SERVANTS HEART FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: SERVANTS HEART FOUNDATION INC (EIN 58-2218044)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-15
IRS object ID: 202403209349107935
Schema version: 2023v5.1
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
Schedule B
Accounting Fees Schedule
Depreciation Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Other Notes Loans Rcvbl Long Sch
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-15T17:41:32-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WITHUMSMITHBROWN PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1411 BROADWAY 9TH FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10018	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	582218044	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SERVANT'S HEART FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% PAUL A NEFF	InCareOfNm
Business Name Control	SERV	BusinessNameControlTxt
Phone	9497593456	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	14 CORPORATE PLAZA DRIVE Suite 200	AddressLine1Txt
City	NEWPORT BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92660	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PAUL A NEFF	PersonNm
Person Title	CEO/CHAIRMAN	PersonTitleTxt
Phone	9497593456	PhoneNum
Signature	2024-11-15	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	Israel Tannenbaum CPA	PreparerPersonNm
PTIN	P01589203	PTIN
Phone	2127519100	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$17,401,474	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$217,650	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$40,758	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$40,758	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$233,941	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$233,941	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$474,107	NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm	$341,754	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	-$389,713	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	-$348,358	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$576,743	TotalRevAndExpnssAmt
Total Net Invst Incm	$268,095	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$2,718	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$408	CompOfcrDirTrstNetInvstIncmAmt
Oth Empl Slrs Wgs Rev And Expnss	$130,105	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$26,598	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$69,721	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$4,405	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$1,762	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$0	PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$75,665	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$16,696	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$56,531	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$80,918	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$71,448	OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss	$14,952	InterestRevAndExpnssAmt
Interest Net Invst Incm	$14,952	InterestNetInvstIncmAmt
Taxes Rev And Expnss	$10,482	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$5,189	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$5,331	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$425	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$425	DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss	$61,468	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$30,119	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$31,349	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$24,319	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$24,319	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$95,903	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$18,268	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$48,152	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$501,360	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$185,865	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$235,403	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$831,853	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$831,853	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,333,213	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$185,865	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$1,067,256	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$756,470	ExcessRevenueOverExpensesAmt
Net Investment Income	$82,230	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$63,970	CashBOYAmt
Cash EOY	$125,598	CashEOYAmt
Cash EOYFMV	$125,598	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$483,392	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$120,941	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$120,941	SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl	$7,695	OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY	$0	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$7,695	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$7,695	OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY	$4,530,507	CorporateStockBOYAmt
Corporate Stock EOY	$4,300,993	CorporateStockEOYAmt
Corporate Stock EOYFMV	$4,300,993	CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis	$92,627	InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation	$89,710	InvstLandAccumDepreciationAmt
Land Bldg Investments BOY	$3,342	LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY	$2,917	LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV	$2,917	LandBldgInvestmentsEOYFMVAmt
Other Investments BOY	$11,967,950	OtherInvestmentsBOYAmt
Other Investments EOY	$12,843,330	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$12,843,330	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$17,049,161	TotalAssetsBOYAmt
Total Assets EOY	$17,401,474	TotalAssetsEOYAmt
Total Assets EOYFMV	$17,401,474	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$31,987	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$10,950	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$31,987	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$10,950	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$16,132,621	CapitalStockBOYAmt
Capital Stock EOY	$16,132,621	CapitalStockEOYAmt
Retained Earning BOY	$884,553	RetainedEarningBOYAmt
Retained Earning EOY	$1,257,903	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$17,017,174	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$17,390,524	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$17,049,161	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$17,401,474	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$17,017,174	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$756,470	ExcessRevenueOverExpensesAmt
Other Increases	$1,129,820	OtherIncreasesAmt
Subtotal	$17,390,524	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$17,390,524	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PUBLICLY TRADED SECURITIES	PropertyDesc
How Acquired	P	HowAcquiredCd
Sold	2023-12-31	SoldDt
Gain Or Loss	$341,754	GainOrLossAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$341,754	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,143	InvestmentIncomeExciseTaxAmt
Subtotal	$1,143	SubtotalAmt
Tax Based On Investment Income	$1,143	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$22,640	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$22,640	TotalPaymentsAndCreditsAmt
Overpayment	$21,497	OverpaymentAmt
Applied To ES Tax	$1,144	AppliedToESTaxAmt
Refund	$20,353	RefundAmt

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	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	PAUL A NEFF	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9497593456	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	14 CORPORATE PLAZA SUITE 200	AddressLine1Txt
City	NEWPORT BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	98660	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	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	Yes (true)	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
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	Yes (true)	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
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 (4 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL A NEFF
14 CORPORATE PLAZA DRIVE	SUITE 200	NEWPORT BEACH	CA	92660	PRESIDENT/CEO /CHAIRMAN	22.0	$0	$0	$0
KATHY A NEFF
14 CORPORATE PLAZA DRIVE	SUITE 200	NEWPORT BEACH	CA	92660	DIRECTOR	2.0	$0	$0	$0
RICHARD HAUGEN
14 CORPORATE PLAZA DRIVE	SUITE 200	NEWPORT BEACH	CA	92660	TREASURER	1.0	$2,718	$0	$0
LINDSEY HAUGEN
14 CORPORATE PLAZA DRIVE	SUITE 200	NEWPORT BEACH	CA	92660	SECRETARY	3.0	$0	$0	$0

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$4,501,903	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$369,633	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$12,405,640	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$17,277,176	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$17,277,176	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$259,158	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$17,018,018	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$850,901	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$850,901	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,143	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,143	TotalTaxAmt
Distributable Before Adj	$849,758	DistributableBeforeAdjAmt
Distributable Before Ded	$849,758	DistributableBeforeDedAmt
Distributable As Adjusted	$849,758	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,067,256	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$1,067,256	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$849,758	DistributableAsAdjustedAmt
Prior Year1	2021	PriorYear1Yr
Prior Year2	2020	PriorYear2Yr
Prior Year3	2019	PriorYear3Yr
Excess Distribution Cyov Yr5	$87,490	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$260,113	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$463,469	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,135,224	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$263,067	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$2,209,363	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,067,256	QualifyingDistributionsAmt
Applied To Current Year	$849,758	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$217,498	RemainingDistriFromCorpusAmt
Total Corpus	$2,426,861	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$87,490	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$2,339,371	ExcessDistriCyovToNextYrAmt
Excess From Year4	$260,113	ExcessFromYear4Amt
Excess From Year3	$463,469	ExcessFromYear3Amt
Excess From Year2	$1,135,224	ExcessFromYear2Amt
Excess From Year1	$263,067	ExcessFromYear1Amt
Excess From Current Year	$217,498	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	CountryRecipientForeignAddress/CountryCd	Foreign PostalRecipientForeignAddress/ForeignPostalCd	Address Line2RecipientUSAddress/AddressLine2Txt
AFRICA RENEWAL MINISTRY
Box 13733	San Antonio	TX	78213	N/A	PC	CHARITABLE PURPOSES	$50,598
ALARM INC
12225 Greenville Ave Ste 737	Dallas	TX	75243	N/A	PC	CHARITABLE PURPOSES	$2,500
CHALMERS CENTER
507 McFarland Rd Suite B	Lookout Mountain	GA	30750	N/A	PC	CHARITABLE PURPOSES	$50,000
CHILDRENS HOSPITAL
611 Saint Joseph Avenue	Marshfield	WI	54449	N/A	PC	CHARITABLE PURPOSES	$250
CITY OF HOPE
1500 E Duarte Rd	Duarte	CA	91010	N/A	PC	CHARITABLE PURPOSES	$500
DESERT CHRISTIAN ACADEMY
40700 Yucca Lane	Bermuda Dunes	CA	92203	N/A	PC	CHARITABLE PURPOSES	$110
EDEN MISSION
151 Strupe Rd	Lewisville	NC	27023	N/A	PC	CHARITABLE PURPOSES	$8,500
EVERY GENERATION MINISTRIES
PO Box 891179	Temecula	CA	92589	N/A	PC	CHARITABLE PURPOSES	$62,445
FAITH ADVENTURE MATERIALS
4705 Jackson Ave SE	Port Orchard	WA	98366	N/A	PC	CHARITABLE PURPOSES	$14,847
FATHER'S HEART MOBILITY
				N/A	PC	CHARITABLE PURPOSES	$25,000	PO Box 26083	Kampala	Uganda	UG	East Africa
FREE WHEELCHAIR MISSION
9341 Irvine Blvd	Irvine	CA	92618	N/A	PC	CHARITABLE PURPOSES	$52,500
FRISTERS
17971 Sky Park Circle Suite B -Bldg	Irvine	CA	92614	N/A	PC	CHARITABLE PURPOSES	$12,000
GLOBAL UNITES
4100 Newport Place Dr Suite 770	Newport Beach	CA	92660	N/A	PC	CHARITABLE PURPOSES	$3,600
GRACE OPENS DOORS INTERNATIONAL
3061 Carob Street	Newport Beach	CA	92660	N/A	PC	CHARITABLE PURPOSES	$20,000
HELPING HANDS MINISTRIES
PO box 337	Tallalah Falls	GA	30573	N/A	PC	CHARITABLE PURPOSES	$257
INT'L GENROSITY FOUNDATION
1901 Ulmerton Road	Clearwater	FL	33762	N/A	PC	CHARITABLE PURPOSES	$32,869						Ste 400
KERN CANCER FOUNDATION
6501 Truxtun Ave	Bakersfield	CA	93309	N/A	PC	CHARITABLE PURPOSES	$1,300
LIGHTHOUSE MINISTRIES
3620 Happy Valley Road	Lafayette	CA	94549	N/A	PC	CHARITABLE PURPOSES	$2,500						Ste 200
LIVING ROOM
PO Box 992094	Redding	CA	96099	N/A	PC	CHARITABLE PURPOSES	$60,000
MARINERS CHURCH
5001 Newport Coast Drive	Irvine	CA	92612	N/A	PC	CHARITABLE PURPOSES	$190,000
NATIONAL CHARITABLE CHRISTIAN FOUNDATION INC
1100 Johnson Ferry Road 900	Atlanta	GA	30342	N/A	PC	CHARITABLE PURPOSES	$25,000
NEW HORIZON FOUNDATION
5550 Tech Center Drive	Colorado Springs	CO	80919	N/A	PC	CHARITABLE PURPOSES	$85,000						suite 303
PRISON FELLOWSHIP
1856 Old Reston Aver	Reston	VA	20190	N/A	PC	CHARITABLE PURPOSES	$5,000
REFORMA
205 Regency Exe Park Dr Ste 430	Charlotte	NC	28217	N/A	PC	CHARITABLE PURPOSES	$20,000
ROSE WOMEN'S FOUNDATION
9619 Marathon Terr Apt 104	Gaithersburg	MD	20878	N/A	PC	CHARITABLE PURPOSES	$30,000
SUMMIT LANDING CONSERVANCY
PO Box 1775	Park City	UT	84060	N/A	PC	CHARITABLE PURPOSES	$5,000
THE FATHER HOUSE OF OC
245 W Birch	Brea	CA	92821	N/A	PC	CHARITABLE PURPOSES	$500
THE LEGACY CENTER
64-36 Myrtle Ave	Glendale	NY	11385	N/A	PC	CHARITABLE PURPOSES	$35,347
TUNNEL TO TOWERS
2361 Hylan Blvd	Staten Island	NY	10306	N/A	PC	CHARITABLE PURPOSES	$924
VIVA NETWORK
7912 Fairview Road	Boulder	CO	80303	N/A	PC	CHARITABLE PURPOSES	$14,000
WORLD BIBLE SOCIETY
PO Box 5000	Costa Mesa	CA	92628	N/A	PC	CHARITABLE PURPOSES	$10,000
10000 MINUTES
131 Coreopsis Court	Nashville	TN	370678680	N/A	PC	CHARITABLE PURPOSES	$11,030
GO FUND ME
855 Jefferson Ave	Los Angeles	CA	94063	N/A		CHARITABLE PURPOSES	$276

