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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
ALAN AND AMY MELTZER FAMILY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)CO PKFOD 2 BETHESDA METRO CTR 54
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETHESDA, MD208146319
A Employer identification number

52-2069235
B Telephone number (see instructions)

(301) 652-3464
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$25,445,732J 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) 4,583,465
2 Check right arrow.............
3 Interest on savings and temporary cash investments 80 80  
4 Dividends and interest from securities... 106,277 106,277  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,400,175
b Gross sales price for all assets on line 6a 2,404,657
7 Capital gain net income (from Part IV, line 2)... 2,400,282
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
-131,770 -132,888  
12 Total. Add lines 1 through 11........ 6,958,227 2,373,751  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
98,000 0   95,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
10,226 10,226   0
17 Interest............... 6,377 0   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2 2   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
4,546 3,796   750
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 119,151 14,024   95,750
25 Contributions, gifts, grants paid....... 1,366,899 1,366,899
26 Total expenses and disbursements. Add lines 24 and 25 1,486,050 14,024   1,462,649
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,472,177
b Net investment income (if negative, enter -0-) 2,359,727
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 56,986 145,620 145,620
2 Savings and temporary cash investments......... 6,385 234,172 234,172
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 arrow1,158,664
Less: allowance for doubtful accounts right arrow0 887,559 1,158,664 1,158,664
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)....... 2,546,377 Click to see attachment
List of Attached Documents:
// Content
3,080,920 		17,344,524
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).......... 4,021,737 Click to see attachment
List of Attached Documents:
// Content
5,139,997 		5,799,684
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
592,552 		Click to see attachment
List of Attached Documents:
// Content
611,612 		Click to see attachment
List of Attached Documents:
// Content
763,068
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,111,596 10,370,985 25,445,732
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........... 8,111,596 10,370,985
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 8,111,596 10,370,985
30 Total liabilities and net assets/fund balances (see instructions). 8,111,596 10,370,985
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
8,111,596
2
Enter amount from Part I, line 27a .....................
2
5,472,177
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,583,773
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,212,788
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,370,985
Form 990-PF (2024)
Form 990-PF (2024)
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 PUBLICLY TRADED SECURITIES      
b THRU SCHEDULE K-1'S P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 2,373,451   274,682 2,098,769
b       270,307
c 31,206     31,206
d
e
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       2,098,769
b       270,307
c       31,206
d
e
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 2,400,282
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  
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 32,800
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 32,800
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 32,800
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 20,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 70,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 467
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 36,733
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow36,733 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 2024 or the taxable year beginning in 2024? 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. ...............................
10
 
No
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 FOUNDATION Telephone no.right arrow (301) 652-3464

Located atright arrowC/O PKFOD 2 BETHESDA METRO CTR 540BETHESDAMD ZIP+4right arrow208146319
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 2024, 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
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 DIRECTOR, PRESIDENT
0.25 		0 0 0
6500 ROCK SPRING DRIVE STE 500
BETHESDA,MD20817
ADRIAN SMITH DIRECTOR, SECRETARY
0.25 		0 0 0
6500 ROCK SPRING DRIVE STE 500
BETHESDA,MD20817
KELLI THORTON DIRECTOR
0.25 		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 (2024)
Form 990-PF (2024)
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 BOOKKEEPING 74,000
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 (2024)
Form 990-PF (2024)
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
10,263,644
b
Average of monthly cash balances.......................
1b
66,992
c
Fair market value of all other assets (see instructions)................
1c
5,396,969
d
Total (add lines 1a, b, and c).........................
1d
15,727,605
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
15,727,605
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
235,914
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,491,691
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
774,585
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
774,585
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
32,800
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
32,800
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
741,785
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
741,785
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
741,785
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
1,462,649
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
1,462,649
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 741,785
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 1,046,228
b From 2020...... 894,312
c From 2021...... 1,013,309
d From 2022...... 829,602
e From 2023...... 742,181
f Total of lines 3a through e ........ 4,525,632
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,462,649
a Applied to 2023, 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 2024 distributable amount..... 741,785
e Remaining amount distributed out of corpus 720,864
5 Excess distributions carryover applied to 2024. 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 5,246,496
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		1,046,228
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		4,200,268
10 Analysis of line 9:
a Excess from 2020.... 894,312
b Excess from 2021.... 1,013,309
c Excess from 2022.... 829,602
d Excess from 2023.... 742,181
e Excess from 2024.... 720,864
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

