2019-07-08T09:31:38-05:00 2018-12-31 042917204 ANSTISS & CO PC 1115 WESTFORD STREET LOWELL MA 01851 990 2018-01-01 043401997 GREATER LOWELL COMMUNITY FOUNDATIONINC GREA 9789701600 100 MERRIMACK STREET NO 202 LOWELL MA 01852 CHESTER SZABLAK BOARD CHAIR 9789701600 2019-06-07 1 RICHARD B DIONNE P00142882 9784522500 2019-06-07 50.198.108.100 2019-06-07 12:27:22 ED P EBA09D5E775B703CB0175B9EFB5E3615337BD633 C384B0296499A938506B5FC78BCD406F161B9A32 2018 2019-02-21 02:37:17Z JAMES F LINNEHAN 100 MERRIMACK STREET NO 202 LOWELL MA 01852 23381038 0 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 8 44 0 2452 1886938 3162012 0 0 1634724 3139379 -8066 -3626 3513596 6297765 1393163 2405175 0 0 417341 543260 0 0 208541 823732 778103 2634236 3726538 879360 2571227 36917263 35060161 3783282 3986496 33133981 31073665 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. 0 0 3361058 2405175 ADDED 6 NEW FUNDS TO OUR ENDOWMENT FOR THE PURPOSE OF 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. 3361058 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 1 8 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 24 24 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X THE ORGANIZATION 9789701600 100 MERRIMACK STREET NO 202 LOWELL MA 01852 CHESTER SZABLAK BOARD CHAIR 5.00 X X 0 0 0 KAREN FREDERICK VICE CHAIR 5.00 X X 0 0 0 MICHAEL KING TREASURER 5.00 X X 0 0 0 CHARLES H COMTOIS CPA ASSISTANT TREASURER 5.00 X X 0 0 0 DOROTHY CHEN-COURTIN MBA PHD CLERK 5.00 X X 0 0 0 ATTY ANDREA S BATCHELDER DIRECTOR 5.00 X 0 0 0 SUSANNE BEATON 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 STEVEN IEM CPA DIRECTOR 5.00 X 0 0 0 STEVEN JONCAS DIRECTOR 5.00 X 0 0 0 LIANNA KUSHI DIRECTOR 5.00 X 0 0 0 ROBERT S LOCKETT III 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 MARK O'NEIL DIRECTOR 5.00 X 0 0 0 JUAN CARLOS RIVERA DIRECTOR 5.00 X 0 0 0 BRIAN J STAFFORD CPA DIRECTOR 5.00 X 0 0 0 JAY STEVENSCPA DIRECTOR 5.00 X 0 0 0 JAMES C SHANNON III CPA DIRECTOR 5.00 X 0 0 0 JAMES F LINNEHAN JR ESQ PRESIDENT AND CEO 40.00 X 138691 0 6574 138691 0 6574 1 0 0 0 0 3095 3158917 1910086 3162012 725994 725994 19482577 17069192 2413385 2413385 2413385 10455 3095 14081 -3626 -3626 6297765 0 0 3135753 2155837 2155837 249338 249338 150288 60260 15297 74731 310142 187121 66287 56734 49106 25222 8286 15598 33724 17199 5733 10792 915 915 16000 16000 194562 194562 13491 13491 40328 36295 4033 23896 15661 1205 7030 3737 1981 635 1121 45970 24364 7815 13791 6575 6575 62118 54861 7257 4065 2440 406 1219 5647 3671 282 1694 PROGRAM EXPENSE 256574 256574 DUE AND SUBSCRIPTIONS 46806 42125 4681 ANNUAL REPORTS EXPENSE 16442 16442 PRINTING AND REPRODUCTI 9748 9123 625 31229 17849 3991 9389 3726538 3361058 156939 208541 255513 1116434 484686 148017 21703 9000 1075 17143 26205 79431 78095 5401 1336 36117506 33759169 14236 0 36917263 35060161 42529 38000 11075 6000 3729678 3942496 3783282 3986496 X 28718094 27140538 4415887 3933127 33133981 31073665 36917263 35060161 X 2571227 -4770061 138518 X 0 1 X 1 0 X 1481925 961625 875022 1886938 3162012 8367522 1481925 961625 875022 1886938 3162012 8367522 607442 7760080 599184 562484 518030 798591 725994 3204283 11571805 0.67060 0.60320 X 68 450967 431653 6070768 1 1 32935617 1124380 -1805910 1598973 912535 29742579 28193496 1193439 5481954 1341021 592251 32935617 27757232 346324 1543219 834586 618693 28193496 24312184 5431253 -235037 1150808 600360 27757232 23758831 962662 1168630 1032240 545699 24312184 0.86810 0.05320 0.07870 0 0 79431 78095 1336 1336 AGENCY ENDOWMENT 3655367 FISCAL AGENCY FUNDS 285489 SPLIT INTEREST AGREEMENTS 1640 3942496 X 971630 -4770061 -4770061 5741691 194562 361512 556074 6297765 3031946 14081 14081 3017865 194562 514111 708673 3726538 PART V, LINE 4: TO DISTRIBUTE GRANTS TO AREA NON-PROFIT ORGANIZATIONS KEEPING IN LINE WITH THE FOUNDATION'S MISSION. PART X, LINE 2: 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS TO AGENCY ENDOWMENT FUNDS 375,593. FUNDRAISING EXPENSES -14,081. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 14,081. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS FROM AGENCY ENDOWMENT FUNDS 514,111. 1 CONNECTION INC PO BOX 1153 WESTBOROUGH MA 01581 262873903 501(C)(3) 5385 3 STEPS DECT NASHOBA VALLEY BOYS AND GIRLS CLUB OF GREATER LOWELL INC 657 MIDDLESEX ST LOWELL MA 01851 042104396 501(C)(3) 11050 DONOR ADVISED DISTRIBUTION BISHOP JOHN J SNYDER HIGH SCHOOL INC 5001 SAMARITAN WAY JACKSONVILLE FL 32210 450463893 7000 DONOR ADVISED DISTRIBUTION BOSTON PORTUGUESE FESTIVAL 669 BOYLSTON ST 7TH FL BOSTON MA 02116 942287383 501(C)(3) 20000 DONOR ADVISED DISTRIBUTION CAMBODIAN MUTUAL ASSISTANCE ASSOCIATION OF GREATER LOWELL INC 465 SCHOOL ST LOWELL MA 01851 222553560 501(C)(3) 259768 DONOR ADVISED DISTRIBUTION CITY OF LOWELL 375 MERRIMACK ST 2ND FL RM 43 LOWELL MA 01852 14585 LOWELL WATERWAYS VITALITY INITIATIVE ACTION PLAN COMMUNITY FOUNDATION OF NORTH CENTRAL MASSACHUSETTS 649 JOHN FITCH HWY FITCHBURG MA 01420 043537449 501(C)(3) 28876 LUCAS CHEST COMPRESSION SYSTEM CULTURAL ORGANIZATION OF LOWELL (COOL) 100 MERRIMACK ST STE 305 LOWELL MA 01852 043579969 501(C)(3) 10483 POINTS OF LIGHT FLOATING LANTERN/WOMEN & TEXTILES SPONSORSHIP/GENERAL OPERATION LOWELL ASSOCIATION FOR THE BLIND 169 MERIMACK ST 2ND FL LOWELL MA 01852 042199874 501(C)(3) 5500 IPAD TRAINING PROGRAM LOWELL CATHOLIC HIGH SCHOOL 530 STEVENS ST LOWELL MA 01851 042563657 501(C)(3) 65185 SCHOLARSHIP/ DESIGNATED FUND/AGENCY FUND/ BISHOP MCNAMARA LOWELL HISTORICAL SOCIETY PO BOX 1826 LOWELL MA 01853 046069161 501(C)(3) 5202 AGENCY FUND MANOLIS FAMILY FOUNDATION 1067 LAKEVIEW AVE DRACUT MA 01826 262711036 501(C)(3) 6000 DONOR ADVISED DISTRIBUTION MASSACHUSETTS ALLIANCE OF PORTUGESE SPEAKERS 1046 CAMBRIDGE STREET CAMBRIDGE MA 02139 042596270 501(C)(3) 10698 AGENCY FUND AND DONOR ADVISED DISTRIBUTION MERRIMACK VALLEY FOOD BANK INC PO BOX 8638 LOWELL MA 01853 223241609 501(C)(3) 12773 GENERAL OPERATIONS/DONOR ADVISED DISTRIBUTION/MOBILE PANTRY MERRIMACK VALLEY PROJECT INC 1045 ESSEX ST LAWRENCE MA 01841 043132443 501(C)(3) 15000 ADDICTION AND CRIMINAL JUSTICE COMMITTEE MI PEQUENA ACADEMIA (MPA) 846 MAIN ST MELROSE MA 02176 455239575 501(C)(3) 27500 DESIGNATED FUND NATURE CONNECTION INC PO BOX 155 