2022-02-09T20:04:31-06:00 2021-03-31 872525370 CITRIN COOPERMAN ADVISORS LLC 290 W MT PLEASANT AVENUE 3310 LIVINGSTON NJ 07039 990 2020-04-01 132752108 THE JAMES BEARD FOUNDATION INC JAME 2126754984 167 WEST 12TH STREET NEW YORK NY 10011 JODI WATERMAN CFO 2126754984 2022-01-19 1 JODI WATERMAN XXX-XX-XXXX PAULA VUKSIC CPA MST P00360739 9732180500 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z JODI WATERMAN 167 WEST 12TH STREET NEW YORK NY 10011 14384248 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. 24 24 69 50 101315 26578 4368663 5601443 12962224 8488096 58709 25952 797198 264856 18186794 14380347 700112 1075515 0 0 5943568 4741185 0 0 736166 10956430 7524097 17600110 13340797 586684 1039550 7570117 8505209 4411845 4307387 3158272 4197822 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 512792 -33970 JBF HOUSE EVENTS: ALL PERFORMING ARTISTS DESERVE A GREAT STAGE. MUSICIANS HAVE CARNEGIE HALL; OPERA SINGERS HAVE THE METROPOLITAN OPERA HOUSE. CHEFS, WINEMAKERS, AND RESTAURATEURS HAVE THE JAMES BEARD HOUSE AT WHICH TO SHOWCASE THEIR ART. DURING FISCAL YEAR 2021, THE BEARD HOUSE REMAINED CLOSED DUE TO THE COVID-19 PANDEMIC IN ORDER TO ADHERE TO LOCAL RESTRICTIONS ON INDOOR DINING, AND IN ORDER TO FOCUS ON THE SAFETY OF GUESTS, CHEFS AND STAFF. 2544080 30000 3095919 THE JAMES BEARD FOUNDATION AWARDS: THESE ANNUAL AWARDS ARE THE HIGHEST HONOR FOR FOOD AND BEVERAGE PROFESSIONALS WORKING IN NORTH AMERICA. MORE THAN 60 AWARDS ARE GIVEN OUT EACH SPRING, INCLUDING THE CATEGORIES OF: COOKBOOKS, RESTAURANTS AND CHEFS, BROADCAST MEDIA, DESIGN AND GRAPHICS, JOURNALISTIC ACHIEVEMENT. 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. AS A RESULT OF THE PANDEMIC, AND IT'S IMPACT ON THE INDUSTRY, NO AWARDS CEREMONY WAS HELD IN 2020 (FISCAL 2021). THE 2020 CHEF AND RESTAURANT AWARDS WERE CANCELED. THE BOOK AND MEDIA AWARDS WERE ANNOUNCED ONLINE ON MAY 27, 2020. A VIRTUAL EVENT WAS BROADCAST FROM CHICAGO ON SEPTEMBER 25, 2020 IN HONOR OF THE INDUSTRY AND STORIES OF LEADERSHIP THROUGH THE PANDEMIC. 6649958 1045515 3708991 EDUCATION IMPACT PROGRAMS : THE JBF IMPACT PROGRAMS SUPPORT OUR COMMITMENT TO ESTABLISHING A MORE SUSTAINABLE FOOD SYSTEM THROUGH EDUCATION, ADVOCACY, AND THOUGHT LEADERSHIP. THE FOLLOWING PROGRAMS WERE AMONG THOSE INCLUDED DURING THE PAST FISCAL YEAR, IN ADDITION TO WEEKLY REGIONAL CHEF CALLS AND FREQUENT WEBINARS FOR INDUSTRY SUPPORT. THE CHEFS BOOT CAMP FOR POLICY AND CHANGE PROVIDES A UNIQUE OPPORTUNITY FOR CIVICALLY AND POLITICALLY MINDED CHEFS TO BECOME MORE EFFECTIVE LEADERS FOR FOOD-SYSTEM CHANGE. DURING THEMATIC RETREATS AROUND THE COUNTRY, PARTICIPANTS RECEIVE ADVOCACY AND MEDIA TRAINING WHILE LEARNING ABOUT IMPORTANT ISSUES, CHALLENGES, AND OPPORTUNITIES FACING THE FOOD WORLD. PROGRAM