AUMdb

Lowry Bertelsen Charitable Trust

EIN 356020338 · 501(c)(3) · Private foundation · Evansville, IN · recognized 1972

Assets
$2.1M
Revenue
$156K
Expenses
$105K
Investment income
$149K

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
Old National Wealth Management Trustee $27,304 $0