AUMdb

Grey Bears

EIN 942298681 · 501(c)(3) · Public charity · Santa Cruz, CA · recognized 1976

Assets
$11.7M
Revenue
$9.5M
Expenses
$9.3M
Investment income
$161K

Form 990 fiscal year ended 06/30/2025

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
Jennifer Merchant Executive dir. $174,916 $0
Lisa Noble Acct. manager $83,995 $0
Marshall Delk Director $0 $0
John Presleigh Director $0 $0
Jacob Guth Director $0 $0
Judith Levin Director $0 $0
Leslie O'malley Vice chair $0 $0
Satish Rishi Director $0 $0
Richard Beach Director $0 $0
Kathy Hormel Secretary $0 $0
Adeline Davis Director $0 $0
Thomas Parker Treasurer $0 $0
Betsey Lynberg Chair $0 $0
Michael Watkins Director $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
06/30/2025 $11.7M $9.5M $9.3M 990 990 · obj 202513569349300926 IRS ↗
06/30/2024 $11.3M $8.3M $8.6M 990 990 · obj 202500739349300145 IRS ↗