ACTUARIAL FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ACTUARIAL FOUNDATION (EIN 36-3968441)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-23
- IRS object ID
- 201801439349300500
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-23T07:00:35-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 N MICHIGAN AVE 2800 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606015927 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363968441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ACTUARIAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACTU | BusinessNameControlTxt |
| Phone | 8477063557 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 N MARTINGALE RD SUITE 600 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON LEPPIN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8477063557 | PhoneNum |
| Signature | 2018-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK HEROUX | PreparerPersonNm |
| PTIN | P00959793 | PTIN |
| Phone | 3127298000 | PhoneNum |
| Preparation | 2018-05-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JASON LEPPIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 N MARTINGALE RD STE 600 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,253,530 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACTUARIALFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | CHANGING LIVES THROUGH MATH EDUCATION - IMAGINE A FUTURE WHERE (SEE SCHEDULE O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 29 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,099,832 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,098,833 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $133,214 | PYInvestmentIncomeAmt |
| CY Investment Income | $147,021 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,297 | PYOtherRevenueAmt |
| CY Other Revenue | $858 | CYOtherRevenueAmt |
| PY Total Revenue | $1,236,343 | PYTotalRevenueAmt |
| CY Total Revenue | $1,246,712 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $553,458 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $484,905 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $21,253 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $483,452 | PYOtherExpensesAmt |
| CY Other Expenses | $1,026,602 | CYOtherExpensesAmt |
| PY Total Expenses | $1,036,910 | PYTotalExpensesAmt |
| CY Total Expenses | $1,511,507 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $199,433 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$264,795 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,326,711 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,982,766 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $255,295 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $480,162 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,071,416 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,502,604 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE OFFER TEACHERS FREE MATH ENHANCEMENT MATERIALS FOR THEIR CLASSROOMS. WE PROVIDE INSIGHT FOR CONSUMERS TO EFFICIENTLY MANAGE CHANGING ECONOMIC SITUATIONS. WE PROVIDE ACTUARIES, RESEARCHERS, AND STUDENTS THE OPPORTUNITY TO BENEFIT FROM AWARDS AND SCHOLARSHIPS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $606,808 | ExpenseAmt |
| Grant | $258,120 | GrantAmt |
| Desc | EDUCATIONTHE FOUNDATION ENCOURAGES NEW GENERATIONS OF MATHEMATICAL THINKERS BY CREATING AND DISTRIBUTING EDUCATIONAL MATERIALS TO TEACHERS AND STUDENTS IN GRADES 4-12. THESE FREE RESOURCES INCLUDE HANDS-ON PROJECTS, LESSON PLANS AND ONLINE ACTIVITIES THAT COVER A VARIETY OF MATHEMATICAL TOPICS AND FINANCIAL LITERACY THEMES.MODELING THE FUTURE CHALLENGE (MTF), IS A REVAMPED VERSION OF THE FOUNDATION'S PROJECT MATH MINDS, A CRITICAL THINKING, HANDS-ON MATHEMATICS CHALLENGE FOR HIGH SCHOOL STUDENTS FOR THE CHANCE TO EARN ONE OF THREE COLLEGE SCHOLARSHIPS TOTALING $55,000. THE 2017 COMPETITION WAS DEVELOPED WITH SUPPORT FROM THE CURRENT MTF CHALLENGES STUDENTS ACROSS THE NATION TO CREATE THE BEST MATHEMATICAL MODELS PROJECTING HOW AUTONOMOUS VEHICLES MIGHT CHANGE THE FUTURE OF TRANSPORTATION, INSURANCE AND SOCIETY AT LARGE. THEY WILL LEARN HOW MATHEMATICS APPLIES TO