2012-11-14T18:57:21-06:00 2011-12-31 ASPIRIANT LLC 11100 SANTA MONICA BLVD STE 600 LOS ANGELES CA 900253392 990PF 2011-01-01 134014022 THE FREDERICK P LENZ FOUNDATION FOR AMERICAN BUDDHISM FRED 3102016577 1901 AVENUE OF THE STARS ROOM/SUITE 1100 LOS ANGELES CA 90067 NORMAN MARCUS 3102016577 2012-11-15 RAYMOND EDWARDS 3108064000 2012-11-14 2011 2016-02-24 21:20:13Z X 11059339 X 90613 259937 259937 449500 5079781 449500 4924 1289 3635 3635 803685 709437 3635 180143 26186 2000 151957 13014 13014 8700 1740 6960 96816 74316 22500 44760 181 8801 20521 20521 154424 154424 1626 1626 5553 1654 3899 525557 102242 5461 382076 225375 225375 750932 102242 5461 607451 52753 607195 349371 869071 869071 96000 96000 96000 40425 41811 41811 15500 15500 6656417 5674731 7260883 1880794 1993944 2089870 324295 657762 686204 18 951 9252271 9348819 11059339 41 41 0 X 9252230 9348819 9252230 9348819 9252271 9348819 9252230 52753 43836 9348819 9348819 CHARLES SCHWAB- SEE ATTACHMENT P 2011-01-01 2011-12-31 2725063 2788272 -63209 -63209 CHARLES SCHWAB- SEE ATTACHMENT P 2009-02-02 2011-11-04 2332893 1842009 490884 490884 449500 false 656363 10923894 0.060085 605383 9376949 0.064561 876798 11934844 0.073465 1076293 14465107 0.074406 904310 13959579 0.064781 0.337298 0.067460 11912871 803642 6072 809714 607451 12144 12144 12144 15500 5000 20500 X 104 8252 8252 false false false false false false false true true CA NY true false false false false true WWW.FREDERICKLENZFOUNDATION.ORG NORMAN MARCUS 3107487030 1901 AVENUE OF THE STARS STE 1100 LOS ANGELES CA 90067 false false false true false false false false false false false false false false false false false false false false NORMAN MARCUS 1901 AVENUE OF TEH STARS 1100 LOS ANGELES CA 90067 35.00 75541 0 0 LISA LEWINGSON 1901 AVENUE OF TEH STARS 1100 LOS ANGELES CA 90067 6.00 29096 0 0 NORMAN S OBERSTEIN 1901 AVENUE OF TEH STARS 1100 LOS ANGELES CA 90067 35.00 75506 0 0 NONE CHARLES SCHWAB INTERNATIONAL 211 MAIN STREET SAN FRANCISCO CA 94105 INVESTMENT MGMT 74316 THE FOUNDATION HOSTED A SOUL OF MONEY INSTITUTE FOUNDRAISING PROGRAM FOR ITS GRANTEES, TO STUDY WAYS OF ENHANCING THEIR FUNDRAISING CAPABILITIES AND SUCCESSES. THE PROGRAM INCLUDED FUNDRAISING PHILOSOPHIES, APPROACHES AND TECHNIQUES. THE PROGRAM WAS COMPRISED OF SEVERAL WEBINARS, A WORKSHOP AND A CONCLUDING THREE DAY CONFERENCE. 59638 N/A 11674016 315269 105000 12094285 12094285 181414 11912871 595644 595644 12144 12144 583500 583500 583500 607451 607451 607451 583500 74504 656363 730867 607451 607451 583500 583500 754818 0 754818 147367 607451 X NAROPA UNIVERSITY 2130 ARAPAHOE AVENUE BOULDER CO 80302 NONE 501(C)(3) UNRESTRICTED 88000 PRISON DHARMA NETWORK POBOX 4623 BOULDER CO 80306 NONE 501(C)(3) UNRESTRICTED 75000 MY PLACE- ADDENDUM TO GRANT POBOX 1838 HENDERSONVILLE NC 28793 NONE 501(C)(3) UNRESTRICTED 2500 FRIENDS OF ZEN 224 RED GABLES ROAD POBOX 326 EAST BROOKFIELD MA 01515 NONE 501(C)(3) UNRESTRICTED 5000 REGENT OF UNIVERSITY OF CALIFORNIA 1000 REGENT UNIVERSITY DR VIRGINIA BEACH VA 23464 NONE 501(C)(3) UNRESTRICTED 7500 MIT 77 MASSACHUSETTS AVE MIT CAMBRIDGE MA 02139 NONE 501(C)(3) UNRESTRICTED 5000 INSTITUTE FOR JEWISH SPIRITUALITY 330 SEVENTH AVE 19TH FL NEW YORK NY 10001 NONE 501(C)(3) UNRESTRICTED 5000 BROOKLYN ZEN CENTER 505 CARROLL STREET SUITE 2A BROOKLYN NY 11215 NONE 501(C)(3) UNRESTRICTED 22500 DRAGON SEAT MEDITATION CENTER 111 S HIGHLAND 408 MEMPHIS TN 38111 NONE 501(C)(3) UNRESTRICTED 3000 MBA PROJECT INC 111 FAIRMOUNT AVE SUITE 508 