2024-05-09T14:58:21-05:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990EZ 2023-01-01 521093826 AMERICAN SOCIETY OF PENSION ACTUARIES EDUCATION & RESEARCH FOUNDATION INC AMER 7035169300 4401 NORTH FAIRFAX DRIVE 600 ARLINGTON VA 22203 BRIAN H GRAFF CEO 7035169300 2024-05-09 1 BRIAN GRAFF 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X N/A X X 13865 X 13865 13865 13325 515 25 13865 0 18145 0 18145 18145 18145 18145 18145 0 0 18145 18145 X THE FOUNDATION IS ORGANIZED FOR THE PURPOSE OF PROVIDING FINANCIAL ASSISTANCE TO STUDENTS OF ACTUARIAL SCIENCE OR TOPICS RELATED TO THE DESIGN AND DEVELOPMENT OF EMPLOYEE BENEFIT RETIREMENT PLANS OR TO ANYONE ENGAGED IN RESEARCH THAT WILL CONTRIBUTE TO THE SUM OF KNOWLEDGE AVAILABLE IN SUCH AREAS. EDUCATIONAL: FOUNDATION PROVIDES FUNDING TO FOSTER EXCELLENCE IN PENSION EDUCATION. SCHOLARSHIP ASSISTANCE MONIES ARE GIVEN TO EDUCATIONAL INSTITUTIONS TO BENEFIT ACTUARIAL STUDENTS. 13325 13325 13325 BRIAN H GRAFF CHIEF EXECUTIVE OFFICER 1.00 0 0 0 MIRIAM G MATRANGOLA PRESIDENT 1.00 0 0 0 JEFFREY A ACHESON PRESIDENT ELECT 1.00 0 0 0 MARJORIE MANN TREASURER 1.00 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRIAN SHORT 4401 NORTH FAIRFAX DRIVE 600 ARLINGTON VA 22203 7035169300 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X X 1 AMERICAN SOCIETY OF PENSION PROFESSIONALS AND ACTUARIES 751247887 10 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 2: AMERICAN SOCIETY OF PENSION PROFESSIONALS AND ACTUARIES IS A 501(C)(6). PART I, LINE 12G (III): AMERICAN SOCIETY OF PENSION PROFESSIONALS AND ACTUARIES IS A 501(C)(6). FOR PURPOSES OF THE SUPPORTING ORGANIZATION CALCULATIONS, IT IS TESTED PURSUANT TO THE 509(A)(2) PUBLIC SUPPORT TEST. PART IV, SECTION A, LINE 1: THE ORGANIZATION IS DESIGNED TO SUPPORT STUDENTS OF ACTUARIAL SCIENCE OR OTHER TOPICS RELATED TO THE DESIGN AND DEVELOPMENT OF EMPLOYEE BENEFIT RETIREMENT PLANS, OR TO ANYONE ENGAGED IN RESEARCH WHICH WILL CONTRIBUTE TO THE SUM OF KNOWLEDGE IN SUCH AREAS, A CHARITABLE CLASS BENEFITED BY THE MISSION OF THE SUPPORTED ORGANIZATION, THE AMERICAN SOCIETY OF PENSION PROFESSIONALS AND ACTUARIES. PART IV, SECTION A, LINE 3B: THE SUPPORTED ORGANIZATION PASSES THE PUBLIC SUPPORT TEST UNDER 509(A)(2), AND THIS IS DETERMINED ANNUALLY. PART IV, SECTION A, LINE 3C: EXPENDITURES ARE MADE ONLY FOR THE BENEFIT OF THE CHARITABLE CLASS THAT IS DESIGNATED IN THE ORGANIZATION'S BYLAWS. PART I, LINE 12G, COLUMN IV: THE FOUNDATION OPERATES TO SUPPORT THE CHARITABLE ACTIVITIES OF THE AMERICAN SOCIETY OF PENSION PROFESSIONALS AND ACTUARIES (ARA). THE ORIGINAL BYLAWS, ESTABLISHED IN 1976, DID NOT MENTION THE ORGANIZATION BY NAME, BUT IN ITS OPERATIONS THE FOUNDATION IS A SUPPORTING ORGANIZATION TO ARA. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: THE ACTUARIAL FOUNDATION. GRANTEE ADDRESS: 475 N MARTINGALE ROAD, #600 SCHAUMBURG, IL 60173. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 13,325. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BANK FEES. AMOUNT: 25.