Contractor
Prio Wealth
2 customers • 6 returns • Latest tax year 2024 • Boston, MA
Investment ManagementInvestment management
Customers
2
Returns
6
Total Compensation
$862,128
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| Davis Family Foundation | 01-0390443 | 5 | 2024 | Investment Management | $745,269 |
| Davis Conservation Foundation | 22-2976811 | 1 | 2024 | Investment management | $116,859 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2024 | Davis Family Foundation | 990 | Investment Management | 265 Franklin St 20th FL, Boston, MA 02110 | $173,719 | View return |
| 2024 | Davis Conservation Foundation | 990 | Investment management | 265 Franklin St Suite 2001, Boston, MA 02110 | $116,859 | View return |
| 2023 | Davis Family Foundation | 990 | Investment Management | 265 Franklin St Suite 2001, Boston, MA 02110 | $148,943 | View return |
| 2022 | Davis Family Foundation | 990 | Investment Management | 265 Franklin St Suite 2001, Boston, MA 02110 | $152,857 | View return |
| 2021 | Davis Family Foundation | 990 | Investment Management | 265 Franklin St Suite 2001, Boston, MA 02110 | $169,123 | View return |
| 2020 | Davis Family Foundation | 990 | Investment Management | 265 Franklin St Suite 2001, Boston, MA 02110 | $100,627 | View return |