Civic Intelligence

Heart Trust

EIN 75-6459417 • 501(c)3 • Wichita Falls, TX

Profile

Fund American Heart Association, National Bequest Center

900 8th Street Ste 525Wichita Falls, TX 76301

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

65th percentile

13%

Higher net margin than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

42nd percentile

1.3%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

94th percentile

133%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$4,991,186

Up $76,966 (+1.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$4,991,186

Up $76,966 (+1.6%) from 2022

Operations
Liabilities / Revenue19th percentileNet Margin65th percentile

Revenue

Down

$401,952

Down $73,125 (-15%) from 2022

Expenses

Down

$324,987

Down $88,026 (-21%) from 2022

Net Income

Up

$76,965

Up $14,901 (+24%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,221,958Liabilities 2011: $0Net Assets 2011: $7,221,9582011Assets 2012: $7,067,540Liabilities 2012: $0Net Assets 2012: $7,067,5402012Assets 2013: $7,193,662Liabilities 2013: $0Net Assets 2013: $7,193,6622013Assets 2014: $7,222,210Liabilities 2014: $0Net Assets 2014: $7,222,2102014Assets 2015: $7,173,596Liabilities 2015: $0Net Assets 2015: $7,173,5962015Assets 2016: $6,110,362Liabilities 2016: $0Net Assets 2016: $6,110,3622016Assets 2017: $5,867,069Liabilities 2017: $0Net Assets 2017: $5,867,0692017Assets 2018: $5,553,439Liabilities 2018: $0Net Assets 2018: $5,553,4392018Assets 2019: $5,341,328Liabilities 2019: $0Net Assets 2019: $5,341,3282019Assets 2020: $4,992,564Liabilities 2020: $0Net Assets 2020: $4,992,5642020Assets 2021: $4,852,156Liabilities 2021: $0Net Assets 2021: $4,852,1562021Assets 2022: $4,914,220Liabilities 2022: $0Net Assets 2022: $4,914,2202022Assets 2023: $4,991,186Liabilities 2023: $0Net Assets 2023: $4,991,1862023

Highlighted filing

2023

Assets$4,991,186
Liabilities$0
Net Assets$4,991,186
Open 2023 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $4,089,802Expenses 2011: $407,046Net Income 2011: $3,682,7562011Revenue 2012: $336,951Expenses 2012: $491,369Net Income 2012: -$154,4182012Revenue 2013: $1,643,156Expenses 2013: $1,517,034Net Income 2013: $126,1222013Revenue 2014: $703,615Expenses 2014: $697,568Net Income 2014: $6,0472014Revenue 2015: $364,691Expenses 2015: $413,305Net Income 2015: -$48,6142015Revenue 2016: -$628,717Expenses 2016: $434,517Net Income 2016: -$1,063,2342016Revenue 2017: $165,948Expenses 2017: $409,241Net Income 2017: -$243,2932017Revenue 2018: $442,448Expenses 2018: $756,078Net Income 2018: -$313,6302018Revenue 2019: $292,625Expenses 2019: $504,736Net Income 2019: -$212,1112019Revenue 2020: $106,825Expenses 2020: $455,589Net Income 2020: -$348,7642020Revenue 2021: $203,556Expenses 2021: $343,964Net Income 2021: -$140,4082021Revenue 2022: $475,077Expenses 2022: $413,013Net Income 2022: $62,0642022Revenue 2023: $401,952Expenses 2023: $324,987Net Income 2023: $76,9652023

