ACTEC Foundation Mission & Operations
Articles and Bylaws
(Amended and Restated as of October 27, 2018 [PDF])
The American College of Trust and Estate Counsel Foundation
901 15th Street, N.W., Washington, DC 20005
A Delaware Nonprofit Nonstock Corporation
Financials
Fiscal Year-end April 30, 2020
Form 990
2019
IRS Tax-Exempt Status
IRS Determination Letter – April 17, 2019
Conflict of Interests Policy
ACTEC Foundation Conflict of Interests Policy
Conflict Disclosure Form
ACTEC Conflict Disclosure Form
Officers and Directors
President
Jeffrey C. Thede
Portland, Oregon
Vice President
John T. Rogers, Jr.
Los Angeles, California
Treasurer
Kathleen R. Sherby
St. Louis, Missouri
Secretary, and Co-Chair, Grant Committee
Melissa J. Willms
Houston, Texas
Co-Chair, Grant Committee
Lora G. Davis
Dallas, Texas
Chair, Fundraising Committee
Christopher B. Hunt
Minneapolis, Minnesota
Directors
Susan L. Abbott
Boston, Massachusetts
Brad Bedingfield
Boston, Massachusetts
Stephanie B. Casteel
Reno, Nevada
Erik Dryburgh
San Francisco, California
David F. Edwards
New Orleans, Louisiana
Theron E. Fry
Wichita, Kansas
Thomas P. Gallanis
Iowa City, Iowa
Susan N. Gary
Eugene, Oregon
Peter S. Gordon
Wilmington, Delaware
Chasity Grice
Memphis, Tennessee
T. Randolph Harris
New York, New York
Joseph G. Hodges, Jr.
Denver, Colorado
Christopher R. Hoyt
Kansas City, Missouri
Benetta Park Jenson
Chicago, Illinois
Robert K. Kirkland
Liberty, Missouri
W. Cameron McCulloch
Houston, Texas
Michele A.W. McKinnon
Richmond, Virginia
Charles Ian Nash
Melbourne, Florida
Jeanne L. Newlon
Washington, District of Columbia
Bruce S. Ross
Los Angeles, California
Alan F. Rothschild, Jr.
Columbus, Georgia
Foundation Committees
Foundation Executive Committee
- Jeffrey C. Thede (President), Portland, Oregon
- John T. Rogers, Jr. (Vice President), Los Angeles, California
- James M. Maddox (Treasurer), Los Angeles, California
- Kathleen R. Sherby (Secretary), St. Louis, Missouri
- Christopher B. Hunt (Chair, Fundraising Committee), Minneapolis, Minnesota
- Melissa J. Willms (Chair, Grant Committee) Houston, Texas
- Lora G. Davis (Co-Chair, Grant Committee) Dallas, Texas
Foundation Audit Committee
- Kathleen R. Sherby (Chair) St. Louis, Missouri
- Stephanie B. Casteel, Reno, Nevada
- Charles Ian Nash, Melbourne, Florida
- Jeanne L. Newlon, Washington, District of Columbia
Foundation Financial Management Committee
- John T. Rogers, Jr. (Chair), Los Angeles, California
- Lora G. Davis, Dallas, Texas
- T. Randolph Harris, New York, New York
- Alan F. Rothschild, Jr., Columbus, Georgia
- Kathleen R. Sherby, St. Louis, Missouri
- Richard D. Woods, Overland Park, Kansas
Foundation Fundraising Committee
- Christopher B. Hunt (Chair), Minneapolis, Minnesota
- David F. Edwards, New Orleans, Louisiana
- Robert K. Kirkland, Liberty, Missouri
- Cameron McCulloch, Houston, Texas
- Robert E. Temmerman, Jr., San Jose, California
- Jeffrey C. Thede, Portland, Oregon
Foundation Grant Committee
- Lora G. Davis (Co-Chair) Dallas, Texas
- Melissa J. Willms (Co-Chair) Houston, Texas
- Erik Dryburgh, San Francisco, California
- Theron E. Fry, Wichita, Kansas
- Professor Thomas P. Gallanis, Iowa City, Iowa
- Professor Susan N. Gary, Eugene, Oregon
- Chasity Grice, Memphis, Tennessee
- Professor Christopher R. Hoyt, Kansas City, Missouri
- Kathleen R. Sherby, St. Louis, Missouri
Planning and Governance Committee
- T. Randolph Harris (Co-Chair), New York, New York
- Charles Ian Nash (Co-Chair) Melbourne, Florida
- Professor Thomas P. Gallanis, Iowa City, Iowa
- James M. Maddox, Hobbs, New Mexico
- Michele A.W. McKinnon, Richmond, Virginia
- Kurt A Sommer, Santa Fe, New Mexico
- Jeffrey C. Thede, Portland, Oregon
Foundation Marketing & Communications Committee
- Benetta Park (Chair), Oak Park, Wisconsin
- Peter S. Gordon, Wilmington, Delaware
- Joseph G. Hodges, Jr., Denver, Colorado
- Cameron McCulloch, Houston, Texas
- John T. Rogers, Jr., Los Angeles, California
Foundation Nominating Committee
- Jeffrey C. Thede (Chair), Portland, Oregon
- Theron E. Fry, Wichita, Kansas
- Joseph G. Hodges, Jr., Denver, Colorado
- Benetta Park, Jenson, Oak Park, Wisconsin
- Bruce S. Ross, Los Angeles, California
- Melissa J. Willms, Houston, Texas
Disaster Preparedness Task Force (formerly Subcommittee)
- Susan L. Abbott (Chair), Boston, Massachusetts
- Brad Bedingfield, Boston, Massachusetts
- Karen Elizabeth Boxx, Seattle, Washington
- Stephanie B. Casteel, Reno, Nevada
- Michele W. McKinnon, Richmond, Virginia
- Jeffrey C. Thede, New York, New York
Staff
Jeffrey C. Thede
Thede Culpepper Moore Munro & Silliman LLP
3675 Us Bancorp Tower
111 S.W. Fifth Avenue
Portland, OR, 97204-3625
Executive Director
Deborah O. McKinnon
Membership and Foundation Management Director
Amy Michaud
amy.michaud@actec.org
(202) 684-8453
Controller
Deborah Oberst, CPA
debbie.oberst@actec.org
(202) 684-8460
Digital Marketing Director
Suzy Shaw
suzy.shaw@actec.org
(202) 684-8460