AMERICAN FRIENDS OF SHALVA

441 LEXINGTON AVENUE 602
NEW YORK,NY10017 		N/A PC GENERAL SUPPORT 15,000

AMERICAN ISRAEL EDUCATION FOUNDATION INC

251 H STREET NW
WASHINGTON,DC20001 		N/A PC GENERAL SUPPORT 75,000

AMERICAN UNIVERSITY HILLEL

4400 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20016 		N/A PC GENERAL SUPPORT 49,002

ATHLETES FOR HOPE

6006 PRINCETON AVENUE
GLEN ECHO,MD20812 		N/A PC GENERAL SUPPORT 25,000

BISHOP MCNAMARA HIGH SCHOOL

6800 MARLBORO PIKE
FORESTVILLE,MD20747 		N/A PC GENERAL SUPPORT 1,646

BRAZILIAN SOCCER ACADEMY

1033 DIEGO DRIVE SOUTH
BOCA RATON,FL33428 		N/A PC GENERAL SUPPORT 24,000

BREAKTHROUGH T1D FKA JDRF

200 VESEY STREET 28TH FLOOR
NEW YORK,NY10281 		N/A PC GENERAL SUPPORT 25,000

BULLIS SCHOOL

10600 FALLS ROAD
POTOMAC,MD20854 		N/A PC GENERAL SUPPORT 46,000

BZ MEDIA A DBA OF BNAI ZION

228 PARK AVENUE SOUTH SUITE 95730
NEW YORK,NY10003 		N/A PC GENERAL SUPPORT 15,000

CAPITAL CAMPS

11300 ROCKVILLE PIKE RM/STE 407
ROCKVILLE,MD20852 		N/A PC GENERAL SUPPORT 6,562

CHABAD AU

719 EASTERN PKWY STE 1
BROOKLYN,NY11213 		N/A PC GENERAL SUPPORT 25,000

CHARLES E SMITH JEWISH DAY SCHOOL

1901 EAST JEFFERSON STREET
ROCKVILLE,MD20852 		N/A PC GENERAL SUPPORT 8,000

CHARLES E SMITH LIFE COMMUNITIES

6121 MONTROSE ROAD
ROCKVILLE,MD20852 		N/A PC GENERAL SUPPORT 12,500

CONSERVANCY GUARDIANS USA FUND

2265 MORNING STAR DRIVE
PARK CITY,UT84060 		N/A PC GENERAL SUPPORT 18,000

CORNERSTONE MONTGOMERY

2 TAFT COURT 200
ROCKVILLE,MD20850 		N/A PC GENERAL SUPPORT 625

DCAC

2438 18TH STREET NW
WASHINGTON,DC20009 		N/A PC GENERAL SUPPORT 75,000

DEMATHA HIGH SCHOOL

4313 MADISON ST
HYATTSVILLE,MD20781 		N/A PC GENERAL SUPPORT 2,500

DEVON RUBENSTEIN FOUNDATION LAURENCE MELTZ SCHOOL

7 DISCROLL COURT
GAITHERSBURG,MD20878 		N/A PC GENERAL SUPPORT 4,000

DON BOSCO REY HIGH SCHOOL

1717 W ALLEGHENY AVE
PHILADELPHIA,PA19132 		N/A PC GENERAL SUPPORT 5,000

EL HAYNES PUBLIC CHARTER SCHOOL

3600 GEORGIA AVE NW
WASHIGTON,DC20010 		N/A PC GENERAL SUPPORT 7,500

FOUNDATION FOR DEFENSE OF DEMOCRACIES

1800 M STREET NW 800S
WASHIGTON,DC20036 		N/A PC GENERAL SUPPORT 108,000

FRIENDS OF INSPIRENOLA

2401 WESTBEND PARKWAY
NEW ORLEANS,LA70114 		N/A PC GENERAL SUPPORT 5,000

FRIENDS OF ISRAEL DEFENSE FORCE

60 EAST 42ND STREET
NEW YORK,NY10165 		N/A PC GENERAL SUPPORT 20,000

FRIENDSHIP CIRCLE

8649 N PORT WASHINGTON RD
FOX POINT,WI53217 		N/A PC GENERAL SUPPORT 33,000

FRIENDSHIP PLACE

4713 WISCONSIN AVENUE NW
WASHINGTON,DC20016 		N/A PC GENERAL SUPPORT 3,000

GIRL SCOUT COUNCIL OF THE NATION'S CAPITAL

4301 CONNECTICUT AVENUE NW SUITE
M-2
WASHINGTON,DC20008 		N/A PC GENERAL SUPPORT 3,750

GREATER MIAMI JEWISH FEDERATION

4200 BISCAYNE BOULEVARD
MIAMI,FL33137 		N/A PC GENERAL SUPPORT 35,000

HOWARD UNIVERSITY

2400 6TH ST NW
WASHIGTON,DC20059 		N/A PC GENERAL SUPPORT 7,500

JEWISH FEDERATION OF BROWARD COUNTY

5890 S PINE ISLAND ROAD
FORT LAUDERDALE,FL33328 		N/A PC GENERAL SUPPORT 87,000

JEWISH FEDERATION OF GREATER WASHINGTON

6101 EXECUTIVE BOULEVARD SUITE 100
NORTH BETHESDA,MD20852 		N/A PC GENERAL SUPPORT 315,000

JOSHUA M FREEMAN FOUNDATION

31750 LAKEVIEW DR
SELBYVILLE,DE19975 		N/A PC GENERAL SUPPORT 40,000

LILLIAN & ALBERT SMALL CAPITAL JEWISH MUSEUM INC

575 3RD STREET NW
WASHIGTON,DC20001 		N/A PC GENERAL SUPPORT 5,000

MARTHA'S TABLE

2375 ELVANS RD SE
WASHIGTON,DC20020 		N/A PC GENERAL SUPPORT 5,000

MIAMI JEWISH HEALTH

5200 NE 2ND AVENUE
MIAMI,FL33137 		N/A PC GENERAL SUPPORT 25,000

MONTGOMERY YOUTH WRESTLING LEAGUE

7502 OLDCHESTER ROAD
BETHESDA,MD20817 		N/A PC GENERAL SUPPORT 10,500

MOUNT SINAI MEDICAL CENTER FOUNDATION

4300 ALTON ROAD ASCHER BUILDING 100
MIAMI BEACH,FL33140 		N/A PC GENERAL SUPPORT 9,000

NWCA

330 HOSTETTER ROAD
MANHEIM,PA17545 		N/A PC GENERAL SUPPORT 15,000

OUR LADY OF GOOD COUNSEL HIGH SCHOOL

611 KNOWLES AVENUE
SOUTHHAMPTON,PA18966 		N/A PC GENERAL SUPPORT 5,000

RICHARD WRIGHT PUBLIC CHARTER SCHOOL

100 42ST STREET NE
WASHIGTON,DC20019 		N/A PC GENERAL SUPPORT 5,000

SEVERN RIVER ASSOCIATON

PO BOX 146
ANNAPOLIS,MD21404 		N/A PC GENERAL SUPPORT 2,500

SHABACH

3600 BRIGHTSEAT ROAD
LANDOVER,MD20785 		N/A PC GENERAL SUPPORT 25,000

THE SEED FOUNDATION

1776 MASSACHUSETTS AVE NW SUITE 600
WASHINGTON,DC20036 		N/A PC GENERAL SUPPORT 10,714

US HOLOCAUST MUSEUM

100 RAOUL WALLENBERG PL SW
WASHINGTON,DC20024 		N/A PC GENERAL SUPPORT 100,000

WASHINGTON HOUSING CONSERVANCY

1310 L STREET NW SUITE 325
WASHINGTON,DC20005 		N/A PC GENERAL SUPPORT 12,500

WESTMINSTER INGLESIDE FOUNDATION

2275 RESEARCH BLVD STE 450
ROCKVILLE,MD20850 		N/A PC GENERAL SUPPORT 5,000

WRESTLE LIKE A GIRL

1629 K STREET NW SUITE 300
WASHINGTON,DC20006 		N/A PC GENERAL SUPPORT 29,100

YMCA OF METROPOLITAN WASHINGTON

1112 16TH STREET NW SUITE 720
WASHINGTON,DC20036 		N/A PC GENERAL SUPPORT 5,000
Total .................................right arrow 3a 1,366,899
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 80  
4 Dividends and interest from securities ....     14 106,277  
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 .....     14 94,401  
8 Gain or (loss) from sales of assets other than
inventory ............ 		531390 -108 18 2,400,283  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL EXCISE TAX REFUNDS 		    01 11,358  
