THE HOROWITZ FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE HOROWITZ FAMILY FOUNDATION (EIN 23-3036053)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-13
- IRS object ID
- 202621039349100632
- Schema version
- 2025v4.1
- 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 Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-13T14:34:39-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 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 | 2026-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY HOEFLICH | PreparerPersonNm |
| PTIN | P01330739 | PTIN |
| Phone | 2155720738 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $678,643 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $8,612 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,612 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $114,009 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $207,510 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $114,009 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,525 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,525 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $125,146 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $125,146 | 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 | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,674 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,674 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,274 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,274 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,048 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,048 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $104,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $104,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $109,498 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,048 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,648 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $120,098 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $70,005 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,984 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,984 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $111,492 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $328,238 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $658,659 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $181,497 | TotalAssetsBOYAmt |
| Total Assets EOY | $348,222 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $678,643 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $181,497 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $348,222 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $181,497 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $348,222 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $181,497 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $348,222 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $181,497 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,648 | ExcessRevenueOverExpensesAmt |
| Other Increases | $151,077 | OtherIncreasesAmt |
| Subtotal | $348,222 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $348,222 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SALES - MARCH 2025 | P | 2025-03-31 | $151,248 | $38,682 | $112,566 | $112,566 |
| SALES - MAY 2025 | P | 2025-05-31 | $38,715 | $37,958 | $757 | $757 |
| SALES - AUGUST 2025 | P | 2025-08-31 | $17,547 | $16,861 | $686 | $686 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $114,009 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,669 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,669 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,669 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $72 | EsPenaltyAmt |
| Tax Due | $1,741 | TaxDueAmt |
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 | $246,015 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $81,822 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $327,837 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $327,837 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,918 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $322,919 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,146 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,146 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,669 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,669 | TotalTaxAmt |
| Distributable Before Adj | $14,477 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,477 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,477 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $104,450 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,477 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $209,844 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $123,046 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $139,903 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $172,550 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $118,581 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $763,924 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,477 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $89,973 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $853,897 | 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 | $209,844 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $644,053 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $123,046 | ExcessFromYear4Amt |
| Excess From Year3 | $139,903 | ExcessFromYear3Amt |
| Excess From Year2 | $172,550 | ExcessFromYear2Amt |
| Excess From Year1 | $118,581 | ExcessFromYear1Amt |
| Excess From Current Year | $89,973 | 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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALS UNITED MID ATLANTIC | ||||||||
| 1015 VIRGINIA DRIVE SUITE 110 | FORT WASHINGTON | PA | 19034 | NONE | PC | EMPOWER THE ALS COMMUNITY THROUGH A COLLABORATIVE APPROACH TO FOSTERING BOLD RESEARCH INITIATIVES | $1,800 | |
| WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | ||||||||
| 101 SOUTH INDEPENDENCE HALL EAST | PHILADELPHIA | PA | 19106 | NONE | PC | PRESENT EDUCATIONAL PROGRAMS AND EXPERIENCES THAT CELEBRATE THE HISTORY OF JEWS IN AMERICA | $5,000 | |
| OVERBROOK SCHOOL FOR THE BLIND | ||||||||
| 6333 MALVERN AVENUE | PHILADELPHIA | PA | 19151 | NONE | PC | DELIVER EDUCATION THAT ENHANCES THE OPTIONS AVAILABLE FOR PERSONS WITH VISUAL IMPAIRMENTS | $15,000 | |
| ACLU | ||||||||
| 1800 JFK BLVD | PHILADELPHIA | PA | 19103 | NONE | PC | SUPPORTING CIVIL RIGHTS | $1,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 30 SOUTH 15TH STREET SUITE 801 | PHILADELPHIA | PA | 19102 | NONE | PC | SUPPORT FOR ISRAEL'S RIGHT TO EXIST IN PEACE AND SECURITY. | $1,000 | |
| BETH AM ISRAEL | ||||||||
| 1301 HAGYS FORD ROAD | PENN VALLEY | PA | 19072 | NONE | PC | SUPPORT OF THE ORGANIZATION'S MISSION TO BRING MEANING TO THE JEWISH PRACTICE. | $7,380 | |
| PHILLY FRIENDSHIP CIRCLE | ||||||||
| 754 SOUTH 9TH STREET | PHILADELPHIA | PA | 19147 | NONE | PC | CONNECTS TEENS AND YOUNG ADULTS TO YOUTH WITH SPECIAL NEEDS | $1,800 | |
| ADAGIO HEALTH | ||||||||
| 603 STANWIX STREET TWO GATEWAY | PITTSBURGH | PA | 15222 | NONE | PC | STRENGTHEN COMMUNITIES BY EMPOWERING INDIVIDUALS TO LEAD HEALTHIER LIVES | $5,000 | CENTER |
| CEASEFIRE PA | ||||||||
| 111 SOUTH INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | NONE | PC | SUPPORT EFFORTS TO END GUN VIOLENCE. | $1,000 | |
| ISSUE ONE | ||||||||
| 1401 K STREET NW SUITE 350 | WASHINGTON | DC | 20005 | NONE | PC | BUIDLING A BETTER DEMOCRACY | $5,000 | |
| EMILY'S ENTOURAGE | ||||||||
| PO BOX 71 | MERION STATION | PA | 19066 | NONE | PC | SUPPORT RESEARCH FOR CURE FOR CYSTIC FIBROSIS. | $500 | |
| PHILADELPHIA MUSEUM OF ART | ||||||||
| 2600 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19130 | NONE | PC | SUPPORT THE FINE ARTS | $1,000 | |
| HIAS | ||||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | NONE | PC | SUPPORT PROVIDES HUMANITARIAN AID AND ASSISTANCE TO REFUGEES. | $1,800 | |
| ISRAEL GUIDE DOG CENTER FOR THE BLIND | ||||||||
| 968 EASTON ROAD STE H | WARRINGTON | PA | 18976 | NONE | PC | SUPPORT MISSION TO TRAIN DOGS FOR BLIND INDIVIDUALS. | $1,000 | |
| JEWISH FAMILY AND CHILDREN'S SERVICES | ||||||||
| 2100 ARCH STREET 5TH FLOOR | PHILADELPHIA | PA | 19104 | NONE | PC | SUPPORT OF THE ORGANIZATION'S MISSION TO STRENGTHEN FAMILIES AND INDIVIDUALS ACROSS GENERATIONS AND CULTURES TO ACHIEVE STABILITY, INDEPENDENCE AND COMMUNITY. | $2,500 | |
| JUDITH CREED HOMES FOR ADULT INDEPENDENCE | ||||||||
| 274 BRYN MAWR AVENUE | BRYN MAWR | PA | 19010 | NONE | PC | SUPPORT OF THE ORGANIZATION'S MISSION TO DEVELOP A STABLE, SUPPORTIVE, LOVING COMMUNITY FOR SPECIAL NEEDS ADULTS. | $1,000 | |
| MAZON - A JEWISH REPSONSE TO HUNGER | ||||||||
| 15303 VENTURA BLVD SUITE 1100 | SHERMAN OAKS | CA | 91403 | NONE | PC | SUPPORT EFFORTS TO END HUNGER AMONG ALL FAITHS. | $250 | |
| MIGHTY WRITERS | ||||||||
| 1501 CHRISTIAN STREET | PHILADELPHIA | PA | 19146 | NONE | PC | 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. | $2,000 | |
| KINNEY CENTER FOR AUTISM EDUCATION | ||||||||
| 5600 CITY AVENUE | PHILADELPHIA | PA | 19131 | NONE | PC | SUPPORT IMPROVING MEDICAL CARE FOR AUTISTIC PATIENTS | $1,000 | |
| AMERICAN FRIENDS OF JAMAICA | ||||||||
| 1697 BROADWAY SUITE 501 | NEW YORK | NY | 10019 | NONE | PC | SUPPORT FOR THE PEOPLE OF JAMAICA | $1,000 | |
| OROT | ||||||||
| 7601 OLD YORK ROAD | MELROSE PARK | PA | 19027 | NONE | PC | SUPPORT TO ENABLE CHILDREN WITH DIVERSE SPECIAL NEEDS TO ATTEND JEWISH DAY SCHOOLS IN THE PHILADELPHIA AREA. | $1,000 | |
| PENNSYLVANIA SPCA | ||||||||
| 350 E ERIE AVENUE | PHILADELPHIA | PA | 19134 | NONE | PC | SUPPORT THE MISSION TO PROTECT ANIMALS FROM CRUELTY AND NEGLECT. | $2,500 | |
| PENNSYLVANIANS FOR MODERN COURTS | ||||||||
| 123 SOUTH BROAD STREET | PHILADELPHIA | PA | 19109 | NONE | PC | SUPPORT EDUCATION RELATED TO COURT SYSTEM. | $1,000 | |
| DIANE FOSSEY GORILLA FUND | ||||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 30315 | NONE | PC | SUPPORT PROTECTION OF GORILLAS IN THEIR NATURAL HABITAT | $100 | |
| PHILADELPHIA ZOO | ||||||||
| 3400 WEST GIRARD AVENUE | PHILADELPHIA | PA | 19104 | NONE | PC | SUPPORT FOR ZOO OPERATIONS. | $1,800 | |
| PLANNED PARENTHOOD | ||||||||
| 1144 LOCUST STREET | PHILADELPHIA | PA | 19107 | NONE | PC | SUPPORT FOR REPRODUCTIVE RIGHTS | $2,000 | |
| PMA CRAFT SHOW | ||||||||
| PO BOX 7646 | PHILADELPHIA | PA | 19101 | NONE | PC | SUPPORT THE FINE ARTS. | $1,500 | |
| PROJECT HOME | ||||||||
| 2729 WEST DIAMOND STREET | PHILADELPHIA | PA | 19121 | NONE | PC | SUPPORT OF THE ORGANIZATION'S MISSION TO PROVIDE HOUSING SERVICES TO LOW INCOME INDIVIDUALS. | $1,000 | |
| SINGING CITY | ||||||||
| 1501 CHERRY ST | PHILADELPHIA | PA | 19102 | NONE | PC | SUPPORT FOR THE PERFORMING ARTS. | $1,000 | |
| THE BARNES FOUNDATION | ||||||||
| 2025 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19130 | NONE | PC | SUPPORT THE MODERN ARTS. | $1,250 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19103 | NONE | PC | SUPPORT UNIVERSITY OF PENNSYLVANIA'S MISSION TO PROVIDE EDUCATION, RESEARCH AND CHARITABLE PATIENT CARE SERVICES. | $30,750 | |
| URBAN PROMISE | ||||||||
| PO BOX 1479 | CAMDEN | NJ | 08105 | NONE | PC | SUPPORT YOUNG CHILDREN TO EQUIP THEM WITH SKILLS NECESSARY FOR ACADEMIC ACHIEVEMENT | $500 | |
| WHYY | ||||||||
| 150 NORTH 6TH STREET | PHILADELPHIA | PA | 19106 | NONE | PC | SUPPORT FOR PUBLIC TELEVISION. | $500 | |
| ONETABLE PHILADELPHIA | ||||||||
| 228 PARK AVENUE SOUTH SUITE 77191 | NEW YORK | NY | 10003 | NONE | PC | SUPPORT MAKING SHABBAT DINNER ACCESSIBLE TO JEWISH COMMUNITIES | $1,800 | |
| USCJ | ||||||||
| 3080 BROADWAY SUITE B208 | NEW YORK | NY | 10027 | NONE | PC | SUPPORT THE STRENGTHENING OF SYNAGOGUES | $360 | |
| FEMALE HEBREW BENEVOLENT SOCIETY | ||||||||
| PO BOX 36806 | PHILADELPHIA | PA | 19107 | NONE | PC | SUPPORT JEWISH WOMEN WITH FINANCIAL DIFFICULTIES | $360 | |
| AMERICAN JEWISH WORLD SERVICE | ||||||||
| PO BOX 568 | ETNA | NH | 03750 | NONE | PC | SUPPORT JEWISH ORGANIZATIONS WORKING TO FIGHT POVERTY | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $104,450 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,612 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,525 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,009 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $125,146 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $125,146 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RUTH RICHARD HOROWITZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 128 KNIGHTSBRIDGE ROAD | AddressLine1Txt |
| City | WYNNEWOOD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $151,077 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED STOCK | NoncashPropertyDesc |
| Fair Market Value | $151,077 | FairMarketValueAmt |
| Received | 2025-12-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $2,100 | Amt |
| Net Investment Income | $2,100 | 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 | $328,238 | BookValueAmt |
| EOYFMV | $658,659 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $2,525 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,525 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,525 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTION OF SECURITIES | Desc |
| Amt | $151,077 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $1,674 | Amt |
| Net Investment Income | $1,674 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $1,274 | Amt |
| Net Investment Income | $1,274 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |