HOLTZ CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HOLTZ CHARITABLE FOUNDATION INC (EIN 35-2042978)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-11-03
- IRS object ID
- 202503079349100710
- Schema version
- 2023v6.0
- 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
- Accounting Fees Schedule
- 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 | 2025-11-03T08:09:39-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2025-10-30 | 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 | 2025-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $5,875,191 | 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 | $1,016,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $86,082 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,082 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,977 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,894,049 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,977 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,161,059 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $145,059 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $89,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $89,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,164 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,082 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,082 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $114,584 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $77,159 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $37,425 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,481 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,481 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $239,289 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $95,782 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $143,507 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,200,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,200,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,439,789 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $95,782 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,344,007 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$278,730 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,277 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,474,152 | CashBOYAmt |
| Cash EOY | $640,808 | CashEOYAmt |
| Cash EOYFMV | $640,808 | CashEOYFMVAmt |
| Corporate Stock BOY | $688,041 | CorporateStockBOYAmt |
| Corporate Stock EOY | $833,923 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $915,446 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,306,510 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,715,966 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,318,937 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,468,703 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,190,697 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,875,191 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $68,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $69,224 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $68,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $69,224 | 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 | $5,400,203 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,121,473 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,400,203 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,121,473 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,468,703 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,190,697 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,400,203 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$278,730 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,121,473 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,121,473 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| EATON CORPORATION PL C SHS | 2022-09-07 | 2023-02-13 | $4,372 | $3,538 | $834 | $834 |
| AGILENT TECHNOLOGIES INC COM | 2023-03-16 | 2023-06-14 | $41,051 | $46,059 | -$5,008 | -$5,008 |
| ALIMENTATION COUCHE- TARD INC REGISTERED SHS | 2022-11-10 | 2023-04-05 | $4,957 | $4,636 | $321 | $321 |
| ANALOG DEVICES INC C OM | 2022-11-15 | 2023-06-14 | $52,755 | $45,370 | $7,385 | $7,385 |
| ELEVANCE HEALTH INC COM | 2022-09-07 | 2023-01-17 | $48,594 | $48,465 | $129 | $129 |
| APPLE INC COM | 2022-08-12 | 2023-01-04 | $44,486 | $59,901 | -$15,415 | -$15,415 |
| ASBURY AUTOMOTIVE GR OUP INC COM | 2023-01-30 | 2023-10-24 | $43,255 | $48,162 | -$4,907 | -$4,907 |
| BOSTON SCIENTIFIC CO RP COM | 2023-02-13 | 2023-10-24 | $52,086 | $45,636 | $6,450 | $6,450 |
| BRISTOL MYERS SQUIBB CO COM | 2023-02-13 | 2023-03-13 | $44,875 | $51,649 | -$6,774 | -$6,774 |
| BROADCOM INC COM | 2022-11-29 | 2023-02-13 | $14,966 | $13,032 | $1,934 | $1,934 |
| COCA COLA CO COM | 2023-06-14 | 2023-10-24 | $44,336 | $50,642 | -$6,306 | -$6,306 |
| CONOCOPHILLIPS COM | 2023-02-13 | 2023-06-14 | $43,716 | $45,421 | -$1,705 | -$1,705 |
| DANAHER CORP COM | 2022-12-19 | 2023-05-02 | $42,418 | $45,370 | -$2,952 | -$2,952 |
| DICKS SPORTING GOODS INC OC-COM | 2023-06-14 | 2023-10-24 | $5,899 | $6,134 | -$235 | -$235 |
| FACTSET RESH SYS INC COM | 2023-03-28 | 2023-06-14 | $47,060 | $45,660 | $1,400 | $1,400 |
| FAIR ISAAC CORPORATI ON COM | 2022-12-19 | 2023-10-24 | $63,190 | $44,433 | $18,757 | $18,757 |
| FISERV INC COM | 2022-12-19 | 2023-06-14 | $5,937 | $4,984 | $953 | $953 |
| FORTINET INC COM | 2023-03-28 | 2023-10-24 | $89,129 | $92,711 | -$3,582 | -$3,582 |
| GRAND CANYON ED INC COM | 2023-10-24 | 2023-12-15 | $101,687 | $87,253 | $14,434 | $14,434 |
| HUMANA INC COM | 2022-10-11 | 2023-01-30 | $49,138 | $49,802 | -$664 | -$664 |
| INTERCONTINENTAL EXC HANGE INC COM | 2022-12-19 | 2023-10-24 | $48,284 | $45,200 | $3,084 | $3,084 |
| INTUIT COM | 2022-12-19 | 2023-06-14 | $55,743 | $52,228 | $3,515 | $3,515 |
| INVESCO EXCHANGE-TRA DED FD TR AEROSPACE & DEFENSE ETF | 2023-02-13 | 2023-06-14 | $122,872 | $114,292 | $8,580 | $8,580 |
| INVESCO EXCHANGE-TRA DED FD TR S&P 500 EQ UAL WEIGHT ETF | 2023-02-13 | 2023-06-14 | $623,281 | $644,652 | -$21,371 | -$21,371 |
| ISHARES TR MSCI EAFE ETF | 2023-10-24 | 2023-11-17 | $631,070 | $639,410 | -$8,340 | -$8,340 |
| ISHARES TR U S CONSU MER STAPLES ETF | 2023-02-13 | 2023-06-14 | $118,505 | $120,564 | -$2,059 | -$2,059 |
| KADANT INC COM | 2023-03-28 | 2023-10-24 | $50,874 | $47,218 | $3,656 | $3,656 |
| LAMAR ADVERTISING CO NEW CL A | 2022-12-19 | 2023-06-14 | $48,600 | $46,190 | $2,410 | $2,410 |
| MICROSOFT CORP COM | 2022-08-12 | 2023-06-14 | $32,025 | $28,921 | $3,104 | $3,104 |
| PAYCHEX INC COM | 2023-02-13 | 2023-11-17 | $5,756 | $5,845 | -$89 | -$89 |
| PUBLIC STORAGE COM | 2022-12-19 | 2023-06-14 | $42,623 | $42,841 | -$218 | -$218 |
| ROSS STORES INC COM | 2023-02-13 | 2023-06-14 | $45,026 | $48,800 | -$3,774 | -$3,774 |
| S&P GLOBAL INC COM | 2022-12-19 | 2023-10-24 | $44,484 | $42,228 | $2,256 | $2,256 |
| SPDR SER TR S&P META LS & MNG ETF | 2023-02-13 | 2023-04-19 | $114,542 | $124,557 | -$10,015 | -$10,015 |
| SANOFI SPONS ADR ISI N#US80105N1054 | 2023-10-24 | 2023-11-17 | $84,197 | $95,755 | -$11,558 | -$11,558 |
| SELECT SECTOR SPDR T R ENERGY | 2022-12-19 | 2023-06-14 | $216,430 | $219,664 | -$3,234 | -$3,234 |
| STRYKER CORP COMMON | 2023-06-14 | 2023-10-24 | $52,423 | $51,105 | $1,318 | $1,318 |
| TJX COS INC NEW COM | 2022-11-01 | 2023-02-13 | $81 | $72 | $9 | $9 |
| UFP INDS INC COM | 2023-03-28 | 2023-10-24 | $56,031 | $46,085 | $9,946 | $9,946 |
| UNITED PARCEL SVC IN C CL B | 2023-06-14 | 2023-10-24 | $44,618 | $53,348 | -$8,730 | -$8,730 |
| VANGUARD WORLD FDS V ANGUARD HEALTH CARE ETF | 2023-02-13 | 2023-06-14 | $241,628 | $245,978 | -$4,350 | -$4,350 |
| WASTE MGMT INC DEL C OM | 2022-11-01 | 2023-01-17 | $46,408 | $46,963 | -$555 | -$555 |
| CALL ISHARES TR MSCI 01-19-24 | 2023-10-25 | 2023-11-17 | $1,737 | $6,866 | -$5,129 | -$5,129 |
| CALL PAYCHEX INC COM 01-19-24 | 2023-10-25 | 2023-11-17 | $440 | $540 | -$100 | -$100 |
| CALL SANOFI SPONS AD 01-19-24 | 2023-10-25 | 2023-11-17 | $1,530 | $884 | $646 | $646 |
| CALL APPLE INC COM 1 0-20-23 | 2023-06-15 | 2023-10-23 | $750 | $750 | $750 | |
| CALL BOSTON SCIENTIF 08-18-23 | 2023-06-15 | 2023-08-21 | $180 | $180 | $180 | |
| CALL S&P GLOBAL INC 08-18-23 | 2023-06-15 | 2023-08-21 | $165 | $165 | $165 | |
| CALL DICKS SPORTING 09-15-23 | 2023-06-15 | 2023-09-18 | $1,308 | $1,308 | $1,308 | |
| CALL INTERC ONTINENT A 09-15-23 | 2023-06-15 | 2023-09-18 | $144 | $144 | $144 | |
| CALL GRAND CANYON ED 09-15-23 | 2023-06-15 | 2023-09-18 | $500 | $500 | $500 | |
| CALL MCDONA LDS CORP 09-15-23 | 2023-06-15 | 2023-09-18 | $44 | $44 | $44 | |
| CALL PAYCHEX INC COM 09-15-23 | 2023-06-15 | 2023-09-18 | $180 | $180 | $180 | |
| CALL SANOFI SPONS AD 09-15-23 | 2023-06-15 | 2023-09-18 | $350 | $350 | $350 | |
| CALL STRYKER CORP CO 09-15-23 | 2023-06-15 | 2023-09-18 | $300 | $300 | $300 | |
| CALL VISA INC COM CL 09-15-23 | 2023-06-15 | 2023-09-18 | $304 | $304 | $304 | |
| CALL VANGUARD INDEX 09-15-23 | 2023-06-15 | 2023-09-18 | $2,728 | $2,728 | $2,728 | |
| CALL ASBURY AUTOMOTI 10-20-23 | 2023-06-15 | 2023-10-23 | $1,380 | $1,380 | $1,380 | |
| CALL AUTONA TION INC 10-20-23 | 2023-06-15 | 2023-10-23 | $5,152 | $5,152 | $5,152 | |
| CALL AMPHENOL CORP N 10-20-23 | 2023-06-15 | 2023-10-23 | $282 | $282 | $282 | |
| CALL EATON CORPORATI 10-20-23 | 2023-06-15 | 2023-10-23 | $1,225 | $1,225 | $1,225 | |
| CALL KADANT INC COM 10-20-23 | 2023-06-15 | 2023-10-23 | $300 | $300 | $300 | |
| CALL MERCK & CO INC 10-20-23 | 2023-06-15 | 2023-10-23 | $738 | $738 | $738 | |
| CALL STARBU CKS CORP 10-20-23 | 2023-06-15 | 2023-10-23 | $1,140 | $1,140 | $1,140 | |
| CALL SHELL PLC SPONS 10-20-23 | 2023-06-15 | 2023-10-23 | $736 | $736 | $736 | |
| CALL TJX COS INC NEW 10-20-23 | 2023-06-15 | 2023-10-23 | $474 | $474 | $474 | |
| CALL UFP INDS INC CO 10-20-23 | 2023-06-15 | 2023-10-23 | $225 | $225 | $225 | |
| CALL UNITED PARCEL S 10-20-23 | 2023-06-15 | 2023-10-23 | $621 | $621 | $621 | |
| CALL MICROS OFT CORP 10-20-23 | 2023-06-15 | 2023-10-23 | $606 | $606 | $606 | |
| CALL INVESCO QQQ TR 10-20-23 | 2023-06-15 | 2023-10-23 | $4,895 | $4,895 | $4,895 | |
| CALL ISHARES TR MSCI 10-20-23 | 2023-06-15 | 2023-10-23 | $910 | $910 | $910 | |
| CALL FORTINET INC CO 10-20-23 | 2023-06-15 | 2023-10-23 | $1,125 | $1,125 | $1,125 | |
| CALL BROADCOM INC CO 10-20-23 | 2023-06-15 | 2023-10-23 | $3,371 | $3,371 | $3,371 | |
| CALL FISERV INC COM 09-15-23 | 2023-06-15 | 2023-09-18 | $280 | $280 | $280 | |
| CALL CATERP ILLAR IN S 09-15-23 | 2023-06-15 | 2023-09-18 | $1,012 | $1,012 | $1,012 | |
| CALL GILEAD SCIENCES 09-15-23 | 2023-06-15 | 2023-09-18 | $204 | $204 | $204 | |
| CALL COCA COLA CO CO 09-15-23 | 2023-06-15 | 2023-09-18 | $48 | $48 | $48 | |
| CALL BOSTON SCIENTIF 10-20-23 | 2023-08-23 | 2023-10-23 | $441 | $441 | $441 | |
| CALL S&P GLOBAL INC 10-20-23 | 2023-08-23 | 2023-10-23 | $129 | $129 | $129 | |
| ALLSTATE CORP COM | 2020-11-27 | 2023-01-23 | $44,159 | $36,423 | $7,736 | $7,736 |
| AUTONATION INC COM | 2020-11-27 | 2023-02-13 | $10,109 | $4,697 | $5,412 | $5,412 |
| DICKS SPORTING GOODS INC OC-COM | 2022-10-11 | 2023-10-24 | $40,061 | $41,363 | -$1,302 | -$1,302 |
| PAYCHEX INC COM | 2022-11-10 | 2023-11-17 | $43,889 | $44,539 | -$650 | -$650 |
| STARBUCKS CORP COM | 2020-11-27 | 2023-02-13 | $5,422 | $4,920 | $502 | $502 |
| UNITEDHEALTH GROUP I NC COM | 2020-11-27 | 2023-02-07 | $47,104 | $33,743 | $13,361 | $13,361 |
| VANGUARD INDEX FDS V ANGUARD TOTAL STK MK T ETF | 2019-01-16 | 2023-06-14 | $97,943 | $60,323 | $37,620 | $37,620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,977 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $685 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $685 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $685 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $39 | EsPenaltyAmt |
| Tax Due | $724 | 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 | $22,000 | $0 | $0 |
| LUANNE ALTENBAUMER | ||||||||
| 19003 SAM BASS COURT | CYPRESS | TX | 77433 | DIRECTOR | 1.00 | $21,000 | $0 | $0 |
| LOUIS L SKIP HOLTZ | ||||||||
| 183 LAKE BREEZE TRL | SIX MILE | SC | 29682 | DIRECTOR | 1.00 | $23,000 | $0 | $0 |
| ELIZABETH MESSAGLIA | ||||||||
| 9453 N STATE ROAD 267 | BROWNSBURG | IN | 46112 | DIRECTOR | 1.00 | $23,000 | $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 | $5,031,150 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $734,782 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,765,932 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,765,932 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,489 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,679,443 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $283,972 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $283,972 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $685 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $685 | TotalTaxAmt |
| Distributable Before Adj | $283,287 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $283,287 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $283,287 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,344,007 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,344,007 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $283,287 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $679,074 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $470,798 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $186,519 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,115,468 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,145,048 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,596,907 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,344,007 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $283,287 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,060,720 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,657,627 | 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 | $679,074 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,978,553 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $470,798 | ExcessFromYear4Amt |
| Excess From Year3 | $186,519 | ExcessFromYear3Amt |
| Excess From Year2 | $5,115,468 | ExcessFromYear2Amt |
| Excess From Year1 | $1,145,048 | ExcessFromYear1Amt |
| Excess From Current Year | $1,060,720 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LOUIS L HOLTZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BENEDICTINES OF MARY QUEEN OF APOSTLES | |||||||
| MONASTARY OF STAIN JOSEPH 27091 | STATE HWY N | AVA | MO | 65608 | PC | GENERAL SUPPORT | $1,500 |
| CATHOLIC PRO-LIFE COMMUNITY OF DALLAS | |||||||
| PO BOX 803541 | DALLAS | TX | 75380 | PC | GENERAL SUPPORT | $10,000 | |
| EAST LIVERPOOL HIGH SCHOOL | |||||||
| 100 MAINE BLVD | EAST LIVERPOOL | OH | 43920 | PC | GENERAL SUPPORT | $75,000 | |
| FOLDS OF HONOR | |||||||
| 5971 N PATRIOT DR | OWASSO | OK | 74055 | PC | GENERAL SUPPORT | $1,000 | |
| HOLTZ'S HEROES FOUNDATION | |||||||
| 9630 CALYMOUNT LN | FISHERS | IN | 46037 | PC | GENERAL SUPPORT | $1,000,000 | |
| HORATIO ALGER ASSOCIATION | |||||||
| 99 CANAL CENTER PLAZA | ALEXANDRIA | VA | 22314 | PC | GENERAL SUPPORT | $85,000 | |
| NORTH CAROLINA CENTRAL UNIVERSITY | |||||||
| 1801 FAYETTEVILLE ST | DURHAM | NC | 27707 | PC | GENERAL SUPPORT | $5,000 | |
| ST JOHN NEUMANN CATHOLIC HIGH SCHOOL | |||||||
| 3000 53RD ST SW | NAPLES | FL | 34116 | PC | GENERAL SUPPORT | $20,000 | |
| THE BUS STOPS HERE FOUNDATION | |||||||
