| 2025 | MARISA MARTINI PRIVATE FOUNDATION INC | investment mgmt |
NEW YORK, NY | $88,255 | view original ↗ |
| 2025 | TOM AND MEG NAMES FAMILY FOUNDATION | INVESTMENT ADVISORY |
NEW YORK, NY | $79,888 | view original ↗ |
| 2024 | THE RALPH C WILSON JR FOUNDATION | ADVISORY SERVICES AND INVESTMENT MANAGEMENT |
New York, NY | $801,711 | view original ↗ |
| 2024 | MICHIGAN ELECTRICAL EMPLOYEES INSURANCE FUND | CUSTODIAN |
Birmingham, MI | $282,526 | view original ↗ |
| 2024 | SEAFARERS INTERNATIONAL UNION OF NORTH AMERICA | INVESTMENT MANAGEMENT |
NEW YORK, NY | $203,789 | view original ↗ |
| 2024 | UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND | INVESTMENT MANAGEMENT FEES |
PURCHASE, NY | $180,000 | view original ↗ |
| 2024 | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS-126 HEALTH & WE | INVESTMENT EXPENSES |
NEW YORK, NY | $176,262 | view original ↗ |
| 2024 | SYLVAN C HERMAN FOUNDATION INC | INVESTMENT MANAGEMENT FEES |
BETHESDA, MD | $167,047 | view original ↗ |
| 2024 | UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRU | INVESTMENT MANAGER |
PURCHASE, NY | $123,145 | view original ↗ |
| 2024 | IBEW-363 LABOR WELFARE FUND | INVESTMENT MANAGER |
NEW YORK, NY | $120,510 | view original ↗ |
| 2024 | MITSUBISHI ELECTRIC AMERICA FOUNDATION | INVESTMENT MANAGEMENT FEES |
NEW YORK, NY | $114,722 | view original ↗ |
| 2024 | SHEET METAL WORKERS LOCAL UNION NO 80 INSURANCE TRUST FUND | INVESTMENT MGMT FE |
BIRMINGHAM, MI | $112,978 | view original ↗ |
| 2024 | KRAMER FAM FOUNDATION | INVESTMENT SERVICES |
NEW YORK, NY | $103,818 | view original ↗ |
| 2024 | SOPHIA AND WILLIAM CASEY FOUNDATION | ASSET MANAGEMENT |
NEW YORK, NY | $88,338 | view original ↗ |
| 2024 | TOM AND MEG NAMES FAMILY FOUNDATION | INVESTMENT ADVISORY |
NEW YORK, NY | $87,073 | view original ↗ |
| 2024 | ALFRED W AND NANCY M JONES FOUNDATION | INVESTMENT MGT |
NEW YORK, NY | $64,419 | view original ↗ |
| 2024 | MARISA MARTINI PRIVATE FOUNDATION INC | investment mgmt |
NEW YORK, NY | $55,645 | view original ↗ |
| 2023 | THE RALPH C WILSON JR FOUNDATION | ADVISORY SERVICES AND INVESTMENT MANAGEMENT |
NEW YORK, NY | $1,257,712 | view original ↗ |
| 2023 | MICHIGAN ELECTRICAL EMPLOYEES INSURANCE FUND | CUSTODIAN |
Birmingham, MI | $468,472 | view original ↗ |
| 2023 | JOHN S DUNN FOUNDATION | Investment management |
New York, NY | $240,160 | view original ↗ |
| 2023 | SYLVAN C HERMAN FOUNDATION INC | INVESTMENT MANAGEMENT FEES |
BETHESDA, MD | $197,497 | view original ↗ |
| 2023 | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS-126 HEALTH & WE | INVESTMENT EXPENSES |
NEW YORK, NY | $195,865 | view original ↗ |
| 2023 | SEAFARERS INTERNATIONAL UNION OF NORTH AMERICA | INVESTMENT MANAGEMENT |
NEW YORK, NY | $181,901 | view original ↗ |
| 2023 | UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND | INVESTMENT MANAGEMENT FEES |
