Advisors Charitable Gift Fund Inc.

990 • Fiscal year 2019 • EIN 01-0782573

Nov 01, 2018 to Oct 31, 2019 • Filed on Mar 05, 2020

Organization Profile acgfund.org

12 Gill Street No 2600Woburn, MA 01801-1729

(781) 970-5077

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

0.00x

Higher debt load relative to revenue than 4% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

-10%

Higher net margin than 16% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

$2,500

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

3.0%

Faster asset growth than 45% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

-21%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets4th percentile

Assets

$30,575,630

Up $876,215 (+3.0%) from 2018

Net Assets

$30,560,267

Up $876,118 (+3.0%) from 2018

Liabilities

$15,363

Up $97 (+0.6%) from 2018

Revenue And Expenses

Liabilities / Revenue4th percentile Net Margin16th percentile

Revenue

Down

$6,281,296

Down $1,701,241 (-21%) from 2018

Expenses

Down

$6,936,321

Down $944,852 (-12%) from 2018

Net Income

Down

-$655,025

Down $756,389 (-746%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2019

Assets$30,575,630

Liabilities$15,363

Net Assets$30,560,267

Open 2019 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2019

Revenue$6,281,296

Expenses$6,936,321

Net Income-$655,025

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Nov 1, 2018 to Oct 31, 2019
Signed: Mar 5, 2020
Return Version: 2018v3.1
Gross Receipts: $12,275,129

Mission and Program Overview

Mission

To promote charitable giving.

Balance Sheet Detail

Line	Beginning	End	Change
Assets
Investments in Publicly Traded Securities	$29,498,425	$30,381,963	▲ $883,538
Savings and Temporary Cash Investments	$147,898	$150,829	▲ $2,931
Cash and Non-Interest-Bearing Accounts	$53,092	$41,171	▼ $11,921
Prepaid Expenses and Deferred Charges	-	$1,667	-
Total Assets	$29,699,415	$30,575,630	▲ $876,215
Liabilities
Accounts Payable and Accrued Expenses	$15,266	$15,363	▲ $97
Total Liabilities	$15,266	$15,363	▲ $97
Net Assets / Fund Balance
Unrestricted Net Assets	$29,684,149	$30,560,267	▲ $876,118
Total Net Assets Fund Balance	$29,684,149	$30,560,267	▲ $876,118
Total Liabilities and Net Assets / Fund Balance	$29,699,415	$30,575,630	▲ $876,215

Compensation and Service Providers

Top Officer Pay8th percentile

Employees

Name	Title	Base	Total
Dr Diane Cooksey Kessler	Chairperson	$2,500	$2,500
Joseph Gibbons	Director	$2,500	$2,500
David A St Yves	Director	$2,000	$2,000
Ronald D Dean	Vice Chairman	$2,000	$2,000
William Hogan Jr	Director	$1,500	$1,500
Mark O'Connell	Treasurer	$1,000	$1,000

Board Members and Trustees

Name	Title
Thomas Forese Jr	President

Highest Paid Contractors

Contractor	Services	Location	Compensation
Northeast Retirement Services LLC	Donor Accounting	12 Gill Street Suite 2600, Woburn, MA 01801	$135,442

Revenue and Support

Revenue Composition

Contributions and Grants: $4,294,861
Program Service Revenue: $211,294
Investment Income: $1,775,141
Other Revenue: $0
All Other Contributions: $4,294,861
Change in Net Assets: $-655,025

Noncash Contribution Practices

Property subject to holding requirements: No
Reviewed unusual noncash gifts: No
Third parties used for noncash contributions: No

Noncash Contributions

Contribution Type	Contribution Count	Reported Amount	Valuation Method
Securities Publicly Traded	62	$1,425,611	Fair Market Value (FMV)
Total Noncash Contributions	62	$1,425,611	-

Audited Revenue Reconciliation

Revenue per Audited Statements: $6,056,870
Revenue Not Reported on Financial Statements: $224,426
Revenue Not Reported on Form 990: $1,531,143
Total Revenue per Audited Statements: $7,588,013
Total Revenue per Form 990: $6,281,296

Expenses and Functional Allocation

Major Expense Lines

Line Item	Amount
Grants and Similar Amounts Paid	$6,521,243
Other Expenses	$404,078
Salaries, Compensation, and Employee Benefits	$11,000
Professional Fundraising Fees	$0
Total Fundraising Expense	$0

Functional Expense Allocation

Line Item	Program	Management	Fundraising	Total
Grants to Domestic Orgs	$6,521,243	-	-	$6,521,243
Fees for Services Management	-	$130,679	-	$130,679
Fees for Service Investment Mgmnt Fees	-	$29,105	-	$29,105
Information Technology	-	$24,712	-	$24,712
Fees for Services Accounting	-	$14,825	-	$14,825
Other Expenses	-	$11,056	-	$11,056
Current Officers, Directors, Trustees, and Key Employees	-	$11,000	-	$11,000
Insurance	-	$1,819	-	$1,819
Office Expenses	-	$783	-	$783
Total Functional Expenses	$6,521,243	$415,078	$0	$6,936,321

Audited Expense Reconciliation

Line Item	Amount
Total Expenses per Form 990	$6,936,321
Expenses per Audited Statements	$6,711,895
Total Expenses per Audited Statements	$6,711,895
Expenses Not Reported on Financial Statements	$224,426
Expenses Not Reported on Form 990	$0

International Activity

Grant and Assistance Recipients

Recipient	Location	Category	Purpose	Amount
National Christian Foundation	Alpharetta, GA	501(c)3	General Support	$755,461
Fidelity Charitable Gift Fund	Cincinnati, OH	501(c)3	General Support	$513,955
Scholarship America Development Department	St Peter, MN	501(c)3	General Support	$433,210
MN Adult and Teen Challenge	Minneapolis, MN	501(c)3	General Support	$300,000
First Baptist Church	Victoria, TX	501(c)3	General Support	$173,607
Doylestown Health Foundation	Doylestown, PA	501(c)3	General Support	$133,500
Friends Of The Sheboygan Jaycees Inc	Sheboygan, WI	501(c)3	General Support	$125,050
Linn-Benton Community College Foundation	Albany, OR	501(c)3	General Support	$101,947
MedStar Georgetown University Hospital	Washington, DC	501(c)3	General Support	$100,000
US Grant High School of Portland Oregon Alumni Association	Portland, OR	501(c)3	General Support	$100,000
Holy Redeemer Catholic Church	Marshall, MN	501(c)3	General Support	$59,950
Impact United Methodist Church	Atlanta, GA	501(c)3	General Support	$52,500
Focus on the Family	Colorado Springs, CO	501(c)3	General Support	$51,800
Grand Rapids HQ	Grand Rapids, MI	501(c)3	General Support	$50,000
Hearts In Action International	Westerville, OH	501(c)3	General Support	$50,000
La Crescent Event Center Association	La Crescent, MN	501(c)3	General Support	$50,000
Leukemia & Lymphoma Society	Philadelphia, PA	501(c)3	General Support	$50,000
The Breast Cancer Research Foundation	New York, NY	501(c)3	General Support	$50,000
Fidelity Investments Charitable Gift Fund	Cincinnati, OH	501(c)3	General Support	$45,961
Grand Valley State University-University Development	Grand Rapids, MI	501(c)3	General Support	$45,000
Shirley Ryan Ability LAB	Chicago, IL	501(c)3	General Support	$45,000
Lake Forest Church	Huntersville, NC	501(c)3	General Support	$42,000
Harbert Community Church	Harbert, MI	501(c)3	General Support	$37,000
St Philip Presbyterian Church	Houston, TX	501(c)3	General Support	$35,500
Rockpoint Church	Lake Elmo, MN	501(c)3	General Support	$35,000
Boys and Girls Club of the Rogue Valley	Grant Pass, OR	501(c)3	General Support	$32,500
Emily Griffith Foundation	Denver, CO	501(c)3	General Support	$31,169
The New York Pops Inc	New York, NY	501(c)3	General Support	$30,000
Emerywood Baptist Church	High Point, NC	501(c)3	General Support	$28,200
SS Cyril and Methodius	Lemont, IL	501(c)3	General Support	$27,000
Musical Arts Association of the Cleveland Orchestra	Cleveland, OH	501(c)3	General Support	$26,000
Ocean Conservancy	Washington, DC	501(c)3	General Support	$25,500
CRU Inner City	Minneapolis, MN	501(c)3	General Support	$25,000
Coral Restoration Foundation Inc	Tavernier, FL	501(c)3	General Support	$25,000
Delta Delta Delta Foundation	Dallas, TX	501(c)3	General Support	$25,000
Foothills Bible Church	Littleton, CO	501(c)3	General Support	$25,000
Holy Trinity Lutheran Church	Riverton, UT	501(c)3	General Support	$25,000
