FREDERICK P LENZ FOUNDATION FOR AMERICAN BUDDHISM: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FREDERICK P LENZ FOUNDATION FOR AMERICAN BUDDHISM (EIN 13-4014022)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-26
- IRS object ID
- 202412089349100716
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-26T14:49:18-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261518255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPIRIANT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD STE 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900253328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134014022 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FREDERICK P LENZ FOUNDATION FOR | BusinessNameLine1Txt |
| Business Name Line2 | AMERICAN BUDDHISM | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 3102016577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA LEWINSON | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3102016577 | PhoneNum |
| Signature | 2024-07-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MOHAMMADALI ROUZEGARIAN | PreparerPersonNm |
| PTIN | P01620722 | PTIN |
| Phone | 3108064000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,729,247 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $434,431 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $421,152 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $421,152 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $137,043 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,126,825 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $137,043 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,396 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,396 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $995,022 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $560,591 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $206,007 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,781 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $179,226 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $63,727 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,559 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $54,168 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,743 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,611 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $26,132 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $101,879 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,370 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $39,509 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,259 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,123 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $7,110 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61,649 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,951 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $59,698 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $479,264 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $111,395 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $365,843 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $339,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $339,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $818,597 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $111,395 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $705,176 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $176,425 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $449,196 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $241,638 | CashBOYAmt |
| Cash EOY | $189,433 | CashEOYAmt |
| Cash EOYFMV | $189,433 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $132,810 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $371,297 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $371,297 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $6,518 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,482 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,482 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $8,166,139 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,837,604 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,837,604 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,372,338 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,326,431 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,326,431 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $10,919,443 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,729,247 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,729,247 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,623 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,968 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $260 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $241 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,883 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,209 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,915,560 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,727,038 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,915,560 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,727,038 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,919,443 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,729,247 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,915,560 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $176,425 | ExcessRevenueOverExpensesAmt |
| Other Increases | $635,053 | OtherIncreasesAmt |
| Subtotal | $11,727,038 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,727,038 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2023-01-01 | 2023-12-31 | $413,713 | $427,525 | -$13,812 | -$13,812 |
| PUBLICLY TRADED SECURITIES | 2022-01-01 | 2023-12-31 | $1,713,112 | $1,617,520 | $95,592 | $95,592 |
| CAPITAL GAIN DISTRIBUTIONS | 2022-01-01 | 2023-12-31 | $55,263 | $55,263 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $137,043 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$13,812 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,244 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,244 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,244 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,482 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,482 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $62 | EsPenaltyAmt |
| Overpayment | $8,176 | OverpaymentAmt |
| Applied To ES Tax | $8,176 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.FREDERICKLENZFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ASPIRIANT LLC | IndividualWithBooksNm |
| Phone | 3108064000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD STE 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LISA LEWINSON | ||||||||
| 1901 AVENUE OF THE STARS STE 1100 | LOS ANGELES | CA | 90067 | CEO, TREASURER | 1.00 | $98,706 | $0 | $0 |
| NORMAN OBERSTEIN | ||||||||
| 1901 AVENUE OF THE STARS STE 1100 | LOS ANGELES | CA | 90067 | VICE PRESIDENT / SECRETARY | 1.00 | $77,339 | $0 | $0 |
| ROB FRANCAIS | ||||||||
| 1901 AVENUE OF THE STARS STE 1100 | LOS ANGELES | CA | 90067 | DIRECTOR | 1.00 | $29,962 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,803,939 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $319,284 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,123,223 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,123,223 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $166,848 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,956,375 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $547,819 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $547,819 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,244 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,244 | TotalTaxAmt |
| Distributable Before Adj | $541,575 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $541,575 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $541,575 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $705,176 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $705,176 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $541,575 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $3,246 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,690 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $46,936 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $705,176 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $541,575 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $163,601 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $210,537 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $210,537 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,246 | ExcessFromYear2Amt |
| Excess From Year1 | $43,690 | ExcessFromYear1Amt |
| Excess From Current Year | $163,601 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BERKELEY ZEN CENTER | |||||||
| 1931 RUSSELL ST | BERKELEY | CA | 94703 | NONE | PC | UNRESTRICTED | $9,000 |
| BODHI YOUTH OF AMERICA (BYA) INC | |||||||
| 23001 BIG PINES HWY | VALYERMO | CA | 93563 | NONE | PC | UNRESTRICTED | $14,000 |
| BOUNDLESS FREEDOM PROJECT | |||||||
| 5960 SOUTH LAND PARK DR 584 | SACRAMENT | CA | 95822 | NONE | PC | UNRESTRICTED | $12,500 |
| BRAIDED WISDOM INC | |||||||
| 5214F DIAMOND HEIGHTS BLVD NO 422 | SAN FRANCISCO | CA | 94131 | NONE | PC | UNRESTRICTED | $18,000 |
| BREADED LOAF MOUNTAIN MONASTERY INC | |||||||
| PO BOX 818 | MIDDLEBURY | VT | 05753 | NONE | PC | UNRESTRICTED | $5,000 |
| BUDDHIST ARTS AND FILM FESTIVAL | |||||||
| 635 PARAGON DR | BOULDER | CO | 80303 | NONE | PC | UNRESTRICTED | $1,000 |
| DHARMADATTA COMMUNITY | |||||||
| 8663 OLD RAPIDAN ROAD | ORANGE | VA | 22960 | NONE | PC | UNRESTRICTED | $1,000 |
| DRALA MOUNTAIN CENTER | |||||||
| 151 SHAMBHALA WAY | RED FEATHER LAKES | CO | 80545 | NONE | PC | UNRESTRICTED | $10,000 |
| IMPACT THEATRE INC | |||||||
| PO BOX 12666 | BERKELEY | CA | 94712 | NONE | PC | UNRESTRICTED | $6,000 |
| INWARD BOUND MINDFULNESS EDUCATION INC | |||||||
| 878 WASHINGTON ST UNIT 1119 | ATTTLEBORO | MA | 02703 | NONE | PC | UNRESTRICTED | $20,000 |
| LIFE TRANSITION MEDITATION CENTER | |||||||
| PO BOX 9286 | SANTA FE | NM | 87504 | NONE | PC | UNRESTRICTED | $15,000 |
| LINEAGE PROJECT INC | |||||||
| 228 PARK AVE S PMB 98592 | NEW YORK | NY | 10003 | NONE | PC | UNRESTRICTED | $20,000 |
| LION'S ROAR FOUNDATION | |||||||
| 548 MARKET ST BOX 17113 | SAN FRANCISCO | CA | 94104 | NONE | PC | UNRESTRICTED | $13,500 |
| LONG BEACH MEDITATION | |||||||
| 5100 E THE TOLEDO | LONG BEACH | CA | 90803 | NONE | PC | UNRESTRICTED | $5,000 |
| MISSION BE INC | |||||||
| 62 THUNDER ROAD | MILLER PLACE | NY | 11764 | NONE | PC | UNRESTRICTED | $14,000 |
| NAROPA UNIVERSITY | |||||||
| 2130 ARAPAHOE AVE | BOULDER | CO | 80302 | NONE | PC | UNRESTRICTED | $41,833 |
| NATURAL CAPITALISM SOLUTIONS INC | |||||||
| 11823 N 75TH ST | LONGMONT | CO | 80503 | NONE | PC | UNRESTRICTED | $5,000 |
| NEW YORK ZEN CENTER FOR CONTEMPLATIVE CARE INC | |||||||
| 119 W 23RD ST SUITE 401 | NEW YORK | NY | 10011 | NONE | PC | UNRESTRICTED | $10,000 |
| NORTHERN COLORADO FOUNDATION INC | |||||||
| 4745 WHEATON DRIVE | FORT COLLINS | CO | 80525 | NONE | PC | UNRESTRICTED | $10,000 |
| PACIFIC ZEN INSTITUTE | |||||||
| PO BOX 2972 | SANTA ROSA | CA | 95405 | NONE | PC | UNRESTRICTED | $13,500 |
| RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA | |||||||
| 1001 N EMMET ST | CHARLOTTESVILLE | VA | 22903 | NONE | PC | UNRESTRICTED | $10,000 |
| ROCKY MOUNTAIN ECODHARMA RETREAT CENTER | |||||||
| 8941 OVERLAND RD | WARD | CO | 80481 | NONE | PC | UNRESTRICTED | $10,000 |
| RUBIN MUSEUM OF ART | |||||||
| 150 W 17TH ST | NEW YORK | NY | 10011 | NONE | PC | UNRESTRICTED | $10,000 |
| SILENT THUNDER ORDER INC | |||||||
| 984 SAINT CHARLES AVE NE | ATLANTA | GA | 30306 | NONE | PC | UNRESTRICTED | $3,500 |
| TELEOSIS FOUNDATION DBA SHINING BRIGHT LOTUS MEDITATION SOCIETY | |||||||
| PO BOX 101 | CHATHAM | NY | 12037 | NONE | PC | UNRESTRICTED | $8,000 |
| THE BOULDER MOUNTAIN ZENDO DBA TWO ARROW ZEN | |||||||
| 21 N G ST | SALT LAKE CITY | UT | 84103 | NONE | PC | UNRESTRICTED | $1,000 |
| THE FRIENDS OF THE WESTERN BUDDHIST ORDER NYC INC | |||||||
| 219 SULLIVAN ST | NARROWSBURG | NY | 12764 | NONE | PC | UNRESTRICTED | $6,000 |
| THE TREASURY OF LIVES INC | |||||||
| 17 W 17TH ST FL 9 | NEW YORK CITY | NY | 10011 | NONE | PC | UNRESTRICTED | $7,500 |
| VETERANS PATH INC | |||||||
| 1540 SOUTH 8TH STREET NO 38546 | COLORADO SPRINGS | CO | 80905 | NONE | PC | UNRESTRICTED | $15,000 |
| ZEN CENTER NORTH SHORE INC | |||||||
| PO BOX 3291 | BEVERLY | MA | 01915 | NONE | PC | UNRESTRICTED | $16,000 |
| ZEN PEACEMAKERS INC | |||||||
| 190 VALLEY VISTA LANE | BOULDER | CO | 80302 | NONE | PC | UNRESTRICTED | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $339,333 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $421,152 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $2,396 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $137,043 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $560,591 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $560,591 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUTNING FEES | CategoryTxt |
| Amt | $30,743 | Amt |
| Net Investment Income | $4,611 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $26,132 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA ONE YEAR FIXED INCM | $698,434 | $698,434 |
| ASPIRIANT RISK MANAGED TAXABLE BOND | $2,627,997 | $2,627,997 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MKTS CORE EQUITY | $510,659 | $510,659 |
| DFA EMERGING MKTS VALUE | $314,094 | $314,094 |
| ASPIRIANT RISK MGD E | $2,575,340 | $2,575,340 |
| ASPIRIANT DEFENSIVE | $3,011,812 | $3,011,812 |
| ISHARES CORE S&P US | $268,675 | $268,675 |
| DFA INTERNATIONAL CORE EQUITY | $579,087 | $579,087 |
| VANGAURD SMALL CAP VALUE | $116,621 | $116,621 |
| DFA INTL SMALL CAP VALUE | $316,907 | $316,907 |
| VANGUARD DIVIDEND GROWTH | $144,409 | $144,409 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $63,727 | LegalFeesAmt |
| Net Investment Income | $9,559 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $54,168 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $1,442 | $0 | $0 | $1,442 |
| HEALTH INSURANCE (OFFICERS) | $15,010 | $1,951 | $0 | $13,059 |
| LIABILITY INSURANCE | $4,290 | $0 | $0 | $4,290 |
| MARKETING | $18,136 | $0 | $0 | $18,136 |
| OFFICE EXPENSES | $2,582 | $0 | $0 | $2,582 |
| PAYROLL EXPENSE | $821 | $0 | $0 | $821 |
| STORAGE | $2,065 | $0 | $0 | $2,065 |
| WEBSITE | $1,853 | $0 | $0 | $1,853 |
| PROFESSIONAL SERVICES | $14,600 | $0 | $0 | $14,600 |
| RRF-1 ANNUAL REGISTRATION RENEWAL FEE | $100 | $0 | $0 | $100 |
| CHAR500 ANNUAL FILING FEE | $750 | $0 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Revenue And Expenses Per Books | $2,396 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,396 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS | Desc |
| Amt | $635,053 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD BALANCE | Desc |
| BOY Book Value | $260 | BOYBookValueAmt |
| EOY Book Value | $241 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | $62,370 | $62,370 | $0 | $0 |
| CONSULTING FEES | $39,509 | $0 | $0 | $39,509 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $5,060 | $5,060 | $0 | $0 |
| IRS EXCISE TAXES | $2,026 | $0 | $0 | $0 |
| PAYROLL TAXES | $8,173 | $1,063 | $0 | $7,110 |
Comments