Private Foundation

ETHICAL INVESTMENT RESEARCH SERVICES USA C/O WALD & COMPANY PC

ETHICAL INVESTMENT RESEARCH SERVICES USA C/O WALD & COMPANY PC is a private foundation categorized as Private Foundation based in QUINCY, MA. Its most recent IRS filing (2024) reports revenue of $175K, expenses of $184K, total assets of $34K.

EIN: 203045397 QUINCY, MA Research Institutes & Public Policy Analysis NTEE: V05 Latest filing: 2024

Total Revenue$175K

Total Expenses$184K

Total Assets$34K

Grants Given0

Filing Years2019–2024

Officers & Directors

ASSISTANT CLERK Annabel Tui Richings

PRESIDENT & DIRECTOR Julia Nina Roth

TREASURER Lisa Jane Stonestreet

CEO & DIRECTOR Peter John Webster

DIRECTOR Richard Stuart Howitt

DIRECTOR & CLERK Samantha Shelley Chua

Officer compensation and complete director data available with membership.

Financial Trends

Year	Revenue	Expenses	Assets
2024	$175K	$184K	$34K
2023	$182K	$192K	$45K
2022	$134K	$143K	$55K
2020	$167K	$181K	$52K
2019	$163K	$166K	$10K

Between 2019 and 2024, reported annual revenue grew from $163K to $175K (+7%), with total assets most recently reported at $34K.

Interactive year-over-year charts and full filing details available with membership.

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Officers & Directors

Financial Trends

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