Highlighted filing

2023

Revenue$401,952
Expenses$324,987
Net Income$76,965
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,991,186
Liabilities
$0
Net assets
$4,991,186
Revenue
$401,952
Expenses
$324,987
Net income
$76,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.40$0.32$0.08
2022Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.48$0.41$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.85$0.00$4.85$0.20$0.34$0.14
2020Summary only. Only limited summary data is available for this year.$4.99$0.00$4.99$0.11$0.46$0.35
2019Summary only. Only limited summary data is available for this year.$5.34$0.00$5.34$0.29$0.50$0.21
2018Summary only. Only limited summary data is available for this year.$5.55$0.00$5.55$0.44$0.76$0.31
2017Summary only. Only limited summary data is available for this year.$5.87$0.00$5.87$0.17$0.41$0.24
2016Summary only. Only limited summary data is available for this year.$6.11$0.00$6.11$0.63$0.43$1.06
2015Summary only. Only limited summary data is available for this year.$7.17$0.00$7.17$0.36$0.41$0.05
2014Summary only. Only limited summary data is available for this year.$7.22$0.00$7.22$0.70$0.70$0.01
2013Summary only. Only limited summary data is available for this year.$7.19$0.00$7.19$1.64$1.52$0.13
2012Summary only. Only limited summary data is available for this year.$7.07$0.00$7.07$0.34$0.49$0.15
2011Summary only. Only limited summary data is available for this year.$7.22$0.00$7.22$4.09$0.41$3.68
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Dec 8, 2023
Return Version
2022v5.0
Gross Receipts
$3,904,726
Mission and Program Overview

Mission

Fund American Heart Association, National Bequest Center

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,914,220$4,991,186▲ $76,966
Investments Other Securities$4,431,212$4,602,622▲ $171,410
Cash and Non-Interest-Bearing Accounts$483,008$388,564▼ $94,444
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,914,220$4,991,186▲ $76,966
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,914,220$4,991,186▲ $76,966
Total Liabilities and Net Assets / Fund Balance$4,914,220$4,991,186▲ $76,966

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$923,341--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Kimberly A HOlmesTrustee$31,600$31,600
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$401,952
Other Revenue
$0
Change in Net Assets
$76,965
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$236,000
Other Expenses$57,387
Salaries, Compensation, and Employee Benefits$31,600
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$236,000--$236,000
Fees for Service Investment Mgmnt Fees-$43,970-$43,970
Current Officers, Directors, Trustees, and Key Employees-$31,600-$31,600
Fees for Services Accounting-$8,250-$8,250
Fees for Services Other-$3,500-$3,500
Fees for Services Legal-$1,667-$1,667
Total Functional Expenses$236,000$88,987$0$324,987
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Heart Association National Bequest CenterSt Petersburg, FL501(c)(3)Fund American Heart Association, National Bequest Center$236,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 8A

“N/A”

Form 990, Part VI, Section A, line 8B

“N/A”

Form 990, Part VI, Section B, line 11B

“N/A”

Form 990, Part VI, Section C, line 19

“Yes”

Filing and Contact Details

Filer

Filer Name
Heart Trust
EIN
75-6459417
Phone
9407664361
Address
900 8th Street Ste 525, Wichita Falls, TX 76301

Signing Officer

Name
Kimberly A Holmes
Title
Trustee
Phone
9407664361
Signed
2023-12-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberly A Holmes
Formed
1991
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
KAH Accounting LLC
Address
900 8th Street Suite 525, Wichita Falls, TX 76301
Preparer
Kimberly A Holmes
Phone
9407664361
Raw XML AppendixShowing 400 of 411 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Fund American Heart Association, National Bequest Center
IRS990/BooksInCareOfDetail/PersonNm0Kimberly A Holmes
IRS990/BooksInCareOfDetail/PhoneNum09407664361
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0900 8th Street Ste 525
IRS990/BooksInCareOfDetail/USAddress/CityNm0Wichita Falls
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd076301
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0483008
IRS990/CashNonInterestBearingGrp/EOYAmt0388564
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt031600
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt031600
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0236000
IRS990/CYInvestmentIncomeAmt0401952
IRS990/CYOtherExpensesAmt057387
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt076965
IRS990/CYSalariesCompEmpBnftPaidAmt031600
IRS990/CYTotalExpensesAmt0324987
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0401952
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0American Heart AssociationNational Bequest CenterP.O. Box 22035St. Petersburg, FL 33742
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08250
IRS990/FeesForServicesAccountingGrp/TotalAmt08250
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01667
IRS990/FeesForServicesLegalGrp/TotalAmt01667
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03500
IRS990/FeesForServicesOtherGrp/TotalAmt03500
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt043970
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt043970
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0Kimberly A HOlmes
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt031600
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0227298
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0236000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0236000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03730072
IRS990/GrossReceiptsAmt03904726
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0174654
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0174654
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04431212
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04602622
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03502774
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0Fund American Heart Association, National Bequest Center
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04914220
IRS990/NetAssetsOrFundBalancesEOYAmt04991186
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0227298
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0227298
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Kimberly A Holmes
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0236000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0322000
IRS990/PYInvestmentIncomeAmt0475077
IRS990/PYOtherExpensesAmt031013
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt062064
IRS990/PYSalariesCompEmpBnftPaidAmt060000
IRS990/PYTotalExpensesAmt0413013
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0475077
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt076965
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04914220
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04991186
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0401952
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0594393
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt0227298
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt088987
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt091013
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0174654
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0594393
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0312965
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0503380
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0503380
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0427873
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0427873
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0427873
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0205490
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0427873
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0427873
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0236000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0236000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0390036
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0322000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0265000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt0230909
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0626036
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0236000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0322000
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt068036
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0817909
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0236000
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0427873
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt055.160000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0236000
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0236000
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Trustee makes quarterly distributions to the American Heart Association and also provides the American Heart Association annual financial reports.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Section D - Type III Supporting Organizations
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt04839367
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt05960549
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0268249
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0213509
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt04571118
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt05747040
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt072591
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt089408
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt04766776
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt05871141
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0166837
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0205490
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt04839367
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt05960549
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0166837
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0205490
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0135613797
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0236000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0American Heart Association Texas Affiliate Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0236000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0492644
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1221986
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2468209
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3255978
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4254144
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5255978
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6502276
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7487242
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt8255978
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt9484846
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt10923341
IRS990ScheduleD/OtherSecuritiesGrp/Desc0AB Large Cap Growth FD Inc Advisor
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Capitol Ser TR Core Eqty Inst
IRS990ScheduleD/OtherSecuritiesGrp/Desc2Eaton Vance Mut FDS TR
IRS990ScheduleD/OtherSecuritiesGrp/Desc3Fidelity Investment Trust Emerging Mkts
IRS990ScheduleD/OtherSecuritiesGrp/Desc4Fidelity Val FD SH Ben Int
IRS990ScheduleD/OtherSecuritiesGrp/Desc5JP Morgan TR I Mid Cap Equity I
IRS990ScheduleD/OtherSecuritiesGrp/Desc6Lord Abbett Invt TR SH Dura Incm F
IRS990ScheduleD/OtherSecuritiesGrp/Desc7MFS Instl Intl Eqty FD
IRS990ScheduleD/OtherSecuritiesGrp/Desc8Nuveen Invt TR III FED I
IRS990ScheduleD/OtherSecuritiesGrp/Desc9Rowe T Price All Cap Opport CL I
IRS990ScheduleD/OtherSecuritiesGrp/Desc10Schwab Fdamental US Lrg IDX FD I
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd9C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd10C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt04602622
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0236000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Fund American Heart Association, National Bequest Center
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0American Heart Association National Bequest Center
IRS990ScheduleI/RecipientTable/RecipientEIN0135613797
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 22035
IRS990ScheduleI/RecipientTable/USAddress/CityNm0St Petersburg
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033742
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Yes
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04914220
IRS990/TotalAssetsEOYAmt04991186
IRS990/TotalAssetsGrp/BOYAmt04914220
IRS990/TotalAssetsGrp/EOYAmt04991186
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt088987
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0236000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0324987
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04914220
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04991186
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0236000
IRS990/TotalReportableCompFromOrgAmt031600
IRS990/TotalRevenueGrp/ExclusionAmt0401952
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0401952
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04914220
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04991186
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0900 8th Street Ste 525
IRS990/USAddress/CityNm0Wichita Falls
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076301
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kimberly A Holmes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09407664361
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Heart Trust
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0756459417
ReturnHeader/Filer/PhoneNum09407664361
ReturnHeader/Filer/USAddress/AddressLine1Txt0900 8th Street Ste 525
ReturnHeader/Filer/USAddress/CityNm0Wichita Falls
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076301
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810951857
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAH Accounting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0900 8th Street Suite 525
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wichita Falls

Document Assets

No mirrored PDF or thumbnail assets are attached yet.