GRAND CIRCLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GRAND CIRCLE FOUNDATION INC (EIN 04-3175434)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349108860
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T16:47:01-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043175434 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAND CIRCLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAN | BusinessNameControlTxt |
| Phone | 6177903974 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 347 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN LEWIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6177903974 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALAN | PersonFirstNm |
| Person Last | LEWIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ABIGAIL MELIA | PreparerPersonNm |
| PTIN | P02377323 | PTIN |
| Phone | 6172928400 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,359,484 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $704,838 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16,846 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,846 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $16,846 | InterestOnSavingsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $721,684 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,846 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $16,846 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $750,275 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $750,275 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $46,747 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $46,747 | PensionEmplBnftDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $876,215 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $876,215 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,673,237 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,673,237 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $166,277 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $166,277 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,839,514 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,839,514 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,117,830 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,846 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,846 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$1 | CashEOYAmt |
| Cash EOYFMV | -$1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,181,627 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,342,953 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,342,953 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $48,625 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $28,932 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $16,532 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $16,532 | PrepaidExpensesEOYFMVAmt |
| Total Assets BOY | $4,259,184 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,359,484 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,359,484 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $38,915 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $15,904 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $57,441 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $316,592 | LoansFromOfficersEOYAmt |
| Other Liabilities BOY | $86,240 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $68,230 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $182,596 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $400,726 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,103,747 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,958,758 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $972,841 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,076,588 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,958,758 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,259,184 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,359,484 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,076,588 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,117,830 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,958,758 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,958,758 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $234 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $234 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $234 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $266 | OverpaymentAmt |
| Applied To ES Tax | $266 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GRANDCIRCLEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | CHRISTOPHER ZIGMONT | IndividualWithBooksNm |
| Phone | 6177903900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GRAND CIRCLE 347 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALAN E LEWIS | ||||||||
