Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
ALAN & AMY MELTZER FAMILY FOUNDATIONINC
 
Number and street (or P.O. box number if mail is not delivered to street address)R PHILIPSON CO 8601 GA AVE 1001
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SILVER SPRING, MD20910
A Employer identification number

52-2069235
B Telephone number (see instructions)

(301) 608-3900
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$10,838,596J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,224,737
2 Check right arrow.............
3 Interest on savings and temporary cash investments 78,022 77,852  
4 Dividends and interest from securities... 42,604 42,572  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 83,732
b Gross sales price for all assets on line 6a 5,756,213
7 Capital gain net income (from Part IV, line 2)... 83,732
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-479,347 -377,615 -124,214
12 Total. Add lines 1 through 11........ 949,748 -173,459 -124,214
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,762 1,322 0 1,762
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
91,000 68,250 0 22,750
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
49,619 49,619 0 0
17 Interest............... 11,577 11,577 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
137,400 2,450 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
55,432 31,081 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 346,790 164,299 0 24,512
25 Contributions, gifts, grants paid....... 1,375,050 1,375,050
26 Total expenses and disbursements. Add lines 24 and 25 1,721,840 164,299 0 1,399,562
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -772,092
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 49,527 41,847 41,847
2 Savings and temporary cash investments......... 552,930 2,451 2,451
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow391,321
Less: allowance for doubtful accounts right arrow0 1,207,237 391,321 391,321
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,745,892 Click to see attachment
List of Attached Documents:
// Content
5,104,850 		7,216,631
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,012,538 Click to see attachment
List of Attached Documents:
// Content
3,330,581 		3,179,463
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
30,303 		Click to see attachment
List of Attached Documents:
// Content
6,883 		Click to see attachment
List of Attached Documents:
// Content
6,883
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,598,427 8,877,933 10,838,596
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
89,218 		Click to see attachment
List of Attached Documents:
// Content
214,895
23 Total liabilities (add lines 17 through 22)......... 89,218 214,895
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 9,509,209 8,663,038
29 Total net assets or fund balances (see instructions)..... 9,509,209 8,663,038
30 Total liabilities and net assets/fund balances (see instructions). 9,598,427 8,877,933
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
9,509,209
2
Enter amount from Part I, line 27a .....................
2
-772,092
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,737,117
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
74,079
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,663,038
Form 990-PF (2022)
Form 990-PF (2022)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a INTERACTIVE - ST COVERED      
b ICAHN ENTERPRISES LP   2020-05-21 2022-06-24
c INTERACTIVE - LT COVERED      
d INTERACTIVE - ST NOT ON 1099-B      
e SCHWAB - ST      
SCHWAB - LT      
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,885,887   4,929,094 -43,207
b 9,603   5,206 4,397
c 553,377   454,285 99,092
d 1     1
e 11,701   12,336 -635
277,676   271,560 6,116
17,968     17,968
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -43,207
b       4,397
c       99,092
d       1
e       -635
      6,116
      17,968
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 83,732
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 0
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 68,078
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 68,078
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 68,078
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow20,000 Refundedright arrow 11 48,078
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMD
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTHE ORGANIZATION Telephone no.right arrow (301) 608-3900

