GREATER LOWELL COMMUNITY FOUNDATION INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
GREATER LOWELL COMMUNITY FOUNDATION INC (EIN 04-3401997)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-06
IRS object ID
202111269349301836
Schema version
2020v4.0
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)
Return2021-05-06T14:01:14-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Line11115 WESTFORD STREET 3RD FLOORAddressLine1Txt
CityLOWELLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP018512701ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-05-06SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD B DIONNEPreparerPersonNm
PTINP00142882PTIN
Phone9784522500PhoneNum
Preparation2021-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$19,225,022GrossReceiptsAmt
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 Body25VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee9TotalEmployeeCnt
Total Volunteers80TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$2,993,922PYContributionsGrantsAmt
CY Contributions Grants$6,588,653CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$996,325PYInvestmentIncomeAmt
CY Investment Income$1,818,284CYInvestmentIncomeAmt
PY Other Revenue-$3,132PYOtherRevenueAmt
CY Other Revenue-$4,366CYOtherRevenueAmt
PY Total Revenue$3,987,115PYTotalRevenueAmt
CY Total Revenue$8,402,571CYTotalRevenueAmt
PY Grants And Similar Paid$1,615,618PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,360,583CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$634,117PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$690,271CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$230,661CYTotalFundraisingExpenseAmt
PY Other Expenses$704,725PYOtherExpensesAmt
CY Other Expenses$952,674CYOtherExpensesAmt
PY Total Expenses$2,954,460PYTotalExpensesAmt
CY Total Expenses$6,003,528CYTotalExpensesAmt
PY Revenues Less Expenses$1,032,655PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,399,043CYRevenuesLessExpensesAmt
Total Assets BOY$43,138,462TotalAssetsBOYAmt
Total Assets EOY$50,953,660TotalAssetsEOYAmt
Total Liabilities BOY$5,677,078TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,835,786TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$37,461,384NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$44,117,874NetAssetsOrFundBalancesEOYAmt
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$5,568,836ExpenseAmt
Grant$4,360,583GrantAmt
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$5,568,836TotalProgramServiceExpensesAmt
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 OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
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 Document42IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee9EmployeeCnt
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 Members25GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
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 (28 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)$149,595$0$2,662
HOWARD H AMIDON
VP FOR PHILA40.00$103,129$0$24,321Yes (X)
JENNIFER ARADHYA
VP OF MARKET40.00$105,073$0$7,497Yes (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)
JAMES C SHANNON III CPA
DIRECTOR5.00$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)
ATTY MATTHEW C 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)
BEN JAMES
DIRECTOR5.00$0$0$0Yes (X)
STEVEN JONCAS
DIRECTOR5.00$0$0$0Yes (X)
MICHAEL R KING
TREASURER5.00Yes (X)$0$0$0Yes (X)
LIANNA KUSHI
DIRECTOR5.00$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)
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$357,797TotalReportableCompFromOrgAmt
Total Other Compensation$34,480TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$22,490FundraisingAmt
Government Grants$95,100GovernmentGrantsAmt
