THE@RICHARD AND MARCY HORVITZ FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE@RICHARD AND MARCY HORVITZ FOUNDATION (EIN 31-1533634)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202333189349104408
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T14:30:38-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341316000 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORTZMAN & GINGERICH COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 RICHMOND ROAD SUITE 170 | AddressLine1Txt |
| City | BEACHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311533634 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD HORVITZ AND | BusinessNameLine1Txt |
| Business Name Line2 | ERICA HARTMAN-HORVITZ FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 4409955200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE 215 | AddressLine1Txt |
| City | ORANGE VILLAGE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD HORVITZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4409955200 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | HORVITZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN R GINGERICH CPA | PreparerPersonNm |
| PTIN | P01320435 | PTIN |
| Phone | 2164640001 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,545,609 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,294,090 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $965 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $965 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,825 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,825 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,987,724 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,331,814 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,987,724 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,289,604 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,995,514 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,283 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,642 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,641 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,371 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $686 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $685 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $60,002 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $249 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $224 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,905 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,353 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,550 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,667,582 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,667,582 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,732,487 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,353 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,670,132 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $557,117 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,993,161 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $77,889 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,520,609 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,520,609 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $25,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,000 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,512,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,615,390 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,545,609 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,545,609 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,615,390 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,545,609 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,615,390 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,545,609 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,615,390 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,545,609 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,615,390 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $557,117 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,172,507 | SubtotalAmt |
