Bny Mellon Charitable Gift Fund

Boston, Massachusetts

B+Health Score
67B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 200 peers in Philanthropy, Voluntarism & Grantmaking with $100M-$1B revenue

💰
$171.3M
Total Revenue
📊
$117.3M
Total Expenses
🏦
$496.6M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-53.5%
Year-over-year change (2022 → 2023)
Net Margin
+31.5%
Revenue minus expenses as % of revenue

Filing History

12 filings on record
YearRevenueExpensesAssets
2023$171,318,57354%$117,278,57229%$496,581,5483%
2022$368,613,38277%$91,016,111100%$482,326,88741%
2021$208,280,79564%$45,489,14139%$342,614,89445%
2020$127,126,29511%$74,126,50486%$235,723,5528%
2019$114,515,57213%$39,937,74536%$219,249,45924%
2018$131,920,003126%$29,362,47692%$177,476,84372%
2017$58,281,77513%$15,331,70688%$103,359,82850%
2016$51,493,01976%$8,143,363154%$69,019,580127%
2015$29,260,198147%$3,203,012105%$30,427,986271%
2014$11,869,998986%$1,559,472258%$8,205,6621149%
2013$1,092,564$435,385$657,179
2012$0$0$0

Frequently Asked Questions

What does Bny Mellon Charitable Gift Fund do?

Bny Mellon Charitable Gift Fund is a philanthropy, voluntarism & grantmaking nonprofit organization based in Massachusetts. It is classified under NTEE code T30 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Bny Mellon Charitable Gift Fund financially healthy?

Based on our 9-metric Financial Health Score model, Bny Mellon Charitable Gift Fund has a score of 67/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Bny Mellon Charitable Gift Fund generate?

Bny Mellon Charitable Gift Fund reports $284.9M in annual revenue and holds $2.0M in total assets, based on IRS filings.

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