2025-04-03T10:47:43-05:00 2024-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2023-07-01 830436453 DAVID LYNCH FOUNDATION FOR CONSCIOUSNESS -BASED EDUCATION AND WORLD PEACE DAVI 2126449880 685 THIRD AVENUE 17TH FLOOR NEW YORK NY 10017 ROBERT ROTH CHIEF EXECUTIVE OFFICER 2126449880 2025-04-03 1 1 X EVA MRUK P00543254 2122862600 2025-04-03 2023 2025-03-06 01:10:19Z X ROBERT ROTH 685 THIRD AVENUE 17TH FLOOR NEW YORK NY 10017 9212720 0 X WWW.DAVIDLYNCHFOUNDATION.ORG X 2005 IA DAVID LYNCH FOUNDATION IS COMMITTED TO ADDRESSING THE GLOBAL EPIDEMIC OF MENTAL TRAUMA AND RELIEVING TOXIC STRESS BY ADVANCING TRANSCENDENTAL MEDITATION AS A THERAPEUTIC PRACTICE AND MAKING THESE EVIDENCE-BASED PROGRAMS WIDELY AVAILABLE AT NO COST TO AT-RISK POPULATIONS. 20 19 40 22 0 0 9366955 8435097 323188 386034 54764 121808 -413091 -67798 9331816 8875141 52455 128825 0 0 4604236 4456393 173000 59000 902406 4483693 4410462 9313384 9054680 18432 -179539 10269967 8753831 2219237 882640 8050730 7871191 X THE DAVID LYNCH FOUNDATION (DLF) ADDRESSES THE EPIDEMIC OF TRAUMA AND TOXIC STRESS AMONG AT-RISK POPULATIONS THROUGH THE IMPLEMENTATION OF THE EVIDENCE-BASED TRANSCENDENTAL MEDITATION (TM) TECHNIQUE. DLF HAS SUPPORTED MORE THAN 1,000,000 CHILDREN AND ADULTS WORLDWIDE, WITH A FOCUS ON URBAN YOUTH IN UNDERSERVED SCHOOLS, VETERANS SUFFERING FROM POST-TRAUMATIC STRESS AND THEIR FAMILIES, WOMEN AND CHILDREN WHO ARE SURVIVORS OF DOMESTIC VIOLENCE AND SEXUAL ASSAULT, AND PEOPLE IN RECOVERY FROM ALCOHOL AND SUBSTANCE ABUSE. DLF HAS ALSO WORKED WITH THE HOMELESS, PRISON POPULATIONS, PEOPLE LIVING WITH HIV/AIDS, AND OTHERS.THE FOUNDATION ALSO ORGANIZES AND HOSTS SCIENTIFIC AND PROFESSIONAL CONFERENCES, TOWN HALL MEETINGS, AND PUBLIC FESTIVALS TO EDUCATE LEADERS AND THE GENERAL PUBLIC ABOUT THE BENEFITS OF TM AND THE WORK OF THE FOUNDATION. IN ADDITION, DLF PARTNERS ON HIGH LEVEL RESEARCH TO ASSESS THE EFFECTS OF TM AND TO GUIDE OUR WORK. 0 0 2005369 0 37580 VETERANS (RESILIENT WARRIOR PROGRAM):THIS PROGRAM PROVIDES TM TRAINING TO VETERANS, ACTIVE-DUTY PERSONNEL AND MILITARY FAMILIES. TM HAS BEEN SHOWN TO RELIEVE SYMPTOMS OF POST-TRAUMATIC STRESS DISORDER (PTSD) AND MAJOR DEPRESSION AMONG VETERANS. THE RESILIENT WARRIOR PROGRAM PARTNERS WITH MAJOR VETERAN SERVICE ORGANIZATIONS INCLUDING THE DEPARTMENT OF DEFENSE, THE TRAUMATIC BRAIN INJURY CLINIC AT FT. GORDON, EOD WARRIOR FOUNDATION, COURAGE TO CALL AND THE CITY UNIVERSITY OF NEW YORK OFFICE OF