THEODORE EDSON PARKER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THEODORE EDSON PARKER FOUNDATION (EIN 04-6036092)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202213189349101326
- Schema version
- 2021v4.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T09:14:52-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 SUITE 201 | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018244141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046036092 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THEODORE EDSON PARKER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THEO | BusinessNameControlTxt |
| Phone | 6174267080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO LIBERTY SQUARE SUITE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WDONAHUE JR | PersonNm |
| Person Title | TREASURER, DIRECTOR | PersonTitleTxt |
| Phone | 6174267080 | PhoneNum |
| Signature | 2022-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | DONAHUE JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD B DIONNE | PreparerPersonNm |
| PTIN | P00142882 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2022-10-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,879,701 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $591,910 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $591,910 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,476,785 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,075,505 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,476,785 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $873 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $873 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,069,568 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,069,568 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $61,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,613 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,137 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,025 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $268,672 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $124,702 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $164,839 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $104,919 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,341 | TaxesNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $813 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $682 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $745 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $447,523 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $158,131 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $210,559 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,192,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,192,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,639,673 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $158,131 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,402,709 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,429,895 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,911,437 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $660,132 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $708,992 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $708,992 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $28,273,470 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,501,409 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,501,409 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,149,707 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,453,383 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,453,383 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $181,035 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $188,634 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $188,634 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $38,440 | OtherAssetsBOYAmt |
| Other Assets EOY | $27,283 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $27,283 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $33,302,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,879,701 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,879,701 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $33,592 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $11,409 | AccountsPayableEOYAmt |
| Grants Payable BOY | $535,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $460,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $151,659 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $218,472 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $720,251 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $689,881 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $32,582,533 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $36,189,820 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,582,533 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,189,820 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,302,784 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,879,701 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,582,533 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,429,895 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,177,392 | OtherIncreasesAmt |
| Subtotal | $36,189,820 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $36,189,820 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB 4887 (SEE ATTACHED) | P | 2021-12-31 | $75,820 | $77,459 | -$1,639 | -$1,639 |
| CHARLES SCHWAB 4887 (SEE ATTACHED) | P | 2021-12-31 | $1,612,294 | $1,046,452 | $565,842 | $565,842 |
| CHARLES SCHWAB 9038 (SEE ATTACHED) | P | 2021-12-31 | $303,239 | $327,029 | -$23,790 | -$23,790 |
| CHARLES SCHWAB 9038 (SEE ATTACHED) | P | 2021-12-31 | $5,084,152 | $3,147,780 | $1,936,372 | $1,936,372 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,476,785 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,469 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $40,469 | SubtotalAmt |
| Tax Based On Investment Income | $40,469 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,502 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $73,502 | TotalPaymentsAndCreditsAmt |
| Overpayment | $33,033 | OverpaymentAmt |
| Applied To ES Tax | $33,033 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | PARKERFOUNDATIONLOWELL.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID W DONAHUE JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174267080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO LIBERTY SQUARE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KAREN CARPENTER | ||||||||
| TWO LIBERTY SQUARE 500 | BOSTON | MA | 02109 | PRESIDENT, D | 8.00 | $13,000 | $0 | $0 |
| SOPHY THEAM | ||||||||
| TWO LIBERTY SQUARE 500 | BOSTON | MA | 02109 | CLERK, DIREC | 3.00 | $13,000 | $0 | $0 |
| DAVID WDONAHUE JR | ||||||||
| TWO LIBERTY SQUARE 500 | BOSTON | MA | 02109 | TREASURER, D | 4.00 | $13,000 | $0 | $0 |
| LUIS PEDROSO | ||||||||
| TWO LIBERTY SQUARE 500 | BOSTON | MA | 02109 | DIRECTOR | 3.00 | $13,000 | $0 | $0 |
| NEWELL FLATHER DECEASED | ||||||||
| TWO LIBERTY SQUARE 500 | BOSTON | MA | 02109 | DIRECTOR | 8.00 | $9,750 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GMA FOUNDATION | |||||
| TWO LIBERTY SQUARE | BOSTON | MA | 02109 | ADMINISTERS GRA | $129,720 |
| EATON VANCE WATEROAK ADVISORS | |||||
| TWO INTERNATIONAL PLACE | BOSTON | MA | 02110 | INVESTMENT ADVI | $81,071 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $34,221,085 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $953,172 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,174,257 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $35,174,257 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $527,614 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,646,643 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,732,332 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,732,332 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,469 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40,469 | TotalTaxAmt |
| Distributable Before Adj | $1,691,863 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,691,863 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,691,863 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,402,709 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,402,709 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,691,863 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $213,047 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,402,709 | QualifyingDistributionsAmt |
