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Bert Broday Jr Trust Fbo The American Heart Association is a private trust based in SAINT LOUIS, MO. The foundation received its IRS ruling in 2009. The principal officer is Wells Fargo Bank Na Ttee. It holds total assets of $12.5M. Annual income is reported at $5.5M. The foundation is governed by 1 officer or trustee. The foundation operates in the area of health. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. According to available records, Bert Broday Jr Trust Fbo The American Heart Association has made 2 grants totaling $1.7M, with a median grant of $874K. The foundation has distributed between $867K and $881K annually from 2022 to 2023. Individual grants have ranged from $867K to $881K, with an average award of $874K. Grant recipients are concentrated in Florida. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Bert Broday Jr Trust Fbo The American Heart Association primarily funds organizations in the area of health. Based on available records, the foundation has funded 2 grants. Its grantmaking reaches organizations primarily in FL.
Bert Broday Jr Trust Fbo The American Heart Association has distributed a total of $1.7M across 2 grants. The median grant size is $874K, with an average of $874K. Individual grants have ranged from $867K to $881K.
Bert Broday Jr Trust Fbo The American Heart Association typically selects its grantees rather than accepting unsolicited proposals.
Bert Broday Jr Trust Fbo The American Heart Association is headquartered in SAINT LOUIS, MO.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Wells Fargo Bank N A | TRUSTEE | $129K | $0 | $129K |
Total Giving
$1.1M
Total Assets
$12M
Fair Market Value
$17.7M
Net Worth
$12M
Grants Paid
$867K
Contributions
N/A
Net Investment Income
$822K
Distribution Amount
$805K
Total: $8.6M
Total Grants
2
Total Giving
$1.7M
Average Grant
$874K
Median Grant
$874K
Unique Recipients
1
Most Common Grant
$881K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| American Heart AssociationGENERAL OPERATING | St Petersburg, FL | $867K | 2023 |