MILTON & TAMAR MALTZ FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MILTON & TAMAR MALTZ FAMILY FOUNDATION INC (EIN 65-0164300)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201813189349102491
- Schema version
- 2017v2.3
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T15:11:15-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 LAKESIDE AVE SUITE 200 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441141152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650164300 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MILTON AND TAMAR MALTZ FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILT | BusinessNameControlTxt |
| Phone | 2167813010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 RICHMOND ROAD NO 460 | AddressLine1Txt |
| City | BEACHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID MALTZ | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2167813010 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE M HIRSH | PreparerPersonNm |
| PTIN | P00092825 | PTIN |
| Phone | 2165231900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.171 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 09:08:54 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3C941CE3261D37943F69862190A87CD107979B2F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 858DBCF55BC5DA4EFF7B2BE905ECD8CA0089E47B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $53,880,356 | 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 | $157,498 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $86 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $86 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,516,567 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,495,483 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,846,984 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,712,036 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,846,984 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $128,683 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $128,892 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,649,818 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,471,445 | 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 | $9,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $266,234 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $262,870 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $75,699 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $38,506 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $157,904 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $157,904 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $509,587 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $469,030 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,578,870 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,578,870 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,088,457 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $469,030 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,578,870 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,438,639 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,002,415 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,278,410 | CashBOYAmt |
| Cash EOY | $773,262 | CashEOYAmt |
| Cash EOYFMV | $773,262 | CashEOYFMVAmt |
| US Government Obligations BOY | $2,306,750 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $40,268 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $46,980 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,580,636 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,443,141 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,102,648 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $19,228,339 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,202,165 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,692,777 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,318,072 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,082,574 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,264,689 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $82,712,207 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,541,410 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,880,356 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,000,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,000,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $81,712,207 | RetainedEarningBOYAmt |
