HOLTZS HEROES FOUNDATION INC: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HOLTZS HEROES FOUNDATION INC (EIN 26-3345708)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201313199349202776
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T12:33:23-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA ROSA & CO LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 N MERIDIAN ST STE 328 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263345708 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOU'S LADS FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | C/O BRIAN BAKER | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOUS | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 S MERIDIAN ST STE 600 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462043573 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN BAKER | Name |
| Title | TREASURER | Title |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY H RIGGLE | Name |
| Phone | 3176348777 | Phone |
| Date Prepared | 2013-11-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 32818 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 16750 | ContributionsGiftsGrantsEtc |
| Fundraising Gross Income | 16068 | FundraisingGrossIncome |
| Special Events Direct Expenses | 35098 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | -19030 | SpecialEventsNetIncomeLoss |
| Total Revenue | -2280 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 5366 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 3070 | OtherExpensesTotal |
| Total Expenses | 8436 | TotalExpenses |
| Excess Or Deficit For Year | -10716 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 11146 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 430 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11146 | BOY |
| EOY | 430 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11146 | BOY |
| EOY | 430 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11146 | BOY |
| EOY | 430 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | 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 EDUCTIONAL INSTITUTIONS; TO CONTRIBUTE, EITHER DIRECTELY 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. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment (2 entries)
| Description Program Service AccomDescriptionProgramServiceAccom | Program Service ExpensesProgramServiceExpenses |
|---|---|
| THE FOUNDATION SPONSORED AND PARTICIPATED IN SEVERAL EVENTS AND PROGRAMS WITH OTHER NOT-FOR-PROFITS WHOSE MISSIONS ALIGNED WITH THOSE OF LOU'S LADS FOUNDATION. | 3000 |
| THE FOUNDATION HELD A REUNION DINNER IN CHICAGO BEFORE THE OCTOBER 5, 2012 NOTRE DAME VS. MIAMI FOOTBALL GAME IN SOLDIER FIELD. THE PRIMARY PURPOSE OF THE EVENT WAS TO RAISE FUNDS FOR THE LOU'S LADS ENDOWED SCHOLARSHIP FUND AT THE UNIVERSITY OF NOTRE DAME. THE EVENT WAS A GREAT SUCCESS IN RAISING AWARENESS OF THE FOUNDATION WITH POTENTIAL FINANCIAL SUPPORTERS AND CONTRIBUTORS. | 17 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 3017 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (5 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|
| MARK MONAHAN MD | ||
| PRESIDENT | 000.00 | 0 |
| BRIAN L BAKER | ||
| SECRETARY/TR | 000.00 | 0 |
| LOU HOLTZ | ||
| DIRECTOR | 000.00 | 0 |
| DERRICK MAYES | ||
| DIRECTOR | 000.00 | 0 |
| JAN PARTAIN | ||
| DIRECTOR | 000.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BRIAN BAKER | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 S MERIDIAN ST STE 600 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462043573 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3176344400 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 850 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16750 | CurrentTaxYear |
| Total | 29600 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 10381 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16068 | CurrentTaxYear |
| Total | 26449 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 850 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22381 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32818 | CurrentTaxYear |
| Total | 56049 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 5000 | CurrentTaxYear |
| Total | 5000 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 5000 | CurrentTaxYear |
| Total | 5000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 51049 | PublicSupportTotal509 |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 850 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22381 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32818 | CurrentTaxYear |
| Total | 56049 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.91080 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 1.00000 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CHICAGO EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 16068 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 16068 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 35098 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 16068 | GrossReceiptsTotal |
| Gross Revenue Total Events | 16068 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 35098 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 35098 | DirectExpenseSummaryEvents |
| Net Income Summary | -19030 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | EXPENSES SPONSORSHIPS & CONTRIBUTIONS 3,000 TRAVEL EXPENSES 17 MISCELLANEOUS 53 TOTAL 3,070 |
| PRIMARY EXEMPT PURPOSE | FORM 990-EZ, PART III | 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 EDUCTIONAL INSTITUTIONS; TO CONTRIBUTE, EITHER DIRECTELY 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. |
| SECOND ACCOMPLISHMENT | FORM 990-EZ, PART III, LINE 29 | THE FOUNDATION HELD A REUNION DINNER IN CHICAGO BEFORE THE OCTOBER 5, 2012 NOTRE DAME VS. MIAMI FOOTBALL GAME IN SOLDIER FIELD. THE PRIMARY PURPOSE OF THE EVENT WAS TO RAISE FUNDS FOR THE LOU'S LADS ENDOWED SCHOLARSHIP FUND AT THE UNIVERSITY OF NOTRE DAME. THE EVENT WAS A GREAT SUCCESS IN RAISING AWARENESS OF THE FOUNDATION WITH POTENTIAL FINANCIAL SUPPORTERS AND CONTRIBUTORS. |
Compensation Explanation CompensationExplanation
Compensation Compensation (5 entries)
| MARK MONAHAN MD |
| BRIAN L BAKER |
| LOU HOLTZ |
| DERRICK MAYES |
| JAN PARTAIN |