BETA

YESHE KHORLO FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
YESHE KHORLO FOUNDATION (EIN 90-1069396)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-09
IRS object ID
202411309349100916
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-09T08:34:48-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN366055558PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12001 MARKET STREET SUITE 700AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN901069396EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1YESHE KHORLO FOUNDATIONBusinessNameLine1Txt
Business Name Line2(IN CARE OF ARAGON TRUST COMPANY)BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlYESHBusinessNameControlTxt
Phone2155614200PhoneNum

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1ONE NEXUS WAY CAMANA BAYAddressLine1Txt
CityGEORGE TOWNCityNm
Province Or StateGRAND CAYMANProvinceOrStateNm
CountryCJCountryCd
Foreign PostalKY1-9005ForeignPostalCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonARAGON TRUST COMPANYPersonNm
Person TitleDIRECTORPersonTitleTxt
Foreign Phone2155614200ForeignPhoneNum
Signature2024-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstARAGONPersonFirstNm
Person LastTRUST COMPANYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRUSSLEE L ARMSTRONGPreparerPersonNm
PTINP00288383PTIN
Phone2155614200PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Foreign OrganizationYes (X)ForeignOrganizationInd
Organization4947a1 Trtd PFYes (X)Organization4947a1TrtdPFInd
FMV Assets EOY$7,734,086FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,541InterestOnSavRevAndExpnssAmt
Dividends Rev And Expnss$272,601DividendsRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss-$89,806NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,433,619GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$11,496OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$196,832TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$55,600CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$55,600CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,036AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$4,036AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$26,027OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$26,027OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,288OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,288OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$86,951TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$86,951TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$870,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$870,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$956,951TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$956,951TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$760,119ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$430,545SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$384,862SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$384,862SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,665,871CorporateStockBOYAmt
Corporate Stock EOY$825,764CorporateStockEOYAmt
Corporate Stock EOYFMV$947,313CorporateStockEOYFMVAmt
Corporate Bonds BOY$6,761,224CorporateBondsBOYAmt
Corporate Bonds EOY$6,886,895CorporateBondsEOYAmt
Corporate Bonds EOYFMV$6,321,207CorporateBondsEOYFMVAmt
Other Investments BOY$95,401OtherInvestmentsBOYAmt
Other Investments EOY$95,401OtherInvestmentsEOYAmt
Other Investments EOYFMV$80,704OtherInvestmentsEOYFMVAmt
Total Assets BOY$8,953,041TotalAssetsBOYAmt
Total Assets EOY$8,192,922TotalAssetsEOYAmt
Total Assets EOYFMV$7,734,086TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$14,850CapitalStockBOYAmt
Capital Stock EOY$14,850CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$8,938,191RetainedEarningBOYAmt
Retained Earning EOY$8,178,072RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,953,041TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,192,922TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,953,041TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,192,922TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,953,041TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$760,119ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,192,922SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,192,922TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksARAGON TRUST COMPANYIndividualWithBooksNm
Phone2155614200PhoneNum

