Civic Intelligence

Advisors Charitable Gift Fund Inc.

990 • Fiscal year 2020 • EIN 01-0782573

Nov 01, 2019 to Oct 31, 2020 • Filed on Feb 25, 2021

Organization Profileacgfund.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.

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

4th percentile

0.00x

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

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

8th percentile

$2,500

Higher top officer pay than 8% of similar nonprofits.

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

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

51st percentile

7.3%

Faster asset growth than 51% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

86th percentile

38%

Faster revenue growth than 86% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$32,805,217

Up $2,229,587 (+7.3%) from 2019

Net Assets

Up

$32,789,239

Up $2,228,972 (+7.3%) from 2019

Liabilities

Up

$15,978

Up $615 (+4.0%) from 2019

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin80th percentile

Revenue

Up

$8,696,195

Up $2,414,899 (+38%) from 2019

Expenses

Down

$6,610,821

Down $325,500 (-4.7%) from 2019

Net Income

Up

$2,085,374

Up $2,740,399 (+418%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$40M$30M$20M$10M$0Assets 2011: $4,374,129Liabilities 2011: $12,373Net Assets 2011: $4,361,7562011Assets 2012: $5,688,524Liabilities 2012: $14,839Net Assets 2012: $5,673,6852012Assets 2013: $7,640,473Liabilities 2013: $43,323Net Assets 2013: $7,597,1502013Assets 2014: $7,951,195Liabilities 2014: $10,284Net Assets 2014: $7,940,9112014Assets 2015: $9,976,354Liabilities 2015: $9,533Net Assets 2015: $9,966,8212015Assets 2016: $20,010,213Liabilities 2016: $11,621Net Assets 2016: $19,998,5922016Assets 2017: $31,000,606Liabilities 2017: $2,636Net Assets 2017: $30,997,9702017Assets 2018: $29,699,415Liabilities 2018: $15,266Net Assets 2018: $29,684,1492018Assets 2019: $30,575,630Liabilities 2019: $15,363Net Assets 2019: $30,560,2672019Assets 2020: $32,805,217Liabilities 2020: $15,978Net Assets 2020: $32,789,2392020Assets 2021: $36,774,132Liabilities 2021: $14,721Net Assets 2021: $36,759,4112021Assets 2022: $25,560,118Liabilities 2022: $11,561Net Assets 2022: $25,548,5572022Assets 2023: $22,766,067Liabilities 2023: $23,630Net Assets 2023: $22,742,4372023Assets 2024: $27,413,364Liabilities 2024: $18,222Net Assets 2024: $27,395,1422024

Highlighted filing

2020

Assets$32,805,217
Liabilities$15,978
Net Assets$32,789,239
Open 2020 Filing

Operations Trend

Revenue Growth86th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,655,795Expenses 2011: $1,138,007Net Income 2011: $517,7882011Revenue 2012: $3,043,661Expenses 2012: $2,155,318Net Income 2012: $888,3432012Revenue 2013: $2,393,423Expenses 2013: $1,003,571Net Income 2013: $1,389,8522013Revenue 2014: $1,447,129Expenses 2014: $1,313,378Net Income 2014: $133,7512014Revenue 2015: $5,035,454Expenses 2015: $1,999,080Net Income 2015: $3,036,3742015Revenue 2016: $13,361,199Expenses 2016: $3,510,711Net Income 2016: $9,850,4882016Revenue 2017: $15,914,050Expenses 2017: $7,179,646Net Income 2017: $8,734,4042017Revenue 2018: $7,982,537Expenses 2018: $7,881,173Net Income 2018: $101,3642018Revenue 2019: $6,281,296Expenses 2019: $6,936,321Net Income 2019: -$655,0252019Revenue 2020: $8,696,195Expenses 2020: $6,610,821Net Income 2020: $2,085,3742020Revenue 2021: $9,174,823Expenses 2021: $10,583,051Net Income 2021: -$1,408,2282021Revenue 2022: $6,290,034Expenses 2022: $8,982,680Net Income 2022: -$2,692,6462022Revenue 2023: $3,358,988Expenses 2023: $6,285,928Net Income 2023: -$2,926,9402023Revenue 2024: $3,537,730Expenses 2024: $3,650,519Net Income 2024: -$112,7892024

Highlighted filing

2020

Revenue$8,696,195
Expenses$6,610,821
Net Income$2,085,374
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Feb 25, 2021
Return Version
2019v5.2
Gross Receipts
$13,793,620
Mission and Program Overview

Mission

To promote charitable giving.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$30,381,963$32,631,060▲ $2,249,097
Savings and Temporary Cash Investments$150,829$165,536▲ $14,707
Cash and Non-Interest-Bearing Accounts$41,171$6,954▼ $34,217
Prepaid Expenses and Deferred Charges$1,667$1,667→ $0
Total Assets$30,575,630$32,805,217▲ $2,229,587
Liabilities
Accounts Payable and Accrued Expenses$15,363$15,978▲ $615
Total Liabilities$15,363$15,978▲ $615
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$30,560,267$32,789,239▲ $2,228,972
Total Net Assets Fund Balance$30,560,267$32,789,239▲ $2,228,972
Total Liabilities and Net Assets / Fund Balance$30,575,630$32,805,217▲ $2,229,587
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleBaseTotal
Dr Diane Cooksey KesslerChairperson$2,500$2,500
Joseph GibbonsDirector$2,500$2,500
David A St YvesDirector$2,000$2,000
Ronald D DeanVice Chairman$1,500$1,500
William Hogan JrDirector$1,500$1,500
Mark O'ConnellTreasurer$1,000$1,000

Board Members and Trustees

NameTitle
Thomas Forese JrPast President
Christopher HulsePresident
Kenneth G Y GrantDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Northeast Retirement Services LLCDonor Accounting12 Gill Street Suite 2600, Woburn, MA 01801$130,300
Revenue and Support

Revenue Composition

Contributions and Grants
$6,125,669
Program Service Revenue
$233,157
Investment Income
$2,337,369
Other Revenue
$0
All Other Contributions
$6,125,669
Change in Net Assets
$2,085,374

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded137$2,533,652Fair Market Value (FMV)
Total Noncash Contributions137$2,533,652-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,446,646
Revenue Not Reported on Financial Statements
$249,549
Revenue Not Reported on Form 990
$143,598
Total Revenue per Audited Statements
$8,590,244
Total Revenue per Form 990
$8,696,195
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,191,309
Other Expenses$406,512
Salaries, Compensation, and Employee Benefits$13,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,191,309--$6,191,309
Fees for Services Management-$136,510-$136,510
Fees for Service Investment Mgmnt Fees-$19,769-$19,769
Fees for Services Accounting-$14,476-$14,476
Current Officers, Directors, Trustees, and Key Employees-$13,000-$13,000
Other Expenses-$10,018-$10,018
Office Expenses-$2,464-$2,464
Insurance-$1,819-$1,819
Information Technology-$700-$700
Total Functional Expenses$6,191,309$419,512$0$6,610,821

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,610,821
Expenses per Audited Statements$6,361,272
Total Expenses per Audited Statements$6,361,272
Expenses Not Reported on Financial Statements$249,549
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Renaissance Charitable FoundationIndianapolis, IN501(c)(3)General Support$858,278
Scholarship AmericaSt Peter, MN501(c)(3)General Support$405,650
American Endowment FoundationHudson, OH501(c)(3)General Support$339,730
Doylestown Health FoundationDoylestown, PA501(c)(3)General Support$175,000
Northwestern CollegeOrange City, IA501(c)(3)General Support$101,200
Bridgerland Community Ice ArenaNorth Logan, UT501(c)(3)General Support$89,500
Culinary Hospitality Outreach and Wellness INCDenver, CO501(c)(3)General Support$62,000
The Board of Trustees of the Leland Stanford Junior UniversityStanford, CA501(c)(3)General Support$60,300
New Hope Evangelical Free ChurchOrange City, IA501(c)(3)General Support$56,000
Focus on the FamilyColorado Springs, CO501(c)(3)General Support$53,300
Black Girls Code IncSan Francisco, CA501(c)(3)General Support$50,000
Cache Community Food PantryLogan, UT501(c)(3)General Support$50,000
Harbert Community ChurchHarbert, MI501(c)(3)General Support$50,000
Impact United Methodist ChurchAtlanta, GA501(c)(3)General Support$50,000
Lake Forest ChurchHuntersville, NC501(c)(3)General Support$50,000
MN Adult and Teen ChallengeMinneapolis, MN501(c)(3)General Support$50,000
Rockpoint ChurchLake Elmo, MN501(c)(3)General Support$50,000
Trinity Baptist ChurchLake Charles, LA501(c)(3)General Support$45,200
The Lambs ChapelBurlington, NC501(c)(3)General Support$44,000
Destiny ChurchLeesburg, VA501(c)(3)General Support$43,480
Citizens Against Physical And Sexual Abuse IncLogan, UT501(c)(3)General Support$40,000
St Peter Catholic ChurchKirkwood, MO501(c)(3)General Support$40,000
Khesed Wellness A Colorado Nonprofit CorporationEdgewater, CO501(c)(3)General Support$35,000
The Church of Jesus Christ of Latter Day SaintsSalt Lake City, UT501(c)(3)General Support$34,913
American Congregational AssociationBoston, MA501(c)(3)General Support$34,000
Boys and Girls Club of the Rogue ValleyGrant Pass, OR501(c)(3)General Support$30,000
First Baptist Church LancasterLancaster, OH501(c)(3)General Support$30,000
Jeremiah ProgramMinneapolis, MN501(c)(3)General Support$30,000
Mackintosh AcademyLittleton, CO501(c)(3)General Support$30,000
Sos International IncLouisville, KY501(c)(3)General Support$30,000
Trinity Lutheran ChurchWaconia, MN501(c)(3)General Support$30,000
New Life Academy Educational Foundation IncWoodbury, MN501(c)(3)General Support$26,000
Holy Redeemer Catholic ChurchMarshall, MN501(c)(3)General Support$25,800
Animal Legal Defense FundCotati, CA501(c)(3)General Support$25,000
Baxter Community CenterGrand Rapids, MI501(c)(3)General Support$25,000
Granger Community ChurchGranger, IN501(c)(3)General Support$25,000
Josephine County Library Foundation IncGrants Pass, OR501(c)(3)General Support$25,000
Keystone Research CenterHarrisburg, PA501(c)(3)General Support$25,000
Mayer Lutheran High SchoolMayer, MN501(c)(3)General Support$25,000
Morehouse College Office of Institutional AdvanceAtlanta, GA501(c)(3)General Support$25,000
Shirley Ryan Ability LABChicago, IL501(c)(3)General Support$25,000
St Mary Catholic SchoolLittleton, CO501(c)(3)General Support$25,000
Stanford University-Development ServicesStanford, CA501(c)(3)General Support$25,000
Pancreatic Cancer Action Network IncManhattan Beach, CA501(c)(3)General Support$24,000
National Honor Band AssociationDenver, CO501(c)(3)General Support$23,100
Baylor UniversityWaco, TX501(c)(3)General Support$20,000
Committee On The ShelterlessPetaluma, CA501(c)(3)General Support$20,000
Crucifixion SchoolLa Crescent, MN501(c)(3)General Support$20,000
Harvard UniversityCambridge, MA501(c)(3)General Support$20,000
Maranatha ChapelSan Diego, CA501(c)(3)General Support$20,000
North Bay Animal Services FoundationPetaluma, CA501(c)(3)General Support$20,000
Sacred Heart Schools AthertonAtherton, CA501(c)(3)General Support$20,000
The Kramer FoundationAlpine, NY501(c)(3)General Support$20,000
The New York Pops IncNew York, NY501(c)(3)General Support$20,000
St Philip Presbyterian ChurchHouston, TX501(c)(3)General Support$19,000
Catholic Foreign Mission Society of America IncMaryknoll, NY501(c)(3)General Support$18,807
Fulcrum FoundationSeattle, WA501(c)(3)General Support$18,609
Immaculate Heart Retreat CenterSpokane, WA501(c)(3)General Support$18,609
Women for Afghan Women IncFresh Meadows, NY501(c)(3)General Support$17,700
Lifesong For Orphans IncGridley, IL501(c)(3)General Support$17,000
Sim Usa IncorporatedCharlotte, NC501(c)(3)General Support$16,824
Schwab CharitableOrlando, FL501(c)(3)General Support$16,236
North Clackamas Education FoundationClackamas, OR501(c)(3)General Support$16,000
The Nick Wilson Charitable GroupPortland, OR501(c)(3)General Support$16,000
Save The Children Federation IncFairfield, CT501(c)(3)General Support$15,480
Asian Pacific FundSan Francisco, CA501(c)(3)General Support$15,000
CRU Inner CityMinneapolis, MN501(c)(3)General Support$15,000
Childrens Brain Tumor FoundationNew York, NY501(c)(3)General Support$15,000
East Gate MinistriesSt Paul, MN501(c)(3)General Support$15,000
First Nations Women WarriorsCanton, GA501(c)(3)General Support$15,000
Maui Food BankWailuku, HI501(c)(3)General Support$15,000
Peace Evangelical Lutheran ChurchSouth Haven, MI501(c)(3)General Support$15,000
Second Harvest Food BankSan Jose, CA501(c)(3)General Support$15,000
Second Harvest HeartlandSt Paul, MN501(c)(3)General Support$15,000
St James Lutheran ChurchLake Forest, IL501(c)(3)General Support$15,000
The Cape May Forum Chautauqua At The ShoreCape May, NJ501(c)(3)General Support$15,000
First United Methodist Church of Walnut RidgeWalnut Ridge, AR501(c)(3)General Support$14,000
Apostolic Christian Church of IndianapolisIndianapolis, IN501(c)(3)General Support$13,000
Mission to North AmericaCharlotte, NC501(c)(3)General Support$13,000
The WellBoring Foundation IncBeverly, MA501(c)(3)General Support$13,000
Walk in the Light InternationalPort Orchard, WA501(c)(3)General Support$13,000
American Red CrossWashington, DC501(c)(3)General Support$12,250
Doctors Without Borders USAHagerstown, MD501(c)(3)General Support$12,250
Lawndale Baptist ChurchGreensboro, NC501(c)(3)General Support$12,250
Blessings InternationalBroken Arrow, OK501(c)(3)General Support$12,000
Heart of West Michigan United WayGrand Rapids, MI501(c)(3)General Support$12,000
Leukemia & Lymphoma SocietyPhiladelphia, PA501(c)(3)General Support$12,000
Operation SmileVirginia Beach, VA501(c)(3)General Support$12,000
The Innocence ProjectNew York, NY501(c)(3)General Support$12,000
Upper Valley HavenWhite River Junction, VT501(c)(3)General Support$12,000
Child AidPortland, OR501(c)(3)General Support$11,000
First Lutheran ChurchNew Richmond, WI501(c)(3)General Support$11,000
Grove City Church of the NazareneGrove City, OH501(c)(3)General Support$11,000
Santa Clara UniversitySanta Clara, CA501(c)(3)General Support$11,000
Unitarian Universalists of PetalumaPetaluma, CA501(c)(3)General Support$11,000
Wounded Warrior ProjectTopeka, KS501(c)(3)General Support$11,000
Portland Youth Philharmonic AssociationPortland, OR501(c)(3)General Support$10,500
ACLU Foundation of FloridaMiami, FL501(c)(3)General Support$10,000
ALSAC St Jude Tampa OfficeTampa, FL501(c)(3)General Support$10,000
Ability Building Center IncLa Crescent, MN501(c)(3)General Support$10,000
Albion High School Alumni Foundation IncAlbion, NY501(c)(3)General Support$10,000
Boston University-Gifts and RecordsBoston, MA501(c)(3)General Support$10,000
Boys and Girls Club MiddleburyMiddlebury, IN501(c)(3)General Support$10,000
Brigham and Womens HospitalBoston, MA501(c)(3)General Support$10,000
Calvary Chapel SanteeSantee, CA501(c)(3)General Support$10,000
