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Nonprofit · EIN 04-6023790

ALBERT J GIFFORD CHARITABLE TR

Tax-exempt · WORCESTER, MA 01608

Financials

$106K$178K2023$220K$201K2024
Revenue Expenses · by fiscal year end
Financials of ALBERT J GIFFORD CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$220,192$201,274$18,918$1,286,322$0$1,286,322
December 31, 2023990-PF$106,059$178,073-$72,014$1,268,634$0$1,268,634
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$95,261
Net gain from sales of assets
$116,312
Other income
$8,619

Expenses

Grants and similar amounts paid
$140,000
Compensation of officers, directors and key employees
$15,000
Disbursements for charitable purposes
$168,615
Excise tax on investment income
$2,378

Balance sheet and other

Total assets, start of year
$1,268,633
Total assets, end of year
$1,286,322
Total liabilities, end of year
$0
Net assets, end of year
$1,286,322
Fair market value of assets
$3,381,470
Qualifying distributions
$168,615
Net investment income
$202,652

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
WARNER S FLETCHER
100 FRONT STREET 5TH FLOOR, WORCESTER, MA 01608
TRUSTEE1$5,000
GIFFORD C BROWN
7788 MEADOW LANE, NEWBURGH, IN 47630
TRUSTEE1$5,000
DOUGLAS Q MEYSTRE
100 FRONT STREET 5TH FLOOR, WORCESTER, MA 01608
TRUSTEE1$5,000
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
WARNER S FLETCHER
100 FRONT STREET 5TH FLOOR, WORCESTER, MA 01608
TRUSTEE1$5,000
GIFFORD C BROWN
7788 MEADOW LANE, NEWBURGH, IN 47630
TRUSTEE1$5,000
DOUGLAS Q MEYSTRE
100 FRONT STREET 5TH FLOOR, WORCESTER, MA 01608
TRUSTEE1$5,000

Address and contacts

Address (IRS master file)
100 FRONT STREET 5TH FLOOR, WORCESTER, MA 01608-1425
Signed the 990-PF
WARNER S FLETCHER, TRUSTEE
Phone
(508) 459-8000
Return prepared by
DELOITTE TAX LLP

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6023790
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
1962
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,286,322
Income (IRS master file)
$250,810

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$220,192$201,274$1,286,322XML
990-TDecember 2024–––IRS
990-PFDecember 2023$106,059$178,073$1,268,634XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 04-6023790).

Questions about ALBERT J GIFFORD CHARITABLE TR

What is the EIN of ALBERT J GIFFORD CHARITABLE TR?
The employer identification number (EIN) of ALBERT J GIFFORD CHARITABLE TR is 04-6023790.
Is ALBERT J GIFFORD CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
Are donations to ALBERT J GIFFORD CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALBERT J GIFFORD CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of ALBERT J GIFFORD CHARITABLE TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ALBERT J GIFFORD CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ALBERT J GIFFORD CHARITABLE TR?
The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $5,000 (WARNER S FLETCHER, TRUSTEE).
How much revenue does ALBERT J GIFFORD CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $220,192, expenses of $201,274 and total assets of $1,286,322 at year end.

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