#107 of 500 · Foundation / Grantmaker / DAF

American Endowment Foundation

EIN 34-1747398 · OH · NTEE T31 · Form 990, fiscal 2023

One of the nation's largest independent, cause-neutral sponsors of donor-advised funds. It administers charitable accounts for donors, working in partnership with financial advisors and firms, allowing contributions to grow tax-free and be granted to a wide range of 501(c)(3) charities. AEF focuses solely on donor-advised fund administration.

Financials, fiscal 2023

Revenue

$1.32B

Expenses

$1.28B

Total assets

$7.15B

Net assets

$7.12B

Operating margin

3.2%

1-year growth

-7.2%

5-year growth (CAGR)

8.3%

Reserve (years of spending)

66.9

Contributions share

88.7%

Programme spending

0.0%

Fundraising cost

0.0%

Executive pay share

0.18%

Employees

127

Revenue per employee

$10.4M

Grants paid

$1.23B

Years filing

29

NFP Health Score: 82 / 100

Financial 68 · Governance 100 · Operational 90. The score is built from Form 990 line items only. It cannot measure how well an organisation delivers its mission.

Mission

AEF is a mission-motivated organization focused on expanding philanthropy, partnering with financial advisors to enable more donors to create significant charitable impact through donor-advised funds.

Revenue history