2022-01-10T07:03:07-06:00 2021-04-30 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2020-05-01 275024342 THE AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL FOUNDATION AMER 2026848460 901 15TH STREET NW NO 525 WASHINGTON DC 200052348 JAMES M MADDOX TREASURER 2026848460 2022-01-10 1 JAMES MADDOX 999009999 J CALVIN MARKS P01226973 9197196400 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z JEFFREY C THEDE 901 15TH STREET NW NO 525 WASHINGTON DC 200052348 815450 0 X WWW.ACTECFOUNDATION.ORG X 1982 CA SEE SCHEDULE O. 28 28 0 31 0 0 132212 168632 0 0 48444 216942 0 0 180656 385574 87270 69909 0 0 0 0 0 0 0 79992 62920 167262 132829 13394 252745 2000426 2658153 186281 176570 1814145 2481583 X THE ACTEC FOUNDATION PROMOTES SCHOLARSHIP AND EDUCATION IN TRUST, ESTATE, TAX, AND RELATED AREAS OF THE LAW BY SUPPORTING SCHOLARSHIP TO IMPROVE THE LAW AND BY ENCOURAGING TEACHING, CAREERS AND LIFE-LONG LEARNING IN THE AREA. THE FOUNDATION ALSO ENCOURAGES CIVIC ENGAGEMENT OF INDIVIDUAL FELLOWS OF THE AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL THROUGH PROGRAMS AND ACTIVITIES THAT SERVE THE GENERAL COMMUNITY. 0 0 69909 69909 GRANT MAKING - THE FOUNDATION PROMOTES SCHOLARSHIP AND EDUCATION IN TRUST, ESTATE AND TAX RELATED AREAS BY SUPPORTING AND ENCOURAGING TEACHING, CAREERS AND LIFE LONG LEARNING. 69909 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X DEBORAH OBERST 2026848460 901 15TH STREET NW NO 525 WASHINGTON DC 200052348 JEFFREY C THEDE PRESIDENT 5.00 X X 0 0 0 JOHN T ROGERS JR VICE PRESIDENT 5.00 X X 0 0 0 JAMES M MADDOX TREASURER 5.00 X X 0 0 0 KATHLEEN R SHERBY SECRETARY 5.00 X X 0 0 0 CHRISTOPHER B HUNT CHAIR, FUNDRAISING CTE 2.00 X 0 0 0 MELISSA J WILLMS CHAIR, GRANT CTE 2.00 X 0 0 0 L HENRY GISSEL JR IMMEDIATE PAST PRESIDENT (TO SEP '20) 2.00 X 0 0 0 SUSAN L ABBOTT DIRECTOR 2.00 X 0 0 0 ELAINE M BUCHER DIRECTOR 2.00 X 0 0 0 STEPHANIE B CASTEEL DIRECTOR 2.00 2.00 X 0 0 0 LORA G DAVIS DIRECTOR (FROM OCT '20) 2.00 X 0 0 0 P DANIEL DONOHUE DIRECTOR 2.00 X 0 0 0 ERIK DRYBURGH DIRECTOR 2.00 X 0 0 0 DAVID F EDWARDS DIRECTOR 2.00 X 0 0 0 DAVID M ENGLISH DIRECTOR 2.00 X 0 0 0 THERON E FRY DIRECTOR 2.00 X 0 0 0 THOMAS P GALLANIS DIRECTOR 2.00 X 0 0 0 SUSAN N GARY DIRECTOR 2.00 X 0 0 0 PETER S GORDON DIRECTOR 2.00 2.00 X 0 0 0 T RANDOLPH HARRIS DIRECTOR 2.00 X 0 0 0 JOSEPH G HODGES JR DIRECTOR 2.00 X 0 0 0 CHRISTOPHER R HOYT DIRECTOR 2.00 X 0 0 0 BENETTA P JENSON DIRECTOR 2.00 X 0 0 0 W CAMERON MCCULLOCH DIRECTOR 2.00 X 0 0 0 MICHELE A W MCKINNON DIRECTOR 2.00 X 0 0 0 CHARLES IAN NASH DIRECTOR 2.00 X 0 0 0 BARRY A NELSON DIRECTOR (TO MAR '21) 2.00 X 0 0 0 BRUCE S ROSS DIRECTOR 2.00 X 0 0 0 ALAN F ROTHSCHILD JR DIRECTOR (FROM OCT '20) 2.00 X 0 0 0 ROBERT E TEMMERMAN JR DIRECTOR 2.00 X 0 0 0 RICHARD D WOODS DIRECTOR (TO MAR '21) 2.00 X 0 0 0 DEBORAH O MCKINNON EXECUTIVE DIRECTOR 2.00 38.00 X 0 353500 27532 0 353500 27532 0 0 1 0 0 168632 168632 36126 36126 610692 429876 180816 180816 180816 385574 0 0 216942 33409 33409 36500 36500 10805 10805 23085 23085 5300 5300 13216 13216 7267 7267 3061 3061 STATE REGISTRATION FEES 105 105 TAXES AND LICENSES 81 81 132829 69909 62920 0 80615 137816 108080 1450 3780 3780 24324 24324 3061 0 1904970 2397239 8000 9788 2000426 2658153 3023 9448 176606 164032 6652 3090 186281 176570 X 1486689 2044926 327456 436657 1814145 2481583 2000426 2658153 X 252745 413165 1023 505 X X 0 1 X 1 0 X 129388 203972 118034 132212 168632 752238 129388 203972 118034 132212 168632 752238 11700 83075 32290 30935 26833 184833 2452 2452 11700 83075 32290 30935 29285 187285 564953 32075 37693 43449 41405 36126 190748 32075 37693 43449 41405 36126 190748 300 300 161463 241965 161483 173617 204758 943286 0.59890 0.60510 0.20220 0.20810 X SCHEDULE A, PART III, LINE 12, EXPLANATION FOR OTHER INCOME: INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 327456 109201 436657 329591 7865 10000 327456 308443 500 20648 329591 295290 550 22603 10000 308443 254565 3750 36975 295290 0.62800 0.37200 0 0 24324 24324 0 0 INTERCOMPANY DUE TO 3090 3090 1007465 413165 231811 644976 362489 23085 23085 385574 340027 230788 230788 109239 23085 505 23590 132829 PART XII, LINE 4B - OTHER ADJUSTMENTS: RETURN GRANTS 505. 1 COMMONS LAW CENTER 810 NW MARSHALL ST STE 300 PORTLAND OR 97209 812672973 501(C)(3) 23000 GENERAL SUPPORT DIVERSITY EQUITY & INCLUSIVITY COUNCIL 14551 AKRON ST BRIGHTON CO 80602 824052446 501(C)(3) 7000 GENERAL SUPPORT 2 0 DENNIS I. BELCHER YOUNG LEADERS PROGRAM 10 27500 2020 MARY MOERS WENIG STUDENT WRITING COMPETITION 5 9000 PART I, LINE 2: ORGANIZATION RECEIVES REPORT FROM THE GRANTEES AT THE ORGANIZATION'S ANNUAL MEETING, AS WELL AS RECEIVES COPIES OF ANY OUTPUT FROM THE GRANT (PUBLICATIONS, PAPERS, ETC.). 0 0 0 0 0 0 0 0 0 DEBORAH O MCKINNON EXECUTIVE DIRECTOR 0 319569 0 30000 0 3931 0 14250 0 13282 0 381032 0 0 SCHEDULE J, PART I, LINE 3: THE FOUNDATION'S EXECUTIVE DIRECTOR IS COMPENSATED BY ACTEC, A RELATED ORGANIZATION. ACTEC USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE EXECUTIVE DIRECTOR: COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, AND APPROVAL BY THE BOARD. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: TO SUPPORT THE EDUCATIONAL AND OTHER CHARITABLE ACTIVITIES OF THE AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL AND ITS FELLOWS BY SUPPORTING EFFORTS TO IMPROVE THE LAW, OUR PRACTICE, OUR PROFESSION AND COMMUNITIES. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE PRESIDENT, IMMEDIATE PAST PRESIDENT (IF HE OR SHE IS SERVING ON THE BOARD OF DIRECTORS), VICE PRESIDENT, SECRETARY, TREASURER AND THE CHAIRS OF THE GRANT AND FUNDRAISING COMMITTEES. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ALL THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE FOUNDATION BETWEEN MEETINGS OF THE BOARD, EXCEPT AS OTHERWISE LIMITED IN THE FOUNDATION'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT AND A DESIGNATED BOARD MEMBER. PRIOR TO FILING, A COPY OF THE FORM 990 IS DISTRIBUTED TO THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION PUT ITS CONFLICT OF INTEREST POLICY INTO PLACE IN THE FALL OF 2010. OPERATIONALLY, THE ORGANIZATION HAS CHECKS AND BALANCES TO MONITOR THE CONFLICT OF INTEREST POLICY TO ENSURE THAT THERE ARE NO CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: RETURN GRANTS 505. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. AMERICAN COLLEGE OF TRUST & ESTATE COUNSEL 901 15TH STREET NW STE 525 WASHINGTON DC 20005 274395855 DEVELOPING QUALIFIED TRUST AND ESTATE COUNSELORS DE 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0