2013-03-14T12:19:31-05:00 2012-04-30 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2011-05-01 275024342 THE AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL FOUNDATION AMER 2026848460 901 15TH STREET NW NO 525 WASHINGTON DC 20005 BRUCE STONE 2026848460 2013-03-14 1 FREDERICK LONGWOOD P00439715 2022932200 2011 2016-03-07 17:11:31Z X CYNDA C OTTAWAY 901 15TH STREET NW NO 525 WASHINGTON DC 20005 148801 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 0 0 0 138204 0 5368 0 143572 131537 0 0 2422 2422 50782 184741 -41169 1129180 108598 1020582 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 131537 131537 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. 131537 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 6 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 CYNDA C OTTAWAY 5.00 X X 0 0 0 TURNEY BERRY 5.00 X X 0 0 0 KATHLEEN R SHERBY 5.00 X X 0 0 0 BRUCE STONE 5.00 X X 0 0 0 STEVE BRAND 5.00 X X 0 0 0 EDWARD J BECKWITH 2.00 X 0 0 0 C FRED DANIELS 2.00 X 0 0 0 WILLIAM FINESTONE 2.00 X 0 0 0 TERRENCE FRANKLIN 2.00 X 0 0 0 L HENRY GISSEL JR 2.00 X 0 0 0 MARTIN HALL 2.00 X 0 0 0 CAROL A HARRINGTON 2.00 X 0 0 0 SUSAN T HOUSE 2.00 X 0 0 0 MICHAEL G KAPLAN 2.00 X 0 0 0 LAIRD A LILE 2.00 X 0 0 0 CARLYN S MCCAFFREY 2.00 X 0 0 0 HOWARD M MCCUE III 2.00 X 0 0 0 LOUIS A MEZZULLO 2.00 X 0 0 0 KAREN M MOORE 2.00 X 0 0 0 DUNCAN E OSBORNE 2.00 X 0 0 0 MARY RADFORD 2.00 X 0 0 0 ANNE-MARIE RHODES 2.00 X 0 0 0 SUSAN KIMSEY SMITH 2.00 X 0 0 0 KURT A SOMMER 2.00 X 0 0 0 SARA R STADLER 2.00 X 0 0 0 FRANK P REICHE 2.00 X 0 0 0 ROBERT TAISEY 2.00 X 0 0 0 JEFFREY C THEDE 2.00 X 0 0 0 ROBERT A WELLS 2.00 X 0 0 0 GLEN A YALE 2.00 X 0 0 0 0 0 0 0 0 0 0 0 138204 1900 138204 8242 8242 2355 5229 -2874 -2874 -2874 143572 0 0 5368 131537 131537 9665 9665 2422 2422 22368 22368 3781 3781 2588 2588 10605 10605 1269 1269 TAXES AND LICENSES 506 506 184741 131537 50782 2422 314168 6344 4653 0 1691 813321 0 1129180 100 106381 0 2117 0 108598 X 759384 261198 0 1020582 0 1129180 X -41169 1061751 X X 0 1 1 X 0 X 138204 138204 138204 138204 0 0 0 138204 8242 8242 8242 8242 146446 146446 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 260762 3200 -2764 261198 1.00000 0 0 6344 4653 1691 1691 DUE FROM ACTEC 2117 2117 143572 184741 -41169 11769 1049982 1061751 1020582 183841 11769 28500 40269 143572 0 143572 213241 28500 28500 184741 0 184741 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. THE FISCAL YEAR 2008 THROUGH 2011 TAX YEARS REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 8 - OTHER ADJUSTMENTS: ACQUISITION OF NET ASSETS 1,049,982. 1 7TH MARY MOERS WENIG WRITING COMPETITION - VERMONT LAW SCHOOL 164 CHELSEA STREET PO BOX 96 SOUTH ROYALTON VT 05068 237251952 501(C)(3) 11537 FURTHER PROGRAM SERVICE ACCOMPLISHMENTS UNIVERSITY OF TENNESSEE - CLINICAL EDUCATION PROGRAM TRUST & ESTATE WORK 1505 W CUMBERLAND AVE KNOXVILLE TN 379961810 626001636 501(C)(3) 25000 FURTHER PROGRAM SERVICE ACCOMPLISHMENTS UNIVERSITY OF WYOMING FOUNDATION 1200 E IVINSON LARAMIE WY 82070 830201971 501(C)(3) 95000 FURTHER PROGRAM SERVICE ACCOMPLISHMENTS FURTHER PROGRAM SERVICE ACCOMPLISHMENTS FURTHER PROGRAM SERVICE ACCOMPLISHMENTS 3 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 RETURN IS REVIEWED BY MANAGEMENT AND A DESIGNATED BOARD MEMBER. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 11,769. ACQUISITION OF NET ASSETS 1,049,982. TOTAL TO FORM 990, PART XI, LINE 5: 1,061,751. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. THE AMERICAN COLLEGE OF TRUST AND ESTATE 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0