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-13812 PUBLICLY TRADED SECURITIES 2022-01-01 2023-12-31 1713112 1617520 95592 95592 CAPITAL GAIN DISTRIBUTIONS 2022-01-01 2023-12-31 55263 55263 137043 -13812 6244 0 6244 0 6244 4482 0 10000 0 14482 X 62 8176 8176 0 0 0 0 0 0 0 0 0 0 0 1 1 CA NY 1 0 0 0 0 1 WWW.FREDERICKLENZFOUNDATION.ORG ASPIRIANT LLC 3108064000 11100 SANTA MONICA BLVD STE 600 LOS ANGELES CA 90025 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LISA LEWINSON 1901 AVENUE OF THE STARS STE 1100 LOS ANGELES CA 90067 CEO, TREASURER 1.00 98706 0 0 NORMAN OBERSTEIN 1901 AVENUE OF THE STARS STE 1100 LOS ANGELES CA 90067 VICE PRESIDENT / SECRETARY 1.00 77339 0 0 ROB FRANCAIS 1901 AVENUE OF THE STARS STE 1100 LOS ANGELES CA 90067 DIRECTOR 1.00 29962 0 0 NONE 0 NONE 0 0 10803939 319284 0 11123223 0 0 11123223 166848 10956375 547819 547819 6244 6244 541575 0 541575 0 541575 705176 0 705176 541575 0 0 3246 43690 46936 705176 0 0 0 541575 163601 0 0 210537 0 0 0 0 0 0 0 210537 3246 43690 163601 X BERKELEY ZEN CENTER 1931 RUSSELL ST BERKELEY CA 94703 NONE PC UNRESTRICTED 9000 BODHI YOUTH OF AMERICA (BYA) INC 23001 BIG PINES HWY VALYERMO CA 93563 NONE PC UNRESTRICTED 14000 BOUNDLESS FREEDOM PROJECT 5960 SOUTH LAND PARK DR 584 SACRAMENT CA 95822 NONE PC UNRESTRICTED 12500 BRAIDED WISDOM INC 5214F DIAMOND HEIGHTS BLVD NO 422 SAN FRANCISCO CA 94131 NONE PC UNRESTRICTED 18000 BREADED LOAF MOUNTAIN MONASTERY INC PO BOX 818 MIDDLEBURY VT 05753 NONE PC UNRESTRICTED 5000 BUDDHIST ARTS AND FILM FESTIVAL 635 PARAGON DR BOULDER CO 80303 NONE PC UNRESTRICTED 1000 DHARMADATTA COMMUNITY 8663 OLD RAPIDAN ROAD ORANGE VA 22960 NONE PC UNRESTRICTED 1000 DRALA MOUNTAIN CENTER 151 SHAMBHALA WAY RED FEATHER LAKES CO 80545 NONE PC UNRESTRICTED 10000 IMPACT THEATRE INC PO BOX 12666 BERKELEY CA 94712 NONE PC UNRESTRICTED 6000 INWARD BOUND MINDFULNESS EDUCATION INC 878 WASHINGTON ST UNIT 1119 ATTTLEBORO MA 02703 NONE PC UNRESTRICTED 20000 LIFE TRANSITION MEDITATION CENTER PO BOX 9286 SANTA FE NM 87504 NONE PC UNRESTRICTED 15000 LINEAGE PROJECT INC 228 PARK AVE S PMB 98592 NEW YORK NY 10003 NONE PC UNRESTRICTED 20000 LION'S ROAR FOUNDATION 548 MARKET ST BOX 17113 SAN FRANCISCO CA 94104 NONE PC UNRESTRICTED 13500 LONG BEACH MEDITATION 5100 E THE TOLEDO LONG BEACH CA 90803 NONE PC UNRESTRICTED 5000 MISSION BE INC 62 THUNDER ROAD MILLER PLACE NY 11764 NONE PC UNRESTRICTED 14000 NAROPA UNIVERSITY 2130 ARAPAHOE AVE BOULDER CO 80302 NONE PC UNRESTRICTED 41833 NATURAL CAPITALISM SOLUTIONS INC 11823 N 75TH ST LONGMONT CO 80503 NONE PC UNRESTRICTED 5000 NEW