2020-05-13T14:57:56-05:00 2019-12-31 042917204 ANSTISS & CO PC 1115 WESTFORD STREET 3RD FLOOR LOWELL MA 018512701 990 2019-01-01 043401997 GREATER LOWELL COMMUNITY FOUNDATION INC GREA 9789701600 100 MERRIMACK STREET LOWELL MA 01851 CHESTER SZABLAK BOARD CHAIR 9789701600 2020-05-06 true JAYNE A ANDREWS P00514653 9784522500 2020-05-06 50.198.108.100 2020-05-13 14:57:56 CD P 27296573BCA506A31D42A34B522ED4BCF0E9AEFA C33C7E6F05A554F4E3769D7435645533886D595D 2019 2020-09-23 17:36:50Z JAMES F LINNEHAN JR ESQ 100 MERRIMACK STREET LOWELL MA 01852 12223465 false X WWW.GLCFOUNDATION.ORG X 1997 MA 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. 24 24 9 44 0 3162012 2993922 0 3139379 996325 -3626 -3132 6297765 3987115 2405175 1615618 0 543260 634117 0 224094 778103 704725 3726538 2954460 2571227 1032655 35060161 43138462 3986496 5677078 31073665 37461384 X 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. false false 2553545 1615618 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. 2553545 true true false false false true false false false true true false false false true true true false false false false false false false true false false true true true false false false false false false false false true false false false false false false false false true 2 0 true 9 true false false false false false true true false false false false false false X 24 24 false false true false false false false true true false false true true true true true true true false false MA X THE ORGANIZATION 9789701600 100 MERRIMACK STREET LOWELL MA 01852 JAMES F LINNEHAN JR ESQ PRESIDENT & 40.00 X 144180 0 6098 HOWARD H AMIDON VP FOR PHILA 40.00 X 102577 0 25759 ATTY ANDREA S BATCHELDER DIRECTOR 5.00 X 0 0 0 SUSANNE BEATON DIRECTOR 5.00 X 0 0 0 BRIAN J STAFFORD CPA DIRECTOR 5.00 X 0 0 0 CHARLES H COMTOIS CPA ASSISTANT TR 5.00 X X 0 0 0 JAMES C SHANNON III CPA DIRECTOR 5.00 X 0 0 0 JAY STEPHENS CPA DIRECTOR 5.00 X 0 0 0 BRIAN L CHAPMAN DIRECTOR 5.00 X 0 0 0 JOHN P CHEMALY DIRECTOR 5.00 X 0 0 0 YUN-JU CHOI DIRECTOR 5.00 X 0 0 0 ATTY MATTHEW C DONAHUE DIRECTOR 5.00 X 0 0 0 KAREN FREDERICK VICE CHAIR 5.00 X X 0 0 0 ERIC P HEALY DIRECTOR 5.00 X 0 0 0 BEN JAMES DIRECTOR 5.00 X 0 0 0 STEVEN JONCAS DIRECTOR 5.00 X 0 0 0 MICHAEL R KING TREASURER 5.00 X X 0 0 0 LIANNA KUSHI DIRECTOR 5.00 X 0 0 0 ANDREW S MACEY DIRECTOR 5.00 X 0 0 0 PATTI MASON DIRECTOR 5.00 X 0 0 0 GLENN MELLO DIRECTOR 5.00 X 0 0 0 SHEILA OCH DIRECTOR 5.00 X 0 0 0 DOROTHY CHEN-COURTIN PHD CLERK 5.00 X X 0 0 0 JUANCARLOS RIVERA DIRECTOR 5.00 X 0 0 0 CHESTER SZABLAK BOARD CHAIR 5.00 X X 0 0 0 NIKI TSONGAS DIRECTOR 5.00 X 0 0 0 246757 31857 2 false true false 5725 2988197 260733 2993922 732010 732010 8487748 8223433 264315 264315 264315 9785 5725 12917 -3132 -3132 3987115 993193 1318830 1318830 296788 296788 147399 59276 14941 73182 382046 229706 80451 71889 64535 32913 10972 20650 40137 20470 6823 12844 6409 6409 16500 16500 211904 211904 4979 4979 27541 24747 2794 23498 15369 1162 6967 5217 2765 887 1565 50103 26555 8517 15031 14648 14648 91019 80269 10080 670 1336 802 133 401 4897 3183 245 1469 PROGRAM EXPENSE 147173 147173 DUE AND SUBSCRIPTIONS 25562 23006 2556 PRINTING AND REPRODUCTION 16528 15629 899 POSTAGE 10967 7333 564 3070 46444 22179 7909 