CUTTING-EDGE INDUSTRIES AND TECHNOLOGY, AS WELL AS HIGHLY SOUGHT-AFTER CAREERS AS ACTUARIES AND OTHER MATH-RELATED PROFESSIONS. FINALISTS WILL TRAVEL TO NEW YORK TO PRESENT THEIR PROJECT. THE AWARD-WINNING FINANCIAL LITERACY CURRICULUM RESOURCE, BUILDING YOUR FUTURE, HAS BEEN GIVEN TO MORE THAN 11,000 HIGH SCHOOL TEACHERS AND 450,000 STUDENTS NATIONWIDE. THE FREE BOOKLETS ARE DESIGNED TO HELP TEENS MASTER PERSONAL FINANCE PRINCIPLES AND PREPARE FOR A FINANCIALLY HEALTHY LIFE.EDUCATORS ARE DESPERATE FOR CLASSROOM RESOURCES AND SEEK A TRUSTED-PARTNER TO PROVIDE THE LATEST MATH AND FINANCIAL LITERACY EDUCATION TOOLS. THE FOUNDATION IS PROUD TO BE THAT PARTNER. MATH MOTIVATORS IS THE NEW TUTORING PROGRAM APPROVED FOR EXPANSION FOLLOWING A SUCCESSFUL PILOT IN CONNECTICUT. THE PROGRAM HELPS TO CLOSE THE ACHIEVEMENT GAP THROUGH A VOLUNTEER-DRIVEN SAT AND MATH TUTORING PROGRAM THAT PAIRS LOW INCOME URBAN HIGH SCHOOL STUDENTS WITH PROFESSIONAL ACTUARIES AND COLLEGE STUDENTS MAJORING IN ACTUARIAL SCIENCE, MATHEMATICS OR EDUCATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $243,436 | ExpenseAmt |
| Grant | $200,285 | GrantAmt |
| Desc | SCHOLARSHIPS: THE ACTUARIAL FOUNDATION ENSURES THE FUTURE OF THE ACTUARIAL PROFESSION THROUGH ITS SCHOLARSHIPS AND REIMBURSEMENT PROGRAMS. RECIPIENTS OF FOUNDATION SCHOLARSHIPS ARE SELECTED BY REPRESENTATIVES OF THE ACTUARIAL PROFESSION, WHO MAY ONE DAY BE THEIR PEERS. SO, NOT ONLY ARE THESE SCHOLARSHIPS A MEANS TO OFFSET THE COST OF EDUCATION, THEY ALSO SERVE AS A PRESTIGIOUS RECOGNITION BY A HIGHLY RATED PROFESSION. ACTUARY OF TOMORROW - STUART A. ROBERTSON MEMORIAL SCHOLARSHIP RECOGNIZES AND ENCOURAGES THE ACADEMIC ACHIEVEMENTS OF UNDERGRADUATE STUDENTS PURSUING A CAREER IN ACTUARIAL SCIENCE.THE CARIBBEAN ACTUARIAL SCHOLARSHIP IS INTENDED TO BE AN ANNUAL AWARD TO UNIVERSITY OF THE WEST INDIES (UWI) ACTUARIAL STUDENT(S) WHO DEMONSTRATE A STRONG RECORD OF ACCOMPLISHMENT, LEADERSHIP QUALITIES AND COMMITMENT TO BECOMING AN ACTUARY.THE ACTUARIAL DIVERSITY SCHOLARSHIP PROMOTES DIVERSITY WITHIN THE PROFESSION THROUGH AN ANNUAL SCHOLARSHIP PROGRAM FOR BLACK/AFRICAN AMERICAN, HISPANIC, NATIVE NORTH AMERICAN AND PACIFIC ISLANDER STUDENTS.THE CURTIS E. HUNTINGTON MEMORIAL SCHOLARSHIP APPLICANTS MUST BE A COLLEGE SENIOR WHO HAS SUCCESSFULLY COMPLETED AT LEAST ONE ACTUARIAL EXAMINATION. APPLICANT MUST RANK IN THE TOP QUARTER OF THEIR CLASS AND HAVE BEEN NOMINATED BY A PROFESSOR AT THEIR SCHOOL. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $29,580 | ExpenseAmt |
| Grant | $26,500 | GrantAmt |
| Desc | AWARDS AND PRIZES: THE ACTUARIAL FOUNDATION IS PROUD TO RECOGNIZE THE EXEMPLARY WORK OF INDIVIDUALS WHOSE WORK IS ADDING TO THE KNOWLEDGE OF THE ACTUARIAL FIELD AND ADVANCING THE SKILL SET OF THE PROFESSION. THE ERM RESEARCH EXCELLENCE AWARD IN MEMORY OF HUBERT MUELLER RECOGNIZES SIGNIFICANT CONTRIBUTIONS TO THE GROWING BODY OF ERM KNOWLEDGE AND RESEARCH. THE AWARD IS GIVEN ANNUALLY TO THE BEST OVERALL PAPER AT THE ERM SYMPOSIUM. THE WYNN KENT PUBLIC COMMUNICATION AWARD IS GIVEN TO MEMBERS OF THE ACTUARIAL PROFESSION WHO HAVE CONTRIBUTED TO THE PUBLIC AWARENESS OF THE WORK OF THE PROFESSION AND THE VALUE OF ACTUARIAL SCIENCE IN MEETING THE FINANCIAL SECURITY OF SOCIETY IN THE FIELDS OF LIFE, HEALTH, CASUALTY, PENSION AND OTHER RELATED AREAS. THE INTENT OF THE AWARD IS TO ENCOURAGE ACTUARIES TO ENGAGE IN ACTIVITIES THAT HIGHLIGHT THE ACTUARIAL PROFESSION'S ROLE IN FINANCIAL SECURITY ISSUES BENEFITING THE PUBLIC. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,554 | ExpenseAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,554 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $885,378 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIFFANY BERGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8477063620 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 N MARTINGALE ROAD STE 600 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN W EHRHARDT | ||||||
| CHAIR | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOSEPH A NICHOLS | ||||||
| CHAIR-ELECT | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SARAH J HAMID | ||||||
| SECRETARY-TREASURER | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAMELA CONE | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD DE HAAN | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN DONLAN | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID J FISHBAUM | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| HELEN GALT | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROY GOLDMAN | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JACQUES GOULET JR | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JANE L HAMRICK | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BARRY JACOBSON | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY JOHNSON | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TONYA MANNING | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| S MICHAEL MCLAUGHLIN JR | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARET MILKINT | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KATHY ODOMIROK | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LISA M PAWLOWSKI | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA ROTELLO | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN J SCHUBERT | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL R SEARS | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CLARK SLIPHER | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL SMITH | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN THOMPSON | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DEWAYNE ULLSPERGER | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL WACEK | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN WITCRAFT | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| A GREIG WOODRING | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| AMANDA E YOUNG | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,098,833 | AllOtherContributionsAmt |
| Noncash Contributions | $30,321 | NoncashContributionsAmt |
| Total Contributions | $1,098,833 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $143,774 | TotalRevenueColumnAmt |
| Exclusion | $143,774 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,065 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,818 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,247 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,247 | TotalRevenueColumnAmt |
| Exclusion | $3,247 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS SALES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $858 | TotalRevenueColumnAmt |
| Exclusion | $858 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $858 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,246,712 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $147,879 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,870 | TotalAmt |
| Program Services | $451,870 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,977 | TotalAmt |
| Program Services | $5,977 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,058 | TotalAmt |
| Program Services | $27,058 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,247 | TotalAmt |
| Management And General | $28,247 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,351 | TotalAmt |
| Management And General | $23,351 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,601 | TotalAmt |
| Management And General | $12,601 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,045 | TotalAmt |
| Management And General | $112,045 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,887 | TotalAmt |
| Program Services | $243,300 | ProgramServicesAmt |
| Management And General | $21,833 | ManagementAndGeneralAmt |
| Fundraising | $19,754 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,830 | TotalAmt |
| Management And General | $15,830 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,711 | TotalAmt |
| Program Services | $9,436 | ProgramServicesAmt |
| Management And General | $11,275 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,757 | TotalAmt |
| Management And General | $40,757 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,407 | TotalAmt |
| Management And General | $3,407 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,377 | TotalAmt |
