AUMdb

Jefferson D Shatford Memorial Tr 0369260

EIN 136029993 · 501(c)(3) · Private foundation · Tarrytown, NY · recognized 1960

Assets
$9.5M
Revenue
$952K
Expenses
$402K
Investment income
$905K

Form 990 fiscal year ended 12/31/2024

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.

None reported.

Officers & directors

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

Name Title Compensation Other
Jp Morgan Chase Bank N A Trustee $15,644 $0
Midland Trust Company Trustee $11,494 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2024 $9.5M $952K $402K 990 990PF · obj 202532589349100308 IRS ↗
12/31/2023 $8.6M $560K $467K 990 990PF · obj 202532589349100533 IRS ↗