2020-05-11T14:17:08-05:00 2018-12-31 203985546 JOHNSON O'CONNOR FERON & CARUCCI LLP 101 EDGEWATER DRIVE SUITE 210 WAKEFIELD MA 01880 990 2018-01-01 364793898 CHOPRA FOUNDATION C/O TAG MANAGEMENT CHOP 8589223986 1227 PROSPECT STREET LA JOLLA CA 92037 PAUL JOHNSON TREASURER 8589223986 2020-05-07 1 STEPHEN FERON P00745045 7819143400 2020-05-07 96.230.50.122 2020-05-07 15:20:54 ED P 250C26FC01B6E9B787B046FAEE759F140400CACF 1F8D054BAB5C47F116125200619F8E86F1B30A26 2018 2020-09-23 17:36:50Z X X PAUL JOHNSON 1227 PROSPECT STREET LA JOLLA CA 92037 1260691 0 X WWW.CHOPRAFOUNDATION.ORG X 2014 CA THE CHOPRA FOUNDATION IS DEDICATED TO IMPROVING HEALTH AND WELL BEING, CULTIVATING SPIRITUAL KNOWLEDGE, EXPANDING CONSCIOUSNESS, AND PROMOTING WORLD PEACE TO ALL MEMBERS OF THE HUMAN FAMILY. 8 8 3 0 0 0 1486442 530692 384950 716115 0 0 1689 13884 1873081 1260691 288007 36000 0 0 237004 273535 0 0 554365 1286744 995480 1811755 1305015 61326 -44324 732003 1453847 639311 1405479 92692 48368 THE CHOPRA FOUNDATION IS DEDICATED TO IMPROVING HEALTH AND WELL BEING, CULTIVATING SPIRITUAL KNOWLEDGE, EXPANDING CONSCIOUSNESS, AND PROMOTING WORLD PEACE TO ALL MEMBERS OF THE HUMAN FAMILY. 0 0 93480 716115 THE EXPLORERS JOURNEY IS A DONATION-BASED FUNDRAISER WHICH ASSISTS THE FOUNDATION IN REALIZING ITS GOALS AS WELL AS PROVIDE A PLATFORM FOR SELF REFLECTION AND GROWTH TO THE DONORS. 46741 SET UP THE INTEGRATED STUDIES HISTORICAL ARCHIVES AND REPOSITORY (ISHAR) TO OPERATE AN ONLINE ACADEMIC LIBRARY AND HISTORICAL ARCHIVE. ISHAR WILL CONTAIN A COLLECTION OF CULTURAL AND SCIENTIFIC KNOWLEDGE, RESEARCH AND DISCUSSION WITH AN EMPHASIS ON INTEGRATIVE MEDICINE AND CONSCIOUSNESS STUDIES. 112741 36000 13884 112741 36000 13884 252962 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 10 0 1 3 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 1 0 CA NY X MICHAEL D SCHLEY 8059662940 311 E CARRILLO ST SANTA BARBARA CA 93111 X DEEPAK CHOPRA MD CHAIRMAN OF THE BOARD, FOUNDER & DIRECTOR 10.00 X X 0 0 0 AJAY K GUPTA PRESIDENT/DIRECTOR 3.00 X X 0 0 0 PAUL JOHNSON TREASURER & SECRETARY 5.00 X X 0 0 0 RAYMOND G CHAMBERS DIRECTOR 2.00 X 0 0 0 FRANCOIS FERRE PHD DIRECTOR 2.00 X 0 0 0 MATTHEW HARRIS DIRECTOR 2.00 X 0 0 0 FRED MATSER DIRECTOR 2.00 X 0 0 0 ALICE L WALTON DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 RYAN CASTLE 431 EAST JANICE STREET LONG BEACH CA 90805 CONTRACT LABOR 108676 1 3294 527398 530692 EXPLORER'S JOURNEY 611600 716115 716115 716115 0 3294 0 0 OTHER REVENUE 522100 13884 13884 13884 1260691 729999 0 0 X 30000 30000 6000 6000 256178 163954 56359 35865 17357 11108 3819 2430 17578 17578 50138 50138 253406 253406 23919 23919 34647 34647 1273 1273 455 455 59503 11900 47603 SELF-DIRECTED BIOLOGICA 516070 516070 BAD DEBT - PLEDGE 30000 30000 OTHER ADMINISTRATIVE EX 7681 7681 TAXES 810 810 1305015 252962 497688 554365 692108 1444819 30000 7472 7060 64433 64118 562 315 1861 1653 732003 1453847 474812 279612 48000 1061379 116499 64488 639311 1405479 X 33551 -10773 59141 59141 92692 48368 732003 1453847 -44324 0 X X 0 1 X 1 0 X 1550908 1822960 638458 1486442 530692 6029460 171187 416000 362600 384950 716115 2050852 1722095 2238960 1001058 1871392 1246807 8080312 134350 344399 181100 174602 834451 828627 920224 117269 489839 395858 2751817 962977 1264623 298369 664441 395858 3586268 4494044 3 3 3 3 15883 98462 2047 1689 13884 131965 1737981 2337422 1003105 1873081 1260691 8212280 0.54720 0.52750 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1826 1511 315 62607 62607 0 315 GRANTS PAYABLE 64488 64488 X 1260691 0 1260691 0 1260691 1305015 0 1305015 0 1305015 PART X, LINE 2: THE FOUNDATION IS A QUALIFIED NONPROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) ORGANIZATION UNDER THE FEDERAL INTERNAL REVENUE CODE, SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE AND NEW YORK CODE ARTICLE 9-A. THE FOUNDATION, HOWEVER, MAY OCCASIONALLY BE SUBJECT TO TAXES ON UNRELATED BUSINESS INCOME. THE FOUNDATION IS NOT A PRIVATE FOUNDATION. THE FOUNDATION FOLLOWS ACCOUNTING STANDARDS GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THE FOUNDATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE STATEMENT OF ACTIVITIES, WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS AT DECEMBER 31,2018 AND THEREFORE NO AMOUNTS HAVE BEEN ACCRUED. 0 0 0 0 0 0 0 0 0 INDIA PROJECT WHY - EDUCATE UNDERPRIVILEGED CHILDREN IN INDIA. BOARD APPROVED. 6000 WIRE TRANSFER FMV 1 0 0 0 0 0 0 1 INTERNATIONAL BRAIN MAPPING FOUNDATION 8159 SANTA MONICA BOULEVARD 200 WEST HOLLYWOOD CA 90046 202865488 501(C)(3) 30000 FMV TO SUPPORT THE BRAIN MAPPING MARCH 2018 CONFERENCE - BOARD APPROVED. 1 FORM 990, PAGE 1, BOX B - AMENDED RETURN CHOPRA FOUNDATION SCHEDULE O - AMENDED RETURN DESCRIPTION AFTER THE 990 WAS FILED THE AUDIT FOR THE FOUNDATION WAS COMPLETED. THE AUDITORS MADE RECLASSIFICATION ENTRIES TO CONTRIBUTIONS AND PROGRAM SERVICES. THE 990 WAS AMENDED IN ORDER TO RECONCILE WITH THE FINANCIAL STATEMENTS. CHANGES TO THE 990 WERE PURELY RECLASSIFICATIONS BETWEEN CONTRIBUTIONS AND PROGRAM SERVICES, NOTE THAT PAGE 1 LINES 19 & 22 DID NOT CHANGE AS A RESULT OF THE AMENDED RETURN. A RECLASSIFICATION OF CONTRIBUTIONS TO PROGRAM SERVICES PAGE 1 LINE 8 TO PAGE 1 LINE 9 IN THE AMOUNT OF $299,066 WAS MADE. AS A RESULT, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS WAS UPDATED. ACTIVITY RELATED TO THE EXPLORERS JOURNEY, PAGE 2 LINE 4A EXPENSES INCREASED BY $46,739 AND PROGRAM REVENUE INCREASED BY 299,066. IN ADDITION, THE EXPENSES OF $562,810 FOR THE SBTI RESEARCH STUDY, PREVIOUSLY RECORDED ON PAGE 2 LINE 4B WERE REMOVED. PROGRAM AND FUNDRAISING EXPENSES ON PART IX, STATEMENT OF FUNCTIONAL EXPENSES WERE RECLASSIFIED. PAGE 10 LINE 25 COLUMN B DECREASED BY $516,071 AND COLUMN C INCREASED BY THE SAME AMOUNT. ON THE BALANCE SHEET, PART X PAGE 11 A RECLASSIFICATION WAS MADE TO LIABILITIES IN THE AMOUNT OF $14,042 FROM PAGE 11 LINE 25 TO LINE 17. UPDATES TO SCHEDULE A PART III SECTION A WERE AS FOLLOWS, LINE 1 DECREASED BY $300,945, LINE 2 INCREASED BY $291,566, LINE 7A DECREASED BY $49,518, LINE 7B DECREASED BY $209,989, AND LINE 7C DECREASED BY $259,507. SCHEDULE A SECTION B LINE 9 DECREASED BY $9,379, LINE 13 DECREASED BY THE SAME AMOUNT, AND SECTION C LINE 15 INCREASED BY 3.1%. ADDITIONAL CHANGES TO SCHEDULE A INCLUDE PAYMENTS FROM DISQUALIFIED PERSONS, AND EXCESS PAYMENTS FROM NON-DISQUALIFIED PERSONS, WHICH WERE ADJUSTED ACCORDINGLY. SCHEDULE B WAS UPDATED TO PROPERLY REFLECT THE RECLASSIFICATION BETWEEN CONTRIBUTIONS AND PROGRAM SERVICES. AN UPDATED CONTRIBUTION SCHEDULE WAS PROVIDED BY THE AUDITOR, AND AS A RESULT TOTAL NUMBER OF CONTRIBUTORS DECREASED BY 9 WITH A TOTAL DECREASE OF $350,549 ON SCHEDULE B. FORM 990, PART VI, SECTION A, LINE 2 RAY CHAMBERS, AJAY GUPTA, MATTHEW HARRIS, AND ALICE WALTON HAVE BUSINESS RELATIONSHIPS WITH DEEPAK CHOPRA. FORM 990, PART VI, SECTION B, LINE 11B ALL BOARD MEMBERS REVIEW THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PROVIDED TO EACH DIRECTOR, OFFICER, SENIOR STAFF MEMBER AND EMPLOYEE AND IS REVIEWED ANNUALLY. EACH NEW DIRECTOR, OFFICER OR EMPLOYEE IS ADVISED OF THE POLICY UPON JOINING THE FOUNDATION. EACH DIRECTOR AND OFFICER SIGNS AN ANNUAL ACKNOWLEDGEMENT AND CONFLICT OF INTEREST DISCLOSURE FOR THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 15B LEENA NASSER'S COMPENSATION WAS REVIEWED IN THIS MANNER. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING - GENERAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 62,330. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,330. CONSULTANT EXPENSE - SBTI: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 80,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,000. CONSULTANT EXPENSE - ISHAR LLC: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 111,076. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 111,076. FORM 990, PAGE 12, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ISHAR LLC 2013 COSTA DEL MAR RD CARLSBAD CA 92009 471603074 OPERATING AN ONLINE ACADEMIC LIBRARY AND HISTORICAL ARCHIVE. CA 0 0 CHOPRA FOUNDATION CHOPRA MIND BRAIN INSTITUTE LLC 2013 COSTA DEL MAR RD CARLSBAD CA 92009 352602432 RESEARCH & EDUCATION RELATING TO CONSCIOUSNESS, MIND, BRAIN HEALTH & RELATED CA 0 0 CHOPRA FOUNDATION