Located atright arrowR PHILIPSON CO 8601 GA AVE 1001SILVER SPRINGMD ZIP+4right arrow20910
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2022.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DANA SMITH PRESIDENT
0.25 		0 0 0
6500 ROCK SPRING DRIVE STE 500
BETHESDA,MD20817
ADRIAN SMITH SECRETARY
0.00 		0 0 0
6500 ROCK SPRING DRIVE STE 500
BETHESDA,MD20817
KELLI THORTON DIRECTOR
0.00 		0 0 0
6500 ROCK SPRING DRIVE STE 500
BETHESDA,MD20817
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
SMITH FAMILY OFFICE SERVICES ACCOUNTING 67,000
PO BOX 127
DEVON,PA193330127
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
8,178,236
b
Average of monthly cash balances.......................
1b
186,487
c
Fair market value of all other assets (see instructions)................
1c
3,219,900
d
Total (add lines 1a, b, and c).........................
1d
11,584,623
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) Click to see attachment
List of Attached Documents:
// Content
.............
1e
357,767
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
11,584,623
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
173,769
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,410,854
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
570,543
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
570,543
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
583
c
Add lines 2a and 2b............................
2c
583
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
569,960
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
569,960
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
569,960
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,399,562
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,399,562
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 569,960
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 2,649,008
b From 2018...... 689,612
c From 2019...... 1,046,228
d From 2020...... 894,312
e From 2021...... 1,013,309
f Total of lines 3a through e ........ 6,292,469
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 1,399,562
a Applied to 2021, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2022 distributable amount..... 569,960
e Remaining amount distributed out of corpus 829,602
5 Excess distributions carryover applied to 2022. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 7,122,071
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		2,649,008
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		4,473,063
10 Analysis of line 9:
a Excess from 2018.... 689,612
b Excess from 2019.... 1,046,228
c Excess from 2020.... 894,312
d Excess from 2021.... 1,013,309
e Excess from 2022.... 829,602
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2022, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AISH HATORAH OF WASHINGTON DC

11418 OLD GEORGETOWN ROAD
ROCKVILLE,MD20852 		NONE PUBLIC CHARITY CHARITABLE 7,500

AMERICAN CANCER SOCIETY

1393 PROGRESS WAY SUITE 908
ELDERSBURG,MD21784 		NONE PUBLIC CHARITY CHARITABLE 1,000

AMERICAN FRIENDS OF SHALVA

315 5TH AVENUE 6TH FLOOR
NEW YORK,NY10016 		NONE PUBLIC CHARITY CHARITABLE 15,000

AMERICAN ISRAEL EDUCATION FUND

251 H STREET NW
WASHINGTON,DC20001 		NONE PUBLIC CHARITY SOCIAL WELFARE 75,000

AMERICAN UNIVERSITY

4400 MASSACHUSETTS AVE NW
WASHINGTON,DC20016 		NONE PUBLIC CHARITY EDUCATIONAL 4,000

AMERICAN UNIVERSITY HILLEL

4400 MASSACHUSETTS AVE NW
WASHINGTON,DC20016 		NONE PUBLIC CHARITY EDUCATIONAL 24,000

BENDER JCC OF GREATER WASHINGTON

6125 MONTROSE ROAD
ROCKVILLE,MD20852 		NONE PUBLIC CHARITY CHARITABLE 15,000

BISHOP MCNAMARA HIGH SCHOOL

6800 MARLBORO PIKE
FORTESTVILLE,MD20747 		NONE PUBLIC CHARITY CHARITABLE 4,938

BRAZILIAN SOCCER ACADEMY

1033 DIEGO DR SOUTH
BOCA RATON,FL33428 		NONE PUBLIC CHARITY CHARITABLE 49,500

BULLIS SCHOOL

10600 FALLS ROAD
POTOMAC,MD20854 		NONE PUBLIC CHARITY EDUCATIONAL 24,000

CAPITAL CAMPS & RETREAT CENTER

11300 ROCKVILLE PIKE SUITE 407
ROCKVILLE,MD20852 		NONE PRIVATE FOUNDATION CHARITABLE 10,500

CAPITAL JEWISH MUSEUM

1319 F STREET NW 810
WASHINGTON,DC20004 		NONE PUBLIC CHARITY CHARITABLE 5,000

CHARITABLE CONTRIBUTIONS FROM PRIOR YEAR VOIDED IN 2022

8601 GEORGIA AVE STE 1001
SILVER SPRING,MD20910 		NONE VOIDED CONTRIBUTIONS VOIDED CONTRIBUTIONS -15,000

CHARLES E SMITH JEWISH DAY SCHOOL

1901 EAST JEFFERON STREET
ROCKVILLE,MD20852 		NONE PUBLIC CHARITY EDUCATIONAL 3,000

CHARLES E SMITH LIFE COMMUNITIES

6121 MONTROSE ROAD
ROCKVILLE,MD20852 		NONE PUBLIC CHARITY CHARITABLE 12,500

CONSERVANCY GUARDIANS USA FUND

2265 MORNING STAR DRIVE
PARK CITY,UT84060 		NONE PUBLIC CHARITY CHARITABLE 4,500

COWEN INSTITUTE

1555 POYDRAS STREET SUITE 700
NEW ORLEANS,LA70112 		NONE PUBLIC CHARITY CHARITABLE 10,415

CROSSROADS - RIDE FOR KIDS

89 SOUTH STREET 7TH FLOOR
BOSTON,MA02111 		NONE PUBLIC CHARITY CHARITABLE 125,000

DCAC

2 BETHESDA METRO CENTER 11TH FLOOR
BETHESDA,MD20814 		NONE PUBLIC CHARITY CHARITABLE 50,000

DEMATHA HIGH SCHOOL

4313 MADISON STREET
HYATTSVILLE,MD20781 		NONE PUBLIC CHARITY CHARITABLE 2,000

DEVON RUBENSTEIN FOUNDATION

7 DRISCOLL COURT
GAITHERSBURG,MD20878 		NONE PUBLIC CHARITY CHARITABLE 12,000

DIABETES RESEARCH INSTITUTE

200 S PARK ROAD SUITE 100
HOLLYWOOD,FL33021 		NONE PUBLIC CHARITY CHARITABLE 10,500

DON BOSCO REY HIGH SCHOOL

1010 LARCH AVENUE
TAKOMA PARK,MD20912 		NONE PUBLIC CHARITY EDUCATIONAL 5,000

FOOD AND FRIENDS

219 RIGGS RD NE
WASHINGTON,DC20011 		NONE PUBLIC CHARITY CHARITABLE 13,750

FOUNDATION FOR DEFENSE OF DEMOCRACIES

1800 M STREET NW SUITE 800S
WASHINGTON,DC20036 		NONE PUBLIC CHARITY CHARITABLE 45,000

FOUNDATION FOR SCIENCE AND MATHMATICS

5625 LOYOLA AVENUE
NEW ORLEANS,LA70115 		NONE PUBLIC CHARITY CHARITABLE 834

FRIENDS OF CANCER RESEARCH

1800 M STREET NW SUITE 1050 SOUTH
WASHINGTON,DC20036 		NONE PUBLIC CHARITY CHARITABLE 5,000

FRIENDS OF THE ISRAEL DEFENSE FORCES

PO BOX 395