Camp ShamineauMotley, MN501(c)(3)General Support$10,000
Church of Jesus Christ of Latter Day SaintsSalt Lake City, UT501(c)(3)General Support$10,000
City of KiowaKiowa, KS501(c)(3)General Support$10,000
Colorado Animal Rescue Express (CARE)Englewood, CO501(c)(3)General Support$10,000
Cool Cars for Kids IncBala Cynwyd, PA501(c)(3)General Support$10,000
Cornelia de Lange Syndrome FoundationAvon, CT501(c)(3)General Support$10,000
Cru-Josh McDowell MinistryPlano, TX501(c)(3)General Support$10,000
David C Cook GlobalColorado Springs, CO501(c)(3)General Support$10,000
Diocese of Grand RapidsGrand Rapids, MI501(c)(3)General Support$10,000
Field MuseumChicago, IL501(c)(3)General Support$10,000
Geauga Humane SocietyRescue VillageNovelty, OH501(c)(3)General Support$10,000
Grace Presbyterian Church of the North ShoreWinnetka, IL501(c)(3)General Support$10,000
Grand Rapids HQGrand Rapids, MI501(c)(3)General Support$10,000
Habitat for HumanityGrand Rapids, MI501(c)(3)General Support$10,000
Healing HaitiChamplin, MN501(c)(3)General Support$10,000
Historic Fair Hill IncPhiladelphia, PA501(c)(3)General Support$10,000
International Medical ReliefLoveland, CO501(c)(3)General Support$10,000
Lakes Life Care Center for WomenForest Lake, MN501(c)(3)General Support$10,000
Missouri Botanical GardenSt Louis, MO501(c)(3)General Support$10,000
Morehouse School of MedicineAtlanta, GA501(c)(3)General Support$10,000
Motorcycle Relief ProjectEvergreen, CO501(c)(3)General Support$10,000
New City Christian SchoolAsheville, NC501(c)(3)General Support$10,000
Novo Mission IncAnaheim, CA501(c)(3)General Support$10,000
Operation Food SearchSt Louis, MO501(c)(3)General Support$10,000
Rescue Mission of TrentonTrenton, NJ501(c)(3)General Support$10,000
Revolutionary SpacesBoston, MA501(c)(3)General Support$10,000
Salvation Army of Houston CountyRoseville, MN501(c)(3)General Support$10,000
Sanctuary for FamiliesNew York, NY501(c)(3)General Support$10,000
Sarasota Audubon SocietySarasota, FL501(c)(3)General Support$10,000
Shriners Hospital for ChildrenTampa, FL501(c)(3)General Support$10,000
Tabor Children Service IncPhiladelphia, PA501(c)(3)General Support$10,000
TaskTrenton, NJ501(c)(3)General Support$10,000
Texas A&M FoundationCollege Station, TX501(c)(3)General Support$10,000
The ARC MinnesotaSaint Paul, MN501(c)(3)General Support$10,000
The Breast Cancer Research FoundationNew York, NY501(c)(3)General Support$10,000
The National Arts ClubNew York, NY501(c)(3)General Support$10,000
The Sparky FoundationTrinity, NC501(c)(3)General Support$10,000
The University of Tennessee FoundationKnoxville, TN501(c)(3)General Support$10,000
University of Washington FoundationSeattle, WA501(c)(3)General Support$10,000
Willamette Falls SymphonyOregon City, OR501(c)(3)General Support$10,000
Young Americas FoundationReston, VA501(c)(3)General Support$10,000
By the Hand Club for KidsChicago, IL501(c)(3)General Support$9,700
Lakeview FellowshipFort Worth, TX501(c)(3)General Support$9,595
Sacred Heart of Jesus DBA Redemptorist Society of WashingtonSeattle, WA501(c)(3)General Support$9,004
Benzie Area Christian NeighborsBenzonia, MI501(c)(3)General Support$9,000
Bowdoin CollegeBrunswick, ME501(c)(3)General Support$9,000
CruOrlando, FL501(c)(3)General Support$8,500
More Than WordsWaltham, MA501(c)(3)General Support$8,500
Illinois Symphony Orchestra IncSpringfield, IL501(c)(3)General Support$8,000
Monte Vista Presbyterian ChurchNewbury Park, CA501(c)(3)General Support$8,000
North Central CollegeNaperville, IL501(c)(3)General Support$8,000
The Salvation Army of High PointHigh Point, NC501(c)(3)General Support$8,000
Ada Bible ChurchAda, MI501(c)(3)General Support$7,500
Alzheimer's AssociationChicago, IL501(c)(3)General Support$7,500
American Civil Liberties UnionNew York, NY501(c)(3)General Support$7,500
Cache Valley School of BalletLogan, UT501(c)(3)General Support$7,500
Christ Church of Hamilton WenhamSouth Hamilton, MA501(c)(3)General Support$7,500
