| 2025 | SANDCASTLE FOUNDATION | INVESTMENT MANAGEMENT |
SIOUX FALLS, SD | $79,175 | view original ↗ |
| 2024 | P E O FOUNDATION | Investment mgmt |
Henderson, NV | $241,999 | view original ↗ |
| 2024 | NEBRASKA PROPERTY & LIABILITY INSURANCE GUARANTY ASSOCIATION | Settlement |
Des Moines, IA | $131,524 | view original ↗ |
| 2024 | WILLIAM BUTTERWORTH FOUNDATION | INVESTMENT MANAGEMENT FEES |
HENDERSON, NV | $125,964 | view original ↗ |
| 2024 | WILLIAM FRIES II FOUNDATION | CONSULTING |
HENDERSON, NV | $107,704 | view original ↗ |
| 2024 | NATIONAL PEACE OFFICERS & FIRE FIGHTERS BENEFIT ASSOCIATION | CUSTODIAN |
PORTLAND, OR | $105,657 | view original ↗ |
| 2024 | AHS FOUNDATION | AGENT |
SAINT LOUIS, MO | $97,083 | view original ↗ |
| 2024 | WINTERCREEK FOUNDATION | AGENT |
SAINT LOUIS, MO | $74,583 | view original ↗ |
| 2024 | BILL M AND CECILE AUTREY HAM CHARITABLE FOUNDATION | INVESTMENT & GRANT ADVISORY SERVICES |
HENDERSON, NV | $72,916 | view original ↗ |
| 2024 | CONSCIOUS KIDS INC | INVESTMENT MANAGEMEN |
CHARLOTTE, NC | $58,020 | view original ↗ |
| 2023 | P E O FOUNDATION | Investment mgmt |
Henderson, NV | $218,045 | view original ↗ |
| 2023 | WILLIAM BUTTERWORTH FOUNDATION | INVESTMENT MANAGEMENT FEES |
HENDERSON, NV | $124,749 | view original ↗ |
| 2023 | NATIONAL PEACE OFFICERS & FIRE FIGHTERS BENEFIT ASSOCIATION | CUSTODIAN |
PORTLAND, OR | $117,655 | view original ↗ |
| 2023 | WILLIAM FRIES II FOUNDATION | CONSULTING |
HENDERSON, NV | $100,268 | view original ↗ |
| 2023 | AHS FOUNDATION | AGENT |
SAINT LOUIS, MO | $89,980 | view original ↗ |
| 2023 | WINTERCREEK FOUNDATION | AGENT |
LAS VEGAS, NV | $74,252 | view original ↗ |
| 2023 | BILL M AND CECILE AUTREY HAM CHARITABLE FOUNDATION | INVESTMENT & GRANT ADVISORY SERVICES |
HENDERSON, NV | $69,316 | view original ↗ |
| 2023 | WINGS OF FREEDOM FOUNDATION TR | AGENT |
WINSTON SALEM, NC | $58,157 | view original ↗ |
| 2023 | CONSCIOUS KIDS INC | ADMINISTRATION SERVI |
CHARLOTTE, NC | $45,732 | view original ↗ |
| 2022 | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS-126 HEALTH & WE | INVESTMENT EXPENSES |
PHILADELPHIA, PA | $238,603 | view original ↗ |
| 2022 | P E O FOUNDATION | Investment mgmt |
Henderson, NV | $170,128 | view original ↗ |
| 2022 | E CLAIBORNE ROBINS JR CHARITABLE TR | MANAGEMENT FEES |
CHARLOTTE, NC | $130,295 | view original ↗ |
| 2022 | WILLIAM FRIES II FOUNDATION | CONSULTING |
HENDERSON, NV | $127,355 | view original ↗ |
| 2022 | NATIONAL PEACE OFFICERS & FIRE FIGHTERS BENEFIT ASSOCIATION | CUSTODIAN |
PORTLAND, OR | $123,814 | view original ↗ |
| 2022 | WILLIAM BUTTERWORTH FOUNDATION | INVESTMENT MANAGEMENT FEES |
HENDERSON, NV | $110,579 | view original ↗ |
| 2022 | ORDEAN FOUNDATION | INVEST. COUNSELING |
DULUTH, MN | $87,300 | view original ↗ |
| 2022 | WINTERCREEK FOUNDATION | AGENT |
LAS VEGAS, NV | $72,830 | view original ↗ |
| 2022 | NORA ECCLES TREADWELL CHARITABLE TR | Agent |
Winston Salem, NC | $71,921 | view original ↗ |
| 2022 | BILL M AND CECILE AUTREY HAM CHARITABLE FOUNDATION | INVESTMENT AND GRANT ADVISORY SERVICES |
HENDERSON, NV | $67,699 | view original ↗ |
| 2022 | WINGS OF FREEDOM FOUNDATION TR | AGENT |
WINSTON SALEM, NC | $61,361 | view original ↗ |
| 2022 | CONSCIOUS KIDS INC | ADMINISTRATION SERVI |
CHARLOTTE, NC | $54,778 | view original ↗ |
| 2022 | PFEFFERKORN FOUNDATION INC 6392-1025876301 | INVESTMENT MANAGEMENT AND CUSTODIAN |
WINSTON SALEM, NC | $34,374 | view original ↗ |
| 2021 | PALM BEACH DAY ACADEMY INC | FINANCIAL SERVICES |
SAN FRANCISCO, CA | $890,253 | view original ↗ |
| 2021 | NORA ECCLES TREADWELL CHARITABLE TR | Agent |
Winston Salem, NC | $224,248 | view original ↗ |
| 2021 | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS-126 HEALTH & WE | INVESTMENT EXPENSES |
PHILADELPHIA, PA | $209,080 | view original ↗ |
| 2021 | E CLAIBORNE ROBINS JR CHARITABLE TR | MANAGEMENT FEES |
CHARLOTTE, NC | $154,082 | view original ↗ |
| 2021 | WILLIAM BUTTERWORTH FOUNDATION | INVESTMENT MANAGEMENT FEES |
HENDERSON, NV | $117,080 | view original ↗ |
| 2021 | WILLIAM FRIES II FOUNDATION | CONSULTING |
HENDERSON, NV | $109,384 | view original ↗ |
| 2021 | NATIONAL PEACE OFFICERS & FIRE FIGHTERS BENEFIT ASSOCIATION | CUSTODIAN |
PORTLAND, OR | $104,074 | view original ↗ |
| 2021 | ORDEAN FOUNDATION | INVEST. COUNSELING |
DULUTH, MN | $90,984 | view original ↗ |
| 2021 | WINGS OF FREEDOM FOUNDATION TR | AGENT |
WINSTON SALEM, NC | $90,279 | view original ↗ |
| 2021 | WINTERCREEK FOUNDATION | AGENT |
LAS VEGAS, NV | $84,651 | view original ↗ |
| 2021 | DONNELL B & ELIZABETH D STEWART EDUCATION FOUNDATION | INVESTMENT MANAGEMENT FEES |
WINSTON SALEM, NC | $81,613 | view original ↗ |
| 2021 | M G & LILLIE A JOHNSON FOUNDATION INC | INV. ADVICE |
VICTORIA, TX | $80,613 | view original ↗ |
| 2021 | BILL M AND CECILE AUTREY HAM CHARITABLE FOUNDATION | INVESTMENT AND GRANT ADVISORY SERVICES |
HENDERSON, NV | $70,274 | view original ↗ |
| 2021 | CONSCIOUS KIDS INC | ADMINISTRATION SERVI |
CHARLOTTE, NC | $59,576 | view original ↗ |
| 2021 | PFEFFERKORN FOUNDATION INC 6392-1025876301 | INVESTMENT MANAGEMENT AND CUSTODIAN |
WINSTON SALEM, NC | $26,694 | view original ↗ |
| 2020 | PALM BEACH DAY ACADEMY INC | FINANCIAL SERVICES |
SAN FRANCISCO, CA | $1,429,370 | view original ↗ |
| 2020 | NORA ECCLES TREADWELL CHARITABLE TR | AGENT |
WINSTON SALEM, NC | $190,154 | view original ↗ |
| 2020 | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS-126 HEALTH & WE | INVESTMENT EXPENSES |
PHILADELPHIA, PA | $171,581 | view original ↗ |
| 2020 | MARIAM AND ROBERT HAYES CHARITABLE TR | 0 |
CONCORD, NC | $171,016 | view original ↗ |
| 2020 | E CLAIBORNE ROBINS JR CHARITABLE TR | MANAGEMENT FEES |
CHARLOTTE, NC | $140,912 | view original ↗ |
| 2020 | BETHLEHEM FOUNDATION | INVT MGMT/GRANT ADMIN |
WINSTON SALEM, NC | $117,102 | view original ↗ |
| 2020 | WINGS OF FREEDOM FOUNDATION TR | AGENT |
WINSTON SALEM, NC | $106,741 | view original ↗ |
| 2020 | WILLIAM BUTTERWORTH FOUNDATION | INVESTMENT MANAGEMENT FEES |
HENDERSON, NV | $103,763 | view original ↗ |
| 2020 | NORTH TEXAS HIGHER EDUCATION AUTHORITY INC | Trustee services fees |
Minneapolis, MN | $102,285 | view original ↗ |
| 2020 | WILLIAM FRIES II FOUNDATION | CONSULTING |
HENDERSON, NV | $97,041 | view original ↗ |
| 2020 | M G & LILLIE A JOHNSON FOUNDATION INC | INVESTMENT ADVISORY |
VICTORIA, TX | $95,805 | view original ↗ |
| 2020 | WINTERCREEK FOUNDATION | AGENT |
LAS VEGAS, NV | $83,273 | view original ↗ |
| 2020 | ORDEAN FOUNDATION | INVEST. COUNSELING |
DULUTH, MN | $76,541 | view original ↗ |
| 2020 | DELTA AIR LINES FOUNDATION | INVESTMENT MGMT & OPTION STRATEGY FEES |
WINSTON SALEM, NC | $60,155 | view original ↗ |
| 2020 | CONSCIOUS KIDS INC | ADMINISTRATION SERVI |
CHARLOTTE, NC | $55,469 | view original ↗ |
| 2020 | PFEFFERKORN FOUNDATION INC 6392-1025876301 | INVESTMENT MANAGEMENT AND CUSTODIAN |
WINSTON SALEM, NC | $35,626 | view original ↗ |
| 2019 | PALM BEACH DAY ACADEMY INC | FINANCIAL SERVICES |
SAN FRANCISCO, CA | $1,247,444 | view original ↗ |
| 2019 | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS-126 HEALTH & WE | INVESTMENT EXPENSES |
PHILADELPHIA, PA | $139,456 | view original ↗ |
| 2019 | WINGS OF FREEDOM FOUNDATION TR | AGENT |
WINSTON SALEM, NC | $103,552 | view original ↗ |
| 2019 | NORTH TEXAS HIGHER EDUCATION AUTHORITY INC | Trustee services fees |
Minneapolis, MN | $102,956 | view original ↗ |
| 2019 | WILLIAM BUTTERWORTH FOUNDATION | INVESTMENT MANGEMENT FEES |
HENDERSON, NV | $101,922 | view original ↗ |
| 2019 | BETHLEHEM FOUNDATION | INVT MGMT/GRANT ADMI |
WINSTON SALEM, NC | $95,516 | view original ↗ |
| 2019 | PASO DEL NORTE HEALTH FOUNDATION | Custodian |
Minneapolis, MN | $89,993 | view original ↗ |
| 2019 | WILLIAM FRIES II FOUNDATION | INVESTMENT |
HENDERSON, NV | $60,256 | view original ↗ |
| 2019 | WILLARD L ECCLES CHARITABLE FOUNDATION | INVESTMENT |
SALT LAKE CITY, UT | $56,175 | view original ↗ |
| 2018 | PALM BEACH DAY ACADEMY INC | FINANCIAL SERVICES |
SAN FRANCISCO, CA | $922,620 | view original ↗ |
| 2018 | NBA PLAYERS HEALTH AND WELFARE BENEFIT PLAN | CUSTODIAL |
NEW YORK, NY | $165,987 | view original ↗ |
| 2018 | NORTH TEXAS HIGHER EDUCATION AUTHORITY INC | Trustee services fees |
Minneapolis, MN | $101,500 | view original ↗ |
| 2018 | BETHLEHEM FOUNDATION | INVT MGMT/GRANT ADMI |
WINSTON SALEM, NC | $95,330 | view original ↗ |
| 2018 | PASO DEL NORTE HEALTH FOUNDATION | Custodian |
Minneapolis, MN | $89,975 | view original ↗ |
| 2018 | WILLARD L ECCLES CHARITABLE FOUNDATION | INVESTMENT |
SALT LAKE CITY, UT | $82,025 | view original ↗ |
| 2018 | SERAPH FOUNDATION | INVESTMENT SERVICES |
BERWYN, PA | $80,532 | view original ↗ |
| 2017 | PALM BEACH DAY ACADEMY INC | FINANCIAL SERVICES |
SAN FRANCISCO, CA | $657,822 | view original ↗ |
| 2017 | PASO DEL NORTE HEALTH FOUNDATION | Custodian |
Minneapolis, MN | $85,246 | view original ↗ |
| 2017 | BETHLEHEM FOUNDATION | INVT MGMT |
WINSTON SALEM, NY | $78,282 | view original ↗ |
| 2017 | R T VANDERBILT TRUST | 0 |
WINSTON SALEM, NC | $67,746 | view original ↗ |
| 2017 | CONSCIOUS KIDS INC | ADMINISTRATION SERVI |
CHARLOTTE, NC | $54,688 | view original ↗ |
| 2016 | PALM BEACH DAY ACADEMY INC | FINANCIAL SERVICES |
SAN FRANCISCO, CA | $655,000 | view original ↗ |
| 2016 | NBA PLAYERS HEALTH AND WELFARE BENEFIT PLAN | CUSTODIAL |
NEW YORK, NY | $184,671 | view original ↗ |
| 2015 | NBA PLAYERS HEALTH AND WELFARE BENEFIT PLAN | CUSTODIAL |
NEW YORK, NY | $136,345 | view original ↗ |
| 2015 | ADVAITA SOCIETY | Provides Credit Card Services |
Phoenix, AZ | $133,865 | view original ↗ |
| 2015 | ADVAITA SOCIETY | Provides Credit Card Services |
Phoenix, AZ | $133,865 | view original ↗ |
| 2015 | SOUTH CENTRAL UFCW UNIONS & EMPLOYERS | Investment Advisory |
| $97,511 | view original ↗ |
| 2014 | THE YWCA RETIREMENT FUND INC | Investment Manager |
Minneaplois, MN | $317,221 | view original ↗ |
| 2014 | Educational Funding of the South Inc | TRUSTEE SERVICES |
MINNEAPOLIS, MN | $163,816 | view original ↗ |
| 2014 | SOUTH CENTRAL UFCW UNIONS & EMPLOYERS | Investment Advisory |
| $108,944 | view original ↗ |
| 2014 | NBA PLAYERS HEALTH AND WELFARE BENEFIT PLAN | CUSTODIAL |
NEW YORK, NY | $107,503 | view original ↗ |
| 2013 | CHRISTIAN LIVING NEIGHBORHOODS | TRUST SERVICES |
| $8,469,067 | view original ↗ |
| 2013 | ACADEMY OF THE NEW CHURCH | INVESTMENT MANAGEMENT |
| $2,281,487 | view original ↗ |
| 2013 | HIGHLANDS RANCH COMMUNITY ASSOC | BANKING AND CREDIT CARD SERVICES |
| $337,697 | view original ↗ |
| 2013 | MINNESOTA ORCHESTRAL ASSOCIATION | BANKING SERVICES |
| $300,912 | view original ↗ |
| 2013 | THE YWCA RETIREMENT FUND INC | Investment Manager |
| $290,288 | view original ↗ |
| 2013 | Educational Funding of the South Inc | TRUSTEE SERVICES |
| $178,132 | view original ↗ |
| 2013 | BILEZIKIAN FAMILY FOUNDATION INC | INVESTMENT MANAGEMENT |
BOSTON | $100,026 | view original ↗ |
| 2013 | DAVID WHITMIRE HEARST JR | PORTFOLIO MGT |
LONG BEACH | $51,446 | view original ↗ |
| 2012 | CHRISTIAN LIVING NEIGHBORHOODS | TRUST SERVICES |
DENVER, CO | $8,522,938 | view original ↗ |
| 2012 | ACADEMY OF THE NEW CHURCH | INVESTMENT MANAGEMENT |
MINNEAPOLIS, MN | $2,691,520 | view original ↗ |
| 2012 | HIGHLANDS RANCH COMMUNITY ASSOC | BANKING AND CREDIT CARD SERVICES |
SALT LAKE CITY, UT | $377,197 | view original ↗ |
| 2011 | YORK UNIVERSITY | BANKING |
LINCOLN, NE | $710,047 | view original ↗ |
| 2011 | HIGHLANDS RANCH COMMUNITY ASSOC | BANKING & CC SV |
SALT LAKE CITY, UT | $280,310 | view original ↗ |
| 2011 | THE YWCA RETIREMENT FUND INC | Investment Manager |
Minneaplois, MN | $243,954 | view original ↗ |
| 2011 | WATERVIEW STUDENT HOUSING FOUNDATION | CREDIT & FINANCING |
LOS ANGELES, CA | $204,885 | view original ↗ |
| 2010 | CHRISTIAN LIVING NEIGHBORHOODS | TRUST SERVICES |
DENVER, CO | $2,755,216 | view original ↗ |
| 2010 | YORK UNIVERSITY | BANKING |
LINCOLN, NE | $685,448 | view original ↗ |
| 2010 | AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS | INVESTMENT MANAGEMENT |
MINNEAPOLIS, MN | $300,662 | view original ↗ |
| 2010 | HIGHLANDS RANCH COMMUNITY ASSOC | BANKING & CC SV |
SALT LAKE CITY, UT | $261,812 | view original ↗ |
| 2010 | THE YWCA RETIREMENT FUND INC | Investment Manager |
Minneaplois, MN | $216,293 | view original ↗ |
| 2010 | EASTVIEW AT MIDDLEBURY | Bond Issuance Cost |
COLUMBIA, MD | $128,750 | view original ↗ |
| 2009 | YORK UNIVERSITY | BANKING |
LINCOLN, NE | $622,751 | view original ↗ |
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