Bert Broday Jr Trust Fbo Amer Heart Assn
SAINT LOUIS, MO EIN: 20-7318362
Financial Overview
From 2024 IRS Form 990-PF
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
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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
No grants recorded for .
Who else does Bert Broday Jr Trust Fbo Amer Heart Assn fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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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 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Florida $4.2M (100%)
States
Cities
St Petersburg
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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