2019-11-14T09:58:22-06:00 2018-12-31 133418879 GETTRY MARCUS CPA PC 88 FROEHLICH FARM BLVD 3RD FLOOR WOODBURY NY 11797 990 2018-01-01 271221733 TERTON SOGYAL FOUNDATION TERT 9174340223 72 READE STREET - 6TH FLOOR NEW YORK NY 100071809 PEDRO BEROY PRESIDENT 9174340223 2019-11-06 1 ROBIN ROKUSONCPA P00090276 5163643390 2019-11-06 64.88.174.3 2019-11-06 09:16:34 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 E299BE4AB728D546E7A673F01BCEB2BE5DF255AE 2018 2020-03-31 21:24:44Z PEDRO BEROY 72 READE STREET - 6TH FLOOR NEW YORK NY 100071809 118925 0 X TERTON-SOGYAL-USA.ORG X 2009 NY THE ORGANIZATION IS ORGANIZED AND OPERATED FOR EXCLUSIVELY RELIGIOUS, CHARITABLE, AND EDUCATIONAL PURPOSES, SPECIFICALLY THE PROMOTION AND ADVANCEMENT OF THE BUDDHIST RELIGION WORLDWIDE. HOWEVER, THE ORGANIZATION'S PRIMARY ACTIVITY IS THE PROVISION OF FINANCIAL SUPPORT FOR INSTITUTIONS THAT FURTHER THE PRESERVATION, STUDY, AND PRACTICE OF BUDDHISM. EXAMPLES OF SUCH INSTITUTIONS INCLUDE MONASTERIES, NUNNERIES, SCHOOLS, STUDY COLLEGES, LIBRARIES, RETREAT CENTERS, AND SHRINES. THE ORGANIZATION ALSO SUPPORTS THE PRESERVATION OF OBJECTS AND IMAGES ASSOCIATED WITH THE PRACTICE OF BUDDHISM. 4 4 0 0 0 0 32 0 0 0 14004 7331 1239 0 15275 7331 0 18148 0 0 0 0 0 0 0 1233 2847 1233 20995 14042 -13664 606924 563167 1200 2300 605724 560867 X THE ORGANIZATION IS ORGANIZED AND OPERATED FOR EXCLUSIVELY RELIGIOUS, CHARITABLE, AND EDUCATIONAL PURPOSES, SPECIFICALLY THE PROMOTION AND ADVANCEMENT OF THE BUDDHIST RELIGION WORLDWIDE. THE ORGANIZATION'S PRIMARY ACTIVITY IS THE PROVISION OF FINANCIAL SUPPORT FOR INSTITUTIONS THAT FURTHER THE PRESERVATION, STUDY, AND PRACTICE OF BUDDHISM. EXAMPLES OF SUCH INSTITUTIONS INCLUDE MONASTERIES, NUNNERIES, SCHOOLS, STUDY COLLEGES, LIBRARIES, RETREAT CENTERS, AND SHRINES. THE ORGANIZATION WILL ALSO SUPPORT THE PRESERVATION OF OBJECTS AND IMAGES ASSOCIATED WITH THE PRACTICE OF BUDDHISM. 0 0 18148 18148 PROGRAM SERVICES FOCUS ON THREE MAJOR AREAS: 1. THE TRAINING AND EDUCATION OF PRACTITIONERS, SCHOLARS, TRANSLATORS AND TEACHERS WHO WILL CONTINUE THE TRADITIONS OF STUDY AND PRACTICE ESTABLISHED BY SOGYAL RINPOCHE, FOR THE BENEFIT OF FUTURE GENERATIONS.2. THE CONTINUED DEVELOPMENT OF RIGPA'S PRINCIPAL DHARMA CENTERS AROUND THE WORLD, IN PARTICULAR THOSE DEDICATED TO RETREAT, AND TRANSMISSION OF THE TEACHINGS, AND CARE FOR THE ELDERLY, SICK AND DYING.3. THE CREATION OF RETIREMENT CENTERS FOR SENIOR MEMBERS OF THE RIGPA SANGHA WHO HAVE OFFERED MANY YEARS OF DEDICATED SERVICE TO