2017-10-06T11:32:13-05:00 2016-12-31 060903326 WHITTLESEY & HADLEY PC 280 TRUMBULL ST 24TH FL HARTFORD CT 06103 990 2016-01-01 202458799 LL GLOBAL EDUCATION FOUNDATIONINC LLGL 8606883358 300 DAY HILL ROAD WINDSOR CT 06095 DAVID MARCONE CHIEF ACCOUNTING OFFICER 8606883358 2017-10-06 1 LISA WILLS P00634355 8605223111 198.0.144.57 2017-10-06 12:02:15 ED P 711C17007CBF3AA1F6842E678502E2D7E51FCDBC CD9B3692460CE8C38B10B29A16111150BB4FFD65 2016 2021-01-29 14:40:06Z ROBERT KERZNER 300 DAY HILL ROAD WINDSOR CT 06095 456687 0 X N/A X 2005 CT PROMOTE AND FUND RESEARCH, STUDIES, AND PROJECTS ON NEW AND DEVELOPING ELEMENTS, TRENDS, AND PRACTICES OF THE INSURANCE AND FINANCIAL SERVICES INDUSTRY. PROVIDE SCHOLARSHIP AND OTHER TUITION FUNDING FOR EDUCATORS, AUTHORS, RESEARCHERS, AND OTHER MEMBERS OF THE PUBLIC IN FIELDS OF EDUCATION WHOSE STUDIES RELATE TO THE INSURANCE AND FINANCIAL SERVICES INDUSTRY; AND ENCOURAGE PROFESSIONAL DEVELOPMENT AMONG INSURANCE AND FINANCIAL SERVICES STUDENTS, EMPLOYEES AND PROFESSIONALS FOR THE BENEFIT OF A BETTER INFORMED PUBLIC. 3 0 0 0 0 0 25000 5000 0 0 12297 25926 0 0 37297 30926 0 0 0 0 0 0 0 0 0 19297 16942 19297 16942 18000 13984 1144283 1162093 0 0 1144283 1162093 X PROMOTE AND FUND RESEARCH, STUDIES, AND PROJECTS ON NEW AND DEVELOPING ELEMENTS, TRENDS, AND PRACTICES OF THE INSURANCE AND FINANCIAL SERVICES INDUSTRY. PROVIDE SCHOLARSHIP AND OTHER TUITION FUNDING FOR EDUCATORS, AUTHORS, RESEARCHERS, AND OTHER MEMBERS OF THE PUBLIC IN FIELDS OF EDUCATION WHOSE STUDIES RELATE TO THE INSURANCE AND FINANCIAL SERVICES INDUSTRY, AND ENCOURAGE PROFESSIONAL DEVELOPMENT AMONG INSURANCE AND FINANCIAL SERVICES STUDENTS, EMPLOYEES AND PROFESSIONALS FOR THE BENEFIT OF A BETTER INFORMED PUBLIC. 0 0 13992 PROMOTE AND FUND RESEARCH, STUDIES, AND PROJECTS ON NEW AND DEVELOPING TRENDS, AND PRACTICES OF THE INSURANCES AND FINANCIAL SERVICES INDUSTRY. 13992 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X DAVID MARCONE 8606883358 300 DAY HILL ROAD WINDSOR CT 06095 ROBERT KERZNER CEO, PRESIDENT 1.00 50.00 X X 0 2370725 13250 DAVID MARCONE CHIEF ACCOUNTING OFFICER 1.00 50.00 X 0 158885 32676 JEFFREY HASTY SECRETARY 1.00 50.00 X 0 296730 37982 CURTIS H CONNER FORMER VICE PRESIDENT, TREASURER 1.00 50.00 X 0 319532 30802 0 3145872 114710 0 1 1 0 0 5000 5000 51687 51687 400000 425761 -25761 -25761 -25761 30926 0 0 25926 2950 2950 13992 13992 16942 13992 2950 0 109059 29810 5399 1035224 1126884 1144283 1162093 0 0 X 1144283 1162093 1144283 1162093 1144283 1162093 13984 3826 0 X X 0 1 X 1 0 X 1100000 27000 25000 5000 1157000 1100000 27000 25000 5000 1157000 1157000 9701 39405 60954 51687 161747 1318747 0.87730 0.91280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2016. MANAGEMENT CONTINUOUSLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. THE ORGANIZATION WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION WHICH IT IS PART OF. 0 0 0 0 0 0 0 0 0 ROBERT KERZNER CEO, PRESIDENT 0 775000 0 1133750 0 461975 0 13250 0 0 0 2383975 0 0 DAVID MARCONE CHIEF ACCOUNTING OFFICER 0 146364 0 7521 0 5000 0 7944 0 24732 0 191561 0 0 JEFFREY HASTY SECRETARY 0 219730 0 77000 0 0 0 13250 0 24732 0 334712 0 0 CURTIS H CONNER FORMER VICE PRESIDENT, TREASURER 0 223350 0 75000 0 21182 0 13250 0 17552 0 350334 0 0 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING FORM 990 AN ELECTRONIC VERSION OF FORM IS PROVIDED TO ALL BOARD MEMBERS AND OFFICERS FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS AN ETHICS COMMITTEE WHICH IS COMPRISED OF OFFICIALS OF ITS CONTROLLING ENTITY (LL GLOBAL, INC.). IN ADDITION TO THESE RESOURCES FOR REPORTING AN ETHICS CONCERN, THE ORGANIZATION UTILIZES THE SERVICES OF AN EXTERNAL HOTLINE TO REPORT POSSIBLE ETHICAL CONCERNS. ALL CONCERNS REPORTED TO THE HOTLINE WILL BE REVIEWED AND INVESTIGATED AS APPROPRIATE. THE PURPOSE OF THE CONFLICT OF INTEREST POLICY IS TO PROPTECT THE INTERESTS OF THE ORGANIZATION WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR DIRECTOR OF THE ORGANIZATION OR MIGHT RESULT IN A POSSIBLE EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR LEGITIMATE BUSINESS REASONS. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR LL GLOBAL INC 300 DAY HILL ROAD WINDSOR CT 06095 261339203 PROVIDES SERVICES TO INSURANCE INDUSTRY CT 501(C)(6) 0 LL GLOBAL SERVICES INC 300 DAY HILL ROAD WINDSOR CT 06095 061638159 PROVIDES SERVICES TO INSURANCE INDUSTRY CT LL GLOBAL INC C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0