MILTON & TAMAR MALTZ FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MILTON & TAMAR MALTZ FAMILY FOUNDATION INC (EIN 65-0164300)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201541359349102179
- Schema version
- 2014v5.0
- 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 | 2015-05-15T14:54:53-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | MCGLADREY 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 | 2014-01-01 | 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 FOUNDATION | BusinessNameLine1Txt |
| 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 | 2015-05-15 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $94,933,867 | 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 | $117,768 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,280,173 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,237,255 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,420,300 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,971,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,420,300 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $151,065 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $151,065 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,969,321 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,808,635 | 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 | $11,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $465,244 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $465,237 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $188,724 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $58,162 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $118,489 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $118,489 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $783,732 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $653,163 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,033,732 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $653,163 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,250,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $935,589 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,155,472 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,254,494 | CashBOYAmt |
| Cash EOY | $5,321,874 | CashEOYAmt |
| Cash EOYFMV | $5,522,828 | CashEOYFMVAmt |
| US Government Obligations BOY | $2,528,314 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,631,166 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,646,112 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $21,892,854 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,898,073 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,674,716 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $19,861,149 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,522,323 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $20,282,372 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $28,710,200 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,955,338 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $33,807,839 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $81,247,011 | TotalAssetsBOYAmt |
| Total Assets EOY | $82,328,774 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $94,933,867 | 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 | $80,247,011 | RetainedEarningBOYAmt |
| Retained Earning EOY | $81,328,774 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $81,247,011 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $82,328,774 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $81,247,011 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $82,328,774 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $81,247,011 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $935,589 | ExcessRevenueOverExpensesAmt |
| Other Increases | $176,068 | OtherIncreasesAmt |
| Subtotal | $82,358,668 | SubtotalAmt |
| Other Decreases | $29,894 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $82,328,774 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| ALPINE HERITAGE, LP | P | $37,074 | $37,074 | $37,074 | |
| ALPINE HERITAGE, LP | P | $4,709 | $4,709 | $4,709 | |
| BANK OF NEW YORK | P | $1,050,991 | $206,671 | $206,671 | $844,320 |
| BANK OF NEW YORK | P | $3,297,599 | $1,143,371 | $1,143,371 | $2,154,228 |
| BAY POND | P | $1,611,966 | $202,571 | $202,571 | $1,409,395 |
| EL PASO PIPELINE PARTNERS LP | P | $24 | $24 | $24 | |
| ENERGY TRANSFER PARTNERS LP | P | $2,623 | $2,623 | $2,623 | |
| FPA FUNDS | P | $77,294 | -$491 | -$491 | $77,785 |
| FPA FUNDS | P | $2,128,604 | -$147,939 | -$147,939 | $2,276,543 |
| ITHAN CREEK | P | $355,977 | $355,977 | $355,977 | |
| J.P. MORGAN | P | $3,005,213 | $202,377 | $202,377 | $2,802,836 |
| KARPUS INVESTMENT MANAGEMENT- #12634260 | P | $1,255,657 | $22,117 | $22,117 | $1,233,540 |
| KARPUS INVESTMENT MANAGEMENT- #12634260 | P | $2,684,629 | $415,187 | $415,187 | $2,269,442 |
| KARPUS INVESTMENT MANAGEMENT- #12641380 | P | $225,872 | $29,328 | $29,328 | $196,544 |
| KARPUS INVESTMENT MANAGEMENT- #12641380 | P | $2,566,844 | $108,273 | $108,273 | $2,458,571 |
| LEGACY CAPITAL PARTNERS FUND III | P | $75,023 | $75,023 | $75,023 | |
| PIMCO FUNDS | P | $2,711,475 | -$91,990 | -$91,990 | $2,803,465 |
| PRIMUS HIGH YIELD BOND FUND LP | P | $3,063 | $3,063 | $3,063 | |
| PRIMUS HIGH YIELD BOND FUND LP | P | $9,406 | $9,406 | $9,406 | |
| REGENCY ENERGY PARTNERS, LP | P | -$396 | -$396 | $396 | |
| THE SILCHESTER INTERNATIONAL INVESTMENT | P | -$24,097 | -$24,097 | $24,097 | |
| THE SILCHESTER INTERNATIONAL INVESTMENT | P | $230,998 | $230,998 | $230,998 | |
| WELLINGTON MANAGEMENT INVESTORS | P | $125,376 | $125,376 | $125,376 | |
| CAPITAL GAINS DIVIDENDS | P | $511,045 | $511,045 | $511,045 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,420,300 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,618,015 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $84,530,397 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042801 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,369,230 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $73,625,028 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045762 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,005,530 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $68,483,625 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043887 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,457,180 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $61,278,587 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040099 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,410,496 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $50,298,815 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047924 | DistributionYr5Rt |
| Total Distribution | 0.220473 | TotalDistributionRt |
| Average Distribution | 0.044095 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $94,082,956 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,148,588 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $51,555 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,200,143 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,250,000 | 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 | $51,555 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51,555 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51,555 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $81,988 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $81,988 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $30,433 | OverpaymentAmt |
| Applied To ES Tax | $30,433 | 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 | 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 | $95,376,429 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $139,262 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $95,515,691 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $95,515,691 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,432,735 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $94,082,956 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,704,148 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,704,148 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,555 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,555 | TotalTaxAmt |
