MITZ FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MITZ FAMILY CHARITABLE FOUNDATION (EIN 83-4375522)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-12-20
- IRS object ID
- 202203549349100205
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-20T09:54:13-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 821640885 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KNB HOLDINGS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5815 EL CAMINO RD | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 834375522 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MITZ FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MITZ | BusinessNameControlTxt |
| Phone | 9729777922 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 EAGLES LANDING LN | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89141 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VINCENT MITZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9729777922 | PhoneNum |
| Signature | 2022-12-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VINCENT | PersonFirstNm |
| Person Last | MITZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY N BLOCK CPA | PreparerPersonNm |
| PTIN | P00799203 | PTIN |
| Phone | 7025440635 | PhoneNum |
| Preparation | 2022-12-20 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,945,670 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,275 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $75,077 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,077 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $55,437 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,546,357 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $55,437 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $134,794 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $130,519 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,425 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,542 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,967 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,425 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $191,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $191,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $195,967 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,425 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $191,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$61,173 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $127,094 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,371 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $174,418 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $174,418 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,973,418 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,748,056 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,771,252 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,983,789 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,922,474 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,945,670 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,503 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,503 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,983,789 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,920,971 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,983,789 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,920,971 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,983,789 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,922,474 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,983,789 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$61,173 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,922,616 | SubtotalAmt |
| Other Decreases | $1,645 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,920,971 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PIMCO FDS PAC INVT MGMT SER REAL RETURN BD | P | 2021-02-09 | 2021-07-06 | $49,993 | $50,124 | -$131 | -$131 |
| PIMCO INVESTMENT GRADE CREDIT | P | 2020-11-02 | 2021-10-07 | $14,226 | $14,541 | -$315 | -$315 |
| FIDELITY FUNDS FIDELITY TREASURY ONLY | P | 2020-03-11 | 2021-02-08 | $39,993 | $40,000 | -$7 | -$7 |
| FIDELITY FUNDS FIDELITY TREASURY ONLY | P | 2020-03-11 | 2021-02-09 | $433,553 | $433,567 | -$14 | -$14 |
| DOUBLELINE TOTAL RETURN BOND FUND CLASS N | P | 2020-07-01 | 2021-12-16 | $299,986 | $306,869 | -$6,883 | -$6,883 |
| PIMCO INVESTMENT GRADE CREDIT | P | 2019-10-18 | 2021-02-09 | $200,000 | $195,510 | $4,490 | $4,490 |
| PIMCO INVESTMENT GRADE CREDIT | P | 2019-10-18 | 2021-02-22 | $200,000 | $198,362 | $1,638 | $1,638 |
| PIMCO INVESTMENT GRADE CREDIT | P | 2019-10-18 | 2021-07-06 | $41,993 | $41,354 | $639 | $639 |
| PIMCO INVESTMENT GRADE CREDIT | P | 2019-11-01 | 2021-10-07 | $207,294 | $210,593 | -$3,299 | -$3,299 |
| CAPITAL GAINS DIVIDENDS | P | $59,319 | $59,319 | $59,319 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $55,437 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,767 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,767 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,767 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $768 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VINCENT MITZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9729777922 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 EAGLES LANDING LN | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VINCENT MITZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 EAGLES LANDING LN | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,881,658 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,332 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,932,990 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,932,990 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,995 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,888,995 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $144,450 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $144,450 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,767 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,767 | TotalTaxAmt |
| Distributable Before Adj | $142,683 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $142,683 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $142,683 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $191,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $191,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $142,683 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $86,933 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $191,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $86,933 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $104,067 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $38,616 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VINCENT MITZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 4SHAYJ FOUNDATION | |||||||
| 84573 ANCHORA WAY | INDIO | CA | 92203 | NOT RELATED | 501(C)(3) NONPROFIT | TO HELP TO PROVIDE SKATEBOARDING HELMETS TO CHILDREN WHO CANNOT AFFORD THEM AND TO OFFER PROTECTION, EDUCATION, AND AWARENESS TO CHILDREN ACROSS THE U.S. ABOUT THE IMPORTANCE OF WEARING A HELMET. | $25,000 |
| ANDSON | |||||||
| 5520 STEPHANIE ST | LAS VEGAS | NV | 89122 | NOT RELATED | 501(C)(3) NONPROFIT | TO EDUCATE, INFORM, AND INSPIRE THE YOUTH OF SOUTHERN NEVADA BY PROVIDING INNOVATIVE PROGRAMS IN ACADEMICS, FINANCIAL LITERY, AND MENTORING. | $10,000 |
| CONQUER PARALYSIS NOW | |||||||
| 701 EAST BRIDGER AVE | LAS VEGAS | NV | 89101 | NOT RELATED | 501(C)(3) NONPROFIT | TO FUND RESEARCH AND PROVIDE ADVOCACY AND PROGRAMMING FOR SPINAL CORD INJURY PATIENTS AND THEIR FAMILIES AND TO FIND A CURE FOR PARALYSIS. | $25,000 |
| HARMON RECOVERY FOUNDATION | |||||||
| 49500 MARNE COURT | LA QUINTA | CA | 92253 | NOT RELATED | 501(C)(3) NONPROFIT | TO HELP THE NEEDS OF THE RECOVERY COMMUNITY AND TO CONTINUE THE MISSION OF PROMOTING AN UNDERSTANDING AND EMPATHY FOR ADDICTION, PROVIDE RESOURCES TO FACILITIES WHO ADDRESS THOSE NEEDS; TO INSTILL HOPE AND REUNITING FAMILIES. | $20,000 |
| HUMANE SOCIETY OF THE NORTH BAY | |||||||
| 1121 SONOMA BLVD | VALLEJO | CA | 94590 | NOT RELATED | 501(C)(3) NONPROFIT | TO PROVIDE SAFE SHELTER, QUALITY CARE, AND LOVE WHILE DOGS AND CATS WAIT FOR NEW, LOVING HOMES. | $10,000 |
| THE ROLF BENIRSCHKE LEGACY FOUNDATION | |||||||
| 3840 VIA DE LA VALLE SUITE 100 | DEL MAR | CA | 92014 | NOT RELATED | 501(C)(3) NONPROFIT | TO RAISE FUNDS AND AWARENESS FOR CROHN'S AND COLITIS DISEASES, ALONG WITH PROVIDING SUPPORT TO OTHER CHARITIES USING FUNDS RAISED; TO SUPPORT CAR FOR FOSTER CHILDERN; TO SUPPORT UNDER-SERVED YOUTH BY PROMOTING CHARACTER DEVELOPMENT AND VALUES THROUGH EDUCATION AND THE GAME OF GOLF. | $10,000 |
| THE TIM & JEANNIE HAMANN FOUNDATION | |||||||
| 513 FIRST STREET | BENICIA | CA | 94510 | NOT RELATED | 501(C)(3) NONPROFIT | TO ASSIST LOCAL CANCER PATIENTS, SUPPORTING CANCER PATIENTS AND RESEARCH. | $20,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NOT RELATED | 501(C)(3) NONPROFIT | TO FURTHER THE LIFESAVING MISSION OF ST. JUDE CHILDREN'S RESEARCH HOSPITAL FOR KIDS BATTLING CHILDHOOD CANCER AND OTHER DEADLY DISEASES. TO PROVIDE TREATMENT, TRAVEL, HOUSING, AND FOOD TO FAMILIES FIGHTING CHILDHOOD CANCER. | $10,000 |
| RADY CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 3020 CHILDRENS WAY MC 5005 | SAN DIEGO | CA | 92123 | NOT RELATED | 501(C)(3) NONPROFIT | TO HELP FUND LIFESAVING TECHNOLOGY AND RESEARCH, PROVIDE A SAFETY NET FOR CHILDREN WITH LITTLE OR NO PRIVATE MEDICAL INSURANCE AND CREATE A HEALING ENVIRONMENT FOR PATIENTS AND THEIR FAMILIES. | $15,000 |
| NATIONAL CHRISTIAN FOUNDATION | |||||||
| 11625 RAINWATER DRIVE STE 500 | ALPHARETTA | GA | 30009 | NOT RELATED | 501(C)(3) NONPROFIT | TO HELP CHRISTIAN FAMILIES SEND CHARITY TO THEIR FAVORITE CAUSES AND CONNECT WITH THE LARGER MOVEMENT OF BIBLICAL GENEROSITY TAKING PLACE AROUND THE WORLD. NATIOANL CHRISTIAN FOUNDATION PROVIDES A GIVING PLATFORM THAT INCLUDES GIVING FUNDS (DONOR-ADVISED FUNDS), EXPERT STRATEGIES FOR NON-CASH GIVING, HIGHLY PERSONALIZED SERVICE, AND LOCAL COMMUNITY BUILDING OPPORTUNITIES. | $26,000 |
| PREVENTING UNPLANNED PREGNANCIES IN AFRICA | |||||||
| WALNUT CREEK | WALNUT CREEK | CA | 94596 | NOT RELATED | 501(C)(3) NONPROFIT | TO PROVIDE SERVICES SUCH AS FAMILY PLANNING, BIRTH CONTROL, ETC FOR WOMEN IN AFRICA-KENYA. THE PRIMARY AMBITION IS TO HAVE AN ESSENTIAL AND NECESSARY PRESENCE FOR THE VUNERABLE POPULATION. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $191,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,077 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $55,437 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $130,519 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $130,519 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,425 | Amt |
| Net Investment Income | $3,425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $2,695,089 | $2,719,412 |
| STOCKS & ETFS | AT COST | $52,967 | $51,840 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT ACCRUED DIVIDENDS | Desc |
| Amt | $1,645 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,503 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VINCENT MITZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 EAGLES LANDING LN | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89141 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2019 ADDITIONAL TAX DUE | $692 | $0 | $0 |
| 2021 ESTIMATED TAX PAYMENT | $850 | $0 | $0 |