Contractor
UBS Financial Services
3 customers • 13 returns • Latest tax year 2024 • Houston, TX
Investment management/custodianInvestment managementInv cons/custodianInvestment Mgmt
Customers
3
Returns
13
Total Compensation
$3,639,649
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| The Cullen Trust for the Performing Arts | 74-2060976 | 7 | 2024 | Inv cons/custodian • Investment management/custodian | $2,667,464 |
| University of Houston Law Foundation | 74-1732551 | 5 | 2023 | Investment Mgmt • Investment management | $571,597 |
| University of Houston Foundation | 74-6041411 | 1 | 2014 | Investment Mgmt | $400,588 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2024 | The Cullen Trust for the Performing Arts | 990 | Investment management/custodian | 4400 Post Oak Pkwy Ste 2000, Houston, TX 77027 | $397,276 | View return |
| 2023 | The Cullen Trust for the Performing Arts | 990 | Investment management/custodian | 4400 Post Oak Pkwy Ste 2000, Houston, TX 77027 | $353,531 | View return |
| 2023 | University of Houston Law Foundation | 990 | Investment management | 4400 Post Oak Pkwy, Houston, TX 77027 | $105,799 | View return |
| 2022 | The Cullen Trust for the Performing Arts | 990 | Investment management/custodian | 4400 Post Oak Pkwy Ste 2000, Houston, TX 77027 | $393,949 | View return |
| 2022 | University of Houston Law Foundation | 990 | Investment management | 4400 Post Oak Pkwy, Houston, TX 77027 | $100,974 | View return |
| 2021 | The Cullen Trust for the Performing Arts | 990 | Investment management/custodian | 4400 Post Oak Pkwy Ste 2000, Houston, TX 77027 | $462,624 | View return |
| 2021 | University of Houston Law Foundation | 990 | Investment management | 4400 Post Oak Pkwy, Houston, TX 77027 | $125,091 | View return |
| 2020 | The Cullen Trust for the Performing Arts | 990 | Inv cons/custodian | 4400 Post Oak Pkwy 2000, Houston, TX 77027 | $365,502 | View return |
| 2019 | The Cullen Trust for the Performing Arts | 990 | Inv cons/custodian | 4400 Post Oak Pkwy 2000, Houston, TX 77027 | $346,684 | View return |
| 2019 | University of Houston Law Foundation | 990 | Investment Mgmt | 4400 Post Oak Parkway, Houston, TX 77027 | $117,191 | View return |
| 2018 | The Cullen Trust for the Performing Arts | 990 | Inv cons/custodian | 4400 Post Oak Pkwy 2000, Houston, TX 77027 | $347,898 | View return |
| 2018 | University of Houston Law Foundation | 990 | Investment Mgmt | 4400 Post Oak Parkway, Houston, TX 77027 | $122,542 | View return |
| 2014 | University of Houston Foundation | 990 | Investment Mgmt | 4400 Post Oak Pkwy 2000, Houston, TX 77027 | $400,588 | View return |