VETERANS SERVICES. WE ALSO TEACH INDIVIDUAL VETERANS THROUGH OUR OFFICES IN LOS ANGELES, WASHINGTON DC AND NEW YORK CITY 1225766 0 111000 RESILIENT RESPONDERS (LAW ENFORCEMENT & FIREFIGHTERS):THIS PROGRAM PROVIDES TM TRAINING TO LAW ENFORCEMENT OFFICERS, FIREFIGHTERS AND EMERGENCY MEDICAL TECHNICIANS WHO HAVE EXPERIENCED PTSD AND SUBSTANCE USE DISORDER. PROGRAM PARTNERS INCLUDE THE NEW YORK CITY FIRE DEPARTMENT, FIRST RESPONDER WELLNESS, FRONT RANGE FIRE DEPARTMENT (CO), SAN FRANCISCO FIRE DEPARTMENT, VENTURA COUNTY FIRST RESPONDERS, FIRST RESPONDER RECOVERY - MALIBU, THE NEW YORK CITY POLICE DEPARTMENT, US CAPITOL POLICE, AND THE HERNDON (VA) POLICE DEPARTMENT. 1084638 26131 80617 HEAL THE HEALERS NOW (HEALTHCARE):IN THE EARLY DAYS OF THE COVID-19 PANDEMIC, THE DAVID LYNCH FOUNDATION RECOGNIZED THAT HEALTHCARE WORKERS WERE DEALING WITH CRUSHING LEVELS OF STRESS AND ANXIETY; MAKING RAPID, LIFE-OR-DEATH DECISIONS, ALL WHILE PUTTING THEIR OWN HEALTH AT RISK. WE QUICKLY MOBILIZED TO RESPOND TO THE NEEDS OF OUR HEALTHCARE WORKERS. NOW ALMOST 5 YEARS ON, THE PROGRAM IS NEEDED MORE THAN EVER WITH POST-PANDEMIC PTSD SYMPTOMS, BURNOUT AND STAFF LEAVING THE PROFESSION DUE TO ANXIETY AND STRESS. THE RESPONSE FROM HEALTHCARE WORKERS, HOSPITALS, RESEARCH CENTERS, AND DONORS CONTINUES TO RISE. TM INSTRUCTION HAS TAKEN PLACE IN 100 HOSPITALS AND MEDICAL CENTERS AROUND THE COUNTRY, INCLUDING RESEARCH FOCUSED ON TM AND HEALTHCARE PROVIDER WELLNESS AT MAJOR RESEARCH AND TEACHING CENTERS. THROUGH THIS NATIONWIDE INITIATIVE, MORE HEALTHCARE WORKERS WILL GAIN ACCESS TO THIS POWERFUL, NON-PHARMACEUTICAL TOOL. IN ADDITION, HOSPITALS, POLICY MAKERS, AND THOSE CONCERNED WITH THE WELLBEING OF OUR NATION'S HEALTH CARE INDUSTRY AND ITS MEDICAL PROVIDERS WILL HAVE ADDITIONAL EVIDENCE OF TM'S EFFECTIVENESS; WHICH HELPS TO SECURE AND ALLOCATE FUNDING FOR FURTHER TM INSTRUCTION. 2697334 102694 158054 THE MEDITATION CENTER - NY:THE MEDITATION CENTER - NY, FORMERLY CALLED THE CENTER FOR HEALTH AND WELLNESS (CHW) OR CENTER FOR LEADERSHIP AND PERFORMANCE (CLP), PROVIDES TM TRAINING COURSES FOR NEW YORK CITY AND LOS ANGELES AREA BUSINESS PROFESSIONALS. THIS PROFESSIONAL DEVELOPMENT PROGRAM PROVIDES A TECHNIQUE TO OVERCOME STRESS, ENHANCE CREATIVITY, AND INCREASE STAMINA AND EFFICIENCY. THIS RESULTS IN GREATER PERFORMANCE IN THE WORKPLACE. THE PROGRAM PROVIDES ORGANIZATIONS AND THEIR EXECUTIVES THE OPPORTUNITY TO FULFILL AN IMPORTANT ASPECT OF WORKPLACE TRAINING AND WELLNESS INITIATIVES. OUR NEWEST PROGRAM EXPANSION IS AN ONSITE MEDITATION CENTER ON THE AMENITIES FLOOR AT THE BEAUTIFUL NEW 425 PARK AVENUE BUILDING, WHERE TENANTS IN THE BUILDING SUCH AS CITADEL AND HELLMAN & FRIEDMAN WILL EASILY BE ABLE TO LEARN TM. CHW ALSO FURTHERS AWARENESS OF THE IMPACT OF DLF'S WORK AND THE EFFECTIVENESS OF TM.HEALTHY FAMILIES HEALTHY COMMUNITIES NY: THE FOUNDATION'S OUTREACH PROGRAM FOCUSED ON SERVING COMMUNITIES AND POPULATIONS THAT EXPERIENCE TRAUMA AND TOXIC STRESS IN THE NEW YORK CITY AREA. THE POPULATIONS SERVED WITHIN HEALTHY FAMILIES HEALTHY COMMUNITIES (HFHC) INCLUDE STUDENTS AND PARENTS IN LOW INCOME SCHOOLS, SCHOOL TEACHERS, COMMUNITY GROUPS, LATINO AND BLACK COMMUNITY MEMBERS, AND COLLEGE STUDENTS. INSTRUCTIONS TAKE PLACE AT SCHOOLS, COMMUNITY CENTERS, LOCAL BUSINESSES AND AT OUR DLF OFFICES IN MIDTOWN MANHATTAN. THROUGH THIS CITYWIDE INITIATIVE, DLF IS WORKING TOWARDS ADDRESSING HEALTH INEQUITIES IN NEW YORK CITY, AS WELL AS INCREASING THE WELLNESS AND WELLBEING OF NYC GOVERNMENT WORKERS AND COMMUNITY MEMBERS. IN PARTNERING WITH NYC GOVERNMENT AGENCIES, DLF CONTINUES THE FOCUSED EFFORT OF DEMONSTRATING THE EFFECTIVENESS OF TM AND THE IMPORTANCE OF GETTING INSTRUCTIONS COVERED BY HEALTH INSURANCE.INTERNATIONAL PROGRAMS:DLF PROVIDES FUNDING TO TM PROGRAMS FOR UNDER-RESOURCED AND VULNERABLE POPULATIONS BEYOND THE UNITED STATES. DLF SUPPORTS TM TRAINING TO GROUPS IN ASIA, AFRICA, EUROPE AND LATIN AMERICA.WOMEN'S HEALTH INITIATIVE:THE WOMEN'S HEALTH INITIATIVE PROVIDES TM TRAINING FOR SURVIVORS OF ANY GENDER OR AGENDER WHO HAVE EXPERIENCED DOMESTIC OR GENDER-BASED VIOLENCE OR SEXUAL ASSAULT. TM IS AN EVIDENCE-BASED, ALTERNATIVE THERAPY SHOWN TO CONTRIBUTE TO HEALING AND EMPOWERMENT. IN NEW YORK CITY WE OFFER SERVICES TO SURVIVORS AT THE MANHATTAN FAMILY JUSTICE CENTER, AN INITIATIVE OF THE NEW YORK CITY MAYOR'S OFFICE TO END DOMESTIC AND GENDER-BASED VIOLENCE THAT PROVIDES A HOLISTIC ARRAY OF SERVICES TO SURVIVORS AT ONE LOCATION. IN LOS ANGELES WE TEACH SURVIVORS TM AT THE DAVID LYNCH FOUNDATION OFFICES.AWARENESS:OUR AWARENESS PROGRAM PRODUCES EVENTS TO INCREASE AWARENESS OF DLF AND EDUCATE THE PUBLIC ABOUT THE IMPACT AND BENEFITS OF TM. THE WORLD'S PREMIERE ARTISTS, DESIGNERS, AND MUSICIANS PARTICIPATE IN DLF'S GALAS, SPECIAL EVENTS, AND AUCTIONS. AUCTIONS OFFER ONE-OF-A-KIND NEW WORKS AND EXTRAORDINARY EXPERIENCES. FUNDS BENEFIT THE DLF'S PROGRAMS TO REDUCE TOXIC STRESS AND TRAUMA, AND IMPROVE THE QUALITY OF LIFE FOR UNDER-RESOURCED POPULATIONS. HIV WELLNESS:FOR DECADES, TRANSCENDENTAL MEDITATION HAS BEEN USED AS AN ADJUNCT TO HIV/AIDS TREATMENT BY INDIVIDUALS WHO MUST CONFRONT SERIOUS MENTAL/EMOTIONAL CHALLENGES DUE TO A COMPROMISED IMMUNE SYSTEM. DLF WORKS IN THE SAN FRANCISCO BAY AREA TO PROMOTE THE POWER OF TM TO PROFOUNDLY HEAL AND RESTORE THE LIVES OF INDIVIDUALS WHO LIVE WITH HIV/AIDS.LOS ANGELES PROGRAMS:WE BEGAN SERVING THE LOS ANGELES COMMUNITY IN 2010. IN 2019 THE HEALTHY FAMILIES/HEALTHY COMMUNITIES PROGRAM WAS CREATED TO EXPAND THE MISSION TO SUPPORT VULNERABLE FAMILIES IN SOUTHERN CALIFORNIA. UCLA LUSKIN INSTITUTE WAS INTERESTED IN CONDUCTING RESEARCH ON THE BENEFITS OF THE PRACTICE OF THE TM TECHNIQUE FOR PARENTS. THEY FOUND THAT 92% OF PARENTS IN THE STUDY FELT LESS STRESSED AND 82% EXPERIENCED GREATER PATIENCE AS A RESULT OF TM. ADDITIONALLY, SURVEYS FOUND STATISTICALLY SIGNIFICANT INCREASES IN THEIR HOPEFULNESS - THEIR PERCEIVED ABILITY TO SET AND ACHIEVE GOALS. BECAUSE OF THESE POSITIVE RESULTS, THE RESEARCHERS CONCLUDED THAT "TM IS A PROMISING INTERVENTION FOR CAREGIVER WELL-BEING, PROMOTING RESILIENCE AND IMPROVING FAMILY DYNAMICS. ITS SCALABILITY AND LOW-COST IMPLEMENTATION MAKE IT A PRACTICAL TOOL FOR COMMUNITY HEALTH AND FAMILY SUPPORT PROGRAMS." WE ALSO PROVIDE PROGRAMS FOR COMMUNITY CENTERS SERVING YOUTH THAT HAVE BEEN INCARCERATED, VETERANS WHO SUFFER FROM SYMPTOMS OF PTSD, WOMEN SURVIVORS OF DOMESTIC VIOLENCE, INDIVIDUALS IN RECOVERY FROM SUBSTANCE ABUSE DISORDERS, AND FRONTLINE MENTAL HEALTH PROVIDERS. IN 2023 WE BEGAN OUR NEW INITIATIVE TO TEACH FIRST RESPONDERS (FIREFIGHTERS, POLICE, EMT'S, ETC) THE TM TECHNIQUE. WE HAVE PARTNERED WITH FIRST RESPONDER WELLNESS, MALIBU FIRST RESPONDER RECOVERY AND VENTURA COUNTY FIRST RESPONDER WELLNESS. WE HAVE TAUGHT HUNDREDS OF FIRST RESPONDERS WITH VERY POSITIVE OUTCOMES.MEDITATE NEW YORK: MEDITATE NEW YORK WILL CREATE A PUBLIC-PRIVATE PARTNERSHIP WITH NONPROFIT ORGANIZATIONS SKILLED IN TEACHING DIFFERENT SCIENTIFICALLY-PROVEN MEDITATION TECHNIQUES TO NEW YORKERS IN NEED. TOGETHER, THEY WILL HELP TO TRANSFORM THE CITY - HEALING TRAUMA, BUILDING RESILIENCE, AND PROMOTING PHYSICAL AND MENTAL WELL-BEING DURING THESE CHALLENGING TIMES.WASHINGTON, DC:THE MEDITATION CENTER (TMC) AT THEARC (TOWN HALL EDUCATION ARTS RECREATION CAMPUS) IS A DIVISION OF THE CENTER FOR RESILIENCE OF THE DAVID LYNCH FOUNDATION. SINCE 