THE@RICHARD AND MARCY HORVITZ FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE@RICHARD AND MARCY HORVITZ FOUNDATION (EIN 31-1533634)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-10
- IRS object ID
- 202011929349100021
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-10T12:52:21-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 NO 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 | 2020-05-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN R GINGERICH CPA | PreparerPersonNm |
| PTIN | P01320435 | PTIN |
| Phone | 2164640001 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.89.38.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-18 | IPDt |
| IP Tm | 12:27:45 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6BE31622FA3E1CDC43C3A8B305BE62A81D37CF04 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6BE31622FA3E1CDC43C3A8B305BE62A81D37CF04 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,385,403 | 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 | $3,380,257 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,366 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,366 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,545 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,545 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,056,192 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,401,528 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,056,192 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,440,360 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,060,103 | 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 | $2,698 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,349 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,349 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,171 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $586 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $585 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $591 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $196 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $395 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,460 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,131 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,329 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,262,214 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,262,214 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,266,674 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,131 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,264,543 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,173,686 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,057,972 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,219,638 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,360,403 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,360,403 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $25,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,000 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,244,638 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,385,403 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,385,403 | 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 | $1,244,638 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,385,403 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,244,638 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,385,403 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,244,638 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,385,403 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,244,638 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,173,686 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,000 | OtherIncreasesAmt |
| Subtotal | $4,420,324 | SubtotalAmt |
| Other Decreases | $2,034,921 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,385,403 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 77,716 SHARES OF ISHARES MSCI EMERGING MARKETS ETF | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2019-12-11 | AcquiredDt |
| Sold | 2019-12-16 | SoldDt |
