2022-11-14T09:14:52-05:00 2021-12-31 042917204 ANSTISS & CO PC 6 OMNI WAY SUITE 201 CHELMSFORD MA 018244141 990PF 2021-01-01 046036092 THEODORE EDSON PARKER FOUNDATION THEO 6174267080 TWO LIBERTY SQUARE SUITE 500 BOSTON MA 02109 DAVID WDONAHUE JR TREASURER, DIRECTOR 6174267080 2022-10-31 true DAVID DONAHUE JR XXX-XX-XXXX RICHARD B DIONNE P00142882 9784522500 2022-10-31 2021 2022-09-23 18:48:47Z X 36879701 X X 591910 591910 2476785 7075505 2476785 873 873 3069568 3069568 61750 21613 40137 11500 7475 4025 268672 124702 164839 104919 4341 813 682 745 447523 158131 210559 1192150 1192150 1639673 158131 1402709 1429895 2911437 660132 708992 708992 28273470 32501409 32501409 4149707 3453383 3453383 181035 188634 188634 38440 27283 27283 33302784 36879701 36879701 33592 11409 535000 460000 151659 218472 720251 689881 X 32582533 36189820 32582533 36189820 33302784 36879701 32582533 1429895 2177392 36189820 36189820 CHARLES SCHWAB 4887 (SEE ATTACHED) P 2021-12-31 75820 77459 -1639 -1639 CHARLES SCHWAB 4887 (SEE ATTACHED) P 2021-12-31 1612294 1046452 565842 565842 CHARLES SCHWAB 9038 (SEE ATTACHED) P 2021-12-31 303239 327029 -23790 -23790 CHARLES SCHWAB 9038 (SEE ATTACHED) P 2021-12-31 5084152 3147780 1936372 1936372 2476785 40469 40469 40469 33502 40000 73502 33033 33033 false false false false false false false true true MA true false false false false true PARKERFOUNDATIONLOWELL.ORG DAVID W DONAHUE JR 6174267080 TWO LIBERTY SQUARE 500 BOSTON MA 02109 false false false false true false false false false false false false false false false false false false false false false KAREN CARPENTER TWO LIBERTY SQUARE 500 BOSTON MA 02109 PRESIDENT, D 8.00 13000 0 0 SOPHY THEAM TWO LIBERTY SQUARE 500 BOSTON MA 02109 CLERK, DIREC 3.00 13000 0 0 DAVID WDONAHUE JR TWO LIBERTY SQUARE 500 BOSTON MA 02109 TREASURER, D 4.00 13000 0 0 LUIS PEDROSO TWO LIBERTY SQUARE 500 BOSTON MA 02109 DIRECTOR 3.00 13000 0 0 NEWELL FLATHER DECEASED TWO LIBERTY SQUARE 500 BOSTON MA 02109 DIRECTOR 8.00 9750 0 0 NONE GMA FOUNDATION TWO LIBERTY SQUARE BOSTON MA 02109 ADMINISTERS GRA 129720 EATON VANCE WATEROAK ADVISORS TWO INTERNATIONAL PLACE BOSTON MA 02110 INVESTMENT ADVI 81071 N/A 34221085 953172 0 35174257 35174257 527614 34646643 1732332 1732332 40469 40469 1691863 1691863 1691863 1402709 1402709 1691863 213047 1402709 213047 1189662 502201 CHALETTA HUERTAS TWO LIBERTY 500 BOSTON MA 02109 6174267080 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. THE TRUSTEES USUALLY MEET TWO TIMES A YEAR FOR GRANT MAKING PURPOSES: IN APRIL/MAY AND NOVEMBER/DECE 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. ACRE FAMILY CHILDCARE 55 MIDDLE STREET LOWELL MA 01852 PUBLIC CHARI CHILD CARE CAPITAL CAMPAIGN 100000 ANGKOR DANCE TROUPE INC PO BOX 1553 LOWELL MA 01853 PUBLIC CHARI REVITALIZING ANGKOR DANCE TROUPE 25000 APPALACHIAN MOUNTAIN CLUB 10 CITY SQUARE CHARLESTOWN MA 02129 PUBLIC CHARI DRAGONFLY MERCURY PROJECT 20000 BUDGET BUDDIES INC 45 HALEY ROAD HAVERHILL MA 01830 PUBLIC CHARI VIRTUAL FINANCIAL EMPOWERMENT 15000 CENTRAL FOOD MINISTRY 370 WEST SIXTH STREET LOWELL MA 01850 PUBLIC CHARI PURCHASE VAN FOR FOOD TRANSPORTATION 5000 CHRIST CHURCH UNITED IN LOWELL 1 BARTLET STREET LOWELL MA 01852 PUBLIC CHARI PARISH RELIEF PROGRAM 12500 CITY OF LOWELL 375 MERRIMACK STREET LOWELL MA 01852 PUBLIC CHARI HR AUDIT 10000 COALITION FOR A BETTER ACRE 517 MOODY STREET LOWELL MA 01854 PUBLIC CHARI 2021-2022 SYSTEMS CHANGE 30000 COALITION FOR A