2021-11-15T17:48:20-06:00 2020-12-31 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2020-01-01 822958346 NATIONAL CHARITABLE ENDOWMENT INC NATI 2032029446 23 OLD KINGS HIGHWAY SOUTH FLOOR 2 DARIEN CT 06820 DOMINIC NAPOLITANO PRESIDENT 2032029446 2021-11-15 1 DOMINIC NAPOLITANO XXX-XX-XXXX GARRETT M HIGGINS P00543209 9143818900 2021-11-15 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DOMINIC NAPOLITANO 23 OLD KINGS HIGHWAY SOUTH FLOOR 2 DARIEN CT 06820 21517643 0 X WWW.NATIONALCHARITABLE.ORG X 2017 CT NATIONAL CHARITABLE ENDOWMENT'S MISSION IS TO SERVE AND SUPPORT OTHERS THROUGH ITS ROLE AS AN INDEPENDENT SPONSOR OF DONOR ADVISED FUNDS BY PROVIDING AN EASY, EFFECTIVE, AND LOW COST SOLUTION FOR ESTABLISHING GIVING PROGRAMS TO QUALIFIED CHARITABLE ORGANIZATIONS THROUGHOUT THE UNITED STATES OF AMERICA. 8 8 0 10 641095 613764 13284722 15004188 0 0 1179097 938278 0 0 14463819 15942466 397850 2104080 0 0 0 4041 42000 12000 12000 194603 530165 634453 2650286 13829366 13292180 28643311 39056625 25000 125000 28618311 38931625 X NATIONAL CHARITABLE ENDOWMENT'S MISSION IS TO SERVE AND SUPPORT OTHERS THROUGH ITS ROLE AS AN INDEPENDENT SPONSOR OF DONOR ADVISED FUNDS BY PROVIDING AN EASY, FLEXIBLE, AND COST EFFECTIVE SOLUTION FOR ESTABLISHING GIVING PROGRAMS TO QUALIFIED CHARITABLE ORGANIZATIONS THROUGHOUT THE UNITED STATES OF AMERICA. 0 0 2104080 2104080 NATIONAL CHARITABLE ENDOWMENT MAKES GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS THROUGHOUT THE UNITED STATES OF AMERICA. 2104080 1 1 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 FL X DOMINIC NAPOLITANO 2032029446 23 OLD KINGS HIGHWAY SOUTH FLOOR 2 DARIEN CT 06820 X DOMINIC NAPOLITANO PRESIDENT 8.00 X X 0 0 0 FRANK NAPOLITANO SECRETARY 1.00 X X 0 0 0 MICHAEL DOLAN DIRECTOR 0.50 X 0 0 0 SAMUEL HALPERT DIRECTOR 0.50 X 0 0 0 GINA LAVERSA DIRECTOR 0.50 X 0 0 0 KEVIN MCDONALD DIRECTOR 0.50 X 0 0 0 JASON M TAYLOR DIRECTOR 0.50 X 0 0 0 DAVID UPSON DIRECTOR 0.50 X 0 0 0 0 0 0 0 0 0 0 0 15004188 11415555 15004188 995439 641095 354344 5518016 5575177 -57161 -57161 -57161 15942466 0 641095 297183 2104080 2104080 4041 4041 2125 2125 38630 38630 12000 12000 70000 70000 19580 19580 8328 8328 UBI TAX EXPENSE 391502 391502 2650286 2104080 534206 12000 45017 116065 752289 3031096 3301 0 3285 3285 7234602 17487433 20604817 18418746 28643311 39056625 25000 125000 25000 125000 X 28618311 38931625 28618311 38931625 28643311 39056625 X 13292180 -3353364 374498 0 X X 0 1 X 0 0 X 14457801 13284722 15004188 42746711 14457801 13284722 15004188 42746711 29909561 12837150 58717 191759 354344 604820 6544 6544 43358075 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ADMINISTRATION FEES - 2018 AMOUNT: $ 6,544. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50 15004188 2104080 38903931 1 1 0 ALTERNATIVE INVESTMENTS 18418746 F 18418746 X 12519102 -3353364 -3353364 15872466 70000 70000 15942466 2580286 0 2580286 70000 70000 2650286 PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS SINCE ITS INCEPTION IN 2017. 1 AIDS UNITED 1101 14TH STREET NW NO 300 WASHINGTON DC 20005 521706646 501(C)(3) 7500 GENERAL CHARITABLE USE ALLEN-STEVENSON SCHOOL 132 EAST 78TH STREET NEW YORK NY 10075 131623878 501(C)(3) 15000 GENERAL CHARITABLE USE AMHERST COLLEGE PO BOX 5000 CONTROLLERS OFFICE AMHERST MA 01002 042103542 501(C)(3) 60000 GENERAL CHARITABLE USE BABY2BABY 5830 WEST JEFFERSON BLVD SUITE 200 LOS ANGELES CA 90016 464503539 501(C)(3) 30000 GENERAL CHARITABLE USE BACKYARD SPORTS CARES INC 75 SOUTH BROADAY NO 453 WHITE PLAINS NY 10601 271501217 501(C)(3) 10000 GENERAL CHARITABLE USE BIRTHRIGHT ISRAEL FOUNDATION 33 EAST 33RD STREET 7TH FLOOR NEW YORK NY 10016 134092050 501(C)(3) 45000 GENERAL CHARITABLE USE CITY SQUASH INC PO BOX 619 FORDHAM STATION