YESHE KHORLO FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- YESHE KHORLO FOUNDATION (EIN 90-1069396)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-14
- IRS object ID
- 202131349349100408
- Schema version
- 2020v4.1
- 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
- Expenditure Responsibility Stmt
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T07:13:46-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 |
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 |
| Signature | 2021-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ARAGON | PersonFirstNm |
| Person Last | TRUST COMPANY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUSSLEE L ARMSTRONG | PreparerPersonNm |
| PTIN | P00288383 | PTIN |
| Phone | 2155614200 | PhoneNum |
| Preparation | 2021-05-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $11,030,732 | 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 | $10,574 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $245,785 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $46,580 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,910,115 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $302,939 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $120,000 | 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 | $120,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,832 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,832 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,120 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $55,120 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,237 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,237 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,330 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,330 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $183,519 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $183,519 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,413,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,413,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,596,519 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,596,519 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,293,580 | 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 | $1,893,473 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $750,552 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $750,552 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,099,999 | CorporateStockBOYAmt |
| Corporate Stock EOY | $963,036 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,242,545 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,600,991 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,587,949 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,037,635 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $654 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,595,117 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,301,537 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,030,732 | 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 | $11,580,267 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,286,687 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,595,117 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,301,537 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,595,117 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,301,537 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,595,117 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,293,580 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,301,537 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,301,537 | 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 | 51 BRAS BASAH ROAD 05-01 | AddressLine1Txt |
| City | SINGAPORE | CityNm |
| Country | SN | CountryCd |
| Foreign Postal | 189554 | 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 (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | 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 |
|---|---|---|---|---|---|---|---|---|---|
| SHARON HSU | |||||||||
| ONE NEXUS WAY | CAMANA BAY | GEORGE TOWN, GRAN | CJ | KY1-9005 | OFFICER/ENFORCER/SECRETARY | 10.00 | $0 | $0 | $0 |
| ARAGON TRUST COMPANY | |||||||||
| ONE NEXUS WAY | CAMANA BAY | GEORGE TOWN, GRAN | CJ | KY1-9005 | TRUSTEE | 12.00 | $120,000 | $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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,560,351 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $848,518 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,408,869 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,408,869 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $171,133 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,237,736 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $561,887 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $561,887 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $561,887 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $561,887 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $561,887 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,596,519 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,596,519 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,596,519 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $561,887 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $515,983 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $647,453 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $886,497 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $966,404 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,065,406 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,081,743 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,596,519 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $561,887 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,034,632 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,116,375 | 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 | $515,983 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,600,392 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $647,453 | ExcessFromYear4Amt |