All Other Contributions$6,471,063AllOtherContributionsAmt
Noncash Contributions$93,271NoncashContributionsAmt
Total Contributions$6,588,653TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$745,282TotalRevenueColumnAmt
Exclusion$745,282ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$11,891,087SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$10,818,085SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,073,002SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,073,002TotalRevenueColumnAmt
Exclusion$1,073,002ExclusionAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$22,490ContriRptFundraisingEventAmt
Fundraising Direct Expenses$4,366FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$4,366TotalRevenueColumnAmt
Exclusion-$4,366ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,402,571TotalRevenueColumnAmt
Exclusion$1,813,918ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,820,696TotalAmt
Program Services$3,820,696ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$514,369TotalAmt
Program Services$514,369ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$25,518TotalAmt
Program Services$25,518ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$160,448TotalAmt
Program Services$64,179ProgramServicesAmt
Management And General$16,045ManagementAndGeneralAmt
Fundraising$80,224FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$436,522TotalAmt
Program Services$260,889ProgramServicesAmt
Management And General$89,904ManagementAndGeneralAmt
Fundraising$85,729FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$44,849TotalAmt
Program Services$24,067ProgramServicesAmt
Management And General$8,383ManagementAndGeneralAmt
Fundraising$12,399FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$48,452TotalAmt
Program Services$24,710ProgramServicesAmt
Management And General$8,237ManagementAndGeneralAmt
Fundraising$15,505FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$161TotalAmt
Management And General$161ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$28,000TotalAmt
Management And General$28,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$221,541TotalAmt
Program Services$221,541ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$449,614TotalAmt
Program Services$429,727ProgramServicesAmt
Management And General$19,887ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$22,237TotalAmt
Program Services$20,003ProgramServicesAmt
Management And General$2,234ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$40,593TotalAmt
Program Services$26,848ProgramServicesAmt
Management And General$2,064ManagementAndGeneralAmt
Fundraising$11,681FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,653TotalAmt
Program Services$2,996ProgramServicesAmt
Management And General$961ManagementAndGeneralAmt
Fundraising$1,696FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$51,877TotalAmt
Program Services$27,495ProgramServicesAmt
Management And General$8,819ManagementAndGeneralAmt
Fundraising$15,563FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,497TotalAmt
Program Services$4,497ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$41,166TotalAmt
Program Services$37,090ProgramServicesAmt
Management And General$4,076ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,799TotalAmt
Program Services$3,119ProgramServicesAmt
Management And General$240ManagementAndGeneralAmt
Fundraising$1,440FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUE AND SUBSCRIPTIONS$54,068$48,661$5,407
MISCELLANEOUS EXPENSE$9,086$9,086
BANK CHARGES & INTERNET C$5,717$5,717
ANNUAL REPORTS EXPENSE$5,287$5,287

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$8,378TotalAmt
Program Services$6,714ProgramServicesAmt
Management And General$527ManagementAndGeneralAmt
Fundraising$1,137FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,003,528TotalAmt
Program Services$5,568,836ProgramServicesAmt
Management And General$204,031ManagementAndGeneralAmt
Fundraising$230,661FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$910,786BOYAmt
EOY$1,800,845EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$675,577BOYAmt
EOY$1,562,487EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$90,901BOYAmt
EOY$61,091EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$469BOYAmt
EOY$227,969EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$20,791BOYAmt
EOY$11,713EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$54,456LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$54,456LandBldgEquipAccumDeprecAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$41,171,175BOYAmt
EOY$47,051,950EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$268,763BOYAmt
EOY$237,605EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$43,138,462BOYAmt
EOY$50,953,660EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$70,704BOYAmt
EOY$71,522EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$5,225BOYAmt
EOY$57,355EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,601,149BOYAmt
EOY$6,706,909EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,677,078BOYAmt
EOY$6,835,786EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$32,583,781BOYAmt
EOY$38,235,778EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,877,603BOYAmt
EOY$5,882,096EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$37,461,384BOYAmt
EOY$44,117,874EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$43,138,462BOYAmt
EOY$50,953,660EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,399,043ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,626,107NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$368,660OtherChangesInNetAssetsAmt
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$875,022CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,886,938CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,162,012CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,993,922CurrentTaxYearMinus1YearAmt
Current Tax Year$4,427,623CurrentTaxYearAmt
Total$13,345,517TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$875,022CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,886,938CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,162,012CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,993,922CurrentTaxYearMinus1YearAmt
Current Tax Year$4,427,623CurrentTaxYearAmt
Total$13,345,517TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,680,355SubstantialContributorsTotAmt
Public Support Total170$11,665,162PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$518,030CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$798,591CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$725,994CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$732,010CurrentTaxYearMinus1YearAmt
Current Tax Year$745,282CurrentTaxYearAmt
Total$3,519,907TotalAmt
FieldValueIRS element (for citing)
Total Support$16,865,424TotalSupportAmt
Public Support CY1700.69170PublicSupportCY170Pct
Public Support PY1700.66980PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSUPPORTING SCHEDULEFormAndLineReferenceDesc
ExplanationMA COVID-19 RELIEF FUND 2,161,030ExplanationTxt

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 Held57DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$6,687,552DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$369,464DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$8,443,636DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$28,193,496BeginningYearBalanceAmt
Contributions$1,193,439ContributionsAmt
Investment Earnings Or Losses$5,481,954InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,341,021GrantsOrScholarshipsAmt
Other Expenditures$592,251OtherExpendituresAmt
End Year Balance$32,935,617EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,757,232BeginningYearBalanceAmt
Contributions$346,324ContributionsAmt
Investment Earnings Or Losses$1,543,219InvestmentEarningsOrLossesAmt
Grants Or Scholarships$834,586GrantsOrScholarshipsAmt
Other Expenditures$618,693OtherExpendituresAmt
End Year Balance$28,193,496EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.86300BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.03990PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.09710TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$54,456OtherCostOrOtherBasisAmt
Depreciation$54,456DepreciationAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
AGENCY ENDOWMENT$6,090,568
FISCAL AGENCY FUNDS$374,699
LIABILITIES UNDER OPERATING LEASE$239,745
SPLIT INTEREST AGREEMENTS$1,897
FieldValueIRS element (for citing)
Total Liability$6,706,909TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$12,364,340TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$4,626,107NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$2,747DonatedServicesAndUseFcltsAmt
Other Revenue$4,366OtherRevenueAmt
Revenue Not Reported$4,633,220RevenueNotReportedAmt
Revenue Subtotal$7,731,120RevenueSubtotalAmt
Investment Expenses Not Incld$221,541InvestmentExpensesNotIncldAmt
Other Revenues Not Included$449,910OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$671,451RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,402,571TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,707,850TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$2,747DonatedServicesUseFcltsAmt
Other Expenses Included$4,366OtherExpensesIncludedAmt
Expenses Not Reported$7,113ExpensesNotReportedAmt
Expenses Subtotal$5,700,737ExpensesSubtotalAmt
Investment Expenses Not Incld2$221,541InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$81,250OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$302,791ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$6,003,528TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 3, PART XTHE ORGANIZATION, INCORPORATED UNDER CHAPTER 180 OF THE MASSACHUSETTS GENERAL LAWS AS A TAX EXEMPT ENTITY, HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER INTERNAL REVENUE CODE (IRC) SOLUTION 501(C)(3) AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION 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. THE ORGANIZATION IS REQUIRED BY FASB ASC 740-10 TO EVALUATE AND DISCLOSE TAX POSITIONS THAT COULD HAVE AN EFFECT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION REPORTS ITS ACTIVITIES TO THE INTERNAL REVENUE SERVICE AND TO THE COMMONWEALTH OF MASSACHUSETTS ON AN ANNUAL BASIS. THESE INFORMATIONAL RETURENS ARE GENERALLY SUBJECT TO AUDIT AND REVIEW BY THE GOVERNMENTAL AGENCIES FOR A PERIOD OF THREE YEARS AFTER FILING. SUBSTANTIALLY ALL OF THE ORGANIZATION'S INCOME, EXPENDITURES AND ACTIVITIES RELATE TO ITS EXEMPT PURPOSE. THEREFORE, MANAGEMENT HAS DETERMINED THAT THE ORGANIZATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAXES AND WILL CONTINUE TO QUALIFY AS A TAX EXEMPT NOT-FOR-PROFIT ENTITY.
SCHEDULE D, PAGE 4, PART XI, LINE 2DFUNDRAISING EXPENSES 4,366
SCHEDULE D, PAGE 4, PART XI, LINE 4BCONTRIBUTIONS TO AGENCY ENDOWMENT FUNDS 449,910
SCHEDULE D, PAGE 4, PART XII, LINE 2DFUNDRAISING EXPENSES 4,366
SCHEDULE D, PAGE 4, PART XII, LINE 4BGRANTS FROM AGENCY ENDOWMENT FUNDS 81,250

Schedule F IRS990ScheduleF

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
Purpose Of GrantPROGRAM SUPPORTPurposeOfGrantTxt
Cash Grant$25,518CashGrantAmt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE F, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationTHERE IS A REPORT DUE IN THE FOLLOWING YEAR TO EXPLAIN THE USE OF THE FUNDS.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1CELEBRATE GIVINEvent1Nm
