BETA

FREDERICK P LENZ FOUNDATION FOR AMERICAN BUDDHISM: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
FREDERICK P LENZ FOUNDATION FOR AMERICAN BUDDHISM (EIN 13-4014022)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-14
IRS object ID
201933189349103248
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-14T19:19:21-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ASPIRIANT LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111100 SANTA MONICA BLVD 600AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134014022EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Frederick P Lenz Foundation forBusinessNameLine1Txt
Business Name Line2American BuddhismBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% ASPIRIANT LLCInCareOfNm
Business Name ControlFREDBusinessNameControlTxt
Phone3102016577PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11901 Avenue of the Stars STE 1100AddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNORMAN OBERSTEINPersonNm
Person TitleDIRECTOR, VPPersonTitleTxt
Phone3107487030PhoneNum
Signature2019-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRAYMOND EDWARDSPreparerPersonNm
PTINP00106630PTIN
Phone3108064000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.140.128.10IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id96367920193185000010FederalOriginalSubmissionId
Federal Original Submission Id2019-11-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdEC98320CD62682BCD5FCC838DC91A1994FE6EBA5AtSubmissionCreationDeviceId
At Submission Filing Device IdD9FE427262CA93219405107A20A8B8BB355CF0F9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,638,420FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$17,006ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$306,862DividendsRevAndExpnssAmt
Dividends Net Invst Incm$306,862DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$143,601NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,844,174GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$143,601CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$279OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$279OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$467,748TotalRevAndExpnssAmt
Total Net Invst Incm$450,742TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$168,776CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$21,941CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$146,835CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$15,668OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$2,037OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$13,631OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$29,406AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,411AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$24,995AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$103,991OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$71,611OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$32,380OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$52,448TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,559TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$8,141TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$13,480OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$13,480OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$18,681TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$18,681TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$37,391OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$37,391OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$439,841TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$105,559TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$295,534TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$333,258ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$333,258ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$773,099TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$105,559TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$628,792TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$305,351ExcessRevenueOverExpensesAmt
Net Investment Income$345,183NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$42,707CashBOYAmt
Cash EOY$62,652CashEOYAmt
Cash EOYFMV$62,652CashEOYFMVAmt
Sav And Temp Cash Invst BOY$122,229SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$438,047SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$438,047SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$16,897PrepaidExpensesBOYAmt
Prepaid Expenses EOY$5,649PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$5,649PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$10,147,104CorporateStockBOYAmt
Corporate Stock EOY$8,503,641CorporateStockEOYAmt
Corporate Stock EOYFMV$8,503,641CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,686,671CorporateBondsBOYAmt
Corporate Bonds EOY$2,627,831CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,627,831CorporateBondsEOYFMVAmt
Other Investments BOY$600OtherInvestmentsBOYAmt
Other Investments EOY$600OtherInvestmentsEOYAmt
Other Investments EOYFMV$600OtherInvestmentsEOYFMVAmt
Total Assets BOY$13,016,208TotalAssetsBOYAmt
Total Assets EOY$11,638,420TotalAssetsEOYAmt
Total Assets EOYFMV$11,638,420TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$13,016,208RetainedEarningBOYAmt
Retained Earning EOY$11,638,420RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,016,208TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,638,420TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,016,208TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,638,420TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,016,208TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$305,351ExcessRevenueOverExpensesAmt
Other Increases$75,872OtherIncreasesAmt
Subtotal$12,786,729SubtotalAmt
Other Decreases$1,148,309OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,638,420TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITY2018-12-31$522,907$530,068-$7,161-$7,161
PUBLICLY TRADED SECURITY2018-12-31$2,183,411$2,170,505$12,906$12,906
CAPITAL GAIN DIVIDENDS$137,856P
FieldValueIRS element (for citing)
Capital Gain Net Income$143,601CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$620,374AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$12,282,833NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050507DistributionYr1Rt
Adjusted Qlfy Distri Yr2$554,956AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$11,547,589NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048058DistributionYr2Rt
Adjusted Qlfy Distri Yr3$666,877AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$12,357,745NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053964DistributionYr3Rt
Adjusted Qlfy Distri Yr4$668,505AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$13,173,661NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050746DistributionYr4Rt
Adjusted Qlfy Distri Yr5$544,067AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$12,483,028NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.043585DistributionYr5Rt
Total Distribution0.24686TotalDistributionRt
Average Distribution0.049372AverageDistributionRt
Net Vl Noncharitable Assets$12,402,510NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$612,337AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,452NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$615,789AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$628,792QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,452InvestmentIncomeExciseTaxAmt
Subtotal$3,452SubtotalAmt
Tax Based On Investment Income$3,452TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,649EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,649TotalPaymentsAndCreditsAmt
Overpayment$2,197OverpaymentAmt
Applied To ES Tax$2,197AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.fredericklenzfoundation.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ASPIRIANT LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3108064000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111100 SANTA MONICA BLVD STE 600AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NORMAN MARCUS
1901 Avenue of the Stars STE 1100Los AngelesCA90067DIR., PRESIDENT0$31,695$0$0
LISA LEWINSON
1901 Avenue of the Stars STE 1100Los AngelesCA90067DIRECTOR,VP0$54,436$0$0
NORMAN OBERSTEIN
1901 Avenue of the Stars STE 1100Los AngelesCA90067DIR., VP, Secretary0$82,645$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,402,263AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$189,118AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,591,381TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,591,381AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$188,871CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,402,510NetVlNoncharitableAssetsAmt
Minimum Investment Return$620,126MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$620,126MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,452TaxBasedOnInvestmentIncomeAmt
Total Tax$3,452TotalTaxAmt
Distributable Before Adj$616,674DistributableBeforeAdjAmt
Distributable Before Ded$616,674DistributableBeforeDedAmt
Distributable As Adjusted$616,674DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$628,792ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$628,792QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,452PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$625,340AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$616,674DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$52,075ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$16,124ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$68,199TotalExcessDistributionCyovAmt
Qualifying Distributions$628,792QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$616,674AppliedToCurrentYearAmt
Remaining Distri From Corpus$12,118RemainingDistriFromCorpusAmt
Total Corpus$80,317TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$80,317ExcessDistriCyovToNextYrAmt
Excess From Year3$52,075ExcessFromYear3Amt
Excess From Year1$16,124ExcessFromYear1Amt
Excess From Current Year$12,118ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientUSAddress/AddressLine2Txt
NAROPA UNIVERSITY
2130 ARAPAHOE AVEBOULDERCO80302NONEPCUNRESTRICTED$46,208
BE MEDITATION GROUP
10390 SANTA MONICA BLVDLOS ANGELESCA90025NONEPCUNRESTRICTED$500
LOYOLA MARYMOUNT UNIVERSITY
1 LOYOLA MARYMOUNT UNIVERSITY DRLOS ANGELESCA90045NONEPCUNRESTRICTED$10,000
CENTER FOR MINDFUL LEARNING
751 PAGE RDLOWELLVT05847NONEPCUNRESTRICTED$500
PRISON MINDFULNESS INSTITUTE
PO BOX 206SOUTH DEERFIELDMA01373NONEPCUNRESTRICTED$10,000
VALLECITOS MOUNTAIN RETREAT CENTER
PO BOX 4051DURANGOCO81302NONEPCUNRESTRICTED$7,500
AGAINST THE STREAM
1001A COLORADO BLVDSANTA MONICACA90401NONEPCUNRESTRICTED$500
MINDFULNESS PEACE PROJECT
6800 N 79TH ST STE 200NIWOTCO80503NONEPCUNRESTRICTED$500
PEMA KARPO MEDITATION CENTER
3921 FRAYSER-RALEIGH RDMEMPHISTN38128NONEPCUNRESTRICTED$500
CONTEMPLATIVE LIFE
12308 PLEASANT HILL CTAUSTINTX78738NONEPCUNRESTRICTED$2,500
VETERAN'S PATH
PO BOX 2276MOUNT JULIETTN37121NONEPCUNRESTRICTED$25,000
INSTILL MINDFULNESS SWVA
PO BOX 537FLOYDVA24091NONEPCUNRESTRICTED$7,500
TA'LEEF COLLECTIVE
43170 OSGOOD RDFREMONTCA94539NONEPCUNRESTRICTED$7,500
DAWN MNTN CTR FOR TIBETAN BUDDHISM
2010 NAOMI ST STE AHOUSTONTX77054NONEPCUNRESTRICTED$500
BUDDHIST INSIGHTS MEDITATION INC
504 BEACH 68 STREETARVERNENY11692NONEPCUNRESTRICTED$7,500
MINDS INC
2716 POLAR ST NWWASHINGTONDC20007NONEPCUNRESTRICTED$500
Mindfulness in Law Society
6527 Winnebago StreetSt LouisMO63109nonePCunrestricted$13,000
FREEDOM PROJECT
nonePCunrestricted$15,00019 Collins RdSt LvesASNSW 2075
GRAND RAPIDS BUDDHIST TEMPLE
451 SOUTH DIVISION AVEGRAND RAPIDSMI49503nonePCUNRESTRICTED$5,000
HOLISTIC LIFE FOUNDATION
2601 North Howard StreetBaltimoreMD21218nonePCUNRESTRICTED$10,000Suite 130
FLORISH FOUNDATION
1030 Airport WayHaileyID83333nonePCUNRESTRICTED$7,500
North American Buddish Alliance
11501 87th Ave SSeattleWA98178nonePCUNRESTRICTED$9,000
Compassion work for all inc
POBox 7708Little RockAZ722177708nonePCUNRESTRICTED$2,500
ZEN MEDITATION OF NEW ORLEANS
3248 CASTIGLIONE STNEW ORLEANSLA70119nonePCUNRESTRICTED$12,000
MINDFUL LIFE PROJECT
124 WASHINGTON AVERICHMONDCA94801nonePCUNRESTRICTED$30,000SUITE B
SHAMBHALA CENTER OF CHICAGO
37 N CARPENTERCHICAGOIL60607nonePCUNRESTRICTED$2,500
SOJI ZEN CENTER
2325 MARSHALL ROADLANSDOWNEPA19050nonePCUNRESTRICTED$500
NEW YORK UNIVERSITY
27TH WEST 4TH STREETNEW YORKNY10012nonePCUNRESTRICTED$1,000
RAMAPO COLLEGE FOUNDATION
505 RAMAPO VALLEY ROADMAHWAHNJ07430nonePCUNRESTRICTED$500
RUBIN MUSEUM OF ART
150 W 17TH STNEW YORKNY10011nonePCUNRESTRICTED$500
NEW YORK FOUNDATION FOR ARTS
20 JAY STREETBROOKLYNNY11201nonePCUNRESTRICTED$1,300SUITE 740
FLAGSTAFF INSIGHT MEDIATATION COMMUNITY
PO BOX 3212FLAGSTAFFAZ86003nonePCUNRESTRICTED$5,000
INSTITUE FOR JEWISH SPIRITUALITY
121 W 27TH STNEW YORKNY10001nonePCUNRESTRICTED$10,000SUITE 404
VETERANS YOGA PROJECT
POBOX 6472ALAMEDACA94501nonePCUNRESTRICTED$9,250
BUDDHIST ARTS AND FILM FESTIVAL
635 PARAGON DRBOULDERCO803035032nonePCUNRESTRICTED$1,000
LIONSROAR FOUNDATION
6867 SOLEDAD CANYON ROADACTIONCA93510nonePCUNRESTRICTED$10,000
GEORGE C MARSHALL HIGH SCHOOL
7731 LEESBURG PIKEFALLS CHURCHVA10001nonePCUNRESTRICTED$1,000
BUDDHIST PARTHWAYS PRISON PROJECT
PO BOX 19375SACRAMENTOCA95818nonePCUNRESTRICTED$15,000
ZEN LIFE AND MEDITATION CENTER CHICAGO
46 LAKE STOAK PARKIL60302nonePCUNRESTRICTED$25,000
UNIVERSITY CORPORATION SFSU
POBOX 320160SAN FRANCISCOCA94132nonePCUNRESTRICTED$6,000
UNIVERSITY OF SOURTHERN CALIFORNIA
3601 TROUSDALE PARKWAYLOS ANGELESCA900890894nonePCUNRESTRICTED$3,500
LONG BEACH MEDITATION
5100 E THE TOLEDOLONG BEACHCA90803nonePCUNRESTRICTED$5,000
COMMUNITY INITIATIVES
2542 LA VENEZIA CTALTADENACA91001nonePCUNRESTRICTED$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$333,258TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$306,862ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$143,601ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion10ExclusionCd
Exclusion$279ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$450,742ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$450,742TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUTNING FEESCategoryTxt
Amt$29,406Amt
Net Investment Income$4,411NetInvestmentIncomeAmt
Disbursements Charitable Prps$24,995DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD TOTAL BOND MARKET IND$1,071,078$1,071,078
METROPOLITAN WEST TOTAL RETURN$0$0
DOUBLELINE TOTAL RETURN BD FD$0$0
VANGUARD HIGH YIELD CORP$291,960$291,960
DFA ONE YEAR FIXED INCM$802,839$802,839
ISHARE CORE US AGGREGATE BOND$461,954$461,954

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFA EMERGING MKTS CORE EQUITY$739,444$739,444
DFA EMERGING MKTS VALUE$138,105$138,105
DFA INTL SMALL CAP VALUE$178,265$178,265
DFA INTL VALUE$238,401$238,401
DFA US LARGE CAP VALUE$383,324$383,324
DFA US SMALL CAP
VANGUARD INTL STOCK INDEX$415,933$415,933
VANGUARD TOTAL STOCK MKT INDEX$239,138$239,138
ASPIRIANT RISK MGD GLOBAL$2,820,706$2,820,706
SPDR DOW JONES INTL REAL ESTAT
UBS ETRACS ALERIAN MLP ETN$273,933$273,933
ISHARES MSCI EMERGING MKTS MIN
ASPIRIANT DEFENSIVE$1,531,558$1,531,558
DFA INTL CORE EQTY PORT
HARBOR INTERNATIONAL
ISHARES EDGE MSCI MIN$1,069,544$1,069,544
VANGUARD GLBL EX US$110,952$110,952
VANGUARD REIT ETF$93,435$93,435
DFA INTERNATIONAL CORE EQUITY$270,903$270,903

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemKORONA COINSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$600BookValueAmt
EOYFMV$600EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAIN/LOSSDesc
Amt$1,148,309Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUTOMOBILE EXPENSES$290$290
OFFICE EXPENSES$1,332$1,332
COMPUTER EXPENSES$385$385
DIRECTORS & OFFICERS INSURANCE$1,625$1,625
WORKERS COMP INSURANCE$1,130$1,130
LICENSES AND FEES$925$925
STORAGE$1,493$1,493
WEBSITE$1,417$1,417
MARKETING$2,720$2,720
OTHER EXPENSES$1,769$1,769
PAYROLL EXPENSE$869$869
PUBLICATIONS$1,231$1,231
LIABILITY INSURANCE$1,316$1,316
MONINTERING GRANT ACT$8,017$8,017
RMMC$12,872$12,872

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescROYALTIES & SALESDesc
Revenue And Expenses Per Books$279RevenueAndExpensesPerBooksAmt
Net Investment Income$279NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRECOVERY OF PRIOR YEAR GRANTSDesc
Amt$75,872Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$71,611$71,611
CONSULTING FEES$32,380$32,380

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$4,530$4,530
IRS EXCISE TAXES$38,748
FTB TAXES$253$253
NY TAXES$1,000$1,000
PAYROLL TAXES$7,917$1,029$6,888

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