| GRAND CIRCLE CORP 347 CONGRESS ST | BOSTON | MA | 02210 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JANICE BYRNES | ||||||||
| GRAND CIRCLE CORP 347 CONGRESS ST | BOSTON | MA | 02210 | VICE PRESIDENT, TREASURER, | 37.50 | $0 | $0 | $0 |
| CHARLOTTE R LEWIS | ||||||||
| GRAND CIRCLE CORP 347 CONGRESS ST | BOSTON | MA | 02210 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| EDWARD R LEWIS | ||||||||
| GRAND CIRCLE CORP 347 CONGRESS ST | BOSTON | MA | 02210 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| HARRIET LEWIS | ||||||||
| GRAND CIRCLE CORP 347 CONGRESS ST | BOSTON | MA | 02210 | DIRECTOR | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JUMA CRAWFORD | ||||||||
| 347 CONGRESS STREET | BOSTON | MA | 02210 | PRESIDENT, LEWIS FAM | 37.50 | $153,536 | $17,814 | $0 |
| MARISA LOPES | ||||||||
| 347 CONGRESS STREET | BOSTON | MA | 02210 | DIRECTOR OF OPERATIO | 37.50 | $132,269 | $4,322 | $0 |
| BRIANNA FORDE | ||||||||
| 347 CONGRESS STREET | BOSTON | MA | 02210 | DIRECTOR OF IMPACT & | 37.50 | $80,733 | $6,240 | $0 |
| JANICE BYRNES | ||||||||
| 347 CONGRESS STREET | BOSTON | MA | 02210 | VP, GRAND CIRCLE FOU | 37.50 | $70,460 | $8,673 | $0 |
| DANIEL DELEON | ||||||||
| 347 CONGRESS STREET | BOSTON | MA | 02210 | EXECUTIVE ASSISTANT | 37.50 | $67,173 | $6,138 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JUMA CRAWFORD | |||||
| 347 CONGRESS STREET | BOSTON | MA | 02210 | TRANSITIONAL SERVICES | $50,000 |
| RSM US LLP | |||||
| 80 CITY SQUARE | BOSTON | MA | 02129 | AUDIT FIRM FOR 2020 | $45,099 |
| ANDERSEN TAX LLC | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | TAX FIRM | $29,200 |
| KPMG LLP | |||||
| PO BOX 120511 | DALLAS | TX | 75312 | AUDIT FIRM FOR 2019/TRANSITION TO 2020 | $25,000 |
| PINNACLE LEADERSHIP FOUNDATION | |||||
| 347 CONGRESS STREET | BOSTON | MA | 02210 | LEADERSHIP EVENTS FOR BOSTON BASED PROGRAMS | $24,103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTEE NAME: WINE2WATERWATER ACCESS NEEDS FURTHER ASSESSMENT TO DETERMINE THE NUMBER OF WELLS AND LOCATIONS IN THE TARANGIRAI REGION. | Description1Txt |
| Expenses1 | $36,500 | Expenses1Amt |
| Description2 | GRANTEE NAME: WINE2WATER NATIVE AMERICAN CLEAN WATER. | Description2Txt |
| Expenses2 | $25,000 | Expenses2Amt |
| Description3 | GRANTEE NAME: DAILY TABLEFUNDS RAISED AS PART OF AN EMAIL CAMPAIGN. | Description3Txt |
| Expenses3 | $23,800 | Expenses3Amt |
| Description4 | GRANTEE NAME: DAILY TABLEFUNDS RAISED AS PART OF AN EMAIL CAMPAIGN. | Description4Txt |
| Expenses4 | $18,477 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,691,422 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,691,422 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,691,422 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,371 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,636,051 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $181,803 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,839,514 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,839,514 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,839,514 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $16,846 | CurrentYearAmt |
| Year1 | $263,627 | Year1Amt |
| Year2 | $273,761 | Year2Amt |
| Year3 | $15,317 | Year3Amt |
| Total | $569,551 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $14,319 | CurrentYearAmt |
| Year1 | $224,083 | Year1Amt |
| Year2 | $232,697 | Year2Amt |
| Year3 | $13,019 | Year3Amt |
| Total | $484,118 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,839,514 | CurrentYearAmt |
| Year1 | $3,813,046 | Year1Amt |
| Year2 | $1,347,066 | Year2Amt |
| Year3 | $841,317 | Year3Amt |
| Total | $7,840,943 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,839,514 | CurrentYearAmt |
| Year1 | $3,813,046 | Year1Amt |
| Year2 | $1,347,066 | Year2Amt |
| Year3 | $841,317 | Year3Amt |
| Total | $7,840,943 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,359,485 | CurrentYearAmt |
| Year1 | $4,259,183 | Year1Amt |
| Year2 | $6,052,361 | Year2Amt |
| Year3 | $6,851,152 | Year3Amt |
| Total | $20,522,181 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,359,485 | CurrentYearAmt |
| Year1 | $3,865,719 | Year1Amt |
| Year2 | $5,638,751 | Year2Amt |
| Year3 | $6,293,360 | Year3Amt |
| Total | $19,157,315 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $121,202 | CurrentYearAmt |
| Year1 | $175,751 | Year1Amt |
| Year2 | $182,507 | Year2Amt |
| Year3 | $213,153 | Year3Amt |
| Total | $692,613 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $16,846 | CurrentYearAmt |
| Total | $16,846 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| WINE2WATER | ||||||
| PO BOX 2567 | BOONE | NC | 28607 | PC | TARANGIRE FILTERS | $10,000 |
| DAILY TABLE | ||||||
| 420 WASHINGTON STREET | DORCHESTER | MA | 02124 | PC | GENERAL | $23,800 |
