William Rockhill Nelson Trust
EIN 440558499 · 501(c)(3) · Public charity · Kansas City, MO · recognized 1940
- Assets
- $74.4M
- Revenue
- $938K
- Expenses
- $1.9M
- Investment income
- $938K
Form 990 fiscal year ended 04/30/2024
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 |
|---|---|---|---|
| Julian Zugazagoitia | Director/ceo | $680,842 | $253,386 |
| William Taylor | Trustee | $0 | $0 |
| Steve Mcdowell | Trustee | $0 | $0 |
| Shirley Helzberg | Trustee | $0 | $0 |
| Sara Morgan | Trustee | $0 | $0 |
| Richard C Green | Trustee | $0 | $0 |
| Ramin Cherafat | Trustee | $0 | $0 |
| Pete Browne | Trustee | $0 | $0 |
| Paul Debruce | Trustee | $0 | $0 |
| Neil Karbank | Trustee | $0 | $0 |
| Mary Atterbury | Trustee | $0 | $0 |
| Marny Sherman | Trustee | $0 | $0 |
| Mark O'connell | Trustee | $0 | $0 |
| Lewis Gregory | Trustee | $0 | $0 |
| Leo Morton | Trustee | $0 | $0 |
| Kent Sunderland | Trustee | $0 | $0 |
| Grant Burcham | Trustee | $0 | $0 |
| Dr Valerie E Chow | Trustee | $0 | $0 |
| Don Hall Jr | Trustee | $0 | $0 |
| Bill Gautreaux | Trustee | $0 | $0 |
| Ann Kaufmann Baum | Trustee | $0 | $0 |
| Alejandro Sanchez Alvarado | Trustee | $0 | $0 |
| Sandra A J Lawrence | Board treasurer | $0 | $0 |
| Ramon Murguia | Board secretary | $0 | $0 |
| Evelyn Craft Belger | Board chair | $0 | $0 |
Filing history
| Fiscal year end | Assets | Revenue | Expenses | Source |
|---|---|---|---|---|
| 04/30/2024 | $74.4M | $938K | $1.9M | 990 990 · obj 202530739349301928 IRS ↗ |
| 04/30/2023 | $71.4M | $925K | $1.9M | 990 990 · obj 202502749349301335 IRS ↗ |