2023-11-15T17:15:20-06:00 2022-12-31 390859910 BAKER TILLY US LLP 2000 TOWN CENTER STE 900 SOUTHFIELD MI 48075 990 2022-01-01 871471736 LINEAGE FOUNDATION FOR GOOD LINE 2483109733 46500 HUMBOLDT DR NOVI MI 48377 CHRISTINE REES-ZECHA PRESIDENT 2483109733 2023-11-15 1 CHRISTINE REES-ZECHA XXX-XX-XXXX 0 TROY MARINE CPA P00187863 2483727300 2023-11-15 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTINE REES-ZECHA 46500 HUMBOLDT DR NOVI MI 48377 7604567 0 X ONELINEAGE.COM/ABOUT-US/FOUNDATION-FOR-GOOD X 2021 MI THE FOUNDATION'S MISSION IS TO REDUCE FOOD WASTE AND FIGHT FOOD INSECURITY BY DEVELOPING A DYNAMIC, REAL-TIME AND GLOBAL LINK BETWEEN THOSE WHO COMMERCIALLY PRODUCE OUR FOOD AND THE INDIVIDUALS, FAMILIES AND COMMUNITIES WHO NEED IT MOST. THE FOUNDATION'S SIGNIFICANT ACTIVITIES ARE PROVIDING AID AND SUPPORT TO THE COMMUNITIES IN LINEAGE LOGISTICS HOLDINGS, LLC AND/OR ITS SUBSIDIARIES (COLLECTIVELY, LINEAGE) OPERATE THAT ARE IN NEED AND QUALIFY FOR ASSITANCE; ELIMINATE FOOD WASTE; REDUCE FOOD INSECURITY; AND/OR PROVIDE HARDSHIP RELIEF TO THE CURRENT OR FUTURE EMPLOYEES OF LINEAGE IN NEED, WHO QUALIFY. 6 6 0 1545 0 0 4665949 7587404 0 0 11419 17163 0 0 4677368 7604567 125000 5148185 0 0 0 0 0 0 28060 6300 587138 131300 5735323 4546068 1869244 4677368 6584204 131300 386421 4546068 6197783 X OUR MISSION IS TO REDUCE FOOD WASTE AND FIGHT FOOD INSECURITY BY DEVELOPING A DYNAMIC, REAL-TIME AND GLOBAL LINK BETWEEN THOSE WHO COMMERCIALLY PRODUCE OUR FOOD AND THE INDIVIDUALS, FAMILIES AND COMMUNITIES WHO NEED IT MOST. 0 0 674775 605964 EMPLOYEE HARDSHIP: PROVIDE MONETARY RELIEF AND ASSISTANCE TO CURRENT AND FUTURE EMPLOYEES AND IMMEDIATE FAMILY MEMBERS (INCLUDING QUALIFYING SURVIVING FAMILY MEMBERS) OF LINEAGE. THE FOUNDATION'S RELIEF ASSISTANCE WILL FOCUS ON AIDING EMPLOYEES FACING A FINANCIAL HARDSHIP RESULTING FROM A QUALIFYING CIRCUMSTANCE. 2877524 2877524 LOCAL GRANT - FOOD: DISTRIBUTE FOOD ITEMS TO PARTNER ORGANIZATIONS WHO WORK TO PROVIDE PUBLIC, YEAR-ROUND, RELIABLE, AND SECURE ACCESS TO NUTRITIOUS FOOD. 944430 900000 STRATEGIC GRANT: FACILITATE ASSESSMENT OF PUBLIC COMMUNITY COLD STORAGE FOOD FACILITIES AND RESOURCES CREATING OPPORTUNITIES FOR LINEAGE EMPLOYEES TO SHARE THEIR EXPERTISE, INTELLECTUAL PROPERTY, AND OTHER TOOLS, THROUGH THE FOUNDATION AS AN IN-KIND CONTRIBUTION TO THESE ORGANIZATIONS OPERATING IN THE FOOD INSECURITY SPACE TO IMPROVE CAPACITY AND OUTCOMES. 980986 764698 LOCAL GRANT AND OTHER: PROVIDING AID AND SUPPORT TO THE COMMUNITIES IN WHICH LINEAGE LOGISTICS HOLDINGS, LLC AND/OR ITS SUBSIDIARIES (COLLECTIVELY, LINEAGE) OPERATE THAT ARE IN NEED AND QUALIFY FOR ASSISTANCE. 