SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2016
Open to Public Inspection
Name of the organization
SOCIETY OF ACTUARIES
 
Employer identification number

36-2136422
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
NORTH AMERICA 1 3 GRANTS TO RECIPIENTS   575,666
EUROPE     GRANTS TO RECIPIENTS   39,000
EAST ASIA AND PACIFIC 1 2 GRANTS TO RECIPIENTS   129,830
NORTH AMERICA 1 3 PROGRAM SERVICES PROGRAM ACTIVITIES 15,445
EAST ASIA AND PACIFIC 1 1 PROGRAM SERVICES PROGRAM ACTIVITIES 207,897
EUROPE     PROGRAM SERVICES PROGRAM ACTIVITIES 84,477
Middle East     Grants to Recipients   10,000
Central America and the Caribbean     INVESTMENTS   6,007,265
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 4 9 7,069,580
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 4 9 7,069,580
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2016
Page 2
Schedule F (Form 990) 2016
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
EUROPE Research Grant 20,000 CHECK   N/A N/A
East Asia and Pacific Educational Grant 12,500 CHECK   N/A N/A
East Asia and Pacific Educational Grant 12,500 CHECK   N/A N/A
East Asia and Pacific Educational Grant 93,830 CHECK   N/A N/A
NORTH AMERICA Educational Grant 100,000 CHECK   N/A N/A
NORTH AMERICA Educational Grant 99,000 CHECK   N/A N/A
NORTH AMERICA Research Grant 20,000 CHECK   N/A N/A
NORTH AMERICA Research Grant 19,000 CHECK   N/A N/A
NORTH AMERICA Research Grant 10,000 CHECK   N/A N/A
NORTH AMERICA Research Grant 7,000 CHECK   N/A N/A
NORTH AMERICA Research Grant 12,000 CHECK   N/A N/A
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
7
3 Enter total number of other organizations or entities .......................MediumBullet
4
Schedule F (Form 990) 2016
Page 3
Schedule F (Form 990) 2016Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
RESEARCH GRANTS EAST ASIA AND PACIFIC 8 6,000 CHECK   N/A N/A
RESEARCH GRANTS EUROPE 3 11,000 CHECK   N/A N/A
RESEARCH GRANTS NORTH AMERICA 24 192,566 CHECK   N/A N/A
Educational Scholarships NORTH AMERICA 5 100,000 CHECK   N/A N/A
Educational Scholarship Middle East 1 10,000 CHECK   N/A N/A
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2016
Page 4
Schedule F (Form 990) 2016
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; do not file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; do not file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2016
Page 5
Schedule F (Form 990) 2016
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
Part I, Line 2: All educational grants state that the funds are to be used for educational expenses. Each educational grant is monitored by staff for compliance with the requiremets of the program. The review, selection, and monitoring of research grants is conducted by a project oversight group (POG) and recipients are required to submit progress reports.
Part I, line 3: All grants are recorded based on the acrual method of accounting.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2016
Additional Data


Software ID:  
Software Version: