2026-09-13T12:45:46-05:00 2025-10-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990 2024-11-01 010782573 Advisors Charitable Gift Fund ADVI 8772216099 1500 District Ave Burlington MA 01803 Kenneth GY Grant Chair 7819705077 2026-09-11 1 1 Melissa Magoon CPA P01712842 2077752387 2026-09-11 2024 X Kenneth GY Grant 1500 District Ave Burlington MA 01803 10289423 0 X acgfund.org X 2003 MA To promote charitable giving. 8 8 0 4 0 0 2223357 2199095 178951 181351 1135422 2923702 0 0 3537730 5304148 3315049 6528526 0 0 12500 16500 0 0 0 322970 367896 3650519 6912922 -112789 -1608774 27413364 27017958 18222 5387 27395142 27012571 To promote charitable giving. 0 0 6528526 6528526 181351 The fund made grants to 581 charitable organizations in the areas of education, culture, religion, social services and overcoming poverty. 6528526 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 MA X Arvind Kesireddy 8772216099 1500 District Ave Burlington MA 01803 David A St Yves Treasurer 1.00 X X 3500 0 0 Joseph Gibbons Director 1.00 X 3500 0 0 Mark O'Connell Director 1.00 X 3000 0 0 Ronald D Dean Vice Chair 1.00 X X 2500 0 0 Dr Diane Cooksey Kessler Past Director 1.00 X 2500 0 0 Kenneth GY Grant Chair 1.00 X X 0 0 0 Christopher Hulse Director 1.00 X 0 0 0 William Hogan Jr Director 1.00 X 0 0 0 Thomas Forese Jr President 1.00 X X 0 0 0 15000 0 0 0 0 0 0 Northeast Retirement Services LLC 12 Gill Street Suite 2600 Woburn MA 01801 Donor Accounting 122697 1 2199095 1402993 2199095 Administrative Fees 900099 181351 181351 181351 1128552 1128552 6780425 4985275 1795150 1795150 1795150 5304148 181351 0 2923702 6528526 6528526 16500 16500 150550 150550 19389 19389 5011 5011 96 96 2950 2950 10121 10121 Participant Fees 179248 179248 Other Expenses 531 531 6912922 6528526 384396 0 357 50242 8657 7109 27404350 26960607 27413364 27017958 18222 5387 18222 5387 X 27395142 27012571 27395142 27012571 27413364 27017958 -1608774 1226203 0 X 0 1 X 1 0 X 5639634 3865610 1527137 2223357 2199095 15454833 5639634 3865610 1527137 2223357 2199095 15454833 2613661 12841172 911264 1337322 1573886 592115 1128552 5543139 20997972 999915 0.61150 0.64230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 191 2199095 6528526 26960607 1 1 0 6345075 1226203 1226203 5118872 185276 185276 5304148 6727646 0 6727646 185276 185276 6912922 1 Allegro Organizational Solutions Inc 5535 MEMORIAL DR Houston TX 770078021 261197590 501(c)(3) 8000 0 General Support Alzheimers Disease and Related Disorders Association Inc 225 N Michigan Ave Fl 17 Chicago IL 60601 133039601 501(c)(3) 17250 0 General Support American Diabetes Association PO Box 7023ATTN New England Merrifield VA 22116 131623888 501(c)(3) 7000 0 General Support American Red Cross 431 18th St NW Washington DC 20006 530196605 501(c)(3) 12250 0 General Support Animal Legal Defense Fund 2108 N ST STE 11741 Sacramento CA 958165712 843412894 501(c)(3) 25000 0 General Support Anti Defamation League Foundation 605 THIRD AVENUE New York NY 101580180 132887439 501(c)(3) 7000 0 General Support Ash Lane United Methodist Church 1001 Ash Lane Euless TX 76039 751404408 501(c)(3) 6500 0 General Support Assurance For Life Inc 1517 NICHOLASVILLE RD Lexington KY 405031429 311118102 501(c)(3) 6491 0 General Support Boston Lyric Opera Company 15 CHANNEL CENTER STREET Boston MA 022103427 042469627 501(c)(3) 30000 0 General Support Bowdoin College 4100 College Station Brunswick ME 04011 010215213 501(c)(3) 10000 0 General Support Boys & Girls Clubs of the Rogue Valley 203 SE 9TH ST GRANTS PASS OR 97526 930588108 501(c)(3) 25000 0 General Support Boys and Girls Club of the Coastside PO BOX 545 HALF MOON BAY CA 940191904 943193725 501(c)(3) 10000 0 General Support Boys and Girls Club of the Rogue Valley 203 SE 9th St Grants Pass OR 97526 930666976 501(c)(3) 10000 0 General Support Brooklyn Friends School 375 PEARL ST Brooklyn NY 112013706 111630751 501(c)(3) 100000 0 General Support Bucks County Childrens Museum 500 Union Square Drive NEW HOPE PA 18938 030600738 501(c)(3) 255000 0 General Support Calvary Chapel Of Santee 10920 Summit Ave SANTEE CA 92071 330202691 501(c)(3) 12000 0 General Support Camp Friendship 339 8TH ST Brooklyn NY 112153313 510187589 501(c)(3) 25000 0 General Support Carson Hope Chapel Foursquare Church 129 E 223RD ST Carson CA 907453801 953794791 501(c)(3) 10000 0 General Support Catholic Foreign Mission Society of America Inc PO Box 302 Maryknoll NY 10545 131740144 501(c)(3) 16903 0 General Support Center for Biological Diversity PO Box 710 Tucson AZ 85702 273943866 501(c)(3) 20000 0 General Support Center for Coastal Studies Inc 5 HOLWAY AVE Provincetown MA 026571326 042609788 501(c)(3) 13718 0 General Support Central Fund of Israel 461 CENTRAL AVE Cedarhurst NY 115162008 132992985 501(c)(3) 50000 0 General Support Chabad Of S Barbara 6047 STOW CANYON RD Goleta CA 931171706 770095044 501(c)(3) 5688 0 General Support Chabad Youth S Barbara 230 E Victoria St Santa Barbara CA 93101 770200478 501(c)(3) 10000 0 General Support Childrens Brain Tumor Foundation Inc 1460 Broadway NEW YORK NY 10036 133512123 501(c)(3) 20000 0 General Support Christian Chapel Assembly of God 2751 SALEM RD Virginia Bch VA 234561222 541347526 501(c)(3) 50000 0 General Support Colorado Animal Rescue Express (CARE) 2801 E Harmony Rd Fort Collins CO 80528 841550544 501(c)(3) 60000 0 General Support Congregation Bnai Torah Inc 700 MOUNT VERNON HWY NE Atlanta GA 303284223 581419696 501(c)(3) 5200 0 General Support Conscious Alliance 3801 INDUSTRIAL LN Broomfield CO 800201661 270035894 501(c)(3) 13000 0 General Support Cool Branch Volunteer Rescue Squad Inc PO BOX 54 Penhook VA 241370054 541444513 501(c)(3) 5400 0 General Support Cor Jesu Academy 10230 Gravois Road St Louis MO 63123 430766243 501(c)(3) 14000 0 General Support Desert Cat Rescue & Sanctuary of Arizona - Dcrsa 6905 S STOCKTON MESA DR Safford AZ 855469397 473983524 501(c)(3) 30000 0 General Support Doctors Without Borders USA 40 Rector St 16th Fl New York NY 10006 133433317 501(c)(3) 5750 0 General Support Donor Advised Charitable Giving 211 MAIN STREET CO S QUEISERT San Francisco CA 941051905 311640316 501(c)(3) 23827 0 General Support Doylestown Health Foundation 595 West State Street DOYLESTOWN PA 18901 232368196 501(c)(3) 50000 0 General Support Emerywood Baptist Church 1300 Country Club Dr High Point NC 27262 560744040 501(c)(3) 8000 0 General Support Epiphany School Inc 154 CENTRE ST Dorchester MA 021242311 043391788 501(c)(3) 7000 0 General Support Fidelity Investments Charitable Gift Fund 245 SUMMER ST MZ NM43A Boston MA 022101116 110303001 501(c)(3) 445517 0 General Support Finca International Inc 1301 K ST NW STE 300W Washington DC 200057043 133240109 501(c)(3) 6000 0 General Support First Baptist Church of East Aurora 591 PORTERVILLE RD EAST AURORA NY 14052 166001201 501(c)(3) 9400 0 General Support First United Methodist Church of Walnut Ridge Po Box 66 Walnut Ridge AR 72476 710285602 501(c)(3) 12000 0 General Support Foundation for the Marooned 7850 Amadeus Dr Indianapolis IN 46239 863532729 501(c)(3) 10000 0 General Support Friends Of The Israel Defense Forces 60 EAST 42ND STREET New York NY 101650006 133156445 501(c)(3) 5500 0 General Support Fulcrum Foundation 1685 S COLORADO BLVD UNIT S 358 Denver CO 802224000 