FREDERICK P LENZ FOUNDATION FOR AMERICAN BUDDHISM: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FREDERICK P LENZ FOUNDATION FOR AMERICAN BUDDHISM (EIN 13-4014022)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-17
- IRS object ID
- 202121379349100652
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases 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 | 2021-05-17T08:52:57-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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) |
|---|---|---|
| In Care Of | % ASPIRIANT LLC | InCareOfNm |
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 3102016577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 Avenue of the Stars STE 1100 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORMAN OBERSTEIN | PersonNm |
| Person Title | DIRECTOR, VP | PersonTitleTxt |
| Phone | 3107487030 | PhoneNum |
| Signature | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | 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 | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MENKA SINGH | PreparerPersonNm |
| PTIN | P01629970 | PTIN |
| Phone | 3108064000 | PhoneNum |
| Preparation | 2021-05-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,483,503 | 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 | $1,100 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $280,882 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $280,882 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,098,235 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,757,538 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,098,235 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,664 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,664 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,382,881 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,381,781 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,671 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,487 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $70,184 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $111,901 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $14,547 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $97,354 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,584 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,288 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $24,297 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $96,143 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,329 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $29,814 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,923 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,638 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,457 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $7,100 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $7,100 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,791 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,791 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,364 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $24,364 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $369,477 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $99,289 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $264,361 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $194,958 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $194,958 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $564,435 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $99,289 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $459,319 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $818,446 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,282,492 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $246,220 | CashBOYAmt |
| Cash EOY | $284,719 | CashEOYAmt |
| Cash EOYFMV | $284,719 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $297,348 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $295,962 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $295,962 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $10,197 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,692 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,692 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $9,301,867 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,598,462 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,598,462 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,820,359 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,298,668 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,298,668 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $600 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $12,676,591 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,483,503 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,483,503 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $23,751 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,751 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,676,591 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,459,752 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,676,591 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,459,752 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,676,591 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,483,503 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,676,591 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $818,446 | ExcessRevenueOverExpensesAmt |
| Other Increases | $24,000 | OtherIncreasesAmt |
| Subtotal | $13,519,037 | SubtotalAmt |
| Other Decreases | $1,059,285 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,459,752 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | P | 2020-01-01 | 2020-12-31 | $6,307,293 | $6,547,442 | -$240,149 | -$240,149 |
| CHARLES SCHWAB & CO., INC. | P | 2019-01-01 | 2020-12-31 | $2,623,248 | $2,351,573 | $271,675 | $271,675 |
| CHARLES SCHWAB & CO., INC. | P | 2019-01-01 | 2020-12-31 | $1,781,265 | $759,688 | $1,021,577 | $1,021,577 |
| HUNGARIAN K COINS | 2019-01-01 | 2020-12-31 | $600 | -$600 | -$600 | ||
| CAPITAL GAIN DIVIDENDS | P | $45,732 | |||||
| CAPITAL GAIN DIVIDENDS | P | $45,732 | |||||
| CAPITAL GAIN DIVIDENDS | P | $45,732 | |||||
| CAPITAL GAIN DIVIDENDS | P | $45,732 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,098,235 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,827 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,827 | SubtotalAmt |
| Tax Based On Investment Income | $17,827 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,692 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $5,692 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $12,137 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.fredericklenzfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPIRIANT LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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,TREASURY | 0.0 | $43,111 | $0 | $0 |
| NORMAN OBERSTEIN | ||||||||
| 1901 Avenue of the Stars STE 1100 | Los Angeles | CA | 90067 | DIR., CEO, Secretary, CHAIRMAN | 0.0 | $21,110 | $0 | $0 |
| ROB FRANCAIS | ||||||||
| 1901 Avenue of the Stars STE 1100 | LOS ANGELES | CA | 90067 | DIRECTOR | 0.0 | $16,450 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,326,053 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $430,654 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,756,707 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,756,707 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $176,351 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,580,356 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $579,018 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $579,018 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,827 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,827 | TotalTaxAmt |
| Distributable Before Adj | $561,191 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $24,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $585,191 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $585,191 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $459,319 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $459,319 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $459,319 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $585,191 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $52,075 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $16,124 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,118 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $80,317 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $160,634 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $459,319 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $459,319 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $125,872 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $125,872 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,762 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $34,762 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $34,762 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN BUDDHIST SOCIETY | ||||||||
| 1704-B Llano St 421 | Santa Fe | NM | 87505 | none | PC | UNRESTROCTED | $25,000 | |
| ARROW JOURNAL | ||||||||
| 926 Savannah Ave Apt 2 | Pittsburgh | PA | 15221 | NONE | PC | UNRESTRICTED | $10,000 | |
| BE Meditation Group | ||||||||
| 340 S Lemon Ave | WALNUT | CA | 91789 | SUBSIDARY | PC | UNRESTRICTED | $2,500 | |
| BODHI YOUTH AMERICA | ||||||||
| 8762 Garden Grove Blvd Suite 102 | Garden Grove | CA | 92844 | none | PC | UNRESTRICTED | $2,500 | |
| CENTER FOR MINDFUL LEARNING | ||||||||
| 751 Page Rd | Lowell | VT | 05847 | NONE | PC | UNRESTRICTED | $15,000 | |
| HEBREW UNION COLLEGE | ||||||||
| 3077 University Ave | Los Angeles | CA | 90007 | NONE | PC | UNRESTRICTED | $10,000 | |
| Insight Meditation Society | ||||||||
| 1230 Pleasant Street | Barre | MA | 01005 | NONE | PC | UNRESTRICTED | $7,500 | |
| INTERNATIONAL ASSO FOR HV | ||||||||
| 401 15th Street NW | WASHINGTON | DC | 20009 | NONE | PC | UNRESTRICTED | $5,000 | |
| INWARD BOUND MINDFUL | ||||||||
| PO Box 516 | Concord | MA | 01742 | none | PC | unrestricted | $7,500 | |
| LOYOLA MARYMOUNT | ||||||||
| 919 Albany Street | Los Angeles | CA | 90015 | none | PC | unrestricted | $10,000 | |
| MIND AND LIFE INSTITUTE | ||||||||
| 210 Ridge McIntire Rd Ste 325 | Charlottesville | VA | 22903 | none | PC | UNRESTRICTED | $10,000 | |
| MINDFUL SCHOOLS | ||||||||
| 1260 45th St | Emeryville | CA | 94608 | NONE | PC | UNRESTRICTED | $7,500 | |
| NAROPA | ||||||||
| 2130 Arapahoe Ave | Boulder | CO | 80302 | NONE | PC | UNRESTRICTED | $65,208 | |
| OUTREACH INFORMATION SVC | ||||||||
| 888C 8TH AVE SUITE 437 | New York | NY | 10019 | NONE | PC | UNRESTRICTED | $2,500 | |
| PIPERS ANGELS FOUNDATION | ||||||||
| PO Box 1104 | JUPITER | FL | 33468 | NONE | PC | UNRESTRICTED | $2,500 | |
| SANSHIN ZEN COMMUNITY | ||||||||
| 1726 S Olive St | Bloomington | IN | 47401 | NONE | PC | UNRESTRICTED | $3,250 | |
| SOUTH TECH CHARTER ACA | ||||||||
| 6161 W Woolbright Rd | Boynton Beach | FL | 33437 | NONE | PC | UNRESTRICTED | $2,500 | |
| THE INSIGHT PROJECT FOR KIDS | ||||||||
| 605 N Boyle Ave | Los Angeles | CA | 90033 | NONE | PC | UNRESTRICTED | $2,500 | |
| THE TREASURY OF LIVES | ||||||||
| 17 West 17th Street | NEW YORK | NY | 10011 | NONE | PC | UNRESTRICTED | $1,500 | 9th Floor |
| TRICYCLE FOUNDATION INC | ||||||||
| 89 5th Avenue Suite 301 | NEW YORK | NY | 10003 | NONE | PC | UNRESTRICTED | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $194,958 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $280,882 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,098,235 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 10 | ExclusionCd |
| Exclusion | $2,664 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,381,781 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,100 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,382,881 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUTNING FEES | CategoryTxt |
| Amt | $28,584 | Amt |
| Net Investment Income | $4,288 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,297 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA ONE YEAR FIXED INCM | $705,281 | $705,281 |
| ASPIRIANT RISK MGF TXBL | $2,593,387 | $2,593,387 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MKTS CORE EQUITY | $404,595 | $404,595 |
| DFA EMERGING MKTS VALUE | $437,956 | $437,956 |
| ASPIRIANT RISK MGD GLOBAL | $3,163,372 | $3,163,372 |
| ASPIRIANT DEFENSIVE | $3,354,030 | $3,354,030 |
| ISHARES EDGE MSCI MIN | $254,295 | $254,295 |
| DFA INTERNATIONAL CORE EQUITY | $592,521 | $592,521 |
| VANGAURD SMALL CAP VALUE | $167,097 | $167,097 |
| DFA INTL SMALL CAP VALUE | $138,630 | $138,630 |
| VANGUARD DIVIDEND GROWTH | $85,966 | $85,966 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS | Desc |
| Amt | $1,059,285 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| AUTOMOBILE EXPENSES | $71 | $71 |
| OFFICE EXPENSES | $2,028 | $2,028 |
| COMPUTER EXPENSES | $310 | $310 |
| DIRECTORS & OFFICERS INSURANCE | $300 | $300 |
| WORKERS COMP INSURANCE | $723 | $723 |
| LICENSES AND FEES | $615 | $615 |
| STORAGE | $1,562 | $1,562 |
| WEBSITE | $1,530 | $1,530 |
| BANK CHARGES | $33 | $33 |
| PAYROLL EXPENSE | $807 | $807 |
| LIABILITY INSURANCE | $3,237 | $3,237 |
| RMMC | $13,148 | $13,148 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Royalties | $461 | $461 |
| Other Income - Paypal | $1,085 | $1,085 |
| Other Income - Amazon.com Sales | $3 | $3 |
| Other Income - Audible | $20 | $20 |
| Non Dividend Distribution | $345 | $345 |
| LEGAL FEES REIMBURSED | $750 | $750 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF PRIOR YEAR GRANTS | Desc |
| Amt | $24,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt |
|---|---|
| CREDIT CARD | $3,951 |
| PPP LOAN | $19,800 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $66,329 | $66,329 | |
| CONSULTING FEES | $29,814 | $29,814 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $2,525 | $2,525 | |
| IRS EXCISE TAXES | $5,828 | ||
| FTB TAXES | $10 | $10 | |
| PAYROLL TAXES | $8,560 | $1,113 | $7,447 |
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