2025-11-14T13:52:42-08:00 2024-12-31 593475451 Allen C Wohlwend CPA PA 3637 4th St N Ste 285 St Petersburg FL 33704 990PF 2024-01-01 201593416 Mantz Foundation MANT 3525724987 662 SE 47th Loop Ocala FL 344804474 Jeffrey Mantz Treasurer 3525724987 2025-10-14 true true Allen C Wohlwend P01435659 7273888334 2025-11-14 2024 2025-03-06 01:10:19Z X 19586950 X X 3912 477007 567840 1804241 560275 21174 0 0 1048759 560275 21174 0 28021 28021 57647 57647 23586 17228 0 0 109254 102896 0 861000 861000 970254 102896 861000 78505 457379 21174 418277 248899 248898 0 0 12960245 13190085 19327978 0 0 0 0 10074 10074 13378522 13449058 19586950 7969 0 0 0 0 0 7969 0 X 13370553 13449058 13370553 13449058 13378522 13449058 13370553 78505 13449058 13449058 See attached Schedule LT D 2012-01-20 2024-12-31 1638526 0 1099425 539101 0 0 0 539101 See Attached Schedule ST P 2023-07-19 2024-04-12 158150 0 136976 21174 0 0 0 21174 560275 21174 6358 0 6358 0 6358 16600 0 16600 -16600 X 168 10074 10074 false false false false false false false true true true false false false false true N/A Jeffrey Mantz 3525724987 662 SE 47th Loop Ocala FL 34480 false false false false false false false false false false false false false false false false false false false false false Scott T Ryan 2398 SW 74th Lane Ocala FL 34476 Pres/Director 1.00 0 0 0 Jeffrey R Mantz 662 SE 47th Loop Ocala FL 34480 Treas/Director 2.00 0 0 2 Mark M Mantz 411 Walnut St PMB 21685 Green Cove Springs FL 320433443 VP/Director 1.00 0 0 0 NONE 0 NONE 0 Direct Contributions to qualifying organizations. See Attached List 0 19194631 414162 0 19608793 0 19608793 294132 19314661 965733 965733 6358 6358 959375 959375 959375 861000 861000 959375 676768 861000 676768 0 184232 0 0 0 0 0 775143 0 0 0 0 0 0 0 Jeffrey Mantz 662 SE 47th Loop Ocala FL 34480 3525724987 N/A None N/A Adaptive Sports Center of Crested Butte Inc PO Box 1639 Crested Butte CO 812241639 509(a)(2) Rodger Pepper Burn Camp 2000 All Saints Catholic School 1425 E Yaqui St Sierra Vista AZ 85650 509(a)(1) General Purpose 55000 Beautys Haven Farm & Equine Rescue Inc 2951 SE 160th Ave Morriston FL 32668 509(a)(1) General Purpost 2000 Childrens Hospital Corporation 401 Park Dr Ste 602 Boston MA 02215 509(a)(1) Lauren Mantz Fund for OMS Research 172000 Colorado-Rapid Alavalanche Deployment PO Box 983 Frisco CO 80443 509(a)(2) General Purpose 10000 Eagle Valley Humane Society PO Box 4105 Eagle CO 81631 509(a)(1) General Purpose 2000 Empowered of Central FL 1111 NE 25th Ave Ste 103 Ocala FL 34470 509(a)(2) The Rock Program 3000 Fallen Oak Equine Rescure & Rehabilitation 12418 SE 47th Ave Bellevuew FL 34420 509(a)(1) General Purpose 1000 FL Camp for Children and Youth with Diabetes Inc PO Box 14136 Gainesvillr FL 32604 509(a)(1) General Purpose 1000 Friends of the Christmas Parade 814 E Silver Springs Blvd Ste H Ocala FL 34470 509(a)(1) General Purpose 5000 Garren Creek Volunteer Fire Dept Inc PO Box 237 Fairview NC 28730 509(a)(1) General Purpose 40000 Good Shepaaerd Presbyterian Church Redeemer Christian School 155 SW 87th St Ocala FL 34476 509(a)(1) General Purpose 5000 Grace Lutheran Church 4301 16th St N St Petersburg FL 33703 509(a)(1) Classroom Repairs and General Purpose 34500 Humane Society of Marion County Inc 701 NW 14th Rd Ocala FL 34475 509(a)(1) General Purpose 2500 Kut Different 640 68th FL Ocala FL 34475 509(a)(1) General Purpose 2500 Marion County Children's Advocacy Center Inc 2800 NE 14th St Ocala FL 34470 509(a)(1) General Purpose 2500 Marion Therapeutic Riding Assn 6850 SE 41st Ct Ocala FL 34480 509(a)(1) General Purpose 1000 Medecins Sans Frontieres USA Inc Doctors Without Borders POBox 5030 Hagerstown FL 21741 509(a)(1) General Purpose 10000 Mercy Medical Angels 101 West Main St Ste 1000 Norfolk VA 23510 509(a)(1) General Purpose 10000 Omslife Foundation Inc 20902 Pricewood Manor Ct Cypress TX 77433 509(a)(1) General Purpose 5000 Operation Song PO Box 121746 Nashville TN 37212 509(a)(1) WWII Preservation ProgramSong Writers Showcase 50000 Providence