Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 01-01-2011 , and ending 12-31-2011
G
Check all that apply:
Name of foundation
Richard Horvitz and Erica Hartman-Horvitz Foundation
 

Number and street (or P.O. box number if mail is not delivered to street address)6095 Parkland Blvd Room No 300   Room/suite
City or town, state, and ZIP code
Mayfield Heights, OH44124
A Employer identification number

31-1533634
B Telephone number (see page 10 of the instructions)

(800) 839-1754
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,253,022J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 3,722,000
2 Check bullet
3 Interest on savings and temporary cash investments 131 131  
4 Dividends and interest from securities...... 315 315  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 3,722,446 446  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 2,000     2,000
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions)        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 5,288     5,288
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,288 0   7,288
25 Contributions, gifts, grants paid........ 495,600 495,600
26 Total expenses and disbursements. Add lines 24 and 25 502,888 0   502,888
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,219,558
b Net investment income (if negative, enter -0-) 446
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 8,464 3,228,022 3,228,022
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........ 25,000 Click to see attachment25,000 25,000
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 33,464 3,253,022 3,253,022
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 33,464 3,253,022
30 Total net assets or fund balances (see page 17 of the
instructions).................... 33,464 3,253,022
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 33,464 3,253,022
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 33,464
2 Enter amount from Part I, line 27a..................... 2 3,219,558
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 3,253,022
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,253,022
Form 990-PF (2011)
Form 990-PF (2011)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 1,700,984 97,968 017.362649
2009 1,506,698 505,456 002.980869
2008 999,961 322,248 003.103079
2007 1,866,268 593,341 003.145355
2006 2,458,243 947,346 002.594873
2 Total of line 1, column (d) ...................... 2 029.186825
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 005.837365
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 212,372
5 Multiply line 4 by line 3....................... 5 1,239,693
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4
7 Add lines 5 and 6......................... 7 1,239,697
8 Enter qualifying distributions from Part XII, line 4.............. 8 502,888
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 9
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 9
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 9
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 80
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Tax Paid Original Return: 80 7 80
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 71
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet71 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
Yes
 
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bullet
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletMoreland Management Company Telephone no.bullet (440) 995-5200
    Located atbullet6095 Parkland Blvd Suite 300Mayfield HeightsOH ZIP+4bullet44124
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
    Yes
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    Erica Hartman-Horvitz Trustee
    001.00     		0    
    6095 Parkland Blvd Suite 300
    Mayfield Heights,OH44124
    David W Horvitz Trustee
    001.00     		0    
    6095 Parkland Blvd Suite 300
    Mayfield Heights,OH44124
    Richard Horvitz President / Trustee
    001.00     		0    
    6095 Parkland Blvd Suite 300
    Mayfield Heights,OH44124
    Mark F Polzin Treasurer / Trustee
    001.00     		0    
    6095 Parkland Blvd Suite 300
    Mayfield Heights,OH44124
    Paul A Williams Secretary
    001.00     		0    
    6095 Parkland Blvd Suite 300
    Mayfield Heights,OH44124
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    25,000
    b
    Average of monthly cash balances.......................
    1b
    190,606
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    215,606
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    215,606
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) Click to see attachment...........................
    4
    3,234
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    212,372
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    10,619
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    10,619
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    9
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    10,610
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    10,610
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    10,610
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 Click to see attachment..........
    1a
    502,888
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    502,888
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    502,888
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 10,610
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006....... 2,435,450
    b From 2007....... 1,838,669
    c From 2008....... 983,889
    d From 2009....... 1,481,457
    e From 2010....... 1,696,094
    fTotal of lines 3a through e......... 8,435,559
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 502,888
    a Applied to 2010, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2011 distributable amount..... 10,610
    e Remaining amount distributed out of corpus 492,278
    5 Excess distributions carryover applied to 2011.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 8,927,837
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		2,435,450
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		6,492,387
    10 Analysis of line 9:
    a Excess from 2007.... 1,838,669
    b Excess from 2008.... 983,889
    c Excess from 2009.... 1,481,457
    d Excess from 2010.... 1,696,094
    e Excess from 2011.... 492,278
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    Erica Hartman-Horvitz
    Richard Horvitz
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACCURACY IN MEDIA INC
    4455 CONNECTICUT AVE NW
    WASHINGTON,DC20008     		N/A 509(a)(1) General Unrestricted 75
    ACHIEVEMENT CENTER FOR CHILDREN
    4255 NORTHFIELD RD
    HIGHLAND HLS,OH44128     		N/A 509(a)(1) General Unrestricted 250
    AFRICAN WILDLIFE FOUNDATION
    1400 16TH ST NW STE 120
    WASHINGTON,DC20036     		N/A 509(a)(1) General Unrestricted 100
    AGNON SCHOOL
    26500 SHAKER BLVD
    BEACHWOOD,OH44122     		N/A 509(a)(1) General Unrestricted 10,000
    AISH HATORAH OF CLEVELAND
    14077 CEDAR RD 7
    SOUTH EUCLID,OH44118     		N/A 509(a)(1) General Unrestricted 72,000
    ALLIANCE FOR SCHOOL CHOICE INC
    1660 L ST NW STE 1000
    WASHINGTON,DC20036     		N/A 509(a)(1) General Unrestricted 1,000
    ALZHEIMER'S ASSOCIATION
    23215 COMMERCE PARK STE 300
    BEACHWOOD,OH44122     		N/A 509(a)(1) Charitable Event 200
    AMERICAN COUNCIL OF TRUSTEES AND AL
    1726 M ST NW STE 802
    WASHINGTON,DC20036     		N/A 509(a)(1) General Unrestricted 75
    AMERICAN ENT INST FOR PUBLIC POLICY
    1150 17TH ST NW
    WASHINGTON,DC20036     		N/A 509(a)(1) General Unrestricted 1,000
    AMERICAN FRIENDS OF THE ISRAEL MUSE
    500 5TH AVE 25TH FL
    NEW YORK,NY10110     		N/A 509(a)(1) General Unrestricted 6,000
    AMERICAN INSTITUTE OF PHILANTHROPY
    PO BOX 578460
    CHICAGO,IL60657     		N/A 509(a)(1) General Unrestricted 100
    AMERICAN JEWISH COMMITTEE
    165 E 56TH ST
    NEW YORK,NY10022     		N/A 509(a)(1) General Unrestricted 250
    AMERICAN SICKLE CELL ANEMIA ASSOC
    PO BOX 1971
    CLEVELAND,OH44106     		N/A 509(a)(1) General Unrestricted 100
    AMERICAN SOCIETY FOR THE PREVENTION
    520 8TH AVE 7TH FL
    NEW YORK,NY10018     		N/A 509(a)(1) General Unrestricted 250
    AMERICANS FOR PROSPERITY FOUNDATION
    2111 WILSON BLVD STE 350
    ARLINGTON,VA22201     		N/A 509(a)(1) General Unrestricted 100
    AMERICARES FOUNDATION INC
    88 HAMILTON AVE
    STAMFORD,CT06902     		N/A 509(a)(1) General Unrestricted 100
    ASPEN ART MUSEUM
    590 N MILL ST
    ASPEN,CO81611     		N/A 509(a)(1) General Unrestricted 1,000
    ASPEN CAMP SCHOOL FOR THE DEAF INC
    PO BOX 1494
    ASPEN,CO81612     		N/A 509(a)(1) General Unrestricted 1,250
    ASPEN COMMUNITY FOUNDATION
    110 E HALLAM ST STE 126
    ASPEN,CO81611     		N/A 509(a)(1) General Unrestricted 10,000
    ASPEN HISTORICAL SOCIETY
    620 W BLEEKER ST
    ASPEN,CO81611     		N/A 509(a)(2) General Unrestricted 100
    ASPEN JEWISH CENTER
    315 E HYMAN AVE STE 305
    ASPEN,CO81611     		N/A 509(a)(1) General Unrestricted 1,800
    ASPEN VALLEY MEDICAL FOUNDATION LIM
    PO BOX 1639
    ASPEN,CO81612     		N/A 509(a)(1) General Unrestricted 1,000
    BEECH BROOK
    3737 LANDER RD
    PEPPER PIKE,OH44124     		N/A 509(a)(1) General Unrestricted 100
    BELLEFAIRE JEWISH CHILDRENS BUREAU
    22001 FAIRMOUNT BLVD
    SHAKER HTS,OH44118     		N/A 509(a)(1) General Unrestricted 250
    BELLFLOWER CENTER FOR PREVENTION OF
    11811 SHAKER BLVD STE 220
    CLEVELAND,OH44120     		N/A 509(a)(1) General Unrestricted 250
    BUCKEYE INSTITUTE FOR PUBLIC POLICY
    88 E BROAD ST STE 1120
    COLUMBUS,OH43215     		N/A 509(a)(1) General Unrestricted 100
    CASE WESTERN RESERVE UNIVERSITY
    10900 EUCLID AVE
    CLEVELAND,OH44106     		N/A 509(a)(1) School of Medicine Amici Program 1,000
    CATO INSTITUTE
    1000 MASSACHUSETTS AVE NW
    WASHINGTON,DC20001     		N/A 509(a)(1) General Unrestricted 100
    CENTER FOR FAMILIES AND CHILDREN
    4500 EUCLID AVE
    CLEVELAND,OH44103     		N/A 509(a)(1) General Unrestricted 250
    CENTER FOR INDIVIDUAL RIGHTS
    1233 20TH ST NW STE 300
    WASHINGTON,DC20036     		N/A 509(a)(1) General Unrestricted 2,000
    CHALLENGE ASPEN
    PO BOX 6639
    SNOWMASS VLG,CO81615     		N/A 509(a)(1) General Unrestricted 1,200
    CHAMAH
    27 WILLIAM ST STE 613
    NEW YORK,NY10005     		N/A 509(a)(1) General Unrestricted 1,800
    CLARE BOOTHE LUCE POLICY INSTITUTE
    112 ELDEN ST STE P
    HERNDON,VA20170     		N/A 509(a)(1) General Unrestricted 100
    CLAREMONT INSTITUTE
    937 W FOOTHILL BLVD STE E
    CLAREMONT,CA91711     		N/A 509(a)(1) General Unrestricted 250
    CLAREMONT MCKENNA COLLEGE
    400 N CLAREMONT BLVD
    CLAREMONT,CA91711     		N/A 509(a)(1) Parents Fund 10,000
    CLAREMONT MCKENNA COLLEGE
    400 N CLAREMONT BLVD
    CLAREMONT,CA91711     		N/A 509(a)(1) Presidents Discretionary Fund 10,000
    CLEVELAND CLINIC FOUNDATION
    9500 EUCLID AVE DVB
    CLEVELAND,OH44195     		N/A 509(a)(1) General Unrestricted 8,000
    CLEVELAND CLINIC FOUNDATION
    9500 EUCLID AVE DVB
    CLEVELAND,OH44195     		N/A 509(a)(1) Stanley M. Fisher Memorial Fund 180
