Ina & Haskell Gordon Charitable Trust

WORCESTER, MA EIN: 04-6145810

Ina & Haskell Gordon Charitable Trust is a private foundation, based in WORCESTER, MA. IRS filing data is available from 2020 through 2021. In 2021, it awarded 3 grants totaling $289K. Net investment income was $4K.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$289K

+1102.9% YoY

Grant Count

+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.

About Ina & Haskell Gordon Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $265K (85%)

Massachusetts $48K (15%)

States

Massachusetts Ohio

Cities

BostonCambridgeCincinnati

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2021	2020
Total Assets	—	$284,967
Revenue	$5,615	$-547
Expenses	$290,582	$24,334
Qualifying Distributions	—	—
Net Investment Income	$3,991	$14,817
Distributable Amount	$13,939	$26,234

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2021

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2021 grants, the largest include Ina & Haskell Gordon Charitable Fund Co Fidelity Charitable Donor Advised ($264,702), Boston Symphony Orchestra ($12,000), Mit ($12,000).

Recipient	Purpose	Amount
BOSTON SYMPHONY ORCHESTRA BOSTON, MA	GENERAL	$12,000
MIT CAMBRIDGE, MA	GENERAL	$12,000
INA & HASKELL GORDON CHARITABLE FUND CO FIDELITY CHARITABLE DONOR ADVISED CINCINNATI, OH	GENERAL	$264,702

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

From 2021 filing

Name	Title	Hours	Compensation
SUSAN R GORDON	TRUSTEE	1	—
DR GARY V GORDON	TRUSTEE	1	—
LAWRENCE A GORDON	TRUSTEE	1	—

Frequently Asked Questions

Where does Ina & Haskell Gordon Charitable Trust operate?

Ina & Haskell Gordon Charitable Trust has awarded grants in Massachusetts, Ohio.

What size grants does Ina & Haskell Gordon Charitable Trust award?

In 2021, Ina & Haskell Gordon Charitable Trust awarded 3 grants totaling $289K — an average of about $96K per grant, based on its IRS Form 990 filings.

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 2020–2021.