Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
THE SUNDARI FOUNDATION INC
Employer identification number
81-0652266
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
798,571
657,926
1,213,383
1,919,815
2,127,543
6,717,238
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
798,571
657,926
1,213,383
1,919,815
2,127,543
6,717,238
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
114,239
6
Public Support. Subtract line 5 from line 4.
6,602,999
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
7
Amounts from line 4..
798,571
657,926
1,213,383
1,919,815
2,127,543
6,717,238
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
20,140
10,514
6,269
2,075
762
39,760
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
74,833
345,564
64,093
-3,342
15,894
497,042
11
Total support (Add lines 7 through 10).
7,254,040
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
446,962
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
91.030 %
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
87.300 %
16a
33 1/3% support test—2011.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2010.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2011.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public Support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13
Total support (Add lines 9, 10c, 11 and 12.).
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2011 (line 8 column (f) divided by line 13 column (f))
.........
15
16
Public support percentage from 2010 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2011 (line 10c column (f) divided by line 13 column (f))
......
17
18
Investment income percentage from 2010 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2011.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2010.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2011
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
THE SUNDARI FOUNDATION INC
Employer identification number
81-0652266
Identifier
Return Reference
Explanation
ORGANIZATION'S MISSION
FORM 990 - ORGANIZATION'S MISSION
THE FOUNDATION IS ORGANIZED FOR CHARITABLE AND EDUCATIONAL PURPOSES, INCLUDING SPECIFICALLY, PROVIDING RELIEF TO HOMELESS, POOR, DISTRESSED AND DISADVANTAGED WOMEN AND CHILDREN. BY WAY OF EXAMPLE, SUCH RELIEF IS INTENDED TO INCLUDE (A) PROVISION OF BASIC HUMAN SERVICES AND RESOURCES FOR WOMEN, SUCH AS SHELTER, HOUSING, FOOD, BASIC SKILLS AND JOB TRAINING; (B) DEFENSE AND ADVANCEMENT OF HUMAN AND CIVIL RIGHTS SECURED BY LAW; (C) ADVANCEMENT OF EDUCATION, ELIMINATION OF PREJUDICE AND DISCRIMINATION, AND PROMOTION OF ENLIGHTENED SOCIAL CONSCIOUSNESS OF AND FOR THEIR DIGNITY, HUMANITY AND NEEDS; (D) COMBATING COMMUNITY DETERIORATION AND JUVENILE DELINQUENCY; (E) CREATION AND MAINTENANCE OF PARKS AND RECREATION, FEATURING WOMEN IN THE ARTS, FOR THE BENEFIT OF URBAN NEIGHBORHOODS AND COMMUNITIES; AND (F) PROVIDING RESOURCES FOR THE EMPOWERMENT OF DISENFRANCHISED WOMEN, INCLUDING SIGNIFICANT ACTIVITIES OF WHOLLY OWNED SUBSIDIARIES, LOTUS HOUSE THRIFT, LLC, LOTUS WELLNESS CENTER, LLC AND ART LIVE FAIR, LLC.
FIRST ACCOMPLISHMENT DESCRIPTION
FORM 990, PAGE 2, PART III, LINE 4A
ITS EFFORTS ON PROVIDING RELIEF TO HOMELESS, POOR, DISTRESSED AND DISADVANTAGED WOMEN AND CHILDREN. IT ESTABLISHED LOTUS HOUSE AS A PROTOTYPE WOMEN'S RESOURCE CENTER AND TRANSITIONAL HOUSING FACILITY, PROVIDING BASIC HUMAN SERVICES AND RESOURCES TO HOMELESS, POOR, DISTRESSED AND DISADVANTAGED WOMEN IN MIAMI-DADE COUNTY. IT ELECTED NOT TO FURTHER PURSUE ASSISTANCE TO THE SCHOOL PROJECT OF THE THEODORE GIBSON FOUNDATION WHICH WAS IN THE PLANNING STAGES.
ALL OTHER ACCOMPLISHMENT DESCRIPTION
FORM 990, PAGE 2, PART III, LINE 4D
THROUGH ITS WHOLLY OWNED SUBSIDIARY LOTUS WELLNESS CENTER, LLC, THE FOUNDATION ESTABLISHED A FREE, VOLUNTEER, HEALTH AND WELLNESS CLINIC IN FURTHERANCE OF THE FOUNDATION'S CHARITABLE AND EDUCATIONAL PURPOSES.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
FORM 990, PAGE 6, PART VI, LINE 11B
THE DRAFT OF FORM 990 WAS PROVIDED TO THE BOARD FOR REVIEW AND COMMENT, PRIOR TO FILING, IN ADDITION TO BEING REVIEWED AND APPROVED BY THE PRESIDENT OF THE FOUNDATION.
ENFORCEMENT OF CONFLICTS POLICY
FORM 990, PAGE 6, PART VI, LINE 12C
NO OFFICER OR EMPLOYEE SHALL SOLICIT OR ACCEPT ANY GIFT, GRATUITY, FAVOR, COMPENSATION, OR ANYTHING OF VALUE, IN CASH OR IN KIND, FROM ANY EXISTING OR PROSPECTIVE CONTRACTOR OR RECIPIENT OR BENEFICIARY OF EXPENDITURES OF THE FUND, EXCEPT FOR A GIFT THAT IS AN UNSOLICITED ITEM OF NOMINAL VALUE OR AS OTHERWISE MAY BE FULLY DISCLOSED TO AND EXPRESSLY APPROVED BY THE BOARD. NO OFFICER, EMPLOYEE OR AGENT MAY PARTICIPATE IN THE SELECTION, AWARD OR ADMINISTRATION OF A CONTRACT SUPPORTED BY GRANT PROGRAM FUNDS FROM GOVERNMENTAL SOURCES IF A REAL OR APPARENT CONFLICT OF INTEREST WOULD BE INVOLVED. SUCH A CONFLICT MAY ARISE WHEN ANY OF THE FOLLOWING PARTIES HAS A FINANCIAL OR OTHER INTEREST IN THE FIRM SELECTED FOR THE AWARD: AN EMPLOYEE, OFFICER OR AGENT OF THE FUND; ANY MEMBER OF AN EMPLOYEE'S, OFFICER'S OR AGENT'S IMMEDIATE FAMILY; AN EMPLOYEE'S, AGENT'S OR OFFICER'S PARTNER; OR AN ORGANIZATION WHICH EMPLOYS OR IS ABOUT TO EMPLOY ANY OF THE PARTIES IN THE PRECEDING SECTIONS.
COMPENSATION PROCESS FOR TOP OFFICIAL
FORM 990, PAGE 6, PART VI, LINE 15A
SPECIAL PROCEDURES ARE IN PLACE FOR BOARD REVIEW IF THERE SHOULD BE A COMPENSATION LEVEL FOR AN EMPLOYEE EXCEEDING 55,000. COMPENSATION FOR ALL EMPLOYEES IS REVIEWED AND SUBJECT TO BOARD APPROVAL ANNUALLY.
COMPENSATION PROCESS FOR OFFICERS
FORM 990, PAGE 6, PART VI, LINE 15B
SPECIAL PROCEDURES ARE IN PLACE FOR BOARD REVIEW IF THERE SHOULD BE A COMPENSATION LEVEL FOR AN EMPLOYEE EXCEEDING 55,000. COMPENSATION FOR ALL EMPLOYEES IS REVIEWED AND SUBJECT TO BOARD APPROVAL ANNUALLY.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
FORM 990, PAGE 6, PART VI, LINE 19
THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THIS INFORMATION IS ALSO POSTED ON GUIDESTAR'S WEBSITE.
OTHER CHANGES IN NET ASSETS EXPLANATION
FORM 990, PART XI, LINE 5
THE NET CHANGE OF 800,959 IN THE FUND BALANCE IS COMPRISED OF THE FOLLOWING: THE DECREASE OF 67,715 IN FUND BALANCES IS A PRIOR PERIOD ADJUSTMENT FOR SUNDARI FOUNDATION, INC. THE DECREASE REFLECTS THE CORRECT EXPENDITURE OF ART INVENTORY THAT WAS INADVERTENTLY REPORTED AS AN ASSET ON THE BALANCE SHEET. THE SUNDARI FOUNDATION, INC. DOES NOT HOLD ART AS INVENTORY, THEREFORE, INKIND ART DONATIONS SHOULD BE REPORTED AS INKIND ART EXPENDITURES. THE REMAINDER CHANGE OF 733,244 REPRESENTS RECONCILING ITEMS BETWEEN THE FORM 990 AND THE AUDITED FINANCIAL STATEMENTS (SEE SCHEDULE D FOR THE RECONCILIATION).
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.