Contractor
Sei
21 customers • 78 returns • Latest tax year 2024 • Oaks, PA
Investment ManagementInvestment Management FeesInvestment ManagerInvestment Management ServicesInvestment ConsultingInvestment ServicesInvestment AdvisoryInvestment Mgmt
Customers
21
Returns
78
Total Compensation
$47,972,010
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| North Dakota State University Foundation | 23-7120898 | 6 | 2024 | Investment Management | $12,625,343 |
| Wright State University Foundation Inc | 23-7019799 | 10 | 2023 | Investment Management • Investment Manager | $7,357,735 |
| University of Southern Mississippi | 64-6022505 | 11 | 2024 | Investment Management • Investment Management Fees | $5,964,017 |
| Harrison County Community Foundation | 35-2100908 | 6 | 2019 | Investment Management | $3,805,113 |
| Und Alumni Association and Foundation | 45-0348296 | 2 | 2024 | Investment Management | $3,184,603 |
| The Horizon Foundation of Howard County | 52-2119011 | 6 | 2024 | Investment Management Services • Investment Manager • Professional Management Of Assets | $3,179,368 |
| The Home for Little Wanderers Inc | 04-2104764 | 7 | 2019 | Investment Consulting | $3,125,282 |
| United Jewish Community of Broward | 59-0967823 | 2 | 2023 | Youth Development • Youth development | $1,292,853 |
| Idaho State University Foundation Inc | 82-6013543 | 3 | 2023 | Investment Management | $1,271,422 |
| Hospice of the Bluegrass Inc | 61-0978097 | 5 | 2024 | Investment Management • Investment Management Services • Investment Services | $1,186,289 |
| The Miami Foundation Inc | 65-0350357 | 1 | 2024 | Investment Advisory | $1,032,212 |
| Jewish Federation of Greater Seattle | 91-0575950 | 6 | 2023 | Investment Management | $919,981 |
| New Jersey Natural Gas Company Veba Rep Plan | 22-3372316 | 2 | 2023 | Investment Mgmt | $633,992 |
| Romanian-American Foundation | 93-2369284 | 1 | 2024 | Investment Advisory In US | $595,896 |
| Jewish Federation of Nashville & Middle | 62-6077703 | 3 | 2024 | Investment Services | $557,640 |
| Seventh Regiment Armory Conservancy Inc | 13-4086800 | 1 | 2018 | Investment Advisory | $376,453 |
| Joe Dimaggio Children'S Hospital | 65-0492343 | 2 | 2020 | Investment Management | $338,612 |
| Umrc Foundation Inc | 38-3443089 | 1 | 2021 | Investment Management | $199,231 |
| New Jersey Education Association | 91-2003765 | 1 | 2017 | Investment Services | $114,489 |
| Harrison County Community | 35-1986569 | 1 | 2018 | Investment Managment | $108,083 |
| Sanford Health Foundation North | 45-0398104 | 1 | 2022 | Investment Management Fees | $103,396 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2024 | North Dakota State University Foundation | 990 | Investment Management | PO Box 1099, Oaks, PA 19456 | $3,091,188 | View return |
| 2024 | Und Alumni Association and Foundation | 990 | Investment Management | One Freedom Valley Dr, Oaks, PA 19456 | $1,697,782 | View return |
| 2024 | The Miami Foundation Inc | 990 | Investment Advisory | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $1,032,212 | View return |
| 2024 | University of Southern Mississippi | 990 | Investment Management Fees | 1 FREEDOM VALLEY DR, Oaks, PA 19456 | $874,430 | View return |
| 2024 | Romanian-American Foundation | 990 | Investment Advisory In US | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $595,896 | View return |
| 2024 | The Horizon Foundation of Howard County | 990 | Investment Management Services | 1 FREEDOM DRIVE PO BOX 1100, Oaks, PA 19456 | $531,887 | View return |
| 2024 | Hospice of the Bluegrass Inc | 990 | Investment Services | 1 FREEDOM VALLEY DR, Oaks, PA 19456 | $264,015 | View return |
| 2024 | Jewish Federation of Nashville & Middle | 990 | Investment Services | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $190,481 | View return |
| 2023 | North Dakota State University Foundation | 990 | Investment Management | PO Box 1099, Oaks, PA 19456 | $3,275,932 | View return |
| 2023 | Und Alumni Association and Foundation | 990 | Investment Management | One Freedom Valley Dr, Oaks, PA 19456 | $1,486,821 | View return |
| 2023 | University of Southern Mississippi | 990 | Investment Management Fees | 1 FREEDOM VALLEY DR, Oaks, PA 19456 | $779,414 | View return |
| 2023 | United Jewish Community of Broward | 990 | Youth Development | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $719,796 | View return |
| 2023 | Wright State University Foundation Inc | 990 | Investment Manager | 1 Freedom Valley Drive, Oaks, PA 19456 | $614,374 | View return |
| 2023 | The Horizon Foundation of Howard County | 990 | Investment Management Services | 1 FREEDOM DRIVE PO BOX 1100, Oaks, PA 19456 | $552,066 | View return |
| 2023 | Idaho State University Foundation Inc | 990 | Investment Management | 1 Freedom Valley Drive, Oaks, PA 19456 | $460,411 | View return |
| 2023 | New Jersey Natural Gas Company Veba Rep Plan | 990 | Investment Mgmt | 1 FREEDOM VALLEY DRIVE PO BOX 1100, Oaks, PA 19456 | $307,349 | View return |
| 2023 | Jewish Federation of Nashville & Middle | 990 | Investment Services | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $186,995 | View return |
| 2023 | Jewish Federation of Greater Seattle | 990 | Investment Management | ONE FREEDOM VALLEY DR, Oaks, PA 19456 | $163,990 | View return |
| 2022 | North Dakota State University Foundation | 990 | Investment Management | PO Box 1099, Oaks, PA 19456 | $2,037,201 | View return |
| 2022 | Wright State University Foundation Inc | 990 | Investment Manager | 1 Freedom Valley Drive, Oaks, PA 19456 | $752,592 | View return |
| 2022 | University of Southern Mississippi | 990 | Investment Management Fees | 1 FREEDOM VALLEY DR, Oaks, PA 19456, Ca | $649,179 | View return |
| 2022 | United Jewish Community of Broward | 990 | Youth development | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $573,057 | View return |
| 2022 | The Horizon Foundation of Howard County | 990 | Investment Management Services | 1 FREEDOM DRIVE PO BOX 1100, Oaks, PA 19456 | $561,434 | View return |
| 2022 | Hospice of the Bluegrass Inc | 990 | Investment Management Services | ONE FREEDOM VALLEY DRIVE, Oaks, PA 19456-9907 | $265,003 | View return |
| 2022 | Jewish Federation of Nashville & Middle | 990 | Investment Services | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $180,164 | View return |
| 2022 | Jewish Federation of Greater Seattle | 990 | Investment Management | ONE FREEDOM DR, Oaks, PA 19456 | $146,093 | View return |
| 2022 | Sanford Health Foundation North | 990 | Investment Management Fees | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $103,396 | View return |
| 2021 | North Dakota State University Foundation | 990 | Investment Management | 100 Cider Mill Road, Oaks, PA 19456 | $1,617,036 | View return |
| 2021 | Wright State University Foundation Inc | 990 | Investment Manager | 1 Freedom Valley Drive, Oaks, PA 19456 | $707,685 | View return |
| 2021 | University of Southern Mississippi | 990 | Investment Management Fees | 1 FREEDOM VALLEY DR, Oaks, PA 19456 | $666,001 | View return |
| 2021 | The Horizon Foundation of Howard County | 990 | Investment Management Services | 1 FREEDOM DRIVE PO BOX 1100, Oaks, PA 19456 | $554,619 | View return |
| 2021 | Idaho State University Foundation Inc | 990 | Investment Management | 1 Freedom Valley Drive, Oaks, PA 19456 | $420,783 | View return |
| 2021 | New Jersey Natural Gas Company Veba Rep Plan | 990 | Investment Mgmt | 1 Freedom Valley Drive PO BOX 1100, Oaks, PA 19456 | $326,643 | View return |
| 2021 | Hospice of the Bluegrass Inc | 990 | Investment Management Services | ONE FREEDOM VALLEY DRIVE, Oaks, PA 19456-9907 | $251,367 | View return |
| 2021 | Umrc Foundation Inc | 990 | Investment Management | 1 FREEDOM DRIVE, Oaks, PA 19456 | $199,231 | View return |
| 2021 | Jewish Federation of Greater Seattle | 990 | Investment Management | ONE FREEDOM DR, Oaks, PA 19456 | $167,872 | View return |
| 2020 | North Dakota State University Foundation | 990 | Investment Management | 100 Cider Mill Road, Oaks, PA 19456 | $1,470,121 | View return |
| 2020 | Wright State University Foundation Inc | 990 | Investment Manager | 1 Freedom Valley Drive, Oaks, PA 19456 | $702,664 | View return |
| 2020 | University of Southern Mississippi | 990 | Investment Management Fees | 1 FREEDOM VALLEY DR, Oaks, PA 19456 | $599,234 | View return |
| 2020 | The Horizon Foundation of Howard County | 990 | Investment Manager | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $498,339 | View return |
| 2020 | Idaho State University Foundation Inc | 990 | Investment Management | 1 Freedom Valley Drive, Oaks, PA 19456 | $390,228 | View return |
| 2020 | Joe Dimaggio Children'S Hospital | 990 | Investment Management | 1 FREEDOM VALLEY DR, Oaks, PA 19456 | $186,750 | View return |
| 2020 | Jewish Federation of Greater Seattle | 990 | Investment Management | ONE FREEDOM DR, Oaks, PA 19456 | $155,361 | View return |
| 2019 | North Dakota State University Foundation | 990 | Investment Management | 100 Cider Mill Road, Oaks, PA 19456 | $1,133,865 | View return |
| 2019 | Wright State University Foundation Inc | 990 | Investment Manager | 1 Freedom Valley Drive, Oaks, PA 19456 | $766,738 | View return |
| 2019 | Harrison County Community Foundation | 990 | Investment Management | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $568,269 | View return |
| 2019 | University of Southern Mississippi | 990 | Investment Management Fees | 1 FREEDOM VALLEY DR, Oaks, PA 19456 | $557,403 | View return |
| 2019 | The Horizon Foundation of Howard County | 990 | Professional Management Of Assets | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $481,023 | View return |
| 2019 | The Home for Little Wanderers Inc | 990 | Investment Consulting | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $446,641 | View return |
| 2019 | Hospice of the Bluegrass Inc | 990 | Investment Management Services | 1 FREEDOM VALLEY DR, Oaks, PA 19456 | $207,067 | View return |
| 2019 | Joe Dimaggio Children'S Hospital | 990 | Investment Management | 1 FREEDOM VALLEY DR, Oaks, PA 19456 | $151,862 | View return |
| 2019 | Jewish Federation of Greater Seattle | 990 | Investment Management | ONE FREEDOM DRIVE, Oaks, PA 19456 | $146,349 | View return |
| 2018 | Harrison County Community Foundation | 990 | Investment Management | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $788,125 | View return |
| 2018 | Wright State University Foundation Inc | 990 | Investment Manager | 1 Freedom Valley Drive, Oaks, PA 19456 | $767,030 | View return |
| 2018 | The Home for Little Wanderers Inc | 990 | Investment Consulting | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $695,278 | View return |
| 2018 | University of Southern Mississippi | 990 | Investment Management Fees | 1 FREEDOM VALLEY DR, Oaks, PA 19456 | $528,450 | View return |
| 2018 | Seventh Regiment Armory Conservancy Inc | 990 | Investment Advisory | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $376,453 | View return |
| 2018 | Hospice of the Bluegrass Inc | 990 | Investment Management | 1 FREEDOM VALLEY DR, Oaks, PA 19456 | $198,837 | View return |
| 2018 | Jewish Federation of Greater Seattle | 990 | Investment Management | ONE FREEDOM DRIVE, Oaks, PA 19456 | $140,316 | View return |
| 2018 | Harrison County Community | 990 | Investment Managment | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $108,083 | View return |
| 2017 | Wright State University Foundation Inc | 990 | Investment Manager | 1 Freedom Valley Drive, Oaks, PA 19456 | $769,099 | View return |
| 2017 | Harrison County Community Foundation | 990 | Investment Management | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $722,994 | View return |
| 2017 | The Home for Little Wanderers Inc | 990 | Investment Consulting | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $401,042 | View return |
| 2017 | The Home for Little Wanderers Inc | 990 | Investment Consulting | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $401,042 | View return |
| 2017 | University of Southern Mississippi | 990 | Investment Management Fees | 1 FREEDOM VALLEY DR, Oaks, PA 19456 | $376,512 | View return |
| 2017 | New Jersey Education Association | 990 | Investment Services | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $114,489 | View return |
| 2016 | Wright State University Foundation Inc | 990 | Investment Manager | 1 Freedom Valley Drive, Oaks, PA 19456 | $796,095 | View return |
| 2016 | Harrison County Community Foundation | 990 | Investment Management | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $670,322 | View return |
| 2016 | The Home for Little Wanderers Inc | 990 | Investment Consulting | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $404,732 | View return |
| 2016 | University of Southern Mississippi | 990 | Investment Management Fees | 1 FREEDOM VALLEY DR, Oaks, PA 19456 | $349,443 | View return |
| 2015 | Wright State University Foundation Inc | 990 | Investment Manager | 1 Freedom Valley Drive, SUITE 401, Oaks, PA 19456 | $784,436 | View return |
| 2015 | Harrison County Community Foundation | 990 | Investment Management | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $569,069 | View return |
| 2015 | The Home for Little Wanderers Inc | 990 | Investment Consulting | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $435,234 | View return |
| 2015 | University of Southern Mississippi | 990 | Investment Management | 1 FREEDOM VALLEY DR, Oaks, PA 19456 | $337,575 | View return |
| 2014 | Wright State University Foundation Inc | 990 | Investment Management | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $697,022 | View return |
| 2014 | Harrison County Community Foundation | 990 | Investment Management | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $486,334 | View return |
| 2014 | The Home for Little Wanderers Inc | 990 | Investment Consulting | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $341,313 | View return |
| 2014 | University of Southern Mississippi | 990 | Investment Management | 1 FREEDOM VALLEY DR, Oaks, PA 19456 | $246,376 | View return |