| 5458 STUEBENVILLE PIKE SUITE E | MCKEES ROCKS | PA | 15136 | PC | GENERAL SUPPORT | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,200,500 | 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 | $86,082 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $58,977 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $145,059 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $145,059 | 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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DON LEVIN TRUST | ||||||
| 1 | 11300 W OLYMPIC BLVD SUITE 770 | LOS ANGELES | CA | 90064 | $750,000 | Yes (X) |
| INGENUS | ||||||
| 2 | 5901 VINELAND RD SUITE 260 | ORLANDO | FL | 32811 | $20,000 | Yes (X) |
| ANDOR HEALTH | ||||||
| 3 | 4901 VINELAND RD SUITE 350 | ORLANDO | FL | 32811 | $20,000 | Yes (X) |
| CARDINAL PROMOTIONS | ||||||
| 4 | 3102 N HOME ST | MISHAWAKA | IN | 46545 | $5,000 | Yes (X) |
| COLLEEN AND MICHAEL WATERBURY | ||||||
| 5 | 20 FOUND LAND WAY | AVON | CT | 060016105 | $200,000 | Yes (X) |
| DASH BPO | ||||||
| 6 | 7512 DR PHILLIPS BLVD SUITE 50-316 | ORLANDO | FL | 32819 | $20,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $34,164 | Amt |
| Net Investment Income | $17,082 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,082 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | STATEMENT REGARDING HURRICANE MILTON 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, 2023 UNDER THE DISASTER-RELATED FILING RELIEF ANNOUNCED BY THE INTERNAL REVENUE SERVICE IN RESPONSE TO HURRICANE MILTON.AS OUTLINED IN IRS NEWS RELEASE FL-2024-264, DATED OCTOBER 11, 2024, 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 MAY 1, 2025.ACCORDINGLY, THIS RETURN IS BEING FILED UNDER THE PROVISIONS OF THAT RELIEF. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MCDONALDS CORP COM | $109,101 | $113,544 |
| MERCK & CO INC NEW COM | $91,459 | $97,938 |
| MICROSOFT CORP COM | $93,690 | $111,276 |
| SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050 | $83,774 | $92,050 |
| STARBUCKS CORP COM | $98,421 | $95,950 |
| TJX COS INC NEW COM | $77,968 | $93,730 |
| UNITEDHEALTH GROUP INC COM | $105,801 | $104,836 |
| VISA INC COM CL A | $86,049 | $102,460 |
| INTEL CORP COM | $87,660 | $103,662 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMPHENOL CORP NEW CL A | AT COST | $93,389 | $104,556 |
| ALIMENTATION COUCHE-TARD INC REGISTERED SHS | AT COST | $83,701 | $100,615 |
| APPLE INC COM | AT COST | $83,221 | $95,200 |
| AUTONATION INC COM | AT COST | $71,975 | $102,046 |
| AUTOZONE INC COM | AT COST | $66,245 | $103,424 |
| BROADCOM INC COM | AT COST | $59,572 | $102,094 |
| CATERPILLAR INS COM | AT COST | $92,123 | $111,268 |
| EATON CORPORATION PLC SHS ISIN#IE00B8KQN827 | AT COST | $81,582 | $114,260 |
| FISERV INC COM | AT COST | $84,364 | $99,712 |
| GILEAD SCIENCES INC COM | AT COST | $88,764 | $97,117 |
| GRAND CANYON ED INC COM | AT COST | $110,245 | $105,512 |
| VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | AT COST | $1,837,935 | $2,142,912 |
| INVESCO QQQ TR UNIT SER 1 | AT COST | $600,394 | $668,916 |
| VANGUARD INTL FD FTSE DEVELOPED MKTS ETF | AT COST | $256,556 | $265,905 |
| CLIFFWATER CORPORATE LENDING FUND CLASS I | AT COST | $105,900 | $105,400 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE CHARGES | Desc |
| Revenue And Expenses Per Books | $60 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $60 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $39,734 | $39,734 | $0 |
| OUTSIDE CONTRACT SERVICES | $74,850 | $37,425 | $37,425 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DON LEVIN TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11300 W OLYMPIC BLVD SUITE 770 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $757 | $757 | $0 |
| FEDERAL TAX EXPENSE | $724 | $724 | $0 |
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