AUMdb

Npt Charitable Asset Tr

EIN 277059768 · 501(c)(3) · Public charity · Jenkintown, PA · recognized 2011

Assets
$17.4M
Revenue
$927K
Expenses
$1.4M
Investment income
$832K

Form 990 fiscal year ended 06/30/2024

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
Eileen R Heisman Trustee, president $895,670 $44,325
Ellen M Mcguinn Former Treasurer thru 06/23/23 $237,495 $24,054
Andrea Rush Asst. secretary $236,557 $44,426
Debra Falk Secretary $226,487 $39,858
Jeremy Schwartz Asst. treasurer $193,794 $41,690
Andrea Katz Asst. treasurer (thru 6/25/24) $139,481 $35,924
Quinn Rowan Asst. secretary $86,712 $32,537
Christina Hack Treasurer (as of 11/1/23) $48,450 $2,111
Jeffrey Armbrister Trustee (as of 10/31/23) $0 $0
Suzanne Yoon Trustee, chair $0 $0
Kelly Williams Trustee (thru 2/28/24) $0 $0
David Wezdenko Trustee $0 $0
Manish Shah Trustee $0 $0
Paul Schreiber Trustee $0 $0
Diana Sands Trustee $0 $0
Eric Reeves Trustee $0 $0
Lisa Pattis Trustee $0 $0
Linda Myers Trustee $0 $0
Lindy Moreno Trustee (as of 10/31/23) $0 $0
Dirk Junge Trustee $0 $0
Stephen Hopkins Trustee $0 $0
Julius Green Trustee $0 $0
Connie Collingsworth Trustee (as of 10/31/23) $0 $0
Ann Dugan Trustee $0 $0
Joram Borenstein Trustee $0 $0