MILTON & TAMAR MALTZ FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MILTON & TAMAR MALTZ FAMILY FOUNDATION INC (EIN 65-0164300)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201441349349101814
- Schema version
- 2013v3.0
- 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
- Legal Fees Schedule
- 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 | 2014-05-14T12:07:34-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 LAKESIDE AVE SUITE 200 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441141152 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BEACHWOOD | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID MALTZ | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2167813010 | PhoneNum |
| Signature | 2014-05-13 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $94,132,810 | 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 | $6,076,498 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,893,577 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,893,577 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,944,294 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,862,801 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,944,294 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$21,566 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$21,566 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,892,803 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,816,305 | 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 |
| Legal Fees Rev And Expnss | $3,299 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,299 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $500,234 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $500,234 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $261 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $261 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $91,892 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $91,892 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $617,836 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $617,836 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,700,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,700,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,317,836 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $617,836 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,700,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,574,967 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,198,469 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,667,187 | CashBOYAmt |
| Cash EOY | $8,254,494 | CashEOYAmt |
| Cash EOYFMV | $8,289,007 | CashEOYFMVAmt |
| US Government Obligations BOY | $2,599,575 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,528,314 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,563,111 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $25,783,689 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,892,854 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,724,165 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $19,481,235 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $19,861,149 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $19,573,663 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $23,841,782 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,710,200 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,982,864 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $76,373,468 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,247,011 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $94,132,810 | 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 | $75,373,468 | RetainedEarningBOYAmt |
| Retained Earning EOY | $80,247,011 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $76,373,468 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $81,247,011 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $76,373,468 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $81,247,011 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $76,373,468 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,574,967 | ExcessRevenueOverExpensesAmt |
| Other Increases | $113,032 | OtherIncreasesAmt |
| Subtotal | $87,061,467 | SubtotalAmt |
| Other Decreases | $5,814,456 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $81,247,011 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| ALPINE HERITAGE, LP | P | $81,594 | $81,594 | $81,594 | |
| ALPINE HERITAGE, LP | P | $5,555 | $5,555 | $5,555 | |
| BANK OF NEW YORK | P | $538,691 | $38,567 | $38,567 | $500,124 |
| BANK OF NEW YORK | D | $11,208,172 | $5,486,937 | $5,486,937 | $5,721,235 |
| ENERGY TRANSFER PARTNERS LP | P | $911 | $911 | $911 | |
| ITHAN CREEK | P | $219,311 | $219,311 | $219,311 | |
| J.P. MORGAN | P | $1,493,591 | $97,249 | $97,249 | $1,396,342 |
| KARPUS INVESTMENT MANAGEMENT- #12634260 | P | $579,167 | -$32,379 | -$32,379 | $611,546 |
| KARPUS INVESTMENT MANAGEMENT- #12634260 | P | $2,490,394 | $272,978 | $272,978 | $2,217,416 |
| KARPUS INVESTMENT MANAGEMENT- #12641380 | P | $50,000 | $2,500 | $2,500 | $47,500 |
| KARPUS INVESTMENT MANAGEMENT- #12641380 | P | $1,570,813 | $146,469 | $146,469 | $1,424,344 |
| LEGACY CAPITAL PARTNERS FUND III | P | $15,397 | $15,397 | $15,397 | |
| PRIMUS HIGH YIELD BOND FUND LP | P | $697 | $697 | $697 | |
| PRIMUS HIGH YIELD BOND FUND LP | P | $7,124 | $7,124 | $7,124 | |
| THE SILCHESTER INTERNATIONAL INVESTMENT | P | $27,013 | $27,013 | $27,013 | |
| THE SILCHESTER INTERNATIONAL INVESTMENT | P | $316,464 | $316,464 | $316,464 | |
| WELLINGTON MANAGEMENT INVESTORS | P | $16,137 | $16,137 | $16,137 | |
| CAPITAL GAINS DIVIDENDS | P | $241,770 | $241,770 | $241,770 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,944,294 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,369,230 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $73,625,028 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045762 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,005,530 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $68,483,625 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043887 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,457,180 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $61,278,587 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040099 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,410,496 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $50,298,815 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047924 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $826,200 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $48,994,064 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.016863 | DistributionYr5Rt |
| Total Distribution | 0.194535 | TotalDistributionRt |
| Average Distribution | 0.038907 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $84,530,397 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,288,824 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $81,985 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,370,809 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,700,000 | 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 | $81,985 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $81,985 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $81,985 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,258 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $34,258 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $47,727 | 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 | 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 | AddressLine1 |