Gross Receipts Event1$22,490GrossReceiptsEvent1Amt
Charitable Contri Event1$22,490CharitableContriEvent1Amt
Other Direct Expenses Event1$4,366OtherDirectExpensesEvent1Amt
Gross Receipts Total$22,490GrossReceiptsTotalAmt
Charitable Contributions Tot$22,490CharitableContributionsTotAmt
Oth Direct Expnss Total Events$4,366OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$4,366DirectExpenseSummaryEventsAmt
Net Income Summary-$4,366NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (105 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
AARON'S PRESENTS
180 MAIN STREETANDOVERMA01810464010444501C3$24,000GENERAL SUPPORT
ACRE FAMILY CHILD CARE
55 MIDDLE ST 5TH FL STE 500LOWELLMA01852043036200501C3$5,988GENERAL SUPPORT
ADVOCATES
1881 WORCESTER ROADFRAMINGHAMMA01701237451423501C3$6,670GENERAL SUPPORT
ALTERNATIVE HOUSE INC
PO BOX 2100LOWELLMA01851042661054501C3$30,213GENERAL SUPPORT
ASIAN TASK FORCE AGAINST DOMESTIC V
PO BOX 120108 105 CHAUNCY STREETBOSTONMA02112043103354501C3$58,900GENERAL SUPPORT
AYER FIRE DEPARTMENT
1 W MAIN STREETAYERMA01432046001078501C3$6,670GENERAL SUPPORT
BILLERICA COMMUNITY PANTRY INC
PO BOX 285BILLERICAMA01821825437083501C3$10,000GENERAL SUPPORT
BOWDOIN COLLEGE
5300 COLLEGE STREETBRUNSWICKME04011501C3$7,500GENERAL SUPPORT
BOYS & GIRLS CLUB OF GREATER LOWELL
657 MIDDLESEX STLOWELLMA01851042104396501C3$104,950GENERAL SUPPORT
BRIDGING INDEPENDENT LIVING TOGETHE
9 STATE STREETLOWELLMA01852834538320501C3$6,000GENERAL SUPPORT
BUDGET BUDDIES INC
114 TURNPIKE ROAD SUITE 2DCHELMSFORDMA01824900688545501C3$37,000GENERAL SUPPORT
CAMBODIAN MUTUAL ASSISTANCE ASSOCIA
465 SCHOOL STREETLOWELLMA01851222553560501C3$108,000GENERAL SUPPORT
CATHOLIC SCHOOLS FOUNDATION INC
67 BATTERYMARCH ST 6TH FLBOSTONMA02110222485502501C3$10,000GENERAL SUPPORT
CATIES CLOSET INC
19 SCHOOL STREETDRACUTMA01826272531953501C3$51,000GENERAL SUPPORT
CENTER FOR HOPE AND HEALING INC
21 GEORGE STREET SUITE 400LOWELLMA01852042732721501C3$61,750GENERAL SUPPORT
CHALLENGE UNLIMITED INC AT IRONST
450 LOWELL STANDOVERMA01810222888189501C3$11,000GENERAL SUPPORT
CHELMSFORD COMMUNITY EXCHANGE
PO BOX 394CHELMSFORDMA01824043194006501C3$10,000GENERAL SUPPORT
CLEAR PATH FOR VETERANS NEW ENGLAND
84 ANTIETAM STDEVENSMA01434820681735501C3$9,000GENERAL SUPPORT
COALITION FOR A BETTER ACRE INC (
517 MOODY ST FL 3LOWELLMA01824042760272501C3$102,000GENERAL SUPPORT, DIY
COMMUNITY DAY CARE CENTER OF LAWREN
190 HAMPSHIRE STREETLAWRENCEMA01840042473133501C3$15,000GENERAL SUPPORT
COMMUNITY TEAMWORK INC (CTI)
155 MERRIMACK ST 2ND FLLOWELLMA01852042382027501C3$492,150GENERAL SUPPORT
CULTIVATE CARE FARMS
401 MAIN STREETBOLTONMA01740821121266501C3$8,338GENERAL SUPPORT
CULTURAL ORGANIZATION OF LOWELL (CO
250 JACKSON STREET SUITE 402LOWELLMA01852043579969501C3$9,106GENERAL SUPPORT
D'YOUVILLE FOUNDATION
981 VARNUM AVENUELOWELLMA01854912055004501C3$6,750GENERAL SUPPORT
DIGNITY MATTERS INC
PO BOX 72WAYAMDMA01778814572839501C3$23,860GENERAL SUPPORT
DWELLING HOUSE OF HOPE
125 MT HOPE STLOWELLMA01854352374752501C3$23,500GENERAL SUPPORT
ELDER SERVICES OF THE MERRIMACK VAL
280 MERRIMACK STREET SUITE 400LAWRENCEMA01843042545136501C3$145,000GENERAL SUPPORT
ELEVATE NEW ENGLAND INC
403 ANDOVER STREETLOWELLMA01852812111126501C3$10,000GENERAL SUPPORT
ELIOT PRESBYTERIAN CHURCH
273 SUMMER STREETLOWELLMA01852501C3$33,500
FRIENDS OF LOWELL HIGH SCHOOL INC
PO BOX 1264LOWELLMA01853042670250501C3$6,122GENERAL SUPPORT
GAINING GROUND INC
341 VIRGINIA ROADCONCORDMA01742043083976501C3$31,293GENERAL SUPPORT
GIRLS INC OF GREATER LOWELL
220 WORTHEN STLOWELLMA01852042104401501C3$25,718GENERAL SUPPORT
GRANTS LESS 5000
$123,300
GREATER LOWELL FAMILY YMCA
35 YMCA DRIVELOWELLMA01852042104398501C3$19,000GENERAL SUPPORT
GREATER LOWELL HEALTH ALLIANCE
55 TECHONLOGY DRIVELOWELLMA01851270408037501C3$25,000GENERAL SUPPORT
