AUMdb

Georgetown Heritage

EIN 300830983 · 501(c)(3) · Public charity · Washington, DC · recognized 2015

Assets
$2.3M
Revenue
$932K
Expenses
$880K
Investment income
$34.8K

Form 990 fiscal year ended 09/30/2024

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
Jason Zogg Director of planning $142,043 $0
Samuel Carnegie Program manager $125,145 $0
William Moroney Director $0 $0
William Freyvogel Director $0 $0
John Girouard Treasurer $0 $0
Jennifer Altemus Romm Chair $0 $0
Joe Sternlieb Secretary $0 $0
Brooke Stroud Vice chair $0 $0