THEODORE EDSON PARKER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THEODORE EDSON PARKER FOUNDATION (EIN 04-6036092)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-06
- IRS object ID
- 202403119349100015
- 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-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-06T10:31:09-05:00 | 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 | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046036092 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THEODORE EDSON PARKER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THEO | BusinessNameControlTxt |
| Phone | 6173140417 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55-67 MIDDLE STREET SUITE 501 | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WDONAHUE JR | PersonNm |
| Person Title | TREASURER, DIRECTOR | PersonTitleTxt |
| Phone | 6173140417 | PhoneNum |
| Signature | 2024-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD B DIONNE | PreparerPersonNm |
| PTIN | P00142882 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2024-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,196,958 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $658,288 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $658,288 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $270,857 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,295,225 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $270,857 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $929,145 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $929,145 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $42,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,540 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,173 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $251,936 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $107,577 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $143,385 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $61,668 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $186 | TaxesNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $954 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,841 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $452 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,272 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $393,045 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $138,505 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $196,034 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,589,786 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,300,865 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,982,831 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $138,505 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,496,899 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,053,686 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $790,640 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $475,956 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $431,489 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $431,489 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $24,047,116 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,570,330 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,570,330 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,732,830 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,990,052 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,990,052 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $156,651 | OtherInvestmentsBOYAmt |
| Other Assets BOY | $102,136 | OtherAssetsBOYAmt |
| Other Assets EOY | $205,087 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $205,087 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,514,689 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,196,958 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,196,958 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $44,828 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $35,768 | AccountsPayableEOYAmt |
| Grants Payable BOY | $185,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $609,172 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $65,830 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $116,322 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $295,658 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $761,262 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $28,219,031 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $31,435,696 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,219,031 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,435,696 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,514,689 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,196,958 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,219,031 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,053,686 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,420,351 | OtherIncreasesAmt |
