YESHE KHORLO FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- YESHE KHORLO FOUNDATION (EIN 90-1069396)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202511339349103221
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Expln Of Non Filing With AG Stmt
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T14:16:31-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991856619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 901069396 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YESHE KHORLO FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | (IN CARE OF ARAGON TRUST COMPANY) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YESH | BusinessNameControlTxt |
| Phone | 2155614200 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NEXUS WAY CAMANA BAY | AddressLine1Txt |
| City | GEORGE TOWN | CityNm |
| Province Or State | GRAND CAYMAN | ProvinceOrStateNm |
| Country | CJ | CountryCd |
| Foreign Postal | KY1-9005 | ForeignPostalCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARAGON TRUST COMPANY | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Foreign Phone | 2155614200 | ForeignPhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUSSLEE L ARMSTRONG | PreparerPersonNm |
| PTIN | P00288383 | PTIN |
| Phone | 2155614200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Organization | Yes (X) | ForeignOrganizationInd |
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $7,594,763 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,256 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $302,700 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | -$442,757 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,201,224 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$136,786 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $55,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $55,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,347 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,347 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,152 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $31,152 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $874 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $874 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $91,373 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $91,373 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $370,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $370,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $461,373 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $461,373 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$598,159 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $384,862 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,594,763 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,594,763 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $825,764 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,886,895 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $95,401 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,192,922 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,594,763 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,594,763 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,850 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,850 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,178,072 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,579,913 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,192,922 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,594,763 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,192,922 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,594,763 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,192,922 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$598,159 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,594,763 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,594,763 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ARAGON TRUST COMPANY | IndividualWithBooksNm |
| Phone | 2155614200 | PhoneNum |
Location Of Books Foreign Address LocationOfBooksForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 203 HENDERSON ROAD 06-08 | AddressLine1Txt |
| Country | SN | CountryCd |
| Foreign Postal | 159546 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | SN | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ARAGON TRUST COMPANY | ||||||||
| ONE NEXUS WAY CAMANA BAYGEORGE TOWN | GRAND CAYMAN | CJ | KY1-9005 | TRUSTEE | 12.00 | $55,000 | $0 | $0 |
| SHARON HSU | ||||||||
| ONE NEXUS WAY CAMANA BAYGEORGE TOWN | GRAND CAYMAN | CJ | KY1-9005 | OFFICER | 6.00 | $0 | $0 | $0 |
| NITA ING | ||||||||
| ONE NEXUS WAY CAMANA BAYGEORGE TOWN | GRAND CAYMAN | CJ | KY1-9005 | OFFICER/ENFORCER | 4.00 | $0 | $0 | $0 |
| ROBERT HUNG | ||||||||
| ONE NEXUS WAY CAMANA BAYGEORGE TOWN | GRAND CAYMAN | CJ | KY1-9005 | ENFORCER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | NONE | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,926,428 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,634,003 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,560,431 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,560,431 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,406 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,447,025 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $372,351 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $372,351 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $372,351 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $372,351 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $372,351 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $461,373 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $461,373 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $372,351 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,065,406 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,034,632 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $988,028 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $583,708 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,671,774 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $461,373 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $372,351 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $89,022 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,760,796 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,065,406 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,695,390 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,034,632 | ExcessFromYear4Amt |
| Excess From Year3 | $988,028 | ExcessFromYear3Amt |
| Excess From Year1 | $583,708 | ExcessFromYear1Amt |
| Excess From Current Year | $89,022 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FOUNDATION FOR THE PRESERVATION OF THE MAHAYANA TRADITION (FPMT) | |||||||||||
| 1632 SE 11TH AVENUE | PORTLAND | OR | 97214 | N/A | PC | THE 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 636 | LINCOLN | MA | 01773 | N/A | PC | THE GRANT IS TO SUPPORT THE DEVELOPMENT AND PUBLICATION OF LAMA YESHE AND LAMA ZOPA RINPOCHE'S TEACHING. | $20,000 | ||||
| PALPUNG MUNISHASAN DHARMCHAKRA SANGH | |||||||||||
| N/A | NC | THE GRANT IS FOR THE SANGHA CARES PROGRAM 2024-25 TO PROVIDE FOOD, CLOTHING, EDUCATION AND HEALTHCARE FOR 1,013 MONKS, NUNS AND STAFF. | $100,000 | KYORI DISTRICT KANGRA | HIMACHAL PRADESH | IN | 176125 | ||||
| RIGHTS ACTION LAB INC | |||||||||||
| 519 SOMERVILLE AVE 226 | SOMERVILLE | MA | 02143 | N/A | PC | THE GRANT IS TO SUPPORT FOR THE PROJECT "STRENGTHENING INTERNATIONAL SUPPORT TO FIGHT COLONIAL BOARDING SCHOOLS IN TIBET". | $30,000 | ||||
| THE RATO DRATSANG FOUNDATION | |||||||||||
| PO BOX 1873 | NEW YORK | NY | 10156 | N/A | PF | THE GRANT IS FOR 2024 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 1873 | NEW YORK | NY | 10156 | N/A | PC | IT'S A GENERAL OPERATING GRANT TO SUPPORT THE ADMINISTRATIVE FUNCTIONS AND LECTURE PROGRAMS IN THE NEW YORK CITY AND NEW JERSEY LOCATIONS FOR 2024. | $70,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $370,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAMA YESHE WISDOM ARCHIVE INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 636 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01773 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | THE GRANT IS TO SUPPORT THE DEVELOPMENT AND PUBLICATION OF LAMA YESHE AND LAMA ZOPA RINPOCHE'S TEACHING. | GrantOrContributionPurposeTxt |
| Amt | $20,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $20,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,256 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $302,700 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 03 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$442,757 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$136,786 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$136,786 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX COMPLIANCE | CategoryTxt |
| Amt | $4,347 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,347 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PALPUNG MUNISHASAN DHARMCHAKRA SANGH | |||||||||||||||
| KYORI VPO UPPER BHATTU TEHSIL | BAIJNATH | DISTRICT KANGRA | HIMACHAL PRADESH | IN | 176125 | 2023-06-28 | $100,000 | THE GRANT IS TO SUPPORT THE SANGHA CARES PROGRAM 2023-24 FOR FOOD, CLOTHING, EDUCATION AND HEALTHCARE FOR 986 MONKS, NUNS AND STAFF. | $100,000 | NO | 06/03/2024 | ||||
| THE DALAI LAMA TRUST | |||||||||||||||
| THECKCHEN CHOELING MCLEOD GANJ | DHARAMSALA | HIMACHAL PRADESH | IN | 176219 | 2023-01-17 | $500,000 | THE GRANT IS TO SUPPORT THE DALAI LAMA CENTER FOR TIBETAN AND INDIAN ANCIENT WISDOM. | $500,000 | NO | 02/28/2024 | |||||
| THE RATO DRATSANG FOUNDATION | |||||||||||||||
| 2024-01-30 | $30,000 | THE GRANT IS FOR 2024 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 | NO | 11/25/2024 | PO BOX 1873 | NEW YORK | NY | 10156 | ||||||
| PALPUNG MUNISHASAN DHARMCHAKRA SANGH | |||||||||||||||
| KYORI VPO UPPER BHATTU TEHSIL | BAIJNATH | DISTRICT KANGRA | HIMACHAL PRADESH | IN | 176125 | 2024-06-26 | $100,000 | THE GRANT IS FOR THE SANGHA CARES PROGRAM 2024-25 TO PROVIDE FOOD, CLOTHING, EDUCATION AND HEALTHCARE FOR 1,013 MONKS, NUNS AND STAFF. | $0 | NO | NONE | ||||
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION IS A FOREIGN NON-GRANTOR TRUST NOT REQUIRED TO FILE A RETURN IN ANY STATE WITHIN THE UNITED STATES. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMIN/OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $874 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $874 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN/MGMT FEES | CategoryTxt |
| Amt | $31,152 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $31,152 | DisbursementsCharitablePrpsAmt |
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