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Bert Broday Jr Trust Fbo The American Heart Association

Ac 72430100
  • Saint Louis, MO
  • Tax-exempt since March 2009
  • EIN: 20-7318362

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Diseases, Disorders, Medical Disciplines / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.57M (2024)

Expenses
$1.12M (2024)

Total Assets
$12.5M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2010 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,574,946
Expenses
$1,115,774
Net Income
$459,172
Net Assets
$12,541,888
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $33
0.0%
Interest Revenue $0
Dividends $362,425
23.0%
Sales of Assets $1,209,849
76.8%
Other Income $2,639
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $908,472
81.4%
Compensation of Officers* $134,287
12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $12,541,888
Total Liabilities $0
Net Assets $12,541,888
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $134,287 $0

Document Links

990-PF
Filed on May 6, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,002,126
Expenses
$1,059,924
Net Income
-$57,798
Net Assets
$11,953,770
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $342,833
34.2%
Sales of Assets $655,739
65.4%
Other Income $3,554
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $881,099
83.1%
Compensation of Officers* $126,709
12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $11,953,770
Total Liabilities $0
Net Assets $11,953,770
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $126,709 $0

Document Links

990-PF
Filed on May 7, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$227,130
Expenses
$1,093,548
Net Income
-$866,418
Net Assets
$12,135,641
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $366,266
> 100%
Sales of Assets -$142,714
Other Income $3,578
1.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $895,074
81.9%
Compensation of Officers* $129,276
11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $12,135,641
Total Liabilities $0
Net Assets $12,135,641
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $129,276 $0

Document Links

990-PF
Filed on May 9, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,244,998
Expenses
$1,010,015
Net Income
$234,983
Net Assets
$13,019,503
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $336,530
27.0%
Sales of Assets $905,944
72.8%
Other Income $2,524
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $835,521
82.7%
Compensation of Officers* $137,776
13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $13,019,503
Total Liabilities $0
Net Assets $13,019,503
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $137,776 $0

Document Links

990-PF
Filed on Nov. 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$846,789
Expenses
$977,101
Net Income
-$130,312
Net Assets
$12,729,022
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $320,939
37.9%
Sales of Assets $524,286
61.9%
Other Income $1,564
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $830,582
85.0%
Compensation of Officers* $127,142
13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $12,729,023
Total Liabilities $1
Net Assets $12,729,022
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $127,142 $0

Document Links

990-PF
Filed on Nov. 9, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$681,951
Expenses
$982,993
Net Income
-$301,042
Net Assets
$9,802,378
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $420,895
61.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $257,986
37.8%
Net Inventory Sales $0
Other Revenue $3,070
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $126,059
12.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,802,378
Total Liabilities $0
Net Assets $9,802,378

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$890,718
Expenses
$994,872
Net Income
-$104,154
Net Assets
$13,206,849
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $386,496
43.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $501,354
56.3%
Net Inventory Sales $0
Other Revenue $2,868
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $127,191
12.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,206,849
Total Liabilities $0
Net Assets $13,206,849

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$829,980
Expenses
$975,468
Net Income
-$145,488
Net Assets
$13,349,376
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $359,110
43.3%
Bond Proceeds $0
Royalties $710
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $349,928
42.2%
Net Inventory Sales $0
Other Revenue $120,232
14.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $125,293
12.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,349,376
Total Liabilities $0
Net Assets $13,349,376

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$579,108
Expenses
$991,941
Net Income
-$412,833
Net Assets
$13,494,540
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $323,817
55.9%
Bond Proceeds $0
Royalties $559
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $238,668
41.2%
Net Inventory Sales $0
Other Revenue $16,064
2.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $142,965
14.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,494,540
Total Liabilities $0
Net Assets $13,494,540

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$630,717
Expenses
$1,010,922
Net Income
-$380,205
Net Assets
$13,907,076
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $328,925
52.2%
Bond Proceeds $0
Royalties $1,252
0.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $291,197
46.2%
Net Inventory Sales $0
Other Revenue $9,342
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $149,401
14.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,907,076
Total Liabilities $0
Net Assets $13,907,076

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,076,396
Expenses
$1,007,562
Net Income
$68,834
Net Assets
$14,286,847
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $394,015
36.6%
Bond Proceeds $0
Royalties $3,137
0.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $678,064
63.0%
Net Inventory Sales $0
Other Revenue $1,178
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $153,698
15.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,286,847
Total Liabilities $0
Net Assets $14,286,847

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$871,599
Expenses
$990,735
Net Income
-$119,136
Net Assets
$14,217,198
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $354,997
40.7%
Bond Proceeds $0
Royalties $2,883
0.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $513,382
58.9%
Net Inventory Sales $0
Other Revenue $336
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $150,140
15.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,217,198
Total Liabilities $0
Net Assets $14,217,198

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$544,905
Expenses
$988,023
Net Income
-$443,118
Net Assets
$14,335,557
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $406,551
74.6%
Bond Proceeds $0
Royalties $4,483
0.8%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $131,440
24.1%
Net Inventory Sales $0
Other Revenue $2,430
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $146,567
14.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,335,557
Total Liabilities $0
Net Assets $14,335,557

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$775,149
Expenses
$1,020,482
Net Income
-$245,333
Net Assets
$14,777,797
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $478,566
61.7%
Bond Proceeds $0
Royalties $5,392
0.7%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $282,822
36.5%
Net Inventory Sales $0
Other Revenue $8,368
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $173,070
17.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,777,797
Total Liabilities $0
Net Assets $14,777,797

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,494,674
Expenses
$982,430
Net Income
$3,512,244
Net Assets
$15,022,083
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $387,562
8.6%
Bond Proceeds $0
Royalties $4,955
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,084,917
90.9%
Net Inventory Sales $0
Other Revenue $17,239
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $173,269
17.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,022,083
Total Liabilities $0
Net Assets $15,022,083

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

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E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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