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SOCIETY OF TRUST AND ESTATE

EIN: 26-4520720Los Angeles, CAZIP: 90067
S41 - Community Improvement & Capacity Building501(c)(6)

Mission

PROFESSIONAL ORGANIZATION PROVIDING EDUCATION ON INTERNATIONAL PRIVATE CLIENT MATTERS.

Financials

YearRevenueExpensesAssets
2024$821k$0$1M
2023$660k$0$982k

Compensation

2024

CHRISTOPHER REIMER
Immediate Past Chair
board chair
$0
$0
$0
$0
PAUL SCZUDLO
Chair
board chair
$0
$0
$0
$0
ABBIE FLAHERTY - FR MAY 2024
Committee Member
board member
$0
$0
$0
$0
BEATRIZ ANDRIKOPOULOS - TO MAY 2024
Committee Member
board member
$0
$0
$0
$0
CHRISTOPHER CALLAHAN - FR APRIL 24
Committee Member
board member
$0
$0
$0
$0
MARINA CRISTIANI
Committee Member
board member
$0
$0
$0
$0
MATHEW TEAGARDEN
Committee Member
board member
$0
$0
$0
$0
KENT LAWSON - FR JULY 2024
Committee Member
board member
$0
$0
$0
$0
MARK JAMISON - TO MAY 2024
Committee Member
board member
$0
$0
$0
$0
SARA SCOFIELD
Committee Member
board member
$0
$0
$0
$0
CHRISTIE BRUSH - FR MAY 2024
Committee Member
board member
$0
$0
$0
$0
CRAIG REDLER
Committee Member
board member
$0
$0
$0
$0
REETU PEPOFF - TO APRIL 2024
Committee Member
board member
$0
$0
$0
$0
AMY STAEHR
Secretary
officer (unspecified)
$0
$0
$0
$0
MARIANNE KAYAN
Treasurer
officer (unspecified)
$0
$0
$0
$0
MADELAYNE CORDERO
Committee Member
board member
$0
$0
$0
$0
LEWIS LINN
Vice Chair
board vice chair
$0
$0
$0
$0
AMY SZOSTAK - FR APRIL 24
Committee Member
board member
$0
$0
$0
$0
JARRIOT ROOK
Committee Member
board member
$0
$0
$0
$0
NEIL SCHOENBLUM
Committee Member
board member
$0
$0
$0
$0
ELLEN KRATZER - TO APRIL 2024
Committee Member
board member
$0
$0
$0
$0
KATHRYN VON MATTHIESSEN
Committee Member
board member
$0
$0
$0
$0
REBECCA TUNNEY
Committee Member
board member
$0
$0
$0
$0
STEPHEN FOSTER - TO JULY 2024
Committee Member
board member
$0
$0
$0
$0
AARON FARMER
Committee Member
board member
$0
$0
$0
$0
ANDREW MOORE
Committee Member
board member
$0
$0
$0
$0
HELEN CHENG
Committee Member
board member
$0
$0
$0
$0
SARA PIKE - TO APRIL 2024
Committee Member
board member
$0
$0
$0
$0
THOMAS GIORDANO-LASCARI
Committee Member
board member
$0
$0
$0
$0

2023

STEPHEN FOSTER
Committee Member
board member
$0
$0
$0
$0
MICHAEL S SCHIFF
Committee Member
board member
$0
$0
$0
$0
FABIO CONCESI - TO DEC 2023
Committee Member
board member
$0
$0
$0
$0
PAUL SCZUDLO
Vice-Chair
officer (unspecified)
$0
$0
$0
$0
ANDREW MOORE
Committee Member
board member
$0
$0
$0
$0
CRAIG REDLER
Committee Member
board member
$0
$0
$0
$0
LEWIS LINN
Treasurer
officer (unspecified)
$0
$0
$0
$0
MADELAYNE CORDERO
Committee Member
board member
$0
$0
$0
$0
STEPHANIE KRIEGEL
Secretary
officer (unspecified)
$0
$0
$0
$0
SARA PIKE - TO SEP 2023
Committee Member
board member
$0
$0
$0
$0
MARK OSBORNE - TO NOV 2023
Committee Member
board member
$0
$0
$0
$0
REBECCA TUNNEY
Committee Member
board member
$0
$0
$0
$0
JARRIOT ROOK
Committee Member
board member
$0
$0
$0
$0
SARA SCOFIELD
Committee Member
board member
$0
$0
$0
$0
CHRISTOPHER REIMER
Chair
board chair
$0
$0
$0
$0
MOSES MAN - TO JUNE 2023
Committee Member
board member
$0
$0
$0
$0
MARK JAMISON
Committee Member
board member
$0
$0
$0
$0
MARINA CRISTIANI
Committee Member
board member
$0
$0
$0
$0
MATHEW TEAGARDEN
Committee Member
board member
$0
$0
$0
$0
HELEN CHENG
Committee Member
board member
$0
$0
$0
$0
THOMAS GIORDANO-LASCARI
Committee Member
board member
$0
$0
$0
$0
AARON FARMER
Committee Member
board member
$0
$0
$0
$0
ELLEN KRATZER
Immediate Past Chair
board chair
$0
$0
$0
$0
KATHRYN VON MATTHIESSEN
Committee Member
board member
$0
$0
$0
$0
NEIL SCHOENBLUM
Committee Member
board member
$0
$0
$0
$0
REETU PEPOFF
Committee Member
board member
$0
$0
$0
$0

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Data from IRS Form 990 filings (2023-2024).