2023-11-03T15:05:24-05:00 2022-12-31 420714325 RSM US LLP 80 CITY SQUARE BOSTON MA 02129 990 2022-01-01 201232903 THE LUNCHBOX FUND LUNC 9176541897 PO BOX 10 NEW YORK NY 10276 TOPAZ PAGE-GREEN PRESIDENT & CEO 9176541897 2023-10-31 1 TOPAZ PAGE-GREEN 999009999 0 LYNNE JOHNSON P00757336 6179129000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TOPAZ PAGE-GREEN PO BOX 10 NEW YORK NY 10276 835459 0 X WWW.THELUNCHBOXFUND.ORG X 2004 CA THE LUNCHBOX FUND IS A NONPROFIT ORGANIZATION FOCUSED ON FUNDING NUTRITION PROGRAMS TO VULNERABLE, FOOD-INSECURE, AND AT-RISK SCHOOL CHILDREN IN SOUTH AFRICA. 4 3 2 1 0 0 1180625 833313 0 0 169879 2146 0 0 1350504 835459 438294 728586 0 0 146113 84016 0 0 49997 71075 74922 655482 887524 695022 -52065 1718090 1610126 11513 628 1706577 1609498 THE LUNCHBOX FUND IS A NONPROFIT ORGANIZATION THAT FOCUSES ON FOSTERING EDUCATION VIA NUTRITION BY PROVIDING WARM, NUTRITIONALLY FORTIFIED MEALS DAILY TO VULNERABLE AND AT-RISK SCHOOL CHILDREN IN TOWNSHIPS AND RURAL SCHOOLS ACROSS SOUTH AFRICA. 0 0 737559 728586 SCHOOL NUTRITION PROGRAM: THE LUNCHBOX FUND IS A NONPROFIT ORGANIZATION FOCUSED ON FUNDING NUTRITION PROGRAMS TO VULNERABLE, FOOD-INSECURE, AND AT-RISK SCHOOL CHILDREN IN URBAN, PERI-URBAN, AND RURAL SCHOOLS NATIONWIDE ACROSS SOUTH AFRICA. MEALS ARE PREPARED FRESH EACH DAY ON-SITE BY THE FOOD PREPARERS AND SERVED HOT. THE CHILDREN RECEIVE THEIR MEALS IN THEIR BREAK TIME AND EAT TOGETHER IN GROUPS. THE LUNCHBOX FUND PROVIDES NUTRITION PROGRAMS TO EARLY CHILDHOOD DEVELOPMENT CENTERS, PRIMARY AND SECONDARY SCHOOLS, AS WELL AS IN AFTER-SCHOOL FOCUSED HOMEWORK ASSISTANCE AND LEARNER SKILLS DEVELOPMENT PROGRAMS. IN 2022, THE LUNCHBOX FUND PROVIDED OVER 9,005,389 MILLION MEALS TO 47,945 CHILDREN IN 1,754 SCHOOLS ACROSS SOUTH AFRICA. 737559 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 CA NY X X X REGINA PREVITI 6094128115 PO BOX 10 NEW YORK NY 10276 TOPAZ PAGE GREEN PRESIDENT & CEO 40.00 X X 28000 0 0 EMMANUEL ROMAN DIRECTOR 1.00 X 0 0 0 JOAQUIN PHOENIX DIRECTOR 1.00 X 0 0 0 RAIN PHOENIX TREASURER/DIRECTOR 1.00 X X 0 0 0 28000 0 0 0 0 0 0 0 833313 833313 2146 2146 835459 0 0 2146 728586 728586 28000 7000 7000 14000 50000 25000 25000 6016 540 2468 3008 55923 55923 4350 390 1785 2175 488 44 200 244 3928 352 1612 1964 2106 189 864 1053 2430 218 997 1215 386 35 158 193 BANK FEES 2547 2547 PAYROLL PROCESSING FEE 2289 205 939 1145 FILING FEES 475 475 887524 737559 99968 49997 1707033 1353300 4982 252583 0 598 12150 8505 6075 3645 1718090 1610126 11513 628 11513 628 X 938541 1086735 768036 522763 1706577 1609498 1718090 1610126 -52065 -45014 0 X 0 1 X 1 0 X 1331407 911904 1236092 1180625 833313 5493341 1331407 911904 1236092 1180625 833313 5493341 3359098 2134243 2930 17153 23264 2146 45493 41105 41105 5579939 0.38250 0.37950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12150 8505 3645 3645 X 790445 -45014 -45014 835459 0 835459 887524 0 887524 0 887524 PART X, LINE 2: THE FUND HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE A SECTION 501(C)(3) CHARITABLE ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (IRC). THE FUND HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION AND NOT AS A PRIVATE FOUNDATION UNDER SECTION 509(A)(1) OF THE IRC AND QUALIFIES FOR THE MAXIMUM CHARITABLE CONTRIBUTION DEDUCTION BY DONORS. MANAGEMENT EVALUATED THE FUND'S TAX POSITIONS AND CONCLUDED THAT THE FUND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE FUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2019, WHICH IS THE STANDARD STATUTE OF LIMITATIONS LOOK-BACK PERIOD. 1 SUB-SAHARAN AFRICA 0 0 GRANTS TO LUNCHBOX FUND SOUTH AFRICA TO PROVIDE NUTRITIONAL SUPPORT TO AT-RISK SCHOOL CHILDREN 728586 0 0 0 0 0 0 728586 0 728586 SUB-SAHARAN AFRICA PROVIDE FOOD TO UNDERPRIVILEGED CHILDREN AS PART OF SCHOOL NUTRITION PROGRAM 728586 WIRED 0 1 0 0 0 0 0 0 PART I, LINE 2: THROUGH REGULAR REPORTS AND SITE VISITS, THE LUNCHBOX FUND-UNITED STATES (LBF-US) ASSESSES THE LUNCHBOX FUND-SOUTH AFRICA'S (LBF-SA) USE OF GRANT FUNDS TO ACHIEVE ITS PROGRAM PURPOSES. THE FOUNDER AND CHIEF EXECUTIVE OFFICER OF LBF-US, MS. TOPAZ PAGE-GREEN, SERVES ON THE BOARD OF DIRECTORS OF LBF-SA AND VISITS PROGRAM SITES IN SOUTH AFRICA THREE TO FOUR TIMES A YEAR, AS WELL AS MAINTAINS CLOSE CONSTANT COMMUNICATION WITH LBF-SA STAFF AND LEADERSHIP. DURING HER VISITS, SHE PERSONALLY MONITORS AND EVALUATES THE USE OF GRANT FUNDS TO PROVIDE FOOD FOR CHILDREN AT PARTICIPATING SOUTH AFRICAN SCHOOL SITES, EARLY CHILDHOOD DEVELOPMENT CENTERS, EARLY LEARNING PLAYGROUPS AND AFTER SCHOOL PROGRAMS. LBF-SA ALSO CLOSELY MONITORS THE SUCCESS AND INTEGRITY OF ITS FOOD DISTRIBUTION PROGRAM AND REPORTS TO LBF-US ON A CONSISTENT BASIS. LBF-SA HAS A MYRIAD OF STRUCTURES AND SYSTEMS IN PLACE TO ENSURE THAT FOOD IS BEING PROPERLY TRANSPORTED TO PARTICIPATING SITES, STORED, PREPARED, AND SERVED TO SOUTH AFRICAN CHILDREN. EACH EDUCATIONAL SITE THAT AGREES TO PARTICIPATE IN LBF-SA'S FOOD DISTRIBUTION PROGRAM ENTERS INTO A MEMORANDUM OF UNDERSTANDING (MOU), WHEREBY THE SCHOOL COMMITS TO FOLLOWING LBF-SA'S RULES AND PARTICIPATING IN MONITORING VISITS. LBF-SA CONDUCTS UNANNOUNCED MONITORING VISITS OF EACH PARTICIPATING SITE TWICE A YEAR. DURING THE MONITORING VISITS, AN IN-DEPTH MONITORING FORM IS COMPLETED, PHOTOGRAPHS ARE TAKEN, AND THE AMOUNT OF FOOD IN STORAGE IS NOTED. ANY SITE THAT IS FOUND TO BE OUT OF COMPLIANCE WITH THE PROGRAM RULES IS GIVEN PROPER NOTICE, WITH ONE MONTH TO BECOME FULLY COMPLIANT. A FOLLOW-UP MONITORING VISIT IS CONDUCTED TO ASSESS WHETHER THE SITE HAS MADE NEEDED CHANGES TO BECOME COMPLIANT WITH PROGRAM RULES. IF PROGRAM RULES HAVE NOT BEEN FULLY MET, THEN THE SITE IS IMMEDIATELY EXCLUDED FROM THE NUTRITION PROGRAM AND FOOD DELIVERY TO THE SITE IS STOPPED. NEW MOUS ARE ENTERED INTO EVERY YEAR WITH COMPLIANT SITES. PART I, LINE 3: THE LUNCHBOX FUND-UNITED STATES' (LBF-US) FOUNDER AND CHIEF EXECUTIVE OFFICER, MS. TOPAZ PAGE-GREEN, MAKES TRIPS TO SOUTH AFRICA THREE TO FOUR TIMES A YEAR FOR THE PURPOSE OF MONITORING THE APPROPRIATE DISTRIBUTION AND USE OF LBF-US' GRANT FUNDS AND IMPLEMENTATION OF PROPER EVALUATION PROTOCOLS. MS. PAGE-GREEN ALSO IS HEAVILY INVOLVED IN STRATEGIC PLANNING FOR THE LUNCHBOX FUND-SOUTH AFRICA (LBF-SA). TO INFORM LBF-SA'S STRATEGIC PLANNING EFFORTS, AND TO FOCUS GRANT-MAKING FOR LBF-US, MS. PAGE-GREEN MEETS WITH EDUCATORS, CHILDREN AND FAMILIES AT EDUCATIONAL SITES THROUGHOUT SOUTH AFRICA TO ASSESS IMPACT AND CONTINUED NEED. PART III ACCOUNTING METHOD: FORM 990, PART VI, SECTION A, LINE 2 MR. EMMANUEL ROMAN, TRUSTEE, HAS A FAMILY RELATIONSHIP WITH TOPAZ PAGE-GREEN, CEO. JOAQUIN PHOENIX, TRUSTEE, HAS A FAMILY RELATIONSHIP WITH RAIN PHOENIX, TRUSTEE. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE ACCOUNTANTS BASED ON THE FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY MANAGEMENT. THE FORM 990 RETURN IS REVIEWED BY THE CEO. ONCE ALL COMMENTS ARE ADDRESSED BY THE OUTSIDE ACCOUNTANTS, A FINAL DRAFT OF THE FORM 990 WILL BE DISTRIBUTED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE FORM 990 WITHOUT SCHEDULE B CAN BE ACCESSED VIA GUIDESTAR.