| Retained Earning EOY | $44,541,410 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $82,712,207 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,541,410 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $82,712,207 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $45,541,410 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $82,712,207 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,438,639 | ExcessRevenueOverExpensesAmt |
| Other Increases | $92,280 | OtherIncreasesAmt |
| Subtotal | $46,365,848 | SubtotalAmt |
| Other Decreases | $824,438 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $45,541,410 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BANK OF NEW YORK | P | $445,236 | $373,796 | $71,440 | $71,440 |
| BANK OF NEW YORK | P | $3,869,766 | $2,748,978 | $1,120,788 | $1,120,788 |
| FPA FUNDS | P | $300,000 | $195,832 | $104,168 | $104,168 |
| ITHAN CREEK INVESTORS, LTD. | P | $221,140 | $221,140 | $221,140 | |
| J.P. MORGAN | P | $263,120 | $250,000 | $13,120 | $13,120 |
| J.P. MORGAN | P | $1,270,333 | $1,311,168 | -$40,835 | -$40,835 |
| KARPUS INVESTMENT MANAGEMENT - 12634260 | P | $910,020 | $846,622 | $63,398 | $63,398 |
| KARPUS INVESTMENT MANAGEMENT - 12634260 | P | $1,717,492 | $1,481,407 | $236,085 | $236,085 |
| KARPUS INVESTMENT MANAGEMENT - 12641380 | P | $4,168,074 | $4,199,692 | -$31,618 | -$31,618 |
| KARPUS INVESTMENT MANAGEMENT - 12641380 | P | $3,633,883 | $3,572,877 | $61,006 | $61,006 |
| KKR & CO. LP | P | $75 | $75 | $75 | |
| KKR & CO. LP | P | $9,729 | $9,729 | $9,729 | |
| LEGACY CAPITAL PARTNERS FUND III | P | $1,604 | $1,604 | $1,604 | |
| OAKTREE CAPITAL GROUP, LLC | P | $589 | $589 | $589 | |
| OAKTREE CAPITAL GROUP, LLC | P | $9,019 | $9,019 | $9,019 | |
| OZ OVERSEAS FUND | P | $6,318,062 | $2,884,680 | $3,433,382 | $3,433,382 |
| PRIMUS HIGH YIELD BOND FUND, LP | P | $5,575 | $5,575 | $5,575 | |
| PRIMUS HIGH YIELD BOND FUND, LP | P | $10,866 | $10,866 | $10,866 | |
| THE SILCHESTER INTERNATIONAL INV | P | $44,625 | $44,625 | $44,625 | |
| THE SILCHESTER INTERNATIONAL INV | P | $238,029 | $238,029 | $238,029 | |
| CAPITAL GAINS DIVIDENDS | P | $274,799 | $274,799 | $274,799 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,846,984 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,110,567 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $93,462,460 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054680 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,452,359 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $93,505,917 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047616 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,198,445 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $94,082,956 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044625 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,618,015 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $84,530,397 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042801 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,369,230 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $73,625,028 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045762 | DistributionYr5Rt |
| Total Distribution | 0.235484 | TotalDistributionRt |
