AUMdb

Stein Family Charitable Tr 5029

EIN 756336289 · 501(c)(3) · Private foundation · Dallas, TX · recognized 1986

Assets
$1.5M
Revenue
$120K
Expenses
$82.0K
Investment income
$104K

Form 990 fiscal year ended 02/28/2025

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
Bank Of America Trustee $20,513 $0