AUMdb

Permian Basin Area Foundation

EIN 752295008 · 501(c)(3) · Public charity · Midland, TX · recognized 1994

Assets
$331M
Revenue
$43.7M
Expenses
$17.0M
Investment income
$22.7M

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Rbs Wealth Management, Llc CRD 336536 fuzzy_auto · 97% 12/31/2024
Wellsage Wealth Management Llc CRD 339550 fuzzy_auto · 93% 12/31/2024
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 12/31/2024
Mason Investment Advisory Services Inc CRD 111113 deterministic · 100% 12/31/2024

Highest-paid contractors

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

Contractor Services Compensation
Rbc Wealth Management Investment consultant and management services $792,039
Wells Fargo Wealth Management Investment consultant and management $224,356
Ubs Financial Services Inc Investment consultant and management services $221,998
Mason Investment Advisory Services Investment consultant and management services $137,717

Officers & directors

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

Name Title Compensation Other
Guy Mc Crary President and ceo $319,150 $33,179
Cyndi Vara Chief financial officer $204,377 $43,728
Jennifer Steadman Development officer $126,966 $23,054
Raymond Williams Grants officer $103,100 $20,880
Cari Whitaker Finance and accounting administrator $101,576 $33,452
Wesley Bownds Chair $0 $0
R Alan Hale Vice-chair $0 $0
Bryan Heflin Secretary - treasurer $0 $0
Todd Meade Past chair $0 $0
Mara Hobbs Director $0 $0
Andrew Semer Director $0 $0
Bethany Etheredge Director $0 $0
G E Peterson Director $0 $0
Madison Rose Director $0 $0
Reggie Baker Director $0 $0
Steve Barron Director $0 $0