ADVISORS CHARITABLE GIFT FUND INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ADVISORS CHARITABLE GIFT FUND INC (EIN 01-0782573)
Tax period
2024-11-01 to 2025-10-31
Filed
2026-09-13
IRS object ID
202602569349300060
Schema version
2024v5.5
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)
Return2026-09-13T12:45:46-05:00ReturnTs
Tax Period End2025-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010523282PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Berry Dunn McNeil & Parker LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12211 Congress StAddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010782573EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Advisors Charitable Gift FundBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlADVIBusinessNameControlTxt
Phone8772216099PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 District AveAddressLine1Txt
CityBurlingtonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01803ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKenneth GY GrantPersonNm
Person TitleChairPersonTitleTxt
Phone7819705077PhoneNum
Signature2026-09-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMelissa Magoon CPAPreparerPersonNm
PTINP01712842PTIN
Phone2077752387PhoneNum
Preparation2026-09-11PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerKenneth GY GrantPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 District AveAddressLine1Txt
CityBurlingtonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01803ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,289,423GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addressacgfund.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTo promote charitable giving.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers4TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,223,357PYContributionsGrantsAmt
CY Contributions Grants$2,199,095CYContributionsGrantsAmt
PY Program Service Revenue$178,951PYProgramServiceRevenueAmt
CY Program Service Revenue$181,351CYProgramServiceRevenueAmt
PY Investment Income$1,135,422PYInvestmentIncomeAmt
CY Investment Income$2,923,702CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,537,730PYTotalRevenueAmt
CY Total Revenue$5,304,148CYTotalRevenueAmt
PY Grants And Similar Paid$3,315,049PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$6,528,526CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$12,500PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$16,500CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$322,970PYOtherExpensesAmt
CY Other Expenses$367,896CYOtherExpensesAmt
PY Total Expenses$3,650,519PYTotalExpensesAmt
CY Total Expenses$6,912,922CYTotalExpensesAmt
PY Revenues Less Expenses-$112,789PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,608,774CYRevenuesLessExpensesAmt
Total Assets BOY$27,413,364TotalAssetsBOYAmt
Total Assets EOY$27,017,958TotalAssetsEOYAmt
Total Liabilities BOY$18,222TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,387TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$27,395,142NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$27,012,571NetAssetsOrFundBalancesEOYAmt
MissionTo promote charitable giving.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$6,528,526ExpenseAmt
Grant$6,528,526GrantAmt
Revenue$181,351RevenueAmt
DescThe fund made grants to 581 charitable organizations in the areas of education, culture, religion, social services and overcoming poverty.Desc
Total Program Service Expenses$6,528,526TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Arvind KesireddyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8772216099PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11500 District AveAddressLine1Txt
CityBurlingtonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01803ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
David A St Yves
Treasurer1.00Yes (X)Yes (X)$3,500$0$0
Joseph Gibbons
Director1.00Yes (X)$3,500$0$0
Mark O'Connell
Director1.00Yes (X)$3,000$0$0
Ronald D Dean
Vice Chair1.00Yes (X)Yes (X)$2,500$0$0
Dr Diane Cooksey Kessler
Past Director1.00Yes (X)$2,500$0$0
Kenneth GY Grant
Chair1.00Yes (X)Yes (X)$0$0$0
Christopher Hulse
Director1.00Yes (X)$0$0$0
William Hogan Jr
Director1.00Yes (X)$0$0$0
Thomas Forese Jr