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$831,853	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$40,758	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$233,941	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	01	ExclusionCd
Exclusion	$633	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$474,107	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$749,439	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$749,439	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	HUDD SAFFELL CRUT	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	1001 DOVE STREET SUITE 195	AddressLine1Txt
City	NEWPORT BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92660	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$217,650	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$75,665	Amt
Net Investment Income	$16,696	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$56,531	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	OTHER INVESTMENTS	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$12,843,330	BookValueAmt
EOYFMV	$12,843,330	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROGRAM COSTS	$29,453
PAYROLL FEES	$1,000	$475	$525
OFFICE EXPENSE	$25,765	$13,140	$12,625
LICENSE & PERMITS	$30
MISCELLANEOUS	$18,669		$18,669
UTILITIES	$9,123	$4,653	$4,470
MINISTRY APPRECIATION	$11,863		$11,863

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
PARTNERSHIP INCOME	-$390,346	-$348,358
MISC INCOME	$633

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAINS	Desc
Amt	$1,129,820	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	NON-INTEREST BEARING NOTES PAYABLE	Desc
BOY Book Value	$31,987	BOYBookValueAmt
EOY Book Value	$10,950	EOYBookValueAmt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	OTHER NOTES & LOANS RECEIVABLE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Balance Due	$7,695	BalanceDueAmt
Interest	0	InterestRt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$80,918	Amt
Net Investment Income	$71,448	NetInvestmentIncomeAmt

SERVANTS HEART FOUNDATION INC: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Other Investment Income OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

Business Name BusinessName

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

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