OAKLAND CA 94611 NONE 501(C)(3) UNRESTRICTED 10000 RUBIN MUSIEUM OF ART 150 WEST 17TH STREET NEW YORK NY 10011 NONE 501(C)(3) UNRESTRICTED 1875 225375 CITY OF HOPE 1500 EAST DUARTE ROAD DUARTE CA 91010 NONE 501(C)(3) UNRESTRICTED 5000 DEEP STREAMS ZEN INSTITUTE 3739 BALBOA ST BOX 193 SAN FRANCISCO CA 94121 NONE 501(C)(3) UNRESTRICTED 10000 DRAGON SEAT MEDITATION CENTER 3921 FRAYSER RALEIGH ROAD MEMPHIS TN 38128 NONE 501(C)(3) UNRESTRICTED 10000 EWAM 34574 WHITE COYOTE RD ARLEE MT 59821 NONE 501(C)(3) UNRESTRICTED 10000 NY ZEN CTR FOR CONTEMPLATIVE CARE 80 E 11TH ST SUITE 226 NEW YORK NY 10003 NONE 501(C)(3) UNRESTRICTED 10000 THE RECIPROCITY FOUNDATION INC 255 W 36TH ST STE 1204 NEW YORK NY 10018 NONE 501(C)(3) UNRESTRICTED 10000 YOUTH YOGA DHARMA 95 FLEETWOOD DR DALY CITY CA 94015 NONE 501(C)(3) UNRESTRICTED 2000 ZEN HOSPICE PROJECT 44 GOUGH ST SUITE 303 SAN FRANCISCO CA 94103 NONE 501(C)(3) UNRESTRICTED 62500 UPAYA ZEN CENTER INC 1404 CERRO GORDO ROAD SANTA FE NM 87501 NONE 501(C)(3) UNRESTRICTED 62500 182000 14 259937 18 449500 3635 709437 3635 713072 10 THE SELLING OF INSTRUCTIONAL BOOKS, AUDIO, AND VIDEO false false false false false false false false false false X X 1 BEN LARNER 7172 REGIONAL STREET 224 DUBLIN CA 945682324 18489 X 2 CAROL ORNSTEIN 7172 REGIONAL STREET 224 DUBLIN CA 945682324 10989 X 3 STRATAGY SOFTWARE CORPORATION 295 GREENWICH STREET SUITE 170 NEW YORK NY 10006 8000 X ACCOUNTING & TAX PREPARATION 8700 1740 6960 NORMAN MARCUS LISA LEWINGSON NORMAN S OBERSTEIN GENERAL ELECTIONS YEAR ENDED: DECEMBER 31, 2011 13-4014022 THE FREDERICK P. LENZ FOUNDATION FOR AMERICAN BUDDHISM 1901 AVENUE OF THE STARS 1100 LOS ANGELES, CA 90067 TREATMENT OF QUALIFYING DISTRIBUTIONS ELECTION UNDER IRC SECTION 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF: X CORPUS FROM THE TAX YEARS ENDING: TAX YEAR AMOUNT _2009___ ___74,504 _2010___ __ 508,967 ________ _________ PIMCO TOTAL RETURN FUND 1647151 1694041 VANGUARD INFLATION 346793 395829 EQUITY FUNDS COHEN & STEERS INST 423162 425092 DFA EMERGING MARKETS CORE EQUITY 647571 977478 DFA INTL SMALL CAP VALUE 380000 394490 DFA INTL SMALL CO 509491 453076 DFA INTL VALUE PORTFOLIO 319517 427413 DFA TAX MANAGED INTL 247075 234784 DFA TAX MANAGED US TARGE 112454 111606 DFA US LARGE CAP VALUE 571702 919724 DFA US SMALL CAP PORT 126630 239152 DFA US SMALL CAP VALUE 793339 893847 DFA US MICRO CAP PORT 244277 257352 VANGUARD TOTAL INTL STK 497395 674592 VANGUARD TOTAL STK MKT 802118 1252277 KORONA COINS AT COST 600 9000 GS CONNECT S&P GSCI COMMODITY AT COST 295412 319075 ISHARES FTSE EPRA/NAREIT AT COST 351770 348930 VANGUARD INTL EQTY INDEX AT COST 9980 9199 DEPRECIABLE ASSETS MISCELLANEOUS RECEIVABLES 411 WORKERS COMP DEPOSIT 540 EXPENSES PAYROLL EXPENSE 729 729 PARKING 60 60 BANK FEES 627 627 SERVICE FEES 5 5 DUES/ MEMBERSHIPS 695 695 LIABILITY INSURANCE 1925 1925 WORKERS COMP INSURANCE 1042 1042 INTERNET EXPENSE 560 560 LICENSES/FEES 25 25 POSTAGE 1356 1356 STORAGE 5983 1027 4956 SUPPLIES 1213 1213 2010 CA & NY REGISTRATION 910 910 2010 FORM 990-PF ES PENALTY 221 221 WEBSITE 2202 2202 REFUND OF 2010 CONTRIBUTION -12000 -12000 NET PRIOR PERIOD ADJUSTMENT 43836 SALES TAX PAYABLE 41 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 40000 2011-11 PAYABLE ON DEMAND 0.1000 NONE UNRESTRICTED GENERAL USE CASH 40000 COUNSULTING 22500 22500 INVESTMENT MANAGEMENT 74316 74316 BOOKS, MUSIC, CDS, DVDS 4924 1289 3635 2010 FORM 990-PF EXCISE TAX 35778 CA BOE INTERNET TAX 181 181 PAYROLL TAX 8801 8801