Form 990-EZ for tax year 2023
Filed by AMERICAN SOCIETY OF PENSION ACTUARIES PENS EDUC & RES FDN INC.
Totals
- Total revenue
- $13,865
- Total expenses
- $13,865
- Contributions and grants received
- $13,865
- Grants paid
- $13,325
- 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
- $18,145
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $18,145
- Program service expenses (Part III)
- $13,325
Program services were 96.1% 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 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.
-
EDUCATIONAL: FOUNDATION PROVIDES FUNDING TO FOSTER EXCELLENCE IN PENSION EDUCATION. SCHOLARSHIP ASSISTANCE MONIES ARE GIVEN TO EDUCATIONAL INSTITUTIONS TO BENEFIT ACTUARIAL STUDENTS.
Expenses $13,325 · Grants $13,325
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part IV
-
Brian H GraffBRIAN H GRAFF
CHIEF EXECUTIVE OFFICER
- Total calculated
- $0
- Hours/week
- 1
-
Miriam G MatrangolaMIRIAM G MATRANGOLA
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey A AchesonJEFFREY A ACHESON
PRESIDENT ELECT
- Total calculated
- $0
- Hours/week
- 1
-
Marjorie MannMARJORIE MANN
TREASURER
- Total calculated
- $0
- Hours/week
- 1
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
- 9 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202401309349202705
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