| Gross Sales Price | $3,401,528 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,345,336 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,056,192 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,056,192 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,056,192 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,115,651 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,899,774 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.729592 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,414,995 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,460,469 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.541422 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,665,268 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,115,723 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.404611 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,809,389 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,939,941 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.615451 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,911,709 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,091,368 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.751663 | DistributionYr5Rt |
| Total Distribution | 4.042739 | TotalDistributionRt |
| Average Distribution | 0.808548 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,230,193 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $994,670 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20,580 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,015,250 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,264,543 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $20,580 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,580 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,580 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $150 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $150 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $20,430 | TaxDueAmt |
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 (5 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 | 1.00 | $0 | $0 | $0 |
| STEVEN L NUTT | ||||||||
| 100 PARK AVENUE SUITE 215 | ORANGE VILLAGE | OH | 44122 | SECRETARY | 1.00 | $0 | $0 | $0 |
| RANCH FIDUCIARY CORPORATION | ||||||||
| PO BOX 3652 | JACKSON | WY | 83001 | TRUSTEE | 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 | $25,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,223,927 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,248,927 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,248,927 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,734 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,230,193 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,510 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,510 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,580 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,580 | TotalTaxAmt |
| Distributable Before Adj | $40,930 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,930 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,930 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,264,543 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,264,543 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $20,580 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,243,963 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,930 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,896,057 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,662,415 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,485,544 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,197,551 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,007,109 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,248,676 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,264,543 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,930 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,223,613 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,472,289 | 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 | $1,896,057 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,576,232 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,662,415 | ExcessFromYear4Amt |
| Excess From Year3 | $1,485,544 | ExcessFromYear3Amt |
| Excess From Year2 | $2,197,551 | ExcessFromYear2Amt |
| Excess From Year1 | $2,007,109 | ExcessFromYear1Amt |
| Excess From Current Year | $2,223,613 | 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 (168 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCURACY IN MEDIA INC | ||||||||
| 1717 K STREET NW SUITE 900 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL & UNRESTRICTED | $125 | |
| 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 | $150 | |
| AISH HATORAH | ||||||||
| 14077 CEDAR ROAD 7 | SOUTH EUCLID | OH | 44118 | N/A | PC | GENERAL & UNRESTRICTED | $50,000 | |
| AISH HATORAH | ||||||||
| 14077 CEDAR ROAD 7 | SOUTH EUCLID | OH | 44118 | N/A | PC | HASBARA PROGRAM | $25,000 | |
| AMERICAN COUNCIL OF TRUSTEES AND ALUMNI | ||||||||
| 1730 M STREET NW STE 600 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| AMERICAN ENTERPRISE INSTITUTE | ||||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL & UNRESTRICTED | $2,000 | |
| AMERICAN FEDERATION FOR CHILDREN INC | ||||||||
| 1020 19TH ST NW STE 675 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 23215 COMMERCE PARK DRIVE | BEACHWOOD | OH | 44122 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | ||||||||
| 545 FIFTH AVENUE STE 920 | NEW YORK | NY | 10017 | N/A | PC | GENERAL & UNRESTRICTED | $3,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 1422 EUCLID AVE SUITE 904 | CLEVELAND | OH | 44115 | N/A | PC | GLOBAL JEWISH ADVOCACY | $2,500 | |
| 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 | |
| APOLLO'S FIRE | ||||||||
| 3091 MAYFIELD ROAD STE 217 | CLEVELAND HEIGHTS | OH | 44118 | N/A | PC | GENERAL & UNRESTRICTED | $2,000 | |
| ASPEN ART MUSEUM | ||||||||
| 637 E HYMAN AVENUE | ASPEN | CO | 81611 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| ASPEN COMMUNITY FOUNDATION | ||||||||
| 455 GOLD RIVERS COURT SUITE 515 | BASALT | CO | 81621 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 | |
| ASPEN HISTORICAL SOCIETY | ||||||||
| 620 W BLEEKER STREET | ASPEN | CO | 81611 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| ASPEN JEWISH CONGREGATION | ||||||||
| 77 MEADOWOOD DRIVE | ASPEN | CO | 81611 | N/A | PC | GENERAL & UNRESTRICTED | $2,000 | |
| ASPEN MUSIC FESTIVAL AND SCHOOL | ||||||||
| 225 MUSIC SCHOOL ROAD | ASPEN | CO | 81611 | N/A | PC | GENERAL & UNRESTRICTED | $4,000 | |
| ASPEN VALLEY HOSPITAL FOUNDATION | ||||||||
| 401 CASTLE CREEK ROAD | ASPEN | CO | 81611 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| BEECH BROOK | ||||||||
| 3737 LANDER ROAD | PEPPER PIKE | OH | 44124 | N/A | PC | GENERAL & UNRESTRICTED | $200 | |
| BELLEFAIRE JEWISH CHILDRENS BUREAU | ||||||||
| 22001 FAIRMOUNT BLVD | SHAKER HEIGHTS | OH | 44118 | N/A | PC | GENERAL & UNRESTRICTED | $430 | |
| BELLEFAIRE JEWISH CHILDRENS BUREAU | ||||||||
| 22001 FAIRMOUNT BLVD | SHAKER HEIGHTS | OH | 44118 | N/A | PC | CAPITAL CAMPAIGN | $5,000 | |
| CASE COMPREHENSIVE CANCER CENTER | ||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| CASE COMPREHENSIVE CANCER CENTER | ||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 441064923 | N/A | PC | C.C.C. RESEARCH INNOVATION | $5,000 | |
| CASE WESTERN RESERVE UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | AMICI | $1,000 | |
| 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 | |
| CENTER FOR INDIVIDUAL RIGHTS | ||||||||
| 1100 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | PC | GENERAL & UNRESTRICTED | $2,000 | 625 |
| CENTER FOR JEWISH LIFE - HILLEL AT PRINCETON UNIVERSITY | ||||||||
| 70 WASHINGTON ROAD | PRINCETON | NJ | 08540 | N/A | PC | GENERAL & UNRESTRICTED | $1,800 | |
| CHALLENGE ASPEN | ||||||||
| PO BOX 6639 | SNOWMASS VILLAGE | CO | 81615 | N/A | PC | GENERAL & UNRESTRICTED | $1,500 | |
| CHAMAH | ||||||||
| 473 EMPIRE BOULEVARD | BROOKLYN | NY | 11225 | N/A | PC | GENERAL & UNRESTRICTED | $1,800 | |
| CHARITYWATCH | ||||||||
| 3450 NORTH LAKE SHORE DRIVE STE | CHICAGO | IL | 60657 | N/A | PC | GENERAL & UNRESTRICTED | $125 | 2802 |
| CHILDREN'S TUMOR FOUNDATION | ||||||||
| 120 WALL STREET 16TH FLOOR | NEW YORK | NY | 100053904 | N/A | PC | GENERAL & UNRESTRICTED | $177,500 | |
| CHILDREN'S TUMOR FOUNDATION | ||||||||
| 120 WALL STREET 16TH FLOOR | NEW YORK | NY | 100053904 | N/A | PC | DISCOVERY FUND | $250,000 | |
| CHILDREN'S TUMOR FOUNDATION | ||||||||
| 370 LEXINGTON AVE SUITE 2100 | NEW YORK | NY | 10017 | N/A | PC | SCHWANNOMATOSIS SYNODOS PROJECT | $333,334 | |
| CHORDOMA FOUNDATION | ||||||||
| PO BOX 2127 | DURHAM | NC | 27702 | N/A | PC | GENERAL & UNRESTRICTED | $25,000 | |
| CITYMUSIC CLEVELAND | ||||||||
| 2865 FAIRFAX ROAD | CLEVELAND | OH | 44118 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| 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 FOODBANK INC | ||||||||
| 15500 S WATERLOO ROAD | CLEVELAND | OH | 44110 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| CLEVELAND HEARING AND SPEECH CENTER | ||||||||
| 11635 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL & UNRESTRICTED | $200 | |
| CLEVELAND INSTITUTE OF ART | ||||||||
| 11610 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL & UNRESTRICTED | $2,000 | |
| CLEVELAND INSTITUTE OF MUSIC | ||||||||
| 11021 EAST BOULEVARD | CLEVELAND | OH | 44106 | N/A | PC | GENERAL & UNRESTRICTED | $8,000 | |
| CLEVELAND INTERNATIONAL PIANO COMPETITION | ||||||||
| 20600 CHAGRIN BLVD STE 1110 | SHAKER HEIGHTS | OH | 44122 | N/A | PC | GENERAL & UNRESTRICTED | $10,000 | |
| CLEVELAND MUSEUM OF ART | ||||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 44106 | N/A | PC | PRINT CLUB | $500 | |
| CLEVELAND MUSEUM OF ART | ||||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 44106 | N/A | PC | GENERAL & UNRESTRICTED | $3,500 | |
| CLEVELAND MUSEUM OF NATURAL HISTORY | ||||||||
| 1 WADE OVAL DRIVE UNIVERSITY CIRCLE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| CLEVELAND ORCHESTRA MIAMI RESIDENCY | ||||||||
| 1300 BISCAYNE BOULEVARD | MIAMI | FL | 33132 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 | |
| CLEVELAND PLAY HOUSE | ||||||||
| 1901 E 13TH STREET STE 200 | CLEVELAND | OH | 44114 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 | |
| CLEVELAND POPS ORCHESTRA | ||||||||
| 24000 MERCANTILE ROAD STE 8 | BEACHWOOD | OH | 44122 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| CLEVELAND SIGHT CENTER | ||||||||
| 1909 E 101ST STREET | CLEVELAND | OH | 44106 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 | |
| CLEVELAND ZOOLOGICAL SOCIETY | ||||||||
| 3900 WILDLIFE WAY | CLEVELAND | OH | 44109 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| COAST GUARD FOUNDATION INC | ||||||||
| 394 TAUGWONK ROAD | STONINGTON | CT | 06378 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| 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 | $150 | |
| 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 | |
| CROHNS & COLITIS FOUNDATION | ||||||||
| 4700 ROCKSIDE ROAD 425 | INDEPENDENCE | OH | 44131 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| DIVERSITY CENTER OF NORTHEAST OHIO INC | ||||||||
| 3659 GREEN ROAD SUITE 220 | CLEVELAND | OH | 44122 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| DOCTORS WITHOUT BORDERS USA INC | ||||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PC | GENERAL & UNRESTRICTED | $150 | |
| DOMESTIC VIOLENCE & CHILD ADVOCACY CENTER | ||||||||
| PO BOX 5466 | CLEVELAND | OH | 44101 | 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 | PUBLIC POLICY PROGRAM | $250,000 | |
| DUKE UNIVERSITY OF LAW SCHOOL | ||||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | HORVITZ STUDENT FELLOWSHIP FUND | $100,000 | |
| DUKE UNIVERSITY OF LAW SCHOOL | ||||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | DEAN LEVI FUND | $50,000 | |
| EDCHOICE INC | ||||||||
| 111 MONUMENT CIRCLE SUITE 2650 | INDIANAPOLIS | IN | 46204 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| FARM SANCTUARY INC | ||||||||
| PO BOX 150 | WATKINS GLEN | NY | 14891 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| FLASHES OF HOPE | ||||||||
| 36 S FRANKLIN STREET | CHAGRIN FALLS | OH | 44022 | N/A | PC | BIG SHOTS & LITTLE STARS | $10,000 | |
| FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION INC | ||||||||
| 510 WALNUT STREET SUITE 1250 | PHILADELPHIA | PA | 19106 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC | ||||||||
| 1800 M STREET NW SUITE 8005 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| FREEMAN CENTER FOR JEWISH LIFE AT DUKE UNIVERSITY | ||||||||
| 1415 FARBER STREET | DURHAM | NC | 27708 | N/A | PC | GENERAL & UNRESTRICTED | $1,800 | |
| FRIENDS OF ORANGE LIBRARY | ||||||||
| 31975 CHAGRIN BOULEVARD | PEPPER PIKE | OH | 44124 | N/A | PC | GENERAL & UNRESTRICTED | $150 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| PO BOX 999 | WALLED LAKE | MI | 48390 | N/A | PC | GENERAL & UNRESTRICTED | $1,600 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| PO BOX 999 | WALLED LAKE | MI | 48390 | N/A | PC | SCHOLARSHIPS | $8,000 | |
| FRIENDSHIP CIRCLE OF CLEVELAND INC | ||||||||
| 27900 GATES MILLS BLVD | PEPPER PIKE | OH | 44124 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| FRONT EXHIBITION COMPANY | ||||||||
| 1460 WEST 29TH STREET | CLEVELAND | OH | 44113 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| FRONT RANGE EQUINE RESCUE | ||||||||
| PO BOX 458 | OCALA | FL | 34478 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| FUCHS MIZRACHI SCHOOL | ||||||||
| 26600 SHAKER BOULEVARD | BEACHWOOD | OH | 44122 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 | |
| GEAUGA COUNTY HUMANE SOCIETY | ||||||||
| 15463 CHILLICOTHE ROAD | NOVELTY | OH | 44072 | N/A | PC | RESCUE VILLAGE | $250 | |
| GORILLA FOUNDATION | ||||||||
| 1733 WOODSIDE ROAD STE 330 | REDWOOD CITY | CA | 94061 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| 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 | $5,360 | |
| HANDS TOGETHER INC | ||||||||
| PO BOX 80985 | SPRINGFIELD | MA | 01138 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| HATHAWAY BROWN SCHOOL | ||||||||
| 19600 N PARK BOULEVARD | SHAKER HEIGHTS | OH | 44122 | N/A | PC | GENERAL & UNRESTRICTED | $8,000 | |
| HATTIE LARLHAM COMMUNITY SERVICES | ||||||||
| 9772 DIAGONAL ROAD | MANTUA | OH | 44255 | N/A | PC | GENERAL & UNRESTRICTED | $200 | |
| HEBREW ACADEMY OF CLEVELAND | ||||||||
| 1860 S TAYLOR ROAD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 | |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | N/A | PC | GENERAL & UNRESTRICTED | $150 | |
| HOMES FOR OUR TROOPS INC | ||||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | N/A | PC | GENERAL & UNRESTRICTED | $2,000 | |
| HOPEWELL | ||||||||
| 9637 STATE ROUTE 534 | MESOPOTAMIA | OH | 44439 | N/A | PC | GENERAL & UNRESTRICTED | $200 | |
| HOSPICE OF THE WESTERN RESERVE | ||||||||
| 300 E 185TH STREET | CLEVELAND | OH | 44119 | N/A | PC | GENERAL & UNRESTRICTED | $360 | |
| HOUSE OF HEALING AT DUKE UNIVERSITY | ||||||||
| 501 NORTH ESTES DRIVE | CHAPEL HILL | NC | 27514 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| I CARE I CURE CHILDHOOD CANCER FOUNDATION | ||||||||
| PO BOX 291386 | DAVIE | FL | 33329 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| IDEASTREAM WVIZ AND WCPN | ||||||||
| 1375 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| IN DEFENSE OF ANIMALS | ||||||||
| 3010 KERNER BOULEVARD | SAN RAFAEL | CA | 94901 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| INDEPENDENCE PASS FOUNDATION | ||||||||
| PO BOX 1700 | ASPEN | CO | 81612 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 N GLEBE ROAD STE 900 | ARLINGTON | VA | 22203 | N/A | PC | GENERAL & UNRESTRICTED | $2,000 | |
| 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 | |
| INVESTIGATIVE PROJECT ON TERRORISM FOUNDATION | ||||||||
| 5614 CONNECTICUT AVENUE NW STE 341 | WASHINGTON | DC | 20015 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 | |
| JEWISH COMMUNITY CENTER | ||||||||
| 435 WEST MAIN STREET | ASPEN | CO | 81611 | N/A | PC | SKI TO LIVE PROGRAM | $2,500 | |
| JEWISH FAMILY SERVICE ASSOCIATION | ||||||||
| 3659 GREEN ROAD STE 322 | BEACHWOOD | OH | 44122 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 | |
| JEWISH FEDERATION OF CLEVELAND | ||||||||
| 25701 SCIENCE PARK DRIVE | BEACHWOOD | OH | 44122 | N/A | PC | CLEVELAND ISRAEL ART CONNECTION PROGRAM | $7,500 | |
| JEWISH FEDERATION OF CLEVELAND | ||||||||
| 25701 SCIENCE PARK DRIVE | BEACHWOOD | OH | 44122 | N/A | PC | GENERAL & UNRESTRICTED | $405,380 | |
| JEWISH FEDERATION OF CLEVELAND | ||||||||
| 25701 SCIENCE PARK DRIVE | BEACHWOOD | OH | 44122 | N/A | PC | JFC CEMETERY PRESERVATION CAMPAIGN | $25,000 | |
| JEWISH FOUNDATION FOR THE RIGHTEOUS INC | ||||||||
| 80 MAIN STREET | WEST ORANGE | NJ | 07052 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| JEWISH SACRED SOCIETY OF CLEVELAND CHEVRA KADISHA | ||||||||
| 3504 BENDEMEER ROAD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PC | GENERAL & UNRESTRICTED | $180 | |
| JOSEPH AND FLORENCE MANDEL JEWISH DAY SCHOOL | ||||||||
| 26500 SHAKER BLVD | BEACHWOOD | OH | 44122 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 | |
| LAKEVIEW CEMETERY FOUNDATION | ||||||||
