Civic Intelligence
Contractor

Capfinancial Partners LLC

2 customers • 3 returns • Latest tax year 2024 • Charlotte, NC

Investment Advisory

Customers

2

Returns

3

Total Compensation

$373,941

Customers

OrganizationEINReturnsLatest YearServicesCompensation
Florida United Methodist Foundation Inc59-114871022024Investment Advisory$261,230
Historic Landmarks Foundation of Indiana Inc35-116287312023Investment Advisory$112,711

Returns

Tax YearOrganizationTypeServicesLocationCompensationReturn
2024Florida United Methodist Foundation Inc990Investment AdvisoryPO BOX 896952, Charlotte, NC 28289$132,376View return
2023Florida United Methodist Foundation Inc990Investment AdvisoryPO BOX 896952, Charlotte, NC 28289$128,854View return
2023Historic Landmarks Foundation of Indiana Inc990Investment AdvisoryPO BOX 896952, Charlotte, NC 28289-6952$112,711View return