Josephine Community Libraries Inc	Grants Pass, OR	501(c)3	General Support	$25,000
Morehouse College Office of Institutional Advance	Atlanta, GA	501(c)3	General Support	$25,000
SECORE International Inc	Hilliard, OH	501(c)3	General Support	$25,000
Stanford University-Development Services	Stanford, CA	501(c)3	General Support	$25,000
The Gideons International	Nashville, TN	501(c)3	General Support	$25,000
Community Foundation Of Elkhart County Inc	Elkhart, IN	501(c)3	General Support	$22,502
The Church of Jesus Christ of Latter-day Saints	Salt Lake City, UT	501(c)3	General Support	$22,000
Dana Farber - Cancer Institute	Brookline, MA	501(c)3	General Support	$20,000
Efca	Minneapolis, MN	501(c)3	General Support	$20,000
First Baptist Church Lancaster	Lancaster, OH	501(c)3	General Support	$20,000
Heritage Baptist Church	Canal Winchester, OH	501(c)3	General Support	$20,000
International FOP Association	North Kansas City, MO	501(c)3	General Support	$20,000
Mn Adult & Teen Challenge	Minneapolis, MN	501(c)3	General Support	$20,000
New Life Academy	Woodbury, MN	501(c)3	General Support	$20,000
Save Their Smiles	Bothell, WA	501(c)3	General Support	$20,000
Turimiquire Foundation	Cambridge, MA	501(c)3	General Support	$20,000
United Way of Greater High Point	High Point, NC	501(c)3	General Support	$20,000
Virginia Tech Foundation Inc	Blacksburg, VA	501(c)3	General Support	$19,400
Fulcrum Foundation	Seattle, WA	501(c)3	General Support	$18,128
Immaculate Heart Retreat Center	Spokane, WA	501(c)3	General Support	$18,128
Gideons International	Nashville, TN	501(c)3	General Support	$17,845
Walk in the Light International	Port Orchard, WA	501(c)3	General Support	$17,500
American Congregational Association	Boston, MA	501(c)3	General Support	$17,000
City of Kiowa	Kiowa, KS	501(c)3	General Support	$17,000
By the Hand Club for Kids	Chicago, IL	501(c)3	General Support	$15,500
Arundel Lodge Behavioral Health Center	Edgewater, MD	501(c)3	General Support	$15,000
Childrens Brain Tumor Foundation	New York, NY	501(c)3	General Support	$15,000
Christ Church of Hamilton Wenham	South Hamilton, MA	501(c)3	General Support	$15,000
Cru	Orlando, FL	501(c)3	General Support	$15,000
High Point University	High Point, NC	501(c)3	General Support	$15,000
Ocean Reef Community Foundation Inc	Key Largo, FL	501(c)3	General Support	$15,000
Operation Food Search	St Louis, MO	501(c)3	General Support	$15,000
Peace Evangelical Lutheran Church	South Haven, MI	501(c)3	General Support	$15,000
St James Lutheran Church	Lake Forest, IL	501(c)3	General Support	$15,000
Trinity Lutheran Church FBO Legacy of Learning	Waconia, MN	501(c)3	General Support	$15,000
Supplies Overseas	Louisville, KY	501(c)3	General Support	$14,500
Hands of Peace	Glenview, IL	501(c)3	General Support	$14,000
National Honor Band Association	Denver, CO	501(c)3	General Support	$13,500
Catholic Foreign Mission Society of America Inc	Maryknoll, NY	501(c)3	General Support	$13,449
West Ridge Academy	West Jordan, UT	501(c)3	General Support	$13,251
South Park Church	Park Ridge, IL	501(c)3	General Support	$13,200
East Gate Ministries	St Paul, MN	501(c)3	General Support	$13,000
New Life Church	Louisville, KY	501(c)3	General Support	$13,000
Rocky Mountain Repertory Theatre	Grand Lake, CO	501(c)3	General Support	$13,000
Groves Academy	St Louis Park, MN	501(c)3	General Support	$12,500
The Nick Wilson Charitable Group	Portland, OR	501(c)3	General Support	$12,500
Doctors Without Borders USA	New York, NY	501(c)3	General Support	$12,250
Grace Presbyterian Church of the North Shore	Winnetka, IL	501(c)3	General Support	$12,000
Heart of West Michigan United Way	Grand Rapids, MI	501(c)3	General Support	$12,000
Lawndale Baptist Church	Greensboro, NC	501(c)3	General Support	$12,000
Wesleyan Christian Academy	High Point, NC	501(c)3	General Support	$12,000
