GREATER LOWELL COMMUNITY FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GREATER LOWELL COMMUNITY FOUNDATION INC (EIN 04-3401997)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202411359349306786
- Schema version
- 2023v5.0
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T14:14:45-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042917204 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSTISS & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 OMNI WAY STE 201 | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018244187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043401997 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER LOWELL COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREA | BusinessNameControlTxt |
| Phone | 9789701600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRIMACK STREET | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHESTER SZABLAK | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 9789701600 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHESTER | PersonFirstNm |
| Person Last | SZABLAK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAYNE A ANDREWS | PreparerPersonNm |
| PTIN | P00514653 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES F LINNEHAN JR ESQ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRIMACK STREET | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $22,893,870 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GLCFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE GREATER LOWELL COMMUNITY FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE IN THE AREA. THE FOUNDATION IS A COMMUNITY RESOURCE, WHICH ATTRACTS FUNDS, DISTRIBUTES GRANTS, AND SERVES AS A CATALYST AND LEADER AMONG FUNDERS, AGENCIES AND INDIVIDUALS TO ADDRESS IDENTIFIED AND EMERGENT NEEDS. THE COMMUNITY FOUNDATION IS A PROFESSIONAL, COMPASSIONATE STEWARD OF DONOR FUNDS AND BUILDS UPON THE CREATIVE VISION OF ITS FOUNDERS AND THE COMMUNITY. IT PROMOTES AND ENCOURAGES THE ROLE OF PHILANTHROPY IN IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES IT SERVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 112 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $7,964,468 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,542,371 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,462,078 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,982,949 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$15,309 | PYOtherRevenueAmt |
| CY Other Revenue | -$15,309 | CYOtherRevenueAmt |
| PY Total Revenue | $9,411,237 | PYTotalRevenueAmt |
| CY Total Revenue | $8,510,011 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,483,958 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,924,269 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $776,867 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,069,039 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $344,092 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,389,910 | PYOtherExpensesAmt |
| CY Other Expenses | $1,206,800 | CYOtherExpensesAmt |
| PY Total Expenses | $5,650,735 | PYTotalExpensesAmt |
| CY Total Expenses | $7,200,108 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,760,502 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,309,903 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $53,462,931 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,872,454 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,343,446 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,087,351 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $44,119,485 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $50,785,103 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE GREATER LOWELL COMMUNITY FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE IN THE AREA. THE FOUNDATION IS A COMMUNITY RESOURCE, WHICH ATTRACTS FUNDS, DISTRIBUTES GRANTS, AND SERVES AS A CATALYST AND LEADER AMONG FUNDERS, AGENCIES AND INDIVIDUALS TO ADDRESS IDENTIFIED AND EMERGENT NEEDS. THE COMMUNITY FOUNDATION IS A PROFESSIONAL, COMPASSIONATE STEWARD OF DONOR FUNDS AND BUILDS UPON THE CREATIVE VISION OF ITS FOUNDERS AND THE COMMUNITY. IT PROMOTES AND ENCOURAGES THE ROLE OF PHILANTHROPY IN IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES IT SERVES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,572,260 | ExpenseAmt |
| Grant | $4,924,269 | GrantAmt |
| Desc | DISTRIBUTING GRANTS TO LOCAL NON-PROFIT AGENCIES AND SCHOLARSHIPS TO AREA STUDENTS IN ACCORDANCE WITH OUR MISSION TO IMPROVE THE QUALITY OF LIFE IN THE GREATER LOWELL COMMUNITY. | Desc |
| Total Program Service Expenses | $6,572,260 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 69 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9789701600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRIMACK STREET | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| JAMES F LINNEHAN JR ESQ | |||||||
| PRESIDENT & | 40.00 | Yes (X) | $181,048 | $0 | $4,867 | ||
| HOWARD H AMIDON | |||||||
| VP FOR PHILA | 40.00 | $116,958 | $0 | $24,447 | Yes (X) | ||
| JENNIFER ARADHYA | |||||||
| VP OF MARKET | 40.00 | $134,586 | $0 | $3,665 | Yes (X) | ||
| ATTY ANDREA S BATCHELDER | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| SUSANNE BEATON | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| BRIAN J STAFFORD CPA | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| CHARLES H COMTOIS CPA | |||||||
| ASSISTANT TR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JAY STEPHENS CPA | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| BRIAN L CHAPMAN | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| JOHN P CHEMALY | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| YUN-JU CHOI | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| ATTY MATTHEW C DONAHUE | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| KAREN FREDERICK | |||||||
| VICE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ERIC P HEALY | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| JAMES C SHANNON III | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| STEVEN JONCAS | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL R KING | |||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BEN KJAMES | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| LIANNA KUSHI | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| ANDREW S MACEY | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| PATTI MASON | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| GLENN MELLO | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| SHEILA OCH | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| DOROTHY CHEN-COURTIN PHD | |||||||
| CLERK | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JUANCARLOS RIVERA | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| RYAN SWARTZ | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| CHESTER SZABLAK | |||||||
| BOARD CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| NIKI TSONGAS | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $432,592 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $32,979 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $25,500 | FundraisingAmt |
| Government Grants | $2,281,897 | GovernmentGrantsAmt |
| All Other Contributions | $4,234,974 | AllOtherContributionsAmt |
| Noncash Contributions | $280,415 | NoncashContributionsAmt |
| Total Contributions | $6,542,371 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,003,986 | TotalRevenueColumnAmt |
| Exclusion | $1,003,986 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,347,513 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,368,550 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $978,963 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $978,963 | TotalRevenueColumnAmt |
| Exclusion | $978,963 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $25,500 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $15,309 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$15,309 | TotalRevenueColumnAmt |
| Exclusion | -$15,309 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,510,011 | TotalRevenueColumnAmt |
| Exclusion | $1,967,640 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,458,472 | TotalAmt |
| Program Services | $4,458,472 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $465,797 | TotalAmt |
| Program Services | $465,797 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,636 | TotalAmt |
| Program Services | $75,854 | ProgramServicesAmt |
| Management And General | $18,964 | ManagementAndGeneralAmt |
| Fundraising | $94,818 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,694 | TotalAmt |
| Program Services | $401,879 | ProgramServicesAmt |
| Management And General | $139,124 | ManagementAndGeneralAmt |
| Fundraising | $128,691 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,512 | TotalAmt |
| Program Services | $8,201 | ProgramServicesAmt |
| Management And General | $2,822 | ManagementAndGeneralAmt |
| Fundraising | $4,489 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,926 | TotalAmt |
