UBS FINANCIAL SERVICES INC
- Addresses
- 1000 HARBOR BLVD, WEEHAWKEN, NJ 07086
written 5 ways in filings
1000 HARBOR BLVD, WEEHAWKEN, NJ 07086
1000 Harbor Blvd, Weehawken, NJ 07086
1000 HARBOR BLVD, Weehawken, NJ 07086
1000 HARBOR BOULEVARD, WEEHAWKEN, NJ 07086
1000 Harbor Blvd, WEEHAWKEN, NJ 07086
312 WALNUT STREET SUITE 3300, CINCINNATI, OH 45202
17 WEST MCBEE AVENUE, GREENVILLE, SC 29601written 3 ways in filings
17 WEST MCBEE AVENUE, GREENVILLE, SC 29601
17 West McBee Avenue, Greenville, SC 296012722
17 WEST MCBEE AVENUE, GREENVILLE, SC 296012722
1735 MARKET STREET 36TH FL, PHILADELPHIA, PA 19103
299 PARK AVENUE 25TH FLOOR, NEW YORK, NY 101710002written 2 ways in filings
299 PARK AVENUE 25TH FLOOR, NEW YORK, NY 101710002
299 PARK AVE 25TH FL, NEW YORK, NY 101710002
1700 West Wall Street, Midland, TX 79701written 2 ways in filings
1700 West Wall Street, Midland, TX 79701
1700 W WALL ST STE 220, MIDLAND, TX 79701
6100 FAIRVIEW ROAD 9TH FLOOR, CHARLOTTE, NC 28210
10800 FINANCIAL CTR PKWY STE 400, LITTLE ROCK, AR 722113524
4400 POST OAK PARKWAY SUITE 1700, HOUSTON, TX 770273441written 5 ways in filings
4400 POST OAK PARKWAY SUITE 1700, HOUSTON, TX 770273441
4400 POST OAK PARKWAY, HOUSTON, TX 77027
4400 POST OAK PARKWAY SUITE 1700, HOUSTON, TX 77027
4400 Post Oak Parkway Ste 1700, Houston, TX 77027
4400 Post Oak Pkwy 2000, Houston, TX 77027
100 CRESCENT CT SUITE 400, DALLAS, TX 75201written 6 ways in filings
100 CRESCENT CT SUITE 400, DALLAS, TX 75201
100 CRESCENT CT SUITE 600, DALLAS, TX 75201
100 CRESCENT COURT SUITE 400, DALLAS, TX 752017817
100 CRESCENT CT STE 600, DALLAS, TX 75201
100 CRESCENT COURT SUITE 600, DALLAS, TX 752011842
100 Crescent Court Ste 400, Dallas, TX 75201
+86 more - Service
- INVESTMENT ADVISORS
- Total reported
- $111,590,878
- Website
- Find website (990s don't list vendor websites; this searches DuckDuckGo)
Who paid them
| Year | Organization | Service | Location | Paid | Filing |
|---|---|---|---|---|---|
| 2025 | ROBERT DAVID LION GARDINER FOUNDATION INC | INVESTMENT MGR | PALM BEACH GARDENS, FL | $767,545 | view original ↗ |
| 2025 | JESUS FUND | ADVISORY SERVICE | LITTLE ROCK, AR | $613,733 | view original ↗ |
| 2025 | NAVY-MARINE CORPS RELIEF SOCIETY | INVESTMENT MANGEMENT SERVICES | WASHINGTON, DC | $504,000 | view original ↗ |
| 2025 | PUFFIN FOUNDATION LTD | ADVISORY/MANAGEMENT ACCOUNT FEE | NEW YORK, NY | $401,627 | view original ↗ |
| 2025 | FOURTEN FOUNDATION | INVESTMENT MANAGEMENT FEES | CHARLOTTE, NC | $264,801 | view original ↗ |
| 2025 | CHARLES D FLEISCHMAN CHARITABLE TR | INVESTMENT ADVISORY | GREENWICH, CT | $239,438 | view original ↗ |
| 2025 | PERMIAN BASIN AREA FOUNDATION | Investment Consultant and Management Services | Midland, TX | $238,034 | view original ↗ |
| 2025 | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS | INVESTMENT FEES | FLORHAM PARK, NJ | $190,058 | view original ↗ |
| 2025 | THE FRANCIS OUIMET SCHOLARSHIP FUND INC | INVESTMENT ADVISORS | BOSTON, MA | $185,252 | view original ↗ |
| 2025 | ALLISON FOUNDATION INC | ASSET MANAGEMENT SERVICES | NEW YORK, NY | $176,467 | view original ↗ |
| 2025 | THE MCGEE FOUNDATION INC | INVESTMENT MANAGEMENT | CARMEL, CA | $131,217 | view original ↗ |
| 2025 | WILLIAM I SMITH FAMILY FOUNDATION | INVESTMENT ADVISOR | DENVER, CO | $129,610 | view original ↗ |
| 2025 | TOWER FAMILY FUND INC | MANAGEMENT & ADVISORY FEES | BUFFALO, NY | $129,583 | view original ↗ |
| 2025 | AIMEE AND FRANK BATTEN JR FOUNDATION | INVESTMENT MGMT | RALEIGH, NC | $121,060 | view original ↗ |
| 2025 | ANDREW DELANEY FOUNDATION | INVESTMENT MANAGEMENT | HOUSTON, TX | $120,588 | view original ↗ |
| 2025 | KITTY M PERKINS FOUNDATION | INVESTMENT MGMT | WEEHAWKEN, NJ | $82,932 | view original ↗ |
| 2025 | DON AND MAGGIE BUCHWALD FOUNDATION | INVESTMENT ADVISORY SERVICES | WEEHAWKEN, NJ | $81,033 | view original ↗ |
| 2025 | PAUL AND MARGARET PORTER CHARITABLE FOUNDATION | INVESTMENT/ADVISORY | CHARLOTTE, NC | $80,914 | view original ↗ |
| 2025 | HELPING HANDS FOUNDATION INC | INVESTMENT MANAGEMENT | BALTIMORE, MD | $80,151 | view original ↗ |
| 2025 | JUNE & JULIAN FOSS FOUNDATION | INVESTMENT MANAGEMENT FEES | PORTLAND, OR | $79,102 | view original ↗ |
| 2025 | FRED COLLINS FOUNDATION | INVESTMENT | GREENVILLE, SC | $73,487 | view original ↗ |
| 2025 | EL HIBRI FOUNDATION | INVESTMENT ADVISOR | PLANO, TX | $69,410 | view original ↗ |
| 2025 | LATATTORE FOUNDATION | INVESTMENT MANAGEMENT | HOUSTON, TX | $68,922 | view original ↗ |
| 2025 | GEORGE AND LOUISE J HAUSER CHARITABLE TR | Investment Mgmt | WELLESLEY, MA | $67,859 | view original ↗ |
| 2025 | SHIVERS CANCER FOUNDATION | INVESTMENT ADVISORY | AUSTIN, TX | $67,668 | view original ↗ |
| 2025 | SAM PRICE FAMILY FOUNDATION | Investment Advisor | Leawood, KS | $62,365 | view original ↗ |
| 2025 | RGAF FOUNDATION | Investment Management | Bloomington, MN | $62,341 | view original ↗ |
| 2025 | GEORGE H AND ESTELLE M SANDS FOUNDATION | invest mgmt | WEEHAWKEN, NJ | $52,339 | view original ↗ |
| 2025 | BROOKLYN BENEVOLENT SOCIETY | INVESTMENT MANAGEMENT AND ADVISORY | NEW YORK, NY | $50,395 | view original ↗ |
| 2024 | FIDELITY INVESTMENTS CHARITABLE GIFT FUND | INVEST. MANAGEMENT | WEEHAWKEN, NJ | $11,756,056 | view original ↗ |
| 2024 | AURORA FOUNDATION | INVESTMENT MGMT | NEW YORK, NY | $1,791,972 | view original ↗ |
| 2024 | ROBERT DAVID LION GARDINER FOUNDATION INC | INVESTMENT MGR | PALM BEACH GARDENS, FL | $707,504 | view original ↗ |
| 2024 | NELDA C AND HJ LUTCHER STARK FOUNDATION | Investment Management | New York, NY | $643,804 | view original ↗ |
| 2024 | CONNIE MAXWELL CHILDRENS HOME | ACCOUNT/INVESTMENT MANAGEMENT FEES | GREENVILLE, SC | $505,531 | view original ↗ |
| 2024 | JESUS FUND | ADVISORY SERVICE | LITTLE ROCK, AR | $503,833 | view original ↗ |
| 2024 | GERSON BAKAR FOUNDATION | INVESTMENT MANAGEMENT | WEEHAWKEN, NJ | $487,498 | view original ↗ |
| 2024 | NAVY-MARINE CORPS RELIEF SOCIETY | INVESTMENT MANGEMENT SERVICES | WASHINGTON, DC | $481,012 | view original ↗ |
| 2024 | JOHN P MCGOVERN FOUNDATION | Investment management | The Woodlands, TX | $423,713 | view original ↗ |
| 2024 | JOHN M OQUINN FOUNDATION | INVESTMENT ADVISORY SERVICES | HOUSTON, TX | $417,080 | view original ↗ |
| 2024 | ZEE FOUNDATION | MANAGEMENT FEE | SAN FRANCISCO, CA | $395,638 | view original ↗ |
| 2024 | LINDA PACE FOUNDATION | INVESTMENT ADV | DALLAS, TX | $383,551 | view original ↗ |
| 2024 | VALLEY BAPTIST LEGACY FOUNDATION | INVESTMENT BROKER | NEW ORLEANS, LA | $330,714 | view original ↗ |
| 2024 | WILLIAM & ELAINE KAPLAN FAMILY CHARITABLE FOUNDATION | INVESTMENT ADVISORY | NEW YORK, NY | $327,166 | view original ↗ |
| 2024 | TEJEMOS FOUNDATION | Investment management | Houston, TX | $321,746 | view original ↗ |
| 2024 | WAYNE AND JO ANN MOORE CHARITABLEFOUNDATION | INVESTMENT MANAGEMENT | MIDLAND, TX | $318,905 | view original ↗ |