First Reformed ChurchOrange City, IA501(c)(3)General Support$7,500
Jewish Community Federation Of S F Marin Peninsula & Sonoma CountiesSan Francisco, CA501(c)(3)General Support$7,500
Jewish National FundNew York, NY501(c)(3)General Support$7,500
Larkin Street Youth ServicesSan Francisco, CA501(c)(3)General Support$7,500
Oshman Family Jewish Community CenterPalo Alto, CA501(c)(3)General Support$7,500
Saint Louis Zoo FoundationSt Louis, MO501(c)(3)General Support$7,500
Southwest Initiative FoundationHutchinson, MN501(c)(3)General Support$7,500
The Health TrustSan Jose, CA501(c)(3)General Support$7,500
Washington CollegeChestertown, MD501(c)(3)General Support$7,500
Windom Area Hospital Foundation IncWindom, MN501(c)(3)General Support$7,500
Mary Queen of the ApostlesSalem, MA501(c)(3)General Support$7,350
Doctors Without BordersNew York, NY501(c)(3)General Support$7,250
Smile TrainWashington, DC501(c)(3)General Support$7,250
Congregation B'nai JeshurunDes Moines, IA501(c)(3)General Support$7,189
Pewee Valley Presbyterian ChurchPewee Valley, KY501(c)(3)General Support$7,000
University Of Nebraska FoundationOmaha, NE501(c)(3)General Support$7,000
The Salvation ArmyWest Nyack, NY501(c)(3)General Support$6,750
Land Conservancy of West MichiganGrand Rapids, MI501(c)(3)General Support$6,500
St John Vianney High SchoolKirkwood, MO501(c)(3)General Support$6,500
Pinellas Education FoundationLargo, FL501(c)(3)General Support$6,484
St Cecilia ParishBeaverton, OR501(c)(3)General Support$6,400
Whites Chapel United Methodist ChurchSouthlake, TX501(c)(3)General Support$6,300
American Diabetes AssociationArlington, VA501(c)(3)General Support$6,000
DA Blodgett St JohnsGrand Rapids, MI501(c)(3)General Support$6,000
Fourth Presbyterian Church General FundBoston, MA501(c)(3)General Support$6,000
Granite United WayManchester, NH501(c)(3)General Support$6,000
Homefront IncLawrenceville, NJ501(c)(3)General Support$6,000
Lake Sunapee Region VNA & HospiceNew London, NH501(c)(3)General Support$6,000
Liberty Classical AcademyWhite Bear Lake, MN501(c)(3)General Support$6,000
Maranatha Baptist ChurchGrimes, IA501(c)(3)General Support$6,000
Orphanos FoundationCordova, TN501(c)(3)General Support$6,000
The Lukes SocietySioux Falls, SD501(c)(3)General Support$6,000
Trinity Mission ChurchGrand Rapids, MI501(c)(3)General Support$6,000
Wheaton CollegeNorton, MA501(c)(3)General Support$6,000
Fellowship of Catholic University StudentsGenesee, CO501(c)(3)General Support$5,800
Gilda's Club Grand RapidsGrand Rapids, MI501(c)(3)General Support$5,750
Faith Lutheran ChurchGolden, CO501(c)(3)General Support$5,650
First Baptist Church CovingtonCovington, LA501(c)(3)General Support$5,500
Rocky Mountain Repertory TheatreGrand Lake, CO501(c)(3)General Support$5,500
St Judes Childrens Research HospitalMemphis, TN501(c)(3)General Support$5,500
Young LifeColorado Springs, CO501(c)(3)General Support$5,500
St Jude Childrens Research HospitalMemphis, TN501(c)(3)General Support$5,250
Trinity Reformed ChurchOrange City, IA501(c)(3)General Support$5,250
AIDS Resource Center of WisconsinMilwaukee, WI501(c)(3)General Support$5,000
Adirondack Diversity InitiativeSaranac Lake, NY501(c)(3)General Support$5,000
American Jewish World ServiceNew York, NY501(c)(3)General Support$5,000
Anti-Defamation LeagueNew York, NY501(c)(3)General Support$5,000
Arundel Lodge Behavioral Health CenterEdgewater, MD501(c)(3)General Support$5,000
Arundel Rivers Federation IncEdgewater, MD501(c)(3)General Support$5,000
Assurance For Life IncLexington, KY501(c)(3)General Support$5,000
Autism Society of MinnesotaSt Paul, MN501(c)(3)General Support$5,000
Beautiful Savior Lutheran ChurchHappy Valley, OR501(c)(3)General Support$5,000
Big Brothers Big Sisters IndependencePhiladelphia, PA501(c)(3)General Support$5,000
Boulder Valley Humane SocietyBoulder, CO501(c)(3)General Support$5,000
Boys & Girls Clubs Of Elkhart County IncGoshen, IN501(c)(3)General Support$5,000
