-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
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)
100 PARK AVENUE NO 215
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORANGE VILLAGE
,
OH
44122
A Employer identification number
31-1533634
B
Telephone number (see instructions)
(440) 995-5200
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
2,385,403
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
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 instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
3,380,257
2
Check
.............
3
Interest on savings and temporary cash investments
2,366
2,366
4
Dividends and interest from securities
...
1,545
1,545
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
2,056,192
b
Gross sales price for all assets on line 6a
3,401,528
7
Capital gain net income (from Part IV, line 2)
...
2,056,192
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
........
5,440,360
2,060,103
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
2,698
1,349
1,349
c
Other professional fees (attach schedule)
....
1,171
586
585
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
591
196
395
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
4,460
2,131
2,329
25
Contributions, gifts, grants paid
.......
2,262,214
2,262,214
26
Total expenses and disbursements.
Add lines 24 and 25
2,266,674
2,131
2,264,543
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
3,173,686
b
Net investment income
(if negative, enter -0-)
2,057,972
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
1,219,638
2,360,403
2,360,403
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
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
25,000
25,000
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
1,244,638
2,385,403
2,385,403
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
1,244,638
2,385,403
29
Total net assets or fund balances
(see instructions)
.....
1,244,638
2,385,403
30
Total liabilities and net assets/fund balances
(see instructions)
.
1,244,638
2,385,403
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
1,244,638
2
Enter amount from Part I, line 27a
.....................
2
3,173,686
3
Other increases not included in line 2 (itemize)
3
2,000
4
Add lines 1, 2, and 3
..........................
4
4,420,324
5
Decreases not included in line 2 (itemize)
5
2,034,921
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
2,385,403
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1 a
77,716 SHARES OF ISHARES MSCI EMERGING MARKETS ETF
D
2019-12-11
2019-12-16
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
3,401,528
1,345,336
2,056,192
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
2,056,192
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
2,056,192
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 instructions). If (loss), enter -0-
in Part I, line 8
...................
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?
Yes
No
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 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))
2018
2,115,651
2,899,774
0.729592
2017
2,414,995
4,460,469
0.541422
2016
1,665,268
4,115,723
0.404611
2015
1,809,389
2,939,941
0.615451
2014
1,911,709
1,091,368
1.751663
2
Total
of line 1, column (d)
.....................
2
4.042739
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.808548
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
1,230,193
5
Multiply line 4 by line 3
......................
5
994,670
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
20,580
7
Add lines 5 and 6
........................
7
1,015,250
8
Enter qualifying distributions from Part XII, line 4
,.............
8
2,264,543
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.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
20,580
here
and 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
0
3
Add lines 1 and 2
...........................
3
20,580
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
20,580
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
150
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
150
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
20,430
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
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 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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
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
No
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 instructions)
OH
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 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
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
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
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 instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
MORELAND MANAGEMENT COMPANY
Telephone no.
(440) 995-5200
Located at
100 PARK AVENUE SUITE 215
ORANGE VILLAGE
OH
ZIP+4
44122
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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 instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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 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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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 instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
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 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
RICHARD HORVITZ
PRESIDENT/TRUSTEE
1.00
0
0
0
100 PARK AVENUE SUITE 215
ORANGE VILLAGE
,
OH
44122
ERICA HARTMAN-HORVITZ
TRUSTEE
1.00
0
0
0
100 PARK AVENUE SUITE 215
ORANGE VILLAGE
,
OH
44122
DIANE O MALARIK
TREASURER
1.00
0
0
0
100 PARK AVENUE SUITE 215
ORANGE VILLAGE
,
OH
44122
STEVEN L NUTT
SECRETARY
1.00
0
0
0
100 PARK AVENUE SUITE 215
ORANGE VILLAGE
,
OH
44122
RANCH FIDUCIARY CORPORATION
TRUSTEE
1.00
0
0
0
PO BOX 3652
JACKSON
,
WY
83001
2
Compensation of five highest-paid employees (other than those included on line 1—see 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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
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
Part IX-B
Summary of Program-Related Investments
(see 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 instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see 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
1,223,927
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
1,248,927
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
1,248,927
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
18,734
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
1,230,193
6
Minimum investment return.
Enter 5% of line 5
..................
6
61,510
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
61,510
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
20,580
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
20,580
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
40,930
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
40,930
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
40,930
Part XII
Qualifying Distributions
(see 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
..........
1a
2,264,543
b
Program-related investments—total from Part IX-B
..................
1b
0
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
2,264,543
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 instructions
.................
5
20,580
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
2,243,963
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
40,930
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
1,896,057
b
From 2015
......
1,662,415
c
From 2016
......
1,485,544
d
From 2017
......
2,197,551
e
From 2018
......
2,007,109
f
Total
of lines 3a through e
........
9,248,676
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
2,264,543
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
40,930
e
Remaining amount distributed out of corpus
2,223,613
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
11,472,289
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
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
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
1,896,057
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
9,576,232
10
Analysis of line 9:
a
Excess from 2015
....
1,662,415
b
Excess from 2016
....
1,485,544
c
Excess from 2017
....
2,197,551
d
Excess from 2018
....
2,007,109
e
Excess from 2019
....
2,223,613
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see 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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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 foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List 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).)
RICHARD HORVITZ
ERICA HARTMAN-HORVITZ
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
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)
a
Paid during the year
ACCURACY IN MEDIA INC
1717 K STREET NW SUITE 900
WASHINGTON
,
DC
20006
N/A
PC
GENERAL & UNRESTRICTED
125
ACHIEVEMENT CENTERS FOR CHILDREN
4255 NORTHFIELD ROAD
HIGHLAND HILLS
,
OH
44128
N/A
PC
GENERAL & UNRESTRICTED
250
AFRICAN WILDLIFE FOUNDATION
1100 NEW JERSEY AVESE STE 900
WASHINGTON
,
DC
20003
N/A
PC
GENERAL & UNRESTRICTED
150
AISH HATORAH
14077 CEDAR ROAD 7
SOUTH EUCLID
,
OH
44118
N/A
PC
GENERAL & UNRESTRICTED
50,000
AISH HATORAH
14077 CEDAR ROAD 7
SOUTH EUCLID
,
OH
44118
N/A
PC
HASBARA PROGRAM
25,000
AMERICAN COUNCIL OF TRUSTEES AND ALUMNI
1730 M STREET NW STE 600
WASHINGTON
,
DC
20036
N/A
PC
GENERAL & UNRESTRICTED
500
AMERICAN ENTERPRISE INSTITUTE
1789 MASSACHUSETTS AVENUE NW
WASHINGTON
,
DC
20036
N/A
PC
GENERAL & UNRESTRICTED
2,000
AMERICAN FEDERATION FOR CHILDREN INC
1020 19TH ST NW STE 675
WASHINGTON
,
DC
20036
N/A
PC
GENERAL & UNRESTRICTED
1,000
AMERICAN FRIENDS OF MAGEN DAVID ADOM
23215 COMMERCE PARK DRIVE
BEACHWOOD
,
OH
44122
N/A
PC
GENERAL & UNRESTRICTED
250
AMERICAN FRIENDS OF THE ISRAEL MUSEUM
545 FIFTH AVENUE STE 920
NEW YORK
,
NY
10017
N/A
PC
GENERAL & UNRESTRICTED
3,000
AMERICAN JEWISH COMMITTEE
1422 EUCLID AVE SUITE 904
CLEVELAND
,
OH
44115
N/A
PC
GLOBAL JEWISH ADVOCACY
2,500
AMERICAN JEWISH COMMITTEE
165 E 56TH STREET
NEW YORK
,
NY
10022
N/A
PC
GENERAL & UNRESTRICTED
250
AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
424 E 92ND STREET
NEW YORK
,
NY
10128
N/A
PC
GENERAL & UNRESTRICTED
250
AMERICARES FOUNDATION INC
88 HAMILTON AVENUE
STAMFORD
,
CT
06902
N/A
PC
GENERAL & UNRESTRICTED
250
APOLLO'S FIRE
3091 MAYFIELD ROAD STE 217
CLEVELAND HEIGHTS
,
OH
44118
N/A
PC
GENERAL & UNRESTRICTED
2,000
ASPEN ART MUSEUM
637 E HYMAN AVENUE
ASPEN
,
CO
81611
N/A
PC
GENERAL & UNRESTRICTED
1,000
ASPEN COMMUNITY FOUNDATION
455 GOLD RIVERS COURT SUITE 515
BASALT
,
CO
81621
N/A
PC
GENERAL & UNRESTRICTED
5,000
ASPEN HISTORICAL SOCIETY
620 W BLEEKER STREET
ASPEN
,
CO
81611
N/A
PC
GENERAL & UNRESTRICTED
100
ASPEN JEWISH CONGREGATION
77 MEADOWOOD DRIVE
ASPEN
,
CO
81611
N/A
PC
GENERAL & UNRESTRICTED
2,000
ASPEN MUSIC FESTIVAL AND SCHOOL
225 MUSIC SCHOOL ROAD
ASPEN
,
CO
81611
N/A
PC
GENERAL & UNRESTRICTED
4,000
ASPEN VALLEY HOSPITAL FOUNDATION
401 CASTLE CREEK ROAD
ASPEN
,
CO
81611
N/A
PC
GENERAL & UNRESTRICTED
1,000
BEECH BROOK
3737 LANDER ROAD
PEPPER PIKE
,
OH
44124
N/A
PC
GENERAL & UNRESTRICTED
200
BELLEFAIRE JEWISH CHILDRENS BUREAU
22001 FAIRMOUNT BLVD
SHAKER HEIGHTS
,
OH
44118
N/A
PC
GENERAL & UNRESTRICTED
430
BELLEFAIRE JEWISH CHILDRENS BUREAU
22001 FAIRMOUNT BLVD
SHAKER HEIGHTS
,
OH
44118
N/A
PC
CAPITAL CAMPAIGN
5,000
CASE COMPREHENSIVE CANCER CENTER
10900 EUCLID AVENUE
CLEVELAND
,
OH
44106
N/A
PC
GENERAL & UNRESTRICTED
1,000
CASE COMPREHENSIVE CANCER CENTER
10900 EUCLID AVENUE
CLEVELAND
,
OH
441064923
N/A
PC
C.C.C. RESEARCH INNOVATION
5,000
CASE WESTERN RESERVE UNIVERSITY SCHOOL OF MEDICINE
10900 EUCLID AVENUE
CLEVELAND
,
OH
44106
N/A
PC
AMICI
1,000
CATO INSTITUTE
1000 MASSACHUSETTS AVE NW
WASHINGTON
,
DC
20001
N/A
PC
GENERAL & UNRESTRICTED
100
CENTER FOR FAMILIES AND CHILDREN
4500 EUCLID AVENUE
CLEVELAND
,
OH
44103
N/A
PC
GENERAL & UNRESTRICTED
250
CENTER FOR INDIVIDUAL RIGHTS
1100 CONNECTICUT AVENUE NW SUITE
625
WASHINGTON
,
DC
20036
N/A
PC
GENERAL & UNRESTRICTED
2,000
CENTER FOR JEWISH LIFE - HILLEL AT PRINCETON UNIVERSITY
70 WASHINGTON ROAD
PRINCETON
,
NJ
08540
N/A
PC
GENERAL & UNRESTRICTED
1,800
CHALLENGE ASPEN
PO BOX 6639
SNOWMASS VILLAGE
,
CO
81615
N/A
PC
GENERAL & UNRESTRICTED
1,500
CHAMAH
473 EMPIRE BOULEVARD
BROOKLYN
,
NY
11225
N/A
PC
GENERAL & UNRESTRICTED
1,800
CHARITYWATCH
3450 NORTH LAKE SHORE DRIVE STE
2802
CHICAGO
,
IL
60657
N/A
PC
GENERAL & UNRESTRICTED
125
CHILDREN'S TUMOR FOUNDATION
120 WALL STREET 16TH FLOOR
NEW YORK
,
NY
100053904
N/A
PC
GENERAL & UNRESTRICTED
177,500
CHILDREN'S TUMOR FOUNDATION
120 WALL STREET 16TH FLOOR
NEW YORK
,
NY
100053904
N/A
PC
DISCOVERY FUND
250,000
CHILDREN'S TUMOR FOUNDATION
370 LEXINGTON AVE SUITE 2100
NEW YORK
,
NY
10017
N/A
PC
SCHWANNOMATOSIS SYNODOS PROJECT
333,334
CHORDOMA FOUNDATION
PO BOX 2127
DURHAM
,
NC
27702
N/A
PC
GENERAL & UNRESTRICTED
25,000
CITYMUSIC CLEVELAND
2865 FAIRFAX ROAD
CLEVELAND
,
OH
44118
N/A
PC
GENERAL & UNRESTRICTED
100
CLARE BOOTHE LUCE POLICY INSTITUTE
112 ELDEN STREET SUITE P
HERNDON
,
VA
20170
N/A
PC
GENERAL & UNRESTRICTED
100
CLAREMONT INSTITUTE
1317 W FOOTHILL BLVD STE 120
UPLAND
,
CA
91786
N/A
PC
GENERAL & UNRESTRICTED
250
CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVENUE DV2
CLEVELAND
,
OH
44195
N/A
PC
GENERAL & UNRESTRICTED
5,000
CLEVELAND FOODBANK INC
15500 S WATERLOO ROAD
CLEVELAND
,
OH
44110
N/A
PC
GENERAL & UNRESTRICTED
250
CLEVELAND HEARING AND SPEECH CENTER
11635 EUCLID AVENUE
CLEVELAND
,
OH
44106
N/A
PC
GENERAL & UNRESTRICTED
200
CLEVELAND INSTITUTE OF ART
11610 EUCLID AVENUE
CLEVELAND
,
OH
44106
N/A
PC
GENERAL & UNRESTRICTED
2,000
CLEVELAND INSTITUTE OF MUSIC
11021 EAST BOULEVARD
CLEVELAND
,
OH
44106
N/A
PC
GENERAL & UNRESTRICTED
8,000
CLEVELAND INTERNATIONAL PIANO COMPETITION
20600 CHAGRIN BLVD STE 1110
SHAKER HEIGHTS
,
OH
44122
N/A
PC
GENERAL & UNRESTRICTED
10,000
CLEVELAND MUSEUM OF ART
11150 EAST BOULEVARD
CLEVELAND
,
OH
44106
N/A
PC
PRINT CLUB
500
CLEVELAND MUSEUM OF ART
11150 EAST BOULEVARD
CLEVELAND
,
OH
44106
N/A
PC
GENERAL & UNRESTRICTED
3,500
CLEVELAND MUSEUM OF NATURAL HISTORY
1 WADE OVAL DRIVE UNIVERSITY CIRCLE
CLEVELAND
,
OH
44106
N/A
PC
GENERAL & UNRESTRICTED
500
CLEVELAND ORCHESTRA MIAMI RESIDENCY
1300 BISCAYNE BOULEVARD
MIAMI
,
FL
33132
N/A
PC
GENERAL & UNRESTRICTED
5,000
CLEVELAND PLAY HOUSE
1901 E 13TH STREET STE 200
CLEVELAND
,
OH
44114
N/A
PC
GENERAL & UNRESTRICTED
2,500
CLEVELAND POPS ORCHESTRA
24000 MERCANTILE ROAD STE 8
BEACHWOOD
,
OH
44122
N/A
PC
GENERAL & UNRESTRICTED
500
CLEVELAND SIGHT CENTER
1909 E 101ST STREET
CLEVELAND
,
OH
44106
N/A
PC
GENERAL & UNRESTRICTED
5,000
CLEVELAND ZOOLOGICAL SOCIETY
3900 WILDLIFE WAY
CLEVELAND
,
OH
44109
N/A
PC
GENERAL & UNRESTRICTED
500
COAST GUARD FOUNDATION INC
394 TAUGWONK ROAD
STONINGTON
,
CT
06378
N/A
PC
GENERAL & UNRESTRICTED
100
COMMENTARY INC
561 7TH AVENUE
NEW YORK
,
NY
10018
N/A
PC
GENERAL & UNRESTRICTED
200
COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING IN AMERICA INC
PO BOX 35040
BOSTON
,
MA
02135
N/A
PC
GENERAL & UNRESTRICTED
150
CONGREGATION CHAI LIFELINE
151 W 30TH STREET
NEW YORK
,
NY
10001
N/A
PC
GENERAL & UNRESTRICTED
250
COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC - CARE
PO BOX 1871
MERRIFIELD
,
VA
22116
N/A
PC
GENERAL & UNRESTRICTED
250
CROHNS & COLITIS FOUNDATION
4700 ROCKSIDE ROAD 425
INDEPENDENCE
,
OH
44131
N/A
PC
GENERAL & UNRESTRICTED
1,000
DIVERSITY CENTER OF NORTHEAST OHIO INC
3659 GREEN ROAD SUITE 220
CLEVELAND
,
OH
44122
N/A
PC
GENERAL & UNRESTRICTED
1,000
DOCTORS WITHOUT BORDERS USA INC
333 7TH AVENUE 2ND FLOOR
NEW YORK
,
NY
10001
N/A
PC
GENERAL & UNRESTRICTED
150
DOMESTIC VIOLENCE & CHILD ADVOCACY CENTER
PO BOX 5466
CLEVELAND
,
OH
44101
N/A
PC
GENERAL & UNRESTRICTED
250
DUKE UNIVERSITY OF LAW SCHOOL
PO BOX 90581
DURHAM
,
NC
27708
N/A
PC
GENERAL & UNRESTRICTED
10,000
DUKE UNIVERSITY OF LAW SCHOOL
PO BOX 90581
DURHAM
,
NC
27708
N/A
PC
PUBLIC POLICY PROGRAM
250,000
DUKE UNIVERSITY OF LAW SCHOOL
PO BOX 90581
DURHAM
,
NC
27708
N/A
PC
HORVITZ STUDENT FELLOWSHIP FUND
100,000
DUKE UNIVERSITY OF LAW SCHOOL
PO BOX 90581
DURHAM
,
NC
27708
N/A
PC
DEAN LEVI FUND
50,000
EDCHOICE INC
111 MONUMENT CIRCLE SUITE 2650
INDIANAPOLIS
,
IN
46204
N/A
PC
GENERAL & UNRESTRICTED
100
FARM SANCTUARY INC
PO BOX 150
WATKINS GLEN
,
NY
14891
N/A
PC
GENERAL & UNRESTRICTED
250
FLASHES OF HOPE
36 S FRANKLIN STREET
CHAGRIN FALLS
,
OH
44022
N/A
PC
BIG SHOTS & LITTLE STARS
10,000
FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION INC
510 WALNUT STREET SUITE 1250
PHILADELPHIA
,
PA
19106
N/A
PC
GENERAL & UNRESTRICTED
250
FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC
1800 M STREET NW SUITE 8005
WASHINGTON
,
DC
20036
N/A
PC
GENERAL & UNRESTRICTED
1,000
FREEMAN CENTER FOR JEWISH LIFE AT DUKE UNIVERSITY
1415 FARBER STREET
DURHAM
,
NC
27708
N/A
PC
GENERAL & UNRESTRICTED
1,800
FRIENDS OF ORANGE LIBRARY
31975 CHAGRIN BOULEVARD
PEPPER PIKE
,
OH
44124
N/A
PC
GENERAL & UNRESTRICTED
150
FRIENDS OF THE ISRAEL DEFENSE FORCES
PO BOX 999
WALLED LAKE
,
MI
48390
N/A
PC
GENERAL & UNRESTRICTED
1,600
FRIENDS OF THE ISRAEL DEFENSE FORCES
PO BOX 999
WALLED LAKE
,
MI
48390
N/A
PC
SCHOLARSHIPS
8,000
FRIENDSHIP CIRCLE OF CLEVELAND INC
27900 GATES MILLS BLVD
PEPPER PIKE
,
OH
44124
N/A
PC
GENERAL & UNRESTRICTED
500
FRONT EXHIBITION COMPANY
1460 WEST 29TH STREET
CLEVELAND
,
OH
44113
N/A
PC
GENERAL & UNRESTRICTED
1,000
FRONT RANGE EQUINE RESCUE
PO BOX 458
OCALA
,
FL
34478
N/A
PC
GENERAL & UNRESTRICTED
100
FUCHS MIZRACHI SCHOOL
26600 SHAKER BOULEVARD
BEACHWOOD
,
OH
44122
N/A
PC
GENERAL & UNRESTRICTED
5,000
GEAUGA COUNTY HUMANE SOCIETY
15463 CHILLICOTHE ROAD
NOVELTY
,
OH
44072
N/A
PC
RESCUE VILLAGE
250
GORILLA FOUNDATION
1733 WOODSIDE ROAD STE 330
REDWOOD CITY
,
CA
94061
N/A
PC
GENERAL & UNRESTRICTED
100
GREAT LAKES MUSEUM OF SCIENCE ENVIRONMENT AND TECHNOLOGY
601 ERIESIDE AVENUE
CLEVELAND
,
OH
44114
N/A
PC
GENERAL & UNRESTRICTED
500
GROSS SCHECHTER DAY SCHOOL
27601 FAIRMOUNT BOULEVARD
PEPPER PIKE
,
OH
44124
N/A
PC
GENERAL & UNRESTRICTED
5,360
HANDS TOGETHER INC
PO BOX 80985
SPRINGFIELD
,
MA
01138
N/A
PC
GENERAL & UNRESTRICTED
100
HATHAWAY BROWN SCHOOL
19600 N PARK BOULEVARD
SHAKER HEIGHTS
,
OH
44122
N/A
PC
GENERAL & UNRESTRICTED
8,000
HATTIE LARLHAM COMMUNITY SERVICES
9772 DIAGONAL ROAD
MANTUA
,
OH
44255
N/A
PC
GENERAL & UNRESTRICTED
200
HEBREW ACADEMY OF CLEVELAND
1860 S TAYLOR ROAD
CLEVELAND HEIGHTS
,
OH
44118
N/A
PC
GENERAL & UNRESTRICTED
5,000
HERITAGE FOUNDATION
214 MASSACHUSETTS AVENUE NE
WASHINGTON
,
DC
20002
N/A
PC
GENERAL & UNRESTRICTED
150
HOMES FOR OUR TROOPS INC
6 MAIN STREET
TAUNTON
,
MA
02780
N/A
PC
GENERAL & UNRESTRICTED
2,000
HOPEWELL
9637 STATE ROUTE 534
MESOPOTAMIA
,
OH
44439
N/A
PC
GENERAL & UNRESTRICTED
200
HOSPICE OF THE WESTERN RESERVE
300 E 185TH STREET
CLEVELAND
,
OH
44119
N/A
PC
GENERAL & UNRESTRICTED
360
HOUSE OF HEALING AT DUKE UNIVERSITY
501 NORTH ESTES DRIVE
CHAPEL HILL
,
NC
27514
N/A
PC
GENERAL & UNRESTRICTED
250
I CARE I CURE CHILDHOOD CANCER FOUNDATION
PO BOX 291386
DAVIE
,
FL
33329
N/A
PC
GENERAL & UNRESTRICTED
1,000
IDEASTREAM WVIZ AND WCPN
1375 EUCLID AVENUE
CLEVELAND
,
OH
44115
N/A
PC
GENERAL & UNRESTRICTED
1,000
IN DEFENSE OF ANIMALS
3010 KERNER BOULEVARD
SAN RAFAEL
,
CA
94901
N/A
PC
GENERAL & UNRESTRICTED
100
INDEPENDENCE PASS FOUNDATION