| Excess From Year3 | $886,497 | ExcessFromYear3Amt |
| Excess From Year2 | $966,404 | ExcessFromYear2Amt |
| Excess From Year1 | $1,065,406 | ExcessFromYear1Amt |
| Excess From Current Year | $1,034,632 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| STUDENTS FOR A FREE TIBET INC | |||||||
| 602 EAST 14TH STREET 2ND FLOOR | NEW YORK | NY | 10009 | N/A | PC | ITS SUPPORTING FOR GENERAL OPERATING GRANT | $30,000 |
| LAMA YESHE WISDOM ARCHIVE INC | |||||||
| 6 GOOSE POND RD PO BOX 636 | LINCOLN | MA | 01773 | N/A | PC | IT WAS USED FOR THE DEVELOPMENT AND PUBLICATION OF LAMA ZOPA RINPOCHE'S TEACHINGS. | $10,000 |
| FOUNDATION FOR THE PRESERVATION OF THE MAHAYANA TRADITION (FPMT) | |||||||
| 1632 SE 11TH AVENUE | PORTLAND | OR | 97214 | N/A | PC | TO SUPPORT ITS I) "BUDDHA MITREYA BODHGAYA" IN INDIA" ($8,000), ITS SUPPORT INVOLVED THE CONSTRUCTION OF A 40 FEET HEIGHT STATUE ON A 15-FEET THRONE WITH A ROOF OVER IT.II) LAMA ZOPA RINPOCHE BODHICHITTA FUND ($120,000), ITS SUPPORT LAMA ZOPA RINPOCHE ACTIVITIES, INCLUDING TO BUILD STUPAS, FOOD OFFER DAILY TO STUDENTS STUDY, HEALTH CARE SERVICES. VARIETY OF SOCIAL AND CHARITABLE ACTIVITIES; MONASTERIES AND NUNNERIES. | $128,000 |
| THE TIBET CENTER INC | |||||||
| PO BOX 1873 | NEW YORK | NY | 10156 | N/A | PC | ITS SUPPORTING FOR GENERAL OPERATING GRANT, ITS SUPPORT OF ADMINISTRATIVE FUNCTIONS AND PROGRAMS FOR BOTH NEW YORK CITY AND NEW JERSEY LOCATIONS FOR 2020 AND 2021 | $85,000 |
| EMORY UNIVERSITY | |||||||
| 1599 CLIFTON ROAD NE 3RD FLOOR | ATLANTA | GA | 303224250 | N/A | PC | TO SUPPORT THE GRANTEE TO ESTABLISH AN ENDOWED FUND NAMED "CENTER FOR CONTEMPLATIVE SCIENCE AND COMPASSION-BASED ETHICS". THIS IS FIVE-YEAR GRANT FROM 2017 TO 2021. | $1,000,000 |
| INTERNATIONAL CAMPAIGN FOR TIBET | |||||||
| 1825 JEFFERSON PLACE N W | WASHINGTON | DC | 20036 | N/A | PC | IT WAS A GENERAL SUPPORT GRANT. THE GRANTEE'S MISSION IS TO PROMOTE HUMAN RIGHTS AND DEMOCRATIC FREEDOMS FOR THE PEOPLE OF TIBET. | $100,000 |
| RIGHTS ACTION LAB INC | |||||||
| 519 SOMERVILLE AVENUE 226 | SOMERVILLE | MA | 02143 | N/A | PC | TO SUPPORT ITS PROJECT OF BUILDING STRATEGIS RESISTANCE IN TIBET WHILE COUNTERING CHINA'S AUTHORITARIAN REACH IN THE WORLD. | $30,000 |
| THE RATO DRATSANG FOUNDATION | |||||||
| PO BOX 1873 | NEW YORK | NY | 10156 | N/A | PF | IT WAS A GRANT TO "RATO FOOD AND MEDICAL 2020" & "RATO FOOD AND MEDICAL 2021" ITS SUPPORT IS 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,413,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,574 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $245,785 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46,580 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $302,939 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $302,939 | 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(GRANT THORNTON) | CategoryTxt |
| Amt | $3,832 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,832 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| THE RATO DRATSANG FOUNDATION (2019) | ||||||||||
| PO BOX 1873 | NEW YORK | NY | 10156 | 2019-01-03 | $30,000 | SUPPORT FOR RATO MONASTERY'S 2019 FOOD ASSISTANCE PROGRAM | $30,000 | 11/08/2019 | 2019-09-30 | YESHE KHORLO FOUNDATION'S GRANT IN SUPPORT OF THE RDF FOOD ASSISTANCE PROGRAM 2019 TO RATO MONASTERY, HAS PLAYED A CRITICAL ROLE IN MAINTAINING AND PROMOTING A HEALTHY LEARNING ENVIRONMENT WHERE MONASTICS FLOURISH TO THEIR STUDIES AND WORKS. THE RDF FOOD ASSISTANCE PROGRAM SENDS $4,000 IN MONTHLY DISBURSEMENTS (SOMETIMES MORE IF THERE ARE MEDICAL EXPENSES) TO THE MONASTERY FOR THE PURPOSE OF PURCHASING FOOD AND WATER FOR OVER 110 MONKS AT RATO. YESHE KHORLO'S SUPPORT HAD MADE A SIGNIFICANT IMPROVEMENT IN THE MONASTERY'S ABILITY TO IMPLEMENT AND MAINTAIN A HIGH QUALITY LIVING STANDARD AT RATO. |
| THE RATO DRATSANG FOUNDATION (2020) | ||||||||||
| PO BOX 1873 | NEW YORK | NY | 10156 | 2020-01-03 | $30,000 | SUPPORT FOR RATO MONASTERY'S 2020 FOOD ASSISTANCE PROGRAM | $30,000 | 2020-11-16 | YESHE KHORLO FOUNDATION'S GRANT IN SUPPORT OF THE RDF FOOD ASSISTANCE PROGRAM 2020 TO RATO MONASTERY, HAS PLAYED A CRITICAL ROLE IN MAINTAINING AND PROMOTING A HEALTHY LEARNING ENVIRONMENT WHERE MONASTICS FLOURISH TO THEIR STUDIES AND WORKS. THE RDF FOOD ASSISTANCE PROGRAM SENDS $4,000 IN MONTHLY DISBURSEMENTS (SOMETIMES MORE IF THERE ARE MEDICAL EXPENSES) TO THE MONASTERY FOR THE PURPOSE OF PURCHASING FOOD AND WATER FOR OVER 110 MONKS AT RATO. YESHE KHORLO'S SUPPORT HAD MADE A SIGNIFICANT IMPROVEMENT IN THE MONASTERY'S ABILITY TO IMPLEMENT AND MAINTAIN A HIGH QUALITY LIVING STANDARD AT RATO. | |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HIGH YIELD CORP BOND UCITS ETF | $1,138,171 | $1,200,849 |
| US AGGREGATE BOND UCITS ETF | $7,449,778 | $7,836,786 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WRLD EQTY IDX FEEDER | StockNm |
| EOY Book Value | $963,036 | EOYBookValueAmt |
| EOYFMV | $1,242,545 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $654 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $941 | $0 | $0 | $941 |
| OTHER EXPENSES | $389 | $0 | $0 | $389 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CUSTODIAN FEES | $34,681 | $0 | $0 | $34,681 |
| ADVISORY FEES | $20,439 | $0 | $0 | $20,439 |
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