2016-05-03T07:38:15-05:00 2015-12-31 042917204 ANSTISS & CO PC 1115 WESTFORD STREET LOWELL MA 01851 990 2015-01-01 043401997 GREATER LOWELL COMMUNITY FOUNDATIONINC GREA 9789701600 100 MERRIMACK STREET NO 202 LOWELL MA 01852 KAY M DOYLE PHD PRESIDENT 9789701600 2016-04-28 1 RICHARD B DIONNE P00142882 9784522500 2016-04-28 2015 2016-09-27 15:27:22Z JAMES F LINNEHAN 100 MERRIMACK STREET NO 202 LOWELL MA 01852 9740784 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 6 44 0 0 1468355 6054829 0 0 2233735 1433378 0 0 3702090 7488207 1233861 1483474 0 0 323298 445345 0 0 33993 541127 510050 2098286 2438869 1603804 5049338 27858050 31278162 3315860 3356708 24542190 27921454 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 2093164 1483474 ADDED 23 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. 2093164 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 13 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 22 22 1 0 0 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 5.00 X X 0 0 0 KAY M DOYLE PHD DIRECTOR THRU JUNE 2015 5.00 X 0 0 0 JAMES C SHANNON III CPA TREASURER 5.00 X X 0 0 0 BRIAN J STAFFORD CPA ASSISTANT TREASURER 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 RICHARD K DONAHUE SR DIRECTOR THRU SEPT 2015 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 DIRECTOR 5.00 X 0 0 0 LIANNA KUSHI DIRECTOR 5.00 X 0 0 0 PAUL F MARION DIRECTOR 5.00 X 0 0 0 PATTI MASON DIRECTOR 5.00 X 0 0 0 CHESTER SZABLAK DIRECTOR 5.00 X 0 0 0 JAMES LINNEHAN DIRECTOR 5.00 X 0 0 0 JACQUILINE F MOLONEY DIRECTOR THRU JUNE 2015 5.00 X 0 0 0 AMSI Y MORALES DIRECTOR THRU JUNE 2015 5.00 X 0 0 0 TIMOTHY SWEENEY DIRECTOR THRU JUNE 2015 5.00 X 0 0 0 LISA TIGHE DIRECTOR THRU JUNE 2015 5.00 X 0 0 0 SUSAN WINSHIP FORMER EXECUTIVE DIRECTOR 40.00 X 82680 0 30248 JEFF BERGART FORMER CFO 8.00 X 15486 0 972 ANDREA J SHAPIRO INTERIM EXECUTIVE DIRECTOR 40.00 X 67500 0 312 165666 0 31532 0 0 0 0 0 35224 6019605 5071530 6054829 562485 562485 3121044 2250151 870893 870893 870893 2426 35224 2426 0 7488207 0 0 1433378 1270229 1270229 213245 213245 197198 145430 42730 9038 184877 144405 37123 3349 30962 23718 6714 530 32308 24527 6771 1010 14000 14000 138897 138897 63703 13581 45248 4874 11276 10076 1200 30314 24846 4518 950 2698 2158 405 135 43044 34435 6457 2152 3797 3797 34480 30789 3691 5920 5920 5332 5332 RESERVE ACCOUNT 100000 100000 LICENSES AND PERMITS 9281 9256 25 SEMINARS 8615 8615 ANNUAL APPEAL EXPENSES 6699 6699 31994 14492 13471 4031 2438869 2093164 311712 33993 557476 90424 396280 465437 208880 111847 22174 17037 79431 59387 16149 20044 26657091 30573373 27858050 31278162 45498 67294 89400 3270362 3200014 3315860 3356708 X 16726798 24476907 6293427 1922582 1521965 1521965 