THE@RICHARD AND MARCY HORVITZ FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE@RICHARD AND MARCY HORVITZ FOUNDATION (EIN 31-1533634)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201711329349101371
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T10:53:51-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-10 | 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 | 2017-05-10 | IPDt |
| IP Tm | 16:57:07 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2476F0A66D113ED9BAF5488CF456FE179ABEC46B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2476F0A66D113ED9BAF5488CF456FE179ABEC46B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,822,843 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,115,957 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,960 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,960 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,792 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,792 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,299,723 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,398,989 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,299,723 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,420,432 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,304,475 | 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 | $2,280 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,140 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,140 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $46 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $656 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $228 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $428 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,982 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,368 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,568 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,663,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,663,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,666,682 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,368 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,665,268 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,753,750 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,303,107 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,875,471 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,612,529 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,612,529 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $191,316 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,185,314 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,185,314 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $25,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,000 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,091,787 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,822,843 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,822,843 | 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 | $2,091,787 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,822,843 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,091,787 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,822,843 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,091,787 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,822,843 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,091,787 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,753,750 | ExcessRevenueOverExpensesAmt |
| Other Increases | $977,306 | OtherIncreasesAmt |
| Subtotal | $4,822,843 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,822,843 | 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 |
|---|---|---|---|---|---|---|---|
| 6,250 SHARES OF EMC CORPORATION | D | 2015-12-23 | 2016-04-12 | $164,813 | $39,932 | $124,881 | $124,881 |
| 299.99 SHARES OF JOHNSON & JOHNSON | D | 2015-12-23 | 2016-04-12 | $32,658 | $1,355 | $31,303 | $31,303 |
| 18,950 SHARES OF VANGUARD TOTAL STOCK MARKET INDEX FUND ETF | D | 2014-12-22 | 2016-12-29 | $2,201,518 | $1,057,979 | $1,143,539 | $1,143,539 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,299,723 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,809,389 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,939,941 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.615451 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,911,709 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,091,368 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.751663 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,892,471 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,597,616 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.728541 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $346,873 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,086,506 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.112384 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $502,888 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $212,372 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.367958 | DistributionYr5Rt |
| Total Distribution | 5.575997 | TotalDistributionRt |
| Average Distribution | 1.115199 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,115,723 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,589,850 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,031 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,602,881 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,665,268 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,062 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,062 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,062 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $23 | TotalPaymentsAndCreditsAmt |
| Tax Due | $26,039 | 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 | 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 |
