THE@RICHARD AND MARCY HORVITZ FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE@RICHARD AND MARCY HORVITZ FOUNDATION (EIN 31-1533634)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-08
- IRS object ID
- 201401289349100205
- Schema version
- 2013v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-08T08:23:03-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 RICHMOND ROAD SUITE 170 | AddressLine1 |
| City | BEACHWOOD | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | ERICA HARTMAN-HORVITZ FOUNDATION | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | MAYFIELD HEIGHTS | City |
| State | OH | State |
| ZIP Code | 44124 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD HORVITZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4409955200 | PhoneNum |
| Signature | 2014-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM A WORTZMAN CPA | PreparerPersonNm |
| PTIN | P00161084 | PTIN |
| Phone | 2164640001 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,014,573 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,997 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,997 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,997 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,997 | 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 | $2,373 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,187 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,186 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,176 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,588 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,588 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $278 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $239 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,827 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,814 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,013 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,889,458 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,889,458 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,895,285 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,814 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,892,471 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,891,288 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,183 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,880,861 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $989,573 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $989,573 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $25,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,000 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,905,861 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,014,573 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,014,573 | 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 | $2,905,861 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,014,573 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,905,861 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,014,573 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,905,861 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,014,573 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,905,861 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,891,288 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,014,573 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,014,573 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| $5,000 BOND - STATE OF ISRAEL | P | 2003-10-01 | 2013-10-04 | $5,000 | $5,000 | $0 | $0 |
| $5,000 BOND - STATE OF ISRAEL | P | 2003-10-01 | 2013-10-04 | $5,000 | $5,000 | $0 | $0 |
| $5,000 BOND - STATE OF ISRAEL | P | 2003-10-01 | 2013-10-04 | $5,000 | $5,000 | $0 | $0 |
| $5,000 BOND - STATE OF ISRAEL | P | 2003-10-01 | 2013-10-04 | $5,000 | $5,000 | $0 | $0 |
| $5,000 BOND - STATE OF ISRAEL | P | 2003-10-01 | 2013-10-04 | $5,000 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $346,873 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,086,506 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.112384 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $502,888 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $212,372 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.367958 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,700,984 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $97,968 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 17.362649 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,506,698 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $505,456 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.980869 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $999,961 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $322,248 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.103079 | DistributionYr5Rt |
| Total Distribution | 25.926939 | TotalDistributionRt |
| Average Distribution | 5.185388 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,597,616 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,469,647 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,469,659 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,892,471 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $71 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $71 | TotalPaymentsAndCreditsAmt |
| Overpayment | $47 | OverpaymentAmt |
| Applied To ES Tax | $47 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | MAYFIELD HEIGHTS | City |
| State | OH | State |
| ZIP Code | 44124 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $25,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,612,174 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,637,174 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,637,174 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,558 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,597,616 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $129,881 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $129,881 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24 | TotalTaxAmt |
| Distributable Before Adj | $129,857 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $129,857 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $129,857 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,892,471 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,892,471 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,892,471 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $129,857 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $983,889 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,481,457 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,696,094 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $492,278 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $192,548 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,846,266 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,892,471 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $129,857 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,762,614 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,608,880 | 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 | $983,889 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,624,991 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,481,457 | ExcessFromYear4Amt |
| Excess From Year3 | $1,696,094 | ExcessFromYear3Amt |
| Excess From Year2 | $492,278 | ExcessFromYear2Amt |
| Excess From Year1 | $192,548 | ExcessFromYear1Amt |
| Excess From Current Year | $1,762,614 | 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 (185 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ACCESS ROARING FORK | ||||||||
| PO BOX 819 | CARBONDALE | CO | 81623 | N/A | PUBLIC | BOOST CAMP PROGRAM | $6,500 | |
| ACCURACY IN MEDIA | ||||||||
| 4455 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20008 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $75 | |
| ACHIEVEMENT CENTERS FOR CHILDREN | ||||||||
| 4255 NORTHFIELD ROAD | HIGHLAND HILLS | OH | 44128 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $250 | |
| AFRICAN WILDLIFE FOUNDATION | ||||||||
| 1400 SIXTEENTH STREET NW STE 120 | WASHINGTON | DC | 20036 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |
| AISH HATORAH | ||||||||
| 14077 CEDAR ROAD 7 | SOUTH EUCLID | OH | 44118 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $50,000 | |
| AISH HATORAH | ||||||||
| 14077 CEDAR ROAD 7 | SOUTH EUCLID | OH | 44118 | N/A | PUBLIC | HASBORA FELLOWSHIP PROGRAM | $35,000 | |
| ALLIANCE FOR SCHOOL CHOICE INC | ||||||||
| 1660 L STREET NW STE 1000 | WASHINGTON | DC | 20036 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,000 | |
| AMERICAN COUNCIL OF TRUSTEES AND ALUMNI | ||||||||
| 1726 M STREET NW STE 802 | WASHINGTON | DC | 20036 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |
| AMERICAN ENTERPRISE INSTITUTE | ||||||||
| 1150 17TH STREET NW | WASHINGTON | DC | 20036 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,500 | |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | ||||||||
| 500 FIFTH AVENUE STE 2540 | NEW YORK | NY | 10110 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $3,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 165 E 56TH STREET | NEW YORK | NY | 10022 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $250 | |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||||
| 424 E 92ND STREET | NEW YORK | NY | 101286804 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $250 | |
| AMERICARES FOUNDATION INC | ||||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |
| ASPEN ART MUSEUM | ||||||||
| 590 N MILL ST | ASPEN | CO | 81611 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,000 | |
| ASPEN CAMP SCHOOL FOR THE DEAF INC | ||||||||
| PO BOX 1494 | ASPEN | CO | 81612 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,250 | |
| ASPEN COMMUNITY FOUNDATION | ||||||||
| 110 EAST HALLAM STREET SUITE 126 | ASPEN | CO | 81611 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $5,000 | |
| ASPEN HISTORICAL SOCIETY | ||||||||
| 620 W BLEEKER STREET | ASPEN | CO | 81611 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |
| ASPEN JEWISH CONGREGATION | ||||||||
| 315 E HYMAN AVENUE SUITE 305 | ASPEN | CO | 81611 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $2,000 | |
| ASPEN VALLEY MEDICAL FOUNDATION LIMITED | ||||||||
| PO BOX 1639 | ASPEN | CO | 81612 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,000 | |
| BEECH BROOK | ||||||||
| 3737 LANDER ROAD | PEPPER PIKE | OH | 44124 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $150 | |
| BELLEFAIRE JEWISH CHILDRENS BUREAU | ||||||||
| 22001 FAIRMOUNT BLVD | SHAKER HEIGHTS | OH | 44118 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $250 | |
| BUCKEYE INSTITUTE FOR PUBLIC POLICY | ||||||||
| 88 E BROAD STREET STE 1120 | COLUMBUS | OH | 43215 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PUBLIC | SCHOOL OF MEDICINE AMICI PROGRAM | $1,000 | |
| CATO INSTITUTE | ||||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |
| CENTER FOR FAMILIES AND CHILDREN | ||||||||
| 4500 EUCLID AVENUE | CLEVELAND | OH | 44103 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $250 | |
| CENTER FOR INDIVIDUAL RIGHTS | ||||||||
| 1233 20TH STREET NW SUITE 300 | WASHINGTON | DC | 20036 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $2,000 | |
| CHALLENGE ASPEN | ||||||||
| PO BOX 6639 | SNOWMASS VLG | CO | 81615 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,500 | |
| CHAMAH | ||||||||
| 27 WILLIAM STREET SUITE 613 | NEW YORK | NY | 10005 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,800 | |
| CHARITYWATCH | ||||||||
| 3450 NORTH LAKE SHORE DRIVE STE | CHICAGO | IL | 60657 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | 2802 |
| CHILDREN'S TUMOR FOUNDATION | ||||||||
| 95 PINE STREET 16TH FLOOR | NEW YORK | NY | 100051703 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100,000 | |
| CLARE BOOTHE LUCE POLICY INSTITUTE | ||||||||
| 112 ELDEN STREET SUITE P | HERNDON | VA | 20170 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |
| CLAREMONT INSTITUTE | ||||||||
| 937 W FOOTHILL BLVD SUITE E | CLAREMONT | CA | 91711 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $250 | |
| CLAREMONT MCKENNA COLLEGE | ||||||||
| 400 N CLAREMONT BOULEVARD | CLAREMONT | CA | 91711 | N/A | PUBLIC | ANNUAL PRESIDENT'S DISCRETIONARY FUND | $10,000 | |
| CLEVELAND CLINIC FOUNDATION | ||||||||
| 9500 EUCLID AVENUE DV2 | CLEVELAND | OH | 44195 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $5,000 | |
| CLEVELAND FOODBANK INC | ||||||||
| 15500 S WATERLOO ROAD | CLEVELAND | OH | 44110 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $250 | |
| CLEVELAND HEARING AND SPEECH CENTER | ||||||||
| 11635 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $150 | |
| CLEVELAND INSTITUTE OF ART | ||||||||
| 11141 EAST BOULEVARD | CLEVELAND | OH | 44106 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $2,000 | |
| CLEVELAND INSTITUTE OF MUSIC | ||||||||
| 11021 EAST BOULEVARD | CLEVELAND | OH | 44106 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $3,500 | |
| CLEVELAND METRO SCHOOL DISTRICT | ||||||||
| 1380 E 6TH STREET ROOM 235 | CLEVELAND | OH | 44114 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $150 | |
| CLEVELAND MUSEUM OF ART | ||||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 44106 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $4,000 | |
| CLEVELAND MUSEUM OF ART | ||||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 44106 | N/A | PUBLIC | PRINT CLUB ANNUAL GIFT | $250 | |
| CLEVELAND MUSEUM OF NATURAL HISTORY | ||||||||
| 1 WADE OVAL DRIVE UNIVERSITY CIRCLE | CLEVELAND | OH | 44106 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $500 | |
| CLEVELAND ORCHESTRA MIAMI RESIDENCY | ||||||||
| 1444 BISCAYNE BOULEVARD SUITE 302 | MIAMI | FL | 33132 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $5,000 | |
| CLEVELAND PLAY HOUSE | ||||||||
| 1901 E 13TH STREET STE 200 | CLEVELAND | OH | 44114 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $2,500 | |
| CLEVELAND POPS ORCHESTRA | ||||||||
| 24000 MERCANTILE ROAD STE 8 | BEACHWOOD | OH | 44122 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $500 | |
| CLEVELAND ZOOLOGICAL SOCIETY | ||||||||
| PO BOX 609281 | CLEVELAND | OH | 44109 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $500 | |
| COMMENTARY INC | ||||||||
| 561 7TH AVENUE | NEW YORK | NY | 10018 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $200 | |
| COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING IN AMERICA INC | ||||||||
| PO BOX 35040 | BOSTON | MA | 02135 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |
| CONGREGATION CHAI LIFELINE | ||||||||
| 151 W 30TH STREET | NEW YORK | NY | 10001 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $500 | |
| COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC - CARE | ||||||||
| PO BOX 1871 | MERRIFIELD | VA | 22116 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $250 | |
| DAVID HOROWITZ FREEDOM CENTER | ||||||||
| 14148 MAGNOLIA BLVD STE 103 | SHERMAN OAKS | CA | 91423 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $250 | |
| DIVERSITY CENTER OF NORTHEAST OHIO INC | ||||||||
| 3659 GREEN ROAD SUITE 220 | CLEVELAND | OH | 44122 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,000 | |
| DOCTORS WITHOUT BORDERS USA INC | ||||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |
| DOMESTIC VIOLENCE & CHILD ADVOCACY CENTER | ||||||||
| PO BOX 5466 | CLEVELAND | OH | 44101 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $250 | |
| DUKE UNIVERSITY OF LAW SCHOOL | ||||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PUBLIC | GEORGE CHRISTIE SCHOLARSHIP FUND | $5,000 | |
| DUKE UNIVERSITY OF LAW SCHOOL | ||||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $10,000 | |
| DUKE UNIVERSITY OF LAW SCHOOL | ||||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PUBLIC | CHAIRED PROFESSORSHIP | $200,000 | |
| DUKE UNIVERSITY OF LAW SCHOOL | ||||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PUBLIC | PUBLIC POLICY PROGRAM | $200,000 | |
| ENABLE AMERICA INC | ||||||||
| 101 E KENNEDY BLVD STE 3250 | TAMPA | FL | 33602 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $250 | |
| FACTS AND LOGIC ABOUT THE MIDDLE EAST INC | ||||||||
| PO BOX 590359 | SAN FRANCISCO | CA | 94159 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |
| FARM SANCTUARY INC | ||||||||
| PO BOX 150 | WATKINS GLEN | NY | 14891 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $250 | |
| FLASHES OF HOPE | ||||||||
| 6009 LANDERHAVEN DRIVE SUITE 1 | MAYFIELD HEIGHTS | OH | 44124 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $50,000 | |
| FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION INC | ||||||||
| 601 WALNUT STREET SUITE 510 | PHILADELPHIA | PA | 19106 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $150 | |
| FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC | ||||||||
| 1726 M STREET NW SUITE 700 | WASHINGTON | DC | 20036 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,000 | |
| FREEMAN CENTER FOR JEWISH LIFE AT DUKE UNIVERSITY | ||||||||
| 1415 FARBER STREET | DURHAM | NC | 27708 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,800 | |
| FRIENDS OF BREAKTHROUGH SCHOOLS | ||||||||
| 3615 SUPERIOR AVENUE SUITE 3103A | CLEVELAND | OH | 44114 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $5,000 | |
| FRIENDS OF ORANGE LIBRARY | ||||||||
| 31300 CHAGRIN BOULEVARD | PEPPER PIKE | OH | 44124 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $50 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| PO BOX 999 | WALLED LAKE | MI | 48390 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $8,000 | |
| FRIENDSHIP CIRCLE OF CLEVELAND | ||||||||
| 1980 S GREEN ROAD | SOUTH EUCLID | OH | 44121 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $500 | |
| FRONT RANGE EQUINE RESCUE | ||||||||
| PO BOX 307 | LARKSPUR | CO | 80118 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |
| FUCHS MIZRACHI SCHOOL | ||||||||
| 26600 SHAKER BOULEVARD | BEACHWOOD | OH | 44122 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $5,000 | |
| FUNDING ARTS BROWARD INC | ||||||||
| 401 E LAS OLAS BOULEVARD SUITE 2200 | FT LAUDERDALE | FL | 33301 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,000 | |
| GEAUGA COUNTY HUMANE SOCIETY | ||||||||
| 15463 CHILLICOTHE ROAD | NOVELTY | OH | 44072 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $200 | |
| GORILLA FOUNDATION | ||||||||
| 1733 WOODSIDE ROAD STE 330 | REDWOOD CITY | CA | 94061 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |
| GREAT LAKES MUSEUM OF SCIENCE ENVIRONMENT AND TECHNOLOGY | ||||||||
| 601 ERIESIDE AVENUE | CLEVELAND | OH | 44114 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $500 | |
| GROSS SCHECHTER DAY SCHOOL | ||||||||
| 27601 FAIRMOUNT BOULEVARD | PEPPER PIKE | OH | 44124 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $5,000 | |
| HANDS TOGETHER INC | ||||||||
| PO BOX 80985 | SPRINGFIELD | MA | 01138 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $200 | |
| HATHAWAY BROWN SCHOOL | ||||||||
| 19600 N PARK BOULEVARD | SHAKER HEIGHTS | OH | 44122 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $8,000 | |
| HATTIE LARLHAM COMMUNITY SERVICES | ||||||||
| 9772 DIAGONAL ROAD | MANTUA | OH | 44255 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $200 | |
| HEBREW ACADEMY OF CLEVELAND | ||||||||
| 1860 S TAYLOR ROAD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $5,000 | |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $150 | |
| HOMES FOR OUR TROOPS INC | ||||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $2,500 | |
| HONEST REPORTING | ||||||||
| 10024 SKOKIE BLVD STE 201 | SKOKIE | IL | 60077 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $125 | |
| HOPEWELL | ||||||||
| 9637 STATE ROUTE 534 | MESOPOTAMIA | OH | 44439 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $200 | |
| HOUSE OF HEALING AT DUKE UNIVERSITY | ||||||||
| 501 NORTH ESTES DRIVE | CHAPEL HILL | NC | 27514 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $250 | |
| HUMANE FARMING ASSOCIATION | ||||||||
| PO BOX 3577 | SAN RAFAEL | CA | 94912 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $200 | |
| IDEASTREAM WVIZ AND WCPN | ||||||||
| 1375 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $500 | |
| IN DEFENSE OF ANIMALS | ||||||||
| 3010 KERNER BOULEVARD | SAN RAFAEL | CA | 94901 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $75 | |
| INDEPENDENCE PASS FOUNDATION | ||||||||
| PO BOX 1700 | ASPEN | CO | 81612 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 N GLEBE ROAD STE 900 | ARLINGTON | VA | 22203 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $600 | |
| INTERMUSEUM CONSERVATION ASSOCIATION | ||||||||
| 2915 DETROIT AVE | CLEVELAND | OH | 44113 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $500 | |
| INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS | ||||||||
| PO BOX 96105 | WASHINGTON | DC | 20090 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |
| INVESTIGATIVE PROJECT ON TERRORISM FOUNDATION | ||||||||
| 5505 CONNECTICUT AVENUE NW STE 341 | WASHINGTON | DC | 20015 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $10,000 | |
| ISRAEL PROJECT INC | ||||||||
| 2020 K STREET NW STE 7600 | WASHINGTON | DC | 20006 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |
| JEWISH COMMUNITY CENTER | ||||||||
| 435 WEST MAIN STREET | ASPEN | CO | 81611 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,800 | |
| JEWISH FAMILY SERVICE ASSOCIATION | ||||||||
| 3659 GREEN ROAD STE 322 | BEACHWOOD | OH | 44122 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $360 | |
| JEWISH FAMILY SERVICE ASSOCIATION | ||||||||
| 3659 GREEN ROAD STE 322 | BEACHWOOD | OH | 44122 | N/A | PUBLIC | 2013 HOLOCAUST SURVIVOR INITIATIVE | $25,000 | |
| JEWISH FAMILY SERVICE ASSOCIATION | ||||||||
| 3659 GREEN ROAD SUITE 322 | BEACHWOOD | OH | 44122 | N/A | PUBLIC | LEADERSHIP AWARD EVENT | $1,300 | |
| JEWISH FAMILY SERVICE ASSOCIATION | ||||||||
| 3659 GREEN ROAD SUITE 322 | BEACHWOOD | OH | 44122 | N/A | PUBLIC | YOUTH ABILITY PROGRAM | $5,000 | |
| JEWISH FEDERATION OF CLEVELAND | ||||||||
| 1750 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PUBLIC | OKLAHOMA TORNADO DISASTER RELIEF FUND | $2,500 | |
| JEWISH FEDERATION OF CLEVELAND | ||||||||
| 1750 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PUBLIC | 2013 ANNUAL CAMPAIGN FOR JEWISH NEEDS | $237,113 | |
| JEWISH FEDERATION OF CLEVELAND | ||||||||
| 1750 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PUBLIC | CLEVELAND ISRAEL ART CONNECTION PROGRAM | $5,000 | |
| JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS | ||||||||
