Contractor
Canterbury Consulting
8 customers • 36 returns • Latest tax year 2024 • Newport Beach, CA
Investment Mgt SvcsInvestment AdvisoryInvestment Management FeesInvestment ConsultingInvest. ConsultingInvestment Mgmt FeeConsultingInvestment Services
Customers
8
Returns
36
Total Compensation
$9,265,121
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| Hospice Endowment Trust Fund of Phoenix Az | 94-2856701 | 9 | 2023 | Investment Mgt Svcs | $2,562,761 |
| Jewish Community Foundation of Los Angeles | 95-6111928 | 5 | 2024 | Invest. Consulting • Investment Consulting | $1,819,817 |
| Community Foundation of Jackson Hole | 83-0308856 | 6 | 2024 | Investment Advisory | $1,452,788 |
| Fine Arts Museums Foundation | 94-6096509 | 6 | 2023 | Investment Management Fees | $1,363,909 |
| Ventura County Community Foundation | 77-0165029 | 4 | 2023 | Investment Consulting | $1,188,338 |
| Queenscare | 95-1644040 | 3 | 2016 | Investment Mgmt Fee | $428,574 |
| La Sierra University | 33-0413730 | 2 | 2019 | Consulting | $346,738 |
| South Coast Repertory Inc | 95-6122708 | 1 | 2022 | Investment Services | $102,196 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2024 | Jewish Community Foundation of Los Angeles | 990 | Investment Consulting | 610 Newport Center Dr Ste 500, Newport Beach, CA 92660 | $367,515 | View return |
| 2024 | Community Foundation of Jackson Hole | 990 | Investment Advisory | 610 NEWPORT CENTER DRIVE SUITE 500, Newport Beach, CA 92660 | $295,879 | View return |
| 2023 | Hospice Endowment Trust Fund of Phoenix Az | 990 | Investment Mgt Svcs | 660 NEWPORT CTR DRIVE, SUITE 300, Newport Beach, CA 92660 | $378,273 | View return |
| 2023 | Ventura County Community Foundation | 990 | Investment Consulting | 610 NEWPORT CENTER DR 500, Newport Beach, CA 92660 | $292,465 | View return |
| 2023 | Community Foundation of Jackson Hole | 990 | Investment Advisory | 610 NEWPORT CENTER DRIVE SUITE 500, Newport Beach, CA 92660 | $266,091 | View return |
| 2023 | Fine Arts Museums Foundation | 990 | Investment Management Fees | 660 NEWPORT CENTER DRIVE SUITE 300, Newport Beach, CA 92660 | $248,018 | View return |
| 2022 | Hospice Endowment Trust Fund of Phoenix Az | 990 | Investment Mgt Svcs | 660 NEWPORT CTR DRIVE, SUITE 300, Newport Beach, CA 92660 | $396,913 | View return |
| 2022 | Ventura County Community Foundation | 990 | Investment Consulting | 610 NEWPORT CENTER DRIVE 500, Newport Beach, CA 92660 | $362,769 | View return |
| 2022 | Community Foundation of Jackson Hole | 990 | Investment Advisory | 610 NEWPORT CENTER DRIVE SUITE 500, Newport Beach, CA 92660 | $270,638 | View return |
| 2022 | Fine Arts Museums Foundation | 990 | Investment Management Fees | 660 NEWPORT CENTER DRIVE SUITE 300, Newport Beach, CA 92660 | $241,267 | View return |
| 2022 | South Coast Repertory Inc | 990 | Investment Services | 610 Newport Center Dr 500, Newport Beach, CA 92660 | $102,196 | View return |
| 2021 | Hospice Endowment Trust Fund of Phoenix Az | 990 | Investment Mgt Svcs | 660 NEWPORT CTR DRIVE, SUITE 300, Newport Beach, CA 92660 | $373,957 | View return |
| 2021 | Jewish Community Foundation of Los Angeles | 990 | Invest. Consulting | 610 NEWPORT CENTER DRIVE SUITE 500, Newport Beach, CA 92660 | $332,030 | View return |
| 2021 | Ventura County Community Foundation | 990 | Investment Consulting | 610 NEWPORT CENTER DRIVE 500, Newport Beach, CA 92660 | $273,104 | View return |
