Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 996,203 | 2,082,135 | 2,566,145 | 3,826,646 | 3,772,150 | 13,243,279 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | 9,654 | 62,937 | 63,169 | 135,760 | ||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | 996,203 | 2,082,135 | 2,575,799 | 3,889,583 | 3,835,319 | 13,379,039 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 1,347,770 | 1,644,225 | 2,991,995 | |||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | 237,125 | 237,125 | ||||
| c | Add lines 7a and 7b.. | 1,584,895 | 1,644,225 | 3,229,120 | |||
| 8 | Public support. (Subtract line 7c from line 6.) | 10,149,919 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 996,203 | 2,082,135 | 2,575,799 | 3,889,583 | 3,835,319 | 13,379,039 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 81 | 4,858 | 15,419 | 20,358 | ||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 81 | 4,858 | 15,419 | 20,358 | ||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 996,203 | 2,082,135 | 2,575,880 | 3,894,441 | 3,850,738 | 13,399,397 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2024 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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6
Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2025. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
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| FORM 990 - ORGANIZATION'S MISSION | THE ROBERT IRVINE FOUNDATION IS A NOT-FOR-PROFIT ENTITY AND IS TAX EXEMPT UNDER 501(C) (3) OF THE INTERNAL REVENUE CODE (IRC). THE ORGANIZATION SUPPORTS AND STRENGTHENS THE PHYSICAL AND MENTAL WELL-BEING OF OUR SERVICE MEMBERS, VETERANS, FIRST RESPONDERS, AND THEIR FAMILIES. WE PROVIDE THESE HEROES WITH LIFE-CHANGING OPPORTUNITIES THAT UNLOCK THE POTENTIAL IN THEIR PERSONAL AND PROFESSIONAL LIVES THROUGH FOOD, WELLNESS, COMMUNITY, AND FINANCIAL SUPPORT. PROGRAM 1. WELLNESS PROGRAMS OUR WELLNESS PROGRAMS SUPPORT THE MENTAL AND PHYSICAL WELL-BEING OF AMERICA'S INJURED, ILL, AGING, AND WOUNDED HEROES AND THEIR FAMILIES. THESE PROGRAMS ADDRESS BOTH VISIBLE AND INVISIBLE WOUNDS OF SERVICE, HELPING INDIVIDUALS HEAL, REGAIN INDEPENDENCE, AND CONNECT WITH OTHERS WHO UNDERSTAND THEIR EXPERIENCES. WE PROVIDED 5 MOBILITY DEVICES TO SEVERELY INJURED VETERANS, HELPING RESTORE THEIR INDEPENDENCE, DIGNITY, AND MENTAL WELL-BEING BY ENABLING THEM TO OVERCOME PHYSICAL BARRIERS AND NAVIGATE DAILY LIFE WITH GREATER FREEDOM. WE PROVIDED 3 FULLY TRAINED SERVICE DOGS TO VETERANS LIVING WITH PTSD AND TRAUMA. THESE LOYAL COMPANIONS OFFER COMFORT DURING DISTRESSING MOMENTS, REDUCE SYMPTOMS OF ANXIETY, AND PROVIDE A CONSTANT SENSE OF SECURITY AND CONNECTION. THROUGH REUNITING THE BRAVE, WE BROUGHT TOGETHER MORE THAN 2,250 VETERANS, MILITARY FAMILIES, AND GOLD STAR FAMILIES TO RECONNECT WITH THOSE THEY SERVED ALONGSIDE. THESE GATHERINGS CREATE SAFE, SUPPORTIVE ENVIRONMENTS WHERE PARTICIPANTS CAN PROCESS TRAUMA, GRIEVE TOGETHER, AND FIND SOLIDARITY AMONG PEERS. WE CONTINUED TO SHARE POWERFUL, UNFILTERED STORIES THROUGH 45 EPISODES OF THE MEDEVAC PODCAST, FEATURING VETERANS, SERVICE MEMBERS, AND CIVILIANS WHO SPOKE OPENLY ABOUT THEIR EXPERIENCES WITH INJURY, RECOVERY, RESILIENCE, AND MENTAL HEALTH. THESE CONVERSATIONS HELP REDUCE STIGMA AND REMIND OTHERS THEY ARE NOT ALONE. AND THROUGH OUR FACE THE FIGHT INITIATIVE, WE