AUMdb

Training & Research Foundation

EIN 952958220 · 501(c)(3) · Public charity · Tustin, CA · recognized 1972

Assets
$1.7M
Revenue
$3.3M
Expenses
$3.2M
Investment income
$4.2K

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
Renee Jacobs Executive director $136,155 $27,122
Jerry S Goren Board chair $0 $0
Shirley Dionzon Board treasurer $0 $0
Colleen Anderson Vice-chair $0 $0
Damian Zavala Secretary $0 $0