FURP.ORG / PUBLIC DATA EXPLORER

M & R HOROWITZ FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
M & R HOROWITZ FOUNDATION INC (EIN 47-5499800)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-17
IRS object ID
202113219349100016
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-17T03:19:27-00:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SVARC & COMPANY INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11064 55TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11219ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN475499800EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1M & R HOROWITZ FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlM&RHBusinessNameControlTxt
Phone7186337620PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11214 49TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11219ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMEIR HOROWITZPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2021-11-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMEIRPersonFirstNm
Person LastHOROWITZPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN SVARCPreparerPersonNm
PTINP00084916PTIN
Phone7188518617PhoneNum
Preparation2021-11-17PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$112,938FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Dividends Rev And Expnss$4,076DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,076DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$18,711NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$49,985GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$14,635TotalRevAndExpnssAmt
Total Net Invst Incm$4,076TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,190AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$75TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$274OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,539TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$52,695ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$52,695ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$56,234TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$52,695TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$70,869ExcessRevenueOverExpensesAmt
Net Investment Income$4,076NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,654CashBOYAmt
Cash EOY$9,684CashEOYAmt
Cash EOYFMV$9,684CashEOYFMVAmt
Sav And Temp Cash Invst BOY$15,000SavAndTempCashInvstBOYAmt
Corporate Stock BOY$190,000CorporateStockBOYAmt
Corporate Stock EOY$102,184CorporateStockEOYAmt
Corporate Stock EOYFMV$103,254CorporateStockEOYFMVAmt
Total Assets BOY$214,654TotalAssetsBOYAmt
Total Assets EOY$111,868TotalAssetsEOYAmt
Total Assets EOYFMV$112,938TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Capital Stock BOY$214,654CapitalStockBOYAmt
Capital Stock EOY$111,868CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$214,654TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$111,868TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$214,654TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$111,868TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$214,654TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$70,869ExcessRevenueOverExpensesAmt
Subtotal$143,785SubtotalAmt
Other Decreases$31,917OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$111,868TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$57InvestmentIncomeExciseTaxAmt
Subtotal$57SubtotalAmt
Tax Based On Investment Income$57TaxBasedOnInvestmentIncomeAmt
Tax Due$57TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksMEIR HOROWITZIndividualWithBooksNm
Phone3476781290PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14316 12TH AVENUEAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11219ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Meir Horowitz
4316 12th AvenueBrooklynNY11219President001.00$0
Rose Horowitz
4316 12th AvenueBrooklynNY11219Director001.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$146,092AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,767AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$155,859TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$155,859AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,338CashDeemedCharitableAmt
Net Vl Noncharitable Assets$153,521NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,676MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,676MinimumInvestmentReturnAmt
Tax Based On Investment Income$57TaxBasedOnInvestmentIncomeAmt
Total Tax$57TotalTaxAmt
Distributable Before Adj$7,619DistributableBeforeAdjAmt
Distributable Before Ded$7,619DistributableBeforeDedAmt
Distributable As Adjusted$7,619DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$52,695ExpensesAndContributionsAmt
Qualifying Distributions$52,695QualifyingDistributionsAmt
Adjusted Qualifying Distri$52,695AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,619DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$5,578ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$10,847ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$31,454ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,922ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$76,559ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$132,360TotalExcessDistributionCyovAmt
Qualifying Distributions$52,695QualifyingDistributionsAmt
Applied To Current Year$7,619AppliedToCurrentYearAmt
Remaining Distri From Corpus$45,076RemainingDistriFromCorpusAmt
Total Corpus$177,436TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$5,578ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$171,858ExcessDistriCyovToNextYrAmt
Excess From Year4$10,847ExcessFromYear4Amt
Excess From Year3$31,454ExcessFromYear3Amt
Excess From Year2$7,922ExcessFromYear2Amt
Excess From Year1$76,559ExcessFromYear1Amt
Excess From Current Year$45,076ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Ateres Nechama High School
1118 East County Line RoadLakewoodNJ08701PCReligious$180
Aviheim
1262 51st StreetBrooklynNY11219PCReligious$54
Bais Brocha
4314 10th AvenueBrooklynNY11219PCReligious$180
Bein Ish Ubein Uchiv
1514 55th StreetBrooklynNY11219PCReligious$36
Beir Yosef
2108 Ocean ParkwayBrooklynNY11230PCReligious$100
Bikur Cholim
545 Bedford AvenueBrooklynNY11211PCReligious$18
Bnos Penina
501 Prospect StreetLakewoodNJ08701PCReligious$250
Bonei Olam
1755 46th StreetBrooklynNY11204PCReligious$118
Chai Lifeline
151 W 30th StreetNew YorkNY10001PCReligious$72
Charidy
1002 Dean StreetBrooklynNY11238PCReligious$100
Chesed Shel Emes
1224 52nd StreetBrooklynNY11219PCReligious$1,900
Cong Bnei Pinchas
1529 43rd StreetBrooklynNY11219PCReligious$600
Cong Gem
771 McDonald AvenueBrooklynNY11218PCReligious$100
Cong Pri Hartz
5005 16th AvenueBrooklynNY11204PCReligious$180
Cong Beer Shmuel
1473 50th StreetBrooklynNY11219PCReligious$1,800
Cong Chareidim
2 Chelsea laneChestnut RidgeNY10977PCReligious$20,000
Cong Chasdei Yisroel
874 East 12th StreetBrooklynNY11230PCReligious$120
Cong Chonen Vnosen
6301 17th AvenueBrooklynNY11204PCReligious$100
Cong Divrei Chaim
1008 W Kennedy BoulevardLakewoodNJ08701PCReligious$530
Cong Duv
1358 50th StreetBrooklynNY11219PCReligious$200
Cong Ezras Yesomim
1436 48th StreetBrooklynNY11219PCReligious$100
Cong Gates of Mercy
475 Oberlin Avenue Suite 203LakewoodNJ08701PCReligious$200
Cong Jackson Lakewood
645 Cross StreetLakewoodNJ08701PCReligious$180
Cong Khal Chesed
645 Cross StreetBrooklynNY11204PCReligious$100
Cong Khal Mikilnitz
5014 16th AvenueBrooklynNY11204PCReligious$54
Cong Lev Someach
203 Avenue FBrooklynNY11218PCReligious$100
Cong Ohr Moishe
170-16 73rd AvenueFresh MeadowsNY11366PCReligious$2
Cong Rabbi Mayer Baal Haness
1473 44th StreetBrooklynNY11219PCReligious$150
Cong Yad Halevi
4 Jodi CourtMonseyNY10952PCReligious$200
Cong Yad Yehuda
812 Hyde CtSilver SpringsMD20902PCReligious$500
Cong Zichron Chaim Bobov
901 E Kennedy BlvdLakewoodNJ08701PCReligious$180
Desha Foundation
1299 Pennsylvania Ave Ste 400WashingtonDC20004PCReligious$100
Halacha Brurha
50 Forest RdKiryas JoelNY10950PCReligious$36
Hatzolah
5215 16th AvenueBrooklynNY11204PCReligious$684
Keren Chasanim D'Bobov
3611 14th AvenueBrooklynNY11218PCReligious$75
Keren Ezer Nisiyan
1279 East 24th StreetBrooklynNY11210PCReligious$150
Lev Rochel
93 Prospect StreetLakewoodNJ08701PCReligious$68
Levishei Simcha
1438 53rd StreetBrooklynNY11219PCReligious$72
Malbishei Kavod
1262 51st StreetBrooklynNY11219PCReligious$100
Mesamche Lev
1364 53rd StreetBrooklynNY11219PCReligious$1,050
Mifal Hachesed
PO Box 50226BrooklynNY11205PCReligious$100
Reb Shayalas Kitchen
46 Mian StreetMonseyNY10952PCReligious$360
Relief Resources
5904 13th AvenueBrooklynNY11219PCReligious$180
Ripped Apart
9 Maple Leaf RoadMonseyNY10952PCReligious$180
Sandel Family Foundation
9 Maple Leaf RoadMonseyNY10952PCReligious$100
The Chesed Fund
720 Lefferts AvenueBrooklynNY11203PCReligious$100
The Sons of Beth-El
4802 15th AvenueBrooklynNY11219PCReligious$100
Tomche Shabbos
6225 New Utrecht AvenueBrooklynNY11219PCReligious$600
United for Protection
770 Eastern ParkwayBrooklynNY11213PCReligious$36
Vaad Harabonim
221 Regent DriveLakewoodNJ08701PCReligious$100
Yeshiva Amod Hatorah
1473 50th StreetBrooklynNY11219PCReligious$20,000
Zichron Tzvi
12 Lizensk BlvdKiryas JoelNY10950PCReligious$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$52,695TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,076ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,076ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,076TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$3,190Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
HOROWITZ FOUNDATION
9367 INVESCO STEELPATH2017-01P2020-12$32,585$50,932-$18,347
HOROWITZ FOUNDATION
539 EATON VANCE2016-09P2020-04$5,000$5,741-$741
HOROWITZ FOUNDATION
1118 BLACKROCK2016-09P2020-12$12,400$12,023$377

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EATON VANCE$44,259$43,241
BLACKROCK$57,925$60,013

Loans From Officers Schedule LoansFromOfficersSchedule

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescREDUCTION IN SECURITIES BOOK VALUEDesc
Amt$31,917Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$274RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryNYS FILING FEESCategoryTxt
Amt$75Amt