FREDERICK P LENZ FOUNDATION FOR AMERICAN BUDDHISM: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FREDERICK P LENZ FOUNDATION FOR AMERICAN BUDDHISM (EIN 13-4014022)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2019-01-28
- IRS object ID
- 201920289349100312
- Schema version
- 2017v2.3
- 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 Decreases 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 | 2019-01-28T15:47:38-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL TAI | PreparerPersonNm |
| PTIN | P01236887 | PTIN |
| Phone | 3108064000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.140.128.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 96367920190285000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-01-28 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2D6E6B5580A1BC3B63C4673D8498801F7515E8C7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EC98320CD62682BCD5FCC838DC91A1994FE6EBA5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,016,208 | 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 | $1,125 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $311,643 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $311,643 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,731,975 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,460,064 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,731,975 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $427 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $427 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,045,170 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,044,045 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $184,322 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,454 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $160,868 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,209 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $331 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,878 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,947 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,342 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $24,605 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $97,535 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,512 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $24,023 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,596 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,029 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,908 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $15,075 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $15,075 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $27,705 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $27,705 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,979 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $44,979 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $417,368 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $106,668 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $306,041 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $314,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $314,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $731,701 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $106,668 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $620,374 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,313,469 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,937,377 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $51,828 | CashBOYAmt |
| Cash EOY | $42,707 | CashEOYAmt |
| Cash EOYFMV | $42,707 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $546,293 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $122,229 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $122,229 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $21,556 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $16,897 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $16,897 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $8,953,826 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,147,104 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,147,104 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,285,466 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,686,671 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,686,671 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $600 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $600 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $600 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,859,569 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,016,208 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,016,208 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $11,859,569 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,016,208 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,859,569 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,016,208 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,859,569 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,016,208 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,859,569 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,313,469 | ExcessRevenueOverExpensesAmt |
| Other Increases | $28,856 | OtherIncreasesAmt |
