AEC Trust

EIN 366725987

Lake Success, NY 11042 |(800) 839-1754

Total Given 2018–2024
$38.0M
789 grants · $5.4M avg/year
based on 7 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$10K
typical small grants · $10K–$25K
grant size
46%
supporter · 176/382 multi-year
repeat
$46.1M
Assets (2024)
382
Distinct Recipients

About

As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $24,111,119. This amount represents 25% or more of the Foundation's net assets of $62,135,860 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.

Focus Areas

Education Health Arts & Culture Environment Human Services

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Contact Person CIBS National TR Co Whit Mansfield
Phone (800) 839-1754
Deadlines See www.fsrequests.com/aec
How to Apply See www.fsrequests.com/aec
Restrictions See www.fsrequests.com/aec

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2018 $1.7M $36.0M $4.2M 84
2019 N/A $43.4M $1.4M N/A
2020 $2.8M $48.8M $3.8M 143
2021 $2.8M $55.8M $5.4M 132
2022 $2.8M $42.6M $5.3M 137
2023 $3.7M $62.1M $21.3M 151
2024 $24.1M $46.1M $12.9M 142

Grant Size Distribution

Based on 789 grants on record

Minimum
$5K
25th Pctl
$10K
Median
$10K
Average
$48K
75th Pctl
$25K
Maximum
$16.0M

Geographic Distribution


Texas Counties Served

0.6% of US grants · Rank #11 of 25 states $105K across 5 grants 3 of 254 counties

Top 3 counties

  1. 1 Galveston 2 grants · $50K
  2. 2 Travis 2 grants · $30K
  3. 3 Jefferson 1 grant · $25K

Officers & Directors

Grants Awarded (789 total)

Purpose
The Homestead Foundation Inc Atlanta, GA $16,039,759 expenditure responsibility grant 2024
Wagmore Foundation Inc Portland, OR $4,131,710 expenditure responsibility grant 2024
Resource Central Boulder, CO $300,000 Capital Improvements Fund to Build A Nationwide Model for reuse 2021
National Center for Civil and Human Rights Inc Atlanta, GA $250,000 Building the Vision: National Center for Civil and Human Rights Expansion for capital program 2023
Dance Alive Inc Gainesville, FL $250,000 Capital Campaign 2024
National Center for Civil and Human Rights Inc Atlanta, GA $250,000 Building the Vision: National Center for Civil and Human Rights Expansion for Capital and Program 2024
National Center for Civil and Human Rights Inc Atlanta, GA $250,000 Building the Vision: National Center for Civil and Human Rights Expansion for Capital and Program 2022
University of Florida Foundation Inc - Samuel P H Gainesville, FL $150,000 Harn General Program to support exhibitions, educational programs, publications, and staff 2018
University of Florida Foundation Inc - Samuel P H Gainesville, FL $150,000 Harn Museum of Art fund 2020
University of Florida Foundation Inc - Samuel P H Gainesville, FL $150,000 Harn Museum of Art General Operating Support 2021
Valley Land Fund Incorporated Amherst, MA $150,000 Valley Conservation Cemetery 2021
Dance Alive Inc Gainesville, FL $150,000 Capital Campaign 2023
Florida Rising Together Inc Miami, FL $150,000 General & Unrestricted 2023
Mass General Brigham Incorporated Somerville, MA $150,000 Transforming Emergency Care: Campaign for the Cooley Dickinson hospital emergency department 2023
University of Florida Foundation Inc - Samuel P H Gainesville, FL $150,000 Harn Museum of Art General Operating Support 2023
Mass General Brigham Incorporated Somerville, MA $150,000 Transforming Emergency Care: Campaign for the Cooley Dickinson Hospital Emergency Department 2024
University of Florida Gainesville, FL $150,000 Harn Museum of Art General Operating Support 2024
University of Florida Foundation Inc - Samuel P H Gainesville, FL $150,000 Harn Museum of Art General Operating Support 2022
Valley Land Fund Incorporated Amherst, MA $125,000 General & Unrestricted 2021
Fernbank Inc Atlanta, GA $100,000 Pioneering the Nature Generation Initiative 2018
Kestrel Land Trust Amherst, MA $100,000 Valley Land Conservation Fund to create a business plan and additional seed funding to purchase land for a... 2020
Audubon Society of Rhode Island Smithfield, RI $100,000 Bird Initiative 2021
Stoneleigh-Burnham School Greenfield, MA $100,000 Critical campus safety improvements fund 2021
University of Florida Foundation Inc Gainesville, FL $100,000 Florida Museum of Natural History Expansion Project, Building and Renovation Fund 2021
Audubon Society of Rhode Island Smithfield, RI $100,000 Nature Based Learning and Habitat fund 2023