AEGIS FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
AEGIS FOUNDATION INC (EIN 26-4187654)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-14
IRS object ID
202401359349103045
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-14T10:10:48-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN264187654EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AEGIS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAEGIBusinessNameControlTxt
Phone2015082668PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 MEADOWLANDS PLAZA 5TH FLOORAddressLine1Txt
CityEAST RUTHERFORDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07073ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAlison GellerPersonNm
Person TitleVice PresidentPersonTitleTxt
Signature2024-05-14SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAlisonPersonFirstNm
Person LastGellerPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$33,910FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$35,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$35,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,184ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,184ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,184TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$19,184TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,816ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,094CashBOYAmt
Cash EOY$33,910CashEOYAmt
Cash EOYFMV$33,910CashEOYFMVAmt
Total Assets BOY$18,094TotalAssetsBOYAmt
Total Assets EOY$33,910TotalAssetsEOYAmt
Total Assets EOYFMV$33,910TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Additional Paid In Capital BOY$18,094AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$33,910AdditionalPaidInCapitalEOYAmt
Tot Net Ast Or Fund Balances BOY$18,094TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$33,910TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$18,094TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$33,910TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$18,094TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,816ExcessRevenueOverExpensesAmt
Subtotal$33,910SubtotalAmt
Tot Net Ast Or Fund Balances EOY$33,910TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Regina SalogiannisBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2015082668PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 MEADOWLANDS PLAZA 5TH FLOORAddressLine1Txt
CityEAST RUTHERFORDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07073ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Jeffrey Schupack
1 Meadowlands PlazaEast RutherfordNJ07073President0.00$0
Alison Geller
1 Meadowlands PlazaEast RutherfordNJ07073Vice President0.00$0
Regina Salogiannis
1 Meadowlands PlazaEast RutherfordNJ07073Treasurer0.00$0
Melinda de la Pena
1 Meadowlands PlazaEast RutherfordNJ07073Secretary0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,139AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,139TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$21,139AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$317CashDeemedCharitableAmt
Net Vl Noncharitable Assets$20,822NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,041MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,041MinimumInvestmentReturnAmt
Distributable Before Adj$1,041DistributableBeforeAdjAmt
Distributable Before Ded$1,041DistributableBeforeDedAmt
Distributable As Adjusted$1,041DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,184ExpensesAndContributionsAmt
Qualifying Distributions$19,184QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,041DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$16,640ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$31,139ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$10,788ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$16,424ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$23,210ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$98,201TotalExcessDistributionCyovAmt
Qualifying Distributions$19,184QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,041AppliedToCurrentYearAmt
Remaining Distri From Corpus$18,143RemainingDistriFromCorpusAmt
Total Corpus$116,344TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$16,640ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$99,704ExcessDistriCyovToNextYrAmt
Excess From Year4$31,139ExcessFromYear4Amt
Excess From Year3$10,788ExcessFromYear3Amt
Excess From Year2$16,424ExcessFromYear2Amt
Excess From Year1$23,210ExcessFromYear1Amt
Excess From Current Year$18,143ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonAEGIS Foundation IncRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11 Meadowlands PlazaAddressLine1Txt
CityEast RutherfordCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07073ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2015082668RecipientPhoneNum
Form And Info And MaterialsAEGIS employees may request matching contributions fromthe Foundation to 501 (c) charities by including withtheir contribution to the grantee the completed AEGISMatching Gift Program form.FormAndInfoAndMaterialsTxt
Submission DeadlinesReasonable TimeframeSubmissionDeadlinesTxt
Restrictions On AwardsDonations of $25 or more, made by eligible AEGISemployees, will be matched dollar-for-dollar by the AEGISFoundation up to a combined total of $1,000 per donor inany one calendar year. Total per year maximum donor amountof $1,000 increased from $500 in 2016.The AEGIS Foundation Matching Gift Program will not matchemployee contributions for the following:BequestsGifts of non-employee spouses of eligible donorInsurance premiumsPayments in lieu of tuitionAmounts payable as subscription fees to publicationsDues or gifts payable to national or local groups that arenot distributed to theaffiliated institutionsPayments to satisfy any legal obligationsGifts to organizations where admission or participation isrestricted because ofrace or creedGifts intended to fulfill pledges, tithes or otherreligion-related financialcommitmentsRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Franklin Food Bank
224 Churchill AveSomersetNJ08873PCEmployee Match$200
American Heart Association
7272 Greenville AveDallasTX75231PCEmployee Match$52
ASPCA
424 East 92nd StreetNew YorkNY10128PCEmployee Match$540
City Harvest
6 East 32nd Street Fl 4New YorkNY10016PCEmployee Match$500
The Salvation Army
440 West Nyack RoadWest NyackNY10994PCEmployee Match$100
American Red Cross
PO Box 37295WashingtonDC20013PCEmployee Match$500
Hoboken Public Education Foundation
524 Park AvenueHobokenNJ07030PCEmployee Match$208
Humane Animal Rescue
6926 Hamilton AvenuePittsburghPA15208PCEmployee Match$725
Mid Hudson Animal Aid
54 Simmons LaneBeaconNY12508PCEmployee Match$1,000
Archdiocese of Newark
171 Clifton AvenueNewarkNJ07104PCEmployee Match$1,000
StJude Children's Research Hospital
501 StJude PlaceMemphisTN38105PCEmployee Match$4,262
StJoseph's Home for the Elderly
140 Shepherd LaneTotowaNJ07512PCEmployee Match$100
GlobalGiving
1 Thomas Cir NW Suite 800WashingtonDC20005PCEmployee Match$500
Trustees Of Westminster SchoolInc
995 Hopmeadow StreetSimsburyCT06070PCEmployee Match$103
Marc Lustgarten Pancreatic Cancer F
415 Crossways Park Drive Suite DWoodburyNY11797PCEmployee Match$50
Families Behind the Badge Children'
555 E North Lane Suite 6060ConshohockenPA19428PCEmployee Match$100
Ronald McDonald House of Central an
145 Somerset StreetNew BrunswickNJ08901PCEmployee Match$2,916
NAMI National
4301 Wilson BlvdArlingtonVA22203PCEmployee Match$925
Meals on Wheels America
1550 Crystal Drive 1004ArlingtonVA22202PCEmployee Match$2,145
The Humane Society Of the United St
1255 23rd ST NW Ste 450WashingtonDC20037PCEmployee Match$664
Montclair State University Foundati
1 Normal AveMontclairNJ07043PCEmployee Match$250
Parent Project Muscular Dystrophy
1012 14th St NW Suite 500WashingtonDC20005PCEmployee Match$100
Holy Child School at Rosemont
1344 Montgomery AveRosemontPA19010NCEmployee Match$1,000
Physicians Committee for Responsibl
5100 Wisconsin Ave NW Suite 400WashingtonDC20016PCEmployee Match$100
Thirst Project
5478 Wilshire Blvd 400Los AngelesCA90036PCEmployee Match$1,044
The Seeing Eye Inc
1 Seeing Eye WayMorristownNJ07960PCEmployee Match$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,184TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Stephen Siller Tunnel to Towers Fdn
2361 Hylan BoulevardState IslandNY10306PCEmployee Match$250
Orphans in Need USA
11501 Dublin Blvd Ste 200DublinCA94568PCEmployee Match$974
Rapha Clinic of West Georgia
253 Hwy 78TempleGA30179PCEmployee Match$500
The Humane Society Of the United St
1255 23rd ST NW Ste 450WashingtonDC20037PCEmployee Match$1,120
Meals on Wheels America
1550 Crystal Drive Ste 1004ArlingtonVA22202PCEmployee Match$5,029
Camp Fatima of New Jersey
PO Box 654HarrisonNJ07029PCEmployee Match$1,990
Wounded Warrior Project
4899 Belfort Road Suite 300JacksonvilleFL32256PCEmployee Match$402
Community Foundation of North Louis
401 Edwards St Suite 105ShreveportLA71101PCEmployee Match$1,000
City Harvest
6 East 32nd Street Fl 4New YorkNY10016PCEmployee Match$1,000
American Lung Association
55 W Wacker Drive Suite 1150ChicagoIL60601PCEmployee Match$25
Oratory Prep School
425 Morris AveSummitNJ07901PCEmployee Match$1,000
Help Hope Live Inc
Two Radnor Corporate CenterSte 100RadnorPA19087PCEmployee Match$1,000
Your Grandmother's Cupboard
173A Rt 37 WestToms RiverNJ08755PCEmployee Match$2,696
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$16,986TotalGrantOrContriApprvFutAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonAegis Insurance Services IncContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11 Meadowlands Plaza 5th FloorAddressLine1Txt
CityEast RutherfordCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07073ZIPCd
FieldValueIRS element (for citing)
Total Contributions$35,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.