AUMdb

Jerome J & Dorothy H Holz Fam Foundation 10192001

EIN 367368506 · 501(c)(3) · Private foundation · Milwaukee, WI · recognized 2003

Assets
$18.9M
Revenue
$1.7M
Expenses
$1.0M
Investment income
$1.6M

Form 990 fiscal year ended 08/31/2025

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
Jerome J Weis Trustee-president $700 $0
Barbara Holz Weis Trustee-vice president $700 $0
Judith Holz Stathas Trustee-secretary $700 $0
Traci S Weis Trustee $700 $0
David Weis Trustee $700 $0
William Stathas Trustee $700 $0
Donald H Tushaus Trustee-treasurer $700 $0
Louis Whiteheart Trustee $700 $0