| Program Services | $57,328 | ProgramServicesAmt |
| Management And General | $19,183 | ManagementAndGeneralAmt |
| Fundraising | $35,415 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,271 | TotalAmt |
| Program Services | $41,958 | ProgramServicesAmt |
| Management And General | $13,986 | ManagementAndGeneralAmt |
| Fundraising | $26,327 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,402 | TotalAmt |
| Management And General | $1,402 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,645 | TotalAmt |
| Management And General | $38,645 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,652 | TotalAmt |
| Program Services | $300,652 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,505 | TotalAmt |
| Program Services | $253,086 | ProgramServicesAmt |
| Management And General | $12,394 | ManagementAndGeneralAmt |
| Fundraising | $1,025 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,122 | TotalAmt |
| Program Services | $1,845 | ProgramServicesAmt |
| Management And General | $277 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,339 | TotalAmt |
| Program Services | $77,332 | ProgramServicesAmt |
| Management And General | $10,027 | ManagementAndGeneralAmt |
| Fundraising | $24,980 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,381 | TotalAmt |
| Program Services | $6,562 | ProgramServicesAmt |
| Management And General | $2,105 | ManagementAndGeneralAmt |
| Fundraising | $3,714 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,663 | TotalAmt |
| Program Services | $33,741 | ProgramServicesAmt |
| Management And General | $10,823 | ManagementAndGeneralAmt |
| Fundraising | $19,099 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,207 | TotalAmt |
| Program Services | $6,894 | ProgramServicesAmt |
| Fundraising | $2,313 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,422 | TotalAmt |
| Program Services | $59,309 | ProgramServicesAmt |
| Management And General | $7,718 | ManagementAndGeneralAmt |
| Fundraising | $1,395 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,069 | TotalAmt |
| Program Services | $641 | ProgramServicesAmt |
| Management And General | $107 | ManagementAndGeneralAmt |
| Fundraising | $321 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,016 | TotalAmt |
| Program Services | $3,260 | ProgramServicesAmt |
| Management And General | $251 | ManagementAndGeneralAmt |
| Fundraising | $1,505 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FISCAL SPONSORSHIP | $266,095 | $266,095 | |
| EVENT SPONSORSHIP EXPENSE | $47,161 | $42,445 | $4,716 |
| PROFESSIONAL DEVELOPMENT | $12,121 | $10,909 | $1,212 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,200,108 | TotalAmt |
| Program Services | $6,572,260 | ProgramServicesAmt |
| Management And General | $283,756 | ManagementAndGeneralAmt |
| Fundraising | $344,092 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $756,919 | BOYAmt |
| EOY | $410,232 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,908,257 | BOYAmt |
| EOY | $2,563,606 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $301,680 | BOYAmt |
| EOY | $87,847 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,514 | BOYAmt |
| EOY | $397,131 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,529 | BOYAmt |
| EOY | $15,030 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $63,736 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $57,664 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,208 | BOYAmt |
| EOY | $6,072 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,072,405 | BOYAmt |
| EOY | $58,258,850 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,419 | BOYAmt |
| EOY | $133,686 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,462,931 | BOYAmt |
| EOY | $61,872,454 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,103 | BOYAmt |
| EOY | $346,574 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,565 | BOYAmt |
| EOY | $5,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,125,778 | BOYAmt |
| EOY | $10,735,777 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,343,446 | BOYAmt |
| EOY | $11,087,351 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,635,811 | BOYAmt |
| EOY | $44,685,996 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,483,674 | BOYAmt |
| EOY | $6,099,107 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,119,485 | BOYAmt |
| EOY | $50,785,103 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,462,931 | BOYAmt |
