2014-11-13T15:31:41-06:00 2013-12-31 133418879 GETTRY MARCUS CPA PC 88 FROEHLICH FARM BLVD 3RD FLOOR WOODBURY NY 11797 990 2013-01-01 271221733 TERTON SOGYAL FOUNDATION TERT 9174340223 72 READE STREET - 6TH FLOOR NEW YORK NY 100071809 PEDRO BEROY PRESIDENT 9174340223 2014-11-04 1 ROBIN ROKUSONCPA P00090276 5163643390 2013 2015-11-30 17:44:51Z PEDRO BEROY 72 READE STREET - 6TH FLOOR NEW YORK NY 100071809 226205 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 4 0 0 12000 6780 0 0 7603 12654 0 0 19603 19434 0 0 0 0 0 0 0 0 0 8483 5426 8483 5426 11120 14008 560122 560221 7500 2900 552622 557321 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 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. 1 1 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 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 X 4 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 DE NY X THE ORGANIZATION 9174340223 72 READE STREET - 6TH FLOOR NEW YORK NY 100071809 X PEDRO BEROY PRESIDENT 1.00 X X 0 0 0 PHILIP PHILIPPOU BOARD MEMBER 1.00 X 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 6780 6780 11224 11224 208201 206771 1430 1430 1430 19434 1430 0 11224 2900 2900 MANAGEMENT FEE 2000 2000 BUSINESS LICENSING FEES 403 403 FILING FEES 110 110 MISC EXPENSES 13 13 5426 0 5426 0 10248 9002 107406 183850 442468 367369 560122 560221 7500 2900 7500 2900 X 539151 543850 13471 13471 552622 557321 560122 560221 14008 -9309 0 X 0 0 0 X 517656 113471 12000 6780 649907 517656 113471 12000 6780 649907 649907 4585 14649 15112 11224 45570 5 5 695482 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ISHARES MSCI ALL COUNTRY ASIA 30155 F SPDR S & P 500 48938 F SPDR GOLD 20097 F PIMCO TOTAL RETURN 99689 F TEMPLETON GLOBAL 74559 F DOUBLELINE 24854 F ISHARES MSCI JAPAN 17310 F ISHARES MSCI EMERGING MARKETS 25814 F SPDR INDEX SHARES FUNDS 25953 F 367369 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 WILL ALL SERVE ON THE BOARD OF DIRECTORS OF AN INVESTMENT FUND THAT WILL BE ESTABLISHED SHORTLY. THE FUND'S SOLE PURPOSE WILL BE 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 WILL RECEIVE ANY COMPENSATION FOR THEIR SERVICES. THE FUND WILL HIRE A PROFESSIONAL INVESTMENT MANAGER WITH NO RELATIONSHIP TO ANY OF THE DIRECTORS TO MANAGE THE INVESTMENTS IN A PRUDENT MANNER. FORM 990, PART VI, SECTION B, LINE 11 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 C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.