| Subtotal | $13,201,894 | SubtotalAmt |
| Other Decreases | $185,686 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,016,208 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,535,412 | $1,440,231 | $95,793 | $95,181 |
| PUBLICLY TRADED SECURITIES | P | $1,350,750 | $1,235,177 | $116,642 | $115,573 |
| PUBLICLY TRADED SECURITIES | P | $2,513,227 | $1,054,362 | $1,458,865 | $1,458,865 |
| CAPITAL GAIN DISTRIBUTIONS | P | $60,675 | $60,675 | $60,675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,731,975 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $554,956 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,547,589 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048058 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $666,877 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,357,745 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053964 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $668,505 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,173,661 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050746 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $544,067 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,483,028 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043585 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $666,260 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,414,741 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058368 | DistributionYr5Rt |
| Total Distribution | 0.254721 | TotalDistributionRt |
| Average Distribution | 0.050944 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,282,833 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $625,737 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,374 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $645,111 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $620,374 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,748 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $38,748 | SubtotalAmt |
| Tax Based On Investment Income | $38,748 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,897 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $27,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $44,397 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,649 | OverpaymentAmt |
| Applied To ES Tax | $5,649 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| NORMAN MARCUS | ||||||||
| 1901 Avenue of the Stars STE 1100 | Los Angeles | CA | 90067 | DIR., PRESIDENT | 0 | $73,695 | $0 | $0 |
| LISA LEWINSON | ||||||||
| 1901 Avenue of the Stars STE 1100 | Los Angeles | CA | 90067 | DIRECTOR | 0 | $27,962 | $0 | $0 |
| NORMAN OBERSTEIN | ||||||||
| 1901 Avenue of the Stars STE 1100 | Los Angeles | CA | 90067 | DIR., VP | 0 | $82,665 | $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 | $12,235,439 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $216,945 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $17,497 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,469,881 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,469,881 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $187,048 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,282,833 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $614,142 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $614,142 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,748 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,748 | TotalTaxAmt |
| Distributable Before Adj | $575,394 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $28,856 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $604,250 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $604,250 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $620,374 | 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 | $620,374 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $620,374 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $604,250 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $52,075 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $52,075 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $620,374 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $604,250 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,124 | RemainingDistriFromCorpusAmt |
| Total Corpus | $68,199 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $68,199 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $52,075 | ExcessFromYear2Amt |
| Excess From Current Year | $16,124 | 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NAROPA UNIVERSITY | |||||||
| 2130 ARAPAHOE AVE | BOULDER | CO | 80302 | NONE | PC | UNRESTRICTED | $49,333 |
| TRICYCLE FOUNDATION | |||||||
| 1115 BROADWAY STE 1113 | NEW YORK | NY | 10010 | NONE | PC | UNRESTRICTED | $0 |
| TREASURE HUMAN LIFE | |||||||
| PO BOX 1838 | HENDERSONVILLE | NC | 28739 | NONE | PC | UNRESTRICTED | $40,000 |
| BE MEDITATION GROUP | |||||||
| 10390 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NONE | PC | UNRESTRICTED | $2,500 |
| LOYOLA MARYMOUNT UNIVERSITY | |||||||
| 1 LOYOLA MARYMOUNT UNIVERSITY DR | LOS ANGELES | CA | 90045 | NONE | PC | UNRESTRICTED | $10,000 |
| CENTER FOR MINDFUL LEARNING | |||||||
| 751 PAGE RD | LOWELL | VT | 05847 | NONE | PC | UNRESTRICTED | $15,000 |
| BROOKLYN ZEN CENTER | |||||||
| 505 CARROLL STREET SUITE 2A | BROOKLYN | NY | 11215 | NONE | PC | UNRESTRICTED | $20,000 |
| PRISON MINDFULNESS INSTITUTE | |||||||
| PO BOX 206 | SOUTH DEERFIELD | MA | 01373 | NONE | PC | UNRESTRICTED | $20,000 |
| SOUTHWESTERN LAW SCHOOL | |||||||
| 3050 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PC | UNRESTRICTED | $15,000 |
| VALLECITOS MOUNTAIN RETREAT CENTER | |||||||
| PO BOX 4051 | DURANGO | CO | 81302 | NONE | PC | UNRESTRICTED | $10,000 |
| AGAINST THE STREAM | |||||||
| 1001A COLORADO BLVD | SANTA MONICA | CA | 90401 | NONE | PC | UNRESTRICTED | $10,000 |
| MINDFULNESS PEACE PROJECT | |||||||
| 6800 N 79TH ST STE 200 | NIWOT | CO | 80503 | NONE | PC | UNRESTRICTED | $9,000 |
| UNIVERSITY OF THE WEST | |||||||
| 1409 WALNUT GROVE AVE | ROSEMEAD | CA | 91770 | NONE | PC | UNRESTRICTED | $15,000 |
| PEMA KARPO MEDITATION CENTER | |||||||
| 3921 FRAYSER-RALEIGH RD | MEMPHIS | TN | 38128 | NONE | PC | UNRESTRICTED | $10,000 |
| CONTEMPLATIVE LIFE | |||||||
| 12308 PLEASANT HILL CT | AUSTIN | TX | 78738 | NONE | PC | UNRESTRICTED | $10,000 |
| UNITY TABLES | |||||||
| 79 PROSPECT ST | GREENFIELD | MA | 01301 | NONE | PC | UNRESTRICTED | $2,500 |
| SAN FRANCISCO ZEN CENTER | |||||||
| 300 PAGE ST | SAN FRANCISCO | CA | 94102 | NONE | PC | UNRESTRICTED | $15,000 |
| VETERAN'S PATH | |||||||
| PO BOX 2276 | MOUNT JULIET | TN | 37121 | NONE | PC | UNRESTRICTED | $2,500 |
| THE UNIVERSITY CORPORATION SFSU | |||||||
| PO BOX 320160 | SAN FRANCISCO | CA | 94132 | NONE | PC | UNRESTRICTED | $10,000 |
| INSTILL MINDFULNESS SWVA | |||||||
| PO BOX 537 | FLOYD | VA | 24091 | NONE | PC | UNRESTRICTED | $10,000 |
| TA'LEEF COLLECTIVE | |||||||
| 43170 OSGOOD RD | FREMONT | CA | 94539 | NONE | PC | UNRESTRICTED | $2,500 |
| DAWN MNTN CTR FOR TIBETAN BUDDHISM | |||||||
| 2010 NAOMI ST STE A | HOUSTON | TX | 77054 | NONE | PC | UNRESTRICTED | $18,500 |
| BUDDHIST INSIGHTS MEDITATION INC | |||||||
| 504 BEACH 68 STREET | ARVERNE | NY | 11692 | NONE | PC | UNRESTRICTED | $2,500 |
| MINDS INC | |||||||
| 2716 POLAR ST NW | WASHINGTON | DC | 20007 | NONE | PC | UNRESTRICTED | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $314,333 | 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 | $311,643 | 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 | $1,731,975 | 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 | $427 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,044,045 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,044,045 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $28,947 | Amt |
| Net Investment Income | $4,342 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,605 | 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 | $417,967 | $417,967 |
| METROPOLITAN WEST TOTAL RETURN | $559,415 | $559,415 |
| DOUBLELINE TOTAL RETURN BD FD | $421,192 | $421,192 |
| VANGUARD HIGH YIELD CORP | $285,063 | $285,063 |
| DFA ONE YEAR FIXED INCM | $1,003,034 | $1,003,034 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MKTS CORE EQUITY | $891,942 | $891,942 |
| DFA EMERGING MKTS VALUE | $153,175 | $153,175 |
| DFA INTL SMALL CAP VALUE | $245,930 | $245,930 |
| DFA INTL VALUE | $306,836 | $306,836 |
| DFA US LARGE CAP VALUE | $466,572 | $466,572 |
| DFA US SMALL CAP | $0 | $0 |
| VANGUARD INTL STOCK INDEX | $500,366 | $500,366 |
| VANGUARD TOTAL STOCK MKT INDEX | $256,970 | $256,970 |
| ASPIRIANT RISK MGD GLOBAL | $3,078,444 | $3,078,444 |
| SPDR DOW JONES INTL REAL ESTAT | $0 | $0 |
| UBS ETRACS ALERIAN MLP ETN | $387,693 | $387,693 |
| ISHARES MSCI EMERGING MKTS MIN | $0 | $0 |
| ASPIRIANT DEFENSIVE | $1,776,903 | $1,776,903 |
| DFA INTL CORE EQTY PORT | $336,661 | $336,661 |
| HARBOR INTERNATIONAL | $403,739 | $403,739 |
| ISHARES EDGE MSCI MIN | $1,109,820 | $1,109,820 |
| VANGUARD GLBL EX US | $128,079 | $128,079 |
| VANGUARD REIT ETF | $103,974 | $103,974 |
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 | $2,209 | LegalFeesAmt |
| Net Investment Income | $331 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,878 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS | Desc |
| Amt | $185,686 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| AUTOMOBILE EXPENSES | $736 | $736 |
| OFFICE EXPENSES | $1,300 | $1,300 |
| COMPUTER EXPENSES | $1,270 | $1,270 |
| DIRECTORS & OFFICERS INSURANCE | $1,625 | $1,625 |
| WORKERS COMP INSURANCE | $810 | $810 |
| LICENSES AND FEES | $1,610 | $1,610 |
| POSTAGE & DELIVERY | $32 | $32 |
| STORAGE | $7,545 | $7,545 |
| SUPPLIES | $406 | $406 |
| WEBSITE | $16,563 | $16,563 |
| ADVERTISING | $595 | $595 |
| MARKETING | $6,880 | $6,880 |
| OTHER EXPENSES | $205 | $205 |
| PAYROLL EXPENSE | $791 | $791 |
| PUBLICATIONS | $4,611 | $4,611 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES & SALES | Desc |
| Revenue And Expenses Per Books | $427 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $427 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF PRIOR YEAR GRANTS | Desc |
| Amt | $28,856 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $73,512 | $73,512 | |
| CONSULTING FEES | $23,948 | $23,948 | |
| OTHER PROFESSIONAL FEES | $75 | $75 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $3,997 | $3,997 | |
| PAYROLL TAXES | $7,940 | $1,032 | $6,908 |
| 2016 FORM 990-PF EXCISE TAX | $4,659 |
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