2026-02-05T13:20:51-06:00 2025-03-31 872525370 CITRIN COOPERMAN ADVISORS LLC 180 PARK AVENUE SUITE 200 FLORHAM PARK NJ 07932 990 2024-04-01 132752108 THE JAMES BEARD FOUNDATION INC JAME 2126754984 167 WEST 12TH STREET NEW YORK NY 10011 JODI POSNER CFO 2126754984 2025-03-31 1 1 AMANDA ADAMS P00748038 9732180500 2026-02-04 2024 2025-03-06 01:10:19Z JODI POSNER 167 WEST 12TH STREET NEW YORK NY 10011 23233084 0 X WWW.JAMESBEARD.ORG X 1985 NY THE JAMES BEARD FOUNDATION (JBF) IS DEDICATED TO LEADING CHEFS AND THE BROADER CULINARY INDUSTRY TOWARDS A NEW STANDARD OF EXCELLENCE. GUIDED BY A MANTRA OF GOOD FOOD FOR GOOD, OUR VISION IS A VIBRANT, EQUITABLE, AND SUSTAINABLE INDEPENDENT RESTAURANT INDUSTRY THAT STANDS AS A CORNERSTONE OF AMERICAN CULTURE AND DRIVES TOWARDS A BETTER FOOD SYSTEM. FOR NEARLY 40 YEARS, JBF HAS BEEN INSTRUMENTAL IN RECOGNIZING, AMPLIFYING, EDUCATING, AND TRAINING THE INDIVIDUALS WHO SHAPE AMERICAN FOOD CULTURE. TODAY, OUR MISSION COMES TO LIFE THROUGH THE PRESTIGIOUS JAMES BEARD AWARDS, INDUSTRY AND COMMUNITY-FOCUSED PROGRAMMING, ADVOCACY AND POLICY INITIATIVES, AND EXCITING CULINARY EVENTS AND PARTNERSHIPS AROUND THE COUNTRY-INCLUDING AT OUR NEW PLATFORM BY JBF EVENT SPACE IN NEW YORK CITY. 24 24 73 50 0 0 6747307 8182494 14001012 14346078 199747 252875 163062 129867 21111128 22911314 467560 737358 0 0 7179187 7848698 260000 0 1096963 13569099 14589313 21475846 23175369 -364718 -264055 13023237 11075169 8698611 7014598 4324626 4060571 X THE JAMES BEARD FOUNDATION BELIEVES IN A VIBRANT, EQUITABLE, AND SUSTAINABLE INDEPENDENT RESTAURANT INDUSTRY THAT STANDS AS A CORNERSTONE OF AMERICAN CULTURE, COMMUNITY, AND ECONOMY - AND DRIVES TOWARDS A BETTER FOOD SYSTEM. THE JAMES BEARD FOUNDATION AIMS TO BE A DESTINATION FOR EXCELLENCE ACROSS THE INDEPENDENT RESTAURANT INDUSTRY, DRIVING THE COUNTRY TOWARDS A BETTER FOOD SYSTEM. 0 0 5317166 5648292 THE JAMES BEARD FOUNDATION AWARDS: THE MISSION OF THE JAMES BEARD AWARDS IS TO RECOGNIZE EXCEPTIONAL TALENT AND ACHIEVEMENT IN THE CULINARY ARTS, HOSPITALITY, MEDIA AND THE BROADER FOOD SYSTEM, AS WELL AS DEMONSTRATED COMMITMENT TO RACIAL AND GENDER EQUITY, COMMUNITY, SUSTAINABILITY AND A CULTURE WHERE ALL CAN THRIVE. THESE ANNUAL AWARDS ARE HIGH HONORS FOR FOOD AND BEVERAGE PROFESSIONALS WORKING IN THE US. AWARDS CATEGORIES INCLUDE COOKBOOKS, RESTAURANT AND CHEFS, BROADCAST MEDIA AND JOURNALISM. NOMINEES AND AWARD WINNERS ARE SELECTED BY THEIR INDUSTRY PEERS (FULLY INDEPENDENT OF JAMES BEARD FOUNDATION STAFF OR TRUSTEES) WITH MORE THAN 600 CULINARY PROFESSIONALS INVOLVED IN THE VOTING PROCESS. HELD IN CHICAGO IN JUNE, THE 2024 AWARDS WERE A CELEBRATION OF GOOD FOOD AND GOOD INDUSTRY PRACTICES, WITH A LENS TO OUR CODE OF ETHICS. 