GREATER LOWELL COMMUNITY FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GREATER LOWELL COMMUNITY FOUNDATION INC (EIN 04-3401997)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-08
- IRS object ID
- 202511289349301131
- Schema version
- 2024v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-08T09:10:21-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-04-29 | 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 | JAYNE A ANDREWS | PreparerPersonNm |
| PTIN | P00514653 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2025-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHESTER SZABLAK | 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 | $18,365,478 | 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 | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $6,542,371 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,656,283 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,982,949 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,938,341 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$15,309 | PYOtherRevenueAmt |
| CY Other Revenue | -$5,606 | CYOtherRevenueAmt |
| PY Total Revenue | $8,510,011 | PYTotalRevenueAmt |
| CY Total Revenue | $7,589,018 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,924,269 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,781,246 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,069,039 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,117,927 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $356,472 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,206,800 | PYOtherExpensesAmt |
| CY Other Expenses | $1,575,046 | CYOtherExpensesAmt |
| PY Total Expenses | $7,200,108 | PYTotalExpensesAmt |
| CY Total Expenses | $6,474,219 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,309,903 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,114,799 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $61,872,454 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,957,157 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,087,351 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,305,792 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $50,785,103 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $57,651,365 | 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 | $5,796,804 | ExpenseAmt |
| Grant | $3,781,246 | 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 | $5,796,804 | 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 | false | 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 | 67 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 13 | 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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 (26 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 | |||||||
| PRESIDENT/CE | 40.00 | Yes (X) | $191,603 | $0 | $7,803 | ||
| HOWARD AMIDON | |||||||
| VP OF PHILAN | 40.00 | $123,300 | $0 | $26,517 | Yes (X) | ||
| JENNIFER ARADHYA | |||||||
| VP FOR MARKE | 40.00 | $141,247 | $0 | $9,372 | Yes (X) | ||
| JANINNE NOCCO | |||||||
| CONTROLLER | 40.00 | $107,482 | $0 | $16,187 | Yes (X) | ||
| CHESTER SZABLAK | |||||||
| BOARD CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KAREN FREDERICK | |||||||
| VICE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHAEL R KING | |||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHARLES H COMTOIS CPA | |||||||
| ASSISTANT TR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DOROTHY CHEN-COURTIN PHD | |||||||
| CLERK | 5.00 | Yes (X) | $0 | $0 | $0 | 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 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) | ||
| STEPANIE CRONIN | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| DAVID DALEY | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| DANIEL DONAHUE | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| ERIC P HEALY | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| ANDREW MACY | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| PATTU MASON | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| GLEN MELLO | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| DIANA NGUYEN | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| SHIELA OCH | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| JUANCARLOS RIVERA | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| BRIAN J STAFFORD | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| JAY STEPHENS | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $563,632 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $59,879 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MOORS CABOT | |||||
| 1 FEDERAL STREET | BOSTON | MA | 02110 | INVESTMENT MGMT | $175,820 |
| ENTERPRISE BANK | |||||
| 222 MERRIMACK ST FLOOR 2 | LOWELL | MA | 01852 | INVESTMENT MGMT | $133,827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $5,806 | FundraisingAmt |
| Government Grants | $1,338,315 | GovernmentGrantsAmt |
| All Other Contributions | $3,312,162 | AllOtherContributionsAmt |
| Noncash Contributions | $3,470 | NoncashContributionsAmt |
| Total Contributions | $4,656,283 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,181,072 | TotalRevenueColumnAmt |
| Exclusion | $1,181,072 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,516,929 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,759,660 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,757,269 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,757,269 | TotalRevenueColumnAmt |
| Exclusion | $1,757,269 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $11,194 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $5,806 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $16,800 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,606 | TotalRevenueColumnAmt |
| Exclusion | -$5,606 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,589,018 | TotalRevenueColumnAmt |
| Exclusion | $2,932,735 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,322,581 | TotalAmt |
| Program Services | $3,322,581 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,665 | TotalAmt |
| Program Services | $458,665 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,273 | TotalAmt |
| Program Services | $79,709 | ProgramServicesAmt |
| Management And General | $19,927 | ManagementAndGeneralAmt |
| Fundraising | $99,637 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $712,572 | TotalAmt |
| Program Services | $428,529 | ProgramServicesAmt |
| Management And General | $148,400 | ManagementAndGeneralAmt |
| Fundraising | $135,643 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,383 | TotalAmt |
| Program Services | $8,344 | ProgramServicesAmt |
| Management And General | $2,946 | ManagementAndGeneralAmt |
| Fundraising | $2,093 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,175 | TotalAmt |
| Program Services | $68,053 | ProgramServicesAmt |
| Management And General | $22,644 | ManagementAndGeneralAmt |
| Fundraising | $30,478 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,524 | TotalAmt |
| Program Services | $39,961 | ProgramServicesAmt |
| Management And General | $13,255 | ManagementAndGeneralAmt |
| Fundraising | $18,308 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,234 | TotalAmt |
| Management And General | $45,234 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,237 | TotalAmt |
| Program Services | $281,237 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,185 | TotalAmt |
| Program Services | $402,951 | ProgramServicesAmt |
| Management And General | $20,184 | ManagementAndGeneralAmt |
| Fundraising | $1,050 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,234 | TotalAmt |
| Program Services | $6,511 | ProgramServicesAmt |
| Management And General | $723 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,317 | TotalAmt |
| Program Services | $107,720 | ProgramServicesAmt |
| Management And General | $9,761 | ManagementAndGeneralAmt |
| Fundraising | $20,836 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,259 | TotalAmt |
| Program Services | $6,497 | ProgramServicesAmt |
| Management And General | $2,084 | ManagementAndGeneralAmt |
| Fundraising | $3,678 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,661 | TotalAmt |
| Program Services | $34,270 | ProgramServicesAmt |
| Management And General | $10,992 | ManagementAndGeneralAmt |
| Fundraising | $19,399 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,177 | TotalAmt |
| Program Services | $11,158 | ProgramServicesAmt |
| Fundraising | $3,019 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,291 | TotalAmt |
| Program Services | $158,442 | ProgramServicesAmt |
| Management And General | $18,849 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,272 | TotalAmt |
| Program Services | $1,363 | ProgramServicesAmt |
| Management And General | $227 | ManagementAndGeneralAmt |
| Fundraising | $682 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,176 | TotalAmt |
| Program Services | $5,314 | ProgramServicesAmt |
| Management And General | $409 | ManagementAndGeneralAmt |
| Fundraising | $2,453 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FISCAL SPONSORSHIP | $327,730 | $327,730 | ||
| EVENT SPONSORSHIP EXPENSE | $47,476 | $42,728 | $4,748 | |
| TICKET EVENTS | $18,412 | $18,412 | ||
| PROFESSIONAL DEVELOPMENT | $5,601 | $5,041 | $560 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $784 | TotalAmt |
| Fundraising | $784 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,474,219 | TotalAmt |
| Program Services | $5,796,804 | ProgramServicesAmt |
| Management And General | $320,943 | ManagementAndGeneralAmt |
| Fundraising | $356,472 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $410,232 | BOYAmt |
| EOY | $58,843 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,563,606 | BOYAmt |
| EOY | $1,933,419 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,847 | BOYAmt |
| EOY | $214,833 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,131 | BOYAmt |
| EOY | $197,276 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,030 | BOYAmt |
| EOY | $15,297 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $63,736 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $59,133 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,072 | BOYAmt |
| EOY | $4,603 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,258,850 | BOYAmt |
| EOY | $67,437,772 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,686 | BOYAmt |
| EOY | $95,114 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,872,454 | BOYAmt |
| EOY | $69,957,157 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,574 | BOYAmt |
| EOY | $179,951 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $8,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,735,777 | BOYAmt |
| EOY | $12,117,841 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,087,351 | BOYAmt |
| EOY | $12,305,792 | 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 | $44,685,996 | BOYAmt |
| EOY | $50,295,964 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,099,107 | BOYAmt |
| EOY | $7,355,401 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,785,103 | BOYAmt |
| EOY | $57,651,365 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,872,454 | BOYAmt |
| EOY | $69,957,157 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,114,799 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,713,683 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $37,780 | 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 | false | FederalGrantAuditRequiredInd |
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 | $4,427,623 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,565,166 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,592,799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,542,371 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,656,283 | CurrentTaxYearAmt |
| Total | $24,784,242 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,427,623 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,565,166 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,592,799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,542,371 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,656,283 | CurrentTaxYearAmt |
| Total | $24,784,242 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,420,595 | SubstantialContributorsTotAmt |
| Public Support Total170 | $22,363,647 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $745,282 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $750,255 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $787,127 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,003,986 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,181,072 | CurrentTaxYearAmt |
| Total | $4,467,722 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,251,964 | TotalSupportAmt |
| Public Support CY170 | 0.76450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74400 | 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 | $1,302,803 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,082,927 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $16,487,571 | 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 | $43,853,359 | BeginningYearBalanceAmt |
| Contributions | $1,607,970 | ContributionsAmt |
| Investment Earnings Or Losses | $7,462,872 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,033,028 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$152,820 | OtherExpendituresAmt |
| End Year Balance | $50,043,993 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.86130 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.03690 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10180 | 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 | $59,133 | DepreciationAmt |
| Book Value | $4,603 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,603 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY ENDOWMENT | $11,077,908 |
| REFUNDABLE ADVANCE | $581,873 |
| FISCAL AGENCY FUNDS | $360,040 |
| LIABILITIES UNDER OPERATING LEASE | $98,020 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,117,841 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,930,999 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,713,683 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $16,800 | OtherRevenueAmt |
| Revenue Not Reported | $5,730,483 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,200,516 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $281,237 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $107,265 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $388,502 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,589,018 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,064,737 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $16,800 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $16,800 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,047,937 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $281,237 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $145,045 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $426,282 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,474,219 | 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 2021. 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 16,800 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | CONTRIBUTIONS TO AGENCY ENDOWMENT FUNDS 107,265 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | FUNDRAISING EXPENSES 16,800 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | GRANTS FROM AGENCY ENDOWMENT FUNDS 145,045 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CELEBRATE GIVIN | Event1Nm |
| Gross Receipts Event1 | $17,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $5,806 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $11,194 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $3,700 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $7,494 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,606 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $17,000 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $5,806 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $11,194 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $3,700 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,494 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,606 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $16,800 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$5,606 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (89 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AARON'S PRESENTS | ||||||||
| 180 MAIN ST | ANDOVER | MA | 01810 | 464010444 | 501(C) | $7,730 | FOOD SECURITY | |
| ACRE FAMILY CHILD CARE | ||||||||
| 327 GORHAM ST | LOWELL | MA | 01852 | 043036200 | 501(C) | $6,721 | 2024 SPENDING POLICY | |
| ADAPTX INC | ||||||||
| 417 BOLTON RD | LANCASTER | MA | 01523 | 920688377 | 501(C) | $10,000 | FOR 5K RACE SPONSORS | |
| ADOLESCENT CONSULTATION SERVICES | ||||||||
| 189 CAMBRIDGE ST | CAMBRIDGE | MA | 021411715 | 043263996 | 501(C) | $10,000 | DIRECT MENTAL HEALTH | |
| AFRICAN CULTURAL ASSOCIATION INC | ||||||||
| PO BOX 264 | LOWELL | MA | 01852 | 472360996 | 501(C) | $10,000 | TO AID WITH PROGRAMM | |
| ALTERNATIVE HOUSE INC | ||||||||
| PO BOX 2100 | LOWELL | MA | 01851 | 042661054 | 501(C) | $10,000 | YOUTH/TEEN EXPANSION | |
| ANDOVER ISLAMIC CENTER | ||||||||
| 204 ANDOVER ST STE 201 | ANDOVER | MA | 01810 | 833517294 | 501(C) | $10,000 | HOUSEHOLD CLEANING | |
| BOSTON PORTUGUESE FESTIVAL INC | ||||||||
| 493 SOMERVILLE AVE | SOMERVILLE | MA | 02143 | 352655523 | 501(C) | $25,000 | UNRESTRICTED | |
| BOYS & GIRLS CLUB OF GREATER LOWELL | ||||||||
| 657 MIDDLESEX ST | LOWELL | MA | 018511410 | 042104396 | 501(C) | $89,684 | CDBG | |
| CAMBODIAN MUTUAL ASSISTANCE | ||||||||
| 465 SCHOOL ST | LOWELL | MA | 01851 | 222553560 | 501(C) | $33,000 | COMMUNITY COLLABORAT | ASSOCIATION OF GREATER LOWELL INC |
| CATHOLIC SCHOOLS FOUNDATION INC | ||||||||
| INNER-CITY SCHOLARSHIP FUND | BOSTON | MA | 02110 | 222485502 | 501(C) | $25,000 | FOR USE IN THE LOWEL | |
| CATIE'S CLOSET INC | ||||||||
| 28 LOON HILL ROAD | DRACUT | MA | 01826 | 272531953 | 501(C) | $97,483 | CATIE'S CLOSET MEETI | |
| CHALLENGE UNLIMITED INC | ||||||||
| 450 LOWELL ST | ANDOVER | MA | 018105305 | 222478997 | 501(C) | $10,353 | 2023 DISTRIBUTION | |
| CLEAR PATH FOR VETERANS NEW ENGLAND | ||||||||
| 27 JACKSON RD STE 200 | DEVENS | MA | 01434 | 820681735 | 501(C) | $20,000 | INTEGRATIVE WRAP-ARO | |
| COALITION FOR A BETTER ACRE INC | ||||||||
| 517 MOODY ST FL 3 | LOWELL | MA | 01854 | 042760272 | 501(C) | $58,921 | CDBG | |
| COMMUNITY MUSIC CENTER OF BOSTON | ||||||||
| 34 WARREN AVE | BOSTON | MA | 02116 | 042437973 | 501(C) | $5,990 | THIS CONTRIBUTION IS | |
| COMMUNITY TEAMWORK INC (CTI) | ||||||||
| 155 MERRIMACK ST 2ND FL | LOWELL | MA | 018521803 | 042382027 | 501(C) | $96,472 | CDBG | |
| CULTURAL ORGANIZATION OF LOWELL (CO | ||||||||
| MILL NO 5 | LOWELL | MA | 01852 | 043579969 | 501(C) | $10,193 | UNRESTRICTED | |
| DIGNITY MATTERS INC | ||||||||
| PO BOX 1262 | WESTBOROUGH | MA | 01581 | 814572839 | 501(C) | $20,000 | DIGNITY FOR WOMEN IN | |
| DREW FARMHOUSE PROJECT INC | ||||||||
| PO BOX 391 | WESTFORD | MA | 01886 | 932701151 | 501(C) | $10,000 | TO BRING HOUSING OPP | |
| DWELLING HOUSE OF HOPE | ||||||||
| 125 MOUNT HOPE ST | LOWELL | MA | 01854 | 352374752 | 501(C) | $87,102 | FOR A NEW FREEZER | |
| D'YOUVILLE LIFE & WELLNESS | ||||||||
| 981 VARNUM AVE | LOWELL | MA | 01854 | 912055004 | 501(C) | $40,297 | UNRESTRICTED | COMMUNITY FOUNDATION INC |
| ELLIE FUND | ||||||||
| 200 RESERVOIR ST STE 300 | NEEDHAM HEIGHTS | MA | 02494 | 043280390 | 501(C) | $31,000 | EQUITABLE PATHWAYS T | |
| FRIENDS OF LOWELL HIGH SCHOOL INC | ||||||||
| PO BOX 1264 | LOWELL | MA | 01853 | 042670250 | 501(C) | $6,880 | 2024 DISTRIBUTION | |
| FRIENDS OF THE LOWELL COUNCIL ON AG | ||||||||
| 276 BROADWAY ST | LOWELL | MA | 018544121 | 043460329 | 501(C) | $7,000 | IS TO SUPPORT PROGRA | |
| GAINING GROUND INC | ||||||||
| PO BOX 374 | CONCORD | MA | 01742 | 043083976 | 501(C) | $71,000 | CDBG MAY 2024 | |
| GIRLS INCORPORATED OF GREATER LOWEL | ||||||||
| 220 WORTHEN ST | LOWELL | MA | 018521823 | 042104401 | 501(C) | $25,923 | FUEL HER FIRE / CELE | |
| GOOD PICKIN' FARM | ||||||||
| 6 GOULD RD | WESTFORD | MA | 01886 | 222505549 | 501(C) | $7,000 | SENIOR SUMMER CAMP D | |
| GREATER LOWELL TECHNICAL HIGH SCHOO | ||||||||
| 250 PAWTUCKET BLVD | TYNGSBORO | MA | 018792214 | 202144356 | GOV | $6,000 | TO PROVIDE ANNUAL SU | |
| HABITAT FOR HUMANITY NORTH | ||||||||
| 3 PARK ST STE 203 | ACTON | MA | 017205700 | 042999854 | 501(C) | $28,000 | A PERSON CENTRIC APP | CENTRAL MASSACHUSETTS INC |
| HABITAT FOR HUMANITY OF GREATER LOW | ||||||||
| 68 TADMUCK RD STE 1 | WESTFORD | MA | 018863136 | 043123186 | 501(C) | $12,000 | FOR 17TH ANNUAL DREA | |
| HORIZONS FOR HOMELESS CHILDREN INC | ||||||||
| 1705 COLUMBUS AVE | ROXBURY | MA | 02119 | 222915188 | 501(C) | $5,350 | UNRESTRICTED | |
| IMMACULATE CONCEPTION CHURCH | ||||||||
| 144 E MERRIMACK ST | LOWELL | MA | 018521207 | $18,062 | FOR FACILITY PRESENT | |||
| INTERNATIONAL INSTITUTE OF NEW ENGL | ||||||||
| 2 BOYLSTON ST FL 3 | BOSTON | MA | 02116 | 042104325 | 501(C) | $84,157 | SUPPORT AND STABILIT | |
| KIDS IN TECH INC | ||||||||
| PO BOX 9057 | LOWELL | MA | 01854 | 813311916 | 501(C) | $15,000 | AFTER-SCHOOL TECH CL | |
| LAWRENCE ACADEMY | ||||||||
| 26 POWDERHOUSE RD | GROTON | MA | 01450 | 042105775 | 501(C) | $10,000 | FOR ANNUAL FUND | |
| LIFE CONNECTION CENTER INC | ||||||||
| 192 APPLETON ST | LOWELL | MA | 01852 | 471339554 | 501(C) | $34,204 | CDBG | |
| LOWELL ART ASSOCIATION INC | ||||||||
| 243 WORTHEN ST | LOWELL | MA | 018521874 | 042428837 | 501(C) | $64,279 | UNRESTRICTED | DBA WHISTLER HOUSE MUSEUM OF ART |
| LOWELL CATHOLIC HIGH SCHOOL | ||||||||
| 530 STEVENS ST | LOWELL | MA | 018514029 | 042563657 | 501(C) | $80,846 | TO ASSIST CROSS COUN | |
| LOWELL COMMUNITY HEALTH CENTER (LCH | ||||||||
| 161 JACKSON ST | LOWELL | MA | 01852 | 042881348 | 501(C) | $85,420 | UNRESTRICTED | |
| LOWELL FESTIVAL FOUNDATION | ||||||||
| PO BOX 217 | LOWELL | MA | 018530217 | 042578293 | 501(C) | $35,500 | FOR BOARDINGHOUSE PA | |
| LOWELL HIGH SCHOOL | ||||||||
| 50 FR MORISSETTE BLVD | LOWELL | MA | 018521037 | 046001396 | GOV | $9,691 | FOR DISTINGUISHED AL | |
| LOWELL HISTORICAL SOCIETY | ||||||||
| PO BOX 1826 | LOWELL | MA | 018531826 | 046069161 | 501(C) | $8,000 | ANNUAL GRANT | |
| LOWELL KINETIC SCULPTURE RACE FISCA | ||||||||
| 130 JOHN ST UNIT 349 | LOWELL | MA | 01852 | 043401997 | 501(C) | $11,500 | KINETIC SCULPTURE RA | |
| LOWELL MIDDLESEX ACADEMY CHARTER SC | ||||||||
| 67 MIDDLE ST 2ND FL | LOWELL | MA | 01852 | 043245030 | 501(C) | $10,000 | FOR CAFE | |
| LOWELL PARKS & CONSERVATION TRUST | ||||||||
| PO BOX 7162 | LOWELL | MA | 01852 | 223070912 | 501(C) | $49,615 | 2023 DISTRIBUTION | |
| LOWELL PLAN INC | ||||||||
| WANNALANCIT MILLS | LOWELL | MA | 018543636 | 042693109 | 501(C) | $16,500 | BOARD DIVERSITY INIT | |
| LOWELL TRANSITIONAL LIVING CENTER | ||||||||
| 205-209 MIDDLESEX ST | LOWELL | MA | 018522112 | 042933012 | 501(C) | $92,750 | TO SUPPORT OUR ANNUA | |
| LOWELL YOUTH LEADERSHIP PROGRAM INC | ||||||||
| 2 BELMONT ST | LOWELL | MA | 01851 | 873289772 | 501(C) | $10,000 | LOWELL YOUTH LEADERS | |
| MASSACHUSETTS ALLIANCE OF PORTUGUES | ||||||||
| 1046 CAMBRIDGE ST | CAMBRIDGE | MA | 021391407 | 042596270 | 501(C) | $12,000 | UNRESTRICTED | SPEAKERS (MAPS) |
| MASSACHUSETTS DOWN SYNDROME | ||||||||
| 20 BURLINGTON MALL RD STE 261 | BURLINGTON | MA | 01803 | 222596246 | 501(C) | $9,252 | UNRESTRICTED | CONGRESS (MDSC) |
| MEGAN HOUSE FOUNDATION INC | ||||||||
| 2100 LAKEVIEW AVE STE 9 | DRACUT | MA | 01826 | 473503719 | 501(C) | $6,500 | UNRESTRICTED GRANT I | |
| MERRIMACK REPERTORY THEATRE INC ( | ||||||||
| 132 WARREN ST | LOWELL | MA | 018522208 | 042664784 | 501(C) | $161,978 | TO SUPPORT STUDENT M | |
| MERRIMACK VALLEY FOOD BANK INC | ||||||||
| PO BOX 2041 | LOWELL | MA | 01851 | 223241609 | 501(C) | $76,353 | CDBG | |
| MERRIMACK VALLEY HOUSING PARTNERSHI | ||||||||
| PO BOX 1042 | LOWELL | MA | 018531042 | 042950316 | 501(C) | $38,442 | EXPANDING AFFORDABLE | |
| MILL CITY GROWS | ||||||||
| 650 SUFFOLK ST STE G10 | LOWELL | MA | 01854 | 472096070 | 501(C) | $47,068 | UNRESTRICTED | |
| NASHUA RIVER WATERSHED ASSOCIATION | ||||||||
| 592 MAIN ST | GROTON | MA | 01450 | 237055674 | 501(C) | $7,500 | CITIZEN-SUPPORTED WA | |
| NEW ENGLAND FORESTRY FOUNDATION IN | ||||||||
| PO BOX 1346 | LITTLETON | MA | 014604346 | 042024022 | 501(C) | $11,750 | UNRESTRICTED | |
| NEW ENGLAND PATRIOTS CHARITABLE FOU | ||||||||
| ONE PATRIOT PL | FOXBORO | MA | 02035 | 043244069 | 501(C) | $10,000 | UNRESTRICTED | |
| NEW ENGLAND QUILT MUSEUM | ||||||||
| 18 SHATTUCK ST | LOWELL | MA | 018521820 | 042971424 | 501(C) | $69,195 | UNRESTRICTED | |
| NORTH STAR FAMILY SERVICES INC | ||||||||
| 758 MAIN ST | LEOMINSTER | MA | 01453 | 030387748 | 501(C) | $15,000 | NORTH STAR FAMILY SE | |
| NORTHERN MIDDLESEX COUNCIL OF | ||||||||
| 672 SUFFOLK ST STE 100 | LOWELL | MA | 01854 | 046150451 | 501(C) | $15,000 | AT HOME IN GREATER L | GOVERNMENTS (NMCOG) |
| OARS INC | ||||||||
| 23 BRADFORD ST STE 6 | CONCORD | MA | 017422971 | 042963426 | 501(C) | $8,500 | TRACKING DOWN POLLUT | |
| OBLATE MISSION GUILD | ||||||||
| 391 MICHIGAN AVE NE | WASHINGTON | DC | 20017 | 046050095 | 501(C) | $5,959 | FOR GIFTS TO ECONOMI | |
| ONE CAN HELP INC | ||||||||
| PO BOX 55 | WABAN | MA | 02468 | 204281579 | 501(C) | $15,000 | PROVIDING MISSING AN | |
| OPEN PANTRY OF GREATER LOWELL | ||||||||
| 13 HURD ST | LOWELL | MA | 018522201 | 222474729 | 501(C) | $9,000 | UNRESTRICTED | |
