2018-01-11T11:56:44-06:00 2017-04-30 521855942 Tate and Tryon 2021 L Street NW Suite 400 Washington DC 20036 990 2016-05-01 275024342 THE AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL FOUNDATION AMER 2026848460 901 15th Street NW No 525 Washington DC 20005 James D Spratt Jr treasurer 2026848460 2018-01-11 1 Elizabeth Heller P00397829 2022932200 216.59.105.130 2018-01-11 11:56:39 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 8B6C6DF7A8E3B84B5AE7D1943EC3750B5C691B8F 2016 2021-01-29 14:40:06Z L Henry Gissel Jr 901 15th Street NW No 525 Washington DC 20005 260063 0 X www.actecfoundation.org X 2011 DE 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. 31 31 0 31 0 0 108604 129388 0 0 29596 90915 0 0 138200 220303 37250 159430 0 0 0 0 0 0 27051 62874 75070 100124 234500 38076 -14197 1515372 1732538 51718 157448 1463654 1575090 X The ACTEC Foundation promotes: (a) 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; and (b) civic engagement of individual Fellows of the American College of Trust and Estate Counsel through programs and activities which serve the general community, including those who are at risk and underserved. 0 0 159430 159430 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 areas; and civic engagement of individual fellows through programs and activities which serve the general community, including those who are at risk and underserved. 159430 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 X 31 31 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X brendan mcginn 2026848460 901 15th Street NW No 525 Washington DC 20005 X Martin Hall President 5.00 0.00 X X 0 0 0 L Henry Gissel Jr Vice President 5.00 0.00 X X 0 0 0 John A Terrill II Treasurer 5.00 10.00 X X 0 0 0 Stephen R Akers Secretary 5.00 10.00 X X 0 0 0 Elaine M Bucher Director 2.00 2.00 X 0 0 0 Henry Christensen III Director 2.00 0.00 X 0 0 0 C Fred Daniels Director 2.00 0.00 X 0 0 0 Mickey R Davis Director 2.00 2.00 X 0 0 0 P Daniel Donohue Director 2.00 0.00 X 0 0 0 David M English Director 2.00 0.00 X 0 0 0 Charles D Fox IV Director 2.00 10.00 X 0 0 0 Lynne K Green Director 2.00 2.00 X 0 0 0 Susan T House Director 2.00 10.00 X 0 0 0 Cynthia G Lamar-Hart Director 2.00 0.00 X 0 0 0 William P LaPiana Director 2.00 0.00 X 0 0 0 Laird A Lile Director 2.00 2.00 X 0 0 0 James M Maddox Director 2.00 0.00 X 0 0 0 C Kevin McCrindle Director 2.00 2.00 X 0 0 0 Judith W McCue Director 2.00 0.00 X 0 0 0 Peter T Mott Director 2.00 0.00 X 0 0 0 Barry A Nelson Director 2.00 0.00 X 0 0 0 Cynda C Ottaway Director 2.00 20.00 X 0 0 0 John T Rogers Jr Director 2.00 0.00 X 0 0 0 Joshua S Rubenstein Director 2.00 0.00 X 0 0 0 Margaret E W Sager Director 2.00 2.00 X 0 0 0 Kurt A Sommer Director 2.00 2.00 X 0 0 0 James D Spratt Jr Director 2.00 2.00 X 0 0 0 Bruce Stone Director 2.00 2.00 X 0 0 0 Robert E Temmerman Jr Director 2.00 2.00 X 0 0 0 Margaret Van Houten Director 2.00 2.00 X 0 0 0 Richard D Woods Director 2.00 0.00 X 0 0 0 Susan L Abbott Director 2.00 0.00 X 0 0 0 Ann B Burns Director 2.00 2.00 X 0 0 0 Stephenie B Casteel Director 2.00 0.00 X 0 0 0 Erik Dryburgh Director 2.00 0.00 X 0 0 0 Susan N Gary Director 2.00 2.00 X 0 0 0 0 0 0 0 0 0 0 0 129388 129388 32075 32075 98600 39760 58840 58840 58840 220303 0 0 90915 135481 135481 23949 23949 10290 10290 16881 16881 31311 4260 27051 2427 2427 11400 11400 1598 1598 taxes and licenses 1163 1163 234500 159430 48019 27051 118586 123026 1000 17150 13535 7942 3636 5593 1385739 1586769 6411 0 1515372 1732538 2341 2887 49377 131223 0 23338 51718 157448 X 1194231 1279800 22117 269423 273173 1463654 1575090 1515372 1732538 -14197 125633 0 X X 0 1 X 1 0 X 148689 164006 151055 108604 129388 701742 148689 164006 151055 108604 129388 701742 18000 45000 5000 11700 79700 0 18000 45000 5000 11700 79700 622042 10235 13605 21201 27379 32075 104495 10235 13605 21201 27379 32075 104495 158924 177611 172256 135983 161463 806237 0.77150 0.12960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 254565 3750 36975 295290 275974 3600 -1630 23379 254565 264298 1525 20522 10371 275974 262298 2000 264298 261198 1100 262298 0.92510 0.07490 0 0 13535 7942 5593 5593 Due to ACTEC 23338 23338 460760 125633 131705 257338 203422 16881 16881 220303 349324 131705 131705 217619 16881 16881 234500 1 University of Iowa 118 S Clinton Street Iowa City IA 52242 426004813 115 20000 Grant for University of Iowa Symposium 1 0 Mary Moers Wenig Student Writing Competition 5 10000 Young Leaders Program Grant 12 13949 Part I, Line 2: Organization receives report from the grantees at the organizaton's Annual Meeting, as well as receives copies of any output from the grant (publications, papers, etc.). Form 990, Part VI, Section A, line 1 THE EXECUTIVE COMMITTEE SHALL INCLUDE THE PRESIDENT, VICE PRESIDENT, SECRETARY, TREASURER AND THE CHAIR OF THE GRANTS COMMITTEE. 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 A, line 2 JOHN A. TERRILL II AND MARGARET E.W. SAGER - BUSINESS RELATIONSHIP 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 XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. AMERICAN COLLEGE OF TRUST & ESTATE COUNSEL 901 15TH STREET NW SUITE 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