3865766 3588905 OTHER EVENTS: THIS PROGRAM INCLUDES GENERAL SPONSORSHIPS, WHICH COVER FOUNDATION WIDE SUPPORT AS WELL AS JBF GREENS EVENTS. JAMES BEARD FOUNDATION GREENS IS AN EVENT SERIES IN NEW YORK CITY, CHICAGO, LOS ANGELES, SEATTLE, AND SAN FRANCISCO FOR FOOD LOVERS IN THEIR 20S, 30S, AND 40S. ENJOY CURATED CULINARY EXPERIENCESFROM MULTI-COURSE DINNERS TO WALK-AROUND TASTINGSTHAT CONNECT YOU WITH VISIONARY CHEFS SHAPING TODAY'S FOOD LANDSCAPE AND SPACES TO ENGAGE WITH FELLOW DINERS. 2849188 1276518 THE JAMES BEARD FOUNDATION PARTNERS WITH LEADERS AND EXPERTS IN THE ACADEMIC FIELD TO CONDUCT ORIGINAL RESEARCH TO DIAGNOSE THE KEY ISSUES FACING THE INDEPENDENT RESTAURANT INDUSTRY TODAY. DATA-DRIVEN INSIGHTS AND THOUGHT LEADERSHIP INFORMS HOW WE DIRECT OUR RESOURCES TO BEST SUPPORT OUR COMMUNITY TO SURVIVE AND THRIVE. OUR WORK INCLUDES EDUCATION AND ADVOCACY, INCLUDING PROGRAMS SUCH AS CHEF'S BOOTCAMP FOR POLICY AND CHANGE, WOMENS' ENTREPRENURIAL LEADERSHIP, AND FINANCIAL LITERACY EDUCATION PROGRAMS. OUR PROGRAMS ASPIRE TO GIVE CHEFS AND INDUSTRY PROFESSIONALS A VOICE AND THE TOOLS THEY NEED TO MAKE REAL AND MEANINGFUL CHANGE IN THEIR BUSINESSES AND THEIR COMMUNITIES. 2812562 0 1502751 IN APRIL 2023, THE PIER 57 MARKET HALL OFFICIALLY OPENED TO THE PUBLIC. MARKET 57 WITH THE JAMES BEARD FOUNDATION INCLUDES UNIQUE AND INDEPENDENTLY RUN FOOD AND BEVERAGE OFFERINGS. LOCATED IN THE MARKET 57 FOOD HALL IS PLATFORM BY JBF, A STATE-OF-THE-ART SHOW KITCHEN AND EDUCATIONAL SPACE FOR OUTSTANDING CULINARY ARTS PROGRAMMING; AND GOOD TO GO BY JBF, A UNIQUE FOOD KIOSK WHERE INNOVATION MEETS SUSTAINABLE, ETHICALLY SOURCED, DELICIOUS FOOD IN A ROTATING FAST-CASUAL MENU ARE THE PHYSICAL MANIFESTATION OF THE BEARD FOUNDATION'S GOOD FOOD FOR GOOD MISSION. AT PLATFORM, DINERS CAN EXPERIENCE THE BEST OF TODAY'S FOOD CULTURE THROUGH WEEKLY CHEF DINNERS, WINE TASTINGS, COOKING DEMOS, HANDS-ON CULINARY CLASSES, AND MORE. 1921950 2090846 TASTE AMERICA PROGRAM: THE JAMES BEARD FOUNDATION'S 13TH ANNUAL TASTE AMERICA CULINARY SERIES, PRESENTED BY OUR SPONSOR CAPITAL ONE, BROUGHT TOGETHER CHEFS, SPECIAL GUESTS AND DINERS FROM ACROSS THE COUNTRY TO CELEBRATE THE LOCAL INDEPENDENT RESTAURANTS AT THE HEART OF OUR COMMUNITIES. IN THIS ITERATION, SOME OF THE NATION'S FINEST CHEFS AND CHANGEMAKERS CAME TOGETHER IN 20 CITIES ACROSS THE US TO REPRESENT A SHARED MISSION OF "GOOD FOOD FOR GOOD". THIS COHORT OF CHEFS, WHICH CHANGES EACH YEAR, IS KNOWN AS THE TASTE TWENTY. THE TASTE TWENTY COLLABORATE THROUGHOUT THE YEAR AT CHEF DINNERS AND WALK-AROUND TASTING EVENTS, SPOTLIGHTING THE BREADTH AND UNITY OF CULINARY CREATIVITY ACROSS THE NATION. EACH MARKET WITH ITS FEATURED CHEFS SHOWCASES THE CENTRALITY OF AMERICA FOOD CULTURE AND CELEBRATES DIVERSE COMMUNITIES, LEADING THE WAY TO A FUTURE CULINARY INDUSTRY WHERE ALL CAN THRIVE. 