2024-05-09T13:57:10-05:00 2023-12-31 261518255 ASPIRIANT LLC 11100 SANTA MONICA BLVD STE 600 LOS ANGELES CA 90025 990PF 2023-01-01 262450509 CHIZEN FAMILY FOUNDATION CHIZ 3108064000 11100 SANTA MONICA BLVD STE 600 LOS ANGELES CA 90025 GAIL B CHIZEN TREASURER 3108064000 2024-05-08 1 GAIL CHIZEN 999009999 0 CHRISTOPHER J MURRAY P01085641 3108064000 2024-05-03 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 11340641 X X 349091 349091 35909 150378 35909 385000 385000 0 0 0 0 0 950 0 0 950 11200 0 0 11200 21973 21973 0 0 20334 16660 0 0 100 0 0 100 54557 38633 0 12250 381472 381472 436029 38633 0 393722 -51029 346367 0 13782 51263 51263 123316 167682 167682 5600 4000 4000 8623231 9773981 9773981 1321359 1343715 1343715 10087288 11340641 11340641 310 17850 310 17850 X 0 0 0 0 10086978 11322791 10086978 11322791 10087288 11340641 10086978 -51029 1286842 11322791 0 11322791 PUBLICLY TRADED SECURITIES - CAPITAL GAIN DISTRIBUTIONS 2022-01-01 2023-12-31 3191 3191 3191 PUBLICLY TRADED SECURITIES 2022-01-01 2023-12-31 147187 114469 32718 32718 35909 0 4815 0 4815 0 4815 4000 0 0 0 4000 0 815 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A ASPIRIANT 3108064000 11100 SANTA MONICA BLVD 600 LOS ANGELES CA 90025 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRUCE R CHIZEN 11100 SANTA MONICA BLVD STE 600 LOS ANGELES CA 90025 PRESIDENT, DIRECTOR 0.00 0 0 0 GAIL B CHIZEN 11100 SANTA MONICA BLVD STE 600 LOS ANGELES CA 90025 TREASURER, SECRETARY 0.00 0 0 0 JESSICA H CHIZEN 11100 SANTA MONICA BLVD STE 600 LOS ANGELES CA 90025 DIRECTOR 0.00 0 0 0 STEVEN M CHIZEN 11100 SANTA MONICA BLVD STE 600 LOS ANGELES CA 90025 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 10557020 140253 0 10697273 0 0 10697273 160459 10536814 526841 526841 4815 4815 522026 0 522026 0 522026 393722 0 393722 522026 0 0 95677 42371 176311 314359 393722 0 0 0 393722 0 128304 128304 186055 0 0 0 0 0 0 0 186055 9744 176311 BRUCE R CHIZEN GAIL B CHIZEN X ALRP 1663 MISSION STREET SUITE 500 SAN FRANCISCO CA 94103 NONE PC UNRESTRICTED 300 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 220 EAST 42ND SUITE 400 NEW YORK NY 10017 NONE PC UNRESTRICTED 5000 AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC 20006 NONE PC UNRESTRICTED 5000 BRIGHTER CHILDREN 23 BRENNAN STREET HUNTINGTON NY 11743 NONE PC UNRESTRICTED 1000 BROADWAY CARES 165 WEST 46TH STREET SUITE 1300 NEW YORK NY 10036 NONE PC UNRESTRICTED 1500 CAMP TAWONGA 131 STEUART STREET SUITE 460 SAN FRANCISCO CA 94105 NONE PC UNRESTRICTED 50000 CARING BRIDGE 3600 AMERICAN BOULEVARD WEST SUITE 405 BLOOMINGTON MN 55431 NONE PC UNRESTRICTED 50 CHAPEL HILL ISD 11134 COUNTY ROAD 2249 TYLER TX 75707 NONE PC UNRESTRICTED 143 CHILDRENS DISCOVERY MUSEUM 180 WOZ WAY SAN JOSE CA 95110 NONE PC UNRESTRICTED 25000 CITY ARTS & LECTURES 257 OAK STREET SAN FRANCISCO CA 94102 NONE PC UNRESTRICTED 120 CMTA PO BOX105 GLENOLDEN PA 19036 NONE PC UNRESTRICTED 100000 DE YOUNG MUSEUM 50 