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American Endowment Foundation Organization Name provided in the GuideStar Exchange* as of 10/02/2014: American Endowment Foundation

Organization Name as listed in the IRS Business Master File as of 11/10/2014: 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
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GuideStar Summary

&1002; GuideStar Exchange Committed to transparency ?
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&1002; Registered with IRS Legitimacy information is available
&1002; Financial Data Annual Revenue and Expense data reported
&1002; Forms 990 2013, 2012, and 2011 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
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Basic Organization Information

American Endowment Foundation Organization Name provided in the GuideStar Exchange* as of 10/02/2014: American Endowment Foundation

Organization Name as listed in the IRS Business Master File as of 11/10/2014: 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 


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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.

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.

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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.
October 2014)

Fiscal Year Starting: January 1, 2013
Fiscal Year Ending: December 31, 2013

Total Revenue $194,300,232
Total Expenses $62,842,728

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.
October 2014)

Fiscal Year Starting: January 1, 2013
Fiscal Year Ending: December 31, 2013

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Balance Sheet (IRS Form 990)

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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.

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Forms 990 Provided by the Nonprofit

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Financial Statements

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Annual Reports

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Leadership

(GuideStar Exchange,
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October 2014)

Mr. Thomas Tobin

Profile:

Thomas J. Tobin is co-founder of AEF. Tom is President/CEO of American Endowment Foundation.

Board Chair (GuideStar Exchange,
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October 2014)

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Board Co-Chair

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Board of Directors (GuideStar Exchange,
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October 2014)

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Board Leadership Practices (GuideStar Exchange,
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October 2014)
?

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section, which enables organizations and donors to transparently share information about essential board leadership practices.

Board Orientation & Education ?
Why does this matter? Without clarity around their responsibilities and expectations, board members are not positioned to succeed. They may find themselves challenged to fulfill their governance responsibilities or frustrated by the expectations that the organization has set for them. BoardSource recommends that every new board member participate in a formal orientation process, and that all board members sign a pledge or agreement committing to their board service and to all of the responsibilities and expectations that come with service. Ideally, board members also should participate in a formal governance training program prior to serving on a board.

Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations?
Yes
CEO Oversight ?
Why does this matter? Oversight and management of the chief executive is one of the board’s most important legal responsibilities. The CEO or executive director is the board's single employee, and - just like any other employer/employee relationship - regular and written assessment is critical to ensuring that the chief executive and board are communicating openly about goals and performance. BoardSource recommends that boards conduct formal, written reviews of their chief executives on an annual basis, which should include an in-person discussion with the chief executive and distribution of the written evaluation to the full board.

Has the board conducted a formal, written assessment of the chief executive within the past year?
Yes
Ethics & Transparency ?
Why does this matter? A commitment to handling conflicts of interests is essential to creating an organizational culture of transparency. Boards should create and follow a policy for identifying and handling conflicts of interest, whether real or perceived. BoardSource recommends that organizations review the conflict-of-interest statement and require signed disclosures from all board members and senior staff on an annual basis.

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements within the past year?
Yes
Board Composition ?
Why does this matter? The best boards are composed of individuals who bring a variety of skills, perspectives, backgrounds, and resources to tackle the complex and strategic challenges confronting their organizations. BoardSource recommends that boards commit to diversity and inclusion by establishing written policies and practices, which include strategic and intentional recruitment of diverse board members, continual commitment to inclusivity, and equal access to board leadership opportunities.

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?
Yes
Board Performance ?
Why does this matter? Boards need to regularly assess their own performance. Doing so ensures that they are being intentional about how they govern their organization, which is a critical component of effective board leadership. BoardSource recommends that a board conduct a self-assessment of its performance a minimum of once every three years to ensure that it is staying on track with its roles and responsibilities.

Has the board conducted a formal, written self-assessment of its performance within the past three years?
Yes

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.

People information was last updated by the nonprofit in October 2014

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Programs

Program: Grant-Making (GuideStar Exchange,
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October 2014)

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:

Program: Workplacing Microgiving (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.
October 2014)

Budget:
--
Category:
None
Population Served:
None
None
None

Program Description:

Non-profit for Benevity workplace giving program.

Program Long-Term Success:

Program Short-Term Success:

Program Success Monitored by:

Program Success Examples:

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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.
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Organization Data Available

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