2025-05-15T11:55:10-05:00 2024-12-31 261518255 ASPIRIANT LLC 11100 SANTA MONICA BLVD STE 600 LOS ANGELES CA 900253328 990PF 2024-01-01 831345809 THE GINGER AND TONY ALLEN FAMILY FOUNDATION GING 9492334390 907 EMERALD BAY LAGUNA BEACH CA 92651 TRACY FRIEDMANN PRESIDENT 3108064000 2025-05-14 1 0 ADA ROBINSON P01525530 3108064000 2025-05-14 2024 2025-03-06 01:10:19Z X 1511990 X 317508 38383 38383 32926 541537 113344 388817 151727 0 0 0 0 0 8277 0 0 8277 5723 5723 0 0 4787 540 0 0 600 0 0 0 19387 6263 0 8277 167706 167706 187093 6263 0 175983 201724 145464 0 2751 2906 2906 71293 71063 71063 3241 3241 3241 944704 1184156 1184156 205928 250624 250624 1227917 1511990 1511990 0 0 X 0 0 0 0 1227917 1511990 1227917 1511990 1227917 1511990 1227917 201724 82349 1511990 0 1511990 CAPITAL GAIN DISTRIBUTIONS 2023-01-01 2024-12-31 14437 14437 14437 SCHWAB X8629 2023-01-01 2024-12-31 527100 428193 98907 98907 GAIN ADJUSTMENT ON DONATED STOCKS 2023-01-01 2024-12-31 0 0 113344 0 2022 0 2022 0 2022 4000 0 0 0 4000 0 1978 1978 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A ASPIRIANT LLC 3108064000 11100 SANTA MONICA BLVD STE 600 LOS ANGELES CA 90025 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TRACY A FRIEDMANN 907 EMERALD BAY LAGUNA BEACH CA 92651 PRESIDENT/DIRECTOR 1.00 0 0 0 SCOTT A ALLEN 2618 SAN MIGUEL DR SUITE 502 NEWPORT BEACH CA 92660 V.P./SECRETARY 1.00 0 0 0 ANTHONY A ALLEN 4615 GORHAM DR CORONA DEL MAR CA 92625 DIRECTOR 1.00 0 0 0 VIRGINIA M ALLEN 4615 GORHAM DR CORONA DEL MAR CA 92625 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1394111 54824 0 1448935 0 0 1448935 21734 1427201 71360 71360 2022 2022 69338 0 69338 0 69338 175983 0 175983 69338 0 0 30365 8217 164491 203073 175983 0 0 0 69338 106645 0 0 309718 0 0 0 0 0 0 0 309718 30365 8217 164491 106645 ANTHONY A ALLEN VIRGINIA M ALLEN X HOAG HOSPITAL FOUNDATION 330 PLACENTIA AVE 100 NEWPORT BEACH CA 92663 NONE PC UNRESTRICTED 97706 TROJAN SIG FOUNDATION 3460 TORRANCE BLVD STE 200 TORRANCE CA 90503 NONE PC UNRESTRICTED 70000 167706 0 14 38383 18 32926 0 71309 0 71309 0 0 0 0 0 0 0 0 0 0 X X 1 ANTHONY A VIRGINIA M ALLEN 4615 GORHAM DR CORONA DEL MAR CA 92625 66825 X 2 ANTHONY A VIRGINIA M ALLEN 4615 GORHAM DR CORONA DEL MAR CA 92625 150028 X 3 ANTHONY A VIRGINIA M ALLEN 4615 GORHAM DR CORONA DEL MAR CA 92625 42513 X 4 ANTHONY A VIRGINIA M ALLEN 4615 GORHAM DR CORONA DEL MAR CA 92625 58142 X 1 PUBLICLY TRADED SECURITIES 66825 2024-08-31 2 PUBLICLY TRADED SECURITIES 150028 2024-12-31 3 PUBLICLY TRADED SECURITIES 42513 2024-01-31 4 PUBLICLY TRADED SECURITIES 58142 2024-03-31 ACCOUNTING FEES 8277 0 0 8277 ASPIRIANT RISK-MANAGED TAXABLE BOND 250624 250624 APPLE INC 93657 93657 ASPIRIANT DEFENSIVE ALLOCATION 160669 160669 ASPIRIANT RISK-MANAGED EQUITY ALLC ADV 145010 145010 BERKSHIRE HATHAWAY 185845 185845 CISCO SYS INC 58134 58134 DFA EMERGING MARKETS CORE EQUITY I 34023 34023 DFA EMERGING MARKETS VALUE I 32296 32296 DFA INTERNATIONAL CORE E 77674 77674 DFA INTERNATIONAL SMALL 34521 34521 GMO QUALITY R6 155802 155802 ISHARES CORE S&P 500 55925 55925 ISHARES CORE S&P US 53239 53239 VANGUARD SMALL CAP VALUE 18034 18034 WALMART INC 79327 79327 ATTORNEY GENERAL FILING FEE 100 0 0 0 DUES AND SUBSCRIPTIONS 500 0 0 0 CHANGE IN UNREALIZED GAIN/LOSSES 82349 INVESTMENT MANAGEMENT FEES 5723 5723 0 0 FOREIGN TAXES PAID 540 540 0 0 EXCISE TAX 4247 0 0 0