GREATER LOWELL COMMUNITY FOUNDATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GREATER LOWELL COMMUNITY FOUNDATION INC (EIN 04-3401997)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-13
- IRS object ID
- 202031349349301748
- Schema version
- 2019v5.0
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-13T14:57:56-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 1115 WESTFORD STREET 3RD FLOOR | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018512701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043401997 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER LOWELL COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREA | BusinessNameControlTxt |
| Phone | 9789701600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRIMACK STREET | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01851 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHESTER SZABLAK | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 9789701600 | PhoneNum |
| Signature | 2020-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAYNE A ANDREWS | PreparerPersonNm |
| PTIN | P00514653 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2020-05-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.198.108.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-13 | IPDt |
| IP Tm | 14:57:56 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 27296573BCA506A31D42A34B522ED4BCF0E9AEFA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C33C7E6F05A554F4E3769D7435645533886D595D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES F LINNEHAN JR ESQ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRIMACK STREET | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,223,465 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GLCFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE 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 Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 44 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,162,012 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,993,922 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,139,379 | PYInvestmentIncomeAmt |
| CY Investment Income | $996,325 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$3,626 | PYOtherRevenueAmt |
| CY Other Revenue | -$3,132 | CYOtherRevenueAmt |
| PY Total Revenue | $6,297,765 | PYTotalRevenueAmt |
| CY Total Revenue | $3,987,115 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,405,175 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,615,618 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $543,260 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $634,117 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $224,094 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $778,103 | PYOtherExpensesAmt |
| CY Other Expenses | $704,725 | CYOtherExpensesAmt |
| PY Total Expenses | $3,726,538 | PYTotalExpensesAmt |
| CY Total Expenses | $2,954,460 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,571,227 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,032,655 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,060,161 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,138,462 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,986,496 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,677,078 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $31,073,665 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $37,461,384 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,553,545 | ExpenseAmt |
| Grant | $1,615,618 | GrantAmt |
| Desc | DISTRIBUTING 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 | $2,553,545 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9789701600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRIMACK STREET | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| JAMES F LINNEHAN JR ESQ | |||||||
| PRESIDENT & | 40.00 | Yes (X) | $144,180 | $0 | $6,098 | ||
| HOWARD H AMIDON | |||||||
| VP FOR PHILA | 40.00 | $102,577 | $0 | $25,759 | Yes (X) | ||
| ATTY ANDREA S BATCHELDER | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| SUSANNE BEATON | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| BRIAN J STAFFORD CPA | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| CHARLES H COMTOIS CPA | |||||||
| ASSISTANT TR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JAMES C SHANNON III CPA | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| JAY STEPHENS CPA | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| BRIAN L CHAPMAN | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| JOHN P CHEMALY | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| YUN-JU CHOI | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| ATTY MATTHEW C DONAHUE | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| KAREN FREDERICK | |||||||
