Contractor
Bank Of America
6 customers • 14 returns • Latest tax year 2024 • Dallas, TX
Investment ManagementInvestmentInvestment Manager FeesInvestment managerInvestment Management FeesEscrow Admin Fees
Customers
6
Returns
14
Total Compensation
$5,102,598
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| Washington State Employees Credit Union | 91-0683062 | 1 | 2017 | Escrow Admin Fees | $1,294,625 |
| W W Caruth Jr Foundation | 23-7436194 | 3 | 2021 | Investment Manager Fees | $1,226,034 |
| Judicial Watch Inc | 52-1885088 | 1 | 2024 | Investment Management Fees | $1,108,985 |
| Armenian Church Endowment Fund Inc | 20-2821426 | 2 | 2024 | Investment manager | $612,066 |
| Cape Cod Foundation Inc | 51-0140462 | 3 | 2024 | Investment | $434,466 |
| St Louis Community Foundation | 43-6023126 | 4 | 2019 | Investment Management | $426,422 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2024 | Judicial Watch Inc | 990 | Investment Management Fees | PO BOX 830269, Dallas, TX 75283 | $1,108,985 | View return |
| 2024 | Armenian Church Endowment Fund Inc | 990 | Investment manager | PO Box 830269, Dallas, TX 75283 | $335,467 | View return |
| 2024 | Cape Cod Foundation Inc | 990 | Investment | PO BOX 830269, PO BOX 766, Dallas, TX 75283 | $167,355 | View return |
| 2023 | Armenian Church Endowment Fund Inc | 990 | Investment manager | PO Box 830269, Dallas, TX 75283 | $276,599 | View return |
| 2023 | Cape Cod Foundation Inc | 990 | Investment | PO BOX 830269, 254 COMMERCIAL STREET, Dallas, TX 75283 | $134,815 | View return |
| 2022 | Cape Cod Foundation Inc | 990 | Investment | PO BOX 830269, Dallas, TX 75283 | $132,296 | View return |
| 2021 | W W Caruth Jr Foundation | 990 | Investment Manager Fees | PO BOX 830269, Dallas, TX 75283 | $392,126 | View return |
| 2021 | W W Caruth Jr Foundation | 990 | Investment Manager Fees | PO BOX 830269, Dallas, TX 75283 | $392,126 | View return |
| 2020 | W W Caruth Jr Foundation | 990 | Investment Manager Fees | PO BOX 830269, Dallas, TX 75283 | $441,782 | View return |
| 2019 | St Louis Community Foundation | 990 | Investment Management | PO BOX 830269, Dallas, TX 75283 | $107,320 | View return |
| 2018 | St Louis Community Foundation | 990 | Investment Management | PO BOX 830269, Dallas, TX 75283 | $112,109 | View return |
| 2017 | Washington State Employees Credit Union | 990 | Escrow Admin Fees | PO BOX 851001, Dallas, TX 75285-1001 | $1,294,625 | View return |
| 2017 | St Louis Community Foundation | 990 | Investment Management | PO BOX 830269, Dallas, TX 75283 | $104,866 | View return |
| 2014 | St Louis Community Foundation | 990 | Investment Management | PO BOX 830269, Dallas, TX 75283 | $102,127 | View return |