Holzheimer Fund

Chicago, IL
Tax-exempt since March 1955
EIN: 36-6057163

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$27.7k (2024)

Expenses

$28.5k (2024)

Total Assets

$176k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$27,663

Expenses

$28,475

Net Income

-$812

Net Assets

$175,673

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,770	13.6%
Dividends	$2,344	8.5%
Sales of Assets	$21,549	77.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,900	94.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$175,673
Total Liabilities	$0
Net Assets	$175,673

Compensation

Key Employees and Officers	Compensation	Other
Arthur Holzheimer Deceased 6325 (President/Director)	$0	$0
Janet Holzheimer (Secretary/Director)	$0	$0
Ronald A Lewis (Treasurer)	$0	$0
Sherwin Zuckerman (Vice President)	$0	$0
Laura Berin (Director)	$0	$0
Ellen Holzheimer (Director)	$0	$0

+ View more people

990-PF

Filed on June 20, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$18,101

Expenses

$41,513

Net Income

-$23,412

Net Assets

$176,485

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,113	17.2%
Dividends	$2,192	12.1%
Sales of Assets	$12,796	70.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,610	95.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$176,485
Total Liabilities	$0
Net Assets	$176,485

Compensation

Key Employees and Officers	Compensation	Other
Arthur Holzheimer (President/Director)	$0	$0
Janet Holzheimer (Secretary/Director)	$0	$0
Ronald A Lewis (Treasurer)	$0	$0
Sherwin Zuckerman (Vice President)	$0	$0
Laura Berin (Director)	$0	$0
Ellen Holzheimer (Director)	$0	$0

+ View more people

990-PF

Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$24,705

Expenses

$40,459

Net Income

-$15,754

Net Assets

$199,897

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,418	9.8%
Dividends	$1,959	7.9%
Sales of Assets	$20,328	82.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,724	95.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$200,393
Total Liabilities	$496
Net Assets	$199,897

Compensation

Key Employees and Officers	Compensation	Other
Arthur Holzheimer (President/Di)	$0	$0
Janet Holzheimer (Secretary/Di)	$0	$0
Ronald A Lewis (Treasurer)	$0	$0
Sherwin Zuckerman (Vice Preside)	$0	$0
Laura Berin (Director)	$0	$0
Ellen Holzheimer (Director)	$0	$0

+ View more people

990-PF

Filed on Aug. 28, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$24,279

Expenses

$48,165

Net Income

-$23,886

Net Assets

$215,651

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$5,645	23.3%
Sales of Assets	$18,628	76.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,098	95.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$215,651
Total Liabilities	$0
Net Assets	$215,651

Compensation

Key Employees and Officers	Compensation	Other
Arthur Holzheimer (President/Di)	$0	$0
Janet Holzheimer (Secretary/Di)	$0	$0
Ronald A Lewis (Treasurer)	$0	$0
Sherwin Zuckerman (Vice Preside)	$0	$0
Laura Berin (Director)	$0	$0
Ellen Holzheimer (Director)	$0	$0

+ View more people

990-PF

Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$5,026

Expenses

$53,329

Net Income

-$48,303

Net Assets

$239,536

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$46	0.9%
Dividends	$7,714	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,688	95.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$239,537
Total Liabilities	$1
Net Assets	$239,536

Compensation

Key Employees and Officers	Compensation	Other
Arthur Holzheimer (President/Di)	$0	$0
Janet Holzheimer (Secretary/Di)	$0	$0
Ronald A Lewis (Treasurer)	$0	$0
Sherwin Zuckerman (Vice Preside)	$0	$0
Laura Berin (Director)	$0	$0
Ellen Holzheimer (Director)	$0	$0

+ View more people

990-PF

Filed on Nov. 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$58,338

Expenses

$67,231

Net Income

-$8,893

Net Assets

$287,839

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$43,587	74.7%
Interest Revenue	$408	0.7%
Dividends	$8,346	14.3%
Sales of Assets	$5,997	10.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,360	92.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$287,840
Total Liabilities	$1
Net Assets	$287,839

