2026-02-15T11:40:00-06:00 2025-11-30 330737981 CBIZ ADVISORS LLC 10474 SANTA MONICA BLVD SUITE 200 LOS ANGELES CA 90025 990PF 2024-12-01 953950529 SPITZER FAMILY FOUNDATION (FKA ARTHUR SPITZER FOUNDATION) SPIT 3102759389 28632 ROADSIDE DRIVE 143 AGOURA HILLS CA 91301 TRACEY BOLDEMANN-TATKIN TRUSTEE 3102759389 2026-02-15 1 0 BETTY LIU P01296209 3102682000 2026-02-15 2024 2025-03-06 01:10:19Z X 8948106 X X 213683 213683 399602 3751740 399602 60560 60560 0 673845 673845 0 150000 70000 0 80000 34365 28515 0 5850 33608 33608 0 0 3640 608 0 0 24704 12704 0 0 246317 145435 0 85850 228500 228500 474817 145435 0 314350 199028 528410 0 173591 456766 456766 0 601383 601383 3241956 3747952 3747952 244247 244247 244247 5135270 3897758 3897758 8795064 8948106 8948106 0 0 X 5000 5000 0 0 8790064 8943106 8795064 8948106 8795064 8948106 8795064 199028 0 8994092 45986 8948106 SHORT TERM CAPITAL GAIN DISTRIBUTIONS P 2025-01-01 2025-11-30 6935 6935 6935 LONG TERM CAPITAL GAIN DISTRIBUTIONS P 2024-11-30 2025-11-30 30333 30333 30333 CAPITAL GAIN/LOSS FOR TAX ON INVESTMENT INCOME - DETAIL REPORT UPON REQUEST P 2021-12-08 2025-11-21 3714472 3352138 362334 362334 399602 7345 0 7345 0 7345 6462 0 0 0 6462 0 883 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 0 0 0 1 N/A STEPHEN PETTY 3102759389 28632 ROADSIDE DRIVE 143 AGOURA HILLS CA 91301 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 A TRAVIS SPITZER 28632 ROADSIDE DRIVE 143 AGOURA HILLS CA 91301 TRUSTEE 5.00 50000 0 0 ANN VIOLET LUCAS 28632 ROADSIDE DRIVE 143 AGOURA HILLS CA 91301 TRUSTEE 5.00 50000 0 0 TRACEY BOLDEMANN-TATKIN 28632 ROADSIDE DRIVE 143 AGOURA HILLS CA 91301 TRUSTEE 5.00 0 0 0 MERLIN LUCAS 28632 ROADSIDE DRIVE 143 AGOURA HILLS CA 91301 TRUSTEE 5.00 50000 0 0 NONE 0 NONE 0 0 6795390 517480 2378620 9691490 0 0 9691490 145372 9546118 477306 477306 7345 389 7734 469572 0 469572 0 469572 314350 0 314350 469572 0 0 53976 53976 314350 0 0 0 314350 0 53976 53976 0 0 0 0 0 101246 0 0 0 X CHANGING LEADS FOUNDATION 12 CHAMPLIN PLACE NEWPORT RI 02840 NONE 501(C)(3) GENERAL DONATION 5000 DENVER RESCUE MISSION 6100 SMITH ROAD DENVER CO 80216 NONE 501(C)(3) GENERAL DONATION 6500 FOOD BANK OF THE ROCKIES 20600 E 38TH AVENUE AURORA CO 80011 NONE 501(C)(3) GENERAL DONATION 21500 HUMANE COLORADO 2080 SOUTH QUEBEC STREET DENVER CO 80231 NONE 501(C)(3) GENERAL DONATION 12000 LITTLE MINERS MONTESSORI SCHOOL 1091 BEEHIVE DRIVE PARK CITY UT 84098 NONE 501(C)(3) GENERAL DONATION 5000 LOS ANGELES MISSION 303 EAST 5TH STREET LOS ANGELES CA 90013 NONE 501(C)(3) GENERAL DONATION 15000 MOUNTAIN FILM PO BOX 1088 TELLURIDE CO 81435 NONE 501(C)(3) GENERAL DONATION 10000 OLIVE CREST 16911 BELLFLOWER BLVD BELLFLOWER CA 90706 NONE 501(C)(3) GENERAL DONATION 30000 OROGENESIS COLLECTIVE 3827 S CARSON ST UNIT 505-25 PMB 1096 CARSON CITY NV 89701 NONE 501(C)(3) GENERAL DONATION 10000 RESCUE RANCHITO NOT PROVIDED OAKLEY UT 84055 NONE 501(C)(3) GENERAL DONATION 20000 SAGE TO SADDLE 787 BIA 41 OGLALA SD 57764 NONE 501(C)(3) GENERAL DONATION 30000 TEXAS TECH RODEO ASSOCIATION 5712 CR 1500 LUBBOCK TX 79407 NONE 501(C)(3) GENERAL DONATION 2500 US SKI AND SNOWBOARD ASSOCIATION BOX 100 PARK CITY UT 84060 NONE 501(C)(3) ALPINE ATHLETE FUND; DESIGNATED DONATION 61000 228500 0 14 213683 14 60560 18 399602 0 673845 0 673845 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND BOOKKEEPING 10665 10665 0 0 MANAGEMENT FEES 23700 17850 0 5850 CORPORATE BONDS - DETAIL REPORT UPON REQUEST 244247 244247 CORPORATION STOCK - DETAIL REPORT UPON REQUEST 3747952 3747952 601383 601383 0 0 PARTNERSHIPS & NON PUBLICITY TRADED SECURITIES - DETAIL REPORT UPON REQUEST AT COST 2589184 2589184 MUTUAL FUNDS - DETAIL REPORT UPON REQUEST AT COST 1308574 1308574 PASSTHROUGH TEMPORARY DIFFERENCES 45986 ANNUITY PAYMENT 12000 0 0 0 OTHER PASS-THRU PARTNERSHIP EXPENSES 10725 10725 0 0 INVESTMENT EXPENSE 104 104 0 0 OTHER EXPENSES 1875 1875 0 0 PARK STREET CAPITAL NATURAL 15876 15876 TCW SEPULVEDA LONG/SHORT EQUITY FUND I LP 36720 36720 ELIRA THERAPEUTICS 7939 7939 OTHER INCOME 25 25 INVESTMENT FEES 33608 33608 0 0 STATE TAXES 100 0 0 0 FOREIGN WITHHOLDING - TCW SEPULVEDA 608 608 0 0 EXCISE TAXES 2932 0 0 0