06 01:10:19Z IPO EDUCATION FOUNDATION JESSICA LANDACRE 1501 M STREET NW 1150 WASHINGTON DC 200051700 614889 0 X WWW.IPOEF.ORG X 1989 DC SEE PART III, LINE 1. 21 21 0 22 0 0 170931 278035 275482 272490 8961 15366 0 0 455374 565891 0 0 0 0 200000 200001 0 0 19371 393776 374870 593776 574871 -138402 -8980 990328 1081601 138556 220841 851772 860760 X INTELLECTUAL PROPERTY OWNERS EDUCATION FOUNDATION IS A NON-PROFIT ORGANIZATION DEVOTED TO EDUCATIONAL AND CHARITABLE ACTIVITIES DESIGNED TO PROMOTE THE VALUE OF INTELLECTUAL PROPERTY RIGHTS. THE ORGANIZATION STRIVES TO PROMOTE AN UNDERSTANDING OF INTELLECTUAL PROPERTY LAWS AND THEIR VALUE TO SOCIETY. THE FOUNDATION ACCOMPLISHES ITS GOALS THROUGH A VARIETY OF ACTIVITIES INCLUDING THE PREPARATION OF EDUCATIONAL MATERIALS, THE CONDUCT OF EDUCATIONAL SEMINARS, AND THE PRESENTATION OF AWARDS AND SCHOLARSHIPS. 0 0 126605 133745 INVENTOR OF THE YEAR (DECEMBER 12, 2024) THE FOUNDATION GIVES AN ANNUAL AWARD TO THE MOST OUTSTANDING INVENTOR OF A RECENT, PATENTED INVENTION THAT EXEMPLIFIES MODERN INGENUITY. THE PURPOSE OF THE AWARD IS TO EDUCATE THE PUBLIC ABOUT INVENTORS AND PATENTS, AND HOW INVENTIONS BENEFIT THE ECONOMY AND QUALITY OF LIFE. NOMINEES ARE SOLICITED FROM INDUSTRY, GOVERNMENT, INDEPENDENT INVENTORS, ACADEMIA, AND OTHER SOURCES IN ALL FIELDS OF TECHNOLOGY. THE WINNER IS SELECTED BY THE BOARD OF DIRECTORS OF THE FOUNDATION. THE 2024 AWARD WAS GIVEN AT AN AWARDS CEREMONY ON DECEMBER 12 AND INCLUDES A PLAQUE AND TRIBUTE VIDEO. THE FOUNDATION ANNOUNCES WINNERS IN ADVANCE OF THE AWARDS CEREMONY AND DURING THE REMAINDER OF THE YEAR TO INCREASE PUBLIC AWARENESS OF RECENT INVENTORS. 126605 133745 EXECUTIVE OF THE YEAR (DECEMBER 12, 2024) THE FOUNDATION PRESENTS THE EXECUTIVE OF THE YEAR AWARD TO AN EXECUTIVE WITHIN A COMPANY WHO IS COMMITTED TO THE CREATION, PROMOTION AND PROTECTION OF INTELLECTUAL PROPERTY. THE WINNER IS SELECTED BY THE BOARD OF DIRECTORS OF THE FOUNDATION. THE 2024 AWARD WAS GIVEN AT AN AWARDS CEREMONY DECEMBER 12 AND INCLUDES A PLAQUE AND TRIBUTE VIDEO. 141890 PR CAMPAIGN THE BOARD OF DIRECTORS APPROVED HIRING A PR FIRM IN JULY 2024 TO PROMOTE THE VALUE OF INTELLECTUAL PROPERTY TO THE GENERAL PUBLIC THROUGH DIGITAL AND TRADITIONAL MEDIA. AS PART OF THE PARTNERSHIP, THE PR FIRM WOULD PROMOTE MESSAGING ON SOCIAL MEDIA, CONNECT WITH TRADITIONAL MEDIA, AND CREATE NEW RESOURCES THAT COULD TEACH THE PUBLIC ABOUT THE VALUE OF IP. THEY LAUNCH A CAMPAIGN TITLED "IP IS EVERYWHERE" WHERE THEY ENGAGED A SOCIAL MEDIA INFLUENCER TO CREATE VIDEOS AT THE ANNUAL AWARDS CELEBRATION TO HIGHLIGHT INNOVATION AND IP. 20175 IP EDUCATION FOR NEXT GEN INNOVATORS TOOLKIT THE FOUNDATION CREATED A FREE TOOLKIT FOR VOLUNTEERS TO USE IN THEIR COMMUNITIES TO TEACH ABOUT INTELLECTUAL PROPERTY. IN ADDITION TO ENGAGEMENT WITH IPO MEMBERS AND VOLUNTEERS, THE FOUNDATION CONNECTS WITH PARTNERS TO PRESENT THE CONTENT TO STUDENTS, PRIMARILY GRADES 6-12. 19920 5000 WHY DIDN'T I THINK OF THAT? 2023-2024 "WHY DIDN'T I THINK OF THAT?" IS A VIRTUAL INVENTION COMPETITION FOR STUDENTS. STUDENTS QUALIFY IF THEY HAVE AN ORIGINAL INVENTION THAT THEY CREATED AT AGE 18 OR YOUNGER AND THE INVENTION HAS RECEIVED INTELLECTUAL PROPERTY PROTECTION. THREE WINNING INVENTIONS WERE SELECTED BY THE BOARD AND PUBLIC VOTE. WINNERS WILL WORK ONE-ON-ONE WITH AN INDUSTRY PROFESSIONAL TO LEARN HOW TO ADVANCE THEIR INVENTION, THEY WILL ALSO RECEIVE RECOGNITION IN A PUBLIC COMMUNICATIONS CAMPAIGN, AND ARE INVITED TO ATTEND THE AWARDS CELEBRATION. THE FOUNDATION HIRED A MARKETING COMPANY TO EXECUTE THE COMMUNICATIONS PORTION OF THE PROGRAM. 40095 5000 435195 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 X 4 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NH NC NJ NM NY OH OK OR PA RI SC TN UT VA WV WI WA X SUSAN MCLOUGHLIN 2025074500 1501 M STREET NW STE 1150 WASHINGTON DC 20005 HENRY HADAD PRESIDENT 1.00 1.00 X X 0 0 0 SCOTT BARKER VICE PRESIDENT 1.00 1.00 X X 0 0 0 ANJANETTE LECHER TREASURER 1.00 0.00 X X 0 0 0 ALEX LONG DIRECTOR 1.00 1.00 X 0 0 0 ANDREI IANCU DIRECTOR 1.00 0.00 X 0 0 0 ARIANA WOODS DIRECTOR 1.00 0.00 X 0 0 0 BRYAN ZIELINSKI DIRECTOR 1.00 1.00 X 0 0 0 DARRYL FRICKEY DIRECTOR 1.00 1.00 X 0 0 0 DAVID KAPPOS DIRECTOR 1.00 0.00 X 0 0 0 DENA EHRICH DIRECTOR 1.00 0.00 X 0 0 0 ERIKA ARNER DIRECTOR 1.00 0.00 X 0 0 0 JOHN CHEEK DIRECTOR (UNTIL 1/12/24) 1.00 0.00 X 0 0 0 KATHLEEN O'MALLEY DIRECTOR 1.00 0.00 X 0 0 0 LOUIS FOREMAN DIRECTOR 1.00 1.00 X 0 0 0 MANNY SCHECTER DIRECTOR 1.00 0.00 X 0 0 0 MERCEDES MEYER DIRECTOR 1.00 0.00 X 0 0 0 PAUL MICHEL DIRECTOR 1.00 0.00 X 0 0 0 PETER MATTEI DIRECTOR (FROM 1/12/24) 1.00 0.00 X 0 0 0 PHYLLIS TURNER-BRIM DIRECTOR 1.00 0.00 X 0 0 0 RAJ SHAH DIRECTOR 1.00 0.00 X 0 0 0 RICHARD WATKINS DIRECTOR 1.00 0.00 X 0 0 0 RUBEN MUNOZ DIRECTOR 1.00 0.00 X 0 0 0 JESSICA LANDACRE EXECUTIVE DIRECTOR 16.88 20.63 X 0 482200 67814 SAMANTHA J AGUAYO DEP E.D. & CHIEF POLICY COUNSEL 3.75 33.75 X 0 334041 48076 THOMAS S VALENTE SENIOR COUNSEL, GLOBAL AFFAIRS 1.87 35.63 X 0 308124 70507 MEGAN R GRIGGS DIR OF MEETINGS AND EVENTS 9.37 28.13 X 0 197662 64283 SUSAN E MCLOUGHLIN DIR OF OPERATIONS AND FINANCE 9.37 28.13 X 0 153911 52292 CLARA L STANFIELD SENIOR MANAGER OF MEETINGS & EVENTS 1.87 35.63 X 0 116951 25178 0 1592889 328150 0 0 1 0 0 278035 278035 CONFERENCES & MEETINGS 541900 272490 272490 272490 9255 9255 55109 48998 6111 6111 6111 565891 272490 0 15366 152001 47555 89724 14722 41000 12830 24199 3971 7000 2191 4131 678 7130 7130 2251 2251 106646 106646 732 732 2186 2186 237360 237360 MISCELLANOUS EXPENSE 9523 9523 CHARITABLE REGISTRATION 9042 9042 574871 435195 120305 19371 307555 405041 249662 316271 57982 16500 12955 25000 7859 0 7806 7806 0 0 354315 318789 990328 1081601 70380 168914 68176 51927 138556 220841 X 851772 860760 851772 860760 990328 1081601 -8980 17968 0 X 0 1 X 1 0 X 212792 166250 250858 170931 278035 1078866 212792 166250 250858 170931 278035 1078866 376051 702815 7951 6659 7352 7869 9255 39086 1117952 1157204 0.62870 0.64910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7806 7806 0 0 DUE TO RELATED PARTY 51927 51927 944329 17968 362721 380689 563640 2251 2251 565891 935341 362721 362721 572620 2251 2251 574871 0 0 0 0 0 0 0 0 0 JESSICA LANDACRE EXECUTIVE DIRECTOR 0 370200 0 112000 0 0 0 34500 0 33314 0 550014 0 0 SAMANTHA J AGUAYO DEP E.D. & CHIEF POLICY COUNSEL 0 269911 0 64130 0 0 0 33604 0 14472 0 382117 0 0 THOMAS S VALENTE SENIOR COUNSEL, GLOBAL AFFAIRS 0 248494 0 59630 0 0 0 31246 0 39261 0 378631 0 0 MEGAN R GRIGGS DIR OF MEETINGS AND EVENTS 0 162662 0 35000 0 0 0 20187 0 44096 0 261945 0 0 SUSAN E MCLOUGHLIN DIR OF OPERATIONS AND FINANCE 0 128911 0 25000 0 0 0 16343 0 35949 0 206203 0 0 PART I, LINE 3 THE INTELLECTUAL PROPERTY OWNERS EDUCATION FOUNDATION DOES NOT COMPENSATE ANY OFFICERS, DIRECTORS, KEY EMPLOYEES, OR HIGHLY COMPENSATED EMPLOYEES. ALL COMPENSATION SHOWN IN PART VII OF THE FORM 990 AND IN PART II OF SCHEDULE J IS PAID BY IPOEF'S RELATED ORGANIZATION INTELLECTUAL PROPERTY OWNERS ASSOCIATION (IPOA). THE COMPENSATION DETERMINATION PROCESS OF IPOA IS AS FOLLOWS: EXECUTIVE COMMITTEE REVIEWS COMPENSATION FOR IPO'S EXECUTIVE STAFF, AND IPO'S OFFICERS APPROVE COMPENSATION FOR OTHER KEY EMPLOYEES. THE METHODS USED TO REVIEW THE CEO'S COMPENSATION INCLUDES COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART V, LINE 2A ALTHOUGH THE ORGANIZATION REPORTS SALARIES IN PART IX OF THE FORM 990, INTELLECTUAL PROPERTY OWNERS EDUCATION FOUNDATION DOES NOT ISSUED W-2 FORMS SINCE THE FORMS ARE ISSUED BY ITS RELATED ORGANIZATION, INTELLECTUAL PROPERTY OWNERS ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A WHENEVER A VACANCY SHALL OCCUR IN THE BOARD OF DIRECTORS, THE BOARD OF DIRECTORS OF INTELLECTUAL PROPERTY OWNERS