Aubert J Fay Charitable Fund

Lowell, MA
Tax-exempt since Aug. 2023
EIN: 51-0203622

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$361k (2024)

Expenses

$491k (2024)

Total Assets

$3.37M (2024)

Total Liabilities

$4.97k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$361,209

Expenses

$491,012

Net Income

-$129,803

Net Assets

$3,365,259

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,938	3.6%
Dividends	$171,333	47.4%
Sales of Assets	$176,938	49.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$468,019	95.3%
Compensation of Officers*	$19,763	4.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,370,224
Total Liabilities	$4,965
Net Assets	$3,365,259

Compensation

Key Employees and Officers	Compensation	Other
John F Gervais (Trustee)	$7,121	$0
Stephen L Gervais Jr (Trustee)	$6,321	$0
Dexter Stevens (Trustee)	$6,321	$0

990-PF

Filed on Oct. 31, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$498,275

Expenses

$410,976

Net Income

$87,299

Net Assets

$3,493,513

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,693	1.1%
Dividends	$163,140	32.7%
Sales of Assets	$329,442	66.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$373,874	91.0%
Compensation of Officers*	$18,189	4.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,495,925
Total Liabilities	$2,412
Net Assets	$3,493,513

Compensation

Key Employees and Officers	Compensation	Other
John F Gervais (Trustee)	$6,463	$0
Stephen L Gervais Jr (Trustee)	$5,863	$0
Dexter Stevens (Trustee)	$5,863	$0

990-PF

Filed on July 29, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$307,517

Expenses

$342,306

Net Income

-$34,789

Net Assets

$3,397,953

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$204	0.1%
Dividends	$154,316	50.2%
Sales of Assets	$152,997	49.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$325,349	95.0%
Compensation of Officers*	$17,850	5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,416,561
Total Liabilities	$18,608
Net Assets	$3,397,953

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2021

Revenue

$422,482

Expenses

$289,143

Net Income

$133,339

Net Assets

$3,432,606

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21	0.0%
Dividends	$143,223	33.9%
Sales of Assets	$0
Other Income	$279,238	66.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$271,452	93.9%
Compensation of Officers*	$16,110	5.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,446,923
Total Liabilities	$14,317
Net Assets	$3,432,606

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2020

Revenue

$582,485

Expenses

$273,398

Net Income

$309,087

Net Assets

$3,333,932

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$40	0.0%
Dividends	$145,305	24.9%
Sales of Assets	$0
Other Income	$437,140	75.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$254,354	93.0%
Compensation of Officers*	$16,110	5.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,342,543
Total Liabilities	$8,611
Net Assets	$3,333,932

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2019

Revenue

$388,871

Expenses

$294,945

Net Income

$93,926

Net Assets

$2,989,765

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$274	0.1%
Dividends	$160,151	41.2%
Sales of Assets	$0
Other Income	$228,446	58.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$279,055	94.6%
Compensation of Officers*	$16,110	5.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,990,434
Total Liabilities	$669
Net Assets	$2,989,765

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2018

Revenue

$493,291

Expenses

$290,114

Net Income

$203,177

Net Assets

$2,896,088

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$431	0.1%
Dividends	$162,500	32.9%
Sales of Assets	$0
Other Income	$330,360	67.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$271,175	93.5%
Compensation of Officers*	$22,123	7.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,896,088
Total Liabilities	$0
Net Assets	$2,896,088

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2017

Revenue

$324,238

Expenses

$266,341

Net Income

$57,897

Net Assets

$2,721,857

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$502	0.2%
Dividends	$158,206	48.8%
Sales of Assets	$165,530	51.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$254,549	95.6%
Compensation of Officers*	$15,969	6.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,721,857
Total Liabilities	$0
Net Assets	$2,721,857

Compensation

Key Employees and Officers	Compensation	Other
John F Gervais (Trustee)	$5,723	$0
Dexter Stevens (Trustee)	$5,123	$0
Stephen L Gervais Jr (Trustee)	$5,123	$0

990-PF

Filed on Nov. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$289,299

Expenses

$252,231

Net Income

$37,068

Net Assets

$2,663,960

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,047	0.4%
Dividends	$155,866	53.9%
Sales of Assets	$132,386	45.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$240,502	95.3%
Compensation of Officers*	$15,426	6.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,663,960
Total Liabilities	$0
Net Assets	$2,663,960

Compensation

Key Employees and Officers	Compensation	Other
John F Gervais (Trustee)	$5,542	$0
Dexter Stevens (Trustee)	$4,942	$0
Stephen L Gervais Jr (Trustee)	$4,942	$0

990-PF

Filed on Nov. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$205,663

Expenses

$237,716

Net Income

-$32,053

Net Assets

$2,626,892

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,035	0.5%
Dividends	$148,668	72.3%
Sales of Assets	$55,960	27.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$226,437	95.3%
Compensation of Officers*	$18,650	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,626,892
Total Liabilities	$0
Net Assets	$2,626,892

Compensation

Key Employees and Officers	Compensation	Other
John F Gervais (Trustee)	$6,610	$0
Stephen L Gervais (Trustee)	$6,020	$0
Dexter Stevens (Trustee)	$6,020	$0

990-PF

Filed on Nov. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$269,671

Expenses

$209,225

Net Income

$60,446

Net Assets

$2,658,945

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,014	0.4%
Dividends	$191,785	71.1%
Sales of Assets	$76,872	28.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,182	95.7%
Compensation of Officers*	$14,259	6.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,658,945
Total Liabilities	$0
Net Assets	$2,658,945

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$383,135

Expenses

$207,937

Net Income

$175,198

Net Assets

$2,598,499

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$136	0.0%
Dividends	$133,972	35.0%
Sales of Assets	$249,027	65.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$199,082	95.7%
Compensation of Officers*	$14,334	6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,598,499
Total Liabilities	$0
Net Assets	$2,598,499

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$119,418

Expenses

$189,370

Net Income

-$69,952

Net Assets

$2,423,301

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33	0.0%
Dividends	$135,100	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$182,915	96.6%
Compensation of Officers*	$9,628	5.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,423,301
Total Liabilities	$0
Net Assets	$2,423,301

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$124,074

Expenses

$178,990

Net Income

-$54,916

Net Assets

$2,493,253

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$38	0.0%
Dividends	$132,531	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$169,226	94.5%
Compensation of Officers*	$8,830	4.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,493,253
Total Liabilities	$0
Net Assets	$2,493,253

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

Aubert J Fay Charitable Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $361k (2024)

Expenses $491k (2024)

Total Assets $3.37M (2024)

Total Liabilities $4.97k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

No Document Links

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

No Document Links

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

No Document Links

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

No Document Links

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$361k (2024)

Expenses

$491k (2024)

Total Assets

$3.37M (2024)

Total Liabilities

$4.97k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001