BETTER ACRE 517 MOODY STREET LOWELL MA 01854 PUBLIC CHARI STRATEGIC PLAN IMPLEMENTATION 10000 COALITION FOR A BETTER ACRE 517 MOODY STREET LOWELL MA 01854 PUBLIC CHARI WALK-IN CENTER 30000 COMMUNITIES FOR RESTORATIVE JUSTICE 175 CABOT STREET LOWELL MA 01854 PUBLIC CHARI LOWELL OUTREACH 15000 COMMUNITY TEAMWORK INC 155 MERRIMACK STREET LOWELL MA 01852 PUBLIC CHARI COMMON GROUND CAPACITY BLDG 50000 COMMUNITY TEAMWORK INC 155 MERRIMACK STREET LOWELL MA 01852 PUBLIC CHARI FUNDING FOR HUMAN NEEDS 100000 DWELLING HOUSE OF HOPE 125 MOUNT HOPE STREET LOWELL MA 01854 PUBLIC CHARI OPERATING SUPPORT - TRUCK 5000 FORTELEZA INC 16 JACKSON STREET LOWELL MA 01852 PUBLIC CHARI FORGING FORWARD PROGRAM 75000 GREATER LOWELL COMMUNITY FOUNDATION 100 MERRIMACK STREET LOWELL MA 01852 PUBLIC CHARI F/B/O REFUGE LOWELL - CAPACITY BLDG 25000 INTERNATIONAL INSTITUTE OF NEW ENGL 2 BOYLSTON STREET 3RD FL BOSTON MA 02116 PUBLIC CHARI AFGHAN EVACUEE SUPPORT FUND 50000 LITTLETON COMMUNITY FARM PO BOX 1186 LITTLETON MA 01460 PUBLIC CHARI FOOD DONATIONS AND OUTREACH TO LOWEL 10000 LOWELL ASSOCIATION FOR THE BLIND 169 MERRIMACK STREET LOWELL MA 01852 PUBLIC CHARI LAB INFRASTRUCTURE UPGRADE 8500 LOWELL TRANSITIONAL LIVING CENTER 189-209 MIDDLESEX STREET LOWELL MA 01852 PUBLIC CHARI BATHROOM RENOVATION PROJECT 35000 MA ALLIANCE FOR PORTUGUESE SPEAKERS 1046 CAMBRIDGE STREET CAMBRIDGE MA 02139 PUBLIC CHARI ELEVATOR PROJECT 50000 MA SOCIETY FOR PREVENTION 350 SOUTH HUNTINGTON AVE BOSTON MA 02130 PUBLIC CHARI PARTNERSHIPS FOR PETS 10000 MERRIMACK VALLEY FOOD BANK PO BOX 8638 LOWELL MA 01853 PUBLIC CHARI TRUCK PURCHASE 50000 NETWORK FOR TEACHING ENTREPRENEURSH 120 WALL STREET NEW YORK NY 10005 PUBLIC CHARI ENTREPRENEURSHIP - LHS 20000 NORTHEAST LEGAL AID 35 JOHN STREET LOWELL MA 01852 PUBLIC CHARI LOWELL EMERGENCY HOUSING AND INCOME 50000 PHILANTHROPY MA 133 FEDERAL STREET BOSTON MA 02110 PUBLIC CHARI ANNUAL MEMBERSHIP 6150 PROJECT LEARN 8 KIRK STREET LOWELL MA 01852 PUBLIC CHARI STRIVE INITIATIVE 100000 THE CENTER FOR HOPE AND HEALING IN 21 GEORGE STREET LOWELL MA 01852 PUBLIC CHARI CREATING A YOUTH CENTER 50000 UNITED WAY OF MASS BAY AND MERRIMAC PO BOX 412866 BOSTON MA 02241 PUBLIC CHARI SEGL 50000 ENTREPRENEURSHIP FOR ALL 175 CABOT STREET STE 100 LOWELL MA 01854 PUBLIC CHARI FUNDING FOR LOWELL ENTREPRENEURS 25000 LAWYER'S COMMITTEE FOR CIVIL RIGHTS 61 BATTERYMARCH STREET BOSTON MA 02110 PUBLIC CHARI PROTECTING ASIAN-AMERICANS & LATINX 50000 BOYS GIRLS CLUB OF GREATER LOWELL 657 MIDDLESEX STREET LOWELL MA 01851 PUBLIC CHARI BELIEVE & BECOME PROGRAM 100000 1192150 14 591910 18 873 18 2476785 3069568 3069568 false false false false false false false false false false ACCOUNTING FEES 11500 7475 4025 FIXED INCOME SECURITIES 3453383 3453383 EQUITY SECURITIES 32501409 32501409 OTHER INVESTMENTS IN LP FMV 188634 188634 ACCRUED INTEREST ON INVESTMENTS 24675 27283 27283 PREPAID FEDERAL EXCISE TAX 13765 EXPENSES MISCELLANEOUS FILING FEES 299 299 OPERATIONS EXPENSE 383 446 75TH ANNIVERSARY EVENT CLASS ACTION PROCEEDS 873 873 UNREALIZED GAIN ON INVESTMENTS 2102392 GRANTS APPROVED FOR FUTURE PAYMENT 75000 DEFERRED EXCISE TAX LIABILITY 151659 211814 ACCRUED FEDERAL EXCISE TAX 6658 GRANT MAKING EXPENSE 129076 150589 INVESTMENT ADVISORY FEES 124702 124702 ADVISORY COMMITTEE FEES 9750 9750 OUTSIDE CONTRACT SERVICES 4500 4500 CONTRACT SERVICES - OTHER 644 FOREIGN TAXES 4341 4341 FEDERAL EXCISE TAX 40423 DEFERRED FEDERAL EXCISE TAX EXPE 60155