AUMdb

Education Foundation Scholarship Endowment Trust

EIN 566094839 · 501(c)(3) · Public charity · Chapel Hill, NC · recognized 1968

Assets
$423M
Revenue
$23.4M
Expenses
$15.2M
Investment income
$16.6M

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
John Montgomery Executive director $649,327 $36,024
Ken Mack Senior asssociate executiv $322,280 $35,344
Diane Aldridge Cfo & general counsel $263,040 $31,877
Matt Terrell Chief strategy & communica $240,279 $29,892
Emily Coble Senior director of finance $118,205 $22,521
Ken Williams Investment committee membe $0 $0
Tom Chewning Investment committee membe $0 $0
Lowry Caudill Investment committee membe $0 $0
Dwight Stone Investment committee membe $0 $0
Frank Brenner Investment committee membe $0 $0