2026-03-18T10:47:51-05:00 2025-06-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2024-07-01 830436453 DAVID LYNCH FOUNDATION FOR CONSCIOUSNESS -BASED EDUCATION AND WORLD PEACE DAVI 2126449880 685 THIRD AVENUE 17TH FLOOR NEW YORK NY 10017 ROBERT ROTH CHIEF EXECUTIVE OFFICER 2126449880 2026-03-18 1 1 EVA MRUK P00543254 2122862600 2026-03-18 2024 2025-03-06 01:10:19Z ROBERT ROTH 685 THIRD AVENUE 17TH FLOOR NEW YORK NY 10017 7811585 0 X WWW.DAVIDLYNCHFOUNDATION.ORG X 2005 IA DAVID LYNCH FOUNDATION IS COMMITTED TO ADDRESSING THE GLOBAL EPIDEMIC OF MENTAL TRAUMA AND RELIEVING TOXIC STRESS BY ADVANCING TRANSCENDENTAL MEDITATION AS A THERAPEUTIC PRACTICE AND MAKING THESE EVIDENCE-BASED PROGRAMS WIDELY AVAILABLE AT NO COST TO AT-RISK POPULATIONS. 16 15 39 16 0 0 8435097 7213262 386034 378428 121808 53813 -67798 -377480 8875141 7268023 128825 216423 0 0 4456393 4233279 59000 65720 910927 4410462 3150667 9054680 7666089 -179539 -398066 8753831 13264043 882640 5815918 7871191 7448125 X THE DAVID LYNCH FOUNDATION FOR CONSCIOUSNESS-BASED EDUCATION AND WORLD PEACE (THE "FOUNDATION OR "DLF") IS A NONPROFIT 501(C)(3) ORGANIZATION FOUNDED IN 2005. THE FOUNDATION HELPS TO PREVENT AND ERADICATE THE EPIDEMIC OF TRAUMA AND TOXIC STRESS AMONG AT-RISK POPULATIONS THROUGH WIDESPREAD IMPLEMENTATION OF THE EVIDENCE-BASED TRANSCENDENTAL MEDITATION (TM) PROGRAM. THE FOUNDATION WORKS TO ESTABLISH MAINSTREAM UNDERSTANDING OF THE EFFECTS OF TM AMONG GOVERNMENT, HEALTH, MEDIA, AND BUSINESS LEADERS, AS WELL AS THE GENERAL PUBLIC; RAISE FUNDS TO IMPLEMENT TM PROGRAMS IN INSTITUTIONS THAT SERVE AT-RISK POPULATIONS; AND SUPPORT AND FACILITATE INDEPENDENT RESEARCH ON THE IMPORTANT HEALTH BENEFITS OF THE TM PROGRAM. 0 0 1001717 0 42480 RESILIENT RESPONDERS (LAW ENFORCEMENT & FIREFIGHTERS):THIS PROGRAM PROVIDES TM TRAINING TO LAW ENFORCEMENT OFFICERS, FIREFIGHTERS AND EMERGENCY MEDICAL TECHNICIANS WHO HAVE EXPERIENCED PTSD AND SUBSTANCE USE DISORDER. PROGRAM PARTNERS INCLUDE THE NEW YORK CITY FIRE DEPARTMENT, FIRST RESPONDER WELLNESS IN NEWPORT BEACH (CA), FRONT RANGE FIRE DEPARTMENT (CO), BRIGHTON FIRE DEPARTMENT (CO), SAN FRANCISCO FIRE DEPARTMENT, VENTURA COUNTY FIRST RESPONDERS, FIRST RESPONDER RECOVERY - MALIBU, THE NEW YORK CITY POLICE DEPARTMENT, US CAPITOL POLICE (DC), LOS ANGELES COUNTY FIRE DEPARTMENT, LA COUNTY FIRE CHIEFS ASSOCIATION, METROPOLITAN POLICE DEPARTMENT (DC), HERNDON (VA) POLICE DEPARTMENT AND THE WASHINGTON DC FIRE DEPARTMENT & ACADEMIES (DC). 991411 40450 69805 HEAL THE HEALERS NOW (HEALTHCARE):IN THE EARLY DAYS OF THE COVID-19 PANDEMIC, THE FOUNDATION RECOGNIZED THAT HEALTHCARE WORKERS WERE DEALING WITH CRUSHING LEVELS OF STRESS AND ANXIETY; MAKING RAPID, LIFE-OR-DEATH DECISIONS, ALL WHILE PUTTING THEIR OWN HEALTH AT RISK. DLF QUICKLY MOBILIZED TO RESPOND TO THE NEEDS OF HEALTHCARE WORKERS. NOW ALMOST 6 YEARS LATER, THE PROGRAM IS NEEDED MORE THAN EVER WITH POST-PANDEMIC PTSD SYMPTOMS, BURNOUT AND STAFF LEAVING THE PROFESSION DUE TO ANXIETY AND STRESS. THE RESPONSE FROM HEALTHCARE WORKERS, HOSPITALS, RESEARCH CENTERS, AND DONORS CONTINUES TO RISE. TM INSTRUCTION HAS TAKEN PLACE IN 100 HOSPITALS AND MEDICAL CENTERS AROUND THE COUNTRY, INCLUDING RESEARCH FOCUSED ON TM AND HEALTHCARE PROVIDER WELLNESS AT MAJOR RESEARCH AND TEACHING CENTERS. THROUGH THIS NATIONWIDE INITIATIVE, MORE HEALTHCARE WORKERS WILL GAIN ACCESS TO THIS POWERFUL, NON-PHARMACEUTICAL TOOL. IN ADDITION, HOSPITALS, POLICY MAKERS, AND THOSE CONCERNED WITH THE WELLBEING OF OUR NATION'S HEALTH CARE INDUSTRY AND ITS MEDICAL PROVIDERS WILL HAVE ADDITIONAL EVIDENCE OF TM'S EFFECTIVENESS; WHICH HELPS TO SECURE AND ALLOCATE FUNDING FOR FURTHER TM INSTRUCTION. 893080 0 43900 VETERANS (RESILIENT WARRIOR PROGRAM):THIS PROGRAM PROVIDES TM TRAINING TO VETERANS, ACTIVE-DUTY PERSONNEL AND MILITARY FAMILIES. TM HAS BEEN SHOWN TO RELIEVE SYMPTOMS OF POST-TRAUMATIC STRESS DISORDER (PTSD) AND MAJOR DEPRESSION AMONG VETERANS. THE RESILIENT WARRIOR PROGRAM PARTNERS WITH MAJOR VETERAN SERVICE ORGANIZATIONS INCLUDING THE DEPARTMENT OF DEFENSE, THE TRAUMATIC BRAIN INJURY CLINIC AT FT. GORDON, EOD WARRIOR FOUNDATION, SAMARITAN DAYTOP VILLAGE, COURAGE TO CALL AND THE CITY UNIVERSITY OF NEW YORK OFFICE OF VETERANS SERVICES. DLF ALSO TEACHES INDIVIDUAL VETERANS THROUGH ITS OFFICES IN LOS ANGELES, WASHINGTON, DC, AND NEW YORK CITY, AS WELL AS THROUGHOUT THE U.S. IN PARTNERSHIP WITH THE NATIONAL TM ORGANIZATION. 2720661 175973 265953 WOMEN'S HEALTH INITIATIVE:THE WOMEN'S HEALTH INITIATIVE PROVIDES TM TRAINING FOR SURVIVORS OF ANY GENDER OR AGENDER WHO HAVE EXPERIENCED DOMESTIC OR GENDER-BASED VIOLENCE OR SEXUAL ASSAULT. IN NEW YORK CITY, DLF OFFERS SERVICES TO SURVIVORS AT THE MANHATTAN FAMILY JUSTICE CENTER, AN INITIATIVE OF THE NEW YORK CITY MAYOR'S OFFICE TO END DOMESTIC AND GENDER-BASED VIOLENCE THAT PROVIDES A HOLISTIC ARRAY OF SERVICES TO SURVIVORS AT ONE LOCATION. DLF HAS CONSISTENTLY TAUGHT WITHIN THE WOMEN'S HEALTH INITIATIVE AND IS EXPANDING ITS EFFORTS BY PARTNERING DIRECTLY WITH ORGANIZATIONS THAT SUPPORT SURVIVORS OF INTIMATE PARTNER AND DOMESTIC VIOLENCE. DLF ALSO TEACHES TM TO SURVIVORS AT ITS REGIONAL OFFICES IN LOS ANGELES AND WASHINGTON, DC.HEALTHY FAMILIES HEALTHY COMMUNITIES:THE FOUNDATION'S OUTREACH PROGRAM FOCUSED ON SERVING COMMUNITIES AND POPULATIONS THAT EXPERIENCE TRAUMA AND TOXIC STRESS IN THE NEW YORK CITY AREA. THE POPULATIONS SERVED WITHIN HEALTHY FAMILIES HEALTHY COMMUNITIES (HFHC) INCLUDE COMMUNITY GROUPS, LATINO AND BLACK COMMUNITY MEMBERS. INSTRUCTIONS TAKE PLACE AT COMMUNITY CENTERS, OFFICES OF NONPROFITS, LOCAL BUSINESSES, AND THE DLF OFFICE IN MIDTOWN MANHATTAN. THROUGH THIS CITYWIDE INITIATIVE, DLF IS WORKING TOWARDS ADDRESSING HEALTH INEQUITIES IN NEW YORK CITY, AS WELL AS INCREASING THE WELLNESS AND WELLBEING OF NYC GOVERNMENT WORKERS AND COMMUNITY MEMBERS. IN PARTNERING WITH NYC GOVERNMENT AGENCIES, DLF CONTINUES THE FOCUSED EFFORT OF DEMONSTRATING THE EFFECTIVENESS OF TM AND THE IMPORTANCE OF GETTING INSTRUCTIONS COVERED BY HEALTH INSURANCE.LOS ANGELES:THE FOUNDATION BEGAN SERVING THE LOS ANGELES COMMUNITY IN 2010. IN 2019 THE HEALTHY FAMILIES HEALTHY COMMUNITIES PROGRAM WAS CREATED TO EXPAND THE MISSION TO SUPPORT VULNERABLE FAMILIES IN SOUTHERN CALIFORNIA. UCLA LUSKIN INSTITUTE WAS INTERESTED IN CONDUCTING RESEARCH ON THE BENEFITS OF THE PRACTICE OF THE TM TECHNIQUE FOR PARENTS, AND FOUND THAT 92% OF PARENTS IN THE STUDY FELT LESS STRESSED AND 82% EXPERIENCED GREATER PATIENCE AS A RESULT OF TM. ADDITIONALLY, SURVEYS FOUND STATISTICALLY SIGNIFICANT INCREASES IN THEIR HOPEFULNESS (THEIR PERCEIVED ABILITY TO SET AND ACHIEVE GOALS). BECAUSE OF THESE POSITIVE RESULTS, THE RESEARCHERS CONCLUDED THAT "TM IS A PROMISING INTERVENTION FOR CAREGIVER WELL-BEING, PROMOTING RESILIENCE AND IMPROVING FAMILY DYNAMICS. ITS SCALABILITY AND LOW-COST IMPLEMENTATION MAKE IT A PRACTICAL TOOL FOR COMMUNITY HEALTH AND FAMILY SUPPORT PROGRAMS."THE FOUNDATION ALSO PROVIDES PROGRAMS FOR COMMUNITY CENTERS SERVING YOUTH THAT HAVE BEEN INCARCERATED, VETERANS WHO SUFFER FROM SYMPTOMS OF PTSD, WOMEN SURVIVORS OF DOMESTIC VIOLENCE, INDIVIDUALS IN RECOVERY FROM SUBSTANCE ABUSE DISORDERS, AND FRONTLINE MENTAL HEALTH PROVIDERS. IN 2023, DLF BEGAN A NEW INITIATIVE TO TEACH FIRST RESPONDERS (FIREFIGHTERS, POLICE, EMT'S, ETC) THE TM TECHNIQUE, PARTNERING WITH FIRST RESPONDER WELLNESS, MALIBU FIRST RESPONDER RECOVERY, LOS ANGELES COUNTY FIRE DEPARTMENT, LA COUNTY FIRE CHIEFS ASSOCIATION AND VENTURA COUNTY FIRST RESPONDER WELLNESS TO TEACH HUNDREDS OF FIRST RESPONDERS WITH VERY POSITIVE OUTCOMES. DLF ALSO HAS A PARTNERSHIP WITH UNIVERSITY OF SOUTHERN