2023-02-15T08:44:42-06:00 2022-03-31 872525370 CITRIN COOPERMAN ADVISORS LLC 290 W MT PLEASANT AVENUE 3310 LIVINGSTON NJ 07039 990 2021-04-01 132752108 THE JAMES BEARD FOUNDATION INC JAME 2126754984 167 WEST 12TH STREET NEW YORK NY 10011 JODI POSNER CFO 2126754984 2023-01-17 1 JODI POSNER XXX-XX-XXXX PAULA VUKSIC P00360739 9732180500 2023-02-14 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z JODI POSNER 167 WEST 12TH STREET NEW YORK NY 10011 15377651 0 X WWW.JAMESBEARD.ORG X 1985 NY THE JAMES BEARD FOUNDATION IS A NONPROFIT ORGANIZATION WHOSE MISSION IS TO CELEBRATE, SUPPORT, AND ELEVATE THE PEOPLE BEHIND AMERICA'S FOOD CULTURE AND CHAMPION A STANDARD OF GOOD FOOD ANCHORED IN TALENT, EQUITY, AND SUSTAINABILITY. 26 25 51 50 136593 45403 5601443 4743544 8488096 10011550 25952 16917 264856 369408 14380347 15141419 1075515 671550 0 0 4741185 4947414 0 251667 1183124 7524097 8901170 13340797 14771801 1039550 369618 8505209 8081920 4307387 3514480 4197822 4567440 X THE JAMES BEARD FOUNDATION IS A NONPROFIT ORGANIZATION WHOSE MISSION IS TO CELEBRATE, SUPPORT, AND ELEVATE THE PEOPLE BEHIND AMERICA'S FOOD CULTURE AND CHAMPION A STANDARD OF GOOD FOOD ANCHORED IN TALENT, EQUITY, AND SUSTAINABILITY. 0 0 2381341 3104871 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 BROADER FOOD SYSTEM, AS WELL AS A DEMONSTRATED COMMITMENT TO RACIAL AND GENDER EQUITY, COMMUNITY, SUSTAINABILITY, AND A CULTURE WHERE ALL CAN THRIVE. THESE ANNUAL AWARDS ARE HIGH HONOR FOR FOOD AND BEVERAGE PROFESSIONALS WORKING ON THE U.S. AWARDS CATEGORIES INCLUDE COOKBOOKS, RESTAURANT AND CHEFS, BROADCAST MEDIA, AND JOURNALISM. NOMINEES AND AWARD WINNERS ARE SELECTED BY THEIR INDUSTRY PEERS (TOTALLY 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 2022 AWARDS WERE THE FIRST SINCE CHANGES TO THE AWARDS WERE MADE AS THE RESULT OF AN AUDIT OF OUR POLICIES AND PROCEDURES, INCLUDING ESTABLISHING A CODE OF ETHICS AND AN INDEPENDENT REVIEW PROCESSCONDUCTED BY OUR VOLUNTEER ETHICS COMMITTEE. 983844 207098 JBF HOUSE EVENTS/BH FELLOW PROGRAM:FOR DECADES, COOKING AT THE JAMES BEARD HOUSE HAS BEEN AN ASPIRATION FOR MANY CHEFS AND HAS BEEN CONSIDERED A CAREER MILESTONE. IN MAY OF 2021, WE LAUNCHED THE BEARD HOUSE FELLOWS PROGRAM PRESENTED BY CAPITAL ONE, WHICH RE-ENVISIONS THE POTENTIAL OF THIS HISTORIC SPACE INTO A HUB OF TRAINING AND PROFESSIONAL DEVELOPMENT FOR TALENTED EMERGING CHEFS. EACH FELLOW WILL HAVE A TEN-WEEK RESIDENCE AT THE BEARD HOUSE AND WILL RECEIVE TRAINING IN:- FINANCIAL AND SMALL BUSINESS ADVICE PROVIDED BY CAPITAL ONE- LEGAL ADVICE- MEDIA TRAINING AND PERSONAL BRANDING DEVELOPMENT WITH PUBLICIST VALERIE WILSON- SOCIAL MEDIA TRAINING WITH THE TALENTED TENTH COLLECTIVE- FOOD POLICY AND ADVOCACY TRAINING BY THE JBF PROGRAMS TEAM- LEADERSHIP ASSESSMENT AND TRAINING- DEVELOP A MEAL KIT IN COLLABORATION WITH GREAT PERFORMANCES WHICH WILL BE AVAILABLE TO EVERYONE ACROSS THE COUNTRY AND CONCLUDE WITH A LIVE VIRTUAL EVENT AT THE JAMES BEARD HOUSE 1536694 2740200 TASTE AMERICA PROGRAM:THE JAMES BEARD FOUNDATION'S 10TH ANNUAL TASTE AMERICA CULINARY SERIES, PRESENTED BY CAPITAL ONE, BRINGS 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 WILL COME TOGETHER IN 20 MARKETS ACROSS THE UNITED STATES TO REPRESENT A SHARED MISSION OF "GOOD FOOD FOR GOOD". THIS COHORT OF CHEFS, KNOWN AS THE TASTETWENTY, WILL COLLABORATE THROUGHOUT THE YEAR AT CHEF DINNERS AND WALKAROUND TASTINGS, SPOTLIGHTING THE BREADTH AND UNITY OF CULINARY CREATIVITY ACROSS THE NATION. EACH MARKET WITH ITS FEATURED CHEFS WILL SHOWCASE THE CENTRALITY OF AMERICAN FOOD CULTURE AND CELEBRATE DIVERSE COMMUNITIES, LEADING THE WAY TO A FUTURE CULINARY INDUSTRY WHERE ALL CAN THRIVE. 6634719 671550 3959381 JBF INDUSTRY PROGRAMSTHE JAMES BEARD FOUNDATION'S CHEF BOOTCAMP FOR POLICY AND CHANGE WAS CREATED IN 2012 AND IS THE FOUNDATION OF OUR ONGOING INDUSTRY ADVOCACY PROGRAMS. SINCE MARCH 2020, MANY BOOTCAMP ALUMNI HAVE PUT THEIR ADVOCACY TRAINING TO WORK ALONG WITH OTHER INDUSTRY LEADERS TO URGE POLICYMAKERS TO PROVIDE FUNDING AND CREATE POLICIES TO KEEP RESTAURANTS OPEN. CHEF ADVOCACY IS AN IMPORTANT ARM OF THE JAMES BEARD FOUNDATION. THE VOICES OF THE COMMUNITY ARE MORE IMPORTANT AND POWERFUL THAN EVER.THE JAMES BEARD FOUNDATION'S WOMEN'S LEADERSHIP PROGRAMS (WLP) AIM TO CHAMPION GENDER AND RACIAL EQUITY BY SUPPORTING WOMEN THROUGHOUT THE LIFECYCLE OF THEIR CAREERS. WE LOOK TO ADDRESS THE ROOT CAUSES AND CHALLENGES WOMEN FACE IN THEIR PROFESSIONAL ADVANCEMENT. WE DO SO IN PARTNERSHIP AND IN COLLABORATION WITH OTHER WOMEN LED ORGANIZATIONS. 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. WE DO SO THROUGH PROGRAMMING WITHIN THE PILLARS OF FINANCE, COMMUNITY AND NETWORK, EDUCATION AND TRAINING, AND WELLNESS AT WORK.THE WOMEN'S ENTREPRENEURIAL LEADERSHIP (WEL) FLAGSHIP PROGRAM IS AN ADVANCED EDUCATIONAL, TRAINING, AND NETWORKING PROGRAM FOR BUSINESS OWNERS IN ALL AREAS OF THE HOSPITALITY INDUSTRY. THE 10 WEEK PROGRAM, CREATED IN CONJUNCTION WITH CORNELL UNIVERSITY, INCLUDES SESSIONS ON LEADERSHIP, NEGOTIATING, STRATEGY, BUSINESS AND FINANCIAL MODELS, FUNDING YOUR BUSINESSES, MEASURING SUCCESS, AND MORE. IN ADDITION TO LIVE VIRTUAL SESSIONS LED BY CORNELL FACULTY FROM ACROSS THE UNIVERSITY, INDUSTRY PROFESSIONALS, AND OTHER SUBJECT MATTER EXPERTS, WEL PARTICIPANTS ALSO SELECT AN ELECTIVE FROM CORNELL'S EXTERNAL EDUCATION PROGRAM. 6634719 671550 3959381 11536598 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 174 0 1 51 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 26 25 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 FREDERIC M SEEGAL BOARD CHAIR 3.00 X X 0 0 0 MICHAEL PHILLIPS BOARD VICE CHAIR 1.00 X X 0 0 0 NANCY LUKITSH BOARD TREASURER 1.00 X X 0 0 0 CHRISTIAN BROWN BOARD SECRETARY 1.00 X X 0 0 0 PETER CAMERON TRUSTEE 0.50 X 0 0 0 CHERRY JEFF TRUSTEE 0.50 X 0 0 0 TRICIA CLARKE STONE TRUSTEE 0.50 X 0 0 0 BALDWIN CUNNINGHAM TRUSTEE 0.50 X 0 0 0 MELINDA MINDY HILDEBRAND TRUSTEE 0.50 X 0 0 0 CHRIS LYONS TRUSTEE 0.50 X 0 0 0 ANTHONY MYINT TRUSTEE 0.50 X 0 0 0 RODNEY WILLIAMS TRUSTEE 0.50 X 0 0 0 TREVOR GUTHRIE TRUSTEE 0.50 X 0 0 0 TANYA HOLLAND TRUSTEE 0.50 X 0 0 0 ERIC KESSLER TRUSTEE 0.50 X 0 0 0 STEVEN KOCH TRUSTEE 0.50 X 0 0 0 EMILY LUCHETTI TRUSTEE 0.50 X 0 0 0 CINDY MCLOUGHLIN TRUSTEE 0.50 X 0 0 0 MARY SUE MILLIKEN TRUSTEE 0.50 X 0 0 0 RICHARD PERLMAN TRUSTEE 0.50 X 0 0 0 ANNE QUATRANO TRUSTEE 0.50 X 0 0 0 JAN RISI TRUSTEE 0.50 X 0 0 0 DAVID RIVKIN TRUSTEE 0.50 X 0 0 0 HERB SCANNELL TRUSTEE 0.50 X 0 0 0 MARVA SMALLS TRUSTEE 0.50 X 0 0 0 CLARE REICHENBACH C.E.O. 40.00 X X 404737 0 23247 KRISTOPHER MOON C.O.O. 40.00 X 261698 0 15712 JODI POSNER C.F.O. 40.00 X 206532 0 16982 SIOBHAN HABER VP OF EVENTS 40.00 X 157785 0 27552 DAWN PADMORE VP OF AWARDS 40.00 X 139822 0 15066 CHRISTINA D'ESPOSITO DIRECTOR SPONSORSHIP 35.00 X 116023 0 12995 ALISON TOZZI VP COMM 35.00 X 111203 0 13407 SANDRA MATIAS ROSARIO DIRECTOR OF GENERAL ACCTG 35.00 X 100729 0 18524 MANINDER K SINGH DIR PEOPLE & CULTURE 35.00 X 117364 0 12014 1615893 0 155499 9 0 1 0 INTERSPORT DOBBS FERRY NEW YORK NY 10522 SPONSOR RELATIONS / COMMISSIONS & VIDEO 1070500 BOWEN & COMPANYLLC 145 PALISADE STREET SUITE 221 NEW YORK NY 10706 AWARDS & TASTE AMERICA EVENT PLANNER 770002 COMMUNITY COUNSELLING SERVICE CO LLC 527 MADISON AVENUE 5TH FL NEW YORK NY 11101 CONSULTANT/ DEVELOPMENT/FUNDRAISING 355501 SIMPLISSIMUS 2728 THOMSON AVE WS18 LIC NEW YORK NY 10010 BRANDING / GRAPHIC DESIGNER 251500 SUSAN MAGRINO AGENCY 352 PARK AVE SOUTH 6TH FL NEW YORK NY 10010 CONSULTANT/COMMUNICATION STRATEGICS/RACI 127500 8 139029 260460 1270933 3073122 405884 4743544 SPECIAL EVENTS 900099 6052791 6052791 AWARDS EVENT 900099 3104871 3104871 EDUCATIONAL PROGRAMS 900099 646790 646790 HOUSE EVENT REVENUE 900099 207098 207098 10011550 16917 16917 469047 260460 236232 232815 232815 FEES FOR USE OF SPACE 532000 133072 133072 PUBLICATIONS 511120 3521 3521 136593 15141419 10011550 136593 249732 X 370100 370100 301450 301450 1258267 1006883 125073 126311 2761074 1809469 562637 388968 928073 650301 158793 118979 316291 300799 8652 6840 64000 1500 62500 251667 251667 5345033 4769706 472318 103009 465716 304490 155654 5572 95566 79871 4171 11524 331383 171533 126271 33579 569560 458201 49545 61814 51881 51881 308414 171147 94480 42787 116703 116703 EVENT PRODUCTION 731038 731038 0 DESIGN & LAYOUT 247500 247500 CREDIT CARD AND OTHER P 53758 42640 5731 5387 REPAIRS AND MAINTENANCE 46151 9350 35945 856 158176 110620 21725 25831 14771801 11536598 2052079 1183124 182940 351675 5442958 4459731 678245 696275 4478 111157 241731 4041061 2314775 1817915 1726286 10000 10000 261994 591744 8505209 8081920 1331997 1384506 804620 810554 1275770 1172106 895000 147314 4307387 3514480 X 2140942 3030517 2056880 1536923 4197822 4567440 8505209 8081920 369618 0 X X 0 1 X 1 0 X 3541997 4697613 4368663 5601443 4743544 22953260 3541997 4697613 4368663 5601443 4743544 22953260 824712 22128548 103832 28984 58709 25952 16917 234394 19894 65766 158650 101315 136593 482218 565850 547172 583621 189493 469047 2355183 26025055 50233259 0.85030 0.84840 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 16,623. 2021 AMOUNT: $ 0. OTHER ACTIVITY - 2017 AMOUNT: $ 33,519. FUNDRAISING ACTIVITY - 2017 AMOUNT: $ 532,331. 2018 AMOUNT: $ 547,172. 2019 AMOUNT: $ 583,621. 2020 AMOUNT: $ 172,870. 2021 AMOUNT: $ 469,047. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 602527 1358 603885 600020 2507 602527 600020 600020 1.00000 0 0 418869 418869 2148229 1277321 870908 1473963 1037454 436509 1726286 DEPOSITS AND PREPAID EVENTS 591744 591744 X 16393649 1015998 236232 1252230 15141419 0 15141419 16024031 1015998 236232 1252230 14771801 0 14771801 PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT IS TO PROVIDE FOR A $20,000 CASH AWARD TO EACH YEAR'S HUMANITARIAN OF THE YEAR AWARD WINNER. PART X, LINE 2: THE JAMES BEARD FOUNDATION, INC. IS A NOT-FOR-PROFIT ORGANIZATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE ("IRC") SECTION 501(A) AS DESCRIBED IN IRC SECTION 501(C)(3). AND FROM STATE INCOME TAXES. THE FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ENTITY IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. THE FOUNDATION HAS DETERMINED THAT IT IS SUBJECT TO UNRELATED BUSINESS INCOME TAX AND WILL APPROPRIATELY FILE AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. THE FOUNDATION RECOGNIZES AND MEASURES ITS UNRECOGNIZED TAX BENEFITS IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("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: FUNDRAISING EVENTS EXPENSES 236,232. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSES 236,232. 1 COMMUNITY COUNSELLING SERVICE CO LLC 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 CONSULTATION AND ADVISORY SERVICES 0 0 0 0 AUCTION GALA 612166 211556 400610 233755 OTHER AUCTIONS 92341 23904 68437 2445 1 25000 25000 32 729507 260460 469047 236232 236232 232815 SCHEDULE G, PART I, LINE 2B, COLUMN (V) CONSULTATION AND ADVISORY SERVICES 1 WINE EMPOWERED PO BOX 20232 NEW YORK NY 10001 833185109 501(C)3 5000 0 PROVIDE TUITION FREE WINE CLASSES TO WOMEN AND MINORITIES IN HOSPITALITY INDUSTRY TINA ARCHULETA 2500 12TH STREET ALBUQUERQUE NM 87024 861342665 15000 0 PAYROLL AND RENT BEDSTUY KITCHEN 41-28 37TH ST LONG ISLAND CITY NY 11101 15000 0 PAYROLL AND OPERATING COSTS BG ANDERSON LLC 1508 W ANDERSON LANE AUSTIN TX 78757 15000 0 PAYROLL AND OPERATING EXPENSES CREDENTIALS SOCIAL CLUB LLC 703 C WEST 3RD ST PEMBROKE NC 28372 832310914 15000 0 OPERATIONS AND PAYROLL EMOJIS GRILLED CHEESE 2906 E MLK AUSTIN TX 78702 15000 0 PAYROLL AND YOUTH TRAINING PROGRAM FISHSCALE INC 637 FLORIDA AVE NW WASHINGTON DC 20001 15000 0 OPERATIONS GOODIES FROZEN CUSTARD AND TREATS 200 COMMERCE STREET ALEXANDRIA VA 22314 15000 0 OPERATING COSTS AND COMMUNITY ENGAGEMENT HOTVILLE CHICKEN LLC 4070 MARLTOON AVE LOS ANGELES CA 90008 15000 0 JOB CREATION AND PAYROLL MARKETING TOGETHER LLC 319 5TH STREET SW ALBUQUERQUE NM 87102 15000 0 OPERATING COSTS TUDOR A MONTAGUE 649-B QUICK ROAD WINTERHAVEN CA 92283 810859155 15000 0 EQUIPMENT AND SUPPLIES; MARKETING AND PROMOTION MORNING LIGHT LLC 107 E 4TH ST HOYT KS 66440 471332931 15000 0 PAYROLL AND OPERATING COSTS NUI KAELOHA INC POB 1070 KANEOHE HI 96744 863720876 15000 0 PAYROLL AND OPERATING EXPENSES NUSSLI 118 LLC 2259 MASSACHUSETTS AVE CAMBRIDGE MA 02140 465209217 15000 0 PAYROLL AND OPERATING COSTS PARLOR ATLANTA LLC 249 PETERS STREET ATLANTA GA 30313 352562872 15000 0 PAYROLL AND OPERATING COSTS JONATHAN RHODES 2612 KING STREET HOUSTON TX 77026 15000 0 OPERATING COSTS ROCKSTAR DOUGH LLC 4002 30TH ST SAN DIEGO CA 92104 15000 0 PAYROLL AND OPERATING COSTS SAMMYS AVENUE EATERY LLC 101 WEST BROADWAY MINNEAPOLIS MN 55411 462376808 15000 0 PAYROLL AND OPERATING COSTS SKYDANCE BREWING COMPANY INC 1 NE 7TH STREET OKLAHOMA CITY OK 73104 862968616 15000 0 PAYROLL AND CONSTRUCTION COSTS THE NOURISH SPOT 107-05 GUY R BREWER BLVD JAMAICA NY 11433 15000 0 PAYROLL TRAVIS BOB 208 S TOPPENISH AVE TOPPENISH WA 98948 15000 0 SUPPLIES AND INVENTORY UNCLE WILLIE GREEN WINGS 947 FRELINGHUYSEN AVE NEWARK NJ 07114 15000 0 PAYROLL AND OPERATING COSTS DENISE VELLEJO 259 N KENMORE AVE LOS ANGELES CA 90004 15000 0 OPERATING COSTS AND EQUIPMENT WAHPEPAHS KITCHEN LLC 3301 E 12TH ST OAKLAND CA 94601 15000 0 PAYROLL WATERBIRD CATERING LLC 5150 COLLEGE BLVD FARMINGTON MA 87402 15000 0 OPERATING COSTS GREEN CITY MARKET 3057 N ROCKWELL ST CHICAGO IL 60618 364289022 501(C)3 5000 0 CHICAGO CHEFS COOK FOR UKRAINE 2 24 SCHOLARSHIPS FOR STUDENTS PURSUING A CAREER IN CULINARY ARTS 24 301450 PART I, LINE 2: 1) THE LARGER CATEGORY WAS AWARDED FOR SCHOLARSHIPS FOR STUDENTS PURSUING A CAREER IN CULINARY ARTS. A DESCRIPTION OF THE JBF SCHOLARSHIP PROGRAM, SELECTION PROCESS, AND MONITORING OF USE OF AWARDED FUNDS IS AS FOLLOWS: THE SCHOLARSHIP PROGRAM OF THE JAMES BEARD FOUNDATION IS ONE OF OUR KEY UNDERTAKINGS. 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. AS OF 2021, THE FOUNDATION WILL HAVE AWARDED NEARLY $9 MILLION IN FINANCIAL AID TO OVER 2,000 RECIPIENTS. THE SCHOLARSHIP PROGRAM IS ESSENTIAL TO THE FULFILLMENT OF OUR MISSION TO CELEBRATE, SUPPORT, AND ELEVATE THE PEOPLE BEHIND AMERICA'S FOOD CULTURE AND CHAMPION A STANDARD OF GOOD FOOD ANCHORED IN TALENT, EQUITY, AND SUSTAINABILITY. SINCE 2006, THE ADMINISTRATION OF THE SCHOLARSHIP PROGRAM HAD BEEN MANAGED BY THE SCHOLARSHIP MANAGEMENT SERVICES DIVISION OF SCHOLARSHIP AMERICA. 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 MEMBERS OF THE SCHOLARSHIP SELECTION COMMITTEE ARE: LYNDA DIAS, ASSISTANT PROFESSOR, HOSPITALITY MANAGEMENT DEPARTMENT, NYC COLLEGE OF TECHNOLOGY; JENNIFER HILL BOOKER, OWNER AND EXECUTIVE CHEF, YOUR RESIDENT GOURMET; RON GUMBAZ, JAMES BEARD FOUNDATION MEMBER AT LARGE; MARY SUE MILLIKEN, TRUSTEE, JAMES BEARD FOUNDATION; ELIZABETH FALKNER, AMERICAN CONSULTING CHEF; KEVIN MITCHELL, CHEF; CLAUDIA KARACH, DIRECTOR OF BEARD HOUSE FELLOWS PROGRAM, JAMES BEARD FOUNDATION; VERVEINE PALLADIN, DAUGHTER OF THE LATE CHEF JEAN-LOUIS PALLADIN; TONI SAKAGUCHI, EXECUTIVE CHEF, CULINARY INSTITUTE OF AMERICA; KRIS MOON, PRESIDENT AND COO, JAMES BEARD FOUNDATION; AND EMILY LUCHETTI, CHEF, AUTHOR, AND TRUSTEE, JAMES BEARD FOUNDATION. IN FISCAL YEAR 2021, THE JAMES BEARD FOUNDATION AWARDED 21 CASH SCHOLARSHIPS BASED ON THE SELECTIONS OF OUR COMMITTEE. THE FOUNDATION AWARDED CASH SCHOLARSHIPS TOTALING $105,412 VIA ISTS. AFTER SELECTION AND NOTIFICATION OF THE SCHOLARSHIP WINNERS, ISTS SENDS INDIVIDUAL CHECKS WITH THE DESIGNATED SCHOLARSHIP FUNDS TO THE SPECIFIC CULINARY SCHOOLS AND INSTITUTIONS FOR WHICH THE AWARDS WERE MADE. 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. 2)THE SECOND CATEGORY IS : CULINARY TRAVEL & STUDIES GRANT FOR WHICH $4,000 WAS AWARDED TO (OR ACCRUED FOR) 1 INDIVIDUAL IN FISCAL YEAR 2021. FOR THIS CATEGORY, AS FOR THE SCHOLARSHIP AWARDS, APPLICATIONS ARE RECEIVED AND EVALUATED BY ISTS, AND A NARROWED SELECTION ARE PASSED ALONG FOR FINAL REVIEW AND SELECTION BY THE JBF SCHOLARSHIP SELECTION COMMITTEE. THE SELECTED CANDIDATE IS ASKED TO COMPLY WITH A VERY SPECIFIC PROCESS, AND TO PROVIDE THE FOLLOWING ITEMS TO THE JAMES BEARD FOUNDATION IN ORDER TO RECEIVED THE AWARDED GRANT FUNDS: IN ADDITION TO THE SCHOLARSHIP APPLICATION, ALL CANDIDATES ARE REQUIRED TO SUBMIT A LETTER OF INVITATION FROM A POTENTIAL EMPLOYER OR HOST INDICATING THAT THE CANDIDATE'S PARTICIPATION IS WELCOME, AND THAT ALL LEGALITIES REGARDING THE TEMPORARY WORK STATUS HAVE BEEN ADDRESSED, AS ESSAY DESCRIBING THE CANDIDATE'S BACKGROUND, INTEREST IN THE CULINARY ARTS, AND EXPECTATIONS FOR THIS POTENTIAL LEARNING OPPORTUNITY IS ALSO REQUIRED, AND FINALLY, THE SELECTED CANDIDATE IS REQUIRED TO PROVIDE AN INTERIM REPORT AND A FINAL FOLLOW-UP REPORT DETAILING THE HIGHLIGHTS OF THEIR EXPERIENCE, OUTLINING WHAT WAS LEARNED AND ACCOMPLISHED, AND FINALLY TO SUBMIT A COMPLETE EXPENSE REPORT WITH RECEIPTS, DOCUMENTING HOW THE GRANT WAS SPENT. THE PAYMENT IS PROVIDED IN INTERIM SEGMENTS- FOR EACH OF WHICH RECEIPTS ARE RECEIVED, A THOROUGH REVIEW OF EXPENSES IS CONDUCTED BY JBF'S FINANCIAL STAFF, AND APPROVED BY THE PROGRAMS MANAGER AND THE CFO. X X X X 0 0 0 0 0 0 0 0 0 CLARE REICHENBACH C.E.O. 364379 0 40358 0 0 0 0 0 0 23247 404737 23247 0 0 KRISTOPHER MOON C.O.O. 221340 0 40358 0 0 0 0 0 0 15712 261698 15712 0 0 JODI POSNER C.F.O. 186177 0 20355 0 0 0 0 0 0 16982 206532 16982 0 0 SIOBHAN HABER VP OF EVENTS 149430 0 8355 0 0 0 0 0 0 27552 157785 27552 0 0 DAWN PADMORE VP OF AWARDS 139443 0 379 0 0 0 0 0 0 15066 139822 15066 0 0 X COVID-19 TESTS 9000 200000 FMV X EVENT PROD'N 47 176384 FMV X PROMO MATERIALS 1 20000 FMV X KITCHEN SUPPLIES 5 9500 FMV 0 0 0 PART I, COLUMN B INDICATES THE NUMBER OF CONTRIBUTORS THAT DONATED NONCASH ITEMS DURING THE FISCAL YEAR ENDED 3/31/2022. 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 MANY 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. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION POSTS ON ITS OWN WEBSITE ALL FINANCIAL STATEMENTS (IMMEDIATELY UPON COMPLETION OF THE ANNUAL AUDITS), AS WELL AS THE CURRENT 990, ITS CONFLICT OF INTEREST POLICY, AND ITS CODE OF CONDUCT, ETHICS AND GOVERNANCE. 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), AS WELL AS THE CURRENT 990, ITS CONFLICT OF INTEREST POLICY, AND ITS CODE OF CONDUCT, ETHICS AND GOVERNANCE. FORM 990, PART IX, LINE 11G OTHER CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 4,754,054. MANAGEMENT AND GENERAL EXPENSES 446,405. FUNDRAISING EXPENSES 93,177. TOTAL EXPENSES 5,293,636. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 15,652. MANAGEMENT AND GENERAL EXPENSES 25,913. FUNDRAISING EXPENSES 9,832. TOTAL EXPENSES 51,397. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.