2025-07-22T16:34:21-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2023-10-01 330776076 JACK IN THE BOX FOUNDATION JACK 8585712538 9357 SPECTRUM CENTER BLVD SAN DIEGO CA 92123 DAWN HOOPER DIRECTOR 8585712538 2025-07-17 1 1 LISA N RYSSEL CPA P00643670 7149781300 2025-07-17 2023 2025-03-06 01:10:19Z DAWN HOOPER 9357 SPECTRUM CENTER BLVD SAN DIEGO CA 92123 4521881 0 X INVESTORS.JACKINTHEBOX.COM/ESG/COMMUNITY X 1997 CA THE MISSION OF THE FOUNDATION IS TO HELP PEOPLE ACCESS AND EXPLORE LIFE OUTSIDE THE BOX 8 8 0 15 0 0 2020570 4521881 0 0 0 0 -562117 -692772 1458453 3829109 535540 2748057 0 0 0 0 0 0 0 418 200 535958 2748257 922495 1080852 1487793 4087048 189375 1707778 1298418 2379270 X THE JACK IN THE BOX FOUNDATION'S MISSION IS TO HELP PEOPLE ACCESS AND EXPLORE LIFE OUTSIDE THE BOX. THE FOUNDATION CHAMPIONS THE SUCCESS OF OTHERS, WITH A FOCUS ON FEEDING, EDUCATING, AND EMPOWERING KIDS AND FAMILIES. OUR PRIMARY COMMUNITY PARTNER IS SHARE OUR STRENGTH/NO KID HUNGRY, ALONG WITH 100+ LOCAL, YOUTH-SERVING NONPROFITS ACROSS JACK IN THE BOX RESTAURANT COMMUNITIES. 0 0 2646516 2646516 JACK IN THE BOX FOUNDATION ("FOUNDATION") CONTRIBUTES MONEY AND VOLUNTEER TIME TO 501(C)(3) ORGANIZATIONS THAT FEED, EDUCATE, AND EMPOWER YOUTH. DURING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024, THE FOUNDATION CONTRIBUTED $2,646,516 WORTH OF GRANTS. 101541 101541 JACK IN THE BOX FOUNDATION ("FOUNDATION") PROVIDES SHORT-TERM FINANCIAL ASSISTANCE UP TO $2,000 TO EMPLOYEES OF ITS RELATED AFFILIATE, JACK IN THE BOX INC. OR ITS SUBSIDIARIES OR FRANCHISEES, WHO ARE IMPACTED BY UNANTICIPATED AND UNAVOIDABLE EMERGENCIES THAT CAUSE FINANCIAL HARDSHIP AND ARE NOT OTHERWISE COVERED BY INSURANCE, GOVERNMENTAL OR PRIVATE AGENCIES OR THROUGH THEIR OWN PERSONAL FINANCIAL RESOURCES. 2748057 1 1 0 0 0 0 0 0 0 0 0 0 0 0 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 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 1 1 0 CA X CASEY BIRKDALE 8585712538 9357 SPECTRUM CENTER BLVD SAN DIEGO CA 92123 DARIN HARRIS DIRECTOR 1.00 40.00 X 0 5540553 86697 RYAN OSTROM CHAIR 1.00 40.00 X X 0 1756346 45220 DAWN HOOPER DIRECTOR 1.00 40.00 X 0 1045175 34988 PEGGY CHAPMAN DIRECTOR 1.00 40.00 X 0 435896 18662 MARK MADDEN DIRECTOR 1.00 40.00 X 0 413105 28960 SHEENA DOUGHER DIRECTOR 1.00 40.00 X 0 393909 33065 MATT HAMILTON DIRECTOR 1.00 40.00 X 0 327661 8267 ULONDA SAINZ DIRECTOR 1.00 40.00 X 0 487739 26869 DEAN GORDON LEFT 724 DIRECTOR 1.00 40.00 X 0 1132574 40384 0 11532958 323112 0 0 1 0 0 2195229 2326652 307879 4521881 0 2195229 692772 -692772 -692772 