2024-09-25T15:35:55-05:00 2023-12-31 351356555 DONOVAN PC 5151 E US HWY 36 AVON IN 46123 990 2023-01-01 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 2024-09-25 1 0 MARY H RIGGLE CPA P00224815 3177456411 2024-09-25 2023 2024-08-08 14:25:15Z BRIAN L BAKER 9630 CLAYMOUNT LANE FISHERS IN 46037 1754672 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 30 1 30 0 0 594488 1606401 0 0 8878 18522 -118980 -85508 484386 1539415 67362 55354 0 0 128412 119000 0 0 126074 56320 147354 252094 321708 232292 1217707 762076 2071924 0 30150 762076 2041774 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 126842 55354 HHF SPONSORED AND PARTICIPATED IN SEVERAL EVENTS AND PROGRAMS WITH OTHER NOT-FOR-PROFITS WHOSE MISSIONS ALIGNED WITH THOSE OF HOLTZ'S HEROES FOUNDATION. 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. 126842 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 7 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 IN X BRIAN BAKER 3175020177 9630 CLAYMOUNT LANE FISHERS IN 46037 JUSTIN MEKO DIRECTOR - PRESIDENT 0.50 X X 0 0 0 CORNELIUS SOUTHALL DIRECTOR - VICE PRESIDENT 0.50 X X 0 0 0 BRIAN L BAKER DIRECTOR - SECRETARY/TREASURER 2.00 X X 0 0 0 TOM GALLOWAY DIRECTOR - PAST PRESIDENT 0.50 X X 0 0 0 RANDY KINDER DIRECTOR - PAST PRESIDENT 0.50 X X 0 0 0 JEREMY AKERS DIRECTOR 0.50 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 SCOTT PALUMBO 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 108498 0 0 108498 0 0 1 0 0 0 0 116100 1490301 1606401 40240 40240 108031 129749 -21718 -21718 -21718 0 116100 85508 -85508 -85508 1539415 0 0 -66986 3000 3000 52354 52354 108498 65099 10850 32549 1969 1181 197 591 8533 5120 853 2560 18694 18694 28791 28791 40046 88 12 39946 37547 37547 10111 482 9629 3252 3252 4150 4150 BANK FEES 4763 4763 321708 126842 68792 126074 154124 159392 0 11250 54629 3252 0 51377 607952 1849905 762076 2071924 30150 0 30150 X 762076 2032934 8840 762076 2041774 762076 2071924 1217707 61991 0 X 0 0 0 X 40055 301799 76900 594488 1606401 2619643 40055 301799 76900 594488 1606401 2619643 1830235 789408 7449 10814 40240 58503 2678146 1628 0.29480 0.26900 X 0.26900 0.01660 PURSUANT TO TREASURY REGULATIONS SECTION 1.170A-9(F)(3), HHF QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FACTS-AND-CIRCUMSTANCES TEST AS IT (I) NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROM GOVERNMENTAL UNITS, CONTRIBUTIONS MADE DIRECTLY OR INDIRECTLY BY THE GENERAL PUBLIC, OR FROM A COMBINATION OF THESE SOURCES, (II) MEETS THE OTHER REQUIREMENTS OF PARAGRAPH SECTION 1.70A-9(F)(3), AND (III) IS IN THE NATURE OF AN ORGANIZATION THAT IS PUBLICLY SUPPORTED, TAKING INTO ACCOUNT ALL PERTINENT FACTS AND CIRCUMSTANCES. SPECIFICALLY:I) TEN-PERCENT SUPPORT LIMITATION. AS REFLECTED IN LINES 14 AND 15 OF SCHEDULE A, PART II, SECTION C., LINES 14 AND 15, HHF'S PUBLIC SUPPORT PERCENTAGE FOR 2023 AND 2022 WAS 29.48% AND 26.90%, EXCEEDING THE REQUIRED MINIMUM TEN-PERCENT LIMITATION.II) ATTRACTION OF PUBLIC SUPPORT. HHF IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL PUBLIC OR GOVERNMENTAL SUPPORT, MAINTAINING A CONTINUOUS AND BONA FIDE PROGRAM FOR THE SOLICITATION OF FUNDS AND CARRIES ON ACTIVITIES DESIGNED TO ATTRACT BROAD PUBLIC SUPPORT. HHF ISREGISTERED TO CONDUCT FUNDRAISING ACTIVITIES IN ALL FIFTY US STATES. THE ORGANIZATION CONDUCTS MULTIPLE, ANNUAL AND ISOLATED FUNDRAISING EVENTS (BOTH INDIVIDUALLY AND IN PARTNERSHIP WITH OTHER PUBLIC CHARITIES), PERIODIC EMAIL SOLICITATIONS FOR FUNDING FROM DONORS AND PROSPECTIVE DONORS AND MAINTAINS A LINK TO SOLICIT AND RECEIVE DONATIONS ON ITS WEBSITE FROM ANYWHERE IN THE