President1.00Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$15,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Northeast Retirement Services LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line112 Gill Street Suite 2600AddressLine1Txt
CityWoburnCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01801ZIPCd
FieldValueIRS element (for citing)
ServicesDonor AccountingServicesDesc
Compensation$122,697CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,199,095AllOtherContributionsAmt
Noncash Contributions$1,402,993NoncashContributionsAmt
Total Contributions$2,199,095TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescAdministrative FeesDesc
Business900099BusinessCd
Total Revenue Column$181,351TotalRevenueColumnAmt
Related Or Exempt Func Income$181,351RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$181,351TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,128,552TotalRevenueColumnAmt
Exclusion$1,128,552ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,780,425SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,985,275SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,795,150SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,795,150TotalRevenueColumnAmt
Exclusion$1,795,150ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,304,148TotalRevenueColumnAmt
Related Or Exempt Func Income$181,351RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,923,702ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$6,528,526TotalAmt
Program Services$6,528,526ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$16,500TotalAmt
Management And General$16,500ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$150,550TotalAmt
Management And General$150,550ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$19,389TotalAmt
Management And General$19,389ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$5,011TotalAmt
Management And General$5,011ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$96TotalAmt
Management And General$96ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,950TotalAmt
Management And General$2,950ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,121TotalAmt
Management And General$10,121ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
Participant Fees$179,248$179,248
Other Expenses$531$531

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,912,922TotalAmt
Program Services$6,528,526ProgramServicesAmt
Management And General$384,396ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$357BOYAmt
EOY$50,242EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$8,657BOYAmt
EOY$7,109EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$27,404,350BOYAmt
EOY$26,960,607EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$27,413,364BOYAmt
EOY$27,017,958EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$18,222BOYAmt
EOY$5,387EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,222BOYAmt
EOY$5,387EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$27,395,142BOYAmt
EOY$27,012,571EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$27,395,142BOYAmt
EOY$27,012,571EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$27,413,364BOYAmt
EOY$27,017,958EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,608,774ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,226,203NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,639,634CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,865,610CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,527,137CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,223,357CurrentTaxYearMinus1YearAmt
Current Tax Year$2,199,095CurrentTaxYearAmt
Total$15,454,833TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,639,634CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,865,610CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,527,137CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,223,357CurrentTaxYearMinus1YearAmt
Current Tax Year$2,199,095CurrentTaxYearAmt
Total$15,454,833TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,613,661SubstantialContributorsTotAmt
Public Support Total170$12,841,172PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$911,264CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,337,322CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,573,886CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$592,115CurrentTaxYearMinus1YearAmt
Current Tax Year$1,128,552CurrentTaxYearAmt
Total$5,543,139TotalAmt
FieldValueIRS element (for citing)
Total Support$20,997,972TotalSupportAmt
Gross Receipts Rltd Activities$999,915GrossReceiptsRltdActivitiesAmt
Public Support CY1700.61150PublicSupportCY170Pct
Public Support PY1700.64230PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held191DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$2,199,095DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$6,528,526DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$26,960,607DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$6,345,075TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,226,203NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,226,203RevenueNotReportedAmt
Revenue Subtotal$5,118,872RevenueSubtotalAmt
Investment Expenses Not Incld$185,276InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$185,276RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,304,148TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,727,646TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$6,727,646ExpensesSubtotalAmt
Investment Expenses Not Incld2$185,276InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$185,276ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$6,912,922TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (133 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
Allegro Organizational Solutions Inc
5535 MEMORIAL DRHoustonTX770078021261197590501(c)(3)$8,000$0General Support
Alzheimers Disease and Related Disorders Association Inc
225 N Michigan Ave Fl 17ChicagoIL60601133039601501(c)(3)$17,250$0General Support
American Diabetes Association
PO Box 7023ATTN New EnglandMerrifieldVA22116131623888501(c)(3)$7,000$0General Support
American Red Cross
431 18th St NWWashingtonDC20006530196605501(c)(3)$12,250$0General Support
Animal Legal Defense Fund
2108 N ST STE 11741SacramentoCA958165712843412894501(c)(3)$25,000$0General Support
Anti Defamation League Foundation
605 THIRD AVENUENew YorkNY101580180132887439501(c)(3)$7,000$0General Support
Ash Lane United Methodist Church
1001 Ash LaneEulessTX76039751404408501(c)(3)$6,500$0General Support
Assurance For Life Inc
1517 NICHOLASVILLE RDLexingtonKY405031429311118102501(c)(3)$6,491$0General Support
Boston Lyric Opera Company
15 CHANNEL CENTER STREETBostonMA022103427042469627501(c)(3)$30,000$0General Support
Bowdoin College
4100 College StationBrunswickME04011010215213501(c)(3)$10,000$0General Support
Boys & Girls Clubs of the Rogue Valley
203 SE 9TH STGRANTS PASSOR97526930588108501(c)(3)$25,000$0General Support
Boys and Girls Club of the Coastside
PO BOX 545HALF MOON BAYCA940191904943193725501(c)(3)$10,000$0General Support
Boys and Girls Club of the Rogue Valley
203 SE 9th StGrants PassOR97526930666976501(c)(3)$10,000$0General Support
Brooklyn Friends School
375 PEARL STBrooklynNY112013706111630751501(c)(3)$100,000$0General Support
Bucks County Childrens Museum
500 Union Square DriveNEW HOPEPA18938030600738501(c)(3)$255,000$0General Support
Calvary Chapel Of Santee
10920 Summit AveSANTEECA92071330202691501(c)(3)$12,000$0General Support
Camp Friendship
339 8TH STBrooklynNY112153313510187589501(c)(3)$25,000$0General Support
Carson Hope Chapel Foursquare Church
129 E 223RD STCarsonCA907453801953794791501(c)(3)$10,000$0General Support
Catholic Foreign Mission Society of America Inc
PO Box 302MaryknollNY10545131740144501(c)(3)$16,903$0General Support
Center for Biological Diversity
PO Box 710TucsonAZ85702273943866501(c)(3)$20,000$0General Support
Center for Coastal Studies Inc
5 HOLWAY AVEProvincetownMA026571326042609788501(c)(3)$13,718$0General Support
Central Fund of Israel
461 CENTRAL AVECedarhurstNY115162008132992985501(c)(3)$50,000$0General Support
Chabad Of S Barbara
6047 STOW CANYON RDGoletaCA931171706770095044501(c)(3)$5,688$0General Support
Chabad Youth S Barbara
230 E Victoria StSanta BarbaraCA93101770200478501(c)(3)$10,000$0General Support
Childrens Brain Tumor Foundation Inc
1460 BroadwayNEW YORKNY10036133512123501(c)(3)$20,000$0General Support
Christian Chapel Assembly of God
2751 SALEM RDVirginia BchVA234561222541347526501(c)(3)$50,000$0General Support
Colorado Animal Rescue Express (CARE)
2801 E Harmony RdFort CollinsCO80528841550544501(c)(3)$60,000$0General Support
Congregation Bnai Torah Inc
