2024-10-17T12:57:14-05:00 2023-12-31 420714325 RSM US LLP 80 CITY SQUARE BOSTON MA 02129 990 2023-01-01 043484211 THE GIVING CIRCLE GIVI 6175174201 65 ALLERTON STREET BOSTON MA 02119 RACHEL KIRBY TRUSTEE 6175174201 2024-10-17 1 0 LYNNE JOHNSON P00757336 6179129000 2023 2024-10-15 13:58:12Z RACHEL KIRBY 65 ALLERTON STREET BOSTON MA 02119 2382473 0 X HTTPS://WWW.SUFFOLKGIVINGCIRCLE.COM/ X 1999 MA GIVING CIRCLE RESPONDS TO AND PROVIDES ASSISTANCE FOR SHORT-TERM IMMEDIATE NEEDS OF THOSE IN THE SUFFOLK FAMILY, PROVIDING HOPE FOR THOSE IN NEED. 8 8 0 162 0 0 2090736 2124041 0 0 0 0 -574438 -640311 1516298 1483730 1218811 1408235 0 0 0 0 0 0 0 122130 40247 1340941 1448482 175357 35248 1857707 1834414 87867 29326 1769840 1805088 THE GIVING CIRCLE IS AN EMPLOYEE-DRIVEN NONPROFIT DEDICATED TO SUPPORTING OUR SUFFOLK FAMILY AND "EXTENDED FAMILY" IN TIMES OF GREAT NEED. THE ORGANIZATION MAINLY PROVIDES FINANCIAL ASSISTANCE TO INDIVIDUALS AND FAMILIES IN NEED. 0 0 1408709 1408235 PROVIDE FINANCIAL ASSISTANCE FOR INDIVIDUALS AND FAMILIES IN NEED. FUNDED BY EMPLOYEES PAYROLL DEDUCTIONS AND GENEROUS SPONSORSHIP DOLLARS, THE GIVING CIRCLE OFFSETS THE COSTS OF MEDICAL CRISES, CATASTROPHIC NATURAL EVENTS AND HOME EMERGENCIES WHEN UNEXPECTED TRAGEDY STRIKES OUR COLLEAGUES AND FRIENDS. THE ORGANIZATION HELPED 127 INDIVIDUALS IN NEED DURING THE YEAR, WITH PAYMENTS TOTALING $1,408,235. 1408709 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X MICHAEL LINDBLOM 8574923670 65 ALLERTON STREET BOSTON MA 02119 X ANTHONY BARTOLOTTA TRUSTEE 0.29 40.00 X 0 0 0 ANDREW CANNIFF TRUSTEE (UNTIL APRIL 2023) 0.29 40.00 X 0 0 0 JACOB HAFENSTEINER TRUSTEE 0.29 40.00 X 0 0 0 RACHEL KIRBY TRUSTEE 0.48 40.00 X 0 0 0 JOHN MCKERNAN TRUSTEE 0.29 40.00 X 0 0 0 ROB ROGERS TRUSTEE 0.29 40.00 X 0 0 0 NICK SCHWIEGER TRUSTEE 0.48 40.00 X 0 0 0 JIM STANLEY TRUSTEE 0.29 40.00 X 0 0 0 PETE TUFFO TRUSTEE 0.29 40.00 X 0 0 0 0 0 0 0 0 0 0 0 1746072 377969 2124041 215432 1746072 882286 -666854 -666854 43000 16457 26543 26543 1483730 0 0 -640311 1408235 1408235 4667 4667 34606 34606 974 474 500 1448482 1408709 39773 0 1857707 1809414 25000 1857707 1834414 86645 29326 1222 0 87867 29326 X 1769840 1805088 1769840 1805088 1857707 1834414 35248 0 X 0 1 X 1 0 X 1523833 503054 1535079 2090736 2124041 7776743 1523833 503054 1535079 2090736 2124041 7776743 7776743 160860 97556 161064 258432 677912 8454655 0.91980 0.91920 X 0 X 2747904 365431 365431 2382473 -898743 -898743 1483730 2712656 365431 898743 1264174 1448482 0 1448482 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION FOLLOWS FASB ASC 740, "INCOME TAXES", WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2020. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENTS DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -882,286. GAMING ACTIVITIES DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 9B -16,457. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 882,286. GAMING ACTIVITIES DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 9B 16,457. NE GOLF 874973 782473 92500 125403 99976 66244 37754 WEST COAST GOLF 578725 506209 72516 59667 75786 122077 55975 2 507806 457390 50416 50750 53747 58789 76118 1961504 1746072 215432 235820 229509 247110 169847 882286 -666854 43000 16457 1 1.00000 43000 16457 16457 26543 CA FL MA NY 0 A LICENSE IS NOT REQUIRED IN THE STATE OF FLORIDA. LICENSE APPLICATIONS ARE IN PROCESS IN CA, MA, NY 0 0 0 1.00000 EMILY LEIMBACH 65 ALLERTON STREET BOSTON MA 02119 0 EMILY LEIMBACH 0 WORKS IN CONJUNCTION WITH COUNSEL TO OBTAIN REQUIRED PERMITS AND APPROVALS FOR RAFFLES. X 0 1 FINANCIAL ASSISTANCE TO INDIVIDUALS AND FAMILIES IN NEED. 127 1367027 41208 FMV ASSISTANCE WITH BILL PAYMENTS (RENT, MORTGAGE, MEDICAL TREATMENTS, UTILITIES, ETC.) AND THE PURCHASE OF NEEDED SUPPLIES PROVIDED TO INDIVIDUALS/FAMILIES IN NEED. PART I, LINE 2: THE GIVING CIRCLE PAYS BILLS DIRECTLY AND/OR PROVIDES GRANTS TO ELIGIBLE RECIPIENTS. IF MATERIALS/ITEMS ARE NEEDED, THE GIVING CIRCLE WILL PURCHASE THOSE DIRECTLY AND SHIP IT TO THE RECIPIENT OR PROVIDE GIFT CARDS TO ALLOW THE RECIPIENT TO MAKE THE NECESSARY PURCHASES. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, A DRAFT FORM 990 IS REVIEWED BY MEMBERS OF THE BOARD. AFTER ALL COMMENTS AND QUESTIONS HAVE BEEN SUFFICIENTLY RESOLVED THE DRAFT FORM 990 IS FINALIZED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THE PURPOSE OF THE CONFLICT OF INTEREST POLICY IS TO PROTECT THE INTEREST OF THE GIVING CIRCLE WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR DIRECTOR OF THE COMPANY OR MIGHT RESULT IN A POSSIBLE EXCESS BENEFIT TRANSACTION. THIS POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE ANY APPLICABLE STATE AND FEDERAL LAWS GOVERNING CONFLICT OF INTEREST APPLICABLE TO NONPROFIT AND CHARITABLE ORGANIZATIONS. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THE COMPANY IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE FORM 990 WITHOUT SCHEDULE B IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART I, LINE 6: THERE WERE AN ESTIMATED 162 VOLUNTEERS, TOTALING APPROXIMATELY 4,860 VOLUNTEER HOURS FOR THE YEAR. THE HOURS AND SERVICES PROVIDED WERE ASSOCIATED WITH FUNDRAISER EVENTS, SERVING ON GIVING CIRCLE BOARD, ATTENDING MONTHLY BOARD MEETINGS, REVIEWING GRANT REQUESTS TO QUALIFIED RECIPIENTS, SUPPORTING GIVING TUESDAY VIRTUAL CAMPAIGN, AND SUPPORTING ACCOUNTING PROCESSES. SUFFOLK CARES CHARITABLE FOUNDATION INC 65 ALLERTON STREET BOSTON MA 02119 205409073 PROVIDES FINANCIAL SUPPORT TO CHARITABLE ORGANIZATIONS NATIONWIDE MA 501(C)(3) PF SUFFOLK CONSTRUCTION COMPANY 0 SUFFOLK CONSTRUCTION COMPANY INC 65 ALLERTON STREET BOSTON MA 02119 042776355 CONSTRUCTION CONTRACTOR MA N/A S 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0