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Virginia · Public charity

American Society of Pension Professionals and Actuaries

To educate pension actuaries, consultants, administrators and other benefits professionals and to preserve and enhance the private pension system as part of the development of a coherent national retirement income policy.

$80k
Granted FY2025(still arriving)
4
Itemized grants FY2025
4
Organizations funded FY2024
50%
First-time grantees FY2024
Read the full brief
Itemized, FY2025
$73k
The rest is grants the schedule does not break out
Median grant, FY2025
$15,000
Largest grant, FY2025
$38,030
Organizations funded a year
4 to 8
FY2018 to FY2024
States reached, FY2025
3
Total assets, FY2025
$40M

How open it is to new grantees

In FY2024, 50% of the organizations American Society of Pension Professionals and Actuaries funded were first-time grantees, receiving 54% of its grant dollars.

New vs renewed · share of each year

In FY2024, 46% of grant dollars renewed an existing relationship; $19k went to new ones.

50%100%’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24
Human ServicesArts & CultureYouth DevelopmentEducationOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving4$73k50%
FY20244$35k50%
FY20234$48k25%
FY20228$115k75%
FY20215$78k60%
FY20206$89k50%
FY20194$52k0%
FY20185$77k60%
95% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Employment$271kPublic Benefit$130kHuman Services$80kEducation$64kYouth Development$20kArts & Culture$10kFood & Nutrition$10kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

IL
OR
NV
OH
PA
KY
VA
TN
NC
DC
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 13 grantees
All grantees of American Society of Pension Professionals and Actuaries by total granted
GranteeTotal grantedYearsShare of their budget
Education & Research Fund of Employee Benefit Research Institute$173,50065%
American Society of Pension Actuaries Education & Research Foundation Inc$50,9124100%
Congressional Coalition on Adoption Institute$50,00052%
The Actuarial Foundation$49,32861%
Employee Benefit Research Institute$46,53020%
The Smarter Tomorrow Foundation Inc$20,000230%
Georgetown University$15,00010%
Democratic Congressional Campaign Committee$15,0001n/a
Wo Smith Nashville Community Music School$10,00011%
Ruling Our Experiences Inc$10,00011%
Women's Institute for a Secure Retirement$10,00012%
Andson Inc$10,00014%
Second Harvest Food Bank of Central Florida Inc$9,82510%

Plus 9 recipients with no EIN on record ($133k), not named here.

Where it is load-bearing

American Society of Pension Professionals and Actuaries supplied at least a quarter of the budget for 2 of its grantees at some point. The chart plots its 12 largest grantees; load-bearing ones sit top left.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetEducation & Research Fund of Employee Benefit Research Institute: $173,500 over 6y, 4.8% of budgetAmerican Society of Pension Actuaries Education & Research Foundation Inc: $50,912 over 4y, 100% of budgetCongressional Coalition on Adoption Institute: $50,000 over 5y, 2.0% of budgetThe Actuarial Foundation: $49,328 over 6y, 0.8% of budgetEmployee Benefit Research Institute: $46,530 over 2y, 0.2% of budgetThe Smarter Tomorrow Foundation Inc: $20,000 over 2y, 30% of budgetGeorgetown University: $15,000 over 1y, 0.0% of budgetWo Smith Nashville Community Music School: $10,000 over 1y, 1.2% of budgetRuling Our Experiences Inc: $10,000 over 1y, 0.6% of budgetWomen's Institute for a Secure Retirement: $10,000 over 1y, 1.7% of budgetAndson Inc: $10,000 over 1y, 4.3% of budgetSecond Harvest Food Bank of Central Florida Inc: $9,825 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 12.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Jpmorgan Chase FoundationNY9.9× affinity4 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jpmorgan Chase Foundation · National Philanthropic Trust · American Online Giving Foundation Inc · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare American Society of Pension Professionals and Actuaries with peer funders

About American Society of Pension Professionals and Actuaries

How much does American Society of Pension Professionals and Actuaries give?
American Society of Pension Professionals and Actuaries reported 4 itemized grants totaling $73,030, out of $80,473 in total grant expense reported on the return in its FY2025 IRS filing. It funded between 4 and 8 organizations a year over FY2018 to FY2024.
What does American Society of Pension Professionals and Actuaries fund?
By grant dollars over FY2017 to FY2025, its largest causes are Employment (45%), Public Benefit (22%), Human Services (13%).
Who are American Society of Pension Professionals and Actuaries's largest grantees?
By total granted over FY2017 to FY2025: Education & Research Fund of Employee Benefit Research Institute ($174k), American Society of Pension Actuaries Education & Research Foundation Inc ($51k), Congressional Coalition on Adoption Institute ($50k).
Does American Society of Pension Professionals and Actuaries fund new organizations?
In FY2024, 50% of the organizations it funded were first-time grantees.
Which funders back the same organizations as American Society of Pension Professionals and Actuaries?
Its strongest co-funders, measured against what their size predicts, include Jpmorgan Chase Foundation, National Philanthropic Trust, American Online Giving Foundation Inc.
Where is American Society of Pension Professionals and Actuaries based?
American Society of Pension Professionals and Actuaries is based in VA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 22 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990 e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on American Society of Pension Professionals and Actuaries’ filings →

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