| DAILY TABLE | ||||||
| 420 WASHINGTON STREET | DORCHESTER | MA | 02124 | PC | GENERAL | $1,000 |
| DAILY TABLE | ||||||
| 420 WASHINGTON STREET | DORCHESTER | MA | 02124 | PC | GENERAL | $1,000 |
| DAILY TABLE | ||||||
| 420 WASHINGTON STREET | DORCHESTER | MA | 02124 | PC | GENERAL | $3,500 |
| DAILY TABLE | ||||||
| 420 WASHINGTON STREET | DORCHESTER | MA | 02124 | PC | GENERAL | $1,000 |
| DAILY TABLE | ||||||
| 420 WASHINGTON STREET | DORCHESTER | MA | 02124 | PC | GENERAL | $5,000 |
| DAILY TABLE | ||||||
| 420 WASHINGTON STREET | DORCHESTER | MA | 02124 | PC | GENERAL | $1,000 |
| DAILY TABLE | ||||||
| 420 WASHINGTON STREET | DORCHESTER | MA | 02124 | PC | GENERAL | $18,477 |
| SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLE | ||||||
| PO BOX 4569 | ARCATA | CA | 95518 | PC | GENERAL | $10,000 |
| INDIAN PUEBLO CULTURAL CENTER | ||||||
| 2401 12TH STREET NW | ALBUQUERQUE | NM | 87104 | PC | GENERAL | $10,000 |
| THE HOPI FOUNDATION | ||||||
| 110 MAIN STREET | KYKOTSMOVI VILLAGE | AZ | 86039 | PC | HOPI COVID RELIEF | $10,000 |
| PUEBLO OF ZUNI | ||||||
| PO BOX 339 | ZUNI | NM | 87327 | PC | GENERAL | $10,000 |
| WINE2WATER | ||||||
| PO BOX 2567 | BOONE | NC | 28607 | PC | TANZANIA EXPANSION | $36,500 |
| WINE2WATER | ||||||
| PO BOX 2567 | BOONE | NC | 28607 | PC | CLEAN WATER | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $166,277 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,846 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,846 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,846 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 10 | THIS CULTURAL EXCHANGE PROGRAM FOCUSES ON MEANINGFUL INTERACTIONS WITH |
| 10 | THE PEOPLE AND COMMUNITY OF THE DIVERSE REGIONS OF CUBA BY BRINGING |
| 10 | PEOPLE INTO THE RARE, AUTHENTIC VIEW OF DAILY LIFE IN CUBA TODAY. |
| 10 | THE CUBA PROGRAM HAS BEEN DISCONTINUED AS OF JUNE 2019. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| GRAND CIRCLE TRAVEL | ||||||
| 1 | 347 CONGRESS STREET | BOSTON | MA | 02210 | $105,030 | Yes (X) |
| LINDA CONWAY | ||||||
| 2 | 622 UNIVERSITY PLACE | SWARTHMORE | PA | 19081 | $30,000 | Yes (X) |
| JAMES O'BRIEN | ||||||
| 3 | 4 JACKSON POND ROAD | DEDHAM | MA | 02026 | $27,500 | Yes (X) |
| MITCHELL FAMILY FOUNDATION | ||||||
| 4 | 8416 POINSETTIA DRIVE | TAMPA | FL | 33637 | $15,000 | Yes (X) |
| BILL LINDA HICKMAN | ||||||
| 5 | 14127 188TH AVENUE CT E | BONNEY LAKE | WI | 98391 | $10,000 | Yes (X) |
| WILLIAM SCARGLE | ||||||
| 6 | 556 SPOTTED OWL COURT | WALNUT CREEK | GA | 94595 | $10,000 | Yes (X) |
| KRISTINA TESTER | ||||||
| 7 | 5137 QUEEN AVENUE S | MINNEAPOLIS | MN | 55410 | $9,860 | Yes (X) |
| JEAN FADDIS | ||||||
| 8 | 2220 E HUNTINGTON DRIVE | WILMINGTON | DE | 19808 | $7,000 | Yes (X) |
| SUNNY MILLS | ||||||
| 9 | 1221 GORDON LANE | SACRAMENTO | CA | 95864 | $5,000 | Yes (X) |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GENERAL & ADMINISTRATIVE | $38,388 | $0 | $0 | $38,388 |
| WORLDWIDE SCHOOL CONTRIBUTIONS | $227,303 | $0 | $0 | $227,303 |
| WORLDWIDE VILLAGE CONTRIBUTIONS | $269,410 | $0 | $0 | $269,410 |
| WORLDWIDE COMMUNITY SERVICE | -$6,312 | $0 | $0 | -$6,312 |
| OTHER PROGRAM SERVICES | $151,620 | $0 | $0 | $151,620 |
| CONTRACTUAL SERVICES | $195,806 | $0 | $0 | $195,806 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EXPENSES | Desc |
| BOY Book Value | $86,240 | BOYBookValueAmt |
| EOY Book Value | $68,230 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| CHARLES CHRISMER | |||
| 620 SE 168TH AVE APT | VANCOUVER | WA | 98684 |
| CHRISTOPHER AND SANDRA JOHNSON | |||
| 411 WALNUT ST 3488 GREEN | COVE SPRINGS | FL | 32043 |
| DENNISE LARSON | |||
| 15917 NE UNION RD UNIT 4 | RIDGEFIELD | WA | 98642 |
| GEORGE HUBBORD | |||
| SANTALUZ VILLAGE GRN S | SAN DIEGO | CA | 92127 |
| GEORGIA HILL | |||
| 264 CELESTE DR | RIVERSIDE | CA | 92507 |
| GORDON VALENTINE | |||
| 235 ALPINE DR | LEXINGTON | VA | 24450 |
| HILDA BROWN TRUST | |||
| 7647 E EDGEMONT AVE | SCOTTSDALE | AZ | 85257 |
| JEANNIE LING | |||
| 6152 AVALON CT | LONG BEACH | CA | 90803 |
| JOHN EVANGELYN BOICE | |||
| 16 TYAN WAY | PORTOLA VALLEY | CA | 94028 |
| KATHARINE ALPHIN | |||
| 1 GHOST CRAB CT | SAVANNAH | GA | 31411 |
| LARRY LINDSEY BOWMAN | |||
| 1531 PLANK DR | BLACKSBURG | VA | 24060 |
| LARRY KOCH | |||
| 828 W PLACITA QUIETA | GREEN VALLEY | AZ | 85622 |
| LINDA CONWAY | |||
| 622 UNIVERSITY PL | SWARTHMORE | PA | 19081 |
| MITCHELL FAMILY FOUNDATION | |||
| 8416 POINSETTIA DR | TAMPA | FL | 33637 |
| NANCY ZANG | |||
| 1021 RED CLIFFE DR | LANSING | MI | 48917 |
| THE TOV FOUNDATION | |||
| PO BOX 5830 | INCLINE VILLAGE | NV | 89450 |
| WILLIAM ATKINSON | |||
| 1 GHOST CRAB ST | SAVANNAH | GA | 31411 |
| WILLIAM SCARGLE | |||
| 556 SPOTTED OWL COURT | WALNUT CREEK | GA | 94595 |