HOLTZ CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HOLTZ CHARITABLE FOUNDATION INC (EIN 35-2042978)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202103169349101245
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T09:12:54-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 S ORANGE AVESTE 1200 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328013400 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352042978 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTZ CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LOUIS HOLTZ | InCareOfNm |
| Business Name Control | HOLT | BusinessNameControlTxt |
| Phone | 4078576811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8628 FARTHINGTON WAY | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32827 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS HOLTZ | PersonNm |
| Person Title | CHAIRMAN & DIRECTOR | PersonTitleTxt |
| Phone | 4078576811 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LOUIS | PersonFirstNm |
| Person Last | HOLTZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS V DURKEE CPA | PreparerPersonNm |
| PTIN | P00446248 | PTIN |
| Phone | 4078491569 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,397,289 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,140,517 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,828 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,828 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5,828 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $74,034 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,034 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $74,034 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $839,446 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,233,073 | GrossSalesPriceAmt |
| Total Rev And Expnss | $2,059,825 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,862 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $79,862 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $100,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $100,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,335 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,335 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,712 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,712 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $60 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $60 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $134,107 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $134,107 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $60 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $571,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $571,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $705,607 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $134,107 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $60 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $571,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,354,218 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $79,802 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,151,016 | CashBOYAmt |
| Cash EOY | $1,256,338 | CashEOYAmt |
| Cash EOYFMV | $1,256,338 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,009,185 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,015,013 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,015,013 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $13,794 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $13,794 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $4,409,920 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,652,988 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,125,938 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,583,915 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,938,133 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,397,289 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $64,193 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $64,193 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $64,193 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $64,193 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,519,722 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,873,940 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,519,722 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,873,940 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,583,915 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,938,133 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,519,722 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,354,218 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,873,940 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,873,940 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,794 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $13,794 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,794 | OverpaymentAmt |
| Applied To ES Tax | $13,794 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS HOLTZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4078576811 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8628 FARTHINGTON WAY | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32827 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| LOUIS L HOLTZ | ||||||||
| 9209 CROMWELL PARK PLACE | ORLANDO | FL | 32827 | CHAIRMAN/DIRECTOR | 0 | $0 | $0 | $0 |
| LUANNE H ALTENBAUMER | ||||||||
| 19611 RED COPPER LANE | CYPRESS | TX | 77433 | DIRECTOR | 0 | $25,000 | $0 | $0 |
| LOUIS L SKIPHOLTZ | ||||||||
| 2168 LLANGELER DR | RUSTON | LA | 71270 | DIRECTOR | 0 | $25,000 | $0 | $0 |
| KEVIN R HOLTZ | ||||||||
| 791 PHEASANT RUN COURT | PORT ORANGE | FL | 32127 | SEC/TRES/DIRECTOR | 0 | $25,000 | $0 | $0 |
| ELIZABETH J MASSAGLIA | ||||||||
| 9453 N STATE ROAD 267 | BROWNSBURG | IN | 46112 | DIRECTOR | 0 | $25,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,827,465 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,989,406 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,816,871 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,816,871 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $117,253 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,699,618 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $384,981 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $384,981 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $384,981 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $384,981 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $384,981 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $571,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $571,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $571,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $384,981 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $51,444 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,967 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $221,072 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $679,074 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $470,798 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,439,355 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $571,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $384,981 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $186,519 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,625,874 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $51,444 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,574,430 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,967 | ExcessFromYear4Amt |
| Excess From Year3 | $221,072 | ExcessFromYear3Amt |
| Excess From Year2 | $679,074 | ExcessFromYear2Amt |
| Excess From Year1 | $470,798 | ExcessFromYear1Amt |
| Excess From Current Year | $186,519 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SALVATION ARMY | ||||||
| 5550 PRAIRIE STONE PARKWAY | HOFFMAN ESTATES | IL | 60192 | PC | GENERAL SUPPORT | $15,000 |
| TRINE UNIVERSITY | ||||||
| 1 UNIVERSITY AVENUE | ANGOLA | IN | 46703 | PC | GENERAL SUPPORT | $5,000 |
| AMERICAN BIBLE SOCIETY | ||||||
| 101 North Independence Mall East FL | Philadelphia | PA | 19106 | PC | GENERAL SUPPORT | $1,000 |
| SHRINERS HOSPITAL FOR CHRILDREN | ||||||
| 2900 N Rocky Point Drive | TAMPA | FL | 33607 | PC | GENERAL SUPPORT | $3,000 |
| FEED THE CHILDREN | ||||||
| 333 N Meridian Ave | OKLAHOMA CITY | OK | 33607 | PC | GENERAL SUPPORT | $100 |
| LOUSIANA TECH FOUNDATION | ||||||
| PO Box 3183 | RUSTON | LA | 71272 | PC | GENERAL SUPPORT | $145,000 |
| MIRACLE EAR FOUNDATION | ||||||
| 150 South Fifth Street Suite 2300 | MINNEAPOLIS | MN | 55402 | PC | GENERAL SUPPORT | $1,000 |
| JEROME BETTIS BUS STOPS HERE FOUNDATION | ||||||
| 15700 W 10 MILE ROAD | SOUTHFIELD | MI | 48075 | GENERAL SUPPORT | $5,000 | |
| LOUSIANA CAMPUS OF MEDICINE | ||||||
| 2025 Gravier St Fl 6 | NEW ORLEANS | LA | 70112 | PC | GENERAL SUPPORT | $1,000 |
| HOLY CROSS COLLEGE | ||||||
| 54515 State Rd 933 North | NOTRE DAME | IN | 46556 | PC | GENERAL SUPPORT | $15,000 |
| WERNLE YOUTH & FAMILY TREATMENT CENTER | ||||||
| PO BOX 1386 | RICHMOND | IN | 47375 | PC | GENERAL SUPPORT | $1,000 |
| DENNIS J SMITH LEGACY FOUNDATION | ||||||
| 255 E STATION | ST KANKAKEE | IL | 60901 | GOV | GENERAL SUPPORT | $1,000 |
| LOU HOLTZ UPPER VALLEY HALL OF HAME | ||||||
| PO BOX 60 | EAST LIVERPOOL | OH | 43920 | PC | GENERAL SUPPORT | $171,300 |
| WILLAIM & MARY TRIBE CLUB | ||||||
| PO BOX 339 | WILLIAMSBURG | VA | 23187 | PC | GENERAL SUPPORT | $10,000 |
| BLESSED TRINITY CHURCH | ||||||
| 958 E TUSCOLA | ST FRANKENMUTH | MI | 48734 | PC | GENERAL SUPPORT | $2,000 |
| CONGREGATION OF HOLY CROSS PRIEST | ||||||
| PO BOX 774 | NOTRE DAME | IN | 46556 | PC | GENERAL SUPPORT | $25,000 |
| HOLTZS HEROES FOUNDATION | ||||||
| 9630 CALYMOUNT LN | FISHERS | IN | 46037 | PC | GENERAL SUPPORT | $165,000 |
| AVE MARIA SCHOOL OF LAW | ||||||
| 1025 COMMONS CIRCLE | NAPLES | FL | 34119 | PC | GENERAL SUPPORT | $5,000 |
| MELCHIZEDEK FOUNDATION | ||||||
| 2522 N SALISBURY STREET | WEST LAFAYETTE | IN | 47906 | PC | GENERAL SUPPORT | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $571,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,828 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,034 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $839,446 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $79,862 | ExclusionAmt |
| Related Or Exempt Function Incm | $839,446 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $919,308 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THOMAS GALLAGHER | ||||||
| 1 | 9020 SW 137TH AVE | MIAMI | FL | 33186 | $1,000,000 | Yes (X) |
| JERRY DORENE HAMMES | ||||||
| 2 | 1317 ERSKINE MANOR HILL | SOUTH BEND | IN | 46614 | $50,000 | Yes (X) |
| LOUIS HOLTZ | ||||||
| 3 | 8628 FARTHINGTON WAY | ORLANDO | FL | 32827 | $6,184 | Yes (X) |
| ARTHUR HUDSON | ||||||
| 4 | 9155 SLOANE ST | ORLANDO | FL | 32827 | $5,000 | Yes (X) |
| ZOTEC PARTNERS | ||||||
| 5 | 1 ZOTEC WAY | CARMEL | IN | 46032 | $15,000 | Yes (X) |
| SCOTT CANDRIAN | ||||||
| 6 | 6240 N VIA ACACIA | TUCSON | AZ | 85718 | $5,000 | Yes (X) |
| WILLIAM MARY ROSS FOUNDATION | ||||||
| 7 | 4729 E SUNRISE DR PMB 501 | TUCSON | AZ | 85718 | $50,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,335 | Amt |
| Net Investment Income | $1,335 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STEPHEN'S #1653 | StockNm |
| EOY Book Value | $5,652,988 | EOYBookValueAmt |
| EOYFMV | $6,125,938 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $60 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $60 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $60 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEE | CategoryTxt |
| Amt | $32,712 | Amt |
| Net Investment Income | $32,712 | NetInvestmentIncomeAmt |
Comments