bTHRU SCHEDULE K-1 ORDINARY BUSINESS INCOME (LOSS) 910101 1,636 01 -99,934  
cTHRU SCHEDULE K-1 NET RENTAL REAL ESTATE INCOME 910101 -11,876 16 -126,083  
dTHRU SCHEDULE K-1 OTHER INCOME (LOSS) 910101   01 -1,038  
eTHRU SCHEDULE K-1 ROYALTIES     15 -234  
12 Subtotal. Add columns (b), (d), and (e) .. -10,348 2,385,110 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,374,762
(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.)
Form 990-PF (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
ALAN AND AMY MELTZER FAMILY
FOUNDATION INC
Employer identification number

52-2069235
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
ALAN AND AMY MELTZER FAMILY
FOUNDATION INC 		Employer identification number
52-2069235
Part I
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 BOULEVARD SUITE 3
 
FORT LAUDERDALE, FL33309

$ 4,583,465


(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.)
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
ALAN AND AMY MELTZER FAMILY
FOUNDATION INC 		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
1
 AON PLC CLASS F (AON) 5,892.000 SHARES $ 2,008,563 2024-08-28
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AON PLC CLASS F (AON) 2,888.000 SHARES $ 1,002,916 2024-09-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AON PLC CLASS A (AON) 2,645.000 SHARES $ 1,008,486 2024-11-06
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
ALAN AND AMY MELTZER FAMILY
FOUNDATION INC 		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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
ALAN AND AMY MELTZER FAMILY
 
FOUNDATION INC
EIN:
52-2069235
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOOKKEEPING 74,000 0   74,000
TAX RETURN PREPARATION 24,000 0   21,000

TY 2024 InvestmentsCorpStockSchedule
Name:
ALAN AND AMY MELTZER FAMILY
 
FOUNDATION INC
EIN:
52-2069235
Name of Stock End of Year Book Value End of Year Fair Market Value
AON PLC (AON) 8,515.000 SHARES 601,586 3,058,247
AUTHID INC (AUID) 29,867.000 SHARES 568,550 179,799
AUTOSLED INVESTMENTS INC. 187,500 187,500
BROAD STREET REALTY, INC. (BRST) 8,144.000 SHARES 28,000 814
BYRNA TECHNOLOGIES INC (BYRN) 459,609.000 SHARES 1,403,368 13,241,335
COPPERNICO METALS INC (CPPMF) 4,455.000 SHARES 0 783
FIRST HORIZON CORP (FHN) 11,952.600 SHARES 93,040 240,845
FVCBANKCORP INC (FVCB) 1,806.000 SHARES 0 22,701
REDISHRED CAPITAL CORP (KUT) 7,100.000 SHARES 21,217 24,189
SWEETGREEN INC (SG) 11,758.000 SHARES 27,661 376,961
WHEELS UP EXPERIENCE INC (UP) 6,879.000 SHARES 149,998 11,350

TY 2024 InvestmentsOtherSchedule2
Name:
ALAN AND AMY MELTZER FAMILY
 
FOUNDATION INC
EIN:
52-2069235
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AFFORDABLE MINI-STORAGE OF GREENBELT, LLC AT COST 15,574 15,574
BAIRD CORE PLUS BOND INST (BCOIX) 11,782.898 SHARES AT COST 137,716 117,947
BDC PROPERTIES LLC AT COST 79,825 79,825
BLUESTONE INVESTMENT PARTNERS III, LP AT COST 60,030 60,030
CALAMOS MARKET NEUTRAL INCOME I (CMNIX) 8,221.046 SHARES AT COST 115,397 122,740
CLIFFWATER CORPORATE LENDING I (CCLFX) 28,774.859 SHARES AT COST 305,350 305,589
COCO CREEK III LLC AT COST 20,366 20,366
COCO FOLES, LLC AT COST 4,433 4,433
COCO OCHO, LLC AT COST 2,439 2,439
DIAMOND HILL SMALL-MID CAP I (DHMIX) 5,875.730 SHARES AT COST 153,108 150,360
DOUBLE EDGE SWORD PARTNERS AT COST 14,561 14,561
DOUBLE EDGE SWORD PARTNERS III, LLC AT COST 56,034 56,034
EDGEWOOD GROWTH INSTL (EGFIX) 2,636.667 SHARES AT COST 133,140 116,857
FRIENDS BDC FUND III, LLC AT COST 94,711 94,711
FRIENDS I, LLC AT COST 3,041 3,041
FRIENDS V, LLC AT COST 618 618
FRIENDS XV, LLC AT COST 3,375 3,375
FRIENDS XX, LLC AT COST 7,098 7,098
FRIENDS XXVI, LLC AT COST 28,125 28,125
FRIENDS XXXVIII, LLC AT COST 68,319 68,319
GATEWAY Y (GTEYX) 2,951.483 SHARES AT COST 105,708 136,565
GQG PARTNERS EMERGING MARKETS EQUITY INST (GQGIX) 4,723.907 SHARES AT COST 74,761 78,133
HILLTOP OUTPARCEL, LLC AT COST 5,848 5,848
HILLTOP PLAZA HOLDINGS, LLC AT COST 27,981 27,981
LORD ABBETT CR OPPORTUNITIES (LCRDX) 42,203.364 SHARES AT COST 380,500 376,876
MEDZED, LLC AT COST 110,735 110,735
NAV OPPORTUNITY FUND II, LP AT COST 7,296 7,296
NEUBERGER BERMAN STRATEGIC INCOME I (NSTLX) 6,686.928 SHARES AT COST 64,445 66,067
OBSERVATION INVESTOR ASSOCIATES LLC AT COST 32,015 32,015
OSTERWEIS STRATEGIC INCOME (OSTIX) 7,344.274 SHARES AT COST 82,721 82,329
PARKWAY OWNER LLC AT COST 52,375 52,375
PENNY LANE PARTNERS AT COST 103,096 103,096
PENULTIMATE PARTNERS IV, LLC AT COST 66,549 66,549
POLEN GLOBAL GROWTH INSTITUTIONAL (PGIIX) 3,243.767 SHARES AT COST 80,818 86,057
POLO GREENE OWNER LLC AT COST 15,988 15,988
RCG REAL ESTATE FUND LP 16 AT COST 65,628 65,628
RMC-H STREET, LLC AT COST 36,672 36,672
ROLLINS FORTIFIED, LLC AT COST 23,250 23,250
ROLLINS MRP III, LLC AT COST 136,958 136,958
ROLLINS VELSOR GATEWAY LLC AT COST 8,495 8,495
ROSENTHAL PROPERTIES INVESTMENT FUND LLC AT COST 95,818 95,818
SCHWAB FUNDAMENTAL INTL EQUITY INDEX FD (SFNNX) 5,006.1520 SHARES AT COST 41,654 51,864
SCHWAB FUNDAMENTAL US LARGE COMPANY IDX (SFLNX) 6,824.8250 SHARES AT COST 123,402 190,140
SCHWAB US TIPS ETF (SCHP) 2,342.8366 SHARES AT COST 70,225 60,515
SCUDDER BAY CAPITAL, LLC AT COST 362,140 362,140
SOUTH CRATER SQUARE 1021 LLC AT COST 83,816 83,816
STEVENSON INVESTMENTS VIII LLC AT COST 45,666 45,666
TAMARIX EQUITY PARTNERS, LP AT COST 95,486 95,486
UIP ONYX INVEST, LLC AT COST 45,783 45,783
VANGUARD FTSE ALL WORLD (VEU) 1,772.1138 SHARES AT COST 96,243 101,737
VANGUARD S&P 500 ETF (VOO) 329.2721 SHARES AT COST 85,175 177,415
VANGUARD SMALL CAP ETF (VB) 429.7321 SHARES AT COST 72,068 103,256
WMG ST PETE SMALL BAY I LP AT COST 161,877 161,877
XMACHINA LLC AT COST 725,531 1,183,202
ZITELMAN PARTNERS - SACHS CAPITAL VCARE, LLC AT COST 250,014 250,014