Academy 2788 Carroll Creek Rd Johnson City TN 37615 509(a)(1) Fine Arts Program 35000 Queen of Peace Catholic Church 6455 SW Highway 200 Ocala FL 34476 509(a)(1) General Purpose 134200 Queen of Peace Monastary Inc 687 Moss Rd Rutherfordton NC 28139 509(a)(1) General Purpose 5000 Roundup River Ranch 8333 Colorado River Rd Gypsum CO 81637 509(a)(1) General Purpose 9000 St Andrews Abbey Inc PO Box 40 Valyermo CA 93563 509(a)(1) To be used for senior Care for monks in residence 3000 Saving Mercy Corporation 3601 W Silver Springs Blvd Ocala FL 34475 509(a)(1) General Purpose 2000 Semper Fi & Americas Fund 825 College Blvd Ste 102 Oceanside CA 92057 509(a)(1) General Purpose 25000 St Mary Magdalene Catholic Church Newman Inc 3 Village Rd newman GA 30265 509(a)(1) General Purpose 2500 St Patrick Catholic Parish In Minturn PO Box 219 Miniturn CO 81645 509(a)(1) Repairs Sound SystemGeneral Purpose 26800 Steadman Phillippon Research Institute 181 W Meadow Drive Ste 1000 Vail CO 81657 509(a)(1) General Purpose 5000 Suicide Prevention Caoalition of Eagle Valley 706 Chambers Ave unit 3 Eagle CO 81631 509(a)(1) General Purpose 5000 The Cornerstone School 2313 SE Lake Weir Ave Ocala FL 34471 509(a)(1) Technology Upgradesas outlined with Dan Peterson 50000 The Gold Shield Foundation PO Box 271791 Tampa FL 33688 509(a)(1) General Purpose 2500 The Vail Jazz Foundation PO Box 3035 Vail CO 81658 509(a)(1) General Purpose 20000 Trinity Catholic Highschool 2600 SW 42nd St Ocala FL 34471 509(a)(1) General Purpose 15000 Vail Health Services Foundation PO Box 1529 Vail CO 81658 509(a)(1) Olivias Fund forGenral Purpaose 10000 Vail Mountain Rescue Group PO Box 2881 Edwards CO 81632 509(a)(1) General Purpose 5000 Vail Valley Charitable Fd PO Box 2307 Edwards CO 81632 509(a)(1) Eagle Valley Moves and dental assistancefor people in need 5000 Vail Valley Foundation Inc PO Box 6550 Avon CO 81620 509(a)(2) Youth 365 ProgramGeneral Purpose 70000 Vail Veterans Foundation Inc PO Box 6473 Vail CO 81658 509(a)(1) General Purpose 5000 Wrestle Like A Girl Inc 2120 Oregon Pike Lancaster PA 17601 509(a)(1) General Purpose 10000 861000 14 3912 14 477007 14 567840 1048759 1048759 false false false false false false false false false false Foundation Source Admin Fees 28021 28021 Vanguard Developed Markets Admiral 2010-04 Donated 2024-03 14363 10146 4217 Vanguard Developed Markets Admiral 2012-09 Donated 2024-03 179135 118066 61069 Vanguard Developed Markets Admiral 2012-10 Donated 2024-03 322463 220000 102463 Vanguard Developed Markets Admiral 2012-12 Donated 2024-03 83718 58685 25033 Vanguard Developed Markets Admiral 2012-12 Donated 2024-03 30812 21500 9312 Vanguard Developed Markets Admiral 2013-06 Donated 2024-03 13682 9750 3932 Vanguard Developed Markets Admiral 2014-10 Donated 2024-03 53329 40510 12819 Vanguard Developed Markets Admiral 2015-12 Donated 2024-03 55969 41290 14679 Vanguard Developed Markets Admiral 2016-08 Donated 2024-03 456284 335900 120384 DFA US Large Cap Value III 2016-08 2024-04 219000 168903 50097 Ishares MSCI USA Quality factor ETF 2023-07 Purchased 2024-04 158151 136976 21175 Vanguard Total Stock Market Admiral 2014-07 Purchased 2024-10 209770 74675 135095 Capital Gain Dividends 7565 7565 DFA Emerging Mkts Core Fund 1108956 1394548 DFA Five Year Global Fixed 305854 304752 DFA Intl Small Cap Value I 702623 901904 DFA Intl Small Company 720639 857185 DFA Intl Value III 1364481 1811182 DFA One-Year Fixed Income I 306745 305165 DFA Real Estate Securities I 777648 912800 DFA US Large Cap Value III 2551025 3621093 DFA US Small Cap I 319553 587190 DFA US Targeted Value I 1112312 1961229 Ishares 1-5 Year Investment Grade Corp B 89100 91819 Ishares MSCI Quality Facotr ETF 1235222 1160594 Ishares MSCI USA Quality Factor ETF 1112737 1427845 Vanguard Short-Term Bond Admiral 295859 298676 Vanguard Total Stock Market Admiral 1187331 3691996 Prepaid Excise Tax 0 10074 10074 Schwab Investment Management Fees 57647 57647 Foreign Taxes 17228 17228 Excise Tax Based on investment Income 6358