FREDERICK P LENZ FOUNDATION FOR AMERICAN BUDDHISM: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FREDERICK P LENZ FOUNDATION FOR AMERICAN BUDDHISM (EIN 13-4014022)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202543169349103564
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T16:42:02-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261518255 | PreparerFirmEIN |
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 STE 600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900253328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 3102016577 | PhoneNum |
US Address USAddress
| 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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA LEWINSON | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3102016577 | PhoneNum |
| Signature | 2025-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MOHAMMADALI ROUZEGARIAN | PreparerPersonNm |
| PTIN | P01620722 | PTIN |
| Phone | 3108064000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,590,942 | 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 | $2,341,805 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $523,963 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $523,963 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $473,129 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,714,130 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $473,129 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,063 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,063 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,340,960 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $999,155 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $212,156 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $27,580 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $184,576 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $326,019 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $48,903 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $277,116 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,506 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,726 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $26,780 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $110,034 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $70,784 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $39,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,069 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,484 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $7,341 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,103 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,103 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $97,043 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,446 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $94,597 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $810,930 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $161,923 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $642,763 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $710,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $710,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,521,263 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $161,923 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,353,096 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,819,697 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $837,232 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $189,433 | CashBOYAmt |
| Cash EOY | $198,525 | CashEOYAmt |
| Cash EOYFMV | $198,525 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $371,297 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,912 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,912 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,482 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $8,176 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $8,176 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $7,837,604 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,531,334 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,531,334 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,326,431 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,809,995 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,809,995 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $11,729,247 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,590,942 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,590,942 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,968 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,628 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $241 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $460 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,209 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,088 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,727,038 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,588,854 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,727,038 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,588,854 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,729,247 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,590,942 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,727,038 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,819,697 | ExcessRevenueOverExpensesAmt |
| Other Increases | $42,119 | OtherIncreasesAmt |
| Subtotal | $13,588,854 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,588,854 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2024-01-01 | 2024-12-31 | $309,145 | $311,695 | -$2,550 | -$2,550 |
| PUBLICLY TRADED SECURITIES | 2023-01-01 | 2024-12-31 | $2,404,985 | $2,095,429 | $309,556 | $309,556 |
| CAPITAL GAINS DISTRIBUTIONS | 2023-01-01 | 2024-12-31 | $166,123 | $166,123 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $473,129 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,550 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,638 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,638 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,638 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,176 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,176 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,538 | OverpaymentAmt |
| Applied To ES Tax | $8,538 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.FREDERICKLENZFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ASPIRIANT LLC | IndividualWithBooksNm |
| 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LISA LEWINSON | ||||||||
| 1901 AVENUE OF THE STARS STE 1100 | LOS ANGELES | CA | 90067 | CEO, TREASURER | 1.00 | $104,726 | $0 | $0 |
| NORMAN OBERSTEIN | ||||||||
| 1901 AVENUE OF THE STARS STE 1100 | LOS ANGELES | CA | 90067 | VICE PRESIDENT / SECRETARY | 1.00 | $79,659 | $0 | $0 |
| ROB FRANCAIS | ||||||||
| 1901 AVENUE OF THE STARS STE 1100 | LOS ANGELES | CA | 90067 | DIRECTOR | 1.00 | $27,771 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIPSON HOFFMAN & PANCIONE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 AVENUE OF THE STARS SUITE 1100 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL SERVICES | ServiceTypeTxt |
| Compensation | $291,785 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,877,952 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $624,412 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,502,364 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,502,364 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $202,535 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,299,829 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $664,991 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $664,991 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,638 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,638 | TotalTaxAmt |
| Distributable Before Adj | $653,353 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $653,353 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $653,353 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,353,096 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,353,096 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $653,353 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $3,246 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $43,690 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $163,601 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $210,537 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,353,096 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $653,353 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $699,743 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $910,280 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $910,280 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,246 | ExcessFromYear3Amt |
| Excess From Year2 | $43,690 | ExcessFromYear2Amt |
| Excess From Year1 | $163,601 | ExcessFromYear1Amt |
| Excess From Current Year | $699,743 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BARRE CENTER FOR BUDDHIST STUDIES | |||||||
| 149 LOCKWOOD RD | BARRE | ME | 01005 | NONE | PC | UNRESTRICTED | $15,000 |
| BE MEDITATION GROUP | |||||||
| 440 N BARRANCA AVE 2644 | COVINA | CA | 91723 | NONE | PC | UNRESTRICTED | $9,000 |
| BEYOND THE CELL | |||||||
| 1110 N VIRGIL AVE PMB 95717 | LOS ANGELES | CA | 90029 | NONE | PC | UNRESTRICTED | $5,000 |
| BODHI MANDA ZEN CENTER | |||||||
| 1 BODHI DR | JEMEZ SPRINGS | NM | 87025 | NONE | PC | UNRESTRICTED | $10,000 |
| BOUNDLESS IN MOTION | |||||||
| 3600-3700 SMUGGLER PL | BOULDER | CO | 80305 | NONE | PC | UNRESTRICTED | $12,500 |
| BROOKLYN ZEN CENTER | |||||||
| 326 CLINTON ST | BROOKLYN | NY | 11231 | NONE | PC | UNRESTRICTED | $12,500 |
| COMMUNITY INITIATIVES | |||||||
| 445 SOUTH FIGUEROA ST SUITE 2230 | LOS ANGELES | CA | 90071 | NONE | PC | UNRESTRICTED | $12,000 |
| DAIHONZAN CHOZEN-JI INTERNATIONAL ZEN DOJO | |||||||
| 3565 KALIHI STREET | HONOLULU | HI | 96819 | NONE | PC | UNRESTRICTED | $10,500 |
| DHAMMADHARINI | |||||||
| 6791 STURTEVANT DR | PENNGROVE | CA | 94951 | NONE | PC | UNRESTRICTED | $17,500 |
| DHARMA GATES INC | |||||||
| 500 STATE ST | BROOKLYN | NY | 11217 | NONE | PC | UNRESTRICTED | $5,000 |
| DHARMADATTA COMMUNITY | |||||||
| 8663 OLD RAPIDAN RD | ORANGE | VA | 22960 | NONE | PC | UNRESTRICTED | $17,000 |
| DRALA MOUNTAIN CENTER | |||||||
| 151 SHAMBHALA WAY | RED FEATHER LAKES | CO | 80545 | NONE | PC | UNRESTRICTED | $18,000 |
| FRIENDS OF ZEN INC | |||||||
| 2989 W SPENCER ST | APPLETON | WI | 54914 | NONE | PC | UNRESTRICTED | $9,500 |
| HONPA HONGWANJI HAWAII BETSUIN | |||||||
| 1727 PALI HWY | HONOLULU | HI | 96813 | NONE | PC | UNRESTRICTED | $10,000 |
| LINEAGE PROJECT INC | |||||||
| 228 PARK AVE S PMB 98592 | NEW YORK | NY | 10003 | NONE | PC | UNRESTRICTED | $17,000 |
| LION'S ROAR FOUNDATION | |||||||
| 548 MARKET ST BOX 17113 | SAN FRANCISCO | CA | 94104 | NONE | PC | UNRESTRICTED | $10,000 |
| LONG BEACH MEDITATION | |||||||
| 5100 E THE TOLEDO | LONG BEACH | CA | 90803 | NONE | PC | UNRESTRICTED | $2,500 |
| LOYOLA MARAMOUNT UNIVERSITY | |||||||
| 1 LOYOLA MARYMOUNT UNIVERSITY DR | LOS ANGELES | CA | 90045 | NONE | PC | UNRESTRICTED | $17,000 |
| MINDFUL LIVING REVOLUTION | |||||||
| PO BOX 1132 | BLACK MOUNTAIN | NC | 28711 | NONE | PC | UNRESTRICTED | $9,000 |
| MINNESOTA ZEN MEDITATION CENTER | |||||||
| 3343 E BDE MAKA SKA PKWY | MINNEAPOLIS | MN | 55408 | NONE | PC | UNRESTRICTED | $7,000 |
| MISSION BE INC | |||||||
| 435 MAIN ST SUITE 4 | ISLIP | NY | 11751 | NONE | PC | UNRESTRICTED | $12,000 |
| MITRA PATH INC | |||||||
| 923 NORMANDIE AVE | LOS ANGELES | CA | 90006 | NONE | PC | UNRESTRICTED | $8,000 |
| NAROPA UNIVERSITY | |||||||
| 2130 ARAPAHOE AVE | BOULDER | CO | 80302 | NONE | PC | UNRESTRICTED | $41,833 |
| NEW YORK UNIVERSITY | |||||||
| 726 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | NONE | PC | UNRESTRICTED | $15,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | NONE | PC | UNRESTRICTED | $15,000 |
| ONE RIVER ZEN | |||||||
| 121 E PROSPECT AVE | OTTAWA | IL | 61350 | NONE | PC | UNRESTRICTED | $12,500 |
| OPEN COLLECTIVE FOUNDATION | |||||||
| 440 N BARRANCA AVE 3717 | COVINA | CA | 91723 | NONE | PC | UNRESTRICTED | $2,000 |
| PACIFIC ZEN INSTITUTE | |||||||
| PO BOX 2972 | SANTA ROSA | CA | 95405 | NONE | PC | UNRESTRICTED | $12,500 |
| PALYUL CHANGCHUB DARGYELING OHIO | |||||||
| 3750 W STREETSBORO RD | RICHFIELD | OH | 44286 | NONE | PC | UNRESTRICTED | $7,000 |
| PASTORAL CARE AND COUNSELING INSTITUTE | |||||||
| 104 JONES FERRY ROAD SUITE J | CARRBORO | NC | 27510 | NONE | PC | UNRESTRICTED | $12,500 |
| PRATT INSTITUTE | |||||||
| 200 WILLOUGHBY AVE | BROOKLYN | NY | 11205 | NONE | PC | UNRESTRICTED | $12,500 |
| PRISON DHARMA NETWORK INC | |||||||
| PO BOX 206 | SOUTH DEERFIELD | MA | 01373 | NONE | PC | UNRESTRICTED | $15,000 |
| RUBIN MUSEUM OF ART | |||||||
| 140 W 17TH ST | NEW YORK | NY | 10011 | NONE | PC | UNRESTRICTED | $7,000 |
| SAN FRANCISCO ZEN CENTER | |||||||
| 300 PAGE ST | SAN FRANCISCO | CA | 94102 | NONE | PC | UNRESTRICTED | $10,000 |
| SATI CENTER FOR BUDDHIST STUDIES | |||||||
| 108 BIRCH ST | REDWOOD CITY | CA | 94062 | NONE | PC | UNRESTRICTED | $10,000 |
| SECULAR DHARMA FOUNDATION | |||||||
| PO BOX 4009 | HARLAN | IA | 51593 | NONE | PC | UNRESTRICTED | $10,000 |
| SHAMBHALA USA | |||||||
| 4200 W BURBANK BLVD | BURBANK | CA | 91505 | NONE | PC | UNRESTRICTED | $17,500 |
| SOCIAL GOOD FUND INC | |||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | NONE | PC | UNRESTRICTED | $11,000 |
| SOTO ZEN BUDDHIST ASSOCIATION | |||||||
| 2111 SAN PABLO AVE 2452 | BERKELEY | CA | 94702 | NONE | PC | UNRESTRICTED | $15,000 |
| SUKHASIDDHI FOUNDATION | |||||||
| 7110 REDWOOD BLVD SUITE B | NOVATO | CA | 94945 | NONE | PC | UNRESTRICTED | $15,000 |
| SWEETWATER ZEN CENTER | |||||||
| 2727 HIGHLAND AVE | NATIONAL CITY | CA | 91950 | NONE | PC | UNRESTRICTED | $10,000 |
| TARA MANDALA | |||||||
| 4000 USFS ROAD 649 | PAGOSA SPRINGS | CO | 81147 | NONE | PC | UNRESTRICTED | $17,500 |
| TASHI GATSEL LING BUDDHIST CENTER | |||||||
| PO BOX 1883 | GRAY | ME | 04039 | NONE | PC | UNRESTRICTED | $13,000 |
| THE BUDDHIST CHURCHES OF AMERICA | |||||||
| 1710 OCTAVIA STREET | SAN FRANCISCO | CA | 94109 | NONE | PC | UNRESTRICTED | $1,000 |
| DHARMA BUM TEMPLE | |||||||
| 4144 CAMPUS AVE | SAN DIEGO | CA | 92103 | NONE | PC | UNRESTRICTED | $17,000 |
| THE GARRISON INSTITUTE | |||||||
| 14 MARYS WAY ROUTE 9D | GARRISON | NY | 10524 | NONE | PC | UNRESTRICTED | $15,000 |
| THE HUMAN KINDNESS FOUNDATION | |||||||
| PO BOX 61619 | DURHAM | NC | 27715 | NONE | PC | UNRESTRICTED | $8,000 |
| THE INSTITUTE OF BUDDHIST STUDIES INC | |||||||
| 2140 DURANT AVENUE | BERKELEY | CA | 94704 | NONE | PC | UNRESTRICTED | $11,000 |
| THE LOTUS INSTITUTE INC | |||||||
| PO BOX 1428 | PATASKALA | OH | 43062 | NONE | PC | UNRESTRICTED | $12,500 |
| THE PROFOUND TREASURY DHARMA FOUNDATION | |||||||
| 32 PALMER AVENUE | SLEEPY HOLLOW | NY | 10591 | NONE | PC | UNRESTRICTED | $17,000 |
| THE TREASURY OF LIVES INC | |||||||
| 17 WEST 17TH STREET | NEW YORK | NY | 10011 | NONE | PC | UNRESTRICTED | $3,000 |
| THE VILLAGE ZENDO INC | |||||||
| 260 WEST BROADWAY | NEW YORK | NY | 10013 | NONE | PC | UNRESTRICTED | $10,000 |
| TLC TRANSITIONAL LIFE CARE | |||||||
| PO BOX 381 | ASHLAND | OR | 97520 | NONE | PC | UNRESTRICTED | $10,000 |
| TREASURE CARETAKER TRAINING | |||||||
| 1345 SPRUCE STREET 2ND FLOOR | BOULDER | CO | 80302 | NONE | PC | UNRESTRICTED | $16,000 |
| TRIRATNA ORDINATION TRAINING INC | |||||||
| 191 CRAGSMOOR ROAD | CRAGSMOOR | NY | 12420 | NONE | PC | UNRESTRICTED | $6,000 |
| UNIVERSITY OF THE WEST | |||||||
| 1409 WALNUT GROVE AVE | ROSEMEAD | CA | 91770 | NONE | PC | UNRESTRICTED | $14,000 |
| UPAYA ZEN CENTER INC | |||||||
| 1404 CERRO GORDO RD | SANTA FE | NM | 87501 | NONE | PC | UNRESTRICTED | $15,000 |
| VETERAN'S YOGA PROJECT INC | |||||||
| PO BOX 6472 | ALAMEDA | CA | 94501 | NONE | PC | UNRESTRICTED | $15,000 |
| VILLAGE OF LOVE AND RESISTANCE | |||||||
| 121 N BROADWAY | BALTIMORE | MD | 21231 | NONE | PC | UNRESTRICTED | $4,000 |
| ZEN PEACEMAKERS INC | |||||||
| 190 VALLEY VISTA LANE | BOULDER | CO | 80302 | NONE | PC | UNRESTRICTED | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $710,333 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $523,963 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $2,063 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $473,129 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $999,155 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $999,155 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUTNING FEES | CategoryTxt |
| Amt | $31,506 | Amt |
| Net Investment Income | $4,726 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $26,780 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA ONE YEAR FIXED INCM | $700,488 | $700,488 |
| ASPIRIANT RISK MANAGED TAXABLE BOND | $3,109,507 | $3,109,507 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MKTS CORE EQUITY | $584,287 | $584,287 |
| DFA EMERGING MKTS VALUE | $266,357 | $266,357 |
| ASPIRIANT RISK MGD E | $1,685,420 | $1,685,420 |
| ASPIRIANT DEFENSIVE | $1,922,512 | $1,922,512 |
| ISHARES CORE S&P US | $857,846 | $857,846 |
| DFA INTERNATIONAL CORE EQUITY | $924,812 | $924,812 |
| VANGAURD SMALL CAP VALUE | $474,245 | $474,245 |
| DFA INTL SMALL CAP VALUE | $463,724 | $463,724 |
| VANGUARD DIVIDEND GROWTH | $283,855 | $283,855 |
| GMO QUALITY R6 | $989,225 | $989,225 |
| ISHARES CORE S&P 500 | $1,079,051 | $1,079,051 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $326,019 | LegalFeesAmt |
| Net Investment Income | $48,903 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $277,116 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $100 | $0 | $0 | $100 |
| HEALTH INSURANCE (OFFICERS) | $18,817 | $2,446 | $0 | $16,371 |
| LIABILITY INSURANCE | $3,481 | $0 | $0 | $3,481 |
| MARKETING | $26,113 | $0 | $0 | $26,113 |
| OFFICE EXPENSES | $15,840 | $0 | $0 | $15,840 |
| PAYROLL EXPENSE | $852 | $0 | $0 | $852 |
| STORAGE | $2,162 | $0 | $0 | $2,162 |
| WEBSITE | $4,139 | $0 | $0 | $4,139 |
| PROFESSIONAL SERVICES | $24,689 | $0 | $0 | $24,689 |
| CHAR500 ANNUAL FILING FEE | $750 | $0 | $0 | $750 |
| RRF-1 ANNUAL REGISTRATION RENEWAL FEE | $100 | $0 | $0 | $100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Revenue And Expenses Per Books | $2,063 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,063 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS | Desc |
| Amt | $42,119 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD BALANCE | Desc |
| BOY Book Value | $241 | BOYBookValueAmt |
| EOY Book Value | $460 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | $70,784 | $70,784 | $0 | $0 |
| CONSULTING FEES | $39,250 | $0 | $0 | $39,250 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| MARC MYERS | |||
| 5936 MARSHWELL WAY | SAN JOSE | CA | 95138 |
| REED ALPERT | |||
| 601 E VICTORIA STREET | SANTA BARBARA | CA | 93103 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $6,386 | $6,386 | $0 | $0 |
| IRS EXCISE TAXES | $6,244 | $0 | $0 | $0 |
| PAYROLL TAXES | $8,439 | $1,098 | $0 | $7,341 |
Comments