SUPPORTED OVER 380 HEROES AND THEIR FAMILIES AFFECTED BY POST-TRAUMATIC STRESS, POST-TRAUMATIC GROWTH, AND SUICIDE. BY INTEGRATING EVIDENCE-BASED PRACTICES SUCH AS CRISIS RESPONSE PLANNING AND LETHAL MEANS SAFETY INTO OUR PROGRAMMING, WE EQUIP VETERANS, FIRST RESPONDERS, AND CAREGIVERS WITH TOOLS TO RECOGNIZE WARNING SIGNS, RESPOND TO MENTAL HEALTH CRISES, AND ACCESS CRITICAL RESOURCES. THROUGH THESE COMBINED EFFORTS, OUR WELLNESS PROGRAMS CONTINUE TO MAKE A MEASURABLE AND MEANINGFUL DIFFERENCE IN THE LIVES OF THOSE WHO SERVE. PROGRAM 2. FOOD PROGRAMS THE ROBERT IRVINE FOUNDATION'S FOOD PROGRAMS ARE PERSONALLY INSPIRED AND CURATED BY OUR FOUNDER, ROBERT IRVINE, WHOSE CAREER AS A NAVY VETERAN AND WORLD-RENOWNED CHEF HAS BEEN DEEPLY ROOTED IN SERVING THOSE WHO SERVE US. ROBERT WITNESSED FIRSTHAND THE POWERFUL ROLE FOOD PLAYS IN NOURISHING NOT JUST THE BODY, BUT ALSO THE MIND AND SPIRIT-BRINGING PEOPLE TOGETHER AND CREATING A SENSE OF CONNECTION AND COMFORT. THROUGH OUR BREAKING BREAD WITH HEROES PROGRAM, WE SERVED OVER 12,790 DELICIOUS MEALS TO SERVICE MEMBERS, VETERANS, FIRST RESPONDERS, AND THEIR FAMILIES, OFFERING MORE THAN JUST A PLATE OF FOOD-EACH MEAL BECAME A MOMENT OF RECOGNITION, COMMUNITY, AND GRATITUDE. IN 2024, AS 1 IN 6 MILITARY FAMILIES FACED FOOD INSECURITY, WE PROVIDED DIRECT SUPPORT TO OVER 35 FAMILIES STRUGGLING TO PUT MEALS ON THE TABLE. THESE EFFORTS AIMED TO EASE THE FINANCIAL STRAIN MANY MILITARY HOUSEHOLDS CONTINUE TO EXPERIENCE AND ENSURE THAT NO HERO OR THEIR FAMILY GOES HUNGRY. THROUGH OUR LET'S CHOW FOOD TRUCK PROGRAM, MORE THAN 9,230 VETERANS WERE IMPACTED BY HANDS-ON CULINARY TRAINING, MENTORSHIP, AND ENTREPRENEURSHIP OPPORTUNITIES. THIS INITIATIVE EMPOWERS TRANSITIONING SERVICE MEMBERS AND VETERANS TO BUILD MEANINGFUL CAREERS IN THE FOOD INDUSTRY AND FOSTER COMMUNITY THROUGH CUISINE. PROGRAM 3. COMMUNITY PROGRAMS THE ROBERT IRVINE FOUNDATION'S COMMUNITY PROGRAMS ARE DESIGNED TO FOSTER CONNECTION, BUILD PEER SUPPORT NETWORKS, AND PROMOTE RESILIENCE AMONG OUR NATION'S HEROES AND THEIR FAMILIES. THROUGH SHARED EXPERIENCES, THESE PROGRAMS OFFER OPPORTUNITIES FOR HEALING, GROWTH, AND CAMARADERIE. MORE THAN 6,310 VETERANS, SERVICE MEMBERS, AND THEIR FAMILIES PARTICIPATED IN RESILIENCY EXPERIENCES-SPECIAL EVENTS DESIGNED TO CREATE MEANINGFUL BONDS AND LASTING MEMORIES. MANY ARRIVE FEELING ISOLATED, BUT LEAVE WITH A RENEWED SENSE OF PURPOSE, STRENGTH, AND BELONGING. WHEN ROBERT IRVINE VISITS MILITARY BASES AROUND THE WORLD, HE BRINGS MORE THAN JUST HIS CULINARY EXPERTISE-HE BRINGS A SENSE OF HOME. DURING THESE VISITS, ROBERT CONNECTS WITH OVER 7,150 SERVICE MEMBERS AND MILITARY FAMILIES, OFFERING JOY-FILLED MOMENTS, SHARED MEALS, AND CANDID CONVERSATIONS ABOUT SERVICE, NUTRITION, FITNESS, AND PERSEVERANCE. HIS PRESENCE IGNITES INSPIRATION AND REMINDS OUR HEROES THAT THEY ARE SEEN, VALUED, AND SUPPORTED. TO FURTHER EXPAND AWARENESS AND EDUCATION, WE REACHED MORE THAN 359,160 INDIVIDUALS THROUGH COMMUNITY EDUCATION EVENTS NATIONWIDE. THESE PROGRAMS ENGAGE BOTH MILITARY AND CIVILIAN AUDIENCES, HELPING BRIDGE UNDERSTANDING AND RAISE AWARENESS ABOUT THE EVOLVING NEEDS OF VETERANS, SERVICE MEMBERS, AND THEIR FAMILIES. THE AMBASSADOR PROGRAM EXPANDED WITH THE 4 NEW VETERANS, JOINING AN ALREADY ESTABLISHED TEAM OF PASSIONATE VETERANS AND CAREGIVERS WHO SHARE THEIR STORIES, ADVOCATE FOR