1231988 0 THE FOUNDATION'S PROGRAMS ARE COMMITTED TO ESTABLISHING A MORE SUSTAINABLE FOOD SYSTEM THROUGH EDUCATION, ADVOCACY, AND THOUGHT LEADERSHIP. THE FOUNDATION ADVOCATES FOR POLICIES THAT MAKE A MORE EQUITABLE AND SUSTAINABLE FOOD SYSTEM FOR ALL INVOLVED IN THE INDEPENDENT RESTAURANT INDUSTRY ACROSS THREE PILLARS: RACIAL AND GENDER EQUITY, SUSTAINABILITY, AND INDUSTRY CULTURE AND PRACTICES. THE JAMES BEARD FOUNDATION SUPPORTS LEGISLATION AND PROGRAMS THAT HELP TURN RESTAURANT JOBS INTO LONG AND HEALTHY CAREERS, AND EXPAND WHO RECEIVES ACCESS TO LEADERSHIP, VISIBILITY, FINANCIAL STABILITY, AND CAPITAL. WE MOBILIZE A NETWORK OF THOUSANDS OF CHEFS TO SUPPORT JBF'S POLICY PRIORITIES AND THEIR OWN ADVOCACY EFFORTS. FROM TRAINING PROGRAMS TO DATA-DRIVEN REPORTS AND A VIRTUAL EDUCATION LIBRARY, THESE PROGRAMS ASPIRE TO GIVE CHEFS AND THEIR COLLEAGUES A VOICE AND THE TOOLS NEEDED TO MAKE REAL AND MEANINGFUL CHANGE TO THEIR BUSINESSES AND IN THEIR COMMUNITIES. PROGRAM OFFERINGS INCLUDE CHEF'S BOOT CAMP FOR POLICY AND CHANGE, WHICH IS THE FOUNDATION OF OUR ONGOING INDUSTRY ADVOCACY PROGRAMS, INDUSTRY SUPPORT, COMMUNITY PROGRAMS, AND SUSTAINABILITY INITIATIVES, INCLUDING THE SMART CATCH PROGRAM, FOOD WASTE REDUCTION, AND DEFINING SUSTAINABILITY BEYOND THE ENVIRONMENTAL CONTEXT, TO INCLUDE SOCIAL AND ECONOMIC RESOURCES, AS WELL AS CONSIDERING EQUITABLE ACCESS FOR EVERYONE WITHIN THE FOOD SYSTEM. THE FOUNDATION'S CLIMATE SOLUTIONS FOR RESTAURANT SURVIVAL CAMPAIGN IS DEDICATED TO TACKLING THE SIGNIFICANT IMPACT OF CLIMATE CHANGE ON INDEPENDENT RESTAURANTS, CHEFS, AND THE LOCAL ECONOMIES THEY SUPPORT. THE FOUNDATION IS BRINGING TOGETHER CHEFS FROM ACROSS THE COUNTRY TO RAISE AWARENESS, EDUCATE FEDERAL POLICY MAKERS, AND GALVANIZE ACTION TO MITIGATE THE IMPACTS OF CLIMATE CHANGE.WOMEN'S LEADERSHIP PROGRAMS AIM TO CHAMPION GENDER EQUALITY BY SUPPORTING WOMEN THROUGHOUT THE LIFECYCLE OF THEIR CAREERS. WE ARE COMMITTED TO PROVIDING THE TOOLS, RESOURCES, AND NETWORKS TO THE COMMUNITY TO ENSURE THAT THERE ARE MORE WOMEN-OWNED BUSINESSES AND MORE WOMEN IN LEADERSHIP ACROSS THE INDUSTRY. OUR PROGRAMS ARE FOCUSED ON THE PILLARS OF FINANCE, COMMUNITY AND NETWORK, EDUCATION AND TRAINING, AND WELLNESS AT WORK. THESE PROGRAMS INCLUDE THE WOMEN'S ENTREPRENEURIAL LEADERSHIP PROGRAM AND THE FINANCIAL LITERACY WORKSHOP FOR WOMEN. 