2025-05-28T10:41:56-05:00 2024-12-31 331498605 PLANTE & MORAN PLLC 537 E PETE ROSE WAY CINCINNATI OH 45202 990PF 2024-01-01 311575931 THE LONGABERGER FAMILY FOUNDATION LONG 6142358877 2470 E MAIN ST COLUMBUS OH 43209 MATTHEW KAIDO PRESIDENT 6142358877 2025-05-16 1 1 KENT OWEN CPA P01292783 5135958800 2025-05-16 2024 2025-03-06 01:10:19Z X 3947540 X X 90471 84991 58187 872503 58187 148658 143178 48000 0 24000 975 0 975 14396 7198 7198 37203 37203 0 224 224 0 642 0 642 101440 44625 32815 191000 191000 292440 44625 223815 -143782 98553 34183 53015 53015 37142 154199 154199 468392 477547 589110 872275 853114 1806633 601537 631636 633768 1024034 722160 710815 3037563 2891671 3947540 0 0 X 0 0 0 0 3037563 2891671 3037563 2891671 3037563 2891671 3037563 -143782 0 2893781 2110 2891671 SALE OF PUBLICLY TRADED STOCKS - ST P 2024-12-31 84934 84747 187 187 SALE OF PUBLICLY TRADED STOCKS - LT P 2024-12-31 703609 679569 24040 24040 JPM BERN SPX 11.95% MAX P 2023-08-25 2024-09-06 55975 50000 5975 5975 CAPITAL GAINS DIVIDENDS P 27985 27985 27985 58187 1370 0 1370 0 1370 3495 0 0 0 3495 X 0 2125 2125 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 24000 0 0 MATTHEW KAIDO 2407 E MAIN ST COLUMBUS OH 43215 TREASURER 1.00 12000 0 0 CLAIRE KAIDO 2407 E MAIN ST COLUMBUS OH 43215 VICE PRESIDENT / SECRETARY 1.00 12000 0 0 NONE 0 NONE 0 0 3765841 120303 0 3886144 0 0 3886144 58292 3827852 191393 191393 1370 1370 190023 0 190023 0 190023 223815 0 223815 190023 40873 0 0 223815 40873 0 0 182942 0 0 0 0 0 0 0 0 7081 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 THE WOODROW WILSON CENTER 1300 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 PC SUPPORT SEMINAR THAT ENCOURAGES CONGRESSIONAL STAFFERS TO DEBATE KEY GLOBAL ISSUES 50000 FRIENDS OF THE DRESDEN PARKS INC 4050 RED BUD RD DRESDEN OH 43821 PC GENERAL FUND 1000 INTERNATIONAL REPUBLICAN INSTITUTE 1225 EYE STREET NW SUITE 800 WASHINGTON DC 20005 PC FREEDOM AWARD FUNDRAISER - UNRESTRICTED FUNDS 30000 MACEDONIA MISSIONARY BAPTIST CHURCH 5721 CHURCH RD EAST ST LOUIS IL 62207 PC FAO FUND SUPPORTS 25000 MUSKINGUM COUNTY ANIMAL SHELTER 1430 NEWARK RD ZANESVILLE OH 43701 PC GENERAL FUND 10000 MY STEALTHY FREEDOM PO BOX 1955 322 W 52 STREET NEW YORK NY 10019 PC SUPPORT SUPPORTS IRANIAN WOMEN'S BASIC RIGHT TO CHOOSE 5000 OHIO DOMESTIC VIOLENCE NETWORK 1855 E DUBLIN GRANVILLE RD SUITE 301 COLUMBUS OH 43229 PC SUPPORT GENERAL OPERATIONS 35000 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 25000 191000 0 14 90471 18 58187 OTHER INCOME 01 0 148658 0 148658 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 14396 7198 7198 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 GOLDMAN SACHS GROUP INC/THE 3.5% 01 APR 2025 50456 