FREDERICK P LENZ FOUNDATION FOR AMERICAN BUDDHISM: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FREDERICK P LENZ FOUNDATION FOR AMERICAN BUDDHISM (EIN 13-4014022)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201713199349102201
- Schema version
- 2016v3.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2017-11-15T11:31:03-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 MARCUS | PersonNm |
| Person Title | DIRECTOR, PRESIDENT | PersonTitleTxt |
| Phone | 3107487030 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAYMOND EDWARDS | PreparerPersonNm |
| PTIN | P00106630 | 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 | 96367920173195000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EC98320CD62682BCD5FCC838DC91A1994FE6EBA5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8DBBD2C798B0C071E110485C70FE14E5DD571D14 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,859,569 | 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 | $4,022 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $301,869 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $301,869 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,853 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,848,075 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,853 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $113 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $113 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $347,857 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $343,835 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $197,558 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,893 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $170,665 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $43,089 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $43,089 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,373 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,373 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,288 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $793 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,495 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,108 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,216 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,892 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $84,028 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,061 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,967 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,419 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,925 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12,063 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $17,927 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $17,927 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $61,708 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $61,708 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,762 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $4,762 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $47,771 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $47,771 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $522,031 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $110,888 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $400,712 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $154,244 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $154,244 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $676,275 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $110,888 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $554,956 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$328,418 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $232,947 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $71,929 | CashBOYAmt |
| Cash EOY | $51,828 | CashEOYAmt |
| Cash EOYFMV | $51,828 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $619,714 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $546,293 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $546,293 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $11,987 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $21,556 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $21,556 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $8,622,390 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,953,826 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,953,826 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,236,382 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,285,466 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,285,466 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $600 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $600 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $600 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,563,002 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,859,569 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,859,569 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $11,563,002 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,859,569 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,563,002 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,859,569 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,563,002 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,859,569 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,563,002 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$328,418 | ExcessRevenueOverExpensesAmt |
| Other Increases | $624,985 | OtherIncreasesAmt |
| Subtotal | $11,859,569 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,859,569 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $3,332,137 | $3,611,280 | -$279,143 | -$279,143 |
| PUBLICLY TRADED SECURITIES | P | $1,476,562 | $1,194,942 | $281,620 | $281,620 |
| CAPITAL GAIN DISTRIBUTIONS | $39,376 | $39,376 | $39,376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,853 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $666,877 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,357,745 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053964 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $668,505 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,173,661 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050746 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $544,067 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,483,028 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043585 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $666,260 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,414,741 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058368 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $607,451 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,912,871 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050991 | DistributionYr5Rt |
| Total Distribution | 0.257654 | TotalDistributionRt |
| Average Distribution | 0.051531 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,547,589 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $595,059 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,329 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $597,388 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $554,956 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,659 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,659 | SubtotalAmt |
| Tax Based On Investment Income | $4,659 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,556 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $21,556 | TotalPaymentsAndCreditsAmt |
| Overpayment | $16,897 | OverpaymentAmt |
| Applied To ES Tax | $16,897 | 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 (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 | 35.0 | $87,234 | $0 | $0 |
| LISA LEWINSON | ||||||||
| 1901 Avenue of the Stars STE 1100 | Los Angeles | CA | 90067 | DIRECTOR | 6.0 | $18,269 | $0 | $0 |
| NORMAN OBERSTEIN | ||||||||
| 1901 Avenue of the Stars STE 1100 | Los Angeles | CA | 90067 | DIR., VP | 37.0 | $92,055 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,156,954 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $544,331 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $22,156 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,723,441 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,723,441 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $175,852 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,547,589 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $577,379 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $577,379 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,659 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,659 | TotalTaxAmt |
| Distributable Before Adj | $572,720 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $88,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $661,220 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $661,220 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $554,956 | 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 | $554,956 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $554,956 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $661,220 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $23,951 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $72,036 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $62,352 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $158,339 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $554,956 | QualifyingDistributionsAmt |
| Applied To Current Year | $554,956 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $106,264 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $106,264 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $52,075 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $52,075 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $52,075 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 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 | $41,833 |
| TRICYCLE FOUNDATION | |||||||
| 1115 BROADWAY STE 1113 | NEW YORK | NY | 10010 | NONE | PC | UNRESTRICTED | $31,661 |
| PRISON DHARMA NETWORK | |||||||
| PO BOX 206 | SOUTH DEERFIELD | MA | 01373 | NONE | PC | UNRESTRICTED | $10,000 |
| ON A MISSION INC | |||||||
| 3031 VERNON AVE | LOS ANGELES | CA | 90008 | NONE | PC | UNRESTRICTED | $750 |
| LOYOLA MARYMOUNT UNIVERSITY | |||||||
| 1 LOYOLA MARYMOUNT UNIVERSITY DR | LOS ANGELES | CA | 90045 | NONE | PC | UNRESTRICTED | $7,500 |
| SHAMBHALA CENTER OF CHICAGO | |||||||
| 37 N CARPENTER | CHICAGO | IL | 60607 | NONE | PC | UNRESTRICTED | $10,000 |
| BROOKLYN ZEN CENTER | |||||||
| 505 CARROLL STREET SUITE 2A | BROOKLYN | NY | 11215 | NONE | PC | UNRESTRICTED | $2,500 |
| THE ZEN FOUNDATION | |||||||
| 300 PAGE ST | SAN FRANCISCO | CA | 94102 | NONE | PC | UNRESTRICTED | $5,000 |
| SONOMA MOUNTAIN ZEN CENTER | |||||||
| 6367 SONOMA MOUNTAIN ROAD | SANTA ROSA | CA | 95404 | NONE | PC | UNRESTRICTED | $2,500 |
| NEW YORK ZEN CENTER FOR CONTEMPLATIVE CARE | |||||||
| 119 W 23RD STREET 401 | NEW YORK | NY | 10011 | NONE | PC | UNRESTRICTED | $15,000 |
| NEW YORK UNIVERSITY | |||||||
| 105 EAST 17TH ST 4TH FL | NEW YORK | NY | 10003 | NONE | PC | UNRESTRICTED | $17,500 |
| MINDS INC | |||||||
| 2716 POPLAR ST NW | WASHINGTON | DC | 20007 | NONE | PC | UNRESTRICTED | $5,000 |
| UNIVERSITY OF THE WEST | |||||||
| 1409 WALNUT GROVE AVE | ROSEMEAD | CA | 91770 | NONE | PC | UNRESTRICTED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $154,244 | 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 | $301,869 | 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 | $41,853 | 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 | $113 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $343,835 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $343,835 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | The selling of instructional books, audio, and video serves as an aid to assist individuals to embrace and practice the principles of Zen Buddhism, yoga, meditation, and other related Buddhist practices. | RelationshipStatementTxt |
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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INFLATION-PROTECTED | ||
| VANGUARD TOTAL BOND MARKET IND | $572,931 | $572,931 |
| METROPOLITAN WEST TOTAL RETURN | $778,026 | $778,026 |
| DOUBLELINE TOTAL RETURN BD FD | $578,842 | $578,842 |
| VANGUARD HIGH YIELD CORP | $355,667 | $355,667 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COHEN & STEERS INSTL REALTY SH | ||
| DFA EMERGING MKTS CORE EQUITY | $922,102 | $922,102 |
| DFA INTL SMALL CAP VALUE | $262,515 | $262,515 |
| DFA INTL VALUE | $518,663 | $518,663 |
| DFA US LARGE CAP VALUE | $733,336 | $733,336 |
| DFA US SMALL CAP | $206,664 | $206,664 |
| VANGUARD INTL STOCK INDEX | $745,914 | $745,914 |
| VANGUARD TOTAL STOCK MKT INDEX | $1,464,628 | $1,464,628 |
| ASPIRIANT RISK MGD GLOBAL | $402,924 | $402,924 |
| SPDR DOW JONES INTL REAL ESTAT | $208,452 | $208,452 |
| UBS ETRACS ALERIAN MLP ETN | $511,778 | $511,778 |
| ISHARES MSCI EMERGING MKTS MIN | $96,304 | $96,304 |
| ASPIRIANT DEFENSIVE | $217,584 | $217,584 |
| DFA INTL CORE EQTY PORT | $572,686 | $572,686 |
| HARBOR INTERNATIONAL | $500,687 | $500,687 |
| ISHARES EDGE MSCI MIN | $1,356,645 | $1,356,645 |
| VANGUARD GLBL EX US | $104,940 | $104,940 |
| VANGUARD REIT ETF | $128,004 | $128,004 |
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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PAYROLL EXPENSES | $877 | $877 |
| AUTOMOBILE EXPENSES | $1,444 | $1,444 |
| BANK FEES | $117 | $117 |
| DUES & MEMBERSHIPS | $674 | $674 |
| DIRECTORS & OFFICERS INSURANCE | $1,625 | $1,625 |
| WORKERS COMP INSURANCE | $790 | $790 |
| LICENSES AND FEES | $447 | $447 |
| POSTAGE & DELIVERY | $108 | $108 |
| STORAGE | $6,991 | $6,991 |
| SUPPLIES | $781 | $781 |
| WEBSITE | $15,142 | $15,142 |
| ADVERTISING | $3,861 | $3,861 |
| MARKETING | $6,250 | $6,250 |
| REPAIRS & MAINTENANCE | $2,434 | $2,434 |
| DINING & ENTERTAINMENT | $920 | $920 |
| OTHER EXPENSES | $5,310 | $5,310 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES & SALES | Desc |
| Revenue And Expenses Per Books | $113 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $113 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN UNREALIZED GAIN/LOSS | $536,485 |
| RECOVERY OF PRIOR YEAR GRANTS | $88,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $71,061 | $71,061 | |
| CONSULTING FEES | $10,591 | $10,591 | |
| OTHER PROFESSIONAL FEES | $2,376 | $2,376 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $6,434 | $6,434 | |
| PAYROLL TAXES | $13,554 | $1,491 | $12,063 |
| 2015 FORM 990-PF EXCISE TAX | $10,431 |
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