| Management And General | $10,377 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REIMBURSED EXP - WAGES | $350,603 | $110,586 | $240,017 | |
| REIMBURSED EXP - BENEFI | $91,043 | $31,039 | $60,004 | |
| PROFESSIONAL FEES | $25,496 | $5,763 | $19,733 | |
| STAFF TRAINING | $7,197 | $349 | $5,349 | $1,499 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50 | TotalAmt |
| Management And General | $50 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,511,507 | TotalAmt |
| Program Services | $885,378 | ProgramServicesAmt |
| Management And General | $604,876 | ManagementAndGeneralAmt |
| Fundraising | $21,253 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,496 | BOYAmt |
| EOY | $139,298 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,319 | BOYAmt |
| EOY | $186,674 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,406 | BOYAmt |
| EOY | $167,349 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,047 | BOYAmt |
| EOY | $23,908 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,394 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,405 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $22,989 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,670,443 | BOYAmt |
| EOY | $6,442,548 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,326,711 | BOYAmt |
| EOY | $6,982,766 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,295 | BOYAmt |
| EOY | $480,162 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,295 | BOYAmt |
| EOY | $480,162 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,659,958 | BOYAmt |
| EOY | $4,126,575 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,411,458 | BOYAmt |
| EOY | $2,376,029 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,071,416 | BOYAmt |
| EOY | $6,502,604 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,326,711 | BOYAmt |
| EOY | $6,982,766 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$264,795 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $695,983 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $992,384 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,601,262 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $921,661 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,099,832 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,098,833 | CurrentTaxYearAmt |
| Total | $5,713,972 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $992,384 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,601,262 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $921,661 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,099,832 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,098,833 | CurrentTaxYearAmt |
| Total | $5,713,972 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $428,379 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,285,593 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $113,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $104,619 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $129,019 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $134,120 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $143,774 | CurrentTaxYearAmt |
| Total | $624,932 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3,565 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,548 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $858 | CurrentTaxYearAmt |
| Total | $56,268 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,395,172 | TotalSupportAmt |
| Public Support CY170 | 0.82650 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87460 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,394 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,405 | DepreciationAmt |