| Average Distribution | 0.047097 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $70,589,527 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,324,555 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $70,024 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,394,579 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $43,578,870 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $70,024 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $70,024 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $70,024 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,440 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $42,440 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $703 | EsPenaltyAmt |
| Tax Due | $28,287 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | 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 | WWW.MALTZFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DAVID MALTZ | IndividualWithBooksNm |
| Phone | 2167813010 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 RICHMOND ROAD SUITE 460 | AddressLine1Txt |
| City | BEACHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MILTON S MALTZ | ||||||||
| 5500 MILITARY TRAIL SUITE 22-367 | JUPITER | FL | 33458 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| TAMAR MALTZ | ||||||||
| 5500 MILITARY TRAIL SUITE 22-367 | JUPITER | FL | 33458 | SECRETARY | 2.00 | $0 | $0 | $0 |
| JULIE KONIGSBERG | ||||||||
| 5500 MILITARY TRAIL SUITE 22-367 | JUPITER | FL | 33458 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| DANIEL MALTZ | ||||||||
| 5500 MILITARY TRAIL SUITE 22-367 | JUPITER | FL | 33458 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| DAVID MALTZ | ||||||||
| 5500 MILITARY TRAIL SUITE 22-367 | JUPITER | FL | 33458 | TREASURER | 2.00 | $0 | $0 | $0 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $59,193,366 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,471,128 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $71,664,494 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $71,664,494 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,074,967 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $70,589,527 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,529,476 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,529,476 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $70,024 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $578 | IncomeTaxAmt |
| Total Tax | $70,602 | TotalTaxAmt |
| Distributable Before Adj | $3,458,874 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,458,874 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,458,874 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,578,870 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $43,578,870 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $70,024 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $43,508,846 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,458,874 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,092,186 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,578,870 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,092,186 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,458,874 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,027,810 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $36,027,810 | 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 | $36,027,810 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $36,027,810 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MILTON S MALTZ | ContributingManagerNm |
| Contributing Manager | TAMAR MALTZ | ContributingManagerNm |
| Contributing Manager | JULIE KONIGSBERG | ContributingManagerNm |
| Contributing Manager | DANIEL MALTZ | ContributingManagerNm |
| Contributing Manager | DAVID MALTZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 3300 PGA BOULEVARD SUITE 970 | PALM BEACH GARDENS | FL | 33410 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $1,000 | |
