2023-10-02T16:28:34-05:00 2022-12-31 341884125 CBIZ MHM LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990 2022-01-01 871997787 ALLIANT INSURANCE FOUNDATION ALLI 6192381828 701 B ST 6TH FL SAN DIEGO CA 92101 LILIAN VANVIELDT CHAIR OF BOARD 6192381828 2023-09-27 1 LILIAN VANVIELDT 999009999 1 AMY A O'LOUGHLIN P00869687 6022646835 2023-09-27 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X LILIAN VANVIELDT 701 B ST 6TH FL SAN DIEGO CA 92101 2114950 0 X WWW.ALLIANTFOUNDATION.COM X 2021 CA TO ENGAGE IN CHARITABLE ACTIVITIES THAT RELATE TO ENCOURAGING DIVERSITY AND INCLUSION IN THE RISK MANAGEMENT AND INSURANCE INDUSTRIES. 3 3 0 3 0 0 0 2114950 0 0 0 0 0 0 0 2114950 0 41786 0 0 0 0 0 0 0 0 153516 0 195302 0 1919648 0 1929882 0 10234 0 1919648 TO ENGAGE IN CHARITABLE ACTIVITIES THAT RELATE TO ENCOURAGING DIVERSITY AND INCLUSION IN THE RISK MANAGEMENTAND INSURANCE INDUSTRIES. 0 0 147923 41786 THE FOUNDATION WORKED TO INCREASE DIVERSITY AND INCLUSION IN THE INSURANCE INDUSTRY THROUGH VARIOUS GRANTS AND INITIATIVES. FIRST, IN PARTNERSHIP WITH SOUTHERN UNIVERSITY (AN HBCU) AND THE LOUISIANA DEPARTMENT OF INSURANCE, IT IS CREATING A FIRST OF ITS KIND DEGREE PROGRAM TO PREPARE UNDERREPRESENTED STUDENTS FOR THE INSURANCE AND RISK MANAGEMENT INDUSTRIES. SECOND, IT CONTRIBUTED TO THE CREATION OF THE MARINO CASEM SCHOLARSHIP FUND AT SOUTHERN UNIVERSITY (AN HBCU). FINALLY, THE FOUNDATION IS WORKING TO REMOVE BARRIERS TO WORKING IN THE INSURANCE INDUSTRY THROUGH ESTABLISHING A PROGRAM FOR UNDERREPRESENTED STUDENTS TO INTERN IN THE INSURANCE INDUSTRY AS WELL AS STUDY FOR CERTIFICATION PROGRAMS NECESSARY TO BE SUCCESSFUL AND COMPETITIVE. 147923 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X KARISSA FREANO 9495279656 701 B STREET 6TH FLOOR SAN DIEGO CA 92101 X LILIAN VANVIELDT CHAIR OF BOARD 1.00 X X 0 0 0 PETER CARPENTER SECRETARY 1.00 X X 0 0 0 ILENE ANDERS TREASURER 1.00 X X 0 0 0 0 0 0 0 0 0 0 1 2114950 2114950 2114950 0 0 0 X 41786 41786 145395 100000 45395 1250 1250 1308 1233 75 1940 1940 214 214 1909 1909 MEALS AND ENTERTAINMENT 1500 1500 195302 147923 47379 0 0 1929882 0 1929882 0 10234 0 10234 X 0 0 0 0 0 1919648 0 1919648 0 1929882 1919648 0 X 0 1 X 1 0 X 2114950 2114950 2114950 2114950 2114950 2114950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 2347600 232650 232650 2114950 0 2114950 427952 232650 232650 195302 0 195302 PART X, LINE 2: THE CORPORATION IS A PUBLIC CHARITY AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE CORPORATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE CORPORATION IS NOT A PRIVATE FOUNDATION. 1 SPENCER EDUCATIONAL FOUNDATION INC PO BOX 23613 NEW YORK NY 10087 581420617 501(C)(3) 24786 0 SCHOLARSHIPS AND GRANTS TO UNIVERSITIES SOUTHERN UNIVERSITY 801 HARDING BLVD BATON ROUGE LA 70807 237052911 501(C)(3) 15000 0 SCHOLARSHIP PROGRAM PART I, LINE 2: THE FOUNDATION SUPPORTS ESTABLISHED CHARITIES AND CAREFULLY RESEARCHES ITS DONEE ORGANIZATIONS. AFTER DONATIONS ARE SENT, NO FURTHER MONITORING IS CONSIDERED NECESSARY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. AFTER REVIEW BY MANAGEMENT AND BOARD TREASURER, IT WILL BE DISTRIBUTED TO ALL BOARD MEMBERS FOR REVIEW. IT IS THEN FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C WHEN A COVERED PERSON BECOMES AWARE OF A PROPOSED COVERED TRANSACTION, HE OR SHE SHALL HAVE A DUTY TO IMMEDIATELY DISCLOSE THE EXISTENCE AND MATERIAL FACTS CONCERNING THE COVERED TRANSACTION TO THE CHAIR OF THE BOARD. A COVERED PERSON WHO HAS AN INTEREST IN A CURRENT OR PROPOSED COVERED TRANSACTION SHALL: REFRAIN FROM USING HIS OR HER PERSONAL INFLUENCE TO AFFECT THE CORPORATION'S DECISION TO ENTER INTO THE COVERED TRANSACTION OR MAKE ANY ATTEMPT TO INFLUENCE THE DELIBERATIONS OR VOTING ON THE COVERED TRANSACTION; AND PHYSICALLY EXCUSE HIMSELF OR HERSELF FROM PARTICIPATION IN ANY DISCUSSIONS, DELIBERATIONS, VOTING, OR DECISIONS REGARDING THE COVERED TRANSACTION WITH DIRECTORS, OFFICERS AND EMPLOYEES OF THE CORPORATION, EXCEPT TO RESPOND TO REQUESTS FOR INFORMATION ABOUT THE COVERED TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS ARTICLES OF INCORPORATION AND BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 100,000. MANAGEMENT AND GENERAL EXPENSES 45,395. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 145,395.