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Nonprofiteer
← HOLTZS HEROES FOUNDATION INC

Form 990 for tax year 2025

Filed by HOLTZS HEROES FOUNDATION INC.

Totals

Total revenue
$352,086
Total expenses
$386,999
Contributions and grants received
$418,797
Grants paid
$20,585
Program service revenue
$0
Investment income
$95,404
Other revenue
-$162,115
Total assets, end of year
$2,338,616
Total liabilities, end of year
$3,395
Net assets or fund balances, end of year
$2,335,221
Program services expenses (Part IX)
$85,627
Management and general expenses
$138,389
Fundraising expenses
$162,983
Program service expenses (Part III)
$85,627

Program services were 22.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $418,797

  • 3 · Investment income

    total $84,842 · excluded $84,842

  • 7a · Gross sales of assets other than inventory

    securities $65,324

  • 7b · Less cost or other basis and sales expenses

    securities $54,762

  • 7c · Gain or loss

    securities $10,562

  • 7d · Net gain or loss

    total $10,562 · excluded $10,562

  • 8a · Fundraising events: gross income

    $49,125

  • 8b · Fundraising events: direct expenses

    $212,740

  • 8c · Net income from fundraising events

    total -$163,615 · excluded -$163,615

  • 11a · Other revenue: MISCELLANEOUS

    total $1,500 · related or exempt $1,500

  • 11e · Other revenue, total

    $1,500

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $20,585 · program services $20,585

  • 5 · Compensation of officers, directors and key employees

    total $99,737 · program services $59,841 · management and general $9,974 · fundraising $29,922

  • 10 · Payroll taxes

    total $8,011 · program services $4,807 · management and general $801 · fundraising $2,403

  • 11b · Fees: legal

    total $18,103 · management and general $18,103

  • 11c · Fees: accounting

    total $18,615 · management and general $18,615

  • 11f · Fees: investment management

    total $18,728 · management and general $18,728

  • 11g · Fees: other

    total $67,456 · management and general $47,219 · fundraising $20,237

  • 12 · Advertising and promotion

    total $45,958 · program services $394 · management and general $54 · fundraising $45,510

  • 17 · Travel

    total $4,571 · management and general $233 · fundraising $4,338

  • 19 · Conferences, conventions and meetings

    total $52,860 · management and general $91 · fundraising $52,769

  • 22 · Depreciation, depletion and amortization

    total $7,804 · fundraising $7,804

  • 23 · Insurance

    total $3,637 · management and general $3,637

  • 24a · Other expenses: BANK FEES

    total $20,934 · management and general $20,934

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $114,065 · end of year $160,373

