Civic Intelligence

One Heart Charitable Trust

990PF • Fiscal year 2022 • EIN 47-6788232

Jan 01, 2022 to Dec 31, 2022 • Filed on May 18, 2023

Organization Profile
460 Bayview AvenueInwood, NY 11096

(718) 360-8083

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

68th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • NTEE T20 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

64th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • NTEE T20 • $25M-$50M nonprofits • Source year 2022

Net Margin

72nd percentile

64%

Higher net margin than 72% of similar nonprofits.

2022 filings • NTEE T20 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • NTEE T20 • $25M-$50M nonprofits • Source year 2022

Asset Growth

82nd percentile

11%

Faster asset growth than 82% of similar nonprofits.

2022 filings • NTEE T20 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

89th percentile

159%

Faster revenue growth than 89% of similar nonprofits.

2022 filings • NTEE T • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$42,071,160

Up $4,304,294 (+11%) from 2021

Net Assets

Up

$42,071,160

Up $4,304,293 (+11%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin72nd percentile

Revenue

Up

$6,760,341

Up $4,148,508 (+159%) from 2021

Expenses

Up

$2,456,048

Up $478,120 (+24%) from 2021

Net Income

Up

$4,304,293

Up $3,670,388 (+579%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2016: $18,548,013Liabilities 2016: $0Net Assets 2016: $18,548,0832016Assets 2017: $27,685,498Liabilities 2017: $0Net Assets 2017: $27,685,4992017Assets 2018: $32,124,836Liabilities 2018: $0Net Assets 2018: $32,124,8402018Assets 2019: $38,816,087Liabilities 2019: $0Net Assets 2019: $38,816,0872019Assets 2020: $37,132,962Liabilities 2020: $0Net Assets 2020: $37,132,9622020Assets 2021: $37,766,866Liabilities 2021: $0Net Assets 2021: $37,766,8672021Assets 2022: $42,071,160Liabilities 2022: $0Net Assets 2022: $42,071,1602022Assets 2023: $48,777,028Liabilities 2023: $1,500Net Assets 2023: $48,775,5282023Assets 2024: $68,196,345Liabilities 2024: $5,600Net Assets 2024: $68,190,7452024

Highlighted filing

2022

Assets$42,071,160
Liabilities$0
Net Assets$42,071,160
Open 2022 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MRevenue 2016: $9,021,387Expenses 2016: $665,004Net Income 2016: $8,356,3832016Revenue 2017: $9,139,464Expenses 2017: $2,048Net Income 2017: $9,137,4162017Revenue 2018: $5,399,210Expenses 2018: $959,869Net Income 2018: $4,439,3412018Revenue 2019: $8,739,382Expenses 2019: $2,048,135Net Income 2019: $6,691,2472019Revenue 2020: $962,894Expenses 2020: $2,646,019Net Income 2020: -$1,683,1252020Revenue 2021: $2,611,833Expenses 2021: $1,977,928Net Income 2021: $633,9052021Revenue 2022: $6,760,341Expenses 2022: $2,456,048Net Income 2022: $4,304,2932022Revenue 2023: $7,869,551Expenses 2023: $1,165,183Net Income 2023: $6,704,3682023Revenue 2024: $22,956,645Expenses 2024: $3,541,428Net Income 2024: $19,415,2172024

Highlighted filing

2022

Revenue$6,760,341
Expenses$2,456,048
Net Income$4,304,293
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 18, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES EDOUARD GROSTrustee-$0--
SANDRA GROSTrustee-$0--
ALLAN C BELLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
One Heart Charitable Trust
EIN
47-6788232
In Care Of
% CHARLES EDOUARD GROSS
Phone
7183608083
Address
460 BAYVIEW AVENUE, INWOOD, NY 11096

Signing Officer

Name
Charles Edouard Gross
Title
Trustee
Phone
7182634600
Signed
2023-05-18
Discuss with paid preparer
Yes

Preparer

Firm
Brand Sonnenschine LLP
Address
1641 East 16th Street FL 4, Brooklyn, NY 11229
Preparer
Bruce Tager
Phone
2122190220
Raw XML Appendix315 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0STIFEL - FIXED INCOME - ATT 6A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1JP MORGAN CHASE FINANCIAL CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2STIFEL SHORT RT PRG - ATT 6B
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt022366876
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1200000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt26035582
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt016369215
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1193690
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt26035582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02167974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12055193
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2800000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3354243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02616699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12036949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2569040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3215275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INVESTMENT IN PARTNERSHIP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1STIFEL - EQUITIES - ATT 5A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2STIFEL - PREFERREDS - ATT 5B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3STIFEL - OTHER INVST - ATT 5C
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt01205571
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt01202817
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0525871
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt081803
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt060
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0531110
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1531110
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1PARTNERSHIP INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01105439
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt124857
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt08580
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt113731
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01738030
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt022311
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01760341
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt081803
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02383440
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02383440
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05000000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0525871
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0525871
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04304293
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt08553183
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt081803
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01737975
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt055
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt055
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01130296
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01152607
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt072553
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02383440
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt055
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02456048
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01738030
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06760341
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt055
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt072608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16967378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt085805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-4002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt085805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-4002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17053183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SHORT TERM - AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG TERM - AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SPORTSTEK ACQ CORP - BANKRUPT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt081803
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt04304293
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt042071160
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt037766867
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt042071160
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01613800
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01613800
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01613800
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01637958
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt024158
IRS990PF/DistributableAmountGrp/TotalTaxAmt024158
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt048891
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt038049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt035000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt024158
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt048891
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt024158
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt024158
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt073049
IRS990PF/FMVAssetsEOYAmt036124988
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010179536
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt06885721
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt06885721
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt017021837
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt028602458
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt022598487
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt09298462
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05377410
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05437963
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt037766867
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt042071160
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt037766866
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt042071160
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt036124988
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt037766867
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt042071160
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt037766867
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt042071160
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01267031
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01205571
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01202817
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt033258033
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06757229
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt023884105
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0498870
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02616699
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01637958
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt032759163
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt033258033
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLES EDOUARD GROS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SANDRA GROS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ALLAN C BELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0460 BAYVIEW AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1460 BAYVIEW AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21037 RAYMOND BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0INWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1INWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEWARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd011096
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd111096
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd207102
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02383440
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02383440
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0true
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0460 BAYVIEW AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0INWOOD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011096
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CHARLES EDOUARD GROSS
IRS990PF/StatementsRegardingActyGrp/PhoneNum07183608083
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CHARLES EDOUARD GROS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02383440
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0460 BAYVIEW AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0INWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd011096
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02383440
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01613800
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01613800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0108699
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt093922
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0972261
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0769640
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0108699
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt093922
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02383440
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0769640
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0972261
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0202621
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0CHARLES EDOUARD GROS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0460 BAYVIEW AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0INWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd011696
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt055
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt055
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PARTNERSHIP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01105439
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt124857
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01114019
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt138588
TaxesSchedule/TaxesDetail/Amt072553
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES EDOUARD GROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07182634600
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ONE HEART CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ONEH
ReturnHeader/Filer/EIN0476788232
ReturnHeader/Filer/InCareOfNm0% CHARLES EDOUARD GROSS
ReturnHeader/Filer/PhoneNum07183608083
ReturnHeader/Filer/USAddress/AddressLine1Txt0460 BAYVIEW AVENUE
ReturnHeader/Filer/USAddress/CityNm0INWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011096
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brand Sonnenschine LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01641 East 16th Street FL 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Brooklyn
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011229
ReturnHeader/PreparerPersonGrp/PhoneNum02122190220
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bruce Tager
ReturnHeader/ReturnTs02023-05-30T14:52:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLES EDOUARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GROSS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,071,160
Liabilities
$0
Net assets
$42,071,160
Revenue
$6,760,341
Expenses
$2,456,048
Net income
$4,304,293
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$68.2$0.01$68.2$23.0$3.54$19.4
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.8$0.00$48.8$7.87$1.17$6.70
2022Detailed filing. Detailed filing data is available for this year.$42.1$0.00$42.1$6.76$2.46$4.30
2021Detailed filing. Detailed filing data is available for this year.$37.8$0.00$37.8$2.61$1.98$0.63
2020Detailed filing. Detailed filing data is available for this year.$37.1$0.00$37.1$0.96$2.65$1.68
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.8$0.00$38.8$8.74$2.05$6.69
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.1$0.00$32.1$5.40$0.96$4.44
2017Detailed filing. Detailed filing data is available for this year.$27.7$0.00$27.7$9.14$0.00$9.14
2016Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$9.02$0.67$8.36