AUMdb

Project 58

EIN 812188516 · 501(c)(3) · Private foundation · Lexington, NC · recognized 2016

Assets
$2.1M
Revenue
$14.9K
Expenses
$269K
Investment income
$47.0K

Form 990 fiscal year ended 12/31/2024

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
Roy Morgan President $0 $0
Todd Bartlett Secretary $0 $0
Scott Van Eerden Treasurer $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2024 $2.1M $14.9K $269K 990 990PF · obj 202523259349100002 IRS ↗
12/31/2023 $2.3M $60.1K $789K 990 990PF · obj 202530159349100168 IRS ↗