BRONX NY 10458 421535583 501(C)(3) 25000 GENERAL CHARITABLE USE COALITION FOR COLLEGE 5801 SOUTH ELLIS AVENUE CHICAGO IL 60637 473703555 501(C)(3) 50000 GENERAL CHARITABLE USE EARTHJUSTICE 50 CALIFORNIA STREET SUITE 500 SAN FRANCISCO CA 94111 941730465 501(C)(3) 25000 GENERAL CHARITABLE USE FIDELITY INVESTMENTS CHARITABLE GIFT FUND PO BOX 770001 CINCINATTI OH 452770001 110303001 501(C)(3) 1492000 GENERAL CHARITABLE USE GAYLORD HOSPITAL INC PO BOX 400 GAYLORD FARM ROAD WALLINGFORD CT 06492 060646649 501(C)(3) 60000 TECHNOLOGY & PATIENT & FAMILY EXPERIENCE FUNDS MUSEUM OF THE CITY OF NEW YORK 1220 FIFTH AVENUE NEW YORK NY 10029 131624098 501(C)(3) 20000 GENERAL CHARITABLE USE NIGHTINGALE-BAMFORD SCHOOL 20 EAST 92ND STREET NEW YORK NY 10128 131106710 501(C)(3) 8000 GENERAL CHARITABLE USE PINKALOO CHARITABLE INC 301 WEST 29TH STREET SUITE 2003 BALTIMORE MD 21211 842106872 501(C)(3) 17500 GENERAL CHARITABLE USE SANTA BARBARA MUSEUM OF NATURAL HISTORY 2559 PUESTA DEL SOL SANTA BARBARA CA 931052936 951643378 501(C)(3) 10000 GENERAL CHARITABLE USE ST PAUL'S SCHOOL 325 PLEASANT STREET CONCORD NH 03301 020222227 501(C)(3) 50000 GENERAL CHARITABLE USE THE LIVING DESERT 47-900 PORTOLA AVENUE PALM DESERT CA 92260 953385354 501(C)(3) 10000 GENERAL CHARITABLE USE THIRD OPTION FOUNDATION 12007 SUNRISE VALLEY DRIVE NO 105 RESTON VA 201913479 464884866 501(C)(3) 20000 GENERAL CHARITABLE USE 18 0 PART I, LINE 2: DONORS RECOMMEND GRANTS ON THE DONOR PORTAL. WHEN DOING SO, THEY ATTEST TO THE FACT THAT THE GRANT SUGGESTION MUST RECEIVE APPROVAL AND FURTHER ACKNOWLEDGE THAT, IN ACCORDANCE WITH IRS REGULATIONS, THE RECOMMENDATION DOES NOT REPRESENT THE PAYMENT OF ANY PERSONAL PLEDGE OR OTHER FINANCIAL OBLIGATION. FURTHER, THEY ATTEST THAT NO GOODS OR SERVICES OR NON-TAX-DEDUCTIBLE BENEFITS WILL BE RECEIVED BY PAYMENT OF THIS GRANT. IN ADDITION, NCE DILIGENCES ALL GRANTS AND FOR GRANTS GREATER THAN $20,000 (AND OFTEN ALSO FOR SMALLER AMOUNTS) WE FURTHER CONFIRM THE USE OF FUNDS AND TAX DEDUCTIBILITY OF THE GRANT WITH THE CHARITY. NCE RAISED FUNDS FOR A COVID DEDICATED FUND. FUNDS WERE USED TO SUPPORT THE PROGRAM ONE MILLION MASKS (COVID-19 CRISIS, 1M MASKS TO NYC HEALTHCARE WORKERS). IN ADDITION, ONE OF OUR DONORS MADE A GRANT TO THE SAME ORGANIZATION. THE ORGANIZATION PROVIDED FOLLOW UP DETAILS TO SHOW HOW FUNDS WERE USED TO ACHIEVE THIS PURPOSE. WE ALSO SAW AN UPTICK IN GRANTS MADE TO LOCAL FOOD BANKS AND SIMILAR ORGANIZATIONS BY DONORS LOOKING TO SUPPORT THEIR COMMUNITIES THROUGHOUT THE PANDEMIC. X 29 9871809 AVG. SELLING PRICE X 1 1543746 APPRAISAL 1 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 2 DOMINIC NAPOLITANO AND FRANK NAPOLITANO HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE BOARD FOR APPROVAL. ONCE THE BOARD HAS APPROVED THE RETURN IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ANY DIRECTOR, PRINCIPAL, OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXCERISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF TOP MANAGEMENT OFFICIAL AND KEY EMPLOYEES: THE FOUNDATION DOES NOT HAVE POLICIES REGARDING COMPENSATION AS IT HAS NO EMPLOYEES. IF IT DID, IT WOULD FOLLOW THE PROCEDURES AS SET BY THE IRS FOR ESTABLISHING REASONABLE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT 23 OLD KINGS HIGHWAY SOUTH, FLOOR 2, DARIEN, CT 06820 OR BY CALLING THE ORGANIZATION DIRECTLY AT 203-202-9446. FORM 990, PART XII, LINE 2C: THE FULL BOARD OF THE ORGANIZATION ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART XI, LINE 8: THE NET ASSETS FOR 12/31/2019 WERE RESTATED. THEY HAVE INCREASED DUE TO AN INCREASE IN UNREALIZED GAINS AND AN INCREASE IN THE FAIR VALUE OF SOUNDPOINT MANAGEMENT CAPITAL'S INVESTMENT. THIS RESTATEMENT RESULTED IN A PRIOR PERIOD ADJUSTMENT OF $374,498.