Brooke M Lessig And Inge M Lessig Trust Tw American Heart Associatio

Personal Trust Tax Dept

Saint Louis, MO
Tax-exempt since Sept. 1993
EIN: 23-6791281

Type of Nonprofit

Designated as a 501(c)(3) 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.

Donations to this organization are tax deductible.

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 Aug.
2025

Revenue

$41,157

Expenses

$73,306

Net Income

-$32,149

Net Assets

$803,232

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,834	65.2%
Sales of Assets	$14,323	34.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,148	67.0%
Compensation of Officers*	$26,110	35.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$803,232
Total Liabilities	$0
Net Assets	$803,232

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$17,407	$0
Richard Wells (Co Trustee)	$8,703	$0

990-PF

Filed on Dec. 24, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2024

Revenue

$38,238

Expenses

$71,447

Net Income

-$33,209

Net Assets

$835,344

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,918	70.4%
Sales of Assets	$10,754	28.1%
Other Income	$566	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,957	68.5%
Compensation of Officers*	$24,471	34.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$835,344
Total Liabilities	$0
Net Assets	$835,344

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$16,314	$0
Richard Wells (Co Trustee)	$8,157	$0

990-PF

Filed on Jan. 15, 2025

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2023

Revenue

-$33,483

Expenses

$74,456

Net Income

-$107,939

Net Assets

$868,573

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,768
Sales of Assets	-$60,266
Other Income	$15

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,401	70.4%
Compensation of Officers*	$23,924	32.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$868,573
Total Liabilities	$0
Net Assets	$868,573

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$15,950	$0
Richard Wells (Co Trustee)	$7,974	$0

990-PF

Filed on Dec. 20, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2022

Revenue

$75,368

Expenses

$78,002

Net Income

-$2,634

Net Assets

$975,886

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,555	40.5%
Sales of Assets	$44,813	59.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,626	66.2%
Compensation of Officers*	$27,228	34.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$975,886
Total Liabilities	$0
Net Assets	$975,886

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Co Trustee)	$18,152	$0
Richard Wells (Co Trustee)	$9,076	$0

990-PF

Filed on Jan. 13, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2021

Revenue

$109,285

Expenses

$75,159

Net Income

$34,126

Net Assets

$978,346

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,163	25.8%
Sales of Assets	$81,122	74.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,515	75.2%
Compensation of Officers*	$33,630	44.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$978,346
Total Liabilities	$0
Net Assets	$978,346

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$18,344	$0
Richard Wells (Co Trustee)	$15,286	$0

990-PF

Filed on Nov. 16, 2023

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

View Filing

Schedules ▼

PDF XML

View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Aug.
2020

Revenue

$80,598

Expenses

$71,123

Net Income

$9,475

Net Assets

$944,260

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,263	30.1%
Sales of Assets	$56,335	69.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,289	76.3%
Compensation of Officers*	$25,205	35.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$944,261
Total Liabilities	$1
Net Assets	$944,260

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank N A (Trustee)	$16,627	$0
Richard Wells (Co Trustee)	$8,578	$0

990-PF

Filed on Jan. 11, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2019

Revenue

$92,454

Expenses

$75,869

Net Income

$16,585

Net Assets

$934,843

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,532	25.5%
Sales of Assets	$68,922	74.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,053	76.5%
Compensation of Officers*	$25,077	33.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$934,844
Total Liabilities	$1
Net Assets	$934,843

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$16,756	$0
Richard Wells (Co Trustee)	$8,321	$0

990-PF

Filed on Jan. 9, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2018

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

990-PF

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

PDF

Fiscal Year Ending Aug.
2017

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

990-PF

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

PDF

Fiscal Year Ending Aug.
2016

Revenue

$23,742

Expenses

$74,620

Net Income

-$50,878

Net Assets

$941,551

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,475	77.8%
Sales of Assets	$5,267	22.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,590	77.2%
Compensation of Officers*	$25,076	33.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$941,551
Total Liabilities	$0
Net Assets	$941,551

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Aug.
2015

Revenue

$65,376

Expenses

$77,442

Net Income

-$12,066

Net Assets

$993,105

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,668	31.6%
Sales of Assets	$44,708	68.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,198	71.3%
Compensation of Officers*	$27,655	35.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$993,105
Total Liabilities	$0
Net Assets	$993,105

990-PF

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

PDF

Fiscal Year Ending Aug.
2014

Revenue

$66,101

Expenses

$72,323

Net Income

-$6,222

Net Assets

$1,005,539

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,867	31.6%
Sales of Assets	$45,234	68.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,235	69.5%
Compensation of Officers*	$27,750	38.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,005,539
Total Liabilities	$0
Net Assets	$1,005,539

990-PF

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

PDF

Fiscal Year Ending Aug.
2013

Revenue

$52,837

Expenses

$79,859

Net Income

-$27,022

Net Assets

$1,012,301

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,932	41.5%
Sales of Assets	$30,905	58.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,316	74.3%
Compensation of Officers*	$26,844	33.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,012,301
Total Liabilities	$0
Net Assets	$1,012,301

990-PF

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

PDF

Fiscal Year Ending Aug.
2012

Revenue

$17,718

Expenses

$57,359

Net Income

-$39,641

Net Assets

$1,036,215

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,662	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,771	79.8%
Compensation of Officers*	$20,282	35.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,036,216
Total Liabilities	$1
Net Assets	$1,036,215

990-PF

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

PDF

Fiscal Year Ending Aug.
2011

Revenue

$33,228

Expenses

$67,930

Net Income

-$34,702

Net Assets

$1,076,959

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,018	93.3%
Sales of Assets	$2,210	6.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,433	77.2%
Compensation of Officers*	$19,303	28.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,076,959
Total Liabilities	$0
Net Assets	$1,076,959

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 »

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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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Updated April 20, 2026

Brooke M Lessig And Inge M Lessig Trust Tw American Heart Associatio

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Aug. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Aug. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Aug. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2011

Fiscal Year Ending Aug.
2025

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005

Fiscal Year Ending Aug.
2004

Fiscal Year Ending Aug.
2003

Fiscal Year Ending Aug.
2002