Civic Intelligence

Vanguard Charitable Endowment Program

990T • Fiscal year 2023 • EIN 23-2888152

Jul 01, 2022 to Jun 30, 2023 • Filed on May 14, 2024

Organization Profilewww.vanguardcharitable.org

View Organization Page

PO Box 3075Southeastern, PA 19398-9917

(888) 383-4483

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20B$15B$10B$5.0B$0Assets 2011: $2,362,567,905Liabilities 2011: $33,104,829Net Assets 2011: $2,329,463,0762011Assets 2012: $2,764,661,559Liabilities 2012: $7,376,386Net Assets 2012: $2,757,285,1732012Assets 2013: $3,625,839,931Liabilities 2013: $30,020,972Net Assets 2013: $3,595,818,9592013Assets 2014: $4,539,460,183Liabilities 2014: $4,042,090Net Assets 2014: $4,535,418,0932014Assets 2015: $5,162,019,762Liabilities 2015: $5,989,388Net Assets 2015: $5,156,030,3742015Assets 2016: $5,768,821,441Liabilities 2016: $5,651,940Net Assets 2016: $5,763,169,5012016Assets 2017: $7,292,651,781Liabilities 2017: $11,586,162Net Assets 2017: $7,281,065,6192017Assets 2018: $8,661,965,723Liabilities 2018: $44,564,193Net Assets 2018: $8,617,401,5302018Assets 2019: $10,044,200,772Liabilities 2019: $33,092,376Net Assets 2019: $10,011,108,3962019Assets 2020: $10,837,444,250Liabilities 2020: $34,425,678Net Assets 2020: $10,803,018,5722020Assets 2021: $16,116,069,593Liabilities 2021: $70,562,334Net Assets 2021: $16,045,507,2592021Assets 2022: $15,184,566,383Liabilities 2022: $48,401,331Net Assets 2022: $15,136,165,0522022Assets 2023: $17,014,127,929Liabilities 2023: $38,237,155Net Assets 2023: $16,975,890,7742023

Latest loaded filing

2023

Assets$17,014,127,929
Liabilities$38,237,155
Net Assets$16,975,890,774
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0B$4.0B$2.0B$0Revenue 2011: $597,604,440Expenses 2011: $7,855,148Net Income 2011: $589,749,2922011Revenue 2012: $908,901,187Expenses 2012: $484,128,809Net Income 2012: $424,772,3782012Revenue 2013: $1,117,986,418Expenses 2013: $509,528,710Net Income 2013: $608,457,7082013Revenue 2014: $1,090,629,084Expenses 2014: $606,797,877Net Income 2014: $483,831,2072014Revenue 2015: $1,318,779,835Expenses 2015: $708,620,937Net Income 2015: $610,158,8982015Revenue 2016: $1,381,769,475Expenses 2016: $715,614,609Net Income 2016: $666,154,8662016Revenue 2017: $1,698,906,641Expenses 2017: $770,912,907Net Income 2017: $927,993,7342017Revenue 2018: $2,034,194,172Expenses 2018: $1,003,148,960Net Income 2018: $1,031,045,2122018Revenue 2019: $2,186,733,429Expenses 2019: $1,148,498,333Net Income 2019: $1,038,235,0962019Revenue 2020: $2,342,827,019Expenses 2020: $1,728,694,449Net Income 2020: $614,132,5702020Revenue 2021: $4,942,778,815Expenses 2021: $1,871,641,654Net Income 2021: $3,071,137,1612021Revenue 2022: $3,094,926,210Expenses 2022: $1,923,024,321Net Income 2022: $1,171,901,8892022Revenue 2023: $4,575,589,839Expenses 2023: $2,138,658,678Net Income 2023: $2,436,931,1612023

Latest loaded filing

2023

Revenue$4,575,589,839
Expenses$2,138,658,678
Net Income$2,436,931,161
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v7.0
Filing and Contact Details

Filer

Filer Name
Vanguard Charitable Endowment Program
EIN
23-2888152
In Care Of
% MARK FROEHLICH
Phone
8883834483
Address
PO BOX 3075, SOUTHEASTERN, PA 19398-9917

Signing Officer

Name
Rebecca Moffett
Title
Treasurer & CFO
Phone
8883834483
Signed
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
PwC US Tax LLP
Address
2001 MARKET ST SUITE 1800, PHILADELPHIA, PA 19103
Preparer
Eric M Mcneil
Phone
2673303000
Raw XML Appendix103 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt064946
IRS1120ScheduleD/DisposeInvestmentQOFInd0false
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt04759
IRS1120ScheduleD/NetCapitalGainAmt060187
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt060187
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt04759
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt060187
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt060187
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt04759
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalProceedsSalesPriceAmt04759
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt060187
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt060187
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IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt060187
IRS8949/LongTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt060187
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt04759
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/ProceedsSalesPriceAmt04759
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0SALE OF PTP UNITS
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt04759
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt04759
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt00
IRS990T/BalanceDueAmt01229
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARK FROEHLICH
IRS990T/BooksInCareOfDetail/PhoneNum08883834483
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 3075
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SOUTHEASTERN
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd019398
IRS990T/BookValueAssetsEOYAmt017014127929
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt066729
IRS990T/ESPenaltyAmt01229
IRS990T/ExtsnRequestIncomeTaxPaidAmt037975
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
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IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt00
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0901101
IRS990T/PriorYearOverpaymentCreditAmt087933
IRS990TScheduleA/CapitalGainNetIncomeAmt064946
IRS990TScheduleA/OtherDeductionsAmt057850
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt0321
IRS990TScheduleA/TotalDeductionsAmt058171
IRS990TScheduleA/TotalOrdinaryGainLossAmt0660515
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0725461
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0725461
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0ALTERNATIVE INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt0667290
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0667290
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt0125908
IRS990T/TaxLessCreditsAmt0125908
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0125908
IRS990T/TotalTaxAmt0125908
IRS990T/TotalTaxComputationAmt0125908
IRS990T/TotalUBTIAmt0599561
IRS990T/TotalUBTIBeforeNOLSpecificAmt0600561
IRS990T/TotalUBTIBeforeSection199AAmt0600561
IRS990T/TotalUBTIComputedAmt0667290
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA MOFFETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER & CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum08883834483
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VANGUARD CHARITABLE ENDOWMENT PROGRAM
ReturnHeader/Filer/BusinessNameControlTxt0VANG
ReturnHeader/Filer/EIN0232888152
ReturnHeader/Filer/InCareOfNm0% MARK FROEHLICH
ReturnHeader/Filer/PhoneNum08883834483
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3075
ReturnHeader/Filer/USAddress/CityNm0SOUTHEASTERN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0193989917
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02001 MARKET ST SUITE 1800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02673303000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC M MCNEIL
ReturnHeader/ReturnTs02024-05-14T16:53:13-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FROEHLICH
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$17,014$38.2$16,976$4,576$2,139$2,437
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15,185$48.4$15,136$3,095$1,923$1,172
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$16,116$70.6$16,046$4,943$1,872$3,071
2020Summary only. Only limited summary data is available for this year.$10,837$34.4$10,803$2,343$1,729$614
2019Summary only. Only limited summary data is available for this year.$10,044$33.1$10,011$2,187$1,148$1,038
2018Summary only. Only limited summary data is available for this year.$8,662$44.6$8,617$2,034$1,003$1,031
2017Summary only. Only limited summary data is available for this year.$7,293$11.6$7,281$1,699$771$928
2016Summary only. Only limited summary data is available for this year.$5,769$5.65$5,763$1,382$716$666
2015Summary only. Only limited summary data is available for this year.$5,162$5.99$5,156$1,319$709$610
2014Summary only. Only limited summary data is available for this year.$4,539$4.04$4,535$1,091$607$484
2013Summary only. Only limited summary data is available for this year.$3,626$30.0$3,596$1,118$510$608
2012Summary only. Only limited summary data is available for this year.$2,765$7.38$2,757$909$484$425
2011Summary only. Only limited summary data is available for this year.$2,363$33.1$2,329$598$7.86$590