HAGIWARA TEA GARDEN DRIVE SAN FRANCISCO CA 94118 NONE PC UNRESTRICTED 119 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 NONE PC UNRESTRICTED 1000 GOLDEN STATE WARRIORS COMMUNITY FOUNDATION 1011 BROADWAY OAKLAND CA 94607 NONE PC UNRESTRICTED 250 HAWAI'I COMMUNITY FUND 827 FORT STREET MALL HONOLULU HI 96813 NONE PC UNRESTRICTED 5000 I AM ALS 1200 PENNSLYVANIA AVE NW WASHINGTON DC 20044 NONE PC UNRESTRICTED 2500 J THE JEWISH NEWS OF NORTHERN CALIFORNIA PO BOX 192604 SAN FRANCISCO CA 94119 NONE PC UNRESTRICTED 500 KHAN ACADEMY PO BOX 1630 MOUNTAIN VIEW CA 94042 NONE PC UNRESTRICTED 5000 KQED 2601 MARIPOSA STREET SAN FRANCISCO CA 94110 NONE PC UNRESTRICTED 25000 LIFEMOVES 2550 GREAT AMERICAN WAY SUITE 201 SANTA CLARA CA 95054 NONE PC UNRESTRICTED 500 LINCOLN CENTER THEATER 150 WEST 65TH STREET NEW YORK NY 10023 NONE PC UNRESTRICTED 2500 LOS ALTOS MOUNTAIN VIEW COMMUNITY FOUNDATION 183 HILLVIEW AVENUE LOS ALTOS CA 94022 NONE PC UNRESTRICTED 10000 MAGEN DAVID ADOM 20 W 36TH STREET SUITE 1100 NEW YORK NY 10018 NONE PC UNRESTRICTED 1000 PHONIEX HOUSE 34-11 VERNON BLVD LONG ISLAND CITY NY 11106 NONE PC UNRESTRICTED 1000 PIVOTAL 75 E SANTA CLARA STREET STE 900 SAN JOSE CA 95113 NONE PC UNRESTRICTED 1000 RESOURCE AREA FOR TEACHING 1355 RIDDER PARK DRIVE SAN JOSE CA 95131 NONE PC UNRESTRICTED 5000 SAN JOSE MUSEUM OF ART 110 SOUTH MARKET STREET SAN JOSE CA 95113 NONE PC UNRESTRICTED 1000 SECOND HARVEST FOOD BANK 750 CURTNER AVENUE SAN JOSE CA 95125 NONE PC UNRESTRICTED 100000 SILICON VALLEY EDUCATION FOUNDATION 1400 PARKMOOR AVE SUITE 200 SAN JOSE CA 95126 NONE PC UNRESTRICTED 25000 SILICONY VALLEY BICYCLE COALITION 155 S 11TH STREET SAN JOSE CA 95112 NONE PC UNRESTRICTED 540 STANFORD 326 GALVEZ STREET STANFORD CA 94305 NONE PC UNRESTRICTED 250 UCSF 2001 THE EMBARCADERO 3RD FLOOR SAN FRANCISCO CA 94133 NONE PC UNRESTRICTED 5000 WASHINGTON UNIVERSITY IN ST LOUIS MSC 1082 ONE BROOKINGS DRIVE ST LOUIS MO 63130 NONE PC UNRESTRICTED 200 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 NONE PC UNRESTRICTED 1000 381472 0 14 349091 18 35909 0 385000 0 385000 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 11200 0 0 11200 METROPOLITAN WEST TOTAL 677708 677708 DOUBLELINE TOTAL RTN BOND FUND 284122 284122 VANGUARD TOTAL BOND 381885 381885 BERKSHIRE HATHAWAY CLASS B 240032 240032 VANGUARD SMALL CAP VALUE 623956 623956 VANGUARD TOTAL INTL STK 271186 271186 VANGUARD FTSE ALL WORLD 972120 972120 SPDR S&P 500 INDEX 2319988 2319988 ISHARES CORE S&P US 209897 209897 DFA INTL VALUE PORT 301206 301206 DFA INTL SMALL CO PORT 36152 36152 DFA INTL SMALL CAP VALUE 390935 390935 DFA INTL CORE EQUTY PORT 2170594 2170594 DFA EMERGING MARKETS VALUE 1098379 1098379 DFA EMERGING MARKETS CORE 976002 976002 DFA US LARGE CAP VALUE 163534 163534 LEGAL FEES 950 0 0 950 CA AG FILING FEES 100 0 0 100 CHANGE IN UNREALIZED GAINS 1286842 ADVISORY FEES 21973 21973 0 0 EXCISE TAX 3674 0 0 0 FOREIGN TAXES PAID 16660 16660 0 0