2024-11-14T15:20:29-06:00 2023-12-31 141555429 UHY ADVISORS NORTHEAST INC 14 WEST PLAIN STREET WAYLAND MA 01778 990EZ 2023-01-01 814341128 WISDOM LOTUS FOUNDATION INC WISD 6175744134 5 LONG MEADOW ROAD LINCOLN MA 01773 LISETTE COOPER PRESIDENT 6175744134 2024-11-04 1 0 REBECCA A DEWOLFE P01539582 5086501122 2024-11-04 2023 2024-10-15 13:58:12Z X WWW.WISDOMLOTUSFOUNDATION.ORG X X 159620 X 156322 3298 159620 89322 27714 12384 6945 136365 23255 68123 0 91378 X 2563 22520 65560 68858 68123 91378 0 0 68123 91378 X THE FOUNDATION IS ENGAGED IN ACTIVITIES PROMOTING AND SUPPORTING THE PRACTICE, STUDY, UNDERSTANDING AND APPLICATION OF CONTEMPLATIVE PRACTICES AND WISDOM TRADITIONS, INCLUDING BUT NOT LIMITED TO TRADITIONAL AND MODERN FORMS OF MEDITATION, YOGA, BUDDHISM, DEVOTION, AND ETHICAL PRACTICES, AND TO ENGAGE IN ACTIVITES FUTHERING THE PRESERVATION OF TEACHINGS AND OTHER SOURCE MATERIALS RELATED TO TRADITIONAL PRACTICES AND TRADITIONS, AS WELL AS SUPPORTING SECULAR INTERPRETATION OF THESE PRACTICES SUITABLE FOR USE IN MODERN SOCIETY. CONTRIBUTIONS PROVIDED TO PROMOTE AND SUPPORT THE PRACTICE, STUDY, UNDERSTANDING AND APPLICATION OF CONTEMPLATIVE PRACTICES AND WISDOM TRADITIONS, INCLUDING BUT NOT LIMITED TO TRADITIONAL AND MODERN FORMS OF MEDITATION, YOGA, BUDDHISM, DEVOTION, AND ETHICAL PRACTICES, AND TO SUPPORT THE ENGAGEMENT IN ACTIVITES FUTHERING THE PRESERVATION OF TEACHINGS AND OTHER SOURCE MATERIALS RELATED TO TRADITIONAL PRACTICES AND TRADITIONS, AS WELL AS SUPPORT SECULAR INTERPRETATION OF THESE PRACTICES SUITABLE FOR USE IN MODERN SOCIETY. 63185 420 MICHAEL PASSOFF IS CEO OF PROXY IMPACT. HE HAS A CAREER IN ACTIVISM, ADVOCACY, AND EDUCATION. PASSOFF'S ACTIVISM IS AROUND TRYING TO GET CORPORATIONS TO BE MORE RESPONSIBLE AROUND ISSUES OF EQUITY, JUSTICE, POVERTY, AND PRESSING SOCIAL ISSUES. PASSOFF STAYS CURRENT AROUND REGULATIONS AND RELEVANT CURRENT SECTOR DATA AND PARTICIPATES IN AND CONDUCTS RESEARCH, PLANNING, AND NETWORKING. WISDOM LOTUS FOUNDATION ENGAGED PASSOFF TO ASSIST WITH THE WOMEN'S INCLUSION PROJECT BECAUSE OF HIS EXTENSIVE EXPERIENCE. PASSOFF NEGOTIATED WITH COMPANIES ON BEHALF OF WOMEN AND CHILDREN, AND OTHER UNDERSERVED AND UNDERRECOGNIZED GROUPS, PROVIDING MEMO SUMMARIES AND MEETING WITH THE GROUP. HIS UNIQUE EXPERIENCE MAKES A DIFFERENCE AND IS REQUIRED TO MAKE A DIFFERENCE AT SUCH A HIGH THRESHOLD. PASSOFF PROVIDES EXPERTISE AROUND ADVOCACY EFFORTS DONE IN COLLABORATION WITH A GENDER LENS, SOCIALLY RESPONSIBLE, FAITH-BASED, AND IMPACT INVESTORS, AS WELL AS WITH SHAREHOLDER NETWORKS, ACADEMICS, AND NGOS. HE HAS HELPED WITH SEVERAL SUCCESSFUL ENGAGEMENTS, TALKING WITH AND EDUCATING COMPANIES, US, AND OTHER SHAREHOLDERS. 26137 26137 26557 LISETTE COOPER PRESIDENT/TREASURER 3.00 0 0 0 SARAH NITSCHKE CLERK 12.00 27714 0 0 JOHN SCOTT KETO DIRECTOR 2.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MA SARAH NITSCHKE 3016 MARY KAY LANE GLENVIEW IL 60026 2188315589 1 UK 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 98500 129977 103223 137925 156322 625947 98500 129977 103223 137925 156322 625947 483981 141966 625947 0.22680 0.18860 X THE ORGANIZATION IS STILL FAIRLY NEW AND WERE PRESENTED WITH SOME CHALLENGES WITH COVID IN THE LAST FEW YEARS. THE ORGANIZATION IS GOING THROUGH A TRANSITION PERIOD AND HAS BEEN MORE ACTIVE IN GAINING MORE OUTSIDE CONTRIBUTIONS FROM THE PUBLIC AND ACTIVELY PURSUING SPONSORSHIP AND PARTNERS WITH OTHER CHARITABLE ORGANIZATIONS WITH THE SAME MISSION AND GOALS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: TIBETAN MONASTERY BONDS. AMOUNT: 3,298. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SUPPORT OF THE ORGANIZATION'S PRIMARY MISSION. GRANTEE NAME: IVY CHILD. GRANTEE ADDRESS: 154 CENTRE ST. DORCHESTER, MA 02124. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/08/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SUPPORT OF THE ORGANIZATION'S PRIMARY MISSION. GRANTEE NAME: UNIVERSITY OF WI MADISON - CENTER FOR HEALTH GRANTEE NAME: UNIVERSITY OF WI MADISON - CENTER FOR HEALTH. GRANTEE ADDRESS: 625 W. WASHINGTON AVE. MADISON, WI 53703. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/22/23. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SUPPORT OF THE ORGANIZATION'S PRIMARY MISSION. GRANTEE NAME: PROXY IMPACT: MICHAEL PASSOFF. GRANTEE ADDRESS: 5011 ESMOND AVE. RICHMOND, CA 94805. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/29/23. AMOUNT GIVEN: 26,137. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SUPPORT OF THE ORGANIZATION'S PRIMARY MISSION. GRANTEE NAME: THE TIBET FUND. GRANTEE ADDRESS: 241 EAST 32ND ST. NEW YORK, NY 10016. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/18/23. AMOUNT GIVEN: 57,185. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 89,322. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: PAYROLL TAXES. AMOUNT: 2,540. DESCRIPTION: OFFICE. AMOUNT: 1,724. DESCRIPTION: INSURANCE. AMOUNT: 506. DESCRIPTION: BANK AND OTHER FEES. AMOUNT: 1,316. DESCRIPTION: FILING FEES. AMOUNT: 90. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 661. DESCRIPTION: TRAVEL. AMOUNT: 108. TOTAL TO FORM 990-EZ, LINE 16: 6,945. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: INVESTMENT IN TIBETAN MONASTERY SERVICES LIMITED. BEG. OF YEAR AMOUNT: 65,560. END OF YEAR AMOUNT: 68,858. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.