AUMdb

Shelter Funds Management Foundation Inc

EIN 851987751 · 501(c)(3) · Public charity · Johnson City, TN · recognized 2021

Assets
$5.6M
Revenue
$313K
Expenses
$179K
Investment income
$66.1K

Form 990 fiscal year ended 06/30/2024

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
Linda Bearfield President $0 $0
Kathy Young Treasurer $0 $0
Andrew Nelson Board member $0 $0
Shane Caldwell Board member $0 $0
Mary Finucane Board member $0 $0
Joe Grandy Board member $0 $0