971455 737358 0 SCHOLARSHIPS: ESTABLISHED IN 1991, THE SCHOLARSHIP PROGRAM ASSISTS ASPIRING AND ESTABLISHED CULINARY PROFESSIONALS WHO PLAN TO FURTHER THEIR EDUCATION AT A LICENSED OR ACCREDITED CULINARY SCHOOL OR HOSPITALITY INSTITUTION, COLLEGE, OR UNIVERSITY. SINCE THEN, THE PROGRAM HAS NOT ONLY GROWN IN VISIBILITY AND FINANCIAL SCOPE, BUT IN THE ARRAY OF SUBJECTS ITS RECIPIENTS HAVE EMBRACED.JBF OFFERS THREE BASIC TYPES OF AWARDS:SCHOLARSHIPS: CASH GRANTS APPLIED TO TUITION (AND SOMETIMES OTHER SCHOOL-RELATED EXPENSES)TUITION WAIVERS: TUITION WAIVERS GRANTED BY EDUCATIONAL INSTITUTIONS, WHICH ARE RENEWABLE IN SOME CASESWORK STUDY GRANTS: GRANTS FOR WORKING CULINARY PROFESSIONALS UNDER THE AUSPICES OF THE JEAN-LOUIS PALLADIN PROFESSIONAL WORK/STUDY PROGRAM 370750 0 ALL PERFORMING ARTISTS DESERVE A GREAT STAGE. MUSICIANS HAVE CARNEGIE HALL; OPERA SINGERS HAVE THE METROPOLITAN OPERA HOUSE. CHEFS, WINEMAKERS AND RESTAURATEURS HAVE HAD THE JAMES BEARD HOUSE AT WHICH TO SHOWCASE THEIR ART. THE FOUNDATION CONTINUES TO HIGHLIGHT THE CENTRALITY OF FOOD CULTURE IN DAILY LIVES AND ITS COMMITMENT TO SUPPORTING A RESILIENT AND FLOURISHING INDUSTRY THAT HONORS ITS DIVERSE COMMUNITIES. IN APRIL OF 2023, THE FOUNDATIONOPENED PLATFORM BY JBF AT PIER 57, WHICH HAS BECOME THE MAIN PERFORMANCE SPACE FOR DINING EVENTS, MUCH IN THE WAY THE BEARD HOUSE HAS BEEN IN THE PAST. THERE ARE CURRENTLY A SELECT NUMBER OF IN-PERSON DINING EVENTS AT THE BEARD HOUSE, AS THE FOUNDATION CONSIDERS NEW WAYS TO DEPLOY THIS SPECIAL HISTORICAL SPACE. 227839 0 MEMBER SERVICES:THESE PROJECTS AND PROGRAMS INCLUDE EDUCATIONAL RESOURCES, RESEARCH, AND TOOLS TO HELP CHEFS, RESTAURANT OWNERS, AND OTHER CULINARY LEADERS MEET THE MANY CHALLENGES IN THE INDUSTRY TODAY. 7536544 737358 3593597 19568664 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 238 0 1 73 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AK AL CA CO DC FL GA HI IL KY MA MD MI MN MS NC NH NJ NV NY OH OR PA RI UT WA TN SC VA AZ AR KS ME MO OK WI WV ND X X JODI POSNER 2126754984 167 WEST 12TH STREET NEW YORK NY 10011 NANCY LUKITSH CHAIR 1.00 X X 0 0 0 MARY SUE MILLIKEN VICE CHAIR 1.00 X X 0 0 0 FREDERIC M SEEGAL TRUSTEE - CHAIR EMERITUS 0.50 X X 0 0 0 MICHAEL PHILLIPS TRUSTEE - VICE CHAIR EMERITUS 0.50 X X 0 0 0 STEVEN KOCH SECRETARY 1.00 X X 0 0 0 TREVOR GUTHRIE TRUSTEE 0.50 X 0 0 0 MICHIEL BAKKER TRUSTEE 0.50 X 0 0 0 JEFF CHERRY TRUSTEE 0.50 X 0 0 0 TRICIA CLARKE-STONE TRUSTEE 0.50 X 0 0 0 ELIZABETH FALKNER TRUSTEE 0.50 X 0 0 0 MICHELLE DIFEBO FREEMAN TRUSTEE 0.50 X 0 0 0 JILLIAN GRIFFITHS TRUSTEE 0.50 X 0 0 0 MELINDA HILDEBRAND TRUSTEE 0.50 X 0 0 0 TANYA HOLLAND TRUSTEE 0.50 X 0 0 0 ANDREW LEVINE TRUSTEE 0.50 X 0 0 0 CHRIS LYONS TRUSTEE 0.50 X 0 0 0 CINDY MCLOUGHLIN TRUSTEE 0.50 X 0 0 0 JACOB MONTY TRUSTEE 0.50 X 0 0 0 ANTHONY MYINT TRUSTEE 0.50 X 0 0 0 ALLISON ROSE TRUSTEE 0.50 X 0 0 0 HERB SCANNELL TRUSTEE 0.50 X 0 0 0 ELLEN TELLER TRUSTEE 0.50 X 0 0 0 KIM WILLIAMS TRUSTEE 0.50 X 0 0 0 RODNEY WILLIAMS TRUSTEE 0.50 X 0 0 0 CLARE REICHENBACH CHIEF EXECUTIVE OFFICER 40.00 X 485369 0 25419 KRISTOPHER MOON CHIEF OPERATING OFFICER 40.00 X 406486 0 15659 JODI POSNER CHIEF FINANCIAL OFFICER 40.00 X 