BERT BRODAY JR TRUST FBO THE AMERICAN HEART ASSOCIATION

BERT BRODAY JR TRUST FBO THE AMERICAN HEART ASSOCIATION · GetFunded

Financials

Giving

$881K

FY2023 · qualifying distributions

Total assets

$12M

FY2023 · end of year

Revenue

$1M

FY2023

Expenses

$1.1M

FY2023

Giving by year

Total assets by year

Year	Form	Revenue	Expenses	Giving	Assets	Net assets
FY2023	990-PF	$1,002,126	$1,059,924	$881,099	$11,953,770

Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.

Officers and directors

Name	Title	Hours / week	Compensation
Wells Fargo Bank N A	TRUSTEE	1	$126,709

From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.

BERT BRODAY JR TRUST FBO THE AMERICAN HEART ASSOCIATION

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What its returns show

BERT BRODAY JR TRUST FBO THE AMERICAN HEART ASSOCIATION

Can I apply?

What its returns show

Financials

Grants paid

Officers and directors