AUMdb

Patricia And Mark Joseph Shelter Foundation Inc

EIN 521738992 · 501(c)(3) · Public charity · Baltimore, MD · recognized 1990

Assets
$47.1M
Revenue
$5.5M
Expenses
$5.2M
Investment income
$1.6M

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Rbs Wealth Management, Llc CRD 336536 fuzzy_auto · 97% 12/31/2024

Highest-paid contractors

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

Contractor Services Compensation
Enterprise Residential Llc Management fee $244,184
Rbc Wealth Management Asset management fee $117,605

Officers & directors

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

Name Title Compensation Other
Tracey R Tizard Assistant secretary $43,466 $0
Patricia H Joseph Chairperson $0 $0
Jessica K Joseph Vice-president $0 $0
Cara S Weiman Vice-president $0 $0
Robert C Embry Jr Secretary $0 $0
Patricia P Baum Director $0 $0
Jonathan D Eisner Director $0 $0
Shale D Stiller Director $0 $0
Mark K Joseph President/treasurer $0 $0