WAS HELD VIRTUALLY IN FISCAL 2021.WOMEN'S LEADERSHIP PROGRAMS. THE WOMEN'S LEADERSHIP PROGRAMS ADDRESS THE MOST PRESSING ISSUES FEMALE CHEFS FACE, FROM THE STRUGGLE FOR ACCEPTANCE WITHIN THE TRADIITONAL KITCHEN "BOY'S CLUB", TO ESTABLISHING A NETWORK OF ESTEEMED AND KNOWLEDGEABLE COLLEAGUES, TO MOVING BEYOND SIMPLY BEING A GREAT CHEF AND BECOMING A SUCCESSFUL BUSINESS OWNER. THIS YEAR WAS THE HOSTING OF THE FOURTH ANNUAL JBF WOMEN'S ENTREPRENEURIAL LEADERSHIP PROGRAM, WHICH WAS HELD VIRTUALLY AS A RESULT OF THE PANDEMIC, HOSTING OF A NUMEROUS WEBINARS DURING THE YEAR ON WOMEN'S LEADERSHIP. COVID RELIEF & BLACK/INDEGENOUS FUND: JBF CREATED A COVID RELIEF FUND (GRANT PROGRAM) TO SUPPORT THE RESTAURANT INDUSTRY BY GRANTING FUNDS TO THOSE WHO HAD BEEN HIT THE HARDEST DUE TO THE PANDEMIC. AS THE PANDEMIC SITUATION WORSENED, AND FOCUS WAS BROUGHT TO THE INEQUITABLE CIRCUMSTANCES SURROUNDING LACK OF ACCESS TO AID AVAILABLE TO THOSE FOOD AND BEVERAGE BUSINESSES OWNED BY BLACK AND INDIGENOUS AMERICANS, AN INVESTMENT FUND WAS ESTABLISHED TO AWARD MICRO- GRANTS UNDER THE FINANCIAL RELIEF PARAMETERS, TO THOSE BUSINESS MOST SEVERELY IMPACTED WHO APPLIED FOR FUNDS AS AVAILABLE AS THE PANDEMIC SITUATION WORSENED, AND FOCUS WAS BROUGHT TO THE INEQUITABLE CIRCUMSTANCES SURROUNDING LACK OF ACCESS TO AID AVAILABLE TO THOSE. FOOD AND BEVERAGE BUSINESSES OWNED BY BLACK AND INDIGENOUS AMERICANS, THE INVESTMENT FUND WAS ESTABLISHED TO AWARD MICRO- GRANTS UNDER THE FINANCIAL RELIEF PARAMETERS, TO THOSE BUSINESS MOST SEVERELY IMPACTED WHO APPLIED FOR FUNDS AS AVAILABLE 1180178 1799448 TASTE AMERICA PROGRAM: THIS WAS PREVIOUSLY OUR ANNUAL TEN-CITY TOUR CELEBRATING AMERICA'S CULINARY DIVERSITY OVER 6 WEEKENDS (SEPTEMBER THROUGH NOVEMBER 2019) FEATURING "ALL-STAR" GUEST CHEFS FROM OUTSIDE THE CITY, PLUS LOCAL CULINARY TALENT, AND ENGAGING A BROAD NATIONAL AUDIENCE. IN FISCAL 2020, THE TASTE AMERICA PROGRAM BECAME A YEAR ROUND PROGRAM, VISITING TWENTY CITIES. IN FISCAL 2021, AS A RESULT OF THE PANDEMIC, IN PERSON TASTE AMERICA EVENTS WERE HELD VIRTUALLY. 1180178 1799448 10887008 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 109 0 1 69 1 1 1 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 WATERMAN 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 TRICIA CLARKE STONE TRUSTEE 0.50 X 0 0 0 BALDWIN CUNNINGHAM TRUSTEE 0.50 X 0 0 0 LISETTE DEROUAUX TRUSTEE 0.50 X 0 0 0 JILL A GREENTHAL 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 JOHN H 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 MARVA SMALLS TRUSTEE 0.50 X 0 0 0 LUCY STITZER TRUSTEE 0.50 X 0 0 0 MARC WEISER TRUSTEE 0.50 X 0 0 0 CLARE REICHENBACH C.E.O. 40.00 X X 372577 0 18809 MITCHELL A DAVIS C.S.O. 40.00 X 309888 0 1776 KRISTOPHER MOON C.O.O. 40.00 X 242681 0 14174 JODI WATERMAN C.F.O. 40.00 X 176690 0 25625 SIOBHAN HABER VP OF EVENTS 40.00 X 153235 0 24788 TAMAR COPELAND VP DEVELOPMENT 40.00 X 153866 0 6595 KATHERINE MILLER VP IMPACT 40.00 X 171021 0 1285 ALLISON TOZZI LIU VP MRKETING, COMMUNICATIONS AND EDITORIAL 40.00 X 130742 0 24528 1710700 0 117580 8 0 1 0 INTERSPORT DOBBS FERRY NEW YORK NY 10522 SPONSOR RELATIONS / COMMISSIONS & VIDEO 1799500 BOWEN & COMPANYLLC 145 PALISADE STREET SUITE 221 NEW YORK NY 10706 AWARDS & TASTE AMERICA EVENT PLANNER 632497 SIMPLISSIMUS 2728 THOMSON AVE WS18 NEW YORK NY 11101 BRANDING / GRAPHIC DESIGNER 208625 SUSAN MAGRINO AGENCY 352 PARK AVE SOUTH 6TH FL NEW YORK NY 10010 PUBLIC RELATIONS SERVICES 165000 RALLY ATTNCOHEN PIVO 10474 SANTA MONICA LOS ANGELES CA 90025 CONSULTANT/COMMUNICATION STRATEGICS/RACI 120000 6 264399 16902 1095770 4224372 27300 5601443 SPECIAL EVENTS 900099 4386983 4386983 AWARDS EVENT 900099 3095919 3095919 EDUCATIONAL PROGRAMS 900099 1005194 1005194 8488096 25952 25952 150819 16902 3901 146918 146918 FEES FOR USE OF SPACE 532000 100838 100838 MISC INCOME 900099 16623 16623 PUBLICATIONS 511120 477 477 117938 14380347 8504719 101315 172870 X 956103 956103 119412 119412 1349029 1064822 122455 161752 2504236 1833219 479040 191977 639814 481204 99875 58735 248106 186601 38729 22776 55460 32009 16611 6840 81510 23010 58500 4768882 4246386 335115 187381 80709 77910 2551 248 237098 148247 76629 12222 167633 113778 29086 24769 343904 167527 164291 12086 184832 182403 2429 50486 50486 273903 203742 58050 12111 113259 113259 EVENT PRODUCTION 335259 335259 AWARDS & PROMO MATERIAL 280625 274391 3172 3062 DESIGN & LAYOUT 236550 236550 PHOTOGRAPHY 67557 67557 246430 136878 67345 42207 13340797 10887008 1717623 736166 380765 182940 3566827 5442958 452341 678245 108199 111157 3824624 2006709 1869634 1817915 10000 10000 1182351 261994 7570117 8505209 1440430 1331997 1616547 804620 1354868 1275770 895000 4411845 4307387 X 629281 2140942 2528991 2056880 3158272 4197822 7570117 8505209 1039550 0 X X 0 1 X 1 0 X 3291523 3541997 4697613 4368663 5601443 21501239 3291523 3541997 4697613 4368663 5601443 21501239 583389 20917850 124978 103832 28984 58709 25952 342455 23111 19894 65766 158650 101315 368736 557213 565850 547172 583621 189493 2443349 24655779 48374234 0.84840 0.81090 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 16,623. GAMING ACTIVITY - 2016 AMOUNT: $ 26,061. 2017 AMOUNT: $ 33,519. FUNDRAISING ACTIVITY - 2016 AMOUNT: $ 531,152. 2017 AMOUNT: $ 532,331. 2018 AMOUNT: $ 547,172. 2019 AMOUNT: $ 583,621. 2020 AMOUNT: $ 172,870. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 600020 2507 602527 600020 600020 1.00000 0 0 418869 418869 2142229 1188881 953348 1263526 817828 445698 1817915 X 16055103 1670855 3901 1674756 14380347 0 14380347 15015553 1670855 3901 1674756 13340797 0 13340797 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 3,901. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSES 3,901. 1 0 0 0 0 0 0 0 0 0 SCHOLARSHIP EUROPE (INCLUDING ICELAND & GREENLAND) 1 10000 0 0 0 0 0 0 PART I, LINE 2: 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 1 FOREIGN CASH SCHOLARSHIP IN THE AMOUNT OF $10,000 BASED ON THE SELECTIONS OF OUR COMMITTEE. 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. PART III ACCOUNTING METHOD: AUCTION GALA 76834 16902 59932 3901 OTHER AUCTIONS 90887 90887 167721 16902 150819 3901 3901 146918 1 LA COCINA ATTNCALEB ZIGAS 2948 FOLSOM STREET SAN FRANSICO CA 94114 593838549 501(C)3 10000 STRIVES TO OFFER ECONOMIC OPPORTUNITY FOR WORKING-CLASS WOMEN ENTREPRENEURS, JOBS AND A WELCOMING SPACE FOR RESIDENTS, AND AN INNOVATIVE MODEL FOR CONSCIOUS COMMUNITY-LED DEVELOPMENT FOR INNER CITIES NATIONWIDE. ZERO FOODPRINT 2370 MARKET STREET STE 103 BOX 332 SAN FRANSICO CA 94114 473642630 501(C)3 20000 IS A NONPROFIT ORGANIZATION MOBILIZING THE FOOD WORLD AROUND AGRICULTURAL CLIMATE SOLUTIONS. ROBYN HOOD 826 BROADWAY-9TH FLOOR NEW YORK NY 10003 133441066 501(C)3 5160 TO SUPPORT NYC RESTAURANT INDUSTRY PAYPAL CHARITABLE GIVING FUND 167 WEST 12TH STREET NEW YORK NY 10003 450931286 501(C)3 5000 TO SUPPORT THE ASIAN AMERICAN FEDERATION INC TO STOP THE ASIAN HATE NEW VENTURE FUND 167 WEST 12TH STREET NEW YORK NY 10003 205806345 915943 RELIEF FUND 4 1 SCHOLARSHIPS FOR STUDENTS PURSUING A CAREER IN CULINARY ARTS 22 105412 CULINARY TRAVEL AND STUDIES GRANTS 1 4000 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. 322270 0 50307 0 0 0 0 0 18809 0 391386 0 0 0 MITCHELL A DAVIS C.S.O. 259888 0 50000 0 0 0 0 0 1776 0 311664 0 0 0 KRISTOPHER MOON C.O.O. 192374 0 50307 0 0 0 0 0 14174 0 256855 0 0 0 JODI WATERMAN C.F.O. 156386 0 20304 0 0 0 0 0 25625 0 202315 0 0 0 SIOBHAN HABER VP OF EVENTS 137931 0 15304 0 0 0 0 0 24788 0 178023 0 0 0 TAMAR COPELAND VP DEVELOPMENT 153866 0 0 0 0 0 0 0 6595 0 160461 0 0 0 KATHERINE MILLER VP IMPACT 126021 0 45000 0 0 0 0 0 1285 0 172306 0 0 0 ALLISON TOZZI LIU VP MRKETING, COMMUNICATIONS AND EDIT 105417 0 25325 0 0 0 0 0 24528 0 155270 0 0 0 X PROMO MATERIALS 1 20000 FMV X KITCHEN SUPPLIES 11 6350 FMV X EVENT PROD'N 3 950 FMV 0 0 0 PART I, COLUMN B INDICATES THE NUMBER OF CONTRIBUTORS THAT DONATED NONCASH ITEMS DURING THE FISCAL YEAR ENDED 3/31/2021. 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 4,062,786. MANAGEMENT AND GENERAL EXPENSES 335,115. FUNDRAISING EXPENSES 183,631. TOTAL EXPENSES 4,581,532. COMMISSIONS: PROGRAM SERVICE EXPENSES 183,600. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 3,750. TOTAL EXPENSES 187,350. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.