BERT BRODAY JR TRUST FBO AMER HEART ASSN
https://N/ATotal 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–$881K
grant size
100%
deep partner · 1/1 multi-year
repeat
$20.2M
Assets · 2021
1
Distinct recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
3367478667
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
$881K
Maximum
$881K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| WELLS FARGO BANK NA | TRUSTEE | $138K |
| WELLS FARGO BANK N A | TRUSTEE | $127K |
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 |