Bert Broday Jr Trust Fbo Amer Heart Assn
Bert Broday Jr Trust Fbo Amer Heart Assn is a private foundation focused on Diseases, Disorders & Medical Disciplines, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $12.5M in total assets. In 2024, it awarded 1 grants totaling $893K. Net investment income was $1.4M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$12.5M
+4.9% YoY
Annual Giving
$893K
+3.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$893K
+3.0% YoY
About Bert Broday Jr Trust Fbo Amer Heart Assn
Based on IRS filings
Bert Broday Jr Trust Fbo Amer Heart Assn is a private foundation focused on Diseases, Disorders & Medical Disciplines, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $12.5M in total assets. In 2024, it awarded 1 grants totaling $893K. Net investment income was $1.4M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $12,541,888 | $11,953,770 | $12,135,641 |
| Revenue | $1,574,946 | $1,002,126 | $227,130 |
| Expenses | $1,115,774 | $1,059,924 | $1,093,548 |
| Qualifying Distributions | $908,472 | $881,099 | $895,074 |
| Net Investment Income | $1,372,352 | $821,993 | $185,041 |
| Distributable Amount | $902,643 | $804,960 | $540,690 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A | TRUSTEE | 1 | $134,287 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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