PO BOX 1700
ASPEN
,
CO
81612
N/A
PC
GENERAL & UNRESTRICTED
100
INSTITUTE FOR JUSTICE
901 N GLEBE ROAD STE 900
ARLINGTON
,
VA
22203
N/A
PC
GENERAL & UNRESTRICTED
2,000
INTERMUSEUM CONSERVATION ASSOCIATION
2915 DETROIT AVENUE
CLEVELAND
,
OH
44113
N/A
PC
GENERAL & UNRESTRICTED
375
INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS
PO BOX 96105
WASHINGTON
,
DC
20090
N/A
PC
GENERAL & UNRESTRICTED
150
INVESTIGATIVE PROJECT ON TERRORISM FOUNDATION
5614 CONNECTICUT AVENUE NW STE 341
WASHINGTON
,
DC
20015
N/A
PC
GENERAL & UNRESTRICTED
2,500
JEWISH COMMUNITY CENTER
435 WEST MAIN STREET
ASPEN
,
CO
81611
N/A
PC
SKI TO LIVE PROGRAM
2,500
JEWISH FAMILY SERVICE ASSOCIATION
3659 GREEN ROAD STE 322
BEACHWOOD
,
OH
44122
N/A
PC
GENERAL & UNRESTRICTED
5,000
JEWISH FEDERATION OF CLEVELAND
25701 SCIENCE PARK DRIVE
BEACHWOOD
,
OH
44122
N/A
PC
CLEVELAND ISRAEL ART CONNECTION PROGRAM
7,500
JEWISH FEDERATION OF CLEVELAND
25701 SCIENCE PARK DRIVE
BEACHWOOD
,
OH
44122
N/A
PC
GENERAL & UNRESTRICTED
405,380
JEWISH FEDERATION OF CLEVELAND
25701 SCIENCE PARK DRIVE
BEACHWOOD
,
OH
44122
N/A
PC
JFC CEMETERY PRESERVATION CAMPAIGN
25,000
JEWISH FOUNDATION FOR THE RIGHTEOUS INC
80 MAIN STREET
WEST ORANGE
,
NJ
07052
N/A
PC
GENERAL & UNRESTRICTED
100
JEWISH SACRED SOCIETY OF CLEVELAND CHEVRA KADISHA
3504 BENDEMEER ROAD
CLEVELAND HEIGHTS
,
OH
44118
N/A
PC
GENERAL & UNRESTRICTED
180
JOSEPH AND FLORENCE MANDEL JEWISH DAY SCHOOL
26500 SHAKER BLVD
BEACHWOOD
,
OH
44122
N/A
PC
GENERAL & UNRESTRICTED
5,000
LAKEVIEW CEMETERY FOUNDATION
12316 EUCLID AVENUE
CLEVELAND
,
OH
441064393
N/A
PC
GENERAL & UNRESTRICTED
1,800
LIFEACT
210 BELL STREET SUITE 200
CHAGRIN FALLS
,
OH
44022
N/A
PC
GENERAL & UNRESTRICTED
1,000
MAKE-A-WISH FOUNDATION OF SOUTH FLORIDA INC
4491 S STATE ROAD 7 STE 201
DAVIE
,
FL
33314
N/A
PC
GENERAL & UNRESTRICTED
2,500
MALTZ MUSEUM OF JEWISH HERITAGE
2929 RICHMOND ROAD
BEACHWOOD
,
OH
44122
N/A
PC
GENERAL & UNRESTRICTED
75
MANHATTAN INSTITUTE FOR POLICY RESEARCH INC
52 VANDERBILT AVENUE
NEW YORK
,
NY
10017
N/A
PC
GENERAL & UNRESTRICTED
500
MEDWISH INTERNATIONAL
1625 E 31ST STREET
CLEVELAND
,
OH
44114
N/A
PC
BAND-AID BASH
1,000
MIDDLE EAST MEDIA AND RESEARCH INSTITUTE INC
1819 L STREET NW
WASHINGTON
,
DC
20036
N/A
PC
GENERAL & UNRESTRICTED
125
MORELAND HILLS POLICE & EMPLOYEES FOUNDATION
4350 SOM CENTER ROAD
MORELAND HILLS
,
OH
44022
N/A
GOV
GENERAL & UNRESTRICTED
500
MORELAND HILLS POLICE & EMPLOYEES FOUNDATION
4350 SOM CENTER ROAD
MORELAND HILLS
,
OH
44022
N/A
GOV
SUPPORT FOR EMPLOYEE CLAMBAKE
100
MOUNTAIN RESCUE ASPEN INC
37925 HIGHWAY 82
ASPEN
,
CO
81611
N/A
PC
GENERAL & UNRESTRICTED
150
MOVING PICTURES INSTITUTE
375 GREENWICH STREET
NEW YORK
,
NY
10013
N/A
PC
GENERAL & UNRESTRICTED
100
MULTIPLE MYELOMA RESEARCH FOUNDATION
383 MAIN AVE 5TH FLOOR
NORWALK
,
CT
06851
N/A
PC
GENERAL & UNRESTRICTED
360
MUSEUM OF CONTEMPORARY ART CLEVELAND
11400 EUCLID AVENUE
CLEVELAND
,
OH
44106
N/A
PC
GENERAL & UNRESTRICTED
2,500
NATIONAL ASSOCIATION OF SCHOLARS
420 MADISON AVENUE 7TH FLOOR
NEW YORK
,
NY
10017
N/A
PC
GENERAL & UNRESTRICTED
1,000
NATIONAL LEGAL & POLICY CENTER
107 PARK WASHINGTON COURT
FALLS CHURCH
,
VA
22046
N/A
PC
GENERAL & UNRESTRICTED
1,000
NF FORWARD
1074 WOODWARD AVENUE
DETROIT
,
MI
48226
N/A
PC
DETROIT GALA
25,000
NORTH COAST COMMUNITY HOMES INC
14221 BROADWAY AVENUE
CLEVELAND
,
OH
44125
N/A
PC
GENERAL & UNRESTRICTED
150
NORTHEAST OHIO SPCA INC
9555 BROOKPARK ROAD
WESTLAKE
,
OH
44129
N/A
PC
GENERAL & UNRESTRICTED
125
OHIO STATE UNIVERSITY COLLEGE OF VETERINARY MEDICINE
127G VMAB 1900 COFFEY ROAD
COLUMBUS
,
OH
43210
N/A
PC
GENERAL & UNRESTRICTED
2,500
ORANGE SCHOOL BOOSTERS CLUB INC
2753 BELGRAVE ROAD
PEPPER PIKE
,
OH
44124
N/A
PC
GENERAL & UNRESTRICTED
100
PLAYHOUSE SQUARE FOUNDATION
1501 EUCLID AVENUE SUITE 200
CLEVELAND
,
OH
44115
N/A
PC
GENERAL & UNRESTRICTED
8,500
PRINCETON UNIVERSITY
330 ALEXANDER STREET
PRINCETON
,
NJ
08540
N/A
PC
GENERAL & UNRESTRICTED
10,000
RABBINICAL COLLEGE OF TELSHE INC
28400 EUCLID AVENUE
WICKLIFFE
,
OH
44092
N/A
PC
TELSHE YESHIVA
500
ROCK AND ROLL HALL OF FAME AND MUSEUM INC
1100 ROCK AND ROLL BOULEVARD
CLEVELAND
,
OH
44114
N/A
PC
GENERAL & UNRESTRICTED
500
SERIOUSFUN CHILDREN'S NETWORK
228 SAUGATUCK AVENUE
WESTPORT
,
CT
06880
N/A
PC
GENERAL & UNRESTRICTED
2,500
SHINING STARS FOUNDATION
PO BOX 730
TABERNASH
,
CO
80478
N/A
PC
GENERAL & UNRESTRICTED
1,000
SHOES AND CLOTHES FOR KIDS INC
3500 LORAIN AVENUE STE 301
CLEVELAND
,
OH
44113
N/A
PC
GENERAL & UNRESTRICTED
500
SHRINERS HOSPITALS FOR CHILDREN - CINCINNATI
3229 BURNET AVENUE
CINCINNATI
,
OH
45229
N/A
PC
GENERAL & UNRESTRICTED
2,500
SIMON WIESENTHAL CENTER
1399 S ROXBURY 2ND FLOOR
LOS ANGELES
,
CA
90035
N/A
PC
GENERAL & UNRESTRICTED
100
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACE
MEMPHIS
,
TN
38105
N/A
PC
GENERAL & UNRESTRICTED
2,500
STANDWITHUS
PO BOX 341069
LOS ANGELES
,
CA
90034
N/A
PC
GENERAL & UNRESTRICTED
250
STATE POLICY NETWORK
1655 N FORT MYER DRIVE SUITE 360
ARLINGTON
,
VA
22209
N/A
PC
GENERAL & UNRESTRICTED
2,500
STATE POLICY NETWORK
1655 N FORT MYER DRIVE SUITE 360
ARLINGTON
,
VA
22209
N/A
PC
PUBLIC EMPLOYEE UNION PROJECTS
2,500
TAX FOUNDATION
1325 G STREET NW STE 950
WASHINGTON
,
DC
20005
N/A
PC
GENERAL & UNRESTRICTED
100
TEMPLE EMANU EL
4545 BRAINARD ROAD
ORANGE VILLAGE
,
OH
44022
N/A
PC
GENERAL & UNRESTRICTED
27,650
TEMPLE EMANU EL
4545 BRAINARD ROAD
ORANGE VILLAGE
,
OH
44022
N/A
PC
BOOK OF MEMORY - IN MEMORY OF MARCY HORVITZ AND CALVIN KIRCHICK
180
TEMPLE EMANU EL
4545 BRAINARD ROAD
ORANGE VILLAGE
,
OH
44022
N/A
PC
VISION CAMPAIGN
50,000
TEMPLE EMANU EL
4545 BRAINARD ROAD
ORANGE VILLAGE
,
OH
44022
N/A
PC
SUPPLEMENT SAFETY AND SECURITY GRANT
1,000
THE ASPEN INSTITUTE INC
1000 N 3RD ST
ASPEN
,
CO
81611
N/A
PC
GENERAL & UNRESTRICTED
3,500
THE CLARION PROJECT
1856 N NOB HILL ROAD STE 210
PLANTATION
,
FL
33322
N/A
PC
GENERAL & UNRESTRICTED
10,000
THE CLEVELAND ANIMAL PROTECTIVE LEAGUE
1729 WILLEY AVENUE
CLEVELAND
,
OH
44113
N/A
PC
GENERAL & UNRESTRICTED
1,500
THE FUND FOR AMERICAN STUDIES
1706 NEW HAMPSHIRE AVE NW
WASHINGTON
,
DC
20009
N/A
PC
GENERAL & UNRESTRICTED
250
THE MUSICAL ARTS ASSOCIATION
11001 EUCLID AVENUE
CLEVELAND
,
OH
44106
N/A
PC
GENERAL & UNRESTRICTED
12,500
THE SALVATION ARMY - GREATER CLEVELAND
PO BOX 6538
CLEVELAND
,
OH
44101
N/A
PC
GENERAL & UNRESTRICTED
500
UNITED CEREBRAL PALSY ASSOCIATION OF GREATER CLEVELAND INC
10011 EUCLID AVENUE
CLEVELAND
,
OH
44106
N/A
PC
GENERAL & UNRESTRICTED
1,000
UNITED STATES ARTISTS
980 N MICHIGAN AVE SUITE 1300
CHICAGO
,
IL
60611
N/A
PC
GENERAL & UNRESTRICTED
5,000
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
MIDWEST REGIONAL OFFICE PO BOX 1852
HIGHLAND PARK
,
IL
60035
N/A
PC
GENERAL & UNRESTRICTED
5,000
UNITED WAY OF GREATER CLEVELAND
1331 EUCLID AVENUE
CLEVELAND
,
OH
44115
N/A
PC
GENERAL & UNRESTRICTED
54,000
UNIVERSITY CIRCLE INCORPORATED
10831 MAGNOLIA DRIVE
CLEVELAND
,
OH
44106
N/A
PC
GENERAL & UNRESTRICTED
100
UNIVERSITY HOSPITALS SEIDMAN CANCER CENTER
11100 EUCLID AVENUE
CLEVELAND
,
OH
44106
N/A
PC
GI SPORE GRANT
100,000
UNIVERSITY HOSPITALS
11100 EUCLID AVENUE
CLEVELAND
,
OH
44106
N/A
PC
HARRINGTON HEART & VASCULAR INSTITUTE
180
UNIVERSITY HOSPITALS
11100 EUCLID AVENUE
CLEVELAND
,
OH
44106
N/A
PC
ROTHSTEIN CXO GIFT
15,000
UNIVERSITY SCHOOL
2785 SOM CENTER ROAD
HUNTING VALLEY
,
OH
44022
N/A
PC
GENERAL & UNRESTRICTED
25,000
VALLEY SAVE A PET INC
PO BOX 39221
SOLON
,
OH
44139
N/A
PC
GENERAL & UNRESTRICTED
150
VOCATIONAL GUIDANCE SERVICES
2239 E 55TH STREET
CLEVELAND
,
OH
44103
N/A
PC
GENERAL & UNRESTRICTED
150
WESTERN RESERVE HISTORICAL SOCIETY
10825 EAST BOULEVARD
CLEVELAND
,
OH
44106
N/A
PC
GENERAL & UNRESTRICTED
250
WESTERN RESERVE LAND CONSERVANCY
3850 CHAGRIN RIVER ROAD
MORELAND HILLS
,
OH
44022
N/A
PC
GENERAL & UNRESTRICTED
250
ZIONIST ORGANIZATION OF AMERICA
633 THIRD AVENUE SUITE 31-B
NEW YORK
,
NY
10017
N/A
PC
GENERAL & UNRESTRICTED
500
Total
.................................
3a
2,262,214
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
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 instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
2,366
4
Dividends and interest from securities
....
14
1,545
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
2,056,192
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)
..
0
2,060,103
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
2,060,103
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
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 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
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) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
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) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description