Donor Advised Charitable Giving
EIN 311640316 · 501(c)(3) · Public charity · Lone Tree, CO · recognized 1999
- Assets
- $41.1B
- Revenue
- $9.7B
- Expenses
- $6.7B
- Investment income
- $348M
Form 990 fiscal year ended 06/30/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
| Firm | Match | Period |
|---|---|---|
| Natural Investments Pbllc CRD 113348 | deterministic · 100% | 06/30/2024 |
| Basswood Capital Management, L.L.C. CRD 138032 | fuzzy_auto · 98% | 06/30/2024 |
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 06/30/2024 |
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Charles Schwab & Co | Brokerage & admin services | $7,893,693 |
| Natural Investments Llc | Asset management | $2,107,152 |
| Graystone Consulting Ltd Morgan Stanley | Asset management | $2,037,743 |
| Basswood Capital Management Llc | Asset management | $1,629,119 |
| Cerity Partners | Asset management | $886,123 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Samuel W Kang | President | $696,337 | $218,504 |
| Frederick K Kaynor | Md-bus dev, mktg & strat partner | $475,126 | $118,504 |
| Michael Maestas | Md-invest oversight & due diligence | $425,213 | $118,504 |
| Douglas Campbell | Md-strategy, offer mgmt & analysis | $411,135 | $118,504 |
| Stephanie Queisert | Md-chief financial officer | $393,731 | $98,504 |
| Bryan Gregston | Director | $333,433 | $98,504 |
| Caleb Lund | Director | $332,774 | $63,504 |
| Lori Kirkland | Director (thru 1/2024) | $317,686 | $68,504 |
| Anthony Matthews | Director | $297,425 | $68,504 |
| Julia Reed | Director | $283,705 | $68,504 |
| Lorrie Branson | Asst. corp. secretary | $229,176 | $53,504 |
| Una Osili | Director | $0 | $0 |
| Rick Wurster | Board chair as of 7/2023 | $0 | $0 |
| Loretta Doon | Director | $0 | $0 |
| Kristopher Tate | Corporate secretary | $0 | $0 |
| Paul Talbot | Asst. corp. secretary | $0 | $0 |
| Linda B Segre | Director | $0 | $0 |
| Gregory Avis | Director | $0 | $0 |
| Dan Kingsley | Director | $0 | $0 |
| Bill Brownell | Director | $0 | $0 |
| Anne Casscells | Director | $0 | $0 |