| 1307 NEW YORK AVE NW STE 200 | WASHINGTON | DC | 20005 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $500 | |
| JEWISH SACRED SOCIETY OF CLEVELAND CHEVRA KADISHA | ||||||||
| 3504 BENDEMEER ROAD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $180 | |
| LAKEVIEW CEMETERY FOUNDATION | ||||||||
| 12316 EUCLID AVENUE | CLEVELAND | OH | 441064393 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,800 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH INC | ||||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $125 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH INC | ||||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | N/A | PUBLIC | FALL CONFERENCE EVENT | $1,000 | |
| MAZON A JEWISH RESPONSE TO HUNGER | ||||||||
| 10495 SANTA MONICA BLVD STE 100 | LOS ANGELES | CA | 90025 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $180 | |
| MEDIA RESEARCH CENTER INC | ||||||||
| 325 S PATRICK STREET | ALEXANDRIA | VA | 22314 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |
| MEDWISH INTERNATIONAL | ||||||||
| 17325 EUCLID AVENUE | CLEVELAND | OH | 44112 | N/A | PUBLIC | VITAL MEDICAL SUPPLIES FOR DEVELOPING COUNTRIES | $1,000 | |
| MEDWISH INTERNATIONAL | ||||||||
| 17325 EUCLID AVENUE | CLEVELAND | OH | 44112 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,000 | |
| MELANOMA RESEARCH FOUNDATION | ||||||||
| 1411 K STREET NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PUBLIC | WINGS OF HOPE EVENT | $5,000 | |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | ||||||||
| CHURCH STREET STATION PO BOX 780 | NEW YORK | NY | 100080780 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $500 | |
| MIDDLE EAST MEDIA AND RESEARCH INSTITUTE INC | ||||||||
| 1819 L STREET NW | WASHINGTON | DC | 20036 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $75 | |
| MORELAND HILLS POLICE & EMPLOYEES FOUNDATION | ||||||||
| 4350 SOM CENTER ROAD | MORELAND HILLS | OH | 44022 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $500 | |
| MOSDOS OHR HATORAH | ||||||||
| 1508 WARRENSVILLE CENTER ROAD | CLEVELAND | OH | 44121 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $5,000 | |
| MOUNTAIN RESCUE ASPEN INC | ||||||||
| 106 S MILL STREET | ASPEN | CO | 81611 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $150 | |
| MOVING PICTURES INSTITUTE | ||||||||
| 375 GREENWICH STREET | NEW YORK | NY | 10013 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |
| MUSEUM OF ART FORT LAUDERDALE | ||||||||
| ONE EAST LAS OLAS BOULEVARD | FORT LAUDERDALE | FL | 33301 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,000 | |
| MUSEUM OF CONTEMPORARY ART CLEVELAND | ||||||||
| 8501 CARNEGIE AVENUE | CLEVELAND | OH | 44106 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,000 | |
| MUSIC ASSOCIATES OF ASPEN INC | ||||||||
| 2 MUSIC SCHOOL ROAD | ASPEN | CO | 81611 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $3,500 | |
| NATIONAL ASSOCIATION OF SCHOLARS | ||||||||
| ONE AIRPORT PLACE STE 7-8 | PRINCETON | NJ | 08540 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $250 | |
| NATIONAL FATHERHOOD INITIATIVE | ||||||||
| 20410 OBSERVATION DRIVE SUITE 107 | GERMANTOWN | MD | 20876 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $2,000 | |
| NATIONAL LEGAL & POLICY CENTER | ||||||||
| 107 PARK WASHINGTON COURT | FALLS CHURCH | VA | 22046 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $500 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 6155 ROCKSIDE ROAD SUITE 202 | INDEPENDENCE | OH | 44131 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $500 | |
| NEGEV FOUNDATION | ||||||||
| 2121 S GREEN ROAD STE 210 | SOUTH EUCLID | OH | 44121 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $250 | |
| NORTH COAST COMMUNITY HOMES INC | ||||||||
| 14221 BROADWAY AVENUE | CLEVELAND | OH | 44125 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $150 | |
| NORTHEAST OHIO SPCA INC | ||||||||
| 9555 BROOKPARK ROAD | WESTLAKE | OH | 44129 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |
| OHIO STATE UNIVERSITY COLLEGE OF VETERINARY MEDICINE | ||||||||
| 127G VMAB 1900 COFFEY ROAD | COLUMBUS | OH | 43210 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $2,500 | |
| ORANGE ART CENTER | ||||||||
| 31500 CHAGRIN BOULEVARD | PEPPER PIKE | OH | 44124 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $50 | |
| ORANGE CITY SCHOOLS | ||||||||
| 32000 CHAGRIN BOULEVARD | PEPPER PIKE | OH | 44124 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $50 | |
| ORANGE SCHOOL BOOSTERS CLUB INC | ||||||||
| 2753 BELGRAVE ROAD | PEPPER PIKE | OH | 44124 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $60 | |
| ORT AMERICA INC | ||||||||
| 24100 CHAGRIN BOULEVARD SUITE 300 | BEACHWOOD | OH | 44122 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,000 | |
| PAN MASSACHUSETTS CHALLENGE TRUST | ||||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 024457295 | N/A | PUBLIC | THE JIMMY FUND | $250 | |
| PETFIX NORTHEAST OHIO INC | ||||||||
| PO BOX 23321 | CHAGRIN FALLS | OH | 44023 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |
| PLAYHOUSE SQUARE FOUNDATION | ||||||||
| 1501 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 44115 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $8,500 | |
| PRINCETON UNIVERSITY | ||||||||
| GIFT RECORDS BOX 5357 | PRINCETON | NJ | 08543 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $5,000 | |
| PROJECT LOVE PURPLE AMERICA | ||||||||
| 5244 MAYFIELD ROAD 2ND FLOOR | LYNDHURST | OH | 44124 | N/A | PUBLIC | RESCUER OF HUMANITY DINNER | $1,000 | |
| PROJECT LOVE PURPLE AMERICA | ||||||||
| 5244 MAYFIELD ROAD 2ND FLOOR | LYNDHURST | OH | 44124 | N/A | PUBLIC | CELEBRATION OF GOODNESS LUNCHEON | $1,000 | |
| PUSH AMERICA | ||||||||
| 1800 LARIMER STREET SUITE 220 | DENVER | CO | 80202 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,000 | |
| RABBINICAL COLLEGE OF TELSHE INC | ||||||||
| 28400 EUCLID AVENUE | WICKLIFFE | OH | 44092 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $500 | |
| REASON FOUNDATION | ||||||||
| 3415 S SEPULVEDA BOULEVARD | LOS ANGELES | CA | 90034 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |
| ROCK AND ROLL HALL OF FAME AND MUSEUM INC | ||||||||
| 1100 ROCK AND ROLL BOULEVARD | CLEVELAND | OH | 441141022 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $500 | |
| SERIOUSFUN CHILDREN'S NETWORK | ||||||||
| 228 SAUGATUCK AVENUE | WESTPORT | CT | 06880 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $5,000 | |
| SERVICES FOR INDEPENDENT LIVING | ||||||||
| 25100 EUCLID AVENUE STE 105 | CLEVELAND | OH | 44117 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $150 | |
| SHINING STARS FOUNDATION | ||||||||
| PO BOX 730 | TABERNASH | CO | 80478 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,000 | |
| SHOES AND CLOTHES FOR KIDS INC | ||||||||
| 3311 PERKINS AVENUE STE 205 | CLEVELAND | OH | 44114 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $500 | |
| SIMON WIESENTHAL CENTER | ||||||||
| 1399 S ROXBURY 2ND FLOOR | LOS ANGELES | CA | 90035 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |
| STATE POLICY NETWORK | ||||||||
| 1665 N FORT MYER DRIVE SUITE 360 | ARLINGTON | VA | 22209 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $250 | |
| SUICIDE PREVENTION EDUCATION ALLIANCE | ||||||||
| 29425 CHAGRIN BOULEVARD SUITE 306 | CLEVELAND | OH | 44122 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,000 | |
| SUSAN POORMAN BLACKIE OVARIAN CANCER FOUNDATION | ||||||||
| 206 S SECOND STREET | RICHMOND | TX | 77469 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $5,000 | |
| TAX FOUNDATION | ||||||||
| 529 14TH STREET NW STE 420 | WASHINGTON | DC | 20045 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |
| TEMPLE EMANU EL | ||||||||
| 4545 BRAINARD ROAD | ORANGE VILLAGE | OH | 44022 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $24,680 | |
| TEMPLE EMANU EL | ||||||||
| 4545 BRAINARD ROAD | ORANGE VILLAGE | OH | 44022 | N/A | PUBLIC | BOOK OF MEMORY | $180 | |
| TEMPLE EMANU EL | ||||||||
| 4545 BRAINARD ROAD | ORANGE VILLAGE | OH | 44022 | N/A | PUBLIC | HIGH HOLY DAYS CONTRIBUTION | $180 | |
| TEMPLE EMANU EL | ||||||||
| 4545 BRAINARD ROAD | ORANGE VILLAGE | OH | 44022 | N/A | PUBLIC | SECURE OUR HOME CAPITAL CAMPAIGN | $50,000 | |
| THE AGNON SCHOOL | ||||||||
| 26500 SHAKER BLVD | BEACHWOOD | OH | 44122 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $5,000 | |
| THE ASPEN INSTITUTE INC | ||||||||
| 1000 N 3RD ST | ASPEN | CO | 81611 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $3,500 | |
| THE BOGGY CREEK GANG INC | ||||||||
| 30500 BRANTLEY BRANCH ROAD | EUSTIS | FL | 32736 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,000 | |
| THE BRIGHAM & WOMENS HOSPITAL INC | ||||||||
| 116 HUNTINGTON AVENUE 5TH FL | BOSTON | MA | 02116 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $5,000 | |
| THE CLEVELAND ANIMAL PROTECTIVE LEAGUE | ||||||||
| 1729 WILLEY AVENUE | CLEVELAND | OH | 44113 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,500 | |
| THE FRIEDMAN FOUNDATION FOR EDUCATIONAL CHOICE INC | ||||||||