ASSOCIATION MAY, BY MAJORITY VOTE OF THOSE PRESENT AND VOTING, ELECT A PEROSN TO FILL THE UNEXPIRED PORTION OF THE TERM. THE BOARD OF DIRECTORS OF INTELLECTUAL PROPERTY OWNERS ASSOCIATION MAY ALSO, BY MAJORITY VOTE OF THOSE PRESENT AND VOTING, ELECT ADDITIONAL PERSONS TO THE BOARD UP TO THE LIMIT ON NUMBER OF BOARD MEMBERS ESTABLISHED. A DIRECTOR MAY ALSO BE REMOVED BY THE BOARD OF DIRECTORS OF INTELLECTUAL PROPERTY OWNERS ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 8B IPO EDUCATION FOUNDATION'S PRACTICE IS TO DOCUMENT ALL BOARD MEETINGS; THERE IS NO OTHER BODY OF AUTHORITY TO ACT ON ITS BEHALF. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY OUTSIDE ACCOUNTANTS. INTELLECTUAL PROPERTY OWNERS ASSOCIATION'S DIRECTOR OF OPERATIONS AND FINANCE REVIEWS THE FORM 990 WITH IPO'S CONTRACT ACCOUNTANT AND THE FOUNDATION SECRETARY PRIOR TO SIGNING THE DOCUMENT IN FULL DETAIL. A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BODY BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AN INTERESTED PERSON SHALL BE OBLIGATED TO DISCLOSE THE EXISTENCE OF ANY ACTUAL OR POSSIBLE FINANCIAL INTEREST INVOLVING A TRANSACTION (AND ALL MATERIAL FACTS RELATING THERETO) TO A MEMBER OF THE BOARD OF DIRECTORS IN THE EVENT THAT (I) SUCH INTERESTED PERSON IS AWARE OF ANY ACTUAL OR POSSIBLE FINANCIAL INTEREST INVOLVING A TRANSACTION, AND (II) SUCH INTERESTED PERSON CAUSES OR INFLUENCES (OR INTENDS TO CAUSE OR INFLUENCE) THE EXPENDITURE OR UTILIZATION OF IPO EDUCATION FOUNDATION RESOURCES V\ATH RESPECT TO SUCH TRANSACTION. AFTER DISCLOSURE OF THE EXISTENCE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS RELATED THERETO, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE BOARD OF DIRECTORS SHALL DISCUSS SUCH TRANSACTION OR ARRANGEMENT AND SUCH FINANCIAL INTEREST OUTSIDE THE PRESENCE OF THE INTERESTED PERSON. THE INTERESTED PERSON SHALL BE REQUIRED TO ABSTAIN FROM ANY REQUIRED VOTE TAKEN WITH RESPECT TO SUCH PROPOSED TRANSACTION. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT ANY MEETING OF THE BOARD OF DIRECTORS BUT AFTER SUCH PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION INVOLVING THE POSSIBLE FINANCIAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. INTELLECTUAL PROPERTY OWNERS ASSOCIATION 1501 M STREET NW SUITE 1150 WASHINGTON DC 20005 520948513 ADVOCATING FOR EFFECTIVE IP RIGHTS AND PROVIDES AN ARRAY OF SERVICES TO MBRS DC 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 INTELLECTUAL PROPERTY OWNERS ASSOCIATION M 362721 FUNCTIONAL ALLOCATION INTELLECTUAL PROPERTY OWNERS ASSOCIATION P 200000 FUNCTIONAL ALLOCATION