GREATER LOWELL COMMUNITY FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GREATER LOWELL COMMUNITY FOUNDATION INC (EIN 04-3401997)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201811349349302141
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T10:00:07-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01851 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 FOUNDATIONINC | BusinessNameLine1Txt |
| 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 NO 202 | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHESTER SZABLAK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9789701600 | PhoneNum |
| Signature | 2018-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD B DIONNE | PreparerPersonNm |
| PTIN | P00142882 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2018-04-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES F LINNEHAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRIMACK STREET NO 202 | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,764,942 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 44 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $875,021 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,886,938 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $460,120 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,634,724 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$8,066 | CYOtherRevenueAmt |
| PY Total Revenue | $1,335,141 | PYTotalRevenueAmt |
| CY Total Revenue | $3,513,596 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,060,049 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,393,163 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $392,699 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $417,341 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $171,495 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $536,025 | PYOtherExpensesAmt |
| CY Other Expenses | $823,732 | CYOtherExpensesAmt |
| PY Total Expenses | $1,988,773 | PYTotalExpensesAmt |
| CY Total Expenses | $2,634,236 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$653,632 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $879,360 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,702,199 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,917,263 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,294,905 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,783,282 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,407,294 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,133,981 | 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 | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,343,968 | ExpenseAmt |
| Grant | $1,393,163 | GrantAmt |
| Desc | ADDED 18 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. | Desc |
| Total Program Service Expenses | $2,343,968 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | 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 NO 202 | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01852 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| STEVEN JONCAS | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES C SHANNON III CPA | ||||||
| ASST. TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRIAN J STAFFORD CPA | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SUSANNE BEATON | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH BARTOLOTTA | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN P CHEMALY | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DOROTHY CHEN-COURTIN MBA PHD | ||||||
| CLERK | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SCOTT FLAGG | ||||||
| CO-VICE PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KAREN FREDERICK | ||||||
| CO-VICE PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRIAN L CHAPMAN | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| GLENN MELLO | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ATTY ANDREA S BATCHELDER | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ATTY MATTHEW C DONAHUE | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL KING | ||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LIANNA KUSHI | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| PATTI MASON | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CHESTER SZABLAK | ||||||
| PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANDREW S MACEY | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| YUN-JU CHOI | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES H COMTOIS CPA | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN IEM CPA | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT S LOCKETT III | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SHEILA OCH | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JUAN CARLOS RIVERA | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JAY STEVENSCPA | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES F LINNEHAN JR ESQ | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $137,318 | $0 | $5,536 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $137,318 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,536 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOWELL CENTRAL ELECTRIC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 182 CHELMSFORD STREET | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01851 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PROJECT SERVICES | ServicesDesc |
| Compensation | $289,189 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $10,144 | FundraisingAmt |
| All Other Contributions | $1,876,794 | AllOtherContributionsAmt |
| Noncash Contributions | $328,820 | NoncashContributionsAmt |
| Total Contributions | $1,886,938 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $798,591 | TotalRevenueColumnAmt |
| Exclusion | $798,591 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,069,482 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,233,349 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $836,133 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $836,133 | TotalRevenueColumnAmt |
| Exclusion | $836,133 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $9,931 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $10,144 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $17,997 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,066 | TotalRevenueColumnAmt |
| Exclusion | -$8,066 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,513,596 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,626,658 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,181,362 | TotalAmt |
| Program Services | $1,181,362 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,801 | TotalAmt |
| Program Services | $211,801 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,029 | TotalAmt |
| Program Services | $59,574 | ProgramServicesAmt |
| Management And General | $15,035 | ManagementAndGeneralAmt |
| Fundraising | $73,420 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,200 | TotalAmt |
| Program Services | $127,821 | ProgramServicesAmt |
| Management And General | $46,056 | ManagementAndGeneralAmt |
| Fundraising | $38,323 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,689 | TotalAmt |
| Program Services | $14,121 | ProgramServicesAmt |
| Management And General | $4,707 | ManagementAndGeneralAmt |
| Fundraising | $8,861 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,423 | TotalAmt |
| Program Services | $15,006 | ProgramServicesAmt |
| Management And General | $5,002 | ManagementAndGeneralAmt |
| Fundraising | $9,415 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,500 | TotalAmt |
| Management And General | $13,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,384 | TotalAmt |
| Program Services | $181,384 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,335 | TotalAmt |
| Management And General | $21,335 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,891 | TotalAmt |
| Program Services | $17,602 | ProgramServicesAmt |
| Management And General | $2,289 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,461 | TotalAmt |
| Program Services | $12,000 | ProgramServicesAmt |
| Management And General | $923 | ManagementAndGeneralAmt |
| Fundraising | $5,538 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,133 | TotalAmt |
| Program Services | $2,037 | ProgramServicesAmt |
| Management And General | $156 | ManagementAndGeneralAmt |
| Fundraising | $940 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,976 | TotalAmt |
| Program Services | $27,934 | ProgramServicesAmt |
| Management And General | $2,149 | ManagementAndGeneralAmt |
| Fundraising | $12,893 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,383 | TotalAmt |
| Program Services | $5,383 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,698 | TotalAmt |
| Program Services | $41,035 | ProgramServicesAmt |
| Management And General | $5,663 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,001 | TotalAmt |
| Program Services | $4,201 | ProgramServicesAmt |
| Management And General | $700 | ManagementAndGeneralAmt |
| Fundraising | $2,100 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,397 | TotalAmt |
| Program Services | $3,508 | ProgramServicesAmt |
| Management And General | $270 | ManagementAndGeneralAmt |
| Fundraising | $1,619 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSE | $405,635 | $405,635 | ||
| DUE AND SUBSCRIPTIONS | $13,150 | $11,835 | $1,315 | |
| ANNUAL REPORTS EXPENSE | $12,227 | $12,227 | ||
| LICENSES AND PERMITS | $10,397 | $6,758 | $520 | $3,119 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,164 | TotalAmt |
| Program Services | $14,971 | ProgramServicesAmt |
| Management And General | -$847 | ManagementAndGeneralAmt |
| Fundraising | $3,040 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,634,236 | TotalAmt |
| Program Services | $2,343,968 | ProgramServicesAmt |
| Management And General | $118,773 | ManagementAndGeneralAmt |
| Fundraising | $171,495 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $441,750 | BOYAmt |
| EOY | $255,513 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,168 | BOYAmt |
| EOY | $484,686 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550 | BOYAmt |
| EOY | $21,703 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,075 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,391 | BOYAmt |
| EOY | $17,143 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $79,431 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $74,030 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,402 | BOYAmt |
| EOY | $5,401 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,914,938 | BOYAmt |
| EOY | $36,117,506 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $14,236 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,702,199 | BOYAmt |
| EOY | $36,917,263 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,782 | BOYAmt |
| EOY | $42,529 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,600 | BOYAmt |
| EOY | $11,075 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,246,523 | BOYAmt |
| EOY | $3,729,678 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,294,905 | BOYAmt |
| EOY | $3,783,282 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,755,006 | BOYAmt |
| EOY | $28,718,094 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,088,626 | BOYAmt |
| EOY | $2,849,165 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,563,662 | BOYAmt |
| EOY | $1,566,722 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,407,294 | BOYAmt |
| EOY | $33,133,981 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,702,199 | BOYAmt |
| EOY | $36,917,263 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $879,360 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,793,539 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $53,788 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $1,226,150 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,481,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $961,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $875,022 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,886,938 | CurrentTaxYearAmt |
| Total | $6,431,660 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,226,150 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,481,925 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $961,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $875,022 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,886,938 | CurrentTaxYearAmt |
| Total | $6,431,660 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $709,098 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,722,562 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $577,838 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $599,184 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $562,484 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $518,030 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $798,591 | CurrentTaxYearAmt |
| Total | $3,056,127 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,487,787 | TotalSupportAmt |
