2017-02-15T00:00:00-06:00 2016-04-30 521855942 Tate and Tryon 2021 L Street NW Suite 400 Washington DC 20036 990 2015-05-01 275024342 THE AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL FOUNDATION AMER 2026848460 901 15th Street NW No 525 Washington DC 20005 John A Terrill II treasurer 2026848460 2017-02-16 1 Elizabeth Heller P00397829 2022932200 2015 2021-01-29 14:40:06Z MARTIN HALL 901 15th Street NW No 525 Washington DC 20005 234583 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 151055 108604 0 0 594835 29596 0 0 745890 138200 59082 37250 0 0 0 0 0 0 2425 52925 62874 112007 100124 633883 38076 1491791 1515372 50595 51718 1441196 1463654 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 37250 37250 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. 37250 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 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 Charles D Fox IV Treasurer 5.00 10.00 X X 0 0 0 John A Terrill II Secretary 5.00 10.00 X X 0 0 0 John T Bannen Director 2.00 0.00 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 0.00 X 0 0 0 William Finestone Director 2.00 0.00 X 0 0 0 Lynne K Green Director 2.00 0.00 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 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 10.00 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 0.00 X 0 0 0 Kathleen R Sherby 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 20.00 X 0 0 0 Jeffrey C Thede Director 2.00 0.00 X 0 0 0 Margaret Van Houten Director 2.00 2.00 X 0 0 0 Robert A Wells Director 2.00 0.00 X 0 0 0 Richard D Woods Director 2.00 0.00 X 0 0 0 Glen A Yale Director 2.00 0.00 X 0 0 0 Elaine M Bucher Director 2.00 0.00 X 0 0 0 P Daniel Donohue Director 2.00 2.00 X 0 0 0 David M English Director 2.00 0.00 X 0 0 0 James M Maddox Director 2.00 2.00 X 0 0 0 Robert E Temmerman Jr Director 2.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 108604 108604 27379 27379 98600 96383 2217 2217 2217 138200 0 0 29596 16000 16000 21250 21250 8895 8895 15509 15509 6244 3819 2425 1415 1415 6439 6439 Honorarium 23379 23379 taxes and licenses 993 993 100124 37250 60449 2425 115159 118586 28900 1000 9980 6344 0 3636 1345913 1385739 1819 6411 1491791 1515372 3499 2341 47096 49377 50595 51718 X 1165222 1194231 10151 0 265823 269423 1441196 1463654 1491791 1515372 38076 -15618 0 X X 0 1 X 1 0 X 138204 148689 164006 151055 108604 710558 138204 148689 164006 151055 108604 710558 8000 18000 45000 5000 76000 0 8000 18000 45000 5000 76000 634558 8242 10235 13605 21201 27379 80662 8242 10235 13605 21201 27379 80662 146446 158924 177611 172256 135983 791220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 275974 3600 -1630 23379 254565 264298 1525 20522 10371 275974 262298 2000 264298 261198 1100 262298 260762 3200 -2764 261198 0.00000 1.00000 0.00000 0 0 9980 6344 3636 3636 246829 -15618 139756 124138 122691 15509 15509 138200 224371 139756 139756 84615 15509 15509 100124 1 Hofstra University - ACTEC Journal Student Editorial Board 121 Hofstra University Room 256 Hempstead NY 11549 111630906 501 (C) (3) 10000 Further program service accomplishments Social Science Research Network (SSRN) 2171 Monroe Ave Suite 203 Rochester NY 14618 593290747 501 (C) (3) 6000 Further program service accomplishments 2 0 University of Washington - ACTEC Commentaries 3 10570 Mary Moers Wenig Student Writing Competition 5 9500 Young Leaders Program Grant with RPTE 1 1180 Part I, Line 2: ACTEC FOUNDATION'S BOARD OF DIRECTORS RECEIVES A REPORT FROM THE GRANTEES AT THE ANNUAL MEETING. THE ORGANIZATION ALSO RECEIVES COPIES OF ANY OUTPUT (PAPERS) FROM THE GRANT. 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 11 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