Advisors Charitable Gift Fund is a public charity (501(c)(3)) based in Woburn, Massachusetts, established in 2003. The organization promotes charitable giving by distributing grants to nonprofit organizations across multiple sectors. The fund operates with no employees and maintains its headquarters at 12 Gill Street, Suite 2600, Woburn, MA 01801-1729.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$27.4M
+20.4% YoY
Annual Giving
$2.6M
-49.1% YoY
Grant Count
112
-27.3% YoY
Avg Grant Size
$24K
-30.0% YoY
Mission & Focus Areas
Mission: To promote charitable giving.
The fund supports approximately 1,000 organizations with a focus on:
- Education
- Culture
- Religion
- Social services
- Overcoming poverty
In the most recent fiscal year (ending October 2024), the fund made grants to 581 charitable organizations across these focus areas.
Grantmaking
The fund distributes grants as general support to recipient organizations.
Grant Range
$5,009–$3,471,136
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Geographic Focus
Where this funder awards grants
The fund's grantmaking priorities are primarily concentrated in:
- New York
- Minnesota
- Illinois
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year Ending October 2024:
- Total assets: $27,413,364
- Total revenues: $3,537,730
- Total expenses: $3,650,519
- Total grants and contributions: $2,223,357
- Program expense ratio: 95.36%
- Liabilities to assets ratio: 0%
The organization demonstrates strong financial stability with no liabilities and a high proportion of funds directed toward charitable activities.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $27,413,364 | $22,766,067 | $25,560,118 |
| Revenue | $3,537,730 | $3,358,988 | $6,290,034 |
| Expenses | $3,650,519 | $6,285,928 | $8,982,680 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $1,135,422 | $1,654,617 | $2,217,219 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Desert Cat Rescue ($80,000), Leukemia & Lymphoma Society ($70,000), Jeremiah Program ($60,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Bowdoin College Brunswick, ME | General Support | $10,000 |
| St Mark's Episcopal Church Washington, DC | General Support | $6,000 |
| St Andrews Presbyterian Church Beulah, MI | General Support | $9,631 |
| Alzheimer's Association Waltham, MA | General Support | $13,250 |
| American Diabetes Association Merrifield, VA | General Support | $7,000 |
| Granite United Way Manchester, NH | General Support | $7,000 |
| Lake Sunapee Region VNA & Hospice New London, NH | General Support | $7,000 |
| The Salvation Army Portland, ME | General Support | $27,250 |
| Upper Valley Haven Inc White River Junction, VT | General Support | $7,000 |
| Amplify GR Grand Rapids, MI | General Support | $12,574 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Dr Diane Cooksey Kessler | Chairperson | 1 | $2,500 |
| Ronald D Dean | Vice Chairman | 1 | $2,000 |
| Mark O'Connell | Treasurer | 1 | $1,500 |
| Thomas Forese Jr | Director | 1 | — |
| Joseph Gibbons | Director | 1 | $2,500 |
| William Hogan Jr | Director | 1 | $2,000 |
| Christopher Hulse | President | 1 | — |
| David A St Yves | Director | 1 | $2,000 |
| Kenneth G Y Grant | Past Director | 1 | $2,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Advisors Charitable Gift Fund fund?
**Mission:** To promote charitable giving. The fund supports approximately 1,000 organizations with a focus on: • Education • Culture • Religion • Social services • Overcoming poverty In the most recent fiscal year (ending October 2024), the fund made grants to 581 charitable organizations across these focus areas.
How do I apply for a grant from Advisors Charitable Gift Fund?
**Grant Activity (Fiscal Year 2024):** • Total grants distributed: $3,315,049 • Number of grants: 100+ (with 97 grants totaling $2,509,005 documented, plus additional grants) • Typical grant range: $5,009–$3,471,136 • Recent grantees include Renaissance Charitable Foundation ($273,883), Empower Success Corps ($187,398), and Morgan Stanley Global Impact Funding Trust ($171,101) The fund distributes grants as general support to recipient organizations.
Where does Advisors Charitable Gift Fund make grants?
The fund's grantmaking priorities are primarily concentrated in: • New York • Minnesota • Illinois
What size grants does Advisors Charitable Gift Fund award?
In 2024, Advisors Charitable Gift Fund awarded 112 grants totaling $2.6M — an average of about $24K per grant, based on its IRS Form 990 filings.
What is Advisors Charitable Gift Fund's EIN?
Advisors Charitable Gift Fund's EIN (Employer Identification Number) is 01-0782573. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Advisors Charitable Gift Fund's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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