ADVISORS CHARITABLE GIFT FUND INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ADVISORS CHARITABLE GIFT FUND INC (EIN 01-0782573)
Tax period
2023-11-01 to 2024-10-31
Filed
2025-03-12
IRS object ID
202530719349301033
Schema version
2023v6.0
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)
Return2025-03-12T12:28:30-05:00ReturnTs
Tax Period End2024-10-31TaxPeriodEndDt

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 Begin2023-11-01TaxPeriodBeginDt

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
Phone7819705077PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112 Gill Street 2600AddressLine1Txt
CityWoburnCityNm
State AbbreviationMAStateAbbreviationCd
ZIP018011729ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonChristopher T EllisPersonNm
Person TitleEVP & Chief Financial OfficerPersonTitleTxt
Phone7819705020PhoneNum
Signature2025-03-07SignatureDt
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
Preparation2025-03-07PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerChristopher HulsePrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line112 Gill Street 2600AddressLine1Txt
CityWoburnCityNm
State AbbreviationMAStateAbbreviationCd
ZIP018011729ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,317,872GrossReceiptsAmt
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 Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,527,137PYContributionsGrantsAmt
CY Contributions Grants$2,223,357CYContributionsGrantsAmt
PY Program Service Revenue$177,234PYProgramServiceRevenueAmt
CY Program Service Revenue$178,951CYProgramServiceRevenueAmt
PY Investment Income$1,654,617PYInvestmentIncomeAmt
CY Investment Income$1,135,422CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,358,988PYTotalRevenueAmt
CY Total Revenue$3,537,730CYTotalRevenueAmt
PY Grants And Similar Paid$5,939,166PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,315,049CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$15,000PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$12,500CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$331,762PYOtherExpensesAmt
CY Other Expenses$322,970CYOtherExpensesAmt
PY Total Expenses$6,285,928PYTotalExpensesAmt
CY Total Expenses$3,650,519CYTotalExpensesAmt
PY Revenues Less Expenses-$2,926,940PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$112,789CYRevenuesLessExpensesAmt
Total Assets BOY$22,766,067TotalAssetsBOYAmt
Total Assets EOY$27,413,364TotalAssetsEOYAmt
Total Liabilities BOY$23,630TotalLiabilitiesBOYAmt
Total Liabilities EOY$18,222TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$22,742,437NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$27,395,142NetAssetsOrFundBalancesEOYAmt
MissionTo promote charitable giving.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,315,049ExpenseAmt
Grant$3,315,049GrantAmt
Revenue$178,951RevenueAmt
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$3,315,049TotalProgramServiceExpensesAmt
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 Document8IRPDocumentCnt
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 Line1Christopher T EllisBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7819705077PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112 Gill St Suite 2600AddressLine1Txt
CityWoburnCityNm
State AbbreviationMAStateAbbreviationCd
ZIP018011729ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Dr Diane Cooksey Kessler
Chairperson1.00Yes (X)Yes (X)$2,500$0$0
Ronald D Dean
Vice Chairman1.00Yes (X)Yes (X)$2,000$0$0
Mark O'Connell
Treasurer1.00Yes (X)Yes (X)$1,500$0$0
Thomas Forese Jr
Director1.00Yes (X)$0$0$0
Joseph Gibbons
Director1.00Yes (X)$2,500$0$0
William Hogan Jr
Director1.00Yes (X)$2,000$0$0
Christopher Hulse
President1.00Yes (X)Yes (X)$0$0$0
David A St Yves
Director1.00Yes (X)$2,000$0$0
Kenneth G Y Grant
Past Director1.00Yes (X)$2,000$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$14,500TotalReportableCompFromOrgAmt
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$107,178CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,223,357AllOtherContributionsAmt
Noncash Contributions$918,921NoncashContributionsAmt
Total Contributions$2,223,357TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescAdministrative FeesDesc
Business900099BusinessCd
Total Revenue Column$178,951TotalRevenueColumnAmt
