THE@RICHARD AND MARCY HORVITZ FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE@RICHARD AND MARCY HORVITZ FOUNDATION (EIN 31-1533634)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201831359349103248
- Schema version
- 2017v2.2
- 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
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T14:51:40-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 6095 PARKLAND BLVD NO 300 | AddressLine1Txt |
| City | MAYFIELD HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD HORVITZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4409955200 | PhoneNum |
| Signature | 2018-05-15 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,124,299 | 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 | $285,217 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,736 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,736 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $44,524 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,524 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $236,297 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $285,151 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $236,297 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $569,774 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $284,557 | 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 | $2,466 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,233 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,233 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,648 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,324 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,324 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,789 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $323 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $62 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $261 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,226 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,619 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,818 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,409,177 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,409,177 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,447,403 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,619 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,414,995 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,877,629 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $278,938 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,612,529 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $498,411 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $498,411 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,185,314 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,600,888 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,600,888 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $25,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,000 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,822,843 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,124,299 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,124,299 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $4,822,843 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,124,299 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,822,843 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,124,299 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,822,843 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,124,299 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,822,843 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,877,629 | ExcessRevenueOverExpensesAmt |
| Other Increases | $179,210 | OtherIncreasesAmt |
| Subtotal | $3,124,424 | SubtotalAmt |
| Other Decreases | $125 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,124,299 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,750 SHARES OF BEL FUSE INC. | D | 2017-12-17 | 2017-12-27 | $45,587 | $8,242 | $37,345 | $37,345 |
| 500 SHARES OF BERKSHIRE HATHAWAY INC. | D | 2017-12-17 | 2017-12-27 | $98,689 | $37,875 | $60,814 | $60,814 |
