FREDERICK P LENZ FOUNDATION FOR AMERICAN BUDDHISM: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FREDERICK P LENZ FOUNDATION FOR AMERICAN BUDDHISM (EIN 13-4014022)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201313189349100896
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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) |
|---|---|---|
| Timestamp | 2013-11-14T13:27:08-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPIRIANT LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134014022 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | FRED | NameControl |
| Phone | 3102016577 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NORMAN MARCUS | Name |
| Title | PRESIDENT | Title |
| Phone | 3102016577 | Phone |
| Date Signed | 2013-11-06 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RAYMOND EDWARDS | Name |
| Phone | 3108064000 | Phone |
| Date Prepared | 2013-11-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 12091719 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 67105 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 332749 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 332749 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 348009 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2467174 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 348009 | CapitalGainNetIncmNetInvstIncm |
| Gross Sales Less Returns And Allwnc | 3220 | GrossSalesLessReturnsAndAllwnc |
| Cost Of Goods Sold | 7841 | CostOfGoodsSold |
| Gross Profit Rev And Expnss | -4621 | GrossProfitRevAndExpnss |
| Gross Profit Adj Net Incm | -4621 | GrossProfitAdjNetIncm |
| Other Income Rev And Expnss | 30000 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | 30000 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 773242 | TotalRevenueAndExpenses |
| Total Net Investment Income | 680758 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 25379 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 174082 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 23191 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 150891 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 13722 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 13722 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 6910 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 1037 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 5874 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 24277 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3642 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 20635 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 88313 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 71813 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 16500 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 26591 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 5420 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 9027 | TaxesDsbrsChrtblPrps |
| Occupancy Rev And Expnss | 16800 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 16800 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 8121 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 8121 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 141265 | OtherExpensesRevAndExpnss |
| Other Expenses Adj Net Incm | 9075 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 132190 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 500081 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 105103 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 9075 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 373760 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 292500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 292500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 792581 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 105103 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 9075 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 666260 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -19339 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 575655 | NetInvestmentIncome |
| Adjusted Net Income | 16304 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 869071 | CashBOY |
| Cash EOY | 629432 | CashEOY |
| Cash EOYFMV | 629432 | CashEOYFMV |
| Other Notes And Loans Receivable | 86000 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl BOY | 96000 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 86000 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 86000 | OtherNotesAndLoansRcvblEOYFMV |
| Inventories For Sale Or Use BOY | 41811 | InventoriesForSaleOrUseBOY |
| Inventories For Sale Or Use EOY | 33970 | InventoriesForSaleOrUseEOY |
| Inventories For Sale Or Use EOYFMV | 33970 | InventoriesForSaleOrUseEOYFMV |
| Prepaid Expenses BOY | 15500 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 14252 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 14252 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 5674731 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 6166584 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 8746994 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1993944 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2071177 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2227119 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 657762 | InvestmentsOtherBOY |
| Investments Other EOY | 329926 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 353952 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 9348819 | TotalAssetsBOY |
| Total Assets EOY | 9331341 | TotalAssetsEOY |
| Total Assets EOYFMV | 12091719 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 9348819 | RetainedEarningsBOY |
| Retained Earnings EOY | 9331341 | RetainedEarningsEOY |
| Total Net Assets BOY | 9348819 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9331341 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 9348819 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9331341 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9348819 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -19339 | ExcessOfRevenueOverExpenses |
| Other Increases | 1861 | OtherIncreases |
| Subtotal | 9331341 | Subtotal |
| Total Net Assets Fund Balances EOY | 9331341 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 2361362 | GrossSalesPrice |
| Cost Or Other Basis | 2119165 | CostOrOtherBasis |
| Gain Or Loss | 242197 | GainOrLoss |
| Gains Minus Excess Or Losses | 242197 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 348009 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 607451 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 11912871 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.050991 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 656363 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 10923894 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.060085 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 605383 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 9376949 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.064561 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 876798 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 11934844 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.073465 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1076293 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 14465107 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.074406 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.323508 | TotalDistributionRatio |
| Average Distribution Ratio | 0.064702 | AverageDistributionRatio |
| Net Noncharitable Assets | 11414741 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 738557 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5757 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 744314 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 666260 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 11513 | InvestmentIncomeExciseTax |
| Subtotal | 11513 | Subtotal |
| Tax Based On Investment Income | 11513 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 14252 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 5000 | TaxPaidWithExtension |
| Total Credits And Payments | 19252 | TotalCreditsAndPayments |
| Overpayment | 7739 | Overpayment |
| Amount Credited To Next Year | 7739 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | WWW.FREDERICKLENZFOUNDATION.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORMAN MARCUS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3107487030 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| NORMAN MARCUS | ||||||||
| 1901 AVENUE OF THE STARS 1100 | LOS ANGELES | CA | 90067 | DIRECTOR., P | 35.00 | 77637 | 0 | 0 |
| LISA LEWINGSON | ||||||||
| 1901 AVENUE OF THE STARS 1100 | LOS ANGELES | CA | 90067 | DIRECTOR | 6.00 | 19478 | 0 | 0 |
| NORMAN S OBERSTEIN | ||||||||
| 1901 AVENUE OF THE STARS 1100 | LOS ANGELES | CA | 90067 | DIRECTOR., V | 37.00 | 76967 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
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) |
|---|---|---|
| Type Of Service | INV MGMT/ACCTNG | TypeOfService |
| Compensation | 84840 | Compensation |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 10918611 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 574959 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 95000 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 11588570 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 11588570 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 173829 | CashDeemedCharitable |
| Net Noncharitable Assets | 11414741 | NetNoncharitableAssets |
| Minimum Investment Return | 570737 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 570737 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 11513 | TaxBasedOnInvestmentIncome |
| Total Tax | 11513 | TotalTax |
| Distributable Amount Before Adj | 559224 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 35000 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 594224 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 594224 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 666260 | ExpensesAndContributions |
| Qualifying Distributions | 666260 | QualifyingDistributions |
| Adj Qualifying Distributions | 666260 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 594224 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 165391 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 282927 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 138662 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 143887 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 23951 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 754818 | TotalExcessDistriCarryover |
| Qualifying Distributions | 666260 | QualifyingDistributions |
| Applied To Current Year | 594224 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 72036 | RemainingDistriFromCorpus |
| Total Corpus | 826854 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 165391 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 661463 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 282927 | ExcessFromYear4 |
| Excess From Year3 | 138662 | ExcessFromYear3 |
| Excess From Year2 | 143887 | ExcessFromYear2 |
| Excess From Year1 | 23951 | ExcessFromYear1 |
| Excess From Current Year | 72036 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|---|
| BOULDER MOUNTAIN ZENDO | |||||||||
| 261 WEST MAIN STREET | TORREY | UT | 84775 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | ||
| BROWN UNIVERSITY | |||||||||
| 75 WATERMAN STREET | PROVIDENCE | RI | 02906 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 | ||
| CITY OF HOPE | |||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | 501(C)(3) | UNRESTRICTED | $2,500 | ||
| DEEP STREAMS INST | |||||||||
| 3739 BALBOA STREET | SAN FRANCISCO | CA | 94121 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | BOX 193 | |
| DRAGON SEAT MEDITATION CENTER | |||||||||
| 3921 FRAYSER RALEIGH ROAD | MEMPHIS | TN | 38128 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | PEMA KARPO MEDITATION CENTER | |
| EAST BAY MED CENTER | |||||||||
| 3739 BALBOA ST BOX 193 | SAN FRANCISCO | CA | 94121 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | ||
| EWAM | |||||||||
| 34574 WHITE COYOTE ROAD | ARLEE | MT | 59821 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | ||
| FRIENDS OF ZEN | |||||||||
| 224 RED GABLES ROAD | EAST BROOKFIELD | MA | 01515 | NONE | 501(C)(3) | UNRESTRICTED | $2,500 | POBOX 326 | |
| GREAT MOUNTAIN ZEN CENTER | |||||||||
| 1110 SPARTA DRIVE | LAFAYETTE | CO | 80026 | NONE | 501(C)(3) | UNRESTRICTED | $1,500 | ||
| INSTITUTE FOR JEWISH SPIRITUALITY | |||||||||
| 330 SEVENTH AVE 19TH FL | NEW YORK | NY | 10001 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 | ||
| INTERDEPENDENCE PROJECT THE | |||||||||
| 302 BOWERY | NEW YORK | NY | 10012 | NONE | 501(C)(3) | UNRESTRICTED | $8,000 | ||
| NAROPA UNIVERSITY | |||||||||
| 2130 ARAPAHOE AVENUE | BOULDER | CO | 80302 | NONE | 501(C)(3) | UNRESTRICTED | $23,500 | ||
| NEW YORK UNIVERSITY | |||||||||
| 70 WASHINGTON SQUARE S | NEW YORK | NY | 10012 | NONE | 501(C)(3) | UNRESTRICTED | $2,500 | ||
| 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 | $10,000 | ||
| SHELLEY & DONALD RUBIN CULTURAL TR | |||||||||
| 17 WEST 17TH STREET | NEW YORK | NY | 10011 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | ||
| TENZIN GYATO INS FOR WISDOM & COMP | |||||||||
| 165 GAME FARM ROAD | BERNE | NY | 12023 | NONE | 501(C)(3) | UNRESTRICTED | $2,500 | ||
| TRICYCLE FOUNDATION THE | |||||||||
| 1115 BROADWAY SUITE 1113 | NEW YORK | NY | 10010 | NONE | 501(C)(3) | UNRESTRICTED | $2,500 | ||
| UPAYA ZEN CENTER INC | |||||||||
| 1404 CERRO GORDO ROAD | SANTA FE | NM | 87501 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | ||
| YOUTH YOGA DHARMA | |||||||||
| 95 FLEETWOOD DR | DALY CITY | CA | 94015 | NONE | 501(C)(3) | UNRESTRICTED | $4,500 | ||
| ZEN CENTER OF LA | |||||||||
| 923 S NORMANDIE AVENUE | LOS ANGELES | CA | 90006 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 | ||
| ZEN HOSPICE PROJECT | |||||||||
| 44 GOUGH ST SUITE 303 | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | UNRESTRICTED | $62,500 | ||
| PRISON DHARMA NETWORK | |||||||||
| PO BOX 4623 | BOULDER | CO | 80306 | NONE | 501(C)(3) | UNRESTRICTED | $75,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 292500 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| 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 | |
| DRAGON SEAT MEDITATION CENTER | ||||||||
| 3921 FRAYSER RALEIGH ROAD | MEMPHIS | TN | 38128 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 | PEMA KARPO MEDITATION CENTER |
| INSIGHT MEDITATION SOCIETY | ||||||||
| 1230 PLEASANT STREET | BARRE | MA | 01005 | NONE | 501(C)(3) | UNRESTRICTED | $50,000 | |
| MBA PROJECT INC | ||||||||
| 111 FAIRMOUNT AVE | OAKLAND | CA | 94611 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |
| NAROPA UNIVERSITY | ||||||||
| 2130 ARAPAHOE AVENUE | BOULDER | CO | 80302 | NONE | 501(C)(3) | UNRESTRICTED | $251,000 | |
| NY ZEN CTR FOR CONTEMPLATIVE CARE | ||||||||
| 80 E 11TH ST SUITE 226 | NEW YORK | NY | 10003 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 354000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $332,749 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $348,009 | ExclusionAmount |
Gross Profit Loss Sales Of Invntry GrossProfitLossSalesOfInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -4621 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RECOVERIES OF PY GRANTS | Description |
| Exclusion Code | 41 | ExclusionCode |
| Exclusion | $30,000 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $710,758 | ExclusionAmount |
| Related Or Exempt Function Income | -4621 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 706137 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 10 | LineNumber |
| 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. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (5 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | BEN LARNER | 7172 REGIONAL STREET 224 | DUBLIN | CA | 945682324 | 10000 | X |
| 2 | CAROL ORNSTEIN | 7172 REGIONAL STREET 224 | DUBLIN | CA | 945682324 | 10000 | X |
| 3 | LAWRENCE HARDING | 50 MURRAY STREET 1520 | NEW YORK | NY | 10007 | 18200 | X |
| 4 | MARK ELTON | 607 W HALL STREET | OBERLIN | KS | 67749 | 5938 | X |
| 5 | BARBARA SMITH | 1 BLACKFIELD DR APT 190 | TIBURON | CA | 949202053 | 10000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION | Category |
| Amount | $24,277 | Amount |
| Net Investment Income | 3642 | NetInvestmentIncome |
| Disbursements Charitable Prps | 20635 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| NORMAN MARCUS |
| LISA LEWINGSON |
| NORMAN S OBERSTEIN |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| PIMCO TOTAL RETURN FUND | 1794390 | 1898828 |
| VANGUARD INFLATION | 276787 | 328291 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (16 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BERKSHIRE HATHAWAY CL B | 269241 | 304621 |
| COHEN & STEERS INST | 425616 | 455435 |
| DFA EMERGING MARKETS CORE EQUITY | 1115930 | 1643884 |
| DFA INTL SMALL CAP VALUE | 302796 | 369637 |
| DFA INTL SMALL CO | 366211 | 376896 |
| DFA INTL VALUE PORTFOLIO | 375688 | 546680 |
| DFA TAX MANAGED INTL | ||
| DFA TAX MANAGED US TARGE | ||
| DFA US LARGE CAP VALUE | 457140 | 880107 |
| DFA US MICRO CAP PORT | 139084 | 164708 |
| DFA US SMALL CAP PORT | 197363 | 333954 |
| DFA US SMALL CAP VALUE | 440528 | 623140 |
| ISHARES CORE S&P 500 | 137558 | 143856 |
| SPDR DJ WILSHIRE INTL | 434651 | 498805 |
| VANGUARD TOTAL INTL STK | 717830 | 1001532 |
| VANGUARD TOTAL STK MKT | 786948 | 1403739 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| KORONA COINS | AT COST | 600 | 9000 |
| GS CONNECT S&P GSCI COMMODITY | AT COST | 329326 | 344952 |
| ISHARES FTSE EPRA/NAREIT | AT COST | ||
| VANGUARD INTL EQTY INDEX | AT COST |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $6,910 | Amount |
| Net Investment Income | 1037 | NetInvestmentIncome |
| Disbursements Charitable Prps | 5874 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (19 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| EXPENSES | |||
| 2011 CA & NY REG/FILING FEES | 835 | 835 | |
| BANK FEES | 517 | 517 | |
| DINING & ENTERTAINMENT | 1864 | 1864 | |
| DUES/ MEMBERSHIPS | 695 | 695 | |
| LIABILITY INSURANCE | 1625 | 1625 | |
| LICENSES/FEES | 25 | 25 | |
| PARKING | 41 | 41 | |
| PAYROLL EXPENSE | 1196 | 1196 | |
| POSTAGE & DELIVERY | 1081 | 129 | 952 |
| SERVICE FEES | 4 | 4 | |
| SOUL OF MONEY | 1400 | 1400 | |
| STORAGE | 5968 | 5020 | 948 |
| STOREFRONT | 2175 | 2175 | |
| SUPPLIES | 1246 | 1246 | |
| TELEPHONE | 3437 | 3437 | |
| WEBSITE | 105742 | 100742 | 5000 |
| WORKERS COMP INSURANCE | 1414 | 1414 | |
| COLLABORATION | 12000 | 12000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RECOVERIES OF PY GRANTS | Description |
| Revenue And Expenses Per Books | 30000 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 30000 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET PRIOR PERIOD ADJUSTMENT | Description |
| Amount | $1,861 | Amount |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLong (4 entries)
| IndividualBorrowersName/Individual | Relationship To InsiderRelationshipToInsider | Original Amount Of LoanOriginalAmountOfLoan | Balance DueBalanceDue | Date Of NoteDateOfNote | Repayment TermsRepaymentTerms | Interest RateInterestRate | Security Provided By BorrowerSecurityProvidedByBorrower | Purpose Of LoanPurposeOfLoan | Desc Of Lender ConsiderationDescOfLenderConsideration | Consideration FmvConsiderationFmv |
|---|---|---|---|---|---|---|---|---|---|---|
| PEACE ON THE STREET INC | NONE | 20000 | 18000 | 2011-05 | PAYABLE ON DEMAND | 0.0000 | NONE | UNRESTRICTED GENERAL USE | CASH | 18000 |
| TRICYCLE FOUNDATION | NONE | 38000 | 38000 | 2011-10 | PAYABLE ON DEMAND | 0.1000 | NONE | UNRESTRICTED GENERAL USE | CASH | 38000 |
| TRICYCLE FOUNDATION | NONE | 40000 | 25000 | 2011-11 | PAYABLE ON DEMAND | 0.1000 | NONE | UNRESTRICTED GENERAL USE | CASH | 25000 |
| MY PLACE | NONE | 5000 | 5000 | 2011-02 | PAYABLE ON DEMAND | 0.0000 | NONE | TO SUPPORT FUNDRAISING ACTIVITIES | CASH | 5000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| COUNSULTING | $16,500 | 16500 | |
| INVESTMENT MANAGEMENT | $71,813 | 71813 |
Sales Of Inventory List SalesOfInventoryList
Sale Of Inventory SaleOfInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKS, MUSIC, CDS, DVDS | Category |
| Gross Sales | 3220 | GrossSales |
| Cost Of Goods Sold | 7841 | CostOfGoodsSold |
| Net | -4621 | Net |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| 2011 FORM 990-PF EXCISE TAX | $12,144 | ||
| CA BOE SALES AND USE TAX | $89 | 89 | |
| PAYROLL TAX | $8,938 | 8938 | |
| FOREIGN INCOME TAXES W/H | $5,420 | 5420 |
Comments