AUMdb

Headwaters Charitable Tr

EIN 320056445 · 501(c)(3) · Public charity · Clearfield, PA · recognized 2003

Assets
$2.9M
Revenue
$780K
Expenses
$1.0M
Investment income
$1.2K

Form 990 fiscal year ended 12/31/2023

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
M & B Services Llc Construction $133,018
Smith Gardner Engineers Inc Engineering $116,176
M Stewart Services Engineering $223,914

Officers & directors

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

Name Title Compensation Other
Joshua Brock Vice president $0 $0
Tom Kase Trustee $0 $0
Diane Holland Trustee $0 $0
J Alan Stewart Sec/treas $0 $0
Travis Lesser President $0 $0