AUMdb

Walter N Charles Trust

EIN 426326753 · 501(c)(3) · Public charity · Iowa City, IA · recognized 2012

Assets
$759K
Revenue
$71.9K
Expenses
$50.5K
Investment income
$71.9K

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
Midwestone Bank Sandra Morrow Vp Trustee $8,124 $0