Related Or Exempt Func Income$178,951RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$178,951TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$592,115TotalRevenueColumnAmt
Exclusion$592,115ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,323,449SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,780,142SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$543,307SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$543,307TotalRevenueColumnAmt
Exclusion$543,307ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,537,730TotalRevenueColumnAmt
Related Or Exempt Func Income$178,951RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,135,422ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,315,049TotalAmt
Program Services$3,315,049ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$12,500TotalAmt
Management And General$12,500ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$106,978TotalAmt
Management And General$106,978ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$18,800TotalAmt
Management And General$18,800ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$10,939TotalAmt
Management And General$10,939ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$423TotalAmt
Management And General$423ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,400TotalAmt
Management And General$2,400ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,442TotalAmt
Management And General$9,442ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
Participant Fees$170,156$170,156
Other Expenses$3,832$3,832

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,650,519TotalAmt
Program Services$3,315,049ProgramServicesAmt
Management And General$335,470ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$396BOYAmt
EOY$357EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

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

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$22,757,014BOYAmt
EOY$27,404,350EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$22,766,067BOYAmt
EOY$27,413,364EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$23,630BOYAmt
EOY$18,222EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$23,630BOYAmt
EOY$18,222EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$22,742,437BOYAmt
EOY$27,395,142EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,742,437BOYAmt
EOY$27,395,142EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,766,067BOYAmt
EOY$27,413,364EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$112,789ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,765,494NetUnrlzdGainsLossesInvstAmt
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$6,125,669CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,639,634CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,865,610CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,527,137CurrentTaxYearMinus1YearAmt
Current Tax Year$2,223,357CurrentTaxYearAmt
Total$19,381,407TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,125,669CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,639,634CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,865,610CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,527,137CurrentTaxYearMinus1YearAmt
Current Tax Year$2,223,357CurrentTaxYearAmt
Total$19,381,407TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,299,029SubstantialContributorsTotAmt
Public Support Total170$16,082,378PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,242,827CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$911,264CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,337,322CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,573,886CurrentTaxYearMinus1YearAmt
Current Tax Year$592,115CurrentTaxYearAmt
Total$5,657,414TotalAmt
FieldValueIRS element (for citing)
Total Support$25,038,821TotalSupportAmt
Gross Receipts Rltd Activities$1,051,721GrossReceiptsRltdActivitiesAmt
Public Support CY1700.64230PublicSupportCY170Pct
Public Support PY1700.65750PublicSupportPY170Pct
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 Held215DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$2,223,357DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$3,315,049DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$27,404,350DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$8,118,628TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$4,765,494NetUnrealizedGainsInvstAmt
Revenue Not Reported$4,765,494RevenueNotReportedAmt
Revenue Subtotal$3,353,134RevenueSubtotalAmt
Investment Expenses Not Incld$184,596InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$184,596RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,537,730TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,465,923TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$3,465,923ExpensesSubtotalAmt
Investment Expenses Not Incld2$184,596InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$184,596ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,650,519TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (112 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
Bowdoin College
4100 College StationBrunswickME04011010215213501(c)(3)$10,000$0General Support
St Mark's Episcopal Church
301 A Street SEWashingtonDC20003530204649501(c)(3)$6,000$0General Support
St Andrews Presbyterian Church
8190 Lincoln RdBeulahMI49617383352796501(c)(3)$9,631$0General Support
Alzheimer's Association
309 Waverly Oaks RoadWalthamMA02452133039601501(c)(3)$13,250$0General Support
American Diabetes Association
PO Box 7023MerrifieldVA22116131623888501(c)(3)$7,000$0General Support
Granite United Way
22 Concord StreetManchesterNH03101026006033501(c)(3)$7,000$0General Support
Lake Sunapee Region VNA & Hospice
PO Box 2209New LondonNH03257020438862501(c)(3)$7,000$0General Support
The Salvation Army
PO Box 3647PortlandME04104135562351501(c)(3)$27,250$0General Support
Upper Valley Haven Inc
713 Hartford AveWhite River JunctionVT05001030277908501(c)(3)$7,000$0General Support
Amplify GR
1480 Kalamazoo Ave SEGrand RapidsMI49507824122848501(c)(3)$12,574$0General Support
Ash Lane United Methodist Church
1001 Ash LaneEulessTX76039751404408501(c)(3)$6,000$0General Support
Sea Education Association Inc
171 Woods Hole RoadFalmouthMA02540042702102501(c)(3)$7,500$0General Support
Unity San Francisco
240 Page StreetSan FranciscoCA94102946001470501(c)(3)$8,500$0General Support
Shaw Institute
PO Box 1652Blue HillME04611010455007501(c)(3)$16,800$0General Support
Arvada United Methodist Church
6750 Carr StreetArvadaCO80004840449852501(c)(3)$6,000$0General Support
The First Church in Swampscott Congregational
40 Monument AvenueSwampscottMA01907042104180501(c)(3)$5,250$0General Support
Doctors without Borders
40 Rector Street 16th FloorNew YorkNY10006133433452501(c)(3)$31,500$0General Support
Salvation Army
5040 N Pulaski RoadChicagoIL60630362167910501(c)(3)$13,526$0General Support
Lake Forest Church
8519 Gilead RdHuntersvilleNC28078562194433501(c)(3)$40,000$0General Support
Cor Jesu Academy
10230 Gravois RoadSt LouisMO63123530196617501(c)(3)$14,000$0General Support
Southeast Missouri University
1 University Plaza MS 7300Cape GirardeauMO63701431291797501(c)(3)$16,750$0General Support
St John Vianney High School
1311 South Kirkwood RoadSt LouisMO63122430763332501(c)(3)$14,000$0General Support
The Wellboring Foundation Inc
677 Hale StreetBeverlyMA01915833400484501(c)(3)$13,000$0General Support
Calvary Chapel Santee
10920 Summit AveSanteeCA92071330202691501(c)(3)$25,000$0General Support
Ability Building Center Inc
62 N 3rdLa CrescentMN55947410829178501(c)(3)$10,000$0General Support
ABLE Inc
1700 Lancer BoulevardLa CrescentMN55947411751499501(c)(3)$10,000$0General Support
Catholic Charities of The Diocese Of Winona-Rochester
111 Market St Suite 2WinonaMN55987410721636501(c)(3)$20,000$0General Support
Boys & Girls Clubs of Elkhart County Inc
PO Box 614GoshenIN46527311156334501(c)(3)$35,000$0General Support
The Nick Wilson Charitable Group
PO Box 80852PortlandOR97280931325720501(c)(3)$10,000$0General Support
St Jude Children's Research Hospital
262 Danny Thomas PlaceMemphisTN38105620646012501(c)(3)$18,750$0General Support
TASK
PO Box 872TrentonNJ08605222392881501(c)(3)$10,000$0General Support
Anti-Defamation League
605 Third AvenueNew YorkNY10158132887439501(c)(3)$6,250$0General Support
The University of Chicago
5235 S Harper CourtChicagoIL60615362177139501(c)(3)$10,000$0General Support
Food for the Poor Inc
6401 Lyons RoadCoconut CreekFL33073592174510501(c)(3)$5,250$0General Support
St Mathias Catholic Church
23315 Northfield BlvdHamptonMN55031550634850501(c)(3)$10,000$0General Support
King of Kings Lutheran Church
13765 Olive BlvdChesterfieldMO63017237001218501(c)(3)$18,000$0General Support
Shriners Hospitals for Children
2900 N Rocky Point DriveTampaFL33607362193608501(c)(3)$6,250$0General Support
St Thomas The Apostle Church