24542190 27921454 27858050 31278162 X 5049338 -1666289 -42842 39057 X 0 1 X 1 0 X 1069827 1230513 1226150 1481925 961625 5970040 1069827 1230513 1226150 1481925 961625 5970040 224913 5745127 662977 591705 577838 599184 562484 2994188 8964228 0.64090 0.64480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53 376413 539914 5524498 1 1 24312184 5431253 -235037 1150808 600360 27757232 23758831 962662 1168630 1032240 545699 24312184 20861828 1775537 3054281 1335353 597462 23758831 18333463 1702901 2126535 932247 368824 20861828 18867030 793526 -149106 824046 353941 18333463 0.86920 0.05480 0.07600 0 0 79431 59387 20044 20044 AGENCY ENDOWMENT 3150846 FISCAL AGENCY FUNDS 40549 SPLIT INTEREST AGREEMENTS 8619 3200014 X 5783892 -1666289 -1666289 7450181 38026 38026 7488207 2361786 2426 2426 2359360 79509 79509 2438869 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 BIKE-A-THON 37650 35224 2426 2426 37650 35224 2426 2426 2426 0 1 AMERICAN TEXTILE HISTORY MUSEUM 491 DUTTON STREET LOWELL MA 01854 042276089 501(C)(3) 21170 DONOR ADVISED DISTRIBUTION / GENERAL OPERATION NEW ENGLAND FORESTRY FOUNDATION INC PO BOX 1346 LITTLETON MA 01460 042024022 501(C)(3) 10212 DONOR ADVISED DISTRIBUTION WHISTLER HOUSE MUSEUM OF ART 243 WORTHEN STREET LOWELL MA 01852 042428837 501(C)(3) 17174 KIDS SUMMER ART PROGRAM LOWELL CATHOLIC HIGH SCHOOL 530 STEVENS STREET LOWELL MA 01851 042563657 501(C)(3) 90452 EDUCATION NEW ENGLAND QUILT MUSEUM 18 SHATTUCK STREET LOWELL MA 01852 042971424 501(C)(3) 11733 DONOR ADVISED DISTRIBUTION LOWELL HERITAGE PARTNERSHIP PO BOX 8744 LOWELL MA 01853 200317624 501(C)(3) 5608 GENERAL OPERATION LOWELL PARKS & CONSERVATION TRUST INC PO BOX 7162 LOWELL MA 01852 223070912 501(C)(3) 10059 DONOR ADVISED DISTRIBUTION/GENERAL OPERATION MERRIMACK REPERTORY THEATER INC 132 WARREN STREET LOWELL MA 01852 042664784 501(C)(3) 38266 DONOR ADVISED DISTRIBUTION MERRIMACK VALLEY HOUSING PARTNERSHIP INC PO BOX 1042 LOWELL MA 01853 042950316 501(C)(3) 23330 GENERAL OPERATIONS/PROJECT FOR HOME BUYER TRAINING THOREAU FARM TRUST INC PO BOX 454 CONCORD MA 01742 043420325 501(C)(3) 8556 DONOR ADVISED DISTRIBUTION NASHUA RIVER WATERSHED ASSOCIATION 592 MAIN STREET GROTON MA 01450 237055674 501(C)(3) 9997 WALKING PROGRAM FOR RESIDENTS / DONOR ADVISED DISTRIBUTION CHALLENGE UNLIMITED INC AT IRONSTONE FARM 450 LOWELL ST ANDOVER MA 01810 222478997 501(C)(3) 5500 DONOR ADVISED DISTRIBUTION COMMUNITY TEAMWORK INC 155 MERRIMACK ST 3RD FL LOWELL MA 01852 042382027 501(C)(3) 29439 DONOR ADVISED / GENERAL OPERATION LOWELL HIGH SCHOOL 50 FR MORISSETTE BLVD LOWELL MA 01852 17217 SCHOLARSHIPS/DONOR ADVISED DISTRIBUTION/GENERAL SUPPORTS UMASS LOWELL ONE UNIVERSITY AVE LOWELL MA 01854 88187 GENERAL