AUMdb

Harold C Kallies Charitable Trust

EIN 396548517 · 501(c)(3) · Private foundation · Neenah, WI · recognized 1993

Assets
$3.4M
Revenue
$298K
Expenses
$195K
Investment income
$287K

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
Legacy Private Trust Company Co-trustee $33,721 $0
John M Jagemann Co-trustee $2,000 $0
Robert Pietroske Alloc-committee $500 $0
Thomas J Bare Alloc committee $500 $0