AUMdb

Iona Mcgregor Retiree Ins Tr Fund

EIN 146325156 · 501(c)(9) · Public charity · Fort Myers, FL · recognized 2009

Assets
$17.8M
Revenue
$1.0M
Expenses
$539K
Investment income
$381K

Form 990 fiscal year ended 09/30/2024

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
Khalid Aquil Chair $197,699 $0
Mark Winzenread Secretary $188,236 $0
Michael Porter Trustee $151,869 $0
Brian Tansey Trustee $141,963 $0
Joshua Wright Vice chair $137,268 $0