SUPPORT/SCHOLARSHIPS ACRE FAMILY CHILD CARE INC 55 MIDDLE ST 5TH FL STE 500 LOWELL MA 01852 043036200 501(C)(3) 6818 DONOR ADVISED DISTRIBUTION CATHOLIC SCHOOLS FOUNDATION INC 260 FRANKLIN ST STE 630 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) 19899 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 GAINING GROUND PO BOX 374 CONCORD MA 01742 043083976 501(C)(3) 15000 FOOD PROGRAM MERRIMACK VALLEY FOOD BANK INC 735 BROADWAY ST LOWELL MA 01854 223241609 501(C)(3) 18951 DONOR ADVISED DISTRIBUTION / GENERAL PROGAM OUR FATHER'S HOUSE INC 199 SUMMER ST FITCHBURG MA 01420 222515061 501(C)(3) 7040 ENSURING HEALTH WELLNESS IN HOMELESS CHILDREN ANGKOR DANCE TROUPE INC PO BOX 1553 LOWELL MA 01853 223066416 501(C)(3) 7915 EXPERIENCE ANGKOR COMMUNITY TOUR / DONOR ADVISED DISTRIBUTION ALTERNATIVE HOUSE INC PO BOX 2100 LOWELL MA 01851 042661054 501(C)(3) 6176 DONOR ADVISED DISTRIBUTION BOSTON PORTUGUESE FESTIVAL INC ONE EXETER PL 699 BOYLSTON ST 7TH FLOOR BOSTON MA 02116 942287383 10000 BOSTON PORTUGUESE FESTIVAL BUDGET BUDDIES 14 HIGH STREET CHELMSFORD MA 01824 900688545 501(C)(3) 6000 DONOR ADVISED DISTRIBUTION CIRCLE HOME INC 336 CENTRAL STREET LOWELL MA 01852 042103812 501(C)(3) 5951 DONOR ADVISED DISTRIBUTOIN / SENIOR HEALTH CLINICS BEDELL DOCS 11 BAYVIEW LN NEWBURY MA 01951 264096528 501(C)(3) 9000 FIRE SAFTEY VIDEO BOY AND GIRLS CLUB OF GREATER LOWELL INC 657 MIDDLESEX ST LL MA 01851 042104396 501(C)(3) 15923 DONOR ADVISED DISTRIBUTION / GENERAL SUPPORTS ESPERANZA ACADEMY INC 198 GARDEN STREET LAWRENCE MA 01840 731722348 501(C)(3) 6000 DONOR ADVISED DISTRIBUTION FRIENDS OF LOWELL HIGH SCHOOL INC PO BOX 1264 LOWELL MA 01853 042670250 501(C)(3) 5967 DONOR ADVISED DISTRIBUTION GIRLS INCORPORATED OF GREATER LOWELL 220 WORTHEN ST LOWELL MA 01852 042104401 501(C)(3) 14513 DONOR ADVISED DISTRIBUTION CAMBODIAN MUTUAL ASSISTANCE ASSOCIATION OF GREATER LOWELL INC 465 SCHOOL ST LOWELL MA 01851 222553560 501(C)(3) 7500 EMERGING LEADERSHIP FOR LOWELL LOAVES & FISHES FOOD PANTRY INC PO BOX 1 AYER MA 01432 010726924 501(C)(3) 5400 HELP US MEET THE NEED LOWELL ASSOCIATION FOR THE BLIND 169 MERRIMACK ST 2ND FLOOR LOWELL MA 01852 042199874 501(C)(3) 10396 DONOR ADVISED DISTRIBUTION / GENERAL SUPPORT LOWELL COMMUNITY HEALTH CENTER INC 161 JACKSON ST LOWELL MA 01852 042881348 501(C)(3) 65426 DONOR ADVISED DISTRIBUTION RECREATIONAL ADULT RESOURCE ASSOCIATION OF GREATER LOWELL INC 295 HIGH STREET LOWELL MA 01852 237102772 501(C)(3) 11794 DONOR ADVISED DISTRIBUTION ROUDENBUSH COMMUNITY CENTER INC 65 MAIN STREET WESTFORD MA 01886 043260203 501(C)(3) 8575 FIRST WEEKEND ON COMMON AND BEYOND / DONOR ADVISED DISTRIBUTION SAINT ANTHONY CHURCH 893 CENTRAL STREET LOWELL MA 01852 042106247 25000 