2018, WE HAVE CONTINUED TO WORK IN PARTNERSHIP WITH 13 NATIONALLY ACCLAIMED ORGANIZATIONS BASED AT THEARC, AND WITH SEVERAL LONGSTANDING COMMUNITY-BASED ORGANIZATIONS TO PROVIDE TM COURSES AND ONGOING SUPPORT TO RESIDENTS WHO ARE VIOLENCE SURVIVORS IN ONE OF DC'S MOST UNDER-RESOURCED COMMUNITIES. COLLABORATIONS HAVE BEEN FOSTERED AND EXPANDED WITH ORGANIZATIONS SUCH AS: CHILDREN'S NATIONAL HEALTH SYSTEM, COMMUNITY OF HOPE, DC CENTRAL KITCHEN, EMPOWERED, AND OTHERS. THE SERVICE THAT TMC IS PROVIDING TO THE COMMUNITY IS HELPING TO ERADICATE THE EPIDEMIC OF TOXIC STRESS AND TRAUMA AND IMPROVE THE QUALITY OF PEOPLE'S LIVES. 2697334 102694 158054 7013107 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 1 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 64 0 40 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL CA FL HI IL MA MD MI MS NC NJ NY SC TN VA WI X X X VELKY MARTE SVP FINANCE 2126449880 685 THIRD AVENUE 17TH FLOOR NEW YORK NY 10017 X ROBERT ROTH CHIEF EXECUTIVE OFFICER & DIRECTOR 41.00 X X 354181 0 15219 DAVID LYNCH CHAIRMAN 2.00 X X 0 0 0 STEVEN CHANIN EXECUTIVE CHAIRMAN 2.00 X 0 0 0 MARK AXELOWITZ TREASURER 2.00 X X 0 0 0 JILL BLACK DIRECTOR 1.00 X 0 0 0 NANCY CHEMTOB DIRECTOR 1.00 X 0 0 0 LARRY COMP DIRECTOR 1.00 X 0 0 0 PETER DODGE DIRECTOR THRU DEC 2023 1.00 X 0 0 0 PEGAH EASTON DIRECTOR 1.00 X 0 0 0 MIKE FORMAN DIRECTOR 1.00 X 0 0 0 JOHN GARDNER DIRECTOR THRU DEC 2023 1.00 X 0 0 0 DAVID GOODMAN DIRECTOR 1.00 X 0 0 0 ROBERT C JONES DIRECTOR 1.00 X 0 0 0 NIGOL KOULAJIAN DIRECTOR 1.00 X 0 0 0 DR YOLANDA LEWIS-RAGLAND DIRECTOR 1.00 X 0 0 0 ARTHUR LIEBLER DIRECTOR 1.00 X 0 0 0 DR MARK S NESTOR DIRECTOR 1.00 X 0 0 0 JOANNA PLAFSKY DIRECTOR 1.00 X 0 0 0 JACK ROVNER DIRECTOR 1.00 X 0 0 0 SUNALI SHARMA DIRECTOR 1.00 X 0 0 0 ORIN SNYDER DIRECTOR 1.00 X 0 0 0 DR HASSAN TETTEH DIRECTOR 1.00 X 0 0 0 FREDDA PLESSER EXECUTIVE VP 40.00 X 278747 0 46260 WILLIAM GOLDSTEIN SECRETARY AND GENERAL COUNSEL - SEE SCH O 6.00 X 66000 0 0 JESSICA HARRIS VICE PRESIDENT THRU JAN 2024 40.00 X 186261 0 4630 NATALIE FERRONE VP PARTNERSHIPS & CORPORATE DEVELOPMENT 40.00 X 149998 0 49985 VELKY MARTE SVP, FINANCE 32.00 X 153365 0 20117 HAYLEY HANNA VP, PROGRAMS & PARTNERSHIPS 40.00 X 164480 0 2085 ADAM FRIEDMAN VP, PROGRAMS & PARTNERSHIPS 40.00 X 145876 0 40032 1498908 0 178328 14 0 1 0 SIDLEY AUSTIN LLP PO BOX 0642 CHICAGO IL 60690 TM COVERAGE AND REIMBURSEMENT ISSUES/ADV 147500 MAHARISHI FOUNDATION 1100 UNIVERSITY MANOR DRIVE B-35 FAIRFIELD IA 52556 TM TEACHING SERVICE 141004 COMMUNITY COUNSELING SERVICE LLC PO BOX 824885 PHILADELPHIA PA 15219 CAMPAIGN PLANNING SERVICES 125000 STUART ROTHENBERG 4404 WINDOM PLACE NORTHWEST WASHINGTON DC 20016 MEDICAL LEADERSHIP CONSULTING 114000 THE FILMOSOPHERS LLC 1804 B PADMAVANI LANE UNIT B MAHARISHI VEDIC CITY IA 52556 STRATEGIC DEVELOPMENT SOLUTIONS 108000 5 68790 74820 8291487 5094 8435097 EDUCATION/INSTRUCTION 611710 386034 386034 386034 121808 121808 1217 1217 268564 337579 -69015 -69015 -69015 8875141 387251 0 52793 58401 58401 70424 70424 775100 622221 107551 45328 3060244 2441662 247164 371418 338193 269201 28023 40969 282856 229525 21811 31520 7776 7606 170 29400 15370 14030 30000 30000 59000 59000 583281 478577 14397 90307 1875 10 1865 165994 86306 24073 55615 253467 157639 24614 71214 798816 236890 490442 71484 194750 142411 21995 30344 137025 107370 11047 18608 37339 24678 10097 2564 127982 86118 33276 8588 PROGRAM RESEARCH/OTHER 1167461 1166226 1235 TEACHING/LICENSING FEES 667637 667637 PRODUCTION MEDIA 134447 124062 9352 1033 BAD DEBT 45000 45000 28212 20783 5050 2379 9054680 7013107 1139167 902406 200000 203212 3079030 1650618 5306751 6118242 134114 143822 645445 560349 100891 85096 1449181 552841 10269967 8753831 556133 513032 400000 0 1263104 369608 2219237 882640 X 856898 2483331 7193832 5387860 8050730 7871191 10269967 8753831 -179539 0 X X 0 1 X 1 0 X 7521328 7074106 8357989 9308620 8435097 40697140 7521328 7074106 8357989 9308620 8435097 40697140 12391144 28305996 180642 253406 254069 315506 390372 1393995 42091135 2248984 0.67250 0.61840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 30000 30000 0 PART II-B, LINE 1: STRATEGIC GUIDANCE AND FEDERAL GOVERNMENT AFFAIRS SERVICES. 288707 273924 14783 356738 286425 70313 85096 SECURITY DEPOSITS 195311 RIGHT OF USE ASSET 357530 552841 LEASE LIABILITY 369608 369608 X 9289623 76903 337579 414482 8875141 0 8875141 9469162 76903 337579 414482 9054680 0 9054680 PART X, LINE 2: THE FOUNDATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO JUNE 30, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASSED RENTAL EXPENSES FROM PART IX 337,579. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASSED RENTAL EXPENSES FROM PART IX 337,579. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 10000 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 60424 0 0 0 0 0 0 70424 0 70424 EUROPE (INCLUDING ICELAND & GREENLAND) CONSCIOUSNESS-BASED EDUCATION 10000 WIRE TRANSFER 0 MIDDLE EAST AND NORTH AFRICA CONSCIOUSNESS-BASED EDUCATION 10000 WIRE TRANSFER 0 MIDDLE EAST AND NORTH AFRICA CONSCIOUSNESS-BASED EDUCATION 48925 WIRE TRANSFER 0 3 0 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION HAS PROCEDURES FOR MONITORING THE USE OF ITS GRANT FUNDS. GRANT MONITORING INCLUDES PERIODIC REPORTS TO ENSURE THAT THE PROJECTED NUMBER OF INDIVIDUALS TO BE INSTRUCTED HAVE IN FACT BEEN INSTRUCTED. IN ADDITION, ANNUAL REPORTS ARE REQUIRED WHICH INCLUDE A FINANCIAL ACCOUNTING OF EXPENDITURES IN SUPPORT OF THE PROGRAMS. PART I, LINE 3: THE ORGANIZATION USES THE ACCRUAL METHOD OF ACCOUNTING TO ACCOUNT FOR EXPENDITURES. X X X X X X X 1 PITCH LLC 2238 WASHINGTON AVE SUITE 202 SILVER SPRING MD 20910 GRANT WRITER / FUNDRAISING DEVELOPMENT 0 1285000 59000 1226000 1285000 59000 1226000 AL CA CO CT DC FL HI IL MA MD MI MS NJ NY NC SC TN VA WI SCHEDULE G, PART I, LINE 2B, COLUMN (V) PITCH, LLC: THE AGREEMENT PROVIDES FOR TWELVE MONTHS OF PAYMENT FOR SERVICES AT A FLAT RATE OF $5,000/MONTH FOR A TOTAL OF 180 HOURS. THE AGREEMENT DOES NOT PROVIDE FOR THE PAYMENT OF EXPENSES. 1 MAHARISHI FOUNDATION USA INC PO BOX 670 FAIRFIELD IA 52556 043196447 501(C)(3) 57631 0 CONSCIOUSNESS-BASED EDUCATION 1 0 PART I, LINE 2: THE ORGANIZATION HAS PROCEDURES FOR MONITORING THE USE OF ITS GRANT FUNDS. GRANT MONITORING INCLUDES PERIODIC REPORTS TO ENSURE THAT THE PROJECTED NUMBER OF INDIVIDUALS TO BE INSTRUCTED HAVE IN FACT BEEN INSTRUCTED. IN ADDITION, ANNUAL REPORTS ARE REQUIRED WHICH INCLUDE A FINANCIAL ACCOUNTING OF EXPENDITURES IN SUPPORT OF THE PROGRAMS. X X X X X 0 0 0 0 0 0 0 1 0 ROBERT ROTH CHIEF EXECUTIVE OFFICER & DIRECTOR 354181 0 0 0 0 0 0 0 15219 0 369400 0 0 0 FREDDA PLESSER EXECUTIVE VP 277976 0 0 0 771 0 0 0 46260 0 325007 0 0 0 NATALIE FERRONE VP PARTNERSHIPS & CORPORATE DEVELOPMENT 149688 0 0 0 310 0 0 0 49985 0 199983 0 0 0 JESSICA HARRIS VICE PRESIDENT THRU JAN 2024 156201 0 30000 0 60 0 0 0 4630 0 190891 0 0 0 ADAM FRIEDMAN VP, PROGRAMS & PARTNERSHIPS 145243 0 0 0 633 0 0 0 40032 0 185908 0 0 0 VELKY MARTE SVP, FINANCE 152852 0 0 0 513 0 0 0 20117 0 173482 0 0 0 HAYLEY HANNA VP, PROGRAMS & PARTNERSHIPS 164045 0 0 0 435 0 0 0 2085 0 166565 0 0 0 PART I, LINE 7 THE ORGANIZATION'S VICE PRESIDENT JESSICA HARRIS RECEIVED A $30,000 NONDISCRETIONARY BONUS DURING THE 2023 CALENDAR YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS SENT TO THE BOARD OF DIRECTORS FOR ANY COMMENTS. ANY COMMENTS ARE THEN SUMMARIZED AND PROVIDED TO THE OUTSIDE ACCOUNTANTS. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY APPLICABLE TO ALL BOARD MEMBERS, OFFICERS AND MEMBERS OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. ALL APPLICABLE INDIVIDUALS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST AGREEMENT ANNUALLY, DISCLOSING THE EXISTENCE OF THE FINANCIAL INTEREST AND ARE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF ALL MATERIAL FACTS, AND AFTER ANY DISCUSSIONS WITH THE INTERESTED PERSON, HE/SHE LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING DISINTERESTED BOARD MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS BY A MAJORITY VOTE. THE CHAIRPERSON OF THE GOVERNING BOARD APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. PERSONS HAVING ACTUAL OR APPARENT CONFLICTS MUST RECUSE THEMSELVES FROM DELIBERATIONS AND VOTING ON MATTERS GIVING RISE TO SUCH CONFLICT. DELIBERATION AND DECISIONS ARE RECORDED IN THE MINUTES OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE TOP EXECUTIVE, THE CHIEF EXECUTIVE OFFICER (CEO), IS FIRST CONDUCTED AT THE BOARD LEVEL IN COORDINATION WITH THE FINANCE COMMITTEE AND THE EXECUTIVE VP (EVP). THE EVP THEN ASSESSES THE MARKET RATE OF THE CEO'S SALARY WITH A THIRD-PARTY INDEPENDENT COMPENSATION CONSULTANT. IN ADDITION, OTHER COMPARABLE ORGANIZATION'S FORM 990 AND NONPROFIT COMPENSATION REPORTS AND STUDIES ARE REVIEWED. THE BOARD MEMBERS VOTE AND APPROVE THE CEO'S SALARY. COMPENSATION FOR THE EXECUTIVE VP IS ASSESSED USING COMPARABILITY DATA, THEN APPROVED AND DOCUMENTED DURING THE EXECUTIVE SESSION OF THE BOARD OF DIRECTORS' YEAR-END MEETING. APPROVAL IS CONDUCTED ANNUALLY AND DOCUMENTED THROUGH THE ADOPTION OF THE FISCAL YEAR BUDGET. THE LAST REVIEW PROCESS TOOK PLACE IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 1023 AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE FOUNDATION'S WEBSITE. PART VII, SECTION A: COMPENSATION REPORTED IN PART VII FOR SECRETARY WILLIAM GOLDSTEIN WAS FOR LEGAL SERVICES PROVIDED TO THE ORGANIZATION RATHER THAN FOR HIS SERVICES AS A BOARD MEMBER. HIS ROLE WAS AS GENERAL COUNSEL. HE SPENT FIVE HOURS PER WEEK AS AN INDEPENDENT CONTRACTOR AND ONE HOUR PER WEEK AS SECRETARY. FORM 990, PART VI, SECTION A, LINE 1A & PART VII, SECTION A, LINE 1A: BOARD MEMBERS CHRIS JOSEPH AND SHRUTI JOSHI SHARE ONE VOTE ON THE GOVERNING BOARD. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.