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EIN 27-5024342

The American College of Trust and Estate Counsel Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Washington
State
District of Columbia
Year formed
1982
Most recent tax filings
2023-04-01
NTEE code, primary
B82: Scholarships, Student Financial Aid Services
Description
The actec Foundation promotes: (a) scholarship and education in Trust, Estate, tax and related areas of The law by supporting scholarship to improve The law and by encouraging teaching, careers and life-long learning in The area; and (b) civic engagem...
Total revenues
$252,171
2023
Total expenses
$231,327
2023
Total assets
$2,583,414
2023
Num. employees
0
2023

Program areas at The American College of Trust and Estate Counsel Foundation

Grant making - The Foundation promotes scholarship and education in Trust, Estate and tax related areas by supporting and encouraging teaching, careers and life long learning.

Grants made by The American College of Trust and Estate Counsel Foundation

GranteeGrant descriptionAmount
The Commons Law CenterGeneral Support$40,000
Duquesne UniversityGeneral Support$20,156

Who funds The American College of Trust and Estate Counsel Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
American College of Trust and Estate Counsel (ACTEC)Sponsorship of the Rudy Ogburn Memorial$9,000
J F Maddox FoundationSpring Fundraising Drive$1,500
AmazonSmile FoundationGeneral Support$248

Personnel at The American College of Trust and Estate Counsel Foundation

NameTitleCompensation
Deborah O McKinnonExecutive Director$0
Kathleen R SherbyTreasurer$0
Melissa J WillmsVice President / Chair , Grant Cte / Director$0
Jeffrey C ThedeVice President / Director$0
Lora G DavisSecretary , Chair , Grant Cte / Director$0
...and 4 more key personnel

Financials for The American College of Trust and Estate Counsel Foundation

RevenuesFYE 04/2023
Total grants, contributions, etc.$205,234
Program services$0
Investment income and dividends$46,560
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$377
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$252,171

Form 990s for The American College of Trust and Estate Counsel Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-042024-04-13990View PDF
2022-042023-02-16990View PDF
2021-042022-01-10990View PDF
2020-042021-04-13990View PDF
2019-042020-10-14990View PDF
...and 7 more Form 990s
Data update history
May 18, 2024
Received grants
Identified 1 new grant, including a grant for $9,000 from American College of Trust and Estate Counsel (ACTEC)
May 18, 2024
Posted financials
Added Form 990 for fiscal year 2023
May 18, 2024
Updated personnel
Identified 3 new personnel
December 29, 2023
Received grants
Identified 1 new grant, including a grant for $1,500 from J F Maddox Foundation
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Grantmaking organizationsSchoolsCharities
Issues
EducationHuman servicesCrime and lawPublic policy
Characteristics
Provides grantsPeer-to-peer fundraisingOperates internationallyEndowed supportFundraising races, competitions, and tournamentsTax deductible donationsNo full-time employees
General information
Address
901 15th St NW 525
Washington, DC 20005
Metro area
Washington-Arlington-Alexandria, DC-VA-MD-WV
County
District of Columbia, DC
Website URL
actecfoundation.org/ 
Phone
(202) 684-8460
IRS details
EIN
27-5024342
Fiscal year end
April
Taxreturn type
Form 990
Year formed
1982
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B82: Scholarships, Student Financial Aid Services
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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