INDEPENDENT UNIVERSITY ALUMNI ASSOCIATION AT LOWELL INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: INDEPENDENT UNIVERSITY ALUMNI ASSOCIATION AT LOWELL INC (EIN 04-2052723)
Tax period: 2017-07-01 to 2018-06-30
Filed: 2018-11-14
IRS object ID: 201823189349102557
Schema version: 2017v2.3
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-PF
Accounting Fees Schedule
Depreciation Schedule
Gain Loss Sale Other Assets Sch
Investments Corp Stock Schedule
Land Etc Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-11-14T13:44:03-05:00	ReturnTs
Tax Period End	2018-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	263582184	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CAIN BOURRET JARRY & ASSOCIATES LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1595 LAKEVIEW AVENUE	AddressLine1Txt
City	DRACUT	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01826	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2017-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042052723	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	INDEPENDENT UNIVERSITY ALUMNI	BusinessNameLine1Txt
Business Name Line2	ASSOCIATION AT LOWELL INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	INDE	BusinessNameControlTxt
Phone	9784546335	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 242	AddressLine1Txt
City	LOWELL	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01853	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KRISTINA ICKES	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	9784546335	PhoneNum
Signature	2018-11-13	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	STEVEN R BOURRET	PreparerPersonNm
PTIN	P00042047	PTIN
Phone	9789571421	PhoneNum
Preparation	2018-11-14	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	74.92.34.217	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2018-11-14	IPDt
IP Tm	12:44:03	IPTm
IP Timezone	CS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	6C9B1A35775087DBDB8A6D25ECA509C7F6C27838	AtSubmissionCreationDeviceId
At Submission Filing Device Id	8DE0C35A538F368E5568B8A99698F83A5DA48EAA	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$9,218,369	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$13,560	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$82	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$82	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$82	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$259,914	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$259,914	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$259,914	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	-$24,252	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$748,851	GrossSalesPriceAmt
Other Income Rev And Expnss	$240	OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm	$240	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$249,544	TotalRevAndExpnssAmt
Total Net Invst Incm	$259,996	TotalNetInvstIncmAmt
Total Adj Net Incm	$260,236	TotalAdjNetIncmAmt
Oth Empl Slrs Wgs Rev And Expnss	$34,208	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$33,524	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$2,884	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl	$2,826	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$23,034	LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl	$22,573	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$12,610	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$12,357	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$9,782	TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss	$57	DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss	$181,735	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$171,345	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$264,310	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$242,625	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$0	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$264,310	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$242,625	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$14,766	ExcessRevenueOverExpensesAmt
Net Investment Income	$259,996	NetInvestmentIncomeAmt
Adjusted Net Income	$260,236	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$97,916	CashBOYAmt
Cash EOY	$108,779	CashEOYAmt
Cash EOYFMV	$108,779	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$156,941	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$172,014	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$172,014	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$8,878,201	CorporateStockBOYAmt
Corporate Stock EOY	$8,937,193	CorporateStockEOYAmt
Corporate Stock EOYFMV	$8,937,193	CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$29,231	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$28,848	LandBldgEquipAccumDeprecAmt
Land BOY	$440	LandBOYAmt
Land EOY	$383	LandEOYAmt
Land EOYFMV	$383	LandEOYFMVAmt
Total Assets BOY	$9,133,498	TotalAssetsBOYAmt
Total Assets EOY	$9,218,369	TotalAssetsEOYAmt
Total Assets EOYFMV	$9,218,369	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$8,719	AccountsPayableBOYAmt
Accounts Payable EOY	$7,750	AccountsPayableEOYAmt
Total Liabilities BOY	$8,719	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$7,750	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$2,171,713	UnrestrictedBOYAmt
Unrestricted EOY	$2,189,169	UnrestrictedEOYAmt
Temporarily Restricted BOY	$106,576	TemporarilyRestrictedBOYAmt
Temporarily Restricted EOY	$110,251	TemporarilyRestrictedEOYAmt
Permanently Restricted BOY	$6,846,490	PermanentlyRestrictedBOYAmt
