2023-05-03T15:29:08-05:00 2022-06-30 043033132 LOISELLE & ASSOCIATES PC 1 BRIDGEVIEW CIRCLE TYNGSBORO MA 01879 990PF 2021-07-01 042052723 INDEPENDENT UNIVERSITY ALUMNI ASSOCIATION AT LOWELL INC INDE 9789346530 PO BOX 242 LOWELL MA 01853 KEVIN D SHANAHAN PRESIDENT 9789346530 2023-01-23 1 KEVIN SHANAHAN 999009999 RICHARD LOISELLECPA P00459208 9786492204 2023-01-23 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 8771831 X 3769 X 49 49 49 265268 265268 265268 2241784 3014148 2241940 0 1093 0 1093 2511963 2507257 266410 42560 0 0 0 2280 0 0 2280 9651 0 0 9651 6825 0 0 6825 38129 1055 0 3746 57 0 57 29496 17398 0 12079 128998 18453 57 34581 3056865 3051865 3185863 18453 57 3086446 -673900 2488804 266353 5853 33401 33401 397223 444943 444943 11188089 8293487 8293487 1319 1319 213 0 0 11591378 8771831 8771831 6889 9179 5000 0 32579 6889 46758 X 3082207 3221479 8502282 5503594 11584489 8725073 11591378 8771831 11584489 -673900 0 10910589 2185516 8725073 MORGAN STANLEY 1989-05-11 2021-08-11 3014148 772208 2241940 2241940 2241940 0 34594 0 34594 0 34594 2015 0 33651 0 35666 X 1072 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 1 0 0 0 1 N/A MARGARET SHANAHAN 9789346530 PO BOX 242 LOWELL MA 01853 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARGARET SHANAHAN PO BOX 242 LOWELL MA 01853 EXECUTIVE DIRECTOR 35.00 42560 0 0 KEVIN SHANAHAN PO BOX 242 LOWELL MA 01853 PRESIDENT 1.00 0 0 0 MICHAEL ALPERT PO BOX 242 LOWELL MA 01853 VICE PRESIDENT 1.00 0 0 0 PATRICIA RIVARD GARDNER PO BOX 242 LOWELL MA 01853 TREASURER 1.00 0 0 0 DAVIS LEE PO BOX 242 LOWELL MA 01853 SECRETARY 1.00 0 0 0 WALTER DAWSON PO BOX 242 LOWELL MA 01853 DIRECTOR 1.00 0 0 0 RICHARD DONALDSON PO BOX 242 LOWELL MA 01853 DIRECTOR 1.00 0 0 0 GEORGE DUGGAN PO BOX 242 LOWELL MA 01853 DIRECTOR 1.00 0 0 0 HAE-YOUNG CHRISTINA JOO PO BOX 242 LOWELL MA 01853 DIRECTOR 1.00 0 0 0 VALERIE KING PO BOX 242 LOWELL MA 01853 DIRECTOR 1.00 0 0 0 MARY ANN KITROSSER PO BOX 242 LOWELL MA 01853 DIRECTOR 1.00 0 0 0 THOMAS VAUGHN PO BOX 242 LOWELL MA 01853 DIRECTOR 1.00 0 0 0 JOSEPH VECCHIONE PO BOX 242 LOWELL MA 01853 DIRECTOR 1.00 0 0 0 RICHARD RUSSELL PO BOX 242 LOWELL MA 01853 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 SCHOLARSHIPS AND GRANTS PROVIDED TO UNIVERSITY STUDENTS 161750 GIFT TO UNIVERSITY OF MASSACHUSETTS FOUNDATION FOR SCHOLARSHIPS TO BE PROVIDED TO UNIVERSITY STUDENTS 2895115 SCHOLARSHIPS PAID 161750 GIFT TO UNIVERSITY OF MASSACHUSETTS FOUNDATION TO BE USED FOR SCHOLARSHIPS 2895115 17398 3074263 3240531 233716 0 3474247 0 0 3474247 52114 3422133 171107 X 3086446 3074263 67855 6228564 X 171107 128539 113214 115109 527969 145441 109258 96232 97843 448774 6228564 948701 941691 818218 8937174 0 0 0 0 0 6228564 948701 941691 818218 8937174 0 0 114071 85693 75476 76739 351979 0 0 0 0 PATRICIA RIVARD-GARDNER PO BOX 242 LOWELL MA 01853 9789346530 PRGSALEM@AOL.COM APPLICATIONS ARE AVAILABLE AT THE INDEPENDENT UNIVERSITY ALUMNI ASSOCIATION OFFICE LOCATED AT 84 UNIVERSITY AVENUE, LOWELL,MASSACHUSETTS. THE DEADLINE FOR THE YEAR ENDED JUNE 30, 2022 WAS NOVEMBER 10,2021. THE SCHOLARSHIPS , GRANTS, OR AWARDS MUST BE USED TOWARDS TUITION, BOOKS FEES AND OTHER RELATED EDUCATIONAL EXPENSES AT THE UNIVERSITY OF MASSACHUSETTS LOWELL. UNIVERSITY OF MASSACHUSETTS FOUNDATION INC 100 CARLSON AVENUE NEWTON MA 02459 PROVIDE ANNUAL SCHOLARSHIPS TO UNIVERSITY STUDENTS 2895115 VARIOUS INDIVIDUALS 1 UNIVERSITY DRIVE LOWELL MA 01853 SCHOLARSHIPS FOR UNIVERSITY STUDENTS 156750 3051865 VARIOUS INDIVIDUALS 1 UNIVERSITY DRIVE LOWELL MA 01853 SCHOLARSHIPS FOR UNIVERSITY STUDENTS 5000 5000 1093 49 265268 2241784 0 0 2508194 2508194 1 PAID SCHOLARSHIPS FOR CURRENT UNIVERSITY STUDENTS 2 PROVIDED GIFT FOR FUTURE UNIVERSITY SCHOLARSHIPS 3 FEES PAID FOR MANAGEMENT OF ENDOWMENT; RETURNS FUND SCHOLARSHIPS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6825 0 0 6825 INVESTMENT MANAGEMENT 17398 CARPET 1994-04-14 1760 1547 SL 31.000000000000 57 0 57 CARPET 1994-04 PURCHASED 2022-06 1760 COST 0 -156 1604 8293487 8293487 LEGAL 9651 0 0 9651 UNREALIZED LOSS ON INVESTMENTS 2185516 MANAGEMENT FEES 17398 17398 0 0 OFFICE EXPENSE 7278 0 0 7278 MEETINGS 1997 0 0 1997 INSURANCE 1361 0 0 1361 DONATIONS 604 0 0 604 WEBSITE 69 0 0 69 PAYROLL SERVICE 770 0 0 770 ANNUAL REPORT 19 0 0 0 MEMBERSHIP DUES AND ASSESSMENTS 1093 1093 FEDERAL EXCISE TAXES PAYABLE 0 32579 PAYROLL TAXES 3746 0 0 3746 FOREIGN TAXES ON INVESTMENTS 1055 1055 0 0 FEDERAL EXCISE TAXES 33328 0 0 0