| Distributable Before Adj | $4,652,593 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,652,593 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,652,593 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,250,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,250,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $51,555 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,198,445 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,652,593 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,084,248 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,250,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,084,248 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $165,752 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,486,841 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (81 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 | ANNUAL 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 | UNRESTRICTED SUPPORT | $5,000 | |
| AMERICAN JEWISH WORLD SERVICE | ||||||||
| 45 W 36TH STREET FL 11 | NEW YORK | NY | 101381381 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $1,000 | |
| ANIMAL BALANCE | ||||||||
| PO BOX 8454 | BEND | OR | 97709 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $85,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 50 PUBLIC SQUARE 1702 TERMINAL | CLEVELAND | OH | 44113 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $50,000 | 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 | RESTRICTED SUPPORT | $18,000 | |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||
| 116 HUNTINGTON AVENUE 5TH FLOOR | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | ADLER MASTER CLINICIAN POSITION | $25,000 | |
| CEDAR ROAD SYNAGOGUE | ||||||||
| 23749 CEDAR ROAD | LYNDHURST | OH | 44122 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $1,000 | |
| CENTER FOR ARTS-INSPIRED LEARNING | ||||||||
| 13110 SHAKER SQUARE SUITE C203 | CLEVELAND | OH | 441202313 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $10,000 | |
| CHAMBERFEST CLEVELAND | ||||||||
| 2489 GUILFORD ROAD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PUBLIC CHARITY | OPERATING SUPPORT | $25,000 | |
| CHAUTAUQUA FOUNDATION | ||||||||
| PO BOX 28 ONE AMES AVENUE | CHAUTAUQUA | NY | 14722 | N/A | PUBLIC CHARITY | RESTRICTED SUPPORT | $200,000 | |
| CLEVELAND ARTS PRIZE | ||||||||
| PO BOX 21126 | CLEVELAND | OH | 44121 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $1,000 | |
| CLEVELAND FOODBANK | ||||||||
| 15500 SOUTH WATERLOO ROAD | CLEVELAND | OH | 44110 | N/A | PUBLIC CHARITY | FRESH PRODUCE PROGRAM | $300,000 | |
| CLEVELAND HILLEL FOUNDATION | ||||||||
| 11291 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 MUSEUM OF NATURAL HISTORY | ||||||||
| 1 WADE OVAL DRIVE | CLEVELAND | OH | 44106 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $10,000 | |
| CLEVELAND PLAY HOUSE | ||||||||
| 1901 EAST 13TH STREET SUITE 200 | CLEVELAND | OH | 44114 | N/A | PUBLIC CHARITY | CAPITAL SUPPORT | $200,000 | |
| CLEVELAND SIGHT CENTER | ||||||||
| 1909 EAST 101ST STREET PO BOX 1988 | CLEVELAND | OH | 44106 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $5,000 | |
| CLEVELAND ZOOLOGICAL SOCIETY | ||||||||
| 3900 WILDLIFE WAY | CLEVELAND | OH | 44109 | N/A | PUBLIC CHARITY | RESTRICTED SUPPORT | $190,000 | |
| CONGREGATION OR CHADASH | ||||||||
| 3939 NORTH ALVERNON WAY | TUCSON | AZ | 85718 | N/A | PUBLIC CHARITY | RESTRICTED SUPPORT | $72,000 | |
| CONSERVATION INTERNATIONAL | ||||||||
| 2011 CRYSTAL DRIVE SUITE 500 | ARLINGTON | VA | 22202 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $50,000 | |
| 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 | 2014-2015 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 | $200,000 | |
| DOBAMA THEATRE | ||||||||
| 2340 LEE ROAD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $50,000 | |
| EMERGE CENTER AGAINST DOMESTIC ABUSE | ||||||||
| 2545 EAST ADAMS STREET | TUCSON | AZ | 85716 | N/A | PUBLIC CHARITY | RESTRICTED SUPPORT | $250,000 | |
| FRIENDS OF BREAKTHROUGH SCHOOLS | ||||||||
| 10118 HAMPDEN AVENUE | CLEVELAND | OH | 44108 | N/A | PUBLIC CHARITY | CITIZEN'S ACADEMY | $1,000 | |
| FRIENDS OF SABINO CANYON | ||||||||
| PO BOX 31265 | TUCSON | AZ | 857511265 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $5,450 | |
