Waco Foundation
EIN 746054628 · 501(c)(3) · Public charity · Waco, TX · recognized 1963
- Assets
- $142M
- Revenue
- $8.6M
- Expenses
- $7.2M
- Investment income
- $2.8M
Form 990 fiscal year ended 03/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
| Firm | Match | Period |
|---|---|---|
| Neuberger Berman Bd Llc CRD 2908 | fuzzy_auto · 99% | 03/31/2024 |
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Neuberger Berman | Investment management and advisory fees | $275,618 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Ashley Allison | Executive director | $213,251 | $27,510 |
| Valerie Holland | Director of finance (apr-aug) | $56,243 | $1,447 |
| Malcolm Duncan Jr | Trustee | $0 | $0 |
| Sherman Ayres | Chair | $0 | $0 |
| Chris Mcswain | Vice chair | $0 | $0 |
| Soo Battle | Secretary/treasurer | $0 | $0 |
| Mike Bidwell | Trustee | $0 | $0 |
| Monte Hulse | Trustee | $0 | $0 |
| Kristen Mynar | Trustee | $0 | $0 |
| Mike Raymond | Trustee | $0 | $0 |
| Melli Wickliff | Trustee | $0 | $0 |
| Aaron Zimmerman | Trustee | $0 | $0 |
| Dillon Meek | Trustee | $0 | $0 |
| Charles Williams | Trustee | $0 | $0 |
| Isabel Weeden | Cfo/coo (jan - mar) | $0 | $0 |