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Nonprofiteer
← CASUALTY ACTUARIAL SOCIETY TRUST

Form 990-EZ for tax year 2023

Filed by CASUALTY ACTUARIAL SOCIETY TRUST.

Totals

Total revenue
$32,812
Total expenses
$52,031
Contributions and grants received
$32,812
Grants paid
$47,500
Program service revenue
not reported
Membership dues (line 3)
not reported
Investment income (line 4)
not reported
Gain or loss on sale of assets (line 5c)
not reported
Gaming and fundraising events, net (line 6d)
not reported
Gross profit on inventory sales (line 7c)
not reported
Other revenue (line 8)
not reported
Total assets, end of year
$247,267
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$247,267
Program service expenses (Part III)
$0

Program services were 0.0% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.

Mission and programs · 2023

Primary exempt purpose

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.

  • 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.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part IV

  • Richard Moncher

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Anthony Bustillo

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Victor Carter-Bey

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part IV of the Form 990-EZ: compensation, contributions to benefit plans, expense account, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990_ez
Tax year
2023
Filed
4 August 2025
IRS schema version
2023v6.0
Source object
202512189349200706

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