2017-05-02T09:27:20-05:00 2016-12-31 042917204 ANSTISS & CO PC 1115 WESTFORD STREET LOWELL MA 01851 990 2016-01-01 043401997 GREATER LOWELL COMMUNITY FOUNDATIONINC GREA 9789701600 100 MERRIMACK STREET NO 202 LOWELL MA 01852 JOSEPH BARTOLOTTA PRESIDENT 9789701600 2017-04-11 1 RICHARD B DIONNE P00142882 9784522500 2017-04-11 50.198.108.100 2017-04-11 12:10:40 ED P 6E9F1D2E45B191CA27FE33BBE0F9831F7265819C 4F51A0CDA3CEEEDE0D04632043DDB53C8B944E1F 2016 2021-01-29 14:40:06Z JAMES F LINNEHAN 100 MERRIMACK STREET NO 202 LOWELL MA 01852 8842006 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. 22 22 5 44 0 0 6054829 875022 0 0 1433378 460120 0 -6823 7488207 1328319 1483474 1060049 0 0 445345 392699 0 0 161164 510050 529202 2438869 1981950 5049338 -653631 31278162 31702199 3356708 3294905 27921454 28407294 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 1626499 1060049 ADDED 19 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. 1626499 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 15 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 22 22 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X JAMES F LINNEHAN EXECUTIVE DIRECTOR 9789701600 100 MERRIMACK STREET SUITE 202 LOWELL MA 01852 STEVEN JONCAS CO-VICE PRESIDENT THRU JUNE 2016 5.00 X X 0 0 0 JAMES C SHANNON III CPA TREASURER 5.00 X X 0 0 0 BRIAN J STAFFORD CPA ASST.TREASURER THRU JUNE 2016 5.00 X X 0 0 0 ATTY ANNMARIE ROARK DIRECTOR 5.00 X 0 0 0 SUSANNE BEATON DIRECTOR 5.00 X 0 0 0 JOSEPH BARTOLOTTA PRESIDENT 5.00 X 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 DIRECTOR 5.00 X 0 0 0 KAREN FREDERICK CO-VICE PRESIDENT 5.00 X X 0 0 0 JAMES D NOLAN DIRECTOR 5.00 X 0 0 0 BRIAN L CHAPMAN DIRECTOR 5.00 X 0 0 0 GLENN MELLO DIRECTOR 5.00 X 0 0 0 ANALISE SAAB 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 ASSISTANT TREASURER 5.00 X X 0 0 0 LIANNA KUSHI DIRECTOR 5.00 X 0 0 0 PAUL F MARION DIRECTOR THRU JUNE 2016 5.00 X 0 0 0 PATTI MASON DIRECTOR 5.00 X 0 0 0 CHESTER SZABLAK CO-VICE PRESIDENT 5.00 X X 0 0 0 JENNIFER ARADHYA DIRECTOR 5.00 X 0 0 0 ANDREW MACEY DIRECTOR 5.00 X 0 0 0 MATT COGGINS DIRECTOR 5.00 X 0 0 0 CAROLYN ROLFE DIRECTOR 5.00 X 0 0 0 JAMES F LINNEHAN JR ESQ EXECUTIVE DIRECTOR 40.00 X 133421 0 4424 ANDREA J SHAPIRO INTERIM EXECUTIVE DIRECTOR 40.00 X 7864 0 0 141285 0 4424 1 0 0 0 0 4745 870277 78200 875022 518030 518030 7437139 7495049 -57910 -57910 -57910 11815 4745 18638 -6823 -6823 1328319 0 0 453297 830716 830716 229333 229333 148207 59596 15020 73591 177513 108474 39221 29818 39935 20367 6788 12780 27044 13792 4598 8654 11900 11900 165622 165622 70654 66716 3488 450 20051 16285 2005 1761 18671 17113 1558 2892 1880 145 867 42037 27324 2102 12611 3326 3326 28452 24425 4027 7642 4585 764 2293 5681 3693 284 1704 RESERVE ACCOUNT 100000 100000 PRINTING AND REPRODUCTI 11096 8440 554 2102 DUE AND SUBSCRIPTIONS 10949 9427 1095 427 LICENSES AND PERMITS 10149 6597 507 3045 20080 8788 1789 9503 