Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
RDM FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)100 PARK AVENUE 215
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORANGE VILLAGE, OH44122
A Employer identification number

45-3712288
B Telephone number (see instructions)

(440) 995-5200
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,736,349J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,702,469
2 Check right arrow.............
3 Interest on savings and temporary cash investments 35,685 35,685  
4 Dividends and interest from securities...      
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........ 1,738,154 35,685  
Operating and Administrative Expenses 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)......... Click to see attachment
List of Attached Documents:
// Content
5,688 2,844   2,844
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,608 804   804
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
200 200   0
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
List of Attached Documents:
// Content
2,577 2,577   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,073 6,425   3,648
25 Contributions, gifts, grants paid....... 987,851 987,851
26 Total expenses and disbursements. Add lines 24 and 25 997,924 6,425   991,499
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 740,230
b Net investment income (if negative, enter -0-) 29,260
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 996,151 773,819 773,819
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow12,530
Less: allowance for doubtful accounts right arrow     12,530 12,530
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 Click to see attachment
List of Attached Documents:
// Content
950,000 		950,000
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 996,151 1,736,349 1,736,349
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 996,151 1,736,349
29 Total net assets or fund balances (see instructions)..... 996,151 1,736,349
30 Total liabilities and net assets/fund balances (see instructions). 996,151 1,736,349
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
996,151
2
Enter amount from Part I, line 27a .....................
2
740,230
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,736,381
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
32
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,736,349
Form 990-PF (2023)
Form 990-PF (2023)
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 instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 407
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 407
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- ..... 5 407
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 16
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 750
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 766
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 359
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow359 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 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 addressright arrowN/A
14
The books are in care ofright arrowSTEVEN M FEATHER Telephone no.right arrow (440) 995-5200

Located atright arrow100 PARK AVENUE SUITE 215ORANGE VILLAGEOH ZIP+4right arrow44122
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
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)? ......................
1a(5)
 
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.) ...............
1a(6)
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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? .............
5a(5)
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
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?
7a
 
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? .........................
8
 
No
Part VII
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 A HORVITZ PRESIDENT
1.00 		0 0 0
100 PARK AVENUE SUITE 215
ORANGE VILLAGE,OH44122
DIANE O MALARIK VICE PRESIDENT & TREASURER
1.00 		0 0 0
100 PARK AVENUE SUITE 215
ORANGE VILLAGE,OH44122
STEVEN L NUTT SECRETARY
1.00 		0 0 0
100 PARK AVENUE SUITE 215
ORANGE VILLAGE,OH44122
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
0
b
Average of monthly cash balances.......................
1b
1,464,694
c
Fair market value of all other assets (see instructions)................
1c
79,167
d
Total (add lines 1a, b, and c).........................
1d
1,543,861
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
1,543,861
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
23,158
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,520,703
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
76,035
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
76,035
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
407
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
407
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
75,628
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
75,628
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 XII, line 1 ...
7
75,628
Part XI
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
991,499
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
991,499
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 75,628
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 25,320
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 991,499
a Applied to 2022, but not more than line 2a 25,320
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 2023 distributable amount..... 75,628
e Remaining amount distributed out of corpus 890,551
5 Excess distributions carryover applied to 2023. 0 0
(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 5 890,551
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		890,551
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 890,551
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see 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).)
RICHARD A 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 right arrow
aThe name, address, and telephone number or email address 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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

JEWISH COMMUNITY CENTER

435 WEST MAIN STREET
ASPEN,CO81611 		  501(C)(3) SKI TO LIVE PROGRAM 2,500

NU DECO ENSEMBLE

2100 BISCAYNE BLVD
MIAMI,FL33137 		  501(C)(3) FUND CHAIR FOR ONE YEAR 5,000

JEWISH FEDERATION OF CLEVELAND

25701 SCIENCE PARK DRIVE
CLEVELAND,OH44122 		  501(C)(3) SHALVA 10,000

PLAYHOUSE SQUARE FOUNDATION

1501 EUCLID AVENUE SUITE 200
CLEVELAND,OH44115 		  501(C)(3) ANNUAL FUND 10,000

TEMPLE EMANU EL

4545 BRAINARD ROAD
ORANGE VILLAGE,OH44022 		  501(C)(3) IN MEMORY OF ELAINE REMBRANDT 1,000

MUSICAL ARTS ASSOCIATION

11001 EUCLID AVENUE
CLEVELAND,OH44106 		  501(C)(3) GENERAL OPERATIONS 5,000

FREEDOM FOUNDATION

111 K ST NE SUITE 600
WASHINGTON,DC20002 		  501(C)(3) GENERAL OPERATIONS 25,000

ACCURACY IN MEDIA

PO BOX 5647
DERWOOD,MD20855 		  501(C)(3) ANNUAL FUND 150

ACHIEVEMENT CENTERS FOR CHILDREN

4255 NORTHFIELD ROAD
HIGHLAND HILLS,OH44128 		  501(C)(3) ANNUAL FUND 250

AFRICAN WILDLIFE FOUNDATION

1100 NEW JERSEY AVE SE SUITE 900
WASHINGTON,DC20003 		  501(C)(3) ANNUAL FUND 250

AMERICAN JEWISH COMMITTEE

165 E 56TH STREET
NEW YORK,NY10022 		  501(C)(3) ANNUAL FUND 250

AMERICARES

88 HAMILTON AVENUE
STAMFORD,CT06902 		  501(C)(3) ANNUAL FUND 250

ASPCA

424 E 92ND STREET
NEW YORK,NY10128 		  501(C)(3) ANNUAL FUND 250

ASPEN HISTORICAL SOCIETY

620 W BLEEKER STREET
ASPEN,CO81611 		  501(C)(3) ANNUAL FUND 200

BEECH BROOK

3737 LANDER ROAD
PEPPER PIKE,OH44124 		  501(C)(3) ANNUAL FUND 250

BELLEFAIRE

22001 FAIRMOUNT BLVD
SHAKER HEIGHTS,OH44118 		  501(C)(3) ANNUAL FUND 250

BUCKEYE INSTITUTE

88 EAST BROAD STREET SUITE 1300
COLUMBUS,OH43215 		  501(C)(3) ANNUAL FUND 200

CAMERA

PO BOX 35040
BOSTON,MA02135 		  501(C)(3) ANNUAL FUND 250

CARE

PO BOX 1871
MERRIFIELD,VA22116 		  501(C)(3) ANNUAL FUND 250

CATO INSTITUTE

1000 MASSACHUSETTS AVE NW
WASHINGTON,DC20001 		  501(C)(3) ANNUAL FUND 100

CENTER FOR FAMILIES AND CHILDREN

4500 EUCLID AVENUE
CLEVELAND,OH44103 		  501(C)(3) ANNUAL FUND 250

CHARITY WATCH

PO BOX 578460
CHICAGO,IL60657 		  501(C)(3) ANNUAL FUND 250

CLARE BOOTH LUCE POLICY INSTITUTE

112 ELDON STREET SUITE P
HERNDON,VA20170 		  501(C)(3) ANNUAL FUND 100

CLAREMONT INSTITUTE

1317 W FOOTHILL BLVD SUITE 120
UPLAND,CA91786 		  501(C)(3) ANNUAL FUND 250

CLEVELAND HEARING AND SPEECH CENTER

11635 EUCLID AVENUE
CLEVELAND,OH44106 		  501(C)(3) ANNUAL FUND 250

CLEVELAND JEWISH SACRED SOCIETY

2428 BROMLEY ROAD
UNIVERSITY HEIGHTS,OH44118 		  501(C)(3) ANNUAL FUND 300

CLEVELAND WOMEN'S ORCHESTRA

2691 COUNTRY CLUB BLVD
CLEVELAND,OH44116 		  501(C)(3) ANNUAL FUND 1,000

CONGREGATION OF CHAI LIFELINE

151 W 30TH STREET
NEW YORK,NY10001 		  501(C)(3) ANNUAL FUND 250

DAVID HOROWITZ FREEDOM CENTER

14724 VENTURA BLVD SUITE 820
SHERMAN OAKS,CA91403 		  501(C)(3) ANNUAL FUND 250

DOCTORS WITHOUT BORDERS

333 7TH AVENUE 2ND FLOOR
NEW YORK,NY10001 		  501(C)(3) ANNUAL FUND 250

FARM SANCTUARY

PO BOX 150
WATKINS GLEN,NY14891 		  501(C)(3) ANNUAL FUND 300

FLAME

PO BOX 3460
BERKLEY,CA94703 		  501(C)(3) ANNUAL FUND 300

FOUNDATION FOR EDUCATIONAL CHOICE

111 MONUMENT CIRCLE SUITE 2650
INDIANAPOLIS,IN46204 		  501(C)(3) ANNUAL FUND 200

FRIENDS OF ORANGE LIBRARY

31975 CHAGRIN BLVD
PEPPER PIKE,OH44124 		  501(C)(3) ANNUAL FUND 250

FRIENDSHIP CIRCLE OF CLEVELAND

27900 GATES MILLS BLVD
PEPPER PIKE,OH44124 		  501(C)(3) ANNUAL FUND 500

FRONT RANGE EQUINE RESCUE

PO BOX 458
OCALA,FL34475 		  501(C)(3) ANNUAL FUND 100

FUND FOR AMERICAN STUDIES

1706 NEW HAMPSHIRE AVE NW
WASHINGTON,DC20009 		  501(C)(3) ANNUAL FUND 250

GEAUGA HUMANE SOCIETY

15463 CHILLICOTHE ROAD
NOVELTY,OH44072 		  501(C)(3) ANNUAL FUND 250

GORILLA FOUNDATION

PO BOX 620530
REDWOOD CITY,CA94082 		  501(C)(3) ANNUAL FUND 150

GREAT LAKES MUSEUM OF SCIENCE & TECHNOLOGY

601 ERIESIDE AVENUE
CLEVELAND,OH44114 		  501(C)(3) ANNUAL FUND 500

GREATER CLEVELAND FOOD BANK

13815 COIT ROAD
CLEVELAND,OH44110 		  501(C)(3) ANNUAL FUND 500

HANDS TOGETHER

PO BOX 80985
SPRINGFIELD,MA01138 		  501(C)(3) ANNUAL FUND 100

HATTIE LARLHAM COMMUNITY SERVICES

9772 DIAGONAL ROAD
MANTUA,OH44255 		  501(C)(3) ANNUAL FUND 200

HERITAGE FOUNDATION

214 MASSACHUSETTS AVE NE
WASHINGTON,DC20002 		  501(C)(3) ANNUAL FUND 150

HONEST REPORTING

165 EAST 56TH STREET
NEW YORK,NY10022 		  501(C)(3) ANNUAL FUND 200

HOPEWELL INN

9637 STATE ROUTE 534
MESOPOTAMIA,OH44439 		  501(C)(3) ANNUAL FUND 200

HOUSE OF HEALING AT DUKE UNIVERSITY

501 NORTH ESTES DRIVE
CHAPEL HILL,NC27514 		  501(C)(3) ANNUAL FUND 250

HUMANE FARMING ASSOC

PO BOX 3577
SAN RAFAEL,CA94912 		  501(C)(3) ANNUAL FUND 300

IN DEFENSE OF ANIMALS

3010 KERNER BLVD
SAN RAFAEL,CA94901 		  501(C)(3) ANNUAL FUND 200

INDEPENDENCE PASS FOUNDATION

PO BOX 1700
ASPEN,CO81612 		  501(C)(3) ANNUAL FUND 250

INTERMUSEUM CONSERVATION ASSOCIATION

2937 WEST 25TH STREET
CLEVELAND,OH44113 		  501(C)(3) ANNUAL FUND 375

INTERNATIONAL FELLOWSHIP OF CHRISTIANS & JEWS

PO BOX 96105
WASHINGTON,DC20090 		  501(C)(3) ANNUAL FUND 150

JEWISH FOUNDATION FOR RIGHTEOUS

80 MAIN STREET
WEST ORANGE,NJ07052 		  501(C)(3) ANNUAL FUND 150

JOURNEY CENTER FOR SAFETY AND HEALING

PO BOX 5466
CLEVELAND,OH44101 		  501(C)(3) ANNUAL FUND 250

MALTZ MUSEUM OF JEWISH HERITAGE

2929 RICHMOND ROAD
BEACHWOOD,OH44122 		  501(C)(3) ANNUAL FUND 150

MANHATTAN INSTITUTE FOR POLICY RESEARCH

52 VANDERBILT AVENUE
NEW YORK,NY10017 		  501(C)(3) ANNUAL FUND 500

MAZON

10850 WILSHIRE BLVD SUITE 400
LOS ANGELES,CA90024 		  501(C)(3) ANNUAL FUND 180

MEDIA RESEARCH CENTER

1900 CAMPUS COMMONS DRIVE
RESTON,VA20191 		  501(C)(3) ANNUAL FUND 200

MEMRI

PO BOX 27837
WASHINGTON,DC20038 		  501(C)(3) ANNUAL FUND 250

MOUNTAIN RESCUE ASPEN

37925 HIGHWAY 82
ASPEN,CO81611 		  501(C)(3) ANNUAL FUND 200

MOVING PICTURE INSTITUTE

375 GREENWICH STREET
NEW YORK,NY10013 		  501(C)(3) ANNUAL FUND 250

MUSEUM OF CONTEMPORARY ART

11400 EUCLID AVENUE
CLEVELAND,OH44106 		  501(C)(3) FY23 PADDLE RAISE 2,500

NEGEV FOUNDATION

2121 S GREEN ROAD SUITE 210
SOUTH EUCLID,OH44121 		  501(C)(3) ANNUAL FUND 300

NORTHCOAST COMMUNITY HOMES

14221 BROADWAY AVENUE
CLEVELAND,OH44125 		  501(C)(3) ANNUAL FUND 200

NORTHEAST OHIO SPCA

9555 BROOKPARK ROAD
PARMA,OH44129 		  501(C)(3) ANNUAL FUND 150

ORANGE BOOSTERS

32000 CHAGRIN BLVD
PEPPER PIKE,OH44124 		  501(C)(3) ANNUAL FUND 200

PETFIX NE OHIO

885 EAST 222ND STREET
EUCLID,OH44123 		  501(C)(3) ANNUAL FUND 150

PRINCETON UNIVERSITY

GIFT RECORDS BOX 5357
PRINCETON,NJ08543 		  501(C)(3) PRINCETON CLASS OF 1975 75

RABBINICAL COLLEGE OF TELSHE

28400 EUCLID AVENUE
WICKLIFFE,OH44092 		  501(C)(3) TELSHE YESHIVA 500

REASON FOUNDATION

5737 MESMER AVENUE
LOS ANGELES,CA90230 		  501(C)(3) ANNUAL FUND 100

ROARING FORK FIRE RESCUE AUTHORITY

1089 JW DRIVE
CARBONDALE,CO81623 		  501(C)(3) ANNUAL FUND 200

ROCK AND ROLL HALL OF FAME

1100 ROCK AND ROLL BLVD
CLEVELAND,OH44114 		  501(C)(3) ANNUAL FUND 500

SERVICES FOR INDEPENDENT LIVING

26250 EUCLID AVENUE SUITE 801
EUCLID,OH44132 		  501(C)(3) ANNUAL FUND 200

SIMON WIESENTHAL CENTER

1399 S ROXBURY 2ND FLOOR
LOS ANGELES,CA90035 		  501(C)(3) ANNUAL FUND 200

STAND WITH US

PO BOX 341069
LOS ANGELES,CA90034 		  501(C)(3) ANNUAL FUND 250

TAX FOUNDATION

1325 G STREET NW SUITE 950
WASHINGTON,DC20005 		  501(C)(3) ANNUAL FUND 150

TEMPLE EMANU EL

4545 BRAINARD ROAD
ORANGE VILLAGE,OH44022 		  501(C)(3) ARZA 50

TEMPLE EMANU EL

4545 BRAINARD ROAD
ORANGE VILLAGE,OH44022 		  501(C)(3) BOOK OF MEMORY - IN MEMORY OF MARCY HORVITZ AND CALVIN KIRCHICK 180

TEMPLE EMANU EL

4545 BRAINARD ROAD
ORANGE VILLAGE,OH44022 		  501(C)(3) BROTHERHOOD DUES 40

TEMPLE EMANU EL

4545 BRAINARD ROAD
ORANGE VILLAGE,OH44022 		  501(C)(3) SECURITY FEE 125

TEMPLE EMANU EL

4545 BRAINARD ROAD
ORANGE VILLAGE,OH44022 		  501(C)(3) WOMEN OF TEE DUES 36

UNIVERSITY CIRCLE INC

10831 MAGNOLIA DRIVE
CLEVELAND,OH44106 		  501(C)(3) ANNUAL FUND 250

VALLEY SAVE A PET

BOX 39221
SOLON,OH44139 		  501(C)(3) ANNUAL FUND 250

VALUES IN ACTION

6700 BETA DR SUITE 120
MAYFIELD,OH44143 		  501(C)(3) 28TH ANNUAL AWARDS 2,400

VILLAGE OF MORELAND HILLS

4350 SOM CENTER ROAD
MORELAND HILLS,OH44022 		  170(C)(1) SUPPORT FOR EMPLOYEE CLAMBAKE 300

VOCATIONAL GUIDANCE SERVICES

2239 E 55TH STREET
CLEVELAND,OH44103 		  501(C)(3) ANNUAL FUND 250

WESTERN RESERVE HISTORICAL SOCIETY

10825 EAST BLVD
CLEVELAND,OH44106 		  501(C)(3) ANNUAL FUND 500

WESTERN RESERVE LAND CONSERVANCY

3850 CHAGRIN RIVER ROAD
MORELAND HILLS,OH44022 		  501(C)(3) ANNUAL FUND 250

CLEVELAND CLINIC FOUNDATION

9500 EUCLID AVENUE DV2
CLEVELAND,OH44195 		  501(C)(3) IN MEMORY OF SOPHIA HERSCHMAN 1,000

DOLLY PARTON'S IMAGINATION LIBRARY OF OHIO

PO BOX 340734
COLUMBUS,OH43234 		  501(C)(3) GENERAL OPERATIONS 1,000

FRIENDS OF IDF

PO BOX 999
WALLED LAKE,MI48390 		  501(C)(3) GUYS NIGHT OUT 2,500

MUSEUM OF CONTEMPORARY ART

11400 EUCLID AVENUE
CLEVELAND,OH44106 		  501(C)(3) ANNUAL FUND 2,500

AISH HATORAH

14077 CEDAR ROAD 7
SOUTH EUCLID,OH44118 		  501(C)(3) ANNUAL FUND 20,000

HANDS TOGETHER

PO BOX 80985
SPRINGFIELD,MA01138 		  501(C)(3) FATHER TOM - HAITI 1,000

ASPEN JEWISH CONGREGATION

77 MEADOWOOD DRIVE
ASPEN,CO81611 		  501(C)(3) SUMMER FUNDRAISER - 2023 1,600

FRIENDS OF IDF

PO BOX 999
WALLED LAKE,MI48390 		  501(C)(3) OHIO ANNUAL GATHERING 3,490

THE 250 CLUB

12600 ROCKSIDE ROAD
CLEVELAND,OH44125 		  501(C)(3) GENERAL OPERATIONS 250

ACTA

1730 M STREET NW SUITE 600
WASHINGTON,DC20036 		  501(C)(3) ANNUAL FUND 2,500

AFC GROWTH

5950 BERKSHIRE LANE SUITE 325
DALLAS,TX75225 		  501(C)(3) ANNUAL FUND 1,500

AMERICAN FRIENDS OF THE ISRAEL MUSEUM

545 FIFTH AVENUE SUITE 920
NEW YORK,NY10017 		  501(C)(3) ANNUAL FUND 3,000

APOLLO'S FIRE

3091 MAYFIELD ROAD SUITE 217
CLEVELAND HTS,OH44118 		  501(C)(3) ANNUAL FUND 2,000

ASPEN ART MUSEUM

637 E HYMAN AVENUE
ASPEN,CO81611 		  501(C)(3) ANNUAL FUND 1,000

ASPEN INSTITUTE

1000 N 3RD STREET
ASPEN,CO81611 		  501(C)(3) ANNUAL FUND 5,000

ASPEN JEWISH CONGREGATION

77 MEADOWOOD DRIVE
ASPEN,CO81611 		  501(C)(3) ANNUAL FUND 2,500

ASPEN MUSIC FESTIVAL & SCHOOL

225 MUSIC SCHOOL ROAD
ASPEN,CO81611 		  501(C)(3) ANNUAL FUND 5,000

ASPEN VALLEY HOSPITAL FOUNDATION

401 CASTLE CREEK ROAD
ASPEN,CO81611 		  501(C)(3) ANNUAL FUND 1,000

CASE COMPREHENSIVE CANCER CENTER

10900 EUCLID AVENUE
CLEVELAND,OH44106 		  501(C)(3) VELOSANO BIKE RIDE 1,000

CASE WESTERN RESERVE SCHOOL OF MEDICINE

10900 EUCLID AVENUE
CLEVELAND,OH44106 		  501(C)(3) AMICI 1,000

CENTER FOR INDIVIDUAL RIGHTS

1100 CONNECTICUT AVENUE NW SUITE
625
WASHINGTON,DC20036 		  501(C)(3) ANNUAL FUND 4,000

CENTER JEWISH LIFEPRINCETON HILLEL

70 WASHINGTON ROAD
PRINCETON,NJ08540 		  501(C)(3) ANNUAL FUND 2,500

CHALLENGE ASPEN

PO BOX 6639
SNOWMASS VILLAGE,CO81615 		  501(C)(3) ANNUAL FUND 1,500

CHAMAH

473 EMPIRE BLVD
BROOKLYN,NY11225 		  501(C)(3) ANNUAL FUND 1,800

CLEVELAND APL

1729 WILLEY AVENUE
CLEVELAND,OH44113 		  501(C)(3) ANNUAL FUND 2,000

CLEVELAND INSTITUTE OF ART

11610 EUCLID AVENUE
CLEVELAND,OH44106 		  501(C)(3) ANNUAL FUND 2,000

CLEVELAND MUSEUM OF NATIONAL HISTORY

1 WADE OVAL DRIVE
CLEVELAND,OH44106 		  501(C)(3) ANNUAL FUND 1,500

CLEVELAND PLAYHOUSE

1901 EAST 13TH STREET SUITE 200
CLEVELAND,OH44114 		  501(C)(3) ANNUAL FUND 2,500

CLEVELAND POPS ORCHESTRA

23245 MERCANTILE ROAD SUITE B
BEACHWOOD,OH44122 		  501(C)(3) ANNUAL FUND 2,000

CLEVELAND ZOOLOGICAL SOCIETY

3900 WILDLIFE WAY
CLEVELAND,OH44109 		  501(C)(3) ANNUAL FUND 1,000

CROHN'S & COLITIS FOUNDATION

4700 ROCKSIDE ROAD SUITE 425
INDEPENDENCE,OH44131 		  501(C)(3) ANNUAL FUND 1,000

DIVERSITY CENTER OF NE OHIO

3659 GREEN ROAD SUITE 220
CLEVELAND,OH44122 		  501(C)(3) ANNUAL FUND 1,000

FIRE

510 WALNUT ST SUITE 1250
PHILADELPHIA,PA19106 		  501(C)(3) ANNUAL FUND 4,000

FOUNDATION FOR THE DEFENSE OF DEMOCRACIES

1800 M STREET NW SUITE 800 SOUTH
TOWER
WASHINGTON,DC20036 		  501(C)(3) ANNUAL FUND 5,000

FREEMAN CENTER FOR JEWISH LIFE

1415 FARBER STREET
DURHAM,NC27708 		  501(C)(3) ANNUAL FUND 2,500

FRIENDS OF IDF

PO BOX 999
WALLED LAKE,MI48390 		  501(C)(3) ANNUAL DINNER - LT COLONEL SPONSORSHIP 3,600

HOMES FOR OUR TROOPS

6 MAIN STREET
TAUNTON,MA02780 		  501(C)(3) ANNUAL FUND 2,500

IDEASTREAM WVIZ AND WCPN

1375 EUCLID AVENUE
CLEVELAND,OH44115 		  501(C)(3) ANNUAL FUND 1,000

INVESTIGATIVE PROJECT ON TERRORISM FDN

5614 CONNECTICUT AVE NW SUITE 341
WASHINGTON,DC20015 		  501(C)(3) ANNUAL FUND 2,500

JINSA

1101 14TH STREET NW SUITE 1030
WASHINGTON,DC20005 		  501(C)(3) ANNUAL FUND 3,000

JUVENILE DIABETES RESEARCH FUND

24359 NORTHWESTERN HIGHWAY SUITE
125
SOUTHFIELD,MI48075 		  501(C)(3) WALK 360 AMANDA BERMAN 1,000

LAKE VIEW CEMETERY

12316 EUCLID AVENUE
CLEVELAND,OH44106 		  501(C)(3) ANNUAL FUND 2,500

LAKE VIEW CEMETERY

12316 EUCLID AVENUE
CLEVELAND,OH44106 		  501(C)(3) GARFIELD MEMORIAL REFURBISHING 10,000

LIFEACT

210 BELL STREET SUITE 2
CHAGRIN FALLS,OH44022 		  501(C)(3) ANNUAL FUND 2,500

MEDWISH INTERNATIONAL

1625 E 31ST STREET
CLEVELAND,OH44114 		  501(C)(3) BAND-AID BASH 1,000

MORELAND HILLS POLICE AND EMPLOYEES FOUNDATION

4350 SOM CENTER ROAD
MORELAND HILLS,OH44022 		  501(C)(3) ANNUAL FUND 1,000

NATIONAL ASSOCIATION OF SCHOLARS

420 MADISON AVENUE 7TH FLOOR
NEW YORK,NY10017 		  501(C)(3) ANNUAL FUND 2,500

NATIONAL LEGAL & POLICY CENTER

107 PARK WASHINGTON CT
FALLS CHURCH,VA22046 		  501(C)(3) ANNUAL FUND 2,500

SALVATION ARMY

PO BOX 6538
CLEVELAND,OH44101 		  501(C)(3) ANNUAL FUND 1,500

SHINING STARS FOUNDATION

PO BOX 730
TABERNASH,CO80478 		  501(C)(3) ANNUAL FUND 1,000

SHOES AND CLOTHES FOR KIDS

PO BOX 93785
CLEVELAND,OH44101 		  501(C)(3) ANNUAL FUND 1,500

STATE POLICY NETWORK

1655 N FORT MYER DRIVE SUITE 360
ARLINGTON,VA22209 		  501(C)(3) ANNUAL FUND 2,500

STATE POLICY NETWORK

1655 N FORT MYER DRIVE SUITE 360
ARLINGTON,VA22209 		  501(C)(3) PUBLIC EMPLOYEE UNION PROJECTS 2,500

UNITED CEREBRAL PALSY

10011 EUCLID AVENUE
CLEVELAND,OH44106 		  501(C)(3) ANNUAL FUND 1,000

VALUES IN ACTION

6700 BETA DR SUITE 120
MAYFIELD,OH44143 		  501(C)(3) ANNUAL FUND 1,000

ZIONIST ORGANIZATION OF AMERICA

633 THIRD AVENUE SUITE 31-B
NEW YORK,NY10017 		  501(C)(3) ANNUAL FUND 2,500

JEWISH FAMILY SERVICE ASSOCIATION

29125 CHAGRIN BLVD
PEPPER PIKE,OH44122 		  501(C)(3) KAREN NEWBORN MITZVAH DAY 500

PRINT CLUB OF CLEVELAND

11150 EAST BLVD
CLEVELAND,OH44106 		  501(C)(3) ANNUAL FUND 250

UNIVERSITY HOSPITAL FIVE STAR SENSATION

11100 EUCLID AVENUE MCCO 5062
CLEVELAND,OH44106 		  501(C)(3) IN HONOR OF MARGARET AND LARRY SINGERMAN 5,000

COMMENTARY FUND

200 WEST 86TH STREET SUITE 1M
NEW YORK,NY10024 		  501(C)(3) ANNUAL FUND 200

AMERICAN FRIENDS OF THE LUDWIG FOUNDATION OF CUBA

4 W 43RD SUITE 304
NEW YORK,NY10036 		  501(C)(3) LFC TECHNOLOGY UPDATE 2,500

AMERICAN FRIENDS OF MAGEN DAVID ADOM

23215 COMMERCE PARK DRIVE
BEACHWOOD,OH44122 		  501(C)(3) MEDICYCLE FOR THE EMERGENCY WAR CAMPAIGN APPEAL - OPERATION SWORDS OF IRONN 36,000

