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Association Of Investment Management Sales Executives Inc

EIN 04-9033006 · files IRS Form 990, Schedule I

Given, as filed$185.0k2018–2024 · 7 grants
2018: $30.0k · 1 grants20182019: no grants on file for this year yet20192020: $35.0k · 2 grants2020$35.0k2021: $30.0k · 1 grants20212022: $30.0k · 1 grants20222023: $30.0k · 1 grants20232024: $30.0k · 1 grants2024$30.0k
Grantees2funded more than once, matching gifts aside
1 of 21of 2
Assets, year end$1.2mtax year 2024
2023: $1.1m20232024: $1.2m2024$1.2m
Board and officers30on its latest return

Where it gives

By cause and by place, from its own returns.

By cause

The cause each recipient registered with the IRS

Education$180.0k
Youth development$5.0k

By place

Dollars received, by the recipient's state

half the top state or more10–50%2–10%under 2%

Who it funds most

1 of its 2 grantees were funded in more than one year.

Association Of Investment Management Sales Executives Inc's own IRS Form 990, Schedule I returns, as filed, in USD

Who funds the same organisations

Counted over its 2 largest grantees, leaving out fiscal sponsors and donor-advised funds, which share an address rather than a cause. A fact, not a partnership.

Its board and officers

From its latest return.

Adam GerentineFormer Emiertus President
Anthony BuscemiEmeritus President
Matthew A PawlakPresident
Ami E FoxFormer Board Member
Beth BrewerBoard Member
Brad HaugheyBoard Member
Charlotte WalshSecretary
Chelsea CarbonelFormer Board Member
Chelsea RamosBoard Member
Christa MaxwellVice President
Christy McKeeBoard Member
Claudette GrantTreasurer
Derek M TubbsFormer Board Member
Greg GrazianoBoard Member
James StaffordBoard Member
Jay WiltshireBoard Member
Jennifer PittmanBoard Member
Keith WosneskiFormer Board Member
Kerra SmithFormer Board Member
Lewis Del PonteFormer Board Member
Mark A SullivanFormer Board Member
Maureen Kennedy HaysBoard Member
Melissa SmithBoard Member
Michael PeckBoard Member
Michelle RiffelmacherBoard Member
Molly GiffenBoard Member
Peter CrivelliBoard Member
Ramon GonzalezBoard Member
Richard ShusmanBoard Member
Sean ClarkBoard Member

Form 990 Part VII, tax year 2024, filing 202532889349302118

Name and title as its own return lists them. No pay, no address. A photograph appears only where the person's own organisation or a free licence publishes one, credited beside it; otherwise none. Anyone can ask to be removed: hello@philanova.ai.

Its money

What it gave, held and paid, by year.

Giving by year

2018: $30.0k · 1 grants20182019: no grants on file for this year yet20192020: $35.0k · 2 grants2020$35.0k2021: $30.0k · 1 grants20212022: $30.0k · 1 grants20222023: $30.0k · 1 grants20232024: $30.0k · 1 grants2024$30.0k

A year with no bar has no grants on file yet: its returns may not be loaded. It is not a year without giving.

Tax yearReturnAssets, year endGrants paidCharitable spending
2024Form 990$1.2m—$1.3m
2023Form 990$1.1m—$1.6m

As filed, in US dollars. Assets at fair market value where the return gives it.

Its returns6 filings
Tax yearFormFilingWhere to read it
2024IRS Form 990, Schedule I202532889349302118IRS batch file
2023IRS Form 990, Schedule I202423129349301402IRS batch file
2022IRS Form 990, Schedule I202322509349300212IRS batch file
2021IRS Form 990, Schedule I202241249349301009IRS batch file
2020IRS Form 990, Schedule I202133169349301713IRS batch file
2018IRS Form 990, Schedule I201933099349301133IRS batch file

An IRS batch file holds many returns; the filing number finds this one inside it.

The record as filedEvery table this page has always shown, in full.open

Association Of Investment Management Sales Executives Inc made 7 grants across 2018–2024, totalling $185.0k as filed.

Grants
7
Total, as filed
$185.0k
Years
2018–2024
Filed in
USD

Who it funds

OrganisationGrantsTotal
ROBERT A TOIGO FOUNDATION6$180.0k
BOYS & GIRLS CLUB OF PALM BEACH COUNTY1$5.0k

By year

YearGrantsTotal
20181$30.0k
20202$35.0k
20211$30.0k
20221$30.0k
20231$30.0k
20241$30.0k

Where this came from

Identifier US-EIN-049033006. Register: Internal Revenue Service (US). Machine-readable: JSON.

What this page does not know

  • Wrong if: a figure recovered from a subtotal is read as the sum of the recovered rows. A subtotal divides onto a whole penny whatever its parts did, so rows the per-row rule refuses are inside these figures.
  • What they say they exist to do
  • What each grant was for
  • What they fund, by theme
  • Balance sheet and financials
  • Who runs it
  • Whether they accept proposals
  • Their own record on the register
  • No website on file
  • Leadership not yet identified
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