Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (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 Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) UNIVERSITY OF MICHIGAN
3003 S STATE STREET
ANN ARBOR,MI48109 		38-6006309 115 31,203   N/A N/A EDUCATIONAL GRANTS
(2) UNIVERSITY OF ILLINOIS
PO BOX 4610
SPRINGFIELD,IL62708 		37-6000511 115 111,663   N/A N/A EDUCATIONAL GRANTS
(3) UNIVERSITY OF CALIFORNIA
SAASB BUILDING RM 1212
SANTA BARBARA,CA93106 		95-6006145 115 98,538   N/A N/A EDUCATIONAL GRANTS
(4) University of Wisconsin
DRAWER 538
MilWAUKEE,WI53278 		39-6006492 115 110,658   n/a n/a Educational Grant
(5) University of Nebraska
2200 VINE STREET
Lincoln,NE68583 		47-0049123 115 49,925   n/a n/A educational grant
(6) Georgia State University
PO BOx 3999
Atlanta,GA30302 		58-1845423 115 50,000   n/a n/a Research Grant
(7) IABA Foundation
PO Box 207071
WEST HARTFORD,CT06127 		20-0761668 501 (c) (3) 8,000   n/a n/a educational grant
(8) Howard University
2600 6th Street NW
WaSHINGTON,DC20059 		53-0204707 501 (c) (3) 12,000   n/a n/a Educational Grant
(9) ILLINOIS STATE UNIVERSITY
313 STEVENSON HALL
NORMAL,IL61790 		37-6014070 115 28,000   N/A N/A EDUCATIONAL GRANTS
(10) MORGAN STATE UNIVERSITY
1700 COLD SPRING LANE
BALTIMORE,MD21251 		23-7089143 115 8,000   N/A N/A EDUCATIONAL GRANT
(11) West Chester University
25 UNIVERSITY AVE
West Chester,PA19383 		23-2417773 115 6,000   n/a n/A EDUCATIONAL GRANT
(12) MATRIX GROUP INTERNATIONAL
2711 JEFFERSON DAVIS HWY
ALRINGTON,VA22202 		54-2023680   17,350   N/A N/A RESEARCH GRANT
(13) SIMERGY CONSULTING
405 LEXINGTON AVE
NEW YORK,NY10174 		27-2080906   19,412   N/A N/A RESEARCH GRANT
(14) OPTUMINSIGHT
PO BOX 860215
MINNEAPOLIS,MN55486 		41-1858498   18,638   N/A N/A RESEARCH GRANT
(15) HARTMAN ANALYTICS
405 LEXINGTON AVE
NEW YORK,NY10174 		81-1373110   25,000   N/A N/A RESEARCH GRANT
(16) RUDOLPH FINANCIAL CONSULTING
5002 S 237TH CIRCLE
ELKHORN,WI68022 		20-5431956   16,000   N/A N/A RESEARCH GRANT
(17) KENNELL & ASSOCIATES
3130 FAIRVIEW PARK DRIVE
FALLS CHURCH,VA22042 		54-1771141   288,000   N/A N/A RESEARCH GRANT
(18) VALENCE HEALTH
540 W MADISON STREET
CHICAGO,IL60661 		36-1265323   47,000   N/A N/A RESEARCH GRANT
(19) UNIVERSITY OF HAWAII
2440 CAMPUS ROAD
HONOLULU,HI96822 		99-6000354 115 18,000   N/A N/A RESEARCH GRANT
(20) MILLIMAN INC
71 S WACKER DRIVE
CHICAGO,IL60606 		91-0675641   22,000   N/A N/A RESEARCH GRANT
(21) RGA INSURANCE
1370 TIMBERLAKE MANOR PKW
CHESTERFIELD,MO63174 		43-1235868   70,000   N/A N/A RESEARCH GRANT
(22) Conning Asset Mgmt
One Financial Plaza
Hartford,CT06103 		43-1267103   72,500   n/a n/a Research Grant
(23) TOWERS WATSON
335 MADISON AVE
NEW YORK,NY10017 		23-1159360   28,000   N/A N/A RESEARCH GRANT
(24) UNIVERSITY OF TEXAS AT DALLAS
800 W CAMPBELL ROAD
RICHARDSON,TX75080 		75-1305566 115 6,000   N/A N/A RESEARCH GRANT
(25) NORTHERN ILLINOIS UNIVERSITY
LOWDEN HALL 203
DEKALB,IL60115 		36-6086819 115 6,500   N/A N/A RESEARCH GRANT
(26) ROBERT MORRIS UNIVERSITY
6001 UNIVERSITY BLVD
CORAOPOLIS,PA15108 		25-1120678 501 (c) (3) 14,750   N/A N/A RESEARCH GRANT
(27) LL GLOBAL INC
PO BOX 660
BRIDGEPORT,CT06601 		  59,462   N/A N/A RESEARCH GRANT
(28) ERNST & YOUNG
3712 SOLUTIONS CENTER
CHICAGO,IL60677 		34-6565596   13,500   N/A N/A RESEARCH GRANT
(29) STANFORD UNIVERSITY
326 GALVEZ STREET
STANFORD,CA94305 		94-1156365 501 (c) (3) 73,334   N/A N/A RESEARCH GRANT
(30) ALBERTS ACTUARIAL CONSULTING
819 E 64TH STREET
INDIANAPOLIS,IN46220 		26-2639210   17,000   N/A N/A RESEARCH GRANT
(31) DIRECTIONS INC
PO BOX 681429
SchaUMBURG,IL60168 		36-3160216   10,634   n/a n/A Research Grant
(32) UNIVERSITY OF CALIFORNIA
2195 HEARST AVE
BERKELEY,CA94720 		94-6002123 115 50,000   N/A N/A RESEARCH GRANT
(33) ACTUARIAL COMPASS LLC
7600 OVERLOOK HILLS LANE
CINCINNATI,OH45244 		46-1036478   31,000   N/A N/A RESEARCH GRANT
(34) TRL CONSULTING INC
1126 ASHLAND AVE
SAINT PAUL,MN55104 		27-3115205   7,500   N/A N/A RESEARCH GRANT
(35) USC
UNIVERSITY GARDENS
LOS ANGELES,CA90089 		95-1642394 501 (c) (3) 10,000   N/A N/A RESEARCH GRANT
(36) GEORGETOWN UNIVERSITY
3700 O STREET NW
WaSHINGTON,DC20057 		53-0196603 501 (c) (3) 40,000   N/A N/A RESEARCH GRANT
(37) The Actuarial Foundation
475 N Martingale Rd
schaUMBURG,IL60173 		36-3968441 501 (c) (3)   360,460 FMV Staff Time General Support
(38) American Academy of Actuaries
1850 N Street NW
WashiNGTON,DC20036 		36-2142798 501 (c) (6) 180,880   n/a n/a General Support
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
19
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
19
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2016
Page 2

Schedule I (Form 990) 2016
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) RESEARCH GRANTS 59 221,627   N/A N/A
(2) EDUCATIONAL GRANTS 12 220,000   N/A N/A
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference 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 requirements 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.
Schedule I (Form 990) 2016



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