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Nonprofit · EIN 20-7318362

BERT BRODAY JR TRUST FBO THE AMERICAN HEART ASSOCIATION

Also known as AC 72430100

Tax-exempt · SAINT LOUIS, MO 63166

Financials

$1M$1.1M2023$1.6M$1.1M2024$2M$1.2M2025
Revenue Expenses · by fiscal year end
Financials of BERT BRODAY JR TRUST FBO THE AMERICAN HEART ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,976,917$1,152,683$824,234$13,370,892$0$13,370,892
December 31, 2024990-PF$1,574,946$1,115,774$459,172$12,541,888$0$12,541,888
December 31, 2023990-PF$1,002,126$1,059,924-$57,798$11,953,770$0$11,953,770
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$93
Dividends
$385,891
Net gain from sales of assets
$1,588,585
Other income
$2,348

Expenses

Grants and similar amounts paid
$911,970
Compensation of officers, directors and key employees
$138,849
Disbursements for charitable purposes
$927,641
Excise tax on investment income
$24,564

Balance sheet and other

Total assets, start of year
$12,541,888
Total assets, end of year
$13,370,892
Total liabilities, end of year
$0
Net assets, end of year
$13,370,892
Fair market value of assets
$19,743,377
Qualifying distributions
$927,641
Net investment income
$1,962,082

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTON SALEM, NC 27101
TRUSTEE1$138,849
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5 D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$134,287
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
WELLS FARGO BANK N A
100 N MAIN ST FL 5D4001-052, WINSTONSALEM, NC 27101
TRUSTEE1$126,709

Address and contacts

Address (IRS master file)
PO BOX 505, SAINT LOUIS, MO 63166-0505
In care of
% WELLS FARGO BANK NA TTEE
Signed the 990-PF
-, TRUSTEE
Phone
(336) 747-8667
Return prepared by
PWC US TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-7318362
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2009
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$13,370,892
Income (IRS master file)
$6,596,323

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,976,917$1,152,683$13,370,892IRS
990-PFDecember 2024$1,574,946$1,115,774$12,541,888IRS
990-PFDecember 2023$1,002,126$1,059,924$11,953,770XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-7318362).

Questions about BERT BRODAY JR TRUST FBO THE AMERICAN HEART ASSOCIATION

What is the EIN of BERT BRODAY JR TRUST FBO THE AMERICAN HEART ASSOCIATION?
The employer identification number (EIN) of BERT BRODAY JR TRUST FBO THE AMERICAN HEART ASSOCIATION is 20-7318362.
Is BERT BRODAY JR TRUST FBO THE AMERICAN HEART ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to BERT BRODAY JR TRUST FBO THE AMERICAN HEART ASSOCIATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERT BRODAY JR TRUST FBO THE AMERICAN HEART ASSOCIATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BERT BRODAY JR TRUST FBO THE AMERICAN HEART ASSOCIATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BERT BRODAY JR TRUST FBO THE AMERICAN HEART ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of BERT BRODAY JR TRUST FBO THE AMERICAN HEART ASSOCIATION?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $138,849 (WELLS FARGO BANK N A, TRUSTEE).
How much revenue does BERT BRODAY JR TRUST FBO THE AMERICAN HEART ASSOCIATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,976,917, expenses of $1,152,683 and total assets of $13,370,892 at year end.

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