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American Endowment Foundation

AKA AEF

Hudson, OH

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American Endowment Foundation

Also Known As:
AEF
Physical Address:
Hudson, OH 44236 
EIN:
34-1747398
Web URL:
www.aefonline.org
Leadership:
Mr. Philip Tobin
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Legitimacy Information

  • This organization is registered with the IRS.
  • This organization is required to file an IRS Form 990 or 990-EZ.

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Forms 990 from 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 Web site is an ongoing process.

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

A multi-year analysis of key balance sheet, income statement, profitability and liquidity measures is available for this organization. Financial SCAN includes a detailed financial health analysis and peer comparison and benchmarking tool. Learn More

Financial SCAN

Financial SCAN

Key Financial SCAN Features

  • Financial Health Dashboard: Highlights key financial trends and ratios for a selected nonprofit organization over a period of up to five years.
  • Peer Comparison Dashboard: Compares the organization's financials with up to five peer nonprofits that you select.
  • Graphical Analysis: Provides multi-year graphs and an interpretive guide in a format ready to present to your clients.
  • Printable PDF Report: Provides a complete analysis of the organization for your records. The full report tells you what to look for and why it matters.
  • Advanced Search: Allows you to search by EIN (Employer Identification Number), organization name, city, state, revenue, expenses, and assets.

Annual Revenue & Expenses Additional Information Financial information on GuideStar is either digitized from Form 990 images we receive from the IRS or submitted by the nonprofits themselves through the GuideStar Exchange (990 filers cannot override Form 990 financial data). If your organization does not file a Form 990, 990-EZ, or 990-PF and you would like to have your financial data displayed in this section, join the GuideStar Exchange today!

Fiscal Year Starting: Jan 1, 2012
Fiscal Year Ending: Dec 31, 2012
Revenue
Total Revenue $148,714,511
Expenses
Total Expenses $45,851,634

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

A multi-year analysis of key balance sheet, income statement, profitability and liquidity measures is available for this organization. Financial SCAN includes a detailed financial health analysis and peer comparison and benchmarking tool. Learn More

Financial SCAN

Financial SCAN

Key Financial SCAN Features

  • Financial Health Dashboard: Highlights key financial trends and ratios for a selected nonprofit organization over a period of up to five years.
  • Peer Comparison Dashboard: Compares the organization's financials with up to five peer nonprofits that you select.
  • Graphical Analysis: Provides multi-year graphs and an interpretive guide in a format ready to present to your clients.
  • Printable PDF Report: Provides a complete analysis of the organization for your records. The full report tells you what to look for and why it matters.
  • Advanced Search: Allows you to search by EIN (Employer Identification Number), organization name, city, state, revenue, expenses, and assets.



GuideStar Exchange Member

This organization is a Gold-level GuideStar Exchange participant, demonstrating its commitment to transparency.

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Basic Organization Information

American Endowment Foundation

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 

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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.

A multi-year analysis of key balance sheet, income statement, profitability and liquidity measures is available for this organization. Financial SCAN includes a detailed financial health analysis and peer comparison and benchmarking tool. Learn More

Financial SCAN

Financial SCAN

Key Financial SCAN Features

  • Financial Health Dashboard: Highlights key financial trends and ratios for a selected nonprofit organization over a period of up to five years.
  • Peer Comparison Dashboard: Compares the organization's financials with up to five peer nonprofits that you select.
  • Graphical Analysis: Provides multi-year graphs and an interpretive guide in a format ready to present to your clients.
  • Printable PDF Report: Provides a complete analysis of the organization for your records. The full report tells you what to look for and why it matters.
  • Advanced Search: Allows you to search by EIN (Employer Identification Number), organization name, city, state, revenue, expenses, and assets.

Financial Data

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Revenue and Expenses

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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


Balance Sheet

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

A multi-year analysis of key balance sheet, income statement, profitability and liquidity measures is available for this organization. Financial SCAN includes a detailed financial health analysis and peer comparison and benchmarking tool. Learn More

Financial SCAN

Financial SCAN

Key Financial SCAN Features

  • Financial Health Dashboard: Highlights key financial trends and ratios for a selected nonprofit organization over a period of up to five years.
  • Peer Comparison Dashboard: Compares the organization's financials with up to five peer nonprofits that you select.
  • Graphical Analysis: Provides multi-year graphs and an interpretive guide in a format ready to present to your clients.
  • Printable PDF Report: Provides a complete analysis of the organization for your records. The full report tells you what to look for and why it matters.
  • Advanced Search: Allows you to search by EIN (Employer Identification Number), organization name, city, state, revenue, expenses, and assets.


Forms 990 Provided by the Nonprofit

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Financial Statements

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


Annual Reports

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Leadership (GuideStar ExchangeThe 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.



Officers for Fiscal Year (IRS Form 990)

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Highest Paid Employees & Their Compensation (IRS Form 990)

Highest Paid Employee data is not available for this organization.


Program: Grant-Making

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:


Organization Data Available

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

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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


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