| EOY | $61,872,454 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,309,903 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,349,685 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $6,030 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,993,922 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,427,623 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,565,166 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,592,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,542,371 | CurrentTaxYearAmt |
| Total | $23,121,881 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,993,922 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,427,623 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,565,166 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,592,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,542,371 | CurrentTaxYearAmt |
| Total | $23,121,881 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,929,681 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,192,200 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $732,010 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $745,282 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $750,255 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $787,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,003,986 | CurrentTaxYearAmt |
| Total | $4,018,660 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,140,541 | TotalSupportAmt |
| Public Support CY170 | 0.74400 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83270 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SUPPORTING SCHEDULE | FormAndLineReferenceDesc |
| Explanation | TRANSFER FROM PRIVATE FNDN 0 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 79 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $842,963 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $885,003 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $14,627,494 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,658,984 | BeginningYearBalanceAmt |
| Contributions | $2,320,420 | ContributionsAmt |
| Investment Earnings Or Losses | $6,634,121 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,734,522 | GrantsOrScholarshipsAmt |
| Other Expenditures | $25,644 | OtherExpendituresAmt |
| End Year Balance | $43,853,359 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,255,200 | BeginningYearBalanceAmt |
| Contributions | $1,560,830 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,427,891 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,971,449 | GrantsOrScholarshipsAmt |
| Other Expenditures | $757,706 | OtherExpendituresAmt |
| End Year Balance | $37,658,984 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,681,119 | BeginningYearBalanceAmt |
| Contributions | $983,107 | ContributionsAmt |
| Investment Earnings Or Losses | $6,635,661 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,698,218 | GrantsOrScholarshipsAmt |
| Other Expenditures | $346,469 | OtherExpendituresAmt |
| End Year Balance | $45,255,200 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,104,257 | BeginningYearBalanceAmt |
| Contributions | $450,693 | ContributionsAmt |
| Investment Earnings Or Losses | $6,226,180 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,428,614 | GrantsOrScholarshipsAmt |
| Other Expenditures | $671,397 | OtherExpendituresAmt |
| End Year Balance | $39,681,119 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,742,579 | BeginningYearBalanceAmt |
| Contributions | $755,539 | ContributionsAmt |
| Investment Earnings Or Losses | $6,764,942 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,365,679 | GrantsOrScholarshipsAmt |
| Other Expenditures | $793,124 | OtherExpendituresAmt |
| End Year Balance | $35,104,257 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.85960 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.04180 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09860 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $63,736 | OtherCostOrOtherBasisAmt |
| Depreciation | $57,664 | DepreciationAmt |
| Book Value | $6,072 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,072 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY ENDOWMENT | $9,662,527 |
| REFUNDABLE ADVANCE | $626,956 |
| FISCAL AGENCY FUNDS | $309,834 |
| LIABILITIES UNDER OPERATING LEASE | $136,460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,735,777 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,458,065 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,349,685 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $15,309 | OtherRevenueAmt |
