2023-08-23T19:35:09-05:00 2022-12-31 261518255 ASPIRIANT LLC 11100 SANTA MONICA BLVD STE 600 LOS ANGELES CA 900253328 990PF 2022-01-01 134014022 THE FREDERICK P LENZ FOUNDATION FOR AMERICAN BUDDHISM FRED 3102016577 11100 SANTA MONICA BLVD 600 LOS ANGELES CA 90025 LISA LEWINSON CEO 3102016577 2023-08-16 1 LISA LEWINSON 999009999 1 MOHAMMADALI ROUZEGARIAN P01620722 3108064000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 10919443 X 131422 X 206021 206021 41198 478246 41198 1930 1930 0 380571 249149 0 197347 25655 0 171692 10270 1541 0 8729 30002 4500 0 25502 105145 63705 0 41440 20226 5862 0 7882 9853 0 0 9853 42650 2144 0 40506 415493 103407 0 305604 304222 304222 719715 103407 0 609826 -339144 145742 0 231739 241638 241638 406974 132810 132810 6000 6518 6518 9511297 8166139 8166139 2615780 2372338 2372338 12771790 10919443 10919443 319 3623 287 260 606 3883 X 0 0 0 0 12771184 10915560 12771184 10915560 12771790 10919443 12771184 -339144 0 12432040 1516480 10915560 CHARLES SCHWAB & CO., INC. 2022-01-01 2022-12-31 248011 266526 -18515 -18515 CHARLES SCHWAB & CO., INC. 2021-01-01 2022-12-31 230235 210595 19640 19640 CAPITAL GAIN DISTRIBUTIONS 2021-01-01 2022-12-31 40073 40073 41198 -18515 2026 0 2026 0 2026 6508 0 0 0 6508 0 4482 4482 0 0 0 0 0 0 0 0 0 0 0 1 1 CA NY 1 0 0 0 0 1 WWW.FREDERICKLENZFOUNDATION.ORG ASPIRIANT LLC 3108064000 11100 SANTA MONICA BLVD STE 600 LOS ANGELES CA 90025 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LISA LEWINSON 1901 AVENUE OF THE STARS STE 1100 LOS ANGELES CA 90067 CEO, TREASURER 1.00 80386 0 0 NORMAN OBERSTEIN 1901 AVENUE OF THE STARS STE 1100 LOS ANGELES CA 90067 VICE PRESIDENT / SECRETARY 1.00 90784 0 0 ROB FRANCAIS 1901 AVENUE OF THE STARS STE 1100 LOS ANGELES CA 90067 DIRECTOR 1.00 26177 0 0 NONE 0 NONE 0 0 11236380 299913 0 11536293 0 0 11536293 173044 11363249 568162 568162 2026 2026 566136 0 566136 0 566136 609826 0 609826 566136 0 0 3246 3246 609826 0 0 0 566136 43690 0 0 46936 0 0 0 0 0 0 0 46936 3246 43690 X ARROW JOURNAL 926 SAVANNAH AVE APT 2 PITTSBURGH PA 15221 NONE PC UNRESTRICTED 8000 BARRE CENTER FOR BUDDHIST STUDIES 149 LOCKWOOD RD BARRE MA 01005 NONE PC UNRESTRICTED 14500 BUDDHIST ARTS AND FILM FESTIVAL 635 PARAGON DRIVE BOULDER CO 80303 NONE PC UNRESTRICTED 5000 DAIHONZAN CHOZEN-JI INTERNATIONAL ZEN DOJO 3565 KALIHI STREET HONOLULU HI 96819 NONE PC UNRESTRICTED 17000 DAWN MOUNTAIN 4916 MAIN ST 100 HOUSTON TX 77002 NONE PC UNRESTRICTED 2000 FLOURISH FOUNDATION 1030 AIRPORT WAY HAILEY ID 83333 NONE PC UNRESTRICTED 5000 DHARMA GATES INC 318 W 108TH ST APT 3 NEW YORK NY 10025 NONE PC UNRESTRICTED 15000 HEART MIND FOUNDATION DBA BUDDHIST GREEKS 14 THREE J LANE SWANNANOA NC 28778 NONE PC UNRESTRICTED 2000 HONPA HONGWANJI HAWAII BETSUIN 1727 PALI HWY HONOLULU HI 96813 NONE PC UNRESTRICTED 10000 LOTUS MOUNTAIN GOMPA 3585 SUN KNOLL DR LOOMIS CA 95650 NONE PC UNRESTRICTED 7000 INSTITUTE FOR JEWISH SPIRITUALITY INC 121 W 27TH STREET SUITE 404 NEW YORK NY 10001 NONE PC UNRESTRICTED 2500 ONE RIVER ZEN 121 E PROSPECT AVE OTTAWA IL 61350 NONE PC UNRESTRICTED 6500 PARKER JEWISH INSTITUTE FOR HEALTH CARE REHABILITATION 271-11 76TH AVE QUEENS NY 11040 NONE PC UNRESTRICTED 3500 LOYOLA MARYMOUNT 919 ALBANY STREET LOS ANGELES CA 90015 NONE PC UNRESTRICTED 19500 PEACE AT ANY PACE 4400 KELLER AVE STE 140 PMB 160 OAKLAND CA 94605 NONE PC UNRESTRICTED 16500 PRISON DHARMA NETWORK INC 595 B RIVER ROAD DEERFIELD MA 01342 NONE PC UNRESTRICTED 15000 PROSOCIAL WORLD 12308 PLEASANT HILL CT AUSTIN TX 78738 NONE PC UNRESTRICTED 4500 NAROPA 2130 ARAPAHOE AVE BOULDER CO 80302 NONE PC UNRESTRICTED 85722 SHAMBHALA CENTER OF ATLANTA INC 1447 CHURCH ST DECATUR GA 30030 NONE PC UNRESTRICTED 5000 SHAMBHALA USA 963 COLORADO BLVD LOS ANGELES CA 90041 NONE PC UNRESTRICTED 2000 THE LOTUS INSTITUTE INC PO BOX 1428 PATASKALA OH 43062 NONE PC UNRESTRICTED 2000 UNION THEOLOGICAL SEMINARY 3041 BROADWAY NEW YORK NY 10027 NONE PC UNRESTRICTED 2000 THE DHARMA BUMS DBA DHARMA BUM TEMPLE 4144 CAMPUS AVE SAN DIEGO CA 92103 NONE PC UNRESTRICTED 17000 THE GARRISON INSTITUTE INC 14 MARYS WAY ROUTE 9D GARRISON NY 10524 NONE PC UNRESTRICTED 2000 ZEN LIFE & MEDITATION CENTER CHICAGO 46 LAKE ST OAK PARK IL 60302 NONE PC UNRESTRICTED 20000 THE INSIGHT PROJECT FOR KIDS NFP 1111 N DEARBORN STREET STE 510 CHICAGO IL 60610 NONE PC UNRESTRICTED 6000 THE TADINI HOUSE 253 N 55TH PLACE MESA AZ 85282 NONE PC UNRESTRICTED 9000 304222 0 14 206021 15 1930 18 41198 0 249149 0 249149 0 0 0 0 0 0 0 0 0 0 ACCOUTNING FEES 30002 4500 0 25502 DFA ONE YEAR FIXED INCM 688163 688163 ASPIRIANT RISK MANAGED TAXABLE BOND 1684175 1684175 DFA EMERGING MKTS CORE EQUITY 271510 271510 DFA EMERGING MKTS VALUE 468441 468441 ASPIRIANT RISK MGD E 3195372 3195372 ASPIRIANT DEFENSIVE 2991679 2991679 ISHARES CORE S&P US 256528 256528 DFA INTERNATIONAL CORE EQUITY 487431 487431 VANGAURD SMALL CAP VALUE 109731 109731 DFA INTL SMALL CAP VALUE 294335 294335 VANGUARD DIVIDEND GROWTH 91112 91112 LEGAL FEES 10270 1541 0 8729 CHANGE IN UNREALIZED GAINS 1516480 AUTOMOBILE EXPENSES 4 0 0 4 OFFICE EXPENSES 2968 0 0 2968 LICENSES AND FEES 610 0 0 610 STORAGE 1780 0 0 1780 WEBSITE 981 0 0 981 BANK CHARGES 1001 0 0 1001 PAYROLL EXPENSE 807 0 0 807 LIABILITY INSURANCE 4097 0 0 4097 MARKETING 13911 0 0 13911 HEALTH INSURANCE (OFFICERS) 16491 2144 0 14347 ROYALTIES 1785 1785 0 CC REWARD POINTS 145 145 0 CREDIT CARD BALANCE 287 260 INVESTMENT ADVISORY FEES 63705 63705 0 0 CONSULTING FEES 41440 0 0 41440 FOREIGN TAXES PAID 4796 4796 0 0 IRS EXCISE TAXES 6482 0 0 0 PAYROLL TAXES 8198 1066 0 7132 STATE TAXES 750 0 0 750