AUMdb

Heritage Society

EIN 741444232 · 501(c)(3) · Public charity · Houston, TX · recognized 1956

Assets
$2.0M
Revenue
$216K
Expenses
$367K
Investment income
$19.6K

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
Alison Bell Executive director $77,510 $0
Belinda Woo Finance director $22,432 $0
Donald R Williams Director $0 $0
Martha Whiting Goddard Director $0 $0
Rives T Taylor Director $0 $0
Kristina Hornberger Somerville Director $0 $0
Barry Moore Director $0 $0
Mister Mc Kinney Director $0 $0
Peter Mc Gillivray Director $0 $0
Harriet C Latimer Director $0 $0
Nick Hellyar Director $0 $0
Kirksey Gregg Director $0 $0
J J Gonzlez Director $0 $0
Vicki S Faulkner Director $0 $0
Duke Ensell Director $0 $0
Cc Ensell Director $0 $0
Hank Deslaurier Director $0 $0
Shane T Davis Director $0 $0
Jill Brooks Director $0 $0
Matthew S Brollier Director $0 $0
Minnette Boesel Director $0 $0
Evelyn H Boatwright Director $0 $0
Andrew D Adams Director $0 $0
Angela Caughlin Secretary $0 $0
Honorable Susan S Barnes Treasurer $0 $0
Joanne E Zumbrun Vice president $0 $0
Jillian Jopling President $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2024 $2.0M $216K $367K 990 990 · obj 202502599349300530 IRS ↗
05/31/2024 $2.1M $1.1M $571K 990 990 · obj 202540929349300304 IRS ↗