2024-11-06T10:31:09-05:00 2023-12-31 042917204 ANSTISS & CO PC 6 OMNI WAY STE 201 CHELMSFORD MA 018244187 990PF 2023-01-01 046036092 THEODORE EDSON PARKER FOUNDATION THEO 6173140417 55-67 MIDDLE STREET SUITE 501 LOWELL MA 01852 DAVID WDONAHUE JR TREASURER, DIRECTOR 6173140417 2024-11-04 true false RICHARD B DIONNE P00142882 9784522500 2024-11-04 2023 2024-10-15 13:58:12Z X X 32196958 X X 658288 658288 270857 4295225 270857 929145 929145 65000 22750 42250 11600 7540 8173 251936 107577 143385 61668 186 954 2841 452 1272 393045 138505 196034 1589786 1300865 1982831 138505 1496899 -1053686 790640 475956 431489 431489 24047116 26570330 26570330 3732830 4990052 4990052 156651 102136 205087 205087 28514689 32196958 32196958 44828 35768 185000 609172 65830 116322 295658 761262 X 28219031 31435696 28219031 31435696 28514689 32196958 28219031 -1053686 4420351 31585696 150000 31435696 CHARLES SCHWAB 4887 (SEE ATTACHED) P 2023-12-31 310505 395164 -84659 -84659 CHARLES SCHWAB 4887 (SEE ATTACHED) P 2023-12-31 1191862 860277 331585 331585 CHARLES SCHWAB 9038 (SEE ATTACHED) P 2023-12-31 289972 308241 -18269 -18269 CHARLES SCHWAB 9038 (SEE ATTACHED) P 2023-12-31 2502886 2460686 42200 42200 270857 10990 10990 10990 30410 30410 19420 19420 false false false false false false false true true MA true false false false false true PARKERFOUNDATIONLOWELL.ORG DAVID W DONAHUE JR 6173140417 55-67 MIDDLE STREET SUITE 501 LOWELL MA 01852 false false false false false false false false false false false false false false false false false false false false KAREN CARPENTER 55-67 MIDDLE STREET SUITE 501 LOWELL MA 01852 PRESIDENT, D 000.00 13000 0 0 SOPHY THEAM 55-67 MIDDLE STREET SUITE 501 LOWELL MA 01852 CLERK, DIREC 000.00 13000 0 0 DAVID WDONAHUE JR 55-67 MIDDLE STREET SUITE 501 LOWELL MA 01852 TREASURER, D 000.00 13000 0 0 LUIS PEDROSO 55-67 MIDDLE STREET SUITE 501 LOWELL MA 01852 DIRECTOR 000.00 13000 0 0 MARIA A CUNHA 55-67 MIDDLE STREET SUITE 501 LOWELL MA 01852 DIRECTOR 000.00 13000 0 0 NONE GMA FOUNDATIONS TWO LIBERTY SQUARE BOSTON MA 02109 ADMINISTERS GRA 138200 ENTERPRISE BANK & TRUST CO 222 MERRIMACK ST FLOOR 2 LOWELL MA 01852 INVESTMENT ADVI 57462 EATON PRIVATE WEALTH TWO INTERNATIONAL PLACE BOSTON MA 02110 INVESTMENT ADVI 50026 N/A 29428565 770518 0 30199083 30199083 452986 29746097 1487305 1487305 10990 10990 1476315 1476315 1476315 1496899 1496899 1476315 355157 1496899 355157 1141742 334573 KAREN CARPENTER 55-67 MIDDLE STREET SUITE 501 LOWELL MA 01852 6173140417 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. THE TRUSTEES USUALLY MEET TWO TIMES A YEAR FOR GRANT MAKING PURPOSES: IN APRIL/MAY AND NOVEMBER/DECE 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. 2ND ACT PO BOX 51352 BOSTON MA 02205 PUBLIC CHARI "I'LL BE THERE FOR YOU" TOUR IN LOWE 15000 ADOLESCENT CONSULTATION SERVICES 189 CAMBRIDGE STREET CAMBRIDGE MA 02141 PUBLIC CHARI ADOLESCENT SCHOOL ATTENDENCE PROGRAM 7500 ANGKOR DANCE TROUPE INC PO BOX 1553 LOWELL MA 01853 PUBLIC CHARI CAPACITY BUILDING 25000 BIKE CONNECTOR 47 LEE STREET LOWELL MA 01852 PUBLIC CHARI GENERAL OPERATING SUPPORT 10000 BOYS GIRLS CLUB OF GREATER LOWELL 657 MIDDLESEX STREET LOWELL MA 01851 PUBLIC CHARI BELIEVE & BECOME PROGRAM 100000 CATHOLIC CHARITIES BOSTON 275 WEST BROADWAY BOSTON MA 02127 PUBLIC CHARI LOWELL BASIC NEEDS PROGRAM 30000 CHALLENGE UNLIMITED 450 LOWELL STREET ANDOVER MA 01810 PUBLIC CHARI EQUINE ASSISTANCE THERAPY FOR LOWELL 7500 CHRIST CHURCH UNITED IN LOWELL 180 EAST MERRIMACK STREET LOWELL MA 01852 PUBLIC CHARI PARISH RELIEF PROGRAM 15000 COMMUNITY TEAMWORK INC 155 MERRIMACK STREET LOWELL MA 01852 PUBLIC CHARI SUPPORTIVE HOUSING SITE 100000 DISCOVERY MUSEUM 177 MAIN STREET ACTON MA 01720 PUBLIC CHARI SCIENCE WORKSHOPS IN LOWELL SCHOOLS 10000 ELEVATE NEW ENGLAND PO BOX 265 LOWELL MA 01851 PUBLIC CHARI EXPAND YOUTH MENTOR PROGRAM IN LOWEL 50000 ENTREPRENEURSHIP FOR ALL 175 CABOT STREET STE 310 LOWELL MA 01854 PUBLIC CHARI EXPANDING ENTREPRENEURSHIP IN LOWELL 15000 FORTALEZA INC 16 JACKSON STREET LOWELL MA 01852 PUBLIC CHARI START UP/CAPACITY BUILDING SUPPORT 50000 GAINING GROUND PO BOX 374 CONCORD MA 01742 PUBLIC CHARI NEW FARMING PARCEL & FOOD DONATIONS 25000 GIRLS INCORPORATED OF GREATER LOWEL 220 WORTHEN STREET LOWELL MA 01852 PUBLIC CHARI CONNECT: STRONGER TOGETHER 50000 GREATER LOWELL COMMUNITY FOUNDATION 100 MERRIMACK ST STE 202 LOWELL MA 01852 PUBLIC CHARI MOODY STREET FOOD RELIEF FUND 20000 GREATER LOWELL COMMUNITY FOUNDATION 100 MERRIMACK ST STE 202 LOWELL MA 01852 PUBLIC CHARI NEWELL FLATHER LEGACY FUND 75000 GREATER LOWELL COMMUNITY FOUNDATION 100 MERRIMACK ST STE 202 LOWELL MA 01852 PUBLIC CHARI NEWELL FLATHER LEGACY FUND 8750 GREATER LOWELL COMMUNITY FOUNDATION 100 MERRIMACK ST STE 202 LOWELL MA 01852 PUBLIC CHARI REFUGE LOWELL'S RELOCATION 50000 GROTON HILL MUSIC CENTER 122 OLD AYER ROAD GROTON MA 01450 PUBLIC CHARI LOWELL SCHOOLS MUSIC EDUCATION PARTN 14000 HEALTH LAW ADVOCATES ONE FEDERAL STREET BOSTON MA 02110 PUBLIC CHARI MENTAL HEALTH PROGRAM 25000 INTERNATIONAL INSTITUTE OF NEW ENGL 2 BOYLSTON STREET BOSTON MA 02116 PUBLIC CHARI PERM HOUSING INITIATIVES IN LOWELL 50000 LOWELL HUMANE SOCIETY 951 BROADWAY STREET LOWELL MA 01854 PUBLIC CHARI RECLAIM SPACE: MULTI-USE ROOM 20000 LOWELL PARKS CONSERVATION TRUST PO BOX 7162 LOWELL MA 01852 PUBLIC CHARI 20-ACRE PAWTUCKET FARM WILDLIFE SANC 125000 LOWELL YOUTH LEADERSHIP PROGRAM 2 BELMONT STREET LOWELL MA 01851 PUBLIC CHARI SUMMER CAMP 15000 MERRIMACK REPERTORY THEATRE 132 WARREN STREET LOWELL MA 01852 PUBLIC CHARI THEATRE FOR YOUNG AUDIENCES PROGRAM 50000 MERRIMACK