980986 764698 5477715 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MI AL AK CO CT FL KS KY LA MO NV NJ ND OH OK OR TX WA X MICHELLE DOMAS 7342760194 46500 HUMBOLDT DR NOVI MI 48377 X CHRISTINE REES-ZECHA BOARD CHAIR/PRESIDENT (START 06-2022) 12.50 X X 0 0 0 DARCEE SCAVONE BOARD CHAIR/PRESIDENT (TERM 06-2022) 12.50 X X 0 0 0 GARY SMITH DIRECTOR 1.00 X 0 0 0 JARED GOFF DIRECTOR 1.00 X 0 0 0 KELLEY JAMES DIRECTOR 1.00 X 0 0 0 KORI REED DIRECTOR 1.00 X 0 0 0 LISA MOON DIRECTOR 1.00 X 0 0 0 MICHELLE DOMAS CO-TREASURER 12.50 X 0 0 0 MEGAN HENDRICKSEN VP MARKETING 1.00 X 0 0 0 0 0 0 0 0 0 0 LINEAGE LOGISTICS 46500 HUMBOLDT DR NOVI MI 48377 PROFESSIONAL SERVICES - OPERATIONAL SUPP 240627 YAMAMOTO 219 2ND ST N 200 MINNEAPOLIS MN 55401 MARKETING PROFESSIONAL SERVICES 153061 BLACKABAUD 2000 DANIEL ISLAND DRIVE CHARLESTON SC 29492 SOFTWARE AS A SERVICE 110532 3 7587404 3856095 7587404 17163 17163 7604567 0 0 17163 4332634 4332634 536947 536947 278604 278604 406859 322168 56631 28060 149886 149886 206 206 624 624 16436 1928 14508 262 262 OTHER EXPENSES 12855 5434 7421 PERMIT FEES 10 10 5735323 5477715 229548 28060 3001500 250000 0 4002130 136419 10074 1539449 2322000 4677368 6584204 6300 306407 125000 80014 131300 386421 X 4546068 6197783 4546068 6197783 4677368 6584204 1869244 139536 -357065 0 X 0 1 X 1 0 X 4665949 7587404 12253353 4665949 7587404 12253353 9162523 3090830 11419 17163 28582 12281935 X PART II, COLUMN D COLUMN D REFLECTS A SHORT PERIOD. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 MEMBERSHIP UNITS IN LLC 2322000 F 2322000 X 7900604 139536 156501 296037 7604567 0 7604567 5891824 156501 156501 5735323 0 5735323 PART X, LINE 2: THE FOUNDATION HAS RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE CODE AND CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. THE FOUNDATION FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON THE TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE FOUNDATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE FOUNDATION DOES NOT BELIEVE THAT IT HAS ANY UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2022 AND 2021. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROVIDE DISATER RELIEF & LOCAL GRANTS 262164 EAST ASIA AND THE PACIFIC 0 0 PROVIDE LOCAL GRANTS 16440 0 0 0 0 0 0 278604 0 278604 EUROPE (INCLUDING ICELAND & GREENLAND) DISASTER RELIEF & LOCAL GRANT 195146 WIRE 0 USD EAST ASIA AND THE PACIFIC LOCAL GRANT 14440 WIRE 0 USD 4 0 PROGRAM ACTIVITY EUROPE (INCLUDING ICELAND & GREENLAND) 17 67018 WIRE USD PROGRAM ACTIVITY EAST ASIA AND THE PACIFIC 1 2000 WIRE USD 0 0 0 0 0 0 PART I, LINE 2: MONITORING ACTIVITIES FOR ORGANIZATIONAL SUPPORT WILL INCLUDE BUT IS NOT LIMITED CONFIRMATION OF PROGRAM INFORMATION AND USAGE OF FUNDS, FOOD OR OTHER IMPACT METRICS, CONFIRMATION OF HOW FUNDS WERE SPENT, IMPACT TESTIMONIALS OR MEDIA IMPACT. INDIVIDUAL RECIPIENTS ARE BOUND TO USE THE FUNDS IN ACCORDANCE TO THEIR HARDSHIP GRANT WHICH IS EVIDENCE BY SIGNED AND DATED TERMS AND CONDITIONS WHICH CONFIRMS THE FUNDS WILL BE USED IN LINE WITH THE GRANTEE REQUEST. PART III ACCOUNTING METHOD: 1 AMERICAN CANCER SOCIETY PO BOX 10069 DETROIT MI 48210 131788491 501(C)(3) 50000 0 LOCAL GRANT BOARDMAN COMMUNITY DEVELOPMENT ASSOCIATIO (RYAN NEAL MEMORIAL) PO BOX 229 BOARDMAN OR 97818 931270846 501(C)(3) 25000 0 SPONSORSHIP BUFFALO BILLS FOUNDATION 1 BILLS DR ORCHARD PARK NY 14127 161291395 501(C)(3) 25000 0 LOCAL GRANT BUFFALO COMMUNITY FRIDGE 286 E FERRY ST BUFFALO NY 14208 161566929 4396 3577 FOOD FOOD INSECURITY/DISASTER COMMUNITY FOOD BANK OF NEW JERSEY 31 EVANS TERMINAL RD 1 HILLSIDE NJ 07205 222423882 501(C)(3) 0 10740 FOOD FOOD INSECURITY COTS 26 PETERBORO STREET SUITE 100 DETROIT MI 48201 382420565 501(C)(3) 43500 0 LOCAL GRANT EAT LEARN PLAY 369 3RD ST OAKLAND CA 94607 831373602 501(C)(3) 250000 0 STRATEGIC GRANT EL PASOANS FIGHTING HUNGER 9541 PLAZA CIRCLE EL PASO TX 79927 452893839 501(C)(3) 0 964808 FOOD FOOD INSECURITY FARMING FOR THE FUTURE 907 3RD AVE HANCOCK WI 54943 813939351 501(C)(3) 50000 0 LOCAL GRANT FEEDING AMERICA 161 NORTH CLARK STREET SUITE 700 CHICAGO IL 60601 363673599 501(C)(3) 305000 0 STRATEGIC GRANT FEEDING AMERICA RIVERSIDESAN BERNARDINO (FARSB) 2950 JEFFERSON STREET STE A RIVERSIDE CA 92504 330072922 501(C)(3) 0 193146 FOOD FOOD INSECURITY FEEDING SOUTH DAKOTA 4701 N WESTPORT AVE SIOUX FALLS SD 57107 363293534 501(C)(3) 0 140701 FOOD FOOD INSECURITY FEEDING SOUTH FLORIDA 2501 SW 32 TERRACE PEMBROKE PARK FL 33023 592097520 501(C)(3) 0 410543 FOOD FOOD INSECURITY FOOD BANK RIO GRANDE VALLEY 724 N CAGE BLVD PHARR TX 78577 742421560 501(C)(3) 0 56886 FOOD FOOD INSECURITY FOODBANK FOR THE HEARTLAND 10525 J STREET OMAHA NE 68127 470637701 501(C)(3) 9000 0 LOCAL GRANT FOODLINK INC 2011 MT READ BLVD ROCHESTER NY 14615 222428304 501(C)(3) 21000 0 LOCAL GRANT FORGOTTEN HARVEST SPONSORSHIP 15000 WEST EIGHT MILE ROAD OAK PARK MI 48237 382926476 501(C)(3) 20000 0 SPONSORSHIP GIRLS INC OF ORANGE COUNTY 1801 E EDINGER SUITE 255-A SANTA ANA CA 92705 951810150 501(C)(3) 20000 0 LOCAL GRANT GLOBAL FOODBANKING NETWORK 70 E LAKE STREET SUITE 1200 CHICAGO IL 60601 204268851 501(C)(3) 175000 0 STRATEGIC GRANT GREATER CHICAGO FOOD DEPOSIT 4100 W ANN LURIE PL CHICAGO IL 60632 362971864 501(C)(3) 0 6048 FOOD FOOD INSECURITY HISPANIC FEDERATION 55 EXCHANGE PLACE 5TH FLOOR NEW YORK NY 10005 133573852 501(C)(3) 10000 0 LOCAL GRANT HISPANIC SCHOLARSHIP FUND 299 BROADWAY 1310 NEW YORK NY 10007 521051044 501(C)(3) 15000 0 LOCAL GRANT ISAIAH'S ROCK 13031 7TH ST CHINO CA 91710 330507569 501(C)(3) 0 8320 FOOD FOOD INSECURITY LITTLE HEROES LEAGUE 4044 NORTH LINCOLN AVE 149 CHICAGO IL 60618 822475198 501(C)(3) 8000 0 LOCAL GRANT LOAVES AND FISHES FAMILY KITCHEN 1500 BERGER DR SAN JOSE CA 95112 770370874 501(C)(3) 0 49092 FOOD FOOD INSECURITY LOS ANGELES REGIONAL FOOD BANK 1734 E 41ST STREET LOS ANGELES CA 90058 953135649 501(C)(3) 15000 0 LOCAL GRANT LOYOLA HIGH SCHOOL 15325 PINEHURST ST DETROIT MI 48238 364520742 501(C)(3) 40000 0 LOCAL GRANT MIDWEST FOOD BANK 2031 WAREHOUSE RD NORMAL IL 61761 412120170 501(C)(3) 0 42916 FOOD FOOD INSECURITY MOVE FOR HUNGER 7 THIRD AVE NEPTUNE NJ 07753 264826262 501(C)(3) 20000 0 STRATEGIC GRANT NORTHEAST IOWA FOOD BANK PO BOX 2397 WATERLOO IA 50704 421169648 501(C)(3) 0 10050 FOOD FOOD INSECURITY NORTHERN ILLINOIS FOOD BANK 273 DEARBORN COURT GENEVA IL 60134 363203648 501(C)(3) 0 16202 FOOD FOOD INSECURITY OPEN DOOR MISSION 156 PLYMOUTH AVE 1834 ROCHESTER NY 14608 166050714 501(C)(3) 10000 0 LOCAL GRANT PEOPLE HELP EXCHANGE INC 71 PINE GROVE RD LOCUST GROVE GA 30248 471675169 501(C)(3) 0 18419 FOOD FOOD INSECURITY REBORN MINDS PO BOX 2594 ROSWELL GA 30077 831350411 501(C)(3) 15000 0 LOCAL GRANT REGIONAL FOOD BANK OF OKLAHOMA 3355 S PURDUE OKLAHOMA CITY OK 73137 731100380 501(C)(3) 0 241202 FOOD FOOD INSECURITY SAHUARITA FOOD BANK 17750 S LA CANADA DR SAHUARITA AZ 85629 471654162 501(C)(3) 25000 0 LOCAL GRANT SECOND HARVEST FOOD BANK OF MAHONING VALLEY 2805 SALT SPRINGS RD YOUNGSTOWN OH 44509 341380074 501(C)(3) 0 11336 FOOD FOOD INSECURITY SECOND HARVEST OF SILICON VALLEY 750 CURTNER AVENUE SAN JOSE CA 95125 942614101 501(C)(3) 0 9331 FOOD FOOD INSECURITY SH FOOD BANK OF LEHIGH VALLEY & NE PENNSYLVANIA 6969 SILVER CREST RD NAZARETH PA 18064 231669589 501(C)(3) 0 23913 FOOD FOOD INSECURITY ST LOUIS AREA FOODBANK 70 CORPORATE WOODS DRIVE BRIDGETON MO 63044 431253102 501(C)(3) 0 482404 FOOD FOOD INSECURITY TEDDY BEAR GOLF CLASSIC SPONSORSHIP FOR THE HELP GROUP CHILD AND FAMILY CEN 13130 BURBANK BLVD SHERMAN OAKS CA 91401 953295132 501(C)(3) 25000 0 SPONSORSHIP THE EMPOWERMENT PLAN 7640 KERCHEVAL AVE DETROIT MI 48214 453265365 501(C)(3) 150000 0 STRATEGIC GRANT UTAH FOOD BANK 3150 SOUTH 900 WEST SALT LAKE CITY UT 84119 870212453 501(C)(3) 0 170851 FOOD FOOD INSECURITY WHEELCHAIR FOUNDATION EVENT SPONSORSHIP 3820 BLACKHAWK RD DANVILLE CA 94506 844053692 501(C)(3) 8500 0 SPONSORSHIP WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 273521132 501(C)(3) 50000 0 DISASTER 44 1 HARDSHIP 129 536947 PART I, LINE 2: THE FOUNDATION JUST COMPLETED ITS FIRST FULL YEAR OF GRANT MAKING. MONITORING ACTIVITIES FOR ORGANIZATIONAL