STEVERSON,MD21153 		NONE PUBLIC CHARITY CHARITABLE 10,000

FRIENDSHIP PLACE

4713 WISCONSIN AVE NW
WASHINGTON,DC20016 		NONE PUBLIC CHARITY CHARITABLE 3,500

GEORGE WASHINGTON UNIVERSITY

1918 F STREET NW
WASHINGTON,DC20052 		NONE PUBLIC CHARITY EDUCATIONAL 20,000

GIRL SCOUT COUNCIL OF THE NATIONS CAPITAL

4301 CONNECTICUT AVE NW SUITE M-2
WASHINGTON,DC20008 		NONE PUBLIC CHARITY CHARITABLE 10,000

HEBREW AT THE CENTER

550 COCHITUATE ROAD EAST WING
FOURTH FLOOR SUITE 25
FRAMINGHAM,MA01701 		NONE PUBLIC CHARITY CHARITABLE 1,800

HISTORIC BETHEL BAPTIST CHURCH

3200 28TH AVENUE N
BIRMINGHAM,AL35207 		NONE PUBLIC CHARITY CHARITABLE 5,000

HORIZON DAY CAMP - METRO DC

8900 LITTLE RIVER TPKE
FAIRFAX,VA22031 		NONE PUBLIC CHARITY CHARITABLE 10,000

HOWARD UNIVERSITY

2218 6TH ST NW
WASHINGTON,DC20059 		NONE PUBLIC CHARITY EDUCATIONAL 7,500

IMADI INC

1299 LAMBERTON DR SUITE 205
SILVER SPRING,MD20902 		NONE PUBLIC CHARITY CHARITABLE 5,000

JDRF INTERNATIONAL

26 BROADWAY 15TH FLOOR
NEW YORK,NY10004 		NONE PUBLIC CHARITY CHARITABLE 60,000

JEWISH CREATIVITY INTERNATIONAL

2472 BROADWAY 331
NEW YORK,NY10005 		NONE PUBLIC CHARITY CHARITABLE 25,000

JEWISH FEDERATION OF BROWARD COUNTY

5890 S PINE ISLAND ROAD
FT LAUDERDALE,FL33328 		NONE PUBLIC CHARITY CHARITABLE 58,000

JEWISH FEDERATION OF GREATER WASHINGTON

6101 MONTROSE RD
ROCKVILLE,MD20852 		NONE PUBLIC CHARITY CHARITABLE 240,000

JEWISH FEDERATION OF PALM BEACH COUNTY

4601 COMMUNITY DRIVE
WEST PALM BEACH,FL33417 		NONE PUBLIC CHARITY CHARITABLE 9,570

JEWISH FEDERATION OF SOUTH PALM BEACH

9901 DONNA KLEIN BOULEVARD
BOCA RATON,FL33428 		NONE PUBLIC CHARITY CHARITABLE 9,571

JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS

1307 NEW YORK AVENUE NW SUITE 200
WASHINGTON,DC20005 		NONE PUBLIC CHARITY CHARITABLE 7,500

JOSHUA M FREEMAN FOUNDATION

18153 VILLAGE CENTER DR
OLNEY,MD20832 		NONE PUBLIC CHARITY CHARITABLE 20,000

KIPP DC

1003 K STREET NW SUITE 700
WASHINGTON,DC20001 		NONE PUBLIC CHARITY EDUCATIONAL 5,000

KSPACE

3575 NE 207TH ST
AVENTURA,FL33180 		NONE PUBLIC CHARITY CHARITABLE 1,000

LATIN AMERICAN YOUTH CENTER

1419 COLUMBIA ROAD NW
WASHINGTON,DC20009 		NONE PUBLIC CHARITY CHARITABLE 1,875

LIFEBRIDGE HEALTH

2401 W BELVEDERE AVE
BALTIMORE,MD21215 		NONE PUBLIC CHARITY CHARITABLE 15,000

MAKE A WISH FOUNDATION

5272 RIVER ROAD SUITE 700
BETHESDA,MD20816 		NONE PUBLIC CHARITY CHARITABLE 2,500

MARY'S CENTER

2333 ONTARIO ROAD NW
WASHINGTON,DC20009 		NONE PUBLIC CHARITY CHARITABLE 8,000

MIAMI JEWISH HEALTH

5200 NE 2ND AVENUE
MIAMI,FL33137 		NONE PUBLIC CHARITY CHARITABLE 50,000

MILTON GOTTESMAN JDS

6045 16TH STREET NW
WASHINGTON,DC20011 		NONE PUBLIC CHARITY CHARITABLE 2,500

MOMENTUM UNLIMITED

6101 EXECUTIVE BLVD SUITE 240
ROCKVILLE,MD20852 		NONE PUBLIC CHARITY CHARITABLE 25,000

MONTGOMERY YOUTH WRESTLING LEAGUE

7502 OLDCHESTER ROAD
BETHESDA,MD20817 		NONE PUBLIC CHARITY CHARITABLE 72,500

MOUNT SINAI MEDICAL CTR FOUNDATION

4300 ALTON ROAD ASCHER BUILDING 100
MIAMI BEACH,FL33140 		NONE PUBLIC CHARITY CHARITABLE 18,000

NATURE FORWARD (FKA AUDUBON NATURALIST SOCIETY)