VALLEY HOUSING PARTNERSHI 67 MIDDLE STREET STE 501 LOWELL MA 01852 PUBLIC CHARI AFFORDABLE HOME OWNERSHIP PROGRAM 75000 MERRIMACK VALLEY PROJECT 1045 ESSEX STREET LAWRENCE MA 01841 PUBLIC CHARI WHEELS OF HOPE PUBLIC ADVOCACY CAMPA 20000 MISSION OF DEEDS 6 CHAPIN AVENUE READING MA 01867 PUBLIC CHARI SUPPORTING THE NEEDS OF LOWELL FAMIL 4715 PHILANTHROPY MA 133 FEDERAL ST STE 802 BOSTON MA 02110 PUBLIC CHARI MEMBERSHIP DUES 6400 PLACE OF PROMISE PO BOX 1132 LOWELL MA 01853 PUBLIC CHARI EDUCATION & EMPLOYMENT REENTRY LOWE 7000 PROJECT LEARN 58 PRESCOTT ST STE C1 LOWELL MA 01852 PUBLIC CHARI DIVERSE TEACHER LEADERS PROGRAM 65000 THE WISH PROJECT PO BOX 8693 LOWELL MA 01853 PUBLIC CHARI GENERAL OPERATING SUPPORT 25000 UNIVERSITY OF MASSACHUSETTS FOUNDAT 100 CARLSON AVE BLDG 12 NEWTON MA 02459 PUBLIC CHARI PILOT STUDENTS CAREER CONNECTED 75000 VETERANS LEGAL SERVICES PO BOX 8457 BOSTON MA 02114 PUBLIC CHARI CIVIL LEGAL AID FOR VETERANS FROM LO 20000 WOMEN'S MONEY MATTERS 6 LIBERTY SQUARE 2697 BOSTON MA 02109 PUBLIC CHARI FINANCIAL WELLNESS PROGRAM EXPANSION 20000 YWCA OF LOWELL - LOWELL ALLIANCE 97 CENTRAL ST STE 302 LOWELL MA 01852 PUBLIC CHARI SUPPORT FOR EMPOWER AND LOWELL DIAPE 20000 1300865 BOYS GIRLS CLUB OF GREATER LOWELL 657 MIDDLESEX STREET LOWELL MA 01851 PUBLIC CHARI BELIEVE & BECOME CAPITAL CAMPAIGN 8427 GIRLS INCORPORATED OF GREATER LOWEL 220 WORTHEN STREET LOWELL MA 01852 PUBLIC CHARI CONNECT: STRONGER TOGETHER 234690 GREATER LOWELL COMMUNITY FOUNDATION 100 MERRIMACK ST ST 202 LOWELL MA 01852 PUBLIC CHARI NEWELL FLATHER LEGACY FUND 6321 LOWELL PARKS CONSERVATION TRUST PO BOX 7162 LOWELL MA 01852 PUBLIC CHARI 20-ACRE PAWTUCKET FARM WILDLIFE SANC 474483 723921 14 658288 18 270857 DEFERRED FEDERAL TAXES MISCELLANEOUS INCOME 1 929145 929145 false false false false false false false false false false ACCOUNTING FEES 11600 7540 8173 FIXED INCOME SECURITIES 4990052 4990052 EQUITY SECURITIES 26570330 26570330 OTHER INVESTMENTS IN LP FMV ACCRUED INTEREST ON INVESTMENTS 31705 58583 58583 PREPAID FEDERAL EXCISE TAX 20431 19441 19441 CIT CREDIT RECEIVABLE 50000 125000 125000 PREPAID EXPENSES 2063 2063 PRIOR PERIOD ADJUSTMENT - GRANTS PAYABLE 150000 EXPENSES MISCELLANEOUS FILING FEES 274 255 OPERATIONS EXPENSE 1277 420 75TH ANNIVERSARY EVENT MEETINGS AND CONFERENCES 1290 452 597 MASS CIT CREDIT REVENUE 75000 UNREALIZED GAINS ON INVESTMENTS 4330603 PRIOR PERIOD ADJUSTMENT - GRANTS PAYABLE NPV 14748 DEFERRED EXCISE TAX LIABILITY 65830 116322 ACCRUED FEDERAL EXCISE TAX GRANT MAKING EXPENSE 138200 135919 INVESTMENT ADVISORY FEES 107571 107571 ADVISORY COMMITTEE FEES 6000 6000 OUTSIDE CONTRACT SERVICES 150 861 CONTRACT SERVICES - OTHER BANK FEES 15 6 9 INSURANCE 596 FEDERAL EXCISE TAX 10990 DEFERRED FEDERAL EXCISE TAX EXPE 50492 FOREIGN TAXES 186 186