AUMdb

Cape Cod Foundation Inc

EIN 510140462 · 501(c)(3) · Public charity · South Yarmouth, MA · recognized 1995

Assets
$104M
Revenue
$11.2M
Expenses
$8.9M
Investment income
$5.1M

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 12/31/2024

Highest-paid contractors

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

Contractor Services Compensation
Bank Of America Investment $167,355
Morgan Stanley Investment $104,707

Officers & directors

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

Name Title Compensation Other
Kristin O'malley President an $230,097 $7,116
Dara Gannon Vp of progra $112,827 $3,494
Patricia Meservey Chair $0 $0
Lisa Sherman Vice chair $0 $0
Mark Quinn Treasurer $0 $0
Lisa Oliver Clerk $0 $0
Ramani Ayer Immediate pa $0 $0
Craig Boyce Director $0 $0
Matt Cronin Director $0 $0
Diana Lam Director $0 $0
James Morton Director $0 $0
Sara Lou Sherman Director $0 $0
Michael Stack Director $0 $0
Janet Taylor Director $0 $0
William Trachsel Director $0 $0