| Other Decreases | $3,626,898 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,545,609 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| RDM LIQUID LLC | D | $78,588 | $78,588 | $78,588 | |||
| RDM LIQUID LLC | D | $3,769,065 | $3,769,065 | $3,769,065 | |||
| 1,000 SHARES OF BERKSHIRE HATHAWAY INC. CLASS B | D | $312,933 | $72,698 | $72,698 | 2022-11-25 | 2022-11-29 | $240,235 |
| 1,032 SHARES OF VANGUARD SMALL CAP VALUE ETF | D | $171,228 | $67,373 | $67,373 | 2022-11-25 | 2022-11-29 | $103,855 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,987,724 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55,505 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $55,505 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $55,505 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $60,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,495 | OverpaymentAmt |
| Applied To ES Tax | $4,495 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORELAND MANAGEMENT COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4409955200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PARK AVENUE SUITE 215 | AddressLine1Txt |
| City | ORANGE VILLAGE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD HORVITZ | ||||||||
| 100 PARK AVENUE SUITE 215 | ORANGE VILLAGE | OH | 44122 | PRESIDENT/TRUSTEE | 1.00 | $0 | $0 | $0 |
| ERICA HARTMAN-HORVITZ | ||||||||
| 100 PARK AVENUE SUITE 215 | ORANGE VILLAGE | OH | 44122 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DIANE O MALARIK | ||||||||
| 100 PARK AVENUE SUITE 215 | ORANGE VILLAGE | OH | 44122 | TREASURER/TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVEN L NUTT | ||||||||
| 100 PARK AVENUE SUITE 215 | ORANGE VILLAGE | OH | 44122 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $448,922 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $163,006 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $611,928 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $611,928 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,179 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $602,749 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,137 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,137 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55,505 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55,505 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,670,132 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,670,132 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,197,551 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,007,109 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,223,613 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,411,772 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $822,860 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,662,905 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,670,132 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,670,132 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,333,037 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,197,551 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,135,486 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,007,109 | ExcessFromYear4Amt |
| Excess From Year3 | $2,223,613 | ExcessFromYear3Amt |
| Excess From Year2 | $2,411,772 | ExcessFromYear2Amt |
| Excess From Year1 | $822,860 | ExcessFromYear1Amt |
| Excess From Current Year | $5,670,132 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD HORVITZ | ContributingManagerNm |
| Contributing Manager | ERICA HARTMAN-HORVITZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (118 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCURACY IN MEDIA INC | |||||||
| 1717 K STREET NW SUITE 900 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL & UNRESTRICTED | $150 |
| ACHIEVEMENT CENTERS FOR CHILDREN | |||||||
| 4255 NORTHFIELD ROAD | HIGHLAND HILLS | OH | 44128 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| AFRICAN WILDLIFE FOUNDATION | |||||||