49828 NATIONAL RURAL UTILITIES COOPERATIVE FINANCE CORP 50231 50361 AMERICAN HONDA FINANCE CORP 5.25% 07 JUL 2026 50055 50387 BANK OF NOVA SCOTIA/THE 4.75% 02 FEB 2026 39666 40011 BHP & BILLITON FIN USA LTD 4.875% 27 FEB 2026 49541 50150 ELEVANCE HEALTH INC 4.9% 08 FEB 2026 29816 29983 GILEAD SCIENCES INC 3.65% 01 MAR 2026 48405 49401 INTERCONTINENTAL EXCHANGE INC 3.65% 23 MAY 2025 49007 49790 AMERICAN EXPRESS CO 4.9% 13 FEB 2026 50121 50154 BP CAPITAL MARKETS PLC 3.588% 14 APR 2027 39576 39080 GENERAL MILLS INC 4.7% 30 JAN 2027 50036 49982 PHILLIP & 66 3.85% 09 APR 2025 24910 24930 SOUTHERN CO/THE 5.113% 01 AUG 2027 50336 50415 WELLS FARGO & CO 4.3% 22 JUL 2027 49480 49296 FREEPORT-MCMORAN INC 15908 16374 DEERE & CO 12310 12711 DUPONT DE NEMOURS INC 10945 14869 LOCKHEED MARTIN CORP 22972 29156 PARKER HANNIFIN CORP 13835 22261 UNION PACIFIC CORP 10534 14823 WASTE MANAGEMENT INC 12710 25224 AMAZON.COM INC 28849 73496 DELTA AIR LINES INC 19764 30250 HOME DEPOT INC/THE 18381 25284 LULULEMON ATHLETICA INC 11308 15296 MARRIOTT INTERNATIONAL INC/MD 9224 29289 NETFLIX INC 30871 66849 TJX COS INC/THE 13162 28994 WALT DISNEY CO/THE 12375 12805 COSTCO WHOLESALE CORP 20197 59558 WALMART INC 7493 24395 AT&T INC 24828 29601 CHEVRON CORP 31236 26071 BANK OF AMERICA CORP 29026 48125 BERKSHIRE HATHAWAY INC 24090 54394 BLACKROCK INC 21179 35879 BLACKSTONE INC 12868 23277 GOLDMAN SACHS GROUP INC/THE 8497 25768 JPMORGAN CHASE & CO 14064 21574 MORGAN STANLEY 10700 32687 ABBOTT LABORATORIES 28607 31105 ELI LILLY & CO 16148 42460 JOHNSON & JOHNSON 27247 25309 REGENERON PHARMACEUTICALS INC 12478 14247 THERMO FISHER SCIENTIFIC INC 19989 31214 UNITEDHEALTH GROUP INC 27505 42998 ADVANCED MICRO DEVICES INC 16651 24762 ALPHABET INC 34177 163778 APPLE INC 23308 160269 CISCO SYSTEMS INC 17709 23384 MICROSOFT CORP 22616 113805 NVIDIA CORP 10769 114147 ORACLE CORP 35908 51658 PALO ALTO NETWORKS INC 18277 41851 QUALCOMM INC 11985 13519 SALESFORCE INC 16550 35105 VISA INC 12927 28444 PROLOGIS INC 21985 15855 SIMON PROPERTY GROUP INC 18044 21526 NEXTERA ENERGY INC 12908 12187 477547 589110 0 0 VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND AT COST 164292 151609 VANGUARD SHORT-TERM INVESTMENT GRADE FUND AT COST 179617 171359 ISHARES MSCI JAPAN ETF AT COST 90870 97966 STONE RIDGE HIGH YIELD REINSURANCE RISK PREMIUM FUND AT COST 72381 72139 JP MORGAN BUFFERED EQUITY RETURN NOTE DTD 12/8/2023 8.65% CAP AT COST 40000 45272 JP MORGAN BUFFERED EQUITY RETURN NOTE DTD 11/22/24 5.20% CAP AT COST 100000 99120 BANK OF AMERICA CALLABLE INCOME BARRIER NOTE DTD AT COST 75000 73350 LEGAL FEES 975 0 975 MARK TO MARKET ADJUSTMENT 2110 INSURANCE 642 0 642 INVESTMENT FEES 37203 37203 0 FOREIGN TAXES 224 224 0