Contractor
Global Endowment Management
6 customers • 30 returns • Latest tax year 2024 • Charlotte, NC
Investment ManagementInvestment ServicesInvestment Manager
Customers
6
Returns
30
Total Compensation
$18,746,415
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| University of North Carolina At | 56-2276950 | 10 | 2023 | Investment Services | $5,747,144 |
| Sheltering Arms Foundation | 54-1615599 | 5 | 2022 | Investment Management | $4,975,159 |
| Willamette University | 93-0386972 | 3 | 2024 | Investment Management | $4,670,823 |
| Stratford Hall | 54-0536105 | 9 | 2024 | Investment Management | $1,538,471 |
| Long Island University | 11-1633516 | 1 | 2016 | Investment Manager | $960,718 |
| Charlotte Country Day School | 56-0623935 | 2 | 2018 | Investment Management | $854,100 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2024 | Willamette University | 990 | Investment Management | 224 W TREMONT AVENUE, Charlotte, NC 28203 | $1,608,634 | View return |
| 2024 | Stratford Hall | 990 | Investment Management | 550 S TRYON STREET SUITE 3500, Charlotte, NC 28202 | $135,373 | View return |
| 2023 | Willamette University | 990 | Investment Management | 224 W TREMONT AVENUE, Charlotte, NC 28203 | $1,480,515 | View return |
| 2023 | University of North Carolina At | 990 | Investment Services | 550 S TRYON ST STE 3500, Charlotte, NC 28202 | $267,648 | View return |
| 2023 | Stratford Hall | 990 | Investment Management | 550 S TRYON STREET SUITE 3500, Charlotte, NC 28202 | $187,894 | View return |
| 2022 | Willamette University | 990 | Investment Management | 224 W TREMONT AVE, Charlotte, NC 28203 | $1,581,674 | View return |
| 2022 | Sheltering Arms Foundation | 990 | Investment Management | 550 S TRYON STREET SUITE 3500, Charlotte, NC 28202 | $1,057,620 | View return |
| 2022 | University of North Carolina At | 990 | Investment Services | 550 S TRYON ST STE 3500, Charlotte, NC 28202 | $309,048 | View return |
| 2022 | Stratford Hall | 990 | Investment Management | 550 S TRYON STREET SUITE 3500, Charlotte, NC 28202 | $195,604 | View return |
| 2021 | University of North Carolina At | 990 | Investment Services | 550 S TRYON ST STE 3500, Charlotte, NC 28202 | $547,782 | View return |
| 2021 | Stratford Hall | 990 | Investment Management | 550 S TRYON STREET SUITE 3500, Charlotte, NC 28202 | $193,328 | View return |
| 2020 | Sheltering Arms Foundation | 990 | Investment Management | 550 S TRYON STREET SUITE 3500, Charlotte, NC 28202 | $841,290 | View return |
| 2020 | University of North Carolina At | 990 | Investment Services | 550 S TRYON ST SUITE 3500, Charlotte, NC 28202 | $679,326 | View return |
| 2020 | Stratford Hall | 990 | Investment Management | 550 S TRYON STREET SUITE 3500, Charlotte, NC 28202 | $170,351 | View return |
| 2019 | Sheltering Arms Foundation | 990 | Investment Management | 550 S TRYON STREET SUITE 3500, Charlotte, NC 28202 | $936,427 | View return |
| 2019 | University of North Carolina At | 990 | Investment Services | 550 S TRYON ST SUITE 3500, Charlotte, NC 28202 | $610,888 | View return |
| 2019 | Stratford Hall | 990 | Investment Management | 550 S TRYON STREET SUITE 3500, Charlotte, NC 28202 | $163,807 | View return |
| 2018 | Sheltering Arms Foundation | 990 | Investment Management | 550 S TRYON STREET SUITE 3500, Charlotte, NC 28202 | $1,001,271 | View return |
| 2018 | University of North Carolina At | 990 | Investment Services | 550 S TRYON ST SUITE 3500, Charlotte, NC 28202 | $641,177 | View return |
| 2018 | Charlotte Country Day School | 990 | Investment Management | 550 S TRYON STREET SUITE 3500, Charlotte, NC 28202 | $426,224 | View return |
| 2018 | Stratford Hall | 990 | Investment Management | 550 S TRYON STREET SUITE 3500, Charlotte, NC 28202 | $171,665 | View return |
| 2017 | Sheltering Arms Foundation | 990 | Investment Management | 550 S TRYON STREET SUITE 3500, Charlotte, NC 28202 | $1,138,551 | View return |
| 2017 | University of North Carolina At | 990 | Investment Services | 550 S TRYON ST SUITE 3500, Charlotte, NC 28202 | $768,612 | View return |
| 2017 | Charlotte Country Day School | 990 | Investment Management | 550 S TRYON STREET SUITE 3500, Charlotte, NC 28202 | $427,876 | View return |
| 2017 | Stratford Hall | 990 | Investment Management | 550 S TRYON STREET SUITE 3500, Charlotte, NC 28202 | $163,621 | View return |
| 2016 | Long Island University | 990 | Investment Manager | 550 S TYRON STREET SUITE 3500, Charlotte, NC 28202 | $960,718 | View return |
| 2016 | University of North Carolina At | 990 | Investment Services | 550 S TRYON ST SUITE 3500, Charlotte, NC 28202 | $662,874 | View return |
| 2016 | Stratford Hall | 990 | Investment Management | 550 S TRYON STREET SUITE 3500, Charlotte, NC 28202 | $156,828 | View return |
| 2015 | University of North Carolina At | 990 | Investment Services | 550 S TRYON ST SUITE 3500, Charlotte, NC 28202 | $687,805 | View return |
| 2014 | University of North Carolina At | 990 | Investment Services | 550 S TRYON ST SUITE 3500, Charlotte, NC 28202 | $571,984 | View return |