Public Charity

THE AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL FOUNDATION

THE AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL FOUNDATION is a nonprofit organization categorized as Public Charity based in WASHINGTON, DC. Its most recent IRS filing (2025) reports revenue of $363K, expenses of $257K, total assets of $2.9M. Imperigo tracks 5 reported grant relationships connected to this organization totaling approximately $42K.

EIN: 275024342 WASHINGTON, DC Research Institutes & Public Policy Analysis NTEE: I05 Latest filing: 2025
Total Revenue$363K
Total Expenses$257K
Total Assets$2.9M
Grant Records5
Funding Total$42K
Filing Years2021–2025

Mission

THE ACTEC FOUNDATION PROMOTES 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. THE FOUNDATION ALSO ENCOURAGES CIVIC ENGAGEMENT OF INDIVIDUAL FELLOWS OF THE AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL THROUGH PROGRAMS AND ACTIVITIES THAT SERVE THE GENERAL COMMUNITY.

Where $100 goes at The American College of Trust and Estate Counsel Foundation

How The American College of Trust and Estate Counsel Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$62 Programs the work itself
$36 Management running the organization
$2 Fundraising raising the next dollar

Inside the $62 for programs

$62
Grant making
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Sample Grants Received

2024
For grant recipient's exempt purposes
$11,041
2022
SPONSORSHIP OF THE RUDY OGBURN MEMORIAL
$9,000
2022
For grant recipient's exempt purposes
$6,750
2020
For grant recipient's exempt purposes
$5,318

Showing up to 5 of 5 total records — full history available with membership.

Officers & Directors

DIRECTOR (FROM MAR '25) Akane R Suzuki
DIRECTOR Alan F Rothschild Jr
DIRECTOR Anita J Siegel
DIRECTOR Benetta Y Park
DIRECTOR Brad Bedingfield
DIRECTOR Bruce S Ross

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$33,109 4 grants
Fundraising & Sponsorship
$9,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $363K $257K $2.9M
2024 $338K $254K $2.8M
2023 $252K $231K $2.6M
2022 $328K $172K $2.5M
2021 $386K $133K $2.7M

Between 2021 and 2025, reported annual revenue declined from $386K to $363K (-6%), with total assets most recently reported at $2.9M.

Interactive year-over-year charts and full filing details available with membership.

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