1981950 1626499 194287 161164 90424 441750 465437 317168 111847 550 17037 15391 79431 67029 20044 12402 30573373 30914938 31278162 31702199 67294 33782 89400 14600 3200014 3246523 3356708 3294905 X 24476907 24755006 1922582 2088626 1521965 1563662 27921454 28407294 31278162 31702199 X -653631 1074671 64800 X 0 1 X 1 0 X 1230513 1226150 1481925 961625 875022 5775235 1230513 1226150 1481925 961625 875022 5775235 318783 5456452 591705 577838 599184 562484 518030 2849241 8624476 0.63270 0.64090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55 259985 352728 5496299 1 1 27757232 346324 1543219 834586 618693 28193496 24312184 5431253 -235037 1150808 600360 27757232 23758831 962662 1168630 1032240 545699 24312184 20861828 1775537 3054281 1335353 597462 23758831 18333463 1702901 2126535 932247 368824 20861828 0.87050 0.05550 0.07410 0 0 79431 67029 12402 12402 AGENCY ENDOWMENT 3205250 FISCAL AGENCY FUNDS 39633 SPLIT INTEREST AGREEMENTS 1640 3246523 X 2399827 1074671 1074671 1325156 3163 3163 1328319 1913987 18638 18638 1895349 86601 86601 1981950 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 FUNDRAISING EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS FROM AGENCY ENDOWMENT FUNDS FIRST GIVING 16560 4745 11815 11815 6823 16560 4745 11815 11815 6823 18638 -6823 1 AMERICAN TEXTILE HISTORY MUSEUM 491 DUTTON STREET LOWELL MA 01854 042276089 501(C)(3) 21139 DONOR ADVISED DISTRIBUTION NEW ENGLAND FORESTRY FOUNDATION INC PO BOX 1346 LITTLETON MA 01460 042024022 501(C)(3) 10328 DONOR ADVISED DISTRIBUTION WHISTLER HOUSE MUSEUM OF ART 243 WORTHEN STREET LOWELL MA 01852 042428837 501(C)(3) 21973 DONOR ADVISED DISTRIBUTION/SUMMER ART PROGRAM LOWELL CATHOLIC HIGH SCHOOL 530 STEVENS STREET LOWELL MA 01851 042563657 501(C)(3) 86682 EDUCATION NEW ENGLAND QUILT MUSEUM 18 SHATTUCK STREET LOWELL MA 01852 042971424 501(C)(3) 21585 DONOR ADVISED DISTRIBUTION / GENERAL OPERATION LOWELL HERITAGE PARTNERSHIP PO BOX 8744 LOWELL MA 01853 200317624 501(C)(3) 5670 GENERAL OPERATION LOWELL PARKS & CONSERVATION TRUST INC PO BOX 7162 LOWELL MA 01852 223070912 501(C)(3) 9990 DONOR ADVISED DISTRIBUTION/GENERAL OPERATION MERRIMACK REPERTORY THEATER INC 132 WARREN STREET LOWELL MA 01852 042664784 501(C)(3) 36273 DONOR ADVISED DISTRIBUTION MERRIMACK VALLEY HOUSING PARTNERSHIP INC PO BOX 1042 LOWELL MA 01853 042950316 501(C)(3) 16832 GENERAL OPERATIONS CHALLENGE UNLIMITED INC AT IRONSTONE FARM 450 LOWELL ST ANDOVER MA 01810 222478997 501(C)(3) 7800 DONOR ADVISED DISTRIBUTION / PONSORING A CHILD FOR A YEAR OF THERAPY COMMUNITY TEAMWORK INC 155 MERRIMACK ST 2ND FL LOWELL MA 01852 042382027 501(C)(3) 15940 DONOR ADVISED / GENERAL OPERATION LOWELL HIGH SCHOOL 50 FR MORISSETTE BLVD LOWELL MA 01852 8563 SCHOLARSHIPS/DONOR ADVISED DISTRIBUTION/GENERAL SUPPORTS UMASS LOWELL ONE UNIVERSITY AVE LOWELL MA 01854 107655 GENERAL SUPPORT/SCHOLARSHIPS ACRE FAMILY CHILD CARE INC 55 MIDDLE ST 5TH FL STE 500 LOWELL MA 01852 