AUMdb

Equity Trust Inc

EIN 061337421 · 501(c)(3) · Public charity · Amherst, MA · recognized 1997

Assets
$6.7M
Revenue
$450K
Expenses
$352K
Investment income
$40.0K

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
James Oldham Executive director $65,299 $6,457
Russ Fox Director $0 $0
Michael Wallace Director $0 $0
Scott Reed President $0 $0
Jody Bolluyt Vice president $0 $0
Daniel Rosenberg Treasurer $0 $0
Madeline Miller Clerk $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2024 $6.7M $450K $352K 990 990 · obj 202522179349300127 IRS ↗
12/31/2023 $6.6M $596K $382K 990 990 · obj 202522179349300727 IRS ↗