Joan Yellen Horvitz Foundation
Joan Yellen Horvitz Foundation is a private foundation, based in Jackson, WY. IRS filing data is available from 2020 through 2022. In 2022, it made $295 in qualifying distributions.
Joan Yellen Horvitz Foundation at a glance
- Qualifying distributions (2022)
- $295
- -87.9% vs 2021
- Expenses (2022)
- $591
- -87.9% vs 2021
- Latest 990 filing
- Form 990-PF, 2022 View filing
Data from IRS Form 990-PF, 2022; updated September 2026.
Who Joan Yellen Horvitz Foundation funds
How this funder distributes its grants
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 2 grants of 2 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Joan Yellen Horvitz Foundation gives
- In 2022 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2020 it made 2 grants totaling $28K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Musical Arts Association Cleveland, OH | To Fund General Operations | $15,000 |
| Jewish Federation of Cleveland Beachwood, OH | To Fund General Operations | $12,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|
| 2022 | — | $591 | — | — | $295 | $25 |
| 2021 | $554 | $4,866 | — | — | $2,433 | $171 |
| 2020 | $5,420 | $31,764 | $27,500 | 2 | — | $1,205 |
Under IRS private-foundation payout rules, Joan Yellen Horvitz Foundation reported a distributable amount of $25 for 2022 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Joan Yellen Horvitz Foundation's only listed officer is Laurel Fiduciary Corp, Trustee on every filing since 2020 (uncompensated).
Officers on the 2022 filing
Laurel Fiduciary Corp
Trustee
On filings since 2020
1 hr/week
$2K (2020) → $0 (2022)
Former officers (1)
- Former: Joan Horvitz (2020–2021) — Grant Officer
Data from IRS Form 990 filings, 2020–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2020 IRS filing
The highest reported compensation on the 2020 filing was $2K, to Laurel Fiduciary Corp (Trustee).
Frequently asked questions about Joan Yellen Horvitz Foundation
Where does Joan Yellen Horvitz Foundation operate?
Joan Yellen Horvitz Foundation has awarded grants in Ohio.
How much is Joan Yellen Horvitz Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2022, Joan Yellen Horvitz Foundation reported a distributable amount of $25 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Joan Yellen Horvitz Foundation's EIN?
Joan Yellen Horvitz Foundation's EIN (Employer Identification Number) is 20-1780711. IRS Form 990 filing data is available on this page for 2020–2022.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2022
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