| OPEN TABLE INC | ||||||||
| PO BOX 42 | CONCORD | MA | 01742 | 043048933 | 501(C) | $73,106 | CDBG | |
| PROJECT CITIZENSHIP | ||||||||
| 11 BEACON STREET | BOSTON | MA | 02108 | 371769643 | 501(C) | $15,000 | CITIZENSHIP FOR AN E | |
| PROJECT ELLIE | ||||||||
| 115 W 3RD ST | BOSTON | MA | 02127 | 812218140 | 501(C) | $10,000 | TO SUPPORT PROJECT E | |
| PROJECT KOMPASS INC | ||||||||
| 83 MIDDLESEX STREET | NORTH CHELMSFORD | MA | 01863 | 844402345 | 501(C) | $19,500 | FOR BABY SUPPLIES (D | |
| RAISING A READER (RAR-MA INC) | ||||||||
| 53 STATE ST STE 500 | BOSTON | MA | 021093111 | 800297898 | 501(C) | $7,500 | RAR-MA LOWELL: EARLY | |
| RECREATIONAL ADULT RESOURCE ASSOCIA | ||||||||
| 295 HIGH ST | LOWELL | MA | 018522352 | 237102772 | 501(C) | $16,361 | UNRESTRICTED | GREATER LOWELL INC |
| SAINT ANTHONY PARISH | ||||||||
| 893 CENTRAL ST | LOWELL | MA | 01852 | 042106247 | $20,000 | FOR THE CHURCH HALL | ||
| ST VINCENT DE PAUL SOCIETY | ||||||||
| 18 CANTON ST | STOUGHTON | MA | 02072 | 135562362 | 501(C) | $12,922 | UNRESTRICTED | |
| STONE SOUP KITCHEN MINISTRIES | ||||||||
| 41 LITTLETON RD | AYER | MA | 01432 | 872405716 | 501(C) | $6,000 | FOR FOOD INSECURITY/ | |
| THE CATHOLICTV NETWORK | ||||||||
| PO BOX 9196 | WATERTOWN | MA | 02471 | 042395520 | 501(C) | $10,000 | UNRESTRICTED | |
| THE CENTER FOR HOPE AND HEALING IN | ||||||||
| 15 HURD STREET | LOWELL | MA | 01852 | 042732721 | 501(C) | $15,000 | GET TOGETHER: SURVIV | |
| THRIVE COMMUNITIES OF MASSACHUSETTS | ||||||||
| PO BOX 855 | LOWELL | MA | 01853 | 042382027 | 501(C) | $15,000 | GREATER LOWELL CIRCL | |
| TOWN OF CHELMSFORD | ||||||||
| 50 BILLERICA RD | CHELMSFORD | MA | 018243162 | 046001112 | GOV | $8,879 | FOR DIVERSITY, EQUIT | |
| TROUT UNLIMITED | ||||||||
| 1777 NORTH KENT ST STE 100 | ARLINGTON | VA | 22209 | 381612715 | 501(C) | $9,039 | UNRESTRICTED | |
| UMASS LOWELL | ||||||||
| ONE PERKINS ST | LOWELL | MA | 01854 | 043167352 | GOV | $178,000 | FOR THE CONCERT | |
| UNITED WAY OF MA BAY & MERRIMACK VA | ||||||||
| PO BOX 520 | BEVERLY | MA | 019150420 | 042382233 | 501(C) | $65,788 | RECEIVE EARNINGS FOR | |
| UNIVERSITY OF MASSACHUSETTS LOWELL | ||||||||
| 1 PERKINS ST | LOWELL | MA | 01854 | 043167352 | GOV | $75,836 | TO BENEFIT HE MARY J | |
| UTEC INC | ||||||||
| PO BOX 7066 | LOWELL | MA | 018522207 | 383669532 | 501(C) | $56,751 | UNRESTRICTED | |
| VIRGINIA THURSTON HEALING GARDEN I | ||||||||
| 145 BOLTON ROAD | HARVARD | MA | 01451 | 043522717 | 501(C) | $20,000 | EMPOWERING RESILIENC | |
| WESTFORD ACADEMY | ||||||||
| 30 PATTEN RD | WESTFORD | MA | 018862943 | 854121818 | GOV | $5,770 | WA STUDENT HISTORICA | |
| WOMEN'S MONEY MATTERS | ||||||||
| 6 LIBERTY SQ STE 2697 | BOSTON | MA | 02109 | 900688545 | 501(C) | $11,685 | FOR LIFE LAUNCH FINA | |
| YWCA CENTRAL MASSACHUSETTS INC | ||||||||
| ONE SALEM SQ | WORCESTER | MA | 01608 | 042105873 | 501(C) | $6,000 | DONATION FOR GIRLS | |
| YWCA OF LOWELL | ||||||||
| 97 CENTRAL ST STE 302 | LOWELL | MA | 018521931 | 042105876 | 501(C) | $55,000 | CDBG MAY 2024 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 78 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR TUITION | GrantTypeTxt |
| Recipient | 225 | RecipientCnt |
| Cash Grant | $458,665 | CashGrantAmt |
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) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| JAMES F LINNEHAN | |||
| PRESIDENT/CEO | $191,603 | $7,803 | $199,406 |
| JENNIFER ARADHYA | |||
| VP FOR MARKETING | $141,247 | $9,372 | $150,619 |
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 145,045 GIFTS TO AGENCY ENDOWMENT -107,265 TOTAL 37,780 |
Comments