PURCHASE, NY | $165,000 | view original ↗ |
| 2023 | UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRU | INVESTMENT MANAGER |
PURCHASE, NY | $110,084 | view original ↗ |
| 2023 | MITSUBISHI ELECTRIC AMERICA FOUNDATION | INVESTMENT MANAGEMENT FEES |
NEW YORK, NY | $106,533 | view original ↗ |
| 2023 | KRAMER FAM FOUNDATION | INVESTMENT SERVICES |
NEW YORK, NY | $87,207 | view original ↗ |
| 2023 | TOM AND MEG NAMES FAMILY FOUNDATION | INVESTMENT ADVISORY |
NEW YORK, NY | $86,074 | view original ↗ |
| 2023 | ALFRED W AND NANCY M JONES FOUNDATION | INVESTMENT MGT |
NEW YORK, NY | $65,986 | view original ↗ |
| 2023 | SOPHIA AND WILLIAM CASEY FOUNDATION | ASSET MANAGEMENT |
NEW YORK, NY | $64,659 | view original ↗ |
| 2022 | THE RALPH C WILSON JR FOUNDATION | ADVISORY SERVICES AND INVESTMENT MANAGEMENT |
NEW YORK, NY | $538,779 | view original ↗ |
| 2022 | JOHN S DUNN FOUNDATION | Investment management |
New York, NY | $288,638 | view original ↗ |
| 2022 | MICHIGAN ELECTRICAL EMPLOYEES INSURANCE FUND | CUSTODIAN |
BIRMINGHAM, MI | $284,847 | view original ↗ |
| 2022 | UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND | INVESTMENT MANAGEMENT FEES |
PURCHASE, NY | $192,500 | view original ↗ |
| 2022 | SEAFARERS INTERNATIONAL UNION OF NORTH AMERICA | INVESTMENT MANAGEMENT |
NEW YORK, NY | $178,396 | view original ↗ |
| 2022 | CARAMOOR CENTER FOR MUSIC & THE ARTS INC | Investment management fees |
New York, NY | $158,178 | view original ↗ |
| 2022 | UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRU | INVESTMENT MANAGER |
PURCHASE, NY | $117,122 | view original ↗ |
| 2022 | MITSUBISHI ELECTRIC AMERICA FOUNDATION | INVESTMENT MANAGEMENT FEES |
NEW YORK, NY | $105,388 | view original ↗ |
| 2022 | TOM AND MEG NAMES FAMILY FOUNDATION | INVESTMENT ADVISORY |
NEW YORK, NY | $93,324 | view original ↗ |
| 2022 | KRAMER FAM FOUNDATION | INVESTMENT SERVICES |
NEW YORK, NY | $91,986 | view original ↗ |
| 2022 | RAYMOND AND BARBARA ALPERT FOUNDATION | Invt Mgmt |
LOS ANGELES, CA | $70,067 | view original ↗ |
| 2022 | ALFRED W AND NANCY M JONES FOUNDATION | TRUSTEE/AGENCY FEES |
NEW YORK, NY | $66,321 | view original ↗ |
| 2021 | THE RALPH C WILSON JR FOUNDATION | ADVISORY SERVICES AND INVESTMENT MANAGEMENT |
NEW YORK, NY | $1,146,659 | view original ↗ |
| 2021 | JOHN S DUNN FOUNDATION | Investment management |
New York, NY | $400,158 | view original ↗ |
| 2021 | MICHIGAN ELECTRICAL EMPLOYEES INSURANCE FUND | CUSTODIAN |
BIRMINGHAM, MI | $292,916 | view original ↗ |
| 2021 | SEAFARERS INTERNATIONAL UNION OF NORTH AMERICA | INVESTMENT MANAGEMENT |
NEW YORK, NY | $171,471 | view original ↗ |
| 2021 | CARAMOOR CENTER FOR MUSIC & THE ARTS INC | Investment management fees |
New York, NY | $155,392 | view original ↗ |
| 2021 | UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRU | INVESTMENT MANAGER |
PURCHASE, NY | $126,706 | view original ↗ |
| 2021 | MITSUBISHI ELECTRIC AMERICA FOUNDATION | INVESTMENT MANAGEMENT FEES |
NEW YORK, NY | $112,841 | view original ↗ |
| 2021 | UNIVERSITY CIRCLE INCORPORATED | INVESTMENT MANAGEMENT FEES |
PURCHASE, NY | $100,409 | view original ↗ |
| 2021 | TOM AND MEG NAMES FAMILY FOUNDATION | INVESTMENT ADVISORY |
NEW YORK, NY | $99,303 | view original ↗ |
| 2021 | KRAMER FAM FOUNDATION | INVESTMENT SERVICES |
NEW YORK, NY | $93,815 | view original ↗ |
| 2021 | RAYMOND AND BARBARA ALPERT FOUNDATION | Invt Mgmt |
LOS ANGELES, CA | $73,982 | view original ↗ |
| 2021 | SAUL FOUNDATION FOR PROGRESS INC | INVESTMENT CUSTODIAN SERVICES |
NEW YORK, NY | $50,443 | view original ↗ |
| 2020 | THE RALPH C WILSON JR FOUNDATION | ADVISORY SERVICES AND INVESTMENT MANAGEMENT |
NEW YORK, NY | $1,042,809 | view original ↗ |
| 2020 | MICHIGAN ELECTRICAL EMPLOYEES INSURANCE FUND | CUSTODIAN |
BIRMINGHAM, MI | $281,242 | view original ↗ |
| 2020 | JOHN S DUNN FOUNDATION | Investment management |
New York, NY | $247,449 | view original ↗ |
| 2020 | SEAFARERS INTERNATIONAL UNION OF NORTH AMERICA | INVESTMENT MANAGEMENT |
NEW YORK, NY | $142,414 | view original ↗ |
| 2020 | UNIVERSITY CIRCLE INCORPORATED | INVESTMENT MANAGEMENT FEES |
PURCHASE, NY | $101,711 | view original ↗ |
| 2020 | MITSUBISHI ELECTRIC AMERICA FOUNDATION | INVESTMENT MANAGEMENT FEES |
NEW YORK, NY | $96,084 | view original ↗ |
| 2020 | TOM AND MEG NAMES FAMILY FOUNDATION | INVESTMENT ADVISORY |
NEW YORK, NY | $86,295 | view original ↗ |
| 2020 | RAYMOND AND BARBARA ALPERT FOUNDATION | Invt Mgmt |
LOS ANGELES, CA | $57,190 | view original ↗ |
| 2019 | MICHIGAN ELECTRICAL EMPLOYEES INSURANCE FUND | CUSTODIAN |
BIRMINGHAM, MI | $248,762 | view original ↗ |
| 2019 | MITSUBISHI ELECTRIC AMERICA FOUNDATION | INVESTMENT MANAGEMENT FEES |
NEW YORK, NY | $94,698 | view original ↗ |
| 2019 | TOM AND MEG NAMES FAMILY FOUNDATION | INVESTMENT ADVISORY |
NEW YORK, NY | $64,078 | view original ↗ |
| 2018 | MICHIGAN ELECTRICAL EMPLOYEES INSURANCE FUND | CUSTODIAN |
BIRMINGHAM, MI | $255,477 | view original ↗ |
| 2018 | UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND | INVESTMENT MANAGEMENT FEES |
BIRMINGHAM, MI | $161,653 | view original ↗ |
| 2017 | MICHIGAN ELECTRICAL EMPLOYEES INSURANCE FUND | CUSTODIAN |
BIRMINGHAM, MI | $236,253 | view original ↗ |
| 2017 | UAW RETIREES OF MACK TRUCKS HEALTH BENEFIT FUND | INVESTMENT MANAGEMENT FEES |
BIRMINGHAM, MI | $165,000 | view original ↗ |
| 2017 | LABOERS INTERNATIONAL UNION OF NORTH AMERICA | INVESTMENT SERVICES |
| $112,961 | view original ↗ |
| 2017 | JOHN E AND MARGARET L LANE FOUNDATION | INVESTMENT ADVISOR |
COLORADO SPRINGS, CO | $28,031 | view original ↗ |
| 2016 | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS | INVESTMENT MANAGEMENT |
NEW JERSEY, NY | $315,833 | view original ↗ |
| 2016 | MICHIGAN ELECTRICAL EMPLOYEES INSURANCE FUND | CUSTODIAN |
BIRMINGHAM, MI | $239,860 | view original ↗ |
| 2016 | SAN ANTONIO CANCER FOUNDATION | INVESTMENT FEES |
NEW YORK, NY | $179,484 | view original ↗ |
| 2016 | LABOERS INTERNATIONAL UNION OF NORTH AMERICA | INVESTMENT SERVICES |
| $108,747 | view original ↗ |
| 2016 | JOHN E AND MARGARET L LANE FOUNDATION | INVESTMENT ADVISOR |
COLORADO SPRINGS, CO | $59,747 | view original ↗ |
| 2016 | GERALD J & DOROTHY R FRIEDMAN | INVESTMENT ADVISOR |
PARAMUS, NJ | $59,528 | view original ↗ |
| 2015 | MICHIGAN ELECTRICAL EMPLOYEES INSURANCE FUND | CUSTODIAN |
BIRMINGHAM, MI | $242,418 | view original ↗ |
| 2015 | JIM AND SHIRLEY YOUNG FAMILY FOUNDATION | Investment Mgmt |
OMAHA, NE | $111,979 | view original ↗ |
| 2015 | JOHN E AND MARGARET L LANE FOUNDATION | INVESTMENT ADVISOR |
COLORADO SPRINGS, CO | $64,700 | view original ↗ |
| 2015 | GERALD J & DOROTHY R FRIEDMAN | INVESTMENT ADVISOR |
PARAMUS, NJ | $51,617 | view original ↗ |
| 2014 | SAN ANTONIO CANCER FOUNDATION | INVESTMENT FEES |
NEW YORK, NY | $243,672 | view original ↗ |
| 2014 | BUILDING TRADES WELFARE BENEFIT FUND | INVESTMENT ADVISOR |
PITTSFORD, NY | $113,025 | view original ↗ |
| 2014 | JIM AND SHIRLEY YOUNG FAMILY FOUNDATION | Investment Mgt |
OMAHA, NE | $91,530 | view original ↗ |
| 2014 | THE BOHEN FOUNDATION CO | INVESTMENT MGMT |
NEW YORK, NY | $64,639 | view original ↗ |
| 2014 | JOHN E AND MARGARET L LANE FOUNDATION | INVESTMENT ADVISOR |
COLORADO SPRINGS, CO | $61,325 | view original ↗ |
| 2014 | GERALD J & DOROTHY R FRIEDMAN | INVESTMENT ADVISOR |
PARAMUS, NJ | $57,002 | view original ↗ |
| 2013 | SAN ANTONIO CANCER FOUNDATION | INVESTMENT FEES |
| $224,389 | view original ↗ |
| 2013 | THE BOHEN FOUNDATION CO | INVESTMENT MGMT |
NEW YORK | $66,670 | view original ↗ |
| 2013 | JOHN E AND MARGARET L LANE FOUNDATION | INVESTMENT ADVISOR |
COLORADO SPRINGS | $65,456 | view original ↗ |
| 2012 | ST LUKE'S HEALTH SYSTEM FOUNDATION | Investment Services |
HOUSTON, TX | $345,000 | view original ↗ |
| 2012 | SAN ANTONIO CANCER FOUNDATION | INVESTMENT FEES |
NEW YORK, NY | $216,756 | view original ↗ |
| 2012 | HASTINGS COLLEGE | Financial Services |
OMAHA, NE | $119,084 | view original ↗ |
| 2011 | ST LUKE'S HEALTH SYSTEM FOUNDATION | Investment Services |
HOUSTON, TX | $345,000 | view original ↗ |
| 2011 | SAN ANTONIO CANCER FOUNDATION | INVESTMENT FEES |
NEW YORK, NY | $184,749 | view original ↗ |
| 2011 | HASTINGS COLLEGE | Financial Services |
OMAHA, NE | $113,216 | view original ↗ |
| 2010 | SAN ANTONIO CANCER FOUNDATION | INVESTMENT FEES |
NEW YORK, NY | $204,136 | view original ↗ |
| 2009 | UNIDOS INVESTMENT FUND INC | investment advisory fees |
Washington, DC | $212,883 | view original ↗ |
| 2009 | SAN ANTONIO CANCER FOUNDATION | INVESTMENT FEES |
NEW YORK, NY | $200,421 | view original ↗ |