AUMdb

St Bernadette Caritas Society Endowment Fund

EIN 202520875 · 501(c)(3) · Public charity · Westlake, OH · recognized 2007

Assets
$2.8M
Revenue
$296K
Expenses
$41.5K
Investment income
$235K

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
Lauren Defazio President $0 $0
Patrick Kelly Treasurer $0 $0
Tim Buckley Director $0 $0
Kent Castelluccio Treasurer $0 $0
Dena Adler Director $0 $0
Catherine Myers Director $0 $0
John Lipaj Director $0 $0
Brad Norton Director $0 $0