Nonprofit · EIN 30-0181229
NELSON AND CLAUDIA PELTZ FAMILY FOUNDATION
Also known as ALBERT NEALE M TTEE
Tax-exempt · PALM BEACH, FL 33480
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $735,949 | $1,572,082 | -$836,133 | $30,922,498 | $0 | $30,922,498 |
| December 31, 2024 | 990-PF | $27,406,511 | $1,925,544 | $25,480,967 | $31,758,631 | $0 | $31,758,631 |
| December 31, 2023 | 990-PF | $1,115,612 | $1,530,202 | -$414,590 | $6,282,834 | $5,170 | $6,277,664 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $788,367
- Net gain from sales of assets
- -$52,418
Expenses
- Grants and similar amounts paid
- $1,547,896
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,547,896
- Excise tax on investment income
- $24,631
Balance sheet and other
- Total assets, start of year
- $31,758,631
- Total assets, end of year
- $30,922,498
- Total liabilities, end of year
- $0
- Net assets, end of year
- $30,922,498
- Fair market value of assets
- $32,816,159
- Qualifying distributions
- $1,547,896
- Net investment income
- $1,783,499
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NELSON PELTZ 548 N COUNTY RD, PALM BEACH, FL 33480 | TRUSTEE | 0 | $0 |
| CLAUDIA PELTZ 548 N COUNTY RD, PALM BEACH, FL 33480 | TRUSTEE | 0 | $0 |
| MATTHEW PELTZ 1428 N OCEAN BLVD, GULFSTREAM, FL 33488 | TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NELSON PELTZ 548 N COUNTY RD, PALM BEACH, FL 33480 | TRUSTEE | 0 | $0 |
| CLAUDIA PELTZ 548 N COUNTY RD, PALM BEACH, FL 33480 | TRUSTEE | 0 | $0 |
| MATTHEW PELTZ 1428 N OCEAN BLVD, GULFSTREAM, FL 33488 | TREASURER | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NELSON PELTZ 548 N COUNTY RD, PALM BEACH, FL 33480 | TRUSTEE | 0 | $0 |
| CLAUDIA PELTZ 548 N COUNTY RD, PALM BEACH, FL 33480 | TRUSTEE | 0 | $0 |
| MATTHEW PELTZ 1428 N OCEAN BLVD, GULFSTREAM, FL 33488 | TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 548 N COUNTY RD, PALM BEACH, FL 33480-3507
- In care of
- % TRAIN PARTNERS
- Signed the 990-PF
- NELSON PELTZ, TRUSTEE
- Phone
- (212) 451-3000
- Return prepared by
- TAG ASSOCIATES LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 30-0181229
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $30,922,498
- Income (IRS master file)
- $1,787,564
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $735,949 | $1,572,082 | $30,922,498 | IRS |
| 990-PF | December 2024 | $27,406,511 | $1,925,544 | $31,758,631 | IRS |
| 990-PF | December 2023 | $1,115,612 | $1,530,202 | $6,282,834 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 30-0181229).
Questions about NELSON AND CLAUDIA PELTZ FAMILY FOUNDATION
- What is the EIN of NELSON AND CLAUDIA PELTZ FAMILY FOUNDATION?
- The employer identification number (EIN) of NELSON AND CLAUDIA PELTZ FAMILY FOUNDATION is 30-0181229.
- Is NELSON AND CLAUDIA PELTZ FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to NELSON AND CLAUDIA PELTZ FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NELSON AND CLAUDIA PELTZ FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NELSON AND CLAUDIA PELTZ FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NELSON AND CLAUDIA PELTZ FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of NELSON AND CLAUDIA PELTZ FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does NELSON AND CLAUDIA PELTZ FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $735,949, expenses of $1,572,082 and total assets of $30,922,498 at year end.
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