    CLEVELAND FOODBANK INC
    15500 S WATERLOO RD
    CLEVELAND,OH44110     		N/A 509(a)(1) General Unrestricted 150
    CLEVELAND HEARING AND SPEECH CENTER
    11635 EUCLID AVE
    CLEVELAND,OH44106     		N/A 509(a)(1) General Unrestricted 150
    CLEVELAND INSTITUTE OF ART
    11141 E BLVD
    CLEVELAND,OH44106     		N/A 509(a)(1) General Unrestricted 1,000
    CLEVELAND INSTITUTE OF MUSIC
    11021 E BLVD
    CLEVELAND,OH44106     		N/A 509(a)(1) General Unrestricted 3,000
    CLEVELAND JEWISH SACRED SOCIETY INC
    23891 WENDOVER DR
    BEACHWOOD,OH44122     		N/A 509(a)(1) General Unrestricted 180
    CLEVELAND MUSEUM OF ART
    11150 E BLVD
    CLEVELAND,OH44106     		N/A 509(a)(1) General Unrestricted 6,000
    CLEVELAND MUSEUM OF NATURAL HISTORY
    1 WADE OVAL DR UNIVERSTIY CIR
    CLEVELAND,OH44106     		N/A 509(a)(1) General Unrestricted 500
    CLEVELAND PLAY HOUSE
    1901 E 13TH ST STE 200
    CLEVELAND,OH44114     		N/A 509(a)(2) General Unrestricted 1,000
    CLEVELAND POPS ORCHESTRA
    24000 MERCANTILE RD STE 8
    BEACHWOOD,OH44122     		N/A 509(a)(1) General Unrestricted 500
    CLEVELAND ZOOLOGICAL SOCIETY
    PO BOX 609281
    CLEVELAND,OH44109     		N/A 509(a)(1) General Unrestricted 500
    COMMENTARY INC
    561 7TH AVE
    NEW YORK,NY10018     		N/A 509(a)(2) General Unrestricted 200
    COMMITTEE FOR ACCURACY IN MIDDLE EA
    PO BOX 35040
    BOSTON,MA02135     		N/A 509(a)(2) General Unrestricted 100
    CHAI LIFELINE
    151 W 30TH ST
    NEW YORK,NY10001     		N/A 509(a)(1) General Unrestricted 500
    COOPERATIVE FOR ASSISTANCE AND RELI
    PO BOX 1871
    MERRIFIELD,VA22116     		N/A 509(a)(1) General Unrestricted 200
    DAVID HOROWITZ FREEDOM CENTER
    14148 MAGNOLIA BLVD STE 103
    SHERMAN OAKS,CA91423     		N/A 509(a)(1) General Unrestricted 250
    DIVERSITY CENTER OF NORTHEAST OHIO
    3659 GREEN RD STE 220
    CLEVELAND,OH44122     		N/A 509(a)(1) In School Youth Program 1,000
    DOCTORS WITHOUT BORDERS USA INC
    333 7TH AVE 2ND FL
    NEW YORK,NY10001     		N/A 509(a)(1) General Unrestricted 100
    DUKE UNIVERSITY
    PO BOX 90581
    DURHAM,NC27708     		N/A 509(a)(1) Duke Law School Annual Fund 10,000
    DUKE UNIVERSITY
    PO BOX 90581
    DURHAM,NC27708     		N/A 509(a)(1) Law School Annual Fund 10,000
    ENABLE AMERICA INC
    101 E KENNEDY BLVD STE 3250
    TAMPA,FL33602     		N/A 509(a)(1) General Unrestricted 250
    FACTS AND LOGIC ABOUT THE MIDDLE EA
    PO BOX 590359
    SAN FRANCISCO,CA94159     		N/A 509(a)(1) General Unrestricted 100
    FARM SANCTUARY INC
    PO BOX 150
    WATKINS GLEN,NY14891     		N/A 509(a)(1) General Unrestricted 250
    FOUNDATION FOR INDIVIDUAL RIGHTS IN
    601 WALNUT ST STE 510
    PHILADELPHIA,PA19106     		N/A 509(a)(1) General Unrestricted 100
    FOUNDATION FOR THE DEFENSE OF DEMOC
    1726 M ST NW FL 7
    WASHINGTON,DC20036     		N/A 509(a)(1) General Unrestricted 1,250
    FREEMAN CENTER FOR JEWISH LIFE AT D
    1415 FARBER ST
    DURHAM,NC27708     		N/A 509(a)(1) General Unrestricted 1,800
    FRIENDS OF THE ISRAEL DEFENSE FORCE
    1430 BROADWAY RM 1301
    NEW YORK,NY10018     		N/A 509(a)(1) 2009 - 2012 Scholarship Fund 4,000
    FRIENDS OF THE ISRAEL DEFENSE FORCE
    1430 BROADWAY RM 1301
    NEW YORK,NY10018     		N/A 509(a)(1) 2010 - 2013 Scholarship Fund 4,000
    FRIENDS OF THE ISRAEL DEFENSE FORCE
    1430 BROADWAY RM 1301
    NEW YORK,NY10018     		N/A 509(a)(1) Impact Scholarship 8,000
    FRIENDSHIP CIRCLE OF CLEVELAND INC
    1980 S GREEN RD
    SOUTH EUCLID,OH44121     		N/A 509(a)(1) General Unrestricted 500
    FUNDING ARTS BROWARD INC
    401 E LAS OLAS BLVD STE 2200
    FT LAUDERDALE,FL33301     		N/A 509(a)(1) General Unrestricted 1,000
    GEAUGA COUNTY HUMANE SOCIETY
    15463 CHILLICOTHE RD
    NOVELTY,OH44072     		N/A 509(a)(1) General Unrestricted 200
    GORILLA FOUNDATION
    1733 WOODSIDE RD STE 330
