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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
Horizon Charitable Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

83-1406109
B Telephone number (see instructions)

(800) 839-1754
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$140,733,373J 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) 16,134,151
2 Check right arrow.............
3 Interest on savings and temporary cash investments 6,352 6,352  
4 Dividends and interest from securities... 545,757 545,757  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -13,922,934
b Gross sales price for all assets on line 6a 38,055,087
7 Capital gain net income (from Part IV, line 2)... 21,552,450
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)....... Click to see attachment
List of Attached Documents:
// Content
1,412,886 1,404,623  
12 Total. Add lines 1 through 11........ 4,176,212 23,509,182  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
253,192 123,592   129,600
17 Interest............... 597 597    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
404,914 50    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,390     3,390
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
994,244 892,246   70,125
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,656,337 1,016,485   203,115
25 Contributions, gifts, grants paid....... 5,104,000 5,104,000
26 Total expenses and disbursements. Add lines 24 and 25 6,760,337 1,016,485   5,307,115
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,584,125
b Net investment income (if negative, enter -0-) 22,492,697
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 125,482 523,510 523,510
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 49,155,189 Click to see attachment
List of Attached Documents:
// Content
33,420,523 		34,189,960
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).......... 74,236,969 Click to see attachment
List of Attached Documents:
// Content
86,989,482 		106,019,903
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) 123,517,640 120,933,515 140,733,373
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 123,517,640 120,933,515
29 Total net assets or fund balances (see instructions)..... 123,517,640 120,933,515
30 Total liabilities and net assets/fund balances (see instructions). 123,517,640 120,933,515
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
123,517,640
2
Enter amount from Part I, line 27a .....................
2
-2,584,125
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
120,933,515
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
120,933,515
Form 990-PF (2024)
Form 990-PF (2024)
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 Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
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 38,055,087   17,777,695 20,277,392
b       1,275,058
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       20,277,392
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 21,552,450
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) 1 312,648
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  
3 Add lines 1 and 2........................... 3 312,648
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 312,648
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 318,930
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 318,930
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 80
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 6,202
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow6,202 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowDE
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 2024 or the taxable year beginning in 2024? 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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Jeffrey Horing Dir, Pres
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Patricia Horing Dir, Sec, Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
Leveraged Philanthropy LLC Philanthropic 129,600
551 3rd Street
Brooklyn,NY11215
Summit Trail Advisors Investment Mgmt 123,592
140 E 45TH STREET 34TH FLOOR
NEW YORK,NY10017
Foundation Source Administrative 70,100
55 Walls Drive Suite 302
Fairfield,CT06824
Total number of others receiving over $50,000 for professional services.............right arrow  
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 arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
31,388,448
b
Average of monthly cash balances.......................
1b
291,542
c
Fair market value of all other assets (see instructions)................
1c
100,189,564
d
Total (add lines 1a, b, and c).........................
1d
131,869,554
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
131,869,554
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,978,043
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
129,891,511
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,494,576
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
6,494,576
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
312,648
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
18,666
c
Add lines 2a and 2b............................
2c
331,314
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,163,262
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
6,163,262
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
6,163,262
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
5,307,115
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
5,307,115
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 6,163,262
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 5,199,061
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 5,307,115
a Applied to 2023, but not more than line 2a 5,199,061
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 108,054
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024.    
(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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		6,055,208
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
Jeffrey Horing
Patricia Horing
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 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
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 (2024)
Form 990-PF (2024)
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

ACCELERATE CHANGE INC

294 WASHINGTON ST STE 500
BOSTON,MA02108 		N/A PC Latino Content Studio 200,000

AMERICA ISRAEL DEMOCRACY COALITION

543 FOXGLOVE LN
WYNNEWOOD,PA19096 		N/A PC General & Unrestricted 200,000

ANTI-DEFAMATION LEAGUE

605 3RD AVE
NEW YORK,NY10158 		N/A PC General & Unrestricted 100,000

CENTER FOR TECHNOLOGY AND CIVIC LIFE

303 E WACKER DR STE 2109
CHICAGO,IL60601 		N/A PC General & Unrestricted 150,000

CENTRAL FUND OF ISRAEL

461 CENTRAL AVE
CEDARHURST,NY11516 		N/A PC General & Unrestricted 200,000

DONOR ADVISED CHARITABLE GIVING

PO BOX 2430
OMAHA,NE68103 		N/A PC JEFFREY L HORING DONOR ADVISED fund 3,000,000

GLOBAL PROJECT AGAINST HATE AND EXTREMISM

3066 ZELDA RD 400
MONTGOMERY,AL36106 		N/A PC General & Unrestricted 150,000

P E F ISRAEL ENDOWMENT FUNDS INC

630 THIRD AVE 15TH FLOOR
NEW YORK,NY10017 		N/A PC Brothers in Yoga 4,000

P E F ISRAEL ENDOWMENT FUNDS INC

630 THIRD AVE 15TH FLOOR
NEW YORK,NY10017 		N/A PC Community O (R.A), Israel via PEF Israel Endowment fund 150,000

REPRODUCTIVE FREEDOM FOR ALL FOUNDATION

1725 EYE ST NW SUITE 900
WASHINGTON,DC20006 		N/A PC General & Unrestricted 100,000

SOCIAL SCIENCE RESEARCH COUNCIL

1 PIERREPONT PLZ W 15TH FL
BROOKLYN,NY11201 		N/A PC a quasi-endowment fund to be used for the purpose of developing philanthropic and public investments in social and behavioral science aimed at addressing pressing societal challenges (the "Agenda Fund") 200,000

THE GOOD NATION FOUNDATION INC

1120 AVE OF THE AMERICAS FL 4
NEW YORK,NY10036 		N/A PC General & Unrestricted 100,000

THORN

222 PACIFIC COAST HWY 10TH FL
EL SEGUNDO,CA90245 		N/A PC General & Unrestricted 50,000

WORKMONEY FOUNDATION INC

790 N MILWAUKEE ST STE 300
MILWAUKEE,WI53202 		N/A PC General & Unrestricted 500,000
Total .................................right arrow 3a 5,104,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 6,352  
4 Dividends and interest from securities ....     14 545,757  
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 ............ 		525990 199,794 18 -14,122,728  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		525990 -5,177 14 1,370,949  
bFederal Tax Refund     01 7,200  
cPFIC INCOME     01 39,914  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 194,617 -12,152,556  
13Total. Add line 12, columns (b), (d), and (e)..................
13
-11,957,939
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Horizon Charitable Foundation
 
Employer identification number

83-1406109
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
Horizon Charitable Foundation
  		Employer identification number
83-1406109
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Horing Jeffrey
1114 Avenue of the Americas
 
New York, NY10036

$ 16,134,151


(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.)
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Horizon Charitable Foundation
  		Employer identification number

83-1406109
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
1
 DELIVERY HERO ORD SHS DLVHF, 157677 sh. $ 4,718,476 2024-06-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 JFROG FROG, 250094 sh. $ 9,110,924 2024-06-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DELIVERY HERO ORD SHS DLVHF, 57574 sh. $ 2,304,751 2024-10-16
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Horizon Charitable Foundation
  		Employer identification number

83-1406109
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.) $  
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) (Rev. 1-2025)
Additional Data


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TY 2024 DepreciationSchedule
Name:
Horizon Charitable Foundation
EIN:
83-1406109
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2024 GeneralExplanationAttachment
Name:
Horizon Charitable Foundation
EIN:
83-1406109
Identifier Return Reference Explanation
Forms 926 Forms 926 The Foundation has prepared these forms to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
Forms 8865 Forms 8865 The Foundation has prepared these forms to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
PART I LINE 6A (990-PF) PART I LINE 6A (990-PF) RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $(14,122,728) TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $199,794 TOTAL PART I, LINE 6A: $(13,922,934) DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRAIDED SECURITIES GROSS SALES PRICE: $38,055,087 BOOK BASIS: $53,452,873 NET GAIN/(LOSS): $(15,397,786) PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $1,275,058

TY 2024 InvestmentsCorpStockSchedule
Name:
Horizon Charitable Foundation
EIN:
83-1406109
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCENTURE PLC 60,214 69,654
ADOBE SYSTEMS, INC 51,048 55,585
AFLAC INC 15,176 23,377
AIR PRODS & CHEM INC 56,515 57,428
AIRBNB 16,269 16,558
ALLSTATE CORP 22,406 30,075
ALPHABET INC CL A 163,208 258,205
ALPHABET INC CL C 148,215 227,195
AMAZON COM 266,079 448,433
AMCOR LTD ORD SHS 30,058 29,246
AMER INTERNATIONAL GROUP INC 9,290 11,648
AMERICAN EXPRESS CO 37,219 63,810
AMERICAN WATER WORKS COMPANY I 52,961 45,812
AMPHENOL CORPORATION 37,206 60,977
ANALOG DEVICES INC 31,071 33,781
AON PLC CL A 34,032 38,789
APOLLO GLOBAL MANAGEMENT, INC 8,723 8,423
APPLE INC 536,661 800,844
APPLIED MATERIALS INC 45,432 50,415
AT&T, INC 47,102 67,672
AUTOMATIC DATA PROCESSING INC 57,709 71,426
AVALONBAY CMNTYS INC 31,503 34,975
AXON ENTERPRISE 13,196 39,819
BALL CP 17,635 15,767
BANK NEW YORK MELLON CORP COM 18,522 32,269
BANK OF AMERICA CORP 55,267 72,693
BLACKROCK INC 54,604 76,883
BOOKING HOLDINGS INC 26,976 49,684
BROADCOM INC 73,632 242,736
BROADRIDGE FINANCIAL 15,637 23,513
CAMPBELL SOUP CO 35,066 34,174
CAPITAL ONE FINANCIAL CORP 11,242 19,080
CARRIER GLOBAL 15,653 21,502
CATERPILLAR INC 44,442 68,562
CELANESE CORPORATION 24,619 20,763
CENCORA INC 52,775 73,920
CENTENE CORP 11,944 11,207
CHARLES SCHWAB CORP 27,707 29,604
CHIPOTLE MEX GRILL 15,390 21,105
CHUBB LIMITED 59,240 79,574
CIGNA CORPORATION 41,344 42,802
CINTAS CRP 27,436 42,386
CISCO SYSTEMS INC 74,090 83,117
CITIGROUP INC 10,508 17,034
CME GROUP, INC 28,008 32,744
COGNIZANT TECHNOLOGY SOLUTIONS 19,395 19,840
COMCAST CORP 50,745 40,195
CONAGRA FOODS INC 49,690 45,177
CONSOLIDATED EDISON INC 79,145 77,719
CONSTELLATION BRANDS INC 55,395 50,167
CONSTELLATION ENERGY GROUP INC 16,876 36,017
CROWDSTRIKE HOLDINGS, INC 30,396 27,373
CSX CORP 38,402 36,981
CUMMINS INC 8,246 13,944
CVS CAREMARK CORP 48,886 28,640
DARDEN RESTAURANTS INC 2,222 2,800
DEERE CO 50,062 52,963
DELL TECHNOLOGIES INC CLASS C 9,635 9,450
DIGITAL RLTY TR INC 21,339 26,068
DOLLAR GENERAL CORP 20,008 12,434
DOMINION ENERGY INC 16,815 16,266
EATON CORP PLC 31,440 65,710
EBAY INC 10,050 14,496
EDISON INTL 50,393 56,607
ELECTRONIC ARTS 22,573 27,358
ELEVANCE HEALTH INC 44,396 35,414
EMERSON ELECTRIC CO 37,023 48,952
ENPHASE ENERGY ORD SHS 10,600 6,319
EQUINIX, INC 31,979 39,601
EQUITY RESIDENTIAL PPTYS TR 24,641 27,341
ERIE INDEMNITY CO CLASS A 12,504 9,894
EXELON CORPORATION 32,045 27,063
EXPEDIA INC 4,995 5,217
FEDEX CORPORATION 18,876 23,069
FIDELITY NATIONAL INFORMATION 2,576 3,715
FIRST SOLAR INC 5,289 5,111
FISERV, INC 28,323 49,712
FORD MOTOR COMPANY 2,581 1,921
FOX CORP CL A 8,608 12,582
FOX CORP CL B 15,479 25,386
GE VERNOVA 9,532 17,762
GENERAC HOLDING INC 2,435 3,721
GODADDY INC 8,966 12,434
GOLDMAN SACHS GROUP 39,554 68,714
HASBRO INC 4,439 2,740
HEALTHPEAK PROPERTIES, INC 16,930 17,554
HELLOFRESH 4,947,465 634,783
HENRY SCHEIN INC 30,026 25,535
HEWLETT PACKARD ENTERPRISE CO 4,228 5,935
HILTON WORLDWIDE HOLDINGS, INC 38,637 64,014
HOME DEPOT INC 71,347 88,690
HP INC 8,244 7,440
HUMANA INC 9,479 6,089
IDEX CP 46,003 45,207
ILLINOIS TOOL WORKS 50,623 60,094
INTEL CORP 36,429 20,331
INTERNATIONAL BUSINESS MACHINE 42,789 69,906
INTERNATIONAL PAPER CO 8,850 14,208
JFROG 109 15,823
JOHNSON CONTROLS INTERNATIONAL 8,874 11,840
JP MORGAN CHASE 102,858 182,419
KEURIG DR PEPPER INC 61,504 57,495
KROGER CO 45,291 52,222
LAM RESEARCH CORP 27,510 32,504
LINDE PLC COM 94,600 122,252
LOWES COMPANIES INC 25,286 30,603
LULULEMON ATHLETICA INC 8,975 8,795
MARRIOTT INTERNATIONAL INC. CL 23,970 47,699
MARSH AND MCLENNAN COMPANIES I 61,398 72,857
MASTERCARD INC 102,359 144,280
MATCH GROUP INC 4,515 3,762
MCCORMICK & CO 20,443 18,298
MCDONALD'S CORP 60,873 66,675
MCKESSON CORP 48,680 63,830
META PLATFORMS INC 108,660 284,558
METLIFE INC 12,644 15,475
MGM RESORTS INTERNATIONAL 17,281 16,008
MICRON TECHNOLOGY 18,164 19,525
MICROSOFT CORP 511,291 716,130
MOLSON COOR BREW CO CL B 21,177 21,208
MONDAY.COM LTD 6,920,469 9,248,320
MONSTER BEVERAGE CORP 53,683 60,497
MOODYS CORP 20,188 29,349
MORGAN STANLEY 22,804 33,567
MOTOROLA SOLUTIONS INC 20,744 34,667
MSCI INC 26,047 29,400
NETFLIX INC 29,968 77,545
NEWMONT GOLDCORP CORPORATION 70,788 52,257
NEWS CORP LTD ADR 12,458 16,493
NEWS CORP LTD CL A 7,354 10,080
NEXTERA ENERGY, INC 43,004 52,047
NVIDIA CORP 174,980 705,291
NXP SEMICONDUCTORS 16,183 17,252
ORACLE CORP 44,558 77,321
OTIS WORLDWIDE CORP 40,894 45,657
PALANTIR TECHNOLOGIES INC 16,926 34,412
PARAMOUNT GLOBAL ORD SHS CLASS 5,235 5,230
PAYPAL HOLDINGS, INC 13,624 15,534
PNC FINANCIAL GROUP INC 4,269 4,050
PROGRESSIVE CORP OHIO 29,541 56,069
PROLOGIS 80,330 64,054
PRUDENTIAL FINCL INC 18,264 19,676
PTC INC 47,644 56,264
PUBLIC STORAGE INC 30,880 25,452
QUALCOMM INC 38,818 45,011
ROCKWELL AUTOMATION INC 26,637 25,721
SALESFORCE.COM 65,848 106,317
SEAGATE TECHNOLOGY HOLDINGS PL 2,675 3,452
SENTINELONE INC 21,883 28,749
SHERWIN-WILLIAMS CO 30,722 35,013
SIMON PPTY GROUP INC 10,105 14,293
SMITH A O CORP DEL COM 19,972 18,007
STARBUCKS CORP COM 30,772 28,653
STATE STREET CORPORATION 8,038 10,404
SUPER MICRO COMPUTER INC 17,211 7,315
SYSCO CORP 29,589 30,813
T-MOBILE US INC 38,860 60,921
T. ROWE PRICE GROUP 17,456 17,190
TARGET CORPORATION 38,293 25,955
TE CONNECTIVITY LTD 14,894 16,727
TERADYNE INC 7,628 9,192
TESLA MOTORS INC 129,608 232,208
TEXAS INSTRUMENTS INC 42,327 47,253
THE BLACKSTONE GROUP INC CL A 28,888 43,967
THE HERSHEY COMPANY 50,386 39,289
THE JM SMUCKER COMPANY 17,766 17,179
TJX COMPANIES INC 20,574 31,169
TRAVELERS COMPANIES INC 33,662 49,623
TRIMBLE NAV LTD 2,583 3,674
UBER 40,898 38,364
UDEMY, INC. 1,090 897
UNION PACIFIC 59,214 59,290
UNITED PARCEL SERVICE 43,787 36,695
UNITEDHEALTH GROUP INC 159,762 160,863
US BANCORP 21,806 20,663
VANGUARD GOVT BOND ETF INTERME 8,273,639 8,116,729
VERALTO CORPORATION 12,782 19,148
VERIZON COMMUNICATIONS 53,987 55,226
VISA INC 117,836 161,496
WAL-MART STORES INC 84,824 149,620
WALT DISNEY HOLDINGS CO 37,215 39,641
WASTE MANAGEMENT INC 57,598 62,555
WELLS FARGO & CO 22,503 36,736
WEST PHARMA SVCS INC 75,366 68,132
WESTERN DIGITAL CORP 3,003 3,041
WESTINGHOUSE AIR BRAKE TECHNOL 11,388 19,907
WISDOMTREE FLOATING RATE TREAS 5,078,804 5,069,021
WISDOMTREE INDIA 501,257 468,892
WORKDAY INC 22,116 20,900
WYNN RESORTS 2,592 2,068
XYLEM INC 32,260 30,629
YUM BRANDS INC 23,670 24,685

