AUMdb

Colen Family Charitable Tr

EIN 836802589 · 501(c)(3) · Public charity · Ocala, FL · recognized 2020

Assets
$212M
Revenue
$9.3M
Expenses
$6.6M
Investment income
$3.4M

Form 990 fiscal year ended 03/31/2024

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.

Contractor Services Compensation
Ausley Construction Company Llc Construction management $1,966,060
Nelson & Company Llc Hvac services $107,483
Circle Square Foundation Leased employees $262,415
Wannemacher Jensen Architects Inc Architectural services $189,322
Stearns Weaver Miller Weissler Alhadeff Legal services $106,441

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Rebecca Rogers Executive dir $172,848 $3,106
Autumn Barfield Controller $123,600 $14,288
Vanessa Tillis Baxley Principal $82,592 $18,569
Kenneth D Colen Trustee $0 $0
Kay Fleischaker Academy direct. $0 $0
Robert Colen Academy direct. $0 $0
Janet W Behnke Academy direct. $0 $0
Harvey C Taub Md Academy direct. $0 $0
Dr Sukhbir K Nijher Academy direct. $0 $0