700 MOUNT VERNON HWY NEAtlantaGA303284223581419696501(c)(3)$5,200$0General Support
Conscious Alliance
3801 INDUSTRIAL LNBroomfieldCO800201661270035894501(c)(3)$13,000$0General Support
Cool Branch Volunteer Rescue Squad Inc
PO BOX 54PenhookVA241370054541444513501(c)(3)$5,400$0General Support
Cor Jesu Academy
10230 Gravois RoadSt LouisMO63123430766243501(c)(3)$14,000$0General Support
Desert Cat Rescue & Sanctuary of Arizona - Dcrsa
6905 S STOCKTON MESA DRSaffordAZ855469397473983524501(c)(3)$30,000$0General Support
Doctors Without Borders USA
40 Rector St 16th FlNew YorkNY10006133433317501(c)(3)$5,750$0General Support
Donor Advised Charitable Giving
211 MAIN STREET CO S QUEISERTSan FranciscoCA941051905311640316501(c)(3)$23,827$0General Support
Doylestown Health Foundation
595 West State StreetDOYLESTOWNPA18901232368196501(c)(3)$50,000$0General Support
Emerywood Baptist Church
1300 Country Club DrHigh PointNC27262560744040501(c)(3)$8,000$0General Support
Epiphany School Inc
154 CENTRE STDorchesterMA021242311043391788501(c)(3)$7,000$0General Support
Fidelity Investments Charitable Gift Fund
245 SUMMER ST MZ NM43ABostonMA022101116110303001501(c)(3)$445,517$0General Support
Finca International Inc
1301 K ST NW STE 300WWashingtonDC200057043133240109501(c)(3)$6,000$0General Support
First Baptist Church of East Aurora
591 PORTERVILLE RDEAST AURORANY14052166001201501(c)(3)$9,400$0General Support
First United Methodist Church of Walnut Ridge
Po Box 66Walnut RidgeAR72476710285602501(c)(3)$12,000$0General Support
Foundation for the Marooned
7850 Amadeus DrIndianapolisIN46239863532729501(c)(3)$10,000$0General Support
Friends Of The Israel Defense Forces
60 EAST 42ND STREETNew YorkNY101650006133156445501(c)(3)$5,500$0General Support
Fulcrum Foundation
1685 S COLORADO BLVD UNIT S 358DenverCO802224000233081735501(c)(3)$21,161$0General Support
Germantown Academy
PO BOX 287FT WASHINGTONPA19034231352639501(c)(3)$5,250$0General Support
Geronimo Animal Rescue Team
362 S HILL STGlobeAZ855012229844143057501(c)(3)$120,000$0General Support
Gethsemane Lutheran Church
4040 WATONGA BLVDHoustonTX770925399741392581501(c)(3)$9,000$0General Support
Girl Scouts San Diego
1231 UPAS STSAN DIEGOCA92103951644585501(c)(3)$6,000$0General Support
Girls Who Code Inc
1250 BROADWAY FL 17New YorkNY100013749300728021501(c)(3)$50,000$0General Support
Glioblastoma Foundation Inc
2451 CROASDAILE FARM PKWY STE 109DurhamNC277051466812849764501(c)(3)$25,000$0General Support
Golden Retrievers in Need Rescue Service Inc
PO BOX 24365ClevelandOH441240365341712705501(c)(3)$20,000$0General Support
Goldman Sachs Philanthropy Fund
PO Box 0604AlbanyNY12201202168159501(c)(3)$153,270$0General Support
Granite United Way
22 Concord StreetMANCHESTERNH03101026006033501(c)(3)$7,000$0General Support
Gush Etzion Foundation
281 MASON TERRACE 1BrooklineMA024462776311558409501(c)(3)$8,000$0General Support
Hack Foundation
8605 SANTA MONICA BLVD PMB 86294W HOLLYWOODCA90069812908499501(c)(3)$10,000$0General Support
Hias Inc
1300 SPRING ST STE 500Silver SpringMD209103634874477821501(c)(3)$6,599$0General Support
Holy Nativity Convent Inc
70 CODMAN RDBrooklineMA024457555237002594501(c)(3)$9,937$0General Support
Holy Nativity Episcopal Private School of Bay County Inc
205 HAMILTON AVEPanama CityFL324013817721550162501(c)(3)$10,000$0General Support
Illinois Symphony Orchestra Inc
501 W ELLIOTT AVESpringfieldIL627023714371312674501(c)(3)$10,750$0General Support
Immaculate Heart Retreat Center
6910 S BEN BURR RDSpokaneWA992231819911434824501(c)(3)$21,161$0General Support
Iowa Public Radio
2111 GRAND AVE STE 100Des MoinesIA503125393204227123501(c)(3)$5,250$0General Support
Jeremiah Program
729 WASHINGTON AVE N STE 600MinneapolisMN554011118411801834501(c)(3)$50,000$0General Support
John Maxwell Leadership Foundation Inc
2050 Vista PkwyWest Palm BeachFL33411260487839501(c)(3)$100,000$0General Support
Josephine Community Library Foundation
PO BOX 1684GRANTS PASSOR97528943051415501(c)(3)$25,000$0General Support
Kentucky Humane Society
241 Steedly DriveLouisvilleKY40214610463938501(c)(3)$16,000$0General Support
King of Kings Lutheran Church
13765 Olive BlvdCHESTERFIELDMO63017237001218501(c)(3)$15,000$0General Support
LAKE FOREST CHURCH
8519 Gilead RdHUNTERSVILLENC28078562194433501(c)(3)$40,000$0General Support
Lake Sunapee Region VNA & Hospice
PO Box 2209NEW LONDONNH03257020438862501(c)(3)$7,000$0General Support
Lakes Life Care Center for Women
10359 65th St NForest LakeMN55025411423946501(c)(3)$13,000$0General Support
LANCASTER BAPTIST CHURCH
PO BOX 476LancasterMO635480476237400189501(c)(3)$38,000$0General Support
Lane of Roses
PO BOX 154LEXINGTONKY40588465483114501(c)(3)$6,175$0General Support
Leukemia & Lymphoma Society
Northeast Territory PO Box 22470New YorkNY10087135644916501(c)(3)$50,000$0General Support
Maslow Project
500 MONROE STMedfordOR975013522270734969501(c)(3)$9,805$0General Support
Monte Vista Presbyterian Church
3797 LYNN RDNewbury ParkCA913205342952579570501(c)(3)$15,000$0General Support
Morgan Stanley Global Impact Funding Trust Inc
C/O RENPSG 8910 PURDUE RD 500IndianapolisIN462680000527082731501(c)(3)$1,448,286$0General Support
Mutts in a Rut Rescue
PO BOX 111335ClevelandOH441117335470998077501(c)(3)$20,000$0General Support
Naperville Diamonds Softball Association
2863 95TH ST STE 143 PMB 307NapervilleIL605649006363923175501(c)(3)$15,000$0General Support
National Parks Conservation Association
777 6TH ST NW STE 700WashingtonDC200014835530225165501(c)(3)$20,000$0General Support
National Public Radio Inc
1111 North Capitol Street NEWASHINGTONDC20002520907625501(c)(3)$11,000$0General Support
North Clackamas Education Foundation
6053 SE KING RDMilwaukieOR972220000931114786501(c)(3)$20,000$0General Support
Northern State University Foundation
620 15TH AVE SEAberdeenSD574017610237002314501(c)(3)$25,000$0General Support
OSTERVILLE FREE LIBRARY CORP DBA Osterville Village Library
43 Wianno AveOstervilleMA02655042104277501(c)(3)$15,000$0General Support
Outreach United Resource Center Inc
220 COLLYER STLongmontCO805015506742448346501(c)(3)$10,000$0General Support
Pediatric Brain Tumor Foundation of the United States Inc
380 KNOLLWOOD ST SUITE H 125Winston SalemNC271031884581966822501(c)(3)$10,000$0General Support
Pewee Valley Presbyterian Church
119 Central AvePewee ValleyKY40056610524317501(c)(3)$7,700$0General Support
Philabundance
3616 S GALLOWAY STPhiladelphiaPA191485402232290505501(c)(3)$6,000$0General Support
Pinellas County Education Foundation Inc
12090 STARKEY RDLARGOFL33773592688253501(c)(3)$7,550$0General Support
Portland Youth Philharmonic Association
9320 SW BARBUR BLVD STE 140PortlandOR972195404930386902501(c)(3)$10,000$0General Support
Presbyterian Mo-Ranch Assembly
2229 FM 1340HuntTX780243037741168931501(c)(3)$198,971$0General Support
President and Fellows of Harvard College
Massachusetts HallCambridgeMA02138042103580501(c)(3)$10,000$0General Support
Prospect Park Alliance Inc
95 Prospect Park WBrooklynNY11215112939557501(c)(3)$10,000$0General Support
Rainer Foothills Wellness Foundation
1675 COLE STEnumclawWA980223509911192604501(c)(3)$10,000$0General Support
Raymond James Charitable Endowment Fund
PO Box 23559ST PETERSBURGFL337423559593652538501(c)(3)$514,060$0General Support
Read Your World Inc
60 GREENWOOD AVEWest NewtonMA024652551922215819501(c)(3)$10,000$0General Support
Renaissance Charitable Foundation Inc
8888 KEYSTONE CROSSING SUITE 1222IndianapolisIN462404609352129262501(c)(3)$392,366$0General Support
Sacred Heart of Jesus DBA Redemptorist Society of Washington
1 Redemptorist RdWashingtonDC20017530196624501(c)(3)$10,240$0General Support
Saint Johns University
2850 Abbey Plaza PO Box 2000COLLEGEVILLEMN56321453656162501(c)(3)$10,000$0General Support
Sanctuary for Families
PO Box 1406New YorkNY10268112861426501(c)(3)$25,000$0General Support
Sarasota Audubon Society Inc
999 CENTER RDSARASOTAFL34240237382804501(c)(3)$10,000$0General Support
Scholarship America
PO Box 772514DetroitMI48277042296967501(c)(3)$116,240$0General Support
Sea Education Association Inc
171 WOODS HOLE RDFalmouthMA025401641042702102501(c)(3)$15,000$0General Support
Setting Scoliosis Straight Foundation
623 ALDWYCH RDEl CajonCA920202243262957475501(c)(3)$10,000$0General Support
Shaw Institute
PO Box 1652BLUE HILLME04614010455007501(c)(3)$10,350$0General Support
Shriners Hospitals for Children
2900 N Rocky Point DriveTAMPAFL33607362193608501(c)(3)$6,500$0General Support
Society Of The Holy Transfiguration Monastery Inc
278 WARREN STBrooklineMA024455950046188792501(c)(3)$9,937$0General Support
Southeast Missouri University
1 University Plaza MS 7300Cape GirardeauMO63701431291797501(c)(3)$16,500$0General Support
Southwest Initiative Foundation
15 3RD AVE NWHutchinsonMN553501643411555592501(c)(3)$10,000$0General Support
St Cecilia Parish
5105 SW Franklin StreetBeavertonOR97005930446529501(c)(3)$6,400$0General Support
St Jude Childrens Research Hospital Inc
262 DANNY THOMAS PLMEMPHISTN38105620646012501(c)(3)$16,500$0General Support
St Andrews Presbyterian Church
8190 LINCOLN RDBeulahMI496179785383352796501(c)(3)$11,000$0General Support
St John Vianney High School
1311 South Kirkwood RoadSAINT LOUISMO63122430763332501(c)(3)$14,000$0General Support
St Thomas The Apostle Church
1449 Wilcox Park Dr SEGrand RapidsMI49506381405290501(c)(3)$5,200$0General Support
Stephen Siller Tunnel To Towers Foundation
2361 Hylan BoulevardStaten IslandNY10306020554654501(c)(3)$6,000$0General Support
Stoutsburg Sourland African American Museum
PO BOX 162HopewellNJ085250162812811228501(c)(3)$10,000$0General Support
TASK
PO BOX 176SeymourWI541650176392018400501(c)(3)$10,000$0General Support
Texas Book Festival
1023 SPRINGDALE BLDG 14 UNIT BAustinTX787212465742776425501(c)(3)$7,500$0General Support
The ARC Minnesota
2446 University Ave W Ste 110St PaulMN55114410695577501(c)(3)$10,000$0General Support
The Louisiana Music and Heritage Experience Inc
330 CARONDELET STREETNEW ORLEANSLA70130872248278501(c)(3)$6,000$0General Support
The Nick Wilson Charitable Group
PO BOX 80852PORTLANDOR97280931325720501(c)(3)$10,000$0General Support
The Salvation Army
5040 N Pulaski RoadALEXANDRIAVA22314222406433501(c)(3)$10,750$0General Support
The University of Chicago
6054 S DREXEL AVE SUITE 300CHICAGOIL60637362177139501(c)(3)$10,000$0General Support
The University of Tennessee Foundation
1525 University AveKnoxvilleTN37921620476280501(c)(3)$33,000$0General Support
The WellBoring Foundation Inc
2721 W PARK DRPaducahKY420019058862961241501(c)(3)$10,000$0General Support
Trinity Lutheran Church
210 7TH ST SMoorheadMN565602741410721676501(c)(3)$30,000$0General Support
Unity San Francisco
240 PAGE STSAN FRANCISCOCA94102946001470501(c)(3)$8,500$0General Support
University of Washington Foundation
400 GERBERDING HALLSeattleWA981950001943079432501(c)(3)$20,000$0General Support
Upper Valley Haven Inc
713 Hartford AveWHITE RIV JCTVT05001030277908501(c)(3)$7,500$0General Support
Urban Impact
7728 Rainier Ave SSEATTLEWA98118911368333501(c)(3)$9,600$0General Support
US Committee for Refugees and Immigrants Inc
2231 Crystal Dr Ste 350ArlingtonVA22202131878704501(c)(3)$125,000$0General Support
Wake Forest University
1834 Wake Forest RdWinston SalemNC27109560532138501(c)(3)$5,500$0General Support
Windom Area Health Foundation
2150 Hospital DrWindomMN56101416058473501(c)(3)$10,000$0General Support
World Central Kitchen Incorporated
PO Box 96538WashingtonDC200906538273521132501(c)(3)$10,250$0General Support
Wounded Warrior Project
4899 BELFORT RD STE 300JACKSONVILLEFL32256202370934501(c)(3)$6,000$0General Support
FieldValueIRS element (for citing)
Total501c3 Org133Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationThe Organization has established procedures in place to substantiate the amounts of the grants, the grantee's eligibility for the grants, and the selection criteria used to award the grants in order to monitor the use of grant funds.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution42ContributionCnt
Noncash Contributions Rpt F990$1,402,993NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket PriceMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 3Advisors Charitable Gift Fund used Northeast Retirement Services to provide management services including top management and financial officers. The officers are paid by NRS and the amount of compensation allocated to ACGF is undeterminable. This contract was terminated on 10/1/2025.
Form 990, Part VI, Section B, line 11bThe Organization's Chairman reviews and signs the Form 990.
Form 990, Part VI, Section B, line 12cCompliance with the Organization's conflict of interest policy is reviewed by management on a regular and consistent basis
Form 990, Part VI, Section B, line 15The Organization's top Management Official and other officers are not compensated by the Organization.
Form 990, Part VI, Section C, line 19No documents available to the public.

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