2023-05-11T15:13:39-05:00 2022-12-31 042620388 COLES & BODOIN LLP 75 SECOND AVENUE NEEDHAM MA 02494 990PF 2022-01-01 043580154 MARTY MEEHAN EDUCATIONAL FOUNDATION INC MART 9788847114 39 BOYLSTON LANE LOWELL MA 01852 EMILY BYRNE TREASURER 9784549167 2023-05-10 1 EMILY BYRNE 999009999 1 CATHY DANA P00580804 7814551400 2023-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 0 X X 26 26 94845 94824 29367 916112 29367 124238 124217 0 0 0 15970 0 15970 28753 28753 0 6682 1151 70 1350 0 1350 5398 0 5398 58153 29904 22788 3910586 3910586 3968739 29904 3933374 -3844501 94313 243538 121 51523 0 0 2201203 0 0 1348116 0 0 3844501 0 0 0 0 X 0 0 0 0 3844501 0 3844501 0 3844501 0 3844501 -3844501 0 0 0 0 FID SAI LONG TERM TREASURY BOND INDEX P 42028 50076 -8048 -8048 FIDELITY SAI INFLATION FOCUSED FD P 2022-02-15 10428 11130 -702 -702 FIDELITY SAI US TREASURY BOND P 16370 16572 -202 -202 STRATEGIC ADVISERS ALTERNATIVES FUND P 2022-07-20 2022-11-30 6016 6016 0 0 COHEN & STEERS REALTY SHARES P 33030 29660 3370 3370 EATON VANCE GLOBAL MACRO ABSLTE RT CL A P 17373 17756 -383 -383 FIDELITY SAI LONG TERM TREASURY BOND P 2021-10-05 2022-11-03 13671 18253 -4582 -4582 STRATEGIC ADVISERS CORE INCOME FUND P 2017-10-09 138831 144341 -5510 -5510 STRATEGIC ADVISERS EMERGING MARKETS P 2017-10-09 34588 36085 -1497 -1497 STRATEGIC ADVISERS INCOME OPPORTUNITIES P 60461 62928 -2467 -2467 STRATEGIC ADVISERS INTERNATIONAL FUND P 108599 115337 -6738 -6738 STRATEGIC ADVISERS LARGE CAP FUND P 2017-10-09 128714 111896 16818 16818 STRATEGIC ADVISERS SHORT DURATION FUND P 228460 234055 -5595 -5595 STRATEGIC ADVISERS SMALL-MID CAP FUND P 32688 32640 48 48 CAPITAL GAINS DIVIDENDS P 44855 44855 44855 29367 1311 0 1311 0 1311 5202 0 0 0 5202 X 0 3891 0 3891 0 0 0 0 0 0 0 0 0 1 1 1 MA 1 0 0 0 0 1 N/A THE ORGANIZATION 9788847114 39 BOYLSTON LANE LOWELL MA 01852 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EMILY BYRNE 40 BOYLSTON LANE LOWELL MA 01852 TREASURER 2.00 0 0 0 ROBERT NORMANDIN 7 BOWL ROAD CHELMSFORD MA 01824 DIRECTOR 1.00 0 0 0 FAWN ANDERSEN 63 RUTHERFORD AVENUE CHARLESTOWN MA 02129 PRESIDENT 2.00 0 0 0 WILLIAM MARTIN 173 CLARK ROAD LOWELL MA 01852 VICE-PRESIDENT 1.00 0 0 0 BARBARA O'NEIL 39 BOYLSTON LANE LOWELL MA 01852 SECRETARY 1.00 0 0 0 JENNIFER MEEHAN 190 CLARK ROAD CHELMSFORD MA 01852 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 3456855 127308 0 3584163 0 0 3584163 53762 3530401 176520 176520 1311 1311 175209 0 175209 0 175209 3933374 0 3933374 175209 0 0 105312 219740 325052 3933374 0 0 0 175209 3758165 0 0 4083217 0 0 0 0 0 0 0 4083217 105312 219740 3758165 X ACADEMY OF NOTRE DAME 180 