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Nonprofiteer
← Heart Trust

Form 990 for tax year 2022

Filed by Heart Trust.

Totals

Total revenue
$401,952
Total expenses
$324,987
Contributions and grants received
$0
Grants paid
$236,000
Program service revenue
$0
Investment income
$401,952
Other revenue
$0
Total assets, end of year
$4,991,186
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,991,186
Program services expenses (Part IX)
$236,000
Management and general expenses
$88,987
Fundraising expenses
$0
Program service expenses (Part III)
$236,000

Program services were 72.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $174,654 · excluded $174,654

  • 7a · Gross sales of assets other than inventory

    securities $3,730,072

  • 7b · Less cost or other basis and sales expenses

    securities $3,502,774

  • 7c · Gain or loss

    securities $227,298

  • 7d · Net gain or loss

    total $227,298 · excluded $227,298

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $236,000 · program services $236,000

  • 5 · Compensation of officers, directors and key employees

    total $31,600 · management and general $31,600

  • 11b · Fees: legal

    total $1,667 · management and general $1,667

  • 11c · Fees: accounting

    total $8,250 · management and general $8,250

  • 11f · Fees: investment management

    total $43,970 · management and general $43,970

  • 11g · Fees: other

    total $3,500 · management and general $3,500

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $483,008 · end of year $388,564

  • 12 · Investments: other securities

    beginning of year $4,431,212 · end of year $4,602,622

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $4,914,220 · end of year $4,991,186

Mission and programs · 2022

Mission

Fund American Heart Association, National Bequest Center

  • American Heart AssociationNational Bequest CenterP.O. Box 22035St. Petersburg, FL 33742

  • Expenses $236,000

As filed on the 2022 return.

Listed in Part VII

  • Kimberly A HOlmes

    Trustee

    Total calculated
    $31,600
    From this org
    $31,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
8 December 2023
IRS schema version
2022v5.0
Source object
202343429349300749

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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