THE HOROWITZ FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE HOROWITZ FAMILY FOUNDATION (EIN 23-3036053)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-02-19
- IRS object ID
- 202110509349100006
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-19T09:16:24-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510247983 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAF INDUSTRIES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 MONUMENT ROAD SUITE 303 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233036053 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOROWITZ FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HORO | BusinessNameControlTxt |
| Phone | 2155720738 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 MONUMENT ROAD NO 303 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD M HOROWITZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2155720738 | PhoneNum |
| Signature | 2021-02-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | HOROWITZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY HOEFLICH | PreparerPersonNm |
| PTIN | P01330739 | PTIN |
| Phone | 2155720738 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $393,364 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $105,405 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,855 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,855 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,267 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $132,502 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,267 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $136,527 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,122 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,256 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,256 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,656 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,656 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $227,670 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $227,670 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $230,326 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,656 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $227,670 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$93,799 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,466 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $181,964 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,838 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,838 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $167,590 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $206,917 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $344,526 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $349,554 | TotalAssetsBOYAmt |
| Total Assets EOY | $255,755 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $393,364 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $349,554 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $255,755 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $349,554 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $255,755 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $349,554 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $255,755 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $349,554 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$93,799 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $255,755 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $255,755 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| HAVERFORD TRUST COMPANY - SEE ATTACHED | P | $65,855 | $66,611 | -$756 | -$756 |
| HAVERFORD TRUST COMPANY - SEE ATTACHED | D | $66,647 | $39,624 | $27,023 | $27,023 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,267 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $396 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $396 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $396 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,315 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,315 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $919 | OverpaymentAmt |
| Applied To ES Tax | $919 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD M HOROWITZ | IndividualWithBooksNm |
| Phone | 2155720738 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 MONUMENT ROAD SUITE 303 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD M HOROWITZ | ||||||||
| 128 KNIGHTSBRIDGE ROAD | WYNNEWOOD | PA | 19096 | PRESIDENT / DIRECTOR / SEC | 1.00 | $0 | $0 | $0 |
| RUTH FARBER-HOROWITZ | ||||||||
| 128 KNIGHTSBRIDGE ROAD | WYNNEWOOD | PA | 19096 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $258,572 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $111,415 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $369,987 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $369,987 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,550 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $364,437 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,222 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,222 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $396 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $396 | TotalTaxAmt |
| Distributable Before Adj | $17,826 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,826 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,826 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $227,670 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $227,670 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $227,670 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,826 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $205,005 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $164,066 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $208,090 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $186,709 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $172,665 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $936,535 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $227,670 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,826 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $209,844 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,146,379 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $205,005 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $941,374 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $164,066 | ExcessFromYear4Amt |
| Excess From Year3 | $208,090 | ExcessFromYear3Amt |
| Excess From Year2 | $186,709 | ExcessFromYear2Amt |
| Excess From Year1 | $172,665 | ExcessFromYear1Amt |
| Excess From Current Year | $209,844 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUTH FARBER-HOROWITZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JEWISH HERITAGE PROGRAMS | ||||||
| 4032 SPRUCE STREET | PHILADELPHIA | PA | 19104 | NONE | SUPPORT TO ENGAGE INDIVIDUALS IN JEWISH COMMUNAL ACTIVITIES. | $1,000 |
| AMERICAN CIVIL LIBERTIES UNION | ||||||
| 1800 JOHN F KENNEDY BLVD | PHILADELPHIA | PA | 19103 | NONE | SUPPORT TO PRESERVE THE INDIVIDUAL RIGHTS GUARANTEED BY THE CONSTITUTION AND LAWS OF THE UNITED STATES. | $1,000 |
| AMERICAN FRIENDS OF JAMAICA INC | ||||||
| 1697 BROADWAY SUITE 502 | NEW YORK | NY | 10019 | NONE | SUPPORT THE EFFORTS OF LOCAL NON GOVERNMENTAL ORGANIZATIONS THAT PROVIDE ASSISTANCE TO JAMAICANS IN NEED. | $1,000 |
| AMERICAN JEWISH WORLD SERVICE | ||||||
| 45 WEST 36TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | NONE | SUPPORT EFFORTS TO REALIZE HUMAN RIGHTS AND END POVERTY IN THE DEVELOPING WORLD. | $500 |
| BARNES FOUNDATION | ||||||
| 2025 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19130 | NONE | SUPPORT FOR THE PRESERVATION OF THE FINE ARTS. | $495 |
| BETH AM ISRAEL | ||||||
| 1301 HAGYS FORD ROAD | PENN VALLEY | PA | 19072 | NONE | SUPPORT OF THE ORGANIZATION'S MISSION TO BRING MEANING TO THE JEWISH PRACTICE. | $27,775 |
| PHILADELPHIA ZOO | ||||||
| 3400 WEST GIRARD AVENUE | PHILADELPHIA | PA | 19104 | NONE | SUPPORT OF THE ZOO'S ANNUAL OPERATIONS. | $500 |
| BROADRICK FAMILY FOUNDATION | ||||||
| 19103 MERRY LANE | LUTZ | FL | 33548 | NONE | SUPPORT FUNDING PROGRAMS FOR CHILDREN AND THOSE IN NEED. | $1,000 |
| CEASEFIRE PA | ||||||
| PO BOX 60095 | PHILADELPHIA | PA | 19102 | NONE | SUPPORT CEASEFIRE PA'S MISSION FOR BETTER ENFORCEMENT OF CURRENT LAWS AGAINST ILLEGAL GUN TRAFFICERS AND FOR STRONGER, COMMONSENSE HANDGUN SAFETY LAWS THROUGH EDUCATION AND ADVOCACY IN COMMUNITIES ACROSS PENNSYLVANIA. | $2,500 |
| KELLMAN BROWN ACADEMY | ||||||
| 1007 LAUREL OAK ROAD | VOORHEES | NJ | 08043 | NONE | SUPPORT OF THE ORGANIZATION'S MISSION TO PROVIDE EDUCATIONAL SERVICES. | $500 |
| PROJECT HOME | ||||||
| 1515 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | NONE | SUPPORT OF THE ORGANIZATION'S MISSION TO PROVIDE HOUSING SERVICES TO LOW INCOME INDIVIDUALS. | $500 |
| NATIONAL MUSEUM OF JEWISH HISTORY | ||||||
| 101 S INDEPENDENCE HALL EAST | PHILADELPHIA | PA | 19106 | NONE | SUPPORT OF THE ORGANIZATION'S MISSION TO CELEBRATE JEWISH HISTORY. | $1,000 |
| HIAS | ||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | NONE | SUPPORT PROVIDES HUMANITARIAN AID AND ASSISTANCE TO REFUGEES. | $1,000 |
| IMPACT 100 | ||||||
| PO BOX 275 | WYNNEWOOD | PA | 19096 | NONE | SUPPORT OF THE ORGANIZATION'S MISSION TO ENGAGE WOMEN IN PHILANTHROPY AND COLLECTIVELY FUND GRANTS TO CHARITABLE INITIATIVES IN THE PHILADELPHIA REGION. | $1,150 |
| ISRAEL GUIDE DOG CENTER FOR THE BLIND | ||||||
| 968 EASTON ROAD STE H | WARRINGTON | PA | 18976 | NONE | SUPPORT IGD'S MISSION TO TRAIN GUIDE DOGS AND TEACH BLIND INDIVIDUALS HOW TO USE GUIDE DOGS. | $1,000 |
| JACK M BARRACK HEBREW ACADEMY | ||||||