Lakeview Fellowship	Fort Worth, TX	501(c)3	General Support	$11,400
Doctors without Borders	New York, NY	501(c)3	General Support	$11,250
The Salvation Army of High Point	High Point, NC	501(c)3	General Support	$11,125
Agnesian Healthcare Foundation Inc	Fond Du Lac, WI	501(c)3	General Support	$11,000
ABLE Inc	Caledonia, MN	501(c)3	General Support	$10,000
ALS Therapy Development Institute	Cambridge, MA	501(c)3	General Support	$10,000
ALSAC St Jude Tampa Office	Tampa, FL	501(c)3	General Support	$10,000
Baxter Community Center	Grand Rapids, MI	501(c)3	General Support	$10,000
Boston University-Gifts and Records	Boston, MA	501(c)3	General Support	$10,000
Brain & Behavior Research Foundation	New York, NY	501(c)3	General Support	$10,000
Brain Research Foundation	Chicago, IL	501(c)3	General Support	$10,000
Brigham and Womens Hospital	Boston, MA	501(c)3	General Support	$10,000
Camp Shamineau	Motley, MN	501(c)3	General Support	$10,000
Clear Blue Sea	San Diego, CA	501(c)3	General Support	$10,000
David C Cook Global	Colorado Springs, CO	501(c)3	General Support	$10,000
Eagle Brook Church	Centerville, MN	501(c)3	General Support	$10,000
First Baptist Church of Burlington NC	Burlington, NC	501(c)3	General Support	$10,000
First United Methodist Church of Walnut Ridge	Walnut Ridge, AR	501(c)3	General Support	$10,000
Geauga Humane SocietyRescue Village	Novelty, OH	501(c)3	General Support	$10,000
Habitat for Humanity	Grand Rapids, MI	501(c)3	General Support	$10,000
Healing Haiti	Champlin, MN	501(c)3	General Support	$10,000
JDRF Rocky Mountain	Denver, CO	501(c)3	General Support	$10,000
King of Kings Lutheran Church	Chesterfield, MO	501(c)3	General Support	$10,000
Lakes Life Care Center for Women	Forest Lake, MN	501(c)3	General Support	$10,000
Mary Mother of the Redeemer Catholic Church	North Wales, PA	501(c)3	General Support	$10,000
Mary Queen of the Apostles	Salem, MA	501(c)3	General Support	$10,000
Missouri Botanical Garden	St Louis, MO	501(c)3	General Support	$10,000
Motorcycle Relief Project	Evergreen, CO	501(c)3	General Support	$10,000
Novo	Anaheim, CA	501(c)3	General Support	$10,000
One Body One Hope	Sioux Center, IA	501(c)3	General Support	$10,000
Portland Youth Philharmonic Association	Portland, OR	501(c)3	General Support	$10,000
Sanctuary for Families	New York, NY	501(c)3	General Support	$10,000
Santa Clara University	Santa Clara, CA	501(c)3	General Support	$10,000
Second Harvest Heartland	St Paul, MN	501(c)3	General Support	$10,000
South City Church Plant Inc	St Louis, MO	501(c)3	General Support	$10,000
St Andrews Presbyterian Church	Beulah, MI	501(c)3	General Support	$10,000
St Johns UCC-Rev Edward R Krueger	Sheboygan, WI	501(c)3	General Support	$10,000
St Joseph Indian School	Chamberlain, SD	501(c)3	General Support	$10,000
Tabor Children Service Inc	Philadelphia, PA	501(c)3	General Support	$10,000
The Crossnore School & Children's Home	Crossnore, NC	501(c)3	General Support	$10,000
The University of Tennessee Foundation	Knoxville, TN	501(c)3	General Support	$10,000
Wake Forest Baptist Medical Center	WinstonSalem, NC	501(c)3	General Support	$10,000
Willamette Falls Symphony	Oregon City, OR	501(c)3	General Support	$10,000
Young Americas Foundation	Reston, VA	501(c)3	General Support	$10,000
The Church of Jesus Christ of Latter Day Saints	Salt Lake City, UT	501(c)3	General Support	$9,400
The Mission Church	Urbandale, IA	501(c)3	General Support	$9,100
Blessings International	Broken Arrow, OK	501(c)3	General Support	$9,000
St Benedict Catholic Church	Seattle, WA	501(c)3	General Support	$8,771
Ada Bible Church	Ada, MI	501(c)3	General Support	$8,400
North Clackamas Education Foundation	Clackamas, OR	501(c)3	General Support	$8,000
Washington College	Chestertown, MD	501(c)3	General Support	$8,000
Bridgeways	Everett, WA	501(c)3	General Support	$7,500
Jewish Community Federation Of S F Marin Peninsula & Sonoma Counties	San Francisco, CA	501(c)3	General Support	$7,500
Jewish National Fund	New York, NY	501(c)3	General Support	$7,500
Larkin Street Youth Services	San Francisco, CA	501(c)3	General Support	$7,500
Oshman Family Jewish Community Center	Palo Alto, CA	501(c)3	General Support	$7,500
Saint Louis Zoo Foundation	St Louis, MO	501(c)3	General Support	$7,500
The Darrow School	New Lebanon, NY	501(c)3	General Support	$7,500
The Health Trust	San Jose, CA	501(c)3	General Support	$7,500
Valleydale Baptist Church	Birmingham, AL	501(c)3	General Support	$7,500
Marksville Baptist Church	Marksville, LA	501(c)3	General Support	$7,000
Pewee Valley Presbyterian Church	Pewee Valley, KY	501(c)3	General Support	$7,000
Southwest Initiative Foundation	Hutchinson, MN	501(c)3	General Support	$7,000
Teen Hope Ministries	Rochester, MN	501(c)3	General Support	$7,000
University Of Nebraska Foundation	Omaha, NE	501(c)3	General Support	$7,000
Congregation B'nai Jeshurun	Des Moines, IA	501(c)3	General Support	$6,979
Homeward Pet Adoption Center	Woodinville, WA	501(c)3	General Support	$6,500
Illinois Symphony Orchestra	Springfield, IL	501(c)3	General Support	$6,500
Salvation Army	Wauwatosa, WI	501(c)3	General Support	$6,500
Wounded Warrior Project	Topeka, KS	501(c)3	General Support	$6,500
St Cecilia Parish	Beaverton, OR	501(c)3	General Support	$6,400
Whites Chapel United Methodist Church	Southlake, TX	501(c)3	General Support	$6,300
Shriners Hospitals for Children	Los Angelse, CA	501(c)3	General Support	$6,275
Smile Train	New York, NY	501(c)3	General Support	$6,250
St Jude Childrens Research Hospital	Memphis, TN	501(c)3	General Support	$6,250
First Baptist Church of East Aurora	East Aurora, NY	501(c)3	General Support	$6,150
Destiny Church	Leesburg, VA	501(c)3	General Support	$6,129
Boulder Valley Humane Society	Boulder, CO	501(c)3	General Support	$6,000
Catman-2 Inc	Cullowhee, NC	501(c)3	General Support	$6,000
Colorado Animal Rescue Express (CARE)	Englewood, CO	501(c)3	General Support	$6,000
First Baptist Church Covington	Covington, LA	501(c)3	General Support	$6,000
Gethsemane Lutheran Church	Hopkins, MN	501(c)3	General Support	$6,000
Good Mews Animal Foundation Inc	Marietta, GA	501(c)3	General Support	$6,000
Jewish Federation of South Palm Beach County	Boca Raton, FL	501(c)3	General Support	$6,000
Trinity Lutheran Church	Enumclaw, WA	501(c)3	General Support	$6,000
Main Street United Methodist Church	Kernersville, NC	501(c)3	General Support	$5,750
First Baptist Church of Asheville	Ashville, NC	501(c)3	General Support	$5,625
Pinellas Education Foundation	Largo, FL	501(c)3	General Support	$5,550
Brian Higgins Foundation	Somerville, MA	501(c)3	General Support	$5,500
St John Vianney High School	Kirkwood, MO	501(c)3	General Support	$5,500
Faith Lutheran Church	Golden, CO	501(c)3	General Support	$5,400
Mercy Corps	Prescott, AZ	501(c)3	General Support	$5,250
Park Ridge Presbyterian Church	Park Ridge, IL	501(c)3	General Support	$5,200
Anti-Defamation League	New York, NY	501(c)3	General Support	$5,000
Appalachian Regional Health Care Foundation	Boone, NC	501(c)3	General Support	$5,000
Autism Society of Minnesota	St Paul, MN	501(c)3	General Support	$5,000
Beat the Streets	Chicago, IL	501(c)3	General Support	$5,000
Big Brothers Big Sisters Independence	Philadelphia, PA	501(c)3	General Support	$5,000
Bridge Community Church	Long Island City, NY	501(c)3	General Support	$5,000
C5 Youth Foundation of Georgia Inc	Atlanta, GA	501(c)3	General Support	$5,000
Cade	Eden Prairie, MN	501(c)3	General Support	$5,000
Call of Love Ministeries	Cincinatti, OH	501(c)3	General Support	$5,000
Central Fund of Israel	Cedarhurst, NY	501(c)3	General Support	$5,000
Children of the Promise	Prinsburg, MN	501(c)3	General Support	$5,000
Chris 180	Atlanta, GA	501(c)3	General Support	$5,000
Discovering Justice	Boston, MA	501(c)3	General Support	$5,000
Doylestown Presbyterian Church	Doylestown, PA	501(c)3	General Support	$5,000
Fellowship of Catholic University Students	Genesee, CO	501(c)3	General Support	$5,000
Forest Grove United Church of Christ	Forest Grove, OR	501(c)3	General Support	$5,000
Frederik Meijer Gardens & Sculpture Park	Grand Rapids, MI	501(c)3	General Support	$5,000
Free Chapel	Gainesville, GA	501(c)3	General Support	$5,000
Friends of Jackson County Library	Jackson, MN	501(c)3	General Support	$5,000
Future Foundation	East Point, GA	501(c)3	General Support	$5,000
Gateway Greening Inc	St Louis, MO	501(c)3	General Support	$5,000
Girl Scouts San Diego	San Diego, CA	501(c)3	General Support	$5,000
Girl Up at United Nations Foundation	Washington, DC	501(c)3	General Support	$5,000
Graafschap Christian Reformed Church	Holland, MI	501(c)3	General Support	$5,000
Habitat for Humanity International Inc	Americus, GA	501(c)3	General Support	$5,000
Habitat for Humanity St Louis	Saint Louis, MO	501(c)3	General Support	$5,000
Historic Fair Hill Inc	Philadelphia, PA	501(c)3	General Support	$5,000
Humane Society Silicon Valley	Milpitas, CA	501(c)3	General Support	$5,000
Immanuel Lutheran Church FBO Joyful Journey's	Spirit Lake, IA	501(c)3	General Support	$5,000
Inner City Christian Federation	Grand Rapids, MI	501(c)3	General Support	$5,000
Johns Hopkins All Childrens Hospital	St Petersburg, FL	501(c)3	General Support	$5,000
Liberty Classical Academy	White Bear Lake, MN	501(c)3	General Support	$5,000
Mass General Hospital Blood Transfusion Services	Boston, MA	501(c)3	General Support	$5,000
Monte Vista Presbyterian Church	Newbury Park, CA	501(c)3	General Support	$5,000
North Carolina Outward Bound School	Asheville, NC	501(c)3	General Support	$5,000
North Carolina Stage Company	Asheville, NC	501(c)3	General Support	$5,000
Orphanos	Cordova, TN	501(c)3	General Support	$5,000
Our Lady of Victory Parish	Seaside, OR	501(c)3	General Support	$5,000
Pediatric Brain Tumor Foundation	Asheville, NC	501(c)3	General Support	$5,000
Philabundance	Philadelphia, PA	501(c)3	General Support	$5,000
Pride in the Tiger Foundation	Marshall, MN	501(c)3	General Support	$5,000
Project Heal	Douglaston, NY	501(c)3	General Support	$5,000
Providence Hospice and Home Care of Snohomish County	Everett, WA	501(c)3	General Support	$5,000
Ready Willing & Able Philadelphia Inc	Philadelphia, PA	501(c)3	General Support	$5,000
Rescue Mission of Trenton	Trenton, NJ	501(c)3	General Support	$5,000
Sacred Heart Schools Atherton	Atherton, CA	501(c)3	General Support	$5,000
Sandridge First Baptist Church	Ridgeville, SC	501(c)3	General Support	$5,000
Stoutsburg Sourland African American Museum	Hopewell, NJ	501(c)3	General Support	$5,000
Task	Trenton, NJ	501(c)3	General Support	$5,000
The ARC Minnesota	St Paul, MN	501(c)3	General Support	$5,000
The Autism Recovery Foundation	Minneapolis, MN	501(c)3	General Support	$5,000
The Board of Trustees of the Leland Stanford Junior University	Stanford, CA	501(c)3	General Support	$5,000
The Kramer Foundation	Alpine, NY	501(c)3	General Support	$5,000
The Sparky Foundation	Trinity, NC	501(c)3	General Support	$5,000
U S Committee For Refugees And Immigrants Inc	Arlington, VA	501(c)3	General Support	$5,000
Vision Health International	Grand Junction, CO	501(c)3	General Support	$5,000
Warner Pacific University	Portland, OR	501(c)3	General Support	$5,000
Wheaton College	Norton, MA	501(c)3	General Support	$5,000
Windom Area Hospital Foundation Inc	Windom, MN	501(c)3	General Support	$5,000
Young Life	Colorado Springs, CO	501(c)3	General Support	$5,000
Zonta Club Of Grants Pass Oregon Foundation	Grants Pass, OR	501(c)3	General Support	$5,000

Fundraising, Events, and Gaming

Fundraising activities: No
Gaming activities: No
Professional fundraiser used: No

Fundraising and Gaming Totals

Line Item	Amount
Professional Fundraising Fees	$0

Political and Lobbying Activity

Political campaign activity: No
Lobbying activity: No
Subject to proxy tax: No

Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant: No
Annual disclosure for covered persons: Yes
Audit committee: Yes
Backup withholding compliance: Yes
Business relationship with family members: No
Business relationship with organization members: No
Material changes to governing documents: No
Compensation from other sources disclosed: No
CEO compensation reviewed: No
Other officer compensation reviewed: No
Conflict-of-interest policy: Yes
Audited financial statements prepared: No
Key decisions subject to board approval: No
Management duties delegated: Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

“Advisors 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 11B

“The Organization's Chief Financial Officer reviews and signs the Form 990.”

Form 990, Part VI, Section B, line 12C

“Compliance 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 15

“The Organization's top Management Official and other officers are not compensated by the Organization.”

Form 990, Part VI, Section C, line 19

“Governing Documents Disclosure Explaination: No documents available to the public.”

Filing and Contact Details

Filer

Filer Name: Advisors Charitable Gift Fund
EIN: 01-0782573
Phone: 7819705077
Address: 12 Gill Street No 2600, Woburn, MA 01801-1729

Signing Officer

Name: Christopher T Ellis
Title: Vice President & CFO
Phone: 7819705020
Signed: 2020-03-05
Discuss with paid preparer: Yes

Organization Details

Principal Officer: Thomas Forese Jr
Formed: 2003
Legal Domicile: Ma
Voting Board Members: 7
Independent Board Members: 7
Employees: 0
Volunteers: 0

Preparer

Firm: Berry Dunn McNeil & Parker LLC
Address: PO Box 1100, Portland, ME 04104-1100
Preparer: Barbara J McGuan CPA
Phone: 2077752387

Raw XML AppendixShowing 400 of 2,612 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
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IRS990/ActivitiesConductedPrtshpInd	0	0
IRS990/ActivityOrMissionDesc	0	To promote charitable giving.
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IRS990/AnnualDisclosureCoveredPrsnInd	0	1
IRS990/AuditCommitteeInd	0	1
IRS990/BackupWthldComplianceInd	0	1
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	Christopher T Ellis
IRS990/BooksInCareOfDetail/PhoneNum	0	7819705077
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	3	0
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	5	0
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt	6	0
IRS990/Form990PartVIISectionAGrp/PersonNm	0	Dr Diane Cooksey Kessler
IRS990/Form990PartVIISectionAGrp/PersonNm	1	Ronald D Dean
IRS990/Form990PartVIISectionAGrp/PersonNm	2	Mark O'Connell
IRS990/Form990PartVIISectionAGrp/PersonNm	3	Joseph Gibbons
IRS990/Form990PartVIISectionAGrp/PersonNm	4	David A St Yves
IRS990/Form990PartVIISectionAGrp/PersonNm	5	William Hogan Jr
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt	0	2500
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IRS990/Form990PartVIISectionAGrp/TitleTxt	3	Director
IRS990/Form990PartVIISectionAGrp/TitleTxt	4	Director
IRS990/Form990PartVIISectionAGrp/TitleTxt	5	Director
IRS990/Form990PartVIISectionAGrp/TitleTxt	6	President
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IRS990/GrantsToOrganizationsInd	0	1
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt	0	6498102
IRS990/GrossReceiptsAmt	0	12275129
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IRS990/InfoInScheduleOPartVIInd	0	X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt	0	24712
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IRS990/InsuranceGrp/ManagementAndGeneralAmt	0	1819
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IRS990/IRPDocumentCnt	0	7
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IRS990/LoanOutstandingInd	0	0
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IRS990/LocalChaptersInd	0	0
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IRS990/MembersOrStockholdersInd	0	0
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IRS990/MinutesOfCommitteesInd	0	1
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IRS990ScheduleI/RecipientTable/CashGrantAmt	38	25000
IRS990ScheduleI/RecipientTable/CashGrantAmt	39	25000
IRS990ScheduleI/RecipientTable/CashGrantAmt	40	25000
IRS990ScheduleI/RecipientTable/CashGrantAmt	41	25000
IRS990ScheduleI/RecipientTable/CashGrantAmt	42	22502
IRS990ScheduleI/RecipientTable/CashGrantAmt	43	22000
IRS990ScheduleI/RecipientTable/CashGrantAmt	44	20000
IRS990ScheduleI/RecipientTable/CashGrantAmt	45	20000
IRS990ScheduleI/RecipientTable/CashGrantAmt	46	20000
IRS990ScheduleI/RecipientTable/CashGrantAmt	47	20000
IRS990ScheduleI/RecipientTable/CashGrantAmt	48	20000
IRS990ScheduleI/RecipientTable/CashGrantAmt	49	20000
IRS990ScheduleI/RecipientTable/CashGrantAmt	50	20000
IRS990ScheduleI/RecipientTable/CashGrantAmt	51	20000
IRS990ScheduleI/RecipientTable/CashGrantAmt	52	20000
IRS990ScheduleI/RecipientTable/CashGrantAmt	53	20000
IRS990ScheduleI/RecipientTable/CashGrantAmt	54	19400
IRS990ScheduleI/RecipientTable/CashGrantAmt	55	18128
IRS990ScheduleI/RecipientTable/CashGrantAmt	56	18128
IRS990ScheduleI/RecipientTable/CashGrantAmt	57	17845
IRS990ScheduleI/RecipientTable/CashGrantAmt	58	17500
IRS990ScheduleI/RecipientTable/CashGrantAmt	59	17000
IRS990ScheduleI/RecipientTable/CashGrantAmt	60	17000
IRS990ScheduleI/RecipientTable/CashGrantAmt	61	15500
IRS990ScheduleI/RecipientTable/CashGrantAmt	62	15000
IRS990ScheduleI/RecipientTable/CashGrantAmt	63	15000
IRS990ScheduleI/RecipientTable/CashGrantAmt	64	15000
IRS990ScheduleI/RecipientTable/CashGrantAmt	65	15000
IRS990ScheduleI/RecipientTable/CashGrantAmt	66	15000
IRS990ScheduleI/RecipientTable/CashGrantAmt	67	15000
IRS990ScheduleI/RecipientTable/CashGrantAmt	68	15000
IRS990ScheduleI/RecipientTable/CashGrantAmt	69	15000
IRS990ScheduleI/RecipientTable/CashGrantAmt	70	15000
IRS990ScheduleI/RecipientTable/CashGrantAmt	71	15000
IRS990ScheduleI/RecipientTable/CashGrantAmt	72	14500
IRS990ScheduleI/RecipientTable/CashGrantAmt	73	14000
IRS990ScheduleI/RecipientTable/CashGrantAmt	74	13500
IRS990ScheduleI/RecipientTable/CashGrantAmt	75	13449
IRS990ScheduleI/RecipientTable/CashGrantAmt	76	13251
IRS990ScheduleI/RecipientTable/CashGrantAmt	77	13200
IRS990ScheduleI/RecipientTable/CashGrantAmt	78	13000
IRS990ScheduleI/RecipientTable/CashGrantAmt	79	13000
IRS990ScheduleI/RecipientTable/CashGrantAmt	80	13000
IRS990ScheduleI/RecipientTable/CashGrantAmt	81	12500
IRS990ScheduleI/RecipientTable/CashGrantAmt	82	12500
IRS990ScheduleI/RecipientTable/CashGrantAmt	83	12250
IRS990ScheduleI/RecipientTable/CashGrantAmt	84	12000
IRS990ScheduleI/RecipientTable/CashGrantAmt	85	12000
IRS990ScheduleI/RecipientTable/CashGrantAmt	86	12000
IRS990ScheduleI/RecipientTable/CashGrantAmt	87	12000
IRS990ScheduleI/RecipientTable/CashGrantAmt	88	11400
IRS990ScheduleI/RecipientTable/CashGrantAmt	89	11250
IRS990ScheduleI/RecipientTable/CashGrantAmt	90	11125
IRS990ScheduleI/RecipientTable/CashGrantAmt	91	11000
IRS990ScheduleI/RecipientTable/CashGrantAmt	92	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	93	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	94	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	95	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	96	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	97	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	98	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	99	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	100	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	101	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	102	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	103	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	104	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	105	10000
IRS990ScheduleI/RecipientTable/CashGrantAmt	106	10000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing

Assets: $30,575,630
Liabilities: $15,363
Net assets: $30,560,267
Revenue: $6,281,296
Expenses: $6,936,321
Net income: -$655,025

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$27.4	$0.02	$27.4	$3.54	$3.65	$0.11
2023Detailed filing. Detailed filing data is available for this year.	$22.8	$0.02	$22.7	$3.36	$6.29	$2.93
2022Detailed filing. Detailed filing data is available for this year.	$25.6	$0.01	$25.5	$6.29	$8.98	$2.69
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.	$36.8	$0.01	$36.8	$9.17	$10.6	$1.41
2020Detailed filing. Detailed filing data is available for this year.	$32.8	$0.02	$32.8	$8.70	$6.61	$2.09
2019Detailed filing. Detailed filing data is available for this year.	$30.6	$0.02	$30.6	$6.28	$6.94	$0.66
2018Detailed filing. Detailed filing data is available for this year.	$29.7	$0.02	$29.7	$7.98	$7.88	$0.10
2017Summary only. Only limited summary data is available for this year.	$31.0	$0.00	$31.0	$15.9	$7.18	$8.73
2016Summary only. Only limited summary data is available for this year.	$20.0	$0.01	$20.0	$13.4	$3.51	$9.85
2015Summary only. Only limited summary data is available for this year.	$9.98	$0.01	$9.97	$5.04	$2.00	$3.04
2014Summary only. Only limited summary data is available for this year.	$7.95	$0.01	$7.94	$1.45	$1.31	$0.13
2013Summary only. Only limited summary data is available for this year.	$7.64	$0.04	$7.60	$2.39	$1.00	$1.39
2012Summary only. Only limited summary data is available for this year.	$5.69	$0.01	$5.67	$3.04	$2.16	$0.89
2011Summary only. Only limited summary data is available for this year.	$4.37	$0.01	$4.36	$1.66	$1.14	$0.52