CALIFORNIA SCHOOL OF SOCIAL WORK TO TRAIN THEIR FACULTY AND STUDENTS IN TM AS WELL AS WITH THE SCHOOL'S TRAUMA RECOVERY CENTER, WHICH PROVIDES FREE MENTAL HEALTH SERVICES TO THE LOS ANGELES COMMUNITY. AND HUNDREDS OF PEOPLE IN LA WHO WERE TRAUMATIZED BY LOSING THEIR HOMES IN THE 2025 LA FIRES HAVE BEEN TAUGHT TM IN PARTNERSHIP WITH REVOLVE IMPACT AT THE DENA HEALS COMMUNITY CENTER LOCATION IN ALTADENA. THE FOUNDATION HAS A PARTNERSHIP WITH THE SANTA BARBARA FOUNDATION TO TRAIN THEIR STAFF IN TM AND CONNECT DLF TO TEACH MENTAL HEALTH STAFF AT THE SANTA BARBARA UNIFIED SCHOOL DISTRICT. THE FOUNDATION ALSO TEACHES TM TO FIRST RESPONDERS IN SANTA BARBARA IN PARTNERSHIP WITH THE SANTA BARBARA POLICE FOUNDATION.FOR DECADES, TM HAS BEEN USED AS AN ADJUNCT TO HIV/AIDS TREATMENT BY INDIVIDUALS WHO MUST CONFRONT SERIOUS MENTAL/EMOTIONAL CHALLENGES DUE TO A COMPROMISED IMMUNE SYSTEM. DLF WORKS IN THE SAN FRANCISCO BAY AREA TO PROMOTE THE POWER OF TM TO PROFOUNDLY HEAL AND RESTORE THE LIVES OF INDIVIDUALS WHO LIVE WITH HIV/AIDS. DLF ALSO TEACHES TM TO PEOPLE WITH HIV THROUGH THE DESERT AIDS PROJECT IN PALM SPRINGS, CA.WASHINGTON, DC:THE MEDITATION CENTER (TMC) AT THEARC (TOWN HALL EDUCATION ARTS RECREATION CAMPUS) IS A DIVISION OF THE FOUNDATION'S CENTER FOR RESILIENCE. SINCE 2018, DLF HAS CONTINUED TO WORK IN PARTNERSHIP WITH 13 NATIONALLY ACCLAIMED ORGANIZATIONS BASED AT THEARC, AND WITH SEVERAL LONGSTANDING COMMUNITY-BASED ORGANIZATIONS TO PROVIDE TM COURSES AND ONGOING SUPPORT TO RESIDENTS WHO ARE VIOLENCE SURVIVORS IN ONE OF DC'S MOST UNDER-RESOURCED COMMUNITIES. COLLABORATIONS HAVE BEEN FOSTERED AND EXPANDED WITH ORGANIZATIONS SUCH AS: CHILDREN'S NATIONAL HEALTH SYSTEM, COMMUNITY OF HOPE, DC CENTRAL KITCHEN AND OTHERS. DLF ALSO TEACHES TM TO FIRST RESPONDERS AND VETERANS IN WASHINGTON, DC.MEDITATE NEW YORK: MEDITATE NEW YORK IS A PUBLIC-PRIVATE PARTNERSHIP WITH NONPROFIT ORGANIZATIONS SKILLED IN TEACHING DIFFERENT SCIENTIFICALLY-PROVEN MEDITATION TECHNIQUES TO NEW YORKERS IN NEED. DLF HAS RECEIVED GRANTS FROM THE NYPD, FDNY AND NYC MAJORS OFFICE DEPARTMENT OF VETERANS AFFAIRS. AWARENESS:THE FOUNDATION'S AWARENESS PROGRAM PRODUCES EVENTS TO INCREASE AWARENESS OF DLF AND EDUCATE THE PUBLIC ABOUT THE IMPACT AND BENEFITS OF TM. THE WORLD'S PREMIERE ARTISTS, DESIGNERS, AND MUSICIANS PARTICIPATE IN DLF'S GALAS, SPECIAL EVENTS, AND AUCTIONS. AUCTIONS OFFER ONE-OF-A-KIND NEW WORKS AND EXTRAORDINARY EXPERIENCES. FUNDS BENEFIT THE DLF'S PROGRAMS TO REDUCE TOXIC STRESS AND TRAUMA, AND IMPROVE THE QUALITY OF LIFE FOR UNDER-RESOURCED POPULATIONS. THE MEDITATION CENTER:THE MEDITATION CENTER (FORMERLY CALLED THE CENTER FOR HEALTH AND WELLNESS OR CENTER FOR LEADERSHIP AND PERFORMANCE), PROVIDES TM COURSES FOR NEW YORK CITY AND LOS ANGELES AREA BUSINESS PROFESSIONALS. THIS PROFESSIONAL DEVELOPMENT PROGRAM PROVIDES A TECHNIQUE TO OVERCOME STRESS, ENHANCE CREATIVITY, AND INCREASE STAMINA AND EFFICIENCY. THIS RESULTS IN GREATER PERFORMANCE IN THE WORKPLACE. THE PROGRAM PROVIDES ORGANIZATIONS AND THEIR EXECUTIVES THE OPPORTUNITY TO FULFILL AN IMPORTANT ASPECT OF WORKPLACE TRAINING AND WELLNESS INITIATIVES. DLF'S NEWEST PROGRAM EXPANSION IS AN ONSITE MEDITATION CENTER ON THE AMENITIES FLOOR AT THE 425 PARK AVENUE BUILDING, WHERE TENANTS IN THE BUILDING SUCH AS CITADEL AND HELLMAN & FRIEDMAN CAN EASILY LEARN TM.INTERNATIONAL PROGRAMS:THE FOUNDATION PROVIDES FUNDING TO TM PROGRAMS FOR UNDER-RESOURCED AND VULNERABLE POPULATIONS BEYOND THE UNITED STATES BY SUPPORTING TM TRAINING TO GROUPS IN ASIA, AFRICA, EUROPE AND LATIN AMERICA. 2720661 175973 265953 5606869 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 1 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 66 0 39 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL CA FL HI IL MA MD MI MS NC NJ NY SC TN VA WI X X X VELKY MARTE SVP FINANCE 2126449880 685 THIRD AVENUE 17TH FLOOR NEW YORK NY 10017 X ROBERT ROTH CHIEF EXECUTIVE OFFICER & DIRECT 41.00 X X 416152 0 17358 DAVID LYNCH CHAIRMAN THRU JAN 2025 1.00 X X 0 0 0 STEVEN CHANIN EXECUTIVE CHAIRMAN 8.00 X X 0 0 0 NANCY CHEMTOB SECRETARY 1.00 X X 0 0 0 PEGAH EASTON TREASURER 1.00 X X 0 0 0 MARK AXELOWITZ DIRECTOR 2.00 X 0 0 0 LARRY COMP DIRECTOR 1.00 X 0 0 0 MIKE FORMAN DIRECTOR 1.00 X 0 0 0 ROBERT C JONES DIRECTOR 1.00 X 0 0 0 NIGOL KOULAJIAN DIRECTOR 1.00 X 0 0 0 DR YOLANDA LEWIS-RAGLAND DIRECTOR 1.00 X 0 0 0 ARTHUR LIEBLER DIRECTOR 1.00 X 0 0 0 DR MARK S NESTOR DIRECTOR 1.00 X 0 0 0 JOANNA PLAFSKY DIRECTOR 1.00 X 0 0 0 SUNALI SHARMA DIRECTOR 1.00 X 0 0 0 ORIN SNYDER DIRECTOR 1.00 X 0 0 0 DR HASSAN TETTEH DIRECTOR 1.00 X 0 0 0 FREDDA PLESSER EXECUTIVE VP 40.00 X 340194 0 47422 WILLIAM GOLDSTEIN SECRETARY AND GENERAL COUNSEL - SEE SCH O 6.00 X 66000 0 0 VELKY MARTE SVP, FINANCE 32.00 X 162058 0 22211 VINCENT DECRESCENZO VP, FIRST RESPONDER/VETERANS PROGRAMS 40.00 X 154859 0 26088 HAYLEY HANNA VP, PROGRAMS & PARTNERSHIPS 40.00 X 170089 0 2351 ADAM FRIEDMAN VP, PROGRAMS & PARTNERSHIPS 40.00 X 157133 0 42595 LYNN KAPLAN REGIONAL DIRECTOR, LA 40.00 X 152250 0 443 1618735 0 158468 13 0 1 0 MAHARISHI FOUNDATION 1100 UNIVERSITY MANOR DRIVE B-35 FAIRFIELD IA 52556 TM TEACHING SERVICE 241550 STUART ROTHENBERG 4404 WINDOM PLACE NORTHWEST WASHINGTON DC 20016 MEDICAL LEADERSHIP CONSULTING 115425 THE FILMOSOPHERS LLC 1804 B PADMAVANI LANE UNIT B MAHARISHI VEDIC CITY IA 52556 STRATEGIC DEVELOPMENT SOLUTIONS 108000 3 82135 636359 97433 6397335 50045 7213262 EDUCATION/INSTRUCTION FEES 611710 378428 378428 378428 53813 53813 43710 43710 91912 115799 -23887 -23887 -23887 29500 636359 427763 -398263 -398263 OTHER REVENUE 900099 960 960 960 7268023 422138 0 -367377 196823 196823 19600 19600 823378 670350 106474 46554 2811617 2048209 365263 398145 324243 238195 41170 44878 274041 208006 31594 34441 984 814 170 29249 13896 15353 17500 17500 65720 65720 284663 249685 27795 7183 3930 42 41 3847 262130 166845 48038 47247 306048 169941 34387 101720 704050 250625 348957 104468 189664 139982 27257 22425 41999 35755 6244 17189 17189 101838 65806 36032 TEACHING/LICENSING FEES 526762 526762 PROGRAM RESEARCH/OTHER 400366 398157 1822 387 PRODUCTION MEDIA 203771 165088 18074 20609 CULTIVATION EXPENSES 30336 18267 1355 10714 30188 24021 3748 2419 7666089 5606869 1148293 910927 203212 225391 1650618 2996540 6118242 7760686 143822 97825 301843 264004 85096 37839 552841 2145762 8753831 13264043 513032 391666 0 3000000 369608 2424252 882640 5815918 X 2483331 -62475 5387860 7510600 7871191 7448125 8753831 13264043 X -398066 -25000 X X 0 1 X 1 0 X 7074106 8357989 9308620 8435097 7239120 40414932 7074106 8357989 9308620 8435097 7239120 40414932 11015437 29399495 253406 254069 315506 390372 53813 1267166 960 960 41683058 1765254 0.70530 0.67250 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2024 AMOUNT: $ 960. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 17500 17500 0 PART II-B, LINE 1: STRATEGIC GUIDANCE AND FEDERAL GOVERNMENT AFFAIRS SERVICES. 214277 193071 21206 87566 70933 16633 37839 SECURITY DEPOSITS 16389 RIGHT OF USE ASSET 2129373 2145762 LEASE LIABILITY 2424252 2424252 X 7458822 75000 115799 190799 7268023 0 7268023 7881888 75000 140799 215799 7666089 0 7666089 PART X, LINE 2: THE FOUNDATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO JUNE 30, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASSED RENTAL EXPENSES FROM PART IX 115,799. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASSED RENTAL EXPENSES FROM PART IX 115,799. UNCOLLECTIBLE PLEDGE WRITE OFF 25,000. 