Title here

Text here
 

American Endowment Foundation Organization Name provided in the GuideStar Exchange* as of 12/10/2013: American Endowment Foundation

Organization Name as listed in the IRS Business Master File as of 08/11/2014: AMERICAN ENDOWMENT FOUNDATION

* The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.

AKA  AEF
Hudson, OH
GuideStar Exchange - Gold Participant What is this?
The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.

GuideStar Summary

&1002;                GuideStar Exchange Committed to transparency ?
This organization is a Gold-level GuideStar Exchange participant, demonstrating its commitment to transparency.

Is this your nonprofit? Update your information today!
&1002; Registered with IRS Legitimacy information is available
&1002; Financial Data Annual Revenue and Expense data reported
&1002; Forms 990 2012, 2011, and 2010 Forms 990 filed with the IRS
&1002; Mission Objectives Mission Statement is available
&1002; Impact Summary Impact Summary from the nonprofit and Charting Impact Report are available
  No Personal Reviews available No Personal Reviews available | Write a Review

Basic Organization Information

American Endowment Foundation Organization Name provided in the GuideStar Exchange* as of 12/10/2013: American Endowment Foundation

Organization Name as listed in the IRS Business Master File as of 08/11/2014: AMERICAN ENDOWMENT FOUNDATION

* The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
Also Known As: AEF
Physical Address: Hudson, OH 44236 
EIN: 34-1747398
Web URL: www.aefonline.org 
NTEE Category: T Philanthropy, Voluntarism, and Grantmaking
T30 Public Foundations
Ruling Year: 1994 


Sign in or create an account to see this organization's full address, contact information, and more!

Mission Statement

American Endowment Foundation seeks to expand philanthropy in America by making it more attractive and more enjoyable for donors to practice philanthropy. The underlying principles that guide AEF in attaining this purpose are: Independence - AEF operates independently of financial institutions and other charities. AEF does not sell products or manage money. Our independence allows AEF to operate objectively and without conflict of interest. Flexibility - AEF offers maximum flexibility in terms of the types of assets donors can contribute, investment program donors recommend, and the range of charities that donors can support. Efficiency - AEF maximizes funds available for grantmaking by minimizing fees and expenses. Permanence - AEF encourages family involvement over successive generations.

Legitimacy Information

This organization is registered with the IRS.

This organization is required to file an IRS Form 990 or 990-EZ.

Institutional funders should note that an organization’s inclusion on GuideStar.org does not satisfy IRS Rev. Proc. 2011-33 for identifying supporting organizations.

Learn more about GuideStar Charity Check, the only pre-grant due diligence tool that is 100% compliant with IRS Rev. Proc 2011-33.

GuideStar Exchange - Gold Participant What is this?
The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.

Annual Revenue & Expenses (GuideStar Exchange,
The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
December 2013)

Fiscal Year Starting: January 1, 2012
Fiscal Year Ending: December 31, 2012

Total Revenue $148,714,511
Total Expenses $45,851,634

Revenue & Expenses (GuideStar Exchange,
The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
December 2013)

Fiscal Year Starting: January 1, 2012
Fiscal Year Ending: December 31, 2012

Sign in or create an account to view this information from the GuideStar Exchange

The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.

Chart Illustration Revenue and Expense data from Forms 990 for 2012, 2011, 2010, 2009, 2008 are included in the GuideStar Premium Report. Upgrade Now Report Added To Cart

Back to Top »

Balance Sheet (IRS Form 990)

Chart Illustration Balance Sheet data from Forms 990 for Year 2012, 2011, 2010, 2009, 2008 are included in the GuideStar Premium Report. Upgrade Now Report Added To Cart

Back to Top »
GuideStar Exchange - Gold Participant What is this?
The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.

Forms 990 Received from the IRS Additional Information
IRS Form 990 is an annual document used by approximately one-third of all public charities to report information about their finances and operations to the federal government. GuideStar uses data from Form 990 to populate its database with financial information about nonprofit organizations. Posting Form 990 images on the GuideStar website is an ongoing process.

Sign in or create an account to view Form(s) 990 for 2012, 2011, 2010.

Chart Illustration Forms 990 for 2012, 2011, 2010, 2010, 2009 are included in the GuideStar Premium Report. Upgrade Now Report Added To Cart

Forms 990 Provided by the Nonprofit

Sign in or create an account to view Form(s) 990 for 2012.

Financial Statements

Chart Illustration Financial Statements for 2012, 2011, 2010 are included in the GuideStar Premium Report. Upgrade Now Report Added To Cart

Annual Reports

Sign in or create an account to view this information.

GuideStar Exchange - Gold Participant What is this?
The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.