| 2024 | ERNEST GALLO FOUNDATION | FINANCIAL MANAGEMENT | FORT WORTH, TX | $295,409 | view original ↗ |
| 2024 | PATHWAYS FOUNDATION | INVESTMENT MANAGEMENT | LOS ANGELES, CA | $291,827 | view original ↗ |
| 2024 | FOURTEN FOUNDATION | INVESTMENT MANAGEMENT FEES | CHARLOTTE, NC | $246,789 | view original ↗ |
| 2024 | JAMES AND BEATRICE SALAH CHARITABLE TRUST | INVESTMENT ADVISORY | FORT LAUDERDALE, FL | $238,126 | view original ↗ |
| 2024 | COUNTESS MOIRA CHARITABLE FOUNDATION | INVESTMENT MANAGEMENT AND ADVISORY | PURCHASE, NY | $232,122 | view original ↗ |
| 2024 | PERMIAN BASIN AREA FOUNDATION | Investment Consultant and Management Services | Midland, TX | $221,998 | view original ↗ |
| 2024 | THE GROSSMAN FAMILY FOUNDATION | INVESTMENT MANAGEMENT | FLORHAM PARK, NJ | $219,110 | view original ↗ |
| 2024 | JEM PROJECT | INVESTMENT MGT | SAN FRANCISCO, CA | $218,954 | view original ↗ |
| 2024 | M G & LILLIE A JOHNSON FOUNDATION INC | INV. ADVICE | SUGARLAND, TX | $216,268 | view original ↗ |
| 2024 | ROBERT LLOYD CORKIN CHARITABLE FOUNDATION | INVESTMENT MANAGEMENT SERVICE | WEST PALM BEACH, FL | $214,680 | view original ↗ |
| 2024 | THE MCGEE FOUNDATION INC | INVESTMENT MANAGEMENT | CARMEL, CA | $199,421 | view original ↗ |
| 2024 | UNNEWEHR FAMILY FOUNDATION | FINANCIAL ADVISOR | CINCINNATI, OH | $188,874 | view original ↗ |
| 2024 | EDELWEISS FOUNDATION | FINANCIAL ADVISOR | CINCINNATI, OH | $188,084 | view original ↗ |
| 2024 | THE FRANCIS OUIMET SCHOLARSHIP FUND INC | INVESTMENT ADVISORS | BOSTON, MA | $161,639 | view original ↗ |
| 2024 | JOHN & DENISE GRAVES FOUNDATION | INVESTMENT MANAGEMENT | MINNEAPOLIS, MN | $161,043 | view original ↗ |
| 2024 | BEN AND ESTHER ROSENBLOOM FOUNDATION INC | INVESTMENT MANAGEMENT | NEW YORK, NY | $158,027 | view original ↗ |
| 2024 | AMBROSE MONELL FOUNDATION | CUSTODIAL FEES | NEW YORK, NY | $157,597 | view original ↗ |
| 2024 | EUGENE MCDERMOTT FOUNDATION | Investment manager | Dallas, TX | $150,911 | view original ↗ |
| 2024 | SANSOM FOUNDATION INC | Investment Management | Fort Lauderdale, FL | $150,178 | view original ↗ |
| 2024 | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS | INVESTMENT FEES | FLORHAM PARK, NJ | $148,384 | view original ↗ |
| 2024 | KUHLE FAMILY FOUNDATION | INVESTMENT SERVICES | WEEHAWKEN, NJ | $148,288 | view original ↗ |
| 2024 | ANDREW DELANEY FOUNDATION | INVESTMENT MANAGEMENT | HOUSTON, TX | $137,440 | view original ↗ |
| 2024 | JAL PUBLIC LIBRARY FUND | INVESTMENT ADVISORY | ALBUQUERQUE, NM | $137,027 | view original ↗ |
| 2024 | TOWER FAMILY FUND INC | MANAGEMENT & ADVISORY FEES | BUFFALO, NY | $136,425 | view original ↗ |
| 2024 | PDB FOUNDATION | INVESTMENT MANAGEMENT FEES | WEEHAWKEN, NJ | $133,189 | view original ↗ |
| 2024 | GILL FOUNDATION | MANAGEMENT FEES | DENVER, CO | $124,139 | view original ↗ |
| 2024 | SHRM FOUNDATION INC | INV MNGT SERVICES | STAMFORD, CT | $122,484 | view original ↗ |
| 2024 | WILLMAS CHARITABLE TRUST | INVESTMENT MANAGEMEN | NEWPORT BEACH, CA | $120,452 | view original ↗ |
| 2024 | ODESSA COLLEGE FOUNDATION INCORPORATED | INVESTMENT ADVISORY | MIDLAND, TX | $118,962 | view original ↗ |
| 2024 | AIMEE AND FRANK BATTEN JR FOUNDATION | INVESTMENT MGMT | RALEIGH, NC | $105,233 | view original ↗ |
| 2024 | KENT AND JOANN FOSTER FAMILY FOUNDATION | INVESTMENT MANAGEMENT | DALLAS, TX | $101,458 | view original ↗ |
| 2024 | INDIGO FOUNDATION INC | INVESTMENT MANAGEMENT | LOUISVILLE, KY | $101,090 | view original ↗ |
| 2024 | BOREN FOUNDATION INC | INVESTMENT SERVICES | DENVER, CO | $100,758 | view original ↗ |
| 2024 | ELIZABETH L ELTING FOUNDATION | ADVISORY FEES | NEW YORK, NY | $100,432 | view original ↗ |
| 2024 | SHIVERS CANCER FOUNDATION | INVESTMENT ADVISORY | AUSTIN, TX | $94,978 | view original ↗ |
| 2024 | SAMUEL P MANDELL FOUNDATION | INVESTMENT SERVICES | PHILADELPHIA, PA | $91,171 | view original ↗ |
| 2024 | SPANX BY SARA BLAKELY FOUNDATION INC | INVESTMENT MANAGER | ATLANTA, GA | $90,758 | view original ↗ |
| 2024 | ARCADIA FOUNDATION | BROKER/INVESTMNT ADVISOR | PHILADELPHIA, PA | $89,252 | view original ↗ |
| 2024 | ALLISON FOUNDATION INC | ASSET MANAGEMENT SERVICES | NEW YORK, NY | $88,185 | view original ↗ |
| 2024 | ALDRICH FOUNDATION | INVESTMENT MANAGEMENT FEES | WARREN, NJ | $85,337 | view original ↗ |
| 2024 | DIEBOLT FOUNDATION | FINANCIAL | WEEHAWKEN, NJ | $82,522 | view original ↗ |
| 2024 | RONALD & JOYCE WANEK FOUNDATION LTD | INVT MANAGEMENT | TAMPA, FL | $79,375 | view original ↗ |
| 2024 | DON AND MAGGIE BUCHWALD FOUNDATION | INVESTMENT ADVISORY SERVICES | WEEHAWKEN, NJ | $76,995 | view original ↗ |
| 2024 | KITTY M PERKINS FOUNDATION | INVESTMENT MGMT | WEEHAWKEN, NJ | $76,570 | view original ↗ |
| 2024 | JUNE & JULIAN FOSS FOUNDATION | INVESTMENT MANAGEMENT | PORTLAND, OR | $74,755 | view original ↗ |
| 2024 | HELPING HANDS FOUNDATION INC | INVESTMENT MANAGEMENT | BALTIMORE, MD | $74,136 | view original ↗ |
| 2024 | FRED COLLINS FOUNDATION | INVESTMENT | GREENVILLE, SC | $71,695 | view original ↗ |
| 2024 | PAUL AND MARGARET PORTER CHARITABLE FOUNDATION | INVESTMENT/ADVISORY | CHARLOTTE, NC | $70,452 | view original ↗ |
| 2024 | LATATTORE FOUNDATION | INVESTMENT MANAGEMENT | HOUSTON, TX | $68,204 | view original ↗ |
| 2024 | EL HIBRI FOUNDATION | INVESTMENT ADVISOR | PLANO, TX | $65,030 | view original ↗ |
| 2024 | SAM PRICE FAMILY FOUNDATION | investment Advisor | Leawood, KS | $65,002 | view original ↗ |
| 2024 | GEORGE AND LOUISE J HAUSER CHARITABLE TR | Investment MGMT | WELLESLEY, MA | $63,787 | view original ↗ |
| 2024 | RGAF FOUNDATION | Investment Management | Bloomington, MN | $62,109 | view original ↗ |
| 2024 | 1848 FOUNDATION | INVESTMENT ADVISORY | HARTFORD, CT | $61,659 | view original ↗ |
| 2024 | THE CRUM FOUNDATION | Investment mgmt | WinstonSalem, NC | $61,647 | view original ↗ |
| 2024 | VICTOR AND CHRISTINE ANTHONY FOUNDATION INC | BROKERAGE FEES | WEEHAWKEN, NJ | $60,006 | view original ↗ |
| 2024 | SERAMUR FAMILY FOUNDATION INC | INVESTMENT ADVISORY | CHICAGO, IL | $59,574 | view original ↗ |
| 2024 | STANLEY & FLORENCE PATTEN CHAR FDN | INVESTMENT MGMT | BELLEVUE, WA | $55,896 | view original ↗ |
| 2024 | RUESCH FAMILY FOUNDATION | INVESTMENT MANAGEMEN | NEW YORK, NY | $55,884 | view original ↗ |
| 2024 | ALTEC-STYSLINGER FOUNDATION INC | INVESTMENT ADVISORY SERVICES | ATLANTA, GA | $54,998 | view original ↗ |
| 2024 | GEORGE H AND ESTELLE M SANDS FOUNDATION | invest mgmt | WEEHAWKEN, NJ | $50,370 | view original ↗ |
| 2023 | AURORA FOUNDATION | INVESTMENT MANAGEMENT | NEW YORK, NY | $1,448,732 | view original ↗ |
| 2023 | AURORA FOUNDATION | INVESTMENT MANAGEMENT | NEW YORK, NY | $1,448,732 | view original ↗ |
| 2023 | NELDA C AND HJ LUTCHER STARK FOUNDATION | Investment Management | New York, NY | $631,275 | view original ↗ |