8940 JONES MILL ROAD
CHEVY CHASE,MD20815 		NONE PUBLIC CHARITY CHARITABLE 4,875

OHR HATZABUN PRODUCTIONS

5281 SOUTH EMORIA COURT
GREENWOOD VILLAGE,CO80111 		NONE PUBLIC CHARITY CHARITABLE 12,500

SPECIAL OLYMPICS

1133 19TH STREET NW
WASHINGTON,DC20036 		NONE PUBLIC CHARITY CHARITABLE 2,500

STODDARD BAPTIST HOME FOUNDATION

1818 NEWTON STREET NW
WASHINGTON,DC20010 		NONE PUBLIC CHARITY CHARITABLE 2,500

SULAM

13300 ARCTIC AVENUE
ROCKVILLE,MD20853 		NONE PUBLIC CHARITY CHARITABLE 15,000

TERRAPIN WRESTLING CLUB

8500 PAINT BRANCH DR
COLLEGE PARK,MD20740 		NONE PUBLIC CHARITY CHARITABLE 10,000

THE EAGLE BANK FOUNDATION

7815 WOODMONT AVENUE
BETHESDA,MD20814 		NONE PUBLIC CHARITY CHARITABLE 5,000

THE LAB SCHOOL

4759 RESERVOIR ROAD NW
WASHINGTON,DC20007 		NONE EDUCATIONAL CHARITABLE 3,063

THE SEED FOUNDATION

1776 MASSACHUSETTS AVE NW SUITE 600
WASHINGTON,DC20036 		NONE PUBLIC CHARITY CHARITABLE 5,357

TORAH SCHOOL OF GREATER WASHINGTON

2010 LINDEN LANE
SILVER SPRING,MD20910 		NONE PUBLIC CHARITY CHARITABLE 500

WASHINGTON YU YING PUBLIC CHARTER SCHOOL

220 TAYLOR ST NE
WASHINGTON,DC20017 		NONE PUBLIC CHARITY CHARITABLE 15,000

WRESTLE LIKE A GIRL

1629 K ST NW SUITE 300
WASHINGTON,DC20006 		NONE PUBLIC CHARITY CHARITABLE 75,002
Total .................................right arrow 3a 1,375,050
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 77,852 170
4 Dividends and interest from securities ....     14 42,572 32
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....   13,499 16 99,892  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 83,732  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCOCO FOLES 		531390   16 -6,669  
bCOCO OCHO LLC 531390 -122 16 -387  
cFRIENDS V, LLC 531390 -363 16 -7  
dFRIENDS XV, LLC 531390   16 -22  
eFRIENDS XXVI, LLC 531390 -742 16 -11,573  
fFRIENDS ORLO, LLC 531390   16 -23,411  
gHILLTOP OUTPARCEL, LLC 531390   16 -25  
hHILLTOP PLAZA HOLDINGS, LLC 531390   16 -6,980  
iICAHN ENTERPRISES LP (PTP) 531390 -35 16 45  
jMEDZED, LLC 531390   16 -102,823  
kPARKWAY OWNER LLC 531390   16 -13,483  
lPOLO GREEN OWNER LLC 531390 9,891 16 -15,978  
mRCG REAL ESTATE FUND LP 16 531390   16 -2,778  
nRMC-H STREET, LLC 531390   16 -7,698  
oROLLINS FORTIFIED LLC 531390   16 -38,513  
pSOUTH CRATER SQUARE 1021 LLC 531390   16 -1,250  
qSTEVENSON INVESTMENTS VIII LLC 531390   16 -67  
rUIP ONYX INVEST LLC 531390   16 -8,636  
sMISSION GROUP 26 ST, LLC 531390   16 -200,018  
tWMG ST PETE SMALL BAY I LP     16 -3,800  
12 Subtotal. Add columns (b), (d), and (e) .. 22,128 -173,105 -124,012
13Total. Add line 12, columns (b), (d), and (e)..................
13
-274,989
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
3 TAX EXEMPT INTEREST INCOME
4 NON-DIVIDEND DISTRIBUTION
11 NON-TAXABLE INCOME
Form 990-PF (2022)
Form 990-PF (2022)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
ALAN & AMY MELTZER FAMILY FOUNDATIONINC
 