| VICE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ERIC P HEALY | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| BEN JAMES | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| STEVEN JONCAS | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL R KING | |||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LIANNA KUSHI | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| ANDREW S MACEY | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| PATTI MASON | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| GLENN MELLO | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| SHEILA OCH | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| DOROTHY CHEN-COURTIN PHD | |||||||
| CLERK | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JUANCARLOS RIVERA | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| CHESTER SZABLAK | |||||||
| BOARD CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| NIKI TSONGAS | |||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $246,757 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $31,857 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $5,725 | FundraisingAmt |
| All Other Contributions | $2,988,197 | AllOtherContributionsAmt |
| Noncash Contributions | $260,733 | NoncashContributionsAmt |
| Total Contributions | $2,993,922 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $732,010 | TotalRevenueColumnAmt |
| Exclusion | $732,010 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,487,748 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,223,433 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $264,315 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $264,315 | TotalRevenueColumnAmt |
| Exclusion | $264,315 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $9,785 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $5,725 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $12,917 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,132 | TotalRevenueColumnAmt |
| Exclusion | -$3,132 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,987,115 | TotalRevenueColumnAmt |
| Exclusion | $993,193 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,318,830 | TotalAmt |
| Program Services | $1,318,830 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,788 | TotalAmt |
| Program Services | $296,788 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,399 | TotalAmt |
| Program Services | $59,276 | ProgramServicesAmt |
| Management And General | $14,941 | ManagementAndGeneralAmt |
| Fundraising | $73,182 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $382,046 | TotalAmt |
| Program Services | $229,706 | ProgramServicesAmt |
| Management And General | $80,451 | ManagementAndGeneralAmt |
| Fundraising | $71,889 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,535 | TotalAmt |
| Program Services | $32,913 | ProgramServicesAmt |
| Management And General | $10,972 | ManagementAndGeneralAmt |
| Fundraising | $20,650 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,137 | TotalAmt |
| Program Services | $20,470 | ProgramServicesAmt |
| Management And General | $6,823 | ManagementAndGeneralAmt |
| Fundraising | $12,844 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,409 | TotalAmt |
| Management And General | $6,409 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,500 | TotalAmt |
| Management And General | $16,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,904 | TotalAmt |
| Program Services | $211,904 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,979 | TotalAmt |
| Management And General | $4,979 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,541 | TotalAmt |
| Program Services | $24,747 | ProgramServicesAmt |
| Management And General | $2,794 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,498 | TotalAmt |
| Program Services | $15,369 | ProgramServicesAmt |
| Management And General | $1,162 | ManagementAndGeneralAmt |
| Fundraising | $6,967 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,217 | TotalAmt |
| Program Services | $2,765 | ProgramServicesAmt |
| Management And General | $887 | ManagementAndGeneralAmt |
| Fundraising | $1,565 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,103 | TotalAmt |
| Program Services | $26,555 | ProgramServicesAmt |
| Management And General | $8,517 | ManagementAndGeneralAmt |
| Fundraising | $15,031 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,648 | TotalAmt |
| Program Services | $14,648 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,019 | TotalAmt |
| Program Services | $80,269 | ProgramServicesAmt |
| Management And General | $10,080 | ManagementAndGeneralAmt |
