FREDERICK P LENZ FOUNDATION FOR AMERICAN BUDDHISM: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FREDERICK P LENZ FOUNDATION FOR AMERICAN BUDDHISM (EIN 13-4014022)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201403219349103205
- Schema version
- 2013v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Sales Of Inventory List
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T18:02:45-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD STE 600 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900253392 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | FOR AMERICAN BUDDHISM | BusinessNameLine2 |
| 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 | 1901 AVENUE OF THE STARS | AddressLine1 |
| Address Line2 | ROOM/SUITE 1100 | AddressLine2 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90067 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORMAN MARCUS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102016577 | PhoneNum |
| Signature | 2014-11-17 | 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 |
| Preparation | 2014-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,301,248 | 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 | $33,045 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,108 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,108 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $241,691 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $241,691 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $212,444 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,690,099 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $212,444 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $1,276 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $709 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $567 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $567 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $3 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $497,858 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $464,246 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $567 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $180,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,800 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $156,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $17,222 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $17,222 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,814 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $422 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,392 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $45,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,896 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $39,079 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $86,710 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,710 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,620 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,512 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,595 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,800 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $16,800 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $25,055 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $25,055 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,814 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $2,823 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,991 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $435,410 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $112,340 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,823 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $308,734 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $235,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $235,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $670,743 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $112,340 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,823 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $544,067 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$172,885 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $351,906 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $629,432 | CashBOYAmt |
| Cash EOY | $832,948 | CashEOYAmt |
| Cash EOYFMV | $832,948 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $21,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $86,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $21,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $21,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Inventories BOY | $33,970 | InventoriesBOYAmt |
| Inventories EOY | $33,261 | InventoriesEOYAmt |
| Inventories EOYFMV | $32,685 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $14,252 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,739 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,739 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,166,584 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,951,683 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,988,516 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,071,177 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,001,561 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,046,006 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $329,926 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $354,862 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $370,354 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,331,341 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,205,054 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,301,248 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,331,341 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,205,054 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,331,341 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,205,054 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,331,341 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,205,054 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,331,341 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$172,885 | ExcessRevenueOverExpensesAmt |
| Other Increases | $46,598 | OtherIncreasesAmt |
| Subtotal | $9,205,054 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,205,054 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,581,281 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,477,655 | CostOrOtherBasisAmt |
| Gain Or Loss | $103,626 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $103,626 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $212,444 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $666,260 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,414,741 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058368 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $607,451 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,912,871 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050991 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $656,363 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,923,894 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060085 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $605,383 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,376,949 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064561 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $876,798 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,934,844 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.073465 | DistributionYr5Rt |
| Total Distribution | 0.307470 | TotalDistributionRt |
| Average Distribution | 0.061494 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,483,028 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $767,631 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,519 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $771,150 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $544,067 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,038 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,038 | SubtotalAmt |
| Tax Based On Investment Income | $7,038 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,739 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $19,739 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12,701 | OverpaymentAmt |
| Applied To ES Tax | $12,701 | 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 | NORMAN MARCUS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3107487030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 AVENUE OF THE STARS STE 1100 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90067 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NORMAN MARCUS | ||||||||
| 1901 AVENUE OF THE STARS 1100 | LOS ANGELES | CA | 90067 | DIRECTOR., P | 35.00 | $79,157 | $0 | $0 |
| LISA LEWINSON | ||||||||
| 1901 AVENUE OF THE STARS 1100 | LOS ANGELES | CA | 90067 | DIRECTOR | 6.00 | $21,734 | $0 | $0 |
| NORMAN S OBERSTEIN | ||||||||
| 1901 AVENUE OF THE STARS 1100 | LOS ANGELES | CA | 90067 | DIRECTOR., V | 37.00 | $79,509 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPIRIANT | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 2ND STREET | AddressLine1 |
| Address Line2 | 14TH FLOOR | AddressLine2 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INV MGMT/ACCTNG | ServiceTypeTxt |
| Compensation | $120,685 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,086,367 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $556,758 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $30,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,673,125 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $12,673,125 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $190,097 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,483,028 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $624,151 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $624,151 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,038 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,038 | TotalTaxAmt |
| Distributable Before Adj | $617,113 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $25,828 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $642,941 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $642,941 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $544,067 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $544,067 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $544,067 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $642,941 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $282,927 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $138,662 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $143,887 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,951 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $72,036 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $661,463 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $544,067 | QualifyingDistributionsAmt |
| Applied To Current Year | $544,067 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $98,874 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $98,874 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $562,589 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $184,053 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $378,536 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $138,662 | ExcessFromYear4Amt |
| Excess From Year3 | $143,887 | ExcessFromYear3Amt |
| Excess From Year2 | $23,951 | ExcessFromYear2Amt |
| Excess From Year1 | $72,036 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| BOULDER MOUNTAIN ZENDO | ||||||||
| 261 WEST MAIN STREET | TORREY | UT | 84775 | NONE | 501(C)(3) | UNRESTRICTED | $2,500 | |
| BROWN UNIVERSITY | ||||||||
| 75 WATERMAN STREET | PROVIDENCE | RI | 02906 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |
| NAROPA UNIVERSITY | ||||||||
| 2130 ARAPAHOE AVENUE | BOULDER | CO | 80302 | NONE | 501(C)(3) | UNRESTRICTED | $41,833 | |
| NY ZEN CTR FOR CONTEMPLATIVE CARE | ||||||||
| 80 E 11TH ST SUITE 226 | NEW YORK | NY | 10003 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |
| RECIPROCITY FOUNDATION INC THE | ||||||||
| 255 W 36TH ST STE 1204 | NEW YORK | NY | 10018 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 | |
| SHELLEY & DONALD RUBIN CULTURAL TR | ||||||||
| 17 WEST 17TH STREET | NEW YORK | NY | 10011 | NONE | 501(C)(3) | UNRESTRICTED | $2,500 | |
| AWAKENED LIFE INC | ||||||||