| 1100 NEW JERSEY AVESE STE 900 | WASHINGTON | DC | 20003 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| AISH HATORAH | |||||||
| 14077 CEDAR ROAD 7 | SOUTH EUCLID | OH | 44118 | N/A | PC | GENERAL & UNRESTRICTED | $20,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| ASPEN HISTORICAL SOCIETY | |||||||
| 620 W BLEEKER STREET | ASPEN | CO | 81611 | N/A | PC | GENERAL & UNRESTRICTED | $200 |
| BEECH BROOK | |||||||
| 3737 LANDER ROAD | PEPPER PIKE | OH | 44124 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| BELLEFAIRE JEWISH CHILDRENS BUREAU | |||||||
| 22001 FAIRMOUNT BLVD | SHAKER HEIGHTS | OH | 44118 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| BIG BROTHERS BIG SISTERS OF AMERICA | |||||||
| 2502 N ROCKY POINT DRIVE SUITE 550 | TAMPA | FL | 33607 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| CASE WESTERN RESERVE UNIVERSITY SCHOOL OF MEDICINE | |||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | BARRETT'S ESOPHAGUS RESEARCH | $100,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | N/A | PC | GENERAL & UNRESTRICTED | $100 |
| CENTER FOR FAMILIES AND CHILDREN | |||||||
| 4500 EUCLID AVENUE | CLEVELAND | OH | 44103 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| CHARITYWATCH | |||||||
| 2545 WEST DIVERSEY AVENUE SUITE 253 | CHICAGO | IL | 60647 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| CHILDREN'S TUMOR FOUNDATION | |||||||
| 697 THIRD AVENUE SUITE 418 | NEW YORK | NY | 10017 | N/A | PC | GENERAL & UNRESTRICTED | $55,000 |
| CHILDREN'S TUMOR FOUNDATION | |||||||
| 697 THIRD AVENUE SUITE 418 | NEW YORK | NY | 10017 | N/A | PC | DISCOVERY FUND | $666,666 |
| CHILDREN'S TUMOR FOUNDATION | |||||||
| 697 THIRD AVENUE SUITE 418 | NEW YORK | NY | 10017 | N/A | PC | RESEARCH | $200,000 |
| CHORDOMA FOUNDATION | |||||||
| PO BOX 2127 | DURHAM | NC | 27702 | N/A | PC | GENERAL & UNRESTRICTED | $25,000 |
| CLARE BOOTHE LUCE POLICY INSTITUTE | |||||||
| 112 ELDEN STREET SUITE P | HERNDON | VA | 20170 | N/A | PC | GENERAL & UNRESTRICTED | $100 |
| CLAREMONT INSTITUTE | |||||||
| 1317 W FOOTHILL BLVD STE 120 | UPLAND | CA | 91786 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVENUE DV2 | CLEVELAND | OH | 44195 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVENUE DV2 | CLEVELAND | OH | 44195 | N/A | PC | LCH UROLOGY INNOVATOR FUND | $250,000 |
| CLEVELAND FOODBANK INC | |||||||
| 15500 S WATERLOO ROAD | CLEVELAND | OH | 44110 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| CLEVELAND HEARING AND SPEECH CENTER | |||||||
| 11635 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| CLEVELAND MUSEUM OF ART | |||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 44106 | N/A | PC | PRINT CLUB | $250 |
| CLEVELAND POPS ORCHESTRA | |||||||
| 24000 MERCANTILE ROAD STE 8 | BEACHWOOD | OH | 44122 | N/A | PC | GENERAL & UNRESTRICTED | $750 |
| COMMENTARY INC | |||||||
| 561 7TH AVENUE | NEW YORK | NY | 10018 | N/A | PC | GENERAL & UNRESTRICTED | $200 |
| COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING IN AMERICA INC | |||||||
| PO BOX 35040 | BOSTON | MA | 02135 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| CONGREGATION CHAI LIFELINE | |||||||
| 151 W 30TH STREET | NEW YORK | NY | 10001 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC - CARE | |||||||
| PO BOX 1871 | MERRIFIELD | VA | 22116 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| DAVID HOROWITZ FREEDOM CENTER | |||||||
| 14724 VENTURA BLVD SUITE 820 | SHERMAN OAKS | CA | 91403 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| DDC CLINIC CENTER FOR SPECIAL NEEDS CHILDREN | |||||||
| 14567 MADISON ROAD | MIDDLEFIELD | OH | 44062 | N/A | PC | CHILDREN'S FUTURE FUND | $5,000 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| DUKE UNIVERSITY OF LAW SCHOOL | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | GENERAL & UNRESTRICTED | $10,000 |
| DUKE UNIVERSITY OF LAW SCHOOL | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | CONSTITUTIONAL AND PUBLIC LAW PROGRAM | $2,000,000 |
| DUKE UNIVERSITY OF LAW SCHOOL | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | HORVITZ STUDENT FELLOWSHIP FUND | $50,000 |
