Nonprofit · EIN 94-2777549
MIZEL FOUNDATION BRUCE D DUGSTAD
Tax-exempt · MILL VALLEY, CA 94941
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $120,770 | $114,588 | $6,182 | $2,087,889 | $4,175 | $2,083,714 |
| December 31, 2024 | 990-PF | $1,979,357 | $149,773 | $1,829,584 | $2,105,897 | $28,365 | $2,077,532 |
| December 31, 2023 | 990-PF | $222,256 | $84,600 | $137,656 | $1,142,366 | $42,911 | $1,099,455 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $7,500
- Dividends
- $78,733
- Interest
- $3,682
- Net gain from sales of assets
- $30,855
Expenses
- Grants and similar amounts paid
- $65,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $66,486
- Excise tax on investment income
- $1,257
Balance sheet and other
- Total assets, start of year
- $2,105,897
- Total assets, end of year
- $2,087,889
- Total liabilities, end of year
- $4,175
- Net assets, end of year
- $2,083,714
- Fair market value of assets
- $2,648,100
- Qualifying distributions
- $66,486
- Net investment income
- $116,163
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERNARD H MIZEL 410 E STRAWBERRY DRIVE, MILL VALLEY, CA 94941 | PRESIDENT / TREASURER | 0 | $0 |
| DAVID S TALLMAN 2121 N CALIFORNIA BLVD SUITE 610, WALNUT CREEK, CA 94596 | SECRETARY | 0 | $0 |
| ANN G MIZEL 410 E STRAWBERRY DRIVE, MILL VALLEY, CA 94941 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERNARD H MIZEL 410 E STRAWBERRY DRIVE, MILL VALLEY, CA 94941 | PRESIDENT / TREASURER | 0 | $0 |
| DAVID S TALLMAN 2121 N CALIFORNIA BLVD SUITE 610, WALNUT CREEK, CA 94596 | SECRETARY | 0 | $0 |
| ANN G MIZEL 410 E STRAWBERRY DRIVE, MILL VALLEY, CA 94941 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERNARD H MIZEL 410 E STRAWBERRY DRIVE, MILL VALLEY, CA 94941 | PRESIDENT / TREASURER | 0 | $0 |
| DAVID S TALLMAN 2121 N CALIFORNIA BLVD SUITE 610, WALNUT CREEK, CA 94596 | SECRETARY | 0 | $0 |
| ANN G MIZEL 410 E STRAWBERRY DRIVE, MILL VALLEY, CA 94941 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 410 E STRAWBERRY DR, MILL VALLEY, CA 94941-3206
- In care of
- % BERNARD MIZEL DIRECTOR
- Signed the 990-PF
- BERNARD H MIZEL, PRESIDENT
- Phone
- (415) 388-2224
- Return prepared by
- NAVOLIO & TALLMAN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2777549 or by the name MIZEL FOUNDATION BRUCE D DUGSTAD.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-2777549
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1981
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,087,889
- Income (IRS master file)
- $548,528
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $120,770 | $114,588 | $2,087,889 | IRS |
| 990-PF | December 2024 | $1,979,357 | $149,773 | $2,105,897 | IRS |
| 990-PF | December 2023 | $222,256 | $84,600 | $1,142,366 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-2777549).
Questions about MIZEL FOUNDATION BRUCE D DUGSTAD
- What is the EIN of MIZEL FOUNDATION BRUCE D DUGSTAD?
- The employer identification number (EIN) of MIZEL FOUNDATION BRUCE D DUGSTAD is 94-2777549.
- Is MIZEL FOUNDATION BRUCE D DUGSTAD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to MIZEL FOUNDATION BRUCE D DUGSTAD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MIZEL FOUNDATION BRUCE D DUGSTAD file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MIZEL FOUNDATION BRUCE D DUGSTAD due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MIZEL FOUNDATION BRUCE D DUGSTAD last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MIZEL FOUNDATION BRUCE D DUGSTAD?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MIZEL FOUNDATION BRUCE D DUGSTAD have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $120,770, expenses of $114,588 and total assets of $2,087,889 at year end.
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