TY 2014 Form 990

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.	(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses
1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	39,000	39,000
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ....
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............
4	Benefits paid to or for members ....
5	Compensation of current officers, directors, trustees, and key employees ....	762,913	434,934	310,848	17,131
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....
7	Other salaries and wages ....	567,328	281,868	270,550	14,910
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	67,974	67,974
9	Other employee benefits .......	30,802	30,802
10	Payroll taxes ...........	75,901	37,951	37,950
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	72,897		72,897
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ....	17,842		17,842
12	Advertising and promotion ....
13	Office expenses .......	38,220	16,420	21,800
14	Information technology ......
15	Royalties ..
16	Occupancy ...........
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......
19	Conferences, conventions, and meetings ....	1,469,705	1,404,834	64,871
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization .....	109		109
23	Insurance ..............	22,419	5,205	17,214
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	MAINTENANCE	27,985	0	27,985
b	UTILITIES	20,085	1,785	18,300
c	MISCELLAENOUS EXPENSE	17,027	9,541	7,486
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	3,230,207	2,330,314	867,852	32,041
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
	1	Cash–non-interest-bearing .............	293,660	1	292,315
2	Savings and temporary cash investments .........		2
3	Pledges and grants receivable, net ...........	67,180	3	136,145
4	Accounts receivable, net .............	1,616,204	4	410,000
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
			5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
			6
7	Notes and loans receivable, net .............		7
8	Inventories for sale or use ..............		8
9	Prepaid expenses and deferred charges ..........	25,003	9	15,400
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	89,326
b	Less: accumulated depreciation .....	10b	22,834	43,232	10c	66,492
11	Investments—publicly traded securities ..........		11
12	Investments—other securities. See Part IV, line 11 .....		12
13	Investments—program-related. See Part IV, line 11 .....		13
14	Intangible assets ...............		14
15	Other assets. See Part IV, line 11 ...........	15,300	15	15,300
16	Total assets. Add lines 1 through 15 (must equal line 34)......	2,060,579	16	935,652
	17	Accounts payable and accrued expenses .........	141,896	17	120,384
18	Grants payable .................		18
19	Deferred revenue ................		19
20	Tax-exempt bond liabilities .............		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..		21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........		22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ....		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................	1,156	25	11,630
26	Total liabilities. Add lines 17 through 25.........	143,052	26	132,014
		Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............	1,885,009	27	718,598
28	Temporarily restricted net assets ...........	32,518	28	85,040
29	Permanently restricted net assets ...........		29
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds ........		30
31	Paid-in or capital surplus, or land, building or equipment fund .....		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances ...........	1,917,527	33	803,638
34	Total liabilities and net assets/fund balances ........	2,060,579	34	935,652

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
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Attach to Form 990 or Form 990-EZ.
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Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization

AMERICAN INSTITUTE OF MATHEMATICS

Employer identification number

94-3205114

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross

receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of

its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses

acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 11g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations .............................

Provide the following information about the supported organization(s).

(i)Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i)Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2014

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....	3,640,375	4,429,032	4,199,919	3,767,947	3,522,402	19,559,675
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	3,640,375	4,429,032	4,199,919	3,767,947	3,522,402	19,559,675
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..						659,924
6	Public support. Subtract line 5 from line 4.						18,899,751

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(f) Total
7	Amounts from line 4..	3,640,375	4,429,032	4,199,919	3,767,947	3,522,402	19,559,675
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	34	19	21,378	8,176	7,765	37,372
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	924	6,973	19,690	11,106	3,068	41,761
11	Total support Add lines 7 through 10.						19,638,808

Gross receipts from related activities, etc. (see instructions) ..................

8,975

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2014 (line 6, column (f) divided by line 11, column (f)) .........

96.240 %

Public support percentage for 2013 Schedule A, Part II, line 14 ...............

80.920 %

16a

33 1/3% support test—2014. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2013. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2014. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2013. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2014

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3	Gross receipts from activities that are not an unrelated trade or business under section 513..
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge..
6	Total. Add lines 1 through 5.
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2014 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2013 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2014 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2013 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2014. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2013. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2014

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Schedule A (Form 990 or 990-EZ) 2014

Page 5

Part IV

Supporting Organizations (continued)

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2014

Page 6

Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1. Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6
7	Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2014

Page 7

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2014 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2014	(iii) Distributable Amount for 2014
1 Distributable amount for 2014 from Section C, line 6
2 Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions)
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2014 distributable amount
i Carryover from 2009 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2014 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2014 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions)
6 Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions)
7 Excess distributions carryover to 2015. Add lines 3j and 4c.
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......
e From 2014.......

Schedule A (Form 990 or 990-EZ) (2014)

Schedule A (Form 990 or 990-EZ) 2014

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	OTHER INCOME - 2010 AMOUNT: $ 924. 2011 AMOUNT: $ 6,973. 2012 AMOUNT: $ 19,690. 2013 AMOUNT: $ 11,106. 2014 AMOUNT: $ 3,068.

Schedule A (Form 990 or 990-EZ) 2014

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Name of the organization

AMERICAN INSTITUTE OF MATHEMATICS

Employer identification number

94-3205114

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 2

Name of organization AMERICAN INSTITUTE OF MATHEMATICS

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 3

Name of organization AMERICAN INSTITUTE OF MATHEMATICS

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 4

Name of organization
AMERICAN INSTITUTE OF MATHEMATICS

Employer identification number

94-3205114

Part III

Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet

$
Use duplicate copies of Part III if additional space is needed.

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

AMERICAN INSTITUTE OF MATHEMATICS

Employer identification number

94-3205114

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements .......................	2a
b	Total acreage restricted by conservation easements ..................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ....................	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included in Form 990, Part VIII, line 1 ........................ SchDMd Bullet

(ii)

Assets included in Form 990, Part X .............................. SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

Revenue included in Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2014

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No

If "Yes," explain the arrangement in Part XIII and complete the following table:


c	Beginning balance .................................	1c
d	Additions during the year ..............................	1d
e	Distributions during the year .............................	1e
f	Ending balance ...................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......

Part V

Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	b (c)Two years back	(d)Three years back	(e)Four years back
1a	Beginning of year balance ....
b	Contributions ........
c	Net investment earnings, gains, and losses
d	Grants or scholarships .....
e	Other expenditures for facilities and programs ........
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Temporarily restricted endowment SchDMd Bullet

The percentages in lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations ........................

3a(i)

(ii) related organizations ........................

3a(ii)

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value
1a	Land .................
b	Buildings ................
c	Leasehold improvements ............
d	Equipment ................
e	Other .................	89,326	22,834	66,492
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......				66,492

Schedule D (Form 990) 2014

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)		(b)Book value	(c) Method of valuation: Cost or end-of-year market value
(1)Financial derivatives
(2)Closely-held equity interests
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment		(b) Book value	(c) Method of valuation: Cost or end-of-year market value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability		(b) Book value
Federal income taxes
CREDIT CARD PAYABLE		11,630








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)		11,630
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2014

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	3,682,083
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b	139,873
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	139,873
3	Subtract line 2e from line 1.....................			3	3,542,210
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b	-1,146
c	Add lines 4a and 4b.......................			4c	-1,146
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	3,541,064

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	3,371,226
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities ..........	2a	139,873
b	Prior year adjustments ..............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d......................			2e	139,873
3	Subtract line 2e from line 1.....................			3	3,231,353
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b	-1,146
c	Add lines 4a and 4b.......................			4c	-1,146
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	3,230,207

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART X, LINE 2:	THE INSTITUTE RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF AN UNCERTAIN TAX POSITION ONLY AFTER CONSIDERING THE PROBABILITY THAT A TAX AUTHORITY WOULD SUSTAIN THE POSITION IN AN EXAMINATION. FOR TAX POSITIONS MEETING A MORE-LIKELY-THAN-NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE BENEFIT EXPECTED TO BE REALIZED UPON SETTLEMENT WITH THE TAX AUTHORITY. FOR TAX POSITIONS NOT MEETING THE THRESHOLD, NO FINANCIAL STATEMENT BENEFIT IS RECOGNIZED. AS OF DECEMBER 31, 2014 AND 2013, THE INSTITUTE HAD NO UNCERTAIN TAX POSITIONS. THE INSTITUTE RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNCERTAIN TAX POSITIONS AS INCOME TAX EXPENSE. INCOME TAX RETURNS PRIOR TO 2011 ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES. THE INSTITUTE IS RELYING ON ITS TAX-EXEMPT STATUS AND ITS ADHERENCE TO ALL APPLICABLE LAWS AND REGULATIONS TO PRESERVE THAT STATUS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	LOSS ON DISPOSAL OF ASSET -1,146.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	LOSS ON DISPOSAL OF ASSET -1,146.

Schedule D (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

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," to 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

2014

Open to Public
Inspection

Name of the organization
AMERICAN INSTITUTE OF MATHEMATICS

Employer identification number
94-3205114

Part I

General Information on Grants and Assistance

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? ....................................

Yes No

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" to
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	(h) Purpose of grant or assistance
(1) PRINCETON UNIVERSITY MATH DEPARTMENT 307A FINE HALL WASHINGTON ROAD PRINCETON,NJ085441000	21-0634501	501(C)(3)	10,000	SUPPORT OF A CONFERENCE HELD AT PRINCETON UNIVERSITY IN HONOR OF PETER SARNAK

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2014

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to 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 non-cash assistance	(e)Method of valuation (book, FMV, appraisal, other)	(f)Description of non-cash assistance

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:	AIM'S PROCEDURES FOR MONITORING GRANTS IS ACCOMPLISHED IN TWO WAYS. FIRST, AIM HAS CONSISTENT AND REGULAR COMMUNICATION WITH GRANT PI'S AND TRACKS PROJECT MILESTONES AND COMPARES THEM TO ANNUAL BUDGETS. SECONDLY, AIM MONITORS GRANTS VIA THE REQUIRED ANNUAL AND FINAL REPORTS.

Schedule I (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

AMERICAN INSTITUTE OF MATHEMATICS

Employer identification number

94-3205114

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....

Yes

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..

Yes

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? ................

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 5a or 5b, describe in Part III.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ...........................

Any related organization? .........................

If "Yes," to line 6a or 6b, describe in Part III.

For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................

If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2014

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column(B) reported as deferred in prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1JOHN BRIAN CONREYEXECUTIVE DIRECTOR	(i) (ii)	219,334 ............................... 0	50,000 ............................... 0	0 ............................... 0	2,467 ............................... 0	74,370 ............................... 0	346,171 ............................... 0	0 ............................... 0
2ESTELLE BASORDEPUTY DIRECTOR	(i) (ii)	150,000 ............................... 0	0 ............................... 0	0 ............................... 0	1,500 ............................... 0	0 ............................... 0	151,500 ............................... 0	0 ............................... 0

Schedule J (Form 990) 2014

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 1A	JOHN BRIAN CONREY RECEIVED A HOUSING ALLOWANCE OF $42,000, WHICH IS NONTAXABLE. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, LINE 1, COLUMN (D).

Schedule J (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization

AMERICAN INSTITUTE OF MATHEMATICS

Employer identification number

94-3205114

Return Reference	Explanation
FORM 990, PART III, LINE 4B, CONTINUED:	SIGNIFICANT RESULTS: INTELLECTUAL MERIT 1) ANALYZE SURVEY DATA FROM 2013 AND ADMINISTER A 2014 SURVEY TO MATH TEACHERS' CIRCLES AROUND THE U.S.: CONSISTENT WITH THE 2012 SURVEY RESULTS, THE 2013 SURVEY RESULTS INDICATE THAT MATH TEACHERS' CIRCLE PARTICIPANTS VALUE BEING PART OF AN ONGOING MATHEMATICAL COMMUNITY. NINETY-SEVEN PERCENT INDICATED THAT THEY HAD GROWN MATHEMATICALLY AS A RESULT OF PARTICIPATING, AND EIGHTY-FOUR PERCENT WERE ABLE TO IDENTIFY ONE OR MORE SPECIFIC CHANGES THEY HAD MADE TO THEIR TEACHING AS A RESULT OF THEIR MATH TEACHERS' CIRCLE PARTICIPATION. THEY REPORTED STRONG CONNECTIONS BETWEEN WHAT THEY LEARNED IN THEIR MATH TEACHERS' CIRCLES AND THE COMMON CORE. PLEASE SEE THE ATTACHED NEWSLETTER ARTICLE FOR A BRIEF OVERVIEW OF THE OTHER SURVEY RESULTS. THE 2014 SURVEY WAS SUCCESSFULLY IMPLEMENTED, WITH 405 RESPONDENTS, AND WE WILL BE ANALYZING THE RESULTS THIS YEAR. 2) ANALYZE LEARNING MATHEMATICS FOR TEACHING DATA FROM 2013: THE 2013 LEARNING MATHEMATICS FOR TEACHING DATA WERE ANALYZED AND SHOWED SUBSTANTIALLY SIMILAR RESULTS TO PREVIOUS ADMINISTRATIONS OF THE INSTRUMENT TO MATH TEACHERS' CIRCLE PARTICIPANTS. 3) COMPLETE ONE CYCLE OF CLASSROOM VIDEOTAPING AND INTERVIEWS WITH THE CASE STUDY PARTICIPANTS, IN SPRING 2014.: FIVE OF THE 9 TEACHERS WHO PARTICIPATED IN SPRING 2013 WERE ALSO VIDEOTAPED AND INTERVIEWED IN SPRING 2014. ONE TEACHER WAS INTERVIEWED BUT NOT VIDEOTAPED BECAUSE SHE HAD TRANSITIONED TO TEACHING ENRICHMENT AND SERVING AS A MATH CONSULTANT FOR OTHER TEACHERS AT HER SCHOOL. OF THE THREE WHO DID NOT CONTINUE TO PARTICIPATE, ONE HAD MOVED OUT OF STATE AND WAS NO LONGER TEACHING, ONE STARTED TEACHING ELEMENTARY SCHOOL AND DID NOT FEEL THIS WAS A GOOD YEAR TO PARTICIPATE, AND ONE DECIDED TO PARTICIPATE IN A DIFFERENT STUDY INSTEAD. VIDEOS FROM SPRING 2014 ARE CURRENTLY BEING TRANSCRIBED FOR ANALYSIS DURING FALL 2014. BROADER IMPACTS OBJECTIVES FOR YEAR 3 WERE TO SUPPORT THE THREE LOCAL MATH TEACHERS' CIRCLES ATTENDED BY THE CASE STUDY TEACHERS; TO CONTINUE DISSEMINATING PRELIMINARY RESULTS TO STAKEHOLDERS (MATHEMATICIANS, TEACHERS, MATHEMATICS EDUCATORS, THE MATH TEACHERS' CIRCLE COMMUNITY) THROUGH INFORMAL REPORTS, CONFERENCE PRESENTATIONS, AND THE PREPARATION OF ADDITIONAL ARTICLES FOR PUBLICATION; AND TO CONTINUE TO DEVELOP AND IMPLEMENT DATABASE AND WEB INFRASTRUCTURE FOR TRACKING INFORMATION ABOUT MATH TEACHERS' CIRCLES AND MAKING IT PUBLICLY AVAILABLE. THE THREE LOCAL MATH TEACHERS' CIRCLES SUCCESSFULLY HELD ACADEMIC-YEAR MEETINGS DURING 2013-2014. IN ADDITION, ONE OF THE SITES HELD AN INTENVSIVE SUMMER WORKSHOP FOR 20 NEW TEACHERS WHO PARTICIPATED IN MATH TEACHERS' CIRCLE ACTIVITIES, IN PARALLEL WITH SIX "VETERAN" TEACHERS WHO DEVELOPED CLASSROOM MATERIALS RELATED TO MATH TEACHERS' CIRCLE SESSIONS. PROJECT PIS CONTINUED TO DISSEMINATE RESULTS THROUGH VARIOUS OUTLETS, INCLUDING A NEWSLETTER ARTICLE FOR THE MATH TEACHERS' CIRCLE COMMUNITY, CONFERENCE PRESENTATIONS, AND AN ARTICLE ACCEPTED BY THE NOTICES OF THE AMERICAN MATHEMATICAL SOCIETY. WEB INFRASTRUCTURE DEVELOPED THIS YEAR INCLUDED A NEW WEBSITE AT WWW.MATHTEACHERSCIRCLE.ORG, A NATIONAL CALENDAR OF MATH TEACHERS' CIRCLE EVENTS, AND A SURVEY SYSTEM FOR COLLECTING INFORMATION ABOUT SITES AROUND THE COUNTRY. RESOURCES UNDER DEVELOPMENT FOR DISSEMINATION INCLUDE MORE ACCESSIBLE SESSION MATERIALS, CLASSROOM MATERIALS, AND VIDEOS ASSOCIATED WITH SOME OF THE MATH TEACHERS' CIRCLE SESSIONS. KEY OUTCOMES OR OTHER ACHIEVEMENTS: INTELLECTUAL MERIT TAKEN TOGETHER, THE SURVEY AND CASE STUDY RESULTS HAVE LED TO THESE FIVE KEY PRELIMINARY CONCLUSIONS: -MTC TEACHERS, AS A GROUP, ARE PROFESSIONALLY ENGAGED. WE DEFINE PROFESSIONAL ENGAGEMENT AS TENDING TOWARD LEADERSHIP AND INTELLECTUAL ENGAGEMENT IN MATHEMATICS AND TEACHING. -MANY TEACHERS VALUE THE MTC COMMUNITY. -MTCS INFLUENCE MANY TEACHERS' VIEW OF MATHEMATICS. -MANY TEACHERS WANT TO TRANSLATE MTC EXPERIENCES INTO K-12 CLASSROOMS. -SOME TEACHERS SEE CONNECTIONS BETWEEN THEIR MTC EXPERIENCE AND THE COMMON CORE. MOVING FORWARD, WE SEE TWO PRIMARY FOCI FOR FUTURE WORK: 1) MTCS AS COMMUNITIES: TO WHAT EXTENT DO MATH TEACHERS' CIRCLES CREATE A MEANINGFUL PROFESSIONAL MATHEMATICAL COMMUNITY FOR TEACHERS, TO WHAT EXTENT ARE THEIR VIEWS OF MATHEMATICS AFFECTED, AND TO WHAT EXTENT DOES THE EXPERIENCE OF BELONGING TO A MATHEMATICAL COMMUNITY GET EXTENDED TO THE STUDENTS OF PARTICIPATING TEACHERS? 2) MTCS AS PROFESSIONAL DEVELOPMENT: HOW DO MTCS FIT IN WITH THE LARGER PROFESSIONAL DEVELOPMENT LANDSCAPE, AND HOW CAN THEY BE EFFECTIVELY COMBINED WITH OTHER AVAILABLE PROFESSIONAL DEVELOPMENT OPPORTUNITIES? BROADER IMPACTS KEY BROADER IMPACTS OUTCOMES INCLUDED A NUMBER OF CONFERENCE PRESENTATIONS, THE ACCEPTANCE OF A SPECIAL SESSION AT THE JOINT MATHEMATICS MEETINGS DEVOTED TO MATH TEACHERS' CIRCLES, THE ACCEPTANCE OF A PEER-REVIEWED ARTICLE BY THE NOTICES OF THE AMERICAN MATHEMATICAL SOCIETY, AND AN ARTICLE DISSEMINATED TO THE MATH TEACHERS' CIRCLE COMMUNITY THROUGH THE MTCIRCULAR NEWSLETTER DESCRIBING SURVEY OUTCOMES.
FORM 990, PART VI, SECTION B, LINE 11	FORM 990 IS REVIEWED BY THE MANAGEMENT AND BOARD OF DIRECTORS BEFORE FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C	THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY HOLDING DISCUSSIONS ON CONFLICTS AT BOARD MEETINGS AND STAFF MEETINGS. ADDITIONALLY THE BOARD MEMBERS DISCLOSE IN WRITING THAT THERE ARE NO CONFLICTS OF INTEREST OR DISCLOSE ALL CONFLICTS OF INTEREST EACH YEAR.
FORM 990, PART VI, SECTION B, LINE 15A	THE ORGANIZATION USES SEVERAL WAGE AND COMPENSATION DATABASES TO DETERMINE APPROPRIATE PAY FOR ALL OFFICERS AND STAFF. WE ALSO USE THE INFLATION INDEX TO MAKE SURE THAT WAGES ARE KEEPING UP WITH THE COST OF LIVING. ALL SALARY INCREASES UNDERGO A REVIEW AND APPROVAL PROCESS BY EITHER THE BOARD OF TRUSTEES OR THE AIM DIRECTORS AND FINANCE TEAM.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST THROUGH EMAIL, REGULAR MAIL, AND IN-HOUSE DOCUMENT INSPECTIONS, FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).
FORM 990, PART XI, LINE 9:	SETTLEMENT EXPENSE WITH RELATED PARTY, NET -1,424,746.
FORM 990, PART XII, LINE 2C:	THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS.
FORM 990, PART I, LINE 6:	AIM USES VOLUNTEERS FOR OUR ONCE A YEAR SPECIAL EVENT, OUR SMALL MATH FESTIVALS AND MATH COACHING PROGRAMS FOR SCHOOL AGE CHILDREN.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2014

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: THE INSTITUTE WAS FOUNDED WITH THE PRIMARY GOAL OF IDENTIFYING AND SOLVING IMPORTANT MATHEMATICAL PROBLEMS.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	5
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	5
5	Total number of individuals employed in calendar year 2014 (Part V, line 2a) ......	5	30
6	Total number of volunteers (estimate if necessary) .............	6	100
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	3,767,947	3,522,402
9	Program service revenue (Part VIII, line 2g) .........	0	8,975
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	19	-956
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	19,263	10,643
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	3,787,229	3,541,064
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	50,250	39,000
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	1,523,834	1,504,918
16a	Professional fundraising fees (Part IX, column (A), line 11e).....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 32,041
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,880,390	1,686,289
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	3,454,474	3,230,207
19	Revenue less expenses. Subtract line 18 from line 12.......	332,755	310,857
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	2,060,579	935,652
21	Total liabilities (Part X, line 26).............	143,052	132,014
22	Net assets or fund balances. Subtract line 21 from line 20.....	1,917,527	803,638

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,229,033 including grants of $ ) (Revenue $ 8,975 )
	AIM RESEARCH CONFERENCE CENTER (ARCC): A MODEL FOR COLLABORATIVE RESEARCHTHE AIM RESEARCH CONFERENCE CENTER (ARCC) HOSTS FOCUSED WORKSHOPS IN ALL AREAS OF THE MATHEMATICAL SCIENCES. ARCC FOCUSED WORKSHOPS ARE DISTINGUISHED BY THEIR EMPHASIS ON A SPECIFIC MATHEMATICAL GOAL, SUCH AS MAKING PROGRESS ON A SIGNIFICANT UNSOLVED PROBLEM, UNDERSTANDING THE PROOF OF AN IMPORTANT NEW RESULT, OR EXAMINING THE CONVERGENCE OF TWO DISTINCT AREAS OF MATHEMATICS.AIM FOCUSED WORKSHOPS PROVIDE AN IDEAL FORUM FOR A TEAM OF RESEARCHERS WORKING TOGETHER TO MAP OUT STRATEGIES, SET PRIORITIES, WORK TOWARD A SOLUTION, AND SET IN PLACE A FRAMEWORK FOR PROGRESS ON IMPORTANT MATHEMATICAL PROBLEMS. THE LEADERS IN EACH FIELD ARE INVOLVED IN THE PLANNING OF THE WORKSHOPS, AND JUNIOR SCIENTISTS AND GRADUATE STUDENTS ARE ACTIVE PARTICIPANTS. SPECIAL ATTENTION IS DEVOTED TO FACILITATE COLLABORATIONS WHICH INCLUDE WOMEN, MINORITIES, AND RESEARCHERS AT PRIMARILY UNDERGRADUATE INSTITUTIONS.THE PURPOSE OF AIM'S RESEARCH PROGRAM CALLED SQUARES (STRUCTURED QUARTET RESEARCH ENSEMBLES) IS TO ALLOW A DEDICATED GROUP OF FOUR TO SIX MATHEMATICIANS TO SPEND A WEEK AT AIM IN SAN JOSE, CALIFORNIA, WITH THE POSSIBILITY OF RETURNING IN FOLLOWING YEARS. A SQUARE COULD ARISE AS A FOLLOWUP TO AN AIM WORKSHOP, OR IT COULD BE A FREESTANDING ACTIVITY.AIM WILL PROVIDE BOTH THE RESEARCH FACILITIES AND THE FINANCIAL SUPPORT FOR EACH SQUARE GROUP. WE SOLICIT SQUARES IN ALL AREAS OF PURE AND APPLIED MATHEMATICS. PREFERENCE IS GIVEN TO GROUPS WHICH CONTAIN A MIX OF JUNIOR AND SENIOR RESEARCHERS, AND TO GROUPS WHICH HAVE PARTICIPANTS FROM NORTH AMERICA. SQUARES USUALLY MEET DURING WEEKS WHEN THERE ARE NO WORKSHOPS AT AIM.WORKSHOPS FUNDED IN 2014: 20 WITH 515 FUNDED PARTICIPANTSSQUARES FUNDED IN 2014: 40 WITH 193 FUNDED PARTICIPANTSFULL REPORT CAN BE FOUND AT: HTTPS://REPORTING.RESEARCH.GOV/RPPR-WEB/RPPR?EXECUTION=E1S10

4b	(Code: ) (Expenses $ 861,722 including grants of $ ) (Revenue $ )
	RESEARCH EXPERIENCES FOR UNDERGRADUATE FACULTY (REUF)WHAT ARE THE MAJOR GOALS OF THE PROJECT?THE GOALS OF REUF ARE: 1. TO REKINDLE OR ENHANCE A LOVE OF DOING ORIGINAL MATHEMATICS AMONG UNDERGRADUATE FACULTY PARTICIPANTS.2. TO PREPARE PARTICIPANTS TO ENGAGE IN RESEARCH WITH UNDERGRADUATE STUDENTS AT THEIR HOME INSTITUTIONS, IN SOME CASES USING THE PROBLEMS PRESENTED.3. TO INVOLVE SOME PARTICIPANTS IN LONG-TERM RESEARCH COLLABORATIONS.4. TO ESTABLISH A NETWORK OF FACULTY AT PRIMARILY UNDERGRADUATE INSTITUTIONS TOGETHER WITH FACULTY AT RESEARCH UNIVERSITIES WHO SUPPORT COLLABORATION AND UNDERGRADUATE RESEARCH.MAJOR ACTIVITIES:2013 REUF CONTINUATION:THREE PROPOSALS FOR CONTINUATION FUNDING WERE RECEIVED FROM 2013 RESEARCH GROUPS. REPORTS OF WHAT HAS ALREADY BEEN ACCOMPLISHED AND WHAT IS PROPOSED HAVE BEEN UPLOADED IN A PDF FILE. THEY WERE EVALUATED AND RANKED BY THE HUMAN RESOURCES BOARD OF AMERICAN INSTITUTE OF MATHEMATICS (AIM). THE GENERALIZED SYMMETRIC SPACES GROUP WAS FULLY FUNDED TO MEET AT AIM IN AUGUST. FOR THE COLORING GRAPHS GROUP, THE FOUR PARTICIPANTS WHO CONTINUED ACTIVE INVOVLEMENT AND THE MATH LEADER HAVE BEEN FULLY FUNDED TO MEET AT LA SALLE UNIVERSITY IN PHILADELPHIA FOR A WEEK IN AUGUST. THE POPULATION DYNAMICS GROUP WAS PARTIALLY FUNDED AND WIL HOLD A SHORTER MEETING AT ST EDWARD'S UNIVERSITY IN TEXAS.2014 REUF WORKSHOPTHE WORKSHOP WAS HELD JULY 7-11, 2014 AT AIM.PRIOR TO THE WORKSHOP, SOME PARTICIPANTS WERE INVITED, THE WORKSHOP WASADVERTISED, AND APPLICATIONS WERE ACCEPTED AND EVALUATED. THIS PROCESSPRODUCED 21 FACULTY PARTICIPANTS (INCLUDING ONE OF THE CO-PIS).THERE WERE FOUR RESEARCH GROUPS FORMED (LEADER LISTED IN PARENTHESES): MAGIC SQUARES (MATTHIAS BECK, SAN FRANCISCO STATE UNIVERSITY), FINDING UNDERGRADUATE RESEARCH PROBLEMS IN YOUR OWN RESEARCH (STEPHAN GARCIA, POMONA), HAPPY NUMBERS (HELEN GRUNDMAN, BRYN MAWR), GAPS IN GENERALIZED ZECKENDORF DECOMPOSITIONS (STEVEN J. MILLER, WILLIAMS COLLEGE).THE ORGANIZERS AND AIM'S DIRECTOR OF SPECIAL PROJECTS LED VARIOUS GROUP ACTIVITIES DURING THE WORKSHOP (SEE TRAINING AND PROFESSIONAL DEVELOPMENT BELOW).REPORTS OF THE RESEARCH GROUPS HAVE BEEN UPLOADED IN A PDF FILE.KEY OUTCOMES OR OTHER ACHIEVEMENTS:SIXTEEN OF THE 20 REUF 2013 PARTICIPANTS RESPONDED TO OUR ONE-YEAR FOLLOWING SURVEY. OF THESE 16:ELEVEN HAVE MENTORED UNDERGRADUATES IN RESEARCH SINCE THE WORKSHOP. THREE ADDITIONAL PARTICIPANTS HAVE CONCRETE PLANS TO BEGIN MENTORING UNDERGRADUATES THIS YEAR.ALTOGETHER, THE WORKSHOP PARTICIPANTS HAVE MENTORED A TOTAL OF 43 STUDENTS SINCE THE WORKSHOP, AND THEIR WORK WITH THE STUDENTS HAS RESULTED IN 52 STUDENT PRESENTATIONS, 5 HONORS THESES, AND 4 ANTICIPATED PUBLICATIONS (2 SUBMITTED, 2 IN PREPARATION).SIX FACULTY PARTICIPANTS AND/OR THEIR UNDERGRADUATE STUDENTS RECEIVED OTHER FUNDING TO SUPPORT THEIR WORK, INCLUDING 1 FACULTY AND UNDERGRADUATE RESEARCH STUDENT TEAMS (FURST) GRANT, 1 CENTER FOR UNDERGRADUATE RESEARCH IN MATHEMATICS (CURM) GRANT, SEVERAL MAA STUDENT TRAVEL GRANTS TO THE JOINT MATHEMATICS MEETINGS, SEVERAL INTERNAL GRANTS, AND AN MAA TENSOR-SUMMA GRANT.TWELVE OF THE 20 REUF 2013 PARTICIPANTS ARE PARTICIPATING IN CONTINUING RESEARCH COLLABORATIONS SUPPORTED BY THIS GRANT.QUOTES FROM PARTICIPANT ONE-YEAR FOLLOW-UP SURVEYS INCLUDE:"I MENTORED A SENIOR WORKING ON HER THESIS. HER PROJECT DID NOT INVOLVE ORIGINAL RESEARCH, BUT THE TOPIC (PARTIAL PROPER COLORINGS OF GRAPHS) WAS CHOSEN BY ME AS A RESULT OF MY REUF EXPERIENCE. THE STUDENT HAS SINCE BEEN CONDITIONALLY HIRED BY NSA.""MY REUF GROUP AND I MEET MONTHLY TO CHECK UP WITH EACH OTHER AS WE CONTINUE TO WORK ON PROJECTS STEMMING FROM THE REUF. OFTEN DURING THIS MEETING WE DISCUSS WHAT OUR UNDERGRADUATE STUDENTS ARE DOING AND GET ADVICE FROM EACH OTHER ON HOW TO MANAGE THE UNDERGRADUATE PROJECTS. I HAVE LEARNED A GREAT DEAL FROM OUR PROJECT MENTOR (WHO HAS VISITED OUR MEETINGS A FEW TIMES THROUGHOUT THE YEAR) AND FROM MY FELLOW REUF PARTICIPANTS!""I AM NOW DOING MATH RESEARCH AGAIN, AFTER MANY YEARS IN A MATH VACUUM! IT HAS HELPED TO POINT ME IN A NEW DIRECTION, AND I SINCERELY APPRECIATE THE OPPORTUNITIES THE REUF HAS GIVEN ME!""THE REUF WAS HANDS DOWN THE BEST EXPERIENCE I'VE EVER HAD AT A WORKSHOP OR CONFERENCE. IT HAS IMPACTED MY CAREER BY BROADENING IT, SHOWING ME WAYS TO CHANGE MY SCHOLARSHIP TO WORK WITH UNDERGRADUATES AND PROVIDING ME NEW COLLABORATORS."

4c	(Code: ) (Expenses $ 200,559 including grants of $ ) (Revenue $ )
	INVESTIGATING THE IMPACT OF MATH TEACHERS' CIRCLES ON MATHEMATICAL KNOWLEDGE FOR TEACHING AND CLASSROOM PRACTICE:THE GOALS OF THIS PROJECT ARE TO CAREFULLY DESCRIBE THE MTC MODEL AND THE NATURAL VARIATION THAT OCCURS WITHIN IT AND TO COLLECT THE QUANTITATIVE AND QUALITATIVE DATA NECESSARY FOR A PRELIMINARY ASSESSMENT OF THE MODEL'S IMPACT ON TEACHERS. THESE GOALS WILL BE ACHIEVED THROUGH THREE PRIMARY PROJECT ACTIVITIES:1) DESCRIPTIVE RESEARCH: DEVELOPING AND IMPLEMENTING A STANDARD SET OF MEASURES TO BE USED BY ALL MTC GROUPS NATIONWIDE, IN ORDER TO SYSTEMATICALLY DOCUMENT EACH MTC'S ACTIVITIES AND PARTICIPATION AS WELL AS VARIATION IN HOW THE MODEL IS IMPLEMENTED,2) MATHEMATICAL KNOWLEDGE FOR TEACHING (MKT): EXTENDING A PROMISING LINE OF PRELIMINARY RESEARCH THAT INVESTIGATES THE QUANTITATIVE IMPACT OF MTC PARTICIPATION ON TEACHERS. MKT, AND3) CASE STUDIES: SELECTING AND DEVELOPING QUALITATIVE CASE STUDIES OF TEACHERS AT THREE DIFFERENT SITES.ACTIVITIES RELATED TO INTELLECTUAL MERIT GOALS:1) DESCRIPTIVE RESEARCH-ANALYSIS OF 2013 ANNUAL SURVEY OF MTCS: 220 TEACHERS FROM 25 MATH TEACHERS' CIRCLES RESPONDED TO THE SURVEY. RESPONDENT DEMOGRAPHICS AND RESPONSES TO OPEN-ENDED QUESTIONS WERE ANALYZED.-IMPLEMENTATION OF 2014 ANNUAL SURVEY OF MTCS: REVISED QUESTIONS BASED ON PRELIMINARY SURVEY AND CASE STUDY RESULTS. COLLECTED RESPONSES FROM 405 TEACHERS FROM 29 MATH TEACHERS' CIRCLES IN MAY, 2014.2) MATHEMATICAL KNOWLEDGE FOR TEACHING (LEARNING MATHEMATICS FOR TEACHING INSTRUMENTS)-ANALYSIS OF SUMMER 2013 DATA: DATA FROM LEARNING MATHEMATICS FOR TEACHING INSTRUMENTS WERE ANALYZED, AND WORKSHOP SURVEY DATA WERE TRANSCRIBED.3) CASE STUDIES-SPRING 2014 CASE STUDY VIDEOS AND INTERVIEWS: FIVE OF THE 9 TEACHERS WHO PARTICIPATED IN SPRING 2013 WERE ALSO VIDEOTAPED AND INTERVIEWED IN SPRING 2014. ONE TEACHER WAS INTERVIEWED BUT NOT VIDEOTAPED BECAUSE SHE HAD TRANSITIONED TO TEACHING ENRICHMENT AND SERVING AS A MATH CONSULTANT FOR OTHER TEACHERS AT HER SCHOOL. OF THE THREE WHO DID NOT CONTINUE TO PARTICIPATE, ONE HAD MOVED OUT OF STATE AND WAS NO LONGER TEACHING, ONE STARTED TEACHING ELEMENTARY SCHOOL AND DID NOT FEEL THIS WAS A GOOD YEAR TO PARTICIPATE, AND ONE DECIDED TO PARTICIPATE IN A DIFFERENT STUDY INSTEAD. VIDEOS FROM SPRING 2014 ARE CURRENTLY BEING TRANSCRIBED FOR ANALYSIS DURING FALL 2014.ACTIVITIES RELATED TO BROADER IMPACTS GOALS1) LOCAL MATH TEACHERS' CIRCLE MEETINGS: THREE MATH TEACHERS' CIRCLES WERE SUPPORTED; THESE ARE THE MATH TEACHERS' CIRCLES THAT CASE STUDY TEACHERS PARTICIPATE IN. ONE OF THE GROUPS MET SIX TIMES, ANOTHER SEVEN TIMES, AND THE THIRD NINE TIMES DURING THE 2013-2014 ACADEMIC YEAR, WITH APPROXIMATELY 25 TEACHERS ATTENDING EACH GROUP OVER THE COURSE OF THE YEAR. IN ADDITION, ONE OF THE SITES HELD AN INTENVSIVE SUMMER WORKSHOP FOR 20 NEW TEACHERS WHO PARTICIPATED IN MATH TEACHERS' CIRCLE ACTIVITIES, IN PARALLEL WITH SIX "VETERAN" TEACHERS WHO DEVELOPED CLASSROOM MATERIALS RELATED TO MATH TEACHERS' CIRCLE SESSIONS. 2) DISSEMINATION-CONFERENCE PRESENTATIONS: NATIONAL COUNCIL OF TEACHERS OF MATHEMATICS 2013 REGIONAL CONFERENCE IN LOUISVILLE, KY; CRITICAL ISSUES IN MATHEMATICS EDUCATION 2014, MSRI; CURTIS CENTER MATHEMATICS AND TEACHING CONFERENCE, UCLA; NEW MEXICO PUBLIC EDUCATION DEPARTMENT STEM SYMPOSIUM, ALBUQUERQUE, NM-ACCEPTANCE OF ABSTRACTS TO FUTURE CONFERENCES: JOINT MATHEMATICS MEETINGS 2014 (SPECIAL SESSION ON MATH TEACHERS' CIRCLES PROPOSED BY PROJECT PERSONNEL) -PEER-REVIEWED ARTICLE: ACCEPTED BY THE NOTICES OF THE AMERICAN MATHEMATICAL SOCIETY -WEBSITE INFRASTRUCTURE DEVELOPMENT: A NEW WEBSITE WAS LAUNCHED AT WWW.MATHTEACHERSCIRCLE.ORG, AND WE HAVE MADE PROGRESS TOWARD DEVELOPING A MORE ACCESSIBLE WAY OF ORGANIZING AND PRESENTING THE MATERIALS THAT WE HOPE WILL BE READY FOR PUBLIC RELEASE DURING FALL 2014. A NATIONAL CALENDAR OF MATH TEACHERS' CIRCLE EVENTS WAS CREATED AND INTEGRATED WITH A SURVEY SYSTEM THROUGH WHICH WE CAN COLLECT INFORMATION ABOUT PARTICIPATION, TOPICS, AND MATERIALS USED. IN ADDITION, LEADERS CAN EASILY UPLOAD MATERIALS THROUGH THE SURVEYS THAT CAN THEN BE SHARED WITH THE MATH TEACHERS' CIRCLE COMMUNITY THROUGH OUR NETWORK WEBSITE. DEVELOPMENT OF A DATABASE WITH INFORMATION ABOUT EACH MATH TEACHERS' CIRCLE IS STILL UNDERWAY.-MATH TEACHERS' CIRCLE SESSION VIDEOS AND REFLECTIONS: AS PART OF MAKING MATH TEACHERS' CIRCLE MATERIALS MORE ACCESSIBLE, MATH TEACHERS' CIRCLE TRAINING WORKSHOP SESSIONS WERE PROFESSIONALLY VIDEOTAPED DURING SUMMER 2014, AND THE VIDEOS AND ASSOCIATED REFLECTIONS WILL BE AVAILABLE THROUGH OUR WEBSITE.-CLASSROOM MATERIAL DISSEMINATION: TEACHERS AT ONE OF THE PROJECT SITES HAVE DEVELOPED CLASSROOM MATERIALS ASSOCIATED WITH MATH TEACHERS' CIRCLE SESSIONS THAT WILL BE DISSEMINATED THROUGH OUR WEBSITE AND THROUGH PRESENTATIONS BY THE TEACHERS IN CLASSROOMS AND AT CONFERENCES. AND THROUGH EVENTUAL PUBLICATION.-MATH TEACHERS' CIRCLE NEWSLETTER ARTICLE: DESCRIBES THE RESULTS OF THE 2013 NATIONAL SURVEY OF TEACHERS AS WELL AS INFORMATION ABOUT MEETINGS AND MATERIALS GATHERED THROUGH OUR SURVEY SYSTEM.OTHER ACTIVITIES RELATED TO BOTH INTELLECTUAL MERIT AND BROADER IMPACTS GOALS1) PI MEETING, JUNE 12-14, 2014-SYNTHESIZED AND SUMMARIZED WHAT HAS BEEN LEARNED FROM THIS PROJECT SO FAR: THEMES INCLUDE MTCS AS FOSTERING COMMUNITY, PROFESSIONAL ENGAGEMENT, AND DEEPER UNDERSTANDING OF AND APPRECIATION FOR MATHEMATICS; A DESIRE AMONG PARTICIPATING TEACHERS TO TRANSLATE THEIR MTC EXPERIENCES INTO THEIR CLASSROOMS; AND A STRONG CONNECTION BETWEEN MTCS AND THE COMMON CORE, ESPECIALLY THE STANDARDS FOR MATHEMATICAL PRACTICE.-DEVELOPED A RESEARCH PLAN AND GOALS FOR THE NEXT YEAR: GOALS INCLUDE COMPLETING THE ANALYSIS OF THE SPRING 2014 CASE STUDY AND SURVEY DATA, WRITING UP RESULTS FOR PUBLICATION IN VARIOUS OUTLETS, AND WIDER DISSEMINATION OF RESULTS.-CONSIDERED FUTURE DIRECTIONS: CONSULTED WITH EXTERNAL PROJECT ADVISORS ABOUT NEXT STEPS. A POSSIBLE FOCUS OF FUTURE WORK IS ON MATH TEACHERS' CIRCLES AS PROFESSIONAL MATHEMATICAL COMMUNITIES.2) EVALUATIONEXTERNAL EVALUATOR REVIEWED THIRD YEAR ACTIVITIES AND WILL PRODUCE A SUMMATIVE EVALUATION REPORT THIS YEAR (DURING THE ONE-YEAR NO-COST EXTENSION PERIOD).SPECIFIC OBJECTIVES:INTELLECTUAL MERITOBJECTIVES FOR YEAR 3 WERE TO:1) ANALYZE SURVEY DATA FROM 2013 AND ADMINISTER A 2014 SURVEY TO MATH TEACHERS' CIRCLES AROUND THE U.S.2) ANALYZE LEARNING MATHEMATICS FOR TEACHING DATA FROM 2013.3) COMPLETE ONE CYCLE OF CLASSROOM VIDEOTAPING AND INTERVIEWS WITH THE CASE STUDY PARTICIPANTS, IN SPRING 2014.BROADER IMPACTSOBJECTIVES FOR YEAR 3 WERE TO SUPPORT THE THREE LOCAL MATH TEACHERS' CIRCLES ATTENDED BY THE CASE STUDY TEACHERS; TO CONTINUE DISSEMINATING PRELIMINARY RESULTS TO STAKEHOLDERS (MATHEMATICIANS, TEACHERS, MATHEMATICS EDUCATORS, THE MATH TEACHERS' CIRCLE COMMUNITY) THROUGH INFORMAL REPORTS, CONFERENCE PRESENTATIONS, AND THE PREPARATION OF ADDITIONAL ARTICLES FOR PUBLICATION; AND TO CONTINUE TO DEVELOP AND IMPLEMENT DATABASE AND WEB INFRASTRUCTURE FOR TRACKING INFORMATION ABOUT MATH TEACHERS' CIRCLES AND MAKING IT PUBLICLY AVAILABLE.

	(Code: ) (Expenses $ 39,000 including grants of $ 39,000 ) (Revenue $ )
	AIM SPONSORED APPROXIMATELY 15 FEDERAL AND NON-PROFIT GRANTS.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 39,000 including grants of $ 39,000 ) (Revenue $ )
4e	Total program service expenses2,330,314

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(1) GERALD ALEXANDERSON........................................................................ CHAIRMAN	1.00 .......................	X		0	0	0
(2) GUNNAR CARLSSON........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(3) JOHN FRY........................................................................ SECRETARY	1.00 .......................	X		0	0	0
(4) HARRY J SAAL........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(5) STEPHEN SORENSON........................................................................ PRESIDENT	1.00 .......................	X		0	0	0
(6) JOHN BRIAN CONREY........................................................................ EXECUTIVE DIRECTOR	40.00 .......................		X	269,334	0	76,837
(7) ESTELLE BASOR........................................................................ DEPUTY DIRECTOR	40.00 .......................		X	150,000	0	1,500
(8) DAVID FARMER........................................................................ DIRECTOR OF PROGRAMS	40.00 .......................		X	139,999	0	6,666
(9) HANNAH BRODIE........................................................................ FINANCIAL OFFICER	40.00 .......................		X	92,500	0	26,077

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	651,833	0	111,080

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512-514
1a	Federated campaigns..1a
b	Membership dues....1b
c	Fundraising events....1c
d	Related organizations...1d
e	Government grants (contributions)1e

f	All other contributions, gifts, grants, and similar amounts not included above1f		3,522,402

g	Noncash contributions included in lines 1a-1f:$		24,515
h	Total. Add lines 1a-1f.......			3,522,402
			Business Code
2a	JRMF PROGRAM FEES		900099	7,900	7,900
b	OUTREACH/MATHLETICS		900099	1,075	1,075
c
d
e
f	All other program service revenue .
g	Total. Add lines 2a–2f........			8,975
3	Investment income (including dividends, interest, and other similar amounts).......			190			190
4	Income from investment of tax-exempt bond proceeds..
5	Royalties...........			7,575			7,575
		(i) Real	(ii) Personal
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss).......
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory
b	Less: cost or other basis and sales expenses		1,146
c	Gain or (loss)		-1,146
d	Net gain or (loss)..........			-1,146			-1,146
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ..
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities...
10a	Gross sales of inventory, less returns and allowances .
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..
Miscellaneous Revenue			Business Code
11a	MISCELLAENOUS INCOME		900099	3,068			3,068
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			3,068
12	Total revenue. See Instructions......			3,541,064	8,975	0	9,687


				(A) Beginning of year		(B) End of year
1	Cash–non-interest-bearing .............			293,660	1	292,315
2	Savings and temporary cash investments .........				2
3	Pledges and grants receivable, net ...........			67,180	3	136,145
4	Accounts receivable, net .............			1,616,204	4	410,000
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
					6
7	Notes and loans receivable, net .............				7
8	Inventories for sale or use ..............				8
9	Prepaid expenses and deferred charges ..........			25,003	9	15,400
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	89,326
b	Less: accumulated depreciation .....	10b	22,834	43,232	10c	66,492
11	Investments—publicly traded securities ..........				11
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 .....				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			15,300	15	15,300
16	Total assets. Add lines 1 through 15 (must equal line 34)......			2,060,579	16	935,652
17	Accounts payable and accrued expenses .........			141,896	17	120,384
18	Grants payable .................				18
19	Deferred revenue ................				19
20	Tax-exempt bond liabilities .............				20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..				21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........				22
23	Secured mortgages and notes payable to unrelated third parties ..				23
24	Unsecured notes and loans payable to unrelated third parties ....				24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................			1,156	25	11,630
26	Total liabilities. Add lines 17 through 25.........			143,052	26	132,014
	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............			1,885,009	27	718,598
28	Temporarily restricted net assets ...........			32,518	28	85,040
29	Permanently restricted net assets ...........				29
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds ........				30
31	Paid-in or capital surplus, or land, building or equipment fund .....				31
32	Retained earnings, endowment, accumulated income, or other funds				32
33	Total net assets or fund balances ...........			1,917,527	33	803,638
34	Total liabilities and net assets/fund balances ........			2,060,579	34	935,652