HOLTZ CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HOLTZ CHARITABLE FOUNDATION INC (EIN 35-2042978)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2025-09-03
- IRS object ID
- 202532469349100428
- Schema version
- 2022v5.0
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-03T14:30:34-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351356555 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONOVAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5151 E US HWY 36 | AddressLine1Txt |
| City | AVON | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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) |
|---|---|---|
| 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 | KEVIN HOLTZ | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 4078576811 | PhoneNum |
| Signature | 2025-08-25 | 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 | NEAL R STEGEMILLER CPA | PreparerPersonNm |
| PTIN | P00516588 | PTIN |
| Phone | 3177456411 | PhoneNum |
| Preparation | 2025-08-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $5,643,499 | 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 | $1,533,300 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $127,061 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $127,061 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $263,958 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,781,932 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $263,958 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,924,319 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $391,019 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $60,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $35,689 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,689 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,127 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,127 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,712 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,712 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $408 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $408 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $132,936 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,224 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $78,712 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,342,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,342,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,475,436 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,224 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,421,212 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $448,883 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $336,795 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $528,847 | CashBOYAmt |
| Cash EOY | $1,474,152 | CashEOYAmt |
| Cash EOYFMV | $1,474,152 | CashEOYFMVAmt |
| Pledges Rcvbl BOY | $44,571 | PledgesRcvblBOYAmt |
| Prepaid Expenses BOY | $13,794 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $4,428,301 | CorporateStockBOYAmt |
| Corporate Stock EOY | $688,041 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $703,859 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,306,510 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,465,488 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,015,513 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,468,703 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,643,499 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $64,193 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $68,500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $64,193 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $68,500 | 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 | $4,951,320 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,400,203 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,951,320 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,400,203 