AUMdb

Data For Betterment Foundation

EIN 810895589 · 501(c)(3) · Private foundation · Mt Pleasant, SC · recognized 2016

Assets
$912K
Revenue
$257K
Expenses
$38.4K
Investment income
$15.8K

Form 990 fiscal year ended 06/30/2025

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
Maribel Lopez Trustee $0 $0