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Nonprofit · EIN 65-0164300

MILTON & TAMAR MALTZ FAMILY FOUNDATION INC

Tax-exempt · BEACHWOOD, OH 44122

Financials

$3.2M$7M2023$4M$4.5M2024
Revenue Expenses · by fiscal year end
Financials of MILTON & TAMAR MALTZ FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$3,990,782$4,497,939-$507,157$40,134,592$0$40,134,592
December 31, 2023990-PF$3,178,179$7,045,068-$3,866,889$40,353,450$0$40,353,450
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,473,532
Net gain from sales of assets
$2,490,925
Other income
$26,325

Expenses

Grants and similar amounts paid
$4,194,719
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$4,209,589
Excise tax on investment income
$51,362

Balance sheet and other

Total assets, start of year
$40,353,450
Total assets, end of year
$40,134,592
Total liabilities, end of year
$0
Net assets, end of year
$40,134,592
Fair market value of assets
$48,720,141
Qualifying distributions
$4,209,589
Net investment income
$3,958,309

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
MILTON S MALTZ
5500 MILITARY TRAIL SUITE 22-367, JUPITER, FL 33458
PRESIDENT2$0
THELMA MALTZ
5500 MILITARY TRAIL SUITE 22-367, JUPITER, FL 33458
SECRETARY2$0
JULIE KONIGSBERG
5500 MILITARY TRAIL SUITE 22-367, JUPITER, FL 33458
VICE PRESIDENT2$0
DANIEL MALTZ
5500 MILITARY TRAIL SUITE 22-367, JUPITER, FL 33458
VICE PRESIDENT2$0
DAVID MALTZ
5500 MILITARY TRAIL SUITE 22-367, JUPITER, FL 33458
TREASURER2$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
MILTON S MALTZ
5500 MILITARY TRAIL SUITE 22-367, JUPITER, FL 33458
PRESIDENT2$0
THELMA MALTZ
5500 MILITARY TRAIL SUITE 22-367, JUPITER, FL 33458
SECRETARY2$0
JULIE KONIGSBERG
5500 MILITARY TRAIL SUITE 22-367, JUPITER, FL 33458
VICE PRESIDENT2$0
DANIEL MALTZ
5500 MILITARY TRAIL SUITE 22-367, JUPITER, FL 33458
VICE PRESIDENT2$0
DAVID MALTZ
5500 MILITARY TRAIL SUITE 22-367, JUPITER, FL 33458
TREASURER2$0

Address and contacts

Address (IRS master file)
3333 RICHMOND RD STE 460, BEACHWOOD, OH 44122-4199
Signed the 990-PF
DAVID MALTZ, TREASURER
Phone
(216) 781-3010
Return prepared by
RSM US LLP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
65-0164300
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
1990
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$40,134,592
Income (IRS master file)
$11,630,079

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$3,990,782$4,497,939$40,134,592XML
990-TDecember 2024–––IRS
990-PFDecember 2023$3,178,179$7,045,068$40,353,450XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 65-0164300).

Questions about MILTON & TAMAR MALTZ FAMILY FOUNDATION INC

What is the EIN of MILTON & TAMAR MALTZ FAMILY FOUNDATION INC?
The employer identification number (EIN) of MILTON & TAMAR MALTZ FAMILY FOUNDATION INC is 65-0164300.
Is MILTON & TAMAR MALTZ FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to MILTON & TAMAR MALTZ FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MILTON & TAMAR MALTZ FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of MILTON & TAMAR MALTZ FAMILY FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MILTON & TAMAR MALTZ FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of MILTON & TAMAR MALTZ FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does MILTON & TAMAR MALTZ FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,990,782, expenses of $4,497,939 and total assets of $40,134,592 at year end.

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