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 2025. As of 2025, the organization holds $13.4M in total assets. In 2025, it awarded 1 grant totaling $912K. Net investment income was $1.8M.
Key facts about Bert Broday Jr Trust FBO Amer Heart Assn
In short: Bert Broday Jr Trust FBO Amer Heart Assn gave $912K across 1 grant in 2025 (avg $912K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- EIN
- 20-7318362
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $911,970
- Grants made (2025)
- 1
- Average grant
- $911,970
- Median grant
- $911,970
- Total assets
- $13,370,892
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$13.4M
+6.6% YoY
Annual Giving
$912K
+2.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$912K
+2.1% YoY
Under IRS private-foundation payout rules, Bert Broday Jr Trust FBO Amer Heart Assn reported a distributable amount of $931K for 2025 — the minimum it must pay out in qualifying distributions.
How Bert Broday Jr Trust FBO Amer Heart Assn gives
- Giving held roughly steady from 2022 to 2025 (+4%). Method
- In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $798K (2020) to $912K (2025). In 2025 it made 1 grant totaling $912K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was American Heart Association ($912K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $500K–1M range: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Heart Association St Petersburg, FL | General Operating | $911,970 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $13,370,892 | $12,541,888 | $11,953,770 |
| Revenue | $1,976,917 | $1,574,946 | $1,002,126 |
| Expenses | $1,152,683 | $1,115,774 | $1,059,924 |
| Qualifying Distributions | $927,641 | $908,472 | $881,099 |
| Net Investment Income | $1,767,203 | $1,372,352 | $821,993 |
| Distributable Amount | $930,526 | $902,643 | $804,960 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Bert Broday Jr Trust FBO Amer Heart Assn's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2022
1 hr/week
$129K (2022) → $139K (2025)
Former officers (1)
- Former: Wells Fargo Bank NA (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $139K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Bert Broday Jr Trust FBO Amer Heart Assn
How much does Bert Broday Jr Trust FBO Amer Heart Assn give each year?
Bert Broday Jr Trust FBO Amer Heart Assn gave $912K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $893K across 1 grant.
How large is Bert Broday Jr Trust FBO Amer Heart Assn?
Bert Broday Jr Trust FBO Amer Heart Assn reported $13.4M in total assets on its 2025 IRS Form 990-PF. It paid out $928K in qualifying distributions that year, against a required minimum of $931K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is 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. It holds $13.4M in total assets as of 2025.
Where does Bert Broday Jr Trust FBO Amer Heart Assn operate?
Bert Broday Jr Trust FBO Amer Heart Assn has awarded grants in Florida.
What is Bert Broday Jr Trust FBO Amer Heart Assn's EIN?
Bert Broday Jr Trust FBO Amer Heart Assn's EIN (Employer Identification Number) is 20-7318362. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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