| City | BEACHWOOD | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $82,780,276 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,037,386 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $85,817,662 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $85,817,662 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,287,265 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $84,530,397 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,226,520 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,226,520 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $81,985 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $81,985 | TotalTaxAmt |
| Distributable Before Adj | $4,144,535 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,144,535 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,144,535 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,700,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,700,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $81,985 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,618,015 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,144,535 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,639,713 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,700,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,639,713 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $60,287 | 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 | $4,084,248 | 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 (93 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AFRICAN WILDLIFE FOUNDATION | ||||||||
| 1400 SIXTEENTH STREET NW SUITE 120 | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | RESTRICTED SUPPORT | $20,000 | |
| AFRICAN WILDLIFE FOUNDATION | ||||||||
| 1400 SIXTEENTH STREET NW SUITE 120 | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $5,000 | |
| ALI FORNEY CENTER | ||||||||
| 224 W 35TH STREET | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | OPERATING SUPPORT | $30,000 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 3300 PGA BOULEVARD SUITE 510 | PALM BEACH GARDENS | FL | 33410 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $1,000 | |
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA | ||||||||
| 122 EAST 42ND STREET SUITE 4507 | NEW YORK | NY | 10168 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $50,000 | |
| AMERICAN ISRAEL EDUCATION FOUNDATION | ||||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $75,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 1422 EUCLID AVENUE SUITE 625 | CLEVELAND | OH | 44115 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $4,490 | |
| ANIMAL BALANCE | ||||||||
| PO BOX 8454 | BEND | OR | 97709 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $75,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 50 PUBLIC SQUARE 1702 TERMINAL | CLEVELAND | OH | 44113 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $50,000 | TOWER |
| ARTHRITIS FOUNDATION - NE OHIO CHAPTER | ||||||||
| 4630 RICHMOND ROAD SUITE 240 | CLEVELAND | OH | 441285954 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $5,000 | |
| 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 | $7,000 | |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| ADELBERT HALL 216 10900 EUCLID | CLEVELAND | OH | 441067001 | N/A | PUBLIC CHARITY | RESTRICTED SUPPORT | $500,000 | AVENUE |
| CHAMBERFEST CLEVELAND | ||||||||
| 2489 GUILFORD ROAD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PUBLIC CHARITY | OPERATING SUPPORT | $50,000 | |
| CHAUTAUQUA FOUNDATION | ||||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | N/A | PUBLIC CHARITY | CAPITAL SUPPORT | $200,000 | |
| CLEVELAND ARTS PRIZE | ||||||||
| PO BOX 21126 | CLEVELAND | OH | 44121 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $10,000 | |
| CLEVELAND FOODBANK | ||||||||
| 15500 SOUTH WATERLOO ROAD | CLEVELAND | OH | 44110 | N/A | PUBLIC CHARITY | FRESH PRODUCE INITIATIVE | $260,000 | |
| CLEVELAND HILLEL FOUNDATION | ||||||||
| 11291 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $5,000 | |
| CLEVELAND INSTITUTE OF MUSIC | ||||||||
