This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
No parsed e-filed return is on record for this organization yet, so year-by-year financials are not available.
Asset, income and revenue figures come from the IRS master file (the IRS Exempt Organizations Business Master File), a coarse annual extract. Year-by-year figures appear once the organization's e-filed returns are in the database.
Recipient focus areas
Where recipients are
Based on the 85% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| SOCIETY OF ACTUARIES RESEARCH INSTITUTESCHAUMBURG, IL | RESEARCH GRANT & GENERAL SUPPORT | $569,410 | 2023 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Dillon | PRESIDENT-ELECT | 1.00 | $0 |
| Amanda Hug | PRESIDENT | 1.00 | $0 |
| John Robinson | PRESIDENT | 1.00 | $0 |
| Tim Rozar | PAST PRESIDENT | 1.00 | $0 |
| Ying Zhao | SECRETARY/TREASURER | 1.00 | $0 |
| Karen Anway | BOARD MEMBER | 1.00 | $0 |
| David Boettcher | BOARD MEMBER | 1.00 | $0 |
| Karen Burnett | BOARD MEMBER | 1.00 | $0 |
| Sherry Chan | BOARD MEMBER | 1.00 | $0 |
| Gabriela Dieguez | BOARD MEMBER | 1.00 | $0 |
| Ian Duncan | BOARD MEMBER | 1.00 | $0 |
| Sara Goldberg | BOARD MEMBER | 1.00 | $0 |
| David Ingram | BOARD MEMBER | 1.00 | $0 |
| Lisa Kuklinski | BOARD MEMBER | 1.00 | $0 |
| Jackie Lee | BOARD MEMBER | 1.00 | $0 |
| Melody Prangley | BOARD MEMBER | 1.00 | $0 |
| Daniel Pribe | BOARD MEMBER | 1.00 | $0 |
| Kelly Rabin | BOARD MEMBER | 1.00 | $0 |
| Mary Beth Ramsay | BOARD MEMBER | 1.00 | $0 |
| Hans Wagner | BOARD MEMBER | 1.00 | $0 |
| Jon Wu | BOARD MEMBER | 1.00 | $0 |
| Si Xie | BOARD MEMBER | 1.00 | $0 |
| Mercy Yan | BOARD MEMBER | 1.00 | $0 |
| Greg Heidrich | CEO | 36.00 | $0 |
| Rose B Fealy | COO/CFO | 36.00 | $0 |
| R Dale Hall | MANAGING DIRECTOR RESEARCH | 36.00 | $0 |
| Ken Guthrie | MANAGING DIRECTOR EDUCATION | 36.00 | $0 |
| Courtney Nashan | MANAGING DIRECTOR ENGAGEMENT | 36.00 | $0 |
| Joseph Wurzburger | MANAGING DIRECTOR,STRATEGY | 36.00 | $0 |
| Vicki Baue | GENERAL COUNSEL | 36.00 | $0 |
| Carla Carry | MANAGING DIRECTOR, MARKETING | 36.00 | $0 |
| Andrew Peterson | MANAGING DIRECTOR INTERNATIONAL | 36.00 | $0 |
| Alice Locatelli | MANAGING DIRECTOR OF EXPERIENCE | 36.00 | $0 |
| Monika Mcguire | GENERAL COUNSEL | 36.00 | $0 |
| Stuart Klugman | SR. STAFF FELLOW | 36.00 | $0 |
| Emily Kessler | SR. STAFF FELLOW | 36.00 | $0 |
| Tiffany Stamm | SR. DIRECTOR, FINANCE & FACILITIES | 36.00 | $0 |
| Timothy Moberly | SENIOR DIRECTOR, ITS | 36.00 | $0 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| THE ACTUARIAL FOUNDATIONSCHAUMBURG, IL |
| GENERAL SUPPORT |
| $525,000 |
| 2022 |
| SOCIETY OF ACTUARIES RESEARCH INSTITUTESCHAUMBURG, IL | RESEARCH GRANT & GENERAL SUPPORT | $417,436 | 2024 |
| THE ACTUARIAL FOUNDATIONSCHAUMBURG, IL | UEC DE STIPEND/SCHOLARSHIPS & GRANTS | $320,000 | 2024 |
| SOCIETY OF ACTUARIES RESEARCH INSTITUTESCHAUMBURG, IL | RESEARCH GRANT & GENERAL SUPPORT | $288,975 | 2022 |
| SOCIETY OF ACTUARIES RESEARCH INSTITUTESCHAUMBURG, IL | RESEARCH GRANT | $176,184 | 2021 |
| SOCIETY OF ACTUARIES RESEARCH INSTITUTESCHAUMBURG, IL | RESEARCH GRANT | $127,200 | 2020 |
| ORGANIZATION OF LATINO ACTUARIESCHICAGO, IL | DIVERSITY GRANT | $31,575 | 2021 |
| ORGANIZATION OF LATINO ACTUARIESCHICAGO, IL | DIVERSITY GRANT | $30,000 | 2022 |
| INTERNATIONAL ASSOCIATION OF BLACK ACTUARIESWEST HARTFORD, CT | DIVERSITY GRANT AND SCHOLARSHIPS | $29,800 | 2020 |
| MORGAN STATE UNIVERSITY FOUNDATIONBALTIMORE, MD | UEC DE STIPEND/SCHOLARSHIPS & GRANTS | $17,000 | 2023 |
| MORGAN STATE UNIVERSITY FOUNDATIONBALTIMORE, MD | UEC DE STIPEND/SCHOLARSHIPS & GRANTS | $17,000 | 2024 |
| CASUALTY ACTUARIAL SOCIETYARLINGTON, VA | DIVERSITY GRANT | $13,803 | 2020 |
| MORGAN STATE UNIVERSITYBALTIMORE, MD | DIVERSITY GRANT | $10,000 | 2021 |
| MORGAN STATE UNIVERSITYBALTIMORE, MD | DIVERSITY GRANT | $10,000 | 2022 |
| MORGAN STATE UNIVERSTIY ACTUARIAL SCIENCEBALTIMORE, MD | DIVERSITY GRANT | $8,000 | 2020 |
| HOWARD UNIVERSITYWASHINGTON, DC | UEC DE STIPEND/SCHOLARSHIPS & GRANTS | $8,000 | 2024 |
| HOWARD UNIVERSITYWASHINGTON, DC | SCHOLARSHIPS & GRANTS | $8,000 | 2023 |
| HOWARD UNIVERSITYWASHINGTON, DC | DIVERSITY GRANT | $8,000 | 2020 |
| HOWARD UNIVERSITYWASHINGTON, DC | DIVERSITY GRANT | $8,000 | 2022 |
| UNIVERSITY OF TEXAS EL PASOEL PASO, TX | UEC DE STIPEND/SCHOLARSHIPS & GRANTS | $7,000 | 2024 |
| UTEP HUNT COLLEGE OF BUSINESSEL PASO, TX | UEC DE STIPEND | $7,000 | 2023 |
| MORGAN STATE UNIVERSITY ACTUARIAL SCIENCEBALTIMORE, MD | EDUCATION | $7,000 | 2023 |
| DEPAUL UNIVERSITYCHICAGO, IL | DIVERSITY GRANT | $6,000 | 2022 |
| DEPAUL UNIVERSITYCHICAGO, IL | SCHOLARSHIPS & GRANTS | $6,000 | 2023 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202443109349302604
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202343109349303089
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202203199349321530
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202133199349331153
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.