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Nonprofit · EIN 04-3366747

GATEWAY FUND

Tax-exempt · BOSTON, MA 02108

Financials

$3.1M$486K2023$243K$499K2024$398K$555K2025
Revenue Expenses · by fiscal year end
Financials of GATEWAY FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$397,759$555,120-$157,361$4,882,629$0$4,882,629
December 31, 2024990-PF$242,877$498,558-$255,681$5,044,990$0$5,044,990
December 31, 2023990-PF$3,055,212$485,725$2,569,487$5,304,568$0$5,304,568
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$103,917
Dividends
$101,610
Interest
$27,043
Net gain from sales of assets
$126,949
Other income
$38,240

Expenses

Grants and similar amounts paid
$487,580
Disbursements for charitable purposes
$487,580
Excise tax on investment income
$2,572

Balance sheet and other

Total assets, start of year
$5,044,990
Total assets, end of year
$4,882,629
Total liabilities, end of year
$0
Net assets, end of year
$4,882,629
Fair market value of assets
$10,921,772
Qualifying distributions
$487,580
Net investment income
$252,536

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JAMESON S FRENCH
45 DRIFTWOOD LANE, PORTSMOUTH, NH 03801
TRUSTEE5$0
JENNIE BROOKS FRENCH
45 DRIFTWOOD LANE, PORTSMOUTH, NH 03801
TRUSTEE5$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
JAMESON S FRENCH
45 DRIFTWOOD LANE, PORTSMOUTH, NH 03801
TRUSTEE5$0
JENNIE BROOKS FRENCH
45 DRIFTWOOD LANE, PORTSMOUTH, NH 03801
TRUSTEE5$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
JAMESON S FRENCH
45 DRIFTWOOD LANE, PORTSMOUTH, NH 03801
TRUSTEE5$0
JENNIE BROOKS FRENCH
45 DRIFTWOOD LANE, PORTSMOUTH, NH 03801
TRUSTEE5$0

Address and contacts

Address (IRS master file)
45 SCHOOL ST 5TH FLOOR, BOSTON, MA 02108-3207
In care of
% WELCH & FORBES
Signed the 990-PF
JAMESON S FRENCH, TRUSTEE
Phone
(617) 523-1635
Return prepared by
WELCH & FORBES LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-3366747
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1997
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,882,629
Income (IRS master file)
$729,513

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$397,759$555,120$4,882,629IRS
990-PFDecember 2024$242,877$498,558$5,044,990IRS
990-PFDecember 2023$3,055,212$485,725$5,304,568XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3366747).

Questions about GATEWAY FUND

What is the EIN of GATEWAY FUND?
The employer identification number (EIN) of GATEWAY FUND is 04-3366747.
Is GATEWAY FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to GATEWAY FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GATEWAY FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of GATEWAY FUND due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GATEWAY FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of GATEWAY FUND?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does GATEWAY FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $397,759, expenses of $555,120 and total assets of $4,882,629 at year end.

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