MILTON & TAMAR MALTZ FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MILTON & TAMAR MALTZ FAMILY FOUNDATION INC (EIN 65-0164300)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201341339349101349
- Schema version
- 2012v2.1
- 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
- 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) |
|---|---|---|
| Timestamp | 2013-05-13T15:13:06-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650164300 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MILTON AND TAMAR MALTZ FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MILT | NameControl |
| Phone | 2167813010 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID MALTZ | Name |
| Title | TREASURER | Title |
| Phone | 2167813010 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES VALDERRAMA | Name |
| PTIN | P00853434 | PTIN |
| Phone | 2165231900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 82623120 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 6027978 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 2058974 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2058974 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1411547 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 10676756 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1411547 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -136764 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -136764 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 9361735 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3333757 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 2973 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 2973 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 378413 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 378413 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 55261 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 261 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 74147 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 74147 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 510794 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 455794 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 3398010 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 3398010 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 3908804 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 455794 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 3398010 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 5452931 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2877963 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7339630 | CashBOY |
| Cash EOY | 4667187 | CashEOY |
| Cash EOYFMV | 4667227 | CashEOYFMV |
| Investments Govt Oblig BOY | 2566114 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 2599575 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 2711144 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 19291331 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 25783689 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 27500197 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 18754571 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 19481235 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 20463558 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 22944241 | InvestmentsOtherBOY |
| Investments Other EOY | 23841782 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 27280994 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 70895887 | TotalAssetsBOY |
| Total Assets EOY | 76373468 | TotalAssetsEOY |
| Total Assets EOYFMV | 82623120 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1000000 | CapitalStockBOY |
| Capital Stock EOY | 1000000 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 69895887 | RetainedEarningsBOY |
| Retained Earnings EOY | 75373468 | RetainedEarningsEOY |
| Total Net Assets BOY | 70895887 | TotalNetAssetsBOY |
| Total Net Assets EOY | 76373468 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 70895887 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 76373468 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 70895887 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 5452931 | ExcessOfRevenueOverExpenses |
| Other Increases | 30440 | OtherIncreases |
