How often will Ben Jerrys provide an accounting of the Fund contributions and disbursements?

According to Ben Jerrys's 2025 Franchise Disclosure Document, franchisees are entitled to an annual accounting of the Marketing Fund's contributions and disbursements. Specifically, Ben Jerrys will provide an unaudited accounting of the Fund's financial activity each year, detailing where the money comes from and how it is spent. This accounting is available to franchisees upon reasonable request.

This provides transparency regarding the Marketing Fund, which is used to promote the Ben & Jerry's brand. The Fund is supported by contributions from franchise locations and company-owned shops. The FDD specifies that the Fund is used exclusively for marketing, advertising, public relations, and promotional programs, including socially responsible activities. Examples include media campaigns, direct mail advertising, special events, and in-store promotions.

During the fiscal year ending December 31, 2024, the Fund allocated approximately 13% of its resources to in-shop promotion materials/production, 76% to digital programs and support, 8% to administrative costs, and 3% to other advertising costs, such as email marketing tools. This breakdown gives prospective franchisees an idea of how the Fund has been used recently, although these allocations can change.

It is important to note that the accounting is unaudited, meaning it has not been verified by an independent accounting firm. While Ben Jerrys is obligated to provide this information, the franchisee must request it to receive the annual accounting. This allows franchisees to stay informed about how their contributions to the Marketing Fund are being utilized to support the Ben & Jerry's brand and network.