Contractor
Sei Investments
12 customers • 53 returns • Latest tax year 2024 • Oaks, PA
Investment managementInvestment Managementinvestment mgmtInvestment Management FeesInvestment ServicesInvestmentInvestment Management ServicesInvestment Manager
Customers
12
Returns
53
Total Compensation
$25,243,819
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| The Marvin M Schwan Charitable Foundation | 36-3918630 | 10 | 2024 | Investment Management • investment mgmt | $7,664,133 |
| Northwest Community Healthcare | 36-3125209 | 3 | 2021 | Investment | $4,835,944 |
| Moravian University | 24-0795460 | 6 | 2022 | Investment Management • Investment management | $2,757,201 |
| Des Moines University Osteopathic | 42-0730347 | 4 | 2017 | Investment Management | $2,486,253 |
| New Jersey Education Association | 91-2003765 | 6 | 2023 | Investment Services | $1,983,898 |
| Direct Relief Foundation | 20-5983698 | 7 | 2023 | Investment Management Fees | $1,869,454 |
| Dakota Medical Foundation | 45-6012318 | 10 | 2023 | Investment management | $1,430,181 |
| Jewish Federation of Greater | 58-1021791 | 2 | 2016 | Investment Management | $913,865 |
| The Foundation for Santa Barbara | 95-3234551 | 2 | 2023 | Investment Management | $614,671 |
| Southwest Florida Community Foundation | 59-6580974 | 1 | 2024 | Investment Management | $268,622 |
| Westar Energy Inc- Post Retirement & | 48-1165594 | 1 | 2021 | Investment Management Services | $212,304 |
| Central Pennsylvania Teamsters Health and Welfare Fund | 23-6263170 | 1 | 2020 | Investment Manager | $207,293 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2024 | The Marvin M Schwan Charitable Foundation | 990 | investment mgmt | one freedom valley drive, Oaks, PA 19456 | $1,445,214 | View return |
| 2024 | Southwest Florida Community Foundation | 990 | Investment Management | 1 FREEDOM VALLEY DR, Oaks, PA 19456 | $268,622 | View return |
| 2023 | The Marvin M Schwan Charitable Foundation | 990 | investment mgmt | one freedom valley drive, Oaks, PA 19456 | $1,099,632 | View return |
| 2023 | New Jersey Education Association | 990 | Investment Services | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $453,102 | View return |
| 2023 | Direct Relief Foundation | 990 | Investment Management Fees | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $365,862 | View return |
| 2023 | The Foundation for Santa Barbara | 990 | Investment Management | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $325,152 | View return |
| 2023 | Dakota Medical Foundation | 990 | Investment management | 1 Freedom Valley Drive, Oaks, PA 19456 | $125,641 | View return |
| 2022 | The Marvin M Schwan Charitable Foundation | 990 | investment mgmt | one freedom valley drive, Oaks, PA 19456 | $1,273,050 | View return |
| 2022 | Moravian University | 990 | Investment Management | 1 Freedom Valley Drive, Oaks, PA 19456 | $569,935 | View return |
| 2022 | Direct Relief Foundation | 990 | Investment Management Fees | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $389,616 | View return |
| 2022 | New Jersey Education Association | 990 | Investment Services | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $382,793 | View return |
| 2022 | The Foundation for Santa Barbara | 990 | Investment Management | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $289,519 | View return |
| 2022 | Dakota Medical Foundation | 990 | Investment management | 1 Freedom Valley Drive, Oaks, PA 19456 | $139,707 | View return |
| 2021 | The Marvin M Schwan Charitable Foundation | 990 | investment mgmt | one freedom valley drive, Oaks, PA 19456 | $1,478,073 | View return |
| 2021 | Northwest Community Healthcare | 990 | Investment | 1 FREEDOM VALLEY DR, Oaks, PA 19456 | $1,027,792 | View return |
| 2021 | Moravian University | 990 | Investment Management | 1 Freedom Valley Drive, Oaks, PA 19456 | $535,600 | View return |
| 2021 | New Jersey Education Association | 990 | Investment Services | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $394,735 | View return |
| 2021 | Direct Relief Foundation | 990 | Investment Management Fees | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $299,011 | View return |
| 2021 | Westar Energy Inc- Post Retirement & | 990 | Investment Management Services | 1 FREEDOM VALLEY DR, Oaks, PA 19456 | $212,304 | View return |
| 2021 | Dakota Medical Foundation | 990 | Investment management | 1 Freedom Valley Drive, Oaks, PA 19456 | $133,212 | View return |
| 2020 | Northwest Community Healthcare | 990 | Investment | 1 FREEDOM VALLEY DR, Oaks, PA 19456 | $1,904,372 | View return |
| 2020 | The Marvin M Schwan Charitable Foundation | 990 | investment mgmt | one freedom valley drive, Oaks, PA 19456 | $1,253,515 | View return |
| 2020 | Moravian University | 990 | Investment management | 1 Freedom Valley Drive, Oaks, PA 19456 | $462,572 | View return |
| 2020 | New Jersey Education Association | 990 | Investment Services | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $303,125 | View return |
| 2020 | Direct Relief Foundation | 990 | Investment Management Fees | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $242,822 | View return |
| 2020 | Central Pennsylvania Teamsters Health and Welfare Fund | 990 | Investment Manager | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $207,293 | View return |
| 2020 | Dakota Medical Foundation | 990 | Investment management | 1 Freedom Valley Drive, Oaks, PA 19456 | $122,802 | View return |
| 2019 | Northwest Community Healthcare | 990 | Investment | 1 FREEDOM VALLEY DR, Oaks, PA 19456 | $1,903,780 | View return |
| 2019 | Moravian University | 990 | Investment management | 1 Freedom Valley Drive, Oaks, PA 19456 | $427,767 | View return |
| 2019 | New Jersey Education Association | 990 | Investment Services | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $242,108 | View return |
| 2019 | Direct Relief Foundation | 990 | Investment Management Fees | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $203,661 | View return |
| 2019 | Dakota Medical Foundation | 990 | Investment management | 1 Freedom Valley Drive, Oaks, PA 19456 | $131,358 | View return |
| 2019 | The Marvin M Schwan Charitable Foundation | 990 | investment mgmt | one freedom valley drive, Oaks, PA 19456 | $120,330 | View return |
| 2018 | Moravian University | 990 | Investment management | 1 Freedom Valley Drive, Oaks, PA 19456 | $338,751 | View return |
| 2018 | The Marvin M Schwan Charitable Foundation | 990 | investment mgmt | one freedom valley drive, Oaks, PA 19456 | $224,741 | View return |
| 2018 | New Jersey Education Association | 990 | Investment Services | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $208,035 | View return |
| 2018 | Direct Relief Foundation | 990 | Investment Management Fees | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $192,076 | View return |
| 2018 | Dakota Medical Foundation | 990 | Investment management | 1 Freedom Valley Drive, Oaks, PA 19456 | $138,804 | View return |
| 2017 | Des Moines University Osteopathic | 990 | Investment Management | ONE FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $631,913 | View return |
| 2017 | Moravian University | 990 | Investment management | 1 Freedom Valley Drive, Oaks, PA 19456 | $422,576 | View return |
| 2017 | Direct Relief Foundation | 990 | Investment Management Fees | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $176,406 | View return |
| 2017 | Dakota Medical Foundation | 990 | Investment management | 1 Freedom Valley Drive, Oaks, PA 19456 | $131,257 | View return |
| 2016 | Des Moines University Osteopathic | 990 | Investment Management | ONE FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $654,744 | View return |
| 2016 | Jewish Federation of Greater | 990 | Investment Management | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $460,093 | View return |
| 2016 | The Marvin M Schwan Charitable Foundation | 990 | investment mgmt | one freedom valley drive, Oaks, PA 19456 | $236,998 | View return |
| 2016 | Dakota Medical Foundation | 990 | Investment management | 1 Freedom Valley Drive, Oaks, PA 19456 | $162,069 | View return |
| 2015 | Des Moines University Osteopathic | 990 | Investment Management | ONE FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $670,262 | View return |
| 2015 | Jewish Federation of Greater | 990 | Investment Management | 1 FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $453,772 | View return |
| 2015 | The Marvin M Schwan Charitable Foundation | 990 | investment mgmt | one freedom valley drive, oaks, PA 19456 | $251,693 | View return |
| 2015 | Dakota Medical Foundation | 990 | Investment management | 1 Freedom Valley Drive, Oaks, PA 19456 | $172,979 | View return |
| 2014 | Des Moines University Osteopathic | 990 | Investment Management | ONE FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $529,334 | View return |
| 2014 | The Marvin M Schwan Charitable Foundation | 990 | Investment Management | ONE FREEDOM VALLEY DRIVE, Oaks, PA 19456 | $280,887 | View return |
| 2014 | Dakota Medical Foundation | 990 | Investment management | 1 Freedom Valley Drive, Oaks, PA 19456 | $172,352 | View return |