  • 8 · Inventories for sale or use

    beginning of year $11,250 · end of year $10,050

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,523 · end of year $21,321

  • 10a · Land, buildings and equipment: cost or other basis

    $54,629

  • 10b · Land, buildings and equipment: accumulated depreciation

    $18,860

  • 10c · Land, buildings and equipment, net

    beginning of year $43,573 · end of year $35,769

  • 11 · Investments: publicly traded securities

    beginning of year $2,192,761 · end of year $2,111,103

  • 17 · Accounts payable and accrued expenses

    beginning of year $39,839 · end of year $3,395

  • 18 · Grants payable

    beginning of year $651

  • 27 · Net assets without donor restrictions

    beginning of year $2,314,724 · end of year $2,326,263

  • 28 · Net assets with donor restrictions

    beginning of year $8,958 · end of year $8,958

Mission and programs · 2025

Mission

TO PROVIDE FINANCIAL ASSISTANCE FOR THE EDUCATIONAL NEEDS OF CHILDREN AND YOUNG ADULTS; TO CONTRIBUTE, EITHER DIRECTLY OR INDIRECTLY, MONEY OR OTHER PROPERTY OF ANY KIND TO OR FOR THE USE AND BENEFIT OF EDUCATIONAL INSTITUTIONS, PUBLIC OR PRIVATE, INCLUDING, BUT NOT LIMITED TO, PRIMARY AND SECONDARY SCHOOLS, UNIVERSITIES, COLLEGES, VOCATIONAL SCHOOLS, SEMINARIES AND OTHER TRADITIONAL EDUCATIONAL INSTITUTIONS; TO CONTRIBUTE, EITHER DIRECTLY OR INDIRECTLY, MONEY OR OTHER PROPERTY OF ANY KIND TO OR FOR THE USE AND BENEFIT OF INSTITUTIONS, ORGANIZATIONS, TRUSTS, FUNDS, FOUNDATIONS AND CORPORATIONS ENGAGED IN HEALTH CARE PROGRAMS TO ALLEVIATE THE SICK AND SUFFERING OF MANKIND, FOR FUNDING MEDICAL AND SCIENTIFIC RESEARCH FOR THE ALLEVIATION AND ERADICATION OF DISEASES OF MANKIND AND FOR FUNDING COMMUNITY DEVELOPMENT ACTIVITIES OR PROGRAMS.

  • HHF HOLDS OUTINGS, TAILGATING, DINNERS, AND OTHER EVENTS IN SOUTH BEND, INDIANA. THE PRIMARY PURPOSES OF THESE EVENTS ARE TO RAISE FUNDS FOR HOLTZ'S HEROES FOUNDATION CHARITABLE PROGRAMS SUCH AS SUPPORT FOR FAMILIES OF MEMBERS DEALING WITH HARDSHIP, MENTAL HEALTH AND ADDICTION ISSUES, OR MEDICAL EMERGENCIES; FOOD DRIVES IN PARTNERSHIP WITH ORGANIZATIONS ACROSS THE UNITED STATES; AND AN ENDOWED SCHOLARSHIP FUND AT THE UNIVERSITY OF NOTRE DAME TO ALLOW UNDERPRIVILEGED STUDENTS WITH NEED-BASED SCHOLARSHIPS TO PURSUE THEIR ACADEMIC DREAMS. THESE EVENTS ARE SUCCESSFUL IN RAISING AWARENESS OF THE FOUNDATION WITH POTENTIAL FINANCIAL SUPPORTERS AND CONTRIBUTORS.

    Expenses $85,627 · Grants $20,585

  • HHF SPONSORED AND PARTICIPATED IN SEVERAL EVENTS AND PROGRAMS WITH OTHER NOT-FOR-PROFITS WHOSE MISSIONS ALIGNED WITH THOSE OF HOLTZ'S HEROES FOUNDATION.

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Cornelius Southall

    PRESIDENT EMERITUS

    Total calculated
    $0
    Hours/week
    0.5
  • Scott Palumbo

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5
  • Brian L Baker

    TREASURER & SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Justin Meko

    PRESIDENT EMERITUS

    Total calculated
    $0
    Hours/week
    0.5
  • Randy Kinder

    PRESIDENT EMERITUS

    Total calculated
    $0
    Hours/week
    0.5
  • Tom Galloway

    PRESIDENT EMERITUS

    Total calculated
    $0
    Hours/week
    0.5
  • Jeremy Akers

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5
  • Mickey Anderson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Bertrand Berry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Jerome Bettis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Steve Beuerlein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Ned Bolcar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • David Butler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Tom Carter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Patrick Eilers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • John Foley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • D'Juan Francisco

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Tom Gorman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Raghib Ismail

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Oscar McBride

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Michael Messaglia

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mark Monahan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Trevor Morris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Wesley Pritchett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Brian Ratigan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Pat Terrell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Rod West

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Peter Witty

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Shawn Wooden

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Reginald Brooks

    EXECUTIVE DIRECTOR

    Total calculated
    $133,558
    From this org
    $133,558
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2025
Filed
17 July 2026
IRS schema version
2025v4.2
Source object
202631989349301208

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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