2014-02-21T07:43:07-06:00 2013-04-30 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2012-05-01 275024342 THE AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL FOUNDATION AMER 2026848460 901 15TH STREET NW NO 525 WASHINGTON DC 20005 CYNDA C OTTAWAY 2026848460 2014-02-21 1 ELIZABETH W HELLER P00397829 2022932200 2012 2015-11-30 17:44:51Z TURNEY P BERRY 901 15TH STREET NW NO 525 WASHINGTON DC 20005 158924 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 138204 148689 0 0 5368 10235 0 -9066 143572 149858 131537 15000 0 0 0 0 2422 0 2578 50782 41767 184741 56767 -41169 93091 1129180 1269230 108598 91312 1020582 1177918 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 15000 15000 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. 15000 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 X 30 30 0 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 5.00 2.00 X X 0 0 0 MARTIN HALL 5.00 0.00 X X 0 0 0 BRUCE STONE 5.00 5.00 X X 0 0 0 CYNDA C OTTAWAY 5.00 5.00 X X 0 0 0 HENRY CHRISTENSEN III 2.00 0.00 X 0 0 0 C FRED DANIELS 2.00 2.00 X 0 0 0 MICKEY R DAVIS 2.00 0.00 X 0 0 0 WILLIAM FINESTONE 2.00 0.00 X 0 0 0 TERRENCE M FRANKLIN 2.00 0.00 X 0 0 0 L HENRY GISSEL JR 2.00 0.00 X 0 0 0 MICHAEL G KAPLAN 2.00 0.00 X 0 0 0 CYNTHIA G LAMAR-HART 2.00 0.00 X 0 0 0 WILLIAM P LAPIANA 2.00 0.00 X 0 0 0 LAIRD A LILE 2.00 0.00 X 0 0 0 CARLYN S MCCAFFREY 2.00 0.00 X 0 0 0 HOWARD M MCCUE III 2.00 0.00 X 0 0 0 LOUIS A MEZZULLO 2.00 5.00 X 0 0 0 PETER T MOTT 2.00 0.00 X 0 0 0 DUNCAN E OSBORNE 2.00 5.00 X 0 0 0 MARY F RADFORD 2.00 2.00 X 0 0 0 FRANK P REICHE 2.00 0.00 X 0 0 0 ANNE-MARIE RHODES 2.00 2.00 X 0 0 0 KATHLEEN R SHERBY 2.00 5.00 X 0 0 0 KURT A SOMMER 2.00 0.00 X 0 0 0 SARA R STADLER 2.00 0.00 X 0 0 0 ROBERT D TAISEY 2.00 0.00 X 0 0 0 JEFFREY C THEDE 2.00 0.00 X 0 0 0 MARGARET VAN HOUTEN 2.00 0.00 X 0 0 0 ROBERT A WELLS 2.00 0.00 X 0 0 0 GLEN A YALE 2.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 39999 108690 1939 148689 10235 10235 0 39999 9066 -9066 -9066 149858 0 0 1169 15000 15000 17285 17285 4548 1970 2578 1690 1690 1052 1052 14962 14962 1268 1268 TAXES AND LICENSES 962 962 56767 15000 39189 2578 314168 370342 0 2935 6344 5921 1691 423 813321 889740 0 5790 1129180 1269230 100 5526 106381 85786 2117 0 108598 91312 X 759384 915620 261198 262298 1020582 1177918 1129180 1269230 93091 64245 0 X X 0 1 X 1 0 X 138204 148689 286893 138204 148689 286893 8000 18000 26000 0 8000 18000 26000 260893 8242 10235 18477 8242 10235 18477 146446 158924 305370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 261198 1100 262298 260762 3200 -2764 261198 0.00000 1.00000 0.00000 0 0 6344 5921 423 423 X 251669 64245 28500 92745 158924 -9066 -9066 149858 94333 28500 9066 37566 56767 0 56767 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 FILING PERIODS REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES REPORTED ON PART VIII -9,066. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES REPORTED ON PART VIII 9,066. SILENT AUCTION 39999 39999 9066 39999 39999 9066 9066 -9066 1 SOCIAL SCIENCE RESEARCH NETWORK (SSRN) 2171 MONROE AVE SUITE 203 ROCHESTER NY 14618 593290747 15000 SUPPORT ABSTRACTING ARTICLES ON WILLS, TRUSTS & ESTATES LAW 0 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 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. 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 CONVENTION COORDINATORS INC PO BOX 1645 GREAT FALLS MT 59403 810409544 PLANNING SERVICES MT C 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0