Location Of Books Foreign Address LocationOfBooksForeignAddress

FieldValueIRS element (for citing)
Address Line151 BRAS BASAH ROAD 06-01AddressLine1Txt
CountrySNCountryCd
Foreign Postal189554ForeignPostalCd
FieldValueIRS element (for citing)
NECT Filing In Lieu OF Form1041Yes (X)NECTFilingInLieuOFForm1041Ind
Tax Exempt Interest$0TaxExemptInterestAmt
Foreign Accounts QuestionYes (1)ForeignAccountsQuestionInd
Foreign CountrySNForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ARAGON TRUST COMPANY
ONE NEXUS WAY CAMANA BAYGEORGE TOWNGRAND CAYMANCJKY1-9005TRUSTEE12.00$55,600$0$0
SHARON HSU
ONE NEXUS WAY CAMANA BAYGEORGE TOWNGRAND CAYMANCJKY1-9005OFFICER6.00$0$0$0
NITA ING
ONE NEXUS WAY CAMANA BAYGEORGE TOWNGRAND CAYMANCJKY1-9005OFFICER/ENFORCER4.00$0$0$0
ROBERT HUNG
ONE NEXUS WAY CAMANA BAYGEORGE TOWNGRAND CAYMANCJKY1-9005ENFORCER2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Description2NONEDescription2Txt
Expenses2$0Expenses2Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,529,641AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$48,890AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,578,531TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,578,531AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$113,678CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,464,853NetVlNoncharitableAssetsAmt
Minimum Investment Return$373,243MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$373,243MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$373,243DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$373,243DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$373,243DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$956,951ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$956,951QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$373,243DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$966,404ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,065,406ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,034,632ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$988,028ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$4,054,470TotalExcessDistributionCyovAmt
Qualifying Distributions$956,951QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$373,243AppliedToCurrentYearAmt
Remaining Distri From Corpus$583,708RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,638,178TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$966,404ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,671,774ExcessDistriCyovToNextYrAmt
Excess From Year4$1,065,406ExcessFromYear4Amt
Excess From Year3$1,034,632ExcessFromYear3Amt
Excess From Year2$988,028ExcessFromYear2Amt
Excess From Current Year$583,708ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdCityRecipientForeignAddress/CityNm
FOUNDATION FOR THE PRESERVATION OF THE MAHAYANA TRADITION (FPMT)
1632 SE 11TH AVENUEPORTLANDOR97214N/APCTHE GRANT IS FOR LAMA ZOPA RINPOCHE BODHICHITTA FUND TO SUPPORT LAMA ZOPA RINPOCHE ACTIVITIES INCLUDING BUILDING STUPAS, FOOD OFFERED DAILY TO STUDENTS, HEALTH CARE SERVICES AND VARIOUS SOCIAL AND CHARITABLE ACTIVITIES.$120,000
LAMA YESHE WISDOM ARCHIVE INC
PO BOX 636LINCOLNMA01773N/APCTHE GRANT IS TO SUPPORT THE DEVELOPMENT AND PUBLICATION OF LAMA YESHE AND LAMA ZOPA RINPOCHE'S TEACHING. IT IS A THREE-YEAR GRANT FROM 2023 TO 2025.$20,000
PALPUNG MUNISHASAN DHARMCHAKRA
N/APCTHE GRANT IS TO SUPPORT THE SANGHA CARES PROGRAM 2023-24 FOR FOOD, CLOTHING, EDUCATION AND HEALTHCARE FOR 986 MONKS, NUNS AND STAFF.$100,000KYORI DISTRICT KANGRAHIMACHAL PRADESHIN176125
RIGHTS ACTION LAB INC
519 SOMERVILLE AVE 226SOMERVILLEMA02143N/APCTHE GRANT IS TO SUPPORT "PREVENT CRITICAL GENOCIDE IN TIBET".$20,000
THE DALAI LAMA TRUST
N/ANCTHE GRANT IS TO SUPPORT THE DALAI LAMA CENTER FOR TIBETAN AND INDIAN ANCIENT WISDOM.$500,000THECKCHEN CHOELINGIN176219DHARAMSALA
THE RATO DRATSANG FOUNDATION
PO BOX 1873NEW YORKNY10156N/APFTHE GRANT IS FOR 2023 RATO FOOD AND MEDICAL ASSISTANCE PROGRAM TO HOUSE, FEED AND PROVIDE MEDICAL ASSISTANCE TO THE MONASTICS WHO LIVE AND STUDY AT THE RE-ESTABLISHED RATO DRATSANG IN KARNATAKA, INDIA.$30,000
THE TIBET CENTER INC
PO BOX 1873NEW YORKNY10156N/APCTO SUPPORT THE KHYONGLA RATO RINPOCHE ARCHIVE PROJECT.$10,000
THE TIBET CENTER INC
PO BOX 1873NEW YORKNY10156N/APCIT IS A GENERAL OPERATING GRANT TO SUPPORT THE ADMINISTRATIVE FUNCTIONS AND THE LECTURE PROGRAMS IN NEW YORK CITY AND NEW JERSEY FOR 2023.$70,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$870,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1LAMA YESHE WISDOM ARCHIVE INCBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 636AddressLine1Txt
CityLINCOLNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01773ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeTHE GRANT IS TO SUPPORT THE DEVELOPMENT AND PUBLICATION OF LAMA YESHE AND LAMA ZOPA RINPOCHE'S TEACHING. IT IS A THREE-YEAR GRANT FROM 2023 TO 2025.GrantOrContributionPurposeTxt
Amt$40,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$40,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,541ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$272,601ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion03ExclusionCd
Exclusion$11,496ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$89,806ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$196,832ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$196,832TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX COMPLIANCECategoryTxt
Amt$4,036Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,036DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtAddress Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
THE RATO DRATSANG FOUNDATION
PO BOX 1873NEW YORKNY101562023-01-17$30,000THE GRANT IS FOR 2023 RATO FOOD AND MEDICAL ASSISTANCE PROGRAM TO HOUSE, FEED AND PROVIDE MEDICAL ASSISTANCE TO THE MONASTICS WHO LIVE AND STUDY AT THE RE-ESTABLISHED RATO DRATSANG IN KARNATAKA, INDIA.$30,000NO11/28/2023
PALPUNG MUNISHASAN DHARMCHAKRA SANGH
2023-06-28$100,000THE GRANT IS TO SUPPORT THE SANGHA CARES PROGRAM 2023-24 FOR FOOD, CLOTHING, EDUCATION AND HEALTHCARE FOR 986 MONKS, NUNS AND STAFF.$0NONONEKYORI VPO UPPER BHATTU TEHSILBAIJNATH DISTRICT KANGRAHIMACHAL PRADESHIN176125
THE DALAI LAMA TRUST
2023-01-17$500,000THE GRANT IS TO SUPPORT THE DALAI LAMA CENTER FOR TIBETAN AND INDIAN ANCIENT WISDOM.$0NONONETHECKCHEN CHOELING MCLEOD GANJDHARAMSALA HPIN

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHE FOUNDATION IS A FOREIGN NON-GRANTOR TRUST NOT REQUIRED TO FILE A RETURN IN ANY STATE WITHIN THE UNITED STATES.ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
HIGH YIELD CORP BOND UCITS ETF$967,764$928,564
US AGGREGATE BOND UCITS ETF$4,824,966$4,325,846
USD TIPS 0-5 UCITS ETF$1,094,165$1,066,797

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
WRLD EQTY IDX FEEDER$556,473$673,711
ISHARES GLOBAL INFRASTRUCTURE$81,005$75,577
ISHARES VII PLC$188,286$198,025

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemREAL ESTATE ETFCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$95,401BookValueAmt
EOYFMV$80,704EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADMIN/OFFICE EXPENSESDesc
Revenue And Expenses Per Books$1,288RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,288DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$11,496RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCUSTODIAN/MGMT FEESCategoryTxt
Amt$26,027Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$26,027DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.