2015-03-03T09:43:42-06:00 2014-04-30 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2013-05-01 275024342 THE AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL FOUNDATION AMER 2026848460 901 15TH STREET NW NO 525 WASHINGTON DC 20005 SUSAN T HOUSE TREASURER 2026848460 2015-03-03 1 ELIZABETH HELLER P00397829 2022932200 2013 2016-02-25 16:41:14Z MARTIN HALL 901 15TH STREET NW NO 525 WASHINGTON DC 20005 259056 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. 30 30 0 30 0 0 148689 164006 0 0 10235 94969 -9066 0 149858 258975 15000 126500 0 0 0 0 0 0 5638 41767 35408 56767 161908 93091 97067 1269230 1417420 91312 106121 1177918 1311299 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 126500 126500 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. 126500 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 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 5 0 1 0 0 0 0 0 0 0 0 0 0 0 X 30 30 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 TURNEY P BERRY PRESIDENT 5.00 2.00 X X 0 0 0 MARTIN HALL VICE PRESIDENT 5.00 0.00 X X 0 0 0 CYNDA C OTTAWAY TREASURER 5.00 10.00 X X 0 0 0 SUSAN T HOUSE 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 2.00 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 TERRENCE M FRANKLIN DIRECTOR 2.00 2.00 X 0 0 0 L HENRY GISSEL DIRECTOR 2.00 0.00 X 0 0 0 MICHEL G KAPLAN DIRECTOR 2.00 0.00 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 CARLYN S MCCAFFREY DIRECTOR 2.00 0.00 X 0 0 0 C KEVIN MCCRINDLE DIRECTOR 2.00 0.00 X 0 0 0 LOUIS A MEZZULLO DIRECTOR 2.00 2.00 X 0 0 0 PETER T MOTT DIRECTOR 2.00 0.00 X 0 0 0 DUNCAN E OSBORNE DIRECTOR 2.00 20.00 X 0 0 0 ANNE-MARIE RHODES DIRECTOR 2.00 2.00 X 0 0 0 JOSHUA S RUBENSTEIN DIRECTOR 2.00 0.00 X 0 0 0 KATHLEEN R SHERBY DIRECTOR 2.00 10.00 X 0 0 0 KURT A SOMMER DIRECTOR 2.00 0.00 X 0 0 0 JAMES D SPRATT JR DIRECTOR 2.00 0.00 X 0 0 0 SARA R STADLER DIRECTOR 2.00 0.00 X 0 0 0 BRUCE STONE DIRECTOR 2.00 10.00 X 0 0 0 JEFFREY C THEDE DIRECTOR 2.00 0.00 X 0 0 0 MARGARET VAN HOUTEN DIRECTOR 2.00 0.00 X 0 0 0 ROBERT A WELLS DIRECTOR 2.00 0.00 X 0 0 0 GLEN A YALE DIRECTOR 2.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 164006 1009 164006 13605 13605 81445 81 81364 81364 81364 258975 0 0 94969 113041 113041 13459 13459 9605 9605 5309 5309 6589 951 5638 1565 1565 10948 10948 424 424 TAXES AND LICENSES 968 968 161908 126500 29770 5638 370342 399797 2935 900 6344 6344 423 0 889740 1016723 5790 0 1269230 1417420 5526 908 85786 104827 0 386 91312 106121 X 915620 1047001 262298 264298 1177918 1311299 1269230 1417420 97067 36313 0 X X 0 1 X 1 0 X 138204 148689 164006 450899 138204 148689 164006 450899 8000 18000 45000 71000 0 8000 18000 45000 71000 379899 8242 10235 13605 32082 8242 10235 13605 32082 146446 158924 177611 482981 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 262298 2000 264298 261198 1100 262298 260762 3200 -2764 261198 0.00000 1.00000 0.00000 0 0 6344 6344 0 0 DUE TO ACTEC 386 386 X 318479 36313 28500 64813 253666 5309 5309 258975 185098 28500 28500 156598 5309 5309 161907 PART X, LINE 2: THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. GENERALLY, INCOME TAX RETURNS RELATED TO THE CURRENT YEAR AND THREE PRIOR YEARS REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. 1 HOFSTRA UNIVERSITY - ACTEC JOURNAL STUDENT EDITORIAL BOARD 2171 MONROE AVE SUITE 203 ROCHESTER NY 14618 111630906 501(C)(3) 10000 FURTHER PROGRAM SERVICE ACCOMPLISHMENTS UNIVERSITY OF WYOMING FOUNDATION UNIVERSITY OF WYOMING COLLEGE DEPT 3035 1000 EAST UNIVERSITY AVENUE LARAMIE WY 82071 830201971 501(C)(3) 35000 FURTHER PROGRAM SERVICE ACCOMPLISHMENTS VANDERBILT UNIVERSITY LAW SCHOOL 131 21ST AVENUE SOUTH NASHVILLE TN 372031181 620476822 501(C)(3) 24000 FURTHER PROGRAM SERVICE ACCOMPLISHMENTS 3RD WORLD CONGRESS ON ADULT GUARDIANSHIP 174 CRESTVIEW DRIVE BELLEFONTE PA 168238516 363591860 501(C)(3) 25000 FURTHER PROGRAM SERVICE ACCOMPLISHMENTS 4 0 UNIVERSITY OF WASHINGTON - ACTEC COMMENTARIES 2 2959 MARY MOERS WENIG STUDENT WRITING COMPETITION 7 10500 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 HENRY CHRISTENSEN III AND CARLYN S MCCAFFREY, 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