2026-07-17T11:04:52-05:00 2025-12-31 351356555 DONOVAN PC 5151 E US HWY 36 AVON IN 46123 990 2025-01-01 263345708 HOLTZ'S HEROES FOUNDATION INC FKA LOU'S LADS FOUNDATION INC HOLT 3175020177 9630 CLAYMOUNT LANE FISHERS IN 46037 BRIAN L BAKER SECRETARY/TREASURER 3175020177 2026-07-17 1 ABIGAIL HEDGES CPA P02058156 3177456411 2026-07-17 2025 2025-03-06 01:10:19Z BRIAN L BAKER 9630 CLAYMOUNT LANE FISHERS IN 46037 619588 0 X HTTPS://HOLTZSHEROES.ORG X 2008 IN 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. 30 29 1 29 0 0 567858 418797 0 0 95895 95404 33169 -162115 696922 352086 51350 20585 0 0 148439 107748 0 0 162983 246204 258666 445993 386999 250929 -34913 2364172 2338616 40490 3395 2323682 2335221 X 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. 0 0 85627 20585 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. HHF SPONSORED AND PARTICIPATED IN SEVERAL EVENTS AND PROGRAMS WITH OTHER NOT-FOR-PROFITS WHOSE MISSIONS ALIGNED WITH THOSE OF HOLTZ'S HEROES FOUNDATION. 85627 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 30 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 IN X THE ORGANIZATION 3175020177 9630 CLAYMOUNT LANE FISHERS IN 46037 CORNELIUS SOUTHALL PRESIDENT EMERITUS 0.50 X X 0 0 0 SCOTT PALUMBO PRESIDENT 0.50 X X 0 0 0 BRIAN L BAKER TREASURER & SECRETARY 2.00 X X 0 0 0 JUSTIN MEKO PRESIDENT EMERITUS 0.50 X X 0 0 0 RANDY KINDER PRESIDENT EMERITUS 0.50 X X 0 0 0 TOM GALLOWAY PRESIDENT EMERITUS 0.50 X X 0 0 0 JEREMY AKERS VICE PRESIDENT 0.50 X X 0 0 0 MICKEY ANDERSON DIRECTOR 0.50 X 0 0 0 BERTRAND BERRY DIRECTOR 0.50 X 0 0 0 JEROME BETTIS DIRECTOR 0.50 X 0 0 0 STEVE BEUERLEIN DIRECTOR 0.50 X 0 0 0 NED BOLCAR DIRECTOR 0.50 X 0 0 0 DAVID BUTLER DIRECTOR 0.50 X 0 0 0 TOM CARTER DIRECTOR 0.50 X 0 0 0 PATRICK EILERS DIRECTOR 0.50 X 0 0 0 JOHN FOLEY DIRECTOR 0.50 X 0 0 0 D'JUAN FRANCISCO DIRECTOR 0.50 X 0 0 0 TOM GORMAN DIRECTOR 0.50 X 0 0 0 RAGHIB ISMAIL DIRECTOR 0.50 X 0 0 0 OSCAR MCBRIDE DIRECTOR 0.50 X 0 0 0 MICHAEL MESSAGLIA DIRECTOR 0.50 X 0 0 0 MARK MONAHAN DIRECTOR 0.50 X 0 0 0 TREVOR MORRIS DIRECTOR 0.50 X 0 0 0 WESLEY PRITCHETT DIRECTOR 0.50 X 0 0 0 BRIAN RATIGAN DIRECTOR 0.50 X 0 0 0 PAT TERRELL DIRECTOR 0.50 X 0 0 0 ROD WEST DIRECTOR 0.50 X 0 0 0 PETER WITTY DIRECTOR 0.50 X 0 0 0 SHAWN WOODEN DIRECTOR 0.50 X 0 0 0 REGINALD BROOKS EXECUTIVE DIRECTOR 40.00 X 133558 0 0 133558 0 0 1 0 0 0 0 418797 418797 84842 84842 65324 54762 10562 10562 10562 49125 212740 -163615 -163615 MISCELLANEOUS 900099 1500 1500 1500 352086 1500 0 -68211 X 20585 20585 99737 59841 9974 29922 8011 4807 801 2403 18103 18103 18615 18615 18728 18728 67456 47219 20237 45958 394 54 45510 4571 233 4338 52860 91 52769 7804 7804 3637 3637 BANK FEES 20934 20934 386999 85627 138389 162983 114065 160373 11250 10050 2523 21321 54629 18860 43573 35769 2192761 2111103 2364172 2338616 39839 3395 651 40490 3395 X 2314724 2326263 8958 8958 2323682 2335221 2364172 2338616 -34913 46452 0 X X 0 1 X 1 0 X 76900 594488 1606401 567858 418797 3264444 76900 594488 1606401 567858 418797 3264444 1656943 1607501 7449 10814 40240 93742 84842 237087 33169 33169 3534700 0.45480 0.43730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54629 18860 35769 35769 X 592550 46452 212740 259192 333358 18728 18728 352086 581011 212740 212740 368271 18728 18728 386999 PART X, LINE 2: HHF IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; THEREFORE, NO PROVISION FOR INCOME TAXES IS MADE IN THE FINANCIAL STATEMENTS. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES REQUIRE HHF TO EXAMINE ITS TAX POSITIONS FOR UNCERTAIN POSITIONS. HHF IS NOT AWARE OF ANY TAX POSITIONS THAT ARE MORE LIKELY THAN NOT TO CHANGE IN THE NEXT 12 MONTHS, OR THAT WOULD NOT SUSTAIN AN EXAMINATION BY APPLICABLE TAXING AUTHORITIES. HHF'S POLICY IS TO RECOGNIZE PENALTIES AND INTEREST AS INCURRED IN ITS STATEMENTS OF ACTIVITIES AS A COMPONENT OF OPERATING EXPENSES, WHICH TOTAL $0 FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024. HHF'S FEDERAL AND STATE INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE APPLICABLE TAX AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THE LATER OF THE ORIGINAL OR EXTENDED DUE DATE. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 212,740. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 212,740. REUNION WEEKEND 49125 49125 99227 30607 82905 49125 49125 99227 30607 82905 212739 -163614 1 HEALTH AND MEDICAL TREATMENT 7 20585 PART I, LINE 2: THE FOUNDATION MONITORS THE USE OF GRANT FUNDS THROUGH A STRUCTURED APPLICATION AND REVIEW PROCESS ADMINISTERED BY AN APPROVED THIRD PARTY ADMINISTRATOR (TPA). APPLICANTS MUST PROVIDE DETAILED DOCUMENTATION DEMONSTRATING FINANCIAL HARDSHIP, INCLUDING TAX RETURNS, NET WORTH STATEMENTS, SUPPORTING INVOICES, AND VENDOR/PROVIDER INFORMATION. GRANTS ARE AWARDED ONLY UPON AN OBJECTIVE EVALUATION OF NEED, AND PAYMENTS ARE TYPICALLY MADE DIRECTLY TO VENDORS OR SERVICE PROVIDERS TO ENSURE APPROPRIATE USE. ALL DISBURSEMENTS ARE SUBJECT TO VERIFICATION THROUGH SUPPORTING DOCUMENTATION, AND APPLICATIONS MAY BE SHORTENED ONLY IN URGENT CASES AS DEEMED APPROPRIATE BY THE TPA, WITH FOUNDATION OVERSIGHT. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER SENDS THE DRAFT FORM 990 TO THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT APPLIES TO DIRECTORS, OFFICERS, AND COMMITTEE MEMBERS WITH BOARD-DELEGATED POWERS. COVERED INDIVIDUALS MUST DISCLOSE ANY FINANCIAL INTEREST IN TRANSACTIONS BEING CONSIDERED. THE BOARD OR A DISINTERESTED COMMITTEE DETERMINES WHETHER A CONFLICT EXISTS AND, IF SO, WHETHER THE ARRANGEMENT IS FAIR, REASONABLE, AND IN THE BEST INTEREST OF THE ORGANIZATION. INDIVIDUALS WITH CONFLICTS MAY PROVIDE RELEVANT INFORMATION BUT ARE EXCLUDED FROM DISCUSSIONS AND VOTES. THE POLICY IS ENFORCED THROUGH ANNUAL WRITTEN DISCLOSURES, PERIODIC REVIEWS, AND PROCEDURES FOR ADDRESSING VIOLATIONS, INCLUDING CORRECTIVE ACTION WHEN NECESSARY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF HOLTZ'S HEROES FOUNDATION BY ENLISTING THE SUPPORT OF THE GOVERNANCE COMMITTEE OF THE HHF BOARD OF DIRECTORS. GOVERNANCE COMMITTEE INFORMALLY SURVEYS SIMILARLY SITUATED FOUNDATIONS OF COMPARABLE SIZE TO ESTABLISH A MARKET RANGE OF COMPENSATION FOR THE EXECUTIVE DIRECTOR POSITION. AS A RESULT OF THE INFORMAL SURVEY, THE COMPENSATION ESTABLISHED FOR THE EXECUTIVE DIRECTOR POSITION WAS DEEMED BY THE GOVERNANCE COMMITTEE AS REASONABLE AND WITHIN MARKET NORMS FOR NON-PROFIT CORPORATIONS OF SIMILAR SIZE AND SCOPE AS THE FOUNDATION. THE GOVERNANCE COMMITTEE ULTIMATELY MAKES ITS RECOMMENDATION TO THE EXECUTIVE COMMITTEE, WHICH RECEIVES APPROVAL FROM THE BOARD OF DIRECTORS, TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR POSITION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 47,219. FUNDRAISING EXPENSES 20,237. TOTAL EXPENSES 67,456. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE SELECTION AND REVIEW PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.