AUMdb

Trust U/W Amy Lowell 10 Th Clause Conrad W Oberdorfer Tr

EIN 046016148 · 501(c)(3) · Public charity · Boston, MA · recognized 1966

Assets
$31.3M
Revenue
$1.7M
Expenses
$1.2M
Investment income
$1.8M

Form 990 fiscal year ended 11/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Choate Hall & Stewart Llp Invest mgmnt, recordkeeping, legal $189,170

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
William A Lowell Trustee $27,025 $0
Charles A Cheever Trustee $0 $0