ACTUARIAL FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ACTUARIAL FOUNDATION (EIN 36-3968441)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-23
- IRS object ID
- 201621449349300707
- Schema version
- 2015v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-23T10:02:34-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 28th Floor | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606015927 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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) |
|---|---|---|
| In Care Of | % TIFFANY BERGER | InCareOfNm |
| Business Name Control | ACTU | BusinessNameControlTxt |
| Phone | 8477063557 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 N Martingale Rd Ste 500 Suite | 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 | 2016-05-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark Heroux | PreparerPersonNm |
| PTIN | P00959793 | PTIN |
| Phone | 8477063557 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | 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 500 | AddressLine1Txt |
| City | Schaumburg | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,321,735 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 | We offer teachers free math enhancement materials for their classrooms. We provide insight for consumers to efficiently manange changing economic situations. (See Schedule O). | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 165 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,601,262 | PYContributionsGrantsAmt |
| CY Contributions Grants | $921,661 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $359,760 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,703 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$151,148 | PYOtherRevenueAmt |
| CY Other Revenue | -$911 | CYOtherRevenueAmt |
| PY Total Revenue | $1,809,874 | PYTotalRevenueAmt |
| CY Total Revenue | $922,453 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $602,446 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $552,395 | 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 | $21,805 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $563,738 | PYOtherExpensesAmt |
| CY Other Expenses | $536,126 | CYOtherExpensesAmt |
| PY Total Expenses | $1,166,184 | PYTotalExpensesAmt |
| CY Total Expenses | $1,088,521 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $643,690 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$166,068 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,907,010 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,766,629 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $183,004 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $198,553 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,724,006 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,568,076 | 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 | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $576,690 | ExpenseAmt |
| Grant | $356,484 | GrantAmt |
| Desc | Youth Education - The Foundation's focus in youth education covers levels 4-12 through a variety of educational curriculum, programs and grants to enhance the teaching and learning of mathematics. Grants are provided to teachers to develop math enhancing programs for their students that bridge the gap when applying what is learned in the classroom and real-world/hands-on mathematics. These grants are used for material costs to implement their desired math program. The Foundation develops math curriculum, for all learning levels, for teachers' use in the classroom as stand-alone curriculum or to supplement the textbooks provided. The curriculum is provided to teachers and their students at no cost to them. Curriculum developed and disseminated annually reaches over 150,000 teachers, impacting millions of students. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $68,524 | ExpenseAmt |
| Grant | $55,258 | GrantAmt |
| Desc | Research and Actuarial Education - Research grants are provided to support the background work for textbooks, symposia, and publications to add to the advancement of knowledge in the education field of actuarial science. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,985 | ExpenseAmt |
| Desc | Consumer Financial Education - The Foundation provides information in areas where there are gaps in consumer knowledge and understanding of today's financial/economic issues. The materials developed are non-commercial providing unbiased information for consumers (general public) to better prepare themselves for financial decisions that will be made over their lifetime. The Foundation creates and disseminates a Financial Smarts newsletter at no cost to the consumer. A primary outlet of distribution is through the public library system and the general public. We disseminate to over 800 subscribers of print or electronic copies of the newsletter, with thousands of views via web site of this free newsletter. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $180,369 | $140,653 | Scholarships |
| $10,057 | General Foundation Newsletter |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $190,426 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $140,653 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $847,625 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIFFANY BERGER | PersonNm |
| Phone | 8477063620 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 N MARTINGALE ROAD STE 500 | 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 (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|
| Cecil Bykerk | |||
| Trustee | 0.25 | Yes (X) | |
| Thomas Corcoran | |||
| Trustee | 0.25 | Yes (X) | |
| Robert Deutsch | |||
| Trustee | 0.25 | Yes (X) | |
| Doug French | |||
| Chair-Elect | 2.0 | Yes (X) | Yes (X) |
| Michael Fusco | |||
| Trustee | 0.25 | Yes (X) | |
| Maureen Hager | |||
| Trustee | 0.25 | Yes (X) | |
| Helen Galt | |||
| Chair | 2.0 | Yes (X) | Yes (X) |
| John Kollar | |||
| Trustee | 0.25 | Yes (X) | |
| Warren Luckner | |||
| Trustee | 0.25 | Yes (X) | |
| Steve Schreiber | |||
| Trustee | 0.25 | Yes (X) | |
| John Schubert | |||
