AUMdb

The Grail

EIN 316008551 · 501(c)(3) · Public charity · Loveland, OH · recognized 2003

Assets
$12.7M
Revenue
$4.3M
Expenses
$787K
Investment income
$4.1M

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
Terrie Puckett Director $84,615 $9,061
Cynthia Bernadez Trustee $0 $0
Judith Brown Leigh Secretary $0 $0
Rachel Hershberger Trustee $0 $0
Sonia Jacquez President $0 $0
Masengu Tina Kalala Int council $0 $0
Megan Monteleone Morrison Trustee $0 $0
Sharon Wood Co-treasurer $0 $0