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Nonprofiteer
← AMERICAN ENDOWMENT FOUNDATION

Form 990 for tax year 2022

Filed by AMERICAN ENDOWMENT FOUNDATION.

Totals

Total revenue
$1,422,851,075
Total expenses
$1,038,658,473
Contributions and grants received
$1,305,502,090
Grants paid
$993,988,430
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$1,031,326,783
Management and general expenses
$2,152,339
Fundraising expenses
$5,179,351
Program service expenses (Part III)
$1,031,326,783

Program services were 99.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOHN E FARREN

    PRESIDENT (UNTIL 12/1/22)

    Total calculated
    $491,906
    From this org
    $450,546
    From related orgs
    $0
    Other
    $41,360
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $397,087
    Bonus
    $0
    Other
    $53,459
    Deferred
    $13,091
    Nontaxable benefits
    $28,269
    Filer's total
    $491,906

  • STEPHEN W JONES

    DIRECTOR AND EXECUTIVE VP

    Total calculated
    $343,458
    From this org
    $305,882
    From related orgs
    $0
    Other
    $37,576
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $280,982
    Bonus
    $0
    Other
    $24,900
    Deferred
    $9,246
    Nontaxable benefits
    $28,330
    Filer's total
    $343,458

  • AL STRAUSS

    BOARD CHAIR (UNTIL 11/18/22)

    Total calculated
    $81,435
    From this org
    $79,063
    From related orgs
    $0
    Other
    $2,372
    Hours/week
    10

  • JOSEPH BETRO

    CHAIRMAN OF THE BOARD

    Total calculated
    $17,208
    From this org
    $17,208
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • BENJAMIN BECKMAN

    DIRECTOR

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • JANET GOSCHE

    DIRECTOR

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • MARTIN HALL

    DIRECTOR

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • PATRICK HEDDLESTON

    DIRECTOR

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • TIMOTHY HOGAN

    DIRECTOR

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • REBECCA MORGAN

    DIRECTOR

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • STEVE MULLIN

    DIRECTOR

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • CARL ZIPFEL

    DIRECTOR

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • BRIAN BROADBENT

    DIRECTOR

    Total calculated
    $9,000
    From this org
    $9,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • MICHELE HOZA

    GENERAL COUNSEL & SECRETARY OF BOARD

    Total calculated
    $254,895
    From this org
    $222,651
    From related orgs
    $0
    Other
    $32,244
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,311
    Bonus
    $0
    Other
    $18,340
    Deferred
    $6,674
    Nontaxable benefits
    $25,570
    Filer's total
    $254,895

  • PAULA HOGAN

    CHRO

    Total calculated
    $229,030
    From this org
    $199,744
    From related orgs
    $0
    Other
    $29,286
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,137
    Bonus
    $0
    Other
    $17,607
    Deferred
    $6,125
    Nontaxable benefits
    $23,161
    Filer's total
    $229,030

  • MARK MANNING

    CIO

    Total calculated
    $194,787
    From this org
    $178,455
    From related orgs
    $0
    Other
    $16,332
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,056
    Bonus
    $0
    Other
    $15,399
    Deferred
    $5,382
    Nontaxable benefits
    $10,950
    Filer's total
    $194,787

  • JESSE JUGUILON

    CIOO

    Total calculated
    $199,682
    From this org
    $192,682
    From related orgs
    $0
    Other
    $7,000
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,768
    Bonus
    $0
    Other
    $15,914
    Deferred
    $5,742
    Nontaxable benefits
    $1,258
    Filer's total
    $199,682

  • TYANA SMITH

    VP DEVELOPMENT

    Total calculated
    $237,382
    From this org
    $202,968
    From related orgs
    $0
    Other
    $34,414
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,716
    Bonus
    $0
    Other
    $17,252
    Deferred
    $6,197
    Nontaxable benefits
    $28,217
    Filer's total
    $237,382

  • BRIAN DEACY

    VP DEVELOPMENT

    Total calculated
    $210,285
    From this org
    $187,564
    From related orgs
    $0
    Other
    $22,721
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,301
    Bonus
    $0
    Other
    $15,263
    Deferred
    $5,579
    Nontaxable benefits
    $17,142
    Filer's total
    $210,285

  • SHANNON BAKER

    VP DEVELOPMENT

    Total calculated
    $203,362
    From this org
    $176,397
    From related orgs
    $0
    Other
    $26,965
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,454
    Bonus
    $0
    Other
    $14,943
    Deferred
    $5,355
    Nontaxable benefits
    $21,610
    Filer's total
    $203,362

  • STEPHEN BROOKS

    VP DEVELOPMENT

    Total calculated
    $190,534
    From this org
    $162,557
    From related orgs
    $0
    Other
    $27,977
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,432
    Bonus
    $0
    Other
    $8,125
    Deferred
    $4,837
    Nontaxable benefits
    $23,140
    Filer's total
    $190,534

  • WILLIAM HEWITT

    VP DEVELOPMENT

    Total calculated
    $176,950
    From this org
    $160,219
    From related orgs
    $0
    Other
    $16,731
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,786
    Bonus
    $0
    Other
    $13,433
    Deferred
    $4,867
    Nontaxable benefits
    $11,864
    Filer's total
    $176,950

  • BRYCE JOHNSON

    VP DEVELOPMENT

    Total calculated
    $167,593
    From this org
    $144,670
    From related orgs
    $0
    Other
    $22,923
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,519
    Bonus
    $0
    Other
    $12,151
    Deferred
    $4,322
    Nontaxable benefits
    $18,601
    Filer's total
    $167,593

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE PRESIDENT IS PERMITTED TO MAINTAIN ONE SOCIAL CLUB MEMBERSHIP WHICH IS USED TO CONDUCT FOUNDATION BUSINESS SUCH AS BOARD MEETINGS, DEVELOPMENT AND TEAM MEETINGS.
PART I, LINE 4A
THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAYMENTS IN 2022: JOHN FARREN $17,792 TERMS AND CONDITIONS OF THE SEVERANCE AGREEMENTS ARE AVAILABLE TO THE INTERNAL REVENUE SERVICE UPON REQUEST.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • SJ ASPEN LP

    INVESTMENT · INVESTMENT · CA · 98% owned · share of income -$4,555 · share of assets $171,714

  • SOLLE OID LP

    INVESTMENT · INVESTMENT · TX · 97.86% owned · share of assets $3,388,510

Provenance

Return type
form_990
Tax year
2022
Filed
5 September 2023
IRS schema version
2022v5.0
Source object
202332499349300338

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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