| Subtotal | $31,585,696 | SubtotalAmt |
| Other Decreases | $150,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,435,696 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB 4887 (SEE ATTACHED) | P | 2023-12-31 | $310,505 | $395,164 | -$84,659 | -$84,659 |
| CHARLES SCHWAB 4887 (SEE ATTACHED) | P | 2023-12-31 | $1,191,862 | $860,277 | $331,585 | $331,585 |
| CHARLES SCHWAB 9038 (SEE ATTACHED) | P | 2023-12-31 | $289,972 | $308,241 | -$18,269 | -$18,269 |
| CHARLES SCHWAB 9038 (SEE ATTACHED) | P | 2023-12-31 | $2,502,886 | $2,460,686 | $42,200 | $42,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $270,857 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,990 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,990 | SubtotalAmt |
| Tax Based On Investment Income | $10,990 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,410 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $30,410 | TotalPaymentsAndCreditsAmt |
| Overpayment | $19,420 | OverpaymentAmt |
| Applied To ES Tax | $19,420 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | PARKERFOUNDATIONLOWELL.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID W DONAHUE JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6173140417 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55-67 MIDDLE STREET SUITE 501 | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN CARPENTER | ||||||||
| 55-67 MIDDLE STREET SUITE 501 | LOWELL | MA | 01852 | PRESIDENT, D | 000.00 | $13,000 | $0 | $0 |
| SOPHY THEAM | ||||||||
| 55-67 MIDDLE STREET SUITE 501 | LOWELL | MA | 01852 | CLERK, DIREC | 000.00 | $13,000 | $0 | $0 |
| DAVID WDONAHUE JR | ||||||||
| 55-67 MIDDLE STREET SUITE 501 | LOWELL | MA | 01852 | TREASURER, D | 000.00 | $13,000 | $0 | $0 |
| LUIS PEDROSO | ||||||||
| 55-67 MIDDLE STREET SUITE 501 | LOWELL | MA | 01852 | DIRECTOR | 000.00 | $13,000 | $0 | $0 |
| MARIA A CUNHA | ||||||||
| 55-67 MIDDLE STREET SUITE 501 | LOWELL | MA | 01852 | DIRECTOR | 000.00 | $13,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GMA FOUNDATIONS | |||||
| TWO LIBERTY SQUARE | BOSTON | MA | 02109 | ADMINISTERS GRA | $138,200 |
| ENTERPRISE BANK & TRUST CO | |||||
| 222 MERRIMACK ST FLOOR 2 | LOWELL | MA | 01852 | INVESTMENT ADVI | $57,462 |
| EATON PRIVATE WEALTH | |||||
| TWO INTERNATIONAL PLACE | BOSTON | MA | 02110 | INVESTMENT ADVI | $50,026 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $29,428,565 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $770,518 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,199,083 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $30,199,083 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $452,986 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,746,097 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,487,305 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,487,305 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,990 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,990 | TotalTaxAmt |
| Distributable Before Adj | $1,476,315 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,476,315 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,476,315 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,496,899 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,496,899 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,476,315 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $355,157 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,496,899 | QualifyingDistributionsAmt |
| Applied To Year1 | $355,157 | AppliedToYear1Amt |
| Applied To Current Year | $1,141,742 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $334,573 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN CARPENTER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55-67 MIDDLE STREET SUITE 501 | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6173140417 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS ARE ENCOURAGED TO APPLY ONLINE AT HTTP://PARKERFOUNDATIONLOWELL.ORG. ALL PROPOSALS SHOULD INCLUDE A SHORT DESCRIPTION OF THE PURPOSES, PROGRAMS, AND HISTORY OF THE ORGANIZATION, A DESCRIPTION OF THE PROJECT FOR WHICH FINANCIAL ASSISTANCE IS REQUESTED, THE AMOUNT DESIRED, AND PLANS FOR CONTINUATION OF THE PROJECT AFTER THE FOUNDATION'S FUNDING HAS ENDED. INCLUDE A LIST OF BOARD MEMBERS, WITH AN INDICATION OF THEIR ORGANIZATIONAL AFFILIATIONS, SPECIAL SKILLS, AND LINKS TO THE COMMUNITY,A COMPLETED DIVERSITY FORM DETAILING THE ETHNIC COMPOSITIONS OF THE BOARD, STAFF, AND CONSTITUENTS,A COPY OF THE ORGANIZATIONS MOST RECENT AUDITED FINANCIAL STATEMENTS,A COPY OF THE MOST RECENT IRS FORM 990, WITH ALL ATTACHMENTS AND SCHEDULES,A CURRENT ORGANIZATIONAL BUDGET, INCLUDING PROJECTED INCOME AND EXPENDITURES,BIO STATEMENTS OR RESUMES OF KEY PROJECT STAFF AND A PROJECT BUDGET. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE TRUSTEES USUALLY MEET TWO TIMES A YEAR FOR GRANT MAKING PURPOSES: IN APRIL/MAY AND NOVEMBER/DECE | SubmissionDeadlinesTxt |
| Restrictions On Awards | TRUSTEES DO NOT USUALLY AWARD FUNDS FOR THE OPERATING EXPENSES OF CHARITABLE ORGANIZATIONS, FOR ENDOWMENT, OR TO FUND DEFICITS. GRANTS ARE RESTRICTED TO ORGANIZATIONS THAT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE CLASSIFIED AS -NOT A PRIVATE FOUNDATION" UNDER SECTION 509(A). NO AWARDS ARE MADE TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 2ND ACT | ||||||
| PO BOX 51352 | BOSTON | MA | 02205 | PUBLIC CHARI | "I'LL BE THERE FOR YOU" TOUR IN LOWE | $15,000 |
| ADOLESCENT CONSULTATION SERVICES | ||||||
| 189 CAMBRIDGE STREET | CAMBRIDGE | MA | 02141 | PUBLIC CHARI | ADOLESCENT SCHOOL ATTENDENCE PROGRAM | $7,500 |
| ANGKOR DANCE TROUPE INC | ||||||
| PO BOX 1553 | LOWELL | MA | 01853 | PUBLIC CHARI | CAPACITY BUILDING | $25,000 |
| BIKE CONNECTOR | ||||||
| 47 LEE STREET | LOWELL | MA | 01852 | PUBLIC CHARI | GENERAL OPERATING SUPPORT | $10,000 |
| BOYS GIRLS CLUB OF GREATER LOWELL | ||||||
| 657 MIDDLESEX STREET | LOWELL | MA | 01851 | PUBLIC CHARI | BELIEVE & BECOME PROGRAM | $100,000 |
| CATHOLIC CHARITIES BOSTON | ||||||
| 275 WEST BROADWAY | BOSTON | MA | 02127 | PUBLIC CHARI | LOWELL BASIC NEEDS PROGRAM | $30,000 |
| CHALLENGE UNLIMITED | ||||||
| 450 LOWELL STREET | ANDOVER | MA | 01810 | PUBLIC CHARI | EQUINE ASSISTANCE THERAPY FOR LOWELL | $7,500 |
| CHRIST CHURCH UNITED IN LOWELL | ||||||
| 180 EAST MERRIMACK STREET | LOWELL | MA | 01852 | PUBLIC CHARI | PARISH RELIEF PROGRAM | $15,000 |
| COMMUNITY TEAMWORK INC | ||||||
| 155 MERRIMACK STREET | LOWELL | MA | 01852 | PUBLIC CHARI | SUPPORTIVE HOUSING SITE | $100,000 |
| DISCOVERY MUSEUM | ||||||
| 177 MAIN STREET | ACTON | MA | 01720 | PUBLIC CHARI | SCIENCE WORKSHOPS IN LOWELL SCHOOLS | $10,000 |
| ELEVATE NEW ENGLAND | ||||||
| PO BOX 265 | LOWELL | MA | 01851 | PUBLIC CHARI | EXPAND YOUTH MENTOR PROGRAM IN LOWEL | $50,000 |
| ENTREPRENEURSHIP FOR ALL | ||||||
| 175 CABOT STREET STE 310 | LOWELL | MA | 01854 | PUBLIC CHARI | EXPANDING ENTREPRENEURSHIP IN LOWELL | $15,000 |
| FORTALEZA INC | ||||||
| 16 JACKSON STREET | LOWELL | MA | 01852 | PUBLIC CHARI | START UP/CAPACITY BUILDING SUPPORT | $50,000 |
| GAINING GROUND | ||||||
| PO BOX 374 | CONCORD | MA | 01742 | PUBLIC CHARI | NEW FARMING PARCEL & FOOD DONATIONS | $25,000 |
| GIRLS INCORPORATED OF GREATER LOWEL | ||||||
| 220 WORTHEN STREET | LOWELL | MA | 01852 | PUBLIC CHARI | CONNECT: STRONGER TOGETHER | $50,000 |
| GREATER LOWELL COMMUNITY FOUNDATION | ||||||
| 100 MERRIMACK ST STE 202 | LOWELL | MA | 01852 | PUBLIC CHARI | MOODY STREET FOOD RELIEF FUND | $20,000 |
| GREATER LOWELL COMMUNITY FOUNDATION | ||||||
| 100 MERRIMACK ST STE 202 | LOWELL | MA | 01852 | PUBLIC CHARI | NEWELL FLATHER LEGACY FUND | $75,000 |
| GREATER LOWELL COMMUNITY FOUNDATION | ||||||
| 100 MERRIMACK ST STE 202 | LOWELL | MA | 01852 | PUBLIC CHARI | NEWELL FLATHER LEGACY FUND | $8,750 |
| GREATER LOWELL COMMUNITY FOUNDATION | ||||||
| 100 MERRIMACK ST STE 202 | LOWELL | MA | 01852 | PUBLIC CHARI | REFUGE LOWELL'S RELOCATION | $50,000 |
| GROTON HILL MUSIC CENTER | ||||||
| 122 OLD AYER ROAD | GROTON | MA | 01450 | PUBLIC CHARI | LOWELL SCHOOLS MUSIC EDUCATION PARTN | $14,000 |
| HEALTH LAW ADVOCATES | ||||||
| ONE FEDERAL STREET | BOSTON | MA | 02110 | PUBLIC CHARI | MENTAL HEALTH PROGRAM | $25,000 |
| INTERNATIONAL INSTITUTE OF NEW ENGL | ||||||
| 2 BOYLSTON STREET | BOSTON | MA | 02116 | PUBLIC CHARI | PERM HOUSING INITIATIVES IN LOWELL | $50,000 |
| LOWELL HUMANE SOCIETY | ||||||
| 951 BROADWAY STREET | LOWELL | MA | 01854 | PUBLIC CHARI | RECLAIM SPACE: MULTI-USE ROOM | $20,000 |
| LOWELL PARKS CONSERVATION TRUST | ||||||
| PO BOX 7162 | LOWELL | MA | 01852 | PUBLIC CHARI | 20-ACRE PAWTUCKET FARM WILDLIFE SANC | $125,000 |
| LOWELL YOUTH LEADERSHIP PROGRAM | ||||||
| 2 BELMONT STREET | LOWELL | MA | 01851 | PUBLIC CHARI | SUMMER CAMP | $15,000 |
| MERRIMACK REPERTORY THEATRE | ||||||
| 132 WARREN STREET | LOWELL | MA | 01852 | PUBLIC CHARI | THEATRE FOR YOUNG AUDIENCES PROGRAM | $50,000 |
| MERRIMACK VALLEY HOUSING PARTNERSHI | ||||||
| 67 MIDDLE STREET STE 501 | LOWELL | MA | 01852 | PUBLIC CHARI | AFFORDABLE HOME OWNERSHIP PROGRAM | $75,000 |
| MERRIMACK VALLEY PROJECT | ||||||
| 1045 ESSEX STREET | LAWRENCE | MA | 01841 | PUBLIC CHARI | WHEELS OF HOPE PUBLIC ADVOCACY CAMPA | $20,000 |
| MISSION OF DEEDS | ||||||
| 6 CHAPIN AVENUE | READING | MA | 01867 | PUBLIC CHARI | SUPPORTING THE NEEDS OF LOWELL FAMIL | $4,715 |
| PHILANTHROPY MA | ||||||
| 133 FEDERAL ST STE 802 | BOSTON | MA | 02110 | PUBLIC CHARI | MEMBERSHIP DUES | $6,400 |
| PLACE OF PROMISE | ||||||
| PO BOX 1132 | LOWELL | MA | 01853 | PUBLIC CHARI | EDUCATION & EMPLOYMENT REENTRY LOWE | $7,000 |
| PROJECT LEARN | ||||||
| 58 PRESCOTT ST STE C1 | LOWELL | MA | 01852 | PUBLIC CHARI | DIVERSE TEACHER LEADERS PROGRAM | $65,000 |
| THE WISH PROJECT | ||||||
| PO BOX 8693 | LOWELL | MA | 01853 | PUBLIC CHARI | GENERAL OPERATING SUPPORT | $25,000 |
| UNIVERSITY OF MASSACHUSETTS FOUNDAT | ||||||
| 100 CARLSON AVE BLDG 12 | NEWTON | MA | 02459 | PUBLIC CHARI | PILOT STUDENTS CAREER CONNECTED | $75,000 |
| VETERANS LEGAL SERVICES | ||||||
| PO BOX 8457 | BOSTON | MA | 02114 | PUBLIC CHARI | CIVIL LEGAL AID FOR VETERANS FROM LO | $20,000 |
| WOMEN'S MONEY MATTERS | ||||||
| 6 LIBERTY SQUARE 2697 | BOSTON | MA | 02109 | PUBLIC CHARI | FINANCIAL WELLNESS PROGRAM EXPANSION | $20,000 |
| YWCA OF LOWELL - LOWELL ALLIANCE | ||||||
| 97 CENTRAL ST STE 302 | LOWELL | MA | 01852 | PUBLIC CHARI | SUPPORT FOR EMPOWER AND LOWELL DIAPE | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,300,865 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOYS GIRLS CLUB OF GREATER LOWELL | ||||||
| 657 MIDDLESEX STREET | LOWELL | MA | 01851 | PUBLIC CHARI | BELIEVE & BECOME CAPITAL CAMPAIGN | $8,427 |
| GIRLS INCORPORATED OF GREATER LOWEL | ||||||
| 220 WORTHEN STREET | LOWELL | MA | 01852 | PUBLIC CHARI | CONNECT: STRONGER TOGETHER | $234,690 |
| GREATER LOWELL COMMUNITY FOUNDATION | ||||||
| 100 MERRIMACK ST ST 202 | LOWELL | MA | 01852 | PUBLIC CHARI | NEWELL FLATHER LEGACY FUND | $6,321 |
| LOWELL PARKS CONSERVATION TRUST | ||||||
| PO BOX 7162 | LOWELL | MA | 01852 | PUBLIC CHARI | 20-ACRE PAWTUCKET FARM WILDLIFE SANC | $474,483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $723,921 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $658,288 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $270,857 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd |
|---|---|
| DEFERRED FEDERAL TAXES | |
| MISCELLANEOUS INCOME | 1 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $929,145 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $929,145 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,600 | Amt |
| Net Investment Income | $7,540 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,173 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $4,990,052 | EOYBookValueAmt |
| EOYFMV | $4,990,052 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES | StockNm |
| EOY Book Value | $26,570,330 | EOYBookValueAmt |
| EOYFMV | $26,570,330 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS IN LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST ON INVESTMENTS | $31,705 | $58,583 | $58,583 |
| PREPAID FEDERAL EXCISE TAX | $20,431 | $19,441 | $19,441 |
| CIT CREDIT RECEIVABLE | $50,000 | $125,000 | $125,000 |
| PREPAID EXPENSES | $2,063 | $2,063 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT - GRANTS PAYABLE | Desc |
| Amt | $150,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| MISCELLANEOUS | |||
| FILING FEES | $274 | $255 | |
| OPERATIONS EXPENSE | $1,277 | $420 | |
| 75TH ANNIVERSARY EVENT | |||
| MEETINGS AND CONFERENCES | $1,290 | $597 | $452 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MASS CIT CREDIT REVENUE | $75,000 |
| UNREALIZED GAINS ON INVESTMENTS | $4,330,603 |
| PRIOR PERIOD ADJUSTMENT - GRANTS PAYABLE NPV | $14,748 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX LIABILITY | $65,830 | $116,322 |
| ACCRUED FEDERAL EXCISE TAX |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| GRANT MAKING EXPENSE | $138,200 | $135,919 | |
| INVESTMENT ADVISORY FEES | $107,571 | $107,571 | |
| ADVISORY COMMITTEE FEES | $6,000 | $6,000 | |
| OUTSIDE CONTRACT SERVICES | $150 | $861 | |
| CONTRACT SERVICES - OTHER | |||
| BANK FEES | $15 | $9 | $6 |
| INSURANCE | $596 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $10,990 | |
| DEFERRED FEDERAL EXCISE TAX EXPE | $50,492 | |
| FOREIGN TAXES | $186 | $186 |