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Nonprofit · EIN 04-6649138

FIDUCIARY CHARITABLE FOUNDATION

Tax-exempt · BOSTON, MA 02205

Financials

$52.4M$51.5M2023$61.1M$57.8M2024
Revenue Expenses · by fiscal year end
Financials of FIDUCIARY CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$61,054,716$57,820,814$3,233,902$112,185,493$0$112,185,493
December 31, 2023990$52,413,412$51,506,572$906,840$108,834,291$0$108,834,291
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$46,604,951
Program service revenue
$0
Investment income
$14,449,765
Net gain from sales of assets
$11,938,958
Other revenue
$0

Expenses

Grants and similar amounts paid
$56,921,448
Other salaries and wages
$100,800
Salaries, compensation and benefits (total)
$100,800
Professional fundraising fees
$0
Occupancy
$16,500
Program services (functional)
$56,998,487
Management and general (functional)
$822,327

Balance sheet and other

Total assets, start of year
$108,834,291
Total assets, end of year
$112,185,493
Total liabilities, end of year
$0
Net assets, end of year
$112,185,493
Publicly traded securities
$96,422,254
Net assets without donor restrictions
$112,175,593
Net assets with donor restrictions
$9,900
Gross receipts
$125,122,203
Employees
0
Volunteers
6
Year formed
1990
State of legal domicile
MA

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
PETER BROWNTRUSTEE
Trustee or director
1$0
EMILY MCCANNTRUSTEE
Trustee or director
1$0
DOUG MARSHALLTRUSTEE
Trustee or director
1$0
ROBIN POWELL MANDJESTRUSTEE (AS OF 2/28/24)
Trustee or director
1$0
TODD ECKLERPRESIDENT/EXECUTIVE DIRECT
Officer
1$0
ADAM THOMPSONCFO
Officer
1$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
PETER BROWNTRUSTEE
Trustee or director
1$0
EMILY MCCANNTRUSTEE
Trustee or director
1$0
DOUG MARSHALLTRUSTEE
Trustee or director
1$0
TODD ECKLERPRESIDENT/EXECUTIVE DIRECT
Officer
1$0
ADAM THOMPSONCFO
Officer
1$0

Address and contacts

Address (IRS master file)
CO FIDUCIARY TRUST CO PO BOX 558, BOSTON, MA 02205-0000
In care of
% FIDUCIARY TRUST CO TTEE
Principal officer (990 for 2024)
TODD ECKLER, C/O FIDUCIARY TRUST CO PO BOX 55806, BOSTON, MA 022055806
Signed the 990
EMILY MCCANN, TRUSTEE
Phone
(617) 292-6766
Return prepared by
WOLF & COMPANY PC

Mission

CHARITABLE TRUST ORGANIZED TO FACILITATE CHARITABLE GIVING BY 1) ACCEPTING MARKETABLE SECURITIES, LIQUIDATING THE ASSET AND DISPENSING THE PROCEEDS TO VARIOUS DESIGNATED CHARITIES, AND 2) SPONSORING AND ADMINISTERING DONOR ADVISED FUNDS.

990 for the year ended December 31, 2024

Program accomplishments

  • THE ORGANIZATION FACILITATES CHARITABLE GIVING BY ACCEPTING MARKETABLE SECURITIES, LIQUIDATING THE ASSET AND DISPENSING THE PROCEEDS AS GRANTS TO VARIOUS 501(C)(3) CHARITABLE ORGANIZATIONS PER THE DONOR'S INSTRUCTIONS INCLUDED WITH THE GIFT.
    Expenses $2,365,572 · grants $2,288,533
  • THE FOUNDATION FACILITATES CHARITABLE GIVING BY SPONSORING AND ADMINISTERING DONOR ADVISED FUNDS.
    Expenses $54,632,915 · grants $54,632,915

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
04-6649138
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1990
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$112,185,493
Income (IRS master file)
$125,122,203

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$61,054,716$57,820,814$112,185,493XML
990December 2023$52,413,412$51,506,572$108,834,291XML
990December 2022$36,442,800$29,327,141$115,277,256IRS
990December 2021–––IRS
990December 2020–––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 04-6649138).

Questions about FIDUCIARY CHARITABLE FOUNDATION

What is the EIN of FIDUCIARY CHARITABLE FOUNDATION?
The employer identification number (EIN) of FIDUCIARY CHARITABLE FOUNDATION is 04-6649138.
Is FIDUCIARY CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to FIDUCIARY CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does FIDUCIARY CHARITABLE FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of FIDUCIARY CHARITABLE FOUNDATION 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 FIDUCIARY CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of FIDUCIARY CHARITABLE FOUNDATION?
The 990 for the year ended December 31, 2024 names TODD ECKLER.
Who are the officers and directors of FIDUCIARY CHARITABLE FOUNDATION?
The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does FIDUCIARY CHARITABLE FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $61,054,716, expenses of $57,820,814 and total assets of $112,185,493 at year end.

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