AUMdb

Point Loma Nazarene University Foundation

EIN 953948691 · 501(c)(3) · Public charity · San Diego, CA · recognized 1963

Assets
$109M
Revenue
$4.8M
Expenses
$1.5M
Investment income
$3.9M

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 06/30/2024

Highest-paid contractors

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

Contractor Services Compensation
Morgan Stanley Investment account management $108,543

Officers & directors

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

Name Title Compensation Other
Robert Brower Ex officio director $391,220 $49,877
Joe La Luzerne Treasurer $216,201 $59,657
Gary Smee President $0 $0
Gilbert Wai Secretary $0 $0
Scott Mc Guckin Vice president $0 $0
Carolyn Downey Director $0 $0
Daryl Nicholson Director $0 $0
Douglas Pierce Director $0 $0
Mendell Thompson Director $0 $0
Mike Gebhart Director $0 $0
Rob Honer Director $0 $0
Rudy Thomas Director $0 $0