2021-11-12T15:30:02-06:00 2020-12-31 390859910 BAKER TILLY US LLP ONE PENN PLAZA SUITE 3000 NEW YORK NY 10119 990 2020-01-01 371856584 UPLIFT FOUNDATION C/O BAKER TILLY US LLP UPLI 2126976900 ONE PENN PLAZA NO 3000 NEW YORK NY 10119 STEVEN BOOKOFF DIRECTOR 2126976900 2021-11-12 1 STEVEN BOOKOFF XXX-XX-XXXX DOUGLAS RICHARDSON P01270963 2126976900 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z STEVEN BOOKOFF ONE PENN PLAZA NO 3000 NEW YORK NY 10119 1914587 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 3 0 0 10000 1900099 0 0 0 40 50 14448 10050 1914587 0 66200 0 0 0 282458 0 0 0 942 1203235 942 1551893 9108 362694 312274 1384839 0 12975 312274 1371864 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 1450705 66200 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. 1450705 1 1 0 0 0 0 0 0 0 0 1 0 0 1 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 13 0 0 0 1 AS 0 0 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 MICHELE MCALLISTER 2126976900 ONE PENN PLAZA SUITE 3000 NEW YORK NY 10119 X ODED KADOSH PRESIDENT 1.25 0.00 X X 0 0 0 STEVEN BOOKOFF DIRECTOR 2.50 0.00 X 0 0 0 ELIZABETH MORGAN SECRETARY 1.25 0.00 X X 0 0 0 0 0 0 0 0 0 0 0 1900099 1900099 40 40 MISC INCOME 900099 14448 14448 14448 1914587 0 0 14488 X 66200 66200 238136 238136 28864 28864 15458 15458 82290 10670 71620 23485 3485 20000 772614 767614 5000 14793 14040 753 737 737 25384 25384 53219 53219 1389 1389 2939 2939 7078 4028 3050 MEDIA CONTENT 143874 143874 BAD DEBT 64121 64121 DUES & SUBSCRIPTIONS 9446 8681 765 EVENT EXPENSES 1152 1152 714 714 1551893 1450705 101188 0 312274 504708 17398 529400 1166 1166 0 0 0 333333 312274 1384839 12975 0 12975 X 0 0 0 0 312274 1371864 312274 1371864 312274 1384839 X 362694 696896 X 0 0 0 X 355000 10000 1900099 2265099 355000 10000 1900099 2265099 2168814 96285 40 40 50 14448 14498 2279637 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2019 AMOUNT: $ 50. 2020 AMOUNT: $ 14,448. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1166 1166 0 0 INVESTMENT - ONEDOME GLOBAL 333333 333333 1 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES 124000 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS 66200 0 0 0 0 0 0 190200 0 190200 MIDDLE EAST AND NORTH AFRICA 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. 66200 1 0 1 0 1 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 767,614. MANAGEMENT AND GENERAL EXPENSES 5,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 772,614. FORM 990, PART XI, LINE 9: TRANSFER OF UPLIFT MIDDLE EAST -173,175. FOREIGN CURRENCY TRANSLATION LOSSES -3,355. TRANSFER OF UPLIFT MEDIA 720,044. TRANSFER OF UPLIFT HOLDINGS 153,382. ADDITIONAL INFORMATION FOR FORM 5471 UPLIFT ME 2020 FINANCIAL STATEMENTS WERE NOT PROVIDED PRIOR TO THE EXTENDED DUE DATE OF THE TAX RETURN. THIS RETURN HAS BEEN FILED WITH THE BEST AVAILABLE INFORMATION AND WILL BE AMENDED IF THERE ARE ANY CHANGES WHEN THE FINANCIAL STATEMENTS ARE MADE AVAILABLE. UPLIFT HOLDINGS LLC C/O BAKER TILLY US 1 PENN PLAZA - S NEW YORK NY 10119 814758180 HOLDING COMPANY DE 5152616 UPLIFT FOUNDATION UPLIFT EVENTS LLC C/O BAKER TILLY US 1 PENN PLAZA - S NEW YORK NY 10119 320531197 EVENTS DE 375 UPLIFT FOUNDATION UPLIFT ENTERPRISE LLC C/O BAKER TILLY US 1 PENN PLAZA - S NEW YORK NY 10119 364866838 INTELLECTUAL PROPERTY DE 1183 UPLIFT FOUNDATION UPLIFT MEDIA PVT LTD C/O BAKER TILLY US 1 PENN PLAZA - S NEW YORK NY 10119 981342376 MEDIA AS 14396 113167 UPLIFT FOUNDATION UPLIFT RETREATS C/O BAKER TILLY US 1 PENN PLAZA - S NEW YORK NY 10119 HOSPITALITY AS 0 0 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