2018-10-04T16:08:29-05:00 2017-12-31 113541817 FRANK MEGALE CPA 9 ALDEN AVENUE N VALLEY STREAM NY 115801001 990 2017-01-01 223773177 THE INSTITUTE FOR QUANTITATIVE RESEARCH IN FINANCE INST 2124963155 C/O JAFFE MGMT 555 8TH AVE NO 1902 NEW YORK NY 10018 RICHARD R LINDSEY CHAIRMAN 2123191328 2018-10-04 1 FRANK MEGALE CPA P00030117 5162854839 2018-10-04 2017 2022-09-23 18:48:47Z RICHARD R LINDSEY C/O JAFFE MGMT 555 8TH AVE STE 1902 NEW YORK NY 10018 1116143 0 X WWW.Q-GROUP.ORG X 2000 DE FORUM TO EVALUATE NEW RESEARCH, QUANTITATIVE APPLICATIONS & PROVIDE SOLUTIONS TO IMPROVE INVESTMENT. 17 17 0 0 0 0 0 0 1114750 1115250 906 893 0 0 1115656 1116143 -8000 -2000 0 0 43109 0 0 0 0 980390 796352 1015499 794352 100157 321791 1334560 1278643 569169 175461 765391 1103182 TO ENCOURAGE THE STUDY OF FINANCE. SUPPORT BASIC AND APPLIED RESEARCH IN THE FIELD OF FIANCIAL ANALYSIS, AND ENCOURAGE THE USE OF ADVANCED MATHEMATICS AND ECONOMETRIC METHODS IN FINANCIAL MANAGEMENT. 0 0 11238 -12000 RESEARCH RECOGNITION IN THE FIELD OF FINANCIAL QUANTITATIVE ANALYSIS TO SUPPORT HIGH QUALITY RESEARCH THAT WILL BE INFORMATIVE AND USEFUL TO PRACTITIONERS IN INVESTMENT MANAGEMENT.PROGRAM TO RECOGNIZE SUPERIOR ACADEMIC WORKING PAPERS WITH POTENTIAL APPLICATIONS IN THE FIELDS OF INVESTMENT MANAGEMENT AND FINANCIAL MARKETS. 10344 10000 ROGER F. MURRAY ANNUAL PRIZE COMPETITION AWARDED FOR THE QUALITY OF THE RESEARCH PAPERS UPON WHICH THE PRESENTATION AT THE SEMI-ANNUAL SEMINARS ARE BASED. 664075 SEMINARS COVERING VARIOUS ASPECTS OF QUANTITATIVE RESEARCH WHICH PROVIDE AN UNDERSTANDING AND ANALYSIS OF CURRENT EVENTS IN FINANCE AND ECONOMICS AFFECTING THE FIELD OF QUANTITATIVE ANALYSIS. 685657 0 0 0 0 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 21 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 X JAFFE MANAGEMENT INC 2124943155 555 8TH AVENUE SUITE 1902 NEW YORK NY 10018 X GILBERT HAMMER VICE-CHAIRMAN 0.00 X X 0 0 0 MARY L CAHILL DIRECTOR 0.00 X 0 0 0 ROGER G CLARKE DIRECTOR 0.00 X 0 0 0 CLIFFORD S ASNESS DIRECTOR 0.00 X 0 0 0 MICHELLE R CLAYMAN DIRECTOR 0.00 X 0 0 0 LAURENCE B SIEGEL DIRECTOR 0.00 X 0 0 0 JOANNE M HILL EXECUTIVE VICE PRESIDENT 0.00 X X 0 0 0 JAMES P GORDON DIRECTOR 0.00 X 0 0 0 KATRINA F SHERRERD DIRECTOR 0.00 X 0 0 0 LEOPOLDO E GUZMAN DIRECTOR 0.00 X 0 0 0 BRETT HAMMOND VICE-CHAIRMAN 0.00 X X 0 0 0 MARC R REINGANUM EXECUTIVE VICE PRESIDENT 0.00 X X 0 0 0 KENNETH J WINSTON DIRECTOR 0.00 X 0 0 0 RICHARD R LINDSEY CHAIRMAN 0.00 X X 0 0 0 MEHDI MAHMUD DIRECTOR 0.00 X 0 0 0 ANDREW ANG DIRECTOR 0.00 X 0 0 0 BARBARA S PETITT DIRECTOR 0.00 X 0 0 0 0 0 0 0 0 0 0 0 SPONSOR DUES 900099 916500 916500 SEMINAR FEES 900099 198750 198750 1115250 893 893 1116143 1115250 0 893 -2000 -2000 12800 12800 584161 584161 4231 4231 ADMINISTRATION, CLERICA 142653 63042 79611 COMMITTEES EXPENSES 26000 18200 7800 RESEARCH PROJECTS COORD 20000 20000 BAD DEBT 3250 3250 3257 2254 1003 794352 685657 108695 0 74369 131756 1152785 1059484 22750 63100 84656 24303 1334560 1278643 76169 64961 12000 481000 110500 569169 175461 X 555391 893182 210000 210000 765391 1103182 1334560 1278643 321791 16000 0 X 0 1 X 1 0 0 1116143 0 1116143 0 1116143 794352 0 794352 0 794352 1 ROGER F MURRAY PRIZE - PRIZE COMPETITION TO RECOGNIZE SCIENTIFIC ACHIEVEMENT IN QUANTITATIVE FINANCIAL RESEARCH. AWARDED TO INDIVIDUALS WHO PRESENT RESEARCH AT THE SEMI-ANNUAL SEMINARS. 4 10000 JACK L. TREYNOR PRIZE - A PROGRAM TO RECOGNIZE SUPERIOR ACADEMIC WORKING PAPERS WITH POTENTIAL APPLICATIONS IN THE FIELDS OF INVESTMENT MANAGEMENT AND FINANCIAL MARKETS. RESEARCH GRANT AWARDED IN 2011 CANCELED 2 -6000 RESEARCH GRANT AWARDED IN 2013 CANCELED 2 -6000 PART I, LINE 2: THE ORGANIZTION SUSPENDED IN 2014 GRANT FUNDING TO SUPPORT ACADEMIC RESEARCH IN QUANTITATIVE ANALYSIS & FINANCE THAT IS OF INTEREST TO THE INVESTMENT MANAGEMENT COMMUNITY. THE RESEARCH COORDINATOR KEEPS TRACK OF ALL OUTSTANDING RESEARCH PROJECTS & MAINTAINS PROPER CORRESPONDENCE FILES FOR ALL PROJECTS. IF A PROJECT IS NOT PROGRESSING SATISFACTORILY, THE RESEARCH COORDINATOR, IN CONSULTATION WITH THE RESEARCH COMMITTEE, WILL HELP TERMINATE THE PROJECT. THE RESEARCH COORDINATOR COLLECTS THE PAPERS PRODUCED BY ITS SUPPORTED AUTHORS & HELPS THE RESEARCH COMMITTEE DETERMINE WHEN AUTHORS SATISFACTORILY COMPLETE THEIR PROJECTS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A NON-STOCK NOT-FOR-PROFIT CORPORATION WITH MEMBERS. THERE ARE NO CLASSES OF MEMBERSHIP. EACH MEMBER IS ENTITLED TO ONE VOTE. THE MEMBERS ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THERE ARE NO CLASSES OF MEMBERSHIP. EACH MEMBER IS ENTITLED TO ONE VOTE. THE MEMBERS ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS APPROVES THE ADMISSION OF NEW MEMBERS. RATIFICATION OF ADMISSION OF NEW MEMBERS IS REQUIRED BY THE CURRENT MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL VERSION OF THE FORM 990 (INCLUDING REQUIRED SCHEDULES)IS SENT TO THE CHAIRMAN BEFORE THE FORM IS FILED. THE CHAIRMAN (WHO IS ALSO ON THE BOARD OF DIRECTORS) REVIEWS THE FORM. THE APPROVED FORM IS THEN SIGNED BY THE CHAIRMAN. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.