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The American College of Trust and Estate Counsel Foundation at a glanceAlso receives grants: funding profile →

· Public charity

The American College of Trust and Estate Counsel Foundation

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.

$148k
Granted FY2025still arriving
3
Grants FY2025still arriving
3
States reached
$50k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

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

Education$282kCrime & Legal$132kScience & Tech$53kSocial Science$40kHealth$17kCivil Rights$7k
02FY2025 · 3 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 3 grants below total $102,800, the rows itemized in this filing. The $148,300 headline is the total grant expense on the return; the other $45,500 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.

By grant size · FY2025

  • $10k–50k2 grants · $53k
  • $50k–250k1 grant · $50k
$32,800
Median grant
3
States reached
$2.9M
Total assets
Largest grants
RecipientAmount
ROCKY MOUNTAIN FELLOWS INSTITUTE$50,000
GEORGE MASON UNIVERSITY$32,800
HOFSTRA UNIVERSITY$20,000
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:

Dollar for dollar, its grants (FY17–25) land where the poverty rate runs at 12%, against an area that typically sits at 11%. 75% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%DUQUESNE UNIVERSITY SCHOOL OF LAW: $20k → 11%UCLA BET TZEDEK: $23k → 14%UNIVERSITY CALIFORNIA -DAVIS: $20k → 16%HOFSTRA UNIVERSITY: $20k → 6%OKLAHOMA CITY UNIVERSITY: $25k → 16%ROCKY MOUNTAIN FELLOWS INSTITUTE: $50k → 14%University of Iowa: $20k → 15%COMMONS LAW CENTER: $40k → 12%UNIVERSITY OF OREGON: $17k → 15%DIVERSITY EQUITY & INCLUSIVITY COUNCIL: $7k → 10%GEORGE MASON UNIVERSITY: $33k → 6%TULANE UNIVERSITY SCHOOL OF LAW: $20k → 23%UNIVERSITY CALIFORNIA -DAVIS: $20k → 16%HOFSTRA UNIVERSITY: $10k → 6%SOUTHEAST FELLOWS INSTITUTE: $12k → 14%COMMONS LAW CENTER: $23k → 12%UNIVERSITY OF OREGON SCHOOL OF LAW: $6k → 15%HOFSTRA UNIVERSITY: $10k → 6%HOFSTRA UNIVERSITY: $10k → 6%HOFSTRA UNIVERSITY: $10k → 6%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

NY
OR
WY
IA
PA
CA
CO
VA
NM
DC
OK
LA
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.

62%of every dollar goes to organizations it has funded before.
$327k · 6 repeat orgs$203k to everyone else

Grantees it renews have grown median revenue +34% since the first grant, against 0% for those funded once.

6 repeat relationships: 2 still active in FY2025, 4 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

6
8

Total granted

$327k
$171k

Median revenue growth · since first grant

+34%
0%

Still filing today

67%
50%

New vs renewed · share of each year

In FY2025, 68% of grant dollars renewed an existing relationship; $33k 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
EducationCivil RightsCommunity ImprovementOther
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

  • UO
    UNIVERSITY OF WYOMING FOUNDATION
    2× · 2019–2020 · $80k · revenue +116%
  • THE COMMONS LAW CENTER
    2× · 2021–2023 · $63k · revenue +34%
  • TA
    THE AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL
    2× · 2024–2025 · $62k · revenue +2%

Funded once

  • UO
    UNIVERSITY OF NEW MEXICO
    one grant, 2019 · $40k
  • OC
    OKLAHOMA CITY UNIVERSITY
    one grant, 2024 · $25k · revenue +10%
  • BT
    BET TZEDEK
    one grant, 2024 · $23k · revenue 0%
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
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
2
National Association of College and University Attorneys

To advance the practice of higher education attorneys for the benefit of the institutions they serve.

—
3
Loyola University

Loyola University New Orleans, a Jesuit and Catholic institution of higher education, welcomes students of diverse backgrounds and prepares them to lead meaningful lives with and for others; to pursue truth, wisdom, and virtue; and to work…

Education
4
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
5
Augustana College

Rooted in the liberal arts & sciences & lutheran expression of the christian faith, & is committed to offering a challenging education that develops qualities of mind, spirit, & body necessary for a rewarding life of leadership & service…

Education
6
Delaware Valley University

See schedule o.we are inspired by the ideals of our founder who, in 1896, emphasized respect for all people and ideas, who honored knowledge with practice, progress and the common good. our historical commitment to experiential learning…

—
7
Vanderbilt University

See Disclosure Above.

Education
8
Lehigh University

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…

Education
9
Pacific University

A diverse and sustainable learning community dedicated to discovery and excellence in teaching, scholarship and practice, pacific university inspires students to think, care, create and pursue justice in our world.

Education
10
University of Virginia Investment Management Company

The university of virginia investment management company (uvimco) is organized to invest funds on behalf of the rector and visitors of the university of virginia (the university or uva) and university-associated organizations (uaos).

Education
11
Mitchell Hamline School of Law

Mitchell hamline school of law is an independent law school that advances its mission through a combination of legal education, public service, and community engagement. it is dedicated to preparing students to practice law, while also…

Education
12
The Trustees of Princeton University

Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…

Education
How this is measured
The grantee most central to the portfolio’s shape is Oklahoma City University; the most unlike its peers is Diversity Equity and Inclusivity Co. 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

9 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. 9 of the 15 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.

0
Load-bearing (≥25% of a budget)
0
Early backer (in before they grew)
8/9
Grantees still filing
6/9
Grew since first funded

Where the money sits, by cause and then by grantee

UNIVERSITY OF WYOMING FOUNDATION: $80,000 · EducationUNIVERSITY OF WYOMING FOUNDATIONTHE COMMONS LAW CENTER: $63,000 · EducationTHE COMMONS LAW CENTERHOFSTRA UNIVERSITY: $60,000 · EducationHOFSTRA UNIVERSITYOKLAHOMA CITY UNIVERSITY: $25,000 · EducationOKLAHOMA CITY UNIVERSITYDUQUESNE UNIVERSITY OF THE HOLY SPIRIT: $20,156 · EducationDUQUESNE UNIVERSITY OF THE HOLY SPIRITTHE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND: $20,000 · EducationTHE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUNDUNIVERSITY OF CALIFORNIA DAVIS: $40,000 · OtherUNIVERSITY OF CALIFORNIA DAVISUNIVERSITY OF NEW MEXICO: $40,000 · OtherUNIVERSITY OF NEW MEXICOGEORGE MASON UNIVERSITY: $32,800 · OtherGEORGE MASON UNIVERSITYBET TZEDEK: $23,460 · OtherBET TZEDEKUNIVERSITY OF OREGON: $22,000 · OtherUNIVERSITY OF OREGONState University of Iowa: $20,000 · OtherState University of IowaUNIVERSITY OF FLORIDA: $15,000 · OtherUNIVERSITY OF FLORIDATHE AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL: $62,000 · Community ImprovementTHE AMERICAN …DIVERSITY EQUITY AND INCLUSIVITY CO: $7,000 · Civil Rights
Education$268,156Other$193,260Community Improvement$62,000Civil Rights$7,000

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

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetUNIVERSITY OF WYOMING FOUNDATION: $80,000 over 2y, 0.1% of budgetTHE COMMONS LAW CENTER: $63,000 over 2y, 9.1% of budgetTHE AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL: $62,000 over 2y, 0.5% of budgetHOFSTRA UNIVERSITY: $60,000 over 5y, 0.0% of budgetOKLAHOMA CITY UNIVERSITY: $25,000 over 1y, 0.0% of budgetBET TZEDEK: $23,460 over 1y, 0.1% of budgetDUQUESNE UNIVERSITY OF THE HOLY SPIRIT: $20,156 over 1y, 0.0% of budgetTHE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND: $20,000 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.

Folds of Honor Founda…Tulsa Community Found…Amazonsmile Foundation
Folds of Honor FoundationOK13.8× affinity4 shared granteesties to 2 of 2Hover any node to trace its alignments.Compare side by side →

Open a dossier: Folds of Honor Foundation · Tulsa Community Foundation · 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 The American College of Trust and Estate Counsel Foundation funds: left to right is the share of its income from government, bottom to top the share from The American College of Trust and Estate Counsel Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%3%6%10%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    5report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–10%
    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 15 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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    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home