2024-11-15T15:39:26-06:00 2023-12-31 130436940 ANCHIN BLOCK & ANCHIN LLP 3 TIMES SQUARE NEW YORK NY 10036 990 2023-01-01 371856584 UPLIFT FOUNDATION UPLI 2128403456 CO BH FAMILY 200 S WILCOX ST 23 CASTLE ROCK CO 80104 ELIZABETH MORGAN DIRECTOR 2128403456 2024-11-15 1 1 EDWARD KIM P00902093 2128403456 2024-11-15 2023 2024-10-15 13:58:12Z ELIZABETH MORGAN C/O BH FAMILY 200 S WILCOX ST 230 CASTLE ROCK CO 80104 603751 0 X N/A X 2017 TX UPLIFT FOUNDATION WAS ORGANIZED EXCLUSIVELY TO MAKE GIFTS OF ITS INCOME AND MUCH OF ITS PRINCIPAL AS THE DIRECTORS DETERMINE CONSISTENT WITH SECTION 4942 OF THE INTERNAL REVENUE CODE TO SUCH TAX-EXEMPT RELIGIOUS, CHARITABLE, HOLISTIC HEALTH, SCIENTIFIC, LITERARY, ENVIRONMENTAL, AND EDUCATIONAL INSTITUTIONS AS THE DIRECTORS, IN THEIR SOLE DISCRETION, SHALL SELECT. 4 4 0 0 0 0 0 598334 0 0 -252078 5417 5886 0 -246192 603751 46205 93700 0 0 0 0 0 0 0 370328 1030814 416533 1124514 -662725 -520763 552548 42785 0 0 552548 42785 X UPLIFT FOUNDATION WAS ORGANIZED EXCLUSIVELY TO MAKE GIFTS OF ITS INCOME AND MUCH OF ITS PRINCIPAL AS THE DIRECTORS DETERMINE CONSISTENT WITH SECTION 4942 OF THE INTERNAL REVENUE CODE TO SUCH TAX-EXEMPT RELIGIOUS, CHARITABLE, HOLISTIC HEALTH, SCIENTIFIC, LITERARY, ENVIRONMENTAL, AND EDUCATIONAL INSTITUTIONS AS THE DIRECTORS, IN THEIR SOLE DISCRETION, SHALL SELECT. 0 0 552420 93700 TO SUPPORT ORGANIZATIONS SUCH AS TAX-EXEMPT RELIGIOUS, CHARITABLE, HOLISTIC HEALTH, SCIENTIFIC, LITERARY, ENVIRONMENTAL, AND EDUCATIONAL INSTITUTIONS THROUGH CASH GIFTS. 552420 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 AS 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X ANCHIN BLOCK & ANCHIN LLP 2128403456 3 TIMES SQUARE NEW YORK NY 10036 ODED KADOSH DIRECTOR AND VICE PRESIDENT 1.25 X 0 0 0 ELIZABETH MORGAN DIRECTOR AND SECRETARY 1.25 X 0 0 0 HOLLY LEV DIRECTOR AND PRESIDENT 1.25 X 0 0 0 DAVID BRAND DIRECTOR, VICE PRESIDENT, AND TREASURER 1.25 X 0 0 0 0 0 0 0 0 0 0 0 320000 278334 598334 5417 5417 603751 0 0 5417 X 93700 93700 21548 21548 47350 47350 389883 389883 26197 26197 2235 2235 WRITEOFF THRIVE II LLC 500000 500000 DUES & SUBSCRIPTIONS 42195 42195 FILING FEES 900 900 BANK FEES 445 445 61 61 1124514 552420 572094 0 52548 42785 500000 552548 42785 0 0 X 0 0 0 0 552548 42785 552548 42785 552548 42785 X -520763 11000 X 0 0 0 X 10000 1900099 760264 609334 3279697 10000 1900099 760264 609334 3279697 3279697 40 40 50 14448 6072 81255 5417 107242 3386979 0.96830 0.96490 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2019 AMOUNT: $ 50. 2020 AMOUNT: $ 14,448. 2021 AMOUNT: $ 6,072. 2022 AMOUNT: $ 81,255. 2023 AMOUNT: $ 5,417. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, GRANTS TO RECIPIENTS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE PBS FOUNDATION 1225 S CLARK ST ARLINGTON VA 22202 520899215 5000 0 UPLIFT FOUNDATION WAS ORGANIZED EXCLUSIVELY TO MAKE GIFTS OF ITS INCOME AND MUCH OF ITS PRINCIPAL AS THE DIRECTORS DETERMINE CONSISTENT WITH SECTION 4942 OF THE INTERNAL REVENUE CODE TO SUCH TAX-EXEMPT RELIGIOUS, CHARITABLE, HOLISTIC HEALTH, SCIENTIFIC, LITERARY, ENVIRONMENTAL, AND EDUCATIONAL INSTITUTIONS AS THE DIRECTORS, IN THEIR SOLE DISCRETION, SHALL SELECT. HUMMINGBIRD TRANSFORMATIONAL LIVING CENTER 132 COUNTY ROAD B028 CLEVELAND NM 87715 814104841 20000 0 UPLIFT FOUNDATION WAS ORGANIZED EXCLUSIVELY TO MAKE GIFTS OF ITS INCOME AND MUCH OF ITS PRINCIPAL AS THE DIRECTORS DETERMINE CONSISTENT WITH SECTION 4942 OF THE INTERNAL REVENUE CODE TO SUCH TAX-EXEMPT RELIGIOUS, CHARITABLE, HOLISTIC HEALTH, SCIENTIFIC, LITERARY, ENVIRONMENTAL, AND EDUCATIONAL INSTITUTIONS AS THE DIRECTORS, IN THEIR SOLE DISCRETION, SHALL SELECT. DOTERRA HEALING HANDS 389 S 1300 W PLEASANT GROVE UT 84062 272840005 3700 0 UPLIFT FOUNDATION WAS ORGANIZED EXCLUSIVELY TO MAKE GIFTS OF ITS INCOME AND MUCH OF ITS PRINCIPAL AS THE DIRECTORS DETERMINE CONSISTENT WITH SECTION 4942 OF THE INTERNAL REVENUE CODE TO SUCH TAX-EXEMPT RELIGIOUS, CHARITABLE, HOLISTIC HEALTH, SCIENTIFIC, LITERARY, ENVIRONMENTAL, AND EDUCATIONAL INSTITUTIONS AS THE DIRECTORS, IN THEIR SOLE DISCRETION, SHALL SELECT. KATAMON CLUB (CENTRAL FUND OF IL)ISRAEL 461 CENTRAL AVE CEDARHURST NY 11516 132992985 65000 0 UPLIFT FOUNDATION WAS ORGANIZED EXCLUSIVELY TO MAKE GIFTS OF ITS INCOME AND MUCH OF ITS PRINCIPAL AS THE DIRECTORS DETERMINE CONSISTENT WITH SECTION 4942 OF THE INTERNAL REVENUE CODE TO SUCH TAX-EXEMPT RELIGIOUS, CHARITABLE, HOLISTIC HEALTH, SCIENTIFIC, LITERARY, ENVIRONMENTAL, AND EDUCATIONAL INSTITUTIONS AS THE DIRECTORS, IN THEIR SOLE DISCRETION, SHALL SELECT. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S MANAGEMENT PREPARES THE INFORMATION FOR THE FORM 990 AND THE OUTSIDE CERTIFIED PUBLIC ACCOUNTING FIRM PREPARES THE 990. A DRAFT FORM 990 IS PRESENTED BY MANAGEMENT AT THE FINANCE COMMITTE MEETING. THE FINANCE COMMITTE REVIEWS THE DOCUMENT WITH MANAGEMENT AND THEN APPROVES THE DOCUMENT FOR SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, OFFICER, OR MEMBER OF A COMMITTEE WITH POWERS DELEGATED BY THE BOARD OF DIRECTORS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, AS DEFINED BELOW, IS AN INTERESTED PERSON. A PERSON HAS A FINANCIAL INTEREST IF THE PERSON HAS, DIRECTLY OR INDIRECTLY, THROUGH BUSINESS, INVESTMENT, OR FAMILY: (1) AN OWNERSHIP OR INVESTMENT INTEREST IN ANY ENTITY WITH WHICH THE FOUNDATION HAS A TRANSACTION OR ARRANGEMENT; (2) A COMPENSATION ARRANGEMENT WITH THE FOUNDATION OR WITH ANY ENTITY OR INDIVIDUAL WITH WHICH THE FOUNDATION HAS A TRANSACTION OR ARRANGEMENT; OR (3) A POTENTIAL OWNERSHIP OR INVESTMENT INTEREST IN, OR COMPENSATION ARRANGEMENT WITH, ANY ENTITY OR INDIVIDUAL WITH WHICH THE FOUNDATION IS NEGOTIATING A TRANSACTION OR ARRANGEMENT. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH POWERS DELEGATED BY THE BOARD OF DIRECTORS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, POTENTIALLY INTERESTED PERSON SHALL LEAVE THE BOARD OF DIRECTORS OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE POLICY IS DISCUSSED AT THE BOARD MINUTES ON A REGULAR BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THEIR FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST AVAILABLE AS REQUESTED BY OUTSIDE AGENCIES AND THE GENERAL PUBLIC. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 389,883. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 389,883. FORM 990, PART XI, LINE 9: TRANSFER FROM UPLIFT MEDIA 11,000. UPLIFT HOLDINGS LLC C/O BH FAMILY 200 S WILCOX ST 230 CASTLE ROCK CO 80104 814758180 HOLDING COMPANY DE UPLIFT FOUNDATION UPLIFT EVENTS LLC C/O BH FAMILY 200 S WILCOX ST 230 CASTLE ROCK CO 80104 320531197 EVENTS DE UPLIFT FOUNDATION UPLIFT ENTERPRISE LLC C/O BH FAMILY 200 S WILCOX ST 230 CASTLE ROCK CO 80104 364866838 INTELLECTUAL PROPERTY DE UPLIFT FOUNDATION UPLIFT MEDIA PVT LTD C/O BH FAMILY 200 S WILCOX ST 230 CASTLE ROCK CO 80104 981342376 MEDIA AS UPLIFT FOUNDATION UPLIFT RETREATS C/O BH FAMILY 200 S WILCOX ST 230 CASTLE ROCK CO 80104 HOSPITALITY AS UPLIFT FOUNDATION UPLIFT MIDDLE EAST C/O BAKER TILLY US 1 PENN PLAZA - S NEW YORK NY 10119 SOCIAL ACTIVITIES IS UPLIFT FOUNDATION C 1.00000 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BET LEV FOUNDATION C 320000 CASH CONTRIBUTION UPLIFT MEDIA PVT LTD C 11000 CASH CONTRIBUTION