Civic Intelligence

Advisors Charitable Gift Fund Inc.

990 • Fiscal year 2021 • EIN 01-0782573

Nov 01, 2020 to Oct 31, 2021 • Filed on Feb 25, 2022

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.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

5th percentile

0.00x

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

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

9th percentile

-15%

Higher net margin than 9% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

9th percentile

$2,500

Higher top officer pay than 9% of similar nonprofits.

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

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

55th percentile

12%

Faster asset growth than 55% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

39th percentile

5.5%

Faster revenue growth than 39% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$36,774,132

Up $3,968,915 (+12%) from 2020

Net Assets

Up

$36,759,411

Up $3,970,172 (+12%) from 2020

Liabilities

Down

$14,721

Down $1,257 (-7.9%) from 2020

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin9th percentile

Revenue

Up

$9,174,823

Up $478,628 (+5.5%) from 2020

Expenses

Up

$10,583,051

Up $3,972,230 (+60%) from 2020

Net Income

Down

-$1,408,228

Down $3,493,602 (-168%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2021

Assets$36,774,132
Liabilities$14,721
Net Assets$36,759,411
Open 2021 Filing

Operations Trend

Revenue Growth39th 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

2021

Revenue$9,174,823
Expenses$10,583,051
Net Income-$1,408,228
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Feb 25, 2022
Return Version
2020v4.2
Gross Receipts
$16,929,316
Mission and Program Overview

Mission

To promote charitable giving.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$32,631,060$36,599,268▲ $3,968,208
Savings and Temporary Cash Investments$165,536$174,201▲ $8,665
Prepaid Expenses and Deferred Charges$1,667$0▼ $1,667
Cash and Non-Interest-Bearing Accounts$6,954$663▼ $6,291
Total Assets$32,805,217$36,774,132▲ $3,968,915
Liabilities
Accounts Payable and Accrued Expenses$15,978$14,721▼ $1,257
Total Liabilities$15,978$14,721▼ $1,257
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$32,789,239$36,759,411▲ $3,970,172
Total Net Assets Fund Balance$32,789,239$36,759,411▲ $3,970,172
Total Liabilities and Net Assets / Fund Balance$32,805,217$36,774,132▲ $3,968,915
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

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

Board Members and Trustees

NameTitle
Christopher HulsePresident
Thomas Forese JrDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Northeast Retirement Services LLCDonor Accounting12 Gill Street Suite 2600, Woburn, MA 01801$136,890
Revenue and Support

Revenue Composition

Contributions and Grants
$5,639,634
Program Service Revenue
$255,174
Investment Income
$3,280,015
Other Revenue
$0
All Other Contributions
$5,639,634
Change in Net Assets
$-1,408,228

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 Traded95$2,055,653Fair Market Value (FMV)
Total Noncash Contributions95$2,055,653-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,903,417
Revenue Not Reported on Financial Statements
$271,406
Revenue Not Reported on Form 990
$5,378,400
Total Revenue per Audited Statements
$14,281,817
Total Revenue per Form 990
$9,174,823
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,123,243
Other Expenses$445,308
Salaries, Compensation, and Employee Benefits$14,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,123,243--$10,123,243
Fees for Services Management-$153,859-$153,859
Fees for Service Investment Mgmnt Fees-$24,752-$24,752
Current Officers, Directors, Trustees, and Key Employees-$14,500-$14,500
Fees for Services Accounting-$13,320-$13,320
Other Expenses-$7,247-$7,247
Information Technology-$3,100-$3,100
Insurance-$1,989-$1,989
Office Expenses-$529-$529
Total Functional Expenses$10,123,243$459,808$0$10,583,051

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,583,051
Expenses per Audited Statements$10,311,645
Total Expenses per Audited Statements$10,311,645
Expenses Not Reported on Financial Statements$271,406
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Renaissance Charitable FoundationIndianapolis, IN501(c)(3)General Support$4,220,104
Doylestown Health FoundationDoylestown, PA501(c)(3)General Support$255,000
Scholarship AmericaDetroit, MI501(c)(3)General Support$243,350
MN Adult and Teen ChallengeMinneapolis, MN501(c)(3)General Support$200,000
The National Arts ClubNew York, NY501(c)(3)General Support$135,000
Portland Youth Philharmonic AssociationPortland, OR501(c)(3)General Support$101,000
MedStar Georgetown University HospitalWashington, DC501(c)(3)General Support$100,000
The Church of Jesus Christ of Latter-day SaintsSalt Lake City, UT501(c)(3)General Support$100,000
Barnabas FoundationCrete, IL501(c)(3)General Support$95,900
Mackintosh AcademyLittleton, CO501(c)(3)General Support$80,000
Trinity Lutheran ChurchWaconia, MN501(c)(3)General Support$71,000
Focus on the FamilyColorado Springs, CO501(c)(3)General Support$60,200
Camp ShamineauMotley, MN501(c)(3)General Support$60,000
Beautiful Savior Lutheran ChurchHappy Valley, OR501(c)(3)General Support$55,000
Rockpoint ChurchLake Elmo, MN501(c)(3)General Support$55,000
Harvest Community ChurchGoshen, IN501(c)(3)General Support$50,000
Leukemia & Lymphoma SocietyNew York, NY501(c)(3)General Support$50,000
Washington CollegeChestertown, MD501(c)(3)General Support$50,000
Culinary Hospitality Outreach and Wellness INCDenver, CO501(c)(3)General Support$45,100
Boys & Girls Clubs of Elkhart CountyGoshen, IN501(c)(3)General Support$42,000
Destiny ChurchLeesburg, VA501(c)(3)General Support$41,520
Unitarian Universalists of PetalumaPetaluma, CA501(c)(3)General Support$41,000
La Crescent Rotary ClubLa Crescent, MN501(c)(3)General Support$40,000
Lake Forest ChurchHuntersville, NC501(c)(3)General Support$40,000
Trinity Baptist ChurchLake Charles, LA501(c)(3)General Support$36,900
Calvary Chapel Of SanteeSantee, CA501(c)(3)General Support$36,000
Animal Legal Defense FundCotati, CA501(c)(3)General Support$35,000
Boys and Girls Club of the Rogue ValleyGrant Pass, OR501(c)(3)General Support$35,000
Colorado Animal Rescue Express (CARE)Englewood, CO501(c)(3)General Support$35,000
Northwestern CollegeOrange City, IA501(c)(3)General Support$35,000
The Board of Trustees of the Leland Stanford Junior UniversityStanford, CA501(c)(3)General Support$35,000
New Hope Evangelical Free ChurchOrange City, IA501(c)(3)General Support$32,000
Global Evangelism Inc DBA John Hagee MinistriesSan Antonia, TX501(c)(3)General Support$31,000
C A R E IncAtlanta, GA501(c)(3)General Support$30,000
Colorado AcademyDenver, CO501(c)(3)General Support$30,000
Friends Of Kiowa District Hospital And Manor Foundation IncKiowa, KS501(c)(3)General Support$30,000
Jeremiah ProgramMinneapolis, MN501(c)(3)General Support$30,000
Mayer Lutheran High SchoolMayer, MN501(c)(3)General Support$30,000
The University of Tennessee FoundationKnoxville, TN501(c)(3)General Support$30,000
Shirley Ryan Ability LABChicago, IL501(c)(3)General Support$27,500
Holy Redeemer Catholic ChurchMarshall, MN501(c)(3)General Support$27,450
The Salvation ArmyPortland, ME501(c)(3)General Support$26,250
Ocean ConservancyWashington, DC501(c)(3)General Support$25,500
Center for Biological DiversityTucson, AZ501(c)(3)General Support$25,250