| DUKE UNIVERSITY OF LAW SCHOOL | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | DEAN LEVI FUND | $100,000 |
| DUKE UNIVERSITY OF LAW SCHOOL | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | HORVITZ FINANCIAL AID ENDOWMENT FUND | $125,000 |
| DUKE UNIVERSITY OF LAW SCHOOL | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | PUBLIC LAW PROGRAM | $300,000 |
| EDCHOICE | |||||||
| 111 MONUMENT CIRCLE SUITE 2650 | INDIANAPOLIS | IN | 46204 | N/A | PC | GENERAL & UNRESTRICTED | $200 |
| FARM SANCTUARY INC | |||||||
| PO BOX 150 | WATKINS GLEN | NY | 14891 | N/A | PC | GENERAL & UNRESTRICTED | $300 |
| FLAME | |||||||
| PO BOX 3460 | BERKELEY | CA | 94703 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| FRIENDS OF BREAKTHROUGH SCHOOLS | |||||||
| 3615 SUPERIOR AVENUE SUITE 4403D | CLEVELAND | OH | 44114 | N/A | PC | ROSSKAMM TEACH SUPPORT FUND | $10,000 |
| FRIENDS OF ORANGE LIBRARY | |||||||
| 31975 CHAGRIN BOULEVARD | PEPPER PIKE | OH | 44124 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| PO BOX 999 | WALLED LAKE | MI | 48390 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| PO BOX 999 | WALLED LAKE | MI | 48390 | N/A | PC | SCHOLARSHIPS | $8,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| PO BOX 999 | WALLED LAKE | MI | 48390 | N/A | PC | LONE SOLDIER'S APARTMENT | $50,000 |
| FRIENDSHIP CIRCLE OF CLEVELAND INC | |||||||
| 27900 GATES MILLS BLVD | PEPPER PIKE | OH | 44124 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| FRONT RANGE EQUINE RESCUE | |||||||
| PO BOX 458 | OCALA | FL | 34478 | N/A | PC | GENERAL & UNRESTRICTED | $100 |
| GEAUGA COUNTY HUMANE SOCIETY | |||||||
| 15463 CHILLICOTHE ROAD | NOVELTY | OH | 44072 | N/A | PC | RESCUE VILLAGE | $250 |
| GORILLA FOUNDATION | |||||||
| PO BOX 620530 | WOODSIDE | CA | 94062 | N/A | PC | GENERAL & UNRESTRICTED | $150 |
| GREAT LAKES MUSEUM OF SCIENCE ENVIRONMENT AND TECHNOLOGY | |||||||
| 601 ERIESIDE AVENUE | CLEVELAND | OH | 44114 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| GROSS SCHECHTER DAY SCHOOL | |||||||
| 27601 FAIRMOUNT BOULEVARD | PEPPER PIKE | OH | 44124 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 |
| HANDS TOGETHER INC | |||||||
| PO BOX 80985 | SPRINGFIELD | MA | 01138 | N/A | PC | GENERAL & UNRESTRICTED | $100 |
| HATTIE LARLHAM COMMUNITY SERVICES | |||||||
| 9772 DIAGONAL ROAD | MANTUA | OH | 44255 | N/A | PC | GENERAL & UNRESTRICTED | $200 |
| HONESTREPORTINGCOM | |||||||
| 165 E 56TH STREET 2ND FLOOR | NEW YORK | NY | 10024 | N/A | PC | GENERAL & UNRESTRICTED | $200 |
| HOPEWELL | |||||||
| 9637 STATE ROUTE 534 | MESOPOTAMIA | OH | 44439 | N/A | PC | GENERAL & UNRESTRICTED | $200 |
| HOUSE OF HEALING AT DUKE UNIVERSITY | |||||||
| 501 NORTH ESTES DRIVE | CHAPEL HILL | NC | 27514 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| HUMANE FARMING ASSOCIATION | |||||||
| PO BOX 3577 | SAN RAFAEL | CA | 94912 | N/A | PC | GENERAL & UNRESTRICTED | $300 |
| IN DEFENSE OF ANIMALS | |||||||
| 3010 KERNER BOULEVARD | SAN RAFAEL | CA | 94901 | N/A | PC | GENERAL & UNRESTRICTED | $200 |
| INDEPENDENCE PASS FOUNDATION | |||||||
| PO BOX 1700 | ASPEN | CO | 81612 | N/A | PC | GENERAL & UNRESTRICTED | $200 |
| INTERMUSEUM CONSERVATION ASSOCIATION | |||||||
| 2915 DETROIT AVENUE | CLEVELAND | OH | 44113 | N/A | PC | GENERAL & UNRESTRICTED | $375 |
| INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS | |||||||
| PO BOX 96105 | WASHINGTON | DC | 20090 | N/A | PC | GENERAL & UNRESTRICTED | $150 |
| JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND | |||||||
| 29125 CHAGRIN BOULEVARD | PEPPER PIKE | OH | 44122 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| JEWISH FEDERATION OF CLEVELAND | |||||||
| 25701 SCIENCE PARK DRIVE | BEACHWOOD | OH | 44122 | N/A | PC | GENERAL & UNRESTRICTED | $855,000 |
| JEWISH FEDERATION OF CLEVELAND | |||||||
| 25701 SCIENCE PARK DRIVE | BEACHWOOD | OH | 44122 | N/A | PC | UKRAINE RELIEF FUND | $25,000 |
| JEWISH FOUNDATION FOR THE RIGHTEOUS INC | |||||||