| PAUL A WILLIAMS | ||||||||
| 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 | $2,291,102 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,887,297 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,178,399 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,178,399 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,676 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,115,723 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $205,786 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $205,786 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,062 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,062 | TotalTaxAmt |
| Distributable Before Adj | $179,724 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $179,724 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $179,724 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,665,268 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,665,268 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,665,268 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $179,724 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $492,278 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $192,548 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,762,614 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,896,057 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,662,415 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,005,912 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,665,268 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $179,724 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,485,544 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,491,456 | 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 | $492,278 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,999,178 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $192,548 | ExcessFromYear4Amt |
| Excess From Year3 | $1,762,614 | ExcessFromYear3Amt |
| Excess From Year2 | $1,896,057 | ExcessFromYear2Amt |
| Excess From Year1 | $1,662,415 | ExcessFromYear1Amt |
| Excess From Current Year | $1,485,544 | 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 (170 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 | |
| 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 | $52,000 | |
| 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 | GALA | $8,000 | |
| ALLIANCE FOR SCHOOL CHOICE INC | ||||||||
| 1660 L STREET NW STE 1000 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| AMERICAN COUNCIL OF TRUSTEES AND ALUMNI | ||||||||
| 1726 M STREET NW STE 802 | 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 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 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 | |
| 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 | 44106 | 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 | $100 | 2802 |
| CHILDREN'S TUMOR FOUNDATION | ||||||||
| 95 PINE STREET 16TH FLOOR | NEW YORK | NY | 100051703 | N/A | PC | 2016 GALA RESEARCH AUCTION | $20,000 | |
| CHILDREN'S TUMOR FOUNDATION | ||||||||
| 95 PINE STREET 16TH FLOOR | NEW YORK | NY | 100051703 | N/A | PC | ANNUAL GALA | $50,000 | |
| CHILDREN'S TUMOR FOUNDATION | ||||||||
| 95 PINE STREET 16TH FLOOR | NEW YORK | NY | 100051703 | N/A | PC | DETROIT GALA | $50,000 | |
| CLARE BOOTHE LUCE POLICY INSTITUTE | ||||||||
| 112 ELDEN STREET SUITE P | HERNDON | VA | 20170 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| CLAREMONT INSTITUTE | ||||||||
| 1317 W FOOTHILL BLVD STE 120 | UPLAND | CA | 91786 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| CLEVELAND CLINIC FOUNDATION | ||||||||
| 9500 EUCLID AVENUE DV2 | CLEVELAND | OH | 44195 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 | |
| CLEVELAND 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 | GENERAL & UNRESTRICTED | $3,000 | |
| 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 PUBLIC THEATRE INC | ||||||||
| 6415 DETROIT AVENUE | CLEVELAND | OH | 44102 | N/A | PC | JOAN HORVITZ'S FELLOWSHIP | $1,000 | |
| CLEVELAND ZOOLOGICAL SOCIETY | ||||||||
| PO BOX 609281 | CLEVELAND | OH | 44109 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| 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 | |
| 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 | |
| CUPID CHARITIES | ||||||||
| 1100 NORTH GLEBE ROAD SUITE 1010 | ARLINGTON | VA | 22201 | N/A | PC | CUPID'S UNDIE RUN | $35,000 | |
| 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 | |
| DOGS UNLIMITED RESCUE | ||||||||
| 23205 MERCANTILE ROAD | BEACHWOOD | OH | 44122 | N/A | PC | SUPPORT FOR THE MUTTSQUERADE BALL | $200 | |
| 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 | |
| EDCHOICE | ||||||||
| 111 MONUMENT CIRCLE SUITE 2650 | INDIANAPOLIS | IN | 46204 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| FACTS AND LOGIC ABOUT THE MIDDLE EAST INC | ||||||||
| PO BOX 590359 | SAN FRANCISCO | CA | 94159 | 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 | $15,000 | |
| FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION INC | ||||||||
| 601 WALNUT STREET SUITE 510 | 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 | SCHOLARSHIPS | $8,000 | |
| FRIENDSHIP CIRCLE OF CLEVELAND | ||||||||
| 1980 S GREEN ROAD | SOUTH EUCLID | OH | 44121 | N/A | PC | TRIBUTE RECEPTION | $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 | |
| 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 | $5,000 | |
| 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 | ||||||||
| 10024 SKOKIE BLVD STE 201 | SKOKIE | IL | 60077 | N/A | PC | GENERAL & UNRESTRICTED | $150 | |
| HOPEWELL | ||||||||
| 9637 STATE ROUTE 534 | MESOPOTAMIA | OH | 44439 | N/A | PC | GENERAL & UNRESTRICTED | $200 | |
| HOSPICE OF THE CLEVELAND CLINIC | ||||||||
| 6801 BRECKSVILLE ROAD NO 10 | CLEVELAND | OH | 44131 | N/A | PC | IN MEMORY OF HALL LEUCHTAG | $180 | |
| 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 | |
| IDEASTREAM WVIZ AND WCPN | ||||||||
| 1375 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PC | GENERAL & UNRESTRICTED | $600 | |
| 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 | $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 | $5,000 | |
| 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 FAMILY SERVICE ASSOCIATION | ||||||||
| 3659 GREEN ROAD STE 322 | BEACHWOOD | OH | 44122 | N/A | PC | HOLOCAUST SURVIVORS FUND | $25,000 | |
| JEWISH FAMILY SERVICE ASSOCIATION | ||||||||
| 3659 GREEN ROAD SUITE 322 | BEACHWOOD | OH | 44122 | N/A | PC | ROSH HASHANAH BASKETS | $250 | |
| JEWISH FEDERATION OF CLEVELAND | ||||||||
| 1750 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PC | GENERAL & UNRESTRICTED | $360,000 | |
| 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 | IN HONOR OF MARGARET & LARRY SINGERMAN | $2,500 | |
| JEWISH SACRED SOCIETY OF CLEVELAND CHEVRA KADISHA | ||||||||
| 3504 BENDEMEER ROAD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PC | GENERAL & UNRESTRICTED | $180 | |
| LAKEVIEW CEMETERY FOUNDATION | ||||||||
| 12316 EUCLID AVENUE | CLEVELAND | OH | 441064393 | N/A | PC | GENERAL & UNRESTRICTED | $1,800 | |
| LIFEACT | ||||||||
| 29425 CHAGRIN BOULEVARD SUITE 203 | CLEVELAND | OH | 44122 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| 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 | ||||||||
| 10495 SANTA MONICA BLVD STE 100 | LOS ANGELES | CA | 90025 | 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 | |
| MUSEUM OF CONTEMPORARY ART CLEVELAND | ||||||||
| 8501 CARNEGIE AVENUE | CLEVELAND | OH | 44106 | N/A | PC | SPONSORSHIP OF EXHIBITION, NEVET YITZHAK: OF THE RULING CLASS | $2,000 | |
| NATIONAL ASSOCIATION OF SCHOLARS | ||||||||
| ONE AIRPORT PLACE STE 7-8 | PRINCETON | NJ | 08540 | 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 | |
| NEGEV FOUNDATION | ||||||||
| 2121 S GREEN ROAD STE 210 | SOUTH EUCLID | OH | 44121 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| 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 ART CENTER | ||||||||
| 31500 CHAGRIN BOULEVARD | PEPPER PIKE | OH | 44124 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| ORANGE SCHOOL BOOSTERS CLUB INC | ||||||||
| 2753 BELGRAVE ROAD | PEPPER PIKE | OH | 44124 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| ORT AMERICA INC | ||||||||
| 24100 CHAGRIN BOULEVARD SUITE 300 | BEACHWOOD | OH | 44122 | N/A | PC | GENERAL & UNRESTRICTED | $750 | |
| 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 | |
| SERVICES FOR INDEPENDENT LIVING | ||||||||
| 25100 EUCLID AVENUE STE 105 | CLEVELAND | OH | 44117 | N/A | PC | GENERAL & UNRESTRICTED | $150 | |
| 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 | 44114 | 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 | |
| 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 | $26,860 | |
| TEMPLE EMANU EL | ||||||||
| 4545 BRAINARD ROAD | ORANGE VILLAGE | OH | 44022 | N/A | PC | SECURE OUR HOME CAPITAL CAMPAIGN PLEDGE | $50,000 | |
| THE AGNON SCHOOL | ||||||||
| 26500 SHAKER BLVD | BEACHWOOD | OH | 44122 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 | |
| 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 CLARION PROJECT | ||||||||
| 1856 N NOB HILL ROAD STE 210 | PLANTATION | FL | 33322 | N/A | PC | FUND OPERATIONS | $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 | |
| THE UNIVERSITY OF CHICAGO | ||||||||
| 5235 SOUTH HARPER COURT | CHICAGO | IL | 60615 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| 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 | $44,000 | |
| UNIVERSITY CIRCLE INCORPORATED | ||||||||
| 10831 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| UNIVERSITY HOSPITALS | ||||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | SEIDMAN CANCER CENTER GI SPORE GRANT | $200,000 | |
| UNIVERSITY HOSPITALS | ||||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | ROTHSTEIN CXO GIFT | $30,000 | |
| UNIVERSITY SCHOOL | ||||||||
| 2785 SOM CENTER ROAD | HUNTING VALLEY | OH | 44022 | N/A | PC | GENERAL & UNRESTRICTED | $25,000 | |
| UNIVERSITY SCHOOL | ||||||||
| 2785 SOM CENTER ROAD | HUNTING VALLEY | OH | 44022 | N/A | PC | HV CLASSROOM WING/HORVITZ BOARDROOM | $400,000 | |
| 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 | $1,663,700 | 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 | $2,960 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,792 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,299,723 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,304,475 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,304,475 | 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 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 | $2,115,957 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 37,900 SHARES OF VANGUARD TOTAL STOCK MARKET INDEX FUND ETF | NoncashPropertyDesc |
| Fair Market Value | $2,115,957 | FairMarketValueAmt |
| Received | 2016-12-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,280 | Amt |
| Net Investment Income | $1,140 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,140 | 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 (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 6,250 SHARES OF EMC CORPORATION | $0 | $0 |
| 300 SHARES OF JOHNSON & JOHNSON | $0 | $0 |
| 18,950 SHARES OF VANGUARD TOTAL STOCK MARKET INDEX FUND ETF | $2,185,314 | $2,185,314 |
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 | $456 | $228 | $228 |
| 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 | $977,306 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $46 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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