| 1,000 SHARES OF JOHNSON & JOHNSON | D | 2015-12-23 | 2017-12-27 | $140,875 | $2,737 | $138,138 | $138,138 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $236,297 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,665,268 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,115,723 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.404611 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,809,389 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,939,941 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.615451 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,911,709 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,091,368 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.751663 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,892,471 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,597,616 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.728541 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $346,873 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,086,506 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.112384 | DistributionYr5Rt |
| Total Distribution | 3.612650 | TotalDistributionRt |
| Average Distribution | 0.722530 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,460,469 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,222,823 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,789 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,225,612 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,414,995 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,579 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,579 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,579 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $750 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $750 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $4,833 | 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 | Yes (1) | 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 | 6095 PARKLAND BLVD | AddressLine1Txt |
| City | MAYFIELD HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | 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 |
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 | ||||||||
| 6095 PARKLAND BLVD SUITE 300 | MAYFIELD HEIGHTS | OH | 44124 | PRESIDENT/TRUSTEE | 1.00 | $0 | $0 | $0 |
| ERICA HARTMAN-HORVITZ | ||||||||
| 6095 PARKLAND BLVD SUITE 300 | MAYFIELD HEIGHTS | OH | 44124 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DIANE O MALARIK | ||||||||
| 6095 PARKLAND BLVD SUITE 300 | MAYFIELD HEIGHTS | OH | 44124 | TREASURER | 1.00 | $0 | $0 | $0 |
| STEVEN L NUTT | ||||||||
| 6095 PARKLAND BLVD SUITE 300 | MAYFIELD HEIGHTS | OH | 44124 | 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 | $2,426,439 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,101,956 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,528,395 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,528,395 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,926 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,460,469 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $223,023 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $223,023 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,579 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,579 | TotalTaxAmt |
| Distributable Before Adj | $217,444 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $217,444 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $217,444 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,414,995 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,414,995 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,414,995 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $217,444 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $192,548 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,762,614 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,896,057 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,662,415 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,485,544 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,999,178 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,414,995 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $217,444 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,197,551 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,196,729 | 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 | $192,548 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,004,181 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,762,614 | ExcessFromYear4Amt |
| Excess From Year3 | $1,896,057 | ExcessFromYear3Amt |
| Excess From Year2 | $1,662,415 | ExcessFromYear2Amt |
| Excess From Year1 | $1,485,544 | ExcessFromYear1Amt |
| Excess From Current Year | $2,197,551 | 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 (191 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCESS ROARING FORK | ||||||||
| PO BOX 819 | CARBONDALE | CO | 81623 | N/A | PC | BOOST CAMP PROGRAM | $5,000 | |
| ACCURACY IN MEDIA | ||||||||
| 4455 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20008 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| ACHIEVEMENT CENTERS FOR CHILDREN | ||||||||
| 4255 NORTHFIELD ROAD | HIGHLAND HILLS | OH | 44128 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| ACT FOR AMERICA | ||||||||
| 1300 PENNSYLVANIA AVE NW STE 190 | WASHINGTON | DC | 20004 | N/A | PC | GENERAL & UNRESTRICTED | $100 | 614 |
| AFRICAN WILDLIFE FOUNDATION | ||||||||
| 1400 SIXTEENTH STREET NW STE 120 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| 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 | |
| AISH HATORAH | ||||||||
| 14077 CEDAR ROAD 7 | SOUTH EUCLID | OH | 44118 | N/A | PC | GENERAL & UNRESTRICTED | $8,000 | |
| 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 | $1,500 | |
| AMERICAN FEDERATION FOR CHILDREN INC | ||||||||
| 1020 19TH ST NW STE 675 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | ||||||||
| 500 FIFTH AVENUE STE 2540 | NEW YORK | NY | 10110 | N/A | PC | GENERAL & UNRESTRICTED | $3,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 165 E 56TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| AMERICAN RED CROSS | ||||||||
| PO BOX 37839 | BOONE | IA | 500370839 | N/A | PC | HURRICANE HARVEY DISASTER RELIEF | $1,000 | |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||||
| 424 E 92ND STREET | NEW YORK | NY | 101286804 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| AMERICARES FOUNDATION INC | ||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| 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 CAMP SCHOOL FOR THE DEAF INC | ||||||||
| 4862 SNOWMASS CREEK ROAD | SNOWMASS | CO | 81654 | N/A | PC | GENERAL & UNRESTRICTED | $1,250 | |
| ASPEN COMMUNITY FOUNDATION | ||||||||
| 110 EAST HALLAM STREET SUITE 126 | ASPEN | CO | 81611 | 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 | |
| BEECH BROOK | ||||||||
| 3737 LANDER ROAD | PEPPER PIKE | OH | 44124 | N/A | PC | GENERAL & UNRESTRICTED | $150 | |
| BELLEFAIRE JEWISH CHILDRENS BUREAU | ||||||||
| 22001 FAIRMOUNT BLVD | SHAKER HEIGHTS | OH | 44118 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| BNAI VAIL CONGREGATION INC | ||||||||
| 19 VAIL ROAD | VAIL | CO | 81657 | N/A | PC | GENERAL & UNRESTRICTED | $1,800 | |
| BUCKEYE INSTITUTE FOR PUBLIC POLICY | ||||||||
| 88 E BROAD STREET STE 1120 | COLUMBUS | OH | 43215 | N/A | PC | GENERAL & UNRESTRICTED | $150 | |
| CASE COMPREHENSIVE CANCER CENTER | ||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 441064923 | 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 | $2,250 | |
| CENTER FOR JEWISH LIFE - HILLEL AT PRINCETON UNIVERSITY | ||||||||
| 70 WASHINGTON ROAD | PRINCETON | NJ | 08540 | N/A | PC | GENERAL & UNRESTRICTED | $1,800 | |
| CHAGRIN FALLS SUBURBAN VOLUNTEER FIREMENS ASSOCIATION | ||||||||
| 21 W WASHINGTON STREET | CHAGRIN FALLS | OH | 44022 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| 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 | $100 | 2802 |
| CHILDREN'S TUMOR FOUNDATION | ||||||||
| 95 PINE STREET 16TH FLOOR | NEW YORK | NY | 100051703 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| CHILDREN'S TUMOR FOUNDATION | ||||||||
| 95 PINE STREET 16TH FLOOR | NEW YORK | NY | 100051703 | N/A | PC | GENERAL & UNRESTRICTED | $50,000 | |
| CHILDREN'S TUMOR FOUNDATION | ||||||||
| 95 PINE STREET 16TH FLOOR | NEW YORK | NY | 100051703 | N/A | PC | GALA RESEARCH AUCTION | $50,000 | |
| CHILDREN'S TUMOR FOUNDATION | ||||||||
| 95 PINE STREET 16TH FLOOR | NEW YORK | NY | 100051703 | N/A | PC | BOARD GIFT MATCH | $125,574 | |
| CHILDREN'S TUMOR FOUNDATION | ||||||||
| 95 PINE STREET 16TH FLOOR | NEW YORK | NY | 100051703 | N/A | PC | SCHWANNOMATOSIS SYNODOS PROJECT | $333,333 | |
| 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 | $150 | |
| 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 | $3,500 | |
| CLEVELAND INTERNATIONAL PIANO COMPETITION | ||||||||
| 20600 CHAGRIN BLVD STE 1110 | SHAKER HEIGHTS | OH | 44122 | N/A | PC | GENERAL & UNRESTRICTED | $3,500 | |
| CLEVELAND MUSEUM OF ART | ||||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 44106 | N/A | PC | PRINT CLUB | $3,375 | |
| CLEVELAND MUSEUM OF NATURAL HISTORY | ||||||||
| 1 WADE OVAL DRIVE UNIVERSITY CIRCLE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| CLEVELAND ORCHESTRA MIAMI RESIDENCY | ||||||||
| 1444 BISCAYNE BOULEVARD SUITE 302 | 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 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 | $100 | |
| COMMUNITY FOUNDATION OF GREATER MEMPHIS | ||||||||
| 1900 UNION AVENUE | MEMPHIS | TN | 38104 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| 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 | |
| COPPERLEAF GOLF CLUB FOUNDATION INC | ||||||||
| 23101 COPPERLEAF BLVD | BONITA SPRINGS | FL | 34135 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| CROHNS & COLITIS FOUNDATION | ||||||||
| 4700 ROCKSIDE ROAD 425 | INDEPENDENCE | OH | 44131 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| DAVID HOROWITZ FREEDOM CENTER | ||||||||
| 14148 MAGNOLIA BLVD STE 103 | SHERMAN OAKS | CA | 91423 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| 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 | $100 | |
| 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 | $410,000 | |
| DUKE UNIVERSITY OF LAW SCHOOL | ||||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | BRODHEAD SCHOLARSHIP | $1,000 | |
| DUKE UNIVERSITY OF LAW SCHOOL | ||||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PC | FACULTY EXCELLENCE | $50,000 | |
| 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 | |
| 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 | ||||||||
| 6009 LANDERHAVEN DRIVE | MAYFIELD HEIGHTS | OH | 44124 | 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 | ||||||||
| 1726 M STREET NW SUITE 700 | 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 | $100 | |
| 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 | GOLANI BRIGADE LEISURE CORNERS' PROJECT | $500 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| PO BOX 999 | WALLED LAKE | MI | 48390 | N/A | PC | SCHOLARSHIPS | $8,000 | |
| FRIENDSHIP CIRCLE OF CLEVELAND | ||||||||
| 1980 S GREEN ROAD | SOUTH EUCLID | OH | 44121 | N/A | PC | TRIBUTE RECEPTION | $500 | |
| FRONT EXHIBITION COMPANY | ||||||||
| 1460 WEST 29TH STREET | CLEVELAND | OH | 44113 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 | |
| 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 | |
| FUNDING ARTS BROWARD INC | ||||||||
| 401 E LAS OLAS BOULEVARD SUITE 2200 | FT LAUDERDALE | FL | 33301 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| GEAUGA COUNTY HUMANE SOCIETY | ||||||||
| 15463 CHILLICOTHE ROAD | NOVELTY | OH | 44072 | N/A | PC | RESCUE VILLAGE | $200 | |
| GORILLA FOUNDATION | ||||||||
| 1733 WOODSIDE ROAD STE 330 | REDWOOD CITY | CA | 94061 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| GOTTESMAN RTW ACADEMY | ||||||||
| 146 DOVER CHESTER ROAD | RANDOLPH | NJ | 07869 | N/A | PC | GENERAL & UNRESTRICTED | $180 | |
| 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 | $5,500 | |
| 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 | $2,500 | |
| HONEST REPORTING | ||||||||
| 165 E 56TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL & UNRESTRICTED | $150 | |
| 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 | $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 | $1,400 | |
| 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 | |
| INMOTION | ||||||||
| 4829 GALAXY PARKWAY STE M | WARRENSVILLE HEIGHTS | OH | 44128 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 N GLEBE ROAD STE 900 | ARLINGTON | VA | 22203 | N/A | PC | GENERAL & UNRESTRICTED | $1,500 | |
| INTERMUSEUM CONSERVATION ASSOCIATION | ||||||||
| 2915 DETROIT AVE | CLEVELAND | OH | 44113 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS | ||||||||
| PO BOX 96105 | WASHINGTON | DC | 20090 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| INVESTIGATIVE PROJECT ON TERRORISM FOUNDATION | ||||||||
| 5505 CONNECTICUT AVENUE NW STE 341 | WASHINGTON | DC | 20015 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 | |
| ISRAEL PROJECT INC | ||||||||
| 1901 PENNSYLVANIA AVE NW STE 600 | WASHINGTON | DC | 20006 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| 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 | ||||||||
| 1750 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PC | CLEVELAND ISRAEL ART CONNECTION PROGRAM | $5,000 | |
| JEWISH FEDERATION OF CLEVELAND | ||||||||
| 1750 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PC | GENERAL & UNRESTRICTED | $378,180 | |
| JEWISH FEDERATION OF CLEVELAND | ||||||||
| 1750 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PC | UPKEEP AND PRESERVATION OF JEWISH CEMETERIES IN CLEVELAND, OH | $25,000 | |
| JEWISH FOUNDATION FOR THE RIGHTEOUS INC | ||||||||
| 305 7TH AVENUE 19TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS | ||||||||
| 1101 14TH STREET NW STE 1110 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| JEWISH NATIONAL FUND | ||||||||
| 60 REVERE DRIVE SUITE 725 | NORTHBROOK | IL | 60062 | N/A | PC | GENERAL & UNRESTRICTED | $1,200 | |
| JEWISH RELIEF SOCIETY | ||||||||
| PO BOX 39683 | SOLON | OH | 44139 | 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 | $10,000 | |
| LAKEVIEW CEMETERY FOUNDATION | ||||||||
| 12316 EUCLID AVENUE | CLEVELAND | OH | 441064393 | N/A | PC | GENERAL & UNRESTRICTED | $1,800 | |
| LEADERSHIP INSTITUTE | ||||||||
| 1101 N HIGHLAND ST | ARLINGTON | VA | 22201 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| LEGAL AID SOCIETY OF CLEVELAND | ||||||||
| 1223 WEST SIXTH STREET | CLEVELAND | OH | 44113 | N/A | PC | GENERAL & UNRESTRICTED | $350 | |
| MALTZ MUSEUM OF JEWISH HERITAGE | ||||||||
| 2929 RICHMOND ROAD | BEACHWOOD | OH | 44122 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH INC | ||||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| MAZON A JEWISH RESPONSE TO HUNGER | ||||||||
| 10850 WILSHIRE BLVD STE 400 | LOS ANGELES | CA | 90024 | N/A | PC | GENERAL & UNRESTRICTED | $180 | |
| MEDIA RESEARCH CENTER INC | ||||||||
| 325 S PATRICK STREET | ALEXANDRIA | VA | 22314 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| MEDWISH INTERNATIONAL | ||||||||
| 17325 EUCLID AVENUE | CLEVELAND | OH | 44112 | 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 | $100 | |
| MORELAND HILLS POLICE & EMPLOYEES FOUNDATION | ||||||||
| 4350 SOM CENTER ROAD | MORELAND HILLS | OH | 44022 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| 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 | |
| MUSEUM OF CONTEMPORARY ART CLEVELAND | ||||||||
| 8501 CARNEGIE AVENUE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 | |
| NATIONAL ASSOCIATION OF SCHOLARS | ||||||||
| 8 W 38TH STREET STE 503 | NEW YORK | NY | 10018 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| NATIONAL LEGAL & POLICY CENTER | ||||||||
| 107 PARK WASHINGTON COURT | FALLS CHURCH | VA | 22046 | N/A | PC | GENERAL & UNRESTRICTED | $750 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 6155 ROCKSIDE ROAD SUITE 202 | INDEPENDENCE | OH | 44131 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| NATIONAL WORLD WAR II MUSEUM INC | ||||||||
| PO BOX 97336 | WASHINGTON | DC | 200907336 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| NEGEV FOUNDATION | ||||||||
| 2121 S GREEN ROAD STE 210 | SOUTH EUCLID | OH | 44121 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| NEGEV FOUNDATION | ||||||||
| 2121 S GREEN ROAD STE 210 | SOUTH EUCLID | OH | 44121 | N/A | PC | OHIO HOUSE MISSION TO ISRAEL | $250 | |
| NF FORWARD | ||||||||
| 1074 WOODWARD AVENUE | DETROIT | MI | 48226 | N/A | PC | COMMITTED TO A CURE RESEARCH | $5,000 | |
| 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 | $150 | |
| NORTHEAST OHIO SPCA INC | ||||||||
| 9555 BROOKPARK ROAD | WESTLAKE | OH | 44129 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| 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 | |
| PEACEFUL VALLEY DONKEY RESCUE | ||||||||
| PO BOX 5741 | SAN ANGELO | TX | 769025741 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| PETFIX NORTHEAST OHIO INC | ||||||||
| PO BOX 23321 | CHAGRIN FALLS | OH | 44023 | 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 | GENERAL & UNRESTRICTED | $500 | |
| REASON FOUNDATION | ||||||||
| 3415 S SEPULVEDA BOULEVARD | LOS ANGELES | CA | 90034 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| ROCK AND ROLL HALL OF FAME AND MUSEUM INC | ||||||||
| 1100 ROCK AND ROLL BOULEVARD | CLEVELAND | OH | 441141022 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| SERIOUSFUN CHILDREN'S NETWORK | ||||||||
| 228 SAUGATUCK AVENUE | WESTPORT | CT | 06880 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 | |
| SERVICES FOR INDEPENDENT LIVING | ||||||||
| 25100 EUCLID AVENUE STE 105 | CLEVELAND | OH | 44117 | N/A | PC | GENERAL & UNRESTRICTED | $150 | |
| SHAKER SCHOOLS FOUNDATION | ||||||||
| 15600 PARKLAND DRIVE | SHAKER HEIGHTS | OH | 44120 | N/A | PC | PETER'S GARDEN FUND | $100 | |
| 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 | |
| SIMON WIESENTHAL CENTER | ||||||||
| 1399 S ROXBURY 2ND FLOOR | LOS ANGELES | CA | 90035 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| SNOWMASS-WILDCAT FIRE PROTECTION DISTRICT | ||||||||
| 5275 OWL CREEK ROAD | SNOWMASS VILLAGE | CO | 81615 | N/A | GOV | GENERAL & UNRESTRICTED | $200 | |
| STANDWITHUS | ||||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | N/A | PC | FUND OPERATIONS | $250 | |
| STATE POLICY NETWORK | ||||||||
| 1655 N FORT MYER DRIVE SUITE 360 | ARLINGTON | VA | 22209 | N/A | PC | GENERAL & UNRESTRICTED | $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 | $26,905 | |
| 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 | SECURE OUR HOME CAPITAL CAMPAIGN PLEDGE | $50,000 | |
| THE ASPEN INSTITUTE INC | ||||||||
| 1000 N 3RD ST | ASPEN | CO | 81611 | N/A | PC | GENERAL & UNRESTRICTED | $3,500 | |
| THE BOGGY CREEK GANG INC | ||||||||
| 30500 BRANTLEY BRANCH ROAD | EUSTIS | FL | 32736 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| THE BRIGHAM & WOMENS HOSPITAL INC | ||||||||
| 116 HUNTINGTON AVENUE 5TH FL | BOSTON | MA | 02116 | N/A | PC | THE MASTER CLINICIAN'S PROGRAM | $20,000 | |
| 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 | |
| TIGER HAVEN | ||||||||
| PO BOX 8669 | TOPEKA | KS | 66608 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| UNITED CEREBRAL PALSY ASSOCIATION OF GREATER CLEVELAND INC | ||||||||
| 10011 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||
| MIDWEST REGIONAL OFFICE PO BOX 1852 | HIGHLAND PARK | IL | 600357852 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 | |
| UNITED WAY OF GREATER CLEVELAND | ||||||||
| 1331 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PC | GENERAL & UNRESTRICTED | $45,000 | |
| 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 | REED KLEINMAN FUND FOR CANCER RESEARCH | $360 | |
| UNIVERSITY HOSPITALS | ||||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | GI SPORE GRANT SUPPLEMENTATION | $100,000 | |
| UNIVERSITY HOSPITALS | ||||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | ROTHSTEIN CXO GIFT | $15,000 | |
| UNIVERSITY OF WASHINGTON SCHOOL OF LAW FOUNDATION | ||||||||
| 4000 15TH AVENUE NE 231 | SEATTLE | WA | 98195 | N/A | PC | MARTIN E. LYBECKER ENDOWED SCHOLARSHIP FUND | $180 | |
| UNIVERSITY SCHOOL | ||||||||
| 2785 SOM CENTER ROAD | HUNTING VALLEY | OH | 44022 | N/A | PC | GENERAL & UNRESTRICTED | $26,000 | |
| 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 | 441034451 | 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 | ||||||||
| 4 E 34TH STREET | NEW YORK | NY | 10016 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,409,177 | 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 | $3,736 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,524 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $236,297 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $284,557 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $284,557 | 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 | ERICA HARTMAN-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 | $285,217 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,750 SHARES OF BEL FUSE INC. | $45,382 | 2017-12-22 |
| 1 | 500 SHARES OF BERKSHIRE HATHAWAY INC. | $99,140 | 2017-12-22 |
| 1 | 1,000 SHARES OF JOHNSON & JOHNSON | $140,695 | 2017-12-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,466 | Amt |
| Net Investment Income | $1,233 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,233 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 18,950 SHARES OF VANGUARD TOTAL STOCK MARKET INDEX FUND ETF | StockNm |
| EOY Book Value | $2,600,888 | EOYBookValueAmt |
| EOYFMV | $2,600,888 | EOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THIS STATEMENT IS SUBMITTED TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS DURING THE ABOVE-REFERENCED YEAR. THE DISTRIBUTIONS RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN ACCORDANCE WITH TREASURY REGULATION SECTION 1.6043-3(A)(1) AND THE FORM 990-PF INSTRUCTIONS: DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2017, RICHARD HORVITZ AND ERICA HARTMAN-HORVITZ FOUNDATION (THE "FOUNDATION") MADE DISTRIBUTIONS FROM ASSETS FROM SOURCES OTHER THAN CURRENT INCOME. COLLECTIVELY, THE DISTRIBUTIONS IN EXCESS OF CURRENT INCOME TOTALED $2,075,766. THIS AMOUNT REPRESENTS OVER 25% OF THE FOUNDATION'S NET ASSETS OF $4,822,843 (AS MEASURED BY FAIR MARKET VALUE) AT THE BEGINNING OF THE FOUNDATION'S TAXABLE YEAR ENDING DECEMBER 31, 2017. ALTHOUGH THE FOUNDATION TECHNICALLY EXPERIENCED A "SUBSTANTIAL CONTRACTION," IT WILL CONTINUE IN EXISTENCE AND HAS NO PLANS FOR DISSOLUTION. THE FOUNDATION MADE DISTRIBUTIONS OF CASH TO THE GRANTEES LISTED IN THE ATTACHMENT TO PART XV, LINE 3A; EACH SUCH GRANT WAS MADE SOLELY FOR THE CHARITABLE PURPOSE SPECIFIED THEREIN. | ExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSE | Desc |
| Amt | $125 | 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 | $123 | $62 | $61 |
| STATE REGISTRATION FEE | $200 | $0 | $200 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $179,210 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE SERVICE FEES | CategoryTxt |
| Amt | $8,648 | Amt |
| Net Investment Income | $4,324 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,324 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $26,789 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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