Organizations Filed Purposes:
THE FOUNDATION SPONSORS AND PROVIDES FUNDS FOR EDUCATIONAL CONFERENCES, PUBLICATIONS, AND OTHER ACTIVITIES ON ISSUES OF IMPORTANCE TO INVESTMENT COMPANIES, THEIR CURRENT AND PROSPECTIVE SHAREHOLDERS, AND THEIR ADVISERS. THE FOUNDATION ALSO FUNDS SCHOLARSHIPS, GRANTS, AND AWARDS PROGRAMS TO PROMOTE INVESTMENT EDUCATION, FINANCIAL LITERACY AND KNOWLEDGE.
SEE ATTACHMENT 1
CONFERENCES EDUCATIONAL CONFERENCES RELATING TO THE ISSUES OF SECURITIES, REGULATION AND TAXATION, INVESTMENT MANAGEMENT AND OTHER ISSUES OF IMPORTANCE TO INVESTMENT COMPANIES AND THEIR SHAREHOLDERS.
MICRO GRANTS PROGRAM TO ENCOURAGE INNOVATION IN INVESTOR EDUCATION WITHIN THE GREATER WASHINGTON, DC AREA.
EDUCATION - GRANTS WERE MADE TO THE AMERICAN SAVINGS EDUCATION COUNCIL (ASEC), ALLIANCE FOR INVESTOR EDUCATION, ROBERT TOIGO FOUNDATION, AND JUMP START COALITION. THE FOUNDATION ALSO SUPPORTS JUNIOR ACHIEVEMENT FINANCE PARK.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Frances M Stadler | FORMER SECRETARY | 0 | $0 |
| Mark A Delcoco | TREASURER | 1 | $0 |
| Linda M French | SECRETARY | 1 | $0 |
| Christina M Kilroy | VICE-PRESIDENT | 20 | $0 |
| Michael D Mcnamee | PESIDENT | 1 | $0 |
| Paul Schott Stevens | DIRECTOR | 1 | $0 |
| Dawn M Vroegop | DIRECTOR | 0.25 | $0 |
| William F Truscott | DIRECTOR | 0.25 | $0 |
| George Cw Gatch | CHAIRMAN | 0.25 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202022249349301852_public.xml