2025-11-17T12:33:27-06:00 2024-12-31 411489071 SMITH SCHAFER AND ASSOC LTD 2575 COMMERCE DRIVE NW SUITE 200 ROCHESTER MN 55901 990PF 2024-01-01 851282127 HEARTWORKS INC HEAR 7153790293 3033 41ST STREET NW 200 ROCHESTER MN 55901 MATTHEW A NELSON PRESIDENT 7153790293 2025-11-17 1 1 ANDREW FORLITI P01961862 5072883277 2025-11-17 2024 2025-03-06 01:10:19Z X 6872451 X 12136698 467 467 467 -50362 1653546 0 0 11444 9156 2288 2288 12089091 467 2755 0 0 0 0 2429179 0 0 2429179 4125 412 0 3713 3500 350 0 3150 3795 0 0 3795 42503 0 42503 105045 0 0 105045 127711 0 0 127711 5641832 0 0 5641832 8357690 762 42503 8314425 0 0 8357690 762 42503 8314425 3731401 0 0 2884541 6503423 6503423 26306 39884 39884 377419 48275 219341 329144 329144 3130188 6872451 6872451 17513 28375 17513 28375 X 3112675 6844076 3112675 6844076 3130188 6872451 3112675 3731401 0 6844076 0 6844076 SALE OF 7350 SHARES OF AMAZON STOCK D 2024-12-26 2024-12-27 1653546 1703908 -50362 -50362 -50362 -50362 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 MN 1 0 0 0 0 1 WWW.HEARTWORKSINC.ORG MATTHEW A NELSON 7153790293 3033 41ST ST NW ROCHESTER MN 55901 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MATTHEW A NELSON 14200 8TH STREET OSSEO WI 54758 PRESIDENT 2.00 0 0 0 TIMOTHY NELSON 2104 FOLWELL RIDGE STREET SW ROCHESTER MN 55902 CHAIRMAN 2.00 0 0 0 TOWNSEND PORTER 600 BIRDIE LANE LONGBOAT KEY FL 34228 DIRECTOR 2.00 0 0 0 AMY DESHLER 2309 MEADOWCREEK DR DURHAM NC 27705 MANAGER 40.00 399530 0 0 JARETT ANDERSON 2433 TEE TIME ROAD SE ROCHESTER MN 55904 MANAGER 40.00 220000 0 0 ADAM ARMSTRONG 5401 DUVALL STREET NW ROCHESTER MN 55901 MANAGER 40.00 145000 0 0 MICHAEL LAI 2129 N 115TH STREET SEATTLE WA 98133 MANAGER 40.00 141923 0 0 MICHAEL GRILLO 3113 TOWNVIEW AVE NE MINNEAPOLIS MN 55418 MANAGER 40.00 139999 0 0 0 NONE 0 REDEFINE THE STANDARD OF CARE OF ALL CHILDREN WITH CONGENITAL HEART DEFECTS (CHD) AND PROVIDE DEVELOPMENT OF NEW THERAPIES TO TREAT CONGENITAL HEART DEFECTS (CHD) AND GIVE CHILDREN AND THEIR FAMILIES THE OPPORTUNITY TO LIVE A FULL AND ENRICHING LIFE. 0 0 0 4933331 369027 5302358 0 0 5302358 79535 5222823 261141 X 8314425 0 8314425 2020-06-01 X 0 0 42225 6259 48484 0 0 35891 5320 41211 8314425 6424158 1111076 0 15849659 0 0 0 0 0 8314425 6424158 1111076 0 15849659 6857566 3130188 1184023 513204 11684981 0 0 0 0 0 0 TIMOTHY NELSON X 0 0 14 467 18 -50362 2288 0 -49895 2288 -47607 10 SALE OF PRODUCTS TO PROVIDE THERAPIES TO TREAT CONGENITAL HEART DEFECT 0 0 0 0 0 0 0 0 0 0 X X 1 MARC STOLL 853 LA PARA AVE PALTO ALTO CA 943062648 20000 X 2 BEATS FOR BELLA 23 COPPER BEECH DR LAFAYETTE HILL PA 19444 85000 X 3 PORTER FAMILY FOUNDATION 600 BIRDIE LN LONGBOAT KEY FL 34228 65000 X 4 MARSHALL AND SUZANNE KIEL 4265 FLORA PL SAINT LOUIS MO 631103508 10000 X 5 JULIE GARBER N13975 SHAKY LN FAIRCHILD WI 54741 10000 X 6 HODGDON GROUP REALTY INC 1461 E COOLEY DR STE 230 COLTON CA 92324 5000 X 7 LASTING IMPRINT 38904 STATE HIGHWAY 99 SAINT PETER MN 560824064 5000 X 8 SUSAN AND RONALD KLOSSNER 3734 GLIDDEN 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EL CAMINO REAL APT B216 PALO ALTO CA 943064467 173822 X 22 BILL AND NATTHITA FONTI 1457 BAYSHORE DR JUNCTION CITY WI 544439005 5000 X 23 COMMUNITY FOUNDATION OF SARASOTA COUNTY-DAF 2635 FRUITVILLE RD SARASORTA FL 342375222 35000 X 24 COMMUNITY FOUNDATION TAMPA BAY -FAMILY FUND 4300 W CYPRESS ST STE 700 TAMPA FL 336074159 25000 X 25 DANIEL AND ROSLEEN DOYLE 5 STONEGATE DR BELLEAIR FL 337561687 5000 X 26 DEAN AND DIANNE TANELLA 718 SHORE DR E OLDSMAR FL 346774306 5274 X 27 DONOVAN AND PATRICIA SCOTT PO BOX 98 OCEAN SHORES WA 985690098 5000 X 28 FIDELITY CHARITABLE -DAF PO BOX 770001 CINCINATTI OH 452770001 5000 X 29 IMPACT ASSETS -DAF 4340 EAST WEST HWY STE 210 BETHESDA MD 208144653 10000 X 30 JASON AND JENNI PLANTE 1187 MCGREGOR DR EAU CLAIRE WI 547032028 34000 X 31 JOHN AND ASHELY BRUST 1290 NURSERY HILL CT ARDEN HILLS MN 551125766 8432 X 32 JON AND BRIANNA BERGNER 9020 VIRGINIA TER LORTON VA 220793251 10000 X 33 JONNYPOPS 13512 BUSINESS CENTER DR NW ELK RIVER MN 553304612 10439 X 34 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78 6489 SCISSOR LIFT XLG 10445 124 10321 LEGAL FEES 4125 412 0 3713 OFFICE AND SUPPLIES EXPENSES 61249 0 0 61249 ADVERTISING AND PROMOTION 120884 0 0 120884 MEMBERSHIPS AND SUBSCRIPTIONS 26750 0 0 26750 CONTRACT MANUFACTURING 3800000 0 0 3800000 SOFTWARE COSTS 326183 0 0 326183 REPAIRS AND MAINTENANCE 32097 0 0 32097 VEHICLE EXPENSE 5682 0 0 5682 MEALS AND ENTERTAINMENT 132709 0 0 132709 CLINICAL MONITORING SERVICES 5700 0 0 5700 CONTRACT RESEARCH SERVICES 1012928 0 0 1012928 INSURANCE 90338 0 0 90338 TRAINING 27312 0 0 27312 CONTRACTED FEES 3795 0 0 3795