Black Girls Code IncOakland, CA501(c)(3)General Support$25,000
Cache Community Food PantryLogan, UT501(c)(3)General Support$25,000
Christ Church of Hamilton WenhamSouth Hamilton, MA501(c)(3)General Support$25,000
Doberman UndergroundAurora, OH501(c)(3)General Support$25,000
Girls Inc of the ValleyHolyoke, MA501(c)(3)General Support$25,000
Josephine County Library Foundation IncGrants Pass, OR501(c)(3)General Support$25,000
Joshua Christian AcademyDes Moines, IA501(c)(3)General Support$25,000
Morehouse College Office of Institutional AdvanceAtlanta, GA501(c)(3)General Support$25,000
Ojai Valley SchoolOjai, CA501(c)(3)General Support$25,000
Reformed Mission ServiceJenison, MI501(c)(3)General Support$25,000
Stanford University Board of Trustees of the Leland Stanford JuStanford, CA501(c)(3)General Support$25,000
The WellBoring Foundation IncBeverly, MA501(c)(3)General Support$25,000
Walk in the Light InternationalPort Orchard, WA501(c)(3)General Support$25,000
Dana Farber Cancer InstituteBrookline, MA501(c)(3)General Support$24,609
Harbert Community ChurchHarbert, MI501(c)(3)General Support$24,000
EfcaMinneapolis, MN501(c)(3)General Support$23,000
Holy Trinity Lutheran Church and SchoolRiverton, UT501(c)(3)General Support$22,761
Maranatha ChapelSan Diego, CA501(c)(3)General Support$22,000
Fulcrum FoundationSeattle, WA501(c)(3)General Support$21,655
Immaculate Heart Retreat CenterSpokane, WA501(c)(3)General Support$21,655
Calvary Christian Reformed ChurchOrange City, IA501(c)(3)General Support$20,500
Benzie Area Christian NeighborsBenzonia, MI501(c)(3)General Support$20,000
Harvard UniversityCambridge, MA501(c)(3)General Support$20,000
Homefront IncLawrenceville, NJ501(c)(3)General Support$20,000
Khesed Wellness A Colorado Nonprofit CorporationEdgewater, CO501(c)(3)General Support$20,000
Redwood Empire Food BankSanta Rosa, CA501(c)(3)General Support$20,000
Sacred Heart Schools AthertonAtherton, CA501(c)(3)General Support$20,000
The New York Pops IncNew York, NY501(c)(3)General Support$20,000
Word & DeedHudsonville, MI501(c)(3)General Support$20,000
Faith Bible ChurchThe Woodlands, TX501(c)(3)General Support$19,250
By the Hand Club for KidsChicago, IL501(c)(3)General Support$19,000
Church of Jesus Christ of Latter Day SaintsSalt Lake City, UT501(c)(3)General Support$18,126
Ars Lyrica HoustonHouston, TX501(c)(3)General Support$17,500
Save Their SmilesBothell, WA501(c)(3)General Support$17,500
Conscious AllianceBoulder, CO501(c)(3)General Support$17,000
Catholic Foreign Mission Society of America IncMaryknoll, NY501(c)(3)General Support$16,067
SWIM for HIMNew Sharon, IA501(c)(3)General Support$16,000
Doctors Without Borders USAHagerstown, MD501(c)(3)General Support$15,250
Bethel UniversitySt Paul, MN501(c)(3)General Support$15,000
Childrens Brain Tumor FoundationNew York, NY501(c)(3)General Support$15,000
Friends of the Garden TheatreFrankfort, MI501(c)(3)General Support$15,000
Holy Spirit at GeistFishers, IN501(c)(3)General Support$15,000
Land Conservancy of West MichiganGrand Rapids, MI501(c)(3)General Support$15,000
Peace Evangelical Lutheran ChurchSouth Haven, MI501(c)(3)General Support$15,000
Ruff Start Stx IncFrederiksted, VI501(c)(3)General Support$15,000
Sacred Heart Catholic ChurchEnumclaw, WA501(c)(3)General Support$15,000
Sos International IncLouisville, KY501(c)(3)General Support$15,000
St James Lutheran ChurchLake Forest, IL501(c)(3)General Support$15,000
