WON HEART FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WON HEART FOUNDATION (EIN 20-8111990)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-10-16
- IRS object ID
- 202502899349100100
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-16T00:05:29-04:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261783184 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EYRING LEAVITT AND DRANEY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 142 ELDRIDGE RD STE C | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 774783106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208111990 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WON HEART FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WONH | BusinessNameControlTxt |
| Phone | 7132848708 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 142 ELDRIDGE RD STE C | AddressLine1Txt |
| City | SUGAR LAND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77478 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBINSON NIELSEN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7132848708 | PhoneNum |
| Signature | 2025-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM D LEAVITT | PreparerPersonNm |
| PTIN | P00539729 | PTIN |
| Phone | 2812012877 | PhoneNum |
| Preparation | 2025-10-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,410 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,410 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6,410 | InterestOnSavingsAdjNetIncmAmt |
| Total Rev And Expnss | $6,410 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,410 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,410 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $750 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,767 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,767 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,517 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,767 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$107 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,410 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,410 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $119,886 | CashBOYAmt |
| Cash EOY | $119,779 | CashEOYAmt |
| Corporate Stock BOY | $100,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $100,000 | CorporateStockEOYAmt |
| Total Assets BOY | $219,886 | TotalAssetsBOYAmt |
| Total Assets EOY | $219,779 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $219,886 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $219,779 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $219,886 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $219,779 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $219,886 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $219,779 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $219,886 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$107 | ExcessRevenueOverExpensesAmt |
| Subtotal | $219,779 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $219,779 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Ruling Letter | 2007-03-12 | RulingLetterDt |
| Investment Income Excise Tax | $89 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $89 | SubtotalAmt |
| Tax Based On Investment Income | $89 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $89 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBINSON NIELSEN | IndividualWithBooksNm |
| Phone | 7132848708 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2420 NEWTON | AddressLine1Txt |
| City | VIENNA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22181 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2022 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| S GIFFORD NIELSEN | ||||||||
| 47 EAST SOUTH TEMPLE | SALT LAKE CITY | UT | 84150 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| WENDY O NIELSEN | ||||||||
| 47 EAST SOUTH TEMPLE | SALT LAKE CITY | UT | 84150 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| KACEY OLSEN | ||||||||
| 123 E 2ND AVE APT 711 | SALT LAKE CITY | UT | 84103 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| KELLY HINTZE | ||||||||
| 178 HOBBLE CREEK CANYON | SPRINGVILLE | UT | 84663 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| GIFFORD J NIELSEN | ||||||||
| 19 N PALISADE DR | OREM | UT | 84097 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| ROBINSON NIELSEN | ||||||||
| 2420 NEWTON | VIENNA | VA | 22181 | EXECUTIVE DI | 000.00 | $0 | $0 | $0 |
| KOURTNEY NIELSEN | ||||||||
| 102 WHITFIELD RUN | PEACHTREE CITY | GA | 30269 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DANE NIELSEN | ||||||||
| 1706 HOLCOMBE CREEK ST | WINTER GARDEN | FL | 34787 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JESSICA L NIELSEN | ||||||||
| 2420 NEWTON ST | VIENNA | VA | 22181 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $50,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $116,268 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $166,268 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $166,268 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,379 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $160,889 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,044 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,044 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $89 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $89 | TotalTaxAmt |
| Distributable Before Adj | $7,955 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,955 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,955 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,767 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,767 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,955 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,143 | UndistributedIncomePYAmt |
| Qualifying Distributions | $5,767 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,767 | AppliedToYear1Amt |
| Taxable2 | $4,376 | Taxable2Amt |
| Undistributed Income CY | $7,955 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DESERT FIRST CHARITABLE FOUNDATION | |||||||
| 3999 W PARKWAY BLVD | WEST VALLEY CITY | UT | 84120 | NONE | 501(C)(3) | FUND CHARITABLE ACTIVITIES | $1,000 |
| HOPE RISING HEARTS ACROSS AFRICA | |||||||
| 4949 W CHERRYWOOD LN | W VALLEY CITY | UT | 841205754 | NONE | 501(C)(3) | FUND CHARITABLE ACTIVITIES | $4,767 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,767 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,410 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,410 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,410 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $750 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $100,000 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc |
|---|
| EXPENSES |
| BANK SERVICE CHARGES |
| OFFICE EXPENSES |