VANGUARD CHARITABLE ENDOWMENT PROGRAM

EIN: 232888152 501(c)(3) Philanthropy & Grantmaking

SOUTHEASTERN, PA

Total Revenue
$6,410,999,905
Total Expenses
$3,093,447,365
Total Assets
$22,173,441,530
Net Assets
$22,079,278,039
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1997
Legal Domicile
PA
Principal Officer
REBECCA MOFFETT
Phone
8883834483
Tax Period
2023-07-01 to 2024-06-30

VANGUARD CHARITABLE ENDOWMENT PROGRAM, founded in 1997, is a large national nonprofit in the Philanthropy & Grantmaking sector that reported $6.4B in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.3B, a strong 52% operating margin.

Mission

VANGUARD CHARITABLE FULFILLS ITS MISSION TO INCREASE PHILANTHROPY AND MAXIMIZE ITS IMPACT OVER TIME BY ADMINISTERING A DONOR-ADVISED FUND, A TAX-EFFECTIVE WAY TO CONSOLIDATE, ACCRUE, AND GRANT ASSETS TO CHARITY. VANGUARD CHARITABLE'S PHILANTHROPIC ACCOUNTS OFFER DONORS A FLEXIBLE AND CONVENIENT WAY TO GIVE, HELPING THEM MAKE A GREATER CHARITABLE IMPACT IN BOTH THE NEAR AND LONG TERM. VANGUARD CHARITABLE IS PROUD TO OFFER THE HIGHEST-VALUE DONOR-ADVISED FUND, A CLAIM BACKED BY OUR LOW ALL-IN FEE AND STRONG ALIGNMENT WITH THE TIME-TESTED PRINCIPLES OF VANGUARD, A LEADER IN AT-COST INVESTMENTS. VANGUARD CHARITABLE BELIEVES IN THE IMPORTANCE OF LONG-TERM, STRATEGIC CHARITABLE PLANNING THAT MINIMIZES COSTS AND MAXIMIZES THE IMPACT OF PHILANTHROPIC GIVING.

Program Service Accomplishments

Program 1
Expenses: $3,083,313,483 Revenue: $0

VANGUARD CHARITABLE IS A LEADING U.S. NONPROFIT ORGANIZATION THAT FULFILLS ITS MISSION TO INCREASE PHILANTHROPY AND MAXIMIZE ITS IMPACT OVER TIME BY ADMINISTERING A DONOR-ADVISED FUND, A...

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VANGUARD CHARITABLE IS A LEADING U.S. NONPROFIT ORGANIZATION THAT FULFILLS ITS MISSION TO INCREASE PHILANTHROPY AND MAXIMIZE ITS IMPACT OVER TIME BY ADMINISTERING A DONOR-ADVISED FUND, A TAX-EFFECTIVE WAY TO CONSOLIDATE, ACCRUE, AND GRANT ASSETS TO CHARITY. THE UNIQUE STRUCTURE OF OUR PERSONAL PHILANTHROPIC ACCOUNTS ALLOWS DONORS TO BE STRATEGIC ABOUT GIVING AND MANAGE THEIR CHARITABLE DONATIONS IN A TAX-EFFECTIVE, FLEXIBLE, AND CONVENIENT WAY. THOSE ATTRIBUTES, COUPLED WITH OUR LOW COSTS AND MEANINGFUL CHARITABLE GUIDANCE, HELP DONORS MAXIMIZE THEIR PHILANTHROPIC IMPACT. THROUGH THESE PHILANTHROPIC ACCOUNTS, WE HELP DONORS FULFILL CHARITABLE MISSIONS THAT REFLECT THE PEOPLE AND CAUSES THEY CARE ABOUT MOST, AND TOGETHER, WE SUPPORT TENS OF THOUSANDS OF NONPROFIT ORGANIZATIONS EVERY YEAR. OUTSIDE THE IMMEDIATE BENEFITS, SUCH AS A CHARITABLE TAX DEDUCTION THAT CAN ENABLE GREATER GENEROSITY, OUR PHILANTHROPIC ACCOUNTS ALSO OFFER CHARITABLE ASSETS THE OPPORTUNITY TO GROW TAX-FREE THROUGH A RANGE OF HIGH-QUALITY INVESTMENT OPTIONS THAT SPAN THE RISK SPECTRUM. VANGUARD CHARITABLE MAKES IT EASIER TO MANAGE CHARITABLE DONATIONS BY ALLEVIATING THE ADMINISTRATIVE BURDEN AND TIME REQUIRED TO INVEST ASSETS, CONDUCT CHARITY DUE DILIGENCE, AND ISSUE GRANTS. OUR PHILANTHROPIC ACCOUNTS REDUCE WORK AND STREAMLINE COSTS FOR DONORS WITHOUT SACRIFICING CHARITABLE IMPACT. DURING THIS FISCAL YEAR, VANGUARD CHARITABLE DISTRIBUTED APPROXIMATELY 13.9% OF ASSETS (BASED ON A 5-YEAR ROLLING AVERAGE) IN GRANTS FOR CHARITABLE PURPOSES, PRINCIPALLY TO OTHER QUALIFIED 501(C)(3) PUBLIC CHARITIES AND GOVERNMENTAL ORGANIZATIONS EXCLUSIVELY FOR PUBLIC PURPOSES. VANGUARD CHARITABLE ISSUED 221,825 GRANTS TOTALING OVER $3 BILLION. THESE GRANTS BENEFITED LOCAL, REGIONAL, NATIONAL AND GLOBAL CAUSES. SINCE ITS INCEPTION IN 1997, VANGUARD CHARITABLE HAS GRANTED MORE THAN $19.4 BILLION TO QUALIFIED CHARITABLE DONEES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,747,045,424
Program Service Revenue $0
Investment Income $663,954,481
Other Revenue $0
TOTAL REVENUE $6,410,999,905

Expense Breakdown

Grants Paid $3,057,423,430
Salaries & Benefits $14,816,404
Fundraising Expenses $3,746,316
Program Expenses $3,083,313,483
Other Expenses $21,207,531
TOTAL EXPENSES $3,093,447,365

Year-over-Year Comparison

2023 2022 Change
Revenue $6,410,999,905 $4,575,589,839 +0.4%
Expenses $3,093,447,365 $2,138,658,678 +0.4%
Net Income $3,317,552,540 $2,436,931,161 +0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
6
Independent Members
6
Employees
119
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$847,955
Total Directors
6
$0
Key Employees
4
$1,263,731
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
REBECCA MOFFETT PRESIDENT 40.0
Officer
$423,545 $74,651 $498,196
ANN L GILL CHIEF PHILANTHROPIC OFFICER 40.0
Key Emp
$317,778 $59,964 $377,742
MARK FROEHLICH CHIEF FINANCIAL OFFICER 40.0
Officer
$293,331 $56,428 $349,759
DEONE POWELL GEN. COUNSEL & CHIEF LEGAL OFF 40.0
Key Emp
$285,887 $52,567 $338,454
JODI ROSEN CHIEF DEVELOPMENT OFFICER 40.0
Key Emp
$228,079 $60,163 $288,242
ELAINE KENIG CHIEF COMMUNICATIONS OFFICER 40.0
Key Emp
$200,947 $58,346 $259,293
LISA LENKER SR. MGR. RISK & COMPLEX ASSETS 40.0
Highest
$159,541 $50,787 $210,328
MARY JANE EMERY DIRECTOR OF FINANCE/CONTROLLER 40.0
Highest
$166,154 $34,026 $200,180
VICTORIA KELBER-MCKEE SR. MANAGER PRODUCT OWNER 40.0
Highest
$145,694 $51,020 $196,714
JESSICA NEFF SR. MANAGER, HEAD OF DELIVERY 40.0
Highest
$149,044 $41,855 $190,899
AMANDA WELSH OPERATIONS SR. MANAGER 40.0
Highest
$135,584 $48,742 $184,326
JOHN J BRENNAN TRUSTEE & CHAIRMAN 1.0
Director
$0 $0 $0
RENEE B BOOTH TRUSTEE 1.0
Director
$0 $0 $0
PAMELA DIPPEL CHONEY TRUSTEE 1.0
Director
$0 $0 $0
MICHAEL F HOLLAND TRUSTEE 1.0
Director
$0 $0 $0
MICHAEL S MILLER TRUSTEE 1.0
Director
$0 $0 $0
LARRY DUBINSKI TRUSTEE 1.0
Director
$0 $0 $0
CELIA ROADY SECRETARY 1.0
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $6,410,999,905 $3,093,447,365 $22,173,441,530 $3,317,552,540
2023 $4,575,589,839 $2,138,658,678 $17,014,127,929 $2,436,931,161
2022 $3,094,926,210 $1,923,024,321 $15,184,566,383 $1,171,901,889
2021 $4,942,778,815 $1,871,641,654 $16,116,069,593 $3,071,137,161
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