HOROWITZ FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: HOROWITZ FAMILY FOUNDATION (EIN 35-7050910)
Tax period: 2024-07-01 to 2025-06-30
Filed: 2026-05-08
IRS object ID: 202601289349101920
Schema version: 2024v5.5
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
Dissolution Stmt
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Liquidation Explanation Stmt
Legal Fees Schedule
Other Expenses Schedule
Other Increases Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-08T11:05:18-05:00	ReturnTs
Tax Period End	2025-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	941341042	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FRANK RIMERMAN CO LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1 EMBARCADERO CTR STE 2410	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94111	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	357050910	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HOROWITZ FAMILY FOUNDATION	BusinessNameLine1Txt
Business Name Line2	C/O FRANK RIMERMAN CO LLP	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	HORO	BusinessNameControlTxt
Phone	6508458100	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11035 LAVENDER HILL DR STE 160-580	AddressLine1Txt
City	LAS VEGAS	CityNm
State Abbreviation	NV	StateAbbreviationCd
ZIP	89135	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	FELICIA HOROWITZ	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	6508458100	PhoneNum
Signature	2026-05-07	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL C HAENEL	PreparerPersonNm
PTIN	P01399658	PTIN
Phone	4154391144	PhoneNum
Preparation	2026-05-07	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	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	$40,618,178	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	$12,754,805	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$4,293,217	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$4,293,217	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,860,337	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$87,011,151	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$19,759,898	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$18,908,359	TotalRevAndExpnssAmt
Total Net Invst Incm	$24,053,115	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
Legal Fees Rev And Expnss	$20,726	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$41,714	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$270,000	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$310,650	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$310,650	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$643,090	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$310,650	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$147,508,395	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$147,508,395	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$148,151,485	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$310,650	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$147,508,395	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$129,243,126	ExcessRevenueOverExpensesAmt
Net Investment Income	$23,742,465	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$4,340	CashBOYAmt
Cash EOY	$3,873	CashEOYAmt
Cash EOYFMV	$3,873	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$14,469,369	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$556,882	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$556,882	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$75,335,758	CorporateStockBOYAmt
Corporate Stock EOY	$21,648,039	CorporateStockEOYAmt
Corporate Stock EOYFMV	$22,745,583	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$54,996,260	CorporateBondsBOYAmt
Corporate Bonds EOY	$17,167,542	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$17,311,840	CorporateBondsEOYFMVAmt
Total Assets BOY	$144,805,727	TotalAssetsBOYAmt
Total Assets EOY	$39,376,336	TotalAssetsEOYAmt
Total Assets EOYFMV	$40,618,178	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$144,805,727	RetainedEarningBOYAmt
Retained Earning EOY	$39,376,336	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$144,805,727	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$39,376,336	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$144,805,727	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$39,376,336	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$144,805,727	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$129,243,126	ExcessRevenueOverExpensesAmt
Other Increases	$23,813,735	OtherIncreasesAmt
Subtotal	$39,376,336	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$39,376,336	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES	P	2023-01-01	2025-06-30	$31,910,522	$32,179,678	-$269,156	-$269,156
PUBLICLY TRADED SECURITIES	D	2023-01-01	2025-06-30	$21,074,955	$944,565	$20,130,390	$20,130,390
PUBLICLY TRADED SECURITIES	P	2025-01-01	2025-06-30	$33,755,803	$34,127,010	-$371,207	-$371,207
CAPITAL GAIN DISTRIBUTION	P	2023-01-01	2025-06-30	$269,871		$269,871	$269,871

Field	Value	IRS element (for citing)
Capital Gain Net Income	$19,759,898	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$330,020	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$330,020	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$330,020	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$328,623	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$50,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$378,623	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$41	EsPenaltyAmt
Overpayment	$48,562	OverpaymentAmt
Applied To ES Tax	$48,562	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	Yes (1)	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	NV	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (1)	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	Yes (1)	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	FRANK RIMERMAN & CO LLP	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6508458100	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1801 PAGE MILL ROAD	AddressLine1Txt
City	PALO ALTO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94304	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
FELICIA ANNETTE HOROWITZ
C/O FRCO - 1801 PAGE MILL ROAD	PALO ALTO	CA	94304	TRUSTEE	7.00	$0	$0	$0
SOPHIA NOEL HOROWITZ
C/O FRCO - 1801 PAGE MILL ROAD	PALO ALTO	CA	94304	TRUSTEE	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

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JPMORGAN CHASE BANK NA	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2029 CENTURY PARK EAST 39TH FLOOR	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90067	ZIPCd

Field	Value	IRS element (for citing)
Service Type	INVESTMENT MANAGEMENT	ServiceTypeTxt
Compensation	$310,650	CompensationAmt

Field	Value	IRS element (for citing)
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	$101,180,148	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$9,297,040	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$110,477,188	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$110,477,188	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,657,158	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$108,820,030	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$5,441,002	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$5,441,002	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$330,020	TaxBasedOnInvestmentIncomeAmt
Total Tax	$330,020	TotalTaxAmt
Distributable Before Adj	$5,110,982	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$5,110,982	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$5,110,982	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$147,508,395	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$147,508,395	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$5,110,982	DistributableAsAdjustedAmt
Undistributed Income PY	$2,608,338	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$147,508,395	QualifyingDistributionsAmt
Applied To Year1	$2,608,338	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$5,110,982	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$139,789,075	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$139,789,075	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	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$139,789,075	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$139,789,075	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	FELICIA ANNETTE HOROWITZ	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVE	CLEVELAND	OH	44195	NONE	PUBLIC CHARITY	RESEARCHING FOR HEALTH	$1,000,000
THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER
1515 HOLCOMBE BLVD	HOUSTON	TX	77030	NONE	PUBLIC CHARITY	CANCER RESEARCH	$1,000,000
UMC FOUNDATION
1800 W CHARLESTON BLVD	LAS VEGAS	NV	89102	NONE	PUBLIC CHARITY	ADVANCMENT OF CHURCH CONGREGATIONS	$100,000
BEHIND THE BLUE
8461 FARM RD STE 120-340	LAS VEGAS	NV	89131	NONE	PUBLIC CHARITY	SUPPORT OF POLICE	$400,000
TAKING ACTION FOR GOOD FOUNDATION
5865 RIDGEWAY CENTER PARKWAY STE	MEMPHIS	TX	38120	NONE	PUBLIC CHARITY	COMMUNITY SERVICE	$100,000	300
THE NATIONAL PHILANTHROPIC TRUST
165 TOWNSHIP LINE ROAD SUITE 1200	JENKINTOWN	PA	19046	NONE	DONOR ADVISED FUND	SUPPORT FOR ART, EDUCATION, AND HEALTH	$144,112,395
HOPE FOR PRISONERS
3430 E FLAMINGO RD SUITE 350	LAS VEGAS	NV	89121	NONE	PUBLIC CHARITY	SUPPORT FOR PRISONERS	$100,000
TIDES FOUNDATION
1012 TORNEY AVE	SAN FRANCISCO	CA	941291704	NONE	PUBLIC CHARITY	PROVIDE SERVICES TO COMMUNITIES THAT HAVE BEEN HISTORICALLY MARGINALIZED	$696,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$147,508,395	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	$4,293,217	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,860,337	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$6,153,554	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$6,153,554	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 (3 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Noncash ContributionNoncashContributionInd
BENJAMIN AND FELICIA HOROWITZ
1	PRIVATE	LAS VEGAS	NV	89135	$8,501,250	Yes (X)
BENJAMIN AND FELICIA HOROWITZ
2	PRIVATE	LAS VEGAS	NV	89135	$3,266,920	Yes (X)
BENJAMIN AND FELICIA HOROWITZ
3	PRIVATE	LAS VEGAS	NV	89135	$986,635	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	150,000 SHARES OF REDDIT INC	$8,501,250	2024-09-10
2	92,000 SHARES OF MAPLEBEAR INC.	$3,266,920	2024-09-10
3	45,551 SHARES OF YUBICO AB	$986,635	2024-10-01

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$41,714	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NATIONAL PHILANTHROPIC TRUST	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	165 TOWNSHIP LINE RD SUITE 1200	AddressLine1Txt
City	JENKINTOWN	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19046	ZIPCd

Field	Value	IRS element (for citing)
Short Explanation	CASH AND MARKETABLE SECURITIES	ShortExplanationTxt
Dissolution	$144,112,395	DissolutionAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS	BondNm
EOY Book Value	$17,167,542	EOYBookValueAmt
EOYFMV	$17,311,840	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE STOCKS	StockNm
EOY Book Value	$21,648,039	EOYBookValueAmt
EOYFMV	$22,745,583	EOYFMVAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

Field	Value	IRS element (for citing)
Explanation	DURING THE FISCAL YEAR ENDED 6/30/2025, THE HOROWITZ FAMILY FOUNDATION TRANSFERRED A SIGNIFICANT PORTION OF ITS ASSETS TO THE NATIONAL PHILANTHROPIC TRUST, A PUBLIC CHARITY DESCRIBED IN IRC SEC. 501(C)(3). THIS TRANSFER CONSTITUTED A SUBSTANTIAL CONTRACTION, AS IT REPRESENTED MORE THAN 25% OF THE FAIR MARKET VALUE OF THE NET ASSETS OF THE ORGANIZATION AT THE BEGINNING OF THE TAX YEAR.	ExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$20,726	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	INVESTMENT SERVICE FEES	Desc
Revenue And Expenses Per Books	$310,650	RevenueAndExpensesPerBooksAmt
Net Investment Income	$310,650	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN	Desc
Amt	$23,813,735	Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	BENJAMIN AND FELICIA HOROWITZ	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O FRCO - 1801 PAGE MILL ROAD	AddressLine1Txt
City	PALO ALTO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94304	ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL EXCISE TAX	CategoryTxt
Amt	$270,000	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt