AUMdb

Caroline Etchemendy Trust Uw 2 03762 00 3

EIN 956134481 · 501(c)(92) · Private foundation · Milwaukee, WI · recognized 0

Assets
$3.3M
Revenue
$154K
Expenses
$169K
Investment income
$117K

Form 990 fiscal year ended 02/28/2025

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
Us Bank N A Trustee $39,079 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
02/28/2025 $3.3M $154K $169K 990 990PF · obj 202503569349100315 IRS ↗
02/29/2024 $3.2M $112K $167K 990 990PF · obj 202520159349100337 IRS ↗