Bert Broday Jr Trust Fbo Amer Heart Assn

SAINT LOUIS, MO EIN: 20-7318362

Diseases, Disorders & Medical Disciplines

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

+0.0% YoY

Avg Grant Size

$893K

+3.0% YoY

Under IRS private-foundation payout rules, Bert Broday Jr Trust Fbo Amer Heart Assn reported a distributable amount of $903K for 2024 — the minimum it must pay out in qualifying distributions.

About Bert Broday Jr Trust Fbo Amer Heart Assn

Based on IRS filings

Focus Areas

Diseases, Disorders & Medical Disciplines

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $4.2M (100%)

States

Florida

Cities

St Petersburg

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2024 grants, the largest include American Heart Association ($893,318).

Recipient	Purpose	Amount
AMERICAN HEART ASSOCIATION ST PETERSBURG, FL	GENERAL OPERATING	$893,318

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

Diseases, Disorders & Medical Disciplines

Frequently Asked Questions

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 $12.5M in total assets as of 2024.

How large is Bert Broday Jr Trust Fbo Amer Heart Assn?

As of 2024, Bert Broday Jr Trust Fbo Amer Heart Assn holds $12.5M in total assets with $1.6M in annual revenue. It awarded 1 grants totaling $893K in 2024.

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 size grants does Bert Broday Jr Trust Fbo Amer Heart Assn award?

In 2024, Bert Broday Jr Trust Fbo Amer Heart Assn awarded 1 grants totaling $893K — an average of about $893K per grant, based on its IRS Form 990 filings.

How much is Bert Broday Jr Trust Fbo Amer Heart Assn required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bert Broday Jr Trust Fbo Amer Heart Assn reported a distributable amount of $903K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.