The American College of Trust and Estate Counsel Foundation logo

The American College of Trust and Estate Counsel Foundation

Public charity · Grantmaker Washington, DC EIN: 27-5024342 Website

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.

Key facts about The American College of Trust and Estate Counsel Foundation

In short: The American College of Trust and Estate Counsel Foundation gave $103K across 3 grants in 2025 (avg $34K), top state District of Columbia. Source: 2025 IRS Form 990.

EIN
27-5024342
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$102,800
Grants made (2025)
3
Average grant
$34,267
Median grant
$32,800
Total assets
$2,877,656
Primary geography
District of Columbia (49% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$2.9M

+3.8% YoY

Annual Giving

$103K

+45.9% YoY

Grant Count

3

-25.0% YoY

Avg Grant Size

$34K

+94.5% YoY

How The American College of Trust and Estate Counsel Foundation gives

  • Giving grew 414% from 2022 to 2025. Method

From the foundation's IRS Form 990 filings. Methodology.

About The American College of Trust and Estate Counsel Foundation

Based on IRS filings

The American College of Trust and Estate Counsel Foundation is a public charity focused on Crime & Legal Related, based in Washington, DC. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.9M in total assets. In 2025, it awarded 3 grants totaling $103K. Net investment income was $182K.

Open Grants

3 open opportunities from The American College of Trust and Estate Counsel Foundation

Your AI grants department

Ready to take the next step with The American College of Trust and Estate Counsel Foundation?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

11states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

HempsteadDavisLaramiePortlandAlbuquerqueBrightonEugeneFairfaxLos AngelesNew OrleansOklahoma CityPittsburghWashington

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K4 grants2019 4 grants2020 2 grants2021 1 grant2022 2 grants2023 4 grants2024 3 grants2025

From 2019 to 2025, annual grant giving ranged from $20K (2022) to $130K (2019). In 2025 it made 3 grants totaling $103K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

George Mason University: $33KGeorge Mason University$33KHofstra University: $20KHofstra University$20K

The largest 2025 recipient was George Mason University ($33K). Together the top 2 received $53K.

Organizations only. It also paid 1 individual scholarship ($50,000), which are not listed by name.

Grant Size Distribution

12 grants across all recorded years

11<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 11 grants of 12 (92%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
1 individual scholarship Recipients not named —$50,000
George Mason University Fairfax, VAActec Foundation Symposium; University Grant$32,800
Hofstra University Hempstead, NYStudent Editorial Board Grant$20,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$200K$400K$600K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,877,656$2,773,349$2,583,414
Revenue$363,418$337,792$252,171
Expenses$256,509$254,323$231,327
Net Investment Income$182,017$155,989$46,937

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2019 (received by the IRS March 13, 2020)
  2. Updated Form 990 for fiscal year 2020 (received by the IRS February 26, 2021)
  3. Updated Form 990 for fiscal year 2021 (received by the IRS January 10, 2022)
  4. Updated Form 990 for fiscal year 2022 (received by the IRS February 16, 2023)
  5. Updated Form 990 for fiscal year 2023 (received by the IRS April 13, 2024)
  6. Updated Form 990 for fiscal year 2024 (received by the IRS February 24, 2025)
  7. Updated Form 990 for fiscal year 2025 (received by the IRS December 1, 2025)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

The American College of Trust and Estate Counsel Foundation is led by Deborah O. McKinnon, Executive Director on every filing since 2019; none of the 32 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Deborah O. McKinnon

    Executive Director

    On filings since 2019

    6 hrs/week

    $28K (2019) → $0 (2025)

  • John T. Rogers Jr.

    President

    Director → Vice President, 2020

    Vice President → President, 2023

    On filings since 2019

    5 hrs/week

    No compensation reported

  • Lora G. Davis

    Vice President, Chair & Grant Cte

    Director → Secretary, Chair & Grant Cte, 2023

    Secretary, Chair & Grant Cte → Vice President, Chair & Grant Cte, 2024

    On filings since 2021

    5 hrs/week

    No compensation reported

  • Benetta Y. Park

    Director

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Bruce S. Ross

    Director

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Charles Ian Nash

    Director

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Christopher R. Hoyt

    Director

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Michele A. W. McKinnon

    Director

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Peter S. Gordon

    Director

    On filings since 2020

    2 hrs/week

    No compensation reported

  • W. Cameron McCulloch

    Director

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Alan F. Rothschild Jr.

    Director

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Brad Bedingfield

    Director

    On filings since 2022

    2 hrs/week

    No compensation reported

  • Chasity Grice

    Director

    On filings since 2022

    2 hrs/week

    No compensation reported

  • Jeanne L. Newlon

    Director

    On filings since 2022

    2 hrs/week

    No compensation reported

  • Keith Bradoc Gallant

    Director

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Shannon G. Guthrie

    Director

    On filings since 2023

    2 hrs/week

    No compensation reported

  • William P. Lapiana

    Director

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Anita J. Siegel

    Director

    On filings since 2024

    2 hrs/week

    No compensation reported

  • Cynthia G. Lamar-Hart

    Director

    On filings since 2024

    2 hrs/week

    No compensation reported

  • Hugh Magill

    Director

    On filings since 2024

    2 hrs/week

    No compensation reported

  • Judy Y. Lee

    Director

    On filings since 2024

    2 hrs/week

    No compensation reported

  • Stephanie Perry

    Director

    On filings since 2024

    2 hrs/week

    No compensation reported

  • Todd A. Flubacher

    Director

    On filings since 2024

    2 hrs/week

    No compensation reported

  • Akane R. Suzuki

    Director

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Farhad Aghdami

    Director

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Joshua E. Husbands

    Director

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Michaelle D. Rafferty

    Director

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • S. Gray Edmondson

    Director

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • David F. Edwards

    Co-Chair & Fundraising Cte

    Director → Co-Chair & Fundraising Cte, 2024

    On filings since 2020

    2 hrs/week

    No compensation reported

  • T. Randolph Harris

    Treasurer

    Director → Treasurer, 2024

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Robert Kirkland

    Co-Chair & Fundraising Cte

    Director → Co-Chair & Fundraising Cte, 2024

    On filings since 2022

    2 hrs/week

    No compensation reported

  • Kendis Key Muscheid

    Secretary

    On filings since 2024

    5 hrs/week

    No compensation reported

Former officers (33)
  • Former: Christopher B. Hunt (2019–2024) — Chair & Fundraising Cte
  • Former: Jeffrey C. Thede (2019–2024) — Immediate Past President
  • Former: Joseph G. Hodges Jr. (2019–2024) — Director
  • Former: Kathleen R. Sherby (2019–2024) — Treasurer
  • Former: Melissa J. Willms (2019–2024) — Vice President
  • Former: Theron E. Fry (2019–2024) — Director
  • Former: Thomas P. Gallanis (2019–2024) — Director
  • Former: Erik Dryburgh (2019–2023) — Director
  • Former: Stephanie B. Casteel (2019–2023) — Director
  • Former: Susan L. Abbott (2019–2023) — Director
  • Former: Susan N. Gary (2019–2023) — Director
  • Former: David M. English (2019–2022) — Director
  • Former: Elaine M. Bucher (2019–2022) — Director
  • Former: James M. Maddox (2019–2022) — Treasurer
  • Former: P. Daniel Donohue (2019–2022) — Director
  • Former: Robert E. Temmerman Jr. (2019–2022) — Director
  • Former: Benetta P. Jenson (2021–2022) — Director
  • Former: Barry A. Nelson (2019–2021) — Director
  • Former: L. Henry Gissel Jr. (2019–2021) — Immediate Past President
  • Former: Richard D. Woods (2019–2021) — Director
  • Former: C. Kevin McCrindle (2019–2020) — Director
  • Former: Judith W. McCue (2019–2020) — Director
  • Former: Lynne K. Green (2019–2020) — Director
  • Former: Margaret E. W. Sager (2019–2020) — Director
  • Former: Ann B. Burns (2019) — Director
  • Former: Charles D. Fox IV (2019) — Director
  • Former: James D. Spratt (2019) — Director
  • Former: John A. Terrill II (2019) — Director
  • Former: Joshua S. Rubenstein (2019) — Director
  • Former: Mickey R. Davis (2019) — Director
  • Former: Robert W. Goldman (2019) — Director
  • Former: Stephen R. Akers (2019) — Director
  • Former: Susan T. House (2019) — Director

