Nonprofit · EIN 13-2967185
CASUALTY ACTUARIAL SOCIETY TRUST
Tax-exempt · ARLINGTON, VA 22203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-EZ | $52,982 | $27,500 | $25,482 | $272,749 | $0 | $272,749 |
| September 30, 2024 | 990-EZ | $32,812 | $52,031 | -$19,219 | $247,267 | $0 | $247,267 |
| September 30, 2023 | 990-EZ | $20,489 | $30,000 | -$9,511 | $266,486 | $0 | $266,486 |
Financial details: 990-EZ for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $52,982
Expenses
- Grants and similar amounts paid
- $27,500
- Compensation of officers, directors and key employees
- $0
- Program services (functional)
- $27,500
Balance sheet and other
- Total assets, start of year
- $247,267
- Total assets, end of year
- $272,749
- Total liabilities, end of year
- $0
- Net assets, end of year
- $272,749
- Cash, savings and investments
- $272,749
- Gross receipts
- $52,982
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD MONCHER | TRUSTEE | 2 | $0 |
| ANTHONY BUSTILLO | TRUSTEE | 2 | $0 |
| VICTOR CARTER-BEY | CHIEF EXECUTIVE OFFICER | 2 | $0 |
990-EZ for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD MONCHER | TRUSTEE | 2 | $0 |
| ANTHONY BUSTILLO | TRUSTEE | 2 | $0 |
| VICTOR CARTER-BEY | CHIEF EXECUTIVE OFFICER | 2 | $0 |
990-EZ for the year ended September 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY HOSFORD | TRUSTEE | 2 | $0 |
| ANTHONY BUSTILLO | TRUSTEE | 2 | $0 |
| VICTOR CARTER-BEY | CHIEF EXECUTIVE OFFICER | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 4350 FAIRFAX DR STE 250, ARLINGTON, VA 22203-1620
- Signed the 990-EZ
- VICTOR R CARTER-BEY, CHIEF EXECUTIVE OFFICER
- Phone
- (703) 276-3100
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE CASUALTY ACTUARIAL SOCIETY TRUST AFFORDS MEMBERS AND OTHERS AN INCOME TAX DEDUCTION FOR CONTRIBUTIONS OF FUNDS TO BE USED FOR SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. THE LIBRARY FUNCTION OF THE SOCIETY IS MANAGED BY THE TRUST. THE TRUST WAS QUALIFIED BY THE INTERNAL REVENUE SERVICE ON FEBRUARY 26, 1979, AS A NON-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE OFFICERS OF THE SOCIETY SERVE AS TRUSTEES. AS FUNDS PERMIT THEY WILL BE MADE AVAILABLE FOR SUCH USES AS SCHOLARSHIPS AND RESEARCH GRANTS. THE CAS TRUST SCHOLARSHIP PROGRAM AND THE REINSURANCE PRIZE ARE CURRENTLY FUNDED BY THE TRUST.
Program accomplishments
- SCHOLARSHIPS ARE AWARDED ON THE BASIS OF INDIVIDUAL MERIT. THE CAS TRUST SCHOLARSHIP PROGRAM WILL AWARD SCHOLARSHIPS IN THE AMOUNT OF $5,000 AND $2,500 TO DESERVING STUDENTS ANNUALLY. THE SCHOLARSHIP'S INTENT IS TO FURTHER STUDENTS' INTEREST IN THE PROPERTY/CASUALTY PROFESSION AND ENCOURAGE PURSUIT OF THE CAS DESIGNATION. PREFERENCE WILL BE GIVEN TO APPLICANTS WHO HAVE NOT YET WON THE CAS TRUST SCHOLARSHIP.Expenses $27,500 · grants $27,500
- CAS TRUST AWARDS: THE REINSURANCE AWARD IS MADE TO THE AUTHOR(S) OF THE BEST PAPER(S) NOMINATED FOR THE PRIZE AS DETERMINED BY THE CAS COMMITTEE ON REINSURANCE RESEARCH. THE RONALD BORNHUETTER LOSS RESERVE AWARD IS MADE TO THE AUTHOR(S) OF THE BEST PAPER(S) NOMINATED FOR THE AWARD AS DETERMINED BY THE CAS COMMITTEE ON RESERVES.
- THE ELIZABETH MAURO AWARD PROGRAM WAS CREATED TO PROVIDE FINANCIAL ASSISTANCE TO CAREER CHANGERS ASPIRING TO TRANSITION INTO THE ACTUARIAL PROFESSION. THE AWARD IS GRANTED TO RECIPIENTS THAT MEETING THE ELIGIBILITY CRITERIA AND BE USED WITHIN TWO YEARS OF THE AWARD DATE.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-EZ on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-EZ on file |
IRS record
- EIN
- 13-2967185
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1979
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $272,749
- Income (IRS master file)
- $52,982
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | September 2025 | $52,982 | $27,500 | $272,749 | XML |
| 990-EZ | September 2024 | $32,812 | $52,031 | $247,267 | XML |
| 990-EZ | September 2023 | $20,489 | $30,000 | $266,486 | XML |
| 990-EZ | September 2022 | – | – | – | IRS |
| 990-EZ | September 2021 | – | – | – | IRS |
| 990-EZ | September 2020 | – | – | – | IRS |
| 990-EZ | September 2019 | – | – | – | IRS |
| 990-EZ | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-2967185).
Questions about CASUALTY ACTUARIAL SOCIETY TRUST
- What is the EIN of CASUALTY ACTUARIAL SOCIETY TRUST?
- The employer identification number (EIN) of CASUALTY ACTUARIAL SOCIETY TRUST is 13-2967185.
- Is CASUALTY ACTUARIAL SOCIETY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to CASUALTY ACTUARIAL SOCIETY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does CASUALTY ACTUARIAL SOCIETY TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CASUALTY ACTUARIAL SOCIETY TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CASUALTY ACTUARIAL SOCIETY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended September 2025.
- Who are the officers and directors of CASUALTY ACTUARIAL SOCIETY TRUST?
- The 990-EZ for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does CASUALTY ACTUARIAL SOCIETY TRUST have?
- On its 990-EZ for the year ended September 30, 2025 it reported revenue of $52,982, expenses of $27,500 and total assets of $272,749 at year end.
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