AUMdb

Everett H Barney Estate Trust

EIN 046032307 · 501(c)(3) · Public charity · Agawam, MA · recognized 1976

Assets
$5.2M
Revenue
$384K
Expenses
$173K
Investment income
$384K

Form 990 fiscal year ended 12/31/2024

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
Stephen M Reilly Esq Chairman $4,000 $0
Patrick J Sullivan Co-trustee $4,000 $0
Corinne A Rock Co-trustee $4,000 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2024 $5.2M $384K $173K 990 990 · obj 202511769349300921 IRS ↗
12/31/2023 $4.7M $129K $168K 990 990 · obj 202500279349300215 IRS ↗