2024-11-11T07:44:44-06:00 2023-12-31 440160260 FORVIS MAZARS LLP 135 WEST 50TH STREET NEW YORK NY 100200002 990 2023-01-01 921373494 INVESTMENT DIVERSITY ADVISORY COUNCIL INC INVE 2124963155 330 WEST 38TH STREET SUITE 1105 NEW YORK NY 10018 JOE BLAIR TREASURER 2124963155 2024-11-09 1 0 TAMAR PLOTZKER P02047230 2128127000 2023 2024-10-15 13:58:12Z X SAM AUSTIN 330 WEST 38TH STREET SUITE 1105 NEW YORK NY 10018 762628 0 X HTTPS://IDAC.NET X 2022 DE TO INCREASE DIVERSITY, EQUITY AND INCLUSION WITHIN THE ASSET MANAGEMENT INDUSTRY 15 15 0 17 0 0 0 0 521990 758300 0 4328 0 0 521990 762628 0 0 0 0 0 0 0 0 0 242031 436799 242031 436799 279959 325829 279959 608388 0 2600 279959 605788 X INVESTMENT DIVERSITY ADVISORY COUNCIL (IDAC) WAS LAUNCHED IN FEBRUARY 2020 AS AN INDEPENDENTLY OPERATING FORUM FOR INVESTMENT ORGANIZATIONS TO SHARE BEST PRACTICES AND DOCUMENT PROGRESS ON DIVERSITY, EQUITY AND INCLUSION IN THE ASSET MANAGEMENT INDUSTRY. IDAC'S MISSION IS TO BRING TOGETHER LIKE-MINDED ASSET ALLOCATORS, ASSET MANAGERS, ADVOCACY GROUPS, PROFESSIONAL SOCIETIES AND ACADEMICS COMMITTED TO TAKING PRACTICAL STEPS TO FULLY ENGAGE THE BEST TALENT FROM ALL SOURCES TO MEET OUR STAKEHOLDER OBJECTIVES; TO PROMOTE TRANSPARENCY, STRUCTURE STANDARDS AND PRACTICAL STEPS THAT CAN DRIVE THE INTEGRATION OF DEI THROUGHOUT OUR INDUSTRY; AND TO SHARE BEST PRACTICES, CASE STUDIES, AND IMPLEMENTATION ROADMAPS ILLUSTRATING DIFFERENT PATHS TO SUCCESS AND EXAMPLES FOR OVERCOMING CHALLENGES ALONG THE WAY. 0 0 DURING 2023 THE ORGANIZATION HELD THE IDAC GLOBAL SUMMIT IN CHICAGO WHERE WE BROUGHT TOGETHER MORE THAN 350 LEADERS IN OUR INDUSTRY TO DISCUSS THE DIVERSITY CHALLENGES OF THE TIME. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 X JAFFE MANAGEMENT INC 2124963155 330 WEST 38TH STREET SUITE 1105 NEW YORK NY 10018 X SAM AUSTIN CHAIR 5.00 X X 0 0 0 BILL BRAXTON CO-VICE CHAIR 5.00 X X 0 0 0 REGINALD SCANTLEBURY CO-VICE CHAIR 5.00 X X 0 0 0 JOE BLAIR TREASURER 5.00 X X 0 0 0 STEPHANIE ROBERTS SECRETARY 5.00 X X 0 0 0 ALEX WIGGINS BOARD MEMBER 5.00 X 0 0 0 ANGELA MILLER-MAY BOARD MEMBER 5.00 X 0 0 0 ANGELA OLDEN BOARD MEMBER (THROUGH 11/2023) 5.00 X 0 0 0 DEBORAH GALLEGOS BOARD MEMBER (THROUGH 11/2023) 5.00 X 0 0 0 ERICA SEREMETA BOARD MEMBER 5.00 X 0 0 0 GABRIEL RODRIGUEZ BOARD MEMBER 5.00 X 0 0 0 JONATHAN GLIDDEN BOARD MEMBER 5.00 X 0 0 0 LAUREN MATHIAS BOARD MEMBER 5.00 X 0 0 0 MACHEL ALLEN BOARD MEMBER 5.00 X 0 0 0 MINA PACHECO NAZEMI BOARD MEMBER 5.00 X 0 0 0 SAMANTHA GRANT BOARD MEMBER 5.00 X 0 0 0 TERI NOBLE BOARD MEMBER 5.00 X 0 0 0 0 0 0 0 0 0 0 MVP COLLABORATIVE 1751 E LINCOLN AVENUE MADISON HEIGHTS MI 48071 MARKETING & COMMUNICATIONS 113508 1 SPONSORSHIP INCOME 813920 549500 549500 SUMMIT REGISTRANTS 813920 198300 198300 MEMBERSHIP DUES 813920 10500 10500 758300 4328 4328 762628 758300 0 4328 65790 3200 1250 13745 8965 3405 3022 1450 PROGRAM EVENTS 335972 436799 279959 505261 103127 279959 608388 2600 0 2600 X 0 0 0 0 279959 605788 279959 605788 279959 608388 325829 0 X 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE ONE CLASS OF MEMBERS. INDIVIDUALS AND ENTITIES THAT ARE AFFILIATED WITH THE INVESTMENT MANAGEMENT INDUSTRY OR THE BROADER FINANCIAL SERVICES INDUSTRY AS WELL AS INDIVIDUALS WHO WORK, ADVISE OR CONTRACT WITH FINANCIAL INSTITUTIONS SHALL BE ELIGIBLE FOR MEMBERSHIP ON APPROVAL BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE AUDIT COMMITTEE CHAIRS, BOARD PRESIDENT AND BOARD TREASURER, AND WILL BE SENT TO ALL BOARD MEMBERS AFTER IT IS FILED AND WILL BE MADE AVAILABLE UPON REQUEST TO MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY COVERS DIRECTORS, OFFICERS AND COMMITTEE MEMBERS OF IDAC AND REQUIRES EACH TO SIGN AN ANNUAL STATEMENT WHEREBY THEY AFFIRM COMPLIANCE WITH THE POLICY AND/OR DISCLOSURE OF ALL CONFLICTS OF INTEREST. CURRENTLY, THE BOARD REVIEWS ANNUAL DISCLOSRE STATEMENTS AND TAKES APPROPRIATE MEASURES IF A POTENTIAL OR ACTUAL CONFLICT EXISTS. PERSONS WITH AN INTEREST IN ANY MATTER UNDER REVIEW BY THE BOARD ARE NOT PERMITTED TO BE PRESENT AT OR PARTICIPATE IN ANY DELIBERATIONS OR VOTING BY THE BOARD WITH RESPECT TO THE MATTER GIVING RISE TO THE POTENTIAL CONFLICT, AND MUST NOT ATTEMPT TO INFLUENCE IMPROPERLY THE DELIBERATION OR VOTING ON SUCH MATTER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC.