AUMdb

Unidel Foundation Inc

EIN 516015046 · 501(c)(3) · Public charity · Greenville, DE · recognized 1940

Assets
$485M
Revenue
$43.6M
Expenses
$18.6M
Investment income
$43.6M

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Eagle Capital Management, Llc CRD 110177 deterministic · 100% 12/31/2024
Fund Evaluation Group, Llc CRD 121658 deterministic · 100% 12/31/2024

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Eagle Capital Management Llc Investment management $1,504,624
Fund Evaluation Group Investment advisory $180,000

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Margaret Bottorff Secretary-treasurer $122,906 $0
Richard L Sutton Esq President $0 $0
Andrew Mck Jefferson Esq Vice president $0 $0
William M Lafferty Esq Trustee $0 $0
Maryellen Noreika Trustee $0 $0
Ann C Rose Trustee $0 $0