| 12316 EUCLID AVENUE | CLEVELAND | OH | 441064393 | N/A | PC | GENERAL & UNRESTRICTED | $1,800 | |
| LIFEACT | ||||||||
| 210 BELL STREET SUITE 200 | CHAGRIN FALLS | OH | 44022 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| MAKE-A-WISH FOUNDATION OF SOUTH FLORIDA INC | ||||||||
| 4491 S STATE ROAD 7 STE 201 | DAVIE | FL | 33314 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 | |
| MALTZ MUSEUM OF JEWISH HERITAGE | ||||||||
| 2929 RICHMOND ROAD | BEACHWOOD | OH | 44122 | N/A | PC | GENERAL & UNRESTRICTED | $75 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH INC | ||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| MEDWISH INTERNATIONAL | ||||||||
| 1625 E 31ST STREET | CLEVELAND | OH | 44114 | N/A | PC | BAND-AID BASH | $1,000 | |
| MIDDLE EAST MEDIA AND RESEARCH INSTITUTE INC | ||||||||
| 1819 L STREET NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL & UNRESTRICTED | $125 | |
| MORELAND HILLS POLICE & EMPLOYEES FOUNDATION | ||||||||
| 4350 SOM CENTER ROAD | MORELAND HILLS | OH | 44022 | N/A | GOV | GENERAL & UNRESTRICTED | $500 | |
| MORELAND HILLS POLICE & EMPLOYEES FOUNDATION | ||||||||
| 4350 SOM CENTER ROAD | MORELAND HILLS | OH | 44022 | N/A | GOV | SUPPORT FOR EMPLOYEE CLAMBAKE | $100 | |
| MOUNTAIN RESCUE ASPEN INC | ||||||||
| 37925 HIGHWAY 82 | ASPEN | CO | 81611 | N/A | PC | GENERAL & UNRESTRICTED | $150 | |
| MOVING PICTURES INSTITUTE | ||||||||
| 375 GREENWICH STREET | NEW YORK | NY | 10013 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | ||||||||
| 383 MAIN AVE 5TH FLOOR | NORWALK | CT | 06851 | N/A | PC | GENERAL & UNRESTRICTED | $360 | |
| MUSEUM OF CONTEMPORARY ART CLEVELAND | ||||||||
| 11400 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 | |
| NATIONAL ASSOCIATION OF SCHOLARS | ||||||||
| 420 MADISON AVENUE 7TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| NATIONAL LEGAL & POLICY CENTER | ||||||||
| 107 PARK WASHINGTON COURT | FALLS CHURCH | VA | 22046 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| NF FORWARD | ||||||||
| 1074 WOODWARD AVENUE | DETROIT | MI | 48226 | N/A | PC | DETROIT GALA | $25,000 | |
| NORTH COAST COMMUNITY HOMES INC | ||||||||
| 14221 BROADWAY AVENUE | CLEVELAND | OH | 44125 | N/A | PC | GENERAL & UNRESTRICTED | $150 | |
| NORTHEAST OHIO SPCA INC | ||||||||
| 9555 BROOKPARK ROAD | WESTLAKE | OH | 44129 | N/A | PC | GENERAL & UNRESTRICTED | $125 | |
| OHIO STATE UNIVERSITY COLLEGE OF VETERINARY MEDICINE | ||||||||
| 127G VMAB 1900 COFFEY ROAD | COLUMBUS | OH | 43210 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 | |
| ORANGE SCHOOL BOOSTERS CLUB INC | ||||||||
| 2753 BELGRAVE ROAD | PEPPER PIKE | OH | 44124 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| PLAYHOUSE SQUARE FOUNDATION | ||||||||
| 1501 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 44115 | N/A | PC | GENERAL & UNRESTRICTED | $8,500 | |
| PRINCETON UNIVERSITY | ||||||||
| 330 ALEXANDER STREET | PRINCETON | NJ | 08540 | N/A | PC | GENERAL & UNRESTRICTED | $10,000 | |
| RABBINICAL COLLEGE OF TELSHE INC | ||||||||
| 28400 EUCLID AVENUE | WICKLIFFE | OH | 44092 | N/A | PC | TELSHE YESHIVA | $500 | |
| ROCK AND ROLL HALL OF FAME AND MUSEUM INC | ||||||||
| 1100 ROCK AND ROLL BOULEVARD | CLEVELAND | OH | 44114 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| SERIOUSFUN CHILDREN'S NETWORK | ||||||||
| 228 SAUGATUCK AVENUE | WESTPORT | CT | 06880 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 | |
| SHINING STARS FOUNDATION | ||||||||
| PO BOX 730 | TABERNASH | CO | 80478 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| SHOES AND CLOTHES FOR KIDS INC | ||||||||
| 3500 LORAIN AVENUE STE 301 | CLEVELAND | OH | 44113 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| SHRINERS HOSPITALS FOR CHILDREN - CINCINNATI | ||||||||
| 3229 BURNET AVENUE | CINCINNATI | OH | 45229 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 | |
| SIMON WIESENTHAL CENTER | ||||||||
| 1399 S ROXBURY 2ND FLOOR | LOS ANGELES | CA | 90035 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 | |
| STANDWITHUS | ||||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| STATE POLICY NETWORK | ||||||||
| 1655 N FORT MYER DRIVE SUITE 360 | ARLINGTON | VA | 22209 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 | |
| STATE POLICY NETWORK | ||||||||
| 1655 N FORT MYER DRIVE SUITE 360 | ARLINGTON | VA | 22209 | N/A | PC | PUBLIC EMPLOYEE UNION PROJECTS | $2,500 | |
| TAX FOUNDATION | ||||||||
| 1325 G STREET NW STE 950 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| TEMPLE EMANU EL | ||||||||
| 4545 BRAINARD ROAD | ORANGE VILLAGE | OH | 44022 | N/A | PC | GENERAL & UNRESTRICTED | $27,650 | |
| TEMPLE EMANU EL | ||||||||
| 4545 BRAINARD ROAD | ORANGE VILLAGE | OH | 44022 | N/A | PC | BOOK OF MEMORY - IN MEMORY OF MARCY HORVITZ AND CALVIN KIRCHICK | $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 | SUPPLEMENT SAFETY AND SECURITY GRANT | $1,000 | |
| THE ASPEN INSTITUTE INC | ||||||||
| 1000 N 3RD ST | ASPEN | CO | 81611 | N/A | PC | GENERAL & UNRESTRICTED | $3,500 | |
| THE CLARION PROJECT | ||||||||
| 1856 N NOB HILL ROAD STE 210 | PLANTATION | FL | 33322 | N/A | PC | GENERAL & UNRESTRICTED | $10,000 | |
| THE CLEVELAND ANIMAL PROTECTIVE LEAGUE | ||||||||
| 1729 WILLEY AVENUE | CLEVELAND | OH | 44113 | N/A | PC | GENERAL & UNRESTRICTED | $1,500 | |
| THE FUND FOR AMERICAN STUDIES | ||||||||
| 1706 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| THE MUSICAL ARTS ASSOCIATION | ||||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL & UNRESTRICTED | $12,500 | |
| THE SALVATION ARMY - GREATER CLEVELAND | ||||||||
| PO BOX 6538 | CLEVELAND | OH | 44101 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| UNITED CEREBRAL PALSY ASSOCIATION OF GREATER CLEVELAND INC | ||||||||
| 10011 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| UNITED STATES ARTISTS | ||||||||
| 980 N MICHIGAN AVE SUITE 1300 | CHICAGO | IL | 60611 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||
| MIDWEST REGIONAL OFFICE PO BOX 1852 | HIGHLAND PARK | IL | 60035 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 | |
| UNITED WAY OF GREATER CLEVELAND | ||||||||
| 1331 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PC | GENERAL & UNRESTRICTED | $54,000 | |
| UNIVERSITY CIRCLE INCORPORATED | ||||||||
| 10831 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| 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 | HARRINGTON HEART & VASCULAR INSTITUTE | $180 | |
| UNIVERSITY HOSPITALS | ||||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | ROTHSTEIN CXO GIFT | $15,000 | |
| UNIVERSITY SCHOOL | ||||||||
| 2785 SOM CENTER ROAD | HUNTING VALLEY | OH | 44022 | N/A | PC | GENERAL & UNRESTRICTED | $25,000 | |
| VALLEY SAVE A PET INC | ||||||||
| PO BOX 39221 | SOLON | OH | 44139 | N/A | PC | GENERAL & UNRESTRICTED | $150 | |
| VOCATIONAL GUIDANCE SERVICES | ||||||||
| 2239 E 55TH STREET | CLEVELAND | OH | 44103 | N/A | PC | GENERAL & UNRESTRICTED | $150 | |
| WESTERN RESERVE HISTORICAL SOCIETY | ||||||||
| 10825 EAST BOULEVARD | CLEVELAND | OH | 44106 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| 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 | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,262,214 | 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 | $2,366 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,545 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,056,192 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,060,103 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,060,103 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RICHARD A HORVITZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 PALM AVENUE | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,380,257 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 77,716 SHARES OF ISHARES MSCI EMERGING MARKETS ETF | NoncashPropertyDesc |
| Fair Market Value | $3,380,257 | FairMarketValueAmt |
| Received | 2019-12-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,698 | Amt |
| Net Investment Income | $1,349 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,349 | 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 | $2,034,921 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE FEES | $80 | $40 | $40 |
| STATE REGISTRATION FEE | $200 | $0 | $200 |
| MISCELLANEOUS | $311 | $156 | $155 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Amt | $2,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE SERVICE FEES | CategoryTxt |
| Amt | $1,171 | Amt |
| Net Investment Income | $586 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $585 | DisbursementsCharitablePrpsAmt |
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