RDM FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: RDM FOUNDATION (EIN 45-3712288)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-15
IRS object ID: 202601359349102495
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
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-15T11:25:17-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	341316000	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WORTZMAN & GINGERICH COMPANY	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3333 RICHMOND ROAD SUITE 170	AddressLine1Txt
City	BEACHWOOD	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44122	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	453712288	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RDM FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	RDMF	BusinessNameControlTxt
Phone	4409955200	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 PARK AVENUE 215	AddressLine1Txt
City	ORANGE VILLAGE	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44122	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RICHARD A HORVITZ	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	4409955200	PhoneNum
Signature	2026-05-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	BRIAN R GINGERICH CPA	PreparerPersonNm
PTIN	P01320435	PTIN
Phone	2164640001	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	$14,548,128	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	$753,493	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$26,495	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$26,495	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$569,798	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$569,798	DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,349,786	TotalRevAndExpnssAmt
Total Net Invst Incm	$596,293	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	$2,279	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$1,140	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$1,139	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$8,284	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$4,142	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$4,142	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$45,237	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$22,619	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$22,618	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$200	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$200	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$1,346	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$1,346	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$57,346	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$29,447	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$27,899	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,643,400	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,643,400	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,700,746	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$29,447	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,671,299	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$350,960	ExcessRevenueOverExpensesAmt
Net Investment Income	$566,846	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$14,083,192	CashBOYAmt
Cash EOY	$11,117,130	CashEOYAmt
Cash EOYFMV	$11,117,130	CashEOYFMVAmt
Other Investments BOY	$950,000	OtherInvestmentsBOYAmt
Other Investments EOY	$3,430,998	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$3,430,998	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$15,033,192	TotalAssetsBOYAmt
Total Assets EOY	$14,548,128	TotalAssetsEOYAmt
Total Assets EOYFMV	$14,548,128	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	$15,033,192	RetainedEarningBOYAmt
Retained Earning EOY	$14,548,128	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$15,033,192	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$14,548,128	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$15,033,192	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$14,548,128	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$15,033,192	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$350,960	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$14,682,232	SubtotalAmt
Other Decreases	$134,104	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$14,548,128	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$7,879	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$7,879	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$7,879	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$7,271	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	$7,271	TotalPaymentsAndCreditsAmt
Es Penalty	$21	EsPenaltyAmt
Tax Due	$629	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	OH	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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	STEVEN M FEATHER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4409955200	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 PARK AVENUE SUITE 215	AddressLine1Txt
City	ORANGE VILLAGE	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44122	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 (4 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 A HORVITZ
100 PARK AVENUE SUITE 215	ORANGE VILLAGE	OH	44122	PRESIDENT/DIRECTOR	1.00	$0	$0	$0