| FRIENDSHIP CIRCLE OF CLEVELAND INC | ||||||||
| 27900 GATES MILLS BOULEVARD | PEPPER PIKE | OH | 44124 | N/A | PUBLIC CHARITY | MY WALK 4 FRIENDS | $2,000 | |
| FUCHS MIZRACHI SCHOOL | ||||||||
| 26600 SHAKER BOULEVARD | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $1,000 | |
| GAY GAMES 9 | ||||||||
| 1220 WEST 6TH STREET 203 | CLEVELAND | OH | 44113 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $1,000 | |
| HADASSAH | ||||||||
| 50 WEST 58TH STREET | NEW YORK | NY | 100192500 | N/A | PUBLIC CHARITY | SARAH WETSMAN DAVIDSON TOWER | $100,000 | |
| HEBREW FREE LOAN ASSOCIATION | ||||||||
| 4301 EAST FIFTH STREET | TUCSON | AZ | 857112005 | 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 | |
| HENRY MORRISON FLAGLER MUSEUM | ||||||||
| ONE WHITEHALL WAY PO BOX 969 | PALM BEACH | FL | 33480 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $5,000 | |
| 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 | ANNUAL SUPPORT | $5,000 | |
| HOUSE OF NEIGHBORLY SERVICE | ||||||||
| PO BOX 7155 | TUCSON | AZ | 85725 | N/A | PUBLIC CHARITY | RESTRICTED SUPPORT | $4,550 | |
| JEWISH FEDERATION OF CLEVELAND | ||||||||
| 25701 SCIENCE PARK DRIVE | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | ISRAEL EMERGENCY ASSISTANCE FUND; ONWARD ISRAEL | $74,500 | |
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $15,000 | |
| JEWISH TELEGRAPHIC AGENCY | ||||||||
| 24 WEST 30TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $5,000 | |
| 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 | ||||||||
| 2121 SOUTH GREEN ROAD SUITE 208 | CLEVELAND | OH | 44121 | 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 | $5,558 | |
| MEDWISH INTERNATIONAL | ||||||||
| 17325 EUCLID AVENUE | CLEVELAND | OH | 44112 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $5,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 633 THIRD AVENUE 28TH 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 | |
| MONTEFIORE FOUNDATION | ||||||||
| ONE DAVID N MYERS PARKWAY | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $5,000 | |
| MUSICAL ARTS ASSOCIATION | ||||||||
| SEVERANCE HALL 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $60,000 | |
| NAMI OHIO | ||||||||
| 1225 DUBLIN ROAD SUITE 125 | COLUMBUS | OH | 43215 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $1,000 | |
| NATIONAL GEOGRAPHIC SOCIETY | ||||||||
| 1145 17TH STREET NW | WASHINGTON | DC | 200364688 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $1,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| OHIO BUCKEYE CHAPTER 6155 ROCKSIDE | INDEPENDENCE | OH | 44131 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $75,000 | ROAD SUITE 202 |
| NATURE CENTER AT SHAKER LAKES | ||||||||
| 2600 SOUTH PARK BOULEVARD | CLEVELAND | OH | 441201668 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $1,000 | |
| NEGEV FOUNDATION | ||||||||
| 2121 S GREEN ROAD SUITE 210 | CLEVELAND | OH | 44121 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $100,000 | |
| NORTHEAST OHIO SPCA INC | ||||||||
| 9555 BROOKPARK ROAD | PARMA | OH | 44129 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $10,000 | |
| NORTON MUSEUM OF ART | ||||||||
| 1451 S OLIVE AVENUE | WEST PALM BEACH | FL | 33401 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $5,000 | |
| 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 | CLEVELAND INTERNATIONAL PIANO COMPETITION | $1,000 | |
| PLAN OF NE OHIO INC | ||||||||
| 3659 SOUTH GREEN ROAD SUITE 322 | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | ENDOWMENT; HOLISTIC RECOVERY PROGRAM | $430,000 | |
| POPULATION ACTION INTERNATIONAL | ||||||||
| 1300 19TH STREET NW SUITE 200 | WASHINGTON | DC | 200361624 | N/A | PUBLIC CHARITY | INDONESIA PROJECTS | $70,000 | |
| REFORM TEMPLE OF JUPITER-TEQUESTA | ||||||||
| 2250 S CENTRAL BOULEVARD | JUPITER | FL | 33458 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $1,000 | |
| ROOSEVELT UNIVERSITY | ||||||||
| OFFICE OF INSTITUTIONAL ADVANCEMENT | CHICAGO | IL | 606059866 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $5,000 | 430 S MICHIGAN AVENUE AUD827 |
| SEGULA | ||||||||
