· Public charity
Society of Actuaries Research Institute
Serving as the reseach arm of the society of actuaries, the soa research institute provides ojbective, data-driven research bringing together tried and true practices and future-focused approaches to address societal challenges and business needs.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2024.
Where the money goes
Your grants by size, and where they go.
The 28 grants below total $1,041,932 — the rows itemised in this filing. The $1,332,001 headline is the total grant expense reported on the return, so the remaining $290,069 is giving the schedule does not break out: grants under the $5,000 itemisation floor, grants to individuals, and grants reported on other schedules. Every figure below describes the itemised rows only.
By grant size · FY2024
- Under $10k5 grants · $39k
- $10k–50k18 grants · $436k
- $50k–250k5 grants · $567k
| Recipient | Amount |
|---|---|
| MILLIMAN INC | $217,985 |
| AXENE HEALTH PARTNERS LLC | $125,000 |
| RISK & REGULATORY CONSULTING | $114,000 |
| HEALTHCARE ANALYTICS | $60,000 |
| PRICEWATERHOUSECOOPERS | $50,000 |
| VICKIE L BAJTELSMIT CONSULTING LLC | $39,900 |
| ACTUARIAL RESEARCH CORPORATION | $38,000 |
| REGENTS OF THE UNIVERSITY OF CAL BERKLEY | $35,056 |
| PURDUE UNIVERSITY | $34,000 |
| RUDOLPH FINANCIAL CONSULTING LLC | $33,000 |
| DELOITTE CONSULTING LLP | $33,000 |
| LOGICA RESEARCH | $32,000 |
| R A GUZZO LLC | $26,000 |
| RISCAL CONSULTING LLC | $25,771 |
| SCOR GLOBAL LIFE | $24,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Dollar for dollar, your grants (FY17–24) land where the poverty rate runs at 11%, against an area that typically sits at 9%. 73% of your dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
Grants abroad, by region — $179k on the FY2024 return
Schedule F, as filed: 6 regions, $84k to organizations and $95k to individuals. The IRS asks for region and purpose, not the recipient, so no country or grantee can be named here.
Stated purpose: RESEARCH GRANT · RESEARCH PRIZE
Stated purpose: RESEARCH GRANT
Stated purpose: RESEARCH GRANT
Stated purpose: RESEARCH GRANT
Stated purpose: RESEARCH GRANT
Stated purpose: RESEARCH GRANT
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving. Grants abroad on Schedule F are filed by region, purpose and amount with no recipient name, so they are shown by region and cannot be placed on the country map or matched to a grantee.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
59 repeat relationships — 18 still active in FY2024, 41 since wound down; 10 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 84% of grant dollars renewed an existing relationship; $170k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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
- AAAMERICAN ACADEMY OF ACTUARIES3× · 2017–2019 · $631k · revenue +15%
- LGLL Global Inc6× · 2017–2023 · $588k · revenue +18%
- TRThe Research Foundation for The State University of New York5× · 2019–2023 · $185k · revenue +55%
Funded once
- TATHE ACTUARIAL FOUNDATIONgraduated5× · 2017–2021 · $150k · revenue +159%
- UOUNIVERSITY OF CALIFORNIA SANTA BARBARAone grant, 2017 · $99k
- TFTHE FIVE70 GROUPone grant, 2023 · $78k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
Nyu is a private university with approximately 60,000 matriculating students in 20 schools and institutes. nyu's primary missions are education, research and scholarship, and patient care.
Drexel university fulfills its founder's vision of preparing each new generation of students for productive professional and civic lives while also focusing its collective expertise on solving society's greatest problems. drexel is an…
As a leading research university with a distinctive commitment to undergraduate education, Rice University aspires to path breaking research, unsurpassed teaching, and contributions to the betterment of our world. It seeks to fulfill this…
The central mission of the university of southern california is the development of human beings and society as a whole through the cultivation and enrichment of the human mind and spirit. the principal means by which our mission is…
The trustees of the university of pennsylvania (the "university") sees itself as having a public service mission. in such regard, the university aims to provide a rich and diverse educational environment for its students; to pioneer…
The university's goal in the coming decade is to advance learning through the integration of teaching, research and service to others. the core of this goal is to prepare graduates to engage with the world and lead lives of meaning. to do…
See Form 990, Part I, Line 1, Description of Organization Mission.
The institute for advanced study (the institute) is one of the world's leading centers for theoretical research and intellectual inquiry. see schedule o.
The washington university is a co-educational, nondenominational university with a long and distinguished history of teaching, research and (cont'd on schedule o)
Endicott college offers students a vibrant academic environment that remains true to its founding principle of integrating professional and liberal arts with experiential learning. for more information see schedule o.
Biu produces students who excel in the sciences, humanities, law, engineering, business & the arts.
To provide distinctive and relevant education in an environment of scientific, technological, and professional knowledge creation and innovation.
For reference, the grantee most central to the portfolio’s shape is University of St Thomas and the most unlike its peers is Health Care Cost Institute Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
Your grantees are a median of 71 years old; the field is 16. You back the established end — and your money leans older still.
The field is 22% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 13% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
16 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 16 of the 99 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds AMERICAN ACADEMY OF ACTUARIES ↗
- Who funds LL Global Inc ↗
- Who funds The Research Foundation for The State University of New York ↗
- Who funds THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY ↗
- Who funds THE ACTUARIAL FOUNDATION ↗
- Who funds GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a set of overlaps that mostly run through you, not between each other.
Open a dossier: Casualty Actuarial Society
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Society of Actuaries Research Institute funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
- Trustees of Boston University — 12% of income from government
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 your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.