BETA

TERTON SOGYAL FOUNDATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
TERTON SOGYAL FOUNDATION (EIN 27-1221733)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-09
IRS object ID
201843139349303124
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-09T15:09:35-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133418879PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GETTRY MARCUS CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line188 FROEHLICH FARM BLVD 3RD FLOORAddressLine1Txt
CityWOODBURYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11797ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271221733EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TERTON SOGYAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTERTBusinessNameControlTxt
Phone9174340223PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line172 READE STREET - 6TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100071809ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPEDRO BEROYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9174340223PhoneNum
Signature2018-11-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBIN ROKUSONCPAPreparerPersonNm
PTINP00090276PTIN
Phone5163643390PhoneNum
Preparation2018-11-01PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-02IPDt
IP Tm14:58:51IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id49040F178B220BC45A6A1537EA4CD64D7B5EAE6EAtSubmissionCreationDeviceId
At Submission Filing Device IdCC299C2F94B32CD71F1336E8A541AB04BD256390AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPEDRO BEROYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line172 READE STREET - 6TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100071809ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$71,442GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressTERTON-SOGYAL-USA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2009FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTHE 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.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,564PYContributionsGrantsAmt
CY Contributions Grants$32CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income-$7,792PYInvestmentIncomeAmt
CY Investment Income$14,004CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$1,239CYOtherRevenueAmt
PY Total Revenue-$6,228PYTotalRevenueAmt
CY Total Revenue$15,275CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,827PYOtherExpensesAmt
CY Other Expenses$1,233CYOtherExpensesAmt
PY Total Expenses$2,827PYTotalExpensesAmt
CY Total Expenses$1,233CYTotalExpensesAmt
PY Revenues Less Expenses-$9,055PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$14,042CYRevenuesLessExpensesAmt
Total Assets BOY$571,854TotalAssetsBOYAmt
Total Assets EOY$606,924TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,200TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$571,854NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$605,724NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROGRAM 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.Desc
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldDEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9174340223PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line172 READE STREET - 6TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100071809ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
PEDRO BEROY
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
PHILIP PHILIPPOU
BOARD MEMBER1.00Yes (X)$0$0$0
MICHELE PHAMTAN
SECRETARY1.00Yes (X)Yes (X)$0$0$0
DANIEL SCHUESSLER
TREASURER1.00Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$32AllOtherContributionsAmt
Total Contributions$32TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,181TotalRevenueColumnAmt
Exclusion$11,181ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$58,990SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$56,167SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,823SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,823TotalRevenueColumnAmt
Related Or Exempt Func Income$2,823RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Business900099BusinessCd
Total Revenue Column$1,239TotalRevenueColumnAmt
Exclusion$1,239ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,239OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,275TotalRevenueColumnAmt
Related Or Exempt Func Income$2,823RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$12,420ExclusionAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,200TotalAmt
Management And General$1,200ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FDesc
Total$33TotalAmt
Management And General$33ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,233TotalAmt
Program Services$0ProgramServicesAmt
Management And General$1,233ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$12,717BOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$285,085BOYAmt
EOY$132,065EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$274,052BOYAmt
EOY$474,859EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$571,854BOYAmt
EOY$606,924EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,200EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,200EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$558,383BOYAmt
EOY$592,253EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,471BOYAmt
EOY$13,471EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$571,854BOYAmt
EOY$605,724EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$571,854BOYAmt
EOY$606,924EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$14,042ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$19,828NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,780CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,874CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,250CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,564CurrentTaxYearMinus1YearAmt
Current Tax Year$32CurrentTaxYearAmt
Total$23,500TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,780CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,874CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,250CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,564CurrentTaxYearMinus1YearAmt
Current Tax Year$32CurrentTaxYearAmt
Total$23,500TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$23,500PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,224CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,585CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,867CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,444CurrentTaxYearMinus1YearAmt
Current Tax Year$11,181CurrentTaxYearAmt
Total$54,301TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$1,239CurrentTaxYearAmt
Total$1,239TotalAmt
FieldValueIRS element (for citing)
Total Support$79,040TotalSupportAmt
Public Support CY1700.29730PublicSupportCY170Pct
Public Support PY1700.37850PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests PY170Yes (X)ThirtyThrPctSuprtTestsPY170Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
SPDR GOLD$21,391F
PIMCO TOTAL RETURN$105,150F
DOUBLELINE TOTAL RETURN BOND$102,547F
ISHARES TR JP MOR EM MK ETF$28,445F
PIMCO INCOME FUND CL C$102,550F
ISHARES MSCI EUROZONE ETF$56,394F
ISHARES MSCI EMERGING MARKETS$58,382F
FieldValueIRS element (for citing)
Total Book Value Securities$474,859TotalBookValueSecuritiesAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2PHILIP 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 11BTHE 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 12CTHE 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 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST.

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