| Public Support CY170 | 0.60320 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63270 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | 62 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $579,058 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $420,587 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,507,691 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,758,831 | BeginningYearBalanceAmt |
| Contributions | $962,662 | ContributionsAmt |
| Investment Earnings Or Losses | $1,168,630 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,032,240 | GrantsOrScholarshipsAmt |
| Other Expenditures | $545,699 | OtherExpendituresAmt |
| End Year Balance | $24,312,184 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,861,828 | BeginningYearBalanceAmt |
| Contributions | $1,775,537 | ContributionsAmt |
| Investment Earnings Or Losses | $3,054,281 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,335,353 | GrantsOrScholarshipsAmt |
| Other Expenditures | $597,462 | OtherExpendituresAmt |
| End Year Balance | $23,758,831 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.86630 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.04760 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08610 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $79,431 | OtherCostOrOtherBasisAmt |
| Depreciation | $74,030 | DepreciationAmt |
| Book Value | $5,401 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,401 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY ENDOWMENT | $3,684,516 |
| FISCAL AGENCY FUNDS | $43,522 |
| SPLIT INTEREST AGREEMENTS | $1,640 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,729,678 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,277,502 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,793,539 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,793,539 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,483,963 | RevenueSubtotalAmt |
| Other Revenues Not Included | $29,633 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $29,633 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,513,596 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,550,815 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $17,997 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $17,997 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,532,818 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $101,418 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $101,418 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,634,236 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 47,630. FUNDRAISING EXPENSES -17,997. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 17,997. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS FROM AGENCY ENDOWMENT FUNDS 101,418. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FIRST GIVING | Event1Nm |
| Gross Receipts Event1 | $20,075 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $10,144 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $9,931 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $9,931 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $8,066 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $20,075 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $10,144 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $9,931 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $9,931 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,066 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $17,997 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$8,066 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (58 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN TEXTILE HISTORY MUSEUM | ||||||||
| 491 DUTTON STREET | LOWELL | MA | 01854 | 042276089 | 501(C)(3) | $20,835 | DONOR ADVISED DISTRIBUTION | |
| NEW ENGLAND FORESTRY FOUNDATION INC | ||||||||
| PO BOX 1346 | LITTLETON | MA | 01460 | 042024022 | 501(C)(3) | $10,273 | DONOR ADVISED DISTRIBUTION | |
| WHISTLER HOUSE MUSEUM OF ART | ||||||||
| 243 WORTHEN STREET | LOWELL | MA | 01852 | 042428837 | 501(C)(3) | $67,599 | DONOR ADVISED DISTRIBUTION/PUBLIC ARTS PROGRAM | |
| LOWELL CATHOLIC HIGH SCHOOL | ||||||||
| 530 STEVENS STREET | LOWELL | MA | 01851 | 042563657 | 501(C)(3) | $87,451 | EDUCATION | |
| NEW ENGLAND QUILT MUSEUM | ||||||||
| 18 SHATTUCK STREET | LOWELL | MA | 01852 | 042971424 | 501(C)(3) | $65,615 | DONOR ADVISED DISTRIBUTION / GENERAL OPERATION | |
| LOWELL HERITAGE PARTNERSHIP | ||||||||
| PO BOX 8744 | LOWELL | MA | 01853 | 200317624 | 501(C)(3) | $5,617 | GENERAL OPERATION | |
| LOWELL PARKS & CONSERVATION TRUST INC | ||||||||
| PO BOX 7162 | LOWELL | MA | 01852 | 223070912 | 501(C)(3) | $16,733 | DONOR ADVISED DISTRIBUTION/GENERAL OPERATION | |
| MERRIMACK REPERTORY THEATER INC | ||||||||
| 132 WARREN STREET | LOWELL | MA | 01852 | 042664784 | 501(C)(3) | $82,882 | DONOR ADVISED DISTRIBUTION | |
| MERRIMACK VALLEY HOUSING PARTNERSHIP INC | ||||||||
| PO BOX 1042 | LOWELL | MA | 01853 | 042950316 | 501(C)(3) | $17,067 | GENERAL OPERATIONS | |
| CHALLENGE UNLIMITED INC AT IRONSTONE FARM | ||||||||
| 450 LOWELL ST | ANDOVER | MA | 01810 | 222478997 | 501(C)(3) | $7,373 | DONOR ADVISED DISTRIBUTION / SPONSORING A CHILD FOR A YEAR OF THERAPY | |
| COMMUNITY TEAMWORK INC | ||||||||
| 155 MERRIMACK ST 2ND FL | LOWELL | MA | 01852 | 042382027 | 501(C)(3) | $10,217 | DONOR ADVISED / GENERAL OPERATION | |
| LOWELL HIGH SCHOOL | ||||||||
| 50 FR MORISSETTE BLVD | LOWELL | MA | 01852 | $10,534 | SCHOLARSHIPS/DONOR ADVISED DISTRIBUTION/GENERAL SUPPORTS | |||
| UMASS LOWELL | ||||||||
| ONE UNIVERSITY AVE | LOWELL | MA | 01854 | $81,185 | GENERAL SUPPORT/SCHOLARSHIPS | |||
| ACRE FAMILY CHILD CARE INC | ||||||||
| 55 MIDDLE ST 5TH FL STE 500 | LOWELL | MA | 01852 | 043036200 | 501(C)(3) | $5,748 | GENERAL OPERATION | |
| CATHOLIC SCHOOLS FOUNDATION INC | ||||||||
| 67 BATTERYMARCH ST 6TH FL | BOSTON | MA | 02110 | 222485502 | 501(C)(3) | $8,500 | EDUCATION | |
| COALITION FOR A BETTER ACRE INC | ||||||||
| 517 MOODY ST FL 3 | LOWELL | MA | 01824 | 042760272 | 501(C)(3) | $9,036 | 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) | $7,000 | STEPHEN SAVAGE PROJECT | |
| OUR FATHER'S HOUSE INC | ||||||||
| 199 SUMMER ST | FITCHBURG | MA | 01420 | 222515061 | 501(C)(3) | $7,526 | ENSURING HEALTH WELLNESS IN HOMELESS CHILDREN | |
| ALTERNATIVE HOUSE INC | ||||||||
| PO BOX 2100 | LOWELL | MA | 01851 | 042661054 | 501(C)(3) | $5,963 | DONOR ADVISED DISTRIBUTION / EDUCATION | |
| BOSTON PORTUGUESE FESTIVAL INC | ||||||||
| ONE EXETER PL 699 BOYLSTON ST 7TH | BOSTON | MA | 02116 | 942287383 | $10,000 | BOSTON PORTUGUESE FESTIVAL | FLOOR | |
| LOWELL COMMUNITY HEALTH CENTER INC | ||||||||
| 161 JACKSON ST | LOWELL | MA | 01852 | 042881348 | 501(C)(3) | $11,802 | DONOR ADVISED DISTRIBUTION | |
| RECREATIONAL ADULT RESOURCE ASSOCIATION OF GREATER LOWELL INC | ||||||||
| 295 HIGH STREET | LOWELL | MA | 01852 | 237102772 | 501(C)(3) | $16,222 | DONOR ADVISED DISTRIBUTION / CAPACITY BUILDING | |
| ST VINCENT DEPAUL SOCIETY | ||||||||
| 18 CANTON STREET | STOUGHTON | MA | 02072 | 042104826 | 501(C)(3) | $10,421 | DONOR ADVISED DISTRIBUTION | |
| THIRD SECTOR NEW ENGLAND INC | ||||||||
| 89 SOUTH ST SUITE 700 | BOSTON | MA | 02111 | 042261109 | 501(C)(3) | $5,500 | FOOD FOR SENIORS | |
| SALVATION ARMY | ||||||||
| 150 APPLETON ST | LOWELL | MA | 01852 | 135562351 | 501(C)(3) | $12,620 | DONOR ADVISED DISTRIBUTION | |
| CASA ESPERANZA INC | ||||||||
| PO BOX 191540 | ROXBURY | MA | 02119 | 222525437 | 501(C)(3) | $15,000 | CLINICAL STABILIAZATION SERVICES START-UP | |
| CATIE'S CLOSET | ||||||||
| 19 SCHOOL STREET | DRACUT | MA | 01826 | 272531953 | 501(C)(3) | $10,000 | BUILD A SCHOOL CLOSET IN LAWRENCE | |
| CENTER FOR HOPE AND HEALINGINC | ||||||||
| 21 GEORGE ST STE 400 | LOWELL | MA | 01852 | 042732721 | 501(C)(3) | $20,000 | HEALING FROM ADDICTION/RECOVERING FROM TRAUMA | |
| COMMUNITY FAMILY INC | ||||||||
| 106 WYLLIS AVE | EVERETT | MA | 02149 | 042650838 | 501(C)(3) | $5,500 | CLIENT OUTREACH FUND | |
| FRIENDS OF LOWELL HIGH SCHOOL INC | ||||||||
| 16 BELROSE AVE | LOWELL | MA | 01852 | 042670250 | 501(C)(3) | $5,893 | GENERAL OPERATIONS | |
| GIRLS INCORPORATED OF GREATER LOWELL | ||||||||
| 220 WORTHEN ST | LOWELL | MA | 01852 | 042104401 | 501(C)(3) | $11,525 | DONOR ADVISED/ GENERAL OPERATIONS | |
| HABITAT FOR HUMANITY OF GREATER LOWELL | ||||||||
| 124 MAIN ST UNIT B | WESTFORD | MA | 01886 | 043123186 | 501(C)(3) | $6,500 | DONOR ADVISED DISTRIBUTION/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) | $7,335 | DONOR ADVISED DISTRIBUTION/ GENERAL OPERATIONS | |
| LOWELL GENERAL HOSPITAL | ||||||||
| 295 VARNUM AVE | LOWELL | MA | 01854 | 042103590 | 501(C)(3) | $5,648 | DONOR ADVISED DISTRIBUTION/TEAM WALK FOR CANCER/CANCER CENTER ENDOWMENT. | |
| LOWELL HOUSE INC | ||||||||
| 555 MERRIMACK ST | LOWELL | MA | 01854 | 237110106 | 501(C)(3) | $15,000 | CREATING LONG-TERM STABILITY THROUGH RECOVERY COACHING | |
| LUK CRISIS CENTER INC | ||||||||
| 545 WESTMINSTER ST | FITCHBURG | MA | 01420 | 042483679 | 501(C)(3) | $7,525 | RAISING RESILIENT KIDS | |
| LUNENBURG FIRE DEPARTMENT | ||||||||
| 655 MASSACHUSETTS AVE | LUNENBURG | MA | 01462 | 046001206 | $5,174 | ROSC-U CPR DEVICE | ||
| MASSACHUSETTS DOWN SYNDROME CONGRESS | ||||||||
| 20 BURLINGTON MALL RD STE 261 | BURLINGTON | MA | 01803 | 222596246 | 501(C)(3) | $7,081 | DONOR ADVISED DISTRIBUTION | |
| MEGAN HOUSE FOUNDATION INC | ||||||||
| 32 BERRY RD | LOWELL | MA | 01854 | 473503719 | 501(C)(3) | $15,000 | RECOVERY SERVICES | |
| MERRIMACK VALLY FOOD BANK INC | ||||||||
| 735 BROADWAY ST PO BOX 8638 | LOWELL | MA | 01853 | 223241609 | 501(C)(3) | $6,463 | DONOR ADVISED DISTRIBUTION/ MOBILE PANTRY | |
| MIDDLESEX COMMUNITY COLLEGE FOUNDATION INC | ||||||||
| 591 SPRINGS RD | BEDFORD | MA | 01730 | 042973384 | 501(C)(3) | $6,000 | SCHOLARSHIPS | |
| MILL CITY GROWS | ||||||||
| 150 WESTERN AVE B MILL UNIT A | LOWELL | MA | 01852 | 472096070 | 501(C)(3) | $8,182 | DONOR ADVISED DISTRIBUTION | |
| NASHUA RIVER WATERSHED ASSOCIATION | ||||||||
| 592 MAIN ST | GROTON | MA | 01450 | 237055674 | 501(C)(3) | $5,607 | SCIENCE-BASED RIVER STEWARDSHIP AND MANAGEMENT/ GENERAL OPERATIONS | |
| OBLATE MISSION GUILD | ||||||||
| 486 CHANDLER ST | TEWKSBURY | MA | 01876 | 046050095 | $5,005 | GIFTS TO ECONOMICALLY DISADVANTAGED CHILDREN AROUND THE COUNTRY/GENERAL SUPPORT | ||
| OPEN PANTRY OF GREATER LOWELL INC | ||||||||
| 13 HURD ST | LOWELL | MA | 01852 | 222474729 | 501(C)(3) | $7,213 | DONOR ADVISED DISTRIBUTION/FOOD PANTRY | |
| PORTUGUESE-AMERICAN CENTER INC | ||||||||
| 59 CHARLES ST | LOWELL | MA | 01852 | 042109422 | $25,000 | SENIOR CENTER | ||
| ST ANTHONY PARISH | ||||||||
| 893 CENTRAL ST | LOWELL | MA | 01852 | 042106247 | 501(C)(3) | $33,500 | DONOR ADVISED DISTRIBUTION/ HOMELESSNESS/PORTUGUESE AMERICAN SENIOR CENTER | |
| SEVEN HILLS FAMILY SERVICES INC | ||||||||
| 81 HOPE AVE | WORCESTER | MA | 01603 | 043293665 | 501(C)(3) | $9,147 | PROGRAM SUPPORT | |
| THE SHINE INITIATIVE | ||||||||
| 9 LEOMINSTER CONNECTOR | LEOMINSTER | MA | 01453 | 043537449 | 501(C)(3) | $7,055 | SWATTING STIGMA | |
| TOWN OF PEPPERELL | ||||||||
| 1 MAIN ST | PEPPERELL | MA | 01463 | 046001265 | $6,576 | CPR MACHINE | ||
| TOWN OF TOWNSEND | ||||||||
| 272 MAIN ST | TOWNSEND | MA | 01469 | 046001326 | $6,549 | CPR MACHINE | ||
| TOWNSEND CONGREGATIONAL CHURCH | ||||||||
| 3 BROOKLINE ST | TOWNSEND | MA | 01469 | 046000843 | 501(C)(3) | $7,055 | YOUTH OUTREACH | |
| UTEC | ||||||||
| 15 WARREN ST STE 3 | LOWELL | MA | 01852 | 383669532 | 501(C)(3) | $36,906 | HONOR SUE GLADSTONE/DONOR ADVISED DISTRIBUTION | |
| VISITING NURSES ASSOCIATION OF MIDDLESEX EAST INC | ||||||||
| 607 NORTH AVE STE 17 | WAKEFIELD | MA | 01880 | 046151873 | 501(C)(3) | $5,500 | ADAPTIVE EQUIPMENT | |
| ZACK'S TEAM FOUNDATION INC | ||||||||
| 50 TOWER FARM RD | BILLERICA | MA | 01821 | 465254298 | 501(C)(3) | $11,500 | PROGRAM SUPPORT | |
| THOREAU FARM TRUST INC | ||||||||
| 341 VIRGINIA RD | CONCORD | MA | 01742 | 043420325 | 501(C)(3) | $7,340 | OPERATIONAL SUPPORT | |
| CLEAN RIVER PROJECT INC | ||||||||
| 498 LOWELL ST | METHUEN | MA | 01844 | 261904414 | 501(C)(3) | $15,000 | PROGRAM SUPPORT | |
| MIDDLESEX COMMUNITY COLLEGE | ||||||||
| 33 KEARNEY SQ | LOWELL | MA | 01852 | 046002284 | $10,000 | OUT OF SCHOOL YOUTH CENTER | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 49 | Total501c3OrgCnt |
| Total Other Org | 9 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR TUITION | GrantTypeTxt |
| Recipient | 216 | RecipientCnt |
| Cash Grant | $211,801 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $318,317 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | ADVERTISING | 1 | $10,000 | COST |
| Yes (X) | OTHER | 1 | $439 | COST |
| Yes (X) | WEBSITE MAINTENANCE | 1 | $64 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 53,788. |
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