| 2030 S TAYLOR ROAD | CLEVELAND HEIGHTS | OH | 44118 | 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 | $25,000 | |
| THE CONSERVATION FUND | ||||||||
| 1655 N FORT MYER DRIVE | ARLINGTON | VA | 22209 | N/A | PUBLIC CHARITY | RESTRICTED SUPPORT | $628,442 | |
| THE EVERETT JEWISH LIFE CENTER IN CHAUTAUQUA | ||||||||
| 36 MASSEY AVENUE SUITE 315 | CHAUTAUQUA | NY | 14722 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $30,000 | |
| THE TEMPLE-TIFERETH ISRAEL | ||||||||
| 26000 SHAKER BOULEVARD | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $20,000 | |
| 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 | $10,000 | |
| UNION FOR REFORM JUDAISM | ||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 100176778 | N/A | PUBLIC CHARITY | REFORM ISRAEL APPEAL | $5,000 | |
| UNIVERSITY OF ARIZONA CANCER CENTER | ||||||||
| 1515 N CAMPBELL AVENUE | TUCSON | AZ | 857245013 | N/A | PUBLIC CHARITY | RESTRICTED SUPPORT | $195,000 | |
| UNIVERSITY OF ARIZONA | ||||||||
| 1131 E SECOND STREET PO BOX 210071 | TUCSON | AZ | 857210071 | N/A | PUBLIC CHARITY | APHASIA SCHOLARSHIP FUND | $25,000 | |
| UNIVERSITY OF ARIZONAUAPRESENTS | ||||||||
| 888 NORTH EUCLID ROOM 203 | TUCSON | AZ | 857210158 | N/A | PUBLIC CHARITY | RESTRICTED SUPPORT | $65,000 | |
| UNIVERSITY OF MICHIGAN - RESIDENTIAL COLLEGE | ||||||||
| 701 EAST UNIVERSITY | ANN ARBOR | MI | 481091245 | N/A | PUBLIC CHARITY | RESTRICTED SUPPORT | $20,000 | |
| WESTERN RESERVE HISTORICAL SOCIETY | ||||||||
| 10825 EAST BOULEVARD | CLEVELAND | OH | 44106 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $10,000 | |
| WORLD JEWISH CONGRESS AMERICAN SECTION | ||||||||
| 501 MADISON AVE | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,250,000 | 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 | $15 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,280,173 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,420,300 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (20 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ALPINE HERITAGE LP | 14 | -$106,135 |
| BANK OF NEW YORK | 14 | $600 |
| CRESTWOOD MIDSTREAM PARTNERS LP (FKA INERGY MIDSTREAM) | 14 | -$8,134 |
| EL PASO PIPELINE PARTNERS LP | 14 | -$1,303 |
| ENERGY TRANSFER PARTNERS LP | 14 | -$1,645 |
| ENTERPRISE PRODUCTS PARTNERS LP | 14 | -$4,064 |
| GENESIS ENERGY LP | 14 | -$5,760 |
| JP MORGAN | 14 | $26 |
| KINDER MORGAN ENERGY PARTNERS, LP | 14 | -$3,130 |
| LEGACY CAPITAL PARTNERS FUND III | 14 | -$33,567 |
| LINN ENERGY, LLC | 14 | $1,045 |
| OZ OVERSEAS FUND | 14 | $13,608 |
| PENN VIRGINIA RESOURCE PARTNERS LP | 14 | -$410 |
| PIMCO ABSOLUTE RETURN STRATEGY IV | 14 | $305,314 |
| PRIMUS HIGH YIELD BOND FUND LP | 14 | $131 |
| RAMIUS | 14 | $5,215 |
| REGENCY ENERGY PARTNERS, LP | 14 | -$3,987 |
| SILCHESTER INTL INVESTORS INC | 14 | -$3,745 |
| SPECTRA ENERGY PARTNERS, LP | 14 | -$4,616 |
| VANGUARD NATURAL RESOURCES, LLC | 14 | $1,622 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,851,553 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,851,553 | 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 | $29,442 | Yes (X) |
| JULIE KONIGSBERG | ||||||
| 2 | 5500 MILITARY TRAIL SUITE 22-367 | JUPITER | FL | 33458 | $29,442 | Yes (X) |
| DANIEL MALTZ | ||||||
| 3 | 5500 MILITARY TRAIL SUITE 22-367 | JUPITER | FL | 33458 | $29,442 | Yes (X) |
| DAVID MALTZ | ||||||
| 4 | 5500 MILITARY TRAIL SUITE 22-367 | JUPITER | FL | 33458 | $29,442 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MCGLADREY LLP | CategoryTxt |
| Amt | $11,275 | Amt |
| Net Investment Income | $11,275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF NEW YORK CORPORATE BONDS | $1,180,529 | $1,215,556 |
| JP MORGAN CORPORATE BONDS | $3,436,748 | $3,590,475 |
| KARPUS FIXED INCOME | $8,888,578 | $8,530,717 |
| PIMCO MUTUAL FUNDS | $7,016,468 | $6,945,624 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF NEW YORK EQUITIES | $18,567,916 | $24,372,591 |
| JP MORGAN EQUITIES | $2,704,991 | $3,117,596 |
| KARPUS EQUITIES | $4,625,166 | $5,184,529 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,631,166 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,646,112 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALPINE HERITAGE | AT COST | $1,245,208 | $1,257,778 |
| BANK OF NEW YORK - MLP - CRESTWOOD MAINSTREAM PARTNERS | AT COST | $28,407 | $48,728 |
| BANK OF NEW YORK - MLP - ENERGY TRANSFER PARTNERS | AT COST | $61,594 | $130,000 |
| BANK OF NEW YORK - MLP - GENESIS TRANSFER PARTNERS | AT COST | $35,447 | $84,840 |
| BANK OF NEW YORK - MLP - LINN ENERGY | AT COST | $9,145 | $10,130 |
| BANK OF NEW YORK - MLP - REGENCY ENERGY | AT COST | $17,626 | $73,440 |
| BANK OF NEW YORK - MLP - SPECTRA ENERGY | AT COST | $56,893 | $170,910 |
| BANK OF NEW YORK - MLP - VANGUARD NATURAL RESOURCES | AT COST | $38,607 | $30,140 |
| CAPITAL GUARDIAN ETOP | AT COST | $1,074,385 | $1,027,083 |
| FPA CRESCENT | AT COST | $4,884,857 | $5,951,039 |
| ITHAN CREEK | AT COST | $2,081,272 | $2,747,879 |
| JP MORGAN - ENTERPRISE PRODUCTS | AT COST | $21,490 | $130,032 |
| LEGACY CAPITAL PARTNERS III | AT COST | $66,331 | $158,718 |
| OZ OVERSEAS | AT COST | $3,624,772 | $6,340,032 |
| PIMCO GMA | AT COST | $2,138,354 | $2,161,373 |
| PIMCO PARS | AT COST | $2,653,735 | $2,889,677 |
| RAMIUS | AT COST | $6,735 | $6,735 |
| SILCHESTER | AT COST | $9,510,480 | $10,186,705 |
| STATE OF ISRAEL BONDS 5TH | AT COST | $400,000 | $402,600 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED INVESTMENT ACTIVITY - KARPUS I | $27,023 |
| UNREALIZED INVESTMENT ACTIVITY - KARPUS II | $1,057 |
| UNREALIZED INVESTMENT ACTIVITY - LEGACY CAPITAL PARTNERS III | $1,814 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSE | $681 | $681 | $0 |
| SUBSCRIPTIONS | $41 | $41 | $0 |
| REIMBURSED MANAGEMENT EXPENSES | $117,767 | $117,767 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (20 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ALPINE HERITAGE LP | -$106,135 | -$106,135 | -$106,135 |
| BANK OF NEW YORK | $600 | $600 | $600 |
| CRESTWOOD MIDSTREAM PARTNERS LP (FKA INERGY MIDSTREAM) | -$8,134 | -$8,134 | -$8,134 |
| EL PASO PIPELINE PARTNERS LP | -$1,303 | -$1,303 | -$1,303 |
| ENERGY TRANSFER PARTNERS LP | -$1,645 | -$1,645 | -$1,645 |
| ENTERPRISE PRODUCTS PARTNERS LP | -$4,064 | -$4,064 | -$4,064 |
| GENESIS ENERGY LP | -$5,760 | -$5,760 | -$5,760 |
| JP MORGAN | $26 | $26 | $26 |
| KINDER MORGAN ENERGY PARTNERS, LP | -$3,130 | -$3,130 | -$3,130 |
| LEGACY CAPITAL PARTNERS FUND III | -$33,567 | -$33,567 | -$33,567 |
| LINN ENERGY, LLC | $1,045 | $1,045 | $1,045 |
| OZ OVERSEAS FUND | $13,608 | $13,608 | $13,608 |
| PENN VIRGINIA RESOURCE PARTNERS LP | -$410 | -$410 | -$410 |
| PIMCO ABSOLUTE RETURN STRATEGY IV | $305,314 | $305,314 | $305,314 |
| PRIMUS HIGH YIELD BOND FUND LP | $131 | $131 | $131 |
| RAMIUS | $5,215 | $5,215 | $5,215 |
| REGENCY ENERGY PARTNERS, LP | -$3,987 | -$3,987 | -$3,987 |
| SILCHESTER INTL INVESTORS INC | -$3,745 | -$3,745 | -$3,745 |
| SPECTRA ENERGY PARTNERS, LP | -$4,616 | -$4,616 | -$4,616 |
| VANGUARD NATURAL RESOURCES, LLC | $1,622 | $1,622 | $1,622 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER INCREASES IN VARIOUS ACCOUNTS | $122,262 |
| UNREALIZED INVESTMENT ACTIVITY - BANK OF NEW YORK | $25,573 |
| UNREALIZED INVESTMENT ACTIVITY - JP MORGAN PREF | $7,701 |
| UNREALIZED INVESTMENT ACTIVITY - PIMCO GMA | $20,217 |
| UNREALIZED INVESTMENT ACTIVITY - STATE OF ISRAEL BOND | $315 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES: BANK OF NEW YORK | $67,076 | $67,069 | $0 |
| INVESTMENT ADVISORY FEES: JP MORGAN | $8,659 | $8,659 | $0 |
| INVESTMENT ADVISORY FEES: KARPUS | $90,695 | $90,695 | $0 |
| INVESTMENT ADVISORY FEES: KINDER MORGAN ENERGY PARTNERS | $1,750 | $1,750 | $0 |
| INVESTMENT ADVISORY FEES: LINN ENERGY | $2,666 | $2,666 | $0 |
| INVESTMENT ADVISORY FEES: OZ OVERSEAS FUND | $175,892 | $175,892 | $0 |
| INVESTMENT ADVISORY FEES: PRIMUS HIGH YIELD BOND FUND | $10,041 | $10,041 | $0 |
| INVESTMENT ADVISORY FEES: VANGUARD NATURAL RESOURCES | $2,372 | $2,372 | $0 |
| SILCHESTER ADVISORY FEES | $106,093 | $106,093 | $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 |
|---|---|---|---|
| FLORIDA TAXES | $61 | $61 | $0 |
| OHIO TAXES | $200 | $200 | $0 |
| FEDERAL TAXES | $130,562 | $0 | $0 |
| FOREIGN TAXES | $57,901 | $57,901 | $0 |
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