AUMdb

Charles Simeon Tr

EIN 367342471 · 501(c)(3) · Public charity · Chicago, IL · recognized 2001

Assets
$5.6M
Revenue
$3.2M
Expenses
$2.0M
Investment income
$254K

Form 990 fiscal year ended 08/31/2024

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
Robert S Kinney Dir. of mini $103,447 $15,374
David R Helm Exec. direct $56,621 $10,190
Jon M Dennis Secretary $0 $0
Jane Hensel Director $0 $0
Thomas Michael Lawrence Director $0 $0
Deborah Lorentsen Treasurer $0 $0
Paul Mcmullan Director $0 $0
Phil Nussbaum Director $0 $0
John Onwuchekwa Director $0 $0
David Oster Vice chairma $0 $0