YORK ZEN CENTER FOR CONTEMPLATIVE CARE INC 119 W 23RD ST SUITE 401 NEW YORK NY 10011 NONE PC UNRESTRICTED 10000 NORTHERN COLORADO FOUNDATION INC 4745 WHEATON DRIVE FORT COLLINS CO 80525 NONE PC UNRESTRICTED 10000 PACIFIC ZEN INSTITUTE PO BOX 2972 SANTA ROSA CA 95405 NONE PC UNRESTRICTED 13500 RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA 1001 N EMMET ST CHARLOTTESVILLE VA 22903 NONE PC UNRESTRICTED 10000 ROCKY MOUNTAIN ECODHARMA RETREAT CENTER 8941 OVERLAND RD WARD CO 80481 NONE PC UNRESTRICTED 10000 RUBIN MUSEUM OF ART 150 W 17TH ST NEW YORK NY 10011 NONE PC UNRESTRICTED 10000 SILENT THUNDER ORDER INC 984 SAINT CHARLES AVE NE ATLANTA GA 30306 NONE PC UNRESTRICTED 3500 TELEOSIS FOUNDATION DBA SHINING BRIGHT LOTUS MEDITATION SOCIETY PO BOX 101 CHATHAM NY 12037 NONE PC UNRESTRICTED 8000 THE BOULDER MOUNTAIN ZENDO DBA TWO ARROW ZEN 21 N G ST SALT LAKE CITY UT 84103 NONE PC UNRESTRICTED 1000 THE FRIENDS OF THE WESTERN BUDDHIST ORDER NYC INC 219 SULLIVAN ST NARROWSBURG NY 12764 NONE PC UNRESTRICTED 6000 THE TREASURY OF LIVES INC 17 W 17TH ST FL 9 NEW YORK CITY NY 10011 NONE PC UNRESTRICTED 7500 VETERANS PATH INC 1540 SOUTH 8TH STREET NO 38546 COLORADO SPRINGS CO 80905 NONE PC UNRESTRICTED 15000 ZEN CENTER NORTH SHORE INC PO BOX 3291 BEVERLY MA 01915 NONE PC UNRESTRICTED 16000 ZEN PEACEMAKERS INC 190 VALLEY VISTA LANE BOULDER CO 80302 NONE PC UNRESTRICTED 8000 339333 0 14 421152 15 2396 18 137043 0 560591 0 560591 0 0 0 0 0 0 0 0 0 0 ACCOUTNING FEES 30743 4611 0 26132 DFA ONE YEAR FIXED INCM 698434 698434 ASPIRIANT RISK MANAGED TAXABLE BOND 2627997 2627997 DFA EMERGING MKTS CORE EQUITY 510659 510659 DFA EMERGING MKTS VALUE 314094 314094 ASPIRIANT RISK MGD E 2575340 2575340 ASPIRIANT DEFENSIVE 3011812 3011812 ISHARES CORE S&P US 268675 268675 DFA INTERNATIONAL CORE EQUITY 579087 579087 VANGAURD SMALL CAP VALUE 116621 116621 DFA INTL SMALL CAP VALUE 316907 316907 VANGUARD DIVIDEND GROWTH 144409 144409 LEGAL FEES 63727 9559 0 54168 BANK CHARGES 1442 0 0 1442 HEALTH INSURANCE (OFFICERS) 15010 1951 0 13059 LIABILITY INSURANCE 4290 0 0 4290 MARKETING 18136 0 0 18136 OFFICE EXPENSES 2582 0 0 2582 PAYROLL EXPENSE 821 0 0 821 STORAGE 2065 0 0 2065 WEBSITE 1853 0 0 1853 PROFESSIONAL SERVICES 14600 0 0 14600 RRF-1 ANNUAL REGISTRATION RENEWAL FEE 100 0 0 100 CHAR500 ANNUAL FILING FEE 750 0 0 750 ROYALTIES 2396 2396 0 CHANGE IN UNREALIZED GAINS 635053 CREDIT CARD BALANCE 260 241 INVESTMENT ADVISORY FEES 62370 62370 0 0 CONSULTING FEES 39509 0 0 39509 FOREIGN TAXES PAID 5060 5060 0 0 IRS EXCISE TAXES 2026 0 0 0 PAYROLL TAXES 8173 1063 0 7110