AUMdb

Site Santa Fe

EIN 850413922 · 501(c)(3) · Public charity · Santa Fe, NM · recognized 1997

Assets
$22.1M
Revenue
$6.5M
Expenses
$4.5M
Investment income
$1.9M

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
Louis Grachos Ceo/executive director $310,351 $457
Clara Samayoa Cfo/deputy director $156,008 $6,590
Andrew Wallerstein Board member $0 $0
Carl Thoma Board member $0 $0
Louisa Stude Sarofim Board member $0 $0
Henry Munoz Board member $0 $0
Leigh Moiola Board member $0 $0
William Miller Board member $0 $0
Jeanne Klein Board member $0 $0
Tom Joyce Board member $0 $0
Will Halm Board member $0 $0
Andrew Grossman Board member $0 $0
Christina Gonzalez Board member $0 $0
Elizabeth Glassman Board member $0 $0
Madelin Coit Board member $0 $0
Steve Berkowitz Board member $0 $0
Courtney Finch Taylor Treasurer $0 $0
Marsha Jones Secretary $0 $0
Marti Meyerson Vice Chair (through 6/30/24), chair $0 $0
Marleen De Bode Chair (through 6/30/24), board member $0 $0