FRIENDS OF IDF

PO BOX 999
WALLED LAKE,MI48390 		  501(C)(3) 2023 EMERGENCY CAMPAIGN (IDF AMBULANCE) 100,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

23215 COMMERCE PARK DRIVE
BEACHWOOD,OH44122 		  501(C)(3) GENERAL OPERATIONS 20,000

JEWISH FEDERATION OF CLEVELAND

25701 SCIENCE PARK DRIVE
CLEVELAND,OH44122 		  501(C)(3) ISRAEL EMERGENCY FUND 500,000

ALEX'S LEMONADE STAND FOUNDATION

333 E LANDCASTER AVE SUITE 414
WYNNEWOOD,PA19096 		  501(C)(3) IN MEMORY OF LIONEL AND THOMAS GREEN BAUM 1,000

SERIOUS FUN CHILDREN'S NETWORK

228 SAUGATUCK AVENUE
WESTPORT,CT06880 		  501(C)(3) ANNUAL FUND 2,500

FRIENDS OF IDF

PO BOX 999
WALLED LAKE,MI48390 		  501(C)(3) GENERAL OPERATIONS 20,000

GATES MILLS HISTORICAL SOCIETY

PO BOX 191
GATES MILLS,OH44040 		  501(C)(3) GENERAL OPERATIONS 10,000

WESTERN RESERVE HISTORICAL SOCIETY

10825 EAST BLVD
CLEVELAND,OH44106 		  501(C)(3) GENERAL OPERATIONS 20,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

23215 COMMERCE PARK DRIVE
BEACHWOOD,OH44122 		  501(C)(3) GENERAL OPERATIONS 20,000

HAWKEN SCHOOL

PO BOX 8002
GATES MILLS,OH44040 		  501(C)(3) GENERAL OPERATIONS 25,000
Total .................................right arrow 3a 987,851
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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.)
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 ....          
3 Interest on savings and temporary cash
investments ........... 		    14 35,685  
4 Dividends and interest from securities ....          
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot 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 ............ 		         
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 35,685 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
35,685
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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? ...........
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
RDM FOUNDATION
 
Employer identification number

45-3712288
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
RDM FOUNDATION
  		Employer identification number
45-3712288
Part I
Contributors
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
1
LEONARD C HORVITZ TRUST UAD 32078 AS RESTATED
 
PO BOX 4451
 
JACKSON, WY83001

$ 752,469


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
LCH MARITAL TRUST FBO JLH
 
PO BOX 4451
 
JACKSON, WY83001

$ 950,000


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
RDM FOUNDATION
  		Employer identification number

45-3712288
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
2
 ART WORK - HENRY MOORE BRONZE RECLINING STATUE ON WOODEN BASE $ 950,000 2023-12-19
(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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
RDM FOUNDATION
  		Employer identification number

45-3712288
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
RDM FOUNDATION
EIN:
45-3712288
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 1,608 804   804

TY 2023 InvestmentsOtherSchedule2
Name:
RDM FOUNDATION
EIN:
45-3712288
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ART WORK AT COST 950,000 950,000

TY 2023 LegalFeesSchedule
Name:
RDM FOUNDATION
EIN:
45-3712288
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 5,688 2,844   2,844


TY 2023 OtherDecreasesSchedule
Name:
RDM FOUNDATION
EIN:
45-3712288
Description Amount
FEDERAL TAX PAYMENTS 32


TY 2023 OtherExpensesSchedule
Name:
RDM FOUNDATION
EIN:
45-3712288
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 2,577 2,577   0


TY 2023 TaxesSchedule
Name:
RDM FOUNDATION
EIN:
45-3712288
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OHIO ANNUAL FILING FEE 200 200   0