FREDERICK P LENZ FOUNDATION FOR AMERICAN BUDDHISM: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FREDERICK P LENZ FOUNDATION FOR AMERICAN BUDDHISM (EIN 13-4014022)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-07
- IRS object ID
- 202001899349101225
- Schema version
- 2019v5.1
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-07T12:23:05-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MENKA SINGH | PreparerPersonNm |
| PTIN | P01629970 | PTIN |
| Phone | 3108064000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.87.238.201 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 96367920201895000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-07 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2FCF29B43C30C5F18348DD6BCB004AEFB9680C4D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7B0433AF3CDCA3C477D337DA167A98B98BD56082 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,676,591 | 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 | $170,799 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $353,808 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $353,808 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $332,639 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,560,718 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $332,639 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,382 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,382 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $859,628 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $688,829 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $187,399 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,362 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $163,037 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $19,548 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,932 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,616 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,285 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,393 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $24,891 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $101,141 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,587 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $33,554 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,515 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,710 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,353 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $12,294 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $12,294 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,253 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,253 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $68,651 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $68,651 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $441,086 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $105,984 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $331,649 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $363,078 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $363,078 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $804,164 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $105,984 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $694,727 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $55,464 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $582,845 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $62,652 | CashBOYAmt |
| Cash EOY | $246,220 | CashEOYAmt |
| Cash EOYFMV | $246,220 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $438,047 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $297,348 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $297,348 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,649 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,197 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,197 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $8,503,641 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,301,867 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,301,867 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,627,831 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,820,359 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,820,359 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $600 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $600 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $600 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,638,420 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,676,591 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,676,591 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,638,420 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,676,591 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,638,420 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,676,591 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,638,420 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,676,591 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,638,420 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $55,464 | ExcessRevenueOverExpensesAmt |
| Other Increases | $982,707 | OtherIncreasesAmt |
| Subtotal | $12,676,591 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,676,591 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITY | P | 2019-12-31 | $806,500 | $741,464 | $65,783 | $65,036 |
| PUBLICLY TRADED SECURITY | P | 2019-12-31 | $2,309,461 | $2,274,852 | $36,558 | $34,609 |
| PUBLICLY TRADED SECURITIES | P | 2019-12-31 | $358,896 | $214,459 | $144,437 | $144,437 |
| CAPITAL GAIN DIVIDENDS | P | $85,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $332,639 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $625,340 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,402,510 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05042 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $620,374 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,282,833 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050507 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $554,956 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,547,589 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048058 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $666,877 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,357,745 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053964 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $668,505 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,173,661 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050746 | DistributionYr5Rt |
| Total Distribution | 0.253695 | TotalDistributionRt |
| Average Distribution | 0.050739 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,132,994 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $615,616 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,828 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $621,444 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $694,727 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,828 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,828 | SubtotalAmt |
| Tax Based On Investment Income | $5,828 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,197 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,197 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,369 | OverpaymentAmt |
| Applied To ES Tax | $4,369 | AppliedToESTaxAmt |
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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| NORMAN MARCUS | ||||||||
| 1901 Avenue of the Stars STE 1100 | Los Angeles | CA | 90067 | DIR., PRESIDENT | 0 | $12,735 | $0 | $0 |
| LISA LEWINSON | ||||||||
| 1901 Avenue of the Stars STE 1100 | Los Angeles | CA | 90067 | DIRECTOR,VP | 0 | $66,502 | $0 | $0 |
| NORMAN OBERSTEIN | ||||||||
| 1901 Avenue of the Stars STE 1100 | Los Angeles | CA | 90067 | DIR., VP, Secretary | 0 | $90,325 | $0 | $0 |
| ROB FRANCAIS | ||||||||
| 1901 Avenue of the Stars STE 1100 | LOS ANGELES | CA | 90067 | DIRECTOR | 0 | $17,837 | $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 | $12,057,753 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $260,007 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,317,760 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,317,760 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $184,766 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,132,994 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $606,650 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $606,650 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,828 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,828 | TotalTaxAmt |
| Distributable Before Adj | $600,822 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $107,831 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $708,653 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $708,653 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $694,727 | 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 | $694,727 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,828 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $688,899 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $708,653 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $52,075 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $16,124 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,118 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $80,317 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $694,727 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $694,727 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $13,926 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,926 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $66,391 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $66,391 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $52,075 | ExcessFromYear4Amt |
| Excess From Year2 | $16,124 | ExcessFromYear2Amt |
| Excess From Year1 | $12,118 | ExcessFromYear1Amt |
| Excess From Current Year | $80,317 | ExcessFromCurrentYearAmt |
| 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BOULDER SHAMBHALA CENTER | ||||||||||||
| 1345 Spruce St | Boulder | CO | 80302 | NONE | PC | UNRESTRICTED | $6,500 | |||||
| CENTER FOR CONTEMPLATING MIND IN SOCIETY | ||||||||||||
| 296 NONOTUCK STREET SUITE 5 | FLORENCE | MA | 01062 | NONE | PC | UNRESTRICTED | $25,000 | |||||
| COMMUNITY INITIATIVES | ||||||||||||
| 2542 La Venezia Ct | Altadena | CA | 91001 | NONE | PC | UNRESTRICTED | $5,000 | |||||
| EMMANUEL COLLEGE | ||||||||||||
| 400 Fenway | Boston | MA | 02115 | NONE | PC | UNRESTRICTED | $15,000 | |||||
| GIVE BACK YOGA FOUNDATION | ||||||||||||
| 900 Baseline Road 13B | Boulder | CO | 80302 | NONE | PC | UNRESTRICTED | $10,000 | |||||
| INSIGHT LA INC | ||||||||||||
| 4300 Melrose Ave | Los Angeles | CA | 90004 | NONE | PC | UNRESTRICTED | $20,000 | |||||
| INSTITUTE FOR JEWISH SPIRITUALITY INC | ||||||||||||
| 121 W 27th Street Suite 404 | New York | NY | 10001 | NONE | PC | UNRESTRICTED | $10,000 | |||||
| LIONS ROAR FOUNDATION | ||||||||||||
| NONE | PC | UNRESTRICTED | $2,400 | 1660 HOLLIS STREET SUITE 205 | Halifax | Nova Scotia | CA | B3J 1V7 | ||||
| PACIFIC ZEN INSTITUTE | ||||||||||||
| 825 Sonoma Avenue Suite B | Santa Rosa | CA | 95404 | NONE | UNRESTRICTED | $15,000 | ||||||
| PRISON MINDFULNESS INSTITUTE | ||||||||||||
| PO BOX 206 | SOUTH DEERFIELD | MA | 01373 | NONE | UNRESTRICTED | $10,000 | ||||||
| ROCKY MOUNTAIN ECODHARMA RETREAT CENTER | ||||||||||||
| 8941 Overland Rd Ward | Boulder | CO | 80481 | NONE | PC | UNRESTRICTED | $10,000 | |||||
| ROCKY MTN FARMERS UNION EDU & CHARIT FND | ||||||||||||
| 7900 E Union Ave SUITE 200 | DENVER | CO | 80237 | NONE | PC | UNRESTRICTED | $10,000 | |||||
| RUBIN MUSEUM SHELLEY & DONALD RUBIN | ||||||||||||
| 150 WEST 17TH ST | NEW YORK | NY | 10011 | NONE | PC | UNRESTRICTED | $6,000 | |||||
| SAN FRANCISCO EDUCATION FUND | ||||||||||||
| 2730 Bryant Street Second Floor | San Francisco | CA | 94110 | NONE | PC | UNRESTRICTED | $7,500 | |||||
| SAN FRANCISCO ZEN CENTER | ||||||||||||
| 300 Page St | San Francisco | CA | 94102 | NONE | PC | UNRESTRICTED | $20,000 | |||||
| Sati Center for Buddhist Studies | ||||||||||||
| 108 BIRCH STREET | REDWOOD CITY | CA | 94062 | NONE | PC | UNRESTRICTED | $7,500 | |||||
| SEPTEMBER'S MISSION FOUNDATION | ||||||||||||
| 444 East 86th St Apt 37F | New York | NY | 10028 | NONE | PC | UNRESTRICTED | $9,000 | |||||
| SHAMBHALA CENTER OF CHICAGO | ||||||||||||
| 7 N Carpenter St | Chicago | IL | 60607 | NONE | PC | UNRESTRICTED | $20,012 | |||||
| SPIRIT ROCK MEDITATION CENTER | ||||||||||||
| 5000 Sir Francis Drake Blvd Box 169 | Woodacre | CA | 94973 | NONE | PC | UNRESTRICTED | $12,500 | |||||
| TEGAR INTERNATIONAL | ||||||||||||
| 1621 E Hennepin Avenue Suite 210 | MINNEAPOLIS | MN | 55414 | NONE | PC | UNRESTRICTED | $2,500 | |||||
| THE DHARMABUMS DBA DHARMA BUM TEMPLE | ||||||||||||
| 4144 Campus Ave | San Diego | CA | 92103 | NONE | PC | UNRESTRICTED | $20,000 | |||||
| THE GARRISON INSTITUTE | ||||||||||||
| PO Box 532 14 Marys Way Route | Garrison | NY | 10524 | NONE | PC | UNRESTRICTED | $22,758 | |||||
| The Tibet Center | ||||||||||||
| PO BOX 1873 MURRAY HILLS STATION | NEW YORK | NY | 10156 | NONE | PC | UNRESTRICTED | $15,000 | |||||
| VALLECITOS MOUNTAIN RETREAT CENTER | ||||||||||||
| Forest Rd 91B Tierra Amarilla | Rio Arriba | NM | 87575 | NONE | PC | UNRESTRICTED | $5,000 | |||||
| VETERANS OUTDOOR ADVENTURES NORTH DAKOTA | ||||||||||||
| PO BOX 173 | MOTT | MD | 58646 | NONE | PC | UNRESTRICTED | $2,700 | |||||
| NAROPA UNIVERSITY | ||||||||||||
| 2130 Arapahoe Ave | Boulder | CA | 80302 | NONE | PC | UNRESTRICTED | $71,208 | |||||
| COMPASSION WORKS FOR ALL INC | ||||||||||||
| PO BOX 7708 | LITTLE ROCK | AR | 72217 | NONE | PC | UNRESTRICTED | $2,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $363,078 | 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 | $353,808 | 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 | $332,639 | 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 | $2,382 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $688,829 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $688,829 | 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 | $29,285 | Amt |
| Net Investment Income | $4,393 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,891 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TOTAL BOND MARKET IND | ||
| VANGUARD HIGH YIELD CORP | ||
| ISHARE CORE US AGGREGATE BOND | ||
| DFA ONE YEAR FIXED INCM | $705,281 | $705,281 |
| ASPIRIANT RISK MGF TXBL | $2,115,078 | $2,115,078 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MKTS CORE EQUITY | $649,668 | $649,668 |
| DFA EMERGING MKTS VALUE | $579,594 | $579,594 |
| DFA INTL VALUE | $265,506 | $265,506 |
| DFA US LARGE CAP VALUE | $461,325 | $461,325 |
| VANGUARD INTL STOCK INDEX | $489,709 | $489,709 |
| VANGUARD TOTAL STOCK MKT INDEX | $306,923 | $306,923 |
| ASPIRIANT RISK MGD GLOBAL | $3,066,715 | $3,066,715 |
| ASPIRIANT DEFENSIVE | $1,576,207 | $1,576,207 |
| ISHARES EDGE MSCI MIN | $1,136,065 | $1,136,065 |
| VANGUARD GLBL EX US | $104,412 | $104,412 |
| VANGUARD REIT ETF | $118,586 | $118,586 |
| DFA INTERNATIONAL CORE EQUITY | $319,758 | $319,758 |
| VANGAURD SMALL CAP VALUE | $227,399 | $227,399 |
| DFA INTL SMALL CAP VALUE |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | KORONA COINS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $600 | BookValueAmt |
| EOYFMV | $600 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $19,548 | LegalFeesAmt |
| Net Investment Income | $2,932 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,616 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| AUTOMOBILE EXPENSES | $211 | $211 |
| OFFICE EXPENSES | $3,483 | $3,483 |
| COMPUTER EXPENSES | $458 | $458 |
| DIRECTORS & OFFICERS INSURANCE | $1,625 | $1,625 |
| WORKERS COMP INSURANCE | $1,006 | $1,006 |
| LICENSES AND FEES | $850 | $850 |
| STORAGE | $1,616 | $1,616 |
| WEBSITE | $1,530 | $1,530 |
| UMG FINANCE CHARGES | $46 | $46 |
| SUPPLIES | $228 | $228 |
| PAYROLL EXPENSE | $847 | $847 |
| PUBLICATIONS | $750 | $750 |
| LIABILITY INSURANCE | $1,612 | $1,612 |
| MONINTERING GRANT ACT | $16,097 | $16,097 |
| RMMC | $38,292 | $38,292 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES & SALES | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RECOVERY OF PRIOR YEAR GRANTS | $41,960 |
| CHANGE IN UNREALIZED GAIN/LOSS | $940,747 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $67,587 | $67,587 | |
| CONSULTING FEES | $33,554 | $33,554 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $5,764 | $5,764 | |
| IRS EXCISE TAXES | $3,452 | ||
| FTB TAXES | $20 | $20 | |
| NY TAXES | |||
| PAYROLL TAXES | $7,279 | $946 | $6,333 |
Comments