| AMERICAN ISRAEL EDUCATION FOUNDATION | ||||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $175,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 1422 EUCLID AVENUE SUITE 904 | CLEVELAND | OH | 44115 | N/A | PUBLIC CHARITY | APPEAL FOR HUMAN RELATIONS | $10,000 | |
| AMERICAN JEWISH WORLD SERVICE | ||||||||
| 45 W 36TH STREET FL 11 | NEW YORK | NY | 101381381 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $1,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 50 PUBLIC SQUARE 1702 TERMINAL | CLEVELAND | OH | 44113 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $30,000 | TOWER |
| BELLEFAIRE JCB | ||||||||
| 22001 FAIRMOUNT BOULEVARD | SHAKER HEIGHTS | OH | 44118 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $5,000 | |
| BIG BROTHERS BIG SISTERS OF TUCSON | ||||||||
| 160 E ALAMEDA STREET | TUCSON | AZ | 857011201 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $8,000 | |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||
| 116 HUNTINGTON AVENUE 5TH FLOOR | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | ADLER MASTER CLINICIAN POSITION | $15,000 | |
| CEDAR ROAD SYNAGOGUE | ||||||||
| 23749 CEDAR ROAD | LYNDHURST | OH | 44122 | N/A | PUBLIC CHARITY | LEGACY WALL | $5,000 | |
| CENTER FOR ARTS-INSPIRED LEARNING | ||||||||
| 10917 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $5,000 | |
| CHAMBERFEST CLEVELAND | ||||||||
| 20620 NORTH PARK BOULEVARD SUITE | CLEVELAND HEIGHTS | OH | 44118 | N/A | PUBLIC CHARITY | OPERATING SUPPORT | $25,000 | 217 |
| CHAMBERFEST CLEVELAND | ||||||||
| 20620 NORTH PARK BOULEVARD SUITE | CLEVELAND HEIGHTS | OH | 44118 | N/A | PUBLIC CHARITY | PROJECT SUPPORT | $6,000 | 217 |
| CHAUTAUQUA FOUNDATION | ||||||||
| PO BOX 28 ONE AMES AVENUE | CHAUTAUQUA | NY | 14722 | N/A | PUBLIC CHARITY | CAPITAL SUPPORT | $200,000 | |
| CLEVELAND ARTS PRIZE | ||||||||
| 11610 EUCLID AVENUE ROOM 412 | CLEVELAND | OH | 44121 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $1,000 | |
| CLEVELAND HILLEL FOUNDATION | ||||||||
| 11303 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $1,000 | |
| CLEVELAND INSTITUTE OF MUSIC | ||||||||
| 11021 EAST BOULEVARD | CLEVELAND | OH | 441061705 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $2,000 | |
| CLEVELAND INTERNATIONAL FILM FESTIVAL | ||||||||
| 2510 MARKET AVENUE | CLEVELAND | OH | 44113 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $10,000 | |
| CLEVELAND MUSEUM OF NATURAL HISTORY | ||||||||
| 1 WADE OVAL DRIVE | CLEVELAND | OH | 44106 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $10,000 | |
| CLEVELAND SIGHT CENTER | ||||||||
| 1909 EAST 101ST STREET | CLEVELAND | OH | 44106 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $5,000 | |
| CLEVELAND STATE UNIVERSITY FOUNDATION | ||||||||
| 2121 EUCLID AVENUE UNIT 501 | CLEVELAND | OH | 44115 | N/A | PUBLIC CHARITY | SCHOLARSHIP SUPPORT | $5,000 | |
| CLEVELAND VEGAN SOCIETY | ||||||||
| PO BOX 23 | WILLOUGHBY | OH | 44096 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $35,000 | |
| CLEVELAND ZOOLOGICAL SOCIETY | ||||||||
| 3900 WILDLIFE WAY | CLEVELAND | OH | 44109 | N/A | PUBLIC CHARITY | RESTRICTED SUPPORT | $250,000 | |
| COLUMBIA UNIVERSITY | ||||||||
| 1051 RIVERSIDE DRIVE | NEW YORK | NY | 85718 | N/A | PUBLIC CHARITY | RESTRICTED SUPPORT | $10,000 | |
| CONGREGATION BEIT SIMCHAT TORAH | ||||||||
| 130 WEST 30TH STREET | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | CAPITAL SUPPORT | $333,000 | |
| CONSERVATION INTERNATIONAL | ||||||||
| 2011 CRYSTAL DRIVE SUITE 500 | ARLINGTON | VA | 22202 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $5,000 | |
| COUNCIL GARDENS | ||||||||
| 2501 NORTH TAYLOR ROAD | CLEVELAND HEIGHTS | OH | 441181395 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $2,500 | |
| CULTURAL COUNCIL OF PALM BEACH COUNTY | ||||||||
| 601 LAKE AVENUE | LAKE WORTH | FL | 33460 | N/A | PUBLIC CHARITY | 2017-2018 CULTURE & COCKTAILS SERIES | $20,000 | |
| DIABETES ACTION RESEARCH AND EDUCATION FOUNDATION | ||||||||
| PO BOX 34635 | BETHESDA | MD | 20827 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $5,000 | |
| DIAN FOSSEY GORILLA FUND INTERNATIONAL | ||||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 303151440 | N/A | PUBLIC CHARITY | ANTI-POACHING PATROLS | $205,000 | |
| DOBAMA THEATRE | ||||||||
| 2340 LEE ROAD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $50,000 | |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PUBLIC CHARITY | LITIGATION SUPPORT | $10,000 | |
| EMERGE CENTER AGAINST DOMESTIC ABUSE | ||||||||
| 2545 EAST ADAMS STREET | TUCSON | AZ | 85716 | N/A | PUBLIC CHARITY | RESTRICTED SUPPORT | $265,000 | |
| FACING HISTORY AND OURSELVES | ||||||||
| 3091 MAYFIELD ROAD SUITE 320 | CLEVELAND HEIGHTS | OH | 44118 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $5,000 | |
| FRIENDS OF SABINO CANYON | ||||||||
| 5700 N SABINO CANYON ROAD | TUCSON | AZ | 85750 | N/A | PUBLIC CHARITY | TRAIL SIGNAGE | $5,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| PO BOX 22410 | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $2,000 | |
| FRIENDSHIP CIRCLE OF CLEVELAND INC | ||||||||
| 27900 GATES MILLS BOULEVARD | PEPPER PIKE | OH | 44124 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $10,000 | |
| GREATER CLEVELAND FOOD BANK | ||||||||
| 15500 SOUTH WATERLOO ROAD | CLEVELAND | OH | 44110 | N/A | PUBLIC CHARITY | FRESH PRODUCE PROGRAM | $310,000 | |
| HADASSAH | ||||||||
| 40 WALL STREET PO BOX 1100 | NEW YORK | NY | 102681100 | N/A | PUBLIC CHARITY | MELANOMA RESEARCH | $35,000 | |
| HEBREW FREE LOAN ASSOCIATION | ||||||||
| 4400 E BROADWAY SUITE 600L | TUCSON | AZ | 85711 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $25,000 | |
| HEBREW SHELTER HOME | ||||||||
| 3659 S GREEN ROAD SUITE 322 | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | OPERATING SUPPORT | $10,000 | |
| HEIGHTS HILL MENTAL HEALTH SERVICE | ||||||||
| 25 FLATBUSH AVENUE THIRD FLOOR | BROOKLYN | NY | 11217 | N/A | PUBLIC CHARITY | RAINBOW HEIGHTS CLUB | $130,000 | |
| HILLEL OF BROWARD AND PALM BEACH | ||||||||
| 777 GLADES ROAD BUILDING LY-3A | BOCA RATON | FL | 33431 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $1,000 | |
| HOPEWELL | ||||||||
| 147 BELL STREET SUITE 303 | CHAGRIN FALLS | OH | 44022 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $50,000 | |
| INTERNATIONAL SPY MUSEUM | ||||||||
| 800 F STREET NW | WASHINGTON | DC | 20004 | N/A | PUBLIC CHARITY | CAPITAL SUPPORT | $39,800,000 | |
| JEWISH FEDERATION OF CLEVELAND | ||||||||
| 25701 SCIENCE PARK DRIVE | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | CEMETERY CAMPAIGN | $20,000 | |
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $15,000 | |
| JEWISH FEDERATION OF SOUTHERN ARIZONA | ||||||||
| 3822 EAST RIVER DRIVE | TUCSON | AZ | 857186635 | N/A | PUBLIC CHARITY | BIRTHRIGHT ISRAEL | $2,700 | |
| JULIE BILLIART SCHOOL | ||||||||
| 4982 CLUBSIDE ROAD | LYNDHURST | OH | 441242596 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $3,000 | |
| JUPITER MEDICAL CENTER FOUNDATION | ||||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 334587299 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $10,000 | |
| KOL ISRAEL FOUNDATION | ||||||||
| PO BOX 22274 | CLEVELAND | OH | 44122 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $5,000 | |
| LGBT COMMUNITY CENTER OF GREATER CLEVELAND | ||||||||
| 6600 DETROIT AVENUE | CLEVELAND | OH | 44102 | N/A | PUBLIC CHARITY | FACILITIES ENDOWMENT | $227,829 | |
| LIFEACT | ||||||||
| 29425 CHAGRIN BOULEVARD | CLEVELAND | OH | 44122 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $1,000 | |
| MEDWISH INTERNATIONAL | ||||||||
| 1625 EAST 31ST STREET | CLEVELAND | OH | 44114 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $5,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 885 2ND AVENUE 8TH FLOOR | NEW YORK | NY | 10017 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $1,000 | |
| MERCY CORPS | ||||||||
| 45 SW ANKENY STREET | PORTLAND | OR | 97204 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $45,000 | |
| MILESTONES ORGANIZATION | ||||||||
| 23880 COMMERCE PARK ROAD SUITE 2 | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $1,000 | |
| MONTEFIORE FOUNDATION | ||||||||
| ONE DAVID N MYERS PARKWAY | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $5,000 | |
| NAMI OHIO | ||||||||
| 1225 DUBLIN ROAD SUITE 125 | COLUMBUS | OH | 43215 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $1,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| OHIO BUCKEYE CHAPTER 6155 ROCKSIDE | INDEPENDENCE | OH | 44131 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $10,000 | ROAD SUITE 202 |
| NATURE CENTER AT SHAKER LAKES | ||||||||
| 2600 SOUTH PARK BOULEVARD | CLEVELAND | OH | 441201668 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $1,000 | |
| NEGEV FOUNDATION | ||||||||
| 2121 S GREEN ROAD SUITE 210 | CLEVELAND | OH | 44121 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $50,000 | |
| NORTHEAST OHIO SPCA INC | ||||||||
| 9555 BROOKPARK ROAD | PARMA | OH | 44129 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $10,000 | |
| ORT AMERICA | ||||||||
| 24100 CHAGRIN BOULEVARD SUITE 300 | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $5,000 | |
| PIANO INTERNATIONAL ASSOCIATION OF NORTHERN OHIO | ||||||||
| 20600 CHAGRIN BOULEVARD SUITE 1110 | CLEVELAND | OH | 44122 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $3,000 | |
| PLAN OF NE OHIO INC | ||||||||
| 3659 SOUTH GREEN ROAD SUITE 322 | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | RESTRICTED SUPPORT | $35,000 | |
| PLAN OF NE OHIO INC | ||||||||
| 3659 SOUTH GREEN ROAD SUITE 322 | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $10,000 | |
| POPULATION ACTION INTERNATIONAL | ||||||||
| 1300 19TH STREET NW SUITE 200 | WASHINGTON | DC | 200361624 | N/A | PUBLIC CHARITY | INDONESIA PROJECTS | $55,000 | |
| REFORM TEMPLE OF JUPITER-TEQUESTA | ||||||||
| 2250 CENTRAL BOULEVARD | JUPITER | FL | 33458 | N/A | PUBLIC CHARITY | CAPITAL SUPPORT | $20,000 | |
| ROOSEVELT UNIVERSITY | ||||||||
| 430 S MICHIGAN AVENUE AUD818 | CHICAGO | IL | 606059866 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $5,000 | |
| SAINT JOSEPH ACADEMY | ||||||||
| 3470 ROCKY RIVER DRIVE | CLEVELAND | OH | 44111 | N/A | PUBLIC CHARITY | CULTURAL CURRICULUM SUPPORT | $9,370 | |
| SENIOR TRANSPORTATION CONNECTION | ||||||||
| 4735 WEST 150 STREET SUITE A | CLEVELAND | OH | 44135 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $1,000 | |
| SHOES AND CLOTHES FOR KIDS | ||||||||
| 3500 LORAIN AVENUE SUITE 301 | CLEVELAND | OH | 44113 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $10,000 | |
| SOUTH EUCLID HUMANE SOCIETY | ||||||||
| 4110 PRINCETON BOULEVARD | SOUTH EUCLID | OH | 44121 | N/A | PUBLIC CHARITY | RESTRICTED SUPPORT | $50,000 | |
| SOUTH EUCLID HUMANE SOCIETY | ||||||||
| 4110 PRINCETON BOULEVARD | SOUTH EUCLID | OH | 44121 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $39,171 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $15,000 | |
| THE CLEVELAND POLICE FOUNDATION | ||||||||
| 1300 ONTARIO STREET | CLEVELAND | OH | 44113 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $25,000 | |
| THE EVERETT JEWISH LIFE CENTER IN CHAUTAUQUA | ||||||||
| 36 MASSEY AVENUE SUITE 315 | CHAUTAUQUA | NY | 14722 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $5,000 | |
| THE NATIONAL WWII MUSEUM INC | ||||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | N/A | PUBLIC CHARITY | CAPITAL SUPPORT | $100,000 | |
| THE PAW PROJECT | ||||||||