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,015,513 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,468,703 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,951,320 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $448,883 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,400,203 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,400,203 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (49 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| EATON CORPORATION PL C SHS ISIN#IE00B8KQN 827 | 2022-09-07 | 2022-12-19 | $7,764 | $7,077 | $687 | $687 |
| ALIMENTATION COUCHE- TARD INC REGISTERED SHS ISIN#CA01626P148 | 2022-11-10 | 2022-12-19 | $1,129 | $1,159 | -$30 | -$30 |
| AMAZON COM INC COM | 2022-08-11 | 2022-11-02 | $84,193 | $126,054 | -$41,861 | -$41,861 |
| ANALOG DEVICES INC COM | 2022-11-15 | 2022-12-19 | $4,127 | $4,125 | $2 | $2 |
| BOSTON SCIENTIFIC CO RP COM | 2022-11-29 | 2022-12-19 | $4,591 | $4,445 | $146 | $146 |
| CONOCOPHILLIPS COM | 2022-09-07 | 2022-12-19 | $5,559 | $5,325 | $234 | $234 |
| DICKS SPORTING GOODS INC OC-COM | 2022-10-11 | 2022-12-19 | $11,053 | $11,030 | $23 | $23 |
| EOG RES INC COM | 2022-11-01 | 2022-12-19 | $44,055 | $47,726 | -$3,671 | -$3,671 |
| GENERAC HLDGS INC COM | 2022-05-31 | 2022-09-07 | $48,485 | $51,729 | -$3,244 | -$3,244 |
| GILEAD SCIENCES INC COM | 2022-10-27 | 2022-12-19 | $12,942 | $10,547 | $2,395 | $2,395 |
| INVESCO ACTIVELY MAN AGED EXCHANGE-TRADED COMMODITY FD OPTIMU | 2022-02-16 | 2022-12-20 | $425,093 | $501,797 | -$76,704 | -$76,704 |
| INVESCO EXCHANGE-TRA DED FD TR S&P 500 EQ UAL WEIGHT ETF | 2022-08-11 | 2022-12-19 | $3,504 | $3,504 | $0 | $0 |
| MERCK & CO INC NEW C OM | 2022-06-27 | 2022-12-19 | $8,218 | $7,121 | $1,097 | $1,097 |
| MICROSOFT CORP COM | 2022-08-12 | 2022-12-19 | $54,083 | $65,072 | -$10,989 | -$10,989 |
| MOLINA HEALTHCARE IN C COM | 2022-10-11 | 2022-11-15 | $30,872 | $35,356 | -$4,484 | -$4,484 |
| NRG ENERGY INC COM N EW | 2022-11-10 | 2022-12-07 | $35,261 | $47,303 | -$12,042 | -$12,042 |
| NRG ENERGY INC COM N EW | 2022-05-16 | 2022-12-19 | $79,869 | $51,230 | $28,639 | $28,639 |
| RIO TINTO PLC SPONSO RED ADR ISIN#US76720 41008 | 2022-03-14 | 2022-08-12 | $47,277 | $55,328 | -$8,051 | -$8,051 |
| TJX COS INC NEW COM | 2022-11-01 | 2022-12-19 | $3,828 | $3,511 | $317 | $317 |
| VANGUARD WORLD FDS V ANGUARD ENERGY ETF | 2022-05-24 | 2022-10-11 | $170,055 | $172,373 | -$2,318 | -$2,318 |
| VANGUARD INDEX FDS V ANGUARD MID-CAP VALU E ETF | 2022-01-24 | 2022-09-03 | $85,928 | $98,924 | -$12,996 | -$12,996 |
| ADOBE SYS INC COM | 2020-11-27 | 2022-08-12 | $44,070 | $47,743 | -$3,673 | -$3,673 |
| ALLSTATE CORP COM | 2020-11-27 | 2022-12-19 | $13,114 | $10,407 | $2,707 | $2,707 |
| ALTRIA GROUP INC COM | 2020-11-27 | 2022-03-14 | $60,496 | $48,102 | $12,394 | $12,394 |
| APPLE INC COM | 2020-09-15 | 2022-12-19 | $53,045 | $46,907 | $6,138 | $6,138 |
| AUTONATION INC COM | 2020-11-27 | 2022-12-19 | $16,281 | $9,395 | $6,886 | $6,886 |
| AUTOZONE INC COM | 2021-02-22 | 2022-12-19 | $35,675 | $17,892 | $17,783 | $17,783 |
| BANK NEW YORK MELLON CORP COM | 2020-11-27 | 2022-09-07 | $47,645 | $45,287 | $2,358 | $2,358 |
| COSTAR GROUP INC COM | 2020-11-27 | 2022-07-14 | $39,034 | $60,055 | -$21,021 | -$21,021 |
| DISNEY WALT CO DISNE Y COM | 2020-11-27 | 2022-10-11 | $30,279 | $42,670 | -$12,391 | -$12,391 |
| ELECTRONIC ARTS INC COM | 2020-11-27 | 2022-06-27 | $52,665 | $52,775 | -$110 | -$110 |
| META PLATFORMS INC C L A | 2020-11-27 | 2022-08-12 | $27,050 | $41,559 | -$14,509 | -$14,509 |
| FEDEX CORP COM | 2020-11-27 | 2022-12-12 | $39,488 | $64,645 | -$25,157 | -$25,157 |
| HORMEL FOODS CORP CO M | 2020-11-27 | 2022-12-19 | $64,921 | $66,972 | -$2,051 | -$2,051 |
| INTEL CORP COM | 2020-11-27 | 2022-08-12 | $40,223 | $53,781 | -$13,558 | -$13,558 |
| INTUITIVE SURGICAL I NC COM NEW | 2020-11-27 | 2022-05-16 | $36,238 | $40,035 | -$3,797 | -$3,797 |
| ISHARES TR MORNINGST AR MID CAP GROWTH ET F | 2020-09-15 | 2022-02-11 | $262,149 | $182,626 | $79,523 | $79,523 |
| ISHARES TR CORE DIVI D GROWTH ETF | 2020-11-27 | 2022-11-29 | $586,947 | $507,034 | $79,913 | $79,913 |
| PVH CORP COM | 2020-11-27 | 2022-09-07 | $30,887 | $46,446 | -$15,559 | -$15,559 |
| REPUBLIC SVCS INC CO M | 2020-11-27 | 2022-05-31 | $67,201 | $48,497 | $18,704 | $18,704 |
| UNITEDHEALTH GROUP I NC COM | 2020-11-27 | 2022-12-19 | $26,201 | $16,871 | $9,330 | $9,330 |
| VANGUARD INDEX FDS V ANGUARD MID-CAP VALU E ETF | 2021-06-17 | 2022-09-30 | $257,784 | $300,156 | -$42,372 | -$42,372 |
| VANGUARD INDEX FDS V ANGUARD SMALL-CAP GR OWTH ETF | 2020-11-27 | 2022-02-04 | $361,002 | $372,172 | -$11,170 | -$11,170 |
| VANGUARD INDEX FDS V ANGUARD SMALL-CAP VA LUE ETF | 2021-06-09 | 2022-06-28 | $261,081 | $273,321 | -$12,240 | -$12,240 |
| VANGUARD INDEX FDS V ANGUARD MID-CAP ETF | 2021-01-21 | 2022-02-01 | $141,134 | $128,687 | $12,447 | $12,447 |
| VANGUARD INDEX FDS V ANGUARD GROWTH ETF | 2020-04-03 | 2022-04-22 | $528,452 | $301,440 | $227,012 | $227,012 |
| VANGUARD INDEX FDS V ANGUARD SMALL-CAP ET F | 2021-01-21 | 2022-02-14 | $135,056 | $135,395 | -$339 | -$339 |
| VANGUARD INDEX FDS V ANGUARD TOTAL STK MK T ETF | 2019-01-16 | 2022-12-19 | $350,800 | $241,113 | $109,687 | $109,687 |
| VANGUARD INDEX FDS V ANGUARD TOTAL STK MK T ETF | 2020-11-27 | 2022-12-19 | $5,128 | $5,255 | -$127 | -$127 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $263,958 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,681 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,681 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,681 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $561 | 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 | $561 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $185 | EsPenaltyAmt |
| Tax Due | $4,305 | 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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | THE FOUNDATION | 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 | 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 (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 | ||||||||
| 8628 FARTHINGTON WAY | ORLANDO | FL | 32827 | CHAIRMAN/DIRECTOR | 1.00 | $0 | $0 | $0 |
| KEVIN HOLTZ | ||||||||
| 791 PHEASANT RUN COURT | PORT ORANGE | FL | 32127 | SECRETARY/TREASURER/DIRECTOR | 1.00 | $20,000 | $0 | $0 |
| LUANNE ALTENBAUMER | ||||||||
| 19003 SAM BASS COURT | CYPRESS | TX | 77433 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LOUIS L SKIP HOLTZ | ||||||||
| 183 LAKE BREEZE TRL | SIX MILE | SC | 29682 | DIRECTOR | 1.00 | $20,000 | $0 | $0 |
| ELIZABETH MESSAGLIA | ||||||||
| 9453 N STATE ROAD 267 | BROWNSBURG | IN | 46112 | DIRECTOR | 1.00 | $20,000 | $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 | $5,200,148 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $502,297 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,702,445 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,702,445 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,537 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,616,908 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $280,845 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $280,845 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,681 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,681 | TotalTaxAmt |
