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Nonprofit · EIN 34-1747398

AMERICAN ENDOWMENT FOUNDATION

Tax-exempt · HUDSON, OH 44236

Financials

$1.3B$1.3B2023$1.9B$1.4B2024
Revenue Expenses · by fiscal year end
Financials of AMERICAN ENDOWMENT FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,891,313,285$1,364,155,138$527,158,147$8,410,336,989$6,958,949$8,403,378,040
December 31, 2023990$1,320,890,881$1,278,019,450$42,871,431$7,145,882,316$21,492,709$7,124,389,607
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,690,172,326
Program service revenue
$0
Investment income
$201,139,226
Other revenue
$1,733

Expenses

Grants and similar amounts paid
$1,305,303,631
Compensation of officers, directors and key employees
$2,469,931
Other salaries and wages
$8,350,582
Salaries, compensation and benefits (total)
$12,555,729
Professional fundraising fees
$0
Legal fees
$228,830
Accounting fees
$231,105
Occupancy
$778,531
Travel
$228,588
Depreciation
$341,041
Program services (functional)
$1,355,680,029
Management and general (functional)
$4,395,390
Fundraising (functional)
$4,079,719

Balance sheet and other

Total assets, start of year
$7,145,882,316
Total assets, end of year
$8,410,336,989
Total liabilities, end of year
$6,958,949
Net assets, end of year
$8,403,378,040
Land, buildings and equipment
$908,375
Publicly traded securities
$7,977,746,152
Net assets without donor restrictions
$8,403,378,040
Gross unrelated business income
$722,379
Gross receipts
$1,891,313,285
Employees
149
Volunteers
0
Year formed
1993
State of legal domicile
OH

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
RONDAL RANSOMCHIEF EXECUTIVE OFFICER
Trustee or director, Officer
40$602,809$37,754
STEPHEN W JONESEXECUTIVE VICE PRESIDENT
Officer
40$348,889$32,057
MICHELE HOZAGENERAL COUNSEL & SECRETARY OF BOARD
Officer
40$248,190$27,100
PAULA HOGANCHRO
Officer
40$217,153$30,247
MARK MANNINGCIO
Officer
40$205,123$17,083
JESSE JUGUILONCHIEF BUSINESS STRATEGY OFFICER
Officer
40$208,726$7,449
STEPHEN BROOKSVP DEVELOPMENT
Highest-paid employee
40$181,232$22,886
TYANA SMITHCHIEF BUS DEV OFF (UNTIL 3/25/24)
Officer
40$183,111$17,618
KELLY MCGRATHCHIEF MARKETING OFFICER
Officer
40$164,837$25,225
LEVENT BAYKUTSR. DIRECTOR OPERATIONS
Highest-paid employee
40$165,689$14,809
BRYCE JOHNSONVP DEVELOPMENT
Highest-paid employee
40$157,209$19,177
SUSAN VALITSKYSR DIRECTOR CONTROLLER
Highest-paid employee
40$163,599$12,699
ELIZABETH OKUMASR DIRECTOR EXPERIENCE
Highest-paid employee
40$159,404$15,919
KAREN HEATH - WADECHIEF BUSINESS DEVELOPMENT OFFICER
Officer
40$163,147$1,378
JOSEPH BETROCHAIRMAN OF THE BOARD
Trustee or director
10$55,000$0
9 more people on this return
NameTitleHours / weekCompensation
TED AUSTINDIRECTOR
Trustee or director
2$12,000
BRIAN BROADBENTDIRECTOR
Trustee or director
2$12,000
JANET GOSCHEDIRECTOR
Trustee or director
2$12,000
MARTIN HALLDIRECTOR
Trustee or director
2$12,000
PATRICK HEDDLESTONDIRECTOR
Trustee or director
2$12,000
TIMOTHY HOGANDIRECTOR
Trustee or director
2$12,000
JUSTIN HORTONDIRECTOR
Trustee or director
2$12,000
REBECCA MORGANDIRECTOR
Trustee or director
2$12,000
BENJAMIN BECKMANDIRECTOR
Trustee or director
2$1,747
990 for the year ended December 31, 2023: 25 people
NameTitleHours / weekCompensationOther / benefits
STEPHEN W JONESEXECUTIVE VICE PRESIDENT
Officer
40$386,885$40,598
RONDAL RANSOMCHIEF EXECUTIVE OFFICER
Officer
40$374,154$17,933
MICHELE HOZAGENERAL COUNSEL & SECRETARY OF BOARD
Officer
40$238,301$33,434
TYANA SMITHCHIEF BUSINESS DEVELOPMENT OFFICER
Officer
40$209,249$42,199
JOHN FARRENFORMER PRESIDENT
Former
0$231,292$12,194
PAULA HOGANCHRO
Officer
40$210,101$29,710
BRIAN DEACYSVP, NATIONAL DEVELOPMENT MANAGER
Highest-paid employee
40$196,693$29,189
MARK MANNINGCIO
Officer
40$190,623$20,771
SHANNON BAKERVP DEVELOPMENT
Highest-paid employee
40$184,725$25,806
JESSE JUGUILONCHIEF BUSINESS STRATEGY OFFICER
Officer
40$202,044$7,311
STEPHEN BROOKSVP DEVELOPMENT
Highest-paid employee
40$174,298$33,201
BRYCE JOHNSONVP DEVELOPMENT
Highest-paid employee
40$149,939$23,632
LEVENT BAYKUTSR. DIRECTOR OPERATIONS
Highest-paid employee
40$150,817$16,562
JOSEPH BETROCHAIRMAN OF THE BOARD
Trustee or director
10$55,000$0
BENJAMIN BECKMANDIRECTOR
Trustee or director
3$12,000$0
BRIAN BROADBENTDIRECTOR
Trustee or director
3$12,000$0
JANET GOSCHEDIRECTOR
Trustee or director
3$12,000$0
MARTIN HALLDIRECTOR
Trustee or director
3$12,000$0
PATRICK HEDDLESTONDIRECTOR
Trustee or director
3$12,000$0
TIMOTHY HOGANDIRECTOR
Trustee or director
3$12,000$0
REBECCA MORGANDIRECTOR
Trustee or director
3$12,000$0
CARL ZIPFELDIRECTOR (UNTIL 11/19/2023)
Trustee or director
3$11,348$0
TED AUSTINDIRECTOR
Trustee or director
3$10,200$0
JUSTIN HORTONDIRECTOR
Trustee or director
3$10,200$0
STEVE MULLINDIRECTOR (UNTIL 2/24/23)
Trustee or director
3$1,833$0

Address and contacts

Address (IRS master file)
5700 DARROW RD STE 118, HUDSON, OH 44236-5026
Mailing address (990-N for 2021)
5700 Darrow Rd Ste 118, Hudson OH 44236
Principal officer (990 for 2024)
STEPHEN W JONES, 5700 DARROW RD 118, HUDSON, OH 44236
Principal officer (990-N for 2021)
Ethridge Darlene, 659 lake road, Atkins AR 72823
Signed the 990
STEPHEN W JONES, EXECUTIVE VICE PRESIDENT
Phone
(330) 655-7552
Return prepared by
RSM US LLP

Mission

TO EXPAND THE CAPACITY OF AMERICAN PHILANTHROPY THROUGHOUT THE FINANCIAL SERVICES INDUSTRY.

990 for the year ended December 31, 2024

Program accomplishments

  • AMERICAN ENDOWMENT FOUNDATION MAKES GRANTS TO U.S. CHARITABLE ORGANIZATIONS THAT ARE TAX-EXEMPT CHARITIES, OR TO U.S., STATE AND LOCAL GOVERNMENT ENTITIES FOR CHARITABLE PURPOSES. GRANTS ARE ONLY APPROVED IF THEY ARE USED EXCLUSIVELY IN FURTHERANCE OF CHARITABLE PURPOSES.
    Expenses $1,355,680,029 · grants $1,305,303,631

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
34-1747398
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1994
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$8,410,336,989
Income (IRS master file)
$1,891,313,285

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024–––IRS
990-TDecember 2024–––IRS
990December 2023$1,320,890,881$1,278,019,450$7,145,882,316IRS
990-TDecember 2023–––IRS
990December 2022$1,422,851,075$1,038,658,473$6,246,840,051IRS
990-TDecember 2022–––IRS
990-N for 2021
Officer: Ethridge Darlene
December 31, 2021≤ $50,000 receipts––e-Postcard
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––IRS
990December 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about AMERICAN ENDOWMENT FOUNDATION

What is the EIN of AMERICAN ENDOWMENT FOUNDATION?
The employer identification number (EIN) of AMERICAN ENDOWMENT FOUNDATION is 34-1747398.
Is AMERICAN ENDOWMENT FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to AMERICAN ENDOWMENT FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does AMERICAN ENDOWMENT FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of AMERICAN ENDOWMENT FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did AMERICAN ENDOWMENT FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of AMERICAN ENDOWMENT FOUNDATION?
The 990 for the year ended December 31, 2024 names STEPHEN W JONES.
Who are the officers and directors of AMERICAN ENDOWMENT FOUNDATION?
The 990 for the year ended December 31, 2024 lists 24 people; 24 received compensation from the organization, the highest $602,809 (RONDAL RANSOM, CHIEF EXECUTIVE OFFICER).
How much revenue does AMERICAN ENDOWMENT FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,891,313,285, expenses of $1,364,155,138 and total assets of $8,410,336,989 at year end.

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