| 2025 | CASPER-ADAMS FOUNDATION | Investment Mgmt |
SAINT PETERSBURG, FL | $105,253 | view original ↗ |
| 2025 | THE LUDWIG AND NANCY STERNBERGER CHARITABLE FOUNDATION | Investment Mgmt |
TOWSON, MD | $68,637 | view original ↗ |
| 2025 | MAJIC VERMONT FOUNDATION | Investment Mgmt |
New Haven, CT | $62,769 | view original ↗ |
| 2025 | JOSEPH L SWEENEY CHARITABLE FOUNDATION | Custodial Fee |
Saint Petersburg, FL | $150 | view original ↗ |
| 2024 | MAX & VICTORIA DREYFUS FOUNDATION | INVESTMENT MGMT |
ST PETERSBURG, FL | $460,461 | view original ↗ |
| 2024 | CLAUDE MOORE CHARITABLE FOUNDATION | INVESTMENT ADVISOR |
LEESBURG, VA | $355,305 | view original ↗ |
| 2024 | LONGWOOD UNIVERSITY REAL ESTATE FOUNDATION | CONSULTING |
RICHMOND, VA | $200,000 | view original ↗ |
| 2024 | RYAN FAMILY FOUNDATION | INVESTMENT FEES |
PROVIDENCE, RI | $169,745 | view original ↗ |
| 2024 | LEXINGTON CEMETERY COMPANY | INVESTMENT MANAGEMENT |
LOUISVILLE, KY | $165,290 | view original ↗ |
| 2024 | DESTINA FOUNDATION INC | INVESTMENT ADVISORY FEE |
NEW HYDE PARK, NY | $148,518 | view original ↗ |
| 2024 | CASPER-ADAMS FOUNDATION | Investment Mgmt |
SAINT PETERSBURG, FL | $103,557 | view original ↗ |
| 2024 | CONNOLLY FAMILY FOUNDATION INC | Investment Mgmt |
ATLANTA, GA | $100,920 | view original ↗ |
| 2024 | ERGON FOUNDATION INC | INVESTMENT MANAGEMENT |
JACKSON, MS | $92,734 | view original ↗ |
| 2024 | THE LUDWIG AND NANCY STERNBERGER CHARITABLE FOUNDATION | Investment Mgmt |
TOWSON, MD | $69,319 | view original ↗ |
| 2024 | GEORGE H AND ESTELLE M SANDS FOUNDATION | invest mgmt |
SAINT PETERSBURG, FL | $69,102 | view original ↗ |
| 2024 | MCINTYRE CHARITABLE FOUNDATION | Investment Mgmt |
ATLANTA, GA | $61,026 | view original ↗ |
| 2024 | MAJIC VERMONT FOUNDATION | Investment Mgmt |
New Haven, CT | $60,007 | view original ↗ |
| 2024 | JOSEPH L SWEENEY CHARITABLE FOUNDATION | Custodial Fee |
Saint Petersburg, FL | $1,155 | view original ↗ |
| 2023 | MAX & VICTORIA DREYFUS FOUNDATION | INVESTMENT MGMT |
ST PETERSBURG, FL | $431,046 | view original ↗ |
| 2023 | MARION SENIOR SERVICES INC | FINANCIAL |
ST PETERBURG, FL | $340,000 | view original ↗ |
| 2023 | CLAUDE MOORE CHARITABLE FOUNDATION | INVESTMENT ADVISOR |
LEESBURG, VA | $331,877 | view original ↗ |
| 2023 | DESTINA FOUNDATION INC | INVESTMENT ADVISORY FEE |
NEW HYDE PARK, NY | $141,893 | view original ↗ |
| 2023 | HAWAII CARPENTERS HEALTH & WELFARE TRUST FUND | Investment Manager |
St Petersburg, FL | $120,653 | view original ↗ |
| 2023 | CASPER-ADAMS FOUNDATION | Investment mgmt |
TAMPA, FL | $105,721 | view original ↗ |
| 2023 | ERGON FOUNDATION INC | INVESTMENT MANAGEMENT |
JACKSON, MS | $81,746 | view original ↗ |
| 2023 | THE LUDWIG AND NANCY STERNBERGER CHARITABLE FOUNDATION | Investment MGMT |
TOWSON, MD | $65,997 | view original ↗ |
| 2023 | GEORGE H AND ESTELLE M SANDS FOUNDATION | invest mgmt |
SAINT PETERSBURG, FL | $63,089 | view original ↗ |
| 2023 | MCINTYRE CHARITABLE FOUNDATION | Investment MGMT |
ATLANTA, GA | $53,634 | view original ↗ |
| 2023 | MAJIC VERMONT FOUNDATION | INVESTMENT MGMT |
New Haven, CT | $53,170 | view original ↗ |
| 2022 | MAX & VICTORIA DREYFUS FOUNDATION | INVESTMENT MGMT. |
ST PETERSBURG, FL | $464,821 | view original ↗ |
| 2022 | CLAUDE MOORE CHARITABLE FOUNDATION | INVESTMENT ADVISOR |
LEESBURG, VA | $423,130 | view original ↗ |
| 2022 | DESTINA FOUNDATION INC | INVESTMENT ADVISORY FEE |
NEW HYDE PARK, NY | $139,017 | view original ↗ |
| 2022 | HAWAII CARPENTERS HEALTH & WELFARE TRUST FUND | INVESTMENT MANAGER |
JUPITER, FL | $120,653 | view original ↗ |
| 2022 | ERGON FOUNDATION INC | INVESTMENT MANAGEMENT |
JACKSON, MS | $70,733 | view original ↗ |
| 2022 | THE LUDWIG AND NANCY STERNBERGER CHARITABLE FOUNDATION | Investment Managemen |
New Haven, CT | $70,383 | view original ↗ |
| 2022 | GEORGE H AND ESTELLE M SANDS FOUNDATION | invest mgmt |
SAINT PETERSBURG, FL | $69,750 | view original ↗ |
| 2022 | MAJIC VERMONT FOUNDATION | Investment Managemen |
PRINCETON, NJ | $56,225 | view original ↗ |
| 2022 | MCINTYRE CHARITABLE FOUNDATION | Investment MGMT |
ATLANTA, GA | $50,330 | view original ↗ |
| 2021 | MAX & VICTORIA DREYFUS FOUNDATION | INVESTMENT MGMT. |
ST PETERSBURG, FL | $521,785 | view original ↗ |
| 2021 | HAWAII CARPENTERS VACATION AND HOLIDAY FUND | FINANCIAL CONSULTANT |
JUPITER, FL | $128,792 | view original ↗ |
| 2021 | HAWAII CARPENTERS HEALTH & WELFARE TRUST FUND | INVESTMENT MANAGER |
JUPITER, FL | $123,790 | view original ↗ |
| 2021 | ERGON FOUNDATION INC | INVESTMENT MANAGEMENT |
JACKSON, MS | $80,519 | view original ↗ |
| 2021 | GEORGE H AND ESTELLE M SANDS FOUNDATION | invest mgmt |
SAINT PETERSBURG, FL | $79,064 | view original ↗ |
| 2021 | THE LUDWIG AND NANCY STERNBERGER CHARITABLE FOUNDATION | Investment MGMT |
TOWSON, MD | $76,707 | view original ↗ |
| 2021 | MAJIC VERMONT FOUNDATION | Investment MGMT |
PRINCETON, NJ | $60,646 | view original ↗ |
| 2020 | MAX & VICTORIA DREYFUS FOUNDATION | INVESTMENT MGMT. |
ST PETERSBURG, FL | $437,053 | view original ↗ |
| 2020 | RICHMOND COUNTY HOSPICE INC | LOAN SERVICING |
| $175,188 | view original ↗ |
| 2020 | HAWAII CARPENTERS HEALTH & WELFARE TRUST FUND | INVESTMENT MANAGER |
ST PETERSBURG, FL | $128,652 | view original ↗ |
| 2020 | MAJIC VERMONT FOUNDATION | Investment MGMT |
New Haven, CT | $75,232 | view original ↗ |
| 2020 | THE LUDWIG AND NANCY STERNBERGER CHARITABLE FOUNDATION | Investment MGMT |
TOWNSON, MD | $68,731 | view original ↗ |
| 2020 | ERGON FOUNDATION INC | INVESTMENT MANAGEMENT |
JACKSON, MS | $68,480 | view original ↗ |
| 2020 | GEORGE H AND ESTELLE M SANDS FOUNDATION | invest mgmt |
SAINT PETERSBURG, FL | $66,771 | view original ↗ |
| 2020 | THE MELVIN AND VIRGINIA HUTSON FOUNDATION | FINANCIAL ADVIS |
ST PETERSBURG, FL | $65,363 | view original ↗ |
| 2019 | MAX & VICTORIA DREYFUS FOUNDATION | INVESTMENT MGMT. |
ST PETERSBURG, FL | $455,729 | view original ↗ |
| 2019 | HAWAII CARPENTERS HEALTH & WELFARE TRUST FUND | INVESTMENT MANAGER |
HONOLULU, HI | $184,693 | view original ↗ |
| 2019 | MICKY ELLIOTT FAMILY FOUNDATION | INVESTMENT FEES |
LUFKIN, TX | $85,271 | view original ↗ |
| 2019 | THE MELVIN AND VIRGINIA HUTSON FOUNDATION | FINANCIAL ADVIS |
ST PETERSBURG, FL | $67,778 | view original ↗ |
| 2019 | THE LUDWIG AND NANCY STERNBERGER CHARITABLE FOUNDATION | Investment Mgmt |
TOWNSON, MD | $67,456 | view original ↗ |
| 2019 | ERGON FOUNDATION INC | INVESTMENT MANAGEMENT |
JACKSON, MS | $58,621 | view original ↗ |
| 2018 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION | INVESTMENT BROKER |
SAINT PETERSBURG, FL | $199,615 | view original ↗ |
| 2018 | HAWAII CARPENTERS HEALTH & WELFARE TRUST FUND | INVESTMENT MANAGER |
HONOLULU, HI | $175,493 | view original ↗ |
| 2018 | MICKY ELLIOTT FAMILY FOUNDATION | INVESTMENT FEES |
LUFKIN, TX | $87,458 | view original ↗ |
| 2018 | THE LUDWIG AND NANCY STERNBERGER CHARITABLE FOUNDATION | Investment Mgmt |
TOWNSON, MD | $68,015 | view original ↗ |
| 2018 | THE MELVIN AND VIRGINIA HUTSON FOUNDATION | FINANCIAL ADVIS |
ST PETERSBURG, FL | $67,362 | view original ↗ |
| 2018 | ERGON FOUNDATION INC | INVESTMENT MANAGEMENT |
JACKSON, MS | $53,252 | view original ↗ |
| 2017 | HAWAII CARPENTERS HEALTH & WELFARE TRUST FUND | Investment management |
Honolulu, HI | $184,226 | view original ↗ |
| 2017 | THE MELVIN AND VIRGINIA HUTSON FOUNDATION | FINANCIAL ADVIS |
ST PETERSBURG, FL | $65,261 | view original ↗ |
| 2017 | THE LUDWIG AND NANCY STERNBERGER CHARITABLE FOUNDATION | Investment mgt |
TOWSON, MD | $55,517 | view original ↗ |
| 2016 | THE MELVIN AND VIRGINIA HUTSON FOUNDATION | FINANCIAL ADVIS |
ST PETERSBURG, FL | $63,335 | view original ↗ |
| 2015 | FOUNDATION FOR INDIANA UNIVERSITY OF PENNSYLVANIA | REMARKETING AND FINANCING |
MEMPHIS, TN | $324,781 | view original ↗ |
| 2015 | UPMC | financial advisors |
St Petersburg, FL | $315,091 | view original ↗ |
| 2015 | MICHAEL MALOTZ SKILLED NURSING PAVILION | BROKERS FEE |
NEW YORK, NY | $241,194 | view original ↗ |
| 2015 | GREATER ATLANTA CHRISTIAN FOUNDATION INC | INVESTMENT ADVISORS |
ST PETERSBURG, FL | $130,547 | view original ↗ |
| 2015 | THE MELVIN AND VIRGINIA HUTSON FOUNDATION | FINANCIAL ADVIS |
ST PETERSBURG, FL | $62,719 | view original ↗ |
| 2014 | THOMAS M COOLEY LAW SCHOOL | FINANCIAL ADVISOR FOR BOND ISSUE |
NEW YORK, NY | $406,325 | view original ↗ |
| 2014 | GREATER ATLANTA CHRISTIAN FOUNDATION INC | INVESTMENT ADVISORS |
ST PETERSBURG, FL | $127,562 | view original ↗ |
| 2014 | THE MELVIN AND VIRGINIA HUTSON FOUNDATION | FINANCIAL ADV |
ST PETERSBURG, FL | $62,970 | view original ↗ |
| 2013 | GREATER ATLANTA CHRISTIAN FOUNDATION INC | INVESTMENT ADVISORS |
| $130,049 | view original ↗ |
| 2013 | THE MELVIN AND VIRGINIA HUTSON FOUNDATION | FINANCIAL ADV |
ST PETERSBURG | $59,874 | view original ↗ |
| 2013 | HALL-PERRINE FOUNDATION | INVESTMENT MGMT. FEES |
CEDAR RAPIDS | $57,134 | view original ↗ |
| 2012 | GREATER ATLANTA CHRISTIAN FOUNDATION INC | INVESTMENT ADVISORS |
ST PETERSBURG, FL | $120,305 | view original ↗ |