2021-09-17T08:14:10-05:00 2020-12-31 133597814 SKODY SCOT & CO CPAS PC 520 EIGHTH AVE SUITE 2200 NEW YORK NY 10018 990 2020-01-01 223773177 INSTITUTE FOR QUANTITATIVE RESEARCH INST 2127446825 CO JAFFE MGMT 555 8TH AVE NO 190 NEW YORK NY 100180000 RICHARD LINDSEY CHAIR 2127446825 2021-09-17 1 RICHARD LINDSEY 999009999 WILLIAM SKODY P00631754 2129671100 2021-09-17 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z RICHARD LINDSEY C/O JAFFE MGMT 555 8TH AVE NO 1902 NEW YORK NY 100180000 550544 0 X Q-GROUP.ORG X 2000 DE FORUM TO EVALUATE NEW RESEARCH, QUANTITATIVE APPLICATIONS AND PROVIDE SOLUTIONS TO IMPROVE INVESTMENT. 16 16 0 18 0 0 0 0 818044 550195 736 349 0 0 818780 550544 0 10324 0 0 0 0 0 0 0 719522 381898 719522 392222 99258 158322 1249894 1462422 5956 87562 1243938 1374860 X THE ORGANIZATION'S MISSION IS TO ENCOURAGE THE STUDY OF FINANCE, SUPPORT BASIC AND APPLIED RESEARCH IN THE FIELD OF FINANCIAL ANALYSIS, AND ENCOURAGE THE USE OF ADVANCED MATHEMATICS AND ECONOMETRIC METHODS IN FINANCIAL MANAGEMENT, AND IN FURTHERANCE THEREOF, TO CONDUCT INVESTIGATIONS AND OTHER RESEARCH ACTIVITIES IN THE FIELDS OF FINANCE AND SECURITIES ANALYSIS. 0 0 233970 10324 550195 THE ORGANIZATION PROVIDES A FORUM FOR INVESTMENT PROFESSIONALS TOADVANCE THE PRACTICE OF GLOBAL INVESTMENT MANAGEMENT BY CONNECTING INVESTMENT PROFESSIONALS WITH RIGOROUS RESEARCH AND IDEAS AT THE FRONTIER OF THE INDUSTRY. 233970 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X THE ORGANIZATION 2127446825 C/O JAFFE MGMT 555 8TH AVE NO 1902 NEW YORK NY 100180000 X RICHARD LINDSEY CHAIR 5.00 X X 0 0 0 GILBERT HAMMER VICE CHAIR 5.00 X X 0 0 0 P HAMMOND VICE CHAIR 5.00 X X 0 0 0 MARC REINGANUM EXECUTIVE VICE PRESIDENT 5.00 X X 0 0 0 MEHDI MAHMUD TREASURER 5.00 X X 0 0 0 ANDREW ANG DIRECTOR 1.00 X 0 0 0 CLIFFORD ASNESS DIRECTOR 1.00 X 0 0 0 GREG VAN INWEGAN DIRECTOR 1.00 X 0 0 0 HILARIE GREEN DIRECTOR 1.00 X 0 0 0 JAMES GORDON DIRECTOR 1.00 X 0 0 0 JOANNE HILL DIRECTOR 1.00 X 0 0 0 KATRINA SHERRERD DIRECTOR 1.00 X 0 0 0 KENNETH WINSTON DIRECTOR 1.00 X 0 0 0 LAURENCE SIEGEL DIRECTOR 1.00 X 0 0 0 RON KAHN DIRECTOR 1.00 X 0 0 0 VINEER BHANSALI DIRECTOR 1.00 X 0 0 0 JENNA AYALA ORG. MANAGER 10.00 X 0 0 0 0 0 0 0 0 0 0 JAFFE MANAGEMENT INC 555 8TH AVE STE 1902 NEW YORK NY 10018 MANAGEMENT SERVICES 130800 1 PROGRAM SERVICE REV. 900099 550195 550195 550195 349 349 550544 550195 0 349 10324 10324 150800 20000 130800 391 391 10000 10000 20000 20000 11594 1728 9866 3438 675 2763 3638 3638 4432 4432 EVENT EXPENSE 145395 145395 AUDIO EQUIP. RENTALS 19472 19472 HONORARIA 9000 9000 PROGRAM EXPENSES OTHER 3738 3738 392222 233970 158252 0 95267 307913 921060 921409 45967 90500 187600 142600 1249894 1462422 456 21562 5500 66000 5956 87562 X 1243938 1374860 1243938 1374860 1249894 1462422 X 158322 -27400 X X 0 1 X 1 0 0 1 0 0 550544 0 550544 0 550544 419622 27400 27400 392222 0 392222 PART XII, LINE 2D - OTHER ADJUSTMENTS: UNCOLLECTIBLE RECEIVABLES 27,400. 1 ROGER F. MURRAY PRIZE 4 10324 PART I, LINE 2: GRANTS ARE AWARDED BASED ON SPECIFIC CRITERIA AND ARE APPROVED BY THE BOARD COMMITTEE THAT OVERSEES ALL RECIPIENTS OF GRANTS. FORM 990, PART VI, SECTION A, LINE 3 JAFFE MANAGEMENT, INC. PROVIDES MANAGEMENT SERVICES TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 HAS BEEN REVIEWED BY A GROUP OF PERSONS AUTHORIZED TO REVIEW FINANCIAL AND AUDIT MATTERS PRIOR TO FILING. THE FINAL FORM 990 (FILED WITH THE IRS) WILL BE AVAILABLE AT THE NEXT MEETING OF THE BOARD FOR INSPECTION. IN ADDITION, UPON REQUEST OF ANY BOARDMEMBER, A COPY WILL BE PROVIDED. IF THERE ARE ANY MATERIAL CHANGES, AN AMENDED FORM 990 WILL BE FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ENFORCES THE CONFLICT OF INTEREST POLICY BY MONITORING KNOWN RELATIONSHIPS, QUESTIONNAIRES, AND NOTING ANY CHANGES IN DISCLOSED INFORMATION. ANY CONFLICT IS REVIEWED BY THE BOARD BEFORE A DECISION IS MADE AS TO WHETHER TO APPROVE THE TRANSACTION FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: UNCOLLECTIBLE RECEIVABLES -27,400. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.