Leadership (GuideStar Exchange,
The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
December 2013)

Mr. Philip Tobin

Term:

Since Nov 2008

Profile:

Philip T. Tobin, President, is AEF's founder and CEO. He was formerly chief financial and administrative officer of The Cleveland Foundation, America's first community foundation. Phil was a founding director of The Investment Fund for Foundations (TIFF). Phil is a founding director of The Hudson Community Foundation. He is a graduate of the Wharton School of the University of Pennsylvania. Phil has held various management positions in finance, investment management and information services for UNIVAC, General Tire and Oglebay Norton. In the nonprofit sector, he served as Chief Financial and Administrative Officer of The Cleveland Foundation. Mr. Tobin is a former Founding Trustee of The Investment Fund for Foundation, and served as Chairman of The Council on Foundations' Fiscal and Administrative Officers Committee.

Board Chair (GuideStar Exchange,
The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
December 2013)

Sign in or create an account to view this information from the GuideStar Exchange

Board of Directors (GuideStar Exchange,
The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
December 2013)

Sign in or create an account to view this information from the GuideStar Exchange

Officers for Fiscal Year (IRS Form 990)

Chart Illustration Report Added To Cart Officers for 2012, 2011, 2010, 2009, 2008 are included in the GuideStar Premium Report. Upgrade Now

Highest Paid Employees & Their Compensation (IRS Form 990)

Highest Paid Employee data is not available for this organization.

People information was last updated by the nonprofit in December 2013

Click here if you are associated with this organization and want to provide updated information.

GuideStar Exchange - Gold Participant What is this?
The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.

Programs

Program: Grant-Making (GuideStar Exchange,
The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
December 2013)

Budget:
$0
Category:
Philanthropy, Voluntarism & Grantmaking
Population Served:
General Public/Unspecified

Program Description:

AEF's Donor Advised Fund allows you to manage your charitable giving, simply and efficiently. Because of the unique flexibility and independence of AEF's Donor Advised Fund program, you can tailor your fund to suit your unique needs. The advantages include: Significant Tax Benefits - You will enjoy the highest level of tax advantages available: An immediate income tax deduction on contributions to your Donor Advised Fund (better than that of a private foundation). No capital gains tax on contributions of appreciated assets and no capital gains tax if the appreciated assets are sold by your Fund. Any income or growth on assets with in a Donor Advised Fund is not subject to tax. Donor Advised Fund assets are out of your estate and not subject to estate taxes. Minimize year end giving concerns - You can take advantage of your tax benefits now, then support your favorite charitable causes by making grants in the future, on your own timetable. Speed - Most Donor Advised Funds can be set up in less than a day. Set up process is simple and straightforward. Flexibility - AEF accepts a wide range of asset types, for example: cash, marketable securities, closely held securities, real estate, life insurance policies, and interests in limited partnerships and LLCs. Investment Management - You can recommend the investment manager and how the Donor Advised Fund is invested. Confidentiality - Grants can be made anonymously. Complements existing plans - Your Donor Advised Fund integrates well with other financial planning strategies, for example: as remainderman of a charitable remainder trust, as beneficiary of a charitable lead trust, life insurance, a life estate, IRAs and retirement plans, etc. Stewardship - AEF provides consolidated record keeping and tax reporting. Leave a Legacy - Your Donor Advised Fund can continue over successive generations (in perpetuity). Minimal paperwork - AEF handles all the administrative tasks, thus freeing you and your family to concentrate on the more enjoyable side of family philanthropy.

Program Long-Term Success:

$70 Million granted to charities throughout the U.S. over the past 15 years

Program Short-Term Success:

Program Success Monitored by:

Program Success Examples:

GuideStar Exchange - Gold Participant What is this?
The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.

Impact Summary from the Nonprofit Additional Information
A Charting Impact Report consists of an organization’s responses to the five questions. Helping validate this self-reported data are three reviews. Once an organization has used the online interface to complete its report, its responses will produce a document with a unique URL that will be shared on this website, on your GuideStar profile, on the reports of charities participating in BBB Wise Giving Alliance evaluations, and – in the future – with other websites and information sources about nonprofits. We encourage organizations to use this URL to share their report on their own website and through their own media channels. Participants will receive guidance about promoting their Charting Impact Report, along with other benefits, once they publish their report.

AEF provides a way for everyone to set up a charitable fund that then makes grants to other nonprofits in the US. We process grants daily and allow our donors to recommendation grants to their favorite charities that meet the criteria for granting. Thousands of charities benefit from our Donor Advised funds annually.
For more in-depth information about this organization's impact, view their Charting Impact Report.
GuideStar Exchange - Gold Participant What is this?
The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.

Reviews

Organization Data Available

Adobe PDF Format A GuideStar Premium Report in PDF format is available for this organization

Price for this Report: $125.00

This Premium Report includes:

  • Financial Data for
  • Financial Charts for
  • Forms 990 for
  • Forms 990T for
  • Audited Financial Statement for
  • Annual Reports for
  • Letter of Determination
  • Form 1023 / 1024
  • Board Members
  • Officer, Director and/or Highest Paid Employee data for


Learn more about GuideStar Premium