AUMdb

Susan L Lloyd Charitable Trust

EIN 133630830 · 501(c)(3) · Private foundation · E Greenwich, RI · recognized 1992

Assets
$3.6M
Revenue
$54.8K
Expenses
$3.0K
Investment income
$51.9K

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
Douglas W Hollenbeck Trustee $0 $0
David W Hollenbeck Trustee $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2024 $3.6M $54.8K $3.0K 990 990PF · obj 202532099349100213 IRS ↗
09/30/2024 $3.6M $1.2M $329K 990 990PF · obj 202510349349100221 IRS ↗