2025-09-03T14:30:34-05:00 2022-12-31 351356555 DONOVAN PC 5151 E US HWY 36 AVON IN 46123 990PF 2022-01-01 352042978 HOLTZ CHARITABLE FOUNDATION INC HOLT 4078576811 8628 FARTHINGTON WAY ORLANDO FL 32827 KEVIN HOLTZ SECRETARY/TREASURER 4078576811 2025-08-25 1 0 NEAL R STEGEMILLER CPA P00516588 3177456411 2025-08-25 2022 2025-03-06 01:10:19Z X 5643499 X 1533300 127061 127061 263958 4781932 263958 1924319 391019 60000 0 60000 35689 35689 0 18127 18127 0 18712 0 18712 408 408 0 132936 54224 78712 1342500 1342500 1475436 54224 1421212 448883 336795 528847 1474152 1474152 44571 13794 4428301 688041 703859 0 3306510 3465488 5015513 5468703 5643499 64193 68500 64193 68500 X 0 0 0 0 4951320 5400203 4951320 5400203 5015513 5468703 4951320 448883 0 5400203 0 5400203 EATON CORPORATION PL C SHS ISIN#IE00B8KQN 827 2022-09-07 2022-12-19 7764 7077 687 687 ALIMENTATION COUCHE- TARD INC REGISTERED SHS ISIN#CA01626P148 2022-11-10 2022-12-19 1129 1159 -30 -30 AMAZON COM INC COM 2022-08-11 2022-11-02 84193 126054 -41861 -41861 ANALOG DEVICES INC COM 2022-11-15 2022-12-19 4127 4125 2 2 BOSTON SCIENTIFIC CO RP COM 2022-11-29 2022-12-19 4591 4445 146 146 CONOCOPHILLIPS COM 2022-09-07 2022-12-19 5559 5325 234 234 DICKS SPORTING GOODS INC OC-COM 2022-10-11 2022-12-19 11053 11030 23 23 EOG RES INC COM 2022-11-01 2022-12-19 44055 47726 -3671 -3671 GENERAC HLDGS INC COM 2022-05-31 2022-09-07 48485 51729 -3244 -3244 GILEAD SCIENCES INC COM 2022-10-27 2022-12-19 12942 10547 2395 2395 INVESCO ACTIVELY MAN AGED EXCHANGE-TRADED COMMODITY FD OPTIMU 2022-02-16 2022-12-20 425093 501797 -76704 -76704 INVESCO EXCHANGE-TRA DED FD TR S&P 500 EQ UAL WEIGHT ETF 2022-08-11 2022-12-19 3504 3504 0 0 MERCK & CO INC NEW C OM 2022-06-27 2022-12-19 8218 7121 1097 1097 MICROSOFT CORP COM 2022-08-12 2022-12-19 54083 65072 -10989 -10989 MOLINA HEALTHCARE IN C COM 2022-10-11 2022-11-15 30872 35356 -4484 -4484 NRG ENERGY INC COM N EW 2022-11-10 2022-12-07 35261 47303 -12042 -12042 NRG ENERGY INC COM N EW 2022-05-16 2022-12-19 79869 51230 28639 28639 RIO TINTO PLC SPONSO RED ADR ISIN#US76720 41008 2022-03-14 2022-08-12 47277 55328 -8051 -8051 TJX COS INC NEW COM 2022-11-01 2022-12-19 3828 3511 317 317 VANGUARD WORLD FDS V ANGUARD ENERGY ETF 2022-05-24 2022-10-11 170055 172373 -2318 -2318 VANGUARD INDEX FDS V ANGUARD MID-CAP VALU E ETF 2022-01-24 2022-09-03 85928 98924 -12996 -12996 ADOBE SYS INC COM 2020-11-27 2022-08-12 44070 47743 -3673 -3673 ALLSTATE CORP COM 2020-11-27 2022-12-19 13114 10407 2707 2707 ALTRIA GROUP INC COM 2020-11-27 2022-03-14 60496 48102 12394 12394 APPLE INC COM 2020-09-15 2022-12-19 53045 46907 6138 6138 AUTONATION INC COM 2020-11-27 2022-12-19 16281 9395 6886 6886 AUTOZONE INC COM 2021-02-22 2022-12-19 35675 17892 17783 17783 BANK NEW YORK MELLON CORP COM 2020-11-27 2022-09-07 47645 45287 2358 2358 COSTAR GROUP INC COM 2020-11-27 2022-07-14 39034 60055 -21021 -21021 DISNEY WALT CO DISNE Y COM 2020-11-27 2022-10-11 30279 42670 -12391 -12391 ELECTRONIC ARTS INC COM 2020-11-27 2022-06-27 52665 52775 -110 -110 META PLATFORMS INC C L A 2020-11-27 2022-08-12 27050 41559 -14509 -14509 FEDEX CORP COM 2020-11-27 2022-12-12 39488 64645 -25157 -25157 HORMEL FOODS CORP CO M 2020-11-27 2022-12-19 64921 66972 -2051 -2051 INTEL CORP COM 2020-11-27 2022-08-12 40223 53781 -13558 -13558 INTUITIVE SURGICAL I NC COM NEW 2020-11-27 2022-05-16 36238 40035 -3797 -3797 ISHARES TR MORNINGST AR MID CAP GROWTH ET F 2020-09-15 2022-02-11 262149 182626 79523 79523 ISHARES TR CORE DIVI D GROWTH ETF 2020-11-27 2022-11-29 586947 507034 79913 79913 PVH CORP COM 2020-11-27 2022-09-07 30887 46446 -15559 -15559 REPUBLIC SVCS INC CO M 2020-11-27 2022-05-31 67201 48497 18704 18704 UNITEDHEALTH GROUP I NC COM 2020-11-27 2022-12-19 26201 16871 9330 9330 VANGUARD INDEX FDS V ANGUARD MID-CAP VALU E ETF 2021-06-17 2022-09-30 257784 300156 -42372 -42372 VANGUARD INDEX FDS V ANGUARD SMALL-CAP GR OWTH ETF 2020-11-27 2022-02-04 361002 372172 -11170 -11170 VANGUARD INDEX FDS V ANGUARD SMALL-CAP VA LUE ETF 2021-06-09 2022-06-28 261081 273321 -12240 -12240 VANGUARD INDEX FDS V ANGUARD MID-CAP ETF 2021-01-21 2022-02-01 141134 128687 12447 12447 VANGUARD INDEX FDS V ANGUARD GROWTH ETF 2020-04-03 2022-04-22 528452 301440 227012 227012 VANGUARD INDEX FDS V ANGUARD SMALL-CAP ET F 2021-01-21 2022-02-14 135056 135395 -339 -339 VANGUARD INDEX FDS V ANGUARD TOTAL STK MK T ETF 2019-01-16 2022-12-19 350800 241113 109687 109687 VANGUARD INDEX FDS V ANGUARD TOTAL STK MK T ETF 2020-11-27 2022-12-19 5128 5255 -127 -127 263958 4681 0 4681 0 4681 561 0 0 0 561 X 185 4305 0 0 0 0 0 0 0 0 0 0 1 1 FL 0 0 1 0 0 1 N/A THE FOUNDATION 4078576811 8628 FARTHINGTON WAY ORLANDO FL 32827 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 20000 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 20000 0 0 ELIZABETH MESSAGLIA 9453 N STATE ROAD 267 BROWNSBURG IN 46112 DIRECTOR 1.00 20000 0 0 NONE 0 NONE 0 0 5200148 502297 0 5702445 0 0 5702445 85537 5616908 280845 280845 4681 4681 276164 0 276164 0 276164 1421212 0 1421212 276164 0 0 221072 679074 470798 186519 5115468 6672931 1421212 0 0 0 276164 1145048 0 0 7817979 0 0 0 0 0 0 221072 7596907 679074 470798 186519 5115468 1145048 X BENEDICTINE COLLEGE 1020 NORTH SECOND ST ATCHISON KS 660021499 PC GENERAL SUPPORT 15000 CHARLESTON SOUTHERN UNIVERSITY 9200 UNIVERSITY BOULEVARD CHARLESTON SC 294238087 PC GENERAL SUPPORT 20000 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 60000 FELLOWSHIP OF CHRISTIAN ATHLETES 8701 LEEDS RD KANSAS CITY MO 64129 PC GENERAL SUPPORT 15000 HOLTZ'S HEROES FOUNDATION 9630 CALYMOUNT LN FISHERS IN 46037 PC GENERAL SUPPORT 150000 HORATIO ALGER ASSOCIATION 99 CANAL CENTER PLAZA ALEXANDRIA VA 22314 PC GENERAL SUPPORT 15000 J SERRA CATHOLIC HIGH SCHOOL 26351 JUNIPERO SERRA RD SAN JUAN CAPISTRONO CA 92675 PC GENERAL SUPPORT 15000 MARY'S HOUSE PREGNANCY CARE CENTER 906 MARGARET PL SHREVEPORT LA 71101 PC GENERAL SUPPORT 10000 MAYO CLINIC 4500 SAN PABLO RD JACKSONVILLE FL 32224 PC GENERAL SUPPORT 25000 THE BUS STOPS HERE FOUNDATION 5458 STUEBENVILLE PIKE SUITE E MCKEES ROCKS PA 15136 PC GENERAL SUPPORT 2000 THE CITADEL 171 MOULTRIE STREET