AUMdb

Clara L D Jeffery Uw Charitable Residuary Trust

EIN 226138410 · 501(c)(92) · Private foundation · Dallas, TX · recognized 1970

Assets
$16.2M
Revenue
$451K
Expenses
$822K
Investment income
$378K

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
Bank Of America Na Co-trustee $61,368 $0
Lisa Whitescarver Co-trustee $25,733 $0
Jeffrey Burke Co-trustee $7,412 $0
Samuel B Partridge Co-trustee $7,412 $0
Mary B Partridge Co-trustee $0 $0