2024-04-15T03:08:56-04:00 2023-12-31 990PF 2023-01-01 261856868 ELIZABETHS HEART FOUNDATION % James Rower ELIZ 9517680573 17370 TARTAN TER RAMONA CA 920656965 Judith Rower President 2024-04-15 Judith Rower XXX-XX-XXXX 2023 2023-04-26 12:10:37Z X 1004321 X 0 X 36245 36245 0 24358 592639 24358 0 0 0 0 0 4035 4035 0 64638 64638 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2835 0 0 0 0 0 0 0 0 0 0 0 10474 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 184 6 0 0 13493 6 0 0 38000 38000 51493 6 0 38000 13145 64632 0 767662 306626 306626 0 0 0 0 77557 123517 123517 146313 574178 574178 0 0 0 0 0 0 0 991532 1004321 1004321 0 0 0 0 0 0 0 0 0 0 0 0 0 X 991532 1004321 991532 1004321 991532 1004321 991532 13145 1004677 356 1004321 Public Traded Securities 11975 0 10810 1165 1165 Public Traded Securities 21945 0 20040 1905 1905 Public Traded Securities 20187 0 15105 5082 5082 Public Traded Securities 15644 0 20296 -4652 -4652 Public Traded Securities 8428 0 10103 -1675 -1675 Public Traded Securities 11250 0 10375 875 875 Public Traded Securities 8015 0 10496 -2481 -2481 Public Traded Securities 12144 0 10700 1444 1444 Public Traded Securities 21300 0 20492 808 808 Public Traded Securities 8628 0 9600 -972 -972 Public Traded Securities 20820 0 17733 3087 3087 Public Traded Securities 22670 0 22126 544 544 Public Traded Securities 8918 0 10067 -1149 -1149 Public Traded Securities 32285 0 22429 9856 9856 Public Traded Securities 9375 0 11048 -1673 -1673 Public Traded Securities 16840 0 15202 1638 1638 Public Traded Securities 10833 0 10134 699 699 Public Traded Securities 25460 0 23744 1716 1716 Public Traded Securities 12975 0 11023 1952 1952 Public Traded Securities 2896 0 3919 -1023 -1023 Public Traded Securities 7541 0 9696 -2155 -2155 Public Traded Securities 22206 0 20340 1866 1866 Public Traded Securities 21996 0 20171 1825 1825 Public Traded Securities 59000 0 54743 4257 4257 Public Traded Securities 19300 0 18108 1192 1192 Public Traded Securities 3000 0 2928 72 72 Public Traded Securities 50000 0 48265 1735 1735 Public Traded Securities 30000 0 28851 1149 1149 Public Traded Securities 8064 0 9692 -1628 -1628 Public Traded Securities 20231 0 19889 342 342 Public Traded Securities 17300 0 15731 1569 1569 Public Traded Securities 12579 0 15200 -2621 -2621 Public Traded Securities 18834 0 19225 -391 -391 24358 898 898 898 145 0 0 145 753 0 0 false false false 0 0 0 false false false false true true CA NV true false false false false true N/A James Rower 9517680573 17370 TARTAN TER RAMONA CA 920656965 false false false false false false false false false false false false false false false false false false false false false Judith Rower 17370 Tartan Ter Ramona CA 92065 President 1.00 0 0 0 James Rower 17370 Tartan Ter Ramona CA 92065 Trustee 2.00 0 0 0 James Rower 17370 Tartan Ter Ramona CA 92065 Treasurer 1.00 0 0 0 None - private non-operating foundation None 0 983645 0 0 983645 0 0 983645 14755 968890 48445 48445 898 0 898 47547 0 47547 0 47547 38000 0 0 0 0 38000 47547 34863 2021 620 0 38000 34863 620 2517 0 0 0 0 45030 0 None None X Howard's Heart 3901 SE 146th Ave Portland OR 97236 No Relationship NC Support for Foster Youth programs 26000 Community Circle Food Pantry 69 East Pine Avenue Washington PA 15301 No Relationship NC Food resources for families in need 2000 Just In Time for Foster Youth 4560 Alvarado Canyon Rd Ste 2G San Diego CA 92120 No Relationship NC Support for youth aging out of foster care 10000 38000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14 36245 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14 14 0 0 18 24358 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 60617 0 60617 false false false false false false false false false false Tax Preparation Fee- David Trimnar 2835 0 0 0 In 2022 we made a calculation error and accidentally under-distributed. Form 4720 was filed with 2022 taxes and associated fine was paid. We made up the missing distribution in early 2023 as soon as we discovered it. Alliance Resource Partners LP UT Ltd 0 0 Annaly Capital Mgmt 0 0 Berkley WR Corp 0 0 Coca Cola 0 0 Enterpirse Prods Partners LP Com 0 0 Exxon 0 0 Medtronic 9886 9886 Allison Trans Holdings Inc 20353 20353 Beldon Inc 15450 15450 Netease Inc 17700 17700 Merck & Co 21804 21804 SSR Mining Inc 0 0 T Rowe Price Dyn Gl Bond 48004 48004 Fidelity 500 Index Fund 123865 123865 Fidelity US Sustainability 99953 99953 Fidelity Large Cap Growth 95111 95111 Fidelity Floating Rt Hi Income 103644 103644 Tenaris S. A Spons ADS 0 0 Enerplus US Corp 18408 18408 77557 123517 123517 123517 Change in investment value 356 Registered Agent Service Fee 49 0 0 0 California Annual Registration of Charities 100 0 0 0 Postage 29 0 0 0 Investment Transaction Fees 6 6 0 0 Gain subject to recapture as ordinary income upon sale of PTP - ARLP 1397 1397 0 Gain subject to recapture as ordinary income upon sale of PTP - EPP 2638 2638 0 Foreign Taxes paid 28 0 0 0 Federal Taxes paid for 2023 for 990-PF 145 0 0 0 IRS form 990-PF for 2022 10115 0 0 0 IRS form 4720 for 2022 186 0 0 0