GRAND CIRCLE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GRAND CIRCLE FOUNDATION INC (EIN 04-3175434)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349103978
- Schema version
- 2019v5.1
- 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 | 2020-11-16T14:59:55-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLIE NEUHAUS | PreparerPersonNm |
| PTIN | P00838213 | PTIN |
| Phone | 6172928400 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.237.107.103 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 16:35:07 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C3A602399BA2272A1693E2F616A74F7D087E1684 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,259,184 | 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 | $1,995,057 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27,857 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,857 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $27,857 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $418,920 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $418,920 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $418,920 | GrossProfitAdjNetIncmAmt |
| Total Rev And Expnss | $2,441,836 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,859 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $446,779 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $111,137 | 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 | $111,137 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $905,636 | 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 | $905,636 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $80,608 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $80,608 | PensionEmplBnftDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,513,284 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,610,665 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,610,665 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,708,046 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $105,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $105,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,715,665 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,813,046 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$273,829 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,859 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $446,779 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,754,791 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,181,627 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,181,627 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $48,625 | AcctRcvblAmt |
| Acct Rcvbl EOY | $48,625 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $48,625 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $297,570 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $28,932 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $28,932 | PrepaidExpensesEOYFMVAmt |
| Total Assets BOY | $6,052,361 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,259,184 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,259,184 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $191,668 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $38,915 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $59,720 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $57,441 | LoansFromOfficersEOYAmt |
| Other Liabilities BOY | $1,450,556 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $86,240 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,701,944 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $182,596 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,397,444 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,103,747 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $952,973 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $972,841 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,350,417 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,076,588 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,052,361 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,259,184 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,350,417 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$273,829 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,076,588 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,076,588 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,770,106 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,475,214 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.505936 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $841,317 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,394,574 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.131567 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,282,558 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,638,035 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.133073 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,556,187 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,302,220 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.293497 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,581,253 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,603,029 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.607467 | DistributionYr5Rt |