DIANE O MALARIK
100 PARK AVENUE SUITE 215	ORANGE VILLAGE	OH	44122	VICE PRESIDENT & TREASURER	1.00	$0	$0	$0
STEVEN L NUTT
100 PARK AVENUE SUITE 215	ORANGE VILLAGE	OH	44122	SECRETARY	1.00	$0	$0	$0
SVETLANA M LOSHAKOV
100 PARK AVENUE SUITE 215	ORANGE VILLAGE	OH	44122	SECRETARY	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	$622,476	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$14,246,951	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$950,000	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$15,819,427	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$15,819,427	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$237,291	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$15,582,136	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$779,107	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$779,107	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$7,879	TaxBasedOnInvestmentIncomeAmt
Total Tax	$7,879	TotalTaxAmt
Distributable Before Adj	$771,228	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$771,228	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$771,228	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,671,299	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,671,299	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$771,228	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr2	$890,551	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$281,759	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,172,310	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,671,299	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$771,228	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$900,071	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$2,072,381	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	$2,072,381	ExcessDistriCyovToNextYrAmt
Excess From Year2	$890,551	ExcessFromYear2Amt
Excess From Year1	$281,759	ExcessFromYear1Amt
Excess From Current Year	$900,071	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AISH HATORAH
14077 CEDAR ROAD 7	SOUTH EUCLID	OH	44118	NC	ANNUAL FUND	$20,000
CASE WESTERN RESERVE SCHOOL OF MEDICINE
10900 EUCLID AVENUE	CLEVELAND	OH	44106	NC	AMITABH CHAK (BARRETT'S RESEARCH)	$100,000
CHILDREN TUMOR FOUNDATION
PO BOX 7247	PHILADELPHIA	PA	19170	NC	RESEARCH AUCTION	$100,000
CHILDREN TUMOR FOUNDATION
PO BOX 7247	PHILADELPHIA	PA	19170	NC	TIME IS NOW CAMPAIGN	$1,000,000
CHILDREN TUMOR FOUNDATION
PO BOX 7247	PHILADELPHIA	PA	19170	NC	IN HONOR OF RICHARD SOIL	$10,000
CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVENUE DV2	CLEVELAND	OH	44195	NC	PROCEPT BIOROBOTICS AQUABEAM ROBOTIC SYSTEM	$100,000
CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVENUE DV2	CLEVELAND	OH	44195	NC	EHIERS-DANIOS CARE	$5,000
FRIENDS OF IDF
PO BOX 999	WALLED LAKE	MI	48390	NC	EC: OPERATING RISING LION CAMPAIGN	$50,000
GOLSHIM L CHAIM SKI LIVE
435 WEST MAIN STREET	ASPEN	CO	81611	NC	SKI TO LIVE PROGRAM	$7,200
JINSA
1101 14TH STREET NW SUITE 1030	WASHINGTON	DC	20005	NC	2025 U.S. BASE IN ISREAL PROJECT	$25,000
NU DECO ENSEMBLE
2100 BISCAYNE BLVD	MIAMI	FL	33137	NC	FUND CHAIR FOR ONE YEAR	$5,000
NU DECO ENSEMBLE
2100 BISCAYNE BLVD	MIAMI	FL	33137	NC	FUND GENERAL OPERATION	$5,000
TEMPLE EMANU EL
4545 BRAINARD ROAD	ORANGE VILLAGE	OH	44022	NC	HINEINI CAMPAIGN	$50,000
UNIVERSITY HOSPITALS
11100 EUCLID AVENUE	CLEVELAND	OH	44106	NC	CLINICAL RESEARCH FUND (GI SPORE GRANT)	$100,000
HARMONY ACRES EQUESTRIAN CENTER
1451 O ROAD	LOMA	CO	81524	NC	VETERANS SERVICES BUDGET	$2,500
ITREK
1460 BROADWAY	NEW YORK	NY	10036	NC	DUKE LAW TREK	$1,700
UNITED WAY
701 N FAIRFAX STREET	ALEXANDRIA	VA	22314	NC	ANNUAL GIFT	$62,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,643,400	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$26,495	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$569,798	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$596,293	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$596,293	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	Person ContributionPersonContributionInd
LCH MARITAL TRUST FBO JLH
1	PO BOX 4451	JACKSON	WY	83001	$1,024	Yes (X)
LEONARD C HORVITZ CLAT UA 3201978 AS RESTATED
2	PO BOX 4451	JACKSON	WY	83001	$752,469	Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$8,284	Amt
Net Investment Income	$4,142	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$4,142	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
ART WORK	AT COST	$950,000	$950,000
SECURITIES	AT COST	$2,480,998	$2,480,998

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$2,279	LegalFeesAmt
Net Investment Income	$1,140	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,139	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
FEDERAL TAX PAYMENTS	$108,500
UNREALIZED GAINS (LOSSES)	$25,604

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES	$457	$457	$0
INSURANCE	$889	$889	$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	ADMINISTRATIVE SERVICE FEES	CategoryTxt
Amt	$45,237	Amt
Net Investment Income	$22,619	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$22,618	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	OHIO ANNUAL FILING FEE	CategoryTxt
Amt	$200	Amt
Net Investment Income	$200	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt