Contractor
US Bank
6 customers • 20 returns • Latest tax year 2024 • Milwaukee, WI
Investment ManagementInvestment Management FeesBank And CustodianBond Services
Customers
6
Returns
20
Total Compensation
$4,625,731
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| St Louis Community Foundation | 43-6023126 | 9 | 2023 | Investment Management | $2,402,056 |
| Renown Transitional Care Services | 88-0231828 | 4 | 2024 | Investment Management Fees | $795,012 |
| St Louis Community Foundation Inc | 43-1758789 | 3 | 2020 | Investment Management • Investment Management Fees | $514,853 |
| Cherokee County Charter School | 84-2787892 | 1 | 2020 | Bond Services | $411,873 |
| Eighth District Electrical Benefit Fund | 84-0730298 | 2 | 2017 | Bank And Custodian | $280,011 |
| Lakeside School | 91-0564971 | 1 | 2021 | Investment Management | $221,926 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2024 | Renown Transitional Care Services | 990 | Investment Management Fees | 1555 N Rivercenter Drive Suite 30, Milwaukee, WI 53212 | $230,264 | View return |
| 2023 | St Louis Community Foundation | 990 | Investment Management | 155 N RIVERCENTER DR SUITE 300, Milwaukee, WI 53212 | $225,045 | View return |
| 2023 | Renown Transitional Care Services | 990 | Investment Management Fees | 1555 N Rivercenter Drive Suite 30, Milwaukee, WI 53212 | $182,269 | View return |
| 2022 | Renown Transitional Care Services | 990 | Investment Management Fees | 1555 N Rivercenter Dr Ste 300, Milwaukee, WI 53212 | $246,080 | View return |
| 2022 | St Louis Community Foundation | 990 | Investment Management | 155 N RIVERCENTER DR SUITE 300, Milwaukee, WI 53212 | $220,199 | View return |
| 2021 | St Louis Community Foundation | 990 | Investment Management | 155 N RIVERCENTER DR SUITE 300, Milwaukee, WI 53212 | $301,429 | View return |
| 2021 | Lakeside School | 990 | Investment Management | 1555 N RIVERCENTER DR STE 300, Milwaukee, WI 53212 | $221,926 | View return |
| 2021 | Renown Transitional Care Services | 990 | Investment Management Fees | 1555 N Rivercenter Dr Ste 300, Milwaukee, WI 53212 | $136,399 | View return |
| 2020 | Cherokee County Charter School | 990 | Bond Services | 777 EAST WISONSIN AVENUE, Milwaukee, WI 53202-5300 | $411,873 | View return |
| 2020 | St Louis Community Foundation | 990 | Investment Management | 155 N RIVERCENTER DR SUITE 300, Milwaukee, WI 53212 | $276,466 | View return |
| 2020 | St Louis Community Foundation Inc | 990 | Investment Management | 155 N RIVERCENTER DR SUITE 300, Milwaukee, WI 53212 | $276,466 | View return |
| 2019 | St Louis Community Foundation | 990 | Investment Management | 155 N RIVERCENTER DR SUITE 300, Milwaukee, WI 53212 | $238,551 | View return |
| 2019 | St Louis Community Foundation Inc | 990 | Investment Management Fees | 155 N RIVERCENTER DR SUITE 300, Milwaukee, WI 53212 | $124,486 | View return |
| 2018 | St Louis Community Foundation | 990 | Investment Management | 155 N RIVERCENTER DR SUITE 300, Milwaukee, WI 53212 | $282,730 | View return |
| 2018 | St Louis Community Foundation Inc | 990 | Investment Management Fees | 155 N RIVERCENTER DR SUITE 300, Milwaukee, WI 53212 | $113,901 | View return |
| 2017 | St Louis Community Foundation | 990 | Investment Management | 1555 N RIVERCENTER DR SUITE 300, Milwaukee, WI 53212 | $304,186 | View return |
| 2017 | Eighth District Electrical Benefit Fund | 990 | Bank And Custodian | 1555 N Rivercenter Dr Ste 300, Milwaukee, WI 53212 | $120,706 | View return |
| 2016 | Eighth District Electrical Benefit Fund | 990 | Bank And Custodian | 1555 N Rivercenter Dr Ste 300, Milwaukee, WI 53212 | $159,305 | View return |
| 2015 | St Louis Community Foundation | 990 | Investment Management | 1555 N RIVERCENTER DR SUITE 300, Milwaukee, WI 53212 | $298,634 | View return |
| 2014 | St Louis Community Foundation | 990 | Investment Management | 1555 N RIVERCENTER DR SUITE 300, Milwaukee, WI 53212 | $254,816 | View return |