SOGYAL RINPOCHE'S WORK. 18148 1 0 0 0 0 0 0 0 0 0 0 1 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 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 DE NY X X THE ORGANIZATION 9174340223 72 READE STREET - 6TH FLOOR NEW YORK NY 100071809 X PEDRO BEROY PRESIDENT 1.00 X X 0 0 0 BRUCE WHITACRE DIRECTOR 1.00 X 0 0 0 MICHELE PHAMTAN SECRETARY 1.00 X X 0 0 0 DANIEL SCHUESSLER TREASURER 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 16878 16878 102047 111594 -9547 -9547 -9547 7331 -9547 0 16878 18148 18148 2300 2300 FOREIGN WITHHOLDING TAX 412 412 NEW YORK STATE TAX 125 125 INVESTMENT MANAGEMENT F 10 10 20995 18148 2847 0 132065 59121 474859 504046 606924 563167 1200 2300 1200 2300 X 592253 560867 13471 0 605724 560867 606924 563167 -13664 -31193 0 X 0 0 0 X 12874 2250 1564 32 0 16720 12874 2250 1564 32 16720 16720 6585 17867 7444 11181 16878 59955 1239 1239 77914 0.21460 0.29730 X 0 SPDR GOLD 20976 F DOUBLELINE TOTAL RETURN BOND 104314 F ISHARES TR JP MOR EM MK ETF 25458 F PIMCO INCOME FUND CL C 204093 F ISHARES MSCI EUROZONE ETF 45578 F ISHARES MSCI EMERGING MARKETS 48395 F SPDR S&P 500 ETF TRUST 55232 F 504046 1 0 0 0 0 0 0 0 0 0 FRANCE TRAINING AND EDUCATION 18148 1 0 0 0 0 0 0 SCHEDULE F PART I, LINE 2 THE ORGANIZATION DOES RESEARCH OF THE DONEE BEFORE MAKING CONTRIBUTION. FORM 990, PART VI, SECTION A, LINE 2 PHILIP PHILLIPPOU AND MICHELE PHAMTAN HAVE A BUSINESS RELATIONSHIP. THEY ARE BOTH EMPLOYEES OF THE CONGREGATION RIGPA LERAB LING, WHICH IS A RELIGIOUS ORGANIZATION THAT AIMS TO PRESENT THE BUDDHIST TRADITION OF TIBET IN A WAY THAT IS BOTH AUTHENTIC AND AS RELEVANT AS POSSIBLE TO THE LIVES AND NEEDS OF MODERN MEN AND WOMEN. MR. PHILLIPPOU IS THE SUPERIOR OF THE CONGREGATION AND MS. PHAMTAN IS THE INTERNATIONAL FINANCE DIRECTOR. PEDRO BEROY, PHILIP PHILLIPPOU, AND MICHELE PHAMTAN HAVE A BUSINESS RELATIONSHIP. THEY ALL SERVE ON THE BOARD OF DIRECTORS OF AN INVESTMENT FUND. THE FUND'S SOLE PURPOSE IS TO JOINTLY MANAGE THE ASSETS OF THE TERTON SOGYAL FOUNDATION AS WELL AS THOSE OF THREE OTHER CHARITIES (BASED IN GERMANY, FRANCE, AND THE UK) THAT ALL HAVE SIMILAR PURPOSES. NONE OF THE DIRECTORS RECEIVE ANY COMPENSATION FOR THEIR SERVICES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE PRESIDENT OF THE ORGANIZATION, WHO THEN SENDS IT TO THE REST OF THE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REGULARLY MEETS TO OVERSEE THE ORGANIZATION'S ETHICS AND COMPLIANCE PROGRAM WHICH INCLUDES THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST.