AUMdb

New Leaf Society

EIN 261560297 · 501(c)(3) · Public charity · Burlington, NC · recognized 2008

Assets
$459K
Revenue
$220K
Expenses
$211K
Investment income
$15.3K

Form 990 fiscal year ended 06/30/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

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

None reported.

Officers & directors

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

Name Title Compensation Other
Kelly Allen Board member $0 $0
Teresa Chandler Board member $0 $0
David Cheek Board member $0 $0
Mark Danieley Board member $0 $0
Julie Dixon Green Board member $0 $0
Trip Durham Board member $0 $0
David Foy Board member $0 $0
Laine Francis Board member $0 $0
Denise Gant Board member $0 $0
Tracey Grayzer Board member $0 $0
Ellen Greeson Board member $0 $0
Elizabeth Hood Board member $0 $0
Sam Hunt Iv Board member $0 $0
Allen Gant Jr Board chair $0 $0
Gade Lander Vice preside $0 $0
Janet Latham Board member $0 $0
Kelly May President $0 $0
Lisa Mcdaniel Secretary $0 $0
Tom Mcgowen Treasurer $0 $0
Julie Myers Board member $0 $0
Jill Plunkett Board member $0 $0
Matt Roberts Board member $0 $0
Emily Robinson Board member $0 $0
Dick Shirley Board member $0 $0
Ronnie Wall Board member $0 $0
Ray Womack Board member $0 $0