FREDERICK P LENZ FOUNDATION FOR AMERICAN BUDDHISM: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FREDERICK P LENZ FOUNDATION FOR AMERICAN BUDDHISM (EIN 13-4014022)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202223129349102357
- Schema version
- 2021v4.2
- 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 | 2022-11-08T17:50:50-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | NORMAN OBERSTEIN | PersonNm |
| Person Title | CHAIRMAN, CEO | PersonTitleTxt |
| Phone | 3102016577 | PhoneNum |
| Signature | 2022-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NORMAN | PersonFirstNm |
| Person Last | OBERSTEIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MOHAMMADALI ROUZEGARIAN | PreparerPersonNm |
| PTIN | P01620722 | PTIN |
| Phone | 3108064000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,771,790 | 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 | $126,118 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $383,859 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $383,859 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $184,604 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,290,258 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $184,604 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,601 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $801 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $715,182 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $569,264 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $208,432 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $27,096 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $181,336 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,595 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $239 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,356 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,282 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,392 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $24,890 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $94,757 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,730 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $29,027 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,116 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,449 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $7,840 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,901 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35,901 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $401,083 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $102,906 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $280,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $395,208 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $395,208 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $796,291 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $102,906 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $675,558 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$81,109 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $466,358 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $284,719 | CashBOYAmt |
| Cash EOY | $231,739 | CashEOYAmt |
| Cash EOYFMV | $231,739 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $295,962 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $406,974 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $406,974 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,692 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $8,598,462 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,511,297 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,511,297 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,298,668 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,615,780 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,615,780 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $12,483,503 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,771,790 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,771,790 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $319 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $23,751 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $287 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $23,751 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $606 | 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 | $12,459,752 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,771,184 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,459,752 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,771,184 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,483,503 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,771,790 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,459,752 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$81,109 | ExcessRevenueOverExpensesAmt |
| Other Increases | $392,541 | OtherIncreasesAmt |
| Subtotal | $12,771,184 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,771,184 | 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 |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2021-01-01 | 2021-12-31 | $1,094,119 | $1,053,022 | $41,097 | $41,097 |
| CHARLES SCHWAB & CO., INC. | 2020-01-01 | 2021-12-31 | $196,139 | $101,886 | $94,253 | $94,253 |
| CAPITAL GAIN DISTRIBUTIONS | 2020-01-01 | 2021-12-31 | $49,254 | $49,254 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $184,604 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $41,097 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,482 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,482 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,482 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Overpayment | $2,508 | OverpaymentAmt |
| Applied To ES Tax | $2,508 | 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 | DIRECTOR,VP,TREASURER | 1.00 | $76,867 | $0 | $0 |
| NORMAN OBERSTEIN | ||||||||
| 1901 AVENUE OF THE STARS STE 1100 | LOS ANGELES | CA | 90067 | DIRECTOR, CEO, CHAIRMAN | 1.00 | $106,150 | $0 | $0 |
| ROB FRANCAIS | ||||||||
| 1901 AVENUE OF THE STARS STE 1100 | LOS ANGELES | CA | 90067 | DIRECTOR | 1.00 | $25,415 | $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 | $12,248,675 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $326,212 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,574,887 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,574,887 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $188,623 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,386,264 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $619,313 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $619,313 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,482 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,482 | TotalTaxAmt |
| Distributable Before Adj | $612,831 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $612,831 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $612,831 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $675,558 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $675,558 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $612,831 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $59,481 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $675,558 | QualifyingDistributionsAmt |
| Applied To Year1 | $59,481 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $612,831 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,246 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,246 | 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 | $3,246 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,246 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN BUDDHIST SOCIETY | |||||||
| 1704-B LLANO ST 421 | SANTA FE | NM | 87505 | NONE | PC | UNRESTRICTED | $25,000 |
| ARROW JOURNAL | |||||||
| 926 SAVANNAH AVE APT 2 | PITTSBURGH | PA | 15221 | NONE | PC | UNRESTRICTED | $10,000 |
| HEBREW UNION COLLEGE | |||||||
| 3077 UNIVERSITY AVE | LOS ANGELES | CA | 90007 | NONE | PC | UNRESTRICTED | $12,000 |
| INWARD BOUND MINDFUL | |||||||
| PO BOX 516 | CONCORD | MA | 01742 | NONE | PC | UNRESTRICTED | $10,000 |
| LOYOLA MARYMOUNT | |||||||
| 919 ALBANY STREET | LOS ANGELES | CA | 90015 | NONE | PC | UNRESTRICTED | $12,500 |
| MIND AND LIFE INSTITUTE | |||||||
| 210 RIDGE MCINTIRE RD STE 325 | CHARLOTTESVILLE | VA | 22903 | NONE | PC | UNRESTRICTED | $3,500 |
| MINDFUL SCHOOLS | |||||||
| 1260 45TH ST | EMERYVILLE | CA | 94608 | NONE | PC | UNRESTRICTED | $50,000 |
| NAROPA | |||||||
| 2130 ARAPAHOE AVE | BOULDER | CO | 80302 | NONE | PC | UNRESTRICTED | $102,208 |
| THE TREASURY OF LIVES | |||||||
| 17 WEST 17TH STREET 9TH FLOOR | NEW YORK | NY | 10011 | NONE | PC | UNRESTRICTED | $3,000 |
| BROOKLYN ZEN CENTER | |||||||
| 505 CARROLL ST 2A | BROOKLYN | NY | 11215 | NONE | PC | UNRESTRICTED | $5,000 |
| BUDDHIST INSIGHTS MEDITATION INC | |||||||
| 29 RIDGEWAY AVE | WEST ORANGE | NJ | 07052 | NONE | PC | UNRESTRICTED | $3,500 |
| CENTER FOR CONTEMPLATIVE MIND IN SOCIETY INC | |||||||
| PO BOX 60159 | FLORENCE | MA | 01062 | NONE | PC | UNRESTRICTED | $7,500 |
| EMMANUEL COLLEGE | |||||||
| 400 THE FENWAY | BOSTON | MA | 02115 | NONE | PC | UNRESTRICTED | $5,500 |
| FLOURISH FOUNDATION | |||||||
| 1030 AIRPORT WAY | HAILEY | ID | 83333 | NONE | PC | UNRESTRICTED | $7,000 |
| FRIENDS OF ZEN | |||||||
| 2989 W SPENCER ST | APPLETON | WI | 54914 | NONE | PC | UNRESTRICTED | $5,000 |
| HOLISTIC LIFE FOUNDATION INC | |||||||
| 1014 W 36TH ST SUITE 403 | BALTIMORE | MD | 21211 | NONE | PC | UNRESTRICTED | $8,000 |
| INSIGHTLA MEDITATION | |||||||
| 9940 WESTWANDA DR | BEVERLY HILLS | CA | 90210 | NONE | PC | UNRESTRICTED | $7,000 |
| INSTITUTE FOR JEWISH SPIRITUALITY INC | |||||||
| 121 W 27TH STREET SUITE 404 | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED | $5,000 |
| LIONS ROAR DHARMA CENTER | |||||||
| 3240 B ST | SACRAMENTO | CA | 95816 | NONE | PC | UNRESTRICTED | $2,000 |
| MISSION BE INC | |||||||
| 21 WATERVIEW DRIVE | PORT JEFFERSON | NY | 11777 | NONE | PC | UNRESTRICTED | $8,000 |
| NEW YORK INSIGHT MEDITATION CENTER | |||||||
| 28 W 27TH ST 10TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED | $7,500 |
| ROCKY MOUNTAIN ECODHARMA RETREAT CENTER | |||||||
| 8941 OVERLAND RD | WARD | CO | 80481 | NONE | PC | UNRESTRICTED | $10,000 |
| RUBIN MUSEUM SHELLEY & DONALD RUBIN CULTURAL TR | |||||||
| 150 WEST 17TH STREET | NEW YORK | NY | 10011 | NONE | PC | UNRESTRICTED | $5,000 |
| SOUTH TECH CHARTER ACADEMY INC | |||||||
| 6161 W WOOLBRIGHT RD | BOYNTON BEACH | FL | 33437 | NONE | PC | UNRESTRICTED | $5,000 |
| THE INSIGHT PROJECT FOR KIDS NFP | |||||||
| 641 W LAKE ST | CHICAGO | IL | 60661 | NONE | PC | UNRESTRICTED | $7,000 |
| THE DHARMA BUMS DBA DHARMA BUM TEMPLE | |||||||
| 4144 CAMPUS AVE | SAN DIEGO | CA | 92103 | NONE | PC | UNRESTRICTED | $3,000 |
| THE GARRISON INSTITUTE INC | |||||||
| 14 MARYS WAY ROUTE 9D | GARRISON | NY | 10524 | NONE | PC | UNRESTRICTED | $5,000 |
| THE TIBET CENTER | |||||||
| 273 BOWERY | NEW YORK | NY | 10002 | NONE | PC | UNRESTRICTED | $3,500 |
| UNIVERSITY OF CA BERKELEY FOUNDATION | |||||||
| 1995 UNIVERSITY AVE SUITE 401 | BERKELEY | CA | 94704 | NONE | PC | UNRESTRICTED | $5,000 |
| VALECITOS MOUNTAIN REFUGE | |||||||
| FOREST RD 91B | TIERRA AMARILLA | NM | 87575 | NONE | PC | UNRESTRICTED | $5,000 |
| VETERAN'S PATH INC | |||||||
| PO BOX 38546 | COLORADO SPRINGS | CO | 80937 | NONE | PC | UNRESTRICTED | $10,000 |
| VETERAN'S YOGA PROJECT INC | |||||||
| PO BOX 6472 | ALAMEDA | CA | 94501 | NONE | PC | UNRESTRICTED | $10,000 |
| ZEN HOSPICE PROJECT DBA ZEN CARE GIVING PROJECT | |||||||
| 601 VAN NESS AVE SUITE E3-802 | SAN FRANCISCO | CA | 94102 | NONE | PC | UNRESTRICTED | $7,500 |
| ZEN LIFE & MEDITATION CENTER CHICAGO | |||||||
| 46 LAKE ST | OAK PARK | IL | 60302 | NONE | PC | UNRESTRICTED | $10,000 |
| ZEN PEACEMAKERS INC AKA ZEN PEACEMAKERS INT'L | |||||||
| 1732 1ST AVE BOX 20162 | NEW YORK | NY | 10128 | NONE | PC | UNRESTRICTED | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $395,208 | 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 | $383,859 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $801 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $184,604 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $569,264 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $569,264 | 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 | $29,282 | Amt |
| Net Investment Income | $4,392 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $24,890 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA ONE YEAR FIXED INCM | $703,912 | $703,912 |
| ASPIRIANT RISK MANAGED TAXABLE BOND | $1,911,868 | $1,911,868 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MKTS CORE EQUITY | $399,020 | $399,020 |
| DFA EMERGING MKTS VALUE | $491,898 | $491,898 |
| ASPIRIANT RISK MGD E | $3,843,018 | $3,843,018 |
| ASPIRIANT DEFENSIVE | $3,352,009 | $3,352,009 |
| ISHARES CORE S&P US | $277,267 | $277,267 |
| DFA INTERNATIONAL CORE EQUITY | $580,876 | $580,876 |
| VANGAURD SMALL CAP VALUE | $130,918 | $130,918 |
| DFA INTL SMALL CAP VALUE | $334,706 | $334,706 |
| VANGUARD DIVIDEND GROWTH | $101,585 | $101,585 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,595 | LegalFeesAmt |
| Net Investment Income | $239 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,356 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUTOMOBILE EXPENSES | $5 | $0 | $0 | $5 |
| OFFICE EXPENSES | $2,720 | $0 | $0 | $2,720 |
| LICENSES AND FEES | $2,190 | $0 | $0 | $2,190 |
| STORAGE | $1,467 | $0 | $0 | $1,467 |
| WEBSITE | $2,549 | $0 | $0 | $2,549 |
| BANK CHARGES | $129 | $0 | $0 | $129 |
| PAYROLL EXPENSE | $807 | $0 | $0 | $807 |
| LIABILITY INSURANCE | $4,841 | $0 | $0 | $4,841 |
| MARKETING | $21,193 | $0 | $0 | $21,193 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES | $801 | $801 | $0 |
| PPP LOAN FORGIVENESS | $19,800 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS | Desc |
| Amt | $392,541 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARD BALANCE | $3,951 | $287 |
| PPP LOAN | $19,800 | $0 |
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 | $65,730 | $65,730 | $0 | $0 |
| CONSULTING FEES | $29,027 | $0 | $0 | $29,027 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $4,278 | $4,278 | $0 | $0 |
| IRS EXCISE TAXES | $17,827 | $0 | $0 | $0 |
| PAYROLL TAXES | $9,011 | $1,171 | $0 | $7,840 |
Comments