2026-07-16T14:53:43-05:00 2025-12-31 261518255 ASPIRIANT LLC 11100 SANTA MONICA BLVD STE 500 LOS ANGELES CA 900253328 990PF 2025-01-01 134014022 THE FREDERICK P LENZ FOUNDATION FOR AMERICAN BUDDHISM FRED 3102016577 11100 SANTA MONICA BLVD 500 LOS ANGELES CA 90025 LIZ LEWINSON CEO 3102016577 2026-07-14 1 MOHAMMADALI ROUZEGARIAN P01620722 3108064000 2025 2025-03-06 01:10:19Z X 15112241 X 23625 459329 459329 334656 1625295 334656 1417 1417 0 819027 795402 0 215461 28010 0 187451 289007 43351 0 245656 32292 4844 0 27448 118867 76367 0 42500 28349 9168 0 7543 1212 0 0 1212 62900 2742 0 60158 748088 164482 0 571968 45333 45333 793421 164482 0 617301 25606 630920 0 198525 170477 170477 42912 900297 900297 8176 8538 8538 9531334 10239308 10239308 3809995 3793621 3793621 13590942 15112241 15112241 1628 1321 460 764 2088 2085 X 0 0 0 0 13588854 15110156 13588854 15110156 13590942 15112241 13588854 25606 1495696 15110156 0 15110156 PUBLICLY TRADED SECURITIES 2025-01-01 2025-12-31 248183 269444 -21261 -21261 PUBLICLY TRADED SECURITIES 2024-01-01 2025-12-31 1377112 1355094 22018 22018 CAPITAL GAINS DISTRIBUTIONS 2024-01-01 2025-12-31 333899 333899 334656 -21261 8770 0 8770 0 8770 8538 0 6000 0 14538 0 5768 5768 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 500 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 LIZ LEWINSON 1901 AVENUE OF THE STARS STE 1100 LOS ANGELES CA 90067 CEO, TREASURER 1.00 104809 0 0 NORMAN OBERSTEIN 1901 AVENUE OF THE STARS STE 1100 LOS ANGELES CA 90067 VICE PRESIDENT / SECRETARY 1.00 82048 0 0 ROB FRANCAIS 1901 AVENUE OF THE STARS STE 1100 LOS ANGELES CA 90067 DIRECTOR 1.00 28604 0 0 NONE 0 GIPSON HOFFMAN & PANCIONE 1901 AVENUE OF THE STARS SUITE 1100 LOS ANGELES CA 90067 LEGAL SERVICES 114246 0 0 13922483 323219 0 14245702 0 0 14245702 213686 14032016 701601 701601 8770 8770 692831 0 692831 0 692831 617301 0 617301 692831 0 0 3246 43690 163601 699743 910280 617301 0 0 0 617301 0 75530 75530 834750 0 0 0 0 0 0 0 834750 135007 699743 X NAROPA UNIVERSITY 2130 ARAPAHOE AVE BOULDER CO 80302 NONE PC UNRESTRICTED 41833 THE BOULDER MOUNTAIN ZENDO 1375 MILITARY WAY SALT LAKE CITY UT 84103 NONE PC UNRESTRICTED 3500 45333 0 14 459329 15 1417 18 334656 0 795402 0 795402 0 0 0 0 0 0 0 0 0 0 X X 1 MARK SIPOS 31907 JIMDORA WAY BONSALL CA 92003 11400 X ACCOUTNING FEES 32292 4844 0 27448 DFA ONE YEAR FIXED INCM 502473 502473 ASPIRIANT RISK MANAGED TAXABLE BOND 2665188 2665188 FIDELITY TOTAL BOND ETF 625960 625960 DFA EMERGING MKTS CORE EQUITY 729856 729856 DFA EMERGING MKTS VALUE 331455 331455 ASPIRIANT RISK MGD E 1680913 1680913 ASPIRIANT DEFENSIVE 2036509 2036509 ISHARES CORE S&P US 637184 637184 DFA INTERNATIONAL CORE EQUITY 1216889 1216889 VANGAURD SMALL CAP VALUE 263043 263043 DFA INTL SMALL CAP VALUE 654881 654881 VANGUARD DIVIDEND GROWTH 257515 257515 GMO QUALITY R6 1061882 1061882 ISHARES CORE S&P 500 1138370 1138370 VANGUARD S&P SMALL CAP 230811 230811 LEGAL FEES 289007 43351 0 245656 BANK CHARGES 236 0 0 236 HEALTH INSURANCE (OFFICERS) 21093 2742 0 18351 LIABILITY INSURANCE 5482 0 0 5482 MARKETING 20923 0 0 20923 OFFICE EXPENSES 9395 0 0 9395 PAYROLL EXPENSE 852 0 0 852 STORAGE 1706 0 0 1706 WEBSITE 3263 0 0 3263 PROFESSIONAL SERVICES 6000 0 0 6000 CHAR500 ANNUAL FILING FEE 750 0 0 750 RRF-1 ANNUAL REGISTRATION RENEWAL FEE 200 0 0 200 RECOVERY OF A PRIOR QUALIFYING DISTRIBUTION -7000 0 0 -7000 ROYALTIES 1417 1417 0 CHANGE IN UNREALIZED GAINS 1495696 CREDIT CARD BALANCE 460 764 INVESTMENT ADVISORY FEES 76367 76367 0 0 CONSULTING FEES 42500 0 0 42500 FOREIGN TAXES PAID 8040 8040 0 0 IRS EXCISE TAXES 11638 0 0 0 PAYROLL TAXES 8671 1128 0 7543