AUMdb

W I Cook Foundation Inc

EIN 752051649 · 501(c)(3) · Public charity · Fort Worth, TX · recognized 1985

Assets
$4.6B
Revenue
$95.1M
Expenses
$65.4M
Investment income
$86.1M

Form 990 fiscal year ended 09/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Proprietary Capital, Llc CRD 125139 deterministic · 100% 09/30/2024
Silchester International Investors Llp CRD 110987 deterministic · 100% 09/30/2024

Highest-paid contractors

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

Contractor Services Compensation
Hull Building Llc Building preservation & restoration svcs $1,271,003
Tvm Advisors Llc Consulting services $853,438
Bny Mellon Custodial services $765,384
Proprietary Capital Investment management services $631,758
Silchester International Investors Inc Investment management services $630,124

Officers & directors

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

Name Title Compensation Other
Rick W Merrill President/ceo $2,755,443 $550,074
B Anthony Bagwell Svp, ciio $1,763,275 $218,385
Stephen W Kimmel Evp, sys finance $1,217,680 $175,382
Priti Mody Managing director $921,781 $17,279
Joseph M Gallagher Svp, chief legal officer $883,970 $138,911
Cory R Rhoades Chief financial officer $866,208 $136,241
Grant W Harris Svp, chief development officer $654,800 $115,101
Spencer D Seals Vp construction & real estate $403,495 $84,754
Dayle Lowry Investment operations mgr $328,639 $26,832
Christopher Tindell linked Investment manager $282,842 $33,451
Kimberly Mcginnis Vice president $258,830 $53,095
Jennifer Johnson Avp donor relations $235,953 $25,973
Drew Smith Senior investment analyst $194,795 $9,747
Mary Cara Martz Secretary $183,907 $21,095
Jamye Shaffer Manager, investment operations $173,710 $30,521
Martha Mattox Avp, major gifts $169,826 $9,975
R Russell Morton Trustee $0 $0
Rachel R Werner Trustee $0 $0
Richard W Dyess Trustee $0 $0
Roger P Marcincuk Jr Trustee $0 $0
Rosalind Evans Trustee $0 $0
Victoria Puente Peters Trustee $0 $0
Wally Jones Trustee $0 $0
William Butler Trustee $0 $0
William E Bailey Trustee $0 $0
William Jackson Rattikin Iii Trustee $0 $0
Willie Houston Iii Trustee $0 $0
Belen M Garren Trustee - sec/treasurer $0 $0
Peter L Philpott Trustee - chairman $0 $0
Rick Sorenson Trustee - vice chair $0 $0
Andrew J Rosell Trustee $0 $0
Andrew P Lombardi Trustee $0 $0
Ashli Blumenfeld Trustee end 5/31/24 $0 $0
Benjamin A Rosenthal Trustee start 6/1/24 $0 $0
Brian C Crumley Trustee $0 $0
Brian C Newby Trustee $0 $0
Dale F Klose Trustee start 6/1/24 $0 $0
Frost R Prioleau Trustee end 5/31/24 $0 $0
Hadley Woerner Trustee $0 $0
Harlington Peter Ku Dds Trustee $0 $0
James E Webb Trustee $0 $0
James Matthew Johnson Trustee end 5/31/24 $0 $0
Jerry R Conatser Trustee end 5/31/24 $0 $0
John Merrifield Trustee $0 $0
Jon S Brumley Trustee end 5/31/24 $0 $0
Karl Biggs Trustee $0 $0
Kathryn S Wells Trustee start 6/1/24 $0 $0
Kenneth Hampton Trustee $0 $0
Laura Bird Trustee $0 $0
Lisa H Jamieson Trustee end 5/31/24 $0 $0
Michael M Gonzalez Sr Trustee $0 $0
Michael R Dike Trustee $0 $0
Michael R Pavell Trustee $0 $0
R Kyle Kight Trustee $0 $0