Permanently Restricted EOY	$6,911,199	PermanentlyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$9,124,779	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$9,210,619	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$9,133,498	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$9,218,369	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$9,124,779	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$14,766	ExcessRevenueOverExpensesAmt
Other Increases	$100,606	OtherIncreasesAmt
Subtotal	$9,210,619	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$9,210,619	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$5,200	InvestmentIncomeExciseTaxAmt
Subtotal	$5,200	SubtotalAmt
Tax Based On Investment Income	$5,200	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$4,812	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$4,812	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$4	EsPenaltyAmt
Tax Due	$392	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	MA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	Yes (true)	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	WWW.IUAAL.ORG	WebsiteAddressTxt
Individual With Books	RICHARD DONALDSON	IndividualWithBooksNm
Phone	9784546335	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 242	AddressLine1Txt
City	LOWELL	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01853	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD RUSSELL
3 MANSFIELD DRIVE	CHELMSFORD	MA	01824	PRESIDENT	1.00	$0	$0	$0
KEVIN D SHANAHAN
49 TURKEY HILL ROAD	DRACUT	MA	01826	VICE PRESIDE	1.00	$0	$0	$0
MARK COTE
22 TROY STREET	LOWELL	MA	01851	SECRETARY	1.00	$0	$0	$0
KRISTINA ICKES
391 NEW BOSTON ROAD	CANDIA	NH	03034	TREASURER	1.00	$0	$0	$0
MICHAEL ALPERT
94 COUNTRY PLACE	CORDOVA	TN	38018	DIRECTOR	1.00	$0	$0	$0
MARY ANN KITROSSER
788 LOWELL ROAD	CARLISLE	MA	01741	DIRECTOR	1.00	$0	$0	$0
GEORGE L DUGGAN
15 RIVIERA ROAD	HUDSON	NH	03051	DIRECTOR	1.00	$0	$0	$0
JOHN T O'DONNELL
44 ANN STREET	VERONA	NJ	07044	DIRECTOR	1.00	$0	$0	$0
WALTER F DAWSON
28 MCKINLEY AVENUE	LOWELL	MA	01851	DIRECTOR	1.00	$0	$0	$0
RICHARD DONALDSON
34 FREEMAN ROAD	CHELMSFORD	MA	01824	DIRECTOR	1.00	$0	$0	$0
THOMAS O'DONNELL
32 GLADDING ROAD	CALDWELL	NJ	07006	DIRECTOR	1.00	$0	$0	$0
MICHAEL ALPERT
94 COUNTRY PLACE	CORDOVA	TN	38018	DIRECTOR	1.00	$0	$0	$0
DRUCILLA FITZGERALD
29 TYLER STREET	SALEM	NH	03079	DIRECTOR	1.00	$0	$0	$0
PATRICIA GARDNER
86 BLUFF STREET	SALEM	NH	03079	DIRECTOR	1.00	$0	$0	$0
MARY GAIL JAGGERS
5 COOLIDGE DRIVE	TYNGSBORO	MA	01879	DIRECTOR	1.00	$0	$0	$0
MARY ANN KITROSSER
788 LOWELL ROAD	CARLISLE	MA	01741	DIRECTOR	1.00	$0	$0	$0
THOMAS VAUGHN
28 RANLETT LANE	BILLERICA	MA	01821	DIRECTOR	1.00	$0	$0	$0
JAMES SWARTZ
220 MAHAFFY ROAD	GREENWICH	NY	12834	DIRECTOR	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	SCHOLARSHIPS AND GRANTS PROVIDED TO UNIVERSITY OF MASSACHUSETTS LOWELL STUDENTS.	Description1Txt
Expenses1	$106,500	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	SCHOLARSHIPS PAID	Description1Txt
Expenses1	$106,500	Expenses1Amt
Description2	INVESTMENT MANAGEMENT	Description2Txt
Expenses2	$54,428	Expenses2Amt
Total	$160,928	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$222,254	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$2,222,543	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$383	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,445,180	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$2,445,180	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$36,678	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,408,502	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$120,425	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Sect4942j3j5 Fndtn And Frgn Org	Yes (X)	Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$242,625	ExpensesAndContributionsAmt
Program Related Invst Total	$160,928	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$734,082	CharitableAssetsAcquisPaidAmt
Qualifying Distributions	$1,137,635	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$1,137,635	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Qualifying Distributions	$1,137,635	QualifyingDistributionsAmt
Remaining Distri From Corpus	$1,137,635	RemainingDistriFromCorpusAmt
Total Corpus	$1,137,635	TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Field	Value	IRS element (for citing)
Section4942j5	Yes (X)	Section4942j5Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$0	CurrentYearAmt
Total	$0	TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Current Year	$1,137,635	CurrentYearAmt
Year1	$447,177	Year1Amt
Year2	$769,182	Year2Amt
Total	$2,353,994	TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Field	Value	IRS element (for citing)
Current Year	$1,137,635	CurrentYearAmt
Year1	$447,177	Year1Amt
Year2	$769,182	Year2Amt
Total	$2,353,994	TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$80,283	CurrentYearAmt
Total	$80,283	TotalAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	RICHARD DONALDSON	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 242	AddressLine1Txt
City	LOWELL	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01853	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	9784546335	RecipientPhoneNum
Form And Info And Materials	APPLICATIONS ARE AVAILABLE AT THE INDEPENDENT UNIVERSITY ALUMNI ASSOCIATION OFFICE LOCATED AT 100 UNIVERSITY AVENUE, LOWELL, MASSACHUSETTS.	FormAndInfoAndMaterialsTxt
Submission Deadlines	THERE ARE NO SUBMISSION DEADLINES	SubmissionDeadlinesTxt
Restrictions On Awards	THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS PROVIDED.	RestrictionsOnAwardsTxt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Membership Dues And Assmnt MembershipDuesAndAssmntGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$240	RelatedOrExemptFunctionIncmAmt