3829109 0 0 -692772 2646516 2646516 101541 101541 200 200 2748257 2748057 200 0 1298418 2379270 1585278 189375 122500 1487793 4087048 189375 122500 0 1585278 189375 1707778 X 873690 2009704 424728 369566 1298418 2379270 1487793 4087048 1080852 0 X X 0 1 X 1 0 X 817772 836731 1328715 2870628 4521881 10375727 817772 836731 1328715 2870628 4521881 10375727 2318381 8057346 10375727 0.77660 0.66030 X SCHEDULE A, PART II, LINE 1 LINE 1 INCLUDES $1,585,278 IN AGENCY FUND TRANSACTIONS. THE FOUNDATION FUNDRAISES ACROSS ALL JACK IN THE BOX INC. RESTAURANT LOCATIONS INCLUDING FRANCHISED LOCATIONS IN ORDER TO GENERATE SPONSORED CONTRIBUTIONS TO BE REMITTED DIRECTLY TO THE PARTNER ORGANIZATION AT THE END OF THE SPONSORSHIP PERIOD. THE FOUNDATION HELPED TO FACILITATE THE FUNDRAISER WITHIN JACK IN THE BOX LOCATIONS AND BASE THE CONTRIBUTIONS TO BE A PART OF THEIR TOTAL CONTRIBUTIONS GENERATED FOR THE TAX PERIOD. FOR FISCAL YEAR ENDING SEPTEMBER 30, 2024, THE FOUNDATION AND JACK IN THE BOX INC PARTNERED WITH SHARE OUR STRENGTH -NO KID HUNGARY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 AGENCY FUND PAYABLE 1585278 1585278 X 3087200 443933 399436 843369 2243831 1585278 1585278 3829109 2006348 443933 399436 843369 1162979 1585278 1585278 2748257 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM TAXATION UNDER SECTION 501(3) OF THE INTERNAL REVENUE CODE (IRC) AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE AND IS GENERALLY NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. HOWEVER, THE FOUNDATION IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM UNRELATED BUSINESS ACTIVITY AND NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED, AS THE NET INCOME, IF ANY, FROM ANY UNRELATED TRADE OR BUSINESS, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE ACCOMPANYING FINANCIAL STATEMENTS TAKE AS A WHOLE. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 399,436. PART XI, LINE 4B - OTHER ADJUSTMENTS: AGENCY TRANSACTIONS 1,585,278. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 399,436. PART XII, LINE 4B - OTHER ADJUSTMENTS: AGENCY TRANSACTIONS 1,585,278. GOLF TOURNAMENT 2195229 2195229 293336 399436 2195229 2195229 293336 399436 692772 -692772 1 AMERICAN RED CROSS 431 EIGHTEENTH STREET NW WASHINGTON DC 20006 530196605 501(C)(3) 25000 0 DONATION ANGELS FOSTER FAMILY NETWORK 9295 FARNHAM ST STE 200 SAN DIEGO CA 92123 330825875 501(C)(3) 7500 0 DONATION BACKCOUNTRY COMMUNITIES THRIVING PO BOX 1705 JULIAN CA 92036 872679329 501(C)(3) 7500 0 DONATION BIG BROTHERS BIG SISTERS 4305 UNIVERSITY AVENUE SUITE 590 SAN DIEGO CA 92105 952151526 501(C)(3) 86500 0 DONATION BORDERLAND RAINBOW CENTER 2714 WYOMING AVE EL PASO TX 79903 742809637 501(C)(3) 7500 0 DONATION BORDERLANDS PRODUCE RESCUE 270 W PRODUCE ROW NOGALES AZ 85621 860804743 501(C)(3) 10000 0 DONATION BOYS & GIRLS CLUB OF HARLINGEN PO BOX 1982 HARLINGEN TX 78551 741546529 501(C)(3) 10000 0 DONATION BOYS & GIRLS CLUB OF HAWAII 1000 BISHOP STREET SUITE 505 HONOLULU HI 96813 996005407 501(C)(3) 15000 0 DONATION BRIGHT FUTURES FOR YOUTH 200 LITTON DRIVE SUITE 308 GRASS VALLEY CA 95945 680262000 501(C)(3) 7500 0 DONATION CAVETT KIDS FOUNDATION 730 W WILSHIRE BLVD SUITE 109 OKLAHOMA CITY OK 73116 202025503 501(C)(3) 7500 0 DONATION DARRINGTON FOOD BANK FOUNDATION PO BOX 696 DARRINGTON WA 98241 831619811 501(C)(3) 10000 0 DONATION DRUG AWARENESS FOUNDATION 9701 WILSHIRE BLVD STE 1000 BEVERLY HILLS CA 90212 882017507 501(C)(3) 7500 0 DONATION EL PASOANS FIGHTING HUNGER 9541 PLAZA CIRCLE EL PASO TX 79927 452893839 501(C)(3) 15000 0 DONATION FOOTHILLS FOOD BANK & RESOURCE CENTER 6038 E HIDDEN VALLEY DR CAVE CREEK AZ 85331 860619725 501(C)(3) 7500 0 DONATION GERMAN ST VINCENT ORPHAN ASSOCIATION 7401 FLORISSANT RD ST LOUIS MO 63121 430653319 501(C)(3) 10000 0 DONATION HABITAT FOR HUMANITY OF NORTH IDAHO INC 176 W WYOMING HAYDEN ID 83835 820425146 501(C)(3) 10000 0 DONATION HERE TO SERVE 400 PROSPECT AVE MONROVIA CA 91016 452238035 501(C)(3) 10000 0 DONATION ILLUMINATION FOUNDATION 2871 PULLMAN STREET SANTA ANA CA 92705 711047686 501(C)(3) 10000 0 DONATION JOURNEY TO DREAM 579 NORTH VALLEY 200 LEWISVILLE TX 75067 201209865 501(C)(3) 15000 0 DONATION JUNIOR ACHIEVEMENT OF SAN DIEGO COUNTY INC 4756 MISSION GORGE PLACE SAN DIEGO CA 92120 951727087 501(C)(3) 325000 0 DONATION KANDELIA 3829B S EDMUNDS ST 9 SEATTLE WA 98118 911122532 501(C)(3) 10000 0 DONATION LEAGUE OF MIRACLES PO BOX 698 MOORESVILLE IN 46158 271180828 501(C)(3) 6000 0 DONATION MAKE-A-WISH CENTRAL 217 EAST TREMONT AVENUE CHARLOTTE NC 28203 561492432 501(C)(3) 7500 0 DONATION MAKE-A-WISH FOUNDATION OF ARIZONA INC 2901 NORTH 78TH STREET SCOTTSDALE AZ 85251 860409636 501(C)(3) 10000 0 DONATION MENTORS CARE 661 E MAIN STREET 200-170 MIDLOTHIAN TX 76065 300689961 501(C)(3) 7500 0 DONATION MONARCH SCHOOL PROJECT 1625 NEWTON AVE SAN DIEGO CA 92113 330871354 501(C)(3) 53500 0 DONATION MT HOOD KIWANIS CAMP 10725 SW BARBUR BLVD PORTLAND OR 97219 930422242 501(C)(3) 10000 0 DONATION NORTHEAST YOUTH AND FAMILY SERVICES 19 E QUEEN AVE SPOKANE WA 99207 845038627 501(C)(3) 10000 0 DONATION OAKLAND ELIZABETH HOUSE 6423 COLBY ST OAKLAND CA 94618 943225949 501(C)(3) 12000 0 DONATION PARTNERSHIP WITH NATIVE AMERICANS 16415 ADDISON RD STE 200 ADDISON TX 75001 473730147 501(C)(3) 7500 0 DONATION PRO KIDS GOLF ACADEMY INC 4085 52ND STREET SAN DIEGO CA 92105 330617741 501(C)(3) 25000 0 DONATION READING PARTNERS 638 3RD STREET OAKLAND CA 94607 770568469 501(C)(3) 7500 0 DONATION SAM HOUSTON HIGH SCHOOL PO BOX 152742 ARLINGTON TX 76015 464020600 501(C)(3) 10000 0 DONATION SELF ENHANCEMENT INC 3920 NORTH KERBY AVE PORTLAND OR 97227 931086629 501(C)(3) 7500 0 DONATION SHARE OUR STRENGTHNO KID HUNGRY 1030 15TH STREET NW SUITE 1100 WASHINGTON DC 20005 521367538 501(C)(3) 1585278 0 DONATION SISU YOUTH SERVICES 2129 NW 30TH STREET OKLAHOMA CITY OK 73112 465678806 501(C)(3) 7500 0 DONATION SPECIAL EDUCATION FOUNDATION 11933 WESTLINE INDUSTRIAL DR ST LOUIS MO 63146 431328026 501(C)(3) 10000 0 DONATION TOGETHER WE RISE CORPORATION 560 W LAMBERT RD BREA CA 92821 263043727 501(C)(3) 7500 0 DONATION WAY BACK INN FOUNDATION PO BOX 621 RENTON WA 98057 911548418 501(C)(3) 7500 0 DONATION WEDONTWASTE INC 6090 E 39TH AVE DENVER CO 80207 270585966 501(C)(3) 7500 0 DONATION WEST SIDE HELPING HAND 3146 HIGHLAND AVE CORPUS CHRISTI TX 78405 475019383 501(C)(3) 25000 0 DONATION YMCA OF SAN DIEGO COUNTY 3708 RUFFIN ROAD SAN DIEGO CA 92123 952039198 501(C)(3) 25000 0 DONATION YOUTH ALLIANCE 310 FOURTH STREET HOLLISTER CA 95023 770377245 501(C)(3) 7500 0 DONATION 43 RELIEF FUNDING 90 101541 PART I, LINE 2: THE FOUNDATION DOES NOT MONITOR THE USAGE OF FUNDS GRANTED TO OTHER IRC 501(C)(3) ORGANIZATIONS BEYOND ANY INITIAL DESIGNATIONS OR RESTRICTIONS, IF APPLICABLE. THE FOUNDATION DOES CONTACT THE GRANTEES TO SELF-REPORT COMPLIANCE WITH THE INITIAL DESIGNATIONS OR RESTRICTIONS, AS APPLICABLE. 0 0 1 0 0 0 1 0 0 DARIN HARRIS DIRECTOR 0 952975 0 4587578 0 0 0 66832 0 19865 0 5627250 0 0 RYAN OSTROM CHAIR 0 538436 0 1217910 0 0 0 30377 0 14843 0 1801566 0 0 DEAN GORDON LEFT 724 DIRECTOR 0 419751 0 712823 0 0 0 24376 0 16008 0 1172958 0 0 DAWN HOOPER DIRECTOR 0 389486 0 655689 0 0 0 15123 0 19865 0 1080163 0 0 ULONDA SAINZ DIRECTOR 0 233761 0 253978 0 0 0 7004 0 19865 0 514608 0 0 PEGGY CHAPMAN DIRECTOR 0 230228 0 205668 0 0 0 13548 0 5114 0 454558 0 0 MARK MADDEN DIRECTOR 0 229646 0 183459 0 0 0 13458 0 15502 0 442065 0 0 SHEENA DOUGHER DIRECTOR 0 223703 0 170206 0 0 0 13200 0 19865 0 426974 0 0 MATT HAMILTON DIRECTOR 0 193334 0 134327 0 0 0 8267 0 0 0 335928 0 0 PART I, LINE 4C DARIN HARRIS - $5,627,250 RYAN OSTROM - $1,801,566 DEAN GORDON - $1,172,958 DAWN HOOPER - $1,080,163 ULONDA SAINZ - $514,608 PEGGY CHAPMAN - $454,558 MARK MADDEN - $442,065 SHEENA DOUGHER - $426,974 MATT HAMILTON - $355,928 PART I, LINE 6 MOST, IF NOT ALL OF THE FOUNDATION'S BOARD MEMBERS, RECEIVED STOCK-BASED COMPENSATION OF THE RELATED-ORGANIZATION, JACK IN THE BOX INC., WHOSE VALUE IS CONTINGENT UPON THE SHARE-PRICE OF THE RELATED-ORGANIZATION. X AUCTION PACKAGES 12 214500 FMV X AIR FRESHENERS 1 93379 FMV 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING IN PART I, COLUMN (B), THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 1A AUTHORITY IS GIVEN TO THE SUBDIVISIONS (AS PER THE REVISED BY-LAWS) TO OPERATE UNDER INDEPENDENT COMMITTEES WHICH STILL REPORT TO AND ARE REQUIRED TO GET AUTHORIZATION FROM THE OVERALL FOUNDATION BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S AUDIT COMMITTEE REVIEWS THE FORM 990 BASED UPON THE AUDITED FINANCIAL STATEMENTS AND ALL OTHER AVAILABLE DOCUMENTATION TO ENSURE THE COMPLETENESS AND ACCURACY OF THE FORMS PRIOR TO THEM BEING SUBMITTED TO THE FOUNDATION'S BOARD FOR REVIEW AND APPROVAL. THE AUDIT COMMITTEE CONSISTS OF INDIVIDUALS WITH THE APPROPRIATE KNOWLEDGE (BOTH CURRENT AND HISTORICAL) OF THE FOUNDATION'S OPERATIONS AS WELL AS THE TECHNICAL SKILLS REQUIRED TO APPROPRIATELY REVIEW THE FORMS. FORM 990, PART VI, SECTION B, LINE 12C THE MEMBERS OF THE FOUNDATION'S GOVERNING BODY ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST BEFORE ANY ISSUES REQUIRING THEIR VOTE ARE CONSIDERED. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION UTILIZES SHARED RESOURCES OF ITS RELATED ENTITY, JACK IN THE BOX INC. (FEIN 95-2698708), AND ALL COMPENSATION AND RELATED PAYROLL AND BENEFIT EXPENSES ARE THE FINANCIAL RESPONSIBILITY OF THE RELATED ENTITY, NOT THE FOUNDATION. THE RELATED ENTITY, AS A PUBLICLY TRADED COMPANY LISTED ON NASDAQ WITH INDEPENDENT BOARD OVERSIGHT UPON EXECUTIVE AND EMPLOYEE COMPENSATION, IS COMMITTED TO PROVIDING A FAIR AND COMPETITIVE COMPENSATION STRUCTURE FOR ITS WORKFORCE. THE RELATED ENTITY ENGAGES BOTH INTERNAL AND EXTERNAL COMPENSATION EXPERTS TO DETERMINE FAIR, EQUITABLE, AND MARKET COMPETITIVE TOTAL COMPENSATION PACKAGES FOR ALL OF ITS EMPLOYEES INCLUDING THE EMPLOYEE(S) IT SHARES WITH THE FOUNDATION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 JACK IN THE BOX FOUNDATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. JACK IN THE BOX INC 9357 SPECTRUM CENTER BLVD SAN DIEGO CA 92123 952698708 FOOD & BEVERAGE AND RELATED FRANCHISING ACTIVITIES CA N/A C 1.00000 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 JACK IN THE BOX INC C 506379 FMV