AUMdb

Leo C Balzereit Charitable Remainder Unitrust 1001 02 7 8

EIN 236859847 · 501(c)(3) · Private foundation · Philadelphia, PA · recognized 2013

Assets
$9.3M
Revenue
$567K
Expenses
$526K
Investment income
$541K

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
The Glenmede Trust Company N A Trustee $50,664 $0
Jane Whitney Gruson Trustee $0 $0
Leo G Balzereit Trustee $0 $0