OUR MISSION, AND PROVIDE UPDATES AT PUBLIC EVENTS AND SPEAKING ENGAGEMENTS. PROGRAM 4. FINANCIAL SUPPORT THE SACRIFICES MADE BY MILITARY PERSONNEL AND FIRST RESPONDERS EXTEND FAR BEYOND THEIR OWN LIVES-THEY PROFOUNDLY AFFECT THEIR FAMILIES AS WELL. THROUGH TARGETED FINANCIAL ASSISTANCE, WE HELP ALLEVIATE STRESS, STRENGTHEN RESILIENCE, AND ENHANCE THE MENTAL WELL-BEING OF BOTH INDIVIDUALS AND FAMILIES IN THESE COMMUNITIES. WE AWARDED 7 COMMUNITY GRANTS TO SUPPORT LOCAL INITIATIVES THAT PROMOTE COLLABORATION, RESOURCE-SHARING, AND MUTUAL SUPPORT AMONG SERVICE MEMBERS, VETERANS, FIRST RESPONDERS, AND THEIR FAMILIES. WE ALSO SUPPORTED OVER 250 GOLD STAR FAMILY MEMBERS THROUGH HOLIDAY GRANTS, HELPING ALLEVIATE FINANCIAL BURDENS DURING WHAT CAN BE AN ESPECIALLY DIFFICULT TIME OF YEAR. THESE GRANTS OFFER FAMILIES THE SPACE TO FOCUS ON HEALING, HONOR THE MEMORY OF THEIR LOVED ONES, AND FIND COMFORT IN SEASONAL TRADITIONS. IN TIMES OF UNEXPECTED CRISES-SUCH AS NATURAL DISASTERS, MEDICAL EMERGENCIES, OR OTHER PERSONAL HARDSHIPS-WE PROVIDED 19 RELIEF FUND GRANTS TO HELP RECIPIENTS OVERCOME FINANCIAL OBSTACLES AND ACCESS CRITICAL RESOURCES, PROMOTING RECOVERY AND STABILITY. RECOGNIZING THAT MILITARY CHILDREN ALSO SACRIFICE ALONGSIDE THEIR PARENTS, WE PROVIDED 2 SCHOLARSHIP GRANTS. THESE SCHOLARSHIPS EMPOWER MILITARY CHILDREN TO PURSUE THEIR ACADEMIC GOALS WHILE HONORING THE SERVICE AND SACRIFICE OF THEIR FAMILIES. |
| FORM 990, PAGE 2, PART III, LINE 4D | FINANCIAL SUPPORT - SEE SCHEDULE O FOR FULL DESCRIPTION |
| FORM 990, PAGE 6, PART VI, LINE 2 | ROBERT IRVINE GAIL KIM DIRECTOR DIRECTOR SPOUSES ROBERT IRVINE JUSTIN LEONARD DIRECTOR DIRECTOR BUSINESS RELATIONSHIP ROBERT IRVINE DAVID JEFFRIES DIRECTOR DIRECTOR BUSINESS RELATIONSHIP ROBERT IRVINE MARK JUNE DIRECTOR OFFICER BUSINESS RELATIONSHIP |
| FORM 990, PAGE 6, PART VI, LINE 4 | AMENDMENT TO THE BYLAWS CONCERNING ARTICLE III, SECTION 2 AND ARTICLE III, SECTION 9. |
| FORM 990, PAGE 6, PART VI, LINE 7A | SAMUEL SCHRAER BECAME A BOARD MEMBER AS OF OCTOBER 29, 2024. JOANNE BASS BECAME A BOARD MEMBER AS OF APRIL 22, 2024. |
| FORM 990, PAGE 6, PART VI, LINE 7B | APPROVAL OF NEW EMPLOYEE, ADDITION OF TWO NEW BOARD MEMBERS, AMENDMENT TO THE BYLAWS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO SIGNING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | VERBAL INQUIRY AND COMMUNICATION. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE COMPENSATION OF THE PRESIDENT WAS DETERMINED AFTER THE BOARD REVIEWED COMPARABLE DATA AND DISCUSSION. THE DELIBERATION AND DECISION ARE DOCUMENTED IN THE BOARD MINUTES. |
| FORM 990, PAGE 6, PART VI, LINE 17 | MASSACHUSETTS, MARYLAND, MAINE, MICHIGAN, MINNESOTA, MISSOURI, MISSISSIPPI, NORTH CAROLINA, NORTH DAKOTA, NEW HAMPSHIRE, NEW JERSEY, NEW MEXICO, NEVADA, NEW YORK, OHIO, OKLAHOMA, OREGON, PENNSYLVANIA, RHODE ISLAND, SOUTH CAROLINA, TENNESSEE, UTAH, VIRGINIA, WASHINGTON, WISCONSIN, WEST VIRGINIA |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS MADE AVAILABLE ON WEBSITE AND/OR UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES 0 20,475 0 CONSULTING FEES 209,784 2,640 9,709 OUTSIDE CONTRACT SERVICES 566,820 22,931 50,427 CATERING 47,127 0 0 ENTERTAINMENT/TALENT 69,990 0 0 PRODUCTION FEES 135,000 0 0 TOTAL 1,028,721 46,046 60,136 |
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| Software Version: |