SUPPORT WILL INCLUDE BUT IS NOT LIMITED CONFIRMATION OF PROGRAM INFORMATION AND USAGE OF FUNDS, FOOD OR OTHER IMPACT METRICS, CONFIRMATION OF HOW FUNDS WERE SPENT, IMPACT TESTIMONIALS OR MEDIA IMPACT. INDIVIDUAL RECIPIENTS ARE BOUND TO USE THE FUNDS IN ACCORDANCE TO THEIR HARDSHIP GRANT WHICH IS EVIDENCE BY SIGNED AND DATED TERMS AND CONDITIONS WHICH CONFIRMS THE FUNDS WILL BE USED IN LINE WITH THE GRANTEE REQUEST. X 2 1000080 NET SELLING PRICE X 25 2877524 WEIGHTED AVG/PRICE/LB 2 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 7A LINEAGE LOGISTICS HOLDINGS, LLC HOLDS THE RIGHT TO APPOINT SEVERAL DIRECTORS TO THE BOARD OF THE LINEAGE FOUNDATION FOR GOOD. FORM 990, PART VI, SECTION B, LINE 11B THE FULL COPY OF THE FORM 990 IS MADE AVAILABLE TO ALL DIRECTORS FOR THEIR REVIEW PRIOR TO THE ELECTRONIC FILING OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE FOUNDATION'S AFFIRMATIVE POLICY TO REQUIRE THAT ALL ACTUAL OR APPARENT CONFLICTS AND DUALITIES OF INTEREST BE DISCLOSED PROMPTLY AND FULLY TO ALL NECESSARY PARTIES AND TO TAKE APPROPRIATE STEPS TO ENSURE THAT: (I) A DIRECTOR, OFFICER, OR MEMBER OF COMMITTEE WITH AN ACTUAL OR APPARENT CONFLICT OR DUALITY OF INTEREST DOES NOT IMPROPERLY PARTICIPATE, DIRECTLY OR INDIRECTLY, IN ANY DECISIONS OF THE BOARD, ANY COMMITTEE, OR THE FOUNDATION REGARDING WHETHER TO ENTER INTO OR CONTINUE ANY TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OR A COMPETING INTEREST OF SUCH PERSON, OR THE IMPLEMENTATION OF SUCH TRANSACTION OR ARRANGEMENT; (II) ISSUES REGARDING WHETHER OR NOT TO ENTER INTO OR CONTINUE A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OR A COMPETING INTEREST OF A MEMBER OF THE BOARD, AN OFFICER, OR MEMBER OF A COMMITTEE, OR REGARDING THE IMPLEMENTATION OF ANY SUCH TRANSACTION OR ARRANGEMENT, ARE CONSIDERED, AND DECISIONS ARE MADE, IN A WAY THAT NEITHER ADVANTAGES OR DISADVANTAGES SUCH PERSON'S INTEREST BASED ON SERVICE AS A MEMBER OF THE BOARD OF DIRECTORS, AN OFFICER, OR MEMBER OF A COMMITTEE; AND (III) IN THE EVENT AND TO THE EXTENT THE FOUNDATION ELECTS TO ENTER INTO OR CONTINUE A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OR A COMPETING INTEREST OF A DIRECTOR, OFFICER, OR MEMBER OF A COMMITTEE, OR THE IMPLEMENTATION OF SUCH TRANSACTION OR ARRANGEMENT, PROCEDURES ARE ESTABLISHED TO: (I) LIMIT THE DIRECT INVOLVEMENT OF SUCH PERSON IN SUCH TRANSACTION OR ARRANGEMENT IN APPROPRIATE CIRCUMSTANCES; AND, (II) IN SUCH INSTANCES WHERE SUCH DIRECT INVOLVEMENT IS APPROPRIATE, MAKE CLEAR THAT SUCH PERSON IS ACTING ON BEHALF OF SUCH PRIVATE INTEREST AND IS NOT ACTING AS A DIRECTOR, OFFICER, OR MEMBER OF A COMMITTEE OF THE FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.