| 2023 | CONNIE MAXWELL CHILDRENS HOME | Account/Investment Management Fees | Greenville, SC | $443,123 | view original ↗ |
| 2023 | JOHN P MCGOVERN FOUNDATION | Investment management | The Woodlands, TX | $420,425 | view original ↗ |
| 2023 | NAVY-MARINE CORPS RELIEF SOCIETY | INVESTMENT MANGEMENT SERVICES | WASHINGTON, DC | $416,471 | view original ↗ |
| 2023 | JESUS FUND | ADVISORY SERVICE | LITTLE ROCK, AR | $390,998 | view original ↗ |
| 2023 | JOHN M OQUINN FOUNDATION | INVESTMENT ADVISORY SERVICES | HOUSTON, TX | $373,375 | view original ↗ |
| 2023 | LINDA PACE FOUNDATION | INVESTMENT ADV | DALLAS, TX | $339,969 | view original ↗ |
| 2023 | ZEE FOUNDATION | INVESTMENT MANAGEMENT FEES | SAN FRANCISCO, CA | $325,331 | view original ↗ |
| 2023 | VALLEY BAPTIST LEGACY FOUNDATION | INVESTMENT BROKER | NEW ORLEANS, LA | $294,232 | view original ↗ |
| 2023 | TEJEMOS FOUNDATION | INVESTMENT MANAGEMENT | HOUSTON, TX | $292,917 | view original ↗ |
| 2023 | WAYNE AND JO ANN MOORE CHARITABLEFOUNDATION | INVESTMENT MANAGEMENT | MIDLAND, TX | $287,341 | view original ↗ |
| 2023 | WILLIAM & ELAINE KAPLAN FAMILY CHARITABLE FOUNDATION | INVESTMENT ADVISORY | NEW YORK, NY | $279,130 | view original ↗ |
| 2023 | PATHWAYS FOUNDATION | INVESTMENT MANAGEMENT | LOS ANGELES, CA | $266,804 | view original ↗ |
| 2023 | ERNEST GALLO FOUNDATION | FINANCIAL MANAGEMENT | FORT WORTH, TX | $265,537 | view original ↗ |
| 2023 | COUNTESS MOIRA CHARITABLE FOUNDATION | INVESTMENT MANAGEMENT AND ADVISORY | PURCHASE, NY | $220,351 | view original ↗ |
| 2023 | JEM PROJECT | INVESTMENT MGT | SAN FRANCISCO, CA | $217,785 | view original ↗ |
| 2023 | FOURTEN FOUNDATION | INVESTMENT MANAGEMENT FEES | CHARLOTTE, NC | $217,774 | view original ↗ |
| 2023 | JAMES AND BEATRICE SALAH CHARITABLE TRUST | INVESTMENT ADVISORY | FORT LAUDERDALE, FL | $216,647 | view original ↗ |
| 2023 | BERNARD & AUDRE RAPOPORT FOUNDATION | INVESTMENT ADVICE | DALLAS, TX | $209,674 | view original ↗ |
| 2023 | PERMIAN BASIN AREA FOUNDATION | Investment Consultant and Management Services | Midland, TX | $201,966 | view original ↗ |
| 2023 | THE MCGEE FOUNDATION INC | INVESTMENT MANAGEMENT | CARMEL, CA | $194,091 | view original ↗ |
| 2023 | THE GROSSMAN FAMILY FOUNDATION | INVESTMENT MANAGEMENT | FLORHAM PARK, NJ | $187,727 | view original ↗ |
| 2023 | ROBERT LLOYD CORKIN CHARITABLE FOUNDATION | INVESTMENT MANAGEMENT SERVICE | WEST PALM BEACH, FL | $180,665 | view original ↗ |
| 2023 | M G & LILLIE A JOHNSON FOUNDATION INC | INV. ADVICE | SUGARLAND, TX | $166,309 | view original ↗ |
| 2023 | UNNEWEHR FAMILY FOUNDATION | FINANCIAL ADVISOR | CINCINNATI, OH | $161,290 | view original ↗ |
| 2023 | EDELWEISS FOUNDATION | FINANCIAL ADVISOR | CINCINNATI, OH | $161,091 | view original ↗ |
| 2023 | EUGENE MCDERMOTT FOUNDATION | Investment manager | Dallas, TX | $160,274 | view original ↗ |
| 2023 | JOHN & DENISE GRAVES FOUNDATION | INVESTMENT MANAGEMENT | MINNEAPOLIS, MN | $157,889 | view original ↗ |
| 2023 | PDB FOUNDATION | INVESTMENT MANAGEMENT FEES | WEEHAWKEN, NJ | $154,078 | view original ↗ |
| 2023 | THE FRANCIS OUIMET SCHOLARSHIP FUND INC | INVESTMENT ADVISORS | BOSTON, MA | $149,023 | view original ↗ |
| 2023 | SANSOM FOUNDATION INC | Investment Management | Fort Lauderdale, FL | $142,276 | view original ↗ |
| 2023 | BEN AND ESTHER ROSENBLOOM FOUNDATION INC | INVESTMENT MANAGEMENT | NEW YORK, NY | $141,629 | view original ↗ |
| 2023 | ANDREW DELANEY FOUNDATION | INVESTMENT MANAGEMENT | HOUSTON, TX | $138,351 | view original ↗ |
| 2023 | TOWER FAMILY FUND INC | MANAGEMENT & ADVISORY FEES | BUFFALO, NY | $134,517 | view original ↗ |
| 2023 | JAL PUBLIC LIBRARY FUND | INVESTMENT ADVISORY | ALBUQUERQUE, NM | $129,091 | view original ↗ |
| 2023 | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS | INVESTMENT FEES | FLORHAM PARK, NJ | $123,957 | view original ↗ |
| 2023 | HASSENFELD FOUNDATION | Professional Service | Weehawken, NJ | $117,936 | view original ↗ |
| 2023 | GILL FOUNDATION | MANAGEMENT FEES | DENVER, CO | $116,318 | view original ↗ |
| 2023 | PATRICIA & BERNARD GOLDSTEIN FAMILYFOUNDATION | MGMT & ADVISORY | NEW YORK, NY | $112,975 | view original ↗ |
| 2023 | SHRM FOUNDATION INC | INV MNGT SERVICES | STAMFORD, CT | $110,442 | view original ↗ |
| 2023 | INDIGO FOUNDATION INC | INVESTMENT MANAGEMENT | LOUISVILLE, KY | $92,683 | view original ↗ |
| 2023 | KENT AND JOANN FOSTER FAMILY FOUNDATION | INVESTMENT MANAGEMENT | DALLAS, TX | $91,050 | view original ↗ |
| 2023 | SHIVERS CANCER FOUNDATION | INVESTMENT ADVISORY | AUSTIN, TX | $89,463 | view original ↗ |
| 2023 | ARCADIA FOUNDATION | BROKER/INVESTMNT ADVISOR | PHILADELPHIA, PA | $87,776 | view original ↗ |
| 2023 | SAMUEL P MANDELL FOUNDATION | INVESTMENT SERVICES | PHILADELPHIA, PA | $85,935 | view original ↗ |
| 2023 | SPANX BY SARA BLAKELY FOUNDATION INC | INVESTMENT MANAGER | ATLANTA, GA | $84,190 | view original ↗ |
| 2023 | ALDRICH FOUNDATION | INVESTMENT MANAGEMENT FEES | WARREN, NJ | $81,484 | view original ↗ |
| 2023 | MAUD GLOVER FOLSOM FOUNDATION INC | INVESTMENT MANAGEMENT | STAMFORD, CT | $73,267 | view original ↗ |
| 2023 | DON AND MAGGIE BUCHWALD FOUNDATION | INVESTMENT ADVISORY SERVICES | WEEHAWKEN, NJ | $71,215 | view original ↗ |
| 2023 | HELPING HANDS FOUNDATION INC | INVESTMENT MANAGEMENT | BALTIMORE, MD | $67,975 | view original ↗ |
| 2023 | KITTY M PERKINS FOUNDATION | INVESTMENT MGMT | WEEHAWKEN, NJ | $67,954 | view original ↗ |
| 2023 | PAUL AND MARGARET PORTER CHARITABLE FOUNDATION | INVESTMENT/ADVISORY | CHARLOTTE, NC | $67,232 | view original ↗ |
| 2023 | FRED COLLINS FOUNDATION | INVESTMENT | GREENVILLE, SC | $67,021 | view original ↗ |
| 2023 | MELVIN DOUGLAS AND VICTORIA KAY IVESTER FOUNDATION INC | Investment Advisory | Atlanta, GA | $64,566 | view original ↗ |
| 2023 | DIEBOLT FOUNDATION | FINANCIAL | WEEHAWKEN, NJ | $64,495 | view original ↗ |
| 2023 | NONNAS GARDEN A PRIVATE FOUNDATION | INVESTMENT MANAGEMENT | NEW YORK, NY | $63,088 | view original ↗ |
| 2023 | JUNE & JULIAN FOSS FOUNDATION | INVESTMENT MANAGEMENT | PORTLAND, OR | $62,770 | view original ↗ |
| 2023 | 1848 FOUNDATION | INVESTMENT ADVISORY | HARTFORD, CT | $60,116 | view original ↗ |
| 2023 | HOUTZ FAMILY FOUNDATION INC | Investment MGMT | MIAMISBURG, OH | $58,847 | view original ↗ |
| 2023 | SAM PRICE FAMILY FOUNDATION | investment advisor | Leawood, KS | $58,558 | view original ↗ |
| 2023 | VICTOR AND CHRISTINE ANTHONY FOUNDATION INC | BROKERAGE FEES | WEEHAWKEN, NJ | $57,418 | view original ↗ |
| 2023 | GEORGE AND LOUISE J HAUSER CHARITABLE TR | Investment MGMT | WELLESLEY, MA | $56,848 | view original ↗ |
| 2023 | EL HIBRI FOUNDATION | INVESTMENT ADVISOR | PLANO, TX | $53,733 | view original ↗ |
| 2023 | RGAF FOUNDATION | Investment Management | Bloomington, MN | $52,646 | view original ↗ |
| 2023 | SERAMUR FAMILY FOUNDATION INC | INVESTMENT ADVISORY | CHICAGO, IL | $51,184 | view original ↗ |
| 2023 | GOOD NEWS OUTREACH FOUNDATION | FINANCIAL ADVISOR | HOUSTON, TX | $51,073 | view original ↗ |
| 2023 | WILLMAS CHARITABLE TRUST | INVESTMENT MANAGEMEN | NEWPORT BEACH, CA | $0 | view original ↗ |
| 2022 | ROBERT DAVID LION GARDINER FOUNDATION INC | INVESTMENT MGR | PALM BEACH GARDENS, FL | $866,361 | view original ↗ |
| 2022 | JAMES AND BEATRICE SALAH CHARITABLE TRUST | INVESTMENT ADVISORY | FORT LAUDERDALE, FL | $639,068 | view original ↗ |
| 2022 | NELDA C AND HJ LUTCHER STARK FOUNDATION | Investment Management | New York, NY | $606,956 | view original ↗ |
| 2022 | JEROME L GREENE FOUNDATION INC | INVESTMENT SERVICES | NEW YORK, NY | $606,019 | view original ↗ |
| 2022 | MARGE & CHARLES J SCHOTT FOUNDATION | FINANCIAL ADVISOR | CINCINNATI, OH | $553,772 | view original ↗ |
| 2022 | CONNIE MAXWELL CHILDRENS HOME | Account/Investment Management Fees | Greenville, SC | $446,714 | view original ↗ |
| 2022 | JOHN P MCGOVERN FOUNDATION | Investment management | The Woodlands, TX | $411,071 | view original ↗ |
| 2022 | JOHN M OQUINN FOUNDATION | INVESTMENT ADVISORY SERVICES | HOUSTON, TX | $366,645 | view original ↗ |
| 2022 | JESUS FUND | ADVISORY SERVICE | LITTLE ROCK, AR | $363,819 | view original ↗ |
| 2022 | LINDA PACE FOUNDATION | INVESTMENT ADV | DALLAS, TX | $358,541 | view original ↗ |
| 2022 | ZEE FOUNDATION | INVESTMENT MANAGEMENT FEES | SAN FRANCISCO, CA | $296,278 | view original ↗ |
| 2022 | WILLIAM & ELAINE KAPLAN FAMILY CHARITABLE FOUNDATION | INVESTMENT ADVISORY | NEW YORK, NY | $289,637 | view original ↗ |
| 2022 | VALLEY BAPTIST LEGACY FOUNDATION | INVESTMENT BROKER | NEW ORLEANS, LA | $288,237 | view original ↗ |
| 2022 | WAYNE AND JO ANN MOORE CHARITABLEFOUNDATION | INVESTMENT MANAGEMENT | MIDLAND, TX | $281,380 | view original ↗ |
| 2022 | TEJEMOS FOUNDATION | INVESTMENT MGMT | HOUSTON, TX | $260,045 | view original ↗ |
| 2022 | JEM PROJECT | INVESTMENT MGT | SAN FRANCISCO, CA | $234,319 | view original ↗ |
| 2022 | ERNEST GALLO FOUNDATION | FINANCIAL MANAGEMENT | FORT WORTH, TX | $216,715 | view original ↗ |
| 2022 | COUNTESS MOIRA CHARITABLE FOUNDATION | INVESTMENT MANAGEMENT AND ADVISORY | WHITE PLAINS, NY | $212,139 | view original ↗ |
| 2022 | BERNARD & AUDRE RAPOPORT FOUNDATION | INVESTMENT ADVICE | DALLAS, TX | $209,771 | view original ↗ |
| 2022 | FOURTEN FOUNDATION | INVESTMENT MANAGEMENT FEES | CHARLOTTE, NC | $208,127 | view original ↗ |
| 2022 | PERMIAN BASIN AREA FOUNDATION | Investment Consultant and Management Services | Midland, TX | $200,566 | view original ↗ |
| 2022 | ROBERT LLOYD CORKIN CHARITABLE FOUNDATION | INVESTMENT MANAGEMENT SERVICE | WEST PALM BEACH, FL | $188,437 | view original ↗ |
| 2022 | THE MCGEE FOUNDATION INC | INVESTMENT MANAGEMENT | CARMEL, CA | $187,216 | view original ↗ |
| 2022 | GILL FOUNDATION | MANAGEMENT FEES | DENVER, CO | $181,017 | view original ↗ |
| 2022 | M G & LILLIE A JOHNSON FOUNDATION INC | INV. ADVICE | SUGARLAND, TX | $162,584 | view original ↗ |
| 2022 | SANSOM FOUNDATION INC | Investment Management | Fort Lauderdale, FL | $153,592 | view original ↗ |
| 2022 | HARDEN FOUNDATION | INVESTMENT MANAGER | CARMEL, CA | $152,281 | view original ↗ |
| 2022 | PDB FOUNDATION | INVESTMENT MANAGEMENT FEES | WEEHAWKEN, NJ | $151,545 | view original ↗ |
| 2022 | BEN AND ESTHER ROSENBLOOM FOUNDATION INC | INVESTMENT MANAGEMENT | NEW YORK, NY | $149,731 | view original ↗ |
| 2022 | THE FRANCIS OUIMET SCHOLARSHIP FUND INC | INVESTMENT ADVISORS | BOSTON, MA | $146,930 | view original ↗ |
| 2022 | ST MICHAEL CEMETERY CORPORATION | INVESTMENT FEES | BALTIMORE, MD | $138,956 | view original ↗ |
| 2022 | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS | INVESTMENT FEES | FLORHAM PARK, NJ | $128,768 | view original ↗ |
| 2022 | ANDREW DELANEY FOUNDATION | INVESTMENT MANAGEMENT | HOUSTON, TX | $128,758 | view original ↗ |
| 2022 | PETER & ELIZABETH C TOWER FOUNDATION TR | INVSTMT ADVSRY, CUSTODIAN, RPRTG FEES | BUFFALO, NY | $126,100 | view original ↗ |
| 2022 | HASSENFELD FOUNDATION | Professional Service | WEEHAWKEN, NJ | $120,858 | view original ↗ |
| 2022 | THE WILLIAM R WATTS FOUNDATION INC | INVESTMENTADVIS | FORT LAUDERDALE, FL | $120,583 | view original ↗ |
| 2022 | GILBERT FAMILY FOUNDATION | INVESTMENT MANAGEMENT | NEW YORK, NY | $114,622 | view original ↗ |
| 2022 | TOWER FAMILY FUND INC | INVSTMT ADVSRY, CUSTODIAN, RPRTG FEE | BUFFALO, NY | $107,620 | view original ↗ |
| 2022 | SHRM FOUNDATION INC | INV MNGT SERVICES | STAMFORD, CT | $107,339 | view original ↗ |
| 2022 | WILLMAS CHARITABLE TRUST | INVESTMENT MANAGEMEN | NEWPORT BEACH, CA | $95,906 | view original ↗ |
| 2022 | ARCADIA FOUNDATION | BROKER/INVESTMNT ADVISOR | PHILADELPHIA, PA | $90,088 | view original ↗ |
| 2022 | SAMUEL P MANDELL FOUNDATION | INVESTMENT SERVICES | PHILADELPHIA, PA | $88,737 | view original ↗ |
| 2022 | SHIVERS CANCER FOUNDATION | INVESTMENT ADVISORY | AUSTIN, TX | $88,468 | view original ↗ |
| 2022 | PATRICIA & BERNARD GOLDSTEIN FAMILYFOUNDATION | MGMT & ADVISORY | NEW YORK, NY | $81,313 | view original ↗ |
| 2022 | DON AND MAGGIE BUCHWALD FOUNDATION | INVESTMENT ADVISORY SERVICES | WEEHAWKEN, NJ | $75,904 | view original ↗ |
| 2022 | FRED COLLINS FOUNDATION | INVESTMENT | GREENVILLE, SC | $69,205 | view original ↗ |
| 2022 | PAUL AND MARGARET PORTER CHARITABLE FOUNDATION | INVESTMENT/ADVISORY | CHARLOTTE, NC | $69,199 | view original ↗ |
| 2022 | HELPING HANDS FOUNDATION INC | INVESTMENT MANAGEMENT | BALTIMORE, MD | $69,155 | view original ↗ |
| 2022 | KITTY M PERKINS FOUNDATION | INVESTMENT MGMT | WEEHAWKEN, NJ | $68,327 | view original ↗ |
| 2022 | MELVIN DOUGLAS AND VICTORIA KAY IVESTER FOUNDATION INC | Investment Advisory | Atlanta, GA | $68,218 | view original ↗ |
| 2022 | DIEBOLT FOUNDATION | FINANCIAL | WEEHAWKEN, NJ | $62,599 | view original ↗ |
| 2022 | HOUTZ FAMILY FOUNDATION INC | Investment Mgmt | MIAMISBURG, OH | $61,849 | view original ↗ |
| 2022 | SAM PRICE FAMILY FOUNDATION | Investment Advisor | Leawood, KS | $58,938 | view original ↗ |
| 2022 | 1848 FOUNDATION | INVESTMENT ADVISORY | HARTFORD, CT | $57,321 | view original ↗ |
| 2022 | VICTOR AND CHRISTINE ANTHONY FOUNDATION INC | BROKERAGE FEES | WEEHAWKEN, NJ | $56,888 | view original ↗ |
| 2022 | VICTOR AND CHRISTINE ANTHONY FOUNDATION INC | BROKERAGE FEES | WEEHAWKEN, NJ | $56,888 | view original ↗ |
| 2022 | KENT AND JOANN FOSTER FAMILY FOUNDATION | INVESTMENT MANAGEMENT & ACCOUNT MANAGEMENT FEES | DALLAS, TX | $56,431 | view original ↗ |
| 2022 | JUNE & JULIAN FOSS FOUNDATION | INVESTMENT MANAGEMENT | PORTLAND, OR | $55,873 | view original ↗ |
| 2022 | GOLDSTEIN FAMILY FOUNDATION | INVESTMENT ADVISORS | CHICAGO, IL | $53,056 | view original ↗ |
| 2022 | TOWER FAMILY FUND INC | INVESTMENT MGMT FEES | BUFFALO, NY | $47,814 | view original ↗ |
| 2022 | SERAMUR FAMILY FOUNDATION INC | INVESTMENT ADVISORY | CHICAGO, IL | $45,546 | view original ↗ |
| 2022 | ROBERTS FOUNDATION | PROFESSIONAL SERVICE | HOUSTON, TX | $45,417 | view original ↗ |
| 2021 | ROBERT DAVID LION GARDINER FOUNDATION INC | INVESTMENT MGR | PALM BEACH GARDENS, FL | $1,021,381 | view original ↗ |
| 2021 | NELDA C AND HJ LUTCHER STARK FOUNDATION | Investment Management | New York, NY | $738,255 | view original ↗ |
| 2021 | JAMES AND BEATRICE SALAH CHARITABLE TRUST | INVESTMENT ADVISORY | FORT LAUDERDALE, FL | $727,487 | view original ↗ |
| 2021 | MARGE & CHARLES J SCHOTT FOUNDATION | FINANCIAL ADVISOR | CINCINNATI, OH | $660,835 | view original ↗ |
| 2021 | JEROME L GREENE FOUNDATION INC | INVESTMENT SERVICES | NEW YORK, NY | $586,533 | view original ↗ |
| 2021 | CONNIE MAXWELL CHILDRENS HOME | Account/Investment Management Fees | Weehawken, NJ | $544,307 | view original ↗ |
| 2021 | JOHN P MCGOVERN FOUNDATION | Investment management | The Woodlands, TX | $486,081 | view original ↗ |
| 2021 | HARDEN FOUNDATION | INVESTMENT MANAGER | CARMEL, CA | $437,672 | view original ↗ |
| 2021 | JESUS FUND | ADVISORY SERVICE | LITTLE ROCK, AR | $400,082 | view original ↗ |
| 2021 | LINDA PACE FOUNDATION | INVESTMENT ADV | DALLAS, TX | $388,191 | view original ↗ |
| 2021 | JOHN M OQUINN FOUNDATION | INVESTMENT ADVISORY SERVICES | HOUSTON, TX | $377,506 | view original ↗ |
| 2021 | JOHN M OQUINN FOUNDATION | INVESTMENT ADVISORY SERVICES | HOUSTON, TX | $377,506 | view original ↗ |
| 2021 | ZEE FOUNDATION | Management Fee | San Francisco, CA | $336,902 | view original ↗ |
| 2021 | PETER & ELIZABETH C TOWER FOUNDATION TR | INVSTMT ADVSRY, CUSTODIAN, RPRTG FEES | BUFFALO, NY | $307,890 | view original ↗ |
| 2021 | TEJEMOS FOUNDATION | INVESTMENT MGMT | HOUSTON, TX | $302,228 | view original ↗ |
| 2021 | WILLIAM & ELAINE KAPLAN FAMILY CHARITABLE FOUNDATION | INVESTMENT ADVISORY | NEW YORK, NY | $291,518 | view original ↗ |
| 2021 | BERNARD & AUDRE RAPOPORT FOUNDATION | INVESTMENT ADVICE | DALLAS, TX | $237,724 | view original ↗ |
| 2021 | ERNEST GALLO FOUNDATION | FINANCIAL MANAGEMENT | FORT WORTH, TX | $227,423 | view original ↗ |
| 2021 | ROBERT LLOYD CORKIN CHARITABLE FOUNDATION | INVESTMENT MANAGEMENT SERVICE | WEST PALM BEACH, FL | $217,927 | view original ↗ |
| 2021 | GILBERT FAMILY FOUNDATION | INVESTMENT MANAGEMENT | NEW YORK, NY | $215,939 | view original ↗ |
| 2021 | BEN AND ESTHER ROSENBLOOM FOUNDATION INC | INVESTMENT MANAGEMENT | NEW YORK, NY | $191,563 | view original ↗ |
| 2021 | BEN AND ESTHER ROSENBLOOM FOUNDATION INC | INVESTMENT MANAGEMENT | NEW YORK, NY | $191,563 | view original ↗ |
| 2021 | VALLEY BAPTIST LEGACY FOUNDATION | INVESTMENT BROKER | NEW ORLEANS, LA | $175,683 | view original ↗ |
| 2021 | PDB FOUNDATION | INVESTMENT MANAGEMENT FEES | WEEHAWKEN, NJ | $172,949 | view original ↗ |
| 2021 | SANSOM FOUNDATION INC | Investment Management | Fort Lauderdale, FL | $168,018 | view original ↗ |
| 2021 | PERMIAN BASIN AREA FOUNDATION | Investment Consultant and Management Services | Midland, TX | $167,826 | view original ↗ |
| 2021 | ANDREW DELANEY FOUNDATION | INVESTMENT MANAGEMENT | HOUSTON, TX | $158,340 | view original ↗ |
| 2021 | THE FRANCIS OUIMET SCHOLARSHIP FUND INC | INVESTMENT ADVISORS | BOSTON, MA | $152,536 | view original ↗ |
| 2021 | PETER & ELIZABETH C TOWER FOUNDATION TR | INVESTMENT MGMT FEES | BUFFALO, NY | $152,134 | view original ↗ |
| 2021 | EUGENE MCDERMOTT FOUNDATION | Investment manager | Dallas, TX | $144,601 | view original ↗ |
| 2021 | TOWER FAMILY FUND INC | INVSTMT ADVSRY, CUSTODIAN, RPRTG FEE | BUFFALO, NY | $133,226 | view original ↗ |
| 2021 | SANTA MONICA POLICE OFFICERS ASSOCIATION BENEFIT TR | PORTFOLIO FEES | LOS ANGELES, CA | $132,382 | view original ↗ |
| 2021 | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS | INVESTMENT FEES | FLORHAM PARK, NJ | $131,316 | view original ↗ |
| 2021 | HASSENFELD FOUNDATION | Professional Services | Weehawken, NJ | $129,891 | view original ↗ |
| 2021 | ROBERTS FOUNDATION | PROFESSIONAL SERVICE | HOUSTON, TX | $125,164 | view original ↗ |
| 2021 | WILLMAS CHARITABLE TRUST | INVESTMENT MANAGEMEN | NEWPORT BEACH, CA | $122,761 | view original ↗ |
| 2021 | THE WILLIAM R WATTS FOUNDATION INC | INVESTMENT | FORT LAUDERDALE, FL | $119,209 | view original ↗ |
| 2021 | SHRM FOUNDATION INC | INV MNGT SERVICES | STAMFORD, CT | $115,809 | view original ↗ |
| 2021 | L R BAUMAN FOUNDATION INC | INVESTMENT ADVISORY | NEW YORK, NY | $114,938 | view original ↗ |
| 2021 | EPWORTH VILLAGE INC | INVESTMENT MANAGEMENT SERVICES | BOCA RATON, FL | $108,227 | view original ↗ |
| 2021 | DON AND MAGGIE BUCHWALD FOUNDATION | INVESTMENT ADVISORY SERVICES | WEEHAWKEN, NJ | $103,924 | view original ↗ |
| 2021 | SHIVERS CANCER FOUNDATION | INVESTMENT ADVISORY | AUSTIN, TX | $102,016 | view original ↗ |
| 2021 | ARCADIA FOUNDATION | BROKER/INVESTMNT ADVISOR | PHILADELPHIA, PA | $97,711 | view original ↗ |
| 2021 | SAMUEL P MANDELL FOUNDATION | INVESTMENT SERVICES | PHILADELPHIA, PA | $94,467 | view original ↗ |
| 2021 | HOUTZ FAMILY FOUNDATION INC | Investment Mgmt | MIAMISBURG, OH | $93,457 | view original ↗ |
| 2021 | PATRICIA & BERNARD GOLDSTEIN FAMILYFOUNDATION | MGMT & ADVISORY | NEW YORK, NY | $89,762 | view original ↗ |
| 2021 | 1848 FOUNDATION | INVESTMENT ADVISORY | HARTFORD, CT | $83,242 | view original ↗ |
| 2021 | PAUL AND MARGARET PORTER CHARITABLE FOUNDATION | INVESTMENT/ADVISORY | CHARLOTTE, NC | $81,577 | view original ↗ |
| 2021 | FRED COLLINS FOUNDATION | INVESTMENT | GREENVILLE, SC | $80,854 | view original ↗ |
| 2021 | HELPING HANDS FOUNDATION INC | INVESTMENT MANAGEMENT | BALTIMORE, MD | $77,560 | view original ↗ |
| 2021 | THE MCGEE FOUNDATION INC | INVESTMENT MANAGEMENT | CARMEL, CA | $74,747 | view original ↗ |
| 2021 | JUNE & JULIAN FOSS FOUNDATION | INVESTMENT MANAGEMENT | PORTLAND, OR | $71,145 | view original ↗ |
| 2021 | ENSIGN CANCER RESEARCH FOUNDATION | Investment Mgmt | Bend, OR | $70,728 | view original ↗ |
| 2021 | KITTY M PERKINS FOUNDATION | INVESTMENT MGMT | WEEHAWKEN, NJ | $68,415 | view original ↗ |
| 2021 | GOLDSTEIN FAMILY FOUNDATION | INVESTMENT ADVISORS | CHICAGO, IL | $68,161 | view original ↗ |
| 2021 | DIEBOLT FOUNDATION | FINANCIAL | WEEHAWKEN, NJ | $67,220 | view original ↗ |
| 2021 | THE CRUM FOUNDATION | Investment mgmt | WinstonSalem, NC | $65,969 | view original ↗ |
| 2021 | TOWER FAMILY FUND INC | INVESTMENT MGMT FEES | BUFFALO, NY | $65,229 | view original ↗ |
| 2021 | VICTOR AND CHRISTINE ANTHONY FOUNDATION INC | BROKERAGE FEES | WEEHAWKEN, NJ | $64,505 | view original ↗ |
| 2021 | KENT AND JOANN FOSTER FAMILY FOUNDATION | INVESTMENT MANAGEMENT & ACCOUNT MANAGEMENT FEES | DALLAS, TX | $61,696 | view original ↗ |
| 2021 | SAM PRICE FAMILY FOUNDATION | Investment Advisor | Leawood, KS | $61,240 | view original ↗ |
| 2021 | DANIEL K THORNE FOUNDATION INC | INVESTMENT MANAGEMENT | HOUSTON, TX | $57,375 | view original ↗ |
| 2021 | SERAMUR FAMILY FOUNDATION INC | INVESTMENT ADVISORY | CHICAGO, IL | $54,020 | view original ↗ |
| 2020 | ROBERT DAVID LION GARDINER FOUNDATION INC | INVESTMENT MGR | PALM BEACH GARDENS, FL | $844,562 | view original ↗ |
| 2020 | NELDA C AND HJ LUTCHER STARK FOUNDATION | Investment Management | New York, NY | $645,401 | view original ↗ |
| 2020 | JEROME L GREENE FOUNDATION INC | INVESTMENT SERVICES | NEW YORK, NY | $584,626 | view original ↗ |
| 2020 | MARGE & CHARLES J SCHOTT FOUNDATION | FINANCIAL ADVISOR | CINCINNATI, OH | $541,254 | view original ↗ |
| 2020 | JAMES AND BEATRICE SALAH CHARITABLE TRUST | INVESTMENT ADVISORY | FORT LAUDERDALE, FL | $521,142 | view original ↗ |
| 2020 | CONNIE MAXWELL CHILDRENS HOME | Account/Investment Management Fees | Weehawken, NJ | $431,395 | view original ↗ |
| 2020 | JOHN P MCGOVERN FOUNDATION | INVESTMENT MANAGEMENT | THE WOODLANDS, TX | $419,993 | view original ↗ |
| 2020 | JOHN P MCGOVERN FOUNDATION | INVESTMENT MANAGEMENT | THE WOODLANDS, TX | $419,993 | view original ↗ |
| 2020 | JOHN M OQUINN FOUNDATION | INVESTMENT ADVISORY SERVICES | HOUSTON, TX | $361,506 | view original ↗ |
| 2020 | HARDEN FOUNDATION | INVESTMENT MANAGER | CARMEL, CA | $344,000 | view original ↗ |
| 2020 | GILBERT FAMILY FOUNDATION | INVESTMENT MANAGEMENT | NEW YORK, NY | $330,458 | view original ↗ |
| 2020 | JESUS FUND | ADVISORY SERVICE | LITTLE ROCK, AR | $292,204 | view original ↗ |
| 2020 | JOHN F AND EDITH L WILSTERMAN FOUNDATION | INVESTMENT MGMT | BIRMINGHAM, MI | $289,563 | view original ↗ |
| 2020 | LINDA PACE FOUNDATION | INVESTMENT ADV | DALLAS, TX | $272,391 | view original ↗ |
| 2020 | PETER & ELIZABETH C TOWER FOUNDATION TR | INVSTMT ADVSRY, CUSTODIAN, RPRTG FEES | BUFFALO, NY | $255,931 | view original ↗ |
| 2020 | TEJEMOS FOUNDATION | INVESTMENT MGMT | HOUSTON, TX | $254,872 | view original ↗ |
| 2020 | ERNEST GALLO FOUNDATION | FINANCIAL MANAGEMENT | FORT WORTH, TX | $238,364 | view original ↗ |
| 2020 | ZEE FOUNDATION | MANAGEMENT FEE | SAN FRANCISCO, CA | $236,365 | view original ↗ |
| 2020 | CY TWOMBLY FOUNDATION | MANAGEMENT FEES | NEW YORK, NY | $223,958 | view original ↗ |
| 2020 | PERMIAN BASIN AREA FOUNDATION | Investment Consultant and Management Services | Midland, TX | $218,058 | view original ↗ |
| 2020 | BERNARD & AUDRE RAPOPORT FOUNDATION | INVESTMENT ADVICE | DALLAS, TX | $189,956 | view original ↗ |
| 2020 | ROWAN UNIVERSITY FOUNDATION INC | INVESTMENT MANAGEMENT FEES | NEW YORK, NY | $185,109 | view original ↗ |
| 2020 | M G & LILLIE A JOHNSON FOUNDATION INC | INVESTMENT ADVISORY | HOUSTON, TX | $163,855 | view original ↗ |
| 2020 | BEN AND ESTHER ROSENBLOOM FOUNDATION INC | INVESTMENT MANAGEMENT | NEW YORK, NY | $152,770 | view original ↗ |
| 2020 | JOHN & DENISE GRAVES FOUNDATION | INVESTMENT MANAGEMENT | MINNEAPOLIS, MN | $147,918 | view original ↗ |
| 2020 | THE WILLIAM R WATTS FOUNDATION INC | INVESTMENT | FORT LAUDERDALE, FL | $138,701 | view original ↗ |
| 2020 | VALLEY BAPTIST LEGACY FOUNDATION | INVESTMENT BROKER | NEW ORLEANS, LA | $135,161 | view original ↗ |
| 2020 | SANSOM FOUNDATION INC | Investment Management | Fort Lauderdale, FL | $131,736 | view original ↗ |
| 2020 | PETER & ELIZABETH C TOWER FOUNDATION TR | INVESTMENT MGMT FEES | BUFFALO, NY | $127,287 | view original ↗ |
| 2020 | ANDREW DELANEY FOUNDATION | INVESTMENT MANAGEMENT | HOUSTON, TX | $122,574 | view original ↗ |
| 2020 | EPWORTH VILLAGE INC | INVESTMENT MANAGEMENT SERVICES | BOCA RATON, FL | $114,177 | view original ↗ |
| 2020 | TOWER FAMILY FUND INC | INVSTMT ADVSRY, CUSTODIAN, RPRTG FEE | BUFFALO, NY | $113,648 | view original ↗ |
| 2020 | PDB FOUNDATION | INVESTMENT MANAGEMENT FEES | WEEHAWKEN, NJ | $111,005 | view original ↗ |
| 2020 | ROBERTS FOUNDATION | PROFESSIONAL SERVICE | HOUSTON, TX | $110,608 | view original ↗ |
| 2020 | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS | INVESTMENT FEES | FLORHAM PARK, NJ | $109,324 | view original ↗ |
| 2020 | HASSENFELD FOUNDATION | Professional Services | Weehawken, NJ | $102,341 | view original ↗ |
| 2020 | SANTA MONICA POLICE OFFICERS ASSOCIATION BENEFIT TR | PORTFOLIO FEES | LOS ANGELES, CA | $102,204 | view original ↗ |
| 2020 | L R BAUMAN FOUNDATION INC | INVESTMENT ADVISORY | NEW YORK, NY | $101,790 | view original ↗ |
| 2020 | GERALD L LENNARD FOUNDATION INC | Investment Mgmt | NEW YORK, NY | $99,601 | view original ↗ |
| 2020 | GERALD L LENNARD FOUNDATION INC | Investment Mgmt | NEW YORK, NY | $99,601 | view original ↗ |
| 2020 | ARCADIA FOUNDATION | BROKER/INVESTMNT ADVISOR | PHILADELPHIA, PA | $97,564 | view original ↗ |
| 2020 | ENSIGN CANCER RESEARCH FOUNDATION | Investment Mgmt | Bend, OR | $93,006 | view original ↗ |
| 2020 | DON AND MAGGIE BUCHWALD FOUNDATION | INVESTMENT ADVISORY SERVICES | WEEHAWKEN, NJ | $84,916 | view original ↗ |
| 2020 | PATRICIA & BERNARD GOLDSTEIN FAMILYFOUNDATION | MGMT & ADVISORY | NEW YORK, NY | $81,940 | view original ↗ |
| 2020 | SAMUEL P MANDELL FOUNDATION | INVESTMENT SERVICES | PHILADELPHIA, PA | $81,665 | view original ↗ |
| 2020 | HOUTZ FAMILY FOUNDATION INC | Investment MGMT | MIAMISBURG, OH | $79,405 | view original ↗ |
| 2020 | R HUGH ELLIOTT FAMILY FOUNDATION | INVESTMENT ADVISORY SERVICES | WEEHAWKEN, NJ | $73,461 | view original ↗ |
| 2020 | FRED COLLINS FOUNDATION | INVESTMENT | GREENVILLE, SC | $66,668 | view original ↗ |
| 2020 | KITTY M PERKINS FOUNDATION | INVESTMENT MGMT | WEEHAWKEN, NJ | $65,194 | view original ↗ |
| 2020 | HELPING HANDS FOUNDATION INC | INVESTMENT MANAGEMENT | BALTIMORE, MD | $63,645 | view original ↗ |
| 2020 | KENT AND JOANN FOSTER FAMILY FOUNDATION | INVESTMENT MANAGEMENT & ACCOUNT MANAGEMENT FEES | DALLAS, TX | $59,916 | view original ↗ |
| 2020 | 1848 FOUNDATION | INVESTMENT ADVISORY | HARTFORD, CT | $58,696 | view original ↗ |
| 2020 | TOWER FAMILY FUND INC | INVESTMENT MGMT FEES | BUFFALO, NY | $56,806 | view original ↗ |
| 2020 | SERAMUR FAMILY FOUNDATION INC | INVESTMENT ADVISORY | CHICAGO, IL | $54,417 | view original ↗ |
| 2020 | DIEBOLT FOUNDATION | FINANCIAL | WEEHAWKEN, NJ | $52,918 | view original ↗ |
| 2020 | VICTOR AND CHRISTINE ANTHONY FOUNDATION INC | BROKERAGE FEES | WEEHAWKEN, NJ | $52,833 | view original ↗ |
| 2020 | SAM PRICE FAMILY FOUNDATION | Investment Advisor | Leawood, KS | $50,686 | view original ↗ |
| 2020 | PAUL AND MARGARET PORTER CHARITABLE FOUNDATION | INVESTMENT/ADVISORY | CHARLOTTE, NC | $43,152 | view original ↗ |
| 2019 | ROBERT DAVID LION GARDINER FOUNDATION INC | INVESTMENT MGR | PALM BEACH GARDENS, FL | $813,527 | view original ↗ |
| 2019 | MARGE & CHARLES J SCHOTT FOUNDATION | FINANCIAL ADVISOR | CINCINNATI, OH | $534,959 | view original ↗ |
| 2019 | JAMES AND BEATRICE SALAH CHARITABLE TRUST | INVESTMENT ADVISORY | FORT LAUDERDALE, FL | $454,424 | view original ↗ |
| 2019 | CONNIE MAXWELL CHILDRENS HOME | Account/Investment Management Fees | Weehawken, NJ | $392,559 | view original ↗ |
| 2019 | HARDEN FOUNDATION | INVESTMENT MANAGER | CARMEL, CA | $347,964 | view original ↗ |
| 2019 | THE JOHN F AND EDITH L WILSTERMAN | INVESTMENT MGMT | BIRMINGHAM, MI | $291,698 | view original ↗ |
| 2019 | JESUS FUND | ADVISORY SERVICE | LITTLE ROCK, AR | $289,202 | view original ↗ |
| 2019 | VALLEY BAPTIST LEGACY FOUNDATION | INVESTMENT BROKER | NEW ORLEANS, LA | $285,426 | view original ↗ |
| 2019 | ZEE FOUNDATION | management fee | SAN FRANCISCO, CA | $259,108 | view original ↗ |
| 2019 | THE MORTENSON FAMILY FOUNDATION | INVESTMENT ADVISOR | WAYZATA, MN | $242,432 | view original ↗ |
| 2019 | PERMIAN BASIN AREA FOUNDATION | Investment Consultant and Management Services | Midland, TX | $217,211 | view original ↗ |
| 2019 | BERNARD & AUDRE RAPOPORT FOUNDATION | INVESTMENT ADVICE | DALLAS, TX | $207,931 | view original ↗ |
| 2019 | ROWAN UNIVERSITY FOUNDATION INC | INVESTMENT MANAGEMENT FEES | NEW YORK, NY | $176,982 | view original ↗ |
| 2019 | ANDREW DELANEY FOUNDATION | INVESTMENT MANAGEMENT | HOUSTON, TX | $135,335 | view original ↗ |
| 2019 | BEN AND ESTHER ROSENBLOOM FOUNDATION INC | INVESTMENT MANAGEMENT | NEW YORK, NY | $133,935 | view original ↗ |
| 2019 | EPWORTH VILLAGE INC | INVESTMENT MANAGEMENT SERVICES | BOCA RATON, FL | $102,891 | view original ↗ |
| 2019 | ARCADIA FOUNDATION | BROKER/INVESTMENT ADVISOR | PHILADELPHIA, PA | $91,173 | view original ↗ |
| 2019 | ENSIGN CANCER RESEARCH FOUNDATION | Investment Mgmt | Bend, OR | $88,562 | view original ↗ |
| 2019 | SAMUEL P MANDELL FOUNDATION | INVESTMENT SERVICES | PHILADELPHIA, PA | $87,182 | view original ↗ |
| 2019 | R HUGH ELLIOTT FAMILY FOUNDATION | INVESTMENT ADVISORY SERVICES | WEEHAWKEN, NJ | $83,104 | view original ↗ |
| 2019 | HOUTZ FAMILY FOUNDATION INC | Investment Mgmt | MIAMISBURG, OH | $78,962 | view original ↗ |
| 2019 | DON AND MAGGIE BUCHWALD FOUNDATION | INVESTMENT ADVISORY SERVICES | WEEHAWKEN, NJ | $77,166 | view original ↗ |
| 2019 | HELPING HANDS FOUNDATION INC | INVESTMENT MANAGEMENT | BALTIMORE, MD | $74,588 | view original ↗ |
| 2019 | FRED COLLINS FOUNDATION | INVESTMENT | GREENVILLE, SC | $67,050 | view original ↗ |
| 2019 | PDB FOUNDATION | INVESTMENT MANAGEMENT FEES | WEEHAWKEN, NJ | $63,321 | view original ↗ |
| 2019 | 1848 FOUNDATION | INVESTMENT ADVISORY | HARTFORD, CT | $55,265 | view original ↗ |
| 2019 | DIEBOLT FOUNDATION | FINANCIAL | WEEHAWKEN, NJ | $55,230 | view original ↗ |
| 2019 | WILLIAM ROSENBERG FAMILY FOUNDATION | INVESTMENT MANAGEMENT | BOSTON, MA | $41,421 | view original ↗ |
| 2018 | MARGE & CHARLES J SCHOTT FOUNDATION | FINANCIAL ADVISOR | CINCINNATI, OH | $538,368 | view original ↗ |
| 2018 | JAMES AND BEATRICE SALAH CHARITABLE TRUST | INVESTMENT ADVISORY | FORT LAUDERDALE, FL | $435,869 | view original ↗ |
| 2018 | HARDEN FOUNDATION | INVESTMENT MANAGER | CARMEL, CA | $367,257 | view original ↗ |
| 2018 | VIRGINIA NONPROIT HOUSING COALITION | INVESTMENT ADVISORY | RICHMOND, VA | $349,215 | view original ↗ |
| 2018 | JESUS FUND | ADVISORY SERVICE | LITTLE ROCK, AR | $336,221 | view original ↗ |
| 2018 | THE JOHN F AND EDITH L WILSTERMAN | INVESTMENT MGMT | BIRMINGHAM, MI | $304,972 | view original ↗ |
| 2018 | ZEE FOUNDATION | management fee | SAN FRANCISCO, CA | $252,022 | view original ↗ |
| 2018 | BERNARD & AUDRE RAPOPORT FOUNDATION | INVESTMENT ADVICE | DALLAS, TX | $212,283 | view original ↗ |
| 2018 | PARTNERSHIP FOR BETTER HEALTH | INVESTMENT MANAGEMENT | BETHESDA, MD | $181,199 | view original ↗ |
| 2018 | J E AND L E MABEE FOUNDATION INC | INVESTMENT ADVISORY | TULSA, OK | $167,935 | view original ↗ |
| 2018 | PERMIAN BASIN AREA FOUNDATION | Investment Consultant and Management Services | Midland, TX | $161,006 | view original ↗ |
| 2018 | SANSOM FOUNDATION INC | investment mgmt | FORT LAUDERDALE, FL | $140,477 | view original ↗ |
| 2018 | ANDREW DELANEY FOUNDATION | INVESTMENT MANAGEMENT | HOUSTON, TX | $140,424 | view original ↗ |
| 2018 | ARCADIA FOUNDATION | BROKER/INVESTMENT ADVISOR | PHILADELPHIA, PA | $97,028 | view original ↗ |
| 2018 | HOUTZ FAMILY FOUNDATION INC | 0 | MIAMISBURG, OH | $95,560 | view original ↗ |
| 2018 | ENSIGN CANCER RESEARCH FOUNDATION | Investment Mgmt | Bend, OR | $89,572 | view original ↗ |
| 2018 | PICARD FAMILY FOUNDATION | Investment Mgmt | NEW YORK, NY | $73,894 | view original ↗ |
| 2018 | FRED COLLINS FOUNDATION | INVESTMENT | GREENVILLE, SC | $69,418 | view original ↗ |
| 2018 | R HUGH ELLIOTT FAMILY FOUNDATION | INVESTMENT ADVISORY SERVICES | WEEHAWKEN, NJ | $66,738 | view original ↗ |
| 2018 | A L MAILMAN FAMILY FOUNDATION INC | INVESTMENT MANAGEMENT | NEW YORK, NY | $52,669 | view original ↗ |
| 2018 | WILLIAM ROSENBERG FAMILY FOUNDATION | INVESTMENT MANAGEMENT | BOSTON, MA | $50,311 | view original ↗ |
| 2017 | ROBERT DAVID LION GARDINER FOUNDATION INC | INVESTMENT MGR | PALM BEACH GARDENS, FL | $896,212 | view original ↗ |
| 2017 | MARGE & CHARLES J SCHOTT FOUNDATION | FINANCIAL ADVISOR | CINCINNATI, OH | $489,827 | view original ↗ |
| 2017 | JESUS FUND | ADVISORY SERVICE | LITTLE ROCK, AR | $397,509 | view original ↗ |
| 2017 | HARDEN FOUNDATION | INVESTMENT MANAGER | CARMEL, CA | $344,752 | view original ↗ |
| 2017 | VIRGINIA NONPROIT HOUSING COALITION | INVESTMENT ADVISORY | RICHMOND, VA | $309,649 | view original ↗ |
| 2017 | BERNARD & AUDRE RAPOPORT FOUNDATION | INVESTMENT ADVICE | DALLAS, TX | $232,122 | view original ↗ |
| 2017 | J E AND L E MABEE FOUNDATION INC | Investment Advisory | Tulsa, OK | $200,000 | view original ↗ |
| 2017 | ZEE FOUNDATION | management fee | SAN FRANCISCO, CA | $181,220 | view original ↗ |
| 2017 | PARTNERSHIP FOR BETTER HEALTH | INVESTMENT MANA | BETHESDA, MD | $175,150 | view original ↗ |
| 2017 | PAJARO VALLEY COMMUNITY HEALTH TR | INVESTMENT MGMT | WALNUT CREEK, CA | $163,925 | view original ↗ |
| 2017 | PERMIAN BASIN AREA FOUNDATION | Investment Consultant and Management Services | Midland, TX | $121,325 | view original ↗ |
| 2017 | A L MAILMAN FAMILY FOUNDATION INC | INVESTMENT MANAGEMENT | NEW YORK, NY | $107,701 | view original ↗ |
| 2017 | ARCADIA FOUNDATION | BROKER/INVESTMENT ADVISOR | PHILADELPHIA, PA | $98,437 | view original ↗ |
| 2017 | WILLIAM ROSENBERG FAMILY FOUNDATION | INVESTMENT MANAGEMENT | BOSTON, MA | $53,685 | view original ↗ |
| 2016 | ROBERT DAVID LION GARDINER FOUNDATION INC | INVESTMENT MGR | PALM BEACH GARDENS, FL | $775,387 | view original ↗ |
| 2016 | MARGE & CHARLES J SCHOTT FOUNDATION | FINANCIAL ADVISOR | CINCINNATI, OH | $480,744 | view original ↗ |
| 2016 | CY TWOMBLY FOUNDATION | MANAGEMENT FEES | NEW YORK, NY | $339,124 | view original ↗ |
| 2016 | BERNARD & AUDRE RAPOPORT FOUNDATION | INVESTMENT ADVICE | DALLAS, TX | $283,427 | view original ↗ |
| 2016 | J E AND L E MABEE FOUNDATION INC | Investment Advisory | Tulsa, OK | $200,000 | view original ↗ |
| 2016 | VIRGINIA NONPROIT HOUSING COALITION | INVESTMENT ADVISORY | RICHMOND, VA | $193,032 | view original ↗ |
| 2016 | PARTNERSHIP FOR BETTER HEALTH | INVESTMENT MANA | BETHESDA, MD | $158,688 | view original ↗ |
| 2016 | ZEE FOUNDATION | management fee | SAN FRANCISCO, CA | $144,885 | view original ↗ |
| 2016 | BOYS AND GIRLS CLUB OF WICHITA FALLS ENDOWMENT FUND | Investment mgmt | Dallas, TX | $137,042 | view original ↗ |
| 2016 | PAJARO VALLEY COMMUNITY HEALTH TR | INVESTMENT MGMT | WALNUT CREEK, CA | $135,729 | view original ↗ |
| 2016 | JEROME L GREENE FOUNDATION INC | INVESTMENT SERVICES | NEW YORK, NY | $135,553 | view original ↗ |
| 2016 | HORACE C CABE FOUNDATION | INV MGMT & CUST | DALLAS, TX | $134,459 | view original ↗ |
| 2016 | PERMIAN BASIN AREA FOUNDATION | Investment Consultant and Management Services | Midland, TX | $113,588 | view original ↗ |
| 2016 | ARCADIA FOUNDATION | BROKER/INVESTMENT ADVISOR | PHILADELPHIA, PA | $97,638 | view original ↗ |
| 2016 | FRED COLLINS FOUNDATION | INVESTMENTS | GREENVILLE, SC | $65,490 | view original ↗ |
| 2016 | SANTULLI FAMILY FOUNDATION | INVESTMENT MGMT | RED BANK, NJ | $59,057 | view original ↗ |
| 2016 | WILLIAM ROSENBERG FAMILY FOUNDATION | INVESTMENT MANAGEMENT | BOSTON, MA | $53,404 | view original ↗ |
| 2015 | MARGE & CHARLES J SCHOTT FOUNDATION | FINANCIAL ADVISOR | CINCINNATI, OH | $506,128 | view original ↗ |
| 2015 | BERNARD & AUDRE RAPOPORT FOUNDATION | INVESTMENT ADVICE | DALLAS, TX | $390,053 | view original ↗ |
| 2015 | VIRGINIA NONPROIT HOUSING COALITION | INVESTMENT ADVISORY | RICHMOND, VA | $262,470 | view original ↗ |
| 2015 | J E AND L E MABEE FOUNDATION INC | Investment Advisory | Tulsa, OK | $199,294 | view original ↗ |
| 2015 | ZEE FOUNDATION | management fee | SAN FRANCISCO, CA | $153,491 | view original ↗ |
| 2015 | PAJARO VALLEY COMMUNITY HEALTH TR | INVESTMENT MGMT | WALNUT CREEK, CA | $126,035 | view original ↗ |
| 2015 | HORACE C CABE FOUNDATION | INV MGMT & CUST | DALLAS, TX | $120,988 | view original ↗ |
| 2015 | WAYNE DUDDLESTEN FOUNDATION | INVESTMENT | WEEHAWKEN, NJ | $78,839 | view original ↗ |
| 2015 | FRED COLLINS FOUNDATION | INVESTMENTS | GREENVILLE, SC | $69,309 | view original ↗ |
| 2015 | WILLIAM ROSENBERG FAMILY FOUNDATION | INVESTMENT MANAGEMENT | BOSTON, MA | $60,941 | view original ↗ |
| 2015 | ALBERT C & BERTHA P MARKSTEIN FOUNDATION | INVESTMENT ADVISORY | WALNUT CREEK, CA | $3,085 | view original ↗ |
| 2015 | ARCADIA FOUNDATION | BROKER/INVESTMENT ADVISOR | PHILADELPHIA, PA | $0 | view original ↗ |
| 2015 | BOYS AND GIRLS CLUB OF WICHITA FALLS ENDOWMENT FUND | INVESTMENT ADVISOR | DALLAS, TX | - | view original ↗ |
| 2014 | MARGE & CHARLES J SCHOTT FOUNDATION | FINANCIAL ADVISOR | CINCINNATI, OH | $513,851 | view original ↗ |
| 2014 | BERNARD & AUDRE RAPOPORT FOUNDATION | INVESTMENT ADVICE | DALLAS, TX | $406,682 | view original ↗ |
| 2014 | VIRGINIA NONPROIT HOUSING COALITION | INVESTMENT ADVISORY | RICHMOND, VA | $219,289 | view original ↗ |
| 2014 | J E AND L E MABEE FOUNDATION INC | Investment Advisory | Tulsa, OK | $200,000 | view original ↗ |
| 2014 | BOYS AND GIRLS CLUB OF WICHITA FALLS ENDOWMENT FUND | INVESTMENT ADVISOR | DALLAS, TX | $173,293 | view original ↗ |
| 2014 | PAJARO VALLEY COMMUNITY HEALTH TR | INVESTMENT MGMT | WALNUT CREEK, CA | $152,112 | view original ↗ |
| 2014 | ARCADIA FOUNDATION | BROKER/INVESTMENT ADVISOR | PHILADELPHIA, PA | $131,999 | view original ↗ |
| 2014 | HORACE C CABE FOUNDATION | INV MGMT & CUST | DALLAS, TX | $126,432 | view original ↗ |
| 2014 | WAYNE DUDDLESTEN FOUNDATION | INVESTMENT | WEEHAWKEN, NJ | $94,204 | view original ↗ |
| 2014 | WILLIAM ROSENBERG FAMILY FOUNDATION | INVESTMENT MANAGEMENT | BOSTON, MA | $72,011 | view original ↗ |
| 2014 | FRED COLLINS FOUNDATION | INVESTMENTS | GREENVILLE, SC | $69,581 | view original ↗ |
| 2014 | ALBERT C & BERTHA P MARKSTEIN FOUNDATION | INVESTMENT ADVISORY | WALNUT CREEK, CA | $9,280 | view original ↗ |
| 2013 | THE WELD TRUST | INVESTMENT MANAGERS | $623,338 | view original ↗ | |
| 2013 | MARGE & CHARLES J SCHOTT FOUNDATION | FINANCIAL ADVISOR | CINCINNATI | $460,120 | view original ↗ |
| 2013 | EASTERN MICHIGAN UNIVERSITY FOUNDATION | INVESTMENT CONSULTING, ASSET MANAGEMENT | $397,311 | view original ↗ | |
| 2013 | BERNARD & AUDRE RAPOPORT FOUNDATION | INVESTMENT ADVICE | DALLAS | $363,326 | view original ↗ |
| 2013 | BOYS AND GIRLS CLUB OF WICHITA FALLS ENDOWMENT FUND | INVESTMENT ADVISOR | $165,162 | view original ↗ | |
| 2013 | PAJARO VALLEY COMMUNITY HEALTH TR | INVESTMENT MGMT | $146,494 | view original ↗ | |
| 2013 | VIRGINIA NONPROIT HOUSING COALITION | INVESTMENT ADVISORY | $141,470 | view original ↗ | |
| 2013 | ARCADIA FOUNDATION | BROKER/INVESTMENT ADVISOR | PHILADELPHIA | $129,625 | view original ↗ |
| 2013 | J E AND L E MABEE FOUNDATION INC | Investment Advisory | Tulsa | $108,092 | view original ↗ |
| 2013 | HORACE C CABE FOUNDATION | INV MGMT & CUST | DALLAS | $86,409 | view original ↗ |
| 2013 | WILLIAM ROSENBERG FAMILY FOUNDATION | INVESTMENT MANAGEMENT | BOSTON | $79,114 | view original ↗ |
| 2013 | FRED COLLINS FOUNDATION | INVESTMENTS | GREENVILLE | $62,251 | view original ↗ |
| 2012 | THE WELD TRUST | INVESTMENT MANAGEMENT | GREELEY, CO | $774,133 | view original ↗ |
| 2012 | EASTERN MICHIGAN UNIVERSITY FOUNDATION | INVESTMENT CONSULTING | ATLANTA, GA | $322,380 | view original ↗ |
| 2012 | Columbus Area Integrated Health Services | Investment Service | Columbus, OH | $200,000 | view original ↗ |
| 2012 | BOYS AND GIRLS CLUB OF WICHITA FALLS ENDOWMENT FUND | INVESTMENT ADVISOR | DALLAS, TX | $155,709 | view original ↗ |
| 2012 | PAJARO VALLEY COMMUNITY HEALTH TR | INVESTMENT MGMT | WALNUT CREEK, CA | $131,009 | view original ↗ |
| 2011 | THE WELD TRUST | INVESTMENT MANAGEMENT FEES | GREELEY, CO | $1,074,641 | view original ↗ |
| 2011 | EASTERN MICHIGAN UNIVERSITY FOUNDATION | INVESTMENT CONSULTING | ATLANTA, GA | $375,536 | view original ↗ |
| 2011 | BOYS AND GIRLS CLUB OF WICHITA FALLS ENDOWMENT FUND | INVESTMENT ADVISOR | DALLAS, TX | $131,065 | view original ↗ |
| 2011 | PAJARO VALLEY COMMUNITY HEALTH TR | INVESTMENT MGMT | WALNUT CREEK, CA | $124,635 | view original ↗ |
| 2011 | UFCW NATIONAL HEALTH AND WELFARE FUND | INVESTMENT MANAGEMENT | NEW YORK, NY | $101,159 | view original ↗ |
| 2010 | UNIVERSITY OF HOUSTON FOUNDATION | Investment Mgmt | Houston, TX | $169,685 | view original ↗ |
| 2010 | UFCW NATIONAL HEALTH AND WELFARE FUND | INVESTMENT MANAGEMENT | NEW YORK, NY | $136,358 | view original ↗ |
| 2010 | PAJARO VALLEY COMMUNITY HEALTH TR | INVESTMENT MGMT | WALNUT CREEK, CA | $131,668 | view original ↗ |
Grouped by normalized name; different firms with identical names appear together. Check the addresses.
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