    REDWOOD CITY,CA94061     		N/A 509(a)(1) General Unrestricted 100
    GREAT LAKES MUSEUM OF SCIENCE ENVIR
    601 ERIESIDE AVE
    CLEVELAND,OH44114     		N/A 509(a)(1) General Unrestricted 500
    GROSS SCHECHTER DAY SCHOOL
    27601 FAIRMOUNT BLVD
    PEPPER PIKE,OH44124     		N/A 509(a)(1) General Unrestricted 10,000
    HANDS TOGETHER INC
    PO BOX 80985
    SPRINGFIELD,MA01138     		N/A 509(a)(1) General Unrestricted 200
    HATHAWAY BROWN SCHOOL
    19600 N PARK BLVD
    SHAKER HEIGHTS,OH44122     		N/A 509(a)(1) General Unrestricted 16,000
    HATTIE LARLHAM COMMUNITY SERVICES
    9772 DIAGONAL RD
    MANTUA,OH44255     		N/A 509(a)(2) General Unrestricted 200
    HEBREW ACADEMY OF CLEVELAND
    1860 S TAYLOR RD
    CLEVELAND HTS,OH44118     		N/A 509(a)(1) General Unrestricted 10,000
    HERITAGE FOUNDATION
    214 MASSACHUSETTS AVE NE
    WASHINGTON,DC20002     		N/A 509(a)(1) General Unrestricted 150
    HILLEL THE FOUNDATION FOR JEWISH CA
    613 E SUMMIT ST
    KENT,OH44240     		N/A 509(a)(1) Charitable Event 250
    HILLEL THE FOUNDATION FOR JEWISH CA
    70 WASHINGTON RD
    PRINCETON,NJ08540     		N/A 509(a)(1) General Unrestricted 1,800
    HOMES FOR OUR TROOPS INC
    6 MAIN ST
    TAUNTON,MA02780     		N/A 509(a)(1) General Unrestricted 2,500
    HONEST REPORTING COM INC
    10024 SKOKIE BLVD STE 201
    SKOKIE,IL60077     		N/A 509(a)(1) General Unrestricted 125
    HOPEWELL INN
    9637 STATE RTE 534
    MESOPOTAMIA,OH44439     		N/A 509(a)(2) General Unrestricted 200
    HUMANE FARMING ASSOCIATION
    PO BOX 3577
    SAN RAFAEL,CA94912     		N/A 509(a)(1) General Unrestricted 200
    IDEASTREAM
    1375 EUCLID AVE
    CLEVELAND,OH44115     		N/A 509(a)(1) General Unrestricted 500
    IN DEFENSE OF ANIMALS
    3010 KERNER BLVD
    SAN RAFAEL,CA94901     		N/A 509(a)(1) General Unrestricted 75
    INDEPENDENCE PASS FOUNDATION
    PO BOX 1700
    ASPEN,CO81612     		N/A 509(a)(1) General Unrestricted 100
    INSTITUTE FOR JUSTICE
    901 N GLEBE RD STE 900
    ARLINGTON,VA22203     		N/A 509(a)(1) General Unrestricted 500
    INTERMUSEUM CONSERVATION ASSOCIATIO
    2915 DETROIT AVE
    CLEVELAND,OH44113     		N/A 509(a)(2) General Unrestricted 500
    INTERNATIONAL FELLOWSHIP OF CHRISTI
    PO BOX 96105
    WASHINGTON,DC20090     		N/A 509(a)(1) General Unrestricted 100
    INVESTIGATIVE PROJECT ON TERRORISM
    5505 CONNECTICUT AVE NW STE 341
    WASHINGTON,DC20015     		N/A 509(a)(1) General Unrestricted 15,000
    ISRAEL PROJECT INC
    2020 K ST NW STE 7600
    WASHINGTON,DC20006     		N/A 509(a)(1) General Unrestricted 100
    JEWISH FAMILY SERVICE ASSOCIATION
    3659 GREEN RD STE 322
    BEACHWOOD,OH44122     		N/A 509(a)(1) General Unrestricted 10,000
    JEWISH INSTITUTE FOR NATIONAL SECUR
    1307 NEW YORK AVE NW STE 200
    WASHINGTON,DC20005     		N/A 509(a)(1) General Unrestricted 500
    JEWISH RESOURCE CENTER CHABAD OF AS
    435 W MAIN ST
    ASPEN,CO81611     		N/A 509(a)(1) Israel Veterans Program 1,800
    LAKEVIEW CEMETERY FOUNDATION
    12316 EUCLID AVE
    CLEVELAND,OH44106     		N/A 509(a)(1) General Unrestricted 1,800
    LEONARD AND SUSAN FUCHS MIZRACHI SC
    26600 SHAKER BLVD
    BEACHWOOD,OH44122     		N/A 509(a)(1) General Unrestricted 10,000
    MANHATTAN INSTITUTE FOR POLICY RESE
    52 VANDERBILT AVE
    NEW YORK,NY10017     		N/A 509(a)(1) General Unrestricted 125
    MAZON INC A JEWISH RESPONSE TO HUNG
    10495 SANTA MONICA BLVD STE 100
    LOS ANGELES,CA90025     		N/A 509(a)(1) General Unrestricted 180
    MEDIA RESEARCH CENTER INC
    325 S PATRICK ST
    ALEXANDRIA,VA22314     		N/A 509(a)(1) General Unrestricted 100
    MIDDLE EAST MEDIA AND RESEARCH INST
    1819 L ST NW
    WASHINGTON,DC20036     		N/A 509(a)(1) General Unrestricted 75
    MORELAND HILLS POLICE EMPLOYEES F
    4350 SOM CENTER RD
    MORELAND HILLS,OH44022     		N/A 509(a)(1) General Unrestricted 500
    MOSDOS OHR HATORAH
    1508 WARRENSVILLE CENTER RD
    CLEVELAND,OH44121     		N/A 509(a)(1) General Unrestricted 10,000
    MOUNTAIN RESCUE ASPEN INC
    106 S MILL ST
    ASPEN,CO81611     		N/A 509(a)(1) General Unrestricted 150
    MOVING PICTURES INSTITUTE
    375 GREENWICH ST
    NEW YORK,NY10013     		N/A 509(a)(1) General Unrestricted 100
    MUSEUM OF CONTEMPORARY ART CLEVELAN
    8501 CARNEGIE AVE
    CLEVELAND,OH44106     		N/A 509(a)(2) General Unrestricted 1,000
    MUSIC ASSOCIATES OF ASPEN INC
    2 MUSIC SCHOOL RD
    ASPEN,CO81611     		N/A 509(a)(1) General Unrestricted 6,500
    NATIONAL ASSOCIATION OF SCHOLARS
    ONE AIRPORT PL STE 7-8
    PRINCETON,NJ08540     		N/A 509(a)(1) General Unrestricted 75
    NATIONAL FATHERHOOD INITIATIVE
    20410 OBSERVATION DR STE 107
    GERMANTOWN,MD20876     		N/A 509(a)(1) General Unrestricted 4,500
    NATIONAL LEGAL POLICY CENTER
    107 PARK WASHINGTON CT
    FALLS CHURCH,VA22046     		N/A 509(a)(1) General Unrestricted 500
    NEGEV FOUNDATION
    2121 S GREEN RD STE 210
    SOUTH EUCLID,OH44121     		N/A 509(a)(1) General Unrestricted 250
    NORTH COAST COMMUNITY HOMES INC
    14221 BROADWAY AVE
    CLEVELAND,OH44125     		N/A 509(a)(1) General Unrestricted 150
    NORTHEAST OHIO SPCA INC
    9555 BROOKPARK RD
    WESTLAKE,OH44129     		N/A 509(a)(1) General Unrestricted 100
    OHIO STATE UNIVERSITY COLLEGE OF VE
    127G VMAB 1900 COFFEY RD
    COLUMBUS,OH43210     		N/A 509(a)(1) Horvitz Veterinary Scholarship Fund 2,500
    OHIO STATE UNIVERSITY COLLEGE OF VE
    127G VMAB 1900 COFFEY RD
    COLUMBUS,OH43210     		N/A 509(a)(1) Horvitz Veterinary Scholarship Fund 2,500
    ORANGE CITY SCHOOLS
    3200 CHAGRIN BLVD
    PEPPER PIKE,OH44124     		N/A 509(a)(1) Charitable Event 50
    ORANGE SCHOOL BOOSTERS CLUB INC
    2753 BELGRAVE RD
    PEPPER PIKE,OH44124     		N/A 509(a)(1) General Unrestricted 60
    PETFIX NORTHEAST OHIO INC
    31101 AINSWORTH DR
    PEPPER PIKE,OH44124     		N/A 509(a)(1) General Unrestricted 100
    PLAYHOUSE SQUARE FOUNDATION
    1501 EUCLID AVE STE 200
    CLEVELAND,OH44115     		N/A 509(a)(1) Annual Fund 8,000
    PRINCETON UNIVERSITY - ANNUAL GIVIN
    GIFT RECORDS BOX 5357
    PRINCETON,NJ08543     		N/A 509(a)(1) General Unrestricted 10,000
    PRO ISRAEL INC
    3235 RIVERDALE AVE
    RIVERDALE,NY10463     		N/A 509(a)(1) General Unrestricted 180
    PROJECT LOVE REMEMBER THE CHILDREN
    23611 CHAGRIN BLVD STE 380
    BEACHWOOD,OH44122     		N/A 509(a)(1) Charitable Event 500
    PROJECT LOVE REMEMBER THE CHILDREN
    23611 CHAGRIN BLVD STE 380
    BEACHWOOD,OH44122     		N/A 509(a)(1) Charitable Event 500
    RABBINICAL COLLEGE OF TELSHE INC
    28400 EUCLID AVE
    WICKLIFFE,OH44092     		N/A 509(a)(1) General Unrestricted 500
    RAINBOW BABIES CHILDREN'S HOSPITA
    11100 EUCLID AVE
    CLEVELAND,OH44106     		N/A 509(a)(1) Climb for the Kids Program 250
    RAINBOW BABIES CHILDREN'S HOSPITA
    11100 EUCLID AVE
    CLEVELAND,OH44106     		N/A 509(a)(1) Charitable Event 5,000
    REASON FOUNDATION
    3415 S SEPULVEDA BLVD
    LOS ANGELES,CA90034     		N/A 509(a)(1) General Unrestricted 100
    ROCK AND ROLL HALL OF FAME AND MUSE
    1 KEY PLZ
    CLEVELAND,OH44114     		N/A 509(a)(1) General Unrestricted 500
    SERVICES FOR INDEPENDENT LIVING
    25100 EUCLID AVE STE 105
    CLEVELAND,OH44117     		N/A 509(a)(1) General Unrestricted 150
    SHINING STARS FOUNDATION
    PO BOX 730
    TABERNASH,CO80478     		N/A 509(a)(1) General Unrestricted 1,000
    SHOES AND CLOTHES FOR KIDS INC
    3311 PERKINS AVE STE 205
    CLEVELAND,OH44114     		N/A 509(a)(1) General Unrestricted 500
    SIMON WIESENTHAL CENTER
    1399 S ROXBURY 2ND FL
    LOS ANGELES,CA90035     		N/A 509(a)(1) General Unrestricted 75
    STATE POLICY NETWORK
    2020 14TH ST N STE 250
    ARLINGTON,VA22201     		N/A 509(a)(1) General Unrestricted 250
    SUICIDE PREVENTION EDUCATION
    29425 CHAGRIN BLVD STE 306
    CLEVELAND,OH44122     		N/A 509(a)(1) General Unrestricted 1,200
    SUMMER ON THE CUYAHOGA
    PO BOX 421
    CHAGRIN FALLS,OH44022     		N/A 509(a)(1) General Unrestricted 250
    TAX FOUNDATION
    529 14TH ST NW STE 420
    WASHINGTON,DC20045     		N/A 509(a)(1) General Unrestricted 100
    TEMPLE EMANU EL
    4545 BRAINARD RD
    ORANGE VILLAGE,OH44022     		N/A 509(a)(1) General Unrestricted 27,320
    TEMPLE EMANU EL
    4545 BRAINARD RD
    ORANGE VILLAGE,OH44022     		N/A 509(a)(1) Annual Fund 15,000
    THE ASPEN INSTITUTE INC
    1000 N 3RD ST
    ASPEN,CO81611     		N/A 509(a)(2) Society of Fellows Program 3,500
    THE ASPEN INSTITUTE INC
    1000 N 3RD ST
    ASPEN,CO81611     		N/A 509(a)(2) Society of Fellows Program 3,500
    THE BOGGY CREEK GANG INC
    30500 BRANTLEY BRANCH RD
    EUSTIS,FL32736     		N/A 509(a)(1) General Unrestricted 1,000
    THE BRIGHAM WOMENS HOSPITAL INC
    116 HUNTINGTON AVE 5TH FL
    BOSTON,MA02116     		N/A 509(a)(1) Master Clinicians Fund 2,000
    THE CLEVELAND ANIMAL PROTECTIVE LEA
    1729 WILLEY AVE
    CLEVELAND,OH44113     		N/A 509(a)(2) General Unrestricted 1,500
    THE FOUNDATION FOR EDUCATIONAL CHOI
    1 AMERICAN SQ STE 2420
    INDIANAPOLIS,IN46282     		N/A 509(a)(1) General Unrestricted 100
    THE FUND FOR AMERICAN STUDIES
    1706 NEW HAMPSHIRE AVE NW
    WASHINGTON,DC20009     		N/A 509(a)(1) General Unrestricted 250
    THE JEWISH FOUNDATION FOR THE RIGHT
    305 7TH AVE 19TH FLR
    NEW YORK,NY10001     		N/A 509(a)(1) General Unrestricted 100
    THE MUSICAL ARTS ASSOCIATION
    11001 EUCLID AVE
    CLEVELAND,OH44106     		N/A 509(a)(1) General Unrestricted 10,000
    THE MUSICAL ARTS ASSOCIATION
    11001 EUCLID AVE
    CLEVELAND,OH44106     		N/A 509(a)(1) Annual Fund 12,500
    THE MUSICAL ARTS ASSOCIATION
    11001 EUCLID AVE
    CLEVELAND,OH44106     		N/A 509(a)(1) Charitable Event 5,000
    THE MUSICAL ARTS ASSOCIATION OF MIA
    200 S BISCAYNE BLVD
    MIAMI,FL33131     		N/A 509(a)(3) Cleveland Orchestra Miami Residency Program 5,000
    THE SALVATION ARMY - GREATER CLEVEL
    PO BOX 6538
    CLEVELAND,OH44101     		N/A 509(a)(1) General Unrestricted 500
    UNITED CEREBRAL PALSY ASSOCIATION O
    10011 EUCLID AVE
    CLEVELAND,OH44106     		N/A 509(a)(1) General Unrestricted 1,000
    UNITED STATES HOLOCAUST MEMORIAL MU
    100 RAOUL WALLENBERG PL SW
    WASHINGTON,DC20024     		N/A 509(a)(1) Charitable Event 5,000
    UNITED WAY OF GREATER CLEVELAND
    1331 EUCLID AVE
    CLEVELAND,OH44115     		N/A 509(a)(1) General Unrestricted 30,000
    UNIVERSITY CIRCLE INCORPORATED
    10831 MAGNOLIA DR
    CLEVELAND,OH44106     		N/A 509(a)(2) General Unrestricted 100
    UNIVERSITY SCHOOL
    20701 BRANTLEY RD
    SHAKER HEIGHTS,OH44122     		N/A 509(a)(1) Tower Society Program 15,000
    UNIVERSITY SCHOOL
    20701 BRANTLEY RD
    SHAKER HEIGHTS,OH44122     		N/A 509(a)(1) Tower Society Program 15,000
    VALLEY SAVE A PET INC
    PO BOX 39221
    SOLON,OH44139     		N/A 509(a)(2) General Unrestricted 200
    VOCATIONAL GUIDANCE SERVICES
    2239 E 55TH ST
    CLEVELAND,OH44103     		N/A 509(a)(1) General Unrestricted 150
    WESTERN RESERVE HISTORICAL SOCIETY
    10825 E BLVD
    CLEVELAND,OH44106     		N/A 509(a)(1) General Unrestricted 250
    WESTERN RESERVE LAND CONSERVANCY
    12768 CHILLICOTHE RD 2ND FL
    CHESTERLAND,OH44026     		N/A 509(a)(1) General Unrestricted 250
    ZIONIST ORGANIZATION OF AMERICA
    4 E 34TH ST
    NEW YORK,NY10016     		N/A 509(a)(1) General Unrestricted 500
    Total .................................bullet 3a 495,600
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 131  
    4 Dividends and interest from securities....     14 315  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory          
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   446  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13446
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


    Software ID: 11000218
    Software Version: 2011.0.0
    Part VI Line 7 - Tax Paid Original Return: 80


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2011
    Name of organization
    Richard Horvitz and Erica Hartman-Horvitz Foundation
     
    Employer identification number

    31-1533634
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 2
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    Richard Horvitz and Erica Hartman-Horvitz Foundation
          		Employer identification number

    31-1533634
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    0001
     
     

    Horvitz Richard    
    6095 Parkland Blvd Suite 300
       
    Mayfield Heights, OH   44124

    		$3,722,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 3
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    Richard Horvitz and Erica Hartman-Horvitz Foundation
          		Employer identification number

    31-1533634
    Part II
    Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 4
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    Richard Horvitz and Erica Hartman-Horvitz Foundation
          		Employer identification number

    31-1533634
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    Use duplicate copies of Part III if additional space is needed
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Additional Data


    Software ID: 11000218
    Software Version: 2011.0.0

    TY 2011 GeneralExplanationAttachment
    Name:
    Richard Horvitz and Erica Hartman-Horvitz Foundation
    EIN: 31-1533634
    Software ID:11000218
    Software Version:2011.0.0
    Identifier Return Reference Explanation

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    Richard Horvitz and Erica Hartman-Horvitz Foundation
    EIN: 31-1533634
    Software ID:11000218
    Software Version:2011.0.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    STATE OF ISRAEL FLOATING BOND ISRLBND 2500000.00% 25,000 25,000

    TY 2011 LiquidationExplanationStmt
    Name:
    Richard Horvitz and Erica Hartman-Horvitz Foundation
    EIN: 31-1533634
    Software ID:11000218
    Software Version:2011.0.0
    Statement:
    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 1.6043-3a1 and the Form 990-PF instructions During the taxable year ending December 31, 2011, 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 495,600. This amount represents over 25 of the Foundations net assets of 33,464 as measured by fair market value at the beginning of the Foundations taxable year ending December 31, 2011. 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.


    TY 2011 OtherExpensesSchedule
    Name:
    Richard Horvitz and Erica Hartman-Horvitz Foundation
    EIN: 31-1533634
    Software ID:11000218
    Software Version:2011.0.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 5,288     5,288


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    Richard Horvitz and Erica Hartman-Horvitz Foundation
    EIN: 31-1533634
    Software ID:11000218
    Software Version:2011.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Moreland Management Co - 2010 Administrative Services Fees 2,000     2,000