HABITAT FOR HUMANITY OF GREATER LOW
68 TADMUCK ROAD SUITE 1WESTFORDMA01886043123186501C3$7,069GENERAL SUPPORT
HOUSE OF HOPE INC
812 MERRIMACK STLOWELLMA01854042867965501C3$74,047GENERAL SUPPORT
INCOMPASS HUMAN SERVICES
4 OMNI WAYCHELMSFORDMA01824046111877501C3$32,231GENERAL SUPPORT
INTERNATIONAL INSTITUTE OF NEW ENGL
2 BOYLSTON ST FL 3BOSTONMA01216042104325501C3$118,700GENEAL SUPPORT
INTO ACTION RECOVERY INC
20 FOX RUNTEWKSBURYMA01876473287687501C3$6,500GENERAL SUPPORT
KIDS IN TECH INC
PO BOX 9057LOWELLMA01854813311916501C3$10,000GENERAL SUPPORT
LIFE CONNECTION CENTER INC
192 APPLETON STLOWELLMA01852471339554501C3$46,150GENERAL SUPPORT
LOAVES & FISHES FOOD PANTRY INC
PO BOX 1AYERMA01432010726924501C3$14,338GENERAL SUPPORT
LOWELL ASSOCIATION FOR THE BLIND
169 MERRIMACK STREET 2ND FLLOWELLMA01852042199874501C3$10,630GENERAL SUPPORT
LOWELL CATHOLIC HIGH SCHOOL
530 STEVENS STLOWELLMA01851042563657501C3$89,897GENERAL SUPPORT
LOWELL COMMUNITY HEALTH CENTER (LCH
161 JACKSON STLOWELLMA01852042881348501C3$166,642GENERAL SUPPORT
LOWELL COUNCIL ON AGING
276 BROADWAY STREETLOWELLMA01854046001396501C3$5,500GENERAL SUPPORT
LOWELL FESTIVAL FOUNDATION
PO BOX 217LOWELLMA01853042578293501C3$15,000GENERAL SUPPORT
LOWELL GENERAL HOSPITAL
295 VARNUM AVENUELOWELLMA01854042103590501C3$10,000GENERAL SUPPORT
LOWELL GENERAL HOSPITAL
295 VARNUM AVENUELOWELLMA01854042103590501C3$33,494GENERAL SUPPORT
LOWELL HOUSE INC
101 JACKSON STREETLOWELLMA01852237110106501C3$41,000GENERAL SUPPORT
LOWELL PARKS & CONSERVATION TRUST
660 SUFFOLK STREET SUITE 120LOWELLMA01854223070912501C3$28,767GENERAL SUPPORT
LOWELL TELECOMMUNICATIONS CORP
246 MARKET STREETLOWELLMA01852043179126501C3$6,500GENERAL SUPPORT
LOWELL TRANSITIONAL LIVING CENTER
205-209 MIDDLESEX STLOWELLMA01852042933012501C3$58,026GENERAL SUPPORT
MASSACHUSETTS ALLIANCE OF PORTUGUES
1046 CAMBRIDGE STREETCAMBRIDGEMA02139042596270501C3$48,500GENERAL SUPPORT
MASSACHUSETTS COALITION FOR THE HOM
73 BUFFUM STREETLYNNMA01902222599662501C3$5,275GENERAL SUPPORT
MASSACHUSETTS DOWN SYNDROME CONGRES
20 BURLINGTON MALL RD STE 261BURLINGTONMA01803222596246501C3$8,185GENERAL SUPPORT
MASSACHUSETTS MILITARY SUPPORT FOUN
1015 S INNER ROADBUZZARDS BAYMA02452821605363501C3$20,000GENERAL SUPPORT
MEGAN HOUSE FOUNDATION INC
100 MERRIMACK STREET SUITE 301DLOWELLMA01852473503719501C3$24,900GENERAL SUPPORT
MERRIMACK REPERTORY THEATRE INC (
132 WARREN STREETLOWELLMA01852042664784501C3$91,379GENERAL SUPPORT
MERRIMACK VALLEY FOOD BANK INC
PO BOX 8638LOWELLMA01853223241609501C3$61,704GENERAL SUPPORT
MERRIMACK VALLEY HOUSING PARTNERSHI
PO BOX 1042LOWELLMA01853042950316501C3$33,670GENERAL SUPPORT
MIDDLESEX COMMUNITY COLLEGE
33 KEARNEY SQLOWELLMA01852042973384GOV$28,067PROGRAM SUPPORT
MIDDLESEX COMMUNITY COLLEGE FOUNDAT
591 SPRINGS ROADBEDFORDMA01730042973384501C3$30,500PROGRAM SUPPORT
MILL CITY GROWS
650 SUFFOLK STREET SUITE G10LOWELLMA01854472096070501C3$70,613GENERAL SUPPORT
MINUTE MAN ARC FOR HUMAN SERVICES
35 FOREST RIDGE ROADCONCORDMA01742042269230501C3$55,000GENERAL SUPPORT
MINUTEMAN SENIOR SERVICES
26 CROSBY DRIVEBEDFORDMA01730042587212501C3$18,750GENERAL SUPPORT
MINUTEMAN SENIOR SERVICES
26 CROSBY DRIVEBEDFORDMA01730042587212501C3$46,000GENERAL SUPPORT
NATURE CONNECTION INC
40 STOW STREET SUITE 123CONCORDMA01742042652021501C3$7,300GENERAL SUPPORT
NEW ENGLAND FORESTRY FOUNDATION IN
PO BOX 1346LITTLETONMA01460042024022501C3$10,467GENERAL SUPPORT
NEW ENGLAND QUILT MUSEUM
18 SHATTUCK STREETLOWELLMA01852042971424501C3$61,416GENERAL SUPPORT
NORTH STAR FAMILY SERVICES INC
758 MAIN STREETLEOMINSTERMA01453030387748501C3$6,254GENERAL SUPPORT
ONE CAN HELP
PO BOX 55WABANMA02468204281579501C3$8,000GENERAL SUPPORT
OPEN PANTRY OF GREATER LOWELL INC
13 HURD STLOWELLMA01852222474729501C3$26,483GENERAL SUPPORT
OUR FATHER'S HOUSE