250975 0 19755 DAWN PADMORE VP OF AWARDS 40.00 X 210918 0 16445 ANNE MCBRIDE VP IMPACT 40.00 X 196532 0 18320 SIOBHAN HABER VP OF EVENTS 40.00 X 191619 0 31532 JAIME FAYE BEAN VP OF DEVELOPMENT 40.00 X 195389 0 25548 TAMAR SIMPSON VP OF COMMUNICATIONS 40.00 X 185796 0 36737 COLLEEN VINCENT VP OF COMMUNITY 40.00 X 201656 0 13673 CHRISTINA D'ESPOSITO DIRECTOR OF SPONSORSHIP 40.00 X 165729 0 15408 KIMBERLY STRAUSS SENIOR DIRECTOR, DATABASE 40.00 X 141779 0 12547 ANOUSKA BISWAS DIRECTOR OF FINANCE 40.00 X 130486 0 13806 2762734 0 244849 16 0 1 0 INTERSPORT 303 E WACKER DRIVE STE 2200 CHICAGO IL 60601 SPONSORSHIP RELATIONS/COMMISSION& VIDEO 2747934 BOWEN & COMPANYLLC 145 PALISADE STREET SUITE 221 DOBBS FERRY NY 10706 AWARDS, TASTE AMERICA, AND GALA EVENT PL 860853 SIMPLISSIMUS 2728 THOMSON AVE WS18 LIC NEW YORK NY 11101 BRANDING / GRAPHIC DESIGNER 400000 WAGSTAFF MEDIA & MARKETING 7309 W 80TH STREET 400 OVERLAND PARK KS 66204 PUBLIC RELATIONS SERVICES 293665 GREAT PERFORMANCES 2417 THIRD AVE BRONX NY 10451 CATERING AND MANAGED SERVICES PROVIDER 206045 9 359662 768288 7054544 460368 8182494 AWARDS EVENT SPONSORSHIPS/TICKETS 900099 5648292 5648292 OTHER PROGRAM EVENTS 900099 3588905 3588905 TASTE AMERICA 900099 2090846 2090846 PIER 57 900099 1568751 1502751 66000 EDUCATIONAL PROGRAMS 900099 1276518 1276518 172766 172766 14346078 252875 252875 433266 768288 321702 111564 111564 18371 68 18303 18303 22911314 14107312 0 621508 X 20000 20000 717358 717358 2088655 1696279 193169 199207 4477141 3221686 874133 381322 863645 635062 155800 72783 419257 313367 69022 36868 209747 203443 6304 122906 32624 89746 536 6680268 6263659 377109 39500 307040 176980 76823 53237 157784 151006 4702 2076 751111 508826 186504 55781 1196345 1039731 93354 63260 86247 77633 8614 38570 38570 352723 248822 74968 28933 232910 67841 165069 EVENT PRODUCTION 2711168 2637490 5398 68280 DESIGN AND LAYOUT 472219 452219 20000 AWARDS & PROMO MATERIAL 399746 361568 18100 20078 BAD DEBT EXPENSES 295000 295000 575529 448070 87275 40184 23175369 19568664 2509742 1096963 651582 392721 4888578 3535573 2323173 1925719 1103332 1315816 297235 394828 5790162 3404218 2065408 2385944 19995 10000 1673934 1114568 13023237 11075169 2091916 2773900 5026761 3024804 952191 835924 147775 143992 479968 235978 8698611 7014598 X -573102 126748 4897728 3933823 4324626 4060571 13023237 11075169 -264055 0 X 0 1 X 1 0 X 5601443 4743544 6202724 6747307 8182494 31477512 5601443 4743544 6202724 6747307 8182494 31477512 841741 30635771 25952 16917 54779 229027 252875 579550 173496 278218 156987 204083 129867 942651 32999713 58044778 0.92840 0.90350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17694 17694 23157675 23175369 1000000 250000 0 0 1000000 1000000 2000000 3000000 17694 17694 250000 