| Fundraising | $670 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,336 | TotalAmt |
| Program Services | $802 | ProgramServicesAmt |
| Management And General | $133 | ManagementAndGeneralAmt |
| Fundraising | $401 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,897 | TotalAmt |
| Program Services | $3,183 | ProgramServicesAmt |
| Management And General | $245 | ManagementAndGeneralAmt |
| Fundraising | $1,469 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSE | $147,173 | $147,173 | ||
| DUE AND SUBSCRIPTIONS | $25,562 | $23,006 | $2,556 | |
| PRINTING AND REPRODUCTION | $16,528 | $15,629 | $899 | |
| POSTAGE | $10,967 | $7,333 | $564 | $3,070 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,444 | TotalAmt |
| Program Services | $22,179 | ProgramServicesAmt |
| Management And General | $7,909 | ManagementAndGeneralAmt |
| Fundraising | $16,356 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,954,460 | TotalAmt |
| Program Services | $2,553,545 | ProgramServicesAmt |
| Management And General | $176,821 | ManagementAndGeneralAmt |
| Fundraising | $224,094 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,116,434 | BOYAmt |
| EOY | $910,786 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,017 | BOYAmt |
| EOY | $675,577 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,000 | BOYAmt |
| EOY | $90,901 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $469 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,205 | BOYAmt |
| EOY | $20,791 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $54,456 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $54,456 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,336 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,759,169 | BOYAmt |
| EOY | $41,171,175 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $268,763 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,060,161 | BOYAmt |
| EOY | $43,138,462 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,000 | BOYAmt |
| EOY | $70,704 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,000 | BOYAmt |
| EOY | $5,225 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,942,496 | BOYAmt |
| EOY | $5,601,149 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,986,496 | BOYAmt |
| EOY | $5,677,078 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,140,538 | BOYAmt |
| EOY | $32,583,781 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,933,127 | BOYAmt |
| EOY | $4,877,603 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,073,665 | BOYAmt |
| EOY | $37,461,384 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,060,161 | BOYAmt |
| EOY | $43,138,462 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,032,655 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,916,460 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$561,396 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $961,625 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $875,022 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,886,938 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,162,012 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,993,922 | CurrentTaxYearAmt |
| Total | $9,879,519 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $961,625 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $875,022 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,886,938 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,162,012 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,993,922 | CurrentTaxYearAmt |
| Total | $9,879,519 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,026,570 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,852,949 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $562,484 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $518,030 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $798,591 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $725,994 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $732,010 | CurrentTaxYearAmt |
| Total | $3,337,109 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,216,628 | TotalSupportAmt |
| Public Support CY170 | 0.66980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67060 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SUPPORTING SCHEDULE | FormAndLineReferenceDesc |
| Explanation | SECURITIES 0 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 70 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $680,608 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $398,901 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $7,530,544 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,742,579 | BeginningYearBalanceAmt |
| Contributions | $755,539 | ContributionsAmt |
