MITZ FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MITZ FAMILY CHARITABLE FOUNDATION (EIN 83-4375522)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-12-04
- IRS object ID
- 202543389349100604
- Schema version
- 2024v5.2
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-04T11:27:15-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-12-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY N BLOCK CPA | PreparerPersonNm |
| PTIN | P00799203 | PTIN |
| Phone | 7025440635 | PhoneNum |
| Preparation | 2025-12-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,404,431 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13,120 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,853 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,946 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,869 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$90,896 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $891,442 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,308 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,308 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$50,522 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,030 | 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 |
| Other Prof Fees Rev And Expnss | $3,411 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,411 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,642 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,642 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $381 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $381 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,311 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,729 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,745 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,163 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $235,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $235,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $249,745 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,163 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $235,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$300,267 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,867 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $35,744 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,502 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,503 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,533,053 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,248,028 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,383,928 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,568,797 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,268,530 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,404,431 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $2,568,797 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,268,530 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,568,797 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,268,530 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,568,797 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,268,530 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,568,797 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$300,267 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,268,530 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,268,530 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 79 SHS CHEVRON CORP | P | 2024-05-07 | 2024-12-19 | $11,349 | $12,865 | -$1,516 | -$1,516 |
| 383 SHS CORNING INC | P | 2024-05-07 | 2024-06-27 | $14,678 | $12,857 | $1,821 | $1,821 |
| 157 SHS MEDTRONIC PLC SHS | P | 2024-05-07 | 2024-11-07 | $13,921 | $12,841 | $1,080 | $1,080 |
| 62 SHS MICROSOFT CORP | P | 2024-05-07 | 2024-08-28 | $25,593 | $25,558 | $35 | $35 |
| 68 SHS REPUBLIC SERVICES INC | P | 2024-05-07 | 2024-07-23 | $13,871 | $12,783 | $1,088 | $1,088 |
| 37 SHS THE CIGNA GROUP | P | 2024-05-07 | 2024-09-26 | $12,695 | $12,792 | -$97 | -$97 |
| 656 SHS VERIZON COMMUNICATIONS | P | 2024-05-07 | 2024-11-07 | $26,734 | $25,720 | $1,014 | $1,014 |
| 47 SHS VISA INC CL A | P | 2024-05-07 | 2024-05-31 | $12,731 | $12,988 | -$257 | -$257 |
| 213 SHS WALMART INC | P | 2024-05-07 | 2024-08-02 | $14,891 | $12,872 | $2,019 | $2,019 |
| 503.54 SHS DOUBLELINE SHILLER ENH CAPE N | P | 2023-06-01 | 2024-05-03 | $5,295 | $5,017 | $278 | $278 |
| 1024 SHS JPMORGAN EQUITY PREMIUM INCOME | P | 2023-12-26 | 2024-05-03 | $57,379 | $56,893 | $486 | $486 |
| 2235.38 SHS PIMCO INCOME A | P | 2023-06-01 | 2024-05-03 | $23,494 | $23,266 | $228 | $228 |
| 4071.70 SHS DOUBLELINE SHILLER ENH CAPE N | P | 2021-12-16 | 2024-05-03 | $57,735 | $63,867 | -$6,132 | -$6,132 |
| 35965.14 SHS PIMCO INCOME A | P | 2020-07-17 | 2024-05-03 | $377,989 | $422,553 | -$44,564 | -$44,564 |
| 100000 SHS FIDELITY FUNDS | P | 2023-12-26 | 2024-01-26 | $100,000 | $100,000 | $0 | $0 |
| 5259.49 SHS DOUBLELINE SHILLER ENHANCED CAPE CL N | P | 2020-07-17 | 2024-01-26 | $74,993 | $91,268 | -$16,275 | -$16,275 |
| 2362.97 SHS PIMCO INCOME FD CLASS A | P | 2020-02-05 | 2024-01-26 | $24,993 | $27,428 | -$2,435 | -$2,435 |
| .659 SHS JPMORGAN EQUITY TR ETF | P | 2024-04-04 | 2024-04-17 | $37 | $38 | -$1 | -$1 |
| MITZ CHARITY PARTNERSHIP LP - SHORT TERM | P | $13,257 | -$13,257 | -$13,257 | |||
| MITZ CHARITY PARTNERSHIP LP - LONG TERM | P | $37,475 | -$37,475 | -$37,475 | |||
| CAPITAL GAINS DIVIDENDS | P | $23,064 | $23,064 | $23,064 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$90,896 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $234 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $234 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $234 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $379 | 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 | $379 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $145 | OverpaymentAmt |
| Applied To ES Tax | $145 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $2,378,688 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,744 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,450,432 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,450,432 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,756 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,413,676 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $120,684 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $120,684 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $234 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $234 | TotalTaxAmt |
| Distributable Before Adj | $120,450 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $120,450 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $120,450 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $235,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $235,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,450 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $122,095 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $160,570 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $282,665 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $235,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $120,450 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $114,550 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $397,215 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $397,215 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $122,095 | ExcessFromYear2Amt |
| Excess From Year1 | $160,570 | ExcessFromYear1Amt |
| Excess From Current Year | $114,550 | ExcessFromCurrentYearAmt |
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 (9 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. | $35,000 |
| 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. | $50,000 |
| 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. | $50,000 |
| RAD 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. | $30,000 |
| 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. | $15,000 |
| THE ROLF BENIRSCHKE LEGACY FOUNDATION | |||||||
| 3840 VIA DE LA VALLE SUITE 100 | DEL MAR | CA | 92014 | NOT RELATED | 501(C)(3) NONPROFIT | 15000TO 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. | $30,000 |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| 475 EAST I STREET | BENICIA | CA | 94510 | NOT RELATED | 501(C)(3) NONPROFIT | TO PROVIDE A NETWORK OF FRIENDS, INSPIRED BY GOSPEL VALUES, GROWING IN HOLINESS AND BUILDING A MORE JUST WORLD THROUGH PERSONAL RELATIONSHIPS WITH AND SERVICE TO PEOPLE IN NEED. THE SOCIETY IS AN INTERNATIONAL CATHOLIC ORGANIZATION FOUNDED TO ASSIST THE POOR. IT WAS ORGANIZED TO GROW SPIRITUALLY BY OFFERING PERSON-TO-PERSON SERVICE TO NEIGHBORS IN NEED. | $5,000 |
| HEART WARRIOR ACHIEVEMENT SCHOLARSHIP | |||||||
| 7 BURROWS STREET | GROTON | CT | 06340 | NOT RELATED | 501(C)(3) NONPROFIT | TO SUPPORT CONGENITAL HEART DEFECTS (CHDS) WARRIORS ON THEIR EDUCATIONAL JOURNEY BY PROVIDING FINANCIAL ASSISTANCE IN THE FORM OF SCHOLARSHIPS THUS REDUCING SOME OF THE BURDENS THEY HAVE ALREADY INCURRED ON THEIR CHALLENGING JOURNEY WITH CHD. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $235,000 | 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 | $13,120 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,946 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,308 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$90,896 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$50,522 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$50,522 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INVESTMENT INCOME EARNED IN SECURITIES FOR CONTRIBUTIONS/GRANTS |
| 4 | INVESTMENT INCOME EARNED IN SECURITIES FOR CONTRIBUTIONS/GRANTS |
| 7 | INVESTMENT INCOME FROM K-1 FOR SECURITIES FOR CONTRIBUTIONS/GRANTS |
| 8 | SALE OF SECURITIES IN ORDER TO MAKE CONTRIBUTIONS/GRANTS |
| 8 | QUALIFIED DIVIDEND INCOME EARNED ON SECURITIES FOR CONTRIBUTIONS/GRANT |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $6,618 | $6,619 |
| STOCKS & ETFS | AT COST | $508,660 | $537,006 |
| MITZ CHARITY PARTNERSHIP LP | AT COST | $1,732,750 | $1,840,303 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NONDEDUCTIBLE FROM MITZ CHARITY PARTNERSHIP LP | $582 | $0 | $0 |
| PORTFOLIO DEDUCTIONS FROM MITZ CHARITY PARTNERSHIP | $8,729 | $8,729 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MITZ CHARITY PARTNERSHIP LP | Desc |
| Revenue And Expenses Per Books | $10,308 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,308 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,308 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISOR FEES | $3,286 | $3,286 | $0 |
| BANK FEES | $125 | $125 | $0 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $381 | Amt |
| Net Investment Income | $381 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |