BERT Broday Jr Trust FBO AMER Heart ASSN
EIN 207318362 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2020–2023
$3.3M
4 grants · $837K avg/year
based on 4 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$834K
typical big bets · $800K–$871K
grant size
100%
deep partner · 1/1 multi-year
repeat
$17.7M
Assets (2023)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(336) 747-8667
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $798K | $18.8M | $847K | 1 |
| 2021 | $800K | $20.2M | $1.2M | 1 |
| 2022 | $881K | $15.5M | $227K | 1 |
| 2023 | $867K | $17.7M | $1.0M | 1 |
Grant Size Distribution
Based on 4 grants on record
Minimum
$798K
25th Pctl
$800K
Median
$834K
Average
$837K
75th Pctl
$871K
Maximum
$881K
Geographic Distribution
Officers & Directors
WA
Wells Fargo Bank N a
2 yrs
Trustee
WA
Wells Fargo Bank N a
2 yrs
Trustee
WN
Wells Fargo Bank NA
2 yrs
Trustee
WN
Wells Fargo Bank NA
2 yrs
Trustee
Grants Awarded (4 total)
| Purpose | ||||
|---|---|---|---|---|
| American Heart Association | St Petersburg, FL | $881,090 | GENERAL OPERATING | 2022 |
| American Heart Association | St Petersburg, FL | $867,322 | GENERAL OPERATING | 2023 |
| American Heart Association | St Petersburg, FL | $800,066 | GENERAL OPERATING | 2021 |
| American Heart Association | St Petersburg, FL | $797,806 | GENERAL OPERATING | 2020 |
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