1449 Wilcox Park Dr SEGrand RapidsMI49506381405290501(c)(3)$7,400$0General Support
The Kramer Foundation
974 Terry Hill RdAlpineNY14805743087502501(c)(3)$10,000$0General Support
The ARC Minnesota
641 Fairview Ave N Suite 195Saint PaulMN55114410795254501(c)(3)$7,500$0General Support
Windom Area Health Foundation
PO Box 339WindomMN56101721543872501(c)(3)$7,500$0General Support
Leukemia & Lymphoma Society
Northeast Territory PO Box 22470New YorkNY10087135644916501(c)(3)$70,000$0General Support
Planned Parenthood Federation of America
123 William St 10th FloorNew YorkNY10038131644147501(c)(3)$12,000$0General Support
Desert Cat Rescue
PO Box 1238ThatcherAZ08555473983524501(c)(3)$80,000$0General Support
Academy for Creating Enterprise
PO Box 299LehiUT84043870641040501(c)(3)$10,000$0General Support
The Church of Jesus Christ of Latter-Day Saints
50 E North Temple StSalt Lake CityUT84150237300405501(c)(3)$32,000$0General Support
The Lawrenceville School
Office of Alumni and Development POLawrencevilleNJ08648210634503501(c)(3)$25,000$0General SupportBox 6125
Urban Impact
7728 Rainier Ave SSeattleWA98118911368333501(c)(3)$9,600$0General Support
Philabundance
3616 S Galloway StPhiladelphiaPA19148232290505501(c)(3)$6,000$0General Support
Jeremiah Program
729 N Washington Ave Suite 600MinneapolisMN55413411801834501(c)(3)$60,000$0General Support
Monte Vista Presbyterian Church
3797 W Lynn RoadNewbury ParkCA91320952579570501(c)(3)$15,000$0General Support
St Cecilia Parish
5105 SW Franklin StreetBeavertonOR97005930446529501(c)(3)$6,400$0General Support
Renaissance Charitable Foundation Inc
8910 Purdue Road Suite 555IndianapolisIN46268352129262501(c)(3)$273,883$0General Support
The National Arts Club
15 Gramercy Park SouthNew YorkNY10003135265900501(c)(3)$20,000$0General Support
First Baptist Church of East Aurora
591 Porterville RoadEast AuroraNY14052166001201501(c)(3)$36,500$0General Support
Pinellas County Education Foundation Inc
12090 Starkey RdLargoFL33773592688253501(c)(3)$6,879$0General Support
Boston Lyric Opera Company
PO Box 986500BostonMA02298042469627501(c)(3)$10,000$0General Support
Naperville Diamonds Softball Association
2863 W 95th St Unit 143NapervilleIL60564363923175501(c)(3)$20,000$0General Support
Girl Scouts San Diego
1231 Upas StreetSan DiegoCA92103951644585501(c)(3)$6,000$0General Support
Stephen Siller Tunnel to Towers Foundation
2361 Hylan BoulevardStaten IslandNY10306020554654501(c)(3)$6,000$0General Support
Wounded Warrior Project
PO Box 758516TopekaKS66675202370934501(c)(3)$6,500$0General Support
First United Methodist Church of Walnut Ridge
PO Box 66Walnut RidgeAR72476710285602501(c)(3)$6,000$0General Support
Pentecostal Tabernacle Columbus
3193 Hwy 69 SColumbusMS39702844263614501(c)(3)$18,000$0General Support
St James Catholic Church
9406 Church CircleLittle FallsMN56345362171128501(c)(3)$6,000$0General Support
Pewee Valley Presbyterian Church
PO Box 365Pewee ValleyKY40056363122817501(c)(3)$7,750$0General Support
Scholarship America
PO Box 772514DetroitMI48277042296967501(c)(3)$113,840$0General Support
Emerywood Baptist Church
1300 Country Club DriveHigh PointNC27262560664329501(c)(3)$12,000$0General Support
RAD - AID Org
8004 Ellington DriveChevy ChaseMD20815263914931501(c)(3)$10,000$0General Support
Gethsemane Lutheran Church
715 Minnetonka Mills RdHopkinsMN55343410724075501(c)(3)$8,000$0General Support
Fiscal Sponsorship Allies Inc
9100 Purdue Rd Ste 115IndianapolisIN46268850839183501(c)(3)$15,000$0General Support
John Maxwell Leadership Foundation Inc
2050 Sugarloaf CircleDuluthGA30097821614152501(c)(3)$100,000$0General Support
First United Methodist Church of Gainesville
419 NE 1st StreetGainesvilleFL32601590624388501(c)(3)$10,000$0General Support
NAT 28
754 Garden City DriveMonroevillePA15202813986080501(c)(3)$8,000$0General Support
Foundation for the Marooned Inc
7540 E 71st StreetIndianapolisIN46256820857104501(c)(3)$10,000$0General Support
Fellowship of Catholic University Students
603 Park Point DrGoldenCO80401841522811501(c)(3)$7,750$0General Support
Congregation Shearith Israel
1180 University Dr NEAtlantaGA30306580632076501(c)(3)$14,000$0General Support
Trinity Lutheran Church
601 E 2nd StWaconiaMN55387410713894501(c)(3)$30,000$0General Support
North Raleigh United Methodist Church
8501 Honeycutt RoadRaleighNC27615560990941501(c)(3)$20,000$0General Support
Doylestown Health Foundation
595 West State StreetDoylestownPA18901232368196501(c)(3)$55,000$0General Support
St Catherines Catholic School
540 3rd Ave NEValley CityNV58072450229074501(c)(3)$7,520$0General Support
Holy Family Parish
74 Pleasant StreetGloucesterMA01930562482125501(c)(3)$7,000$0General Support
ESC Of New England Inc
176 Federal Street Suite 5-CBostonMA02110222815597501(c)(3)$187,398$0General Support
Pediatric Brain Tumor Foundation
6065 Roswell Road NE Suite 505AtlantaGA30328581966822501(c)(3)$18,000$0General Support
Shirley Ryan Ability LAB
355 E ErieChicagoIL60611362256036501(c)(3)$25,000$0General Support
Boys and Girls Club of the Rogue Valley
Attn Administrative Office 203 SEGrant PassOR97526930588108501(c)(3)$10,000$0General Support9th St
Children & Family Urban Movement
1548 8th StreetDes MoinesIA50314421396833501(c)(3)$10,000$0General Support
North Clackamas Education Foundation
PO Box 595ClackamasOR97015931114786501(c)(3)$12,000$0General Support
First Baptist Church Covington
16333 Highway 1085CovingtonLA70433720636568501(c)(3)$5,500$0General Support
Children's Brain Tumor Foundation
1460 BroadwayNew YorkNY10036133512123501(c)(3)$30,000$0General Support
EQUIP Leadership Inc
2050 Sugarloaf CircleDuluthGA30097330686464501(c)(3)$105,000$0General Support
Central Fund of Israel
461 Central AveCedarhurstNY11516132992985501(c)(3)$50,000$0General Support
Cool Cars for Kids Inc
136 Gypsy LaneWynnewoodPA19096813917740501(c)(3)$10,000$0General Support
Colorado Animal Rescue Express (CARE)
5276 S Hanover WayEnglewoodCO80111260569780501(c)(3)$50,000$0General Support
American Bird Conservancy
PO Box 249The PlainsVA20198521501259501(c)(3)$25,000$0General Support
Center for Biological Diversity
PO Box 710TucsonAZ85702273943866501(c)(3)$10,000$0General Support
Catholic Foreign Mission Society of America Inc
PO Box 302MaryknollNY10545131740144501(c)(3)$15,025$0General Support
Fulcrum Foundation
710 Ninth AvenueSeattleWA98104161616262501(c)(3)$20,250$0General Support
Immaculate Heart Retreat Center
6910 S Ben Burr RdSpokaneWA99223911434824501(c)(3)$20,250$0General Support
Sacred Heart of Jesus DBA Redemptorist Society of Washington
205 2nd Ave NSeattleWA98109910577474501(c)(3)$9,800$0General Support
Animal Legal Defense Fund
525 East Cotati AvenueCotatiCA94931942681680501(c)(3)$25,000$0General Support
Arundel Lodge Behavioral Health Center
2600 Solomons Island RoadEdgewaterMD21037510169423501(c)(3)$10,000$0General Support
Historic Fair Hill Inc
5501 Germantown AvenuePhiladelphiaPA19144232724914501(c)(3)$6,228$0General Support
Conscious Alliance
3801 Industrial LaneBroomfieldCO80020270035894501(c)(3)$8,000$0General Support
Morgan Stanley Global Impact Funding Trust Inc
2000 Westchester Ave 2nd FloorPurchaseNY10577527082731501(c)(3)$171,101$0General Support
Lifesong for Orphans Inc
101 N Western AveGridleyIL61744351902841501(c)(3)$15,000$0General Support
Habitat for Humanity of McHenry County
907 Front StreetMcHenryIL60050364000780501(c)(3)$10,000$0General Support
Sanctuary for Families Housing Development Fund Corporation
PO Box 1406New YorkNY10268133443893501(c)(3)$10,000$0General Support
Wonder Lake Water Ski Show Team
PO Box 518Wonder LakeIL60097364193490501(c)(3)$30,000$0General Support
Xaverian Brothers USA Inc
4409 Frederick AveBaltimoreMD21229526036905501(c)(3)$18,000$0General Support
University of St Thomas
PO Box 64947St PaulMN551640947410693970501(c)(3)$10,000$0General Support
Greenwood Wildlife Rehabilitation Center
PO BOX 18987BoulderCO80308841228158501(c)(3)$7,500$0General Support
Center for Inquiry Development Fund
3965 Rensch Rd PO Box 741AmherstNY14226222306795501(c)(3)$10,000$0General Support
FieldValueIRS element (for citing)
Total501c3 Org112Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationPart I, Line 2 - Procedures for Monitoring the Use of Grant Funds The 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
Contribution33ContributionCnt
Noncash Contributions Rpt F990$918,921NoncashContributionsRptF990Amt
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 uses Northeast Retirement Services to provide management services including the top management and financial officers. The officers are paid by NRS and the amount of compensation allocated to ACGF is undeterminable.
Form 990, Part VI, Section B, line 11bThe Organization's Chief Financial Officer 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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