philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

The Giving Circle INC FY2021 filing

Tax-deductible

Saratoga Spgs, NY501(c)(3) EIN 41-2196304Revenue $352K in FY2021

On file with the IRSthegivingcircle.orgPo Box 3162, 12866-8003 · Saratoga Spgs, NYTax-exempt since May 2006Publicly supported charity — 170(b)(1)(A)(vi)

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

The Giving Circle, INC. Identifies and helps communities in need. We are community helping community, family helping family.

501(c)(3) charity; gifts are tax-deductible.
98¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $19K a year · 6% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
98%
of spending
Looks good: 98% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
6 mo
of spending, in cash
Looks good: 6.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $27K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$352K
-12% vs prior year
Spent
$301K
To programs
98%
Net assets
$156K
By yearFY2020–FY2025
Revenue
$352K
FY2021▼ -12%
Tap a bar for its year
Revenue by fiscal year
FY2020$399K
FY2021$352K
FY2022$311K
FY2023$345K
FY2024$230K
FY2025$341K
Expenses
$301K
FY2021▼ -23%
Tap a bar for its year
Expenses by fiscal year
FY2020$392K
FY2021$301K
FY2022$231K
FY2023$303K
FY2024$285K
FY2025$353K
Net assets
$156K
FY2021▲ +49%
Tap a bar for its year
Net assets by fiscal year
FY2020$105K
FY2021$156K
FY2022$233K
FY2023$266K
FY2024$218K
FY2025$211K

From the FY2021 Form 990 (year ending February 2021) · see the original

Give Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 2006.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

98 cents of each dollar spent went to programs.

Program services 98% · $293K Management & general 2% · $7K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

14 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Dan Bobear
Director
$0Pt VII · Sec A
Ronald Deutsch
VP Operation
$0Pt VII · Sec A
Rachel Dwyer
Director
$0Pt VII · Sec A
Ann Fantauzzi
Secretary
$0Pt VII · Sec A
Leo Geoffrion
President
$0Pt VII · Sec A
Carl Korn
VP Communica
$0Pt VII · Sec A
Mary Mahoney
Director
$0Pt VII · Sec A
William Mann
Director
$0Pt VII · Sec A
See The Giving Circle INC executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Helps communities and families in need through direct support.

Questions for The Giving Circle INC

Tap to ask. The Giving Circle INC sees how many people are interested.

Your first name shows with your question. The Giving Circle INC answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $293K · in their own filed words · FY2020
01

Assist families and communities in need.

$293Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Morgan Stanley Global Impact Funding Trust INCFY2024$15K
Donor Advised Charitable Giving INCFY2024$12K
Total grants receivedfrom 2 funders$27K

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$352K
Ln 12
Gifts and grantsLn 1h$352K
Money outPt IX
$301K
Ln 25
Programscol B$293K
Managementcol C$7K
Owns and owesPt X
$156K
net assets · Ln 32
Cash and savingsLn 1–2$156K
Total assetsLn 16$156K
LiabilitiesLn 26$0
PeoplePt VI, VII
14
listed · VII A
PaidVII A0
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$352K
Total revenueLn 12$352K
Assets in detailPt X, end of year
CashLn 1$146K
SavingsLn 2$10K
Cash and savings togetherLn 1–2$156K
Total assetsLn 16$156K
LiabilitiesLn 26$0
Net assetsLn 32$156K
OperationsPt I, VI
EmployeesI 50
VolunteersI 670
Fiscal year endsHeaderFebruary
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$105K$156K
Total assetsLn 16$105K$156K
LiabilitiesLn 26$0$0
Net assetsLn 32$105K$156K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$3K$3K
Office expensesLn 13−$450−$450
InsuranceLn 23$3K$3K
Other expenses (24a–d)Ln 24$282K$282K
All other expensesLn 24e$13K$8K$5K
Total functional expensesLn 25$301K$293K$7K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $341K$353K−$12K$211K 990 PDF
FY2024 $230K$285K−$55K$218K 990 PDF
FY2023 $345K$303K$42K$266K 990 PDF
FY2022 $311K$231K$81K$233K 990 PDF
FY2021 Viewing $352K$301K$51K$156K 990 PDF
FY2020 $399K$392K$7K$105K 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $351,733 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $339,250$351,733
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenuePrior year $59,946$0
I-12 Total revenuePrior year $399,196$351,733
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $392,329$300,782
I-18 Total expensesPrior year $392,329$300,782
I-19 Revenue less expensesPrior year $6,867$50,951
Part VI · Governance 14 of 14 board members independent, 3 to look at
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $351,733 across 3 lines filed
VIII-1f All other contributions, gifts and grants$351,733
VIII-1h Total contributions, gifts and grants$351,733
VIII-12 Total revenue$351,733
Part IX · Statement of functional expenses $300,782 across 5 lines filed
IX-11c Accounting feesManagement $3,017$3,017
IX-13 Office expensesManagement −$450−$450
IX-23 InsurancePrograms $2,854$2,854
IX-24 Other expenses (24a–d)Programs $282,087$282,087
IX-24e All other expensesPrograms $8,381 · Management $4,893$13,274
IX-25 Total functional expensesPrograms $293,322 · Management $7,460 · Fundraising $0$300,782
Part X · Balance sheet $155,838 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $90,690$145,790
X-2 Savings and temporary cash investmentsStart of year $14,197$10,048
X-16 Total assetsStart of year $104,887$155,838
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $104,887$155,838
X-32 Total net assets or fund balancesStart of year $104,887$155,838
X-33 Total liabilities and net assetsStart of year $104,887$155,838
Part XI · Reconciliation of net assets $155,838 net assets at year end
XI-1 Total revenue$351,733
XI-2 Total expenses$300,782
XI-3 Revenue less expenses$50,951
XI-4 Net assets at start of year$104,887
XI-10 Net assets at end of year$155,838

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.