| Subtotal | 76379258 | Subtotal |
| Other Decreases | 5790 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 76373468 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (23 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| BANK OF NEW YORK | P | 249404 | 219654 | 29750 | 29750 |
| BANK OF NEW YORK | P | 2335570 | 2386804 | -51234 | -51234 |
| KARPUS INVESTMENT MANAGEMENT- #12641380 | P | 2425000 | 2203875 | 221125 | 221125 |
| KARPUS INVESTMENT MANAGEMENT- #12641380 | P | 1830681 | 1529293 | 301388 | 301388 |
| KARPUS INVESTMENT MANAGEMENT- #12634260 | P | 569799 | 546855 | 22944 | 22944 |
| KARPUS INVESTMENT MANAGEMENT- #12634260 | P | 1923118 | 1693276 | 229842 | 229842 |
| J.P. MORGAN | P | 30 | 30 | 30 | |
| J.P. MORGAN | P | 762768 | 677050 | 85718 | 85718 |
| SPECIAL OPPORTUNITIES FUND | P | 689 | 689 | 689 | |
| ENTERPRISE PRODUCTS PARTNERS | P | 1537 | 1537 | 1537 | |
| ITHAN CREEK | P | 51228 | 51228 | 51228 | |
| LEGACY CAPITAL PARTNERS FUND III | P | 8998 | 8998 | 8998 | |
| PRIMUS HIGH YIELD BOND FUND LP | P | 123 | 123 | 123 | |
| PRIMUS HIGH YIELD BOND FUND LP | P | 1181 | 1181 | 1181 | |
| PIMCO ABSOLUTE RETURN STRATEGY IV | P | 7111 | 7111 | 7111 | |
| THE SILCHESTER INTERNATIONAL INVESTMENT | P | 1102 | 1102 | 1102 | |
| THE SILCHESTER INTERNATIONAL INVESTMENT | P | 182592 | 182592 | 182592 | |
| WELLINGTON MANAGEMENT INVESTORS | P | 44013 | 44013 | 44013 | |
| ALPINE HERITAGE, LP | P | 18207 | 18207 | 18207 | |
| ALPINE HERITAGE, LP | P | 28796 | 28796 | 28796 | |
| CAPITAL GUARDIAN TRUST | P | 4067 | -4067 | -4067 | |
| CAPITAL GUARDIAN TRUST | P | 4335 | -4335 | -4335 | |
| CAPITAL GAINS DIVIDENDS | P | 234809 | 234809 | 234809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1411547 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 3005530 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 68483625 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.043887 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2457180 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 61278587 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.040099 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2410496 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 50298815 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.047924 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 826200 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 48994064 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.016863 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1626488 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 41143990 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.039532 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.188305 | TotalDistributionRatio |
| Average Distribution Ratio | 0.037661 | AverageDistributionRatio |
| Net Noncharitable Assets | 73625028 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2772792 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 28780 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2801572 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 3398010 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 28780 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 28780 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 28780 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 62797 | EstTaxPaymentsAndOverpayment |
| Backup Withholding Withheld | 241 | BackupWithholdingWithheld |
| Total Credits And Payments | 63038 | TotalCreditsAndPayments |
| Overpayment | 34258 | Overpayment |
| Amount Credited To Next Year | 34258 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.MALTZFOUNDATION.ORG | WebsiteAddress |
| Books In Care Of Person Name | DAVID MALTZ | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2167813010 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 71452818 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3293403 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 74746221 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 74746221 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1121193 | CashDeemedCharitable |
| Net Noncharitable Assets | 73625028 | NetNoncharitableAssets |
| Minimum Investment Return | 3681251 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 3681251 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 28780 | TaxBasedOnInvestmentIncome |
