Civic Intelligence

Aec Trust

EIN 36-6725987 • Wilmington, DE

Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$25M-$50M nonprofits • Source year 2024

Net Margin

4th percentile

-90%

Higher net margin than 4% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$285,476

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

4th percentile

-24%

Faster asset growth than 4% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-39%

Faster revenue growth than 7% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$36,814,610

Down $11,558,870 (-24%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$36,814,610

Down $11,558,870 (-24%) from 2023

Operations
Liabilities / Revenue16th percentileNet Margin4th percentile

Revenue

Down

$12,901,971

Down $8,361,506 (-39%) from 2023

Expenses

Up

$24,460,841

Up $20,462,002 (+512%) from 2023

Net Income

Down

-$11,558,870

Down $28,823,508 (-167%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth4th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2018: $26,332,057Liabilities 2018: $0Net Assets 2018: $26,332,0572018Assets 2019: $25,742,777Liabilities 2019: $0Net Assets 2019: $25,742,7772019Assets 2020: $26,523,763Liabilities 2020: $0Net Assets 2020: $26,523,7632020Assets 2021: $28,840,998Liabilities 2021: $0Net Assets 2021: $28,840,9982021Assets 2022: $31,108,842Liabilities 2022: $0Net Assets 2022: $31,108,8422022Assets 2023: $48,373,480Liabilities 2023: $0Net Assets 2023: $48,373,4802023Assets 2024: $36,814,610Liabilities 2024: $0Net Assets 2024: $36,814,6102024

Highlighted filing

2024

Assets$36,814,610
Liabilities$0
Net Assets$36,814,610
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10M-$20MRevenue 2018: $4,167,328Expenses 2018: $1,936,191Net Income 2018: $2,231,1372018Revenue 2019: $1,431,275Expenses 2019: $2,029,613Net Income 2019: -$598,3382019Revenue 2020: $3,831,452Expenses 2020: $3,050,466Net Income 2020: $780,9862020Revenue 2021: $5,439,204Expenses 2021: $3,121,969Net Income 2021: $2,317,2352021Revenue 2022: $5,348,547Expenses 2022: $3,080,703Net Income 2022: $2,267,8442022Revenue 2023: $21,263,477Expenses 2023: $3,998,839Net Income 2023: $17,264,6382023Revenue 2024: $12,901,971Expenses 2024: $24,460,841Net Income 2024: -$11,558,8702024

Highlighted filing

2024

Revenue$12,901,971
Expenses$24,460,841
Net Income-$11,558,870
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,814,610
Liabilities
$0
Net assets
$36,814,610
Revenue
$12,901,971
Expenses
$24,460,841
Net income
-$11,558,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.8$0.00$36.8$12.9$24.5$11.6
2023Detailed filing. Detailed filing data is available for this year.$48.4$0.00$48.4$21.3$4.00$17.3
2022Detailed filing. Detailed filing data is available for this year.$31.1$0.00$31.1$5.35$3.08$2.27
2021Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$5.44$3.12$2.32
2020Detailed filing. Detailed filing data is available for this year.$26.5$0.00$26.5$3.83$3.05$0.78
2019Detailed filing. Detailed filing data is available for this year.$25.7$0.00$25.7$1.43$2.03$0.60
2018Detailed filing. Detailed filing data is available for this year.$26.3$0.00$26.3$4.17$1.94$2.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 21, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CIBC NATIONAL TRUST COMPANYTrustee-$285,476-$285,476
David H CofrinAdvisory Board Member-$0--
Edith Dee CofrinAdvisory Board Chair-$0--
Mary Ann P CofrinAdvisory Board Member-$0--
Paige CofrinAdvisory Board Member-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE HOMESTEAD FOUNDATION INCexpenditure responsibility grantPFATLANTA, GA, US$16,039,759
Paid GrantWAGMORE FOUNDATION INCexpenditure responsibility grantPFPORTLAND, OR, US$4,131,710
Paid GrantDANCE ALIVE INCCapital CampaignPCGAINESVILLE, FL, US$250,000
Paid GrantNATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS INCBuilding the Vision: National Center for Civil and Human Rights Expansion for Capital and ProgramPCATLANTA, GA, US$250,000
Paid GrantMASS GENERAL BRIGHAM INCORPORATEDTransforming Emergency Care: Campaign for the Cooley Dickinson Hospital Emergency DepartmentPCSOMERVILLE, MA, US$150,000
Paid GrantUNIVERSITY OF FLORIDAHarn Museum of Art General Operating SupportPCGAINESVILLE, FL, US$150,000
Paid GrantAMALGAMATED CHARITABLE FOUNDATION INCHurricane Helene ResponsePCWASHINGTON, DC, US$100,000
Paid GrantAUDUBON SOCIETY OF RHODE ISLANDNature for AllPCSMITHFIELD, RI, US$100,000
Paid GrantFERNBANK INCTHRIVE: The Nature of Change (Capital Campaign)PCATLANTA, GA, US$100,000
Paid GrantKESTREL LAND TRUST INCForest & Farm Conservation: Longley 181 acres in Williamsburg Hatfield, MAPCAMHERST, MA, US$100,000
Paid GrantLINK COUNSELING CENTER INC50th Anniversary Capital ProjectsPCATLANTA, GA, US$100,000
Paid GrantCENTER FOR HUMAN DEVELOPMENTCommunity Housing Support ProgramPCAMHERST, MA, US$75,000
Paid GrantCORPORATE ACCOUNTABILITY INTLCorporate Accountability: Advancing Climate & Water Justice Alongside Frontline AlliesPCBOSTON, MA, US$75,000
Paid GrantRAISING EXPECTATIONS INCRaising Expectations, Inc.PCATLANTA, GA, US$75,000
Paid GrantSURVIVAL CENTERS INCAmherst Survival Center Food PantryPCNORTH AMHERST, MA, US$75,000
Paid GrantLOUISVILLE PRESCHOOL INCLouisville Support FundPCLOUISVILLE, CO, US$70,000
Paid GrantATLANTA COMMUNITY SUPPORT PROJECT INCACSP General Operating SupportPCATLANTA, GA, US$50,000
Paid GrantATLANTA FULTON COUNTY PREARREST DIVERSION INITIATIPolicing Alternatives & Diversion (PAD) InitiativePCATLANTA, GA, US$50,000
Paid GrantEKVNV YEFOLECVLKEEkvn-Yefolecv Maskoke EcovillagePCWEOGUFKA, AL, US$50,000
Paid GrantFEMINIST WOMENS HEALTH CENTER INCGeneral & UnrestrictedPCATLANTA, GA, US$50,000
Paid GrantGLOBAL GROWERS NETWORK INCGlobal Growers 2024 Cultivating Futures CampaignPCDECATUR, GA, US$50,000
Paid GrantMATHESON HISTORY MUSEUM INCHistoric Preservation of the Matheson History Museum Complex and CollectionsPCGAINESVILLE, FL, US$50,000
Paid GrantPUSH PUSH THEATER COMPANYPushPush Arts: Capital Campaign for the purchase of an arts venue in College Park, GAPCDECATUR, GA, US$50,000
Paid GrantSTATUS HOME INCDestination IndependencePCATLANTA, GA, US$50,000
Paid GrantSUGAR LOAF FIRE PROTECTION DISTRICTSLFPD Biggest Needs RequestGOVBOULDER, CO, US$50,000
Paid GrantTHE CALLANWOLDE FOUNDATION INCBuild. Inspire. Grow.PCATLANTA, GA, US$50,000
Paid GrantTRANS JUSTICE HOUSING PROJECT INCServices for transgender/gender non-conforming people experiencing homelessnessPCATLANTA, GA, US$50,000
Paid GrantUNIVERSITY OF FLORIDA FOUNDATION INCFlorida Museum "Earth to Florida" permanent exhibitionPCGAINESVILLE, FL, US$50,000
Paid GrantVIRGINIA-HIGHLAND ELEMENTARY PTOEverybody's Playground at Virginia-Highland ElementaryPCATLANTA, GA, US$50,000
Paid GrantWYLDE CENTER INCOperating and Capital Support for Wylde CenterPCDECATUR, GA, US$50,000
Paid GrantAUDIO INFORMATION NETWORK OF COLORADOInformation Equity for People Living with Vision Loss or BlindnessPCBOULDER, CO, US$30,000
Paid GrantCHEF ANN FOUNDATIONColorado Healthy School Food Pathway pilot phasePCBOULDER, CO, US$30,000
Paid GrantOUTREACH UNITED RESOURCE CENTER INCGeneral & UnrestrictedPCLONGMONT, CO, US$30,000
Paid GrantPEAK ABUNDANCEGeneral & UnrestrictedPCNEDERLAND, CO, US$30,000
Paid GrantSISTER SONG INCSisterSong Women of Color Reproductive Justice Collective General OperatingPCATLANTA, GA, US$30,000
Paid GrantTHE HUMANE SOCIETY OF BOULDER VALLEY INCSupporting Animal Adoption Services at the Humane Society of Boulder ValleyPCBOULDER, CO, US$30,000
Paid GrantTIDES FOUNDATIONBuilding Multiracial Working Class Power in GeorgiaPCLOS ANGELES, CA, US$30,000
Paid GrantCHRIS 180 INCTrauma-Informed Mental Health Counseling for Children and YouthPCATLANTA, GA, US$25,000
Paid GrantFISCAL SPONSORSHIP ALLIES INCGeneral Operating SupportSO IINDIANAPOLIS, IN, US$25,000
Paid GrantGEORGIA CENTER FOR NONPROFITS INCThe Campaign For Greater GoodPCATLANTA, GA, US$25,000
Paid GrantGIRLS INC OF THE VALLEYHer Future, Our Future CampaignPCHOLYOKE, MA, US$25,000
Paid GrantGRANT PARK CONSERVANCY INCThe People's PlaygroundPCATLANTA, GA, US$25,000
Paid GrantSUR LEGAL COLLABORATIVEEducating Immigrant Workers about their Labor Rights in Fulton and DeKalb CountyPCDECATUR, GA, US$25,000
Paid GrantAGAPE COMMUNITY CENTER INCAgape Year-round Academic and Enrichment Program for Underserved YouthPCATLANTA, GA, US$20,000
Paid GrantATLANTA CONTEMPORARY ART CENTER INCGeneral Operating SupportPCATLANTA, GA, US$20,000
Paid GrantATLANTA MUSIC PROJECT INCAMP Youth Orchestras & ChoirsPCATLANTA, GA, US$20,000
Paid GrantCANINE PARTNERS OF THE ROCKIES INCMobility Service DogsPCAURORA, CO, US$20,000
Paid GrantCELEBRATE EDUOnline Business Education for People with DisabilitiesPCLAFAYETTE, CO, US$20,000
Paid GrantCENTER FOR CIVIC INNOVATION INCFellowship Program for Grassroots Community Leaders in AtlantaPCATLANTA, GA, US$20,000
Paid GrantECO-CYCLE INCEnvironmental Education for Under-Resourced SchoolsPCBOULDER, CO, US$20,000
Paid GrantEL CENTRO AMISTADEmpowering Thriving Latinx FamiliesPCBOULDER, CO, US$20,000
Paid GrantFEMINIST WOMENS HEALTH CENTER INCGeneral Operating Support 2025PCATLANTA, GA, US$20,000
Paid GrantGREENHOUSE SCHOLARSThe Whole Person College Program: Cultivating Extraordinary Young Leaders to Change Low-Income Families and Communities in Colorado and GeorgiaPCBOULDER, CO, US$20,000
Paid GrantIMPACT ON EDUCATIONAcademic Opportunity FundPCLOUISVILLE, CO, US$20,000
Paid GrantMOSAIC HEALTH CENTER INCExpanding Access to Women's Heathcare in Georgia's Most Diverse Square MilePCCLARKSTON, GA, US$20,000
Paid GrantMOTHER HOUSE INCStrengthening Vulnerable Communities: Shelter and Support Services in BoulderPCBOULDER, CO, US$20,000
Paid GrantNAMI GEORGIA INCNAMI Georgia Operating SupportPCATLANTA, GA, US$20,000
Paid GrantRESOURCE CENTRALRenew Our Schools--Inspiring Kids to Get Smart about EnergyPCBOULDER, CO, US$20,000
Paid GrantTHESPARKMentorship Theater ProgramPCBOULDER, CO, US$20,000
Paid GrantTRU COMMUNITY CARESafety Net for Uncompensated Care in Boulder County (SNUC)PCLAFAYETTE, CO, US$20,000
Paid GrantACTORS EXPRESS INCActor's Express Mainstage ProgrammingPCATLANTA, GA, US$15,000
Paid GrantATLANTA NEIGHBORHOOD DEVELOPMENT PARTNERSHIP INCClosing the Gap: Creating 500 Units of Affordable Housing in AtlantaPCATLANTA, GA, US$15,000
Paid GrantBARRED BUSINESS FOUNDATION COSTABLE ProgramPCATLANTA, GA, US$15,000
Paid GrantBOULDER FOOD RESCUEFood RedistributionPCBOULDER, CO, US$15,000
Paid GrantCENTER FOR HUMAN DEVELOPMENTNot Bread AlonePCAMHERST, MA, US$15,000
Paid GrantCENTRAL OUTREACH AND ADVOCACY CENTER INCSupportive Services Helping People Exit HomelessnessPCATLANTA, GA, US$15,000
Paid GrantCROSSROADS COMMUNITY MINISTRIES INCDoor-To-Door Housing and Stabilization Supports for Individuals and Families in NeedPCATLANTA, GA, US$15,000
Paid GrantDADS GARAGE INCOperationsPCATLANTA, GA, US$15,000
Paid GrantDAVID T HOWARD MIDDLE SCHOOL FOUNDATIONSaturday SchoolPCATLANTA, GA, US$15,000
Paid GrantEMERGENCY FAMILY ASSISTANCE ASSOCIATION INCBasic Needs FUNDPCBOULDER, CO, US$15,000
Paid GrantHARVEST OF HOPE PANTRYHarvest of Hope PantryPCBOULDER, CO, US$15,000
Paid GrantHISTORIC OAKLAND FOUNDATION INCOakland Discovery CampPCATLANTA, GA, US$15,000
Paid GrantI AM HUMAN FOUNDATIONHealing Through ArtPCATLANTA, GA, US$15,000
Paid GrantIMAGINESchool Age ServicesPCLAFAYETTE, CO, US$15,000
Paid GrantLIFECYCLE BUILDING CENTER INCSupport for Lifecycle Building Center's General OperationsPCATLANTA, GA, US$15,000
Paid GrantOUR HOUSE INCInterrelated Services for Families Experiencing HomelessnessPCATLANTA, GA, US$15,000
Paid GrantREFUGEE WOMENS NETWORK INCCommunity Health Promotion ProgramPCDECATUR, GA, US$15,000
Paid GrantRESOURCE CENTRALMaterials Reuse: Sustainable Building by and for our CommunityPCBOULDER, CO, US$15,000
Paid GrantSTREET DOG COALITIONBoulder Street TeamPCFORT COLLINS, CO, US$15,000
Paid GrantWOW CHILDRENS MUSEUM WORLD OF WONDER LTDWOW! Children's Museum's Play Ambassador ProgramPCLAFAYETTE, CO, US$15,000
Paid GrantTAHIRIH JUSTICE CENTERSocial and Legal Services for Immigrant Women and Girl Survivors of Gender-Based ViolencePCFALLS CHURCH, VA, US$15,000
Paid GrantECOADDENDUMEcoAddendum Stewardship and Eco-Restoration programsPCATLANTA, GA, US$15,000
Paid Grant350 COLORADOAdvocating for climate justice in Boulder ColoradoPCBOULDER, CO, US$10,000
Paid GrantA HOME FOR EVERYONE IN DEKALB INCDeKalb Advocacy and Solutions for Homelessness (DASH)PCDECATUR, GA, US$10,000
Paid GrantAGE WISE COLORADO INCContinue Our Successful Expansion in Boulder CountyPCDENVER, CO, US$10,000
Paid GrantANIMAL RESCUE OF THE ROCKIESAnimal Rescue of the Rockies Veterinary and Spay Neuter ProgramsPCAURORA, CO, US$10,000
Paid GrantASCENSA HEALTH INCResidential Treatment for Substance Use and Co-occurring Mental Health DisordersPCATLANTA, GA, US$10,000
Paid GrantATLANTA DOULA COLLECTIVEGeorgia Black Doula Network (Ga-BDN)PCHAMPTON, GA, US$10,000
Paid GrantATTENTION INCFostering Stability and Resilience in YouthPCBOULDER, CO, US$10,000
Paid GrantAUTOMOTIVE TRAINING CENTER CORPORATIONGeneral & UnrestrictedPCATLANTA, GA, US$10,000
Paid GrantBLACK GIRLS SMILEAtlanta Middlle and Highschool and Community Based Mental Health and WellnessPCATLANTA, GA, US$10,000
Paid GrantBOULDER COMMUNITY HOUSING CORPORATION INCFamily Self-Sufficiency ProgramPCBOULDER, CO, US$10,000
Paid GrantBOULDER PHILHARMONIC ORCHESTRABoulder Philharmonic Education ProgramsPCBOULDER, CO, US$10,000
Paid GrantBURNAWAY INCAtlanta Editor and Art 101PCATLANTA, GA, US$10,000
Paid GrantCHILD AND FAMILY ADVOCACY PROGRAMGeneral Operating Support for Blue Sky Bridge's Child Abuse InitiativesPCBOULDER, CO, US$10,000
Paid GrantCHOPART CORPORATIONCreative ToolkitPCATLANTA, GA, US$10,000
Paid GrantCOLORADO FRIENDSHIPIncrEdiblesPCLONGMONT, CO, US$10,000
Paid GrantCOLORADO MUSIC FESTIVALHeartstrings ProgramPCBOULDER, CO, US$10,000
Paid GrantCOMMUNITIES IN SCHOOLS OF ATLANTA INCWraparound Support for At-Risk Students in Metro-AtlantaPCATLANTA, GA, US$10,000
Paid GrantCOMMUNITY FOOD SHARE INCBoulder County Hunger Relief InitiativePCLOUISVILLE, CO, US$10,000
Paid GrantCONCRETE JUNGLE INCProduce Education and Enjoyment Loop (PEEL)PCATLANTA, GA, US$10,000
Paid GrantCOOL GIRLS INCCool Girls ClubPCDECATUR, GA, US$10,000
Paid GrantCOR INCRemoving Non-Academic Barriers to Educational SuccessPCATLANTA, GA, US$10,000
Paid GrantDECATUR COOPERATIVE MINISTRYPreventing and Alleviating Homelessness and Hunger For At-Risk Families in DeKalb CountyPCDECATUR, GA, US$10,000
Paid GrantEAST ATLANTA KIDS CLUB INCEast Atlanta Kids ClubPCATLANTA, GA, US$10,000
Paid GrantFIRST STEP STAFFINGWorking our Way HomePCATLANTA, GA, US$10,000
Paid GrantFLY ON A WALL INCFloor Story Arts Mentorship ProgramPCATLANTA, GA, US$10,000
Paid GrantFOOD WELL ALLIANCE INCGrowing Gardens and Orchards in AtlantaPCATLANTA, GA, US$10,000
Paid GrantFRIENDS OF REFUGEES INCRefugee Family Literacy (RFL)PCCLARKSTON, GA, US$10,000
Paid GrantGEORGIA JUSTICE PROJECT INCIncreasing Economic & Wellness Opportunities for Women with a Criminal HistoryPCATLANTA, GA, US$10,000
Paid GrantGROWING GARDENSGrowing Gardens Food ProjectPCBOULDER, CO, US$10,000
Paid GrantIMAGINEDayspring Early Intervention ServicesPCLAFAYETTE, CO, US$10,000
Paid GrantLAKE TOXAWAY CHARITIESGeneral & UnrestrictedPCLAKE TOXAWAY, NC, US$10,000
Paid GrantLONGMONT FOOD RESCUELongmont Community Fridges and Produce Distributions: fresh food access for hunger reliefPCLYONS, CO, US$10,000
Paid GrantPAINT LOVE INCGeneral Operating SupportPCDECATUR, GA, US$10,000
Paid GrantPRESS ON SOUTH INCPress On General Operating SupportPCATLANTA, GA, US$10,000
Paid GrantRISE AGAINST SUICIDEConnecting Youth At Risk for Suicide With Free Mental Health Treatment in Boulder CountyPCLAFAYETTE, CO, US$10,000
Paid GrantROBERT W WOODRUFF ARTS CENTERPEARL CLEAGE FELLOWS // Investing in BIPOC Women at the Alliance TheatrePCATLANTA, GA, US$10,000
Paid GrantSAFEHOUSE PROGRESSIVE ALLIANCE FOR NONVIOLENCE INCServices for Low-Income Survivors of Domestic ViolencePCBOULDER, CO, US$10,000
Paid GrantSEVERAL DANCERS CORE INCCore Dance Residency Program - LIFTPCDECATUR, GA, US$10,000
Paid GrantSOCIAL AND ENVIRONMENTAL ENTREPRENEURSTaking Care of Our OwnPCCALABASAS, CA, US$10,000
Paid GrantSOUTHERN FRIED QUEER PRIDEGeneral Operating SupportPCATLANTA, GA, US$10,000
Paid GrantSTAIBDANCE INCCOSMPCATLANTA, GA, US$10,000
Paid GrantTEKTON CAREER TRAININGTekton Career TrainingPCCLARKSTON, GA, US$10,000
Paid GrantTHE NATIONAL INCARCERATION ASSOCIATION INCThe NIA's Whole-Way Housing ProgramPCROSWELL, GA, US$10,000
Paid GrantTHORNE ECOLOGICAL INSTITUTENature Immersion ProgramPCBOULDER, CO, US$10,000
Paid GrantTRAINING AND COUNSELING CENTER AT SAINT LUKES INCAccessible Mental Health Services for Underserved Individuals and Families in Metro AtlantaPCATLANTA, GA, US$10,000
Paid GrantVOX TEEN COMMUNICATIONS INCVOX Teen Voices: Free Afterschool and summer programs for metro Atlanta teensPCATLANTA, GA, US$10,000
Paid GrantWOODLANDS GARDEN OF DECATUR INCWoodlands Garden Wayfinding Capital ProjectPCDECATUR, GA, US$10,000
Paid GrantWORKING TITLE PLAYWRIGHTS INCMonday Night Development WorkshopsPCATLANTA, GA, US$10,000
Paid GrantART PAPERS INCArt Papers Fire Ecology - The Atlanta Arts EcosystemPCATLANTA, GA, US$5,000
Paid GrantATLANTA VICTIM ASSISTANCE INCSafety 1st: Violence Prevention and Intervention for YouthPCATLANTA, GA, US$5,000
Paid GrantCOLORADO HORSE RESCUEEquine Rehabilitation and TrainingPCLONGMONT, CO, US$5,000
Paid GrantGROWE FOUNDATIONGarden to TablePCLOUISVILLE, CO, US$5,000
Paid GrantINTOWN COLLABORATIVE MINISTRIESIntown Cares' Homeless Services ProgramPCATLANTA, GA, US$5,000
Paid GrantPRESENCIA INCAfter-School Program for Immigrant YouthPCBROOKHAVEN, GA, US$5,000
Paid GrantPROJECT V E T SHealing the Planet, One Animal at a TimePCBOULDER, CO, US$5,000
Paid GrantTLC LEARNING CENTER INCEarly Childhood Education and Pediatric Therapeutic ServicesPCLONGMONT, CO, US$5,000
Paid GrantWELLSPRING LIVING INCGirls Residential ProgramGOVATLANTA, GA, US$5,000
Paid GrantWOMEN IN TECHNOLOGY INCWIT Single Mothers ProgramPCATLANTA, GA, US$5,000
Paid GrantYOUTHSPARK INCYouth Recovery Response: Positively Impacting the Lives of Missing and Disconnected Youth in AtlantaPCATLANTA, GA, US$5,000
Paid GrantFRIENDS OF LOUISVILLE ARTS SCIENCE AND HUMANITIESDowntown Louisville, CO Mural ProjectPCLOUISVILLE, CO, US$4,650
Filing and Contact Details

Filer

Filer Name
AEC Trust
EIN
36-6725987
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Whit Mansfield
Title
Trustee
Phone
8008391754
Signed
2025-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML AppendixShowing 400 of 2,070 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
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1NO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0WAGMORE FOUNDATION INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1THE HOMESTEAD FOUNDATION INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt0EXPECTED IN 2025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt15/22/2025
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt0250000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt04131710
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt116039759
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02024-11-08
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12024-12-10
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0CAPITAL ENDOWMENT GRANT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1CAPITAL ENDOWMENT GRANT
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0none necessary
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1none necessary
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt0PO BOX 3168
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt1685 LINWOOD AVE SUITE 100A
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0PORTLAND
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm1ATLANTA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0OR
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd1GA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd097208
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd130306
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PARTS I AND XIV
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FORM 990-PF, PARTS I AND XIV
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0FORM 990-PF, PARTS I AND XIV: TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $24,111,119 Less amount not treated as qualifying distribution: $20,171,469 TOTAL Part I, Line 25, Column (d): $3,939,650
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0AMERICAN EXPRESS CO - 4.200% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1AT&T INC - 2.750% - 06/01/2031
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2BANK AMER CORP - 4.450% - 03/0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3BANK AMER CORP MTN - 4.000% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4CINTAS CORP - 3.700% - 04/01/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5COCA-COLA CO - 3.450% - 03/25/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6COMCAST CORP - 3.375% - 08/15/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7DISNEY WALT CO NOTE - 3.800% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8ELECTRONIC ARTS INC NOTE - 4.8
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9GLAXOSMITHKLINE CAP INC NOTE -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10GOLDMAN SACHS GROUP INC - 3.85
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11GOLDMAN SACHS GROUP INC NOTE -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12INTEL CORP - 5.200% - 02/10/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13JPMORGAN CHASE & CO SUB BOND -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14MORGAN STANLEY - 3.625% - 01/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15MORGAN STANLEY MTN - 4.889% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16SCHWAB CHARLES CORP - 3.200% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17STRYKER CORP - 3.375% - 11/01/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18UNITEDHEALTH GROUP INC NOTE -
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