CHARLESTON SC 29409 PC GENERAL SUPPORT 10000 UNIVERSITY OF NOTRE DAME HOLY CROSS DR NOTRE DAME IN 46556 PC GENERAL SUPPORT 1000000 ZOTEC FOUNDATION 1 ZOTEC WAY CARMEL IN 460320052 PC GENERAL SUPPORT 5000 1342500 0 14 127061 18 263958 0 391019 0 391019 0 0 0 0 0 0 0 0 0 0 X X 1 SIMONE KARP 3901 S OCEAN BLVD HIGHLAND BEACH FL 33487 146583 X 2 RICK STEELE 7420 S KYRENE RD STE 119 TEMPE AZ 852834610 204955 X 3 CHARITYBUZZ 437 FIFTH AVE 11 NEW YORK NY 10016 19138 X 4 DON LEVIN TRUST 11300 W OLYMPIC BLVD SUITE 770 LOS ANGELES CA 90064 1000000 X 5 JAMES AND KATHRYN BIES 1574 EASTIN AVE ORLANDO FL 32804 100000 X 6 THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 15000 X 7 INGENUS 5901 VINELAND RD SUITE 260 ORLANDO FL 32811 25000 X 8 ANDOR HEALTH 4901 VINELAND RD SUITE 350 ORLANDO FL 32811 14640 X STATEMENT REGARDING HURRICANE IDALIA TAX RELIEF FORM 2220 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. INTERCONTINENTAL EXCHANGE INC COM 45200 46165 INTUIT COM 52228 48653 MCDONALDS CORP COM 47426 46118 MERCK & CO INC NEW COM 40351 47154 MICROSOFT CORP COM 57842 47964 PAYCHEX INC COM 47509 46224 ROSS STORES INC COM 45880 46427 S&P GLOBAL INC COM 42227 41866 SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050 44576 45560 STARBUCKS CORP COM 49202 49600 TJX COS INC NEW COM 43052 47840 UNITED PARCEL SVC INC CL B 44543 43460 UNITEDHEALTH GROUP INC COM 33743 53018 VISA INC COM CL A 47299 46746 WASTE MGMT INC DEL COM 46963 47064 AMPHENOL CORP NEW CL A AT COST 47717 45684 ALIMENTATION COUCHE-TARD INC REGISTERED SHS AT COST 46359 43918 ALLSTATE CORP COM AT COST 36423 47460 ANALOG DEVICES INC COM AT COST 45370 45108 APPLE INC COM AT COST 59901 45476 AUTONATION INC COM AT COST 26619 45603 AUTOZONE INC COM AT COST 29821 61655 BOSTON SCIENTIFIC CORP COM AT COST 44446 46270 BRISTOL MYERS SQUIBB CO COM AT COST 48006 44969 BROADCOM INC COM AT COST 52129 55913 CATERPILLAR INS COM AT COST 44879 47912 CONOCOPHILLIPS COM AT COST 42600 47200 DANAHER CORP COM AT COST 45370 46449 DICKS SPORTING GOODS INC OC-COM AT COST 44120 48116 EATON CORPORATION PLC SHS ISIN#IE00B8KQN827 AT COST 42459 47085 ELEVANCE HEALTH INC COM AT COST 48465 51297 FAIR ISAAC CORPORATION COM AT COST 44433 44894 FISERV INC COM AT COST 44854 45481 GILEAD SCIENCES INC COM AT COST 36914 45071 GRAND CANYON ED INC COM AT COST 44882 44905 HUMANA INC COM AT COST 49802 51219 LAMAR ADVERTISING CO NEW CL A AT COST 46190 47200 PUBLIC STORAGE COM AT COST 42841 42029 INVESCO EXCHANGE-TRADED FD TR AEROSPACE & DEFENSE ETF AT COST 112260 114856 INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF AT COST 233163 228825 SELECT SECTOR SPDR TR ENERGY AT COST 219664 236169 VANGUARD WORLD FDS VANGUARD HEALTH CARE ETF AT COST 225149 226966 VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF AT COST 1501674 1567758 BANK SERVICE CHARGES 408 408 0 INVESTMENT MANAGEMENT FEES 35689 35689 0 DON LEVIN TRUST 11300 W OLYMPIC BLVD SUITE 770 LOS ANGELES CA 90064 RICK STEELE 7420 S KYRENE RD STE 119 TEMPE AZ 852834610 FOREIGN TAXES 26 26 0 FEDERAL TAX EXPENSE 18101 18101 0