2025-08-06T09:43:07-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990EZ 2023-10-01 132967185 CASUALTY ACTUARIAL SOCIETY TRUST CASU 7032763100 4350 NORTH FAIRFAX DRIVE 250 ARLINGTON VA 22203 VICTOR R CARTER-BEY CHIEF EXECUTIVE OFFICER 7032763100 2025-08-04 1 1 ROBERT WILLIAMS P01345960 5712279500 2025-07-22 2023 2025-03-06 01:10:19Z X HTTPS://WWW.CASACT.ORG/ABOUT/CAS-TRUST X X 32812 X 32812 32812 47500 4531 52031 -19219 266486 0 247267 266486 247267 266486 247267 0 0 266486 247267 X THE CASUALTY ACTUARIAL SOCIETY TRUST AFFORDS MEMBERS AND OTHERS AN INCOME TAX DEDUCTION FOR CONTRIBUTIONS OF FUNDS TO BE USED FOR SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. THE LIBRARY FUNCTION OF THE SOCIETY IS MANAGED BY THE TRUST. THE TRUST WAS QUALIFIED BY THE INTERNAL REVENUE SERVICE ON FEBRUARY 26, 1979, AS A NON-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE OFFICERS OF THE SOCIETY SERVE AS TRUSTEES. AS FUNDS PERMIT THEY WILL BE MADE AVAILABLE FOR SUCH USES AS SCHOLARSHIPS AND RESEARCH GRANTS. THE CAS TRUST SCHOLARSHIP PROGRAM AND THE REINSURANCE PRIZE ARE CURRENTLY FUNDED BY THE TRUST. SCHOLARSHIPS ARE AWARDED ON THE BASIS OF INDIVIDUAL MERIT. THE CAS TRUST SCHOLARSHIP PROGRAM WILL AWARD SCHOLARSHIPS IN THE AMOUNT OF $5,000 AND $2,500 TO DESERVING STUDENTS ANNUALLY. THE SCHOLARSHIP'S INTENT IS TO FURTHER STUDENTS' INTEREST IN THE PROPERTY/CASUALTY PROFESSION AND ENCOURAGE PURSUIT OF THE CAS DESIGNATION. PREFERENCE WILL BE GIVEN TO APPLICANTS WHO HAVE NOT YET WON THE CAS TRUST SCHOLARSHIP. 0 0 0 RICHARD MONCHER TRUSTEE 2.00 0 0 0 ANTHONY BUSTILLO TRUSTEE 2.00 0 0 0 VICTOR CARTER-BEY CHIEF EXECUTIVE OFFICER 2.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 VA VICTOR R CARTER-BEY 4350 N FAIRFAX DRIVE STE 250 ARLINGTON VA 22203 7032763100 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X X 1 CASUALTY ACTUARIAL SOCIETY 136113674 10 1 0 52031 1 0 52031 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 2: THE SUPPORTED ORGANIZATION IS EXEMPT UNDER SECTION 501(C)(6), SEE BELOW. PART IV, SECTION A, LINE 3B: THE TRUST HAS CALCULATED THE PUBLIC SUPPORT TEST OF SECTION 509(A)(2) FOR ITS SUPPORTED ORGANIZATION, THE CASUALTY ACTUARIAL SOCIETY. THE PUBLIC SUPPORT PERCENTAGE FOR 2020-2024 IS 93.96% AND THE INVESTMENT INCOME PERCENTAGE IS 5.94%. PART IV, SECTION A, LINE 3C: THE TRUST MAKES NO DISTRIBUTIONS DIRECTLY TO THE SUPPORTED ORGANIZATION. THE TRUST AWARDS SCHOLARSHIPS AND SUPPORTS RESEARCH IN THE FIELD OF ACTUARIAL SCIENCE, CONSISTENT WITH THE MISSION OF THE SUPPORTED ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: VARIOUS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 47,500. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: CAS TRUST 10K CHALLENGE - T-SHIRTS, MEDALS, T-SHIRT DESIGN, FLYERS, AWARDS. AMOUNT: 4,531. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.