| Book Value | $22,989 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,989 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,308,611 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $695,983 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $378,516 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,074,499 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,234,112 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $12,600 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $12,600 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,246,712 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,877,423 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $378,516 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $378,516 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,498,907 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $12,600 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $12,600 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,511,507 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THE GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE FOUNDATION FOR UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2017 AND 2016. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | GRANT TO SUPPORT "ANALYSIS OF RISK TRANSFER MECHANISMS IN FUNDED PENSION SCHE | $10,000 | WIRE |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | GRANT TO SUPPORT "HEDGING VARIABLE ANNUITIES UNDER STOCHASTIC VOLATILITY AND | $3,500 | WIRE |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | OPINION MINING FOR INSURANCE COMPANIES | $3,000 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| CARIBBEAN SCHOLARSHIP - SHILOH WAITE | CENTRAL AMERICA AND THE CARIBBEAN | 1 | $2,000 | WIRE |
| CARIBBEAN SCHOLARSHIP - ONEKA TAYLOR | CENTRAL AMERICA AND THE CARIBBEAN | 1 | $500 | WIRE |
| CARIBBEAN SCHOLARSHIP - OSHEA L. MILLER | CENTRAL AMERICA AND THE CARIBBEAN | 1 | $500 | WIRE |
| CARIBBEAN SCHOLARSHIP - DANIELA WATSON | CENTRAL AMERICA AND THE CARIBBEAN | 1 | $1,000 | WIRE |
| CARIBBEAN SCHOLARSHIP - SASHA WOODROFFE | CENTRAL AMERICA AND THE CARIBBEAN | 1 | $3,500 | WIRE |
| ERM PRIZE 2017 - J.C. MCKENZIE SMITH | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 1 | $2,500 | WIRE |
| ELIZABETH M. MAURO AWARD - ABRAHAM BENEDID | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 1 | $558 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (70 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| NORTHEASTERN UNIVERSITY | |||||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | 041679980 | 501(C)(3) | $2,000 | N/A | N/A | HUNTINGTON MEMORIAL SCHOLARSHIP |
| ST JOHNS UNIVERSITY | |||||||||
| 101 ASTOR PL | NEW YORK | NY | 10003 | 111630830 | 501(C)(3) | $2,000 | N/A | N/A | HUNTINGTON MEMORIAL SCHOLARSHIP |
| UNIVERSITY OF MICHIGAN-ANN ARBOR | |||||||||
| 515 E JEFFERSON ST | ANN ARBOR | MI | 48109 | 386006309 | 501(C)(3) | $2,000 | N/A | N/A | HUNTINGTON MEMORIAL SCHOLARSHIP |
| RUTGERS UNIVERSITY | |||||||||
| 620 GEORGE ST | NEW BRUNSWICK | NJ | 08901 | 226001086 | 501(C)(3) | $2,000 | N/A | N/A | HUNTINGTON MEMORIAL SCHOLARSHIP |
| ARIZONA STATE UNIVERSITY | |||||||||
| PO BOX 870412 | TEMPE | AZ | 85287 | 860196696 | 501(C)(3) | $2,000 | N/A | N/A | HUNTINGTON MEMORIAL SCHOLARSHIP |
| UNIVERSITY OF ALABAMA | |||||||||
| 106 STUDENT SERVICES CENTER | TUSCALOOSA | AL | 35487 | 636001138 | 501(C)(3) | $2,000 | N/A | N/A | HUNTINGTON MEMORIAL SCHOLARSHIP |
| ST THOMAS AQUINAS COLLEGE | |||||||||
| 125 ROUTE 340 | SPARKILL | NY | 10976 | 132513162 | 501(C)(3) | $2,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| THE OHIO STATE UNIVERSITY | |||||||||
| 281 WEST LANE AVE | COLUMBUS | OH | 43210 | 310561372 | 501(C)(3) | $1,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||||
| PO BOX 7758 | AUSTIN | TX | 78713 | 746000203 | 501(C)(3) | $3,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| SPELMAN COLLEGE | |||||||||
| 350 SPALMAN LANE SW | ATLANTA | GA | 30314 | 580566243 | 501(C)(3) | $1,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| UNIVERSITY OF WISCONSIN-MADISON | |||||||||
| 333 EAST CAMPUS MALL 10501 | MADISON | WI | 53715 | 396006492 | 501(C)(3) | $3,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| FORDHAM UNIVERSITY | |||||||||
| 441 EAST FORDHAM RD | BRONX | NY | 10458 | 131740451 | 501(C)(3) | $1,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| LOUISIANA STATE UNIVERSITY | |||||||||
| 125 THOMAS BOYD HALL | BATON ROUGE | LA | 70803 | 726000848 | 501(C)(3) | $4,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| MORGAN STATE UNIVERSITY | |||||||||
