2025-11-13T07:42:42-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 6 RESEARCH DRIVE SUITE 450 SHELTON CT 06484 990 2024-01-01 223773177 INSTITUTE FOR QUANTITATIVE RESEARCH IN FINANCE INST 2127446825 CO JAFFE MGMT 330 W 38TH ST 1105 NEW YORK NY 10018 RICHARD LINDSEY CHAIR 2127446825 2025-11-12 1 1 NICHOLAS DAPAZ P01587481 2033665876 2025-11-10 2024 2025-03-06 01:10:19Z RICHARD LINDSEY C/O JAFFE MGMT 555 8TH AVENUE 1902 NEW YORK NY 10018 537592 0 X Q-GROUP.ORG X 2000 DE FORUM TO EVALUATE NEW RESEARCH, QUANTITATIVE APPLICATIONS AND PROVIDE SOLUTIONS TO IMPROVE INVESTMENT. 13 13 0 15 0 0 0 0 598900 537450 152 142 0 0 599052 537592 10366 10395 0 0 0 0 0 0 0 701004 709292 711370 719687 -112318 -182095 1084052 905441 179682 183166 904370 722275 X THE ORGANIZATION'S MISSION IS TO ENCOURAGE THE STUDY OF FINANCE, SUPPORT BASIC AND APPLIED RESEARCH IN THE FIELD OF FINANCIAL ANALYSIS, AND ENCOURAGE THE USE OF ADVANCED MATHEMATICS AND ECONOMETRIC METHODS IN FINANCIAL MANAGEMENT, AND IN FURTHERANCE THEREOF, TO CONDUCT INVESTIGATIONS AND OTHER RESEARCH ACTIVITIES IN THE FIELDS OF FINANCE AND SECURITIES ANALYSIS. 0 0 552213 10395 537450 THE ORGANIZATION PROVIDES A FORUM FOR INVESTMENT PROFESSIONALS TO ADVANCE THE PRACTICE OF GLOBAL INVESTMENT MANAGEMENT BY CONNECTING INVESTMENT PROFESSIONALS WITH RIGOROUS RESEARCH AND IDEAS AT THE FRONTIER OF THE INDUSTRY. 552213 0 0 0 1 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 0 0 0 0 1 17 0 1 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X JAFFE MANAGEMENT INC 2127446825 330 WEST 38TH STREET 1105 NEW YORK NY 10018 X RICHARD LINDSEY CHAIRMAN 5.00 X X 0 0 0 ANDREW ANG BOARD MEMBER 3.00 X 0 0 0 CLIFFORD ASNESS BOARD MEMBER 1.00 X 0 0 0 VINEER BHANSALI BOARD MEMBER 1.00 X 0 0 0 JAMES GORDON JR BOARD MEMBER 1.00 X 0 0 0 FEIFEL LI BOARD MEMBER 1.00 X 0 0 0 MEHDI MAHMUD BOARD MEMBER 5.00 X 0 0 0 SEBASTIAN PAGE BOARD MEMBER 1.00 X 0 0 0 MUSTAFA SAGUN BOARD MEMBER 1.00 X 0 0 0 LAURANCE SIEGEL BOARD MEMBER 1.00 X 0 0 0 KENNETH WINSTON BOARD MEMBER 1.00 X 0 0 0 ANDREW WEISMAN BOARD MEMBER 1.00 X 0 0 0 GREG VAN INWEGEN BOARD MEMBER 1.00 X 0 0 0 RON KAHN BOARD MEMBER 1.00 X 0 0 0 INNA OKOUNKOVA BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 PROGRAM SERVICE INCOME 900099 537450 537450 537450 142 142 537592 537450 0 142 X 10395 85 12582 178540 26656 7 3368 26993 4151 HOTEL ROOMS 335058 AUDIO EQUIP, RENTALS 112671 BANK FEES 8813 ANNUAL FILING FEE 248 120 719687 198796 163125 771806 572030 0 0 113450 170286 1084052 905441 24682 8666 155000 174500 179682 183166 X 904370 722275 904370 722275 1084052 905441 -182095 0 X X 0 1 X 1 0 0 1 0 1 ROGER F. MURRAY PRIZE 3 10395 PART 1, LINE 2: GRANTS ARE AWARDED BASED ON SPECIFIC CRITERIA AND ARE APPROVED BY THE BOARD COMMITTEE THAT OVERSEES ALL RECIPIENTS OF GRANTS. FORM 990, PART VI, SECTION A, LINE 3 JAFFE MANAGEMENT, INC. PROVIDES MANAGEMENT SERVICES TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 HAS BEEN REVIEWED BY A GROUP OF PERSONS AUTHORIZED TO REVIEW FINANCIAL AND AUDIT MATTERS PRIOR TO FILING. THE FINAL FORM 990 (FILED WITH THE IRS) WILL BE AVAILABLE AT THE NEXT MEETING OF THE BOARD FOR INSPECTION. IN ADDITION, UPON REQUEST OF ANY BOARD MEMBER, A COPY WILL BE PROVIDED. IF THERE ARE ANY MATERIAL CHANGES, AND AMENDED FORM 990 WILL BE FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ENFORCES THE CONFLICT OF INTEREST PROLICY BY MONITORING KNOWN RELATIONSHIPS, QUESTIONNAIRES, AND NOTING ANY CHANGES IN DISCLOSED INFORMATION. ANY CONFLICT IS REVIEWED BY THE BOARD BEFORE A DECISION IS MADE AS TO WHETHER TO APPROVE THE TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS AND OUTSIDE CONTRACTORS 178,540. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS.