2012-05-15T14:44:28-05:00 2011-12-31 113541817 FRANK MEGALE CPA 9 ALDEN AVENUE N VALLEY STREAM NY 115801001 990 2011-01-01 223773177 THE INSTITUTE FOR QUANTITATIVE RESEARCH IN FINANCE INST 5616517515 PO BOX 6194 CHURCH STREET STATION NEW YORK NY 102496194 DALE BERMAN 2127446825 2012-05-15 1 FRANK MEGALE CPA P00030117 5162854839 2012-05-15 2011 2016-02-24 21:20:13Z DALE BERMAN PO BOX 6194 CHURCH STREET STATION NEW YORK NY 102496194 938837 0 X WWW.Q-GROUP.ORG X 2000 DE FORUM TO EVALUATE NEW RESEARCH, QUANTITATIVE APPLICATIONS & PROVIDE SOLUTIONS TO IMPROVE INVESTMENT. 23 22 1 0 0 0 0 0 933000 936000 3038 2837 0 0 936038 938837 52500 60000 0 0 39912 39996 0 0 0 854422 734222 946834 834218 -10796 104619 758333 913040 513909 562997 244424 350043 TO ENCOURAGE THE STUDY OF FINANCE. SUPPORT BASIC AND APPLIED RESEARCH IN THE FIELD OF FIANCIAL ANALYSIS, AND ENCOURAGE THE USE OF ADVANCED MATHEMATICS AND ECONOMETRIC METHODS IN FINANCIAL MANAGEMENT. 0 0 87188 50000 RESEARCH GRANTS IN THE FIELD OF FINANCIAL QUANTITATIVE ANALYSIS TO SUPPORT HIGH QUALITY RESEARCH THAT WILL BE INFORMATIVE AND USEFUL TO PRACTITIONERS IN INVESTMENT MANAGEMENT. 10256 10000 ROGER F. MURRAY ANNUAL PRIZE COMPETITION AWARDED FOR THE QUALITY OF THE RESEARCH PAPERS UPON WHICH THE PRESENTATION AT THE SEMI-ANNUAL SEMINARS ARE BASED. 598552 SEMINARS COVERING VARIOUS ASPECTS OF QUANTITATIVE RESEARCH WHICH PROVIDE AN UNDERSTANDING AND ANALYSIS OF CURRENT EVENTS IN FINANCE AND ECONOMICS AFFECTING THE FIELD OF QUANTITATIVE ANALYSIS. 695996 0 0 0 0 0 0 0 0 0 1 0 0 0 0 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 0 0 0 1 47 0 1 1 0 0 0 0 0 0 X 23 22 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 X FRANK MEGALE CPA 5162854839 9 ALDEN AVENUE N VALLEY STREAM NY 115801001 JAMES L FARRELL JR 0.00 X X 0 0 0 GILBERT HAMMER 0.00 X X 0 0 0 WILLIAM L FOUSE 0.00 X X 0 0 0 DALE BERMAN 40.00 X X 37000 0 0 MARY L CAHILL 0.00 X 0 0 0 ROGER G CLARKE 0.00 X 0 0 0 WAYNE H WAGNER 0.00 X 0 0 0 ARNOLD S WOOD 0.00 X 0 0 0 MICHELLE R CLAYMAN 0.00 X 0 0 0 LAURENCE B SIEGEL 0.00 X 0 0 0 RALPH P GOLDSTICKER 0.00 X 0 0 0 JOANNE M HILL 0.00 X 0 0 0 ROBERT E BUTMAN 0.00 X 0 0 0 ROBERT GARVY 0.00 X 0 0 0 JAMES P GORDON 0.00 X 0 0 0 MICHAEL J HOGAN 0.00 X 0 0 0 KATRINA F SHERRERD 0.00 X 0 0 0 LEO GUZMAN 0.00 X 0 0 0 BRETT HAMMOND 0.00 X 0 0 0 MARC R REINGANUM 0.00 X 0 0 0 SANDIP BHAGAT 0.00 X 0 0 0 RODNEY N SULLIVAN 0.00 X 0 0 0 KENNETH J WINSTON 0.00 X 0 0 0 37000 0 0 0 0 0 0 0 SPONSOR DUES 900099 912000 912000 SEMINAR FEES 900099 24000 24000 936000 2837 2837 938837 936000 0 2837 60000 60000 37000 18500 18500 2996 1498 1498 26700 26700 1598 1598 529875 529875 4457 4457 ADMINISTRATION, CLERICA 71159 23921 47238 COMMITTEES EXPENSES 50594 35416 15178 PRINTING AND PUBLICATIO 23513 5080 18433 RESEARCH PROJECTS COORD 20000 20000 6326 1706 4620 834218 695996 138222 0 84641 615200 845437 9000 49206 67317 14905 14905 0 0 286 286 758333 913040 49909 27997 92000 85000 372000 450000 513909 562997 X 34424 140043 210000 210000 244424 350043 758333 913040 X 104619 1000 X 0 1 1 X 0 14905 14905 0 0 938837 834218 104619 1000 1000 105619 938837 0 938837 0 938837 834218 0 834218 0 834218 1 RESEARCH GRANT - ELICITING MARKET EXPECTATIONS IN DATA-RICH ENVIRONMENTS 2 10000 RESEARCH GRANT - THE WORLD PRICE OF CREDIT RISK 4 10000 RESEARCH GRANT - FINANCIAL MARKET DISLOCATIONS 1 10000 RESEARCH GRANT - HOW DOES INFORMATION IMPACT VOLATILITY 2 10000 RESEARCH GRANT - THE OBSERVER EFFECT: DOES PUBLICATION DESTROY RETURN PREDICTABILITY 2 10000 ROGER F MURRAY PRIZE - PRIZE COMPETITION TO RECOGNIZE SCIENTIFIC ACHIEVEMENT IN QUANTITATIVE FINANCIAL RESEARCH. AWARDED TO INDIVIDUALS WHO PRESENT RESEARCH AT THE SEMI-ANNUAL SEMINARS. 7 10000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZTION GRANTS FUNDS TO SUPPORT ACADEMIC RESEARCH IN QUANTITATIVE ANALYSIS & FINANCE THAT IS OF INTEREST TO THE INVESTMENT MANAGEMENT COMMUNITY. THE RESEARCH COORDINATOR KEEPS TRACK OF ALL OUTSTANDING RESEARCH PROJECTS & MAINTAINS PROPER CORRESPONDENCE FILES FOR ALL PROJECTS. IF A PROJECT IS NOT PROGRESSING SATISFACTORILY, THE RESEARCH COORDINATOR, IN CONSULTATION WITH THE RESEARCH COMMITTEE, WILL HELP TERMINATE THE PROJECT. THE RESEARCH COORDINATOR COLLECTS THE PAPERS PRODUCED BY ITS SUPPORTED AUTHORS & HELPS THE RESEARCH COMMITTEE DETERMINE WHEN AUTHORS SATISFACTORILY COMPLETE THEIR PROJECTS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A NON-STOCK NOT-FOR-PROFIT CORPORATION WITH MEMBERS. THERE ARE NO CLASSES OF MEMBERSHIP. EACH MEMBER IS ENTITLED TO ONE VOTE. THE MEMBERS ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THERE ARE NO CLASSES OF MEMBERSHIP. EACH MEMBER IS ENTITLED TO ONE VOTE. THE MEMBERS ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS APPROVES THE ADMISSION OF NEW MEMBERS. RATIFICATION OF ADMISSION OF NEW MEMBERS IS REQUIRED BY THE CURRENT MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE FINAL VERSION OF THE FORM 990 (INCLUDING REQUIRED SCHEDULES)IS E-MAILED TO THE SECRETARY-TREASURER BEFORE THE FORM IS FILED. THE SECRETARY-TREASURER (WHO IS ALSO ON THE BOARD OF DIRECTORS) REVIEWS THE FORM. THE APPROVED FORM IS THEN SIGNED BY THE SECRETARY-TREASURER. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: PRIOR PERIOD ADJUSTMENTS: 1,000.