| Trustee | 0.25 | Yes (X) | |
| Carol Sears | |||
| Trustee | 0.25 | Yes (X) | |
| Dale Yamamoto | |||
| Trustee | 0.25 | Yes (X) | |
| Amanda Young | |||
| Trustee | 0.25 | Yes (X) | |
| Kevin Cormier | |||
| Trustee | 0.25 | Yes (X) | |
| James Forbush | |||
| Trustee | 0.25 | Yes (X) | |
| Jacques Goulet Jr | |||
| Secretary-Treasurer | 0.25 | Yes (X) | Yes (X) |
| Greig Woodring | |||
| Trustee | 0.25 | Yes (X) | |
| Ronald Bachman | |||
| Trustee | 0.25 | Yes (X) | |
| John Ehrhardt | |||
| Trustee | 0.25 | Yes (X) | |
| David Fishbaum | |||
| Trustee | 0.25 | Yes (X) | |
| Jane Hamrick | |||
| Trustee | 0.25 | Yes (X) | |
| Joseph Nichols | |||
| Trustee | 0.25 | Yes (X) | |
| David Sandberg | |||
| Trustee | 0.25 | Yes (X) | |
| Brian Donlan | |||
| Trustee | 0.25 | Yes (X) | |
| Sarah Hamid | |||
| Trustee | 0.25 | Yes (X) | |
| Barry Jacobson | |||
| Trustee | 0.25 | Yes (X) | |
| Charles Marino | |||
| Trustee | 0.25 | Yes (X) | |
| Michael McLaughlin Jr | |||
| Trustee | 0.25 | Yes (X) | |
| Lisa Pawlowski | |||
| Trustee | 0.25 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $61,200 | FundraisingAmt |
| All Other Contributions | $860,461 | AllOtherContributionsAmt |
| Noncash Contributions | $27,254 | NoncashContributionsAmt |
| Total Contributions | $921,661 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $129,019 | TotalRevenueColumnAmt |
| Exclusion | $129,019 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,222,507 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,349,823 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$127,316 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$127,316 | TotalRevenueColumnAmt |
| Exclusion | -$127,316 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $61,200 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $49,459 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$49,459 | TotalRevenueColumnAmt |
| Exclusion | -$49,459 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS SALES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $48,548 | TotalRevenueColumnAmt |
| Exclusion | $48,548 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $48,548 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $922,453 | TotalRevenueColumnAmt |
| Exclusion | $792 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $508,505 | TotalAmt |
| Program Services | $508,505 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,807 | TotalAmt |
| Program Services | $14,807 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,083 | TotalAmt |
| Program Services | $29,083 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,867 | TotalAmt |
| Management And General | $14,867 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,110 | TotalAmt |
| Management And General | $8,110 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,587 | TotalAmt |
| Program Services | $171,364 | ProgramServicesAmt |
| Management And General | $14,664 | ManagementAndGeneralAmt |
| Fundraising | $13,559 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,047 | TotalAmt |
| Management And General | $7,047 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,379 | TotalAmt |
| Program Services | $5,405 | ProgramServicesAmt |
| Management And General | $8,974 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,341 | TotalAmt |
| Program Services | $3,163 | ProgramServicesAmt |
| Management And General | $30,178 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 |
|---|---|---|---|---|
| PROFESSIONAL FEES | $117,709 | $4,657 | $113,052 | |
| REIMBURSED EXP - WAGES | $104,126 | $87,580 | $8,300 | $8,246 |
| STAFF TRAINING | $3,339 | $3,339 | ||
| REIMBURSED EXP - BENEFITS | $23,061 | $23,061 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183 | TotalAmt |
| Management And General | $183 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,088,521 | TotalAmt |
| Program Services | $847,625 | ProgramServicesAmt |
| Management And General | $219,091 | ManagementAndGeneralAmt |
| Fundraising | $21,805 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,411 | BOYAmt |
| EOY | $112,338 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $551,009 | BOYAmt |
| EOY | $131,372 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,721 | BOYAmt |
| EOY | $142,838 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,411 | BOYAmt |
| EOY | $4,505 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,158,458 | BOYAmt |
| EOY | $5,375,576 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,907,010 | BOYAmt |
| EOY | $5,766,629 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,004 | BOYAmt |
| EOY | $198,553 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,004 | BOYAmt |
| EOY | $198,553 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,572,638 | BOYAmt |
| EOY | $3,382,643 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,151,368 | BOYAmt |
| EOY | $2,185,433 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,724,006 | BOYAmt |
| EOY | $5,568,076 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,907,010 | BOYAmt |
| EOY | $5,766,629 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$166,068 | ReconcilationRevenueExpnssAmt |
| Investment Expense | $10,138 | InvestmentExpenseAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $947,689 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $952,480 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $992,384 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,601,262 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $921,661 | CurrentTaxYearAmt |
| Total | $5,415,476 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $947,689 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $952,480 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $992,384 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,601,262 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $921,661 | CurrentTaxYearAmt |
| Total | $5,415,476 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,415,476 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $103,954 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117,737 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $104,619 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $129,019 | CurrentTaxYearAmt |
| Total | $568,729 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $3,565 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,548 | CurrentTaxYearAmt |
| Total | $52,113 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,036,318 | TotalSupportAmt |
| Public Support CY170 | 0.89715 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91059 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,487,770 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $525,996 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $525,996 | RevenueNotReportedAmt |
| Revenue Subtotal | $961,774 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $10,138 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$49,459 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$39,321 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $922,453 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,653,838 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $525,996 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $525,996 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,127,842 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $10,138 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$49,459 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$39,321 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,088,521 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part XI, Line 4b: | Special Event Expense: $49,459 |
| Schedule D, Part XII, Line 4b: | Special Event Expense: $49,459 |
| Schedule D, Part X, Line 2: | 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, 2015 and 2014. The Foundation's tax returns are subject to review and examination by federal and state authorities. The tax returns for the current year as well as fiscal years 2012 and thereafter are open to examination by federal and state authorities. |
Schedule F IRS990ScheduleF
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| Research Grant | North America | 3 | $15,583 | Check | n/a | n/a |
| Research Grant | Europe (Including Iceland and Greenland) | 3 | $8,500 | Check | n/a | n/a |
| ERM Prize 2015 | Europe (Including Iceland and Greenland) | 3 | $5,000 | Check | n/a | n/a |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Refocus Event | Event1Nm |
| Gross Receipts Event1 | $61,200 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $61,200 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $49,459 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $61,200 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $61,200 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $49,459 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $49,459 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$49,459 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| Scholastic Inc | ||||||||||
| 557 Broadway | New York | NY | 10012 | 133385513 | 501(c)(3) | $251,667 | n/a | n/a | Support Grant | |
| Southington Public School District | ||||||||||
| 200 N Main Street | Southington | CT | 06489 | 222516646 | 501(c)(3) | $36,135 | n/a | n/a | Support Grant | |
| Univeristy of Wisconsin - Milwaukee | ||||||||||
| 3202 N Downer Ave | Milwaukee | WI | 53211 | 390743975 | 501(c)(3) | $9,000 | n/a | n/a | Research Grant | |
| Immaculate Heart Central Schools | ||||||||||
| 1 Sterling Place | Watertown | NY | 13603 | 160926742 | 501(c)(3) | $6,340 | n/a | n/a | Research Grant | |
| University of Illinois Urbana-Champaign | ||||||||||
| 1901 S First St | Champaign | IL | 61820 | 376000051 | 501(c)(3) | $7,000 | n/a | n/a | Research Grant | Suite A M/C 685 |
| Hope Academy Charter School | ||||||||||
| 601 Grand Ave | Asbury Park | NJ | 07712 | 223785563 | 501(c)(3) | $9,831 | n/a | n/a | Support Grant | |
| Anderson School District Five for Lakeside | ||||||||||
| 400 Pearman Dairy Road | Anderson | SC | 29625 | 576000222 | 501(c)(3) | $9,650 | n/a | n/a | Support Grant | |
| Friends of Columbia Secondary School | ||||||||||
| 603 West 115th St | New York | NY | 10025 | 261146491 | 501(c)(3) | $9,500 | n/a | n/a | Support Grant | 433 |
| University of Wisconsin - Madison | ||||||||||
| 975 University Ave | Madison | WI | 53706 | 396006492 | 501(c)(3) | $6,330 | n/a | n/a | Research Grant | |
| University of Nebraska - Lincoln | ||||||||||
| 17 Canfield Administration Building | Lincoln | NE | 68588 | 470049123 | 501(c)(3) | $9,000 | n/a | n/a | Scholarship | PO Box 880411 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Research Grant | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $8,654 | CashGrantAmt |
| Valuation Method Used | n/a | ValuationMethodUsedDesc |
| Non Cash Assistance | n/a | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, PT I Line 2: | FormAndLineReferenceDesc |
| Explanation | Grants provided to organizations are required to provide an evaluation at scheduled intervals over the time of the grant. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $27,255 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Stock Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1: | We provide actuaries, researchers, and students the opportunity to benefit from awards and scholarships. |
| Form 990, Part III, Line 4d: | Scholarships - Scholarships are provided to students who have a strong affinity for math and/or who wish to pursue the actuarial science field to recognize and encourage the academic achievements of undergraduate students. Through four scholarship programs, 58 students were awarded scholarships to offset the cost of their education. Expenses: $180,369 Grants of: $140,653. General Foundation Newsletter - This is a quarterly newsletter that highlights the work of The Actuarial Foundation. Content provides the reader with current Foundation activities, impacts made from the grant program, and how to whom the programs of the Foundation have been disseminated. Expenses: $10,056 |
| 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. |
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