16356 2954460 2553545 176821 224094 1116434 910786 148017 675577 9000 90901 469 26205 20791 54456 54456 1336 33759169 41171175 268763 35060161 43138462 38000 70704 6000 5225 3942496 5601149 3986496 5677078 X 27140538 32583781 3933127 4877603 31073665 37461384 35060161 43138462 X 1032655 5916460 -561396 X false true X true false X 961625 875022 1886938 3162012 2993922 9879519 961625 875022 1886938 3162012 2993922 9879519 1026570 8852949 562484 518030 798591 725994 732010 3337109 13216628 0.66980 0.67060 X SUPPORTING SCHEDULE SECURITIES 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 70 680608 398901 7530544 true true 29742579 755539 6764942 1365679 793124 35104257 32935617 1124380 -1805910 1598973 912535 29742579 28193496 1193439 5481954 1341021 592251 32935617 27757232 346324 1543219 834586 618693 28193496 24312184 5431253 -235037 1150808 600360 27757232 0.86580 0.13420 false false 54456 54456 AGENCY ENDOWMENT 4962916 FISCAL AGENCY FUNDS 366509 LIABILITIES UNDER OPERATING LEASE 269827 SPLIT INTEREST AGREEMENTS 1897 5601149 X 9068750 5916460 7317 12917 5936694 3132056 211904 643155 855059 3987115 2681031 7317 12917 20234 2660797 211904 81759 293663 2954460 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 CELEBRATE GIVIN 15510 5725 9785 9785 3132 15510 5725 9785 9785 3132 12917 -3132 false ZACK'S TEAM FOUNDATION INC 50 TOWER FARM ROAD BILLERICA MA 01821 465254298 501C3 5200 GENERAL SUPPORT LOWELL ART ASSOCIATION 243 WORTHEN STREET LOWELL MA 01852 042428837 501C3 59813 GENERAL SUPPORT VIRGINIA THURSTON HEALING GARDEN I 145 BOLTON ROAD HARVARD MA 01451 043522717 501C3 8244 GENERAL SUPPORT UTECINC 15 WARREN ST STE 3 LOWELL MA 01852 383669532 501C3 58735 GENERAL SUPPORT UMASS LOWELL - ADVANCEMENT OFFICE 600 SUFFOLK ST STE 160 LOWELL MA 01854 GOV 111231 GENERAL SUPPORT TROUT UNLIMITED PO BOX 654 PEPPERELL MA 01463 510225075 501C3 8021 GENERAL SUPPORT TOWNSEND FIRE-EMS 272 MAIN ST TOWNSEND MA 01469 GOV 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ASSOCIATION 592 MAIN ST GROTON MA 01450 237055674 501C3 5615 GENERAL SUPPORT MILL CITY GROWS 150 WESTERN AVE B MILL UNIT A LOWELL MA 01852 472096070 501C3 23998 GENERAL SUPPORT MIDDLESEX COMMUNITY COLLEGE 33 KEARNEY SQ LOWELL MA 01852 GOV 25000 PROGRAM SUPPORT MERRIMACK VALLEY HOUSING PARTNERSHI PO BOX 1042 LOWELL MA 01853 042950316 501C3 18001 GENERAL SUPPORT MERRIMACK VALLEY FOOD BANK INC PO BOX 8638 LOWELL MA 01853 223241609 501C3 18980 GENERAL SUPPORT MERRIMACK REPERTORY THEATRE INC ( 132 WARREN STREET LOWELL MA 01852 042664784 501C3 104087 GENERAL SUPPORT MEGAN HOUSE FOUNDATION INC 100 MERRIMACK STREET SUITE 301D LOWELL MA 01852 473503719 501C3 8500 GENERAL SUPPORT MASSACHUSETTS DOWN SYNDROME CONGRES 20 BURLINGTON MALL RD STE 261 BURLINGTON MA 01803 222596246 501C3 7797 GENERAL SUPPORT MASSACHUSETTS ALLIANCE OF PORTUGUES 1046 CAMBRIDGE STREET CAMBRIDGE MA 02139 042596270 501C3 7500 GENERAL SUPPORT LOWELL TRANSITIONAL LIVING CENTER 193 MIDDLESEX ST LOWELL MA 01852 042933012 501C3 15500 GENERAL SUPPORT LOWELL PLAN INC 660 SUFFOLK ST UNIT 120 LOWELL MA 01854 042693109 501C3 5700 GENERAL SUPPORT LOWELL PARKS & CONSERVATION TRUST PO BOX 7162 LOWELL MA 01852 223070912 501C3 18339 GENERAL SUPPORT LOWELL HOUSE INC 555 MERRIMACK ST LOWELL MA 01854 237110106 501C3 10000 GENERAL SUPPORT LOWELL HIGH SCHOOL 50 FR MORISSETTE BLVD LOWELL MA 01852 GOV 13393 GENERAL SUPPORT LOWELL FESTIVAL FOUNDATION 67 KIRK ST LOWELL MA 01852 042578293 501C3 15200 GENERAL SUPPORT LOWELL COMMUNITY HEALTH CENTER (LCH 161 JACKSON ST LOWELL MA 01852 042881348 501C3 34995 GENERAL SUPPORT LOWELL CATHOLIC HIGH SCHOOL 530 STEVENS ST LOWELL MA 01851 042563657 501C3 68815 GENERAL SUPPORT LIVING WATERS CENTER OF HOPE 10 KIRK ST LOWELL MA 01852 161690997 501C3 5062 GENERAL SUPPORT LIFE CONNECTION CENTER INC 192 APPLETON ST LOWELL MA 01852 471339554 501C3 10000 GENERAL SUPPORT INTERNATIONAL INSTITUTE OF NEW ENGL 2 BOYLSTON ST FL 3 BOSTON MA 01216 042104325 501C3 6991 GENEAL SUPPORT HOUSE OF HOPE INC 812 MERRIMACK ST LOWELL MA 01854 042867965 501C3 12925 GENERAL SUPPORT HISTORY UNERASED INC 175 CABOT STREET LOWELL MA 01854 472852025 501C3 15000 GENERAL SUPPORT HABITAT FOR HUMANITY OF GREATER LOW 124 MAIN ST UNIT B WESTFORD MA 01886 043123186 501C3 5122 GENERAL SUPPORT HABITAT FOR HUMANITY NORTH CENTRAL 201 GREAT ROAD ACTON MA 01720 042999854 501C3 5500 GENERAL SUPPORT GRANTS LESS 5000 144001 GIRLS INC OF GREATER LOWELL 220 WORTHEN ST LOWELL MA 01852 042104401 501C3 16695 GENERAL SUPPORT FRIENDS OF LOWELL HIGH SCHOOL INC 16 BELROSE AVE LOWELL MA 01852 042670250 501C3 6038 GENERAL SUPPORT ELIOT COMMUNITY HUMAN SERVICES 125 HARTWELL AVENUE LEXINGTON MA 02421 042316924 501C3 6183 GENERAL SUPPORT DWELLING HOUSE OF HOPE 125 MT HOPE ST LOWELL MA 01854 352374752 501C3 10000 GENERAL SUPPORT D'YOUVILLE LIFE & WELLNESS COMMUNIT 981 VARNUM AVE LOWELL MA 01854 LOWELL MA 01854 274675379 501C3 13250 GENERAL SUPPORT CULTURAL ORGANIZATION OF LOWELL (CO 100 MERRIMACK ST STE 305 LOWELL MA 01852 043579969 501C3 59851 GENERAL SUPPORT COMMUNITY TEAMWORK INC (CTI) 155 MERRIMACK ST 2ND FL LOWELL MA 01852 042382027 501C3 37622 GENERAL SUPPORT COALITION FOR A BETTER ACRE INC ( 517 MOODY ST FL 3 LOWELL MA 01824 042760272 501C3 14304 GENERAL SUPPORT, DIY CLEAR PATH FOR VETERANS NEW ENGLAND 84 ANTIETAM ST DEVENS MA 01434 820681735 501C3 6183 GENERAL SUPPORT CITY OF LOWELL 375 MERRIMACK ST 2ND FL RM 43 LOWELL MA 01852 GOV 14585 PROGRAM SUPPORT CHALLENGE UNLIMITED INC AT IRONST 450 LOWELL ST ANDOVER MA 01810 222888189 501C3 10800 GENERAL SUPPORT CATHOLIC SCHOOLS FOUNDATION INC 67 BATTERYMARCH ST 6TH FL BOSTON MA 02110 222485502 501C3 9000 GENERAL SUPPORT BOYS & GIRLS CLUB OF GREATER LOWELL 657 MIDDLESEX ST LOWELL MA 01851 042104396 501C3 26500 GENERAL SUPPORT BOSTON PORTUGUESE FESTIVAL INC 669 BOYLSTON ST 7TH FL BOSTON MA 02116 352655523 501C3 10000 GENERAL SUPPORT ALTERNATIVE HOUSE INC PO BOX 2100 LOWELL MA 01851 501C3 5980 GENERAL SUPPORT ACRE FAMILY CHILD CARE 55 MIDDLE ST 5TH FL STE 500 LOWELL MA 01852 043036200 501C3 5968 GENERAL SUPPORT 15-40 CONNECTION INC PO BOX 1153 WESTBOROUGH MA 01581 262873903 501C3 6183 GENERAL SUPPORT 53 5 SCHOLARSHIPS FOR TUITION 306 296788 SCHEDULE I, PAGE 1, PART I, LINE 2 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. false false false false false false false false false JAMES F LINNEHAN JR ESQ PRESIDENT & CEO 144180 6098 150278 X 3 252152 QUOTED STOCK PRICES X ADVERTISING 1 8581 COST false true false 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