Horowitz Family Foundation Trust

990PF • Fiscal year 2019 • EIN 26-1541483

Oct 01, 2018 to Sep 30, 2019 • Filed on Feb 15, 2020

Organization Profile

6075 Pelican Bay Boulevard PhaNaples, FL 34108

(212) 490-3113

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

172%

Higher net margin than 100% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Higher top officer pay than 43% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

-7.2%

Faster asset growth than 14% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets29th percentile

Assets

Down

$1,508,747

Down $116,896 (-7.2%) from 2018

Net Assets

Down

$1,508,597

Down $117,046 (-7.2%) from 2018

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin100th percentile

Revenue

Down

-$68,040

Down $46,576 (-217%) from 2018

Expenses

Down

$49,006

Down $56,969 (-54%) from 2018

Net Income

-$117,046

Up $10,393 (+8.2%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2019

Assets$1,508,747

Liabilities$0

Net Assets$1,508,597

Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2019

Revenue-$68,040

Expenses$49,006

Net Income-$117,046

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2018 to Sep 30, 2019
Signed: Feb 15, 2020
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay43rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MICHAEL HOROWITZ	Trustee	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Horowitz Family Foundation
EIN: 26-1541483
In Care Of: % MICHAEL HOROWITZ
Phone: 2124903113
Address: 6075 PELICAN BAY BOULEVARD PHA, NAPLES, FL 34108

Signing Officer

Name: Michael Horowitz
Title: Officer
Phone: 2124903113
Signed: 2020-02-15
Discuss with paid preparer: Yes

Preparer

Firm: Fulvio & Associates Llp
Address: 5 W 37th Street 4th Fl, NEW YORK, NY 10018
Preparer: Gennaro J Fulvio
Phone: 2124903113

Raw XML Appendix357 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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DistributionFromCorpusElection/ElectionDesc	0	Election Under Regulation Sec 53.4942(a)-3(d)(2) We herby elect under Regulation Sec. 53.4942(a)-3(d)(2) to treat the qualifying distributions made during the year ended 09/30/19 of $48,533. as having been made out of corpus.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	647562
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	5	500 CORVETA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	6	300 DUPONT DE NEMOURS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	7	2333 FOX CORP CL B COM
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	5	CAPITAL GAIN DIST.
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IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	MICHAEL HOROWITZ
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2124903113
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	MICHAEL HOROWITZ PENNY HOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	20000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT CHARITABLE FUNCTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT CHARITABLE FUNCTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT CHARITBALE FUNCTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT CHARITBLE FUNCTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	TO AID DONEE ORGANIZATIONS IN CARRYING OUT THIER EXPEMPT CHARITABLE FUNTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	TEMPLE SHALOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	TEMPLE BETH-EL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	LEUKEMIA & LYMPHOMA SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	SEACREST COUNTRY DAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	JEWISH COMMUNITY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	4630 PINE RIDGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	2179 HIGHLAND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	3 INTERNATIONAL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	7100 DAVID BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	225 N MIGHIGAN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt	0	SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt	1	FLOOR 17
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	RYE BROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	34119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	35205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	10573
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	34104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	60601
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	47700
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	105191
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	105191
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	110295
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	100485
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	101763
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	157584
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	105191
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	52393
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	361076
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	48533
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	110295
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	100485
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	101763
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2014
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	48533
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	413469
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	470127
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	48533
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	56
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	56
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	COMMISSION CREDIT
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAX 9/30/15
TaxesSchedule/TaxesDetail/CategoryTxt	1	ESTIMATED TAXES 2016
ReturnHeader/BuildTS	0	2020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MICHAEL HOROWITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2124903113
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	HOROWITZ FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	U/A/D 12/05/2007
ReturnHeader/Filer/BusinessNameControlTxt	0	HORO
ReturnHeader/Filer/EIN	0	261541483
ReturnHeader/Filer/InCareOfNm	0	% MICHAEL HOROWITZ
ReturnHeader/Filer/PhoneNum	0	2124903113
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	6075 PELICAN BAY BOULEVARD PHA
ReturnHeader/Filer/USAddress/CityNm	0	NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	34108
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	DE714F2E6C341948B3587DEEAA8ED2E566F7F476
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	4A1D3BC726E15A548CBC47162124C5067999CDBC
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId	0	13086720200495000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt	0	2020-02-18
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	141.149.39.99
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	FULVIO & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	5 W 37th Street 4th Fl
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	10018
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2124903113
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2020-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Gennaro J Fulvio
ReturnHeader/ReturnTs	0	2020-02-18T12:34:18-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2018-10-01
ReturnHeader/TaxPeriodEndDt	0	2019-09-30
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,508,747
Liabilities: $0
Net assets: $1,508,597
Revenue: -$68,040
Expenses: $49,006
Net income: -$117,046

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.85	$0.00	$0.85	$0.40	$0.54	$0.14
2024Detailed filing. Detailed filing data is available for this year.	$0.99	$0.00	$0.99	$0.04	$0.09	$0.14
2023Detailed filing. Detailed filing data is available for this year.	$1.13	$0.00	$1.13	$0.03	$0.14	$0.11
2022Detailed filing. Detailed filing data is available for this year.	$1.24	$0.00	$1.24	$0.01	$0.04	$0.02
2021Detailed filing. Detailed filing data is available for this year.	$1.26	$0.00	$1.26	$0.01	$0.05	$0.04
2020Detailed filing. Detailed filing data is available for this year.	$1.30	$0.00	$1.30	$0.06	$0.15	$0.21
2019Detailed filing. Detailed filing data is available for this year.	$1.51	$0.00	$1.51	$0.07	$0.05	$0.12
2018Detailed filing. Detailed filing data is available for this year.	$1.63	$0.00	$1.63	$0.02	$0.11	$0.13
2017Detailed filing. Detailed filing data is available for this year.	$1.75	$0.00	$1.75	$0.04	$0.22	$0.19
2016Detailed filing. Detailed filing data is available for this year.	$1.94	$0.00	$1.94	$0.04	$0.10	$0.07