AUMdb

Herbert N Rose Tr Consolidation

EIN 366010130 · 501(c)(3) · Private foundation · Dallas, TX · recognized 2005

Assets
$14.3M
Revenue
$715K
Expenses
$694K
Investment income
$645K

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 Trustee $109,512 $0