| PO BOX 445 | SANTA MONICA | CA | 90406 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $100,000 | |
| THE TEMPLE-TIFERETH ISRAEL | ||||||||
| 26000 SHAKER BOULEVARD | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $5,000 | |
| TOHONO CHUL PARK | ||||||||
| 7366 N PASEO DEL NORTE | TUCSON | AZ | 85704 | N/A | PUBLIC CHARITY | RESTRICTED SUPPORT | $25,000 | |
| TREES WATER AND PEOPLE | ||||||||
| 633 REMINGTON STREET | FORT COLLINS | CO | 80524 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $5,000 | |
| UNIVERSITY OF ARIZONA CANCER CENTER | ||||||||
| PO BOX 245018 | TUCSON | AZ | 85724 | N/A | PUBLIC CHARITY | RESTRICTED SUPPORT | $229,300 | |
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||||
| 1111 NORTH CHERRY AVENUE | TUCSON | AZ | 85721 | N/A | PUBLIC CHARITY | RESTRICTED SUPPORT | $205,000 | |
| UNIVERSITY OF ARIZONA | ||||||||
| 1131 E SECOND STREET PO BOX 210071 | TUCSON | AZ | 857210071 | N/A | PUBLIC CHARITY | APHASIA SCHOLARSHIP FUND | $30,000 | |
| UNIVERSITY OF MICHIGAN - RESIDENTIAL COLLEGE | ||||||||
| 701 EAST UNIVERSITY | ANN ARBOR | MI | 481091245 | N/A | PUBLIC CHARITY | RESTRICTED SUPPORT | $35,000 | |
| URSULINE SISTERS OF CLEVELAND | ||||||||
| 2600 LANDER ROAD | PEPPER PIKE | OH | 44124 | N/A | PUBLIC CHARITY | CAPITAL SUPPORT | $40,000 | |
| WESTERN RESERVE HISTORICAL SOCIETY | ||||||||
| 10825 EAST BOULEVARD | CLEVELAND | OH | 44106 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,578,870 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE CLEVELAND POLICE FOUNDATION | |||||||
| 1300 ONTARIO STREET | CLEVELAND | OH | 44113 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $75,000 |
| THE NATIONAL WWII MUSEUM INC | |||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | N/A | PUBLIC CHARITY | CAPITAL SUPPORT | $400,000 |
| URSULINE SISTERS OF CLEVELAND | |||||||
| 2600 LANDER ROAD | PEPPER PIKE | OH | 44124 | N/A | PUBLIC CHARITY | CAPITAL SUPPORT | $160,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $635,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,516,567 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,846,984 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (15 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| BANK OF NEW YORK | 14 | $692 |
| ENTERPRISE PRODUCTS PARTNERS LP | 14 | -$2,601 |
| ENTERPRISE PRODUCTS PARTNERS LP- NONDEDUCTIBLE EXPENSES | 14 | -$4 |
| GENESIS ENERGY LP | 14 | -$3,139 |
| GENESIS ENERGY LP- NONDEDUCTIBLE EXPENSES | 14 | -$13 |
| ITHAN CREEK | 14 | $15,733 |
| KKR & CO., LP | 14 | -$3,267 |
| KKR & CO., LP- NONDEDUCTIBLE EXPENSES | 14 | -$114 |
| LEGACY CAPITAL PARTNERS FUND III | 14 | $90,417 |
| OAKTREE CAPITAL GROUP, LLC | 14 | -$701 |
| OZ OVERSEAS | 14 | $1,033 |
| PRIMUS HIGH YIELD BOND FUND LP | 14 | -$11,684 |
| SILCHESTER INTL INVESTORS INC | 14 | $50,065 |
| SPECTRA ENERGY PARTNERS, LP | 14 | -$7,656 |
| SPECTRA ENERGY PARTNERS, LP- NONDEDUCTIBLE EXPENSES | 14 | -$78 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,492,320 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,492,320 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MILTON S AND TAMAR MALTZ | ||||||
| 1 | 5500 MILITARY TRAIL SUITE 22-367 | JUPITER | FL | 33458 | $39,375 | Yes (X) |
| JULIE KONIGSBERG | ||||||
| 2 | 5500 MILITARY TRAIL SUITE 22-367 | JUPITER | FL | 33458 | $39,375 | Yes (X) |
| DANIEL MALTZ | ||||||
| 3 | 5500 MILITARY TRAIL SUITE 22-367 | JUPITER | FL | 33458 | $39,374 | Yes (X) |
| DAVID MALTZ | ||||||
| 4 | 5500 MILITARY TRAIL SUITE 22-367 | JUPITER | FL | 33458 | $39,374 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RSM | CategoryTxt |
| Amt | $9,750 | Amt |
| Net Investment Income | $9,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN CORPORATE BONDS | $3,854,420 | $3,995,650 |
| KARPUS FIXED INCOME | $4,951,357 | $5,496,306 |
| PIMCO MUTUAL FUNDS | $4,976,839 | $4,774,963 |