250000 500000 750000 17694 17694 2244487 22336 20000 2246823 2115615 125000 23872 20000 2244487 603885 1500000 11730 2115615 602527 1358 603885 600020 2507 602527 0.25663 0.74337 0.00000 0 0 418869 418869 2266680 1559655 707025 2484693 1836597 648096 619920 7966 611954 2385944 DEPOSITS AND PREPAID EVENTS 919932 OPERATING LEASE RIGHT-OF-USE ASSET 194636 1114568 OPERATING LEASE LIABILITY 235978 235978 X 24904622 1671538 321770 1993308 22911314 0 22911314 25168677 1671538 321770 1993308 23175369 0 23175369 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT FUNDS ARE HELD FOR GENERAL OPERATING NEEDS AS WELL AS TO PROVIDE FOR AN ANNUAL CASH AWARD TO EACH YEAR'S HUMANITARIAN OF THE YEAR AWARD WINNER. PART X, LINE 2: THE FOUNDATION RECOGNIZES AND MEASURES ITS UNRECOGNIZED TAX BENEFITS IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES. UNDER THAT GUIDANCE, THE FOUNDATION ASSESSES THE LIKELIHOOD, BASED ON THEIR TECHNICAL MERIT, THAT TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. THE MEASUREMENT OF UNRECOGNIZED TAX BENEFITS IS ADJUSTED WHEN NEW INFORMATION IS AVAILABLE, OR WHEN AN EVENT OCCURS THAT REQUIRES A CHANGE. MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND BELIEVES THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 321,702. DIRECT GAMING ACTIVITY EXPENSES 68. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 321,702. DIRECT GAMING ACTIVITY EXPENSES 68. AUCTION GALA 822160 403594 418566 103251 3500 212639 FOJB EVENTS 347944 347944 2911 -599 1 31450 16750 14700 1201554 768288 433266 106162 3500 212040 321702 111564 18371 68 0 18371 68 68 18303 NY 1 0 1 0 1.00000 JODI POSNER 167 WEST 12TH STREET NEW YORK NY 10011 0 1 18303 1 LEE INITIATIVE INC 613 WEST MAGNOLIA AVE LOUISVILLE KY 40208 823884798 501(C)(3) 20000 0 JB HUMANITARIAN OF THE YEAR AWARD 1 0 SCHOLARSHIPS FOR STUDENTS PURSUING A CAREER IN CULINARY ARTS 32 717358 PART I, LINE 2: IN 2020, ADMINISTRATION OF THE SCHOLARSHIP PROGRAM WAS TRANSFERRED TO INTERNATIONAL SCHOLARSHIP AND TUITION SERVICES (ISTS). ISTS IS AN INDUSTRY LEADER IN SCHOLARSHIP AND TUITION PROJECT MANAGEMENT, WITH A HISTORY OF EXCELLENCE. APPLICATIONS ARE RECEIVED AND EVALUATED BY ISTS. EACH STUDENT IS RATED ACCORDING TO A STANDARDIZED SYSTEM BASED ON SUCH FACTORS AS GRADE POINT AVERAGE, EXTRACURRICULAR ACTIVITIES INCLUDING WORK EXPERIENCE, LETTERS OF RECOMMENDATION, AND FINANCIAL NEED. FROM THE HUNDREDS OF APPLICATIONS RECEIVED, APPROXIMATELY 125 WELL-ROUNDED STUDENTS WITH A STRONG COMMITMENT TO THE CULINARY ARTS ARE IDENTIFIED AS FINALISTS. THE FINALISTS' APPLICATIONS ARE THEN SUBMITTED TO THE JAMES BEARD FOUNDATION'S SCHOLARSHIP SELECTION COMMITTEE FOR FINAL REVIEW. THE FUNDS ARE APPLIED BY THE SCHOOLS TO OFFSET THE TUITION PAYMENTS OF THE INDIVIDUAL SCHOLARSHIP AWARD WINNERS. ALL TRANSFERS, DESIGNATIONS, AND MONITORING OF FUNDS ARE HANDLED BY ISTS. THE HUMANITARIAN OF THE YEAR AWARD IS GIVEN TO AN INDIVIDUAL OR ORGANIZATION WORKING IN THE REALM OF FOOD WHO HAS GIVEN SELFLESSLY AND WORKED TIRELESSLY TO BETTER THE LIVES OF OTHERS AND SOCIETY AT LARGE. THE AMOUNT GRANTED DOES NOT REQUIRE MONITORING AFTER IT HAS BEEN GIVEN DUE TO THE NATURE OF THE AWARD. X X X X 0 0 0 0 0 0 0 1 0 CLARE REICHENBACH CHIEF EXECUTIVE OFFICER 424345 0 61024 0 0 0 0 0 25419 0 510788 0 0 0 KRISTOPHER MOON CHIEF OPERATING OFFICER 345462 0 61024 0 0 0 0 0 15659 0 422145 0 0 0 JODI POSNER CHIEF FINANCIAL OFFICER 214951 0 36024 0 0 0 0 0 19755 0 270730 0 0 0 DAWN PADMORE VP OF AWARDS 192903 0 18015 0 0 0 0 0 16445 0 227363 0 0 0 SIOBHAN HABER VP OF EVENTS 175605 0 16014 0 0 0 0 0 31532 0 223151 0 0 0 TAMAR SIMPSON VP OF COMMUNICATIONS 167281 0 18515 0 0 0 0 0 36737 0 222533 0 0 0 JAIME FAYE BEAN VP OF DEVELOPMENT 169374 0 26015 0 0 0 0 0 25548 0 220937 0 0 0 COLLEEN VINCENT VP OF COMMUNITY 186656 0 15000 0 0 0 0 0 13673 0 215329 0 0 0 ANNE MCBRIDE VP IMPACT 179517 0 17015 0 0 0 0 0 18320 0 214852 0 0 0 CHRISTINA D'ESPOSITO DIRECTOR OF SPONSORSHIP 127646 0 38083 0 0 0 0 0 15408 0 181137 0 0 0 KIMBERLY STRAUSS SENIOR DIRECTOR, DATABASE 135697 0 6082 0 0 0 0 0 12547 0 154326 0 0 0 PART I, LINE 7 SOME BONUSES ARE CONTRACTUAL AS PART OF AN EMPLOYEE'S HIRING AGREEMENT, WHILE OTHERS ARE DETERMINED BASED ON PERFORMANCE METRICS AND GOAL ACHIEVEMENT. X EVENT AND KITCHEN SUPPLIES 137 426067 FMV X EQUIPMENT 6 28900 FMV X HOTELS EXPENSES 7 4401 FMV X FLOWERS & DECORATION 1 1000 FMV 0 0 1 0 PART I, COLUMN (B): INDICATES THE NUMBER OF CONTRIBUTORS THAT DONATED NONCASH ITEMS DURING THE FISCAL YEAR ENDED 03/31/2025. FORM 990, PART VI, SECTION B, LINE 11B AFTER PREPARATION OF THE FORM 990 IS COMPLETED BY OUR INDEPENDENT ACCOUNTANTS (WITH INPUT AND SUPPORT BY THE FOUNDATION'S FINANCIAL STAFF), AND PRIOR TO ITS FILING WITH THE IRS, THE CEO AND CFO OF THE FOUNDATION REVIEW THE PREPARED FORM 990. THE PREPARED FORM 990 IS THEN SHARED WITH THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS - WHOSE CHARTER INCLUDES THEIR "OVERSIGHT OF THE CORPORATION'S TAX AND REGULATORY FILINGS" - FOR THEIR REVIEW. AFTER THE REVIEWS BY THESE FOUNDATION OFFICERS AND MEMBERS OF THE AUDIT COMMITTEE ARE COMPLETED, A COPY OF THE FINAL FORM 990 (INCLUDING REQUIRED SCHEDULES) IS DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CHAIRMAN OF THE BOARD OF DIRECTORS AND THE CHAIRMAN OF THE GOVERNANCE COMMITTEE DIRECT THE ANNUAL DISTRIBUTION OF CONFLICT OF INTEREST FORMS TO ALL TRUSTEES AND OFFICERS, AND RETAIN COMPLETED AND SIGNED ASSURANCES OF THEIR CONTINUED COMPLIANCE WITH THE REQUIRED CONFLICTS OF INTEREST RESTRICTIONS. ANY SITUATION THAT INVOLVES, OR MAY REASONABLY BE EXPECTED TO INVOLVE, A CONFLICT OF INTEREST WITH THE ORGANIZATION AND IS NOT OTHERWISE PROVIDED FOR IN THIS POLICY SHOULD BE DISCLOSED PROMPTLY TO THE CHAIR OF THE GOVERNANCE COMMITTEE. IF THE COMMITTEE OR THE BOARD OF TRUSTEES DETERMINES THAT A TRANSACTION WOULD CREATE A CONFLICT OF INTEREST, THE TRANSACTION IS SUBJECT TO APPROVAL IN ADVANCE BY THE MEMBERS OF THE BOARD OF TRUSTEES OR APPLICABLE COMMITTEE WHO DO NOT HAVE A CONFLICT WITH RESPECT TO THE TRANSACTION. ANY KEY PERSON HAVING A CONFLICT OF INTEREST WILL RECUSE HIM- OR HER- SELF FROM CONSIDERATION OF THE TRANSACTION, I.E., THE INTERESTED KEY PERSON MAY NOT VOTE ON THE TRANSACTION OR BE PRESENT WHEN THE VOTE IS TAKEN, AND THE INTERESTED KEY PERSON MAY NOT BE PRESENT DURING ANY DISCUSSION OF THE TRANSACTION OTHER THAN TO ANSWER QUESTIONS. FORM 990, PART VI, SECTION B, LINE 15A BASED ON A REVIEW OF THE PRESIDENT/CEO'S PERFORMANCE (AND HER SUBMISSION OF A WRITTEN NARRATIVE DOCUMENTING HER PERFORMANCE FOR THE PREVIOUS YEAR), AN INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS MAKES ANNUAL RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE, AND TO THE ENTIRE BOARD OF DIRECTORS, FOR REVIEW AND APPROVAL OF ANY INCREASE (OR MAINTENANCE) OF THE PRESIDENT/CEO'S COMPENSATION, WHICH IS DOCUMENTED CONTEMPORANEOUSLY. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS SET BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION POSTS ON ITS OWN WEBSITE ALL FINANCIAL STATEMENTS (IMMEDIATELY UPON COMPLETION OF THE ANNUAL AUDITS), ITS CONFLICT OF INTEREST POLICY, AND ITS CODE OF CONDUCT, ETHICS AND GOVERNANCE. FORM 990, PART IX, LINE 11G COMMISSIONS: PROGRAM SERVICE EXPENSES 251,436. MANAGEMENT AND GENERAL EXPENSES 14,176. FUNDRAISING EXPENSES 3,527. TOTAL EXPENSES 269,139. COMPUTER SUPPORT: PROGRAM SERVICE EXPENSES 114,034. MANAGEMENT AND GENERAL EXPENSES 6,429. FUNDRAISING EXPENSES 1,600. TOTAL EXPENSES 122,063. CONSULTANTS: PROGRAM SERVICE EXPENSES 4,456,324. MANAGEMENT AND GENERAL EXPENSES 275,210. FUNDRAISING EXPENSES 14,145. TOTAL EXPENSES 4,745,679. HONORARIA: PROGRAM SERVICE EXPENSES 645,806. MANAGEMENT AND GENERAL EXPENSES 36,411. FUNDRAISING EXPENSES 9,060. TOTAL EXPENSES 691,277. PERFORMANCES: PROGRAM SERVICE EXPENSES 17,251. MANAGEMENT AND GENERAL EXPENSES 973. FUNDRAISING EXPENSES 242. TOTAL EXPENSES 18,466. PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 417,336. MANAGEMENT AND GENERAL EXPENSES 23,530. FUNDRAISING EXPENSES 5,855. TOTAL EXPENSES 446,721. SECURITY: PROGRAM SERVICE EXPENSES 26,391. MANAGEMENT AND GENERAL EXPENSES 1,488. FUNDRAISING EXPENSES 370. TOTAL EXPENSES 28,249. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 335,081. MANAGEMENT AND GENERAL EXPENSES 18,892. FUNDRAISING EXPENSES 4,701. TOTAL EXPENSES 358,674.