23-2888152 990 200906.Pdf
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OMB No 1545-0047 Return of Organization Exempt From Income Tax Form 990 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation) Open to Public Department oi the Treasury Internal Revenue Service > The organization may have to use a copy of this return to satisfy state reporting reqmrements Inspection A For the 2008 calendar year, or tax year beginning' 07/01 , 2008, and ending 06/30 , 2009 B cmx u-ppm- Please C Name 0' organization VANGUARD CHARITABLE ENDOWMENT PROGRAM 0 E"""°V°' "‘°""“°““°" ""mb‘" 25.13? 22.125, Donna Bus-mess As 2 3—2 8 8 8 1 5 2 Nam mm. print or Number and street (or P 0 box it mail is not delivered to street address) Room/sune E Telephone number type. Initillrotiln Sea PI OI ( “mm,” :Ipst'I'I—‘I‘I: City or town, state or country, and ZIP + 4 mm “°"’- SOUTHEASTERN. PA 19398—9917 G Grossreceipts s 1, 253, 364, 886, 55:33:” F Name and address of prinCipaI officer BENJAMI N RI PI ERCE Hia) 'alIIII’Ita'ISI:?9m|-|P retumtor B Yes E No P. 0. BOX 3075 SOUTHEASTERN, PA 1 9 398 Hib) Are a" What“ Included? Y“ N° | Takexempt status I x I 501(c) ( 3 ) ‘ (Insert no) I I 4947(3)“) or I I 527 II 'No.‘ attach elist (see instructions) J Website: > WWWI VANGUARDC HARI TABLE“ ORG H(c) Group exemption number b N/ A K Type oI organization I x I Corporation I Tmst Assomation I I Other > L Year°fl°rmah°n 1 997 I M Slate “legal domICfle PA Summary L 1 Briefly describe the organization's ITIISSIOD or most Significant actIVities _________________________________________ __ U0 3‘9. IBEBEASL E111LANLULRQPJL _I_I\1 JL‘dE _9 1311159- .SLI‘BLI‘JS_S_- ______________________________________ __ 2'2 5 _____________________________________________________________________________________ __ 0 E 1:: g _ - _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ . _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ . _ _ _ . _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ -— 8 2 Check this box p B if the organization discontinued its operations or disposed of mere than 25% of its assets :25 .5 3 Number of voting members of the governing body (Part VI, line 1a) I I I I I I I I I I I I I I I I I I I I I I I I 3 6 co 3 4 Number of independent voting members of the governing body (Part VI, line 1b) I I I I I I I I I I I I I I I I I 4 4 M Q E 5 Tote! number or employees (Pew. i-ne 2a) . s 37 E? 2 6 Total numberofvolunteers(estimateifnecessary) I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I 6 73 Total gross unrelated busmess revenue from Part VIII, line 12, column (C) I I I I I I I I I I I I I I I I I I I I 7a b Net unrelated busmess taxable income from Form 990-T, line 34 . 7b Prior Year Current Year on C) o 8 c Contribution andgrants(PaitV|II,line1h) I I I I I I I I I I I I I I I I I I I I I I I I I I 670,073,512. 533,086, 681. (\l g 9 Program serVice revenue (Part VIII, line 29) I I I I I I I I I I I I I I I I I I I I I I I I I I NONE on E 10 Investment income (Part VIII, column (A), lines 3,4, and 7d)I I I I I I I I I I I I I I I I I I 58, 164, 877. —8 3, 614, 790. e 1 1 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)I I I I I I I I I I I I I NONE (.2 12 Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12) _ _ _ , _ , , , 7 28 , 238,38 9, 4 4 9, 4 7 1 , 8 9 1. LL! 0 13 Grants and Similar amounts paid (Part IX, column (A), lines 1-3) I I I I I I I I I I I I I I I I 432, 364, 396, 383, 161, 792. 14 Benefits paid to or for members (Part IX. column (A), line 4) I I I I I I I I I I I I I I I I I I NONE Q 3 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10)I I I I I I I I 3, 57 8 , 27 9 , 4 , 0 22, 9 7 9 _ [LE g 16a Professional fundraising fees (Part IX, column (A), line 1 I I NONE 2% 2- b Total fundraismg expenses, Part IX, column (D), line 25) p _ EVED____I ' i I“ 17 Other expenses (Part IX, column (A), lines11a-11d, © 11f- 4f) I I I I I I I I I I I I I I OI 3, 702, 188, 2, 260, 674. @723 18 Totalexpenses Add imes13-17(mustequaiPanix,com?w(A),ime25) I I _ _ I I 439,644,863, 389,445,445. 19 Revenueless expenses Subtractline18fromline12. .1. 288, 593, 526. 60,026,446. Bfi UJ 2 Beginning of Year End of Year 5 — 53:: 2° Tola' assetslpanx- “0916). .. .. .. ... 871. 314, 899.1.788, 906, 402. <‘”«'3 21 Totalliabilities(PartX,line26) ............ u . 19 L 411,406. 12,787,793. if 22 Netassetsorfund balances Subtractline21fromline20. ,851,903,493. 1,776,118, 609. m Signature Block Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief. it is tme, correct, and complete Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge Sign ’ W ' Clnva/I I \i-is—goo‘l Here sigrtfu? of officer L/ ‘ Date ~31mm L. Conny CPD I “(rem/er TyM print name and title I , Date Check ii Pre arei‘s identi n number PIIIIII PrepaIrers > II m m M seli— (seginstmctions)fy' g Propamf; Slgna ure ' [I Y i emplmd > I: I,“ my fi';g‘,',§e',‘:gl‘° a?“ PRI CEWATERHOUS ECOOPERS LLP I EIN > 1 3—4 0 0 8 324 address-enzyZ' +4 2001 MARKET ST, SUITE 1700 PHILADELPHIA PA 19103 Phone "0 P 267—330—3000 May the IRS discuss this return With the preparer shown above? (See instructions) _ . , _ . _ , . , . , , , , , . , Yes Ix I No For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2003) JSA 8E101D 2 000 1867414 1467 V08-8.1 94V Form 990 (2008) 23-2888152 Page2 Statement of Program Service Accomplishments (see instructions) 1 Briefly describe the organization's missmn SEE STATEMENT 1 2 Did the organization undertake any Significant program serVIces during the year which were not listed on the prior Form 990 or 990-EZ? . DYes [II No If "Yes" describe these new serwces on Schedule 0. 3 Did the organization cease conducting, or make Significant changes In how it conducts. any program seW'CES? . D Yes E No If "Yes," describe these changes on Schedule 0. 4 Describe the exempt purpose achievements for each of the organization's three largest program services by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are requ1red to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program serVice reported. 4a (Code ) (Expenses 5 387,047l242. including grants of $ 383,161l792. ) (Revenue $ ) SEE STATEMENT 2 4b (Code ) (Expenses 5 Including grants of $ ) (Revenue $ ) 4c (Code ) (Expenses $ Including grants of $ ) (Revenue $ ) 4d Other program sewices (Describe in Schedule 0 ) (Expenses $ including grants of $ ) (Revenue $ ) 49 Total program service expenses > $ 38 7 , o 4 7 , 24 2_ (Must equal Part ix, Llne 25, column (B) ) $3020 1 000 Form 990 (2008) 18674H 1467 V08—8.1 Form 990 (2008) 23—2888152 Page3 Part IV Checklist of Required Schedules Yes No 1 Is the organization described In section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes, " complete Schedule A . 1 x 2 Is the organization required to complete Schedule B, Schedule of Contributors? I I I I I I I I I I I I I I I I I I I 2 x 3 Did the organization engage In direct or indirect political campaign activmes on behalf of or in opposmon to candidates for public office? If "Yes,"complete Schedule C, Partl I I I I I I I I I I I I I I I I I I I I I I I I I I I 3 x 4 Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If "Yes,"complete SChedu’e Cr Pa” ” . 4 X 5 Sections 501(c)(4), 501(c)(5), and 501(c)(6) organizations.