| PRIMUS BONDS | $1,419,549 | $1,425,858 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF NEW YORK EQUITIES | $11,821,357 | $15,333,524 |
| JP MORGAN EQUITIES | $1,001,957 | $1,737,290 |
| KARPUS EQUITIES | $3,619,827 | $4,031,834 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $40,268 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $46,980 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BANK OF NEW YORK - MLP - GENESIS TRANSFER PARTNERS | AT COST | $8,265 | $44,700 |
| BANK OF NEW YORK - MLP - K K R | AT COST | $179,307 | $168,480 |
| BANK OF NEW YORK - MLP - OAKTREE | AT COST | $200,606 | $168,400 |
| BANK OF NEW YORK - MLP - SPECTRA ENERGY | AT COST | $16,031 | $118,620 |
| FPA CRESCENT | AT COST | $4,134,255 | $5,603,704 |
| ITHAN CREEK | AT COST | $937,712 | $1,308,232 |
| JP MORGAN ENTERPRISE PRODUCTS | AT COST | $93 | $95,436 |
| KARPUS OTHER INVESTMENTS | AT COST | $360,292 | $362,320 |
| OZ OVERSEAS | AT COST | $452,687 | $445,148 |
| SILCHESTER | AT COST | $6,393,326 | $7,549,649 |
| STATE OF ISRAEL BONDS | AT COST | $400,000 | $400,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER UNREALIZED INVESTMENT ACTIVITY MISCELLANEOUS | $752,509 |
| UNREALIZED INVESTMENT ACTIVITY - BANK OF NEW YORK EAGLE | $643 |
| UNREALIZED INVESTMENT ACTIVITY - BANK OF NEW YORK HARRIS | $27,465 |
| UNREALIZED INVESTMENT ACTIVITY - KARPUS I & II | $43,821 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSE | $281 | $281 | $0 |
| REIMBURSED MANAGEMENT EXPENSES | $157,498 | $157,498 | $0 |
| SUBSCRIPTIONS | $125 | $125 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BANK OF NEW YORK | $692 | $692 | $692 |
| ENTERPRISE PRODUCTS PARTNERS LP | -$2,601 | -$2,601 | -$2,601 |
| ENTERPRISE PRODUCTS PARTNERS LP- NONDEDUCTIBLE EXPENSES | -$4 | -$4 | |
| GENESIS ENERGY LP | -$3,139 | -$3,139 | -$3,139 |
| GENESIS ENERGY LP- NONDEDUCTIBLE EXPENSES | -$13 | -$13 | |
| ITHAN CREEK | $15,733 | $15,733 | $15,733 |
| KKR & CO., LP | -$3,267 | -$3,267 | -$3,267 |
| KKR & CO., LP- NONDEDUCTIBLE EXPENSES | -$114 | -$114 | |
| LEGACY CAPITAL PARTNERS FUND III | $90,417 | $90,417 | $90,417 |
| OAKTREE CAPITAL GROUP, LLC | -$701 | -$701 | -$701 |
| OZ OVERSEAS | $1,033 | $1,033 | $1,033 |
| PRIMUS HIGH YIELD BOND FUND LP | -$11,684 | -$11,684 | -$11,684 |
| SILCHESTER INTL INVESTORS INC | $50,065 | $50,065 | $50,065 |
| SPECTRA ENERGY PARTNERS, LP | -$7,656 | -$7,656 | -$7,656 |
| SPECTRA ENERGY PARTNERS, LP- NONDEDUCTIBLE EXPENSES | -$78 | -$78 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED INVESTMENT ACTIVITY - BANK OF NEW YORK MLP | $11,069 |
| UNREALIZED INVESTMENT ACTIVITY - BANK OF NEW YORK OTHER | $28,069 |
| UNREALIZED INVESTMENT ACTIVITY - JP MORGAN PREF | $10,697 |
| UNREALIZED INVESTMENT ACTIVITY - LEGACY CAPITAL | $42,445 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES: BANK OF NEW YORK | $48,569 | $48,569 | $0 |
| INVESTMENT ADVISORY FEES: JP MORGAN | $27 | $27 | $0 |
| INVESTMENT ADVISORY FEES: KARPUS | $96,217 | $92,853 | $0 |
| INVESTMENT ADVISORY FEES: KKR & CO. LP | $204 | $204 | $0 |
| INVESTMENT ADVISORY FEES: OZ OVERSEAS FUND | $52,484 | $52,484 | $0 |
| INVESTMENT ADVISORY FEES: SILCHESTER INTERNATIONAL INV. | $68,733 | $68,733 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| MILTON S AND TAMAR MALTZ | |||
| 5500 MILITARY TRAIL SUITE 22-367 | JUPITER | FL | 33458 |
| JULIE KONIGSBERG | |||
| 5500 MILITARY TRAIL SUITE 22-367 | JUPITER | FL | 33458 |
| DANIEL MALTZ | |||
| 5500 MILITARY TRAIL SUITE 22-367 | JUPITER | FL | 33458 |
| DAVID MALTZ | |||
| 5500 MILITARY TRAIL SUITE 22-367 | JUPITER | FL | 33458 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $37,193 | $0 | $0 |
| FLORIDA TAXES | $61 | $61 | $0 |
| FOREIGN TAXES | $38,245 | $38,245 | $0 |
| OHIO TAXES | $200 | $200 | $0 |
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