GREATER LOWELL COMMUNITY FOUNDATION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
GREATER LOWELL COMMUNITY FOUNDATION INC (EIN 04-3401997)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-11
IRS object ID
202311319349302106
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2023-05-11T10:10:53-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042917204PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANSTISS & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16 OMNI WAY STE 201AddressLine1Txt
CityCHELMSFORDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP018244187ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043401997EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREATER LOWELL COMMUNITY FOUNDATIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGREABusinessNameControlTxt
Phone9789701600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 MERRIMACK STREETAddressLine1Txt
CityLOWELLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01852ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHESTER SZABLAKPersonNm
Person TitleBOARD CHAIRPersonTitleTxt
Phone9789701600PhoneNum
Signature2023-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHESTERPersonFirstNm
Person LastSZABLAKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAYNE A ANDREWSPreparerPersonNm
PTINP00514653PTIN
Phone9784522500PhoneNum
Preparation2023-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES F LINNEHAN JR ESQPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 MERRIMACK STREETAddressLine1Txt
CityLOWELLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01852ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$19,175,329GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.GLCFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1997FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHE 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 Body23VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Volunteers112TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$6,565,166PYContributionsGrantsAmt
CY Contributions Grants$7,964,468CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,918,652PYInvestmentIncomeAmt
CY Investment Income$1,462,078CYInvestmentIncomeAmt
PY Other Revenue-$10,451PYOtherRevenueAmt
CY Other Revenue-$15,309CYOtherRevenueAmt
PY Total Revenue$8,473,367PYTotalRevenueAmt
CY Total Revenue$9,411,237CYTotalRevenueAmt
PY Grants And Similar Paid$3,918,094PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,483,958CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$719,442PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$776,867CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$259,853CYTotalFundraisingExpenseAmt
PY Other Expenses$1,565,318PYOtherExpensesAmt
CY Other Expenses$1,389,910CYOtherExpensesAmt
PY Total Expenses$6,202,854PYTotalExpensesAmt
CY Total Expenses$5,650,735CYTotalExpensesAmt
PY Revenues Less Expenses$2,270,513PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,760,502CYRevenuesLessExpensesAmt
Total Assets BOY$59,223,650TotalAssetsBOYAmt
Total Assets EOY$53,462,931TotalAssetsEOYAmt
Total Liabilities BOY$10,057,471TotalLiabilitiesBOYAmt
Total Liabilities EOY$9,343,446TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$49,166,179NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$44,119,485NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$5,145,027ExpenseAmt
Grant$3,483,958GrantAmt
DescDISTRIBUTING 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$5,145,027TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document69IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee7EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members23GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9789701600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 MERRIMACK STREETAddressLine1Txt
CityLOWELLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01852ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
JAMES F LINNEHAN JR ESQ
PRESIDENT &40.00Yes (X)$163,488$0$8,692
JENNIFER ARADHYA
VP OF MARKET40.00$130,403$0$16,854Yes (X)
HOWARD H AMIDON
VP FOR PHILA40.00$112,678$0$28,514Yes (X)
ATTY ANDREA S BATCHELDER
DIRECTOR5.00$0$0$0Yes (X)
SUSANNE BEATON
DIRECTOR5.00$0$0$0Yes (X)
BRIAN J STAFFORD CPA
DIRECTOR5.00$0$0$0Yes (X)
CHARLES H COMTOIS CPA
ASSISTANT TR5.00Yes (X)$0$0$0Yes (X)
JAY STEPHENS CPA
DIRECTOR5.00$0$0$0Yes (X)
BRIAN L CHAPMAN
DIRECTOR5.00$0$0$0Yes (X)
JOHN P CHEMALY
DIRECTOR5.00$0$0$0Yes (X)
YUN-JU CHOI
DIRECTOR5.00$0$0$0Yes (X)
STEPHANIE CRONIN
DIRECTOR5.00$0$0$0Yes (X)
DANIEL J DONAHUE
DIRECTOR5.00$0$0$0Yes (X)
KAREN FREDERICK
VICE CHAIR5.00Yes (X)$0$0$0Yes (X)
ERIC P HEALY
DIRECTOR5.00$0$0$0Yes (X)
MICHAEL R KING
TREASURER5.00Yes (X)$0$0$0Yes (X)
ANDREW S MACEY
DIRECTOR5.00$0$0$0Yes (X)
PATTI MASON
DIRECTOR5.00$0$0$0Yes (X)
GLENN MELLO
DIRECTOR5.00$0$0$0Yes (X)
DIANA NGUYEN
DIRECTOR5.00$0$0$0Yes (X)
SHEILA OCH
DIRECTOR5.00$0$0$0Yes (X)
DOROTHY CHEN-COURTIN PHD
CLERK5.00Yes (X)$0$0$0Yes (X)
JUANCARLOS RIVERA
DIRECTOR5.00$0$0$0Yes (X)
RYAN SWARTZ
DIRECTOR5.00$0$0$0Yes (X)
CHESTER SZABLAK
BOARD CHAIR5.00Yes (X)$0$0$0Yes (X)
NIKI TSONGAS
DIRECTOR5.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$406,569TotalReportableCompFromOrgAmt
Total Other Compensation$54,060TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$1,818FundraisingAmt
Government Grants$1,270,726GovernmentGrantsAmt
All Other Contributions$6,691,924AllOtherContributionsAmt
Noncash Contributions$245,672NoncashContributionsAmt
Total Contributions$7,964,468TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$787,127TotalRevenueColumnAmt
Exclusion$787,127ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$10,423,734SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$9,748,783SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$674,951SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$674,951TotalRevenueColumnAmt
Exclusion$674,951ExclusionAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$1,818ContriRptFundraisingEventAmt
Fundraising Direct Expenses$15,309FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$15,309TotalRevenueColumnAmt
Exclusion-$15,309ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,411,237TotalRevenueColumnAmt
Exclusion$1,446,769ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,087,634TotalAmt
Program Services$3,087,634ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$396,324TotalAmt
Program Services$396,324ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$172,180TotalAmt
Program Services$68,493ProgramServicesAmt
Management And General$17,596ManagementAndGeneralAmt
Fundraising$86,091FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$465,177TotalAmt
Program Services$278,873ProgramServicesAmt
Management And General$97,918ManagementAndGeneralAmt
Fundraising$88,386FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$13,051TotalAmt
Program Services$7,309ProgramServicesAmt
Management And General$2,349ManagementAndGeneralAmt
Fundraising$3,393FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$68,452TotalAmt
Program Services$38,985ProgramServicesAmt
Management And General$12,798ManagementAndGeneralAmt
Fundraising$16,669FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$58,007TotalAmt
Program Services$31,766ProgramServicesAmt
Management And General$10,543ManagementAndGeneralAmt
Fundraising$15,698FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$750TotalAmt
Management And General$750ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$24,833TotalAmt
Management And General$24,833ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$250,849TotalAmt
Program Services$250,849ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$560,832TotalAmt
Program Services$535,523ProgramServicesAmt
Management And General$24,284ManagementAndGeneralAmt
Fundraising$1,025FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$26,316TotalAmt
Program Services$23,510ProgramServicesAmt
Management And General$2,806ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$28,384TotalAmt
Program Services$19,100ProgramServicesAmt
Management And General$1,469ManagementAndGeneralAmt
Fundraising$7,815FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$11,899TotalAmt
Program Services$6,306ProgramServicesAmt
Management And General$2,023ManagementAndGeneralAmt
Fundraising$3,570FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$53,786TotalAmt
Program Services$28,508ProgramServicesAmt
Management And General$9,143ManagementAndGeneralAmt
Fundraising$16,135FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$19,487TotalAmt
Program Services$16,468ProgramServicesAmt
Fundraising$3,019FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$226,843TotalAmt
Program Services$203,446ProgramServicesAmt
Management And General$23,397ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,070TotalAmt
Program Services$642ProgramServicesAmt
Management And General$107ManagementAndGeneralAmt
Fundraising$321FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,163TotalAmt
Program Services$3,356ProgramServicesAmt
Management And General$258ManagementAndGeneralAmt
Fundraising$1,549FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUE AND SUBSCRIPTIONS$75,623$68,061$7,562
EVENT SPONSORSHIP EXPENSE$46,722$42,050$4,672
PRINTING AND REPRODUCTION$23,561$22,333$1,228
ANNUAL REPORTS EXPENSE$12,121$12,121

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$21,671TotalAmt
Program Services$15,491ProgramServicesAmt
Management And General$2,119ManagementAndGeneralAmt
Fundraising$4,061FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,650,735TotalAmt
Program Services$5,145,027ProgramServicesAmt
Management And General$245,855ManagementAndGeneralAmt
Fundraising$259,853FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$840,057BOYAmt
EOY$756,919EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,861,585BOYAmt
EOY$1,908,257EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$14,916BOYAmt
EOY$301,680EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$175,139BOYAmt
EOY$243,514EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$12,966BOYAmt
EOY$11,529EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$59,803LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$56,595LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,278BOYAmt
EOY$3,208EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$56,109,894BOYAmt
EOY$50,072,405EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$204,815BOYAmt
EOY$165,419EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$59,223,650BOYAmt
EOY$53,462,931EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$74,082BOYAmt
EOY$170,103EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$108,030BOYAmt
EOY$47,565EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,875,359BOYAmt
EOY$9,125,778EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,057,471BOYAmt
EOY$9,343,446EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$42,763,336BOYAmt
EOY$38,635,811EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,402,843BOYAmt
EOY$5,483,674EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$49,166,179BOYAmt
EOY$44,119,485EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$59,223,650BOYAmt
EOY$53,462,931EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$3,760,502ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$8,172,960NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$634,236OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,162,012CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,993,922CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,427,623CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,565,166CurrentTaxYearMinus1YearAmt
Current Tax Year$4,592,799CurrentTaxYearAmt
Total$19,741,522TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,162,012CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,993,922CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,427,623CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,565,166CurrentTaxYearMinus1YearAmt
Current Tax Year$4,592,799CurrentTaxYearAmt
Total$19,741,522TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$187,356SubstantialContributorsTotAmt
Public Support Total170$19,554,166PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$725,994CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$732,010CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$745,282CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$750,255CurrentTaxYearMinus1YearAmt
Current Tax Year$787,127CurrentTaxYearAmt
Total$3,740,668TotalAmt
FieldValueIRS element (for citing)
Total Support$23,482,190TotalSupportAmt
Public Support CY1700.83270PublicSupportCY170Pct
Public Support PY1700.79780PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSUPPORTING SCHEDULEFormAndLineReferenceDesc
ExplanationTRANSFER FROM PRIVATE FNDN 3,371,669ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held22DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$3,886,368DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$649,784DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$11,628,436DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$45,255,200BeginningYearBalanceAmt
Contributions$1,560,830ContributionsAmt
Investment Earnings Or Losses-$6,427,891InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,971,449GrantsOrScholarshipsAmt
Other Expenditures$757,706OtherExpendituresAmt
End Year Balance$37,658,984EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$39,681,119BeginningYearBalanceAmt
Contributions$983,107ContributionsAmt
Investment Earnings Or Losses$6,635,661InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,698,218GrantsOrScholarshipsAmt
Other Expenditures$346,469OtherExpendituresAmt
End Year Balance$45,255,200EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$35,104,257BeginningYearBalanceAmt
Contributions$450,693ContributionsAmt
Investment Earnings Or Losses$6,226,180InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,428,614GrantsOrScholarshipsAmt
Other Expenditures$671,397OtherExpendituresAmt
End Year Balance$39,681,119EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,742,579BeginningYearBalanceAmt
Contributions$755,539ContributionsAmt
Investment Earnings Or Losses$6,764,942InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,365,679GrantsOrScholarshipsAmt
Other Expenditures$793,124OtherExpendituresAmt
End Year Balance$35,104,257EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$32,935,617BeginningYearBalanceAmt
Contributions$1,124,380ContributionsAmt
Investment Earnings Or Losses-$1,805,910InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,598,973GrantsOrScholarshipsAmt
Other Expenditures$912,535OtherExpendituresAmt
End Year Balance$29,742,579EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.85580BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.04870PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.09550TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$59,803OtherCostOrOtherBasisAmt
Depreciation$56,595DepreciationAmt
Book Value$3,208BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,208TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
AGENCY ENDOWMENT$8,332,668
REFUNDABLE ADVANCE$335,000
FISCAL AGENCY FUNDS$288,882
LIABILITIES UNDER OPERATING LEASE$167,331
SPLIT INTEREST AGREEMENTS$1,897
FieldValueIRS element (for citing)
Total Liability$9,125,778TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$274,156TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$8,172,960NetUnrealizedGainsInvstAmt
Other Revenue$15,309OtherRevenueAmt
Revenue Not Reported-$8,157,651RevenueNotReportedAmt
Revenue Subtotal$8,431,807RevenueSubtotalAmt
Investment Expenses Not Incld$250,849InvestmentExpensesNotIncldAmt
Other Revenues Not Included$728,581OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$979,430RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$9,411,237TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,320,850TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$15,309OtherExpensesIncludedAmt
Expenses Not Reported$15,309ExpensesNotReportedAmt
Expenses Subtotal$5,305,541ExpensesSubtotalAmt
Investment Expenses Not Incld2$250,849InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$94,345OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$345,194ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,650,735TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 3, PART XTHE FOUNDATION INCORPORATED UNDER CHAPTER 180 OF THE MASSACHUSETTS GENERAL LAWS AS A TAX-EXEMPT ENTIY, HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATIO 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 INOCME 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 2019. SUBSTANTIALLY ALL OF THE FOUNDATION'S INOCME, EXPENDITURES, AND ACTIVITIES RELATE TO ITS EXEMPT PURPOSE, THEREFORE, MANAGEMENT HAS DETERMINED THAT THE FOUNDATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAXES AND IWLL CONTINUE TO QUALIFY AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY.
SCHEDULE D, PAGE 4, PART XI, LINE 2DFUNDRAISING EXPENSES 15,309
SCHEDULE D, PAGE 4, PART XI, LINE 4BCONTRIBUTIONS TO AGENCY ENDOWMENT FUNDS 728,581
SCHEDULE D, PAGE 4, PART XII, LINE 2DFUNDRAISING EXPENSES 15,309
SCHEDULE D, PAGE 4, PART XII, LINE 4BGRANTS FROM AGENCY ENDOWMENT FUNDS 94,345

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (79 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
4-H CAMP MIDDLESEX
1031 ERICKSON ROADASHBYMA01431042392550501C3$10,000EDUCATION
AARON'S PRESENTS
180 MAIN STREETANDOVERMA01810464010444501C3$12,500GENERAL SUPPORT
ACRE FAMILY CHILD CARE
55 MIDDLE ST 5TH FL STE 500LOWELLMA01852043036200501C3$6,486GENERAL SUPPORT
ADOLESCENT CONSULTATION SERVICES I
189 CAMBRIDGE STREETCAMBRIDGEMA021411715043263996501C3$32,500GENERAL SUPPORT
ALTERNATIVE HOUSE INC
PO BOX 2100LOWELLMA01851042661054501C3$57,500GENERAL SUPPORT
AMERICAN LEGION POST 247
90 PAWTUCKET BLVDLOWELLMA01851042661054501C3$50,000HUMAN SERVICES
ANDOVER ISLAMIC CENTER
204 ANDOVER ST SUITE 201ANDOVERMA01810833517294501C3$11,000HUMAN SERVICE
ASIAN TASK FORCE AGAINST DOMESTIC V
PO BOX 120108BOSTONMA02112043103354501C3$15,000HUMAN SERVICES
BOWDOIN COLLEGE
5300 COLLEGE STREETBRUNSWICKME04011010215213501C3$6,000GENERAL SUPPORT
BOYS & GIRLS CLUB OF GREATER BILLER
19 CAMPBELL ROADBILLERICAMA018212601237106468501C3$50,000GENERAL SUPPORT
BOYS & GIRLS CLUB OF GREATER LOWELL
657 MIDDLESEX STLOWELLMA01851042104396501C3$39,500GENERAL SUPPORT
CAMBODIAN MUTUAL ASSISTANCE ASSOCIA
465 SCHOOL STREETLOWELLMA01851222553560501C3$16,926GENERAL SUPPORT
CATHOLIC SCHOOLS FOUNDATION INC
67 BATTERYMARCH ST 6TH FLBOSTONMA02110222485502501C3$15,000GENERAL SUPPORT
CATIES CLOSET INC
19 SCHOOL STREETDRACUTMA01826272531953501C3$46,500GENERAL SUPPORT
CENTRAL MASSACHUSETTS AGENCY ON AGI
330 SOUTHWEST CUTOFF SUITE 203WORCESTERMA0160404254763350C3$9,750HUMAN SERVICES
CHALLENGE UNLIMITED INC AT IRONST
450 LOWELL STANDOVERMA01810222888189501C3$28,684GENERAL SUPPORT
CHELMSFORD SENIOR CENTER
75 GROTON ROADCHELMSFORDMA01824042792036501C3$10,000HEALTH
CLARENDON EARLY EDUCATION SERVICES
370 MERRIMACK STREET SUITE 210LAWRENCEMA01843042648114501C3$7,500HUMAN SERVICES
CLEAR PATH FOR VETERANS NEW ENGLAND
84 ANTIETAM STDEVENSMA01434820681735501C3$17,000GENERAL SUPPORT
COALITION FOR A BETTER ACRE INC (
517 MOODY ST FL 3LOWELLMA01824042760272501C3$150,834GENERAL SUPPORT, DIY
COMMUNITY TEAMWORK INC (CTI)
155 MERRIMACK ST 2ND FLLOWELLMA01852042382027501C3$110,892GENERAL SUPPORT
CULTURAL ORGANIZATION OF LOWELL (CO
250 JACKSON STREET SUITE 402LOWELLMA01852043579969501C3$9,875GENERAL SUPPORT
D'YOUVILLE LIFE & WELLNESS COMMUNIT
981 VARNUM AVE LOWELL MA 01854LOWELLMA01854274675379501C3$10,000GENERAL SUPPORT
DIGNITY MATTERS INC
PO BOX 72WAYAMDMA01778814572839501C3$23,000GENERAL SUPPORT
DISCOVERY MUSEUM INC
177 MAIN STREETACTONMA01720042741645501C3$10,000GENERAL SUPPORT
DOCTOR FRANKLIN PERKINS SCHOOL
971 MAIN STREETLANCASTERMA01523042103834501C3$7,500GENERAL SUPPORT
ELIOT PRESBYTERIAN CHURCH
273 SUMMER STREETLOWELLMA01852501C3$10,000
FITZPATRICK COLLABORATIVE INC
45 MAIN STREETPEPPERELLMA01463830743119501C3$15,000DEVELOPMENT
FRIENDS OF LOWELL HIGH SCHOOL INC
PO BOX 1264LOWELLMA01853042670250501C3$6,843GENERAL SUPPORT
FRIENDS OF THE CAMERON SENIOR CENTE
20 PLEASANT STREETWESTFORDMA01886222505549501C3$6,450HUMAN SERVICES
GIRLS INC OF GREATER LOWELL
220 WORTHEN STLOWELLMA01852042104401501C3$21,500GENERAL SUPPORT
HABITAT FOR HUMANITY NORTH CENTRAL
201 GREAT ROADACTONMA01720042999854501C3$10,000GENERAL SUPPORT
HABITAT FOR HUMANITY OF GREATER LOW
68 TADMUCK ROAD SUITE 1WESTFORDMA01886043123186501C3$12,000GENERAL SUPPORT
IMMACULATE CONCEPTION CHURCH
144 E MERRIMACK STREETLOWELLMA01852042106189501C3$5,500RELIGION
INCOMPASS HUMAN SERVICES
4 OMNI WAYCHELMSFORDMA01824046111877501C3$9,288GENERAL SUPPORT
INTERNATIONAL INSTITUTE OF NEW ENGL
2 BOYLSTON ST FL 3BOSTONMA01216042104325501C3$81,300GENEAL SUPPORT
KIDS IN DISABILITY SPORTS INC
PO BOX 1397LOWELLMA01853043467143501C3$7,000HUMAN SERVICES
LOWELL ART ASSOCIATION
243 WORTHEN STREETLOWELLMA01852042428837501C3$95,371GENERAL SUPPORT
LOWELL CATHOLIC HIGH SCHOOL
530 STEVENS STLOWELLMA01851042563657501C3$71,502GENERAL SUPPORT
LOWELL COMMUNITY HEALTH CENTER
161 JACKSON STLOWELLMA01852042881348501C3$95,000GENERAL SUPPORT
LOWELL COMMUNITY HEALTH CENTER (LCH
161 JACKSON STLOWELLMA01852042881348501C3$16,391GENERAL SUPPORT
LOWELL FESTIVAL FOUNDATION
PO BOX 217LOWELLMA01853042578293501C3$30,300ART & CULTURE
LOWELL HIGH SCHOOL
50 FR MORISSETTE BLVDLOWELLMA01852GOV$10,431EDUCATION
LOWELL HUMAN SOCIETY
951 BROADWAY STREETLOWELLMA01854042104400501C3$29,000ANIMAL RELATED
LOWELL PARKS & CONSERVATION TRUST
660 SUFFOLK STREET SUITE 120LOWELLMA01854223070912501C3$23,073GENERAL SUPPORT
LOWELL WATERWAYS VITALITY INITIATIV
100 MERRIMACK AV SUITE 202LOWELLMA01852501C3$37,500GENERAL SUPPORT
MAINE COMMUNITY FOUNDATION
245 MAIN STREETELLSWORTHME04605010391479501C3$68,644GENERAL SUPPORT
MANOLIS FAMILY FOUNDATION INC
1067 LAKEVIEW AVENUEDRACUTMA01826262711036501C3$20,000HUMAN SERVICES
MASSACHUSETTS ALLIANCE OF PORTUGUES
1046 CAMBRIDGE STREETCAMBRIDGEMA02139042596270501C3$28,329GENERAL SUPPORT
MASSACHUSETTS COALITION FOR THE HOM
15 BUBIER STREETLYNNMA01901222599662501C3$6,250HUMAN SERVICES
MASSACHUSETTS DOWN SYNDROME CONGRES
20 BURLINGTON MALL RD STE 261BURLINGTONMA01803222596246501C3$8,935GENERAL SUPPORT
MEGAN HOUSE FOUNDATION INC
100 MERRIMACK STREET SUITE 301DLOWELLMA01852473503719501C3$13,500GENERAL SUPPORT
MERRIMACK REPERTORY THEATRE INC (
132 WARREN STREETLOWELLMA01852042664784501C3$103,475GENERAL SUPPORT
