EIN 20-7318362

Bert Broday JR Trust Fbo Amer Heart Association

IRS 501(c) type
501(c)(3)
Num. employees
1
State
Year formed
2009
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The mission of the Trust is to invest and manage assets for the production of income to be distributed to the American Heart Association (aha) and for the growth of assets which will be distributed to aha upon termination of Trust in.
Also known as...
Bert Broday JR Trust Fbo Am Heart Association Wells Fargo Bank Na Ifs F; Ac 72430100
Total revenues
$1,002,126
2023
Total expenses
$1,059,924
2023
Total assets
$11,953,770
2023
Num. employees
1
2023

Program areas at Bert Broday JR Trust Fbo Amer Heart Association

The trust will annually pay the American Heart Association (AHA) 5% of the average of the net fair market value of the assets of the trust over the preceding five year period to be used to fund the various programs of the AHA

Financials for Bert Broday JR Trust Fbo Amer Heart Association

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$342,833
Net rental income$0
Net gain from sale of non-inventory assets$655,739
Gross sales of inventory$0
Miscellaneous revenues$3,554
Total revenues$1,002,126

Form 990s for Bert Broday JR Trust Fbo Amer Heart Association

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-07990PFView PDF
2022-122023-05-09990PFView PDF
2021-122022-11-09990PFView PDF
2020-122021-11-09990PFView PDF
2019-122022-02-07990View PDF
...and 10 more Form 990s
Data update history
July 28, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 21, 2023
Posted financials
Added Form 990PF for fiscal year 2022
July 3, 2023
Updated personnel
Identified 1 new personnel
July 1, 2023
Posted financials
Added Form 990PF for fiscal year 2020
June 2, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Health
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donations
General information
Address
6325 S Rainbow Blvd Ste 300
Las Vegas, NV 89118
Metro area
Las Vegas-Henderson-Paradise, NV
County
Clark County, NV
Phone
(336) 747-8667
IRS details
EIN
20-7318362
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2009
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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