TY 2024 InvestmentsOtherSchedule2
Name:
Horizon Charitable Foundation
EIN:
83-1406109
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ANTERO PEAK LONG/SHORT OFFSHOR   5,000,000 8,751,726
ARCADIA IREO CO-INVEST I, LLC   166,906 70,000
ARCADIA IREO II INVESTORS LLC   340,275 205,000
AREL MEPA SENIOR PREFERRED LP   1,445,302 1,465,662
ASCENT ARBITRAGE FUND   2,895,817 2,867,299
ASCENT PRIVATE INV FD II LP   1,691,800 2,182,636
AUDAX SENIOR FUND (OFFSHORE) 2   4,254,658 5,133,668
CASDIN PRTNRS OFFSHORE, LTD   3,000,000 2,286,959
CIBUS FUND II L.P   656,284 696,594
DEEP INSIGHT   3,243,353 3,502,537
DEEP INSIGHT LIMITED SER 2   1,106,908 1,507,895
DEEP INSIGHT LIMITED SER 3   1,807,283 1,874,054
DEEP INSIGHT LIMITED SER 4   2,118,613 2,369,581
DEEP INSIGHT LIMITED SER 5   253,680 253,680
INSIGHT HIDEAWAY AGGREGATOR, L   2,951,849 1,271,775
INSIGHT PARTNERS FUND XI FOLLO   2,908,852 3,296,063
INSIGHT PARTNERS PUBLIC EQUITI   11,250,000 15,031,629
INSIGHT PARTNERS XI (CLASS A)   8,907,052 15,944,197
INSIGHT PARTNERS XII (CLASS A)   6,207,591 7,029,747
INSIGHT PARTNERS XII BUYOUT AN   1,405,756 2,388,351
INSIGHT PARTNERS XIII (CL A),   462,491 2,089,098
INSIGHT PTNRS XIII GROWTH BUYO   310,827 887,591
INSIGHT PTNS FUND X (FOLLOW-ON   4,248,233 4,086,572
IRRADIANT CLO PARTNERS FUND II   1,149,323 1,201,499
KAYNE ANDERSON REAL ESTATE DEB   1,275,089 1,245,423
LEGACY PHARMA INVEST LP (#2425   755,000 702,844
MCP VI OFFSHORE HOLDINGS LP   1,775,000 2,081,942
NORTHERN TRACE FUND II LLC   2,622,467 2,591,277
NOW MEDIA TOPCO, LLC   4,992,875 5,000,000
RA CAPITAL HEALTHCARE INTERNAT   2,000,000 1,985,242
SOLEUS CAPITAL OFFSHORE, LTD   5,000,000 4,861,590
UP VENTURES I, L.P   675,272 821,394
UP VENTURES II, L.P   110,926 336,378

TY 2024 OtherExpensesSchedule
Name:
Horizon Charitable Foundation
EIN:
83-1406109
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 70,100     70,100
Bank Charges 45 45    
K-1 Exp AREL MEPA SENIOR PREFE 1,603 1,603    
K-1 Exp ASCENT ARBITRAGE FUND 368,377 366,312    
K-1 Exp ASCENT PRIVATE INV FD 64,356 62,671    
K-1 Exp CIBUS FUND II L.P 48,682 48,682    
K-1 Exp DEEP INSIGHT 286 286    
K-1 Exp DEEP INSIGHT LIMITED P 1,554 1,554    
K-1 Exp DEEP INSIGHT LIMITED P 1,820 1,820    
K-1 Exp DEEP INSIGHT LIMITED P 149,946 149,946    
K-1 Exp INSIGHT HIDEAWAY AGGRE 109 109    
K-1 Exp INSIGHT PARTNERS FUND 16,385 16,385    
K-1 Exp INSIGHT PARTNERS XI (C 38,917 12,087    
K-1 Exp INSIGHT PARTNERS XII ( 29,420 28,961    
K-1 Exp INSIGHT PARTNERS XII B 11,440 10,818    
K-1 Exp INSIGHT PARTNERS XIII 42,494 42,494    
K-1 Exp INSIGHT PTNRS XIII GRO 34,439 34,439    
K-1 Exp INSIGHT PTNS FUND X (F 11,242 11,030    
K-1 Exp IRRADIANT CLO PARTNERS 21,782 21,782    
K-1 Exp KAYNE ANDERSON REAL ES 8,388 8,388    
K-1 Exp NORTHERN TRACE FUND II 36,233 36,233    
K-1 Exp UP VENTURES I, L.P 26,253 26,253    
K-1 Exp UP VENTURES II, L.P 10,348 10,348    
State or Local Filing Fees 25     25


TY 2024 OtherIncomeSchedule2
Name:
Horizon Charitable Foundation
EIN:
83-1406109
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss AREL MEPA SENIOR PREFERRED LP 176,343 176,343  
K-1 Inc/Loss ASCENT ARBITRAGE FUND 563,583 546,662  
K-1 Inc/Loss ASCENT PRIVATE INV FD II LP 138,589 82,360  
K-1 Inc/Loss CIBUS FUND II L.P 1,032 1,032  
K-1 Inc/Loss DEEP INSIGHT 1,779 1,779  
K-1 Inc/Loss DEEP INSIGHT LIMITED PARTNERSHIP (SE 3,407 3,407  
K-1 Inc/Loss DEEP INSIGHT LIMITED PARTNERSHIP (SE 1,206 1,206  
K-1 Inc/Loss DEEP INSIGHT LIMITED PARTNERSHIP (SE 2,239 2,239  
K-1 Inc/Loss INSIGHT HIDEAWAY AGGREGATOR, L.P 268 268  
K-1 Inc/Loss INSIGHT PARTNERS FUND XI FOLLOW-ON F 3,002 3,002  
K-1 Inc/Loss INSIGHT PARTNERS XI (CLASS A) LP 30,035 45,803  
K-1 Inc/Loss INSIGHT PARTNERS XII (CLASS A), L.P -24,223 2,175  
K-1 Inc/Loss INSIGHT PARTNERS XII BUYOUT ANNEX FU -22,383 503  
K-1 Inc/Loss INSIGHT PARTNERS XIII (CL A), L.P 1,367 1,367  
K-1 Inc/Loss INSIGHT PTNRS XIII GROWTH BUYOUT FD 341 341  
K-1 Inc/Loss INSIGHT PTNS FUND X (FOLLOW-ON FUND) 4,704 11,739  
K-1 Inc/Loss IRRADIANT CLO PARTNERS FUND II, L.P 176,709 176,709  
K-1 Inc/Loss KAYNE ANDERSON REAL ESTATE DEBT IV, 144,805 144,805  
K-1 Inc/Loss LEGACY PHARMA INVEST LP (#2425) 152,279 152,279  
K-1 Inc/Loss NORTHERN TRACE FUND II LLC 12,648 12,648  
K-1 Inc/Loss NOW MEDIA TOPCO, LLC -4,247 -4,247  
K-1 Inc/Loss UP VENTURES I, L.P 1,015 1,015  
K-1 Inc/Loss UP VENTURES II, L.P 1,274 1,274  
Federal Tax Refund 7,200    
pfic income from MCP VI OFFSHORE HOLDINGS 39,914 39,914  


TY 2024 OtherProfessionalFeesSchedule
Name:
Horizon Charitable Foundation
EIN:
83-1406109
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 123,592 123,592    
PHILANTHROPIC CONSULTING SRVCS 129,600     129,600


TY 2024 TaxesSchedule
Name:
Horizon Charitable Foundation
EIN:
83-1406109
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 318,200      
990-PF Extension for 2023 56,600      
990-T Extension for 2023 4,500      
990-T Income Tax for 2022 21,276      
Foreign Tax Paid 50 50    
STATE INCOME TAX 2022 4,038      
STATE INCOME TAX 2023 250