| ONE AMERICAN SQUARE STE 2420 BOX | INDIANAPOLIS | IN | 46282 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | 82078 |
| THE FUND FOR AMERICAN STUDIES | ||||||||
| 1706 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $250 | |
| THE JEWISH FOUNDATION FOR THE RIGHTEOUS INC | ||||||||
| 305 7TH AVENUE 19TH FLOOR | NEW YORK | NY | 10001 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |
| THE MEDVET CHARITABLE FOUNDATION | ||||||||
| 300 E WILSON BRIDGE ROAD | WORTHINGTON | OH | 43085 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $2,500 | |
| THE MEDVET CHARITABLE FOUNDATION | ||||||||
| 300 E WILSON BRIDGE ROAD | WORTHINGTON | OH | 43085 | N/A | PUBLIC | GOOD SAM FUND | $5,000 | |
| THE MUSICAL ARTS ASSOCIATION | ||||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $12,500 | |
| THE SALVATION ARMY - GREATER CLEVELAND | ||||||||
| PO BOX 6538 | CLEVELAND | OH | 44101 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $500 | |
| UNITED CEREBRAL PALSY ASSOCIATION OF GREATER CLEVELAND INC | ||||||||
| 10011 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,000 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||
| MIDWEST REGIONAL OFFICE PO BOX 1852 | HIGHLAND PARK | IL | 600357852 | N/A | PUBLIC | CHARITABLE EVENT | $5,000 | |
| UNITED WAY OF GREATER CLEVELAND | ||||||||
| 1331 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $37,500 | |
| UNIVERSITY CIRCLE INCORPORATED | ||||||||
| 10831 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |
| UNIVERSITY HOSPITALS PARTNERSHIP FOR FAMILIES | ||||||||
| PO BOX 74947 | CLEVELAND | OH | 441944947 | N/A | PUBLIC | INVITRO ASSISTANCE PROGRAM | $500 | |
| UNIVERSITY HOSPITALS RAINBOW BABIES & CHILDREN'S CIRCLE OF FRIENDS | ||||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $500 | |
| UNIVERSITY HOSPITALS | ||||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PUBLIC | ACHILLES A. DEMETRIOU, MD, PHD ENDOWED LEADERSHIP FUND | $250 | |
| UNIVERSITY HOSPITALS | ||||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PUBLIC | PEDIATRIC EMERGENCY ROOM | $250 | |
| UNIVERSITY HOSPITALS | ||||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PUBLIC | SUPPORT FOR SUMMER SOIREE FBO ANGIE FOWLER CANCER INSTITUTE | $1,000 | |
| UNIVERSITY HOSPITALS | ||||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PUBLIC | SEIDMAN CANCER CENTER GI SPORE GRANT | $200,000 | |
| UNIVERSITY SCHOOL | ||||||||
| 2785 SOM CENTER ROAD | HUNTING VALLEY | OH | 44022 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $15,000 | |
| UNIVERSITY SCHOOL | ||||||||
| 2785 SOM CENTER ROAD | HUNTING VALLEY | OH | 44022 | N/A | PUBLIC | HUNTING VALLEY CLASSROOM WING PROJECT | $400,000 | |
| VALLEY SAVE A PET INC | ||||||||
| PO BOX 39221 | SOLON | OH | 44139 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $150 | |
| VOCATIONAL GUIDANCE SERVICES | ||||||||
| 2239 E 55TH STREET | CLEVELAND | OH | 441034451 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $150 | |
| WESTERN RESERVE HISTORICAL SOCIETY | ||||||||
| 10825 EAST BOULEVARD | CLEVELAND | OH | 44106 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $250 | |
| WESTERN RESERVE LAND CONSERVANCY | ||||||||
| 3850 CHAGRIN RIVER ROAD | MORELAND HILLS | OH | 44022 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $250 | |
| ZIONIST ORGANIZATION OF AMERICA | ||||||||
| 4 E 34TH STREET | NEW YORK | NY | 10016 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,889,458 | 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 | $3,997 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,997 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,997 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,373 | Amt |
| Net Investment Income | $1,187 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,186 | 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 |
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, 2013, 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 $1,885,461. THIS AMOUNT REPRESENTS OVER 25% OF THE FOUNDATION'S NET ASSETS OF $2,905,861 (AS MEASURED BY FAIR MARKET VALUE) AT THE BEGINNING OF THE FOUNDATION'S TAXABLE YEAR ENDING DECEMBER 31, 2013. 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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE FEES | $78 | $39 | $39 |
| STATE REGISTRATION FEE | $200 | $0 | $200 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE SERVICE FEES | CategoryTxt |
| Amt | $3,176 | Amt |
| Net Investment Income | $1,588 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,588 | DisbursementsCharitablePrpsAmt |
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