| Applied To Year1 | $213,047 | AppliedToYear1Amt |
| Applied To Current Year | $1,189,662 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $502,201 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHALETTA HUERTAS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO LIBERTY 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174267080 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS ARE ENCOURAGED TO APPLY ONLINE AT HTTP://PARKERFOUNDATIONLOWELL.ORG. ALL PROPOSALS SHOULD INCLUDE A SHORT DESCRIPTION OF THE PURPOSES, PROGRAMS, AND HISTORY OF THE ORGANIZATION, A DESCRIPTION OF THE PROJECT FOR WHICH FINANCIAL ASSISTANCE IS REQUESTED, THE AMOUNT DESIRED, AND PLANS FOR CONTINUATION OF THE PROJECT AFTER THE FOUNDATION'S FUNDING HAS ENDED. INCLUDE A LIST OF BOARD MEMBERS, WITH AN INDICATION OF THEIR ORGANIZATIONAL AFFILIATIONS, SPECIAL SKILLS, AND LINKS TO THE COMMUNITY,A COMPLETED DIVERSITY FORM DETAILING THE ETHNIC COMPOSITIONS OF THE BOARD, STAFF, AND CONSTITUENTS,A COPY OF THE ORGANIZATIONS MOST RECENT AUDITED FINANCIAL STATEMENTS,A COPY OF THE MOST RECENT IRS FORM 990, WITH ALL ATTACHMENTS AND SCHEDULES,A CURRENT ORGANIZATIONAL BUDGET, INCLUDING PROJECTED INCOME AND EXPENDITURES,BIO STATEMENTS OR RESUMES OF KEY PROJECT STAFF AND A PROJECT BUDGET. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE TRUSTEES USUALLY MEET TWO TIMES A YEAR FOR GRANT MAKING PURPOSES: IN APRIL/MAY AND NOVEMBER/DECE | SubmissionDeadlinesTxt |
| Restrictions On Awards | TRUSTEES DO NOT USUALLY AWARD FUNDS FOR THE OPERATING EXPENSES OF CHARITABLE ORGANIZATIONS, FOR ENDOWMENT, OR TO FUND DEFICITS. GRANTS ARE RESTRICTED TO ORGANIZATIONS THAT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE CLASSIFIED AS -NOT A PRIVATE FOUNDATION" UNDER SECTION 509(A). NO AWARDS ARE MADE TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACRE FAMILY CHILDCARE | ||||||
| 55 MIDDLE STREET | LOWELL | MA | 01852 | PUBLIC CHARI | CHILD CARE CAPITAL CAMPAIGN | $100,000 |
| ANGKOR DANCE TROUPE INC | ||||||
| PO BOX 1553 | LOWELL | MA | 01853 | PUBLIC CHARI | REVITALIZING ANGKOR DANCE TROUPE | $25,000 |
| APPALACHIAN MOUNTAIN CLUB | ||||||
| 10 CITY SQUARE | CHARLESTOWN | MA | 02129 | PUBLIC CHARI | DRAGONFLY MERCURY PROJECT | $20,000 |
| BUDGET BUDDIES INC | ||||||
| 45 HALEY ROAD | HAVERHILL | MA | 01830 | PUBLIC CHARI | VIRTUAL FINANCIAL EMPOWERMENT | $15,000 |
| CENTRAL FOOD MINISTRY | ||||||
| 370 WEST SIXTH STREET | LOWELL | MA | 01850 | PUBLIC CHARI | PURCHASE VAN FOR FOOD TRANSPORTATION | $5,000 |
| CHRIST CHURCH UNITED IN LOWELL | ||||||
| 1 BARTLET STREET | LOWELL | MA | 01852 | PUBLIC CHARI | PARISH RELIEF PROGRAM | $12,500 |
| CITY OF LOWELL | ||||||
| 375 MERRIMACK STREET | LOWELL | MA | 01852 | PUBLIC CHARI | HR AUDIT | $10,000 |
| COALITION FOR A BETTER ACRE | ||||||
| 517 MOODY STREET | LOWELL | MA | 01854 | PUBLIC CHARI | 2021-2022 SYSTEMS CHANGE | $30,000 |
| COALITION FOR A BETTER ACRE | ||||||
| 517 MOODY STREET | LOWELL | MA | 01854 | PUBLIC CHARI | STRATEGIC PLAN IMPLEMENTATION | $10,000 |
| COALITION FOR A BETTER ACRE | ||||||
| 517 MOODY STREET | LOWELL | MA | 01854 | PUBLIC CHARI | WALK-IN CENTER | $30,000 |
| COMMUNITIES FOR RESTORATIVE JUSTICE | ||||||
| 175 CABOT STREET | LOWELL | MA | 01854 | PUBLIC CHARI | LOWELL OUTREACH | $15,000 |
| COMMUNITY TEAMWORK INC | ||||||
| 155 MERRIMACK STREET | LOWELL | MA | 01852 | PUBLIC CHARI | COMMON GROUND CAPACITY BLDG | $50,000 |
| COMMUNITY TEAMWORK INC | ||||||
| 155 MERRIMACK STREET | LOWELL | MA | 01852 | PUBLIC CHARI | FUNDING FOR HUMAN NEEDS | $100,000 |
| DWELLING HOUSE OF HOPE | ||||||
| 125 MOUNT HOPE STREET | LOWELL | MA | 01854 | PUBLIC CHARI | OPERATING SUPPORT - TRUCK | $5,000 |
| FORTELEZA INC | ||||||
| 16 JACKSON STREET | LOWELL | MA | 01852 | PUBLIC CHARI | FORGING FORWARD PROGRAM | $75,000 |
| GREATER LOWELL COMMUNITY FOUNDATION | ||||||
| 100 MERRIMACK STREET | LOWELL | MA | 01852 | PUBLIC CHARI | F/B/O REFUGE LOWELL - CAPACITY BLDG | $25,000 |
| INTERNATIONAL INSTITUTE OF NEW ENGL | ||||||
| 2 BOYLSTON STREET 3RD FL | BOSTON | MA | 02116 | PUBLIC CHARI | AFGHAN EVACUEE SUPPORT FUND | $50,000 |
| LITTLETON COMMUNITY FARM | ||||||
| PO BOX 1186 | LITTLETON | MA | 01460 | PUBLIC CHARI | FOOD DONATIONS AND OUTREACH TO LOWEL | $10,000 |
| LOWELL ASSOCIATION FOR THE BLIND | ||||||
| 169 MERRIMACK STREET | LOWELL | MA | 01852 | PUBLIC CHARI | LAB INFRASTRUCTURE UPGRADE | $8,500 |
| LOWELL TRANSITIONAL LIVING CENTER | ||||||
| 189-209 MIDDLESEX STREET | LOWELL | MA | 01852 | PUBLIC CHARI | BATHROOM RENOVATION PROJECT | $35,000 |
| MA ALLIANCE FOR PORTUGUESE SPEAKERS | ||||||
| 1046 CAMBRIDGE STREET | CAMBRIDGE | MA | 02139 | PUBLIC CHARI | ELEVATOR PROJECT | $50,000 |
| MA SOCIETY FOR PREVENTION | ||||||
| 350 SOUTH HUNTINGTON AVE | BOSTON | MA | 02130 | PUBLIC CHARI | PARTNERSHIPS FOR PETS | $10,000 |
| MERRIMACK VALLEY FOOD BANK | ||||||
| PO BOX 8638 | LOWELL | MA | 01853 | PUBLIC CHARI | TRUCK PURCHASE | $50,000 |
| NETWORK FOR TEACHING ENTREPRENEURSH | ||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | PUBLIC CHARI | ENTREPRENEURSHIP - LHS | $20,000 |
| NORTHEAST LEGAL AID | ||||||
| 35 JOHN STREET | LOWELL | MA | 01852 | PUBLIC CHARI | LOWELL EMERGENCY HOUSING AND INCOME | $50,000 |
| PHILANTHROPY MA | ||||||
| 133 FEDERAL STREET | BOSTON | MA | 02110 | PUBLIC CHARI | ANNUAL MEMBERSHIP | $6,150 |
| PROJECT LEARN | ||||||
| 8 KIRK STREET | LOWELL | MA | 01852 | PUBLIC CHARI | STRIVE INITIATIVE | $100,000 |
| THE CENTER FOR HOPE AND HEALING IN | ||||||
| 21 GEORGE STREET | LOWELL | MA | 01852 | PUBLIC CHARI | CREATING A YOUTH CENTER | $50,000 |
| UNITED WAY OF MASS BAY AND MERRIMAC | ||||||
| PO BOX 412866 | BOSTON | MA | 02241 | PUBLIC CHARI | SEGL | $50,000 |
| ENTREPRENEURSHIP FOR ALL | ||||||
| 175 CABOT STREET STE 100 | LOWELL | MA | 01854 | PUBLIC CHARI | FUNDING FOR LOWELL ENTREPRENEURS | $25,000 |
| LAWYER'S COMMITTEE FOR CIVIL RIGHTS | ||||||
| 61 BATTERYMARCH STREET | BOSTON | MA | 02110 | PUBLIC CHARI | PROTECTING ASIAN-AMERICANS & LATINX | $50,000 |
| BOYS GIRLS CLUB OF GREATER LOWELL | ||||||
| 657 MIDDLESEX STREET | LOWELL | MA | 01851 | PUBLIC CHARI | BELIEVE & BECOME PROGRAM | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,192,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $591,910 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $873 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,476,785 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,069,568 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,069,568 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,500 | Amt |
| Net Investment Income | $7,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,025 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $3,453,383 | EOYBookValueAmt |
| EOYFMV | $3,453,383 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES | StockNm |
| EOY Book Value | $32,501,409 | EOYBookValueAmt |
| EOYFMV | $32,501,409 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS IN LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $188,634 | BookValueAmt |
| EOYFMV | $188,634 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST ON INVESTMENTS | $24,675 | $27,283 | $27,283 |
| PREPAID FEDERAL EXCISE TAX | $13,765 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| MISCELLANEOUS | ||
| FILING FEES | $299 | $299 |
| OPERATIONS EXPENSE | $383 | $446 |
| 75TH ANNIVERSARY EVENT |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $873 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $873 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $2,102,392 |
| GRANTS APPROVED FOR FUTURE PAYMENT | $75,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX LIABILITY | $151,659 | $211,814 |
| ACCRUED FEDERAL EXCISE TAX | $6,658 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| GRANT MAKING EXPENSE | $129,076 | $150,589 | |
| INVESTMENT ADVISORY FEES | $124,702 | $124,702 | |
| ADVISORY COMMITTEE FEES | $9,750 | $9,750 | |
| OUTSIDE CONTRACT SERVICES | $4,500 | $4,500 | |
| CONTRACT SERVICES - OTHER | $644 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $4,341 | $4,341 |
| FEDERAL EXCISE TAX | $40,423 | |
| DEFERRED FEDERAL EXCISE TAX EXPE | $60,155 |
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