Employer identification number

52-2069235
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
ALAN & AMY MELTZER FAMILY FOUNDATIONINC
  		Employer identification number
52-2069235
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ALAN AND AMY MELTZER
3230 W COMMERCIAL BLVD SUITE 360
 
FT LAUDERDALE, FL33309

$ 1,124,737


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
JACK ABEL
6128 LUX LANE
 
ROCKVILLE, MD20852

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
GREG CARROLL
1133 EAST WEST HIGHWAY 1315W
 
SILVER SPRING, MD20910

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
ALAN & AMY MELTZER FAMILY FOUNDATIONINC
  		Employer identification number

52-2069235
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
ALAN & AMY MELTZER FAMILY FOUNDATIONINC
  		Employer identification number

52-2069235
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
ALAN & AMY MELTZER FAMILY FOUNDATIONINC
EIN:
52-2069235
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 91,000 68,250 0 22,750

TY 2022 GeneralExplanationAttachment
Name:
ALAN & AMY MELTZER FAMILY FOUNDATIONINC
EIN:
52-2069235
Identifier Return Reference Explanation
  FORM 990-PF, PART IV - CAPITAL GAINS/LOSSES FOR TAX ON INVESTMENT INCOME DETAILED CAPITAL GAINS AND LOSSES WILL BE PROVIDED UPON REQUEST.

TY 2022 InvestmentsCorpStockSchedule
Name:
ALAN & AMY MELTZER FAMILY FOUNDATIONINC
EIN:
52-2069235
Name of Stock End of Year Book Value End of Year Fair Market Value
AUTOSLED, INC 187,500 187,500
BROAD STREET REALTY INC 28,000 11,727
FIRST HORIZON NATIONAL CORP (FKA CAPITAL BANK) 93,040 292,839
INTERACTIVE BROKERS 1,052,655 907,046
SCHWAB - SECURITIES 3,743,655 5,817,519

TY 2022 InvestmentsOtherSchedule2
Name:
ALAN & AMY MELTZER FAMILY FOUNDATIONINC
EIN:
52-2069235
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AFFORDABLE MINI STORAGE AT COST 21,854 21,854
BDC PROPERTIES LLC AT COST 90,453 43,701
BLACK STONE MINERALS LP AT COST 5,762 16,870
CLEANTECH MARYLAND INVESTOR AT COST 45,018 0
COCO CREEK III, LLC AT COST 14,296 14,296
COCO OCHO LLC AT COST 2,151 2,151
DOUBLE EDGE SWORD PARTNERS AT COST 15,056 15,056
DOUBLE EDGE SWORD PARTNERS III AT COST 31,192 31,192
FRIENDS BDC FUND III, LP AT COST 25,215 25,215
FRIENDS I, LLC AT COST 3,812 3,814
FRIENDS V, LLC AT COST 3,196 3,195
FRIENDS XV LLC AT COST 3,766 3,764
FRIENDS XX, LLC AT COST 8,155 8,156
FRIENDS XXVI, LLC AT COST 34,442 34,441
FRIENDS XXXVII AT COST 150,000 150,000
HILLTOP OUTPARCEL, LLC AT COST 5,935 5,935
HILLTOP PLAZA HOLDINGS, LLC AT COST 58,375 58,375
MASS MUTUAL CASH SURRENDER VALUE AT COST 559,225 559,225
MEDZED LLC AT COST 208,009 208,009
NAV OPPORTUNITY FUND II LP AT COST 36,905 36,096
OBSERVATION INVESTOR ASSOCIATES AT COST 49,038 49,038
PARKWAY OWNER LLC AT COST 100,992 100,992
PENNY LANE PARTNERS AT COST 90,599 90,278
PENULTIMATE PARTNERS IV AT COST 70,827 70,827
PITTSBURG AQUATICS LLC AT COST 89,821 89,821
POLO GREENE OWNER LLC AT COST 19,897 19,897
RGC REAL ESTATE FUND AT COST 93,719 93,719
RMC-H STREET, LLC AT COST 71,734 71,734
ROLLINS FORTIFIED LLC AT COST 22,927 22,927
ROLLINS MRP I LLC AT COST 29,177 24,797
ROLLINS MRP III LLC AT COST 159,134 159,134
ROLLINS VELSOR GATEWAY LLC AT COST 9,992 9,992
ROSENTHAL PROPERTY INVESTMENTS AT COST 102,357 103,958
SCUDDER BAY CAPITAL, LLC AT COST 329,220 262,790
SOUTH CRATER SQUARE 1021 LLC AT COST 109,841 109,841
STEVENSON INVESTMENTS VIII LLC AT COST 11,756 11,756
TAMARIX EQUITY PARTNERS, LP AT COST 79,445 79,328
UIP ONYX INVEST LLC AT COST 121,088 121,089
WMG ST. PETE SMALL BAY II, LP AT COST 196,200 196,200
ZP - SACHS CAPITAL VCARE LLC AT COST 250,000 250,000

TY 2022 LegalFeesSchedule
Name:
ALAN & AMY MELTZER FAMILY FOUNDATIONINC
EIN:
52-2069235
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,762 1,322 0 1,762


TY 2022 OtherAssetsSchedule
Name:
ALAN & AMY MELTZER FAMILY FOUNDATIONINC
EIN:
52-2069235
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DISTRIBUTIONS RECEIVABLE 30,303 6,881 6,881
INTEREST RECEIVABLE   2 2


TY 2022 OtherDecreasesSchedule
Name:
ALAN & AMY MELTZER FAMILY FOUNDATIONINC
EIN:
52-2069235
Description Amount
SUSPENDED LOSSES FROM PTE DUE TO AT RISK LIMITATIONS 74,079


TY 2022 OtherExpensesSchedule
Name:
ALAN & AMY MELTZER FAMILY FOUNDATIONINC
EIN:
52-2069235
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 770 770 0 0
LIFE INSURANCE PREMIUM 23,880 0 0 0
OTHER DEDUCTIONS 544 73 0 0
DEDUCTIONS RELATED TO PORTFOLIO INCOME 30,238 30,238 0 0


TY 2022 OtherIncomeSchedule2
Name:
ALAN & AMY MELTZER FAMILY FOUNDATIONINC
EIN:
52-2069235
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FRIENDS I LLC 680 680  
SCUDDER BAY CAPITAL LLC 68,225 68,225  
AFFORDABLE MINI STORAGE OF GREENBELT, LLC 1,159 1,159  
FRIENDS XX, LLC -26 -59  
DOUBLE EDGE SWORD PARTNERS -18 -18  
ROSENTHAL PROPERTIES INVESTMENT FUND, LLC 7,246 7,246  
PENNY LANE PARTNERS 6,085 6,085  
ROLLINS MRP I LLC 16,522 1,782  
ROLLINS VELSOR GATEWAY, LLC 3,201 3,201  
PENULTIMATE PARTNERS IV 2,568 2,568  
BDC PROPERTIES LLC 6,727 6,727  
BLACK STONE MINERALS LP 3,349 3,386  
SUBSTITUTE PAYMENTS IN LIEU OF DIVIDENDS OR INTEREST 1,000 1,000  
OBSERVATION INVESTOR ASSOCIATES LLC -875 -875  
PITTSBURGH AQUATICS LLC -179 -179  
ZITLEMAN PARTNERS - SACHS CAPITAL VCARE, LLC 857 857  
COCO CREEK III, LLC -1,204 -321  
DOUBLE EDGE SWORD PARTNERS III, LLC -36 -36  
ORDINARY GAIN ON DISPOSTION OF ICAHN ENTERPRISES 259 259  
FOREX GAINS/LOSSES -2,149 -2,149  
COCO FOLES -6,669 -6,669 0
COCO OCHO LLC -509 -387 0
FRIENDS V, LLC -370 -7 0
FRIENDS XV, LLC -22 -22 0
FRIENDS XXVI, LLC -12,315 -11,573 0
FRIENDS ORLO, LLC -23,411 -23,411 0
HILLTOP OUTPARCEL, LLC -25 -25 0
HILLTOP PLAZA HOLDINGS, LLC -6,980 -6,980 0
ICAHN ENTERPRISES LP (PTP) 10 45 0
MEDZED, LLC -102,823 -102,823 0
PARKWAY OWNER LLC -13,483 -13,483 0
POLO GREEN OWNER LLC -6,087 -15,978 0
RCG REAL ESTATE FUND LP 16 -2,778 -2,778 0
RMC-H STREET, LLC -7,698 -7,698 0
ROLLINS FORTIFIED LLC -38,513 -38,513 0
SOUTH CRATER SQUARE 1021 LLC -1,250 -1,250 0
STEVENSON INVESTMENTS VIII LLC -67 -67 0
UIP ONYX INVEST LLC -8,636 -8,636 0
MISSION GROUP 26 ST, LLC -200,018 -200,018 0
WMG ST PETE SMALL BAY I LP -3,800 -3,800 0
DIAMOND STATE HOTEL XXXIX INVESTORS LLC -11,862 -11,862 0
BPG HOTEL INVESTORS XLI LLC -13,944 -13,944 0
ROLLINS MRP III, LLC -7,274 -7,274 0
CHANGE IN CASH SURRENDER VALUE -124,214   -124,214


TY 2022 OtherLiabilitiesSchedule
Name:
ALAN & AMY MELTZER FAMILY FOUNDATIONINC
EIN:
52-2069235
Description Beginning of Year - Book Value End of Year - Book Value
BPG HOTEL SPECIAL XLI 79,763 93,739
COCO FOLES, LLC 5,618 12,096
DIAMOND STATE HOTEL XXXIX INVESTORS LLC 2,837 14,762
FRIENDS ORLO, LLC 0 20,219
MISSION GROUP 26 ST, LLC 0 74,079
STEVENSON INVESTMENTS VIII LLC 1,000 0


TY 2022 OtherProfessionalFeesSchedule
Name:
ALAN & AMY MELTZER FAMILY FOUNDATIONINC
EIN:
52-2069235
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 49,619 49,619 0 0


TY 2022 ReductionExplanationStatement
Name:
ALAN & AMY MELTZER FAMILY FOUNDATIONINC
EIN:
52-2069235
Explanation:
PARTNERSHIP, LIMITED LIABILITY COMPANIES, NOTES RECEIVABLE, AND OTHER INVESTMENTS REPORTED ON THE RETURN THAT ARE PRIVATELY HELD AND NOT READILY MARKETABLE. FAIR MARKET VALUE BEFORE REDUCTION: $3,577,667AMOUNT OF REDUCTION IS 10% OF THE VALUE OR $357,767.

TY 2022 SubstantialContributorsSch
Name:
ALAN & AMY MELTZER FAMILY FOUNDATIONINC
EIN:
52-2069235
Name Address
ALAN L MELTZER 3230 W COMMERCIAL BLVD SUITE 360
FT LAUDERDALE,FL33309
JACK ABEL 6128 LUX LANE
ROCKVILLE,MD20852
GREG CARROLL 1133 EAST WEST HIGHWAY 1315W
SILVER SPRING,MD20910


TY 2022 TaxesSchedule
Name:
ALAN & AMY MELTZER FAMILY FOUNDATIONINC
EIN:
52-2069235
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE TAXES WITHHELD FROM PASS-THROUGH ENTITIES 248 248 0 0
FEDERAL EXCISE TAXES 134,950 0 0 0
FOREIGN TAXES 1,902 1,902 0 0
OTHER STATE TAXES 300 300 0 0