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$82	RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$259,914	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	-$24,252	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$235,984	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$235,984	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
2	PARTCIPATION IN ALUMNI ACTIVTIES
3	RAISES FUNDS FOR OPERATIONS
4	RAISES FUNDS FOR SCHOLARSHIPS
8	RAISES FUNDS FOR SCHOLARSHIPS
11B	RAISES FUNDS FOR OPERATIONS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	CategoryTxt
Amt	$12,610	Amt
Disbursements Charitable Prps	$12,357	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (26 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt	Current Year ExpenseCurrentYearExpenseAmt
OFFICE FURNISHINGS	1978-12-15	$390	$390	S/L	10.0000
2 LEGAL FILE CABINETS	1979-02-15	$1,101	$1,101	S/L	10.0000
OFFICE FURNISHINGS	1980-03-22	$375	$375	S/L	10.0000
FOLDING MACHINE	1980-05-30	$941	$941	S/L	10.0000
2 STENO CHAIRS	1983-08-08	$178	$178	S/L	10.0000
1 PRINTER STAND/CONNECTOR	1985-09-30	$187	$187	S/L	7.0000
1 REFRIGERATOR	1987-03-02	$150	$150	200DB	7.0000
1 5 SHELF OAK BOOKCASE	1989-05-22	$213	$213	200DB	7.0000
CARRIER AIR CONDITIONER	1988-07-22	$500	$500	S/L	7.0000
COMPUTER DESK AND HUTCH	1990-05-07	$421	$421	200DB	7.0000
2 DRAWER FILE CABINET	1990-05-07	$75	$75	200DB	7.0000
U MASS LOWELL ARM CHAIR (DISPLAY)	1992-04-01	$156	$156	200DB	7.0000
OFFICE TELEPHONE	1993-12-21	$127	$127	200DB	7.0000
CARPETING - BLUE HILL 30 OZ	1994-04-14	$1,760	$1,320	S/L	31.0000	$57
SEAL ONLY MACHINE/MODEL 5621	1980-09-26	$2,520	$2,520	S/L	10.0000
AMANA AIR CONDITIONER	1995-05-31	$680	$680	200DB	5.0000
OFFICE FURN, TABLE, BOOKCASES, SHELVES,	1994-12-20	$6,443	$6,443	200DB	7.0000
MICROWAVE OVEN	1997-06-24	$140	$140	200DB	5.0000
LASER PRINTER	1997-09-02	$385	$385	200DB	5.0000
SAVIN COPIER	2002-06-29	$6,740	$6,740	200DB	7.0000
CONFERENCE CALL EQUIPMENT	2002-04-29	$605	$605	200DB	5.0000
PANAFAX UF790 FACSIMILE	2002-04-07	$995	$995	200DB	7.0000
SYLVANIA TV/VCR COMBO	2004-03-15	$120	$120	200DB	5.0000
DELL COMPUTER	2005-01-19	$1,759	$1,759	200DB	5.0000
COMPUTER	2010-04-20	$951	$951	200DB	5.0000
HP COMPUTER	2011-07-20	$1,319	$1,319	200DB	5.0000

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)

AssetAssetDesc	How AcquiredHowAcquiredTxt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	BasisBasisAmt	Total NetTotalNetAmt	AcquiredAcquiredDt
BANK OF AMERICA	PURCHASE	2017-09	$207,253	$380,737	-$173,484
PRAXAIR INC	PURCHASE	2017-09	$176,640	$4,861	$171,779	1984-01
DOWDUPONT INC	PURCHASE	2017-09	$13		$13	2017-09
CONOCOPHILLIPS	PURCHASE	2017-10	$88,009	$117,203	-$29,194	2008-02
DOWDUPONT INC	PURCHASE	2017-09	$13	$6	$7	2005-10
SCANA CORP NEW	PURCHASE	2017-10	$47,925	$40,945	$6,980	2006-07
DTE ENERGY	PURCHASE	2021-03	$49,614	$6,444	$43,170	1988-06
GENERAL ELECTRIC	PURCHASE	2018-03	$28,085	$74,783	-$46,698	2006-12
DOWDUPONT INC	PURCHASE	2018-06	$78,912	$5,931	$72,981	1984-01
GENERAL ELECTRIC	PURCHASE	2018-06	$72,387	$142,193	-$69,806

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (71 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
CORPORATE EQUITIES
3M COMPANY	$354,096	$354,096
AIR PROD & CHEM INC	$171,303	$171,303
ALLEGION PUB LTD CO	$25,761	$25,761
ALPHABET INC CL C	$33,469	$33,469
ALTRIA GROUP INC	$153,333	$153,333
AMERICAN EXPRESS	$117,600	$117,600
AMERICAN INTL GRP	$87	$87
AMERIPRISE FINCL INC	$33,571	$33,571
AON PLC SHS	$137,170	$137,170
APPLE INC	$55,533	$55,533
BANK OF NEW YORK MELLON CORP	$80,895	$80,895
BAXTER INTL INC	$44,304	$44,304
BECTON DICKINSON & CO	$47,912	$47,912
BRISTOL MYERS SQUIBB CO	$55,340	$55,340
CARDINAL HEALTH INC	$5,420	$5,420
CHEVRON CORP	$505,720	$505,720
CLOROX CO	$162,300	$162,300
COLGATE PALMOLIVE CO	$194,430	$194,430
CONOCOPHILLIPS	$139,240	$139,240
CONSOLIDATED EDISON INC	$155,960	$155,960
CORNING INC	$68,775	$68,775
DOMINION ENERGY	$402,262	$402,262
DOWDUPONT INC	$761,772	$761,772
DTE ENERGY COMPANY	$55,028	$55,028
DUKE ENERGY CORPORATION	$210,827	$210,827
DUN & BRADSTREET CP NEW	$24,530	$24,530
EASTMAN CHEMICAL COMPANY	$299,880	$299,880
ENBRIDGE INC	$182,590	$182,590
EXXON MOBIL CORP	$367,321	$367,321
FMC CORP NEW	$240,867	$240,867
GATX CORP	$74,230	$74,230
HARRIS CORPORATION DELAWARE	$9,684	$9,684
HERSHEY COMPANY	$55,836	$55,836
INGERSOLL-RAND PLC SHS	$89,730	$89,730
ITT INC	$17,092	$17,092
JOHNSON & JOHNSON	$351,886	$351,886
JPMORGAN CHASE & CO	$104,200	$104,200
KRAFT HEINZ CO	$87,069	$87,069
MICROSOFT CORP	$39,444	$39,444
MONDELEX INTL INC COM	$170,560	$170,560
MOODYS CORP	$136,448	$136,448
NEWELL BRANDS INC	$51,580	$51,580
NISOURCE INC	$70,956	$70,956
NVENT ELECTRIC PLC	$33,885	$33,885
OLIN CORPORATION	$57,440	$57,440
ONE GAS INC	$56,055	$56,055
ONEOK INC	$209,490	$209,490
PENTAIR PLC	$56,808	$56,808
PEPSICO INC NC	$239,514	$239,514
PFIZER INC	$72,016	$72,016
PHILP MORRIS INC	$193,776	$193,776
PHILLIPS 66 COM	$196,543	$196,543
PRAXAIR INC	$427,005	$427,005
PROCTER & GAMBLE	$78,060	$78,060
QUEST DIAGNOSTICS	$21,988	$21,988
S&P GLOBAL INC	$244,668	$244,668
SCHLUMBERGER LTD	$6,703	$6,703
SHIRE PLC ADR	$14,854	$14,854
SOUTHERN CO	$94,472	$94,472
STANLEY BLACK & DECKER INC	$132,810	$132,810
TEVA PHARMACEUTICALS ADR	$9,728	$9,728
TRAVELERS COMPANIES INC	$18,473	$18,473
VECTRUS INC	$1,110	$1,110
VERIZON COMMUNICATIONS	$92,067	$92,067
WILLIAMS CO INC	$189,770	$189,770
WPX ENERGY INC	$42,064	$42,064
XYLEM INC COM	$44,067	$44,067
YUM BRANDS INC	$31,288	$31,288
YUM CHINA HLDNGS	$15,384	$15,384
ZIMMER BIOMET HLDGS INC	$11,144	$11,144

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

Field	Value	IRS element (for citing)
Cost Or Other Basis	$29,231	CostOrOtherBasisAmt
Accumulated Depreciation	$28,848	AccumulatedDepreciationAmt
Book Value	$383	BookValueAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	INDIRECT LEGAL FEES	CategoryTxt
Legal Fees	$23,034	LegalFeesAmt
Disbursements Charitable Prps	$22,573	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	DUE FROM ENDOWMENT FUND	Desc

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
MANAGEMENT FEES - TRUST	$54,428	$54,428
SCHOLARSHIP BANQUET	$9,458	$9,458
INSURANCE	$978	$959
OFFICE TELEPHONE	$3,480
MISCELLANEOUS	$1,881
ADMINSTRATIVE HELP	$95
FOREIGN TAXES	$1,553
ANNUAL REPORT	$144
SCHOLARSHIPS AND GRANTS	$106,500	$106,500
MISCELLANEOUS - SB	$1,047
ADVERTISING	$256
OFFICE SUPPLIES AND EXPENSE	$1,915

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	MEMBERSHIP DUES	Desc
Revenue And Expenses Per Books	$240	RevenueAndExpensesPerBooksAmt
Adjusted Net Income	$240	AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	NET UNREALIZEDS GAIN IN INVESTMENT STOCK PORTFOLIO	Desc
Amt	$100,606	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	DUE TO OPERATING FUND	Desc

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL TAXES	CategoryTxt
Amt	$9,782	Amt

INDEPENDENT UNIVERSITY ALUMNI ASSOCIATION AT LOWELL INC: Form 990PF, tax year 2017

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Qualifying Distributions QualifyingDistributionsGrp

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Membership Dues And Assmnt MembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (26 entries)

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (71 entries)

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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