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

No officer or director reported compensation in the available filings.

Frequently asked questions about The American College of Trust and Estate Counsel Foundation

How much does The American College of Trust and Estate Counsel Foundation give each year?

The American College of Trust and Estate Counsel Foundation gave $103K across 3 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $70K across 4 grants.

What is The American College of Trust and Estate Counsel Foundation's typical grant size?

The American College of Trust and Estate Counsel Foundation's median grant in 2025 was $32,800, and its average grant was $34,267, across 3 grants on its 2025 IRS Form 990.

Where does The American College of Trust and Estate Counsel Foundation give grants?

The American College of Trust and Estate Counsel Foundation's top state is District of Columbia, with 49% of the grant dollars itemized on its 2025 IRS Form 990. The next largest states were Virginia (32%) and New York (19%).

Does The American College of Trust and Estate Counsel Foundation give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on The American College of Trust and Estate Counsel Foundation's 2025 IRS Form 990 were described as general or operating support.

How large is The American College of Trust and Estate Counsel Foundation?

The American College of Trust and Estate Counsel Foundation reported $2.9M in total assets on its 2025 IRS Form 990. Its revenue that year was $363K.

What is The American College of Trust and Estate Counsel Foundation?

The American College of Trust and Estate Counsel Foundation is a public charity focused on Crime & Legal Related, based in Washington, DC. It holds $2.9M in total assets as of 2025.

What is The American College of Trust and Estate Counsel Foundation's EIN?

The American College of Trust and Estate Counsel Foundation's EIN (Employer Identification Number) is 27-5024342. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

Your AI grants department

Here's the math on researching The American College of Trust and Estate Counsel Foundation by hand.

Explore Open Grants

Browse active grant opportunities in The American College of Trust and Estate Counsel Foundation's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Tulsa Community Foundation

Tulsa, OK

Tulsa Community Foundation supports charitable causes through donor-advised grants and selected funds, including scholarships, emergency assistance, disaster relief, arts and humanities, healthcare, and financial literacy, primarily in the Tulsa metro area and eastern Oklahoma, with some giving elsewhere in the United States. Its 2024 median grant was $18,560; selected field-of-interest funds have application cycles, but the profile does not state whether it accepts unsolicited requests generally.

Assets

$1.1B

Grants

1,066

Total Given

$158.6M

Enterprise Holdings Foundation

Saint Louis, MO

The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.

Assets

$594.3M

Grants

1

Total Given

$101.4M

Youth Foundation Inc

New York, NY

Youth Foundation Inc funds scholarships for U.S. citizens attending accredited U.S. colleges and universities, with awards paid directly to schools; its broader mission also supports youth development through mentorship, arts, sports, and recreation. In 2024, it made 101 grants totaling $565,534, typically around $5,000 (ranging from $975 to $10,000), to recipients across multiple states. It directs applicants to download and complete an online application; unsolicited requests are not specifically addressed.

Assets

$16.0M

Grants

101

Total Given

$566K

Benevolent & Protective Order of Elks Lodge #224

Aspen, CO

The Benevolent & Protective Order provides charitable assistance to individuals and organizations and supports community services, grants, and scholarships; listed 2023 recipients include universities in Colorado, Florida, Washington, New York, and Georgia. Reported grants to those universities ranged from $5,220 to $12,660, but typical giving levels are not stated. The available information does not say whether it accepts unsolicited requests.

Assets

$6.8M

Grants

11

Total Given

$99K

Charles Koch Foundation

Arlington, VA

The Charles Koch Foundation funds research, education, and social entrepreneurs working on issues including criminal justice, economic progress, higher education, health care, immigration, and free speech. Its 2024 grants had a median of $250,000, with awards ranging from $1,540 to $23.7 million; it is based in Virginia, where recipients received 53% of grant dollars, but also funds organizations in other states. It accepts unsolicited proposals online on a rolling basis, with no stated deadlines.

Assets

$758.9M

Grants

93

Total Given

$64.1M

Pat Tillman Foundation

Chicago, IL

The Pat Tillman Foundation funds scholarships and leadership, mentorship, and career support for U.S. military service members, veterans, and spouses pursuing full-time degrees at accredited U.S. institutions. Scholarship awards totaled about $1.34 million in 2025, but individual award amounts aren’t specified; the foundation does not describe an outside-organization grant program or say whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$7.3M

Grants

66

Total Given

$1.2M

NCRC Community Development Fund Inc

Washington, DC

NCRC Community Development Fund supports affordable housing and homeownership, small businesses—especially minority-owned, women-owned, and low-income businesses—and certain nonprofit programs that provide capital or services to underserved communities. Its listed awards range from $5,000 to $50,000, though typical giving is not stated; it serves communities across the U.S., with some programs focused on Illinois. The profile does not state whether it accepts unsolicited requests.

Assets

$55.6M

Grants

2,666

Total Given

$149.3M

Greater Washington Community Foundation

Washington, DC

The Greater Washington Community Foundation supports nonprofits working across areas such as economic opportunity, education, health, arts, and human services, with an emphasis on equity and economic justice. Its 2025 grants had a median of $20,000, and it generally funds organizations serving DC, Montgomery County, Prince George’s County, and specified Northern Virginia communities; it offers scheduled open competitive grant rounds as well as invite-only opportunities.

Philanthropy, Voluntarism & Grantmaking

Assets

$518.3M

Grants

1,417

Total Given

$116.9M

National Fish and Wildlife Foundation

Washington, DC

The National Fish and Wildlife Foundation makes competitive grants for science-based projects that conserve or restore fish, wildlife, plants, and habitats; it does not fund advocacy or litigation. Its 2025 grants had a median of about $106,500, and it supports projects across all 50 states and U.S. territories. Applications are competitive and program-specific; whether pre-proposals are required varies by program.

Assets

$3.6B

Grants

1,286

Total Given

$464.4M

AARP

Washington, DC

AARP funds nonprofits and other organizations working on aging-related issues, including caregiving, health, research, education, and community programs. Its 2024 grants had a median award of $15,000, with amounts ranging widely, and it supports work through offices across the states and territories; whether AARP accepts unsolicited requests is not stated.

Assets

$13.1B

Grants

688

Total Given

$35.8M

Frontstream Global Fund

Washington, DC

FrontStream Global Fund distributes donations raised through workplace giving, corporate philanthropy, and other fundraising activities to donor-designated IRS-recognized 501(c)(3) charities across the United States. Its 2025 grants had a median of $13,714 and ranged from $5,003 to $358,589. It distributes funds according to donor recommendations; unsolicited requests are not addressed in the information provided.

Human Services

Assets

$421K

Grants

556

Total Given

$13.4M

Corporation for Public Broadcasting

Washington, DC

The Corporation for Public Broadcasting supported public radio and television stations, programming, infrastructure, and related services across the United States. Its 2026 grants had a median of $22,300, though awards ranged widely; CPB’s 2025 filing was marked as its final return, and the profile does not state whether it accepts unsolicited requests.

Arts, Culture & Humanities

Assets

—

Grants

555

Total Given

$175.8M

More Funders in District of Columbia

The American College of Trust and Estate Counsel Foundation down — hundreds of funders to go?

Want AI to do this for you?