Nonprofit · EIN 52-1093826
AMERICAN SOCIETY OF PENSION ACTUARIES PENS EDUC & RES FDN INC
Tax-exempt · ARLINGTON, VA 22203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $3,943 | $3,943 | $0 | $18,145 | $0 | $18,145 |
| December 31, 2024 | 990-EZ | $2,655 | $2,655 | $0 | $18,145 | $0 | $18,145 |
| December 31, 2023 | 990-EZ | $13,865 | $13,865 | $0 | $18,145 | $0 | $18,145 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $3,943
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,300
- Other expenses
- $2,643
- Program services (functional)
- $1,174
Balance sheet and other
- Total assets, start of year
- $18,145
- Total assets, end of year
- $18,145
- Total liabilities, end of year
- $0
- Net assets, end of year
- $18,145
- Cash, savings and investments
- $18,145
- Gross receipts
- $3,943
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN H GRAFF | CHIEF EXECUTIVE OFFICER | 1 | $0 |
| MARJORIE MANN | PRESIDENT | 1 | $0 |
| SAMUEL BRANDWEIN | PRESIDENT ELECT | 1 | $0 |
| LYNN YOUNG | TREASURER | 1 | $0 |
990-EZ for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN H GRAFF | CHIEF EXECUTIVE OFFICER | 1 | $0 |
| JEFFREY A ACHESON | PRESIDENT | 1 | $0 |
| MARJORIE MANN | PRESIDENT ELECT | 1 | $0 |
| SAM BRANDWEIN | TREASURER | 1 | $0 |
990-EZ for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN H GRAFF | CHIEF EXECUTIVE OFFICER | 1 | $0 |
| MIRIAM G MATRANGOLA | PRESIDENT | 1 | $0 |
| JEFFREY A ACHESON | PRESIDENT ELECT | 1 | $0 |
| MARJORIE MANN | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4401 FAIRFAX DR STE 600, ARLINGTON, VA 22203-1570
- Signed the 990-EZ
- BRIAN H GRAFF, CEO
- Phone
- (703) 516-9300
- Return prepared by
- GELMAN ROSENBERG & FREEDMAN
Mission
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.
Program accomplishments
- EDUCATIONAL: FOUNDATION PROVIDES FUNDING TO FOSTER EXCELLENCE IN PENSION EDUCATION. SCHOLARSHIP ASSISTANCE MONIES ARE GIVEN TO EDUCATIONAL INSTITUTIONS TO BENEFIT ACTUARIAL STUDENTS.Expenses $1,174
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 52-1093826
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1976
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $18,145
- Income (IRS master file)
- $3,943
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $3,943 | $3,943 | $18,145 | IRS |
| 990-EZ | December 2024 | $2,655 | $2,655 | $18,145 | XML |
| 990-EZ | December 2023 | $13,865 | $13,865 | $18,145 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 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 52-1093826).
Questions about AMERICAN SOCIETY OF PENSION ACTUARIES PENS EDUC & RES FDN INC
- What is the EIN of AMERICAN SOCIETY OF PENSION ACTUARIES PENS EDUC & RES FDN INC?
- The employer identification number (EIN) of AMERICAN SOCIETY OF PENSION ACTUARIES PENS EDUC & RES FDN INC is 52-1093826.
- Is AMERICAN SOCIETY OF PENSION ACTUARIES PENS EDUC & RES FDN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to AMERICAN SOCIETY OF PENSION ACTUARIES PENS EDUC & RES FDN INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AMERICAN SOCIETY OF PENSION ACTUARIES PENS EDUC & RES FDN INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of AMERICAN SOCIETY OF PENSION ACTUARIES PENS EDUC & RES FDN INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AMERICAN SOCIETY OF PENSION ACTUARIES PENS EDUC & RES FDN INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of AMERICAN SOCIETY OF PENSION ACTUARIES PENS EDUC & RES FDN INC?
- The 990-EZ for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does AMERICAN SOCIETY OF PENSION ACTUARIES PENS EDUC & RES FDN INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $3,943, expenses of $3,943 and total assets of $18,145 at year end.
Other nonprofits in ARLINGTON
- RAILROAD EMPLOYEES NATIONAL HEALTH AND WELFARE PLAN TRUST EIN 52-1118310 · last filed 990 for 2024
- NATURE CONSERVANCY EIN 53-0242652 · last filed 990 for 2025
- VIRGINIA HOSPITAL CENTER ARLINGTON HEALTH SYSTEM EIN 54-0505989 · last filed 990 for 2024
- NATIONAL RURAL ELECTRIC COOPERATIVE EIN 56-6208927 · last filed 990 for 2024
- PUBLIC BROADCASTING SERVICE EIN 52-0899215 · last filed 990 for 2025
- SMART - TD HEALTH AND WELFARE PLAN EIN 52-2174651 · last filed 990 for 2024
- PARTNERSHIP FOR SUPPLY CHAIN MANAGE MENT EIN 20-3258654 · last filed 990 for 2025
- AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES EIN 25-0965219 · last filed 990 for 2024