CONCORD MA 01742 042652021 501(C)(3) 5500 THERAPEUTIC PROGRAMS FOR ELDERS IN CONCORD AND BEDFORD POWER OF FLOWERS PROJECT PO BOX 294 NORTH TEWKSBURY MA 01876 461082544 501(C)(3) 5500 KINDNESS CONNECTIONS PROGRAM RISE ABOVE FOUNDATION INC PO BOX 174 NORTHBRIDGE MA 01534 271409946 501(C)(3) 10000 ACTIVITIES FOR FOSTER YOUTH TOWN OF WESTFORD 55 MAIN ST WESTFORD MA 01886 046001357 501(C)(3) 5387 OVERDOSE REDUCTION AND PREVENTION PROGRAM UMASS LOWELL - ADVANCEMENT OFFICE 600 SUFFOLK ST STE 160 LOWELL MA 01854 51450 SCHOLARSHIPS/DONOR ADVISED DISTRIBUTION/SAAB CENTER FOR PORTUGUESE STUDIES UNITED WAY OF MA BAY & MERRIMACK VALLEY 51 SLEEPER ST BOSTON MA 02210 042382233 501(C)(3) 11216 DONOR ADVISED DISTRIBUTION / GENERAL OPERATION WISH PROJECT INC PO BOX 8693 LOWELL MA 01853 203249145 501(C)(3) 6300 FOR MOTHER'S DAY AND CHILDREN'S GIFT BAGS/DONOR ADVISED DISTRIBUTION NEW ENGLAND FORESTRY FOUNDATION INC PO BOX 1346 LITTLETON MA 01460 042024022 501(C)(3) 10364 DESIGNATED FUND WHISTLER HOUSE MUSEUM OF ART 243 WORTHEN STREET LOWELL MA 01852 042428837 501(C)(3) 49813 DONOR ADVISED DISTRIBUTION/PUBLIC ARTS PROGRAM NEW ENGLAND QUILT MUSEUM 18 SHATTUCK STREET LOWELL MA 01852 042971424 501(C)(3) 82848 DONOR ADVISED DISTRIBUTION / GENERAL OPERATION LOWELL PARKS & CONSERVATION TRUST INC PO BOX 7162 LOWELL MA 01852 223070912 501(C)(3) 19140 DONOR ADVISED DISTRIBUTION/GENERAL OPERATION MERRIMACK REPERTORY THEATER INC 132 WARREN STREET LOWELL MA 01852 042664784 501(C)(3) 86002 DONOR ADVISED DISTRIBUTION MERRIMACK VALLEY HOUSING PARTNERSHIP INC PO BOX 1042 LOWELL MA 01853 042950316 501(C)(3) 17847 GENERAL OPERATIONS/DONOR ADVISED DISTRIBUTION CHALLENGE UNLIMITED INC AT IRONSTONE FARM 450 LOWELL ST ANDOVER MA 01810 222478997 501(C)(3) 25465 KENTUCKY DERBY EVENT, EQUINE ENCOUNTER - A PATH TO RECOVERY, SPIRIT OF GIVING COMMUNITY TEAMWORK INC 155 MERRIMACK ST 2ND FL LOWELL MA 01852 042382027 501(C)(3) 16000 DONOR ADVISED / GENERAL OPERATION/COMMUNITY INVESTMENT TAX CREDIT LOWELL HIGH SCHOOL 50 FR MORISSETTE BLVD LOWELL MA 01852 13049 SCHOLARSHIPS/DONOR ADVISED DISTRIBUTION/GENERAL SUPPORTS UMASS LOWELL ONE UNIVERSITY AVE LOWELL MA 01854 60600 GENERAL SUPPORT/SCHOLARSHIPS ACRE FAMILY CHILD CARE INC 55 MIDDLE ST 5TH FL STE 500 LOWELL MA 01852 043036200 501(C)(3) 11374 GENERAL OPERATION/DONOR ADVISED FUND CATHOLIC SCHOOLS FOUNDATION INC 67 BATTERYMARCH ST 6TH FL BOSTON MA 02110 222485502 501(C)(3) 9000 EDUCATION COALITION FOR A BETTER ACRE INC 517 MOODY ST FL 3 LOWELL MA 01824 042760272 501(C)(3) 9170 FOR COMMUNITY INVESTMENT TAX CREDIT/ GENERAL OPERATIONS FRACTURED ATLAS PRODUCTIONS INC 248 W 35TH ST 10TH FL NEW YORK NY 10001 113451703 501(C)(3) 8000 STEPHEN SAVAGE PROJECT OUR FATHER'S HOUSE INC 199 SUMMER ST FITCHBURG MA 01420 222515061 501(C)(3) 6627 ENSURING HEALTH WELLNESS IN HOMELESS CHILDREN ALTERNATIVE HOUSE INC PO BOX 2100 LOWELL MA 01851 042661054 501(C)(3) 5973 DONOR ADVISED DISTRIBUTION / EDUCATION LOWELL COMMUNITY HEALTH CENTER INC 161 JACKSON ST LOWELL MA 01852 042881348 501(C)(3) 13045 DONOR ADVISED DISTRIBUTION RECREATIONAL ADULT RESOURCE ASSOCIATION OF GREATER LOWELL INC 295 HIGH STREET LOWELL MA 01852 237102772 501(C)(3) 221410 DONOR ADVISED DISTRIBUTION ST VINCENT DEPAUL SOCIETY 18 CANTON STREET STOUGHTON MA 02072 042104826 501(C)(3) 10525 DONOR ADVISED DISTRIBUTION SALVATION ARMY 150 APPLETON ST LOWELL MA 01852 135562351 501(C)(3) 13100 DONOR ADVISED DISTRIBUTION FRIENDS OF LOWELL HIGH SCHOOL INC 16 BELROSE AVE LOWELL MA 01852 042670250 501(C)(3) 5974 0 GENERAL OPERATIONS GIRLS INCORPORATED OF GREATER LOWELL 220 WORTHEN ST LOWELL MA 01852 042104401 501(C)(3) 12462 DONOR ADVISED/ GENERAL OPERATIONS/STEM PROGRAM HABITAT FOR HUMANITY OF GREATER LOWELL 124 MAIN ST UNIT B WESTFORD MA 01886 043123186 501(C)(3) 6000 CRITICAL HOME REPAIRS FOR LOW-INCOME ELDERLY FAMILIES INTERNATIONAL INSTITUTE OF NEW ENGLAND 2 BOYLSTON ST FL 3 BOSTON MA 01216 042104325 501(C)(3) 5885 DONOR ADVISED DISTRIBUTION/ GENERAL OPERATIONS LOWELL HOUSE INC 555 MERRIMACK ST LOWELL MA 01854 237110106 501(C)(3) 15000 CREATING AN EFFECTIVE WORKFORCE TO BATTLE THE OPIOID CRISES IN LOWELL MASSACHUSETTS DOWN SYNDROME CONGRESS 20 BURLINGTON MALL RD STE 261 BURLINGTON MA 01803 222596246 501(C)(3) 7527 DONOR ADVISED DISTRIBUTION MILL CITY GROWS 150 WESTERN AVE B MILL UNIT A LOWELL MA 01852 472096070 501(C)(3) 12273 DONOR ADVISED DISTRIBUTION/INCREASING OLDER RESIDENT'S ACCESS TO HEALTHY FOOD NASHUA RIVER WATERSHED ASSOCIATION 592 MAIN ST GROTON MA 01450 237055674 501(C)(3) 5613 SCIENCE-BASED RIVER STEWARDSHIP AND MANAGEMENT/ GENERAL OPERATIONS OBLATE MISSION GUILD 486 CHANDLER ST TEWKSBURY MA 01876 046050095 5085 GIFTS TO ECONOMICALLY DISADVANTAGED CHILDREN AROUND THE COUNTRY/GENERAL SUPPORT PORTUGUESE-AMERICAN CENTER INC 59 CHARLES ST LOWELL MA 01852 042109422 20000 DONOR ADVISED DISTRIBUTION ST ANTHONY PARISH 893 CENTRAL ST LOWELL MA 01852 042106247 501(C)(3) 37500 DONOR ADVISED DISTRIBUTION/ HOMELESSNESS/PORTUGUESE AMERICAN SENIOR CENTER TOWN OF TOWNSEND 272 MAIN ST TOWNSEND MA 01469 046001326 5799 PARAMEDIC PROGRAM UTEC 15 WARREN ST STE 3 LOWELL MA 01852 383669532 501(C)(3) 38936 DONOR ADVISED DISTRIBUTION MIDDLESEX COMMUNITY COLLEGE 33 KEARNEY SQ LOWELL MA 01852 046002284 40000 RICHARD K. AND NANCY L. DONAHUE PERFORMING ART CENTER/OUT OF SCHOOL YOUTH DEVELOPMENT CENTER 48 9 SCHOLARSHIPS FOR TUITION 201 249338 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. PART III, COLUMN B SCHOLARSHIPS REQUIRE PROOF OF ENROLLMENT OR PROOF OF DEPOSIT BEFORE THE FUNDS ARE RELEASED. X 5 1899948 X ADVERTISING 1 10000 COST X WEBSITE MAINTENANCE 1 77 COST X OTHER 1 61 COST 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED TO CHANGE THE TITLE OF THE PRESIDENT OF THE BOARD TO BOARD CHAIR AND THE EXECUTIVE DIRECTOR TO PRESIDENT AND CEO. FORM 990, PART VI, SECTION B, 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, PART VI, SECTION B, LINE 12C ANNUALLY THE POLICY IS REVIEWED AND ACKNOWLEDGED BY APPLICABLE PARTIES. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD SETS THE COMPENSATION RANGE FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, 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: NET AGENCY ENDOWMENT FUND CONTRIBUTIONS 138,518.