2024-10-29T15:09:09-05:00 2023-12-31 381357951 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990PF 2023-01-01 311575931 THE LONGABERGER FAMILY FOUNDATION LONG 6142358877 2470 E MAIN ST COLUMBUS OH 43209 MATTHEW KAIDO PRESIDENT 6142358877 2024-10-22 1 1 KENT OWEN CPA P01292783 6148493000 2024-10-22 2023 2024-10-15 13:58:12Z X 3678619 X X 85566 84303 180361 1564837 180361 17 0 265944 264664 48000 0 26000 1518 0 1518 19455 9728 9727 36818 36818 0 3941 489 0 1223 0 1223 110955 47035 38468 245260 245260 356215 47035 283728 -90271 217629 112121 34183 34183 117523 37142 37142 581304 468392 558672 982243 872275 1451774 608935 601537 594001 780264 1024034 1002847 3182390 3037563 3678619 0 0 X 0 0 0 0 3182390 3037563 3182390 3037563 3182390 3037563 3182390 -90271 0 3092119 54556 3037563 SALE OF PUBLICLY TRADED STOCKS - ST P 2023-12-31 228944 244005 -15061 -15061 SALE OF PUBLICLY TRADED STOCKS - LT P 2023-12-31 1328839 1140471 188368 188368 CAPITAL GAINS DIVIDENDS P 7054 7054 7054 180361 3025 0 3025 0 3025 2328 0 4200 0 6528 X 8 3495 3495 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A JENNI LIGHT 6142358877 2470 E MAIN ST COLUMBUS OH 43209 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TAMALA LONGABERGER 2407 E MAIN ST COLUMBUS OH 43215 PRESIDENT 1.00 26000 0 0 MATTHEW KAIDO 2407 E MAIN ST COLUMBUS OH 43215 TREASURER 1.00 11000 0 0 CLAIRE KAIDO 2407 E MAIN ST COLUMBUS OH 43215 VICE PRESIDENT / SECRETARY 1.00 11000 0 0 NONE 0 NONE 0 0 3466239 133113 0 3599352 0 0 3599352 53990 3545362 177268 177268 3025 3025 174243 11000 185243 0 185243 283728 0 283728 185243 139358 0 0 283728 139358 0 0 144370 0 0 0 0 0 0 0 0 40873 0 0 0 TAMALA LONGABERGER 1500 E MAIN ST PO BOX 3400 NEWARK OH 43058 7403225203 TAMILONGABERGER@LONGABERGER.COM BACKGROUND OF ORGANIZATION DESCRIPTION OF PROJECT AND AMOUNT REQUESTED POPULATION SERVED OTHER SOURCES OF SUPPORT INDICATION OF IRC SECTION 501(C)(3)SUPPORT APPLICATION INFORMATION IS ACCEPTED THROUGHOUT THE YEAR NO GRANTS TO INDIVIDUALS EQUAL JUSTICE INITIATIVE 122 COMMERCE STREET MONTGOMERY AL 36104 PC GENERAL FUND 10000 FOUNDATION FOR APPALACHIAN OHIO 35 PUBLIC SQUARE NELSONVILLE OH 45764 PC UNRESTRICTED TO FOUNDATION FOR APPALACHIAN OHIO FOR OPERATING FUNDS 35000 INTERNATIONAL REPUBLICAN INSTITUTE 1225 EYE STREET NW SUITE 800 WASHINGTON DC 20005 PC FREEDOM AWARD FUNDRAISER - UNRESTRICTED FUNDS 25000 INTERNATIONAL REPUBLICAN INSTITUTE 1225 EYE STREET NW SUITE 800 WASHINGTON DC 20005 PC THE JUDY VAN REST FUND 5000 OHIO DOMESTIC VIOLENCE NETWORK 1855 E DUBLIN GRANVILLE RD SUITE 301 COLUMBUS OH 43229 PC SUPPORT GENERAL OPERATIONS 35000 THE WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS 1300 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 PC WILSON CENTER LEADERSHIP IN FOREIGN POLICY GLOBAL ADVISORY COUNCIL SUPPORT OF LEOPOLDO LOPEZ 50000 IDEAS BEYOND BORDERS 244 FIFTH AVENUE SUITE 2594 NEW YORK NY 10001 PC VIA WORLD LIBERTY CONGRESS - UNRESTRICTED FUNDS FOR ANNUAL CONGRESS 25000 OSU FOUNDATION 400 SOUTH MONROE STILLWATER OK 74074 PC GENERAL FUND 10000 TRANSITIONS INC 1650 RUSSELL ST COVINGTON KY 41011 PC MUSKINGHUM COUNTY COMMUNITY FOUNDATION SUPPORT FUND 50260 245260 0 14 85566 18 180361 OTHER INCOME 01 17 0 265944 0 265944 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 19455 9728 9727 THE LONGABERGER FAMILY FOUNDATION, EIN (31-1575931), HEREBY ELECTS UNDER REG. 53.4942(A)-3(D)(2) TO DESIGNATE THE QUALIFYING DISTRIBUTIONS OF $410,840 IT MADE THROUGHOUT THE TAX PERIOD OF DECEMBER 31, 2022. THE TAXPAYER ELECTS THAT THE DISTRIBUTIONS BE ALLOCATED IN THE FOLLOWING MANNER: (1) $174,421 TO THE TAXABLE YEAR ENDING DECEMBER 31, 2021; (2) $85,623 TO THE TAXABLE YEAR ENDING DECEMBER 31, 2017; AND (3) $96,412 TO THE TAXABLE YEAR ENDING DECEMBER 31, 2018; AND (4) $54,384 TO THE TAXABLE YEAR ENDING DECEMBER 31, 2022. DATE: JUNE 23, 2023 ___________________________________________TAMALA LONGABERGER, PRESIDENT ABBVIE INC 2.6% 21 NOV 2024 40662 39074 AVALONBAY & COMMUNITIES INC 3.5% 15 NOV 2024 41017 39389 CITIGROUP & INC 4% 05 AUG 2024 49951 49447 GOLDMAN SACHS GROUP INC/THE 3.5% 01 APR 2025 51355 48873 NATIONAL RURAL UTILITIES COOPERATIVE FINANCE CORP 50450 50501 ROYAL BANK OF CANADA 2.25% 01 NOV 2024 50754 48740 POOR'S:A-AMERE CORP 2.5% 15 SEP 2024 50834 48884 AMERICAN HONDA FINANCE CORP 5.25% 07 JUL 2026 50079 50902 BANK OF NOVA SCOTIA/THE 4.75% 02 FEB 2026 39666 39907 BHP & BILLITON FIN USA LTD 4.875% 27 FEB 2026 49541 50265 ELEVANCE HEALTH INC 4.9% 08 FEB 2026 29816 29947 GILEAD SCIENCES INC 3.65% 01 MAR 2026 48405 48986 INTERCONTINENTAL EXCHANGE INC 3.65% 23 MAY 2025 49007 49086 FREEPORT-MCMORAN INC 16490 18944 DUPONT DE NEMOURS INC 11225 15386 LOCKHEED MARTIN CORP 22972 27194 UNION PACIFIC CORP 10534 15965 WASTE MANAGEMENT INC 13218 23283 AMAZON.COM INC 28849 50900 HOME DEPOT INC/THE 18381 22526 LULULEMON ATHLETICA INC 11308 20452 MARRIOTT INTERNATIONAL INC/MD 9663 24806 NETFLIX INC 30871 36516 TJX COS INC/THE 13416 22983 WALT DISNEY CO/THE 12913 10835 COSTCO WHOLESALE CORP 20197 42905 WALMART INC 7872 14977 AT&T INC 25591 22485 BANK OF AMERICA CORP 29840 37879 BERKSHIRE HATHAWAY INC 25043 44583 BLACKROCK INC 21179 28413 GOLDMAN SACHS GROUP INC/THE 8497 17360 JPMORGAN CHASE & CO 14886 16160 MORGAN STANLEY 10909 24711 ELI LILLY & CO 16148 32061 JOHNSON & JOHNSON 28011 28213 REGENERON PHARMACEUTICALS INC 12478 17566 THERMO FISHER SCIENTIFIC INC 19989 31847 UNITEDHEALTH GROUP INC 28962 47382 ADVANCED MICRO DEVICES INC 17056 30956 ALPHABET INC 34177 121200 APPLE INC 23308 123219 CISCO SYSTEMS INC 18144 20461 MICROSOFT CORP 23083 105291 NVIDIA CORP 10769 42094 SALESFORCE INC 17338 28945 VISA INC 13581 24733 PROLOGIS INC 22745 20662 SIMON PROPERTY GROUP INC 18784 18543 DEERE & CO 12310 11996 PARKER HANNIFIN CORP 13835 16125 DELTA AIR LINES INC 20357 20718 CHEVRON CORP 32103 27595 BLACKSTONE INC 13504 18329 ABBOTT LABORATORIES 29647 31370 ORACLE CORP 37067 33738 PALO ALTO NETWORKS INC 19072 35386 QUALCOMM INC 12666 13451 NEXTERA ENERGY INC 13287 10630 468392 558672 0 0 VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND AT COST 164292 153735 VANGUARD SHORT-TERM INVESTMENT GRADE FUND AT COST 281846 268679 FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND FUND AT COST 117882 103645 ISHARES MSCI JAPAN ETF AT COST 90870 93644 SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF AT COST 206763 219537 STONE RIDGE HIGH YIELD REINSURANCE RISK PREMIUM FUND AT COST 72381 71092 JP MORGAN BUFFERED EQUITY RETURN NOTE DTD 08/25/2023 5.975% CAP AT COST 50000 52115 JP MORGAN BUFFERED EQUITY RETURN NOTE DTD 12/8/2023 8.65% CAP AT COST 40000 40400 LEGAL FEES 1518 0 1518 MARK TO MARKET ADJUSTMENT 54556 OFFICE EXPENSES 581 0 581 INSURANCE 642 0 642 OTHER INCOME 17 17 INVESTMENT FEES 36818 36818 0 990-PF TAXES 3452 0 0 FOREIGN TAXES 489 489 0