COUNTRY.III) ADDITIONAL FACTS AND CIRCUMSTANCES. IN ADDITION TO MEETING THE REQUIREMENTS SET FORTH IN PARAGRAPHS 1.170A-9(F)(3)(I) AND (II) SUMMARIZED ABOVE, THE FOLLOWING FACTORS SUPPORT HHF'S SATISFACTION OF THE FACTS AND CIRCUMSTANCES TEST: (A) PERCENTAGE OF FINANCIAL SUPPORT. AS PREVIOUSLY PROVIDED, HHF'S PUBLIC SUPPORT PERCENTAGE FOR 2023 AND 2022 WAS WELL ABOVE THE REQUIRED MINIMUM OF 10%, TOTALING 29.48% AND 26.90%, RESPECTIVELY. FROM 2014 THROUGH 2021, HHF'S PUBLIC SUPPORT PERCENTAGE RANGED FROM A HIGH OF 61.07% TO A LOW OF 38.70%. AS PROVIDED IN SECTION 1.170A-9(F)(III)(A), HHF'S HIGH PERCENTAGE OF SUPPORT (ABOVE THE 10 PERCENT REQUIREMENT) RESULTS IN A LESSER BURDEN OF ESTABLISHING ITS PUBLICLY SUPPORTED NATURE THROUGH THE OTHER FACTORS DESCRIBED HEREIN. (B) SOURCES OF SUPPORT. DESPITE THE ORGANIZATION STILL BEING RELATIVELY NEW (ESTABLISHED IN 2008), HHF HAS BEEN CONSISTENT AND SUCCESSFUL IN ITS EFFORTS TO EXPAND ITS FUNDRAISING EFFORTS BEYOND ITS INITIAL SUPPORT BASE TO INCLUDE A REPRESENTATIVE NUMBER OF PERSONS. IN ADDITION TO THE SOLICITATION EFFORTS MENTIONED PREVIOUSLY, HHF HOLDS AN ANNUAL REUNION BRUNCH FUNDRAISER WHICH IS OPEN TO PUBLIC AND PROVIDES SPONSORSHIP OPPORTUNITIES FOR LARGER DONORS. IN 2023, THE ORGANIZATION HELD A FUNDRAISER IN NAPLES, FLORIDA, WHICH RAISED APPROXIMATELY $75,000. HHF HAS EXPANDED ITS FUNDRAISING EFFORTS THROUGHOUT THE COUNTRY BY PARTNERING WITH VARIOUS LOCAL CHARITABLE ORGANIZATIONS TO CONDUCT JOINT FUNDRAISING EVENTS, IN WHICH HHF AND THE FUNDRAISING PARTNER CHARITY SPLIT PROCEEDS 50/50. (C) REPRESENTATIVE GOVERNING BODY. THE BOARD OF DIRECTORS OF HHF IS COMPOSED OF 30 INDEPENDENT VOTING MEMBERS WITH A VARIETY OF PERSONAL AND PROFESSIONAL BACKGROUNDS AND QUALIFICATIONS, INCLUDING GOVERNMENT OFFICIALS, NONPROFIT LEADERS, CORPORATE EXECUTIVES, LEADERS IN SECONDARY AND POST-SECONDARY EDUCATION, MOTIVATIONAL SPEAKERS, ENTREPRENEURS, INVESTMENT BANKERS, PRACTICING ATTORNEYS, FORMER NFL PLAYERS, AND A FORMER MEMBER OF THE UNITED STATES SECRET SERVICE. (D) AVAILABILITY OF PUBLIC FACILITIES OR SERVICES; PUBLIC PARTICIPATION IN PROGRAMS OR POLICIES. WHILE HHF DOES NOT PROVIDE FACILITIES OR SERVICES TO THE GENERAL PUBLIC (E.G., A MUSEUM, LIBRARY, OR SYMPHONY), THE ORGANIZATION DOES ENJOY PUBLIC SUPPORT AND SPONSORSHIP OF ITS PROGRAMS, INCLUDING (A) FINANCIAL SUPPORT FOR ATHLETES AND THEIR FAMILIES DEALING WITH FINANCIAL NEED, MENTAL HEALTH AND ADDICTION ISSUES, OR MEDICAL EMERGENCIES, (B) FOOD DRIVES, IN PARTNERSHIP WITH ORGANIZATIONS ACROSS THE US (SUCH AS BREAD OF LIFE FOOD DRIVE AND MEALS WITH MUFFET MCGRAW), AND (C) AN ENDOWED SCHOLARSHIP PROGRAM TO ALLOW UNDERPRIVILEGED STUDENTS TO PURSUE THEIR ACADEMIC DREAMS. (E) ADDITIONAL FACTORS PERTINENT TO MEMBERSHIP ORGANIZATIONS. N/A; HHF NO LONGER HAS DUES PAYING MEMBERS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 54629 3252 51377 51377 X 1751166 61991 149760 211751 1539415 0 1539415 471468 149760 149760 321708 0 321708 PART X, LINE 2: 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 STATEMENT OF ACTIVITIES AS A COMPONENT OF OPERATING EXPENSES AND TOTAL $0 FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. 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. REUNION WEEKEND 116100 116100 1554 72941 11013 116100 116100 1554 72941 11013 85508 -85508 0 HEALTH AND MEDICAL TREATMENT 4 42176 RENT, TRANSPORTATION AND UTILITY ASSISTANCE 4 10178 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 POLICY IS DISTRIBUTED EACH YEAR FOR THE OFFICERS AND DIRECTORS TO READ AND SIGN. 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.