| 11021 EAST BOULEVARD | CLEVELAND | OH | 44106 | 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 | $15,000 | |
| CLEVELAND PLAY HOUSE | ||||||||
| 8500 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $25,000 | |
| CLEVELAND PLAY HOUSE | ||||||||
| 8500 EUCLID AVENUE | CLEVELAND | OH | 44106 | 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 | $180,000 | |
| COLUMBIA UNIVERSITY | ||||||||
| 180 FT WASHINGTON AVENUE | NEW YORK | NY | 10032 | N/A | PUBLIC CHARITY | GRAY MATTERS FUND | $10,000 | |
| CONGREGATION OR CHADASH | ||||||||
| 3939 NORTH ALVERNON WAY | TUCSON | AZ | 85718 | N/A | PUBLIC CHARITY | EXPANDING THE CAPACITY CAMPAIGN | $250,000 | |
| 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 | OH | 441181395 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $2,500 | |
| 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 | $150,000 | |
| DOBAMA THEATRE | ||||||||
| 2340 LEE ROAD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $30,000 | |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PUBLIC CHARITY | LITIGATION SUPPORT | $29,000 | |
| FRIENDS OF BREAKTHROUGH SCHOOLS | ||||||||
| 10118 HAMPDEN AVENUE | CLEVELAND | OH | 44108 | N/A | PUBLIC CHARITY | CITIZENS ACADEMY | $1,000 | |
| FRIENDS OF SABINO CANYON | ||||||||
| PO BOX 31265 | TUCSON | AZ | 857511265 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $5,500 | |
| FRIENDS OF THE AARON GARBER LIBRARY | ||||||||
| 26500 SHAKER BOULEVARD | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $5,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| PO BOX 22410 | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $2,000 | |
| FRONTIER RECREATION JULY SUMMER DAY CAMP | ||||||||
| 2550 LANDER ROAD | PEPPER PIKE | OH | 44124 | N/A | PUBLIC CHARITY | MINORITY CAMPER SCHOLARSHIPS | $7,500 | |
| FUCHS MIZRACHI SCHOOL | ||||||||
| 26600 SHAKER BOULEVARD | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $5,000 | |
| HADASSAH | ||||||||
| 50 WEST 58TH STREET | NEW YORK CITY | NY | 100192500 | N/A | PUBLIC CHARITY | SARAH WETSMAN DAVIDSON TOWER | $50,000 | |
| HANDMAKER FOUNDATION | ||||||||
| 2221 N ROSEMONT BOULEVARD | TUCSON | AZ | 85712 | N/A | PUBLIC CHARITY | RESTRICTED SUPPORT | $10,000 | |
| HEBREW FREE LOAN ASSOCIATION | ||||||||
| 4301 EAST FIFTH STREET | TUCSON | AZ | 857112005 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $25,000 | |
| HEBREW SHELTER HOME | ||||||||
| 3659 SOUTH GREEN ROAD SUITE 322 | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | OPERATING SUPPORT | $20,000 | |
| HEIGHTS HILL MENTAL HEALTH SERVICE | ||||||||
| 25 FLATBUSH AVENUE THIRD FLOOR | BROOKLYN | NY | 11217 | N/A | PUBLIC CHARITY | RAINBOW HEIGHTS CLUB SUPPORT | $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 | ||||||||
| 139 BELL STREET SUITE 206 | 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 | MURAL PROJECT | $8,000 | |
| HOUSE OF NEIGHBORLY SERVICE | ||||||||
| PO BOX 7155 | TUCSON | AZ | 85725 | N/A | PUBLIC CHARITY | CAPITAL REPAIRS | $8,000 | |
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 334172760 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $12,000 | |
| JEWISH HISTORY MUSEUM | ||||||||
| PO BOX 889 | TUCSON | AZ | 85702 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $5,000 | |
| JEWISH NATIONAL FUND | ||||||||
| 78 RANDALL AVENUE | ROCKVILLE CENTRE | NY | 11570 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $10,000 | |
| JULIE BILLIART SCHOOL | ||||||||
| 4982 CLUBSIDE ROAD | LYNDHURST | OH | 441242596 | N/A | PUBLIC CHARITY | ANNUAL 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 STE 208 | CLEVELAND | OH | 44122 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $5,000 | |
| MALTZ MUSEUM OF JEWISH HERITAGE | ||||||||
| 2929 RICHMOND ROAD | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | SPECIAL EXHIBITS | $69,810 | |
| MALTZ MUSEUM OF JEWISH HERITAGE | ||||||||