Tabor Children Service IncPhiladelphia, PA501(c)(3)General Support$15,000
Teen Hope MinistriesRochester, MN501(c)(3)General Support$15,000
World Affairs ChallengeDenver, CO501(c)(3)General Support$15,000
Sunshine Terrace Foundation IncLogan, UT501(c)(3)General Support$14,488
North Raleigh UMCRaleigh, NC501(c)(3)General Support$14,000
The Church of Jesus Christ of Latter Day SaintsSalt Lake City, UT501(c)(3)General Support$13,200
American Bird ConservancyThe Plains, VA501(c)(3)General Support$12,500
International Bird RescueFairfield, CA501(c)(3)General Support$12,500
President-Board Of Trustees Santa Clara CollegeSanta Clara, CA501(c)(3)General Support$12,500
311 Youth HousingGrand Rapids, MI501(c)(3)General Support$12,200
First United Methodist Church of Walnut RidgeWalnut Ridge, AR501(c)(3)General Support$12,000
Alzheimers AssociationChicago, IL501(c)(3)General Support$11,500
National Honor Band AssociationDenver, CO501(c)(3)General Support$11,000
The Nick Wilson Charitable GroupPortland, OR501(c)(3)General Support$11,000
Congregation Emanu ElRedlands, CA501(c)(3)General Support$10,717
First Baptist Church CovingtonCovington, LA501(c)(3)General Support$10,500
Sacred Heart of Jesus DBA Redemptorist Society of WashingtonSeattle, WA501(c)(3)General Support$10,478
Rocky Mountain Repertory TheatreGrand Lake, CO501(c)(3)General Support$10,300
Second Harvest HeartlandBrooklyn Park, MN501(c)(3)General Support$10,250
Young Americas FoundationReston, VA501(c)(3)General Support$10,250
ABLE IncCaledonia, MN501(c)(3)General Support$10,000
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
Baylor UniversityWaco, TX501(c)(3)General Support$10,000
Boston University-Gifts and RecordsBoston, MA501(c)(3)General Support$10,000
CRU Inner CityMinneapolis, MN501(c)(3)General Support$10,000
Catholic Charities Of The Diocese Of Winona-RochesterWinona, MN501(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
Doylestown TownshipDoylestown, PA501(c)(3)General Support$10,000
East Gate MinistriesSt Paul, MN501(c)(3)General Support$10,000
First Nations Women WarriorsCanton, GA501(c)(3)General Support$10,000
Fixnation IncLos Angeles, CA501(c)(3)General Support$10,000
Geauga Humane SocietyRescue VillageNovelty, OH501(c)(3)General Support$10,000
Geronimo Animal Rescue TeamGlobe, AZ501(c)(3)General Support$10,000
Grace Presbyterian Church of the North ShoreWinnetka, IL501(c)(3)General Support$10,000
Guide Dogs for the Blind IncSan Rafael, CA501(c)(3)General Support$10,000
Gull Lake MinistriesHickory Corners, MI501(c)(3)General Support$10,000
Healing HaitiChamplin, MN501(c)(3)General Support$10,000
Homefront IncLawrenceville, NJ501(c)(3)General Support$10,000
Inner City Christian FederationGrand Rapids, MI501(c)(3)General Support$10,000
Lakes Life Care Center for WomenForest Lake, MN501(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
Novo Mission IncAnaheim, CA501(c)(3)General Support$10,000
OUR CenterLongmont, CO501(c)(3)General Support$10,000
One Body One HopeSioux Center, IA501(c)(3)General Support$10,000
Pancreatic Cancer Action Network IncManhattan Beach, CA501(c)(3)General Support$10,000
Pediatric Brain Tumor FoundationAsheville, NC501(c)(3)General Support$10,000
Plateau Outreach MinistriesEnumclaw, WA501(c)(3)General Support$10,000
Providence Hospice and Home Care of Snohomish CountyEverett, WA501(c)(3)General Support$10,000
Ray Barron Strength and Honor FundLittleton, CO501(c)(3)General Support$10,000
Revolutionary SpacesBoston, MA501(c)(3)General Support$10,000
Rochester Area Neighborhood House IncRochester Hills, MI501(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
Southeast Christian Church of Jefferson County Kentucky IncLouisville, KY501(c)(3)General Support$10,000
St Clare Health Mission IncLa Crosse, WI501(c)(3)General Support$10,000
TaskTrenton, NJ501(c)(3)General Support$10,000
The ARC MinnesotaSaint Paul, MN501(c)(3)General Support$10,000
The Happy FactoryCedar City, UT501(c)(3)General Support$10,000
Wartburg CollegeWaverly, IA501(c)(3)General Support$10,000
Wounded Warrior ProjectTopeka, KS501(c)(3)General Support$10,000
Young LifeColorado Springs, CO501(c)(3)General Support$10,000
Samaritans PurseBoone, NC501(c)(3)General Support$9,800
Bowdoin CollegeBrunswick, ME501(c)(3)General Support$9,000
Destinys Hope Animal RescueModesto, CA501(c)(3)General Support$9,000
Hands of Friendship MissionsNew Prague, MN501(c)(3)General Support$9,000
World Central KitchenPittsburgh, PA501(c)(3)General Support$9,000
Doctors Without BordersNew York, NY501(c)(3)General Support$8,250
Christ Church United MethodistThe Woodlands, TX501(c)(3)General Support$8,000
Girl Scouts San DiegoSan Diego, CA501(c)(3)General Support$8,000
Stephen Siller Tunnel To Towers FoundationStaten Island, NY501(c)(3)General Support$8,000
Living Water Community ChurchOrange City, IA501(c)(3)General Support$7,900
Church of Jesus Christ of Latter Day Saints- Bountiful 30th WardBountiful, UT501(c)(3)General Support$7,600
Gethsemane Lutheran ChurchHopkins, MN501(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
Marksville Baptist ChurchMarksville, LA501(c)(3)General Support$7,500
Oshman Family Jewish Community CenterPalo Alto, CA501(c)(3)General Support$7,500
Project Angel HeartDenver, CO501(c)(3)General Support$7,500
Second Harvest Food BankSan Jose, CA501(c)(3)General Support$7,500
Smyrna Presbyterian ChurchConyers, GA501(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
Wayne Presbyterian ChurchWayne, PA501(c)(3)General Support$7,500
Windom Area Hospital Foundation IncWindom, MN501(c)(3)General Support$7,500
Pinellas Education FoundationLargo, FL501(c)(3)General Support$7,329
Smile TrainWashington, DC501(c)(3)General Support$7,250
National 4-H Congress FoundationChevy Chase, MD501(c)(3)General Support$7,133
Nantucket Conservation AssociationNantucket, MA501(c)(3)General Support$7,119
Nantucket Land Council IncNantucket, MA501(c)(3)General Support$7,119
AldeaNew York, NY501(c)(3)General Support$7,000
American Red CrossWashington, DC501(c)(3)General Support$7,000
Casa MarianellaAustin, TX501(c)(3)General Support$7,000
Hands of PeaceGlenview, IL501(c)(3)General Support$7,000
Monte Vista Presbyterian ChurchNewbury Park, CA501(c)(3)General Support$7,000
Operation Food SearchSt Louis, MO501(c)(3)General Support$7,000
Pewee Valley Presbyterian ChurchPewee Valley, KY501(c)(3)General Support$7,000
University Of Nebraska FoundationOmaha, NE501(c)(3)General Support$7,000
City of KiowaKiowa, KS501(c)(3)General Support$6,650
St Cecilia ParishBeaverton, OR501(c)(3)General Support$6,400
Wheaton CollegeNorton, MA501(c)(3)General Support$6,300
Whites Chapel United Methodist ChurchSouthlake, TX501(c)(3)General Support$6,300
Fellowship of Catholic University StudentsGolden, CO501(c)(3)General Support$6,150
Adirondack Mountain ClubLake George, NY501(c)(3)General Support$6,000