| 2021 | Community Foundation of Jackson Hole | 990 | Investment Advisory | 610 NEWPORT CENTER DRIVE SUITE 500, Newport Beach, CA 92660 | $247,877 | View return |
| 2021 | Fine Arts Museums Foundation | 990 | Investment Management Fees | 660 NEWPORT CENTER DRIVE SUITE 300, Newport Beach, CA 92660 | $234,421 | View return |
| 2020 | Jewish Community Foundation of Los Angeles | 990 | Invest. Consulting | 610 Newport Center Drive Suite 500, Newport Beach, CA 92660 | $393,055 | View return |
| 2020 | Hospice Endowment Trust Fund of Phoenix Az | 990 | Investment Mgt Svcs | 660 NEWPORT CTR DR SUITE 300, Newport Beach, CA 92660 | $305,585 | View return |
| 2020 | Ventura County Community Foundation | 990 | Investment Consulting | 610 NEWPORT CENTER DRIVE 500, Newport Beach, CA 92660 | $260,000 | View return |
| 2020 | Fine Arts Museums Foundation | 990 | Investment Management Fees | 660 NEWPORT CENTER DRIVE SUITE 300, Newport Beach, CA 92660 | $218,132 | View return |
| 2020 | Community Foundation of Jackson Hole | 990 | Investment Advisory | 610 NEWPORT CENTER DRIVE SUITE 500, Newport Beach, CA 92660 | $202,219 | View return |
| 2019 | Jewish Community Foundation of Los Angeles | 990 | Invest. Consulting | 660 NEWPORT DRIVE SUITE 500, Newport Beach, CA 92660 | $386,485 | View return |
| 2019 | Hospice Endowment Trust Fund of Phoenix Az | 990 | Investment Mgt Svcs | 660 NEWPORT CTR DR SUITE 300, Newport Beach, CA 92660 | $291,732 | View return |
| 2019 | Fine Arts Museums Foundation | 990 | Investment Management Fees | 660 NEWPORT CENTER DRIVE SUITE 300, Newport Beach, CA 92660 | $218,131 | View return |
| 2019 | La Sierra University | 990 | Consulting | 660 NEWPORT CENTER DR, Newport Beach, CA 92660 | $188,033 | View return |
| 2019 | Community Foundation of Jackson Hole | 990 | Investment Advisory | 610 NEWPORT CENTER DRIVE SUITE 500, Newport Beach, CA 92660 | $170,084 | View return |
| 2018 | Jewish Community Foundation of Los Angeles | 990 | Invest. Consulting | 660 NEWPORT DRIVE SUITE 500, Newport Beach, CA 92660 | $340,732 | View return |
| 2018 | Hospice Endowment Trust Fund of Phoenix Az | 990 | Investment Mgt Svcs | 660 NEWPORT CENTER DR SUITE 300, Newport Beach, CA 92660 | $274,744 | View return |
| 2018 | Fine Arts Museums Foundation | 990 | Investment Management Fees | 660 NEWPORT CENTER DRIVE SUITE 300, Newport Beach, CA 92660 | $203,940 | View return |
| 2018 | La Sierra University | 990 | Consulting | 660 NEWPORT CENTER DR, Newport Beach, CA 92660 | $158,705 | View return |
| 2017 | Hospice Endowment Trust Fund of Phoenix Az | 990 | Investment Mgt Svcs | 660 NEWPORT CENTER DR SUITE 300, Newport Beach, CA 92660 | $226,464 | View return |
| 2016 | Hospice Endowment Trust Fund of Phoenix Az | 990 | Investment Mgt Svcs | 660 NEWPORT CENTER DR SUITE 300, Newport Beach, CA 92660 | $157,200 | View return |
| 2016 | Queenscare | 990 | Investment Mgmt Fee | 660 Newport Center Dr Ste 300, Newport Beach, CA 92660 | $126,213 | View return |
| 2015 | Hospice Endowment Trust Fund of Phoenix Az | 990 | Investment Mgt Svcs | 660 Newport Center Dr Suite 300, Newport Beach, CA 92660 | $157,893 | View return |
| 2015 | Queenscare | 990 | Investment Mgmt Fee | 660 Newport Center Dr Ste 300, Newport Beach, CA 92660 | $142,593 | View return |
| 2014 | Queenscare | 990 | Investment Mgmt Fee | 660 Newport Center Dr Ste 300, Newport Beach, CA 92660 | $159,768 | View return |