| Investment Earnings Or Losses | $6,764,942 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,365,679 | GrantsOrScholarshipsAmt |
| Other Expenditures | $793,124 | OtherExpendituresAmt |
| End Year Balance | $35,104,257 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,935,617 | BeginningYearBalanceAmt |
| Contributions | $1,124,380 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,805,910 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,598,973 | GrantsOrScholarshipsAmt |
| Other Expenditures | $912,535 | OtherExpendituresAmt |
| End Year Balance | $29,742,579 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,193,496 | BeginningYearBalanceAmt |
| Contributions | $1,193,439 | ContributionsAmt |
| Investment Earnings Or Losses | $5,481,954 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,341,021 | GrantsOrScholarshipsAmt |
| Other Expenditures | $592,251 | OtherExpendituresAmt |
| End Year Balance | $32,935,617 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,757,232 | BeginningYearBalanceAmt |
| Contributions | $346,324 | ContributionsAmt |
| Investment Earnings Or Losses | $1,543,219 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $834,586 | GrantsOrScholarshipsAmt |
| Other Expenditures | $618,693 | OtherExpendituresAmt |
| End Year Balance | $28,193,496 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,312,184 | BeginningYearBalanceAmt |
| Contributions | $5,431,253 | ContributionsAmt |
| Investment Earnings Or Losses | -$235,037 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,150,808 | GrantsOrScholarshipsAmt |
| Other Expenditures | $600,360 | OtherExpendituresAmt |
| End Year Balance | $27,757,232 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.86580 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.13420 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,456 | OtherCostOrOtherBasisAmt |
| Depreciation | $54,456 | DepreciationAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY ENDOWMENT | $4,962,916 |
| FISCAL AGENCY FUNDS | $366,509 |
| LIABILITIES UNDER OPERATING LEASE | $269,827 |
| SPLIT INTEREST AGREEMENTS | $1,897 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,601,149 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,068,750 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,916,460 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $7,317 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $12,917 | OtherRevenueAmt |
| Revenue Not Reported | $5,936,694 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,132,056 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $211,904 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $643,155 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $855,059 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,987,115 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,681,031 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $7,317 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $12,917 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $20,234 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,660,797 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $211,904 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $81,759 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $293,663 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,954,460 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 3, PART X | THE 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) SECTION 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 RETURNS 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 2D | FUNDRAISING EXPENSES 12,917 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | CONTRIBUTIONS TO AGENCY ENDOWMENT FUNDS 643,155 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | FUNDRAISING EXPENSES 12,917 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | GRANTS FROM AGENCY ENDOWMENT FUNDS 81,759 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CELEBRATE GIVIN | Event1Nm |
| Gross Receipts Event1 | $15,510 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $5,725 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $9,785 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $9,785 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $3,132 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $15,510 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $5,725 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $9,785 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $9,785 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,132 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,917 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$3,132 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (59 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ZACK'S TEAM FOUNDATION INC | |||||||
| 50 TOWER FARM ROAD | BILLERICA | MA | 01821 | 465254298 | 501C3 | $5,200 | GENERAL SUPPORT |
| LOWELL ART ASSOCIATION | |||||||
| 243 WORTHEN STREET | LOWELL | MA | 01852 | 042428837 | 501C3 | $59,813 | GENERAL SUPPORT |
| VIRGINIA THURSTON HEALING GARDEN I | |||||||
| 145 BOLTON ROAD | HARVARD | MA | 01451 | 043522717 | 501C3 | $8,244 | GENERAL SUPPORT |
| UTECINC | |||||||
| 15 WARREN ST STE 3 | LOWELL | MA | 01852 | 383669532 | 501C3 | $58,735 | GENERAL SUPPORT |
| UMASS LOWELL - ADVANCEMENT OFFICE | |||||||
| 600 SUFFOLK ST STE 160 | LOWELL | MA | 01854 | GOV | $111,231 | GENERAL SUPPORT | |
| TROUT UNLIMITED | |||||||
| PO BOX 654 | PEPPERELL | MA | 01463 | 510225075 | 501C3 | $8,021 | GENERAL SUPPORT |
| TOWNSEND FIRE-EMS | |||||||
| 272 MAIN ST | TOWNSEND | MA | 01469 | GOV | $6,180 | GENERAL SUPPORT | |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 18 CANTON STREET | STOUGHTON | MA | 02072 | 501C3 | $10,573 | GENERAL SUPPORT | |
| SAINT ANTHONY PARISH | |||||||
| 893 CENTRAL ST | LOWELL | MA | 01852 | 501C3 | $7,000 | GENERAL SUPPORT | |
| RECREATIONAL ADULT RESOURCE ASSOCIA | |||||||
| 295 HIGH STREET | LOWELL | MA | 01852 | 237102772 | 501C3 | $14,249 | GENERAL SUPPORT |
| PROJECT LEARN INC | |||||||
| 8 KIRK ST 2ND FLOOR | LOWELL | MA | 01852 | 044885366 | 501C3 | $15,000 | GENERAL SUPPORT |
| OUR FATHER'S HOUSE | |||||||
| 199 SUMMER ST | FITCHBURG | MA | 01420 | 222515061 | 501C3 | $6,595 | GENERAL SUPPORT |
| OPEN PANTRY OF GREATER LOWELL INC | |||||||
| 13 HURD ST | LOWELL | MA | 01852 | 222474729 | 501C3 | $9,138 | GENERAL SUPPORT |
| OBLATE MISSION GUILD | |||||||
| 486 CHANDLER ST | TEWKSBURY | MA | 01876 | 501C3 | $5,131 | GENERAL SUPPORT | |
| NEW ENGLAND QUILT MUSEUM | |||||||
| 18 SHATTUCK STREET | LOWELL | MA | 01852 | 042971424 | 501C3 | $59,349 | GENERAL SUPPORT |
| NEW ENGLAND FORESTRY FOUNDATION IN | |||||||
| PO BOX 1346 | LITTLETON | MA | 01460 | 042024022 | 501C3 | $10,428 | GENERAL SUPPORT |
| NEW ENGLAND DAIRY & FOOD COUNCIL | |||||||
| 1034 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | 041661230 | 501C3 | $8,780 | GENERAL SUPPORT |
| NASHUA RIVER WATERSHED ASSOCIATION | |||||||
| 592 MAIN ST | GROTON | MA | 01450 | 237055674 | 501C3 | $5,615 | GENERAL SUPPORT |
| MILL CITY GROWS | |||||||
| 150 WESTERN AVE B MILL UNIT A | LOWELL | MA | 01852 | 472096070 | 501C3 | $23,998 | GENERAL SUPPORT |
| MIDDLESEX COMMUNITY COLLEGE | |||||||
| 33 KEARNEY SQ | LOWELL | MA | 01852 | GOV | $25,000 | PROGRAM SUPPORT | |
| MERRIMACK VALLEY HOUSING PARTNERSHI | |||||||
| PO BOX 1042 | LOWELL | MA | 01853 | 042950316 | 501C3 | $18,001 | GENERAL SUPPORT |
| MERRIMACK VALLEY FOOD BANK INC | |||||||
| PO BOX 8638 | LOWELL | MA | 01853 | 223241609 | 501C3 | $18,980 | GENERAL SUPPORT |
| MERRIMACK REPERTORY THEATRE INC ( | |||||||
| 132 WARREN STREET | LOWELL | MA | 01852 | 042664784 | 501C3 | $104,087 | GENERAL SUPPORT |
| MEGAN HOUSE FOUNDATION INC | |||||||
| 100 MERRIMACK STREET SUITE 301D | LOWELL | MA | 01852 | 473503719 | 501C3 | $8,500 | GENERAL SUPPORT |
| MASSACHUSETTS DOWN SYNDROME CONGRES | |||||||
| 20 BURLINGTON MALL RD STE 261 | BURLINGTON | MA | 01803 | 222596246 | 501C3 | $7,797 | GENERAL SUPPORT |
| MASSACHUSETTS ALLIANCE OF PORTUGUES | |||||||
| 1046 CAMBRIDGE STREET | CAMBRIDGE | MA | 02139 | 042596270 | 501C3 | $7,500 | GENERAL SUPPORT |
| LOWELL TRANSITIONAL LIVING CENTER | |||||||
| 193 MIDDLESEX ST | LOWELL | MA | 01852 | 042933012 | 501C3 | $15,500 | GENERAL SUPPORT |
| LOWELL PLAN INC | |||||||
| 660 SUFFOLK ST UNIT 120 | LOWELL | MA | 01854 | 042693109 | 501C3 | $5,700 | GENERAL SUPPORT |
| LOWELL PARKS & CONSERVATION TRUST | |||||||
| PO BOX 7162 | LOWELL | MA | 01852 | 223070912 | 501C3 | $18,339 | GENERAL SUPPORT |
| LOWELL HOUSE INC | |||||||
| 555 MERRIMACK ST | LOWELL | MA | 01854 | 237110106 | 501C3 | $10,000 | GENERAL SUPPORT |
| LOWELL HIGH SCHOOL | |||||||
| 50 FR MORISSETTE BLVD | LOWELL | MA | 01852 | GOV | $13,393 | GENERAL SUPPORT | |
| LOWELL FESTIVAL FOUNDATION | |||||||
| 67 KIRK ST | LOWELL | MA | 01852 | 042578293 | 501C3 | $15,200 | GENERAL SUPPORT |
| LOWELL COMMUNITY HEALTH CENTER (LCH | |||||||
| 161 JACKSON ST | LOWELL | MA | 01852 | 042881348 | 501C3 | $34,995 | GENERAL SUPPORT |
| LOWELL CATHOLIC HIGH SCHOOL | |||||||
| 530 STEVENS ST | LOWELL | MA | 01851 | 042563657 | 501C3 | $68,815 | GENERAL SUPPORT |
| LIVING WATERS CENTER OF HOPE | |||||||
| 10 KIRK ST | LOWELL | MA | 01852 | 161690997 | 501C3 | $5,062 | GENERAL SUPPORT |
| LIFE CONNECTION CENTER INC | |||||||
| 192 APPLETON ST | LOWELL | MA | 01852 | 471339554 | 501C3 | $10,000 | GENERAL SUPPORT |
| INTERNATIONAL INSTITUTE OF NEW ENGL | |||||||
| 2 BOYLSTON ST FL 3 | BOSTON | MA | 01216 | 042104325 | 501C3 | $6,991 | GENEAL SUPPORT |
| HOUSE OF HOPE INC | |||||||
| 812 MERRIMACK ST | LOWELL | MA | 01854 | 042867965 | 501C3 | $12,925 | GENERAL SUPPORT |
| HISTORY UNERASED INC | |||||||
| 175 CABOT STREET | LOWELL | MA | 01854 | 472852025 | 501C3 | $15,000 | GENERAL SUPPORT |
| HABITAT FOR HUMANITY OF GREATER LOW | |||||||
| 124 MAIN ST UNIT B | WESTFORD | MA | 01886 | 043123186 | 501C3 | $5,122 | GENERAL SUPPORT |
| HABITAT FOR HUMANITY NORTH CENTRAL | |||||||
| 201 GREAT ROAD | ACTON | MA | 01720 | 042999854 | 501C3 | $5,500 | GENERAL SUPPORT |
| GRANTS LESS 5000 | |||||||
| $144,001 | |||||||
| GIRLS INC OF GREATER LOWELL | |||||||
| 220 WORTHEN ST | LOWELL | MA | 01852 | 042104401 | 501C3 | $16,695 | GENERAL SUPPORT |
| FRIENDS OF LOWELL HIGH SCHOOL INC | |||||||
| 16 BELROSE AVE | LOWELL | MA | 01852 | 042670250 | 501C3 | $6,038 | GENERAL SUPPORT |
| ELIOT COMMUNITY HUMAN SERVICES | |||||||
| 125 HARTWELL AVENUE | LEXINGTON | MA | 02421 | 042316924 | 501C3 | $6,183 | GENERAL SUPPORT |
| DWELLING HOUSE OF HOPE | |||||||
| 125 MT HOPE ST | LOWELL | MA | 01854 | 352374752 | 501C3 | $10,000 | GENERAL SUPPORT |
| D'YOUVILLE LIFE & WELLNESS COMMUNIT | |||||||
| 981 VARNUM AVE LOWELL MA 01854 | LOWELL | MA | 01854 | 274675379 | 501C3 | $13,250 | GENERAL SUPPORT |
| CULTURAL ORGANIZATION OF LOWELL (CO | |||||||
| 100 MERRIMACK ST STE 305 | LOWELL | MA | 01852 | 043579969 | 501C3 | $59,851 | GENERAL SUPPORT |
| COMMUNITY TEAMWORK INC (CTI) | |||||||
| 155 MERRIMACK ST 2ND FL | LOWELL | MA | 01852 | 042382027 | 501C3 | $37,622 | GENERAL SUPPORT |
| COALITION FOR A BETTER ACRE INC ( | |||||||
| 517 MOODY ST FL 3 | LOWELL | MA | 01824 | 042760272 | 501C3 | $14,304 | GENERAL SUPPORT, DIY |
| CLEAR PATH FOR VETERANS NEW ENGLAND | |||||||
| 84 ANTIETAM ST | DEVENS | MA | 01434 | 820681735 | 501C3 | $6,183 | GENERAL SUPPORT |
| CITY OF LOWELL | |||||||
| 375 MERRIMACK ST 2ND FL RM 43 | LOWELL | MA | 01852 | GOV | $14,585 | PROGRAM SUPPORT | |
| CHALLENGE UNLIMITED INC AT IRONST | |||||||
| 450 LOWELL ST | ANDOVER | MA | 01810 | 222888189 | 501C3 | $10,800 | GENERAL SUPPORT |
| CATHOLIC SCHOOLS FOUNDATION INC | |||||||
| 67 BATTERYMARCH ST 6TH FL | BOSTON | MA | 02110 | 222485502 | 501C3 | $9,000 | GENERAL SUPPORT |
| BOYS & GIRLS CLUB OF GREATER LOWELL | |||||||
| 657 MIDDLESEX ST | LOWELL | MA | 01851 | 042104396 | 501C3 | $26,500 | GENERAL SUPPORT |
| BOSTON PORTUGUESE FESTIVAL INC | |||||||
| 669 BOYLSTON ST 7TH FL | BOSTON | MA | 02116 | 352655523 | 501C3 | $10,000 | GENERAL SUPPORT |
| ALTERNATIVE HOUSE INC | |||||||
| PO BOX 2100 | LOWELL | MA | 01851 | 501C3 | $5,980 | GENERAL SUPPORT | |
| ACRE FAMILY CHILD CARE | |||||||
| 55 MIDDLE ST 5TH FL STE 500 | LOWELL | MA | 01852 | 043036200 | 501C3 | $5,968 | GENERAL SUPPORT |
| 15-40 CONNECTION INC | |||||||
| PO BOX 1153 | WESTBOROUGH | MA | 01581 | 262873903 | 501C3 | $6,183 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 53 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR TUITION | GrantTypeTxt |
| Recipient | 306 | RecipientCnt |
| Cash Grant | $296,788 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | CAPACITY 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES F LINNEHAN JR ESQ | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $144,180 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $6,098 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $150,278 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $252,152 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED STOCK PRICES | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | ADVERTISING | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,581 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE 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 4 | THE BYLAWS WERE AMENDED TO INSERT A NEW ARTICLE AND SECTION REGARDING COMPONENT FUNDS AND VARIANCE POWER. EXISTING SECTIONS 1.3, 8, AND ARTICLE X, SECTION 10.1 WERE AMENDED TO INCLUDE NEW VERBIAGE TO CLARIFY THEIR APPLICATION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE 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 12C | ANNUALLY THE POLICY IS REVIEWED AND ACKNOWLEDGED BY APPLICABLE PARTIES. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD SETS THE COMPENSATION RANGE FOR THE PRESIDENT AND CEO. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE 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 9 | FUNDRAISING EXPENSES 12,917 CONTRIBUTIONS TO AGENCY ENDOWMENT FUNDS -643,155 FUNDRAISING EXPENSES -12,917 GRANTS FROM AGENCY ENDOWMENT FUNDS 81,759 TOTAL -561,396 |
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