| Total Tax | 28780 | TotalTax |
| Distributable Amount Before Adj | 3652471 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 3652471 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 3652471 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 3398010 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 3398010 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 28780 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 3369230 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 3652471 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 3385252 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 3398010 | QualifyingDistributions |
| Applied To Year1 | 3385252 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 12758 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 3639713 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MILTON S MALTZ | ContributingManager |
| Contributing Manager | TAMAR MALTZ | ContributingManager |
| Contributing Manager | JULIE KONIGSBERG | ContributingManager |
| Contributing Manager | DANIEL MALTZ | ContributingManager |
| Contributing Manager | DAVID MALTZ | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (95 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| 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 MUSEUM | ||||||||
| 500 FIFTH AVENUE SUITE 2540 | NEW YORK | NY | 10110 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $5,000 | |
| 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 | $10,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 1422 EUCLID AVENUE SUITE 625 | CLEVELAND | OH | 44115 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $2,275 | |
| 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 |
| ARTHRITIS FOUNDATION - NE OHIO CHAPTER | ||||||||
| 4630 RICHMOND ROAD SUITE 240 | CLEVELAND | OH | 441285954 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $5,000 | |
| BASCOM PALMER EYE INSTITUTE | ||||||||
| 900 NW 17TH STREET | MIAMI | FL | 33136 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $6,000 | |
| BELLEFAIRE JCB | ||||||||
| 22001 FAIRMOUNT BOULEVARD | SHAKER HEIGHTS | OH | 44118 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $5,000 | |
| BIG BROTHERS BIG SISTERS OF NEW YORK CITY | ||||||||
| 223 EAST 30TH STREET | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $10,000 | |
| BRAIN & BEHAVIOR RESEARCH FOUNDATION | ||||||||
| 60 CUTTER MILL ROAD SUITE 404 | GREAT NECK | NY | 11021 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $5,000 | |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| ADELBERT HALL 216 10900 EUCLID | CLEVELAND | OH | 441067001 | N/A | PUBLIC CHARITY | LGBT CENTER | $164,210 | AVENUE |
| CEDAR ROAD SYNAGOGUE | ||||||||
| 23749 CEDAR ROAD | LYNDHURST | OH | 44122 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $1,200 | |
| CENTER FOR FAMILIES AND CHILDREN | ||||||||
| 4500 EUCLID AVENUE | CLEVELAND | OH | 44103 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $10,000 | |
| CHAMBERFEST CLEVELAND | ||||||||
| 2489 GUILFORD ROAD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $5,000 | |
| CHAUTAUQUA FOUNDATION | ||||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $10,000 | |
| CITYMUSIC CLEVELAND | ||||||||
| PO BOX 1930 | CLEVELAND | OH | 44106 | N/A | PUBLIC CHARITY | SUPPORT FOR THE OPERA BRUNDIBAR | $10,000 | |
| CLEVELAND FOODBANK | ||||||||
| 15500 SOUTH WATERLOO ROAD | CLEVELAND | OH | 44110 | N/A | PUBLIC CHARITY | FRESH PRODUCE INITIATIVE | $250,000 | |
| 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 ART | ||||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 44106 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $25,000 | |
| 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 | OPERATING SUPPORT | $50,000 | |
| 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 | RHINO PROGRAM | $122,000 | |
| COLUMBIA UNIVERSITY | ||||||||
| 180 FT WASHINGTON AVENUE | NEW YORK | NY | 10032 | N/A | PUBLIC CHARITY | GRAY MATTERS FUND | $10,000 | |
| COMMUNITY FOOD BANK OF SOUTHERN ARIZONA | ||||||||
| PO BOX 26727 | TUCSON | AZ | 857266727 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $55,000 | |
| CONGREGATION OR CHADASH | ||||||||
| 3939 NORTH ALVERNON WAY | TUCSON | AZ | 85718 | N/A | PUBLIC CHARITY | SUPPORT FOR MORTGAGE AND FOR DEVELOPMENT POSITION | $360,000 | |
| 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 | |
| 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 | $20,000 | |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PUBLIC CHARITY | LITIGATION SUPPORT | $43,000 | |
| EVERETT JEWISH LIFE CENTER IN CHAUTAUQUA | ||||||||
| PO BOX 315 36 MASSEY AVENUE | CHAUTAUQUA | NY | 14722 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $5,000 | |
| FACING HISTORY AND OURSELVES | ||||||||
| 2495 LEE BOULEVARD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $5,000 | |
| FRIENDS OF BREAKTHROUGH SCHOOLS | ||||||||
| 3615 SUPERIOR AVENUE SUITE 3103A | CLEVELAND | OH | 44114 | N/A | PUBLIC CHARITY | SUPPORT FOR 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 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 | |
| HADASSAH | ||||||||
| 50 WEST 58TH STREET | NEW YORK CITY | NY | 100192500 | N/A | PUBLIC CHARITY | READINESS FUND | $25,000 | |
| HANDMAKER FOUNDATION | ||||||||
| 2221 N ROSEMONT BOULEVARD | TUCSON | AZ | 85712 | N/A | PUBLIC CHARITY | CAPITAL SUPPORT FOR ELDER CARE CENTER | $125,000 | |
| 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 | |
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 334172760 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $12,000 | |
| JEWISH TELEGRAPHIC AGENCY | ||||||||
| 24 WEST 30TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $5,000 | |
| 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 FUND | $10,000 | |
| KOL ISRAEL FOUNDATION | ||||||||
| PO BOX 21145 | CLEVELAND | OH | 44121 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $1,000 | |
| KOL ISRAEL FOUNDATION | ||||||||
| PO BOX 21145 | CLEVELAND | OH | 44121 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $4,000 | |
| MAZON | ||||||||
| 10495 SANTA MONICA BOULEVARD SUITE | LOS ANGELES | CA | 90025 | N/A | PUBLIC CHARITY | ALLEVIATE HUNGER IN ISRAEL | $10,000 | 100 |
| MEDWISH INTERNATIONAL | ||||||||
| 17325 EUCLID AVENUE | CLEVELAND | OH | 44112 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $1,000 | |
| MEDWISH INTERNATIONAL | ||||||||
| 17325 EUCLID AVENUE | CLEVELAND | OH | 44112 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $4,000 | |
| 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 | $40,000 | |
| MILESTONES ORGANIZATION | ||||||||
| 23880 COMMERCE PARK ROAD SUITE 2 | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $5,000 | |
| MONTEFIORE FOUNDATION | ||||||||
| ONE DAVID N MYERS PARKWAY | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $5,000 | |
| MUSICAL ARTS ASSOCIATION | ||||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $3,000 | |
| NAMI | ||||||||
| 3803 N FAIRFAX DR SUITE 100 | ARLINGTON | VA | 22203 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $1,000 | |
| NATIONAL ASSOCIATION OF SOCIAL WORKERS FOUNDATION | ||||||||
| 750 FIRST STREET NE SUITE 700 | WASHINGTON | DC | 200022421 | N/A | PUBLIC CHARITY | LEGAL DEFENSE FUND | $1,000 | |
| NATIONAL GEOGRAPHIC SOCIETY | ||||||||
| 1145 17TH STREET NW | WASHINGTON | DC | 200364688 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $1,500 | |
| 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 | $5,000 | |
| NEGEV FOUNDATION | ||||||||
| 2121 S GREEN ROAD SUITE 210 | CLEVELAND | OH | 44121 | N/A | PUBLIC CHARITY | AGRICULTURAL RESEARCH IN ISRAEL | $135,000 | |
| NORTON MUSEUM OF ART | ||||||||
| 1451 S OLIVE AVENUE | WEST PALM BEACH | FL | 33401 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $7,200 | |
| ORT AMERICA | ||||||||
| 24100 CHAGRIN BLVD SUITE 300 | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $5,000 | |
| PALM BEACH COUNTY CULTURAL COUNCIL | ||||||||
| 601 LAKE AVENUE | LAKE WORTH | FL | 33460 | N/A | PUBLIC CHARITY | CULTURE AND COCKTAILS SERIES | $15,000 | |
| 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 | WORK IN INDONESIA | $25,000 | |
| 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 | |
| SHOES AND CLOTHES FOR KIDS | ||||||||
| 3311 PERKINS AVENUE SUITE 205 | CLEVELAND | OH | 44114 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $50,000 | |
| SIEGEL AND SHUSTER SOCIETY | ||||||||
| 7100 EUCLID AVENUE SUITE 10 | CLEVELAND | OH | 44103 | N/A | PUBLIC CHARITY | SUPERMAN DISPLAY IN CLEVELAND AIRPORT | $5,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $15,000 | |
| THE ALS ASSOCIATION | ||||||||
| 42 BROADWAY SUITE 1724 | NEW YORK | NY | 10004 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $1,000 | |
| THE CLEVELAND CLINIC FOUNDATION | ||||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | N/A | PUBLIC CHARITY | SCOTT HAMILTON CARES INITIATIVE | $25,000 | |
| THE CLEVELAND CLINIC FOUNDATION | ||||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | N/A | PUBLIC CHARITY | PROSTATE CANCER RESEARCH | $250,000 | |
| THE CONSERVATION FUND | ||||||||
| 1655 N FORT MYER DRIVE SUITE 1300 | ARLINGTON | VA | 222093199 | N/A | PUBLIC CHARITY | RESTORATION OF ACACIA PROPERTY | $300,000 | |
| THE DIVERSITY CENTER OF NORTHEAST OHIO | ||||||||
| 3659 GREEN ROAD SUITE 220 | CLEVELAND | OH | 44122 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $9,750 | |
| THE FRIENDS OF THE AARON GARBER LIBRARY | ||||||||
| 26500 SHAKER BOULEVARD | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | BOOKS AND FURNITURE FOR THE AARON GARBER LIBRARY | $2,500 | |
| THE HISTORICAL SOCIETY OF WASHINGTON DC | ||||||||
| 801 K STREET NW | WASHINGTON | DC | 20001 | N/A | PUBLIC CHARITY | UNRESTRICTED SUPPORT | $9,375 | |
| 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 | |
| UNION FOR REFORM JUDAISM | ||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 100176778 | N/A | PUBLIC CHARITY | REFORM ISRAEL APPEAL | $5,000 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 701 E UNIVERSITY | ANN ARBOR | MI | 481091245 | N/A | PUBLIC CHARITY | RESIDENTIAL COLLEGE | $20,000 | |
| WESTERN RESERVE HISTORICAL SOCIETY | ||||||||
| 10825 EAST BOULEVARD | CLEVELAND | OH | 44106 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $10,000 | |
| YOUNG AUDIENCES OF NORTHEAST OHIO | ||||||||
| 13110 SHAKER SQUARE SUITE C203 | CLEVELAND | OH | 441202313 | N/A | PUBLIC CHARITY | ANNUAL SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 3398010 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,058,974 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,411,547 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (18 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| ALPINE HERITAGE LP | 14 | -$81,858 |
| BANK OF NEW YORK | 14 | -$9,590 |
| CAPITOL GUARDIAN TRUST CO. | 14 | -$766 |
| CRESTWOOD MIDSTREAM PARTNERS LP | 14 | -$2,920 |
| ENERGY TRANSFER PARTNERS LP | 14 | -$6,956 |
| ENTERPRISE PRODUCTS PARTNERS LP | 14 | -$6,222 |
| GENESIS ENERGY LP | 14 | -$2,306 |
| ITHAN CREEK INV | 14 | $23,653 |
| JP MORGAN | 14 | -$714 |
| KARPUS I INVESTMENTS | 14 | -$3,390 |
| LEGACY CAPITAL PARTNERS FUND III | 14 | -$39,151 |
| LINN ENERGY, LLC | 14 | -$2,047 |
| OZ OVERSEAS FUND | 14 | $5,729 |
| PENN VIRGINIA RESOURCE PARTNERS LP | 14 | -$648 |
| SILCHESTER INTL INVESTORS INC | 14 | -$7,677 |
| SPECTRA ENERGY PARTNERS, LP | 14 | -$1,164 |
| VANGUARD NATURAL RESOURCES, LLC | 14 | -$832 |
| WELLINGTON MGMT-BAY POND | 14 | $95 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $3,333,757 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 3333757 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (4 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | MILTON S MALTZ | 5500 MILITARY TRAIL 22-367 | JUPITER | FL | 33458 | 1473274 | X | X |
| 2 | JULIE KONIGSBERG | 5500 MILITARY TRAIL 22-367 | JUPITER | FL | 33458 | 2334324 | X | X |
| 3 | DANIEL MALTZ | 5500 MILITARY TRAIL 22-367 | JUPITER | FL | 33458 | 2207540 | X | X |
| 4 | DAVID MALTZ | 5500 MILITARY TRAIL 22-367 | JUPITER | FL | 33458 | 12840 | X |
Noncash Property NoncashProperty (3 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITIES. | 1459488 | 2012-12-26 |
| 2 | PUBLICLY TRADED SECURITIES. | 2312297 | 2012-12-26 |
| 3 | PUBLICLY TRADED SECURITIES. | 2186768 | 2012-12-26 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (4 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| PIMCO MUTUAL FUNDS | 5295812 | 5562023 |
| KARPUS FIXED INCOME | 9168861 | 9338253 |
| BANK OF NEW YORK CORPORATE BONDS | 770555 | 846321 |
| JP MORGAN CORPORATE BONDS | 4246007 | 4716961 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BANK OF NEW YORK EQUITIES | 16126342 | 17589603 |
| KARPUS EQUITIES | 4119932 | 4255170 |
| FPA EQUITIES | 2260063 | 2176428 |
| JP MORGAN EQUITIES | 3277352 | 3478996 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 2599575 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 2711144 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (20 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| STATE OF ISRAEL BONDS 5TH | AT COST | 200000 | 200000 |
| ALPINE HERITAGE | AT COST | 1128960 | 1188139 |
| BAY POND | AT COST | 1267882 | 1382318 |
| BANK OF NEW YORK - MLP - LINN ENERGY | AT COST | 20472 | 35240 |
| BANK OF NEW YORK - MLP - PVR | AT COST | 39933 | 77940 |
| BANK OF NEW YORK - MLP - ENERGY TRANSFER PARTNERS | AT COST | 77390 | 85860 |
| BANK OF NEW YORK - MLP - GENESIS TRANSFER PARTNERS | AT COST | 53793 | 71440 |
| BANK OF NEW YORK - MLP - SPECTRA ENERGY | AT COST | 86706 | 93690 |
| BANK OF NEW YORK - MLP - CRESTWOOD MAINSTREAM PARTNERS | AT COST | 63141 | 64590 |
| BANK OF NEW YORK - MLP - VANGUARD NATURAL RESOURCES | AT COST | 50153 | 52405 |
| CAPITAL GUARDIAN TRUST | AT COST | 1025067 | 1107015 |
| FPA CRESCENT | AT COST | 2306268 | 2791012 |
| ITHAN CREEK | AT COST | 1505984 | 1705671 |
| JP MORGAN - ENTERPRISE PRODUCTS | AT COST | 39904 | 90144 |
| LEGACY CAPITAL PARTNERS III | AT COST | 221236 | 293285 |
| OZ OVERSEAS | AT COST | 4035999 | 5254214 |
| PIMCO GMA | AT COST | 4817025 | 5088780 |
| PIMCO PARS | AT COST | 2306018 | 2742324 |
| RAMIUS | AT COST | 134090 | 140253 |
| SILCHESTER | AT COST | 4461761 | 4816674 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BAKER & HOSTETLER | Category |
| Amount | $2,973 | Amount |
| Net Investment Income | 2973 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED INVESTMENT ACTIVITY - CAPITAL GUARDIAN TRUST | $1 |
| UNREALIZED INVESTMENT ACTIVITY - KARPUS II | $5,789 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| LICENSE | 270 | 270 | 0 |
| SUBSCRIPTIONS | 272 | 272 | 0 |
| MEALS & ENTERTAINMENT | 4180 | 4180 | 0 |
| REIMBURSED MANAGEMENT EXPENSES | 69425 | 69425 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (18 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| ALPINE HERITAGE LP | -81858 | -81858 | -81858 |
| BANK OF NEW YORK | -9590 | -9590 | -9590 |
| CAPITOL GUARDIAN TRUST CO. | -766 | -766 | -766 |
| CRESTWOOD MIDSTREAM PARTNERS LP | -2920 | -2920 | -2920 |
| ENERGY TRANSFER PARTNERS LP | -6956 | -6956 | -6956 |
| ENTERPRISE PRODUCTS PARTNERS LP | -6222 | -6222 | -6222 |
| GENESIS ENERGY LP | -2306 | -2306 | -2306 |
| ITHAN CREEK INV | 23653 | 23653 | 23653 |
| JP MORGAN | -714 | -714 | -714 |
| KARPUS I INVESTMENTS | -3390 | -3390 | -3390 |
| LEGACY CAPITAL PARTNERS FUND III | -39151 | -39151 | -39151 |
| LINN ENERGY, LLC | -2047 | -2047 | -2047 |
| OZ OVERSEAS FUND | 5729 | 5729 | 5729 |
| PENN VIRGINIA RESOURCE PARTNERS LP | -648 | -648 | -648 |
| SILCHESTER INTL INVESTORS INC | -7677 | -7677 | -7677 |
| SPECTRA ENERGY PARTNERS, LP | -1164 | -1164 | -1164 |
| VANGUARD NATURAL RESOURCES, LLC | -832 | -832 | -832 |
| WELLINGTON MGMT-BAY POND | 95 | 95 | 95 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED INVESTMENT ACTIVITY - BANK OF NEW YORK | $21,631 |
| UNREALIZED INVESTMENT ACTIVITY - JP MORGAN | $2,513 |
| UNREALIZED INVESTMENT ACTIVITY - KARPUS I | $2,299 |
| UNREALIZED INVESTMENT ACTIVITY - RAMIUS | $3,997 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (7 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT ADVISORY FEES: BANK OF NEW YORK | $45,918 | 45918 | 0 |
| INVESTMENT ADVISORY FEES: KARPUS | $82,452 | 82452 | 0 |
| INVESTMENT ADVISORY FEES: OZ OVERSEAS FUND | $191,145 | 191145 | 0 |
| INVESTMENT ADVISORY FEES: LINN ENERGY | $4,533 | 4533 | 0 |
| INVESTMENT ADVISORY FEES: PRIMUS HIGH YIELD BOND FUND | $9,215 | 9215 | 0 |
| INVESTMENT ADVISORY FEES: VANGUARD NATURAL RESOURCES | $1,069 | 1069 | 0 |
| SILCHESTER ADVISORY FEES | $44,081 | 44081 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| DAVID MALTZ | |||
| 5500 MILITARY TRAIL 22-367 | JUPITER | FL | 33458 |
| JULIE KONIGSBERG | |||
| 5500 MILITARY TRAIL 22-367 | JUPITER | FL | 33458 |
| DANIEL MALTZ | |||
| 5500 MILITARY TRAIL 22-367 | JUPITER | FL | 33458 |
| MILTON S MALTZ | |||
| 5500 MILITARY TRAIL 22-367 | JUPITER | FL | 33458 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OHIO TAXES | $200 | 200 | 0 |
| FEDERAL TAXES | $55,000 | 0 | 0 |
| FLORIDA TAXES | $61 | 61 | 0 |
Comments