2024-08-15T13:39:08-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2022-10-03 330776076 JACK IN THE BOX FOUNDATION JACK 8585712538 9357 SPECTRUM CENTER BLVD SAN DIEGO CA 92123 DAWN HOOPER DIRECTOR 8585712538 2024-08-15 1 1 LISA N RYSSEL CPA P00643670 7149781300 2024-08-15 2022 2024-08-08 14:25:15Z DAWN HOOPER 9357 SPECTRUM CENTER BLVD SAN DIEGO CA 92123 2020570 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 1328715 2020570 0 0 0 0 0 -562117 1328715 1458453 1009061 535540 0 0 0 0 0 0 0 344766 418 1353827 535958 -25112 922495 319038 1487793 0 189375 319038 1298418 X JACK IN THE BOX FOUNDATION'S MISSION IS TO PRIMARILY SUPPORT CAUSES THAT HELP AT-RISK CHILDREN AND YOUTH. SOME OF ITS PRIMARY COMMUNITY PARTNERS INCLUDE 'NO KID HUNGRY/SHARE OUR STRENGTH', 'BIG BROTHERS BIG SISTERS', AND VARIOUS CHILDREN/YOUTH-FOCUSED ORGANIZATIONS WITHIN OUR COMMUNITY, AMONG OTHERS. 0 0 519000 519000 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 OCTOBER 1, 2023, THE FOUNDATION CONTRIBUTED $519,000 WORTH OF GRANTS. 16540 16540 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. 535540 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 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 2311675 17817 RYAN OSTROM PRESIDENT 1.00 40.00 X X 0 902084 12762 DEAN GORDON DIRECTOR 1.00 40.00 X 0 736825 14527 DAWN HOOPER DIRECTOR 1.00 40.00 X 0 457683 17817 PEGGY CHAPMAN DIRECTOR 1.00 40.00 X 0 302830 4651 MARK MADDEN DIRECTOR 1.00 40.00 X 0 281438 14787 SHEENA DOUGHER DIRECTOR 1.00 40.00 X 0 261399 15382 MATT HAMILTON DIRECTOR 1.00 40.00 X 0 250039 0 MIKE SNIDER SECRETARY 1.00 40.00 X X 0 462402 17817 TIM MULLANY TREASURER 1.00 40.00 X X 0 1121614 14527 0 7087989 130087 0 0 1 0 0 1689077 331493 102275 2020570 0 1689077 562117 -562117 -562117 1458453 0 0 -562117 519000 519000 16540 16540 418 418 535958 535540 418 0 319038 1298418 189375 319038 1487793 189375 0 189375 X 319038 873690 424728 319038 1298418 319038 1487793 X 922495 56885 X X 0 1 X 1 0 X 1514494 817772 836731 1328715 2870628 7368340 1514494 817772 836731 1328715 2870628 7368340 2502850 4865490 7368340 0.66030 0.55600 X SCHEDULE A, PART II, LINE 1 LINE 1 INCLUDES $850,058 IN AGENCY FUND TRANSACTION NOT INCLUDED IN PARTS VIII-STATEMENT OF REVENUE OR PART X-BALANCE SHEET. 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 OCTOBER 1, 2023, 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 X 1935905 407891 69561 477452 1458453 0 1458453 1013410 407891 69561 477452 535958 0 535958 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 69,561. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 69,561. GOLF TOURNAMENT 1689077 1689077 492556 69561 1689077 1689077 492556 69561 562117 -562117 1 AMERICAN RED CROSS 431 18TH ST NW WASHINGTON DC 20006 530196605 501(C)(3) 30000 0 DONATION BIG BROTHERS BIG SISTERS 5305 UNIVERSITY AVE STE 590 SAN DIEGO CA 92105 952151526 501(C)(3) 75000 0 DONATION JUNIOR ACHIEVEMENT OF SAN DIEGO COUNTY INC 4756 MISSION GORGE PLACE SAN DIEGO CA 92120 951727087 501(C)(3) 75000 0 DONATION PRO KIDS GOLF ACADEMY INC 4085 52ND STREET SAN DIEGO CA 92105 330617741 501(C)(3) 50000 0 DONATION YMCA OF SAN DIEGO COUNTY 3708 RUFFIN RD SAN DIEGO CA 92123 952039198 501(C)(3) 25000 0 DONATION MONARCH SCHOOL PROJECT 1625 NEWTON AVENUE SAN DIEGO CA 92113 330871354 501(C)(3) 253000 0 DONATION 6 RELIEF FUNDING 6 16540 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. 0 0 0 0 0 0 0 0 0 DARIN HARRIS DIRECTOR 0 2311675 0 0 0 0 0 0 0 17817 0 2329492 0 0 TIM MULLANY TREASURER 0 1121614 0 0 0 0 0 0 0 14527 0 1136141 0 0 RYAN OSTROM PRESIDENT 0 902084 0 0 0 0 0 0 0 12762 0 914846 0 0 DEAN GORDON DIRECTOR 0 736825 0 0 0 0 0 0 0 14527 0 751352 0 0 MIKE SNIDER SECRETARY 0 462402 0 0 0 0 0 0 0 17817 0 480219 0 0 DAWN HOOPER DIRECTOR 0 457683 0 0 0 0 0 0 0 17817 0 475500 0 0 PEGGY CHAPMAN DIRECTOR 0 302830 0 0 0 0 0 0 0 4651 0 307481 0 0 MARK MADDEN DIRECTOR 0 281438 0 0 0 0 0 0 0 14787 0 296225 0 0 SHEENA DOUGHER DIRECTOR 0 261399 0 0 0 0 0 0 0 15382 0 276781 0 0 MATT HAMILTON DIRECTOR 0 250039 0 0 0 0 0 0 0 0 0 250039 0 0 X GOLF PACKAGE 8 65925 X SPECIAL EVENT PACKAGE 3 21500 X TRIP PACKAGE 2 14850 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B JACK IN THE BOX FOUNDATION'S FORM 990 IS REVIEWED BY THE TAX DEPARTMENT AT JACK IN THE BOX INC. (FEIN 95-2698708) IN CONJUNCTION WITH THE FOUNDATION DIRECTOR. 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 2023. FORM 990, PART VI, SECTION C, LINE 19 JACK IN THE BOX FOUNDATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: TAX TO AUDITED FINANCIAL STATEMENT ADJUSTMENT 56,885. FORM 990, PART XII, LINE 2C: FY2023 WAS THE FIRST YEAR AN AUDIT WAS REQUIRED. AS SUCH, AN AUDIT COMMITTEE WAS SELECTED AFTER THE END OF THE FISCAL YEAR TO ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. 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 O 297926 FMV JACK IN THE BOX INC C 350000 FMV JACK IN THE BOX INC M 108832 FMV JACK IN THE BOX INC N 100501 FMV