| 80 MAIN STREET | WEST ORANGE | NJ | 07052 | N/A | PC | GENERAL & UNRESTRICTED | $150 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | N/A | PC | RED MOUNTAIN THERAPEUTIC RIDING CENTER | $10,000 |
| JEWISH SACRED SOCIETY OF CLEVELAND CHEVRA KADISHA | |||||||
| 3504 BENDEMEER ROAD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| JOURNEY CENTER FOR SAFETY AND HEALING | |||||||
| PO BOX 5466 | CLEVELAND | OH | 44101 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| LEGAL SERVICES OF NORTH FLORIDA INC | |||||||
| 2119 DELTA BOULEVARD | TALLAHASSEE | FL | 32303 | N/A | PC | GENERAL & UNRESTRICTED | $350 |
| MALTZ MUSEUM OF JEWISH HERITAGE | |||||||
| 2929 RICHMOND ROAD | BEACHWOOD | OH | 44122 | N/A | PC | GENERAL & UNRESTRICTED | $150 |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH INC | |||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| MAZON | |||||||
| 10850 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90024 | N/A | PC | GENERAL & UNRESTRICTED | $180 |
| MEDIA RESEARCH CENTER | |||||||
| 1900 CAMPUS COMMONS DRIVE SUITE 600 | RESTON | VA | 20191 | N/A | PC | GENERAL & UNRESTRICTED | $200 |
| MIDDLE EAST MEDIA AND RESEARCH INSTITUTE INC | |||||||
| PO BOX 27837 | WASHINGTON | DC | 20038 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| MORELAND HILLS POLICE & EMPLOYEES FOUNDATION | |||||||
| 4350 SOM CENTER ROAD | MORELAND HILLS | OH | 44022 | N/A | GOV | SUPPORT FOR EMPLOYEE CLAMBAKE | $300 |
| MOUNTAIN RESCUE ASPEN INC | |||||||
| 37925 HIGHWAY 82 | ASPEN | CO | 81611 | N/A | PC | GENERAL & UNRESTRICTED | $200 |
| MOVING PICTURES INSTITUTE | |||||||
| 375 GREENWICH STREET | NEW YORK | NY | 10013 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| MUSEUM OF CONTEMPORARY ART CLEVELAND | |||||||
| 11400 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 |
| NEGEV FOUNDATION | |||||||
| 2121 S GREEN ROAD SUITE 210 | SOUTH EUCLID | OH | 44121 | N/A | PC | GENERAL & UNRESTRICTED | $300 |
| NF FORWARD | |||||||
| 1074 WOODWARD AVENUE | DETROIT | MI | 48226 | N/A | PC | GENERAL & UNRESTRICTED | $25,000 |
| NORTH COAST COMMUNITY HOMES INC | |||||||
| 14221 BROADWAY AVENUE | CLEVELAND | OH | 44125 | N/A | PC | GENERAL & UNRESTRICTED | $200 |
| NORTHEAST OHIO SPCA INC | |||||||
| 9555 BROOKPARK ROAD | PARMA | OH | 44129 | N/A | PC | GENERAL & UNRESTRICTED | $150 |
| NU DECO ENSEMBLE | |||||||
| 2100 BISCAYNE BOULEVARD | MIAMI | FL | 33137 | N/A | PC | TO FUND CHAIR FOR ONE YEAR | $5,000 |
| ORANGE SCHOOL BOOSTERS CLUB INC | |||||||
| 32000 CHAGRIN BLVD | PEPPER PIKE | OH | 44124 | N/A | PC | GENERAL & UNRESTRICTED | $200 |
| PETFIX NORTHEAST OHIO | |||||||
| 885 E 222ND STREET | EUCLID | OH | 44123 | N/A | PC | GENERAL & UNRESTRICTED | $150 |
| PLAYHOUSE SQUARE FOUNDATION | |||||||
| 1501 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 44115 | N/A | PC | GENERAL & UNRESTRICTED | $8,500 |
| PRINCETON ALUMNI ASSOCIATION OF NORTHERN OHIO | |||||||
| 1120 CHESTER AVENUE SUITE 470 | CLEVELAND | OH | 44114 | N/A | PC | GENERAL & UNRESTRICTED | $150 |
| PRINCETON UNIVERSITY | |||||||
| 330 ALEXANDER STREET | PRINCETON | NJ | 08540 | N/A | PC | GENERAL & UNRESTRICTED | $75 |
| RABBINICAL COLLEGE OF TELSHE INC | |||||||
| 28400 EUCLID AVENUE | WICKLIFFE | OH | 44092 | N/A | PC | TELSHE YESHIVA | $500 |
| ROARING FORK FIRE RESCUE | |||||||
| 1089 JW DRIVE | CARBONDALE | CO | 81623 | N/A | GOV | GENERAL & UNRESTRICTED | $200 |
| ROCK AND ROLL HALL OF FAME AND MUSEUM INC | |||||||
| 1100 ROCK AND ROLL BOULEVARD | CLEVELAND | OH | 44114 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| SERVICES FOR INDEPENDENT LIVING | |||||||
| 26250 EUCLID AVENUE SUITE 801 | EUCLID | OH | 44132 | N/A | PC | GENERAL & UNRESTRICTED | $200 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 S ROXBURY 2ND FLOOR | LOS ANGELES | CA | 90035 | N/A | PC | GENERAL & UNRESTRICTED | $200 |
| STANDWITHUS | |||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| TAX FOUNDATION | |||||||
| 1325 G STREET NW STE 950 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL & UNRESTRICTED | $150 |
| TEMPLE EMANU EL | |||||||
