| 2024 | WILLIAM T GRANT FOUNDATION INC | CUSTODIAL SERVICES |
NEW YORK, NY | $450,185 | view original ↗ |
| 2024 | THE HARRY & JEANETTE WEINBERG FOUNDATION INC | CUSTODIAL AND ADMINISTRATIVE SERVICES |
NEW YORK, NY | $316,060 | view original ↗ |
| 2024 | BELLSOUTH CORPORATION RFA LIFE VEBA TRUST | TRUSTEE FEE |
EVERETT, MA | $203,341 | view original ↗ |
| 2023 | IRON WORKERS LOCALS 40 361 & 417 WELFARE FUND | INV CUST/MANAGER |
NEW YORK, NY | $230,594 | view original ↗ |
| 2023 | BELLSOUTH CORPORATION RFA LIFE VEBA TRUST | TRUSTEE FEE |
EVERETT, MA | $187,476 | view original ↗ |
| 2023 | WILLIAM T GRANT FOUNDATION INC | CUSTODIAL SERVICES |
NEW YORK, NY | $74,964 | view original ↗ |
| 2022 | LYNDE AND HARRY BRADLEY FOUNDATION INC | Investment Management |
New York, NY | $352,075 | view original ↗ |
| 2022 | BELLSOUTH CORPORATION RFA LIFE VEBA TRUST | TRUSTEE FEE |
EVERETT, MA | $187,504 | view original ↗ |
| 2022 | WILLIAM T GRANT FOUNDATION INC | CUSTODIAL SERVICES |
NEW YORK, NY | $142,909 | view original ↗ |
| 2022 | I B E W LOCAL 25 HEALTH AND BENEFIT FUND | INVESTMENT CUSTODIAN |
PITTSBURGH, PA | $112,023 | view original ↗ |
| 2022 | NINA MASON PULLIAM CHARITABLE TR | Custodial Banking Services |
New York, NY | $76,388 | view original ↗ |
| 2022 | WORTHAM FOUNDATION | CUSTODIAN |
NEW YORK, NY | $73,090 | view original ↗ |
| 2021 | BELLSOUTH CORPORATION RFA LIFE VEBA TRUST | TRUSTEE FEE |
EVERETT, MA | $171,875 | view original ↗ |
| 2021 | WILLIAM T GRANT FOUNDATION INC | CUSTODIAL SERVICES |
NEW YORK, NY | $161,908 | view original ↗ |
| 2021 | I B E W LOCAL 25 HEALTH AND BENEFIT FUND | INVESTMENT CUSTODIAN |
PITTSBURGH, PA | $110,255 | view original ↗ |
| 2021 | WORTHAM FOUNDATION | CUSTODIAN |
NEW YORK, NY | $83,703 | view original ↗ |
| 2021 | ARCONIC FOUNDATION | INVESTMENT MANAGEMENT |
PITTSBURGH, PA | $56,746 | view original ↗ |
| 2021 | NINA MASON PULLIAM CHARITABLE TR | Custodial Banking Services |
New York, NY | $52,618 | view original ↗ |
| 2020 | CENTRAL WASHINGTON HEALTH SERVICES ASSOCIATION | CONSULTING SERVICES |
SEATTLE, WA | $4,955,385 | view original ↗ |
| 2020 | BEREA COLLEGE | Investment Custody Fees |
Pittsburgh, PA | $375,759 | view original ↗ |
| 2020 | NATIONAL STABILIZATION AGREEMENT OF SHEET METAL WORKERS INDUSTRY TR FD | INVESTMENT MANAGER |
NEW YORK, NY | $274,716 | view original ↗ |
| 2020 | BELLSOUTH CORPORATION RFA LIFE VEBA TRUST | TRUSTEE FEE |
EVERETT, MA | $187,500 | view original ↗ |
| 2020 | WOODLAWN FOUNDATION | Investment advisor |
New York, NY | $148,760 | view original ↗ |
| 2020 | I B E W LOCAL 25 HEALTH AND BENEFIT FUND | INVESTMENT CUSTODIAN |
PITTSBURGH, PA | $108,286 | view original ↗ |
| 2020 | WILLIAM T GRANT FOUNDATION INC | CUSTODIAL SERVICES |
NEW YORK, NY | $101,993 | view original ↗ |
| 2020 | NINA MASON PULLIAM CHARITABLE TR | Custodial Banking Services |
New York, NY | $77,072 | view original ↗ |
| 2020 | WORTHAM FOUNDATION | CUSTODIAN |
NEW YORK, NY | $66,971 | view original ↗ |
| 2019 | MOTHER CABRINI HEALTH FOUNDATION | Investment Mgmt |
NEW YORK, NY | $2,003,559 | view original ↗ |
| 2019 | THE NEW YORK COMMUNITY TRUST | Trustee/Invest Advis |
NEW YORK, NY | $1,257,001 | view original ↗ |
| 2019 | NATIONAL STABILIZATION AGREEMENT OF SHEET METAL WORKERS INDUSTRY TR FD | INVESTMENT MANAGER |
NEW YORK, NY | $227,001 | view original ↗ |
| 2019 | BELLSOUTH CORPORATION RFA LIFE VEBA TRUST | TRUSTEE FEE |
EVERETT, MA | $218,750 | view original ↗ |
| 2019 | THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL | FINANCIAL SERVICES |
NEW YORK, NY | $188,968 | view original ↗ |
| 2019 | ALCOA FOUNDATION | INVESTMENT MANAGEMENT |
PITTSBURGH, PA | $163,244 | view original ↗ |
| 2019 | WOODLAWN FOUNDATION | Investment advisor |
New York, NY | $158,226 | view original ↗ |
| 2019 | I B E W LOCAL 25 HEALTH AND BENEFIT FUND | INVESTMENT CUSTODIAN |
PITTSBURGH, PA | $154,433 | view original ↗ |
| 2019 | WILLIAM T GRANT FOUNDATION INC | CUSTODIAL SERVICES |
NEW YORK, NY | $131,375 | view original ↗ |
| 2019 | WORTHAM FOUNDATION | CUSTODIAN |
NEW YORK, NY | $83,388 | view original ↗ |
| 2019 | NINA MASON PULLIAM CHARITABLE TR | Custodial Banking Services |
New York, NY | $64,926 | view original ↗ |
| 2018 | NATIONAL STABILIZATION AGREEMENT OF SHEET METAL WORKERS INDUSTRY TR FD | INVESTMENT MANAGER |
NEW YORK, NY | $302,633 | view original ↗ |
| 2018 | MOTHER CABRINI HEALTH FOUNDATION | Investment MGMT |
PITTSBURGH, PA | $283,745 | view original ↗ |
| 2018 | WOODLAWN FOUNDATION | Investment advisor |
New York, NY | $161,328 | view original ↗ |
| 2018 | BELLSOUTH CORPORATION RFA LIFE VEBA TRUST | TRUSTEE FEES |
EVERETT, MA | $140,625 | view original ↗ |
| 2018 | I B E W LOCAL 25 HEALTH AND BENEFIT FUND | INVESTMENT CUSTODIAN |
PITTSBURGH, PA | $108,322 | view original ↗ |
| 2018 | WORTHAM FOUNDATION | CUSTODIAN |
NEW YORK, NY | $86,969 | view original ↗ |
| 2017 | NATIONAL STABILIZATION AGREEMENT OF SHEET METAL WORKERS INDUSTRY TR FD | INVESTMENT MANAGER |
NEW YORK, NY | $380,470 | view original ↗ |
| 2017 | BELLSOUTH CORPORATION RFA LIFE VEBA TRUST | TRUSTEE FEES |
EVERETT, MA | $204,684 | view original ↗ |
| 2017 | WOODLAWN FOUNDATION | Investment advisor |
New York, NY | $155,375 | view original ↗ |
| 2017 | I B E W LOCAL 25 HEALTH AND BENEFIT FUND | INVESTMENT CUSTODIAN |
PITTSBURGH, PA | $103,498 | view original ↗ |
| 2016 | BELLSOUTH CORPORATION RFA LIFE VEBA TRUST | TRUSTEE FEES |
EVERETT, MA | $187,509 | view original ↗ |
| 2016 | BELLSOUTH CORPORATION HEALTHCARE TRUST RETIREES | TRUSTEE FEES |
