AUMdb

Harte Research Support Foundation

EIN 742976236 · 501(c)(3) · Public charity · San Antonio, TX · recognized 2001

Assets
$47.9M
Revenue
$4.4M
Expenses
$4.6M
Investment income
$4.4M

Form 990 fiscal year ended 08/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
1919 Investment Counsel, Llc CRD 133370 deterministic · 100% 08/31/2024
Capital Counsel Llc CRD 109001 deterministic · 100% 08/31/2024

Highest-paid contractors

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

Contractor Services Compensation
1919 Investment Counsel Investment mgmt $266,982
Capital Counsel Llc Investment mgmt $250,245

Officers & directors

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

Name Title Compensation Other
William S Harte Trustee $0 $0
Jonathan M Hornblower Trustee $0 $0
David L Sinak Trustee $0 $0