TY 2024 OtherAssetsSchedule
Name:
ALAN AND AMY MELTZER FAMILY
 
FOUNDATION INC
EIN:
52-2069235
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DISTRIBUTIONS RECEIVABLE 9,447 4,627 4,627
LIFE INSURANCE POLICY MASS MUTUAL 583,105 606,985 758,441


TY 2024 OtherDecreasesSchedule
Name:
ALAN AND AMY MELTZER FAMILY
 
FOUNDATION INC
EIN:
52-2069235
Description Amount
ADJUSTMENT TO BRING COST BASIS OF DONATED SECURITIES TO TAX BASIS 3,212,788


TY 2024 OtherExpensesSchedule
Name:
ALAN AND AMY MELTZER FAMILY
 
FOUNDATION INC
EIN:
52-2069235
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER INVESTMENT EXPENSES 3,796 3,796   0
BANK FEES 750 0   750


TY 2024 OtherIncomeSchedule2
Name:
ALAN AND AMY MELTZER FAMILY
 
FOUNDATION INC
EIN:
52-2069235
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INTEREST ON NOTES AND LOANS RECEIVABLES 94,401 94,401 94,401
FEDERAL EXCISE TAX REFUNDS 11,358   11,358
THRU SCHEDULE K-1 ORDINARY BUSINESS INCOME (LOSS) -98,298 -99,934 -98,298
THRU SCHEDULE K-1 NET RENTAL REAL ESTATE INCOME -137,959 -126,083 -137,959
THRU SCHEDULE K-1 OTHER INCOME (LOSS) -1,038 -1,038 -1,038
THRU SCHEDULE K-1 ROYALTIES -234 -234 -234


TY 2024 OtherProfessionalFeesSchedule
Name:
ALAN AND AMY MELTZER FAMILY
 
FOUNDATION INC
EIN:
52-2069235
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT AND ADVISORY 10,226 10,226   0


TY 2024 TaxesSchedule
Name:
ALAN AND AMY MELTZER FAMILY
 
FOUNDATION INC
EIN:
52-2069235
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD 2 2   0