2012-11-14T13:29:06-06:00 2011-12-31 133418879 GETTRY MARCUS STERN & LEHRER CPA PC 20 CROSSWAYS PK N STE 304 WOODBURY NY 11797 990 2011-01-01 271221733 TERTON SOGYAL FOUNDATION TERT 9174340223 72 READE STREET - 6TH FLOOR NEW YORK NY 100071809 PEDRO BEROY 9174340223 2012-10-26 1 ROBIN ROKUSON CPA P00090276 5163643390 2011 2016-02-24 21:20:13Z PEDRO BEROY 72 READE STREET - 6TH FLOOR NEW YORK NY 100071809 485266 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 517656 113471 0 0 4585 21609 5 0 522246 135080 0 100000 0 0 0 0 0 0 0 17003 4736 17003 104736 505243 30344 514797 516102 0 2000 514797 514102 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 WILL 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. 100000 100000 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 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 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 1.00 X X 0 0 0 PHILIP PHILLIPPOU 1.00 X X 0 0 0 MICHELE PHAMTAN 1.00 X X 0 0 0 JUDY WEDDLE 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 113471 113471 14649 14649 357146 350186 6960 6960 6960 135080 6960 0 14649 100000 100000 1153 1153 2000 2000 MANAGEMENT FEE 1000 1000 MISC EXPENSES 458 458 FILING FEES 125 125 104736 100000 4736 0 987 730 46621 78263 467189 437109 514797 516102 2000 0 2000 X 514797 500631 0 13471 514797 514102 514797 516102 X 30344 -31039 X 1 0 0 X 0 X 517656 113471 631127 517656 113471 631127 631127 4585 14649 19234 5 5 650366 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 TENZIN GYATSO INSTITUTE FOR WISDOM AND COMPASSION 165 GAME FARM ROAD BERNE NY 12023 133576181 100000 GRANT TO CENTER FOR WISDOM AND COMPASSION DEDICATED TO THE AUTHENTIC PRESERVATION AND USEFUL APPLICATION OF THE PRACTICES AND PRINCIPLES APPLICATION OF THE PRACTICES AND PRICIPLES OF UNVIVERSAL HUMAN VALUES AND COMPASSION FOR ALL LIVING THINGS DRAWN FROM THE ANCIENT WISDOM TRADITION OF TIBET. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -31,039.