AUMdb

James M Doss Charitable Foundation Tr

EIN 306558102 · 501(c)(3) · Private foundation · Sarasota, FL · recognized 2017

Assets
$9.8M
Revenue
$711K
Expenses
$652K
Investment income
$652K

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
James M Doss Jr President $72,000 $0
Sabal Trust Company Trustee $58,726 $0
Wayne F Seitl Trustee $24,896 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2024 $9.8M $711K $652K 990 990PF · obj 202501349349104350 IRS ↗
12/31/2023 $9.6M $289K $638K 990 990PF · obj 202520369349101007 IRS ↗