MERRIMACK RIVER WATERSHED COUNCIL
60 ISLAND ST SUITE 211-ELAWRENCEMA01840042633281501C3$5,262ENVIRONMENT
MERRIMACK VALLEY HOUSING PARTNERSHI
PO BOX 1042LOWELLMA01853042950316501C3$36,300GENERAL SUPPORT
METROWEST WORKER CENTER
PO BOX 409FRAMINGHAMMA01704272850017501C3$5,200GENERAL SUPPORT
MIDDLESEX COUNTY 4-H FAIR INC
PO BOX 352WESTFORDMA01886237411548501C3$10,000ART & CULTURE
MISSION OF DEEDS INC
6 CHAPIN AVENUEREADINGMA01867223252651501C3$17,500HUMAN SERVICES
MSCPA NEVINS FARM
400 BROADWAYMETHUENMA01844042103597501C3$10,000ANIMAL RELATED
NEW ENGLAND FORESTRY FOUNDATION IN
PO BOX 1346LITTLETONMA01460042024022501C3$11,369GENERAL SUPPORT
NEW ENGLAND QUILT MUSEUM
18 SHATTUCK STREETLOWELLMA01852042971424501C3$66,893GENERAL SUPPORT
NORTHEAST LEGAL AIDINC
50 ISLAND STREET SUITE 203ALAWRENCEMA01840237381007501C3$25,860GENERAL SUPPORT
OBLATE MISSION GUILD
486 CHANDLER STTEWKSBURYMA01876501C3$10,899GENERAL SUPPORT
OPEN PANTRY OF GREATER LOWELL INC
13 HURD STLOWELLMA01852222474729501C3$9,000GENERAL SUPPORT
OUR FATHER'S HOUSE
199 SUMMER STFITCHBURGMA01420222515061501C3$16,000GENERAL SUPPORT
POWERS OF FLOWERS PROJECT
PO BOX 294TEWKSBURYMA01876461082544501C3$6,000HUMAN SERVICES
PROJECT LEARN INC
8 KIRK ST 2ND FLOORLOWELLMA01852044885366501C3$20,000GENERAL SUPPORT
RECREATIONAL ADULT RESOURCE ASSOCIA
295 HIGH STREETLOWELLMA01852237102772501C3$30,769GENERAL SUPPORT
SAINT ANTHONY PARISH
893 CENTRAL STLOWELLMA01852501C3$30,000GENERAL SUPPORT
SCHWAB CHARITABLE FUND
PO BOX 628298ORLANDOFL32862501C3$45,624GENERAL SUPPORT
SEVEN HILLS EXTENDED CARE AT GROTON
81 HOPE AVEWORCESTERMA01603200172796501C3$7,500HUMAN SERVICES
ST VINCENT DE PAUL SOCIETY
18 CANTON STREETSTOUGHTONMA02072135562362501C3$11,533GENERAL SUPPORT
THE CENTER FOR HOPE AND HEALING IN
21 GEORGE ST SUITE 400LOWELLMA01852042732721501C3$55,000GENERAL SUPPORT
THE DECIBELS FOUNDATION
9 CORNERSTONE SQUARE SUITE B400WESTFORDMA01886562325184501C3$6,000HUMAN SERVICES
TROUT UNLIMITED
1777 NORTH KENT SUITE 100ARLINGTONVA22209381612715501C3$8,745GENERAL SUPPORT
UNIVERSITY OF MASSACHUSETTS FOUNDAT
1 PERKINS STREETLOWELLMA01854046013152501C3$81,704GENERAL SUPPORT
VIRGINIA THURSTON HEALING GARDEN I
145 BOLTON ROADHARVARDMA01451043522717501C3$19,500GENERAL SUPPORT
WESTFORD HEALTH DEPARTMENT
55 MAIN STREET 2ND FLOORWESTFORDMA01886046001357501C3$15,000HEALTH
WISH PROJECT INC
PO BOX 8693LOWELLMA01853203249145501C3$13,500GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org79Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIPS FOR TUITION286$396,324
CHARITABLE GIFT ANNUITY

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationCAPACITY 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

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJAMES F LINNEHAN JR ESQPersonNm
TitlePRESIDENT & CEOTitleTxt
Base Compensation Filing Org$163,488BaseCompensationFilingOrgAmt
Nontaxable Benefits Filing Org$8,692NontaxableBenefitsFilingOrgAmt
Total Compensation Filing Org$172,180TotalCompensationFilingOrgAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$245,672NoncashContributionsRptF990Amt
Method Of Determining RevenuesQUOTED STOCK PRICESMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE 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 11BTHE 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 12CANNUALLY THE POLICY IS REVIEWED AND ACKNOWLEDGED BY APPLICABLE PARTIES.
FORM 990, PAGE 6, PART VI, LINE 15ATHE BOARD SETS THE COMPENSATION RANGE FOR THE PRESIDENT AND CEO.
FORM 990, PAGE 6, PART VI, LINE 19THE 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 9FUNDRAISING EXPENSES 15,309 CONTRIBUTIONS TO AGENCY ENDOWMENT FUNDS -728,581 FUNDRAISING EXPENSES -15,309 GRANTS FROM AGENCY ENDOWMENT FUNDS 94,345 TOTAL -634,236

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