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Nonprofit · EIN 30-0748315

BNY MELLON CHARITABLE GIFT FUND

Tax-exempt · BOSTON, MA 02108

Financials

$171.3M$117.3M2023$284.9M$729.3M2024
Revenue Expenses · by fiscal year end
Financials of BNY MELLON CHARITABLE GIFT FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$284,885,079$729,328,475-$444,443,396$1,963,215$0$1,963,215
December 31, 2023990$171,318,573$117,278,572$54,040,001$496,581,548$0$496,581,548
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$164,097,462
Program service revenue
$0
Investment income
$119,305,308
Net gain from sales of assets
$103,322,091
Other revenue
$1,482,309

Expenses

Grants and similar amounts paid
$725,628,666
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$42,284
Accounting fees
$130,992
Program services (functional)
$725,628,666
Management and general (functional)
$3,699,809

Balance sheet and other

Total assets, start of year
$496,581,548
Total assets, end of year
$1,963,215
Total liabilities, end of year
$0
Net assets, end of year
$1,963,215
Publicly traded securities
$1,263,563
Net assets with donor restrictions
$1,963,215
Gross receipts
$1,286,422,107
Employees
0
Volunteers
7
Year formed
2012
State of legal domicile
DE

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
CYNTHIA DANESDIRECTOR
Trustee or director
0.5$0
GEORGE RIOSECRETARY & DIRECTOR
Trustee or director, Officer
0.5$0
JOSEPH DELLO RUSSOPRESIDENT & DIRECTOR
Trustee or director, Officer
0.5$0
KATE TAYLORDIRECTOR
Trustee or director
0.5$0
KOMAL MISRADIRECTOR
Trustee or director
0.5$0
LAUREN MESSMOREDIRECTOR
Trustee or director
0.5$0
WILLIAM ELCOCKTREASURER & DIRECTOR
Trustee or director, Officer
0.5$0
CARLOS BYRNEASST SECRETARY&ASST TREASU
Officer
0.5$0
CHRISTIAN TINORYASST TREASURER
Officer
0.5$0
SHARON SCARAMOZZAASST SECRETARY
Officer
0.5$0
WILLIAM MORGANASST TREASURER
Officer
0.5$0
990 for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensation
CRYSTAL THOMPKINSOUTGOING DIRECTOR
Trustee or director
0.5$0
CYNTHIA DANESDIRECTOR
Trustee or director
0.5$0
GEORGE RIOSECRETARY
Trustee or director, Officer
0.5$0
JOSEPH DELLO RUSSOPRESIDENT
Trustee or director, Officer
0.5$0
KATE TAYLORDIRECTOR
Trustee or director
0.5$0
KOMAL MISRADIRECTOR
Trustee or director
0.5$0
LAUREN MESSMOREDIRECTOR
Trustee or director
0.5$0
PAMELA SCOTTOUTGOING DIRECTOR
Trustee or director
0.5$0
WILLIAM ELCOCKTREASURER
Trustee or director, Officer
0.5$0
CARLOS BYRNEASST SECRETARY&ASST TREASURER
Officer
0.5$0
CHRISTIAN TINORYASST TREASURER
Officer
0.5$0
DANIEL COUGHLINOUTGOING ASST TREASURER
Officer
0.5$0
SHARON SCARAMOZZAASST SECRETARY
Officer
0.5$0
WILLIAM MORGANASST TREASURER
Officer
0.5$0

Address and contacts

Address (IRS master file)
201 WASHINGTON STREET STE 024-0062, BOSTON, MA 02108-4414
In care of
% GEORGE RIO
Principal officer (990 for 2024)
CARLOS BYRNE, 201 WASHINGTON STREET STE 024-0062, BOSTON, MA 02108
Signed the 990
CARLOS BYRNE, ASST TREASURER/SECRETARY
Phone
(617) 722-7191
Return prepared by
COHNREZNICK ADVISORY LLC

Mission

BNY MELLON CHARITABLE GIFT FUND IS A 501(C)(3) WHICH PROMOTES PHILANTHROPY BY RECEIVING CHARITABLE CONTRIBUTIONS, BY PROVIDING SUPPORT TO ENCOURAGE THE MAKING OF CHARITABLE CONTRIBUTIONS, POOLING SUCH CONTRIBUTIONS FOR INVESTMENT MANAGEMENT AND ADMINISTRATIVE PURPOSES, AND BY MAKING GIFTS TO ORGANIZATIONS WHICH ARE DEDICATED TO CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES.

990 for the year ended December 31, 2024

Program accomplishments

  • BNY MELLON CHARITABLE GIFT FUND IS A 501(C)(3) WHICH PROMOTES PHILANTHROPY BY RECEIVING CHARITABLE CONTRIBUTIONS, BY PROVIDING SUPPORT TO ENCOURAGE THE MAKING OF CHARITABLE CONTRIBUTIONS, POOLING SUCH CONTRIBUTIONS FOR INVESTMENT MANAGEMENT AND ADMINISTRATIVE PURPOSES, AND BY MAKING GIFTS TO ORGANIZATIONS WHICH ARE DEDICATED TO CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES.
    Expenses $725,628,666 · grants $725,628,666 · revenue $1,482,309

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
30-0748315
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
2013
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,963,215
Income (IRS master file)
$1,286,422,107

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$284,885,079$729,328,475$1,963,215XML
990December 2023$171,318,573$117,278,572$496,581,548XML
990December 2022$368,613,382$91,016,111$482,326,887IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 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 30-0748315).

Questions about BNY MELLON CHARITABLE GIFT FUND

What is the EIN of BNY MELLON CHARITABLE GIFT FUND?
The employer identification number (EIN) of BNY MELLON CHARITABLE GIFT FUND is 30-0748315.
Is BNY MELLON CHARITABLE GIFT FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
Are donations to BNY MELLON CHARITABLE GIFT FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BNY MELLON CHARITABLE GIFT FUND 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 BNY MELLON CHARITABLE GIFT FUND 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 BNY MELLON CHARITABLE GIFT FUND 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 BNY MELLON CHARITABLE GIFT FUND?
The 990 for the year ended December 31, 2024 names CARLOS BYRNE.
Who are the officers and directors of BNY MELLON CHARITABLE GIFT FUND?
The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
How much revenue does BNY MELLON CHARITABLE GIFT FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $284,885,079, expenses of $729,328,475 and total assets of $1,963,215 at year end.

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