Nonprofit · EIN 35-2042978
HOLTZ CHARITABLE FOUNDATION INC
Tax-exempt · ORLANDO, FL 32827
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,039,044 | $338,303 | $1,700,741 | $6,900,642 | $78,428 | $6,822,214 |
| December 31, 2023 | 990-PF | $1,161,059 | $1,439,789 | -$278,730 | $5,190,697 | $69,224 | $5,121,473 |
| December 31, 2022 | 990-PF | $1,924,319 | $1,475,436 | $448,883 | $5,468,703 | $68,500 | $5,400,203 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,287,000
- Dividends
- $80,852
- Net gain from sales of assets
- $671,192
Expenses
- Grants and similar amounts paid
- $76,500
- Compensation of officers, directors and key employees
- $140,000
- Disbursements for charitable purposes
- $245,856
- Excise tax on investment income
- $9,168
Balance sheet and other
- Total assets, start of year
- $5,190,697
- Total assets, end of year
- $6,900,642
- Total liabilities, end of year
- $78,428
- Net assets, end of year
- $6,822,214
- Fair market value of assets
- $7,824,562
- Qualifying distributions
- $245,856
- Net investment income
- $752,044
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOUIS L SKIP HOLTZ 183 LAKE BREEZE TRL, SIX MILE, SC 29682 | DIRECTOR | 1 | $45,000 |
| KEVIN HOLTZ 791 PHEASANT RUN COURT, PORT ORANGE, FL 32127 | SECRETARY/TREASURER/DIRECTOR | 1 | $25,000 |
| LUANNE ALTENBAUMER 19003 SAM BASS COURT, CYPRESS, TX 77433 | DIRECTOR | 1 | $25,000 |
| ELIZABETH MESSAGLIA 9453 N STATE ROAD 267, BROWNSBURG, IN 46112 | DIRECTOR | 1 | $25,000 |
| LOUIS L HOLTZ 8628 FARTHINGTON WAY, ORLANDO, FL 32827 | CHAIRMAN/DIRECTOR | 1 | $20,000 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOUIS L SKIP HOLTZ 183 LAKE BREEZE TRL, SIX MILE, SC 29682 | DIRECTOR | 1 | $23,000 |
| ELIZABETH MESSAGLIA 9453 N STATE ROAD 267, BROWNSBURG, IN 46112 | DIRECTOR | 1 | $23,000 |
| KEVIN HOLTZ 791 PHEASANT RUN COURT, PORT ORANGE, FL 32127 | SECRETARY/TREASURER/DIRECTOR | 1 | $22,000 |
| LUANNE ALTENBAUMER 19003 SAM BASS COURT, CYPRESS, TX 77433 | DIRECTOR | 1 | $21,000 |
| LOUIS L HOLTZ 8628 FARTHINGTON WAY, ORLANDO, FL 32827 | CHAIRMAN/DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2022: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN HOLTZ 791 PHEASANT RUN COURT, PORT ORANGE, FL 32127 | SECRETARY/TREASURER/DIRECTOR | 1 | $20,000 |
| LOUIS L SKIP HOLTZ 183 LAKE BREEZE TRL, SIX MILE, SC 29682 | DIRECTOR | 1 | $20,000 |
| ELIZABETH MESSAGLIA 9453 N STATE ROAD 267, BROWNSBURG, IN 46112 | DIRECTOR | 1 | $20,000 |
| LOUIS L HOLTZ 8628 FARTHINGTON WAY, ORLANDO, FL 32827 | CHAIRMAN/DIRECTOR | 1 | $0 |
| LUANNE ALTENBAUMER 19003 SAM BASS COURT, CYPRESS, TX 77433 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 8628 FARTHINGTON WAY, ORLANDO, FL 32827-7304
- In care of
- % LOUIS HOLTZ
- Signed the 990-PF
- KEVIN HOLTZ, SECRETARY/TREASURER
- Phone
- (407) 857-6811
- Return prepared by
- DONOVAN PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-2042978
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $6,900,642
- Income (IRS master file)
- $7,225,947
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,039,044 | $338,303 | $6,900,642 | XML |
| 990-PF | December 2023 | $1,161,059 | $1,439,789 | $5,190,697 | XML |
| 990-PF | December 2022 | $1,924,319 | $1,475,436 | $5,468,703 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-2042978).
Questions about HOLTZ CHARITABLE FOUNDATION INC
- What is the EIN of HOLTZ CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of HOLTZ CHARITABLE FOUNDATION INC is 35-2042978.
- Is HOLTZ CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to HOLTZ CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HOLTZ CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HOLTZ CHARITABLE FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOLTZ CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HOLTZ CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 5 received compensation from the organization, the highest $45,000 (LOUIS L SKIP HOLTZ, DIRECTOR).
- How much revenue does HOLTZ CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,039,044, expenses of $338,303 and total assets of $6,900,642 at year end.
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