233081735 501(c)(3) 21161 0 General Support Germantown Academy PO BOX 287 FT WASHINGTON PA 19034 231352639 501(c)(3) 5250 0 General Support Geronimo Animal Rescue Team 362 S HILL ST Globe AZ 855012229 844143057 501(c)(3) 120000 0 General Support Gethsemane Lutheran Church 4040 WATONGA BLVD Houston TX 770925399 741392581 501(c)(3) 9000 0 General Support Girl Scouts San Diego 1231 UPAS ST SAN DIEGO CA 92103 951644585 501(c)(3) 6000 0 General Support Girls Who Code Inc 1250 BROADWAY FL 17 New York NY 100013749 300728021 501(c)(3) 50000 0 General Support Glioblastoma Foundation Inc 2451 CROASDAILE FARM PKWY STE 109 Durham NC 277051466 812849764 501(c)(3) 25000 0 General Support Golden Retrievers in Need Rescue Service Inc PO BOX 24365 Cleveland OH 441240365 341712705 501(c)(3) 20000 0 General Support Goldman Sachs Philanthropy Fund PO Box 0604 Albany NY 12201 202168159 501(c)(3) 153270 0 General Support Granite United Way 22 Concord Street MANCHESTER NH 03101 026006033 501(c)(3) 7000 0 General Support Gush Etzion Foundation 281 MASON TERRACE 1 Brookline MA 024462776 311558409 501(c)(3) 8000 0 General Support Hack Foundation 8605 SANTA MONICA BLVD PMB 86294 W HOLLYWOOD CA 90069 812908499 501(c)(3) 10000 0 General Support Hias Inc 1300 SPRING ST STE 500 Silver Spring MD 209103634 874477821 501(c)(3) 6599 0 General Support Holy Nativity Convent Inc 70 CODMAN RD Brookline MA 024457555 237002594 501(c)(3) 9937 0 General Support Holy Nativity Episcopal Private School of Bay County Inc 205 HAMILTON AVE Panama City FL 324013817 721550162 501(c)(3) 10000 0 General Support Illinois Symphony Orchestra Inc 501 W ELLIOTT AVE Springfield IL 627023714 371312674 501(c)(3) 10750 0 General Support Immaculate Heart Retreat Center 6910 S BEN BURR RD Spokane WA 992231819 911434824 501(c)(3) 21161 0 General Support Iowa Public Radio 2111 GRAND AVE STE 100 Des Moines IA 503125393 204227123 501(c)(3) 5250 0 General Support Jeremiah Program 729 WASHINGTON AVE N STE 600 Minneapolis MN 554011118 411801834 501(c)(3) 50000 0 General Support John Maxwell Leadership Foundation Inc 2050 Vista Pkwy West Palm Beach FL 33411 260487839 501(c)(3) 100000 0 General Support Josephine Community Library Foundation PO BOX 1684 GRANTS PASS OR 97528 943051415 501(c)(3) 25000 0 General Support Kentucky Humane Society 241 Steedly Drive Louisville KY 40214 610463938 501(c)(3) 16000 0 General Support King of Kings Lutheran Church 13765 Olive Blvd CHESTERFIELD MO 63017 237001218 501(c)(3) 15000 0 General Support LAKE FOREST CHURCH 8519 Gilead Rd HUNTERSVILLE NC 28078 562194433 501(c)(3) 40000 0 General Support Lake Sunapee Region VNA & Hospice PO Box 2209 NEW LONDON NH 03257 020438862 501(c)(3) 7000 0 General Support Lakes Life Care Center for Women 10359 65th St N Forest Lake MN 55025 411423946 501(c)(3) 13000 0 General Support LANCASTER BAPTIST CHURCH PO BOX 476 Lancaster MO 635480476 237400189 501(c)(3) 38000 0 General Support Lane of Roses PO BOX 154 LEXINGTON KY 40588 465483114 501(c)(3) 6175 0 General Support Leukemia & Lymphoma Society Northeast Territory PO Box 22470 New York NY 10087 135644916 501(c)(3) 50000 0 General Support Maslow Project 500 MONROE ST Medford OR 975013522 270734969 501(c)(3) 9805 0 General Support Monte Vista Presbyterian Church 3797 LYNN RD Newbury Park CA 913205342 952579570 501(c)(3) 15000 0 General Support Morgan Stanley Global Impact Funding Trust Inc C/O RENPSG 8910 PURDUE RD 500 Indianapolis IN 462680000 527082731 501(c)(3) 1448286 0 General Support Mutts in a Rut Rescue PO BOX 111335 Cleveland OH 441117335 470998077 501(c)(3) 20000 0 General Support Naperville Diamonds Softball Association 2863 95TH ST STE 143 PMB 307 Naperville IL 605649006 363923175 501(c)(3) 15000 0 General Support National Parks Conservation Association 777 6TH ST NW STE 700 Washington DC 200014835 530225165 501(c)(3) 20000 0 General Support National Public Radio Inc 1111 North Capitol Street NE WASHINGTON DC 20002 520907625 501(c)(3) 11000 0 General Support North Clackamas Education Foundation 6053 SE KING RD Milwaukie OR 972220000 931114786 501(c)(3) 20000 0 General Support Northern State University Foundation 620 15TH AVE SE Aberdeen SD 574017610 237002314 501(c)(3) 25000 0 General Support OSTERVILLE FREE LIBRARY CORP DBA Osterville Village Library 43 Wianno Ave Osterville MA 02655 042104277 501(c)(3) 15000 0 General Support Outreach United Resource Center Inc 220 COLLYER ST Longmont CO 805015506 742448346 501(c)(3) 10000 0 General Support Pediatric Brain Tumor Foundation of the United States Inc 380 KNOLLWOOD ST SUITE H 125 Winston Salem NC 271031884 581966822 501(c)(3) 10000 0 General Support Pewee Valley Presbyterian Church 119 Central Ave Pewee Valley KY 40056 610524317 501(c)(3) 7700 0 General Support Philabundance 3616 S GALLOWAY ST Philadelphia PA 191485402 232290505 501(c)(3) 6000 0 General Support Pinellas County Education Foundation Inc 12090 STARKEY RD LARGO FL 33773 592688253 501(c)(3) 7550 0 General Support Portland Youth Philharmonic Association 9320 SW BARBUR BLVD STE 140 Portland OR 972195404 930386902 501(c)(3) 10000 0 General Support Presbyterian Mo-Ranch Assembly 2229 FM 1340 Hunt TX 780243037 741168931 501(c)(3) 198971 0 General Support President and Fellows of Harvard College Massachusetts Hall Cambridge MA 02138 042103580 501(c)(3) 10000 0 General Support Prospect Park Alliance Inc 95 Prospect Park W Brooklyn NY 11215 112939557 501(c)(3) 10000 0 General Support Rainer Foothills Wellness Foundation 1675 COLE ST Enumclaw WA 980223509 911192604 501(c)(3) 10000 0 General Support Raymond James Charitable Endowment Fund PO Box 23559 ST PETERSBURG FL 337423559 593652538 501(c)(3) 514060 0 General Support Read Your World Inc 60 GREENWOOD AVE West Newton MA 024652551 922215819 501(c)(3) 10000 0 General Support Renaissance Charitable Foundation Inc 8888 KEYSTONE CROSSING SUITE 1222 Indianapolis IN 462404609 352129262 501(c)(3) 392366 0 General Support Sacred Heart of Jesus DBA Redemptorist Society of Washington 1 Redemptorist Rd Washington DC 20017 530196624 501(c)(3) 10240 0 General Support Saint Johns University 2850 Abbey Plaza PO Box 2000 COLLEGEVILLE MN 56321 453656162 501(c)(3) 10000 0 General Support Sanctuary for Families PO Box 1406 New York NY 10268 112861426 501(c)(3) 25000 0 General Support Sarasota Audubon Society Inc 999 CENTER RD SARASOTA FL 34240 237382804 501(c)(3) 10000 0 General Support Scholarship America PO Box 772514 Detroit MI 48277 042296967 501(c)(3) 116240 0 General Support Sea Education Association Inc 171 WOODS HOLE RD Falmouth MA 025401641 042702102 501(c)(3) 15000 0 General Support Setting Scoliosis Straight Foundation 623 ALDWYCH RD El Cajon CA 920202243 262957475 501(c)(3) 10000 0 General Support Shaw Institute PO Box 1652 BLUE HILL ME 04614 010455007 501(c)(3) 10350 0 General Support Shriners Hospitals for Children 2900 N Rocky Point Drive TAMPA FL 33607 362193608 501(c)(3) 6500 0 General Support Society Of The Holy Transfiguration Monastery Inc 278 WARREN ST Brookline MA 024455950 046188792 501(c)(3) 9937 0 General Support Southeast Missouri University 1 University Plaza MS 7300 Cape Girardeau MO 63701 431291797 501(c)(3) 16500 0 General Support Southwest Initiative Foundation 15 3RD AVE NW Hutchinson MN 553501643 411555592 501(c)(3) 10000 0 General Support St Cecilia Parish 5105 SW Franklin Street Beaverton OR 97005 930446529 501(c)(3) 6400 0 General Support St Jude Childrens Research Hospital Inc 262 DANNY THOMAS PL MEMPHIS TN 38105 620646012 501(c)(3) 16500 0 General Support St Andrews Presbyterian Church 8190 LINCOLN RD Beulah MI 496179785 383352796 501(c)(3) 11000 0 General Support St John Vianney High School 1311 South Kirkwood Road SAINT LOUIS MO 63122 430763332 501(c)(3) 14000 0 General Support St Thomas The Apostle Church 1449 Wilcox Park Dr SE Grand Rapids MI 49506 381405290 501(c)(3) 5200 0 General Support Stephen Siller Tunnel To Towers Foundation 2361 Hylan Boulevard Staten Island NY 10306 020554654 501(c)(3) 6000 0 General Support Stoutsburg Sourland African American Museum PO BOX 162 Hopewell NJ 085250162 812811228 501(c)(3) 10000 0 General Support TASK PO BOX 176 Seymour WI 541650176 392018400 501(c)(3) 10000 0 General Support Texas Book Festival 1023 SPRINGDALE BLDG 14 UNIT B Austin TX 787212465 742776425 501(c)(3) 7500 0 General Support The ARC Minnesota 2446 University Ave W Ste 110 St Paul MN 55114 410695577 501(c)(3) 10000 0 General Support The Louisiana Music and Heritage Experience Inc 330 CARONDELET STREET NEW ORLEANS LA 70130 872248278 501(c)(3) 6000 0 General Support The Nick Wilson Charitable Group PO BOX 80852 PORTLAND OR 97280 931325720 501(c)(3) 10000 0 General Support The Salvation Army 5040 N Pulaski Road ALEXANDRIA VA 22314 222406433 501(c)(3) 10750 0 General Support The University of Chicago 6054 S DREXEL AVE SUITE 300 CHICAGO IL 60637 362177139 501(c)(3) 10000 0 General Support The University of Tennessee Foundation 1525 University Ave Knoxville TN 37921 620476280 501(c)(3) 33000 0 General Support The WellBoring Foundation Inc 2721 W PARK DR Paducah KY 420019058 862961241 501(c)(3) 10000 0 General Support Trinity Lutheran Church 210 7TH ST S Moorhead MN 565602741 410721676 501(c)(3) 30000 0 General Support Unity San Francisco 240 PAGE ST SAN FRANCISCO CA 94102 946001470 501(c)(3) 8500 0 General Support University of Washington Foundation 400 GERBERDING HALL Seattle WA 981950001 943079432 501(c)(3) 20000 0 General Support Upper Valley Haven Inc 713 Hartford Ave WHITE RIV JCT VT 05001 030277908 501(c)(3) 7500 0 General Support Urban Impact 7728 Rainier Ave S SEATTLE WA 98118 911368333 501(c)(3) 9600 0 General Support US Committee for Refugees and Immigrants Inc 2231 Crystal Dr Ste 350 Arlington VA 22202 131878704 501(c)(3) 125000 0 General Support Wake Forest University 1834 Wake Forest Rd Winston Salem NC 27109 560532138 501(c)(3) 5500 0 General Support Windom Area Health Foundation 2150 Hospital Dr Windom MN 56101 416058473 501(c)(3) 10000 0 General Support World Central Kitchen Incorporated PO Box 96538 Washington DC 200906538 273521132 501(c)(3) 10250 0 General Support Wounded Warrior Project 4899 BELFORT RD STE 300 JACKSONVILLE FL 32256 202370934 501(c)(3) 6000 0 General Support 133 0 Part I, Line 2: The Organization has established procedures in place to substantiate the amounts of the grants, the grantee's eligibility for the grants, and the selection criteria used to award the grants in order to monitor the use of grant funds. X 42 1402993 Market Price 0 0 0 0 Form 990, Part VI, Section A, line 3 Advisors Charitable Gift Fund used Northeast Retirement Services to provide management services including top management and financial officers. The officers are paid by NRS and the amount of compensation allocated to ACGF is undeterminable. This contract was terminated on 10/1/2025. Form 990, Part VI, Section B, line 11b The Organization's Chairman 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.