MIDDLESEX ROAD TYNGSBORO MA 01879 NONE PUBLIC CHARITY CHARITABLE 2900 BOYS AND GIRLS CLUB OF GREATER LOWELL 657 MIDDLESEX STREET LOWELL MA 01851 NONE PUBLIC CHARITY CHARITABLE 13200 CAMP HARBOR VIEW 46 PLYMPTON STREET BOSTON MA 02118 NONE PUBLIC CHARITY CHARITABLE 5000 CATHOLIC MEMORIAL 235 BAKER STREET WEST ROXBURY MA 02132 NONE PUBLIC CHARITY CHARITABLE 5000 JL11 FUND 8 RUSTIC ROAD STONEHAM MA 02180 NONE PUBLIC CHARITY CHARITABLE 1000 STONGWATER FARM 500 LIVINGSTON STREET TEWKSBURY MA 01876 NONE PUBLIC CHARITY CHARITABLE 1000 IMMACULATE CONCEPTION PARISH 144 E MERRIMACK STREET LOWELL MA 01852 NONE PUBLIC CHARITY CHARITABLE 5000 SALVATION ARMY 150 APPLETON STREET 2507 LOWELL MA 01852 NONE PUBLIC CHARITY CHARITABLE 5000 MA ASSOCIATION OF MENTAL HEALTH 50 FEDERAL STREET BOSTON MA 02110 NONE PUBLIC CHARITY CHARITABLE 10000 THE NEW ENGLAND PATRIOTS FOUNDATION ONE PATRIOTS PLACE FOXBOROUGH MA 02035 NONE PUBLIC CHARITY CHARITABLE 10000 UMASS AMHERST 134 HICKS WAY AMHERST MA 01003 NONE PUBLIC CHARITY CHARITABLE 2500 UMASS FOUNDATION 100 CARLSON AVE NEWTON MA 02459 NONE PUBLIC CHARITY CHARITABLE 5000 GLCF - WOMEN WORKING WONDERS 100 MERRIMACK STREET 202 LOWELL MA 01852 NONE PUBLIC CHARITY CHARITABLE 500 THE VALEDICTORIAN PROJECT 30 STONELEIGH CIRCLE WATERTOWN MA 02472 NONE PUBLIC CHARITY CHARITABLE 10000 THE SUN SANTA FOUNDATION PO BOX 2439 LOWELL MA 01851 NONE PUBLIC CHARITY CHARITABLE 2500 COATS FROM ANN ABOVE 16 BENTON STREET LOWELL MA 01851 NONE PUBLIC CHARITY CHARITBALE 1000 UMASS LOWELL ONE UNIVERSITY AVE LOWELL MA 01854 NONE PUBLIC CHARITY CHARITABLE 100000 GREATER LOWELL COMMUNITY FOUNDATION INC 100 MERRIMACK STREET 202 LOWELL MA 01852 NONE PUBLIC CHARITY CHARITABLE 3730986 3910586 0 14 26 14 94845 18 29367 0 124238 0 124238 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 15970 0 15970 GREATER LOWELL COMMUNITY FOUNDATION INC (GLCF) 100 MERRIMACK STREET 202 LOWELL MA 01852 MARTY MEEHAN EDUCATIONAL FOUNDATION INC IS VOLUNTARILY TERMINATING ITS PRIVATE FOUNDATION STATUS UNDER SECTION 507(A)(1)(A).ALL ASSETS WERE DISTRIBUTED TO THE GREATER LOWELL COMMUNITY FOUNDATION, INC., A SECTION 501(C)(3) NONPROFIT ORGANIZATION THAT WAS ESTABLISHED MAY 23, 1997. THE FOUNDATION DISTRIBUTED $154,889 OF CASH AND CASH EQUIVALENTS AND SECURITIES WITH A FAIR MARKET VALUE OF $3,223,724 (COST $3,576,097) TO GLCF. 3378613 THE ASSETS WERE DISTRIBUTED TO THE GREATER LOWELL COMMUNITY FOUNDATION, INC., A SECTION 501(C)(3) NONPROFIT ORGANIZATION. WEBSITE DEVELOPMENT 5000 0 5000 REIMBURSEMENTS 398 0 398 INVESTMENT MANAGEMENT 28753 28753 0 STATE TAXES 70 0 70 FOREIGN TAXES 1151 1151 0 FEDERAL EXCISE 5461 0 0