2022-11-08T17:50:50-06:00 2021-12-31 261518255 ASPIRIANT LLC 11100 SANTA MONICA BLVD STE 600 LOS ANGELES CA 900253328 990PF 2021-01-01 134014022 THE FREDERICK P LENZ FOUNDATION FOR AMERICAN BUDDHISM FRED 3102016577 11100 SANTA MONICA BLVD 600 LOS ANGELES CA 90025 NORMAN OBERSTEIN CHAIRMAN, CEO 3102016577 2022-11-08 1 NORMAN OBERSTEIN 999009999 MOHAMMADALI ROUZEGARIAN P01620722 3108064000 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X X 12771790 X 126118 X 383859 383859 184604 1290258 184604 20601 801 0 715182 569264 0 208432 27096 0 181336 1595 239 0 1356 29282 4392 0 24890 94757 65730 0 29027 31116 5449 0 7840 35901 0 0 35901 401083 102906 0 280350 395208 395208 796291 102906 0 675558 -81109 466358 0 284719 231739 231739 295962 406974 406974 5692 6000 6000 8598462 9511297 9511297 3298668 2615780 2615780 12483503 12771790 12771790 319 23751 287 23751 606 X 0 0 0 0 12459752 12771184 12459752 12771184 12483503 12771790 12459752 -81109 392541 12771184 0 12771184 CHARLES SCHWAB & CO., INC. 2021-01-01 2021-12-31 1094119 1053022 41097 41097 CHARLES SCHWAB & CO., INC. 2020-01-01 2021-12-31 196139 101886 94253 94253 CAPITAL GAIN DISTRIBUTIONS 2020-01-01 2021-12-31 49254 49254 184604 41097 6482 0 6482 0 6482 6000 0 3000 0 9000 X 10 2508 2508 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 DIRECTOR,VP,TREASURER 1.00 76867 0 0 NORMAN OBERSTEIN 1901 AVENUE OF THE STARS STE 1100 LOS ANGELES CA 90067 DIRECTOR, CEO, CHAIRMAN 1.00 106150 0 0 ROB FRANCAIS 1901 AVENUE OF THE STARS STE 1100 LOS ANGELES CA 90067 DIRECTOR 1.00 25415 0 0 NONE 0 NONE 0 0 12248675 326212 0 12574887 0 0 12574887 188623 12386264 619313 619313 6482 6482 612831 0 612831 0 612831 675558 0 675558 612831 59481 0 0 675558 59481 0 0 612831 3246 0 0 3246 0 0 0 0 0 0 0 3246 3246 X AMERICAN BUDDHIST 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YORK NY 10011 NONE PC UNRESTRICTED 5000 SOUTH TECH CHARTER ACADEMY INC 6161 W WOOLBRIGHT RD BOYNTON BEACH FL 33437 NONE PC UNRESTRICTED 5000 THE INSIGHT PROJECT FOR KIDS NFP 641 W LAKE ST CHICAGO IL 60661 NONE PC UNRESTRICTED 7000 THE DHARMA BUMS DBA DHARMA BUM TEMPLE 4144 CAMPUS AVE SAN DIEGO CA 92103 NONE PC UNRESTRICTED 3000 THE GARRISON INSTITUTE INC 14 MARYS WAY ROUTE 9D GARRISON NY 10524 NONE PC UNRESTRICTED 5000 THE TIBET CENTER 273 BOWERY NEW YORK NY 10002 NONE PC UNRESTRICTED 3500 UNIVERSITY OF CA BERKELEY FOUNDATION 1995 UNIVERSITY AVE SUITE 401 BERKELEY CA 94704 NONE PC UNRESTRICTED 5000 VALECITOS MOUNTAIN REFUGE FOREST RD 91B TIERRA AMARILLA NM 87575 NONE PC UNRESTRICTED 5000 VETERAN'S PATH INC PO BOX 38546 COLORADO SPRINGS CO 80937 NONE PC UNRESTRICTED 10000 VETERAN'S YOGA PROJECT INC PO BOX 6472 ALAMEDA CA 94501 NONE PC UNRESTRICTED 10000 ZEN HOSPICE PROJECT DBA ZEN CARE GIVING PROJECT 601 VAN NESS AVE SUITE E3-802 SAN FRANCISCO CA 94102 NONE PC UNRESTRICTED 7500 ZEN LIFE & MEDITATION CENTER CHICAGO 46 LAKE ST OAK PARK IL 60302 NONE PC UNRESTRICTED 10000 ZEN PEACEMAKERS INC AKA ZEN PEACEMAKERS INT'L 1732 1ST AVE BOX 20162 NEW YORK NY 10128 NONE PC UNRESTRICTED 10000 395208 0 14 383859 15 801 18 184604 0 569264 0 569264 0 0 0 0 0 0 0 0 0 0 ACCOUTNING FEES 29282 4392 0 24890 DFA ONE YEAR FIXED INCM 703912 703912 ASPIRIANT RISK MANAGED TAXABLE BOND 1911868 1911868 DFA EMERGING MKTS CORE EQUITY 399020 399020 DFA EMERGING MKTS VALUE 491898 491898 ASPIRIANT RISK MGD E 3843018 3843018 ASPIRIANT DEFENSIVE 3352009 3352009 ISHARES CORE S&P US 277267 277267 DFA INTERNATIONAL CORE EQUITY 580876 580876 VANGAURD SMALL CAP VALUE 130918 130918 DFA INTL SMALL CAP VALUE 334706 334706 VANGUARD DIVIDEND GROWTH 101585 101585 LEGAL FEES 1595 239 0 1356 AUTOMOBILE EXPENSES 5 0 0 5 OFFICE EXPENSES 2720 0 0 2720 LICENSES AND FEES 2190 0 0 2190 STORAGE 1467 0 0 1467 WEBSITE 2549 0 0 2549 BANK CHARGES 129 0 0 129 PAYROLL EXPENSE 807 0 0 807 LIABILITY INSURANCE 4841 0 0 4841 MARKETING 21193 0 0 21193 ROYALTIES 801 801 0 PPP LOAN FORGIVENESS 19800 0 0 CHANGE IN UNREALIZED GAINS 392541 CREDIT CARD BALANCE 3951 287 PPP LOAN 19800 0 INVESTMENT ADVISORY FEES 65730 65730 0 0 CONSULTING FEES 29027 0 0 29027 FOREIGN TAXES PAID 4278 4278 0 0 IRS EXCISE TAXES 17827 0 0 0 PAYROLL TAXES 9011 1171 0 7840