AUMdb

Center Of Excellence Properties Fund

EIN 261302567 · 501(c)(3) · Public charity · Park City, UT · recognized 2007

Assets
$16.1M
Revenue
$2.3M
Expenses
$2.2M
Investment income
$57.3K

Form 990 fiscal year ended 04/30/2024

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
Sophie Goldschmidt Ceo $934,957 $26,947
Brooke Mc Affee Cfo/ secretary-treasurer $350,283 $8,458
Kipp Nelson Board chair $0 $0
Steve Strandberg Vice chair $0 $0