TEP Foundation Financials

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Per IRS regulations, tax-exempt organizations must disclose the last three years’ worth of tax filings and supporting documentation. The disclosure requirement is satisfied by posting the organization’s IRS Form 990s and related documents on its website.

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• 2019 Tax Return (Form 990-EZ)

• 2020 Tax Return (Form 990-EZ)

• 2021 Tax Return (Form 990-EZ)

• 2022 Tax Return (Form 990-N)

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Annual Reports 

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• 2022 Y-E Breakdown (Submitted by Treasurer Murray N. Greenberg, CPA)

• 2022 P&L (Submitted by Treasurer Murray N. Greenberg, CPA) 

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TEP Foundation Governance

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The TEP Foundation, Inc. periodically updates their bylaws and adopts new policies in compliance with all State and Federal Rules & Regulations. These documents are disclosed for transparent operating procedures.

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The TEP Foundation Bylaws:

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• The TEP Foundation By-Laws (Revised April,2023)

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The TEP Foundation Policies:

• Gift Acceptance Policy (Adopted 4/19/'23)

• Gift Recognition Policy (Adopted 4/19/'23)

• Restricted Funds Policy (Modified 11/14/'23)

• Grant Request Policy (Adopted 6/14/'23)

• Conflict of Interest Policy (Drafted 10/22/'23)

• Whistleblower Policy (Drafted 10/22/'23)

• Endowment Policy (Drafted 12/10/'23)

• Investment & Spending Policy (Drafted 12/10/'23)

• Endowment Distribution & Administrative Fee Policy (Adopted 3/29/'24)

 

All financial or governance related questions please send an email to President@thetepfoundation.org