Brain & Behavior Research FoundationNew York, NY501(c)(3)General Support$5,000
C5 Youth Foundation of Georgia IncAtlanta, GA501(c)(3)General Support$5,000
CAF AmericaAlexandria, VA501(c)(3)General Support$5,000
CadeEden Prairie, MN501(c)(3)General Support$5,000
Chris 180Atlanta, GA501(c)(3)General Support$5,000
Church Health Services IncBeaver Dam, WI501(c)(3)General Support$5,000
Dana Farber - Cancer InstituteBrookline, MA501(c)(3)General Support$5,000
Discovering JusticeBoston, MA501(c)(3)General Support$5,000
Frederik Meijer Gardens & Sculpture ParkGrand Rapids, MI501(c)(3)General Support$5,000
Friends of Iowa Public TelevisionJohnston, IA501(c)(3)General Support$5,000
Friends of Jackson County LibraryJackson, MN501(c)(3)General Support$5,000
Future FoundationEast Point, GA501(c)(3)General Support$5,000
Girl Scouts San DiegoSan Diego, CA501(c)(3)General Support$5,000
Gleaners Community Food Bank IncDetroit, MI501(c)(3)General Support$5,000
Global Service NetworkApex, NC501(c)(3)General Support$5,000
Good Shepherd Lutheran PreschoolNaperville, IL501(c)(3)General Support$5,000
Goodman TheatreChicago, IL501(c)(3)General Support$5,000
Habitat for Humanity St LouisSaint Louis, MO501(c)(3)General Support$5,000
Harvard Business SchoolBoston, MA501(c)(3)General Support$5,000
Haven For HeroesAnoka, MN501(c)(3)General Support$5,000
Humane Society Silicon ValleyMilpitas, CA501(c)(3)General Support$5,000
Immanuel Lutheran Church FBO Joyful Journey'sSpirit Lake, IA501(c)(3)General Support$5,000
Lutheran Hour MinistriesSt Louis, MO501(c)(3)General Support$5,000
Mass General Hospital Blood Transfusion ServicesBoston, MA501(c)(3)General Support$5,000
Mn Adult & Teen ChallengeMinneapolis, MN501(c)(3)General Support$5,000
Oasis A Haven for Women and ChildrenPaterson, NJ501(c)(3)General Support$5,000
Our Foster Kids IncGrants Pass, OR501(c)(3)General Support$5,000
Pediatric Brain Tumor FoundationAsheville, NC501(c)(3)General Support$5,000
PhilabundancePhiladelphia, PA501(c)(3)General Support$5,000
Pride in the Tiger FoundationMarshall, MN501(c)(3)General Support$5,000
Ready Willing & Able Philadelphia IncPhiladelphia, PA501(c)(3)General Support$5,000
Reign MinistriesMinneapolis, MN501(c)(3)General Support$5,000
Rochester Area Neighborhood House IncRochester Hills, MI501(c)(3)General Support$5,000
Shriners Hospitals for ChildrenLos Angelse, CA501(c)(3)General Support$5,000
Sidwell Friends SchoolWhite Plains, NY501(c)(3)General Support$5,000
Society Of The Holy Transfiguration Monastery IncBrookline, MA501(c)(3)General Support$5,000
Southeast Christian Church of Jefferson County Kentucky IncLouisville, KY501(c)(3)General Support$5,000
St Marks Episcopal ChurchWashington, DC501(c)(3)General Support$5,000
Steppenwolf Theatre CompanyChicago, IL501(c)(3)General Support$5,000
The Autism Recovery FoundationMinneapolis, MN501(c)(3)General Support$5,000
The Florence ProjectFlorence, AZ501(c)(3)General Support$5,000
The Lab SchoolKirkwood, MO501(c)(3)General Support$5,000
The Scholarship Fund for Inner City ChildrenNewark, NJ501(c)(3)General Support$5,000
The University of ChicagoChicago, IL501(c)(3)General Support$5,000
The University of Chicago Law SchoolChicago, IL501(c)(3)General Support$5,000
Trinity ChurchBoston, MA501(c)(3)General Support$5,000
Unity Christian High SchoolOrange City, IA501(c)(3)General Support$5,000
University Hospital Health SystemsCleveland, OH501(c)(3)General Support$5,000
Valleydale Baptist ChurchBirmingham, AL501(c)(3)General Support$5,000
Westerville Area Resource MinistryWesterville, OH501(c)(3)General Support$5,000
Whale Sanctuary ProjectKanab, UT501(c)(3)General Support$5,000
Witness MusicSaratoga Springs, UT501(c)(3)General Support$5,000
Women of the Well MinistryLouisville, KY501(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 ItemAmount
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 35% controlled entity
No
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