| 2929 RICHMOND ROAD | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | SUSTAINABILITY INITIATIVES | $1,000 | |
| MAZON | ||||||||
| 10495 SANTA MONICA BOULEVARD SUITE | LOS ANGELES | CA | 90025 | N/A | PUBLIC CHARITY | ISRAEL HUNGER INITIATIVES | $10,000 | 100 |
| 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 | ||||||||
| 9 WATERHOUSE STREET | CAMBRIDGE | MA | 02138 | 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 | |
| MONTEFIORE FOUNDATION | ||||||||
| ONE DAVID N MYERS PARKWAY | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | CAPITAL SUPPORT | $1,000 | |
| NAMI OHIO | ||||||||
| 1225 DUBLIN ROAD | COLUMBUS | OH | 43215 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $1,000 | |
| NATIONAL ASSOCIATION OF SOCIAL WORKERS FOUNDATION | ||||||||
| 750 FIRST STREET NE SUITE 700 | WASHINGTON | DC | 200022421 | N/A | PUBLIC CHARITY | SWAN PROGRAM | $5,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY OHIO BUCKEYE CHAPTER | ||||||||
| 6155 ROCKSIDE ROAD SUITE 202 | INDEPENDENCE | OH | 44131 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $75,000 | |
| NATURE CENTER AT SHAKER LAKES | ||||||||
| 2600 SOUTH PARK BOULEVARD | CLEVELAND | OH | 441201668 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $1,000 | |
| NATURE CENTER AT SHAKER LAKES | ||||||||
| 2600 SOUTH PARK BOULEVARD | CLEVELAND | OH | 441201668 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $4,000 | |
| PALM BEACH COUNTY CULTURAL COUNCIL | ||||||||
| 601 LAKE AVENUE | LAKE WORTH | FL | 33460 | N/A | PUBLIC CHARITY | CULTURE AND COCKTAILS SERIES | $20,000 | |
| PIANO INTERNATIONAL ASSOCIATION OF NORTHERN OHIO | ||||||||
| 12200 FAIRHILL ROAD | CLEVELAND | OH | 44120 | N/A | PUBLIC CHARITY | CLEVELAND INTERNATIONAL PIANO COMPETITION | $3,500 | |
| PLAN OF NE OHIO INC | ||||||||
| 3659 SOUTH GREEN ROAD SUITE 322 | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | OPERATING SUPPORT | $30,000 | |
| POPULATION ACTION INTERNATIONAL | ||||||||
| 1300 19TH STREET NW SUITE 200 | WASHINGTON | DC | 200361624 | N/A | PUBLIC CHARITY | INDONESIA PROJECTS | $30,000 | |
| REFORM TEMPLE OF JUPITER-TEQUESTA | ||||||||
| 2250 S CENTRAL BOULEVARD | JUPITER | FL | 33458 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $1,000 | |
| ROOSEVELT UNIVERSITY | ||||||||
| 430 S MICHIGAN AVENUE AUD827 | CHICAGO | IL | 606059866 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $5,000 | |
| SEGULA | ||||||||
| PO BOX 18097 | CLEVELAND HEIGHTS | OH | 441180097 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $1,000 | |
| SHOES AND CLOTHES FOR KIDS | ||||||||
| 3311 PERKINS AVENUE SUITE 205 | CLEVELAND | OH | 44114 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $50,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $15,000 | |
| THE CLEVELAND CLINIC FOUNDATION | ||||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | N/A | PUBLIC CHARITY | PROSTATE CANCER RESEARCH | $250,000 | |
| THE EVERETT JEWISH LIFE CENTER IN CHAUTAUQUA | ||||||||
| 36 MASSEY AVENUE | CHAUTAUQUA | NY | 14722 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $15,000 | |
| THE RATNER SCHOOL | ||||||||
| 27575 SHAKER BOULEVARD | PEPPER PIKE | OH | 44124 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $24,200 | |
| THE RATNER SCHOOL | ||||||||
| 27575 SHAKER BOULEVARD | PEPPER PIKE | OH | 44124 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $5,000 | |
| 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 | UNRESTRICTED SUPPORT | $6,000 | |
| TREES WATER AND PEOPLE | ||||||||
| 633 REMINGTON STREET | FORT COLLINS | CO | 80524 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $10,000 | |
| TUCSON JEWISH COMMUNITY CENTER | ||||||||
| 3800 EAST RIVER ROAD | TUCSON | AZ | 85718 | N/A | PUBLIC CHARITY | TUCSON INTERNATIONAL JEWISH FILM FESTIVAL | $2,500 | |
| TUCSON PIMA ARTS COUNCIL | ||||||||
| 100 NORTH STONE AVENUE 303 | TUCSON | AZ | 85701 | N/A | PUBLIC CHARITY | PLACE V INITIATIVE GRANTS | $20,000 | |
