AUMdb

The Meg And Bennett Goodman Family Foundation

EIN 311702105 · 501(c)(3) · Public charity · Jenkintown, PA · recognized 2000

Assets
$73.7M
Revenue
$11.2M
Expenses
$2.7M
Investment income
$5.9M

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Shade Tree Advisors Llc CRD 289905 deterministic · 100% 06/30/2024

Highest-paid contractors

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

Contractor Services Compensation
Shade Tree Advisors Investment advisor $399,115

Officers & directors

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

Name Title Compensation Other
Ellen M Mcguinn Former treasurer (thru 6/23/23) $237,495 $24,054
Andrea C Rush Asst secretary $236,557 $44,426
Debra Falk Secretary $226,487 $39,858
Jeremy Schwartz Asst treasurer (as of 11/6/23) $193,794 $41,690
Andrea Katz Asst treasurer (thru 06/25/24) $139,481 $35,924
Quinn Rowan Asst secretary $86,712 $32,537
Christina Hack Treasurer (as of 12/1/23) $48,450 $2,111
Bennett Goodman Director, president $0 $0
Dirk Junge Director $0 $0
Cecilia Mendez Hodes Director $0 $0