Totals
- Total revenue
- $36,428
- Total expenses
- $5,027,614
- Contributions and grants received
- $0
- Grants paid
- $4,997,212
- Program service revenue
- $0
- Investment income
- $36,428
- Other revenue
- $0
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $0
- Program services expenses (Part IX)
- $4,997,212
- Management and general expenses
- $30,402
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $4,997,212
Program services were 99.4% 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 $16,203 · excluded $16,203
-
7a · Gross sales of assets other than inventory
securities $4,622,847
-
7b · Less cost or other basis and sales expenses
securities $4,602,622
-
7c · Gain or loss
securities $20,225
-
7d · Net gain or loss
total $20,225 · excluded $20,225
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $4,997,212 · program services $4,997,212
-
5 · Compensation of officers, directors and key employees
total $10,000 · management and general $10,000
-
11b · Fees: legal
total $3,333 · management and general $3,333
-
11f · Fees: investment management
total $10,036 · management and general $10,036
-
11g · Fees: other
total $7,000 · management and general $7,000
-
24a · Other expenses: Miscellaneous Expense
total $33 · management and general $33
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $388,564 · end of year $0
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
beginning of year $4,602,622 · end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
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 $4,991,186 · end of year $0
Mission and programs · 2023
Mission
Fund American Heart Association, National Bequest Center
-
American Heart AssociationNational Bequest CenterP.O. Box 22035St. Petersburg, FL 33742
Expenses $4,997,212
As filed on the 2023 return.
Listed in Part VII
-
Kimberly A HOlmes
Trustee
- Total calculated
- $10,000
- From this org
- $10,000
- 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
-
Fund American Heart Association, National Bequest Center
Assets distributed on this return
Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.
-
$4,989,478
Liquidation · Cash Distribution · Jun 16, 2023 · 501(c)(3)
-
$7,734
Liquidation · Cash Distribution · Dec 22, 2023 · 501(c)(3)
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 February 2024
- IRS schema version
- 2023v4.0
- Source object
- 202420439349301417
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