American Diabetes AssociationMerrifield, VA501(c)(3)General Support$6,000
CruOrlando, FL501(c)(3)General Support$6,000
Emerywood Baptist ChurchHigh Point, NC501(c)(3)General Support$6,000
Granite United WayManchester, NH501(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
Longmont Humane SocietyLongmont, CO501(c)(3)General Support$6,000
More Than WordsWaltham, MA501(c)(3)General Support$6,000
North Carolina Lions IncorporatedSherrills Ford, NC501(c)(3)General Support$6,000
Northwestern MediaSioux Falls, SD501(c)(3)General Support$6,000
Orange City Christian SchoolOrange City, IA501(c)(3)General Support$6,000
Orphanos FoundationCordova, TN501(c)(3)General Support$6,000
PhilabundancePhiladelphia, PA501(c)(3)General Support$6,000
Project 127Aurora, CO501(c)(3)General Support$6,000
The Lukes SocietySioux Falls, SD501(c)(3)General Support$6,000
Granger Community ChurchGranger, IN501(c)(3)General Support$5,600
Trinity Reformed ChurchOrange City, IA501(c)(3)General Support$5,600
Faith Lutheran ChurchGolden, CO501(c)(3)General Support$5,500
Feeding AmericaChicago, IL501(c)(3)General Support$5,500
JAARS IncWaxhaw, NC501(c)(3)General Support$5,500
St Jude Runners AssociationPeoria, IL501(c)(3)General Support$5,500
Save The Children Federation IncFairfield, CT501(c)(3)General Support$5,480
Covenant HouseNew York, NY501(c)(3)General Support$5,250
Shriners Hospitals for ChildrenTampa, FL501(c)(3)General Support$5,250
St Jude Childrens Research HospitalMemphis, TN501(c)(3)General Support$5,250
United States Holocaust Memorial MuseumMerrifield, VA501(c)(3)General Support$5,250
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
2022-02-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Hulse
Formed
2003
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Berry Dunn McNeil & Parker LLC
Address
PO Box 1100, Portland, ME 04104-1100
Preparer
Melissa Magoon CPA
Phone
2077752387
Raw XML AppendixShowing 400 of 2,453 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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IRS990/Form990PartVIISectionAGrp/PersonNm2Ronald D Dean
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IRS990ScheduleI/RecipientTable/CashGrantAmt7020000
IRS990ScheduleI/RecipientTable/CashGrantAmt7120000
IRS990ScheduleI/RecipientTable/CashGrantAmt7220000
IRS990ScheduleI/RecipientTable/CashGrantAmt7319250
IRS990ScheduleI/RecipientTable/CashGrantAmt7419000
IRS990ScheduleI/RecipientTable/CashGrantAmt7518126
IRS990ScheduleI/RecipientTable/CashGrantAmt7617500
IRS990ScheduleI/RecipientTable/CashGrantAmt7717500
IRS990ScheduleI/RecipientTable/CashGrantAmt7817000
IRS990ScheduleI/RecipientTable/CashGrantAmt7916067
IRS990ScheduleI/RecipientTable/CashGrantAmt8016000
IRS990ScheduleI/RecipientTable/CashGrantAmt8115250
IRS990ScheduleI/RecipientTable/CashGrantAmt8215000
IRS990ScheduleI/RecipientTable/CashGrantAmt8315000
IRS990ScheduleI/RecipientTable/CashGrantAmt8415000
IRS990ScheduleI/RecipientTable/CashGrantAmt8515000
IRS990ScheduleI/RecipientTable/CashGrantAmt8615000
IRS990ScheduleI/RecipientTable/CashGrantAmt8715000
IRS990ScheduleI/RecipientTable/CashGrantAmt8815000

Document Assets

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Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$36,774,132
Liabilities
$14,721
Net assets
$36,759,411
Revenue
$9,174,823
Expenses
$10,583,051
Net income
-$1,408,228
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $25M-$50M nonprofits