1 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 19600 0 0 0 0 0 0 19600 0 19600 MIDDLE EAST AND NORTH AFRICA CONSCIOUSNESS-BASED EDUCATION 19600 WIRE TRANSFER 0 1 0 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION HAS PROCEDURES FOR MONITORING THE USE OF ITS GRANT FUNDS. GRANT MONITORING INCLUDES PERIODIC REPORTS TO ENSURE THAT THE PROJECTED NUMBER OF INDIVIDUALS TO BE INSTRUCTED HAVE IN FACT BEEN INSTRUCTED. IN ADDITION, ANNUAL REPORTS ARE REQUIRED WHICH INCLUDE A FINANCIAL ACCOUNTING OF EXPENDITURES IN SUPPORT OF THE PROGRAMS. PART I, LINE 3: THE ORGANIZATION USES THE ACCRUAL METHOD OF ACCOUNTING TO ACCOUNT FOR EXPENDITURES. X X X X X X X 1 PITCH LLC 2238 WASHINGTON AVE SUITE 202 SILVER SPRING MD 20910 GRANT WRITER / FUNDRAISING DEVELOPMENT 0 160000 65720 94280 160000 65720 94280 AL CA CO CT DC FL HI IL MA MD MI MS NJ NY NC SC TN VA WI ANNUAL GALA 640001 610501 29500 76393 88370 57149 205851 AUCTION 22560 22560 1 3298 3298 665859 636359 29500 76393 88370 57149 205851 427763 -398263 SCHEDULE G, PART I, LINE 2B, COLUMN (V) PITCH, LLC: THE AGREEMENT PROVIDES FOR TWELVE MONTHS OF PAYMENT FOR SERVICES AT A RATE OF $5,000/MONTH FOR JULY - DECEMBER AND A RATE OF $6,500/MONTH FOR JANUARY - JUNE FOR A TOTAL OF 180 HOURS. THE AGREEMENT DOES NOT PROVIDE FOR THE PAYMENT OF EXPENSES. 1 MAHARISHI FOUNDATION USA INC PO BOX 670 FAIRFIELD IA 52556 043196447 501(C)(3) 162499 0 CONSCIOUSNESS-BASED EDUCATION GLOBAL MOTHER DIVINE ORGANIZATION USA 1770 BRAHMANANDA SARASWATI BOULEVARD FAIRFIELD IA 52556 262862425 501(C)(3) 34000 0 CONSCIOUSNESS-BASED EDUCATION 2 0 PART I, LINE 2: THE ORGANIZATION HAS PROCEDURES FOR MONITORING THE USE OF ITS GRANT FUNDS. GRANT MONITORING INCLUDES PERIODIC REPORTS TO ENSURE THAT THE PROJECTED NUMBER OF INDIVIDUALS TO BE INSTRUCTED HAVE IN FACT BEEN INSTRUCTED. IN ADDITION, ANNUAL REPORTS ARE REQUIRED WHICH INCLUDE A FINANCIAL ACCOUNTING OF EXPENDITURES IN SUPPORT OF THE PROGRAMS. X X X X X 0 0 0 0 0 0 0 1 0 ROBERT ROTH CHIEF EXECUTIVE OFFICER & DIRECT 366152 0 50000 0 0 0 0 0 17358 0 433510 0 0 0 FREDDA PLESSER EXECUTIVE VP 289798 0 50000 0 396 0 0 0 47422 0 387616 0 0 0 ADAM FRIEDMAN VP, PROGRAMS & PARTNERSHIPS 156875 0 0 0 258 0 0 0 42595 0 199728 0 0 0 VELKY MARTE SVP, FINANCE 161920 0 0 0 138 0 0 0 22211 0 184269 0 0 0 VINCENT DECRESCENZO VP, FIRST RESPONDER/VETERANS PROGRAM 154601 0 0 0 258 0 0 0 26088 0 180947 0 0 0 HAYLEY HANNA VP, PROGRAMS & PARTNERSHIPS 170029 0 0 0 60 0 0 0 2351 0 172440 0 0 0 LYNN KAPLAN REGIONAL DIRECTOR, LA 152250 0 0 0 0 0 0 0 443 0 152693 0 0 0 PART I, LINE 7 THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER & DIRECTOR AND EXECUTIVE VP RECEIVED DISCRETIONARY BONUSES DURING THE 2024 CALENDAR YEAR. X 3 27485 AVG. SELLING PRICE X TICKETS 3 22560 COST 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS SENT TO THE BOARD OF DIRECTORS FOR ANY COMMENTS. ANY COMMENTS ARE THEN SUMMARIZED AND PROVIDED TO THE OUTSIDE ACCOUNTANTS. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY APPLICABLE TO ALL BOARD MEMBERS, OFFICERS AND MEMBERS OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. ALL APPLICABLE INDIVIDUALS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST AGREEMENT ANNUALLY, DISCLOSING THE EXISTENCE OF THE FINANCIAL INTEREST AND ARE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF ALL MATERIAL FACTS, AND AFTER ANY DISCUSSIONS WITH THE INTERESTED PERSON, HE/SHE LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING DISINTERESTED BOARD MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS BY A MAJORITY VOTE. THE CHAIRPERSON OF THE GOVERNING BOARD APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. PERSONS HAVING ACTUAL OR APPARENT CONFLICTS MUST RECUSE THEMSELVES FROM DELIBERATIONS AND VOTING ON MATTERS GIVING RISE TO SUCH CONFLICT. DELIBERATION AND DECISIONS ARE RECORDED IN THE MINUTES OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE TOP EXECUTIVE, THE CHIEF EXECUTIVE OFFICER (CEO), IS FIRST CONDUCTED AT THE BOARD LEVEL IN COORDINATION WITH THE FINANCE COMMITTEE AND THE EXECUTIVE VP (EVP). THE EVP THEN ASSESSES THE MARKET RATE OF THE CEO'S SALARY WITH A THIRD-PARTY INDEPENDENT COMPENSATION CONSULTANT. IN ADDITION, OTHER COMPARABLE ORGANIZATION'S FORM 990 AND NONPROFIT COMPENSATION REPORTS AND STUDIES ARE REVIEWED. THE BOARD MEMBERS VOTE AND APPROVE THE CEO'S SALARY. COMPENSATION FOR THE EXECUTIVE VP IS ASSESSED USING COMPARABILITY DATA, THEN APPROVED AND DOCUMENTED DURING THE EXECUTIVE SESSION OF THE BOARD OF DIRECTORS' YEAR-END MEETING. APPROVAL IS CONDUCTED ANNUALLY AND DOCUMENTED THROUGH THE ADOPTION OF THE FISCAL YEAR BUDGET. THE LAST REVIEW PROCESS TOOK PLACE IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 1023 AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE FOUNDATION'S WEBSITE. PART VII, SECTION A: COMPENSATION REPORTED IN PART VII FOR SECRETARY WILLIAM GOLDSTEIN WAS FOR LEGAL SERVICES PROVIDED TO THE ORGANIZATION RATHER THAN FOR HIS SERVICES AS A BOARD MEMBER. HIS ROLE WAS AS GENERAL COUNSEL. HE SPENT FIVE HOURS PER WEEK AS AN INDEPENDENT CONTRACTOR AND ONE HOUR PER WEEK AS SECRETARY. FORM 990, PART XI, LINE 9: UNCOLLECTIBLE PLEDGE WRITE OFF -25,000. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.