2022-11-15T19:58:25-06:00 2021-12-31 130436940 ANCHIN BLOCK & ANCHIN LLP 1375 BROADWAY NEW YORK NY 100187001 990 2021-01-01 371856584 UPLIFT FOUNDATION UPLI 2128403456 CO BH FAMILY 200 S WILCOX ST 23 CASTLE ROCK CO 80104 STEVEN BOOKOFF DIRECTOR 2128403456 2022-11-15 1 STEVEN BOOKOFF XXX-XX-XXXX EDWARD KIM P00902093 2128403456 2022-11-15 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z STEVEN BOOKOFF C/O BH FAMILY 200 S WILCOX ST 230 CASTLE ROCK CO 80104 766336 0 X N/A X 2017 TX UPLIFT FOUNDATION WAS ORGANIZED EXCLUSIVELY TO MAKE GIFTS OF ITS INCOME AND MUCH OF ITS PRINCIPAL AS THE DIRECTORS DETERMINE CONSISTENT WITH SECTION 4942 OF THE INTERNAL REVENUE CODE TO SUCH TAX-EXEMPT RELIGIOUS, CHARITABLE, HOLISTIC HEALTH, SCIENTIFIC, LITERARY, ENVIRONMENTAL, AND EDUCATIONAL INSTITUTIONS AS THE DIRECTORS, IN THEIR SOLE DISCRETION, SHALL SELECT. 3 3 0 0 0 0 1900099 760264 0 0 40 0 14448 6072 1914587 766336 66200 557030 0 0 282458 0 0 0 0 1203235 262760 1551893 819790 362694 -53454 1384839 1223252 12975 12975 1371864 1210277 X UPLIFT FOUNDATION WAS ORGANIZED EXCLUSIVELY TO MAKE GIFTS OF ITS INCOME AND MUCH OF ITS PRINCIPAL AS THE DIRECTORS DETERMINE CONSISTENT WITH SECTION 4942 OF THE INTERNAL REVENUE CODE TO SUCH TAX-EXEMPT RELIGIOUS, CHARITABLE, HOLISTIC HEALTH, SCIENTIFIC, LITERARY, ENVIRONMENTAL, AND EDUCATIONAL INSTITUTIONS AS THE DIRECTORS, IN THEIR SOLE DISCRETION, SHALL SELECT. 0 0 718101 557030 TO SUPPORT ORGANIZATIONS SUCH AS TAX-EXEMPT RELIGIOUS, CHARITABLE, HOLISTIC HEALTH, SCIENTIFIC, LITERARY, ENVIRONMENTAL, AND EDUCATIONAL INSTITUTIONS THROUGH CASH GIFTS. UPLIFT FOUNDATION RECEIVED A GRANT FROM THE VANGUARD CHARITABLE FUND IN DEC 2018 FOR $ 305,000. IT WAS EXPECTED THAT MORE OF THESE FUNDS WOULD BE SPENT IN 2019. HOWEVER, THERE WAS A DELAY IN ROLLING OUT UPLIFT FOUNDATION STRATEGIC PROGRAMS AND SERVICES IN 2019. THE PROGRAMATIC ACTIVITY HAS RAMPED UP IN EARLY 2020. 718101 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 AS 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X ANCHIN BLOCK & ANCHIN LLP 2128403456 1375 BROADWAY 16TH FL NEW YORK NY 10018 X ODED KADOSH PRESIDENT 1.25 X X 0 0 0 STEVEN BOOKOFF DIRECTOR 2.50 X 0 0 0 ELIZABETH MORGAN SECRETARY 1.25 X X 0 0 0 0 0 0 0 0 0 0 0 760264 760264 MISC INCOME 900099 6072 6072 6072 766336 0 0 6072 X 557030 557030 1278 1278 10131 10131 186896 147396 39500 11000 11000 MISCELLANEOUS EXPENSES 50780 50780 DUES & SUBSCRIPTIONS 2588 2588 BANK FEES 87 87 819790 718101 101689 0 504708 343121 17398 17398 529400 529400 1166 1166 0 0 333333 333333 1384839 1223252 12975 12975 12975 12975 X 0 0 0 0 1371864 1210277 1371864 1210277 1384839 1223252 -53454 -108133 0 X 0 0 0 X 355000 10000 1900099 760264 3025363 355000 10000 1900099 760264 3025363 9444 3015919 40 40 50 14448 6072 20570 3045973 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2019 AMOUNT: $ 50. 2020 AMOUNT: $ 14,448. 2021 AMOUNT: $ 6,072. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1166 1166 0 0 INVESTMENT - ONEDOME GLOBAL 333333 333333 1 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, PROGRAM SERVICES 38675 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, GRANTS TO RECIPIENTS 30000 EAST ASIA AND THE PACIFIC PROGRAM SERVICES 679426 EAST ASIA AND THE PACIFIC GRANTS TO RECIPIENTS 527030 0 0 0 0 0 0 1275131 0 1275131 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, TO SUPPORT A PROGRAM ACTIVITY OF CFI WHICH IS CALLED THE KATAMON CLUB. THE KATAMON CLUB IS BASED IN ISRAEL AND PROMOTES RELIGIOUS UNDERSTANDING, TOLERANCE AND FOSTERS PEACE AND ACCEPTANCE OF OTHER RELIGIONS, RACES AND CULTURES. THE CLUBS SOCCER (EUROPEAN FOOTBALL) PLAYERS ARE A DIVERSE MIX OF MUSLIM, JEWISH AND CHRISTIAN PEOPLE. 30000 0 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 527030 0 2 0 0 0 0 0 0 0 PART I, LINE 2: THE DIRECTOR OF PROGRAMMING, MARIKO PITTS, MAINTAINS CONTACT WITH THE GRANTEES AND RECEIVES PROGRESS REPORTS AND UPDATES FROM THEM REGARDING THE UTILIZATION OF THE FUNDS THAT WE GRANTED TO THEM. THE GRANTEE ORGANIZATIONS ALSO PROVIDE PROGRESS REPORTS TO THE UPLIFT FOUNDATION ON ACHIEVING THEIR OBJECTIVES AND GOALS. PART III ACCOUNTING METHOD: FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S MANAGEMENT PREPARES THE INFORMATION FOR THE FORM 990 AND THE OUTSIDE CERTIFIED PUBLIC ACCOUNTING FIRM PREPARES THE 990. A DRAFT FORM 990 IS PRESENTED BY MANAGEMENT AT THE FINANCE COMMITTE MEETING. THE FINANCE COMMITTE REVIEWS THE DOCUMENT WITH MANAGEMENT AND THEN APPROVES THE DOCUMENT FOR SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, OFFICER, OR MEMBER OF A COMMITTEE WITH POWERS DELEGATED BY THE BOARD OF DIRECTORS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, AS DEFINED BELOW, IS AN INTERESTED PERSON. A PERSON HAS A FINANCIAL INTEREST IF THE PERSON HAS, DIRECTLY OR INDIRECTLY, THROUGH BUSINESS, INVESTMENT, OR FAMILY: (1) AN OWNERSHIP OR INVESTMENT INTEREST IN ANY ENTITY WITH WHICH THE FOUNDATION HAS A TRANSACTION OR ARRANGEMENT; (2) A COMPENSATION ARRANGEMENT WITH THE FOUNDATION OR WITH ANY ENTITY OR INDIVIDUAL WITH WHICH THE FOUNDATION HAS A TRANSACTION OR ARRANGEMENT; OR (3) A POTENTIAL OWNERSHIP OR INVESTMENT INTEREST IN, OR COMPENSATION ARRANGEMENT WITH, ANY ENTITY OR INDIVIDUAL WITH WHICH THE FOUNDATION IS NEGOTIATING A TRANSACTION OR ARRANGEMENT. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH POWERS DELEGATED BY THE BOARD OF DIRECTORS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, POTENTIALLY INTERESTED PERSON SHALL LEAVE THE BOARD OF DIRECTORS OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE POLICY IS DISCUSSED AT THE BOARD MINUTES ON A REGULAR BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THEIR FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST AVAILABLE AS REQUESTED BY OUTSIDE AGENCIES AND THE GENERAL PUBLIC. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 147,396. MANAGEMENT AND GENERAL EXPENSES 39,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 186,896. UPLIFT HOLDINGS LLC C/O BH FAMILY 200 S WILCOX ST 230 CASTLE ROCK CO 80104 814758180 HOLDING COMPANY DE UPLIFT FOUNDATION UPLIFT EVENTS LLC C/O BH FAMILY 200 S WILCOX ST 230 CASTLE ROCK CO 80104 320531197 EVENTS DE UPLIFT FOUNDATION UPLIFT ENTERPRISE LLC C/O BH FAMILY 200 S WILCOX ST 230 CASTLE ROCK CO 80104 364866838 INTELLECTUAL PROPERTY DE UPLIFT FOUNDATION UPLIFT MEDIA PVT LTD C/O BH FAMILY 200 S WILCOX ST 230 CASTLE ROCK CO 80104 981342376 MEDIA AS UPLIFT FOUNDATION UPLIFT RETREATS C/O BH FAMILY 200 S WILCOX ST 230 CASTLE ROCK CO 80104 HOSPITALITY AS UPLIFT FOUNDATION UPLIFT MIDDLE EAST C/O BAKER TILLY US 1 PENN PLAZA - S NEW YORK NY 10119 SOCIAL ACTIVITIES IS UPLIFT FOUNDATION C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0