043036200 501(C)(3) 5650 GENERAL OPERATION CATHOLIC SCHOOLS FOUNDATION INC 67 BATTERYMARCH ST 6TH FL BOSTON MA 02110 222485502 501(C)(3) 8000 EDUCATION COALITION FOR A BETTER ACRE INC 517 MOODY ST FL 3 LOWELL MA 01824 042760272 501(C)(3) 25951 DONOR ADVISED / TRAINING / GENERAL OPERATIONS FRACTURED ATLAS PRODUCTIONS INC 248 W 35TH ST 10TH FL NEW YORK NY 10001 113451703 501(C)(3) 6000 STEPHEN SAVAGE PROJECT LAURA LEE ALTERNATIVE SCHOOL 235 POWELL ST LOWELL MA 01851 6040 GENERAL OPERATION OUR FATHER'S HOUSE INC 199 SUMMER ST FITCHBURG MA 01420 222515061 501(C)(3) 6666 ENSURING HEALTH WELLNESS IN HOMELESS CHILDREN ALTERNATIVE HOUSE INC PO BOX 2100 LOWELL MA 01851 042661054 501(C)(3) 7966 DONOR ADVISED DISTRIBUTION / EDUCATION BOSTON PORTUGUESE FESTIVAL INC ONE EXETER PL 699 BOYLSTON ST 7TH FLOOR BOSTON MA 02116 942287383 10000 BOSTON PORTUGUESE FESTIVAL DANA-FARBER CANCER INSTITUTE PO BOX 849168 BOSTON MA 02284 042263040 501(C)(3) 10000 IN HONOR OF JOANNE STONE LOWELL COMMUNITY HEALTH CENTER INC 161 JACKSON ST LOWELL MA 01852 042881348 501(C)(3) 12500 DONOR ADVISED DISTRIBUTION / CELEBRATING THE LEGACY AND VISION OF DORCAS GRIGG RECREATIONAL ADULT RESOURCE ASSOCIATION OF GREATER LOWELL INC 295 HIGH STREET LOWELL MA 01852 237102772 501(C)(3) 11733 DONOR ADVISED DISTRIBUTION / GENERAL OPERATION ST VINCENT DEPAUL SOCIETY 18 CANTON STREET STOUGHTON MA 02072 042104826 501(C)(3) 10447 DONOR ADVISED DISTRIBUTION THIRD SECTOR NEW ENGLAND INC 89 SOUTH ST SUITE 700 BOSTON MA 02111 042261109 501(C)(3) 8146 FOOD FOR SENIORS LOWELL PUBLIC SCHOOLS 43 HIGHLAND ST LOWELL MA 01852 5430 GENERAL SUPPORT MAB COMMUNITY SERVICES 200 IVY ST BROOKLINE MA 02446 042109859 501(C)(3) 9704 ELDERS PROGRAM AND SUPPORT MARATHON MUSIC & YOUTH INITIATIVE 733 TURNPIKE ST NORTH ANDOVER MA 01845 202767066 501(C)(3) 10000 DONOR ADVISED DISTRIBUTION THE UMBRELLA COMMUNITY ARTS CENTER 40 STOW ST CONCORD MA 01742 042761964 501(C)(3) 6000 ENVIRONMENTAL AND ARTS PROJECT LEARN 222 MERRIMACK ST LOWELL MA 01852 464885366 501(C)(3) 36326 DONOR ADVISED DISTRIBUTION LOWELL TRANSITIONAL LIVING CENTER INC 205-209 MIDDLESEX ST LOWELL MA 01852 042933012 501(C)(3) 6500 DONOR ADVISED DISTRIBUTION SALVATION ARMY 150 APPLETON ST LOWELL MA 01852 135562351 501(C)(3) 15000 DONOR ADVISED DISTRIBUTION VETERAN HOMESTEAD INC 69 HIGH ST FITCHBURG MA 01420 043199887 501(C)(3) 8334 ELDER CARE PROGRAM VETERAN INC 69 GROVE ST WORCESTER MA 01605 043098024 501(C)(3) 5816 FORT DEVENS PROJECT VIGINIA THURSTON HEALING GARDEN 145 BOLTON RD HARVARD MA 01451 043522717 501(C)(3) 8334 CLINICAL PROGRAM 31 5 SCHOLARSHIPS FOR TUITION 250 229333 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 3 67444 X ADVERTISING 1 10000 COST X WEBSITE MAINTENANCE 1 528 COST X OTHER 1 228 COST 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE FOUNDATION AMENDED ITS BY-LAWS TO ADD DEVELOPMENT COMMITTEE POSITION. 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 64,800.