AUMdb

American College Of Trust And Estate Counsel Foundation Inc

EIN 275024342 · 501(c)(3) · Public charity · Washington, DC · recognized 2011

Assets
$2.9M
Revenue
$363K
Expenses
$257K
Investment income
$182K

Form 990 fiscal year ended 04/30/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
John T Rogers Jr President $0 $0
Lora G Davis Vice president, chair, grant cte $0 $0
T Randolph Harris Treasurer $0 $0
Kendis Key Muscheid Secretary $0 $0
David F Edwards Co-chair, fundraising cte (to mar '25) $0 $0
Robert Kirkland Co-chair, fundraising cte $0 $0
Farhad Aghdami Director (from mar '25) $0 $0
Brad Bedingfield Director $0 $0
S Gray Edmondson Director (from mar '25) $0 $0
Todd A Flubacher Director $0 $0
Keith Bradoc Gallant Director (to mar '25) $0 $0
Peter S Gordon Director (to mar '25) $0 $0
Chasity Grice Director $0 $0
Shannon G Guthrie Director $0 $0
Christopher R Hoyt Director (to mar '25) $0 $0
Joshua E Husbands Director (from mar '25) $0 $0
Cynthia G Lamar Hart Director $0 $0
William P Lapiana Director $0 $0
Judy Y Lee Director $0 $0
Hugh Magill Director $0 $0
W Cameron Mcculloch Director $0 $0
Michele A W Mckinnon Director (to mar '25) $0 $0
Charles Ian Nash Director $0 $0
Jeanne L Newlon Director $0 $0
Benetta Y Park Director $0 $0
Stephanie Perry Director $0 $0
Michaelle D Rafferty Director (from mar '25) $0 $0
Bruce S Ross Director $0 $0
Alan F Rothschild Jr Director $0 $0
Anita J Siegel Director $0 $0
Akane R Suzuki Director (from mar '25) $0 $0
Deborah O Mckinnon Executive director $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
04/30/2025 $2.9M $363K $257K 990 990 · obj 202513359349300536 IRS ↗
04/30/2024 $2.8M $338K $254K 990 990 · obj 202500559349300800 IRS ↗