GRAND CIRCLE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GRAND CIRCLE FOUNDATION INC (EIN 04-3175434)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201913189349102471
- Schema version
- 2018v3.1
- 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 | 2019-11-14T13:34:03-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 16TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 2019-11-13 | 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 | 2019-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.104.6.58 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 15:27:43 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C6DE77DF7EAFCE64E84CE20962AB172FB6FF0A8D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 934115C41A372782CAA2C37E99928821B09BF6A8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,754,791 | 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 | $1,933,109 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,051 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,051 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $13,051 | InterestOnSavingsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $3,215,321 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $2,291,214 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $924,107 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $924,107 | GrossProfitAdjNetIncmAmt |
| Total Rev And Expnss | $2,870,267 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,051 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $937,158 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $119,416 | 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 | $119,416 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $716,256 | 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 | $716,256 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $80,506 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $80,506 | PensionEmplBnftDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,828,839 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,828,839 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,745,017 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,745,017 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,220 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,220 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,770,237 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,770,237 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $100,030 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,051 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $937,158 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,769,804 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,754,791 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,754,791 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $81,348 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $297,570 | PrepaidExpensesEOYAmt |
| Total Assets BOY | $6,851,152 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,052,361 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,754,791 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $116,011 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $191,668 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $72,432 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $59,720 | LoansFromOfficersEOYAmt |
| Other Liabilities BOY | $2,412,322 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,450,556 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,600,765 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,701,944 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,999,463 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,397,444 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $1,250,924 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $952,973 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,250,387 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,350,417 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,851,152 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,052,361 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,250,387 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $100,030 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,350,417 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,350,417 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $841,317 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,394,574 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.131567 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,282,558 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,638,035 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.133073 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,556,187 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,302,220 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.293497 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,581,253 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,603,029 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.607467 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,786,450 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,315,657 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.413946 | DistributionYr5Rt |
| Total Distribution | 1.579550 | TotalDistributionRt |
| Average Distribution | 0.315910 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,475,214 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,729,675 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $131 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,729,806 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,770,237 | 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 | $131 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $131 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $131 | 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 | $131 | 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GRANDCIRCLEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | SARA O'CONNOR | IndividualWithBooksNm |
| Phone | 6177903970 | 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, CLERK | 37.50 | $119,416 | $13,162 | $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 | $225,000 | $18,482 | $0 |
| JANICE BYRNES | |||||||||
| GRAND CIRCLE CORP 347 CONGRESS | STREET | BOSTON | MA | 02210 | VP, GRAND CIRCLE FOU | 37.50 | $119,416 | $13,162 | $0 |
| CAROL BENGIS | |||||||||
| GRAND CIRCLE CORP 347 CONGRESS | STREET | BOSTON | MA | 02210 | VP, CUBA OPERATIONS | 37.50 | $104,190 | $10,797 | $0 |
| MARISA LOPES | |||||||||
| GRAND CIRCLE CORP 347 CONGRESS | STREET | BOSTON | MA | 02210 | DIRECTOR OF OPERATIO | 37.50 | $109,545 | $3,104 | $0 |
| NORMA A JAIMEZ | |||||||||
| GRAND CIRCLE CORP 347 CONGRESS | STREET | BOSTON | MA | 02210 | DIRECTOR OF IMPACT & | 37.50 | $100,844 | $10,770 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 17 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| EDUCATIONAL TRAVEL ALLIANCE | ||||||
| 6955 NW 77TH AVE SUITE 405 | MIAMI | FL | 33166 | HOSPITALITY, TRANSPORTATION, & TOUR ARRANGEMENTS | $1,480,767 | |
| RAUL IZQUIERDO | ||||||
| 347 CONGRESS STREET | BOSTON | MA | 02210 | PROGRAM COORDINATOR FOR CUBA | $63,331 | |
| KPMG | ||||||
| TWO FINANCIAL CENTER 60 SOUTH | BOSTON | MA | 02111 | AUDIT & ASSURANCE | $57,500 | STREET |
| 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 | $100,450 | Expenses1Amt |
| Description2 | GRANTEE NAME: WINE2WATER REFURBISH WELLS IN THE AMAZON AREAS OF PERU, COLOMBIA AND BRAZIL. | Description2Txt |
| Expenses2 | $50,000 | Expenses2Amt |
| Description3 | GRANTEE NAME: WINE2WATER BUILD 1,000 FILTERS AT BUSINESS WORKS TO BE DISTRIBUTED IN AREAS WHERE WE HAVE SCHOOLS. | Description3Txt |
| Expenses3 | $50,000 | Expenses3Amt |
| Description4 | GRANTEE NAME: TANZANIA (FRANKFURT ZOOLOGICAL SOCIETY)PURCHASE VEHICLE FOR DESNARING TEAM OVERSEEN BY FRANKFURT ZOOLOGICAL SOCIETY. $16,941 RAISED IN EMAIL CAMPAIGN BALANCE FROM GENERAL FUNDS. | Description4Txt |
| Expenses4 | $43,950 | 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 | $5,302,865 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $255,728 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,558,593 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,558,593 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,379 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,475,214 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $273,761 | 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 | $2,770,237 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,770,237 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $131 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,770,106 | 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 | $273,761 | CurrentYearAmt |
| Year1 | $15,317 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $289,078 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $232,697 | CurrentYearAmt |
| Year1 | $13,019 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $245,716 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,770,237 | CurrentYearAmt |
| Year1 | $841,317 | Year1Amt |
| Year2 | $1,282,558 | Year2Amt |
| Year3 | $1,556,187 | Year3Amt |
| Total | $6,450,299 | 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 | $2,770,237 | CurrentYearAmt |
| Year1 | $841,317 | Year1Amt |
| Year2 | $1,282,558 | Year2Amt |
| Year3 | $1,556,187 | Year3Amt |
| Total | $6,450,299 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,052,361 | CurrentYearAmt |
| Year1 | $6,851,152 | Year1Amt |