199 SUMMER STFITCHBURGMA01420222515061501C3$6,670GENERAL SUPPORT
PCEA NEEMA CHURCH INC
201 COBURN STREETLOWELLMA01850465223887501C3$12,000GENERAL SUPPORT
PEOPLE HELPING PEOPLE INC
10 SAINT MARKS ROADBURLINGTONMA01803043014567501C3$16,800GENERAL SUPPORT
PEPPERELL AID FROM COMMUNITY TO HOM
1 MAIN STREETPEPPERELLMA01463371560964501C3$12,000GENERAL SUPPORT
PHILANTHROPY MASSACHUSETTS
133 FEDERAL STREET SUITE 802BOSTONMA02110042457605501C3$10,000GENERAL SUPPORT
POWER OF FLOWERS PROJECT
365 EAST STREET PO BOX 294TEWKSBURYMA01876461082544501C3$8,034GENERAL SUPPORT
PROJECT LEARN INC
8 KIRK ST 2ND FLOORLOWELLMA01852044885366501C3$21,040GENERAL SUPPORT
PROVISION MINISTRY INC
7 THOMAS NEWTON DRIVEWESTBOROUGHMA01581815481524501C3$7,000GENERAL SUPPORT
RECREATIONAL ADULT RESOURCE ASSOCIA
295 HIGH STREETLOWELLMA01852237102772501C3$14,563GENERAL SUPPORT
RISE ABOVE FOUNDATION INC
PO BOX 174NORTHBRIDGEMA01534271409946501C3$7,500GENERAL SUPPORT
SAINT ANTHONY PARISH
893 CENTRAL STLOWELLMA01852501C3$25,000GENERAL SUPPORT
SEVEN HILLS EXTENDED CARE AT GROTON
81 HOPE AVENUEWORCESTERMA01603200172796501C3$11,891GENERAL SUPPORT
SOUTH SUDANESE ENRICHMENT FOR FAMIL
PO BOX 492LINCOLNMA01773432043910501C3$6,325GENERAL SUPPORT
ST JEANNE D'ARC SCHOOL
68 DRACUT STREETLOWELLMA01854273969233501C3$5,500GENERAL SUPPORT
ST PAUL'S SOUP KITCHEN INC
273 SUMMER STREETLOWELLMA01853203567246501C3$12,500GENERAL SUPPORT
ST VINCENT DE PAUL SOCIETY
18 CANTON STREETSTOUGHTONMA02072135562362501C3$10,618GENERAL SUPPORT
STRONGWATER FARM THERAPEUTIC EQUEST
500 LIVINGSTON STREETTEWKSBURYMA01876043436653501C3$8,000GENERAL SUPPORT
TROUBLED WATER INC
1480 BROADWAY ROADDRACUTMA01826831319383501C3$10,650GENERAL SUPPORT
TROUT UNLIMITED
1777 NORTH KENT SUITE 100ARLINGTONVA22209381612715501C3$8,052GENERAL SUPPORT
TRUSTEES OF TUFTS UNIVERSITY
150 HARRISON AVENUEBOSTONMA02111501C3$49,370GENERAL SUPPORT
UMASS LOWELL - ADVANCEMENT OFFICE
1 PERKINS STREETLOWELLMA01854GOV$116,050GENERAL SUPPORT
UNITED WAY OF MA BAY & MERRIMACK VA
9 CHANNEL CENTER SUITE 500BOSTONMA02210042382233501C3$12,065GENERAL SUPPORT
UNIVERSITY OF MASSACHUSETTS FOUNDAT
1 PERKINS STREETLOWELLMA01854046013152501C3$25,000GENERAL SUPPORT
UTECINC
15 WARREN ST STE 3LOWELLMA01852383669532501C3$134,176GENERAL SUPPORT
VIRGINIA THURSTON HEALING GARDEN I
145 BOLTON ROADHARVARDMA01451043522717501C3$5,169GENERAL SUPPORT
VNA CARE NETWORK INC
2352 MAIN STREET SUITE 205WEST CONCORDMA01742042103825501C3$8,000GENERAL SUPPORT
WAYSIDE YOUTH & FAMILY SUPPORT NETW
1 FREDERICK ABBOTT WAYFRAMINGHAMMA01701042630450501C3$21,000GENERAL SUPPORT
WESTFORD FOOD PANTRY
20 PLEASANT STREETWESTFORDMA01886832232676501C3$12,000GENERAL SUPPORT
WHISTLER HOUSE MUSUEM OF ART
243 WORTHEN STREETLOWELLMA01852042428837501C3$54,491GENERAL SUPPORT
WISH PROJECT INC
PO BOX 8693LOWELLMA01853203249145501C3$44,500GENERAL SUPPORT
YWCA OF LOWELL
97 CENTRAL STREET SUITE 302LOWELLMA01852042105876501C3$29,500GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org131Total501c3OrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
SCHOLARSHIPS FOR TUITION276$507,769
CHARITABLE GIFT ANNUITY1$6,600

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. ALL OTHER GRANTS WE DO NOT HAVE A SPECIFIC FINAL REPORT DUE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
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$149,595BaseCompensationFilingOrgAmt
Nontaxable Benefits Filing Org$2,662NontaxableBenefitsFilingOrgAmt
Total Compensation Filing Org$152,257TotalCompensationFilingOrgAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$93,271NoncashContributionsRptF990Amt
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 4,366 CONTRIBUTIONS TO AGENCY ENDOWMENT FUNDS -449,910 FUNDRAISING EXPENSES -4,366 GRANTS FROM AGENCY ENDOWMENT FUNDS 81,250 TOTAL -368,660

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