EVERETT, MA | $162,496 | view original ↗ |
| 2016 | WOODLAWN FOUNDATION | Investment advisor |
New York, NY | $138,787 | view original ↗ |
| 2016 | BELLSOUTH CORPORATION RFA VEBA TR FOR NON-REPRESENTABLE EMPLOYEES | TRUSTEE FEES |
EVERETT, MA | $137,500 | view original ↗ |
| 2016 | I B E W LOCAL 25 HEALTH AND BENEFIT FUND | INVESTMENT CUSTODIAN |
PITTSBURGH, PA | $109,516 | view original ↗ |
| 2015 | ANDRE AGASSI FOUNDATION FOR EDUCATION | INTEREST ON BOND ISSUE |
LOS ANGELES, CA | $778,841 | view original ↗ |
| 2015 | INTERMOUNTAIN HEALTHCARE FOUNDATION INC | INVESTMENT MANAGEMENT |
NEW YORK, NY | $593,531 | view original ↗ |
| 2015 | THE CALIFORNIA ENDOWMENT | INVESTMENT CUSTODIAN |
EVERETT, MA | $588,549 | view original ↗ |
| 2015 | WOODLAWN FOUNDATION | Investment advisor |
New York, NY | $140,837 | view original ↗ |
| 2015 | WORTHAM FOUNDATION | CUSTODIAN |
NEW YORK, NY | $139,491 | view original ↗ |
| 2015 | FLETCHER JONES FOUNDATION | INVESTMENT MGMT |
BOSTON, MA | $130,290 | view original ↗ |
| 2015 | I B E W LOCAL 25 HEALTH AND BENEFIT FUND | INVESTMENT CUSTODIAN |
PITTSBURGH, PA | $106,853 | view original ↗ |
| 2014 | ALFRED P SLOAN FOUNDATION | Investment CUSTODY |
EVERETT, MA | $558,173 | view original ↗ |
| 2014 | FLETCHER JONES FOUNDATION | INVESTMENT MGMT |
BOSTON, MA | $126,850 | view original ↗ |
| 2014 | I B E W LOCAL 25 HEALTH AND BENEFIT FUND | INVESTMENT CUSTODIAN |
PITTSBURGH, PA | $108,408 | view original ↗ |
| 2014 | WORTHAM FOUNDATION | CUSTODIAN |
NEW YORK, NY | $103,138 | view original ↗ |
| 2013 | ALFRED P SLOAN FOUNDATION | Investment CUSTODY |
EVERETT | $566,590 | view original ↗ |
| 2013 | TRUSTEES OF HAMILTON COLLEGE | Investment Management |
| $504,283 | view original ↗ |
| 2013 | FLETCHER JONES FOUNDATION | INVESTMENT MGMT |
BOSTON | $164,779 | view original ↗ |
| 2013 | WORTHAM FOUNDATION | CUSTODIAN |
NEW YORK | $108,936 | view original ↗ |
| 2012 | BEREA COLLEGE | INVESTMENT CUSTODY SERVICES |
CHICAGO, IL | $269,979 | view original ↗ |
| 2012 | I B E W LOCAL 25 HEALTH AND BENEFIT FUND | investment custodian |
pittsburgh, PA | $123,503 | view original ↗ |
| 2011 | BEREA COLLEGE | INVESTMENT CUSTODY SERVICES |
CHICAGO, IL | $248,080 | view original ↗ |
| 2010 | BELOIT COLLEGE | FINANCIAL SERVICES |
NEW YORK, NY | $526,784 | view original ↗ |
| 2010 | BEREA COLLEGE | INVESTMENT CUSTODY SERVICES |
PITTSBURGH, PA | $245,621 | view original ↗ |
| 2009 | CAL FARLEYS BOYS RANCH FOUNDATION | FINANCIAL COUNSEL |
PITTSBURGH, PA | $262,799 | view original ↗ |
| 2009 | BELOIT COLLEGE | Financial Services |
New York, NY | $254,244 | view original ↗ |
| 2009 | FLORIDA STATE UNIVERSITY FOUNDATION INC | Investment Manager |
NEW YORK, NY | $146,087 | view original ↗ |
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