2019-01-16T11:53:42-06:00 2018-08-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990EZ 2017-09-01 510152307 IIAA EDUCATIONAL FOUNDATION IIAA 7036834422 127 SOUTH PEYTON STREET ALEXANDRIA VA 22314 EUGENE S COCKE CFO 7036834422 2019-01-16 1 R MICHAEL SORRELLS P00001737 2022932200 216.59.105.130 2019-01-16 11:53:39 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2017 2019-02-21 02:37:17Z X WWW.INDEPENDENTAGENT.COM X X 161375 X 161375 161375 136000 136000 25375 105610 0 130985 105610 130985 105610 130985 0 0 105610 130985 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, 2018, THE ORGANIZATION AWARDED $136,000 IN GRANTS TO ASSIST WITH RELIEF EFFORTS AFTER FLOOD, HURRICANE, TORNADO AND FIRE DISASTERS. 136000 136000 136000 SPENCER HOULDIN TRUSTEE 1.00 0 0 0 VAUGHN GRAHAM TRUSTEE 1.00 0 0 0 W MICHAEL MCBRIDE TRUSTEE 1.00 0 0 0 JOSEPH P LEAHY TRUSTEE 1.00 0 0 0 JON A JENSEN TRUSTEE 1.00 0 0 0 JOHN COSTELLO TRUSTEE 1.00 0 0 0 ROBERT FEE 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 2016, 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). FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: DISASTER RELIEF-FLOODS IN TEXAS. GRANTEE NAME: IIAT FOUNDATION. GRANTEE ADDRESS: 115 SAN JACINTO, SUITE 100 AUSTIN, TX 78701. GRANTEE RELATIONSHIP: STATE ASSOCIATION . AMOUNT GIVEN: 10,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: DISASTER RELIEF-FLOODS IN TEXAS. GRANTEE NAME: JULIAN SALTER COMPANY. GRANTEE ADDRESS: 3230 CENTRAL MALL DRIVE PORT ARTHUR, TX 77642. GRANTEE RELATIONSHIP: INSURANCE AGENCY. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: DISASTER RELIEF-TORNADOS IN IOWA. GRANTEE NAME: IND INS AGTS OF IOWA. GRANTEE ADDRESS: 4000 WESTOWN PARKWAY, SUITE 200 WEST DES MOINES, IA 50266. GRANTEE RELATIONSHIP: STATE ASSOCIATION . AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GRANTS UNDER $5,000. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 116,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 136,000. 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.