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· 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 FY2025still arriving
4
Grants FY2025still arriving
3
States reached
$38k
Largest
01What it funds
0195% 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
02FY2025 · 4 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 4 grants below total $73,030, the rows itemized in this filing. The $80,473 headline is the total grant expense on the return; the other $7,443 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.
$15,000
Median grant
3
States reached
$40M
Total assets
Largest grants
RecipientAmount
EMPLOYEE BENEFIT RESEARCH INSTITUTE$38,030
GEORGETOWN UNIVERSITY SPONSORED PROJECTS FINANCIAL OPERATIONS$15,000
ANDSON INC$10,000
CONGRESSIONAL COALITION ON ADOPTION INSTITUTE$10,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY18–25, $50k) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%THE SMARTER TOMORROW FOUNDATION INC: $10k → 13%THE SMARTER TOMORROW FOUNDATION INC: $10k → 13%CONGRESSIONAL COALITION ON ADOPTION INSTITUTE: $10k → 14%CONGRESSIONAL COALITION ON ADOPTION INSTITUTE: $10k → 14%CONGRESSIONAL COALITION ON ADOPTION INSTITUTE: $10k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

IL
OR
NV
OH
PA
KY
VA
TN
NC
DC
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

70%of every dollar goes to organizations it has funded before.
$420k · 7 repeat orgs$183k to everyone else

7 repeat relationships: 2 still active in FY2025, 5 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

7
13

Total granted

$420k
$158k

Median revenue growth · since first grant

+46%
+64%

Still filing today

86%
31%

New vs renewed · share of each year

In FY2025, 66% of grant dollars renewed an existing relationship; $25k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
EducationHuman ServicesYouth DevelopmentMembership BenefitArts & CultureOther
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.

Backed again, and grew

  • CC
    CONGRESSIONAL COALITION ON ADOPTION INSTITUTE
    5× · 2020–2025 · $50k · revenue +46%
  • TA
    THE ACTUARIAL FOUNDATION
    6× · 2017–2024 · $49k · revenue +159%
  • TS
    The Smarter Tomorrow Foundation Inc
    2× · 2018–2019 · $20k · revenue ×97 · 30% of their budget

Funded once

  • SM
    SENATE MAJORITY PAC
    one grant, 2020 · $25k
  • NR
    NATIONAL REPUBLICAN SENATORIAL COMMITTEE
    one grant, 2022 · $15k
  • DC
    DEMOCRATIC CONGRESSIONAL CAMPAIGN COMMITTEE
    one grant, 2021 · $15k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Aacsb International - the Association to Advance Collegiate Schools of Business

Aacsb international provides quality assurance of business school programs, the latest in business education intelligence, thought leadership, and learning and development services.

Education
2
American Enterprise Institute for Public Policy Research

The american enterprise institute is a community of scholars and supporters committed to expanding liberty, increasing individual opportunity, and strengthening free enterprise. aei pursues these ideals through independent thinking and the…

Social Science
3
The George Washington University

The mission of the george washington university (gw) is to educate individuals in liberal arts, languages, sciences, learned professions, and other courses and subjects of study, and to conduct scholarly research and publish the findings…

Education
4
Foreign Policy Research Institute

The foreign policy research institute (frpi) is dedicated to producing the highest quality scholarship and nonpartisan policy analysis focused on crucial foreign policy and national security challenges facing the united states. we educate…

International
5
Society of Actuaries

Through education and research, the soa advances actuaries as leaders in measuring and managing risk to improve financial outcomes for individuals, organizations, and the public.

Community Improvement
6
Furman University

The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.

Education
7
Vanderbilt University

See Disclosure Above.

Education
8
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
9
Institute of International Bankers

The iib represents the interests of the international banking community before u.s. legislative/regulatory bodies liaises with international regulatory bodies serves as a source of information to the media and other interested parties…

—
10
The Rand Corporation

Help improve policy and decision making through research and analysis.

Public Benefit
11
Atlantic University Inc

Provide post-secondary education of excellence.

Education
12
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
How this is measured
The grantee most central to the portfolio’s shape is Women's Institute for a Secure Retirement; the most unlike its peers is Andson Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

12 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 12 of the 22 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

2
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
12/12
Grantees still filing
5/12
Grew since first funded

Where the money sits, by cause and then by grantee

AMERICAN SOCIETY OF PENSION ACTUARIES EDUCATION & RESEARCH FOUNDATION INC: $50,912 · OtherAMERICAN SOCIETY OF PENSION ACTUARIES EDUCATION…Employee Benefit Research Institute: $46,530 · OtherEmployee Benefit Research InstituteDEMOCRATIC SENATORIAL CAMPAIGN COMMITTEE: $30,000 · OtherDEMOCRATIC SENATORIAL CAMPAIGN COMMITTEESENATE MAJORITY PAC: $25,000 · OtherSENATE MAJORITY PACNATIONAL REPUBLICAN SENATORIAL COMMITTEE: $15,000 · OtherNATIONAL REPUBLICAN SENATORIAL COMMITTEEDEMOCRATIC CONGRESSIONAL CAMPAIGN COMMITTEE: $15,000 · OtherDEMOCRATIC CONGRESSIONAL CAMPAIGN COMMITTEENATIONAL REPUBLICAN CONGRESSIONAL COMMITTEE: $15,000 · OtherNATIONAL REPUBLICAN CONGRESSIONAL COMMITTEEDEMOCRATIC CONGRESSIONAL CAMPAIGN COMMITTEE: $15,000 · OtherDEMOCRATIC CONGRESSIONAL CAMPAIGN COMMITTEEIndividual grant recipient: $10,000 · OtherSECOND HARVEST FOOD BANK OF CENTRAL FLORIDA INC: $9,825 · OtherVERN BUCHANAN FOR CONGRESS: $9,000 · Other+2 more: $14,000 · Other+2 moreEducation & Research Fund of Employee Benefit Research Institute: $173,500 · Membership BenefitEducation & Research Fund of Emp…THE ACTUARIAL FOUNDATION: $49,328 · EducationTHE ACTUARIAL…GEORGETOWN UNIVERSITY: $15,000 · EducationGEORGETOWN UN…WOMEN'S INSTITUTE FOR A SECURE RETIREMENT: $10,000 · EducationWOMEN'S INSTI…CONGRESSIONAL COALITION ON ADOPTION INSTITUTE: $50,000 · Human ServicesCONGRESSIONAL…The Smarter Tomorrow Foundation Inc: $20,000 · Human ServicesThe Smarter T…RULING OUR EXPERIENCES INC: $10,000 · Youth DevelopmentAndson Inc: $10,000 · Youth DevelopmentWO SMITH NASHVILLE COMMUNITY MUSIC SCHOOL: $10,000 · Arts & Culture
Other$255,267Membership Benefit$173,500Education$74,328Human Services$70,000Youth Development$20,000Arts & Culture$10,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

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.

How much its grantees rely on government

Each dot is one organization American Society of Pension Professionals and Actuaries funds: left to right is the share of its income from government, bottom to top the share from American Society of Pension Professionals and Actuaries. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%6%25%56%100%funder's share of their income ↑0%15%30%45%60%share of the org’s income from government →median 0%
  • Second Harvest Food Bank of Central Florida Inc: 0% of income from government
no gov moneyreceives it· size = income
1get no government money at all
1report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–60%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

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

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