AUMdb

Delphic Trust

EIN 136085147 · 501(c)(2) · Public charity · Cambridge, MA · recognized 1946

Assets
$1.7M
Revenue
$83.1K
Expenses
$126K
Investment income
$24.3K

Form 990 fiscal year ended 07/31/2025

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
Lief D Rosenblatt Trustee $0 $0
Sanjay Patel Trustee $0 $0
David Schwartz Trustee $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
07/31/2025 $1.7M $83.1K $126K 990 990 · obj 202503089349301200 IRS ↗
07/31/2024 $1.7M $112K $188K 990 990 · obj 202521639349301517 IRS ↗