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.
Grants paid by year
Total assets by year
Where the money went · FY2024
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $3,542,693 | $7,122,191 | $1,332,001 | $41,388,060 | $37,046,341 |
| FY2023 | 990 | $1,409,837 | $8,464,023 | $2,032,465 | $41,743,339 | $38,938,070 |
| FY2022 | 990 | −$117,528 | $8,244,591 | $1,858,248 | $47,336,513 | $41,455,462 |
| FY2021 | 990 | $3,256,481 | $8,074,935 | $2,317,932 | $66,013,531 | $56,601,216 |
| FY2020 | 990 | $12,145,882 | $7,456,537 | $2,363,665 | $75,725,864 | $60,299,753 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 22% 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 |
|---|---|---|---|---|
| THE ACTUARIAL FOUNDATIONSCHAUMBURG, IL | GENERAL SUPPORT | $525,000 | 2021 | |
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 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| GENERAL SUPPORT |
| $410,000 |
| 2020 |
| MILLIMANTAMPA, FL | RESEARCH GRANT | $304,011 | 2020 |
| LIMRAATLANTA, GA | RESEARCH GRANT | $277,500 | 2023 |
| MIB INCBRAINTREE, MA | RESEARCH GRANT | $260,021 | 2020 |
| MILLIMAN INCPORTLAND, ME | RESEARCH GRANT | $217,985 | 2024 |
| MILLIMAN INCPORTLAND, ME | RESEARCH GRANT | $201,500 | 2022 |
| MILLIMAN INCPORTLAND, ME | RESEARCH GRANT | $201,238 | 2021 |
| MILLIMAN INCPORTLAND, ME | RESEARCH GRANT | $178,085 | 2023 |
| RISK & REGULATORY CONSULTINGFARMINGTON, CT | RESEARCH GRANT | $160,396 | 2022 |
| RISK & REGULATORY CONSULTINGFARMINGTON, CT | RESEARCH GRANT | $149,304 | 2023 |
| LL GLOBALWINDSOR, CT | RESEARCH GRANT | $145,900 | 2021 |
| MIB INCBRAINTREE, MA | RESEARCH GRANT | $134,249 | 2022 |
| RISK & REGULATORY CONSULTINGFARMINGTON, CT | RESEARCH GRANT | $130,880 | 2021 |
| AXENE HEALTH PARTNERS LLCTEMECULA, CA | RESEARCH GRANT | $125,710 | 2023 |
| AXENE HEALTH PARTNERS LLCTEMECULA, CA | RESEARCH GRANT | $125,000 | 2024 |
| MATTHEW GREENWALD & ASSOCIATESWASHINGTON, DC | RESEARCH GRANT | $120,500 | 2020 |
| MATTHEW GREENWALD & ASSOCWASHINGTON, DC | RESEARCH GRANT | $119,300 | 2021 |
| GREENWALD RESEARCHWASHINGTON, DC | RESEARCH GRANT | $114,720 | 2023 |
| RISK & REGULATORY CONSULTINGFARMINGTON, CT | RESEARCH GRANT | $114,000 | 2024 |
| MATTHEW GREENWALD & ASSOCWASHINGTON, DC | RESEARCH GRANT | $111,200 | 2022 |
| MIB INCBRAINTREE, MA | RESEARCH GRANT | $102,842 | 2021 |
| PRICEWATERHOUSECOOPERSCHICAGO, IL | RESEARCH GRANT | $101,666 | 2022 |
| REGENTS OF THE UNIVERSITY OF CAL BERKLEYBERKLEY, CA | RESEARCH GRANT | $94,239 | 2020 |
| REGENTS OF THE UNIVERSITY OF CAL BERKLEYBERKELEY, CA | RESEARCH GRANT | $80,000 | 2023 |
| 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 | $761,837 |
| Rose B Fealy | COO/CFO | 36.00 | $495,957 |
| R Dale Hall | MANAGING DIRECTOR RESEARCH | 36.00 | $427,609 |
| Ken Guthrie | MANAGING DIRECTOR EDUCATION | 36.00 | $434,227 |
| Courtney Nashan | MANAGING DIRECTOR ENGAGEMENT | 36.00 | $363,268 |
| Joseph Wurzburger | MANAGING DIRECTOR,STRATEGY | 36.00 | $358,324 |
| Vicki Baue | GENERAL COUNSEL | 36.00 | $383,693 |
| Carla Carry | MANAGING DIRECTOR, MARKETING | 36.00 | $332,417 |
| Andrew Peterson | MANAGING DIRECTOR INTERNATIONAL | 36.00 | $302,041 |
| Alice Locatelli | MANAGING DIRECTOR OF EXPERIENCE | 36.00 | $296,196 |
| Monika Mcguire | GENERAL COUNSEL | 36.00 | $289,849 |
| Stuart Klugman | SR. STAFF FELLOW | 36.00 | $301,323 |
| Emily Kessler | SR. STAFF FELLOW | 36.00 | $291,127 |
| Tiffany Stamm | SR. DIRECTOR, FINANCE & FACILITIES | 36.00 | $264,185 |
| Timothy Moberly | SENIOR DIRECTOR, ITS | 36.00 | $246,700 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.