Nonprofit · EIN 23-2888152
VANGUARD CHARITABLE ENDOWMENT PROGRAM
Tax-exempt · MALVERN, PA 19355
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,666,887,642 | $3,541,363,310 | $3,125,524,332 | $27,313,445,525 | $100,968,990 | $27,212,476,535 |
| June 30, 2024 | 990 | $6,410,999,905 | $3,093,447,365 | $3,317,552,540 | $22,173,441,530 | $94,163,491 | $22,079,278,039 |
| June 30, 2023 | 990 | $4,575,589,839 | $2,138,658,678 | $2,436,931,161 | $17,014,127,929 | $38,237,155 | $16,975,890,774 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,751,469,753
- Program service revenue
- $0
- Investment income
- $915,417,889
- Net gain from sales of assets
- $231,845,882
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $3,503,325,979
- Compensation of officers, directors and key employees
- $2,566,972
- Other salaries and wages
- $9,418,394
- Salaries, compensation and benefits (total)
- $15,204,706
- Professional fundraising fees
- $0
- Legal fees
- $573,893
- Accounting fees
- $242,453
- Occupancy
- $2,222,609
- Travel
- $137,455
- Program services (functional)
- $3,528,949,218
- Management and general (functional)
- $8,432,465
- Fundraising (functional)
- $3,981,627
Balance sheet and other
- Total assets, start of year
- $22,173,441,530
- Total assets, end of year
- $27,313,445,525
- Total liabilities, end of year
- $100,968,990
- Net assets, end of year
- $27,212,476,535
- Publicly traded securities
- $25,099,507,281
- Net assets without donor restrictions
- $27,212,476,535
- Gross unrelated business income
- $5,545,272
- Gross receipts
- $14,731,262,548
- Employees
- 121
- Volunteers
- 0
- Year formed
- 1997
- State of legal domicile
- PA
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| REBECCA MOFFETT | PRESIDENT Officer | 40 | $527,625 | $81,059 |
| ANN L GILL | CHIEF PHILANTHROPIC OFFICER Key employee | 40 | $351,035 | $63,142 |
| MARK FROEHLICH | CHIEF FINANCIAL OFFICER Officer | 40 | $341,359 | $61,980 |
| DEONE POWELL | GC & CHF LEG OFF(THROUGH 3/25) Key employee | 40 | $315,440 | $51,588 |
| JODI ROSEN | CHIEF DEVELOPMENT OFFICER Key employee | 40 | $249,974 | $59,327 |
| ELAINE KENIG | CHIEF COMMUNICATIONS OFFICER Key employee | 40 | $238,296 | $65,685 |
| LISA LENKER | SR. MGR. RISK & COMPLEX ASSETS Highest-paid employee | 40 | $170,561 | $52,122 |
| VICTORIA KELBER-MCKEE | SR. MANAGER PRODUCT OWNER Highest-paid employee | 40 | $175,819 | $43,052 |
| JESSICA NEFF | SR. MANAGER, HEAD OF DELIVERY Highest-paid employee | 40 | $158,826 | $35,324 |
| MARY JANE EMERY | DIR OF FIN/CTR (THROUGH 11/24) Highest-paid employee | 40 | $168,041 | $23,077 |
| JESSICA MELTZER | CHIEF OF STAFF Highest-paid employee | 40 | $162,087 | $28,323 |
| JOHN J BRENNAN | TRUSTEE & CHAIRMAN Trustee or director | 1 | $0 | $0 |
| RENEE B BOOTH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL F HOLLAND | TRUSTEE (THROUGH 6/25) Trustee or director | 1 | $0 | $0 |
| MICHAEL S MILLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LARRY DUBINSKI | TRUSTEE Trustee or director | 1 | $0 |
| LUIS M VICEIRA | TRUSTEE Trustee or director | 1 | $0 |
| CELIA ROADY | SECRETARY (THROUGH 6/25) Officer | 1 | $0 |
| MEGAN BELL | SECRETARY (AS OF 6/25) Officer | 1 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| REBECCA MOFFETT | PRESIDENT Officer | 40 | $423,545 | $74,651 |
| ANN L GILL | CHIEF PHILANTHROPIC OFFICER Key employee | 40 | $317,778 | $59,964 |
| MARK FROEHLICH | CHIEF FINANCIAL OFFICER Officer | 40 | $293,331 | $56,428 |
| DEONE POWELL | GEN. COUNSEL & CHIEF LEGAL OFF Key employee | 40 | $285,887 | $52,567 |
| JODI ROSEN | CHIEF DEVELOPMENT OFFICER Key employee | 40 | $228,079 | $60,163 |
| ELAINE KENIG | CHIEF COMMUNICATIONS OFFICER Key employee | 40 | $200,947 | $58,346 |
| LISA LENKER | SR. MGR. RISK & COMPLEX ASSETS Highest-paid employee | 40 | $159,541 | $50,787 |
| MARY JANE EMERY | DIRECTOR OF FINANCE/CONTROLLER Highest-paid employee | 40 | $166,154 | $34,026 |
| VICTORIA KELBER-MCKEE | SR. MANAGER PRODUCT OWNER Highest-paid employee | 40 | $145,694 | $51,020 |
| JESSICA NEFF | SR. MANAGER, HEAD OF DELIVERY Highest-paid employee | 40 | $149,044 | $41,855 |
| AMANDA WELSH | OPERATIONS SR. MANAGER Highest-paid employee | 40 | $135,584 | $48,742 |
| JOHN J BRENNAN | TRUSTEE & CHAIRMAN Trustee or director | 1 | $0 | $0 |
| RENEE B BOOTH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAMELA DIPPEL CHONEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL F HOLLAND | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL S MILLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LARRY DUBINSKI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CELIA ROADY | SECRETARY Officer | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| REBECCA MOFFETT | PRESIDENT Officer | 40 | $390,931 | $74,138 |
| ANN L GILL | CHIEF PHILANTHROPIC OFFICER Key employee | 40 | $328,781 | $57,488 |
| MARK FROEHLICH | CHIEF FINANCIAL OFFICER Officer | 40 | $275,729 | $55,676 |
| JODI ROSEN | DIR. OF BUSINESS & PROD. DEV. Key employee | 40 | $197,220 | $44,816 |
| LISA LENKER | SR. MGR. RISK & COMPLEX ASSETS Highest-paid employee | 40 | $145,835 | $52,765 |
| MARY JANE EMERY | DIRECTOR OF FINANCE/CONTROLLER Highest-paid employee | 40 | $160,256 | $37,322 |
| ELAINE KENIG | DIR. COMMUNICATIONS & STRATEGY Highest-paid employee | 40 | $129,648 | $55,014 |
| JESSICA NEFF | SR. MANAGER, HEAD OF DELIVERY Highest-paid employee | 40 | $140,481 | $34,903 |
| JESSICA MELTZER | SR. PRGM MANAGER-PRODUCT & OFF Highest-paid employee | 40 | $130,070 | $33,534 |
| JOHN J BRENNAN | TRUSTEE & CHAIRMAN Trustee or director | 1 | $0 | $0 |
| RENEE B BOOTH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAMELA DIPPEL CHONEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| VIKRAM DEWAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL F HOLLAND | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHAEL S MILLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LARRY DUBINSKI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CELIA ROADY | SECRETARY Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 VANGUARD BLVD - D29, MALVERN, PA 19355-2331
- In care of
- % MARK FROEHLICH
- Principal officer (990 for 2024)
- REBECCA MOFFETT, PO BOX 3075, SOUTHEASTERN, PA 19398
- Signed the 990
- MARK FROEHLICH, TREASURER & CFO
- Phone
- (888) 383-4483
- Website
- www.vanguardcharitable.org
- Return prepared by
- PwC US Tax LLP
Mission
SEE SCHEDULE O
Program accomplishments
- 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 13.4% 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 247,736 GRANTS TOTALING OVER $3.5 BILLION. THESE GRANTS BENEFITED LOCAL, REGIONAL, NATIONAL AND GLOBAL CAUSES. SINCE ITS INCEPTION IN 1997, VANGUARD CHARITABLE HAS GRANTED MORE THAN $22.9 BILLION TO QUALIFIED CHARITABLE DONEES.Expenses $3,528,949,218 · grants $3,503,325,979
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-2888152
- 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
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T700)
- Assets (IRS master file)
- $27,313,445,525
- Income (IRS master file)
- $14,731,262,548
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,666,887,642 | $3,541,363,310 | $27,313,445,525 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $6,410,999,905 | $3,093,447,365 | $22,173,441,530 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $4,575,589,839 | $2,138,658,678 | $17,014,127,929 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $3,094,926,210 | $1,923,024,321 | $15,184,566,383 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 23-2888152).
Questions about VANGUARD CHARITABLE ENDOWMENT PROGRAM
- What is the EIN of VANGUARD CHARITABLE ENDOWMENT PROGRAM?
- The employer identification number (EIN) of VANGUARD CHARITABLE ENDOWMENT PROGRAM is 23-2888152.
- Is VANGUARD CHARITABLE ENDOWMENT PROGRAM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to VANGUARD CHARITABLE ENDOWMENT PROGRAM tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does VANGUARD CHARITABLE ENDOWMENT PROGRAM 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 VANGUARD CHARITABLE ENDOWMENT PROGRAM due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did VANGUARD CHARITABLE ENDOWMENT PROGRAM last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of VANGUARD CHARITABLE ENDOWMENT PROGRAM?
- The 990 for the year ended June 30, 2025 names REBECCA MOFFETT.
- Who are the officers and directors of VANGUARD CHARITABLE ENDOWMENT PROGRAM?
- The 990 for the year ended June 30, 2025 lists 19 people; 11 received compensation from the organization, the highest $527,625 (REBECCA MOFFETT, PRESIDENT).
- How much revenue does VANGUARD CHARITABLE ENDOWMENT PROGRAM have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,666,887,642, expenses of $3,541,363,310 and total assets of $27,313,445,525 at year end.
Other nonprofits in MALVERN
- THE VANGUARD GROUP FOUNDATION EIN 23-2699769 · last filed 990-PF for 2024
- JOSEPH AND MARIE FIELD FAMILY FOUNDATION INC EIN 23-3009586 · last filed 990-PF for 2025
- THE ARTHUR AND GAIL PASQUARELLA FAMILY FOUNDATION EIN 20-8071773 · last filed 990-PF for 2025
- THE@JEFFERY AND CYNTHIA KING FAMILY FOUNDATION EIN 25-6638460 · last filed 990-PF for 2026
- CONESTOGA ROAD FOUNDATION EIN 27-5271188 · last filed 990-PF for 2025
- WHIMSIE FUND EIN 27-5271127 · last filed 990-PF for 2024
- JOSEPH AND MARIE FIELD FAMILY ENVIRONMENTAL FOUNDATION EIN 26-3923674 · last filed 990-PF for 2025
- TRUST UNDER WILL OF JOHN MCKEE DATED DECEMBER 8 1899 EIN 23-7675490 · last filed 990-PF for 2024
All nonprofits in MALVERN · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations