2018-05-14T10:00:07-05:00 2017-12-31 042917204 ANSTISS & CO PC 1115 WESTFORD STREET LOWELL MA 01851 990 2017-01-01 043401997 GREATER LOWELL COMMUNITY FOUNDATIONINC GREA 9789701600 100 MERRIMACK STREET NO 202 LOWELL MA 01852 CHESTER SZABLAK PRESIDENT 9789701600 2018-04-27 1 RICHARD B DIONNE P00142882 9784522500 2018-04-27 2017 2022-09-23 18:48:47Z JAMES F LINNEHAN 100 MERRIMACK STREET NO 202 LOWELL MA 01852 8764942 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. 25 25 6 44 0 0 875021 1886938 0 0 460120 1634724 0 -8066 1335141 3513596 1060049 1393163 0 0 392699 417341 0 0 171495 536025 823732 1988773 2634236 -653632 879360 31702199 36917263 3294905 3783282 28407294 33133981 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 2343968 1393163 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. 2343968 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 25 25 0 0 0 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 STEVEN JONCAS DIRECTOR 5.00 X 0 0 0 JAMES C SHANNON III CPA ASST. TREASURER 5.00 X X 0 0 0 BRIAN J STAFFORD CPA DIRECTOR 5.00 X 0 0 0 SUSANNE BEATON DIRECTOR 5.00 X 0 0 0 JOSEPH BARTOLOTTA DIRECTOR 5.00 X 0 0 0 JOHN P CHEMALY DIRECTOR 5.00 X 0 0 0 DOROTHY CHEN-COURTIN MBA PHD CLERK 5.00 X X 0 0 0 SCOTT FLAGG CO-VICE PRESIDENT 5.00 X X 0 0 0 KAREN FREDERICK CO-VICE PRESIDENT 5.00 X X 0 0 0 BRIAN L CHAPMAN DIRECTOR 5.00 X 0 0 0 GLENN MELLO DIRECTOR 5.00 X 0 0 0 ATTY ANDREA S BATCHELDER DIRECTOR 5.00 X 0 0 0 ATTY MATTHEW C DONAHUE DIRECTOR 5.00 X 0 0 0 MICHAEL KING TREASURER 5.00 X X 0 0 0 LIANNA KUSHI DIRECTOR 5.00 X 0 0 0 PATTI MASON DIRECTOR 5.00 X 0 0 0 CHESTER SZABLAK PRESIDENT 5.00 X X 0 0 0 ANDREW S MACEY DIRECTOR 5.00 X 0 0 0 YUN-JU CHOI DIRECTOR 5.00 X 0 0 0 CHARLES H COMTOIS CPA DIRECTOR 5.00 X 0 0 0 STEVEN IEM CPA DIRECTOR 5.00 X 0 0 0 ROBERT S LOCKETT III DIRECTOR 5.00 X 0 0 0 SHEILA OCH DIRECTOR 5.00 X 0 0 0 JUAN CARLOS RIVERA DIRECTOR 5.00 X 0 0 0 JAY STEVENSCPA DIRECTOR 5.00 X 0 0 0 JAMES F LINNEHAN JR ESQ EXECUTIVE DIRECTOR 40.00 X 137318 0 5536 137318 0 5536 1 0 0 0 LOWELL CENTRAL ELECTRIC 182 CHELMSFORD STREET LOWELL MA 01851 PROJECT SERVICES 289189 1 10144 1876794 328820 1886938 798591 798591 6069482 5233349 836133 836133 836133 9931 10144 17997 -8066 -8066 3513596 0 0 1626658 1181362 1181362 211801 211801 148029 59574 15035 73420 212200 127821 46056 38323 27689 14121 4707 8861 29423 15006 5002 9415 13500 13500 181384 181384 21335 21335 19891 17602 2289 18461 12000 923 5538 3133 2037 156 940 42976 27934 2149 12893 5383 5383 46698 41035 5663 7001 4201 700 2100 5397 3508 270 1619 PROGRAM EXPENSE 405635 405635 DUE AND SUBSCRIPTIONS 13150 11835 1315 ANNUAL REPORTS EXPENSE 12227 12227 LICENSES AND PERMITS 10397 6758 520 3119 17164 14971 -847 3040 2634236 2343968 118773 171495 441750 255513 317168 484686 550 21703 1075 15391 17143 79431 74030 12402 5401 30914938 36117506 0 14236 31702199 36917263 33782 42529 14600 11075 3246523 3729678 3294905 3783282 X 24755006 28718094 2088626 2849165 1563662 1566722 28407294 33133981 31702199 36917263 X 879360 3793539 53788 X 0 1 X 1 0 X 1226150 1481925 961625 875022 1886938 6431660 1226150 1481925 961625 875022 1886938 6431660 709098 5722562 577838 599184 562484 518030 798591 3056127 9487787 0.60320 0.63270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62 579058 420587 6507691 1 1 28193496 1193439 5481954 1341021 592251 32935617 27757232 346324 1543219 834586 618693 28193496 24312184 5431253 -235037 1150808 600360 27757232 23758831 962662 1168630 1032240 545699 24312184 20861828 1775537 3054281 1335353 597462 23758831 0.86630 0.04760 0.08610 0 0 79431 74030 5401 5401 AGENCY ENDOWMENT 3684516 FISCAL AGENCY FUNDS 43522 SPLIT INTEREST AGREEMENTS 1640 3729678 X 7277502 3793539 3793539 3483963 29633 29633 3513596 2550815 17997 17997 2532818 101418 101418 2634236 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. FIRST GIVING 20075 10144 9931 9931 8066 20075 10144 9931 9931 8066 17997 -8066 1 AMERICAN TEXTILE HISTORY MUSEUM 491 DUTTON STREET LOWELL MA 01854 042276089 501(C)(3) 20835 DONOR ADVISED DISTRIBUTION NEW ENGLAND FORESTRY FOUNDATION INC PO BOX 1346 LITTLETON MA 01460 042024022 501(C)(3) 10273 DONOR ADVISED DISTRIBUTION WHISTLER HOUSE MUSEUM OF ART 243 WORTHEN STREET LOWELL MA 01852 042428837 501(C)(3) 67599 DONOR ADVISED DISTRIBUTION/PUBLIC ARTS PROGRAM LOWELL CATHOLIC HIGH SCHOOL 530 STEVENS STREET LOWELL MA 01851 042563657 501(C)(3) 87451 EDUCATION NEW ENGLAND QUILT MUSEUM 18 SHATTUCK STREET LOWELL MA 01852 042971424 501(C)(3) 65615 DONOR ADVISED DISTRIBUTION / GENERAL OPERATION LOWELL HERITAGE PARTNERSHIP PO BOX 8744 LOWELL MA 01853 200317624 501(C)(3) 5617 GENERAL OPERATION LOWELL PARKS & CONSERVATION TRUST INC PO BOX 7162 LOWELL MA 01852 223070912 501(C)(3) 16733 DONOR ADVISED DISTRIBUTION/GENERAL OPERATION MERRIMACK REPERTORY THEATER INC 132 WARREN STREET LOWELL MA 01852 042664784 501(C)(3) 82882 DONOR ADVISED DISTRIBUTION MERRIMACK VALLEY HOUSING PARTNERSHIP INC PO BOX 1042 LOWELL MA 01853 042950316 501(C)(3) 17067 GENERAL OPERATIONS CHALLENGE UNLIMITED INC AT IRONSTONE FARM 450 LOWELL ST ANDOVER MA 01810 222478997 501(C)(3) 7373 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) 10217 DONOR ADVISED / GENERAL OPERATION LOWELL HIGH SCHOOL 50 FR MORISSETTE BLVD LOWELL MA 01852 10534 SCHOLARSHIPS/DONOR ADVISED DISTRIBUTION/GENERAL SUPPORTS UMASS LOWELL ONE UNIVERSITY AVE LOWELL MA 01854 81185 GENERAL SUPPORT/SCHOLARSHIPS ACRE FAMILY CHILD CARE INC 55 MIDDLE ST 5TH FL STE 500 LOWELL MA 01852 043036200 501(C)(3) 5748 GENERAL OPERATION CATHOLIC SCHOOLS FOUNDATION INC 67 BATTERYMARCH ST 6TH FL BOSTON MA 02110 222485502 501(C)(3) 8500 EDUCATION COALITION FOR A BETTER ACRE INC 517 MOODY ST FL 3 LOWELL MA 01824 042760272 501(C)(3) 9036 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) 7000 STEPHEN SAVAGE PROJECT OUR FATHER'S HOUSE INC 199 SUMMER ST FITCHBURG MA 01420 222515061 501(C)(3) 7526 ENSURING HEALTH WELLNESS IN HOMELESS CHILDREN ALTERNATIVE HOUSE INC PO BOX 2100 LOWELL MA 01851 042661054 501(C)(3) 5963 DONOR ADVISED DISTRIBUTION / EDUCATION BOSTON PORTUGUESE FESTIVAL INC ONE EXETER PL 699 BOYLSTON ST 7TH FLOOR BOSTON MA 02116 942287383 10000 BOSTON PORTUGUESE FESTIVAL LOWELL COMMUNITY HEALTH CENTER INC 161 JACKSON ST LOWELL MA 01852 042881348 501(C)(3) 11802 DONOR ADVISED DISTRIBUTION RECREATIONAL ADULT RESOURCE ASSOCIATION OF GREATER LOWELL INC 295 HIGH STREET LOWELL MA 01852 237102772 501(C)(3) 16222 DONOR ADVISED DISTRIBUTION / CAPACITY BUILDING ST VINCENT DEPAUL SOCIETY 18 CANTON STREET STOUGHTON MA 02072 042104826 501(C)(3) 10421 DONOR ADVISED DISTRIBUTION THIRD SECTOR NEW ENGLAND INC 89 SOUTH ST SUITE 700 BOSTON MA 02111 042261109 501(C)(3) 5500 FOOD FOR SENIORS SALVATION ARMY 150 APPLETON ST LOWELL MA 01852 135562351 501(C)(3) 12620 DONOR ADVISED DISTRIBUTION CASA ESPERANZA INC PO BOX 191540 ROXBURY MA 02119 222525437 501(C)(3) 15000 CLINICAL STABILIAZATION SERVICES START-UP CATIE'S CLOSET 19 SCHOOL STREET DRACUT MA 01826 272531953 501(C)(3) 10000 BUILD A SCHOOL CLOSET IN LAWRENCE CENTER FOR HOPE AND HEALINGINC 21 GEORGE ST STE 400 LOWELL MA 01852 042732721 501(C)(3) 20000 HEALING FROM ADDICTION/RECOVERING FROM TRAUMA COMMUNITY FAMILY INC 106 WYLLIS AVE EVERETT MA 02149 042650838 501(C)(3) 5500 CLIENT OUTREACH FUND FRIENDS OF LOWELL HIGH SCHOOL INC 16 BELROSE AVE LOWELL MA 01852 042670250 501(C)(3) 5893 GENERAL OPERATIONS GIRLS INCORPORATED OF GREATER LOWELL 220 WORTHEN ST LOWELL MA 01852 042104401 501(C)(3) 11525 DONOR ADVISED/ GENERAL OPERATIONS HABITAT FOR HUMANITY OF GREATER LOWELL 124 MAIN ST UNIT B WESTFORD MA 01886 043123186 501(C)(3) 6500 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) 7335 DONOR ADVISED DISTRIBUTION/ GENERAL OPERATIONS LOWELL GENERAL HOSPITAL 295 VARNUM AVE LOWELL MA 01854 042103590 501(C)(3) 5648 DONOR ADVISED DISTRIBUTION/TEAM WALK FOR CANCER/CANCER CENTER ENDOWMENT. LOWELL HOUSE INC 555 MERRIMACK ST LOWELL MA 01854 237110106 501(C)(3) 15000 CREATING LONG-TERM STABILITY THROUGH RECOVERY COACHING LUK CRISIS CENTER INC 545 WESTMINSTER ST FITCHBURG MA 01420 042483679 501(C)(3) 7525 RAISING RESILIENT KIDS LUNENBURG FIRE DEPARTMENT 655 MASSACHUSETTS AVE LUNENBURG MA 01462 046001206 5174 ROSC-U CPR DEVICE MASSACHUSETTS DOWN SYNDROME CONGRESS 20 BURLINGTON MALL RD STE 261 BURLINGTON MA 01803 222596246 501(C)(3) 7081 DONOR ADVISED DISTRIBUTION MEGAN HOUSE FOUNDATION INC 32 BERRY RD LOWELL MA 01854 473503719 501(C)(3) 15000 RECOVERY SERVICES MERRIMACK VALLY FOOD BANK INC 735 BROADWAY ST PO BOX 8638 LOWELL MA 01853 223241609 501(C)(3) 6463 DONOR ADVISED DISTRIBUTION/ MOBILE PANTRY MIDDLESEX COMMUNITY COLLEGE FOUNDATION INC 591 SPRINGS RD BEDFORD MA 01730 042973384 501(C)(3) 6000 SCHOLARSHIPS MILL CITY GROWS 150 WESTERN AVE B MILL UNIT A LOWELL MA 01852 472096070 501(C)(3) 8182 DONOR ADVISED DISTRIBUTION NASHUA RIVER WATERSHED ASSOCIATION 592 MAIN ST GROTON MA 01450 237055674 501(C)(3) 5607 SCIENCE-BASED RIVER STEWARDSHIP AND MANAGEMENT/ GENERAL OPERATIONS OBLATE MISSION GUILD 486 CHANDLER ST TEWKSBURY MA 01876 046050095 5005 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) 7213 DONOR ADVISED DISTRIBUTION/FOOD PANTRY PORTUGUESE-AMERICAN CENTER INC 59 CHARLES ST LOWELL MA 01852 042109422 25000 SENIOR CENTER ST ANTHONY PARISH 893 CENTRAL ST LOWELL MA 01852 042106247 501(C)(3) 33500 DONOR ADVISED DISTRIBUTION/ HOMELESSNESS/PORTUGUESE AMERICAN SENIOR CENTER SEVEN HILLS FAMILY SERVICES INC 81 HOPE AVE WORCESTER MA 01603 043293665 501(C)(3) 9147 PROGRAM SUPPORT THE SHINE INITIATIVE 9 LEOMINSTER CONNECTOR LEOMINSTER MA 01453 043537449 501(C)(3) 7055 SWATTING STIGMA TOWN OF PEPPERELL 1 MAIN ST PEPPERELL MA 01463 046001265 6576 CPR MACHINE TOWN OF TOWNSEND 272 MAIN ST TOWNSEND MA 01469 046001326 6549 CPR MACHINE TOWNSEND CONGREGATIONAL CHURCH 3 BROOKLINE ST TOWNSEND MA 01469 046000843 501(C)(3) 7055 YOUTH OUTREACH UTEC 15 WARREN ST STE 3 LOWELL MA 01852 383669532 501(C)(3) 36906 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) 5500 ADAPTIVE EQUIPMENT ZACK'S TEAM FOUNDATION INC 50 TOWER FARM RD BILLERICA MA 01821 465254298 501(C)(3) 11500 PROGRAM SUPPORT THOREAU FARM TRUST INC 341 VIRGINIA RD CONCORD MA 01742 043420325 501(C)(3) 7340 OPERATIONAL SUPPORT CLEAN RIVER PROJECT INC 498 LOWELL ST METHUEN MA 01844 261904414 501(C)(3) 15000 PROGRAM SUPPORT MIDDLESEX COMMUNITY COLLEGE 33 KEARNEY SQ LOWELL MA 01852 046002284 10000 OUT OF SCHOOL YOUTH CENTER 49 9 SCHOLARSHIPS FOR TUITION 216 211801 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 2 318317 X ADVERTISING 1 10000 COST X OTHER 1 439 COST X WEBSITE MAINTENANCE 1 64 COST 0 0 0 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.