PORTUGUESE-AMERICAN SENIOR CENTER ST VINCENT DEPAUL SOCIETY 18 CANTON STREET STOUGHTON MA 02072 550812695 10270 DONOR ADVISED DISTRIBUTION STRONGWATER FARM THERAPEUTIC EQUESTRIAN CENTER IN TEWKSBURY 500 LIVINGSTON ST TEWKSBURY MA 01876 043436653 501(C)(3) 5000 GENERAL OPERATIONS THIRD SECTOR NEW ENGLAND INC 89 SOUTH ST SUITE 700 BOSTON MA 02111 042261109 501(C)(3) 5000 GENERAL OPERATION UNITED TEEN EQUALITY CENTER 15 WARREN ST SUITE 3 LOWELL MA 01852 383669532 501(C)(3) 16700 DONOR ADVISED DISTRIBUTION / GENERAL OPERATION VETERANS ASSISTING VETERANS INC PO BOX 274 DRACUT MA 01826 045431821 501(C)(3) 17500 DONOR ADVISED DISTRIBUTION CATIE'S CLOSET 19 SCHOOL ST DRACUT MA 01826 272531953 501(C)(3) 10990 DONOR ADVISED DISTRIBUTION / GENERAL OPERATION CENTER OF HOPE AND HEALING 144 MERRIMACK ST SUITE 304 LOWELL MA 01852 042732721 501(C)(3) 10695 PART TIME YOUTH EDUCATOR LOWELL HOUSE INC 555 MERRIMACK ST LOWELL MA 01853 237110106 501(C)(3) 6921 HEALTHY OPTIONS LOWELL KIWANIS FOUNDATION PO BOX 174 LOWELL MA 01853 043292078 501(C)(3) 5150 BRING UP GRADES PROGRAM LOWELL PUBLIC SCHOOLS 43 HIGHLAND ST LOWELL MA 01852 14586 GENERAL SUPPORT LUSTGARTEN FOUNDATION 111 STEWART AVE BETHPAGE NY 11714 311611837 501(C)(3) 5000 CANCER RESEARCH MASS AUDUBON SOCIETY 208 S GREAT RD LINCOLN MA 01773 042104702 501(C)(3) 5000 TREES PROGRAM MIDDLESEX COMMUNITY COLLEGE FOUNDATION 33 KEARNEY SQ LOWELL MA 01852 060991088 501(C)(3) 6000 SCHOLARSHIPS MILL CITY GROWS PO BOX 7133 LOWELL MA 01852 472096070 501(C)(3) 8000 DONOR ADVISED DISTRIBUTION MY FARTHERS HOUSE PO BOX 2003 N CHELMSFORD MA 01863 043103404 501(C)(3) 5000 DONOR ADVISED DISTRIBUTION NASHOBA ASSOCIATED BOARDS 2 SHAKER RD SUITE D 225 SHIRLEY MA 01464 8800 IN HOME INTERVENTION PROJECT NORTRE DAME CRISTO REY HIGH SCHOOL 303 HAVERHILL ST LAWRENCE MA 01840 020296284 501(C)(3) 5000 DONOR ADVISED DISTRIBUTION OBLATE MISSION GUILD 486 CHANDLER ST TEWKSBURY MA 01876 046050095 9923 DONOR ADVISED DISTRIBUTION POWER OF FLOWERS PROJECT 257 BOSTON RD NORTH BILLERICA MA 01862 461082544 501(C)(3) 7500 DONOR ADVISED DISTRIBUTION PROJECT LEARN 222 MERRIMACK ST LOWELL MA 01852 464885366 501(C)(3) 98823 DONOR ADVISED DISTRIBUTION / GENERAL SUPPORTS SOCIAL INNOVATION FORUM 11 AVE DE LAFAYETTE 5TH FL BOSTON MA 02111 473923576 501(C)(3) 20000 REVITALIZING THE CITY OF LOWELL TOWN OF TEWKSBURY 1009 MAIN ST TEWKSBURY MA 01876 043243895 7500 EMERGENCY RESPONSE SERVICES WISH PROJECT INC 1A FOUNDRY ST LOWELL MA 01852 203249145 501(C)(3) 6000 DONOR ADVISED DISTRIBUTION 58 4 SCHOLARSHIPS FOR TUITION 200 213245 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 4 5070149 X WEBSITE MAINTENANCE 1 1381 COST 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 DIRECTOR STