2020-03-25T16:15:56-05:00 2019-08-31 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990EZ 2018-09-01 510152307 IIAA EDUCATIONAL FOUNDATION IIAA 7036834422 127 SOUTH PEYTON STREET ALEXANDRIA VA 22314 EUGENE S COCKE CFO 7036834422 2020-03-25 1 R MICHAEL SORRELLS P00001737 2022932200 108.48.150.90 2020-03-25 16:15:52 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1FE53BDFCB5A9E7ADF2C1FAEFD07FCB2349EA307 2018 2020-09-23 17:36:50Z X WWW.INDEPENDENTAGENT.COM X X 112280 112280 112280 82500 82500 29780 130985 0 160765 130985 160765 130985 160765 0 0 130985 160765 X ORGANIZED TO PROVIDE SCHOLARSHIPS, CHARITY OR OTHER FINANCIAL ASSISTANCE TO INDIVIDUALS OR BUSINESSES, AND TO FOSTER PROJECTS FOR EDUCATIONAL RESEARCH. IN RECENT YEARS, THE FOUNDATION'S PROGRAMS HAVE FOCUSED ON PROVIDING DISASTER RELIEF. FOR THE YEAR ENDED AUGUST 31, 2019, THE ORGANIZATION AWARDED $82,500 IN GRANTS TO ASSIST WITH RELIEF EFFORTS AFTER HURRICANE, FLOOD AND FIRE DISASTERS. ALL GRANTS WERE $5,000 OR LESS. 82500 82500 82500 JOSEPH P LEAHY TRUSTEE 1.00 0 0 0 JON A JENSEN TRUSTEE 1.00 0 0 0 ROBERT FEE TRUSTEE 1.00 0 0 0 JOHN COSTELLO TRUSTEE 1.00 0 0 0 W MICHAEL MCBRIDE TRUSTEE 1.00 0 0 0 S TODD JACKSON TRUSTEE 1.00 0 0 0 VAUGHN GRAHAM TRUSTEE 1.00 0 0 0 SCOTT KNEELAND GENERAL COUNSEL 1.00 0 0 0 ROBERT RUSBULDT CEO 1.00 0 0 0 EUGENE COCKE CFO 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NY EUGENE S COCKE 127 SOUTH PEYTON STREET ALEXANDRIA VA 22314 7036834422 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X X 1 INDEPENDENT INSURANCE AGENTS AND BROKERS OF AMERICA INC 135665571 10 1 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION A, LINE 3C: THE FOUNDATION AND THE SUPPORTED ORGANIZATION (INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA) SHARE THE SAME ACCOUNTING DEPARTMENT, WHICH PREPARES FINANCIAL STATEMENTS FOR BOTH ENTITIES. IN 2018, THE FOUNDATION DID NOT PROVIDE MONETARY SUPPORT TO THE SUPPORTED ORGANIZATION. PART IV, SECTION C, LINE 1: THE FOUNDATION AND SUPPORTED ORGANIZATION ARE UNDER COMMON MANAGEMENT WHICH CONTROL AND SUPERVISE THE FOUNDATION. THE BOARD OF TRUSTEES OF THE FOUNDATION ARE APPOINTED AND MAY BE REMOVED BY THE SUPPORTED ORGANIZATION. PART IV, SECTION A, LINE 3B: IIAA EDUCATIONAL FOUNDATION (IIAA EF) AND ITS SUPPORTED ORGANIZATION, INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA, INC. (IIABA), SHARE THE SAME ACCOUNTING DEPARTMENT. PRIOR TO FILING THE 990, IIAA EF REVIEWED THE FINANCIAL STATEMENTS OF THE SUPPORTED ORGANIZATION AND ENSURED THAT THE SUPPORTED ORGANIZATION MET THE PUBLIC SUPPORT TESTS UNDER SECTION 509(A)(2). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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.