Compensation

Key Employees and Officers	Compensation	Other
Arthur Holzheimer (President/Di)	$0	$0
Janet Holzheimer (Secretary/Di)	$0	$0
Ronald A Lewis (Treasurer)	$0	$0
Sherwin Zuckerman (Vice Preside)	$0	$0
Laura Berin (Director)	$0	$0
Ellen Holzheimer (Director)	$0	$0

+ View more people

990-PF

Filed on Nov. 5, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$126,809

Expenses

$69,174

Net Income

$57,635

Net Assets

$296,733

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,547	79.3%
Interest Revenue	$350	0.3%
Dividends	$7,084	5.6%
Sales of Assets	$18,828	14.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,550	94.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$296,733
Total Liabilities	$0
Net Assets	$296,733

Compensation

Key Employees and Officers	Compensation	Other
Arthur Holzheimer (President/Di)	$0	$0
Janet Holzheimer (Secretary/Di)	$0	$0
Ronald A Lewis (Treasurer)	$0	$0
Sherwin Zuckerman (Vice Preside)	$0	$0
Laura Berin (Director)	$0	$0
Ellen Holzheimer (Director)	$0	$0

+ View more people

990-PF

Filed on Nov. 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$123,066

Expenses

$86,869

Net Income

$36,197

Net Assets

$239,098

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$97,476	79.2%
Interest Revenue	$131	0.1%
Dividends	$5,519	4.5%
Sales of Assets	$19,940	16.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,728	97.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$239,098
Total Liabilities	$0
Net Assets	$239,098

Compensation

Key Employees and Officers	Compensation	Other
Arthur Holzheimer (President/Director)	$0	$0
Janet Holzheimer (Secretary/Director)	$0	$0
Ronald A Lewis (Treasurer)	$0	$0
Sherwin Zuckerman (Vice President)	$0	$0
Laura Berin (Director)	$0	$0
Ellen Holzheimer (Director)	$0	$0

+ View more people

990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2016

Revenue

$3,568

Expenses

$83,831

Net Income

-$80,263

Net Assets

$202,901

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$32	0.9%
Dividends	$6,433	> 100%
Sales of Assets	-$2,897
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,170	96.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$202,901
Total Liabilities	$0
Net Assets	$202,901

Compensation

Key Employees and Officers	Compensation	Other
Arthur Holzheimer (President/Director)	$0	$0
Janet Holzheimer (Secretary/Director)	$0	$0
Ronald A Lewis (Treasurer)	$0	$0
Sherwin Zuckerman (Vice President)	$0	$0
Laura Berin (Director)	$0	$0
Ellen Holzheimer (Director)	$0	$0

+ View more people

990-PF

Filed on Aug. 30, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$25,583

Expenses

$67,683

Net Income

-$42,100

Net Assets

$283,164

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$8,446	33.0%
Sales of Assets	$13,704	53.6%
Other Income	$3,426	13.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,425	87.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$283,164
Total Liabilities	$0
Net Assets	$283,164

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$59,828

Expenses

$67,534

Net Income

-$7,706

Net Assets

$325,264

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12	0.0%
Dividends	$10,107	16.9%
Sales of Assets	$49,567	82.8%
Other Income	$142	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,595	92.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$325,264
Total Liabilities	$0
Net Assets	$325,264

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$45,113

Expenses

$70,049

Net Income

-$24,936

Net Assets

$332,970

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$11,362	25.2%
Sales of Assets	$33,747	74.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,434	90.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$332,970
Total Liabilities	$0
Net Assets	$332,970

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$45,313

Expenses

$64,856

Net Income

-$19,543

Net Assets

$357,906

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$11,542	25.5%
Sales of Assets	$33,766	74.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,021	91.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$357,906
Total Liabilities	$0
Net Assets	$357,906

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$29,662

Expenses

$74,296

Net Income

-$44,634

Net Assets

$377,449

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16	0.1%
Dividends	$9,538	32.2%
Sales of Assets	$20,108	67.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,162	91.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$377,449
Total Liabilities	$0
Net Assets	$377,449

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

Holzheimer Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $27.7k (2024)

Expenses $28.5k (2024)

Total Assets $176k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$27.7k (2024)

Expenses

$28.5k (2024)

Total Assets

$176k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001