| 4545 BRAINARD ROAD | ORANGE VILLAGE | OH | 44022 | N/A | PC | GENERAL & UNRESTRICTED | $926 |
| TEMPLE EMANU EL | |||||||
| 4545 BRAINARD ROAD | ORANGE VILLAGE | OH | 44022 | N/A | PC | BOOK OF MEMORY | $180 |
| TEMPLE EMANU EL | |||||||
| 4545 BRAINARD ROAD | ORANGE VILLAGE | OH | 44022 | N/A | PC | VISION CAMPAIGN | $50,000 |
| TEMPLE EMANU EL | |||||||
| 4545 BRAINARD ROAD | ORANGE VILLAGE | OH | 44022 | N/A | PC | RABI ROBERTS BOOK PROJECT | $6,000 |
| THE BUCKEYE INSTITUTE FOR PUBLIC POLICY SOLUTIONS | |||||||
| 88 E BROAD STREET SUITE 1300 | COLUMBUS | OH | 43215 | N/A | PC | GENERAL & UNRESTRICTED | $200 |
| THE CLEVELAND WOMENS ORCHESTRA | |||||||
| 2691 COUNTRY CLUB BOULEVARD | ROCKY RIVER | OH | 44116 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 |
| THE FUND FOR AMERICAN STUDIES | |||||||
| 1706 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | N/A | PC | GENERAL & UNRESTRICTED | $150 |
| THE REASON FOUNDATION | |||||||
| 5737 MESMER AVENUE | LOS ANGELES | CA | 90230 | N/A | PC | GENERAL & UNRESTRICTED | $100 |
| UNIVERSITY CIRCLE INCORPORATED | |||||||
| 10831 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL & UNRESTRICTED | $200 |
| UNIVERSITY HOSPITALS RAINBOW BABIES & CHILDREN'S HOSPITAL | |||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | RIDE THE RAINBOW | $23,730 |
| UNIVERSITY HOSPITALS SEIDMAN CANCER CENTER | |||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | GI SPORE GRANT | $100,000 |
| UNIVERSITY HOSPITALS | |||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | ZENTY FELLOWSHIP | $25,000 |
| UNIVERSITY HOSPITALS | |||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | DR. RAJAGOPALAN CARDIOLOGY PROGRAM | $20,000 |
| UNIVERSITY HOSPITALS | |||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | AHUJA MEDICAL CENTER | $500,000 |
| VALLEY SAVE A PET INC | |||||||
| PO BOX 39221 | SOLON | OH | 44139 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| VOCATIONAL GUIDANCE SERVICES | |||||||
| 2239 E 55TH STREET | CLEVELAND | OH | 44103 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| WESTERN RESERVE HISTORICAL SOCIETY | |||||||
| 10825 EAST BOULEVARD | CLEVELAND | OH | 44106 | N/A | PC | GENERAL & UNRESTRICTED | $500 |
| WESTERN RESERVE LAND CONSERVANCY | |||||||
| 3850 CHAGRIN RIVER ROAD | MORELAND HILLS | OH | 44022 | N/A | PC | GENERAL & UNRESTRICTED | $250 |
| ZIONIST ORGANIZATION OF AMERICA | |||||||
| 633 THIRD AVENUE SUITE 31-B | NEW YORK | NY | 10017 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,667,582 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $965 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,825 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,987,724 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,995,514 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,995,514 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ERICA HARTMAN-HORVITZ | |||||||
| 1 | 10203 COLLINS AVENUE | BAL HARBOUR | FL | 33154 | $344,090 | Yes (X) | |
| RICHARD A HORVITZ | |||||||
| 2 | 10203 COLLINS AVENUE | BAL HARBOUR | FL | 33154 | $1,950,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,000 SHARES OF BERKSHIRE HATHAWAY INC. CLASS B | $240,235 | 2022-11-25 |
| 1 | 1,032.0788 SHARES OF VANGUARD SMALL CAP VALUE ETF | $103,855 | 2022-11-25 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,283 | Amt |
| Net Investment Income | $1,642 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,641 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | STATE OF ISRAEL FLOATING BOND (ISRLBND) | BondNm |
| EOY Book Value | $25,000 | EOYBookValueAmt |
| EOYFMV | $25,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR BUILT-IN GAIN | Desc |
| Amt | $3,626,898 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE FEES | $49 | $25 | $24 |
| STATE REGISTRATION FEE | $200 | $0 | $200 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE SERVICE FEES | $1,321 | $661 | $660 |
| CUSTODIAL FEES | $50 | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $60,000 | $0 | $0 |
| FOREIGN TAX | $2 | $0 | $0 |
Comments