The American College of Trust and logo

The American College of Trust and

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.

Financial Overview

From 2025 IRS Form 990-PF · 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

About The American College of Trust and

Based on IRS filings

The American College of Trust and is a nonprofit organization 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

11states
+3 more states

Cities

AlbuquerqueBrightonDavisEugeneFairfaxHempsteadLaramieLos AngelesNew OrleansOklahoma CityPittsburghPortlandWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$106K$212K$318K$424K2019202020212022202320242025
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
Qualifying Distributions
Net Investment Income$182,017$155,989$46,937
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$33K$65K$98K$130K4 grants20194 grants20202 grants20211 grants20222 grants20234 grants20243 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

ROCKY MOUNTAIN FELLOWS I…$50KGEORGE MASON UNIVERSITY$33KHOFSTRA UNIVERSITY$20K

Grant Size Distribution

12 grants across all recorded years

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

Open Grants

3 open opportunities from The American College of Trust and

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
JOHN T ROGERS JRPRESIDENT5
LORA G DAVISVICE PRESIDENT, CHAIR, GRANT CTE5
T RANDOLPH HARRISTREASURER5
KENDIS KEY MUSCHEIDSECRETARY5
DAVID F EDWARDSCO-CHAIR, FUNDRAISING CTE (TO MAR '25)2
ROBERT KIRKLANDCO-CHAIR, FUNDRAISING CTE2
FARHAD AGHDAMIDIRECTOR (FROM MAR '25)2
BRAD BEDINGFIELDDIRECTOR2
S GRAY EDMONDSONDIRECTOR (FROM MAR '25)2
TODD A FLUBACHERDIRECTOR2
KEITH BRADOC GALLANTDIRECTOR (TO MAR '25)2
PETER S GORDONDIRECTOR (TO MAR '25)2
CHASITY GRICEDIRECTOR2
SHANNON G GUTHRIEDIRECTOR2
CHRISTOPHER R HOYTDIRECTOR (TO MAR '25)2
JOSHUA E HUSBANDSDIRECTOR (FROM MAR '25)2
CYNTHIA G LAMAR-HARTDIRECTOR2
WILLIAM P LAPIANADIRECTOR2
JUDY Y LEEDIRECTOR2
HUGH MAGILLDIRECTOR2
W CAMERON MCCULLOCHDIRECTOR2
MICHELE A W MCKINNONDIRECTOR (TO MAR '25)2
CHARLES IAN NASHDIRECTOR2
JEANNE L NEWLONDIRECTOR2
BENETTA Y PARKDIRECTOR2
STEPHANIE PERRYDIRECTOR2
MICHAELLE D RAFFERTYDIRECTOR (FROM MAR '25)2
BRUCE S ROSSDIRECTOR2
ALAN F ROTHSCHILD JRDIRECTOR2
ANITA J SIEGELDIRECTOR2
AKANE R SUZUKIDIRECTOR (FROM MAR '25)2
DEBORAH O MCKINNONEXECUTIVE DIRECTOR6

Subject Areas

Focus areas based on grantmaking activity

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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