| Distributable Before Adj | $276,164 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $276,164 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $276,164 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,421,212 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,421,212 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $276,164 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $221,072 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $679,074 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $470,798 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $186,519 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,115,468 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,672,931 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,421,212 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $276,164 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,145,048 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,817,979 | 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 | $221,072 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,596,907 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $679,074 | ExcessFromYear4Amt |
| Excess From Year3 | $470,798 | ExcessFromYear3Amt |
| Excess From Year2 | $186,519 | ExcessFromYear2Amt |
| Excess From Year1 | $5,115,468 | ExcessFromYear1Amt |
| Excess From Current Year | $1,145,048 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BENEDICTINE COLLEGE | ||||||
| 1020 NORTH SECOND ST | ATCHISON | KS | 660021499 | PC | GENERAL SUPPORT | $15,000 |
| CHARLESTON SOUTHERN UNIVERSITY | ||||||
| 9200 UNIVERSITY BOULEVARD | CHARLESTON | SC | 294238087 | PC | GENERAL SUPPORT | $20,000 |
| CITY OF FOLLANSBEE | ||||||
| 872 MAIN ST | FOLLANSBEE | WV | 26037 | GOV | GENERAL SUPPORT | $500 |
| EAST LIVERPOOL HIGH SCHOOL | ||||||
| 100 MAINE BLVD | EAST LIVERPOOL | OH | 43920 | PC | GENERAL SUPPORT | $60,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 8701 LEEDS RD | KANSAS CITY | MO | 64129 | PC | GENERAL SUPPORT | $15,000 |
| HOLTZ'S HEROES FOUNDATION | ||||||
| 9630 CALYMOUNT LN | FISHERS | IN | 46037 | PC | GENERAL SUPPORT | $150,000 |
| HORATIO ALGER ASSOCIATION | ||||||
| 99 CANAL CENTER PLAZA | ALEXANDRIA | VA | 22314 | PC | GENERAL SUPPORT | $15,000 |
| J SERRA CATHOLIC HIGH SCHOOL | ||||||
| 26351 JUNIPERO SERRA RD | SAN JUAN CAPISTRONO | CA | 92675 | PC | GENERAL SUPPORT | $15,000 |
| MARY'S HOUSE PREGNANCY CARE CENTER | ||||||
| 906 MARGARET PL | SHREVEPORT | LA | 71101 | PC | GENERAL SUPPORT | $10,000 |
| MAYO CLINIC | ||||||
| 4500 SAN PABLO RD | JACKSONVILLE | FL | 32224 | PC | GENERAL SUPPORT | $25,000 |
| THE BUS STOPS HERE FOUNDATION | ||||||
| 5458 STUEBENVILLE PIKE SUITE E | MCKEES ROCKS | PA | 15136 | PC | GENERAL SUPPORT | $2,000 |
| THE CITADEL | ||||||
| 171 MOULTRIE STREET | CHARLESTON | SC | 29409 | PC | GENERAL SUPPORT | $10,000 |
| UNIVERSITY OF NOTRE DAME | ||||||
| HOLY CROSS DR | NOTRE DAME | IN | 46556 | PC | GENERAL SUPPORT | $1,000,000 |
| ZOTEC FOUNDATION | ||||||
| 1 ZOTEC WAY | CARMEL | IN | 460320052 | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,342,500 | 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 | $127,061 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $263,958 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $391,019 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $391,019 | 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 (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| SIMONE KARP | ||||||
| 1 | 3901 S OCEAN BLVD | HIGHLAND BEACH | FL | 33487 | $146,583 | Yes (X) |
| RICK STEELE | ||||||
| 2 | 7420 S KYRENE RD STE 119 | TEMPE | AZ | 852834610 | $204,955 | Yes (X) |
| CHARITYBUZZ | ||||||
| 3 | 437 FIFTH AVE 11 | NEW YORK | NY | 10016 | $19,138 | Yes (X) |
| DON LEVIN TRUST | ||||||
| 4 | 11300 W OLYMPIC BLVD SUITE 770 | LOS ANGELES | CA | 90064 | $1,000,000 | Yes (X) |
| JAMES AND KATHRYN BIES | ||||||
| 5 | 1574 EASTIN AVE | ORLANDO | FL | 32804 | $100,000 | Yes (X) |
| THE HERITAGE FOUNDATION | ||||||
| 6 | 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | $15,000 | Yes (X) |
| INGENUS | ||||||
| 7 | 5901 VINELAND RD SUITE 260 | ORLANDO | FL | 32811 | $25,000 | Yes (X) |
| ANDOR HEALTH | ||||||
| 8 | 4901 VINELAND RD SUITE 350 | ORLANDO | FL | 32811 | $14,640 | Yes (X) |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | STATEMENT REGARDING HURRICANE IDALIA TAX RELIEF | IdentifierTxt |
| Form And Line Reference | FORM 2220 | FormAndLineReferenceDesc |
| Medium Explanation | HOLTZ CHARITABLE FOUNDATION, INC. LOCATED IN ORLANDO, FLORIDA, IS SUBMITTING THIS FORM 990-PF FOR THE TAX YEAR ENDING DECEMBER 31, 2022 UNDER THE DISASTER-RELATED FILING RELIEF ANNOUNCED BY THE INTERNAL REVENUE SERVICE IN RESPONSE TO HURRICANE IDALIA.AS OUTLINED IN IRS NEWS RELEASE FL-2023-04, DATED AUGUST 30, 2023, TAXPAYERS IN FEDERALLY DECLARED DISASTER AREAS, INCLUDING ORANGE COUNTY, WERE GRANTED AN EXTENSION TO FILE VARIOUS TAX RETURNS, INCLUDING FORM 990-PF. THIS RELIEF EXTENDED THE ORIGINAL FILING DEADLINE TO FEBRUARY 15, 2024.ACCORDINGLY, THIS RETURN IS BEING FILED UNDER THE PROVISIONS OF THAT RELIEF. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTERCONTINENTAL EXCHANGE INC COM | $45,200 | $46,165 |
| INTUIT COM | $52,228 | $48,653 |
| MCDONALDS CORP COM | $47,426 | $46,118 |
| MERCK & CO INC NEW COM | $40,351 | $47,154 |
| MICROSOFT CORP COM | $57,842 | $47,964 |
| PAYCHEX INC COM | $47,509 | $46,224 |
| ROSS STORES INC COM | $45,880 | $46,427 |
| S&P GLOBAL INC COM | $42,227 | $41,866 |
| SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050 | $44,576 | $45,560 |
| STARBUCKS CORP COM | $49,202 | $49,600 |
| TJX COS INC NEW COM | $43,052 | $47,840 |
| UNITED PARCEL SVC INC CL B | $44,543 | $43,460 |
| UNITEDHEALTH GROUP INC COM | $33,743 | $53,018 |
| VISA INC COM CL A | $47,299 | $46,746 |
| WASTE MGMT INC DEL COM | $46,963 | $47,064 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMPHENOL CORP NEW CL A | AT COST | $47,717 | $45,684 |
| ALIMENTATION COUCHE-TARD INC REGISTERED SHS | AT COST | $46,359 | $43,918 |
| ALLSTATE CORP COM | AT COST | $36,423 | $47,460 |
| ANALOG DEVICES INC COM | AT COST | $45,370 | $45,108 |
| APPLE INC COM | AT COST | $59,901 | $45,476 |
| AUTONATION INC COM | AT COST | $26,619 | $45,603 |
| AUTOZONE INC COM | AT COST | $29,821 | $61,655 |
| BOSTON SCIENTIFIC CORP COM | AT COST | $44,446 | $46,270 |
| BRISTOL MYERS SQUIBB CO COM | AT COST | $48,006 | $44,969 |
| BROADCOM INC COM | AT COST | $52,129 | $55,913 |
| CATERPILLAR INS COM | AT COST | $44,879 | $47,912 |
| CONOCOPHILLIPS COM | AT COST | $42,600 | $47,200 |
| DANAHER CORP COM | AT COST | $45,370 | $46,449 |
| DICKS SPORTING GOODS INC OC-COM | AT COST | $44,120 | $48,116 |
| EATON CORPORATION PLC SHS ISIN#IE00B8KQN827 | AT COST | $42,459 | $47,085 |
| ELEVANCE HEALTH INC COM | AT COST | $48,465 | $51,297 |
| FAIR ISAAC CORPORATION COM | AT COST | $44,433 | $44,894 |
| FISERV INC COM | AT COST | $44,854 | $45,481 |
| GILEAD SCIENCES INC COM | AT COST | $36,914 | $45,071 |
| GRAND CANYON ED INC COM | AT COST | $44,882 | $44,905 |
| HUMANA INC COM | AT COST | $49,802 | $51,219 |
| LAMAR ADVERTISING CO NEW CL A | AT COST | $46,190 | $47,200 |
| PUBLIC STORAGE COM | AT COST | $42,841 | $42,029 |
| INVESCO EXCHANGE-TRADED FD TR AEROSPACE & DEFENSE ETF | AT COST | $112,260 | $114,856 |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | AT COST | $233,163 | $228,825 |
| SELECT SECTOR SPDR TR ENERGY | AT COST | $219,664 | $236,169 |
| VANGUARD WORLD FDS VANGUARD HEALTH CARE ETF | AT COST | $225,149 | $226,966 |
| VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | AT COST | $1,501,674 | $1,567,758 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE CHARGES | Desc |
| Revenue And Expenses Per Books | $408 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $408 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $35,689 | Amt |
| Net Investment Income | $35,689 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| DON LEVIN TRUST | |||
| 11300 W OLYMPIC BLVD SUITE 770 | LOS ANGELES | CA | 90064 |
| RICK STEELE | |||
| 7420 S KYRENE RD STE 119 | TEMPE | AZ | 852834610 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $26 | $26 | $0 |
| FEDERAL TAX EXPENSE | $18,101 | $18,101 | $0 |
Comments