AUMdb

Testamentary Trust Under Will Of Jay R Purdy

EIN 836136945 · 501(c)(3) · Private foundation · West Union, OH · recognized 2019

Assets
$2.5M
Revenue
$155K
Expenses
$162K
Investment income
$137K

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
Lori Highlander Trustee $27,929 $0
David Grimes Trustee $27,929 $0
Jamie Wilkins Director $0 $0
Debby Pfeffer Director $0 $0
Jazz Osman Director $0 $0
Kristi Scott Resigned In 2022 Director $0 $0
Daniel Dragoo Director $0 $0
Jill Benintendi Director $0 $0