| Total | $12,903,513 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,638,751 | CurrentYearAmt |
| Year1 | $6,293,360 | Year1Amt |
| Total | $11,932,111 | 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 |
|---|---|---|---|---|---|---|---|
| DANA FARBER - BOSTON MARATHON FOUNDATION | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | N/A | PC | BOSTON MARATHON FUNDRAISER | $25,120 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | N/A | PC | GENERAL | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,220 | 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 | $13,051 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $924,107 | 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 | $937,158 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $937,158 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 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. |
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 (17 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| GRAND CIRCLE HOLDINGS LLC | ||||||
| 1 | 347 CONGRESS STREET | BOSTON | MA | 02210 | $993,921 | Yes (X) |
| HELEN KRYSAK | ||||||
| 2 | 1315 HILLSIDE DRIVE | WAUKESHA | WA | 53186 | $50,000 | Yes (X) |
| JANET STOLLENMAIER | ||||||
| 3 | 710 BRAESIDE ROAD | BALTIMORE | MD | 21229 | $41,545 | Yes (X) |
| MAUREEN HARRIGAN | ||||||
| 4 | 673 SADDLEHORN DRIVE | INCLINE VILLAGE | NV | 89451 | $32,000 | Yes (X) |
| JEANNIE LING | ||||||
| 5 | 6152 AVALON CT | LONG BEACH | CA | 90803 | $30,000 | Yes (X) |
| WILLIAM Y ATKINSON IV | ||||||
| 6 | 114 E TAYLOR STREET | SAVANNAH | GA | 31401 | $24,446 | Yes (X) |
| JOSEPH MITCHELL | ||||||
| 7 | 8416 POINSETTIA DRIVE | TAMPA | FL | 33637 | $20,000 | Yes (X) |
| CHARLES CRAIG | ||||||
| 8 | 7647 E EDGEMONT AVE | SCOTTSDALE | AZ | 85257 | $20,000 | Yes (X) |
| JOHN BURT | ||||||
| 9 | 9538 OAKVIEW DRIVE | PORTAGE | MI | 49024 | $10,020 | Yes (X) |
| LORRAINE DANGELO | ||||||
| 10 | 504 HENDRIE BLVD | ROYAL OAK | MI | 48067 | $10,000 | Yes (X) |
| DAVID UTELA | ||||||
| 11 | 18118 60TH AVE NE | KENMORE | WA | 98028 | $7,500 | Yes (X) |
| LLOYD BOWDEN | ||||||
| 12 | 2671 OAKRAIL DR | NEW LENOX | IL | 60451 | $7,500 | Yes (X) |
| GEORGIA HILL | ||||||
| 13 | 264 CELESTE DR | RIVERSIDE | CA | 92507 | $6,894 | Yes (X) |
| PETER MAYA KRISTINA TESTER | ||||||
| 14 | 5137 QUEEN AVE S | MINNEAPOLIS | MN | 55410 | $6,630 | Yes (X) |
| RUTH HORNE | ||||||
| 15 | 215 N HILL ST | HARRISON | OH | 45030 | $5,000 | Yes (X) |
| GAIL FLIESBACH | ||||||
| 16 | 3952 D CLAIREMONT MESA BLVD 154 | SAN DIEGO | CA | 92117 | $5,000 | Yes (X) |
| DR FRED GOLDNER | ||||||
| 17 | 1380 CARISSA DR APT 202 | VENTURA | CA | 93004 | $5,000 | Yes (X) |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GENERAL & ADMINISTRATIVE | $198,516 | $0 | $0 | $198,516 |
| OTHER PROGRAM SERVICES | $308,478 | $0 | $0 | $308,478 |
| WORLDWIDE SCHOOL CONTRIBUTIONS | $712,460 | $0 | $0 | $712,460 |
| WORLDWIDE VILLAGE CONTRIBUTIONS | $440,534 | $0 | $0 | $440,534 |
| WORLDWIDE COMMUNITY SERVICE | $35,332 | $0 | $0 | $35,332 |
| SPONSORSHIP | $21,000 | $0 | $0 | $21,000 |
| COMMUNITY CONTRIBUTIONS | $531 | $0 | $0 | $531 |
| CAG EXPENSE | $14,364 | $0 | $0 | $14,364 |
| LEWIS FAMILY CONTRIBUTIONS | $8,595 | $0 | $0 | $8,595 |
| ASSOCIATE PROGRAMS | $9,516 | $0 | $0 | $9,516 |
| NGL PROGRAM | $53,038 | $0 | $0 | $53,038 |
| OTHER PROGRAM SERVICES | $26,475 | $0 | $0 | $26,475 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EXPENSES | Desc |
| BOY Book Value | $2,412,322 | BOYBookValueAmt |
| EOY Book Value | $1,450,556 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| GRAND CIRCLE HOLDINGS LLC | |||
| 347 CONGRESS STREET | BOSTON | MA | 02210 |
| HELEN KRYSAK | |||
| 1315 HILLSIDE DR | WAUKESHA | WA | 53186 |
| JANET STOLLENMAIER | |||
| 710 BRAESIDE RD | BALTIMORE | MD | 21229 |
| MAUREEN HARRIGAN | |||
| 673 SADDLEHORN DR | INCLINE VILLAGE | NV | 89451 |
| JEANNIE LING | |||
| 6152 AVALON CT | LONG BEACH | CA | 90803 |
| WILLIAM Y ATKINSON IV | |||
| 114 E TAYLOR ST | SAVANNAH | GA | 31401 |
| JOSEPH MITCHELL | |||
| 8416 POINSETTIA DR | TAMPA | FL | 33637 |
| CHARLES CRAIG | |||
| 7647 E EDGEMONT AVE | SCOTTSDALE | AZ | 85257 |
| JOHN BURT | |||
| 9538 OAKVIEW DR | PORTAGE | MI | 49024 |
| LORRAINE DANGELO | |||
| 504 HENDRIE BLVD | ROYAL OAK | MI | 48067 |
| DAVID UTELA | |||
| 18118 60TH AVE NE | KENMORE | WA | 98028 |
| LLOYD BOWDEN | |||
| 2671 OAKRAIL DR | NEW LENOX | IL | 60451 |
| GEORGIA HILL | |||
| 264 CELESTE DR | RIVERSIDE | CA | 92507 |
| PETER MAYA KRISTINA TESTER | |||
| 5137 QUEEN AVE S | MINNEAPOLIS | MN | 55410 |
| RUTH HORNE | |||
| 215 N HILL ST | HARRISON | OH | 45030 |
| GAIL FLIESBACH | |||
| 3952 D CLAIREMONT MESA BLVD 154 | SAN DIEGO | CA | 92117 |
| DR FRED GOLDNER | |||
| 1380 CARISSA DR APT 202 | VENTURA | CA | 93004 |
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