| Total Distribution | 1.671540 | TotalDistributionRt |
| Average Distribution | 0.334308 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,272,538 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,762,652 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $279 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,762,931 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,813,046 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $279 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $279 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $279 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $279 | TaxDueAmt |
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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GRANDCIRCLEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | RICHARD GALLANT | IndividualWithBooksNm |
| Phone | 6177903934 | 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 | PRESIDENT | 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 | DIRECTOR | 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|---|
| JUMA CRAWFORD | |||||||||
| GRAND CIRCLE CORP 347 CONGRESS | STREET | BOSTON | MA | 02210 | PRESIDENT, LEWIS FAM | 37.50 | $253,541 | $32,209 | $0 |
| MARISA LOPES | |||||||||
| GRAND CIRCLE CORP 347 CONGRESS | STREET | BOSTON | MA | 02210 | DIRECTOR OF OPERATIO | 37.50 | $128,636 | $9,018 | $0 |
| JANICE BYRNES | |||||||||
| GRAND CIRCLE CORP 347 CONGRESS | STREET | BOSTON | MA | 02210 | VP, GRAND CIRCLE FOU | 37.50 | $113,175 | $16,833 | $0 |
| NORMA A JAIMEZ | |||||||||
| GRAND CIRCLE CORP 347 CONGRESS | STREET | BOSTON | MA | 02210 | DIRECTOR OF IMPACT & | 37.50 | $113,175 | $16,833 | $0 |
| DANIEL DELEON | |||||||||
| GRAND CIRCLE CORP 347 CONGRESS | STREET | BOSTON | MA | 02210 | EXECUTIVE ASSISTANT | 37.50 | $81,869 | $5,171 | $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 | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|
| PINNACLE LEADERSHIP FOUNDATION | ||||||||
| 347 CONGRESS STREET | BOSTON | MA | 02210 | LEADERSHIP EVENTS FOR BOSTON BASED PROGRAMS | $98,750 | |||
| KPMG LLP | ||||||||
| PO BOX 120511 | DALLAS | TX | 75312 | AUDIT FIRM FOR FY 2018 | $83,693 | |||
| SANDRA VAUGHAN | ||||||||
| PROJECT MANAGER IN AFRICA | $65,668 | PO BOX 585 | ARUSHA TANZANIA | TZ | ||||
| BOSTON BUSINESS JOURNAL | ||||||||
| 13818 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | PUBLISHING ARTICLES | $43,740 | |||
| CHILDREN IN THE WILDERNESS | ||||||||
| PROJECT MANAGEMENT SERVICES | $34,032 | PO BOX 288 | VICTORIA FALLS | ZI | ||||
| 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: HIMALAYAN TRUST (SOLUMBUKU DISTRICT)THE PROPOSAL IS FOR $140,000 FOR A 2 YEAR PROJECT TO IMPROVE THE WASH IN 3 SCHOOLS IN SOLUMBUKU DISTRICT.PROPOSAL INCLUDES PROVIDING CLEAN WATER, TOILETS, HANDWASHING SINKS, SANITATION EDUCATION FOR THE COMMUNITY, MENSTRUATION EDUCATION, AND TOILETS FOR DISABLED STUDENTS. | Description1Txt |
| Expenses1 | $63,549 | Expenses1Amt |
| Description2 | GRANTEE NAME: WINE2WATER REFURBISH WELLS IN THE AMAZON AREAS OF PERU, COLOMBIA AND BRAZIL. | Description2Txt |
| Expenses2 | $50,000 | Expenses2Amt |
| Description3 | SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLE | Description3Txt |
| Expenses3 | $55,000 | Expenses3Amt |
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 | $4,906,500 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $446,330 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,352,830 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,352,830 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,292 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,272,538 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $263,627 | 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 | $3,813,046 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,813,046 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $279 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,812,767 | 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 | $263,627 | CurrentYearAmt |
| Year1 | $273,761 | Year1Amt |
| Year2 | $15,317 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $552,705 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $224,083 | CurrentYearAmt |
| Year1 | $232,697 | Year1Amt |
| Year2 | $13,019 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $469,799 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,813,046 | CurrentYearAmt |
| Year1 | $1,347,066 | Year1Amt |
| Year2 | $841,317 | Year2Amt |
| Year3 | $1,282,558 | Year3Amt |
| Total | $7,283,987 | 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 | $3,813,046 | CurrentYearAmt |
| Year1 | $1,347,066 | Year1Amt |
| Year2 | $841,317 | Year2Amt |
| Year3 | $1,282,558 | Year3Amt |
| Total | $7,283,987 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,259,183 | CurrentYearAmt |
| Year1 | $6,052,361 | Year1Amt |
| Year2 | $6,851,152 | Year2Amt |
| Total | $17,162,696 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,865,719 | CurrentYearAmt |
| Year1 | $5,638,751 | Year1Amt |
| Year2 | $6,293,360 | Year2Amt |
| Total | $15,797,830 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLE | |||||||
| PO BOX 4569 | ARCATA | CA | 95518 | N/A | PC | GENERAL | $55,000 |
| WINE TO WATER | |||||||
| PO BOX 2567 | BOONE | NC | 28607 | N/A | PC | REFURBISH WELLS | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $105,000 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $27,857 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $418,920 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $446,779 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $446,779 | 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 (18 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CHARLES CHRISMER | ||||||
| 1 | 620 SE 168TH AVE APT | VANCOUVER | WA | 98684 | $5,000 | Yes (X) |
| CHRISTOPHER AND SANDRA JOHNSON | ||||||
| 2 | 411 WALNUT ST 3488 GREEN | COVE SPRINGS | FL | 32043 | $10,000 | Yes (X) |
| DENNISE LARSON | ||||||
| 3 | 15917 NE UNION RD UNIT 4 | RIDGEFIELD | WA | 98642 | $6,700 | Yes (X) |
| GEORGE HUBBORD | ||||||
| 4 | SANTALUZ VILLAGE GRN S | SAN DIEGO | CA | 92127 | $10,000 | Yes (X) |
| GEORGIA HILL | ||||||
| 5 | 264 CELESTE DR | RIVERSIDE | CA | 92507 | $6,000 | Yes (X) |
| GORDON VALENTINE | ||||||
| 6 | 235 ALPINE DR | LEXINGTON | VA | 24450 | $6,700 | Yes (X) |
| HILDA BROWN TRUST | ||||||
| 7 | 7647 E EDGEMONT AVE | SCOTTSDALE | AZ | 85257 | $35,000 | Yes (X) |
| JEANNIE LING | ||||||
| 8 | 6152 AVALON CT | LONG BEACH | CA | 90803 | $35,000 | Yes (X) |
| JOHN EVANGELYN BOICE | ||||||
| 9 | 16 TYAN WAY | PORTOLA VALLEY | CA | 94028 | $171,197 | Yes (X) |
| KATHARINE ALPHIN | ||||||
| 10 | 1 GHOST CRAB CT | SAVANNAH | GA | 31411 | $13,974 | Yes (X) |
| LARRY LINDSEY BOWMAN | ||||||
| 11 | 1531 PLANK DR | BLACKSBURG | VA | 24060 | $5,000 | Yes (X) |
| LARRY KOCH | ||||||
| 12 | 828 W PLACITA QUIETA | GREEN VALLEY | AZ | 85622 | $7,000 | Yes (X) |
| LINDA CONWAY | ||||||
| 13 | 622 UNIVERSITY PL | SWARTHMORE | PA | 19081 | $15,000 | Yes (X) |
| MITCHELL FAMILY FOUNDATION | ||||||
| 14 | 8416 POINSETTIA DR | TAMPA | FL | 33637 | $10,000 | Yes (X) |
| NANCY ZANG | ||||||
| 15 | 1021 RED CLIFFE DR | LANSING | MI | 48917 | $16,015 | Yes (X) |
| THE TOV FOUNDATION | ||||||
| 16 | PO BOX 5830 | INCLINE VILLAGE | NV | 89450 | $50,000 | Yes (X) |
| WILLIAM ATKINSON | ||||||
| 17 | 1 GHOST CRAB ST | SAVANNAH | GA | 31411 | $9,119 | Yes (X) |
| WILLIAM SCARGLE | ||||||
| 18 | 556 SPOTTED OWL COURT | WALNUT CREEK | GA | 94595 | $25,000 | Yes (X) |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GENERAL & ADMINISTRATIVE | $114,134 | $0 | $0 | $1,211,515 |
| WORLDWIDE SCHOOL CONTRIBUTIONS | $593,994 | $0 | $0 | $593,994 |
| WORLDWIDE VILLAGE CONTRIBUTIONS | $230,494 | $0 | $0 | $230,494 |
| WORLDWIDE COMMUNITY SERVICE | $53,186 | $0 | $0 | $53,186 |
| SPONSORSHIP | $13,500 | $0 | $0 | $13,500 |
| CAG EXPENSE | $58,059 | $0 | $0 | $58,059 |
| BOSTON COMMUNITY SERVICE EXPENSE | $20,939 | $0 | $0 | $20,939 |
| COLLEGE WORKS | $4,575 | $0 | $0 | $4,575 |
| CGFC DONATION | $38,658 | $0 | $0 | $38,658 |
| ASSOCIATE CONTRIBUTIONS | $59,565 | $0 | $0 | $59,565 |
| NGL PROGRAM | $72,427 | $0 | $0 | $72,427 |
| ANNUAL DINNER | $24,495 | $0 | $0 | $24,495 |
| YOUTH ADVISORY COUNCIL | $12,292 | $0 | $0 | $12,292 |
| ANNUAL REPORT | $8,449 | $0 | $0 | $8,449 |
| PINNACLE | $91,961 | $0 | $0 | $91,961 |
| BETTER THAN THE BLOCK | $9,564 | $0 | $0 | $9,564 |
| CONSULTING | $106,496 | $0 | $0 | $106,496 |
| COMMUNITY CONTRIBUTIONS | $496 | $0 | $0 | $496 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EXPENSES | Desc |
| BOY Book Value | $1,450,556 | BOYBookValueAmt |
| EOY Book Value | $86,240 | 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 |