Nonprofit · EIN 04-3484211
THE GIVING CIRCLE
Also known as PAOLUCCI DIANE TTEE
Tax-exempt · BOSTON, MA 02119
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,513,637 | $1,668,417 | -$154,780 | $1,693,679 | $43,371 | $1,650,308 |
| December 31, 2023 | 990 | $1,483,730 | $1,448,482 | $35,248 | $1,834,414 | $29,326 | $1,805,088 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,154,514
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- -$674,056
- Net income from gaming
- $32,372
- Other revenue
- -$640,877
Expenses
- Grants and similar amounts paid
- $1,622,750
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $36,487
- Travel
- $716
- Program services (functional)
- $1,631,214
- Management and general (functional)
- $37,203
Balance sheet and other
- Total assets, start of year
- $1,834,414
- Total assets, end of year
- $1,693,679
- Total liabilities, end of year
- $43,371
- Net assets, end of year
- $1,650,308
- Net assets without donor restrictions
- $1,650,308
- Gross receipts
- $2,438,442
- Employees
- 0
- Volunteers
- 176
- Year formed
- 1999
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANTHONY BARTOLOTTA | TRUSTEE Trustee or director | 0.29 | $0 |
| JACOB HAFENSTEINER | TRUSTEE Trustee or director | 0.29 | $0 |
| RACHEL KIRBY | TRUSTEE Trustee or director | 0.48 | $0 |
| JOHN MCKERNAN | TRUSTEE Trustee or director | 0.29 | $0 |
| ROB ROGERS | TRUSTEE Trustee or director | 0.29 | $0 |
| NICK SCHWIEGER | TRUSTEE Trustee or director | 0.48 | $0 |
| JIM STANLEY | TRUSTEE Trustee or director | 0.29 | $0 |
| PETE TUFFO | TRUSTEE Trustee or director | 0.29 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANTHONY BARTOLOTTA | TRUSTEE Trustee or director | 0.29 | $0 |
| ANDREW CANNIFF | TRUSTEE (UNTIL APRIL 2023) Trustee or director | 0.29 | $0 |
| JACOB HAFENSTEINER | TRUSTEE Trustee or director | 0.29 | $0 |
| RACHEL KIRBY | TRUSTEE Trustee or director | 0.48 | $0 |
| JOHN MCKERNAN | TRUSTEE Trustee or director | 0.29 | $0 |
| ROB ROGERS | TRUSTEE Trustee or director | 0.29 | $0 |
| NICK SCHWIEGER | TRUSTEE Trustee or director | 0.48 | $0 |
| JIM STANLEY | TRUSTEE Trustee or director | 0.29 | $0 |
| PETE TUFFO | TRUSTEE Trustee or director | 0.29 | $0 |
Address and contacts
- Address (IRS master file)
- 65 ALLERTON ST, BOSTON, MA 02119-2901
- In care of
- % WILLIAM A BERRY & SON INC
- Principal officer (990 for 2024)
- RACHEL KIRBY, 65 ALLERTON STREET, BOSTON, MA 02119
- Signed the 990
- RACHEL KIRBY, TRUSTEE
- Phone
- (617) 581-2409
- Return prepared by
- RSM US LLP
Mission
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.
Program accomplishments
- 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 138 INDIVIDUALS IN NEED DURING THE YEAR, WITH PAYMENTS TOTALING $1,622,750.Expenses $1,631,214 · grants $1,622,750
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-3484211
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $1,693,679
- Income (IRS master file)
- $2,438,442
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,513,637 | $1,668,417 | $1,693,679 | XML |
| 990 | December 2023 | $1,483,730 | $1,448,482 | $1,834,414 | XML |
| 990 | December 2022 | $1,516,298 | $1,340,941 | $1,857,707 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3484211).
Questions about THE GIVING CIRCLE
- What is the EIN of THE GIVING CIRCLE?
- The employer identification number (EIN) of THE GIVING CIRCLE is 04-3484211.
- Is THE GIVING CIRCLE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to THE GIVING CIRCLE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE GIVING CIRCLE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE GIVING CIRCLE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE GIVING CIRCLE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE GIVING CIRCLE?
- The 990 for the year ended December 31, 2024 names RACHEL KIRBY.
- Who are the officers and directors of THE GIVING CIRCLE?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does THE GIVING CIRCLE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,513,637, expenses of $1,668,417 and total assets of $1,693,679 at year end.
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