| PO BOX 33143 | SANTA FE | NM | 87594 | NONE | 501(C)(3) | UNRESTRICTED | $2,500 | |
| BROOKLYN ZEN CENTER | ||||||||
| 505 CARROLL STREET | BROOKLYN | NY | 11215 | NONE | 501(C)(3) | UNRESTRICTED | $25,000 | |
| CITY OF HOPE | ||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | 501(C)(3) | UNRESTRICTED | $2,500 | |
| INSIGHT MEDITATION SOCIETY | ||||||||
| 1230 PLEASANT STREET | BARRE | MA | 01005 | NONE | 501(C)(3) | UNRESTRICTED | $50,000 | |
| LOYOLA MARYMOUNT UNIVERSITY | ||||||||
| 1 LMU DR | LOS ANGELES | CA | 90045 | NONE | 501(C)(3) | UNRESTRICTED | $2,500 | |
| GIVE BACK YOGA FOUNDATION INC | ||||||||
| 900 BASELINE ROAD | BOULDER | CO | 80302 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 | COTTAGE 13B |
| MIT | ||||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | |
| RAMA MEDITATION SOCIETY | ||||||||
| 8776 SHEA BLVD 106-554 | SCOTTSDALE | AZ | 85260 | NONE | 501(C)(3) | UNRESTRICTED | $50,000 | |
| REGENTS OF THE UC AT BERKELEY | ||||||||
| 2080 ADDISON STREET 4200 | BERKELEY | CA | 94720 | NONE | 501(C)(3) | UNRESTRICTED | $15,000 | |
| SAN FRANCISCO ZEN CENTER | ||||||||
| 300 PAGE STREET | SAN FRANCISCO | CA | 94102 | NONE | 501(C)(3) | UNRESTRICTED | $2,500 | |
| TARA MANDALA BUDDHIST | ||||||||
| 4000 USFS 649 | PAGOSA SPRINGS | CO | 81147 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $235,333 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LOYOLA MARYMOUNT UNIVERSITY | |||||||
| 1 LMU DR | LOS ANGELES | CA | 90045 | NONE | 501(C)(3) | UNRESTRICTED | $2,500 |
| NAROPA UNIVERSITY | |||||||
| 2130 ARAPAHOE AVENUE | BOULDER | CO | 80302 | NONE | 501(C)(3) | UNRESTRICTED | $41,833 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $44,333 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,108 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $241,691 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $212,444 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $567 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $464,246 | ExclusionAmt |
| Related Or Exempt Function Incm | $567 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $464,813 | 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 | 10 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CAROL ORNSTEIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7172 REGIONAL STREET 224 | AddressLine1 |
| City | DUBLIN | City |
| State | CA | State |
| ZIP Code | 945682324 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION | CategoryTxt |
| Amt | $45,975 | Amt |
| Net Investment Income | $6,896 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $39,079 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| NORMAN MARCUS |
| LISA LEWINSON |
| NORMAN S OBERSTEIN |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO TOTAL RETURN FUND | $1,400,810 | $1,431,370 |
| VANGUARD INFLATION | $187,751 | $204,004 |
| VANGUARD TOTAL BOND MA | $413,000 | $410,632 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY CL B | $193,210 | $288,931 |
| COHEN & STEERS INST | $425,616 | $441,257 |
| DFA EMERGING MARKETS CORE EQUITY | $881,864 | $1,349,275 |
| DFA INTL SMALL CAP VALUE | $302,796 | $470,721 |
| DFA INTL SMALL CO | $366,239 | $454,499 |
| DFA INTL VALUE PORTFOLIO | $375,688 | $653,052 |
| DFA US LARGE CAP VALUE | $388,570 | $1,043,539 |
| DFA US MICRO CAP PORT | $139,084 | $226,869 |
| DFA US SMALL CAP PORT | $197,363 | $456,664 |
| DFA US SMALL CAP VALUE | $440,546 | $841,870 |
| ISHARES CORE S&P 500 | $96,223 | $130,512 |
| SPDR DJ WILSHIRE INTL | $434,651 | $496,996 |
| VANGUARD TOTAL INTL STK | $557,884 | $937,704 |
| VANGUARD TOTAL STK MKT | $786,949 | $1,838,201 |
| FIDELITY FLOATING RATE | $127,000 | $127,093 |
| JPMORGAN HIGH YIELD | $238,000 | $231,333 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| KORONA COINS | AT COST | $600 | $9,000 |
| GS CONNECT S&P GSCI COMMODITY | AT COST | $354,262 | $361,354 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,814 | LegalFeesAmt |
| Net Investment Income | $422 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,392 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| 2011 CA & NY REG/FILING FEES | $860 | $860 | |
| AUTOMOBILE EXPENSES | $110 | $110 | |
| BANK FEES | $113 | $113 | |
| DUES/ MEMBERSHIPS | $725 | $725 | |
| INSURANCE | $2,688 | $2,688 | |
| INTERNET EXPENSES | $603 | $603 | |
| PAYROLL EXPENSE | $653 | $653 | |
| POSTAGE & DELIVERY | $273 | $273 | |
| STORAGE | $5,820 | $4,872 | $948 |
| SUPPLIES | $679 | $679 | |
| TELEPHONE | $2,963 | $2,963 | |
| WEBSITE | $15,039 | $15,039 | |
| FULFILMENT HOUSES | $1,875 | $1,875 | |
| OUTSIDE SERVICES | $413 | $413 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SANFORD J GREENBURGER | Desc |
| Revenue And Expenses Per Books | $3 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| NET PRIOR PERIOD ADJUSTMENT-INVESTMENT COST BASIS | $20,770 |
| RECOVERY OF A 2012 GRANT | $25,828 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (4 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc |
|---|---|---|---|---|---|---|---|---|
| PEACE ON THE STREET INC | ||||||||
| NONE | $20,000 | $16,500 | 2011-05 | PAYABLE ON DEMAND | 0.0000 | NONE | UNRESTRICTED GENERAL USE | CASH |
| TRICYCLE FOUNDATION | ||||||||
| NONE | $38,000 | 2011-10 | PAYABLE ON DEMAND | 0.1000 | NONE | UNRESTRICTED GENERAL USE | CASH | |
| TRICYCLE FOUNDATION | ||||||||
| NONE | $40,000 | 2011-11 | PAYABLE ON DEMAND | 0.1000 | NONE | UNRESTRICTED GENERAL USE | CASH | |
| MY PLACE | ||||||||
| NONE | $5,000 | $4,500 | 2011-02 | PAYABLE ON DEMAND | 0.0000 | NONE | TO SUPPORT FUNDRAISING ACTIVITIES | CASH |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| COUNSULTING | $12,000 | $12,000 | |
| INVESTMENT MANAGEMENT | $74,710 | $74,710 |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKS, MUSIC, CDS, DVDS | CategoryTxt |
| Gross Sales | $1,276 | GrossSalesAmt |
| Cost Of Goods Sold | $709 | CostOfGoodsSoldAmt |
| Net | $567 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| 2011 FORM 990-PF EXCISE TAX | $11,513 | ||
| CA BOE SALES AND USE TAX | $79 | $79 | |
| PAYROLL TAX | $9,516 | $9,516 | |
| FOREIGN INCOME TAXES W/H | $6,512 | $6,512 |
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