American College of Trust and Estate Counsel Foundation Inc
Donations deductibleAmerican College of Trust and Estate Counsel Foundation Inc's network
31 people2 organisationsi31 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (31). Violet dotted lines (9) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
31 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 26 voting members of its governing body on its latest Form 990 Part VI; we list 31 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Akane R Suzuki | Director (From Mar '25) | 2025 | 1 yr |
| Alan F Rothschild JR | Director | 2021 | 5 yrs |
| Anita J Siegel | Director | 2024 | 2 yrs |
| Benetta Y Park | Director | 2020 | 6 yrs |
| Brad Bedingfield | Director | 2022 | 4 yrs |
| Bruce S Ross | Director | 2020 | 6 yrs |
| Charles Ian Nash | Director | 2020 | 6 yrs |
| Chasity Grice | Director | 2022 | 4 yrs |
| Christopher R Hoyt | Director (To Mar '25) | 2020 | 6 yrs |
| Cynthia G Lamar-Hart | Director | 2018 | 8 yrs |
| David F Edwards | Co-Chair, Fundraising Cte (To Mar '25) | 2020 | 6 yrs |
| Farhad Aghdami | Director (From Mar '25) | 2025 | 1 yr |
| Hugh Magill | Director | 2024 | 2 yrs |
| Jeanne L Newlon | Director | 2024 | 2 yrs |
| John T Rogers JR | President | 2018 | 8 yrs |
| Joshua E Husbands | Director (From Mar '25) | 2025 | 1 yr |
| Judy Y Lee | Director | 2024 | 2 yrs |
| Keith Bradoc Gallant | Director (To Mar '25) | 2023 | 3 yrs |
| Kendis Key Muscheid | Company secretary | 2024 | 2 yrs |
| Lora G Davis | Vice President, Chair, Grant Cte | 2021 | 5 yrs |
| Michaelle D Rafferty | Director (From Mar '25) | 2025 | 1 yr |
| Michele A W McKinnon | Director (To Mar '25) | 2020 | 6 yrs |
| Peter S Gordon | Director (To Mar '25) | 2020 | 6 yrs |
| Robert Kirkland | Co-Chair, Fundraising Cte | 2022 | 4 yrs |
| S Gray Edmondson | Director (From Mar '25) | 2025 | 1 yr |
| Shannon G Guthrie | Director | 2023 | 3 yrs |
| Stephanie Perry | Director | 2024 | 2 yrs |
| T Randolph Harris | Treasurer | 2020 | 6 yrs |
| Todd A Flubacher | Director | 2024 | 2 yrs |
| W Cameron McCulloch | Director | 2020 | 6 yrs |
| William P Lapiana | Director | 2018 | 8 yrs |
Officers and senior leadership
2 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Brendan McGinn | Finance Director | 2018 |
| Deborah O McKinnon | Executive Director | since 2018 |
Pay and hours
year to 30 April 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| John T Rogers Jr | President | 5 | $0 | ||
| Lora G Davis | Vice President, Chair, Grant Cte | 5 | $0 | ||
| T Randolph Harris | Treasurer | 5 | $0 | ||
| Kendis Key Muscheid | Secretary | 5 | $0 | ||
| David F Edwards | Co-Chair, Fundraising Cte (To Mar '25) | 2 | $0 | ||
| Robert Kirkland | Co-Chair, Fundraising Cte | 2 | $0 | ||
| Farhad Aghdami | Director (From Mar '25) | 2 | $0 | ||
| Brad Bedingfield | Director | 2 | $0 | ||
| S Gray Edmondson | Director (From Mar '25) | 2 | $0 | ||
| Todd A Flubacher | Director | 2 | $0 | ||
| Keith Bradoc Gallant | Director (To Mar '25) | 2 | $0 | ||
| Peter S Gordon | Director (To Mar '25) | 2 | $0 | ||
| Chasity Grice | Director | 2 | $0 | ||
| Shannon G Guthrie | Director | 2 | $0 | ||
| Christopher R Hoyt | Director (To Mar '25) | 2 | $0 | ||
| Joshua E Husbands | Director (From Mar '25) | 2 | $0 | ||
| Cynthia G Lamar-Hart | Director | 2 | $0 | ||
| William P Lapiana | Director | 2 | $0 | ||
| Judy Y Lee | Director | 2 | $0 | ||
| Hugh Magill | Director | 2 | $0 | ||
| W Cameron McCulloch | Director | 2 | $0 | ||
| Michele A W McKinnon | Director (To Mar '25) | 2 | $0 | ||
| Charles Ian Nash | Director | 2 | $0 | ||
| Jeanne L Newlon | Director | 2 | $0 | ||
| Benetta Y Park | Director | 2 | $0 | ||
| Stephanie Perry | Director | 2 | $0 | ||
| Michaelle D Rafferty | Director (From Mar '25) | 2 | $0 | ||
| Bruce S Ross | Director | 2 | $0 | ||
| Alan F Rothschild Jr | Director | 2 | $0 | ||
| Anita J Siegel | Director | 2 | $0 | ||
| Akane R Suzuki | Director (From Mar '25) | 2 | $0 | ||
| Deborah O McKinnon | Executive Director | 6 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- American College of Trust and Estate Counsel Foundation Inc
- EIN
- 275024342
- Address
- 901 15th St Nw Ste 525, Washington, DC, 20005-2348
- State
- District of Columbia
- 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... (as filed on the Form 990)
- Activity (NTEE)
- I05 Crime and legal-related
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Crime & Legal-Related
- Size band
- 6 (IRS master file code)
- Formed
- 1982
- Principal officer
- Deborah O McKinnon (as named on the Form 990)
- IRS ruling date
- 1 April 2011
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 8, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsCynthia G Lamar-Hart
≥8years on the filingsJohn T Rogers JR
≥8years on the filingsWilliam P Lapiana
≥6years on the filingsBenetta Y Park
Latest return
year to 30 April 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 April 2025. US dollars, as filed.- Total assets
- $2.9m
- Total liabilities
- $95k
- Net assets or fund balances
- $2.8m
- Contributions and grants received
- $181k
- Program service revenue
- $0
- Grants and similar paid out
- $148k
- Employees
- 0
- Volunteers
- 31
Filed finances
2 yearsiTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $363k | $257k | $107k |
| 2023 | $338k | $254k | $83k |
As filed on the IRS Form 990. US dollars.
Grants paid
3 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Rocky Mountain Fellows Institute | Rudy ogburn scholarship fund | $50k |
| George Mason University | Actec foundation symposium; university grant | $33k |
| Hofstra University | Student editorial board grant | $20k |