| 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 | $155,000 | |
| UNIVERSITY OF ARIZONA | ||||||||
| 1131 E SECOND STREET | 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 | 2014-2015 SEASON | $70,000 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 701 E UNIVERSITY | ANN ARBOR | MI | 481091245 | N/A | PUBLIC CHARITY | RESIDENTIAL COLLEGE | $28,000 | |
| 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 AVENUE | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $1,000 | |
| YOUNG AUDIENCES OF NORTHEAST OHIO | ||||||||
| 13110 SHAKER SQUARE SUITE C203 | CLEVELAND | OH | 441202313 | N/A | PUBLIC CHARITY | ANNUAL AND ENDOWMENT SUPPORT | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,700,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHAUTAUQUA FOUNDATION | |||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | N/A | PUBLIC CHARITY | CAPITAL SUPPORT | $800,000 |
| THE EVERETT JEWISH LIFE CENTER IN CHAUTAUQUA | |||||||
| 36 MASSEY AVENUE | CHAUTAUQUA | NY | 14722 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $810,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,893,577 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,944,294 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (19 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ALPINE HERITAGE LP | 14 | -$39,048 |
| BANK OF NEW YORK | 14 | -$12,450 |
| CRESTWOOD MIDSTREAM PARTNERS LP | 14 | -$11,009 |
| CRESTWOOD MIDSTREAM PARTNERS LP (FKA INERGY MIDSTREAM) | 14 | -$2,254 |
| ENERGY TRANSFER PARTNERS LP | 14 | -$6,999 |
| ENTERPRISE PRODUCTS PARTNERS LP | 14 | -$4,346 |
| GENESIS ENERGY LP | 14 | -$5,061 |
| JP MORGAN | 14 | -$747 |
| KARPUS I INVESTMENTS | 14 | -$3,612 |
| LEGACY CAPITAL PARTNERS FUND III | 14 | -$41,629 |
| LINN ENERGY, LLC | 14 | -$236 |
| OZ OVERSEAS FUND | 14 | $21,155 |
| PENN VIRGINIA RESOURCE PARTNERS LP | 14 | -$4,767 |
| PIMCO ABSOLUTE RETURN STRATEGY IV | 14 | $42,403 |
| PRIMUS HIGH YIELD BOND FUND LP | 14 | -$413 |
| RAMIUS | 14 | $45,012 |
| SILCHESTER INTL INVESTORS INC | 14 | $14,863 |
| SPECTRA ENERGY PARTNERS, LP | 14 | -$12,530 |
| VANGUARD NATURAL RESOURCES, LLC | 14 | $102 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,816,305 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,816,305 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JDD HOLDINGS LLC | |||||||
| 1 | 3333 RICHMOND ROAD SUITE 460 | BEACHWOOD | OH | 44122 | $5,106,372 | Yes (X) | Yes (X) |
| JDD HOLDINGS LLC | |||||||
| 2 | 3333 RICHMOND ROAD SUITE 460 | BEACHWOOD | OH | 44122 | $970,126 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITIES. | $5,016,348 | 2013-09-16 |
| 2 | PUBLICLY TRADED SECURITIES. | $970,126 | 2013-09-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MCGLADREY LLP | CategoryTxt |
| Amt | $22,150 | Amt |
| Net Investment Income | $22,150 | 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 | $966,031 | $1,006,106 |
| JP MORGAN CORPORATE BONDS | $3,491,040 | $3,825,267 |
| KARPUS FIXED INCOME | $8,712,093 | $8,057,368 |
| PIMCO MUTUAL FUNDS | $6,691,985 | $6,684,922 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF NEW YORK EQUITIES | $12,687,567 | $18,151,958 |
| FPA EQUITIES | $2,337,253 | $2,190,947 |
| JP MORGAN EQUITIES | $2,640,209 | $2,992,175 |
| KARPUS EQUITIES | $4,227,825 | $5,389,085 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,528,314 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,563,111 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALPINE HERITAGE | AT COST | $1,240,912 | $1,307,749 |
| BANK OF NEW YORK - MLP - CRESTWOOD MAINSTREAM PARTNERS | AT COST | $41,822 | $79,897 |
| BANK OF NEW YORK - MLP - ENERGY TRANSFER PARTNERS | AT COST | $66,089 | $114,500 |
| BANK OF NEW YORK - MLP - GENESIS TRANSFER PARTNERS | AT COST | $45,223 | $105,140 |
| BANK OF NEW YORK - MLP - LINN ENERGY | AT COST | $13,465 | $30,790 |
| BANK OF NEW YORK - MLP - PVR | AT COST | $28,566 | $80,490 |
| BANK OF NEW YORK - MLP - SPECTRA ENERGY | AT COST | $68,238 | $136,050 |
| BANK OF NEW YORK - MLP - VANGUARD NATURAL RESOURCES | AT COST | $44,336 | $59,040 |
| BAY POND | AT COST | $1,284,019 | $1,662,489 |
| CAPITAL GUARDIAN ETOP | AT COST | $1,063,840 | $1,060,208 |
| FPA CRESCENT | AT COST | $2,438,642 | $3,403,630 |
| ITHAN CREEK | AT COST | $1,725,295 | $2,295,010 |
| JP MORGAN - ENTERPRISE PRODUCTS | AT COST | $30,700 | $119,340 |
| LEGACY CAPITAL PARTNERS III | AT COST | $151,262 | $264,418 |
| OZ OVERSEAS | AT COST | $3,787,056 | $6,015,683 |
| PIMCO GMA | AT COST | $4,909,333 | $4,661,690 |
| PIMCO PARS | AT COST | $2,348,421 | $2,730,091 |
| RAMIUS | AT COST | $54,314 | $54,314 |
| SILCHESTER | AT COST | $8,968,667 | $10,400,069 |
| STATE OF ISRAEL BONDS 5TH | AT COST | $400,000 | $402,266 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BAKER & HOSTETLER | CategoryTxt |
| Legal Fees | $3,299 | LegalFeesAmt |
| Net Investment Income | $3,299 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OTHER DECREASES IN VARIOUS ACCOUNTS | $21,318 |
| UNREALIZED INVESTMENT ACTIVITY - KARPUS I | $29,233 |
| UNREALIZED INVESTMENT ACTIVITY - KARPUS II | $3,244 |
| ADJUSTMENT FOR DIFFERENCE BETWEEN BASIS AND FMV OF STOCK RECEIVED | $5,760,661 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSE | $270 | $270 | $0 |
| SUBSCRIPTIONS | $227 | $227 | $0 |
| MEALS & ENTERTAINMENT | $1,371 | $1,371 | $0 |
| REIMBURSED MANAGEMENT EXPENSES | $90,024 | $90,024 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ALPINE HERITAGE LP | -$39,048 | -$39,048 | -$39,048 |
| BANK OF NEW YORK | -$12,450 | -$12,450 | -$12,450 |
| CRESTWOOD MIDSTREAM PARTNERS LP | -$11,009 | -$11,009 | -$11,009 |
| CRESTWOOD MIDSTREAM PARTNERS LP (FKA INERGY MIDSTREAM) | -$2,254 | -$2,254 | -$2,254 |
| ENERGY TRANSFER PARTNERS LP | -$6,999 | -$6,999 | -$6,999 |
| ENTERPRISE PRODUCTS PARTNERS LP | -$4,346 | -$4,346 | -$4,346 |
| GENESIS ENERGY LP | -$5,061 | -$5,061 | -$5,061 |
| JP MORGAN | -$747 | -$747 | -$747 |
| KARPUS I INVESTMENTS | -$3,612 | -$3,612 | -$3,612 |
| LEGACY CAPITAL PARTNERS FUND III | -$41,629 | -$41,629 | -$41,629 |
| LINN ENERGY, LLC | -$236 | -$236 | -$236 |
| OZ OVERSEAS FUND | $21,155 | $21,155 | $21,155 |
| PENN VIRGINIA RESOURCE PARTNERS LP | -$4,767 | -$4,767 | -$4,767 |
| PIMCO ABSOLUTE RETURN STRATEGY IV | $42,403 | $42,403 | $42,403 |
| PRIMUS HIGH YIELD BOND FUND LP | -$413 | -$413 | -$413 |
| RAMIUS | $45,012 | $45,012 | $45,012 |
| SILCHESTER INTL INVESTORS INC | $14,863 | $14,863 | $14,863 |
| SPECTRA ENERGY PARTNERS, LP | -$12,530 | -$12,530 | -$12,530 |
| VANGUARD NATURAL RESOURCES, LLC | $102 | $102 | $102 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED INVESTMENT ACTIVITY - BANK OF NEW YORK | $89,334 |
| UNREALIZED INVESTMENT ACTIVITY - CAPITAL GUARDIAN ETOP | $19,468 |
| UNREALIZED INVESTMENT ACTIVITY - JP MORGAN PREF | $4,230 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| HUMAN RESOURCE CONSULTING FEES: DISE & COMPANY | $6,667 | $6,667 | $0 |
| INVESTMENT ADVISORY FEES: BANK OF NEW YORK | $56,807 | $56,807 | $0 |
| INVESTMENT ADVISORY FEES: JP MORGAN | $42 | $42 | $0 |
| INVESTMENT ADVISORY FEES: KARPUS | $86,057 | $86,057 | $0 |
| INVESTMENT ADVISORY FEES: LINN ENERGY | $3,894 | $3,894 | $0 |
| INVESTMENT ADVISORY FEES: OZ OVERSEAS FUND | $270,099 | $270,099 | $0 |
| INVESTMENT ADVISORY FEES: PRIMUS HIGH YIELD BOND FUND | $9,428 | $9,428 | $0 |
| INVESTMENT ADVISORY FEES: VANGUARD NATURAL RESOURCES | $1,004 | $1,004 | $0 |
| SILCHESTER ADVISORY FEES | $66,236 | $66,236 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JDD HOLDINGS LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 RICHMOND ROAD SUITE 460 | AddressLine1 |
| City | BEACHWOOD | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FLORIDA TAXES | $61 | $61 | $0 |
| OHIO TAXES | $200 | $200 | $0 |
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