| 1700 EAST COLD SPRING LANE | BALTIMORE | MD | 21251 | 526002033 | 501(C)(3) | $9,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| DEPAUL UNIVERSITY | |||||||||
| 1 E JACKSON BLVD | CHICAGO | IL | 60604 | 362167048 | 501(C)(3) | $2,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| GEORGIA STATE UNIVERSITY | |||||||||
| P O BOX 5099 | ATLANTA | GA | 30301 | 586002050 | 501(C)(3) | $4,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| COLUMBIA UNIVERSITY | |||||||||
| 525 W 120TH ST BOX 305 | NEW YORK | NY | 10027 | 135598093 | 501(C)(3) | $4,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| SAN JOSE STATE UNIVERSITY | |||||||||
| ONE WASHINGTON SQUARE | SAN JOSE | CA | 95192 | 946017638 | 501(C)(3) | $4,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| FERRIS STATE UNIVERSITY | |||||||||
| 1201 S STATE ST | BIG RAPIDS | MI | 49307 | 386005159 | 501(C)(3) | $3,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| CENTRAL CONNECTICUT STATE UNIVERSITY | |||||||||
| 1615 STANLEY ST | NEW BRITAIN | CT | 06050 | 061303381 | 501(C)(3) | $3,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| WALLA WALLA UNIVERSITY | |||||||||
| 204 S COLLEGE AVE | COLLEGE PLACE | WA | 99324 | 910617727 | 501(C)(3) | $2,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| FLORIDA INTERNATIONAL UNIVERSITY | |||||||||
| 11200 SW 8TH ST | MIAMI | FL | 33199 | 650177616 | 501(C)(3) | $2,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| FAIRLEIGH DICKINSON UNIVERSITY | |||||||||
| 285 MADISON AVE | MADISON | NJ | 07940 | 221494434 | 501(C)(3) | $2,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| MIAMI DADE COLLEGE | |||||||||
| 11011 SW 104TH ST | MIAMI | FL | 33176 | 591210485 | 501(C)(3) | $2,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| CENTRAL CONNECTICUT STATE UNIVERSITY | |||||||||
| 1615 STANLEY ST | NEW BRITAIN | CT | 06050 | 061303381 | 501(C)(3) | $2,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| CALIFORNIA STATE UNIVERSITY SACRAMENTO | |||||||||
| 6000 J STREET | SACRAMENTO | CA | 95819 | 931150363 | 501(C)(3) | $4,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| WEST CHESTER UNIVERSITY | |||||||||
| 25 UNIVERSITY AVE SUITE 050 | WEST CHESTER | PA | 19383 | 232417773 | 501(C)(3) | $1,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| CAL POLY STATE UNIVERSITY | |||||||||
| CAL POLY ADMINISTRATION 131-E | SAN LUIS OBISPO | CA | 93407 | 952308831 | 501(C)(3) | $1,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| UNIVERSITY OF MARYLAND COLLEGE PARK | |||||||||
| 7809 REGENTS DRIVE | COLLEGE PARK | MD | 20742 | 526002033 | 501(C)(3) | $1,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| SCHOLASTIC INC | |||||||||
| 2931 E MCCARTY ST | JEFFERSON CITY | MO | 65102 | 133385513 | 501(C)(3) | $240,000 | N/A | N/A | SUPPORT GRANT |
| ADDISON MIDDLE SCHOOL | |||||||||
| 219 COMSTOCK STREET | ADDISON | MI | 49221 | 382867998 | 501(C)(3) | $10,000 | N/A | N/A | SUPPORT GRANT |
| HARLEM ACADEMY | |||||||||
| 1330 FIFTH AVENUE | NEW YORK | NY | 10026 | 562454573 | 501(C)(3) | $2,750 | N/A | N/A | SUPPORT GRANT |
| ROBERGE ELEMENTARY SCHOOL | |||||||||
| 617 WESTWOOD AVENUE | RIVER VALE | NJ | 07675 | 113830615 | 501(C)(3) | $4,844 | N/A | N/A | SUPPORT GRANT |
| TRUMAN STATE UNIVERSITY | |||||||||
| 100 E NORMAL | KIRKSVILLE | MO | 63501 | 436005833 | 501(C)(3) | $4,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| UNIVERSITY OF WISCONSIN-MADISON | |||||||||
| 333 EAST CAMPUS MALL 10501 | MADISON | WI | 53715 | 396006492 | 501(C)(3) | $2,000 | N/A | N/A | HUNTINGTON MEMORIAL SCHOLARSHIP |
| UNIVERSITY OF CONNECTICUT | |||||||||
| 233 GLENBROOK ROAD UNIT 4100 | STORRS | CT | 06269 | 060772160 | 501(C)(3) | $2,000 | N/A | N/A | HUNTINGTON MEMORIAL SCHOLARSHIP |
| MARYVILLE UNIVERSITY | |||||||||
| 650 MARYVILLE UNIVERSITY DRIVE | ST LOUIS | MO | 63141 | 430653369 | 501(C)(3) | $3,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| UNIVERSITY OF ST THOMAS | |||||||||
| 2115 SUMMIT AVE | ST PAUL | MN | 55105 | 410693970 | 501(C)(3) | $1,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| ST JOSEPH'S UNIVERSITY | |||||||||
| 5600 CITY UNIVERSITY | PHILADELPHIA | PA | 19131 | 231352674 | 501(C)(3) | $4,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| PENNSYLVANIA STATE UNIVERSITY | |||||||||
| 103 SHIELDS BUILDING | UNIVERSITY PARK | PA | 16802 | 246000376 | 501(C)(3) | $2,000 | N/A | N/A | HUNTINGTON MEMORIAL SCHOLARSHIP |
| UNIVERSITY OF PUERTO-RICO RIO PIEDRAS | |||||||||
| APARTADO 23353 | SAN JUAN | PR | 00931 | 660433760 | 501(C)(3) | $1,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| UNIVERSITY OF CONNECTICUT | |||||||||
| 233 GLENBROOK RD UNIT 4100 | STORRS | CT | 06269 | 060772160 | 501(C)(3) | $9,000 | N/A | N/A | STUART A ROBERTSON SCHOLARSHIP |
| ST JOHN'S UNIVERSITY | |||||||||
| 101 ASTOR PL | NEW YORK | NY | 10003 | 111630830 | 501(C)(3) | $2,000 | N/A | N/A | STUART A ROBERTSON SCHOLARSHIP |
| UNIVERSITY OF NEBRASKA - LINCOLN | |||||||||
| PO BOX 880411 | LINCOLN | NE | 68588 | 470049123 | 501(C)(3) | $3,000 | N/A | N/A | STUART A ROBERTSON SCHOLARSHIP |
| UNIVERSITY OF MICHIGAN - ANN ARBOR | |||||||||
| 515 E JEFFERSON ST | ANN ARBOR | MI | 48109 | 386006309 | 501(C)(3) | $3,000 | N/A | N/A | STUART A ROBERTSON SCHOLARSHIP |
| PENNSYLVANIA STATE UNIVERSITY | |||||||||
| 109 SHIELDS BUILDING | UNIVERSITY PARK | PA | 16802 | 246000376 | 501(C)(3) | $9,000 | N/A | N/A | STUART A ROBERTSON SCHOLARSHIP |
| BUTLER UNIVERSITY | |||||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | 350867977 | 501(C)(3) | $2,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| GEORGIA STATE UNIVERSITY | |||||||||
| 33 GILMER STREET | ATLANTA | GA | 30303 | 586002050 | 501(C)(3) | $3,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| GEORGIA STATE UNIVERSITY | |||||||||
| PO BOX 4029 | ATLANTA | GA | 30302 | 586002050 | 501(C)(3) | $4,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| UNIVERSITY OF NOTRE DAME | |||||||||
| 100 MAIN BUILDING | NOTRE DAME | IN | 46556 | 350868188 | 501(C)(3) | $2,250 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| UNIVERSITY OF CENTRAL FLORIDA | |||||||||
| 4000 CENTRAL FLORIDA BLVD | ORLANDO | FL | 32816 | 592924021 | 501(C)(3) | $3,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| DRAKE UNIVERSITY | |||||||||
| 2507 UNIVERSITY AVE | DES MOINES | IA | 50311 | 420680460 | 501(C)(3) | $8,000 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| ILLINOIS STATE UNIVERSITY | |||||||||
| CAMPUS BOX 2320 | NORMAL | IL | 61790 | 376014070 | 501(C)(3) | $4,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| FLORIDA STATE UNIVERSITY | |||||||||
| 282 CHAMPIONS WAY | TALLAHASSEE | FL | 32306 | 591961248 | 501(C)(3) | $3,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||||
| PO BOX 7398 | AUSTIN | TX | 78713 | 746000203 | 501(C)(3) | $1,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| RICE UNIVERSITY | |||||||||
| 6100 MAIN ST | HOUSTON | TX | 77005 | 741109620 | 501(C)(3) | $3,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| TEMPLE UNIVERSITY | |||||||||
| 1801 N BROAD STREET | PHILADELPHIA | PA | 19122 | 231365971 | 501(C)(3) | $3,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| UNIVERSITY OF ILLINOIS - URBANA CHAMPAIGN | |||||||||
| 620 E JOHN ST | CHAMPAIGN | IL | 61820 | 376000511 | 501(C)(3) | $2,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| UNIVERSITY OF NEBRASKA - LINCOLN | |||||||||
| PO BOX 880411 | LINCOLN | NE | 68588 | 470049123 | 501(C)(3) | $2,000 | N/A | N/A | HUNTINGTON MEMORIAL SCHOLARSHIP |
| UNIVERSITY OF CALIFORNIA-SANTA BARBARA | |||||||||
| 2103 SAASB | SANTA BARBARA | CA | 93106 | 956006145 | 501(C)(3) | $3,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| WILLIAMS COLLEGE | |||||||||
| PO BOX 37 | WILLIAMSTOWN | MA | 01269 | 042104847 | 501(C)(3) | $3,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| UNITED WAY OF METROPOLITAN CHICAGO | |||||||||
| 333 S WABASH AVE 30TH FLOOR | CHICAGO | IL | 60604 | 300200478 | 501(C)(3) | $4,952 | N/A | N/A | SUPPORT GRANT |
| GREEN VALLEY RANCH HIGH SCHOOL | |||||||||
| 4800 TELLURIDE ST BUILDING 2 | DENVER | CO | 80249 | 841602733 | 501(C)(3) | $500 | N/A | N/A | MODELING THE FUTURE |
| COCHRANE-FOUNTAIN CITY SCHOOL DISTRICT | |||||||||
| S2770 - 35 | FOUNTAIN CITY | WI | 54629 | 396023973 | 501(C)(3) | $500 | N/A | N/A | MODELING THE FUTURE |
| HARRISONBURG HIGH SCHOOL | |||||||||
| 1001 GARBERS CHURCH ROAD | HARRISONBURG HIGH SCHO | VA | 22801 | 541546731 | 501(C)(3) | $500 | N/A | N/A | MODELING THE FUTURE |
| DANVILLE HIGH SCHOOL | |||||||||
| 202 E FAIRCHILD AVE | DANVILLE | IL | 61832 | 376004781 | 501(C)(3) | $500 | N/A | N/A | MODELING THE FUTURE |
| UNIVERSITY OF ILLINOIS | |||||||||
| 1901 S FIRST ST SUITE A M/C 685 | CHAMPAIGN | IL | 61820 | 376000511 | 501(C)(3) | $5,000 | N/A | N/A | SUPPORT GRANT |
| ACHIEVEMENT FIRST HARTFORD ACADEMY HIGH SCHOOL | |||||||||
| 305 GREENFIELD ST | HARTFORD | CT | 06112 | 262236909 | 501(C)(3) | $3,000 | N/A | N/A | GRANT FOR MATH TUTORING |
| FRIENDS OF COLUMBIA SECONDARY SCHOOL | |||||||||
| 425 WEST 123RD | NEW YORK | NY | 10027 | 361146491 | 501(C)(3) | -$9,426 | N/A | N/A | RETURN OF GRANT - ADVANCING STUDENT ACHIEVEMENT |
| UNIVERSITY OF WISCONSIN-MADISON | |||||||||
| 333 EAST CAMPUS MALL 10501 | MADISON | WI | 53715 | 396006492 | 501(C)(3) | $4,500 | N/A | N/A | DIVERSITY SCHOLARSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 70 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|
| ERM PRIZE 2017 | 1 | $2,500 | SCHOLARSHIP |
| ELIZABETH M. MAURO AWARD | 4 | $3,477 | SCHOLARSHIP |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PT I LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHEDULED INTERVALS OVER THE TIME OF THE GRANT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $30,321 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1: | EVERY AMERICAN HAS THE OPPORTUNITY TO BE FINANCIALLY SECURE. A FUTURE WHERE FINANCIAL WORRIES AND STRESSES ALL BUT DISAPPEAR. THROUGH THE UNIQUE TALENTS OF ACTUARIES, THAT DREAM CAN BECOME A REALITY BEGINNING TODAY WITH MATH EDUCATION. IT IS NOW MORE IMPORTANT THAN EVER TO HARNESS THE MATHEMATICAL POTENTIAL OF OUR YOUTH. ECONOMIC DEVELOPMENT AND GROWTH IS CONTINGENT ON INDIVIDUALS RECEIVING A QUALITY MATH EDUCATION TO ENSURE CONTINUED TECHNOLOGICAL AND SCIENTIFIC PROGRESS. BY MAKING MATH MORE APPEALING TO YOUNGER GENERATIONS, WE CAN INSPIRE THEM TO CHOOSE DEGREES AND CAREERS THAT WILL HELP THEM MEANINGFULLY CONTRIBUTE TO THEIR COMMUNITIES AND SECURE THEIR FINANCIAL WELL-BEING. PROBLEM-SOLVING SKILLS ARE ESSENTIAL IN A PERSON'S WORK AND PERSONAL LIFE. WHAT TEACHES PEOPLE TO THINK CRITICALLY AND SOLVE CHALLENGES? MATH. EVERY DAY, IN MANY WAYS, MATH IMPACTS THE WORLD. THAT IS WHY THE ACTUARIAL FOUNDATION STRIVES TO EQUIP THE PUBLIC WITH THE TOOLS IT NEEDS TO MAKE INFORMED DECISIONS AND CULTIVATE THE NEXT GENERATION OF MATH-SKILLED THINKERS. |
| FORM 990, PART III, LINE 4D: | FROM YOUNG TO OLD, FROM UNDERGRADUATES TO THOSE CHANGING CAREERS, FROM THE DISADVANTAGED TO THE GIFTED, THE FOUNDATION CHANGES LIVES THROUGH MATH EDUCATION, PROMOTES THE ACTUARIAL PROFESSION AND CULTIVATES THE NEXT GENERATION OF ACTUARIES THROUGH VARIOUS SCHOLARSHIP PROGRAMS. FIFTY ONE PERCENT OF ALL SCHOLARSHIP RECIPIENTS ACHIEVE ACTUARIAL DESIGNATION. IN 2016, THE FOUNDATION AWARDED 48 DIVERSITY SCHOLARSHIPS. IN 2016, THE ACTUARY OF TOMORROW STUART A. ROBERTSON MEMORIAL SCHOLARSHIP, THE CURTIS E. HUNTINGTON MEMORIAL SCHOLARSHIP AND THE CARIBBEAN ACTUARIAL SCHOLARSHIP AWARDED STUDENTS PURSUING STUDIES IN MATH AND ACTUARIAL SCIENCE WITH 15 SCHOLARSHIPS WORTH $44,000, WHILE THE ACTUARY A CAREER CHANGE: ELIZABETH M. MAURO REIMBURSEMENT PROGRAM PROVIDED 7 INDIVIDUALS MAKING THE TRANSITION TO THE ACTUARIAL PROFESSION WITH $7,000 IN AID. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE SECRETARY/TREASURER HAS REVIEWED THE 990 ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12A: MEMBERS OF THE GOVERNING BODY ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE COMPENSATION COMMITTEE GATHERS INFORMATION REGARDING THE EXECUTIVE DIRECTOR'S SALARY ANNUALLY AND DOCUMENTS PERFORMANCE ALONG WITH ANY MERIT INCREASE. |
| FORM 990, PART VI, SECTION C, LINE 19 | IF REQUESTED, A COPY OF THE 990 IS SENT VIA MAIL OR EMAIL TO THE PARTY REQUESTING. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION NEITHER CHANGED THE OVERSIGHT PROCESS OR THE SELECTION PROCESS DURING THE TAX YEAR. |
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