ADVISORS CHARITABLE GIFT FUND INC DAF sponsor
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Cite this
Plain text ADVISORS CHARITABLE GIFT FUND INC. furp.org, nonprofit organization profile, tax years 2017–2024. https://furp.org/org/advisors-charitable-gift-fund-inc-010782573. Retrieved 2026-11-04.
APA furp.org. (n.d.). ADVISORS CHARITABLE GIFT FUND INC [Nonprofit organization profile; tax years 2017–2024]. Retrieved November 4, 2026, from https://furp.org/org/advisors-charitable-gift-fund-inc-010782573
MLA “ADVISORS CHARITABLE GIFT FUND INC.” furp.org, tax years 2017–2024, https://furp.org/org/advisors-charitable-gift-fund-inc-010782573. Accessed 4 Nov. 2026.
Retrieved 2026-11-04; covers tax years 2017–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $5.3M · expenses $6.9M · assets $27.0M
- EIN
- 01-0782573
- Address
- 1500 DISTRICT AVE, BURLINGTON, MA 01803-5069
- Website
- acgfund.org
- NTEE code
- W120
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- December 2003 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
- Foundation status
- Public charity, 509(a)(2)
- Donor-advised funds
- Sponsor: its returns say it maintains donor-advised funds (latest tax year 2024). Figures by year
- Cross-check
- ProPublica Nonprofit Explorer
Mission
To promote charitable giving.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
8 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Joseph Gibbons | Director | 2017-2024 | $3,500 | $20,500 | 1 |
| Dr Diane Cooksey Kessler | Past Director | 2017-2024 | $2,500 | $20,000 | 1 |
| David A St Yves | Treasurer | 2017-2024 | $3,500 | $19,000 | 1 |
| Ronald D Dean | Vice Chair | 2017-2024 | $2,500 | $15,500 | 1 |
| Mark O'Connell | Director | 2017-2024 | $3,000 | $14,000 | 1 |
| William Hogan Jr | Director | 2018-2024 | $0 | $11,000 | 1 |
| Kenneth G Y Grant (former) | Past Director | 2019-2023 | $2,000 | $7,000 | 1 |
| William S Hogan (former) | Director | 2017 | $1,500 | $1,500 | 1 |
Officers and directors, no compensation reported
3 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Thomas Forese Jr | President | 2017-2024 | 1 | $0 reported | 1 |
| Christopher Hulse | Director | 2019-2024 | 1 | $0 reported | 1 |
| Kenneth GY Grant | Chair | 2024 | 1 | $0 reported | 1 |
People by year
2024 · 9 people listed · 5 paid, $15K · 0 employees · 4 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| David A St Yves | Treasurer | 1 | $3,500 | $0 | $0 | $3,500 | 1 |
| Joseph Gibbons | Director | 1 | $3,500 | $0 | $0 | $3,500 | 1 |
| Mark O'Connell | Director | 1 | $3,000 | $0 | $0 | $3,000 | 1 |
| Ronald D Dean | Vice Chair | 1 | $2,500 | $0 | $0 | $2,500 | 1 |
| Dr Diane Cooksey Kessler | Past Director | 1 | $2,500 | $0 | $0 | $2,500 | 1 |
| Kenneth GY Grant | Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| Christopher Hulse | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| William Hogan Jr | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Thomas Forese Jr | President | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 9 people listed · 7 paid, $14K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Dr Diane Cooksey Kessler | Chairperson | 1 | $2,500 | $0 | $0 | $2,500 | 1 |
| Joseph Gibbons | Director | 1 | $2,500 | $0 | $0 | $2,500 | 1 |
| Ronald D Dean | Vice Chairman | 1 | $2,000 | $0 | $0 | $2,000 | 1 |
| William Hogan Jr | Director | 1 | $2,000 | $0 | $0 | $2,000 | 1 |
| David A St Yves | Director | 1 | $2,000 | $0 | $0 | $2,000 | 1 |
| Kenneth G Y Grant | Past Director | 1 | $2,000 | $0 | $0 | $2,000 | 1 |
| Mark O'Connell | Treasurer | 1 | $1,500 | $0 | $0 | $1,500 | 1 |
| Thomas Forese Jr | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Christopher Hulse | President | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 9 people listed · 7 paid, $16K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Dr Diane Cooksey Kessler | Chairperson | 1 | $2,500 | $0 | $0 | $2,500 | 1 |
| Joseph Gibbons | Director | 1 | $2,500 | $0 | $0 | $2,500 | 1 |
| David A St Yves | Director | 1 | $2,500 | $0 | $0 | $2,500 | 1 |
| Ronald D Dean | Vice Chairman | 1 | $2,000 | $0 | $0 | $2,000 | 1 |
| Mark O'Connell | Treasurer | 1 | $2,000 | $0 | $0 | $2,000 | 1 |
| Kenneth G Y Grant | Director | 1 | $2,000 | $0 | $0 | $2,000 | 1 |
| William Hogan Jr | Director | 1 | $2,000 | $0 | $0 | $2,000 | 1 |
| Christopher Hulse | President | 0 | $0 | $0 | $0 | $0 | 1 |
| Thomas Forese Jr | Director | 0 | $0 | $0 | $0 | $0 | 1 |
2021 · 9 people listed · 7 paid, $14K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Dr Diane Cooksey Kessler | Chairperson | 1 | $2,500 | $0 | $0 | $2,500 | 1 |
| Joseph Gibbons | Director | 1 | $2,500 | $0 | $0 | $2,500 | 1 |
| David A St Yves | Director | 1 | $2,500 | $0 | $0 | $2,500 | 1 |
| Mark O'Connell | Treasurer | 1 | $2,000 | $0 | $0 | $2,000 | 1 |
| William Hogan Jr | Director | 1 | $2,000 | $0 | $0 | $2,000 | 1 |
| Ronald D Dean | Vice Chairman | 1 | $1,500 | $0 | $0 | $1,500 | 1 |
| Kenneth G Y Grant | Director | 1 | $1,500 | $0 | $0 | $1,500 | 1 |
| Christopher Hulse | President | 0 | $0 | $0 | $0 | $0 | 1 |
| Thomas Forese Jr | Director | 0 | $0 | $0 | $0 | $0 | 1 |
2020 · 9 people listed · 7 paid, $14K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Dr Diane Cooksey Kessler | Chairperson | 1 | $2,500 | $0 | $0 | $2,500 | 1 |
| Ronald D Dean | Vice Chairman | 1 | $2,000 | $0 | $0 | $2,000 | 1 |
| Mark O'Connell | Treasurer | 1 | $2,000 | $0 | $0 | $2,000 | 1 |
| Joseph Gibbons | Director | 1 | $2,000 | $0 | $0 | $2,000 | 1 |
| William Hogan Jr | Director | 1 | $2,000 | $0 | $0 | $2,000 | 1 |
| David A St Yves | Director | 1 | $2,000 | $0 | $0 | $2,000 | 1 |
| Kenneth G Y Grant | Director | 1 | $1,500 | $0 | $0 | $1,500 | 1 |
| Christopher Hulse | President | 0 | $0 | $0 | $0 | $0 | 1 |
| Thomas Forese Jr | Director | 0 | $0 | $0 | $0 | $0 | 1 |
2019 · 9 people listed · 6 paid, $11K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Dr Diane Cooksey Kessler | Chairperson | 1 | $2,500 | $0 | $0 | $2,500 | 1 |
| Joseph Gibbons | Director | 1 | $2,500 | $0 | $0 | $2,500 | 1 |
| David A St Yves | Director | 1 | $2,000 | $0 | $0 | $2,000 | 1 |
| Ronald D Dean | Vice Chairman | 1 | $1,500 | $0 | $0 | $1,500 | 1 |
| William Hogan Jr | Director | 1 | $1,500 | $0 | $0 | $1,500 | 1 |
| Mark O'Connell | Treasurer | 1 | $1,000 | $0 | $0 | $1,000 | 1 |
| Kenneth G Y Grant | Director | 1 | $0 | $0 | $0 | $0 | 1 |
| Christopher Hulse | President | 0 | $0 | $0 | $0 | $0 | 1 |
| Thomas Forese Jr | Past President | 0 | $0 | $0 | $0 | $0 | 1 |
2018 · 7 people listed · 6 paid, $12K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Dr Diane Cooksey Kessler | Chairperson | 1 | $2,500 | $0 | $0 | $2,500 | 1 |
| Joseph Gibbons | Director | 1 | $2,500 | $0 | $0 | $2,500 | 1 |
| Ronald D Dean | Vice Chairman | 1 | $2,000 | $0 | $0 | $2,000 | 1 |
| David A St Yves | Director | 1 | $2,000 | $0 | $0 | $2,000 | 1 |
| William Hogan Jr | Director | 1 | $1,500 | $0 | $0 | $1,500 | 1 |
| Mark O'Connell | Treasurer | 1 | $1,000 | $0 | $0 | $1,000 | 1 |
| Thomas Forese Jr | President | 0 | $0 | $0 | $0 | $0 | 1 |
2017 · 7 people listed · 6 paid, $12K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Dr Diane Cooksey Kessler | Chairperson | 1 | $2,500 | $0 | $0 | $2,500 | 1 |
| Joseph Gibbons | Director | 1 | $2,500 | $0 | $0 | $2,500 | 1 |
| David A St Yves | Director | 1 | $2,500 | $0 | $0 | $2,500 | 1 |
| Ronald D Dean | Vice Chairman | 1 | $2,000 | $0 | $0 | $2,000 | 1 |
| William S Hogan | Director | 1 | $1,500 | $0 | $0 | $1,500 | 1 |
| Mark O'Connell | Treasurer | 1 | $1,500 | $0 | $0 | $1,500 | 1 |
| Thomas Forese Jr | President | 0 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 1 contractor · $123K
| Name | Location | Service | Paid |
|---|---|---|---|
| Northeast Retirement Services LLC | Woburn, MA | Donor Accounting | $122,697 |
2023 · 1 contractor · $107K
| Name | Location | Service | Paid |
|---|---|---|---|
| Northeast Retirement Services LLC | Woburn, MA | Donor Accounting | $107,178 |
2022 · 1 contractor · $129K
| Name | Location | Service | Paid |
|---|---|---|---|
| Northeast Retirement Services LLC | Woburn, MA | Donor Accounting | $128,600 |
2021 · 1 contractor · $154K
| Name | Location | Service | Paid |
|---|---|---|---|
| Northeast Retirement Services LLC | Woburn, MA | Donor Accounting | $153,859 |
2020 · 1 contractor · $137K
| Name | Location | Service | Paid |
|---|---|---|---|
| Northeast Retirement Services LLC | Woburn, MA | Donor Accounting | $136,890 |
2019 · 1 contractor · $130K
| Name | Location | Service | Paid |
|---|---|---|---|
| Northeast Retirement Services LLC | Woburn, MA | Donor Accounting | $130,300 |
2018 · 1 contractor · $135K
| Name | Location | Service | Paid |
|---|---|---|---|
| Northeast Retirement Services LLC | Woburn, MA | Donor Accounting | $135,442 |
2017 · 2 contractors · $308K
| Name | Location | Service | Paid |
|---|---|---|---|
| Benefit Trust Company | Overland Park, KS | Custody Services | $194,275 |
| Northeast Retirement Services LLC | Woburn, MA | Donor Accounting | $113,261 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 133 grants to organizations · $5.8M
Listed grants add up to $5,786,152; the return's “grants paid” expense line says $6,528,526. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 112 grants to organizations · $2.6M
Listed grants add up to $2,648,105; the return's “grants paid” expense line says $3,315,049. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 154 grants to organizations · $5.2M
Listed grants add up to $5,200,988; the return's “grants paid” expense line says $5,939,166. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 162 grants to organizations · $7.8M
Listed grants add up to $7,787,104; the return's “grants paid” expense line says $8,592,244. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 226 grants to organizations · $9.0M
Listed grants add up to $8,989,760; the return's “grants paid” expense line says $10,123,243. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 270 grants to organizations · $5.4M
Listed grants add up to $5,409,438; the return's “grants paid” expense line says $6,191,309. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 242 grants to organizations · $5.7M
Listed grants add up to $5,709,417; the return's “grants paid” expense line says $6,521,243. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 206 grants to organizations · $6.2M
Listed grants add up to $6,227,764; the return's “grants paid” expense line says $7,422,063. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $5,304,148 | $6,912,922 | $27,017,958 | $27,012,571 | $2,199,095 | $181,351 | $16,500 | 0 | 4 |
| 2023 · Form 990 | ||||||||
| $3,537,730 | $3,650,519 | $27,413,364 | $27,395,142 | $2,223,357 | $178,951 | $12,500 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $3,358,988 | $6,285,928 | $22,766,067 | $22,742,437 | $1,527,137 | $177,234 | $15,000 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $6,290,034 | $8,982,680 | $25,560,118 | $25,548,557 | $3,865,610 | $207,205 | $15,500 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $9,174,823 | $10,583,051 | $36,774,132 | $36,759,411 | $5,639,634 | $255,174 | $14,500 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $8,696,195 | $6,610,821 | $32,805,217 | $32,789,239 | $6,125,669 | $233,157 | $13,000 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $6,281,296 | $6,936,321 | $30,575,630 | $30,560,267 | $4,294,861 | $211,294 | $11,000 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $7,982,537 | $7,881,173 | $29,699,415 | $29,684,149 | $5,954,585 | $238,335 | $12,000 | 0 | 0 |
Funders of this organization
5 grantors reported grants to this organization, $1,591,311 in all, tax years 2011 to 2016. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| NATIONAL CHRISTIAN CHARITABLE FOUNDATION | DAF sponsor | Exact | 2016 | 1 | $1,500,000 | 2016 | $1,500,000 | show |
| CONNIE & PAUL ROSS CHARITABLE FOUND | Private foundation | Fuzzy filed as “ADVISORS CHARITABLE GIFT FUND” | 2011 | 1 | $34,100 | 2011 | $34,100 | show |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | Exact | 2016 | 1 | $23,833 | 2016 | $23,833 | show |
| HUMANITY UNITED ACTION | Public charity | Exact | 2013-2015 | 3 | $19,500 | 2015 | $5,500 | show |
| RAYMOND JAMES CHARITABLE ENDOWMENT FUND | DAF sponsor | Exact | 2016 | 1 | $13,878 | 2016 | $13,878 | show |
Nearby + Similar BETA
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Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| ANN L RHODES AND CAROL GREENE RHODES CHARITABLE TR | TX | W12 | $3,241,155 | $2,196,708 | TRUSTEE | $257,762 | Same NTEE code W12, revenue within 2x |
| LARRY AND MARTHA DAY CHARITABLETRUST | WY | W12 | $3,151,022 | $749,380 | TRUSTEE | $0 | Same NTEE code W12, revenue within 2x |
| CENTERSTONE MILITARY SERVICES INC | TN | W12 | $6,171,612 | $5,473,887 | BOARD DIRECTOR | $836,071 | Same NTEE code W12, revenue within 2x |
| BOOT CAMPAIGN INC | TX | W12 | $3,128,460 | $3,427,400 | CEO | $132,000 | Same NTEE code W12, revenue within 2x |
| RED HOUSING FUND | CA | W12 | $3,361,008 | $391,816 | EXECUTIVE DIRECTOR | $27,500 | Same NTEE code W12, revenue within 2x |
| WARRIORS HOMES OF COLLIER INC | FL | W12 | $2,779,616 | $961,958 | DIRECTOR | $0 | Same NTEE code W12, revenue within 2x |
| EMPLOYEES COMMUNITY FUND OF THE BOEING COMPANY | IL | W12 | $4,392,900 | $5,816,298 | PRESIDENT | $0 | Same NTEE code W12, revenue within 2x |
| ELCAM INC | PA | W12 | $3,128,460 | $3,247,103 | EXECUTIVE DIRECTOR | $109,007 | Same NTEE code W12, revenue within 2x |
| ACESO FOUNDATION INC | IN | W12 | $3,256,757 | $5,247,220 | SECRETARY & EXECUTIVE DIRECTOR | $161,283 | Same NTEE code W12, revenue within 2x |
| FRIENDS OF HALONOT INC | NY | W12 | $3,448,889 | $3,283,168 | Director | $16,000 | Same NTEE code W12, revenue within 2x |
| NEAL C NICHOLS FOUNDATION INC | VA | W12 | $2,749,809 | $580,898 | DIRECTOR | $500 | Same NTEE code W12, revenue within 2x |
| KALEO FOUNDATION | OK | W12 | $6,602,242 | $6,399,943 | VP of Client Services | $82,000 | Same NTEE code W12, revenue within 2x |
| ST JOSEPH HEALTHCARE FOUNDATION | ME | W12 | $3,636,552 | $2,188,709 | Trustee; CEO of Covenant Health | $1,276,101 | Same NTEE code W12, revenue within 2x |
| THIRY-O LEARY FOUNDATION | CO | W12 | $2,778,002 | $3,082,433 | SECRETARY | $0 | Same NTEE code W12, revenue within 2x |
| CAUZE CHARITABLE FUND | ID | W12 | $1,614,412 | $1,646,332 | PRESIDENT | $0 | Same NTEE code W12, revenue within 5x, similar name |
| DONATESTOCK CHARITABLE INC | TX | W12 | $12,796,089 | $10,867,822 | Chairman | $0 | Same NTEE code W12, revenue within 5x |
| GILBANE COMPANIES CHARITABLE FOUNDATION INC | RI | W12 | $2,105,562 | $1,138,586 | President | $0 | Same NTEE code W12, revenue within 5x |
| VYAZREIM INC | NY | W12 | $15,463,192 | $11,153,627 | TREASURER | $0 | Same NTEE code W12, revenue within 5x |
| MONTGOMERY COUNTY FOUNDATION INC | PA | W12 | $1,101,432 | $1,156,606 | PRESIDENT AND CEO | $159,026 | Same NTEE code W12, revenue within 5x |
| DAILYS FOUNDATION INC | FL | W12 | $1,855,664 | $1,893,008 | President | $0 | Same NTEE code W12, revenue within 5x |
| CHAYAL EL CHAYAL INC | CA | W12 | $1,241,430 | $1,655,190 | PRESIDENT | $13,200 | Same NTEE code W12, revenue within 5x |
| CHRISTOPHER COFFLAND MEMORIAL FUND INC | MD | W12 | $2,480,534 | $2,210,824 | Dir Of Development | $136,000 | Same NTEE code W12, revenue within 5x |
| SHEKEL HAKODESH DSATMAR INC | NY | W12 | $1,180,269 | $1,049,076 | PRESIDENT | $0 | Same NTEE code W12, revenue within 5x |
| KIDS CANCER ALLIANCE INC | KY | W12 | $2,342,522 | $1,908,599 | EXECUTIVE DIRECTOR | $149,659 | Same NTEE code W12, revenue within 5x |
| IMS FOUNDATION | PA | W12 | $1,322,883 | $32,953 | TREASURER | $0 | Same NTEE code W12, revenue within 5x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $6,912,922 spent · pay $16,500 · grants $6,528,526 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $6,528,526 | $6,528,526 | - | - | 94.4% | |
| Other (as described) | Participant Fees | $179,248 | - | $179,248 | - | 2.6% |
| Fees: management | $150,550 | - | $150,550 | - | 2.2% | |
| Fees: accounting | $19,389 | - | $19,389 | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $16,500 | - | $16,500 | - | 0.2% | |
| Insurance | $10,121 | - | $10,121 | - | 0.1% | |
| Fees: investment management | $5,011 | - | $5,011 | - | 0.1% | |
| Information technology | $2,950 | - | $2,950 | - | 0.0% | |
| Other (as described) | Other Expenses | $531 | - | $531 | - | 0.0% |
| Office expenses | $96 | - | $96 | - | 0.0% | |
| Total | $6,912,922 | 100% |
2023 · Form 990 · $3,650,519 spent · pay $12,500 · grants $3,315,049 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $3,315,049 | $3,315,049 | - | - | 90.8% | |
| Other (as described) | Participant Fees | $170,156 | - | $170,156 | - | 4.7% |
| Fees: management | $106,978 | - | $106,978 | - | 2.9% | |
| Fees: accounting | $18,800 | - | $18,800 | - | 0.5% | |
| Pay: officers, directors, trustees, key employees | $12,500 | - | $12,500 | - | 0.3% | |
| Fees: investment management | $10,939 | - | $10,939 | - | 0.3% | |
| Insurance | $9,442 | - | $9,442 | - | 0.3% | |
| Other (as described) | Other Expenses | $3,832 | - | $3,832 | - | 0.1% |
| Information technology | $2,400 | - | $2,400 | - | 0.1% | |
| Office expenses | $423 | - | $423 | - | 0.0% | |
| Total | $3,650,519 | 100% |
2022 · Form 990 · $6,285,928 spent · pay $15,000 · grants $5,939,166 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $5,939,166 | $5,939,166 | - | - | 94.5% | |
| Other (as described) | Participant Fees | $166,192 | - | $166,192 | - | 2.6% |
| Fees: management | $107,178 | - | $107,178 | - | 1.7% | |
| Fees: accounting | $23,408 | - | $23,408 | - | 0.4% | |
| Fees: investment management | $17,781 | - | $17,781 | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $15,000 | - | $15,000 | - | 0.2% | |
| Insurance | $8,713 | - | $8,713 | - | 0.1% | |
| Other (as described) | Other Expenses | $4,490 | - | $4,490 | - | 0.1% |
| Information technology | $4,000 | - | $4,000 | - | 0.1% | |
| Total | $6,285,928 | 100% |
2021 · Form 990 · $8,982,680 spent · pay $15,500 · grants $8,592,244 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $8,592,244 | $8,592,244 | - | - | 95.7% | |
| Other (as described) | Participant Fees | $193,141 | - | $193,141 | - | 2.2% |
| Fees: management | $128,600 | - | $128,600 | - | 1.4% | |
| Fees: investment management | $25,828 | - | $25,828 | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $15,500 | - | $15,500 | - | 0.2% | |
| Fees: accounting | $11,192 | - | $11,192 | - | 0.1% | |
| Other (as described) | Other Expenses | $5,106 | - | $5,106 | - | 0.1% |
| Insurance | $3,858 | - | $3,858 | - | 0.0% | |
| Information technology | $3,200 | - | $3,200 | - | 0.0% | |
| Fees: legal | $2,146 | - | $2,146 | - | 0.0% | |
| Office expenses | $1,865 | - | $1,865 | - | 0.0% | |
| Total | $8,982,680 | 100% |
2020 · Form 990 · $10,583,051 spent · pay $14,500 · grants $10,123,243 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $10,123,243 | $10,123,243 | - | - | 95.7% | |
| Other (as described) | Participant Fees | $240,512 | - | $240,512 | - | 2.3% |
| Fees: management | $153,859 | - | $153,859 | - | 1.5% | |
| Fees: investment management | $24,752 | - | $24,752 | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $14,500 | - | $14,500 | - | 0.1% | |
| Fees: accounting | $13,320 | - | $13,320 | - | 0.1% | |
| Other (as described) | Other Expenses | $7,247 | - | $7,247 | - | 0.1% |
| Information technology | $3,100 | - | $3,100 | - | 0.0% | |
| Insurance | $1,989 | - | $1,989 | - | 0.0% | |
| Office expenses | $529 | - | $529 | - | 0.0% | |
| Total | $10,583,051 | 100% |
2019 · Form 990 · $6,610,821 spent · pay $13,000 · grants $6,191,309 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $6,191,309 | $6,191,309 | - | - | 93.7% | |
| Other (as described) | Participant Fees | $220,756 | - | $220,756 | - | 3.3% |
| Fees: management | $136,510 | - | $136,510 | - | 2.1% | |
| Fees: investment management | $19,769 | - | $19,769 | - | 0.3% | |
| Fees: accounting | $14,476 | - | $14,476 | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $13,000 | - | $13,000 | - | 0.2% | |
| Other (as described) | Other Expenses | $10,018 | - | $10,018 | - | 0.2% |
| Office expenses | $2,464 | - | $2,464 | - | 0.0% | |
| Insurance | $1,819 | - | $1,819 | - | 0.0% | |
| Information technology | $700 | - | $700 | - | 0.0% | |
| Total | $6,610,821 | 100% |
2018 · Form 990 · $6,936,321 spent · pay $11,000 · grants $6,521,243 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $6,521,243 | $6,521,243 | - | - | 94.0% | |
| Other (as described) | Participant Fees | $191,099 | - | $191,099 | - | 2.8% |
| Fees: management | $130,679 | - | $130,679 | - | 1.9% | |
| Fees: investment management | $29,105 | - | $29,105 | - | 0.4% | |
| Information technology | $24,712 | - | $24,712 | - | 0.4% | |
| Fees: accounting | $14,825 | - | $14,825 | - | 0.2% | |
| Other (as described) | Other Expenses | $11,056 | - | $11,056 | - | 0.2% |
| Pay: officers, directors, trustees, key employees | $11,000 | - | $11,000 | - | 0.2% | |
| Insurance | $1,819 | - | $1,819 | - | 0.0% | |
| Office expenses | $783 | - | $783 | - | 0.0% | |
| Total | $6,936,321 | 100% |
2017 · Form 990 · $7,881,173 spent · pay $12,000 · grants $7,422,063 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $7,422,063 | $7,422,063 | - | - | 94.2% | |
| Other (as described) | Participant Fees | $204,596 | - | $204,596 | - | 2.6% |
| Fees: management | $135,442 | - | $135,442 | - | 1.7% | |
| Fees: investment management | $58,790 | - | $58,790 | - | 0.7% | |
| Information technology | $21,530 | - | $21,530 | - | 0.3% | |
| Other (as described) | Other Expenses | $13,984 | - | $13,984 | - | 0.2% |
| Pay: officers, directors, trustees, key employees | $12,000 | - | $12,000 | - | 0.2% | |
| Fees: accounting | $10,500 | - | $10,500 | - | 0.1% | |
| Insurance | $1,816 | - | $1,816 | - | 0.0% | |
| Office expenses | $452 | - | $452 | - | 0.0% | |
| Total | $7,881,173 | 100% |
Donor-advised funds
Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.
As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
| Maintains DAFs | DAFs held | Contributions | Grants | Value at year end | Other funds held | Other contributions | Other grants | Other value at year end |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| Yes | 191 | $2,199,095 | $6,528,526 | $26,960,607 | - | - | - | - |
| 2023 · Form 990 | ||||||||
| Yes | 215 | $2,223,357 | $3,315,049 | $27,404,350 | - | - | - | - |
| 2022 · Form 990 | ||||||||
| Yes | 228 | $1,527,137 | $5,939,166 | $22,757,014 | - | - | - | - |
| 2021 · Form 990 | ||||||||
| Yes | 260 | $3,865,610 | $8,592,244 | $25,556,263 | - | - | - | - |
| 2020 · Form 990 | ||||||||
| Yes | 293 | $5,639,634 | $10,123,243 | $36,773,469 | - | - | - | - |
| 2019 · Form 990 | ||||||||
| Yes | 329 | $6,125,669 | $6,191,309 | $32,796,596 | - | - | - | - |
| 2018 · Form 990 | ||||||||
| Yes | 327 | $4,294,861 | $6,521,243 | $30,532,792 | - | - | - | - |
| 2017 · Form 990 | ||||||||
| Yes | 332 | $5,954,585 | $7,422,063 | $29,646,323 | - | - | - | - |
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