INA & Haskell Gordon Charitable Trust
INA & Haskell Gordon Charitable Trust is a private foundation, based in Worcester, MA. IRS filing data is available from 2019 through 2021. In 2021, it awarded 3 grants totaling $289K. Net investment income was $4K.
Key facts about INA & Haskell Gordon Charitable Trust
In short: INA & Haskell Gordon Charitable Trust gave $289K across 3 grants in 2021 (avg $96K), mostly in Ohio. Source: 2021 IRS Form 990-PF.
- EIN
- 04-6145810
- Latest 990 filing
- Form 990-PF, 2021
- Annual giving (2021)
- $288,702
- Grants made (2021)
- 3
- Average grant
- $96,234
- Median grant
- $12,000
- Primary geography
- Ohio (92% of itemized 2021 grant dollars)
Data from IRS Form 990-PF, 2021; updated September 2026.
Financial Overview
From 2021 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$289K
+1102.9% YoY
Grant Count
3
+50.0% YoY
Avg Grant Size
$96K
+701.9% YoY
Under IRS private-foundation payout rules, INA & Haskell Gordon Charitable Trust reported a distributable amount of $14K for 2021 — the minimum it must pay out in qualifying distributions.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2021 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2021, annual grant giving ranged from $20K (2019) to $289K (2021). In 2021 it made 3 grants totaling $289K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2021
The largest 2021 recipient was INA & Haskell Gordon Charitable Fund Co Fidelity Charitable Donor Advised ($265K). Together the top 3 received $289K.
Grant Size Distribution
7 grants across all recorded years
The most common grant size was under $50K: 6 grants of 7 (86%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| INA & Haskell Gordon Charitable Fund Co Fidelity Charitable Donor Advised Cincinnati, OH | General | $264,702 |
| Boston Symphony Orchestra Boston, MA | General | $12,000 |
| MIT Cambridge, MA | General | $12,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2021 | 2020 | 2019 |
|---|---|---|---|
| Total Assets | — | $284,967 | $309,848 |
| Revenue | $5,615 | $-547 | $17,682 |
| Expenses | $290,582 | $24,334 | $21,938 |
| Net Investment Income | $3,991 | $14,817 | $16,272 |
| Distributable Amount | $13,939 | $26,234 | $23,715 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS February 10, 2020)
- IRS filings on file for fiscal years 2020–2021
Leadership & Key People
Officers and directors from IRS filings
INA & Haskell Gordon Charitable Trust's 2021 filing lists 3 officers; none of the 3 officers listed in 2021 report compensation.
Officers on the 2021 filing
Gary V. Gordon
Trustee
On filings since 2019
1 hr/week
No compensation reported
Lawrence A. Gordon
Trustee
On filings since 2019
1 hr/week
No compensation reported
Susan R. Gordon
Trustee
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about INA & Haskell Gordon Charitable Trust
How much does INA & Haskell Gordon Charitable Trust give each year?
INA & Haskell Gordon Charitable Trust gave $289K across 3 grants in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $24K across 2 grants.
What is INA & Haskell Gordon Charitable Trust's typical grant size?
INA & Haskell Gordon Charitable Trust's median grant in 2021 was $12,000, and its average grant was $96,234, across 3 grants on its 2021 IRS Form 990-PF.
Where does INA & Haskell Gordon Charitable Trust give grants?
INA & Haskell Gordon Charitable Trust gives mostly in Ohio: 92% of the grant dollars itemized on its 2021 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (8%).
Does INA & Haskell Gordon Charitable Trust give general operating support?
Yes: 100% of INA & Haskell Gordon Charitable Trust's 2021 grants with a stated purpose (3 of 3) were for general or operating support, per its 2021 IRS Form 990-PF.
How much is INA & Haskell Gordon Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2021, INA & Haskell Gordon Charitable Trust reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is INA & Haskell Gordon Charitable Trust's EIN?
INA & Haskell Gordon Charitable Trust's EIN (Employer Identification Number) is 04-6145810. IRS Form 990 filing data is available on this page for 2019–2021.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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