“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
2021-02-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Hulse
Formed
2003
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Berry Dunn McNeil & Parker LLC
Address
PO BOX 1100, Portland, ME 04101-1100
Preparer
Barbara J McGuan CPA
Phone
2077752387
Raw XML AppendixShowing 400 of 2,867 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.

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IRS990ScheduleI/RecipientTable/CashGrantAmt1650000
IRS990ScheduleI/RecipientTable/CashGrantAmt1745200
IRS990ScheduleI/RecipientTable/CashGrantAmt1844000
IRS990ScheduleI/RecipientTable/CashGrantAmt1943480
IRS990ScheduleI/RecipientTable/CashGrantAmt2040000
IRS990ScheduleI/RecipientTable/CashGrantAmt2140000
IRS990ScheduleI/RecipientTable/CashGrantAmt2235000
IRS990ScheduleI/RecipientTable/CashGrantAmt2334913
IRS990ScheduleI/RecipientTable/CashGrantAmt2434000
IRS990ScheduleI/RecipientTable/CashGrantAmt2530000
IRS990ScheduleI/RecipientTable/CashGrantAmt2630000
IRS990ScheduleI/RecipientTable/CashGrantAmt2730000
IRS990ScheduleI/RecipientTable/CashGrantAmt2830000
IRS990ScheduleI/RecipientTable/CashGrantAmt2930000
IRS990ScheduleI/RecipientTable/CashGrantAmt3030000
IRS990ScheduleI/RecipientTable/CashGrantAmt3126000
IRS990ScheduleI/RecipientTable/CashGrantAmt3225800
IRS990ScheduleI/RecipientTable/CashGrantAmt3325000
IRS990ScheduleI/RecipientTable/CashGrantAmt3425000
IRS990ScheduleI/RecipientTable/CashGrantAmt3525000
IRS990ScheduleI/RecipientTable/CashGrantAmt3625000
IRS990ScheduleI/RecipientTable/CashGrantAmt3725000
IRS990ScheduleI/RecipientTable/CashGrantAmt3825000
IRS990ScheduleI/RecipientTable/CashGrantAmt3925000
IRS990ScheduleI/RecipientTable/CashGrantAmt4025000
IRS990ScheduleI/RecipientTable/CashGrantAmt4125000
IRS990ScheduleI/RecipientTable/CashGrantAmt4225000
IRS990ScheduleI/RecipientTable/CashGrantAmt4324000
IRS990ScheduleI/RecipientTable/CashGrantAmt4423100
IRS990ScheduleI/RecipientTable/CashGrantAmt4520000
IRS990ScheduleI/RecipientTable/CashGrantAmt4620000
IRS990ScheduleI/RecipientTable/CashGrantAmt4720000
IRS990ScheduleI/RecipientTable/CashGrantAmt4820000
IRS990ScheduleI/RecipientTable/CashGrantAmt4920000
IRS990ScheduleI/RecipientTable/CashGrantAmt5020000
IRS990ScheduleI/RecipientTable/CashGrantAmt5120000
IRS990ScheduleI/RecipientTable/CashGrantAmt5220000
IRS990ScheduleI/RecipientTable/CashGrantAmt5320000
IRS990ScheduleI/RecipientTable/CashGrantAmt5419000
IRS990ScheduleI/RecipientTable/CashGrantAmt5518807
IRS990ScheduleI/RecipientTable/CashGrantAmt5618609
IRS990ScheduleI/RecipientTable/CashGrantAmt5718609
IRS990ScheduleI/RecipientTable/CashGrantAmt5817700
IRS990ScheduleI/RecipientTable/CashGrantAmt5917000
IRS990ScheduleI/RecipientTable/CashGrantAmt6016824
IRS990ScheduleI/RecipientTable/CashGrantAmt6116236
IRS990ScheduleI/RecipientTable/CashGrantAmt6216000
IRS990ScheduleI/RecipientTable/CashGrantAmt6316000
IRS990ScheduleI/RecipientTable/CashGrantAmt6415480
IRS990ScheduleI/RecipientTable/CashGrantAmt6515000
IRS990ScheduleI/RecipientTable/CashGrantAmt6615000
IRS990ScheduleI/RecipientTable/CashGrantAmt6715000
IRS990ScheduleI/RecipientTable/CashGrantAmt6815000
IRS990ScheduleI/RecipientTable/CashGrantAmt6915000
IRS990ScheduleI/RecipientTable/CashGrantAmt7015000
IRS990ScheduleI/RecipientTable/CashGrantAmt7115000
IRS990ScheduleI/RecipientTable/CashGrantAmt7215000
IRS990ScheduleI/RecipientTable/CashGrantAmt7315000
IRS990ScheduleI/RecipientTable/CashGrantAmt7415000
IRS990ScheduleI/RecipientTable/CashGrantAmt7515000
IRS990ScheduleI/RecipientTable/CashGrantAmt7614000
IRS990ScheduleI/RecipientTable/CashGrantAmt7713000
IRS990ScheduleI/RecipientTable/CashGrantAmt7813000
IRS990ScheduleI/RecipientTable/CashGrantAmt7913000
IRS990ScheduleI/RecipientTable/CashGrantAmt8013000
IRS990ScheduleI/RecipientTable/CashGrantAmt8112250
IRS990ScheduleI/RecipientTable/CashGrantAmt8212250
IRS990ScheduleI/RecipientTable/CashGrantAmt8312250
IRS990ScheduleI/RecipientTable/CashGrantAmt8412000
IRS990ScheduleI/RecipientTable/CashGrantAmt8512000
IRS990ScheduleI/RecipientTable/CashGrantAmt8612000
IRS990ScheduleI/RecipientTable/CashGrantAmt8712000

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,805,217
Liabilities
$15,978
Net assets
$32,789,239
Revenue
$8,696,195
Expenses
$6,610,821
Net income
$2,085,374
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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