AUMdb

The Greenwich Hospital Endowment Fund

EIN 061526642 · 501(c)(3) · Public charity · Greenwich, CT · recognized 1998

Assets
$138M
Revenue
$10.7M
Expenses
$11.6M
Investment income
$5.2M

Form 990 fiscal year ended 09/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Monticello Associates, Llc CRD 107392 deterministic · 100% 09/30/2024

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Monticello Associates Investment management $143,750

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Peter Dapuzzo Trustee $0 $0
Hannah Strasser Trustee $0 $0
Greg Martinez Trustee $0 $0
Anne Juge Trustee, treasurer & secretary $0 $0
Arthur Martinez Trustee, president & chair $0 $0
Michael Angelini Trustee $0 $0
Rob Berkley Trustee $0 $0