funder logo

THE AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL FOUNDATION

THE AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL FOUNDATION

Washington, DC, US
501(c)3
EIN
27-5024342
Research Institutes & Public Policy Analysis
funder logo

THE AMERICAN COLLEGE OF TRUST AND ESTATE COUNSEL FOUNDATION

Washington, DC, US
501(c)3
EIN
27-5024342
Research Institutes & Public Policy Analysis

Balance Sheet

Fiscal Year Start:
May 1
Assets in 2025 (Year End)

$2,877,656

Investments
83%
Cash & Equivalents
15%
Property, Plant, & Equipment (net)
1%
Other Assets
<1%
Receivables (Non-Related)
<1%
Prepaid Expenses
<1%
Related-Party Receivables
0%
Inventories
0%
Liabilities in 2025 (Year End)

$95,122

Grants Payable
93%
Other Liabilities
5%
Payables & Accruals
2%
Deferred Revenue
0%
Tax-Exempt Bond Liabilities
0%
Custodial & Escrow Liabilities
0%
Notes Payable / Debt (Non-Related)
0%
Related-Party Payables
0%
Assets
2024
2025
Change
Cash & Equivalents
$225,421
$417,634
+85%
Receivables (Non-Related)
$5,950
$10,075
+69%
Related-Party Receivables
-
-
-
Inventories
-
-
-
Prepaid Expenses
$5,107
$4,567
-11%
Investments
$2,515,847
$2,396,637
-5%
Property, Plant, & Equipment (net)
$10,138
$37,809
+273%
Other Assets
$10,886
$10,934
+0%
Total Assets
$2,773,349
$2,877,656
+4%
Liabilities
2024
2025
Change
Payables & Accruals
$7,427
$2,248
-70%
Grants Payable
$133,980
$88,443
-34%
Deferred Revenue
-
-
-
Tax-Exempt Bond Liabilities
-
-
-
Custodial & Escrow Liabilities
-
-
-
Notes Payable / Debt (Non-Related)
-
-
-
Related-Party Payables
-
-
-
Other Liabilities
$5,259
$4,431
-16%
Total Liabilities
$146,666
$95,122
-35%
Net assets
2024
2025
Change
Restricted Net Assets
$534,911
$556,331
+4%
Unrestricted Net Assets
$2,091,772
$2,226,203
+6%
Net assets
2024
2025
Change
Net assets
+$2,626,683
+$2,782,534
+6%
Balance Sheet
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