UBS

Addresses
1285 AVENUE OF THE AMERICAS, NEW YORK, NY 10019
written 3 ways in filings1285 AVENUE OF THE AMERICAS, NEW YORK, NY 10019
1285 Avenue of the Americas, New York, NY 10019
1285 Avenue of the Americas, NEW YORK, NY 10019

1000 Harbor Blvd, WEEHAWKEN, NJ 07086
written 3 ways in filings1000 Harbor Blvd, WEEHAWKEN, NJ 07086
1000 HARBOR BLVD, WEEHAWKEN, NJ 07086
1000 HARBOR BLVD, WEEHAEKEN, NY 07086

299 PARK AVENUE 25TH FL, NEW YORK, NY 10171
written 2 ways in filings299 PARK AVENUE 25TH FL, NEW YORK, NY 10171
299 PARK AVE 25TH FL, NEW YORK, NY 101710002

299 Park Ave, New York, NY 10171
written 6 ways in filings299 Park Ave, New York, NY 10171
299 Park Avenue, New York, NY 10171
299 PARK AVE, NEW YORK, NY 10171
299 PARK AVENUE, NEW YORK, NY 10171
299 PARK AVENUE 8-9 11 FL, NEW YORK, NY 10171
299 Parkk Avenue, New York, NY 10171

ONE POST OFFICE SQUARE 33RD FLOOR, BOSTON, MA 02109
3280 Peachtree Rd NE, Atlanta, GA 30305
370 17th St Suite 1400, Denver, CO 80202
written 2 ways in filings370 17th St Suite 1400, Denver, CO 80202
370 17th Street Suite 4100, Denver, CO 80202

750 Washington Blvd 11th flr, Stamford, CT 06901
written 3 ways in filings750 Washington Blvd 11th flr, Stamford, CT 06901
750 WASHINGTON BLVD 11TH FLR, STAMFORD, CT 06901
750 WASHINGTON BOULEVARD 11TH FLOOR, STAMFORD, CT 06901

3280 PEACH TREE RD NE 21ST FLOOR, ATLANTA, GA 303052430
ONE POST OFFICE SQUARE 33RD FL, BOSTON, MA 021092106
+27 more
Service
Investment Advisor
Total reported
$38,498,684
Website
Find website (990s don't list vendor websites; this searches DuckDuckGo)

Who paid them

YearOrganizationServiceLocationPaidFiling
2025RICHARD LOUNSBERY FOUNDATION INCINVESTMENT ADVISORY NEW YORK, NY$156,866view original ↗
2025LEONARD & HILDA KAPLAN CHARITABLE FOUNDATIONINVESTMENT CONSULTING & ADVISORY SERVICES BOSTON, MA$59,577view original ↗
2025L R BAUMAN FOUNDATION INCINVESTMENT ADVISORY NEW YORK, NY$54,134view original ↗
2025HARKNESS FOUNDATION FOR DANCE INCInvestment Advisory WEEHAWKEN, NJ$53,370view original ↗
2024HOLLAND M WARE CHARITABLE FOUNDATIONINVESTMENT BOISE, ID$529,707view original ↗
2024DAVIDSON INSTITUTE FOR TALENT DEVELOPMENTINVESTMENT MANAGEMENT NEW YORK, NY$482,951view original ↗
2024HAROLD W MCGRAW JR FAMILY FOUNDATION INCInvestment advisory services New York, NY$480,501view original ↗
2024SJ AND JESSIE E QUINNEY FOUNDATIONInvestment Management Services Denver, CO$291,995view original ↗
2024JANET Q LAWSON FOUNDATIONInvestment Management Denver, CO$263,597view original ↗
2024OPERATING ENGINEERS SECURITY FUNDINVESTMENT MGMT. LOS ANGELES, CA$259,853view original ↗
2024THE ROTARY FOUNDATION OF ROTARY INTERNATIONALINVESTMENT MANAGEMENT HARTFORD, CT$243,539view original ↗
2024JEROME L GREENE FOUNDATION INCINVESTMENT SERVICES NEW YORK, NY$239,446view original ↗
2024LANDRY FAMILY FOUNDATIONINVESTMENT MANAGEMENT FEES BOSTON, MA$192,689view original ↗
2024INMAAT FOUNDATIONINVESTMENT MANAGEMENT NEW YORK, NY$171,994view original ↗
2024RICHARD LOUNSBERY FOUNDATION INCINVESTMENT ADVISORY NEW YORK, NY$154,728view original ↗
2024BAPTIST COMMUNITY MINISTRIESINVESTMENT SERVICES NEW YORK, NY$145,634view original ↗
2024PUBLIC EDUCATION HEALTH TRUSTInvestment Advisor ANCHORAGE, AK$118,478view original ↗
2024TRZCINSKI FOUNDATIONINVESTMENT MGT FEES CLEVELAND, OH$111,078view original ↗
2024SUZANNE MCGRAW FOUNDATION INCInvestment advisory services New York, NY$105,898view original ↗
2024GEORGIA REHABILITATION INSTITUTE INCINVESTMENT MANAGEMENT NEW YORK, NY$86,811view original ↗
2024DAVIDSON BRUCE CHARITABLE IRRV TRINVESTMENT MGMT WEEHAWKEN, NJ$72,910view original ↗
2024GREY ROCKS FOUNDATION INCINVESTMENT MANAGEMENT BOSTON, MA$65,812view original ↗
2024HARKNESS FOUNDATION FOR DANCE INCInvestment Advisory WEEHAWKEN, NJ$59,935view original ↗
2024FREDERICK Q LAWSON FOUNDATIONInvestment Management Denver, CO$55,830view original ↗
2024HAROLD W MCGRAW III FOUNDATION INCInvestment advisory services New York, NY$53,873view original ↗
2024ALAN B SLIFKA FOUNDATION INCINVESTMENT FEES NEW YORK, NY$52,496view original ↗
2024LEONARD & HILDA KAPLAN CHARITABLE FOUNDATIONINVESTMENT CONSULTING & ADVISORY SERVICES BOSTON, MA$52,243view original ↗
2023JON AND KAREN HUNTSMAN FOUNDATIONINVESTMENT MANAGEMENT SALT LAKE CITY, UT$1,032,006view original ↗
2023MOODY FOUNDATIONInvestment management Houston, TX$496,776view original ↗
2023HOLLAND M WARE CHARITABLE FOUNDATIONINVESTMENT BOISE, ID$414,265view original ↗
2023JEROME L GREENE FOUNDATION INCINVESTMENT SERVICES NEW YORK, NY$390,462view original ↗
2023INASMUCH FOUNDATIONASSET MANAGEMENT FEE ATLANTA, GA$346,369view original ↗
2023SJ AND JESSIE E QUINNEY FOUNDATIONInvestment Management Services Denver, CO$292,771view original ↗
2023THE ROTARY FOUNDATION OF ROTARY INTERNATIONALINVESTMENT MANAGEMENT HARTFORD, CT$260,383view original ↗
2023JANET Q LAWSON FOUNDATIONInvestment Management Denver, CO$255,165view original ↗
2023OPERATING ENGINEERS SECURITY FUNDINVESTMENT MGMT. LOS ANGELES, CA$230,054view original ↗
2023ROBERT I SCHATTNER FOUNDATION INCINVESTMENT MANAGEMENT WASHINGTON, DC$204,086view original ↗
2023LANDRY FAMILY FOUNDATIONINVESTMENT MANAGEMENT FEES BOSTON, MA$177,324view original ↗
2023CIRI FOUNDATIONINVESTMENT ADVISORY FEES SEATTLE, WA$172,112view original ↗
2023INMAAT FOUNDATIONINVESTMENT MANAGEMENT NEW YORK, NY$141,429view original ↗
2023RICHARD LOUNSBERY FOUNDATION INCINVESTMENT ADVISORY NEW YORK, NY$129,233view original ↗
2023PUBLIC EDUCATION HEALTH TRUSTInvestment Advisor ANCHORAGE, AK$117,450view original ↗
2023MCLEOD BLUE SKYE CHARITABLE FOUNDATION INCInvestment Management New York, NY$100,164view original ↗
2023MCLEOD BLUE SKYE CHARITABLE FOUNDATION INCInvestment Management New York, NY$100,164view original ↗
2023GEORGIA REHABILITATION INSTITUTE INCINVESTMENT MGMT NEW YORK, NY$83,027view original ↗
2023THE MARK HUGHES FOUNDATIONINVESTMENT LOS ANGELES, CA$63,992view original ↗
2023KOHLBERG FOUNDATION INCFINANCIAL SERVICES STAMFORD, CT$61,509view original ↗
2023GREY ROCKS FOUNDATION INCINVESTMENT MANAGEMENT BOSTON, MA$60,970view original ↗
2023HARKNESS FOUNDATION FOR DANCE INCInvestment Advisory WEEHAWKEN, NJ$60,464view original ↗
2023DAVIDSON BRUCE CHARITABLE IRRV TRINVESTMENT MGMT WEEHAWKEN, NJ$59,952view original ↗
2023FREDERICK Q LAWSON FOUNDATIONInvestment Management Denver, CO$59,836view original ↗
2023LEONARD & HILDA KAPLAN CHARITABLE FOUNDATIONINVESTMENT CONSULTING & ADVISORY SERVICES BOSTON, MA$51,451view original ↗
2022JON AND KAREN HUNTSMAN FOUNDATIONINVESTMENT MANAGEMENT SALT LAKE CITY, UT$1,243,292view original ↗
2022INASMUCH FOUNDATIONASSET MANAGEMENT FEE ATLANTA, GA$620,104view original ↗
2022HOLLAND M WARE CHARITABLE FOUNDATIONINVESTMENT BOISE, ID$391,368view original ↗
2022MOODY FOUNDATIONInvestment management Houston, TX$318,577view original ↗
2022SJ AND JESSIE E QUINNEY FOUNDATIONInvestment Management Services Denver, CO$312,420view original ↗
2022CIRI FOUNDATIONINVESTMENT ADVISORY FEES SEATTLE, WA$263,587view original ↗
2022JANET Q LAWSON FOUNDATIONInvestment Management Denver, CO$261,982view original ↗
2022OPERATING ENGINEERS SECURITY FUNDINVESTMENT MGMT. LOS ANGELES, CA$205,197view original ↗
2022LANDRY FAMILY FOUNDATIONINVESTMENT MANAGEMENT FEES BOSTON, MA$186,904view original ↗
2022INMAAT FOUNDATIONINVESTMENT MANAGEMENT NEW YORK, NY$152,519view original ↗
2022RICHARD LOUNSBERY FOUNDATION INCINVESTMENT ADVISORY NEW YORK, NY$125,822view original ↗
2022GEORGIA REHABILITATION INSTITUTE INCINVESTMENT MGMT NEW YORK, NY$120,680view original ↗
2022KOHLBERG FOUNDATION INCFINANCIAL SERVICES STAMFORD, CT$116,433view original ↗
2022MCLEOD BLUE SKYE CHARITABLE FOUNDATION INCInvestment management New York, NY$108,484view original ↗
2022GREY ROCKS FOUNDATION INCINVESTMENT MANAGEMENT BOSTON, MA$83,236view original ↗
2022HARRIS MATHEWS CHARITABLE FOUNDATION INCInvestment management New York, NY$78,328view original ↗
2022HARKNESS FOUNDATION FOR DANCE INCInvestment Advisory WEEHAWKEN, NJ$67,634view original ↗
2022FREDERICK Q LAWSON FOUNDATIONInvestment Management Denver, CO$66,454view original ↗
2022DAVIDSON BRUCE CHARITABLE IRRV TRINVESTMENT MGMT WEEHAWKEN, NJ$66,360view original ↗
2022LEONARD & HILDA KAPLAN CHARITABLE FOUNDATIONINVESTMENT CONSULTING & ADVISORY SERVICES BOSTON, MA$52,757view original ↗
2021JON AND KAREN HUNTSMAN FOUNDATIONINVESTMENT MANAGEMENT SALT LAKE CITY, UT$1,293,007view original ↗
2021INASMUCH FOUNDATIONASSET MANAGEMENT FEE ATLANTA, GA$740,047view original ↗
2021MOODY FOUNDATIONInvestment management Houston, TX$446,952view original ↗
2021HOLLAND M WARE CHARITABLE FOUNDATIONINVESTMENT BOISE, ID$320,367view original ↗
2021JANET Q LAWSON FOUNDATIONInvestment Management Denver, CO$301,326view original ↗
2021SJ AND JESSIE E QUINNEY FOUNDATIONInvestment Management Services Denver, CO$289,660view original ↗
2021PUBLIC EDUCATION HEALTH TRUSTINVESTMENT ADVISOR ANCHORAGE, AK$264,194view original ↗
2021LANDRY FAMILY FOUNDATIONINVESTMENT MANAGEMENT FEES BOSTON, MA$192,959view original ↗
2021INMAAT FOUNDATIONINVESTMENT MANAGEMENT NEW YORK, NY$180,812view original ↗
2021RICHARD LOUNSBERY FOUNDATION INCINVESTMENT ADVISORY NEW YORK, NY$178,455view original ↗
2021OPERATING ENGINEERS SECURITY FUNDINVESTMENT MGMT. LOS ANGELES, CA$168,035view original ↗
2021KOHLBERG FOUNDATION INCFinancial services Stamford, CT$167,341view original ↗
2021KOHLBERG FOUNDATION INCFINANCIAL SERVICES STAMFORD, CT$167,341view original ↗
2021MCLEOD BLUE SKYE CHARITABLE FOUNDATION INCInvestment Management New York, NY$124,918view original ↗
2021LAVELLE FUND FOR THE BLIND INCINVESTMENT MGMT FEES STAMFORD, CT$116,472view original ↗
2021HARRIS MATHEWS CHARITABLE FOUNDATION INCInvestment management New York, NY$113,672view original ↗
2021GEORGIA REHABILITATION INSTITUTE INCINVESTMENT MGMT NEW YORK, NY$95,273view original ↗
2021WARREN ALPERT FOUNDATIONINVESTMENT ADVISORY WEEHAEKEN, NY$85,459view original ↗
2021HARKNESS FOUNDATION FOR DANCE INCInvestment Advisory WEEHAWKEN, NJ$78,952view original ↗
2021DAVIDSON BRUCE CHARITABLE IRRV TRINVESTMENT MGMT WEEHAWKEN, NJ$78,115view original ↗
2021ALAN B SLIFKA FOUNDATION INCINVESTMENT FEES NEW YORK, NY$56,748view original ↗
2020INASMUCH FOUNDATIONASSET MANAGEMENT FEE ATLANTA, GA$622,722view original ↗
2020MOODY FOUNDATIONInvestment mgmt Houston, TX$548,113view original ↗
2020JON AND KAREN HUNTSMAN FOUNDATIONINVESTMENT MANAGEMENT SALT LAKE CITY, UT$503,109view original ↗
2020WARREN ALPERT FOUNDATIONINVESTMENT ADVISORY BOSTON, MA$255,537view original ↗
2020PUBLIC EDUCATION HEALTH TRUSTBROKER FEES ANCHORAGE, AK$236,860view original ↗
2020JANET Q LAWSON FOUNDATIONInvestment Management Denver, CO$209,593view original ↗
2020SJ AND JESSIE E QUINNEY FOUNDATIONInvestment Management Services Denver, CO$174,928view original ↗
2020KOHLBERG FOUNDATION INCFinancial services Stamford, CT$173,424view original ↗
2020LANDRY FAMILY FOUNDATIONINVESTMENT MANAGEMENT FEES BOSTON, MA$168,600view original ↗
2020INMAAT FOUNDATIONINVESTMENT MANAGEMENT NEW YORK, NY$145,017view original ↗
2020DELTA PILOTS DISABILITYConsulting NEW YORK, NY$143,872view original ↗
2020GEORGIA REHABILITATION INSTITUTE INCINVESTMENT MGMT NEW YORK, NY$134,773view original ↗
2020MORTIMER AND MIMI LEVITT FOUNDATION INCINVESTMENT ADVISORY NEW YORK, NY$121,939view original ↗
2020LAVELLE FUND FOR THE BLIND INCINVESTMENT MGMT FEES STAMFORD, CT$113,532view original ↗
2020RICHARD LOUNSBERY FOUNDATION INCINVESTMENT ADVISORY NEW YORK, NY$112,273view original ↗
2020HARRIS MATHEWS CHARITABLE FOUNDATION INCInvestment management New York, NY$97,839view original ↗
2020MCLEOD BLUE SKYE CHARITABLE FOUNDATION INCInvestment Management Fees New York, NY$95,105view original ↗
2020DAVIDSON BRUCE CHARITABLE IRRV TRINVESTMENT MGMT WEEHAWKEN, NJ$65,776view original ↗
2020HARKNESS FOUNDATION FOR DANCE INCInvestment Advisory WEEHAWKEN, NJ$65,404view original ↗
2020JILMAR FOUNDATION INCINVESTMENT MGMT FEES PEABODY, MA$1,094view original ↗
2019NELDA C AND HJ LUTCHER STARK FOUNDATIONInvestment Mgmt New York, NY$1,617,846view original ↗
2019KOHLBERG FOUNDATION INCFinancial services Stamford, CT$354,903view original ↗
2019LANDRY FAMILY FOUNDATIONINVESTMENT MANAGEMENT FEES BOSTON, MA$171,039view original ↗
2019STANLEY & JOYCE BLACK FAMILY FOUNDATIONINVESTMENT SERVICES LOS ANGELES, CA$136,479view original ↗
2019HARRIS MATHEWS CHARITABLE FOUNDATION INCInvestment management New York, NY$98,852view original ↗
2019HARKNESS FOUNDATION FOR DANCE INCInvestment Advisory WEEHAWKEN, NJ$69,104view original ↗
2019DAVIDSON BRUCE CHARITABLE IRRV TRINVESTMENT MGMT WEEHAWKEN, NJ$63,520view original ↗
2018NELDA C AND HJ LUTCHER STARK FOUNDATIONInvestment Mgmt New York, NY$1,508,271view original ↗
2018KOHLBERG FOUNDATION INCFinancial services Stamford, CT$397,018view original ↗
2018SELF FOUNDATIONInvestment Advisory Atlanta, GA$384,148view original ↗
2018SHRM FOUNDATION INCINVESTMENT MANAGEMENT STAMFORD, CT$100,099view original ↗
2018HARRIS MATHEWS CHARITABLE FOUNDATION INCInvestment management New York, NY$98,212view original ↗
2018DAVIDSON BRUCE CHARITABLE IRRV TRINVESTMENT MGMT WEEHAWKEN, NJ$78,214view original ↗
2018HARKNESS FOUNDATION FOR DANCE INCInvestment Advisory WEEHAWKEN, NJ$65,528view original ↗
2017NELDA C AND HJ LUTCHER STARK FOUNDATIONInvestment Mgmt New York, NY$1,423,374view original ↗
2017KOHLBERG FOUNDATION INCFinancial services Stamford, CT$996,461view original ↗
2017AMERICAN SOCIETY OF CLINICAL PATHOLOGISTSINVESTMENT CONSULTING WESTLAKE VILLAGE, CA$244,963view original ↗
2017SELF FOUNDATIONInvestment Advisory Atlanta, GA$177,582view original ↗
2017CHILDRENS MERCY HOSPITAL FOUNDATIONInvestment Management Kansas City, MO$125,000view original ↗
2017HARRIS MATHEWS CHARITABLE FOUNDATION INCInvestment management New York, NY$91,751view original ↗
2017DAVIDSON BRUCE CHARITABLE IRRV TRINV MANAGEMENT WEEHAWKEN, NJ$84,875view original ↗
2017HARKNESS FOUNDATION FOR DANCE INCInvestment Advisory WEEHAWKEN, NJ$78,207view original ↗
2016NELDA C AND HJ LUTCHER STARK FOUNDATIONInvestment Mgmt New York, NY$1,287,875view original ↗
2016AMERICAN SOCIETY OF CLINICAL PATHOLOGISTSInvestment Consulting Westlake Village, CA$244,370view original ↗
2016SELF FOUNDATIONInvestment Advisory Atlanta, GA$233,888view original ↗
2016HOLLY HALLInvestment advisor Houston, TX$185,026view original ↗
2016CAL STATE EAST BAY EDUCATIONAL FOUNDATIONINVESTMENT MANAGEMENT WALNUT CREEK, CA$132,242view original ↗
2016CHILDRENS MERCY HOSPITAL FOUNDATIONInvestment Management Kansas City, MO$125,000view original ↗
2015AMERICAN SOCIETY OF CLINICAL PATHOLOGISTSInvestment Management Services Westlake Village, CA$262,654view original ↗
2015SELF FOUNDATIONInvestment Advisory Atlanta, GA$212,345view original ↗
2015HOLLY HALLInvestment advisor Houston, TX$206,260view original ↗
2015CHILDRENS MERCY HOSPITAL FOUNDATIONInvestment Management Kansas City, MO$136,250view original ↗
2014SELF FOUNDATIONInvestment Advisory Atlanta, GA$201,419view original ↗
2014HOLLY HALLInvestment advisor Houston, TX$193,533view original ↗
2014DAN MURPHY FOUNDATIONINVESTMENT MGMT LOS ANGELES, CA$146,352view original ↗
2014DAN MURPHY FOUNDATIONINVESTMENT MGMT LOS ANGELES, CA$146,352view original ↗
2013DAN MURPHY FOUNDATIONINVESTMENT MGMT LOS ANGELES$1,232,488view original ↗
2013SELF FOUNDATIONInvestment Advisory Atlanta$193,785view original ↗
2010PHI MU FRATERNITYFINANCIAL SERV. JACKSON, MS$342,017view original ↗
2009NORTH PARK UNIVERSITYInvestment Management Services Chicago, IL$382,270view original ↗

Grouped by normalized name; different firms with identical names appear together. Check the addresses.

The area Census

Bethel Census AreaAnchorage municipalityCensus Tract 3

County outline, the place (blue), the tract (orange) and the ZIP center (dot).

In Census Tract 3, Bethel Census Area, Alaska, place (city or town) Anchorage, AK, county Bethel Census Area, AK, state Alaska; placed by its ZIP code (county and tract) and city name (place). The tract is the tract holding most of the record's ZIP code (FURP does not geocode street addresses).

MeasureCensus tract
Census Tract 3, Bethel Census Area, Alaska
Place (city or town)
Anchorage, AK
County
Bethel Census Area, AK
State
Alaska
Population B010031,290288,97618,394735,706
Population, 2020 census P11,456291,24718,666733,391
Median age B0100228.735.229.035.8
Under 18 B0100132.5%23.5%34.7%24.1%
65 and over B010019.7%12.9%8.4%13.8%
Households B11001378108,5974,828270,533
Foreign born B050020.8%10.9%1.8%7.7%
Median household income B19013$56,818$103,284$73,996$92,788
Median family income B19113$58,750$123,547$78,676$112,321
Per capita income B19301$29,690$51,144$26,543$46,573
Poverty rate B1700124.1%8.9%25.6%10.1%
Unemployment rate B2302516.5%4.6%15.9%5.9%
Civilian labor force B23025624148,4197,779359,445
Mean commute (minutes) B080135.918.87.419.4
Bachelor's degree or higher B150039.9%38.7%12.8%31.7%
Housing units B25001738120,3486,011328,491
Owner-occupied B2500361.4%63.9%61.6%66.8%
Renters B2500338.6%36.1%38.4%33.2%
Median home value B25077$268,200$395,900$168,100$352,900
Median gross rent B25064$1,159$1,489$1,474$1,419
White, not Hispanic B030028.8%54.2%8.3%57.7%
Black B030020.7%4.8%1.2%2.9%
Hispanic or Latino B030021.1%9.5%1.5%7.3%
Asian B030027.8%9.8%1.6%6.4%
American Indian and Alaska Native B0300277.1%7.0%83.2%13.2%

Economy now FRED unemployment 4.3% in Sep 2026 (4.7% a year earlier); per capita personal income $80,510 in 2025, up 30% in five years (+4.6% after inflation); Unemployment rate: 6.7% in Sep 2016 to 4.3% in Sep 2026; low 3.9%, high 11.7% the state; Source: FRED, Federal Reserve Bank of St. Louis.

Data: IPUMS NHGIS (ACS 2020-2024 and the 2020 census); each figure links to its table for that area at data.census.gov. Records are placed by ZIP code and city name, not street address. More: everything FURP has in Census Tract 3, Bethel Census Area, Alaska.

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