INA & Haskell Gordon Charitable Trust

Private foundation · Grantmaker Worcester, MA EIN: 04-6145810

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

2states

Share of 2021 grant dollars across all 3 itemized grants.

Cities

BostonCambridgeCincinnati

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K2 grants2019 2 grants2020 3 grants2021

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

INA & Haskell Gordon Charitable Fund Co Fidelity Charitable Donor Advised: $265KINA & Haskell GordonCharitable Fund Co Fidelity…$265KBoston Symphony Orchestra: $12KBoston Symphony Orchestra$12KMIT: $12KMIT$12K

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

6<$50K$50–100K$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 6 grants of 7 (86%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
INA & Haskell Gordon Charitable Fund Co Fidelity Charitable Donor Advised Cincinnati, OHGeneral$264,702
Boston Symphony Orchestra Boston, MAGeneral$12,000
MIT Cambridge, MAGeneral$12,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$100K$200K$300K$400K2019 2020 2021
Metric202120202019
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

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS February 10, 2020)
  2. 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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