| Revenue Not Reported | $5,364,994 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,093,071 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $300,652 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $116,288 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $416,940 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,510,011 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,792,447 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $15,309 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $15,309 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,777,138 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $300,652 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $122,318 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $422,970 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,200,108 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 3, PART X | THE FOUNDATION INCORPORATED UNDER CHAPTER 180 OF THE MASSACHUSETTS GENERAL LAWS AS A TAX-EXEMPT ENTITY, HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION AS DEFINED BY SECTION 509(A) OF THE IRC. THEREFORE, IT IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. ASC 740-10, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES," REQUIRES THE FOUNDATION TO EVALUATE AND DISCLOSE TAX POSITIONS THAT COULD HAVE AN EFFECT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION REPORTS ITS ACTIVITIES TO THE INTERNAL REVENUE SERVICE AND TO THE COMMONWEALTH OF MASSACHUSETTS ON AN ANNUAL BASIS. THESE INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO AUDIT AND REVIEW BY THE GOVERNMENTAL AGENCIES FOR A PERIOD OF THREE YEARS AFTER FILING. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO REVIEW BY TAXING AUTHORITIES FOR PERIODS PRIOR TO 2020. SUBSTANTIALLY ALL OF THE FOUNDATION'S INCOME, EXPENDITURES, AND ACTIVITIES RELATE TO ITS EXEMPT PURPOSE, THEREFORE, MANAGEMENT HAS DETERMINED THAT THE FOUNDATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAXES AND WILL CONTINUE TO QUALIFY AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | FUNDRAISING EXPENSES 15,309 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | CONTRIBUTIONS TO AGENCY ENDOWMENT FUNDS 116,288 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | FUNDRAISING EXPENSES 15,309 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | GRANTS FROM AGENCY ENDOWMENT FUNDS 122,318 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CELEBRATE GIVIN | Event1Nm |
| Gross Receipts Event1 | $25,500 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $25,500 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $15,309 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $25,500 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $25,500 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $15,309 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $15,309 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$15,309 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (94 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACRE FAMILY CHILD CARE | ||||||||
| 55 MIDDLE ST 5TH FL STE 500 | LOWELL | MA | 01852 | 043036200 | 501C3 | $6,588 | GENERAL SUPPORT | |
| ALTERNATIVE HOUSE INC | ||||||||
| PO BOX 2100 | LOWELL | MA | 01851 | 042661054 | 501C3 | $15,000 | GENERAL SUPPORT | |
| BOYS & GIRLS CLUB OF GREATER LOWELL | ||||||||
| 657 MIDDLESEX ST | LOWELL | MA | 01851 | 042104396 | 501C3 | $124,400 | YOUTH CENTERS | |
| CAMBODIAN MUTUAL ASSISTANCE ASSOCIA | ||||||||
| 465 SCHOOL STREET | LOWELL | MA | 01851 | 222553560 | 501C3 | $15,500 | IMMIGRANT SERVICES | |
| CATHOLIC SCHOOLS FOUNDATION INC | ||||||||
| 67 BATTERYMARCH ST 6TH FL | BOSTON | MA | 02110 | 222485502 | 501C3 | $20,000 | GENERAL SUPPORT | |
| CATIES CLOSET INC | ||||||||
| 19 SCHOOL STREET | DRACUT | MA | 01826 | 272531953 | 501C3 | $228,767 | GENERAL SUPPORT | |
| CHALLENGE UNLIMITED INC AT IRONST | ||||||||
| 450 LOWELL ST | ANDOVER | MA | 01810 | 222888189 | 501C3 | $10,000 | GENERAL SUPPORT | |
| CLEAR PATH FOR VETERANS NEW ENGLAND | ||||||||
| 84 ANTIETAM ST | DEVENS | MA | 01434 | 820681735 | 501C3 | $20,000 | GENERAL SUPPORT | |
| COALITION FOR A BETTER ACRE INC ( | ||||||||
| 517 MOODY ST FL 3 | LOWELL | MA | 01824 | 042760272 | 501C3 | $152,383 | GENERAL SUPPORT, DIY | |
| COMMUNITY TEAMWORK INC (CTI) | ||||||||
| 155 MERRIMACK ST 2ND FL | LOWELL | MA | 01852 | 042382027 | 501C3 | $114,560 | GENERAL SUPPORT | |
| D'YOUVILLE LIFE & WELLNESS COMMUNIT | ||||||||
| 981 VARNUM AVE LOWELL MA 01854 | LOWELL | MA | 01854 | 274675379 | 501C3 | $18,725 | GENERAL SUPPORT | |
| DIGNITY MATTERS INC | ||||||||
| PO BOX 72 | WAYAMD | MA | 01778 | 814572839 | 501C3 | $15,000 | GENERAL SUPPORT | |
| DISCOVERY MUSEUM INC | ||||||||
| 177 MAIN STREET | ACTON | MA | 01720 | 042741645 | 501C3 | $17,500 | GENERAL SUPPORT | |
| DWELLING HOUSE OF HOPE | ||||||||
| 125 MT HOPE ST | LOWELL | MA | 01854 | 352374752 | 501C3 | $45,000 | GENERAL SUPPORT | |
| ELEVATE NEW ENGLAND INC | ||||||||
| 403 ANDOVER STREET | LOWELL | MA | 01852 | 812111126 | 501C3 | $11,000 | GENERAL SUPPORT | |
| ELIOT PRESBYTERIAN CHURCH | ||||||||
| 273 SUMMER STREET | LOWELL | MA | 01852 | 501C3 | $10,000 | |||
| FRIENDS OF LOWELL HIGH SCHOOL INC | ||||||||
| PO BOX 1264 | LOWELL | MA | 01853 | 042670250 | 501C3 | $6,755 | GENERAL SUPPORT | |
| GAINING GROUND INC | ||||||||
| 341 VIRGINIA ROAD | CONCORD | MA | 01742 | 043083976 | 501C3 | $19,500 | GENERAL SUPPORT | |
| GIRLS INC OF GREATER LOWELL | ||||||||
| 220 WORTHEN ST | LOWELL | MA | 01852 | 042104401 | 501C3 | $68,225 | GENERAL SUPPORT | |
| GREATER LOWELL HEALTH ALLIANCE | ||||||||
| 55 TECHONLOGY DRIVE | LOWELL | MA | 01851 | 270408037 | 501C3 | $10,000 | GENERAL SUPPORT | |
| HABITAT FOR HUMANITY NORTH CENTRAL | ||||||||
| 201 GREAT ROAD | ACTON | MA | 01720 | 042999854 | 501C3 | $21,000 | GENERAL SUPPORT | |
| HABITAT FOR HUMANITY OF GREATER LOW | ||||||||
| 68 TADMUCK ROAD SUITE 1 | WESTFORD | MA | 01886 | 043123186 | 501C3 | $12,000 | GENERAL SUPPORT | |
| HOUSE OF HOPE INC | ||||||||
| 812 MERRIMACK ST | LOWELL | MA | 01854 | 042867965 | 501C3 | $20,000 | GENERAL SUPPORT | |
| IMMACULATE CONCEPTION CHURCH | ||||||||
| 144 E MERRIMACK STREET | LOWELL | MA | 01852 | 042106189 | 501C3 | $229,842 | RELIGION | |
| INTERNATIONAL INSTITUTE OF NEW ENGL | ||||||||
| 2 BOYLSTON ST FL 3 | BOSTON | MA | 01216 | 042104325 | 501C3 | $52,500 | GENEAL SUPPORT | |
| LIFE CONNECTION CENTER INC | ||||||||
| 192 APPLETON ST | LOWELL | MA | 01852 | 471339554 | 501C3 | $50,796 | GENERAL SUPPORT | |
| LOWELL ART ASSOCIATION | ||||||||
| 243 WORTHEN STREET | LOWELL | MA | 01852 | 042428837 | 501C3 | $58,187 | GENERAL SUPPORT | |
| LOWELL CATHOLIC HIGH SCHOOL | ||||||||
| 530 STEVENS ST | LOWELL | MA | 01851 | 042563657 | 501C3 | $73,841 | GENERAL SUPPORT | |
| LOWELL COMMUNITY HEALTH CENTER | ||||||||
| 161 JACKSON ST | LOWELL | MA | 01852 | 042881348 | 501C3 | $42,500 | GENERAL SUPPORT | |
| LOWELL COMMUNITY HEALTH CENTER (LCH | ||||||||
| 161 JACKSON ST | LOWELL | MA | 01852 | 042881348 | 501C3 | $25,121 | GENERAL SUPPORT | |
| LOWELL FESTIVAL FOUNDATION | ||||||||
| PO BOX 217 | LOWELL | MA | 01853 | 042578293 | 501C3 | $40,265 | ART & CULTURE | |
| LOWELL HIGH SCHOOL | ||||||||
| 50 FR MORISSETTE BLVD | LOWELL | MA | 01852 | GOV | $9,431 | EDUCATION | ||
| LOWELL PARKS & CONSERVATION TRUST | ||||||||
| 660 SUFFOLK STREET SUITE 120 | LOWELL | MA | 01854 | 223070912 | 501C3 | $23,571 | GENERAL SUPPORT | |
| LOWELL TRANSITIONAL LIVING CENTER | ||||||||
| 205-209 MIDDLESEX ST | LOWELL | MA | 01852 | 042933012 | 501C3 | $37,643 | GENERAL SUPPORT | |
| LOWELL WATERWAYS VITALITY INITIATIV | ||||||||
| 100 MERRIMACK AV SUITE 202 | LOWELL | MA | 01852 | 501C3 | $150,000 | GENERAL SUPPORT | ||
| MASSACHUSETTS ALLIANCE OF PORTUGUES | ||||||||
| 1046 CAMBRIDGE STREET | CAMBRIDGE | MA | 02139 | 042596270 | 501C3 | $13,233 | GENERAL SUPPORT | |
| MASSACHUSETTS DOWN SYNDROME CONGRES | ||||||||
| 20 BURLINGTON MALL RD STE 261 | BURLINGTON | MA | 01803 | 222596246 | 501C3 | $9,072 | GENERAL SUPPORT | |
| MERRIMACK REPERTORY THEATRE INC ( | ||||||||
| 132 WARREN STREET | LOWELL | MA | 01852 | 042664784 | 501C3 | $114,927 | GENERAL SUPPORT | |
| MERRIMACK VALLEY FOOD BANK INC | ||||||||
| PO BOX 8638 | LOWELL | MA | 01853 | 223241609 | 501C3 | $45,500 | GENERAL SUPPORT | |
| MERRIMACK VALLEY HOUSING PARTNERSHI | ||||||||
| PO BOX 1042 | LOWELL | MA | 01853 | 042950316 | 501C3 | $22,322 | GENERAL SUPPORT | |
| MIDDLESEX COMMUNITY COLLEGE FOUNDAT | ||||||||
| 591 SPRINGS ROAD | BEDFORD | MA | 01730 | 042973384 | 501C3 | $9,600 | PROGRAM SUPPORT | |
| MILL CITY GROWS | ||||||||
| 650 SUFFOLK STREET SUITE G10 | LOWELL | MA | 01854 | 472096070 | 501C3 | $32,203 | GENERAL SUPPORT | |
| NEW ENGLAND FORESTRY FOUNDATION IN | ||||||||
| PO BOX 1346 | LITTLETON | MA | 01460 | 042024022 | 501C3 | $11,529 | GENERAL SUPPORT | |
| NEW ENGLAND QUILT MUSEUM | ||||||||
| 18 SHATTUCK STREET | LOWELL | MA | 01852 | 042971424 | 501C3 | $67,880 | GENERAL SUPPORT | |
| NORTH STAR FAMILY SERVICES INC | ||||||||
| 758 MAIN STREET | LEOMINSTER | MA | 01453 | 030387748 | 501C3 | $15,000 | GENERAL SUPPORT | |
| OBLATE MISSION GUILD | ||||||||
| 486 CHANDLER ST | TEWKSBURY | MA | 01876 | 501C3 | $5,837 | GENERAL SUPPORT | ||
| OPEN TABLE INC | ||||||||
| 368 COLLEGE ROAD | CONCORD | MA | 01742 | 043048933 | 501C3 | $29,392 | GENERAL SUPPORT | |
| OPERATION DELTA DOG | ||||||||
| 19G CLINTON DR | HOLLIS | NH | 03049 | 461236244 | 501C3 | $12,000 | GENERAL SUPPORT | |
| PROJECT LEARN INC | ||||||||
| 8 KIRK ST 2ND FLOOR | LOWELL | MA | 01852 | 044885366 | 501C3 | $15,000 | GENERAL SUPPORT | |
| RECREATIONAL ADULT RESOURCE ASSOCIA | ||||||||
| 295 HIGH STREET | LOWELL | MA | 01852 | 237102772 | 501C3 | $41,056 | GENERAL SUPPORT | |
| RISE ABOVE FOUNDATION INC | ||||||||
| PO BOX 174 | NORTHBRIDGE | MA | 01534 | 271409946 | 501C3 | $7,500 | GENERAL SUPPORT | |
| SAINT ANTHONY PARISH | ||||||||
| 893 CENTRAL ST | LOWELL | MA | 01852 | 501C3 | $40,000 | GENERAL SUPPORT | ||
| SEVEN HILLS EXTENDED CARE AT GROTON | ||||||||
| 81 HOPE AVE | WORCESTER | MA | 01603 | 200172796 | 501C3 | $7,500 | HUMAN SERVICES | |
| ST VINCENT DE PAUL SOCIETY | ||||||||
| 18 CANTON STREET | STOUGHTON | MA | 02072 | 135562362 | 501C3 | $11,697 | GENERAL SUPPORT | |
| THE CENTER FOR HOPE AND HEALING IN | ||||||||
| 21 GEORGE ST SUITE 400 | LOWELL | MA | 01852 | 042732721 | 501C3 | $30,000 | GENERAL SUPPORT | |
| TROUBLED WATER INC | ||||||||
| 1480 BROADWAY ROAD | DRACUT | MA | 01826 | 831319383 | 501C3 | $50,000 | GENERAL SUPPORT | |
| TROUT UNLIMITED | ||||||||
| 1777 NORTH KENT SUITE 100 | ARLINGTON | VA | 22209 | 381612715 | 501C3 | $8,868 | GENERAL SUPPORT | |
| UTECINC | ||||||||
| 15 WARREN ST STE 3 | LOWELL | MA | 01852 | 383669532 | 501C3 | $121,007 | GENERAL SUPPORT | |
| VIRGINIA THURSTON HEALING GARDEN I | ||||||||
| 145 BOLTON ROAD | HARVARD | MA | 01451 | 043522717 | 501C3 | $20,000 | GENERAL SUPPORT | |
| VNA CARE NETWORK INC | ||||||||
| 2352 MAIN STREET SUITE 205 | WEST CONCORD | MA | 01742 | 042103825 | 501C3 | $7,000 | GENERAL SUPPORT | |
| YWCA OF LOWELL | ||||||||
| 97 CENTRAL STREET SUITE 302 | LOWELL | MA | 01852 | 042105876 | 501C3 | $15,000 | GENERAL SUPPORT | |
| ANGKOR DANCE TROUPE INC | ||||||||
| 40 FRENCH STREET | LOWELL | MA | 01852 | 223066416 | 501C3 | $30,000 | GENERAL EXPENDITURE | |
| ARTS & BUSINESS COUNCIL OF GR BOST | ||||||||
| 15 CHANNEL CENTER STREET | BOSTON | MA | 02210 | 223217131 | 501C3 | $52,229 | GENERAL EXPENDITURE | |
| BEACON ACADEMY INC | ||||||||
| 814 SOUTH ST | ROSLINDALE | MA | 02131 | 731710051 | 501C3 | $5,100 | GENERAL EXPENDITURE | |
| BOSTON AREA GLEANERS INC | ||||||||
| 91 MARTIN STREET | ACTON | MA | 01720 | 300434755 | 501C3 | $5,590 | FOOD BANKS/PANTRIES | |
| BOSTON PORTUGUESE FESTIVAL INC | ||||||||
| 493 SOMERVILLE AVE | SOMERVILLE | MA | 02143 | 352655523 | 501C3 | $25,000 | CULTURAL AWARENESS | |
| COLLEGIATE CHARTER SCHOOL OF LOWELL | ||||||||
| 1857 MIDDLESEX STREET | LOWELL | MA | 01851 | 460582327 | 501C3 | $6,517 | EDUCATION | |
| CORPORATION FOR THE CELEBRATION OF | ||||||||
| PO BOX 1111 | LOWELL | MA | 01853 | 222700024 | 501C3 | $20,000 | GENERAL SUPPORT | JACK KEROUAC IN LOWELL |
| DREAM DINER FOUNDATION INC | ||||||||
| 384 MIDDLESEX ROAD | TYNGSBORO | MA | 01879 | 882326941 | 501C3 | $35,000 | GENERAL SUPPORT | |
| ELLIE FUND | ||||||||
| 200 RESERVOIR STREET STE 300 | NEEDHAM HEIGHTS | MA | 02494 | 043280390 | 501C3 | $20,000 | GENERAL SUPPORT | |
| FREE SOIL ARTS COLLECTIVE | ||||||||
| 132 WARREN STREET | LOWELL | MA | 01852 | 922122455 | 501C3 | $48,844 | GENERAL SUPPORT | |
| FUSION CHURCH LOWELL | ||||||||
| 125 MT HOPE STREET | LOWELL | MA | 01854 | $15,000 | GENERAL SUPPORT | |||
| GROTON HILL MUSIC | ||||||||
| 122 OLD AYER ROAD | GROTON | MA | 01450 | 042867945 | 501C3 | $12,000 | GENERAL SUPPORT | |
| LATINX COMMUNITY CENTER FOR EMPOWER | ||||||||
| 9 CENTRAL STREET STE 201 | LOWELL | MA | 01852 | 844196744 | 501C3 | $15,000 | GENERAL SUPPORT | |
| LAWRENCE CATHOLIC ACADEMY | ||||||||
| 101 PARKER STREET | LAWRENCE | MA | 01843 | 272281636 | 501C3 | $10,000 | GENERAL SUPPORT | |
| LOWELL COMMUNITY CHARTER PUBLIC SCH | ||||||||
| 206 JACKSON STREET | LOWELL | MA | 01852 | 043491690 | GOV | $7,500 | EDUCATION | |
| LOWELL PLAN | ||||||||
| 660 SUFFOLK STREET STE 120 | LOWELL | MA | 01854 | 042693109 | 501C3 | $34,500 | HOMLESS SERVICES | |
| LOWELL YOUTH LEADERSHIP PROGRAM IN | ||||||||
| 2 BELMONT STREET | LOWELL | MA | 01851 | 873289772 | 501C3 | $75,000 | HUMAN SERVICES | |
| MASSACHUSETTS ASSOCIATION OF MENTAL | ||||||||
| 50 FEDERAL ST 6TH FL | BOSTON | MA | 02110 | 042104711 | 501C3 | $10,000 | MENTAL HEALTH | HEALTH |
| MASS AUDUBON | ||||||||
| 208 S GREAT ROAD | LINCOLN | MA | 01773 | 042104702 | 501C3 | $7,500 | ENVIRONMENT | |
| NEW ENGLAND PATRIOTS CHARITABLE FND | ||||||||
| ONE PATRIOT PLACE | FOXBORO | MA | 02035 | 043244069 | 501C3 | $10,000 | GENERAL SUPPORT | |
| NORTHERN MIDDLESEX COUNCIL OF | ||||||||
| 672 SUFFOLK STREET | LOWELL | MA | 01854 | 046150451 | 501C3 | $15,000 | HOUSING DEVELOPMENT | GOVERNMENTS |
| ONE CAN HELP | ||||||||
| PO BOX 55 | WABAN | MA | 02468 | 204281579 | 501C3 | $15,000 | ||
| PEPPERELL AID FROM COMMUNITY TO | ||||||||
| PO BOX 1247 | PEPPERELL | MA | 01463 | 371560964 | 501C3 | $16,000 | EMERGENCY ASSISTANCE | HOME |
| PORTER PRODUCTIONS LLC | ||||||||
| 330 W OLYMPIC PLACE STE 206 | SEATTLE | WA | 98109 | 823949653 | $20,000 | GENERAL SUPPORT | ||
| PROJECT HOME AGAIN | ||||||||
| PO BOX 1236 | ANDOVER | MA | 01810 | 472261131 | 501C3 | $7,500 | GENERAL SUPPORT | |
| PROJECT KOMPASS | ||||||||
| 83 MIDDLESEX STREET | NORTH CHELMSFORD | MA | 01863 | 844402345 | 501C3 | $10,750 | HOUSING | |
| STONE SOUP KITCHEN MINISTRIES | ||||||||
| 41 LITTLETON ROAD | AYER | MA | 01432 | 872405716 | 501C3 | $11,000 | GOOD BANKS | |
| ST PAUL'S SOUP KITCHEN INC | ||||||||
| PO BOX 2257 | LOWELL | MA | 01851 | 203567246 | 501C3 | $8,500 | FOOD BANK | |
| THE CLINTON FOUNDATION | ||||||||
| 1663 BORADWAY 5TH FL | NEW YORK | NY | 10019 | 311580204 | 501C3 | $15,000 | GENERAL SUPPORT | |
| TOWN OF DRACUT | ||||||||
| 62 ARLINGTON STREET | DRACUT | MA | 01826 | GOV | $30,000 | GENERAL SUPPORT | ||
| TUFTS MEDICINE LOWELL GENERAL | ||||||||
| 295 VARNUM AVENUE | LOWELL | MA | 01854 | 042103590 | 501C3 | $7,493 | HOSPITAL | |
| UNIVERSITY OF MASSACHUSETTS LOWELL | ||||||||
| 1 PERKINS STREET | LOWELL | MA | 01854 | 043167352 | GOV | $190,159 | GENERAL SUPPORT | |
| WESTFORD ACADEMY | ||||||||
| 30 PATTEN ROAD | WESTFORD | MA | 01886 | 046044006 | 501C3 | $6,000 | EDUCATION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 93 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS FOR TUITION | 385 | $456,331 |
| CHARITABLE GIFT ANNUITY | 7 | $9,466 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | CAPACITY GRANTS, WATER RESOURCES GRANTS AND ELDERLY GRANTS ALL HAVE A FINAL REPORT THAT IS DUE THE FOLLOWING YEAR. STATE GRANTS REQUIRE ADDITIONAL REPORTING. ALL OTHER GRANTS WE DO NOT HAVE A SPECIFIC FINAL REPORT DUE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES F LINNEHAN JR ESQ | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $181,048 | BaseCompensationFilingOrgAmt |
| Nontaxable Benefits Filing Org | $4,867 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $185,915 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $280,415 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED MARKET PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE MISSION OF THE GREATER LOWELL COMMUNITY FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE IN THE AREA. THE FOUNDATION IS A COMMUNITY RESOURCE, WHICH ATTRACTS FUNDS, DISTRIBUTES GRANTS, AND SERVES AS A CATALYST AND LEADER AMONG FUNDERS, AGENCIES AND INDIVIDUALS TO ADDRESS IDENTIFIED AND EMERGENT NEEDS. THE COMMUNITY FOUNDATION IS A PROFESSIONAL, COMPASSIONATE STEWARD OF DONOR FUNDS AND BUILDS UPON THE CREATIVE VISION OF ITS FOUNDERS AND THE COMMUNITY. IT PROMOTES AND ENCOURAGES THE ROLE OF PHILANTHROPY IN IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES IT SERVES. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE DRAFT FORM 990 IS DISTRIBUTED TO THE AUDIT COMMITTEE FOR REVIEW AND THEN DISTRIBUTED TO THE ENTIRE BOARD FOR COMMENT AND REVIEW PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ANNUALLY THE POLICY IS REVIEWED AND ACKNOWLEDGED BY APPLICABLE PARTIES. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD SETS THE COMPENSATION RANGE FOR THE PRESIDENT AND CEO. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE FOUNDATION HAS A WRITTEN AND APPROVED CONFLICT OF INTEREST POLICY WHICH, ALONG WITH ITS FORM 990 AND FORM 1023, IS AVAILABLE BY REQUEST ONLY. |
| FORM 990, PART XI, LINE 9 | GRANTS FROM AGENCY ENDOWMENT 122,318 GIFTS TO AGENCY ENDOWMENT -116,288 TOTAL 6,030 |
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