| 272 SOUTH BRYN MAWR AVENUE | BRYN MAWR | PA | 19010 | NONE | SUPPORT OF THE ORGANIZATION'S MISSION TO PREPARE FUTURE LEADERS OF THE AMERICAN, JEWISH AND GLOBAL COMMUNITIES WHO WORK FOR A BETTER WORLD THROUGH ACTS OF JUSTICE AND COMPASSION. | $500 |
| JEWISH FAMILY AND CHILDREN'S SERVICES | ||||||
| 2100 ARCH STREET 5TH FLOOR | PHILADELPHIA | PA | 19104 | NONE | SUPPORT OF THE ORGANIZATION'S MISSION TO STRENGTHEN FAMILIES AND INDIVIDUALS ACROSS GENERATIONS AND CULTURES TO ACHIEVE STABILITY, INDEPENDENCE AND COMMUNITY. | $12,500 |
| JEWISH FEDERATION OF GREATER PHILADELPHIA | ||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | NONE | SUPPORT OF THE ORGANIZATION'S MISSION TO ENSURE JEWISH PEOPLE OF EVERY AGE CAN POOL RESOURCES, ENERGY AND COMMITMENT SO THAT NO COMMUNITY MEMBER IS IN NEED. | $5,000 |
| FELS | ||||||
| 10700 JAMISON AVENUE | PHILADELPHIA | PA | 19116 | NONE | SUPPORT OF THE ORGANIZATION'S MISSION TO PROVIDE EDUCATIONAL ACTIVITIES AND AFFORDABLE CHILD CARE. | $500 |
| JUDITH CREED HOMES FOR ADULT INDEPENDENCE | ||||||
| 274 BRYN MAWR AVENUE | BRYN MAWR | PA | 19010 | NONE | SUPPORT OF THE ORGANIZATION'S MISSION TO DEVELOP A STABLE, SUPPORTIVE, LOVING COMMUNITY FOR SPECIAL NEEDS ADULTS. | $500 |
| MIGHTY WRITERS | ||||||
| 1501 CHRISTIAN STREET | PHILADELPHIA | PA | 19146 | NONE | SUPPORT MIGHTY WRITER'S MISSION TO TEACH KIDS TO WRITE AND THINK WITH CLARITY SO THEY CAN ACHEIVE SUCCESS AT WORK, AT HOME AND IN LIFE. | $1,000 |
| NATIONAL CONSTITUTION CENTER | ||||||
| 525 ARCH STREET | PHILADELPHIA | PA | 19106 | NONE | SUPPORT NATIONAL CONSTITUTION CENTER'S MISSION TO DISSEMINATE INFORMATION ABOUT THE US CONSTITUTION ON A NON-PARTISAN BASIS. | $25,000 |
| OROT | ||||||
| 7601 OLD YORK ROAD | MELROSE PARK | PA | 19027 | NONE | SUPPORT TO ENABLE CHILDREN WITH DIVERSE SPECIAL NEEDS TO ATTEND JEWISH DAY SCHOOLS IN THE PHILADELPHIA AREA. | $500 |
| PEOPLES EMERGENCY CENTER | ||||||
| 3903 SPRING GARDEN STREET | PHILADELPHIA | PA | 19103 | NONE | SUPPORT MISSION TO NURTURE FAMILIES AND STRENGTHEN NEIGHBORHOODS. | $500 |
| PERELMAN JEWISH DAY SCHOOL | ||||||
| 49 HAVERFORD ROAD | WYNNEWOOD | PA | 19096 | NONE | SUPPORT OF PERELMEN'S MISSION TO PROVIDE STUDENTS WITH JEWISH-VALUES BASED EDUCATION. | $50,000 |
| PHILADELPHIA MUSEUM OF ART | ||||||
| 2600 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19130 | NONE | SUPPORT OF THE ORGANIZATION'S MISSION BY RAISING FUNDS TO PURCHASE WORKS OF ART AND CRAFT FOR THE PERMENANT COLLECTIONS OF THE PHILADELPHIA MUSEUM OF ART THROUGH AN ANNUAL CRAFT SHOW. | $1,500 |
| PLANNED PARENTHOOD | ||||||
| 1144 LOCUST STREET | PHILADELPHIA | PA | 19107 | NONE | SUPPORT OF MISSION TO PROVIDE QUALITY CHILD CARE SERVICES TO CHILDREN AND SUPPORT SERVICES FOR PARENTS IN THE PHILADELPHIA AREA. | $500 |
| SHARE FOOD PROGRAM | ||||||
| 2901 W HUNTING PARK AVE | PHILADELPHIA | PA | 19129 | NONE | SUPPORT THEIR MISSION OF SUPPORTING A REGIONAL NETWORK OF COMMUNITY ORGANIZATIONS ENGAGED IN FOOD DISTRIBUTION, EDUCATION, AND ADVOCACY. | $5,000 |
| SINGING CITY | ||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | NONE | SUPPORT SINGING CITY'S MISSION TO PROVIDE COMMUNITY CONCERTS. | $1,000 |
| UNIVERSITY OF PENNSYLVANIA | ||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19103 | NONE | SUPPORT UNIVERSITY OF PENNSYLVANIA'S MISSION TO PROVIDE EDUCATION, RESEARCH AND CHARITABLE PATIENT CARE SERVICES. | $500 |
| WHYY | ||||||
| 150 N 6TH STREET | PHILADELPHIA | PA | 19106 | NONE | SUPPORT EFFORTS TO IMPROVE PUBLIC TELEVISION. | $250 |
| WISTAR INSTITUTE | ||||||
| 3601 SPRUCE STREET | PHILADELPHIA | PA | 19104 | NONE | SUPPORT OF WISTAR'S COMMITMENT TO CONDUCTING BASIC RESEARCH TO BENEFIT SOCIETY AND TO TRAINING THE NEXT GENERATION OF SCIENTISTS. | $82,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $227,670 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,855 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,267 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $31,122 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,122 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| RUTH M HOROWITZ | ||||||
| 1 | 128 KNIGHTSBRIDGE ROAD | WYNNEWOOD | PA | 19041 | $54,909 | Yes (X) |
| RUTH M HOROWITZ | ||||||
| 2 | 128 KNIGHTSBRIDGE ROAD | WYNNEWOOD | PA | 19041 | $50,496 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICALLY TRADED STOCK | $100,060 | 2020-02-20 |
| 2 | PUBLICALLY TRADED STOCK | $50,496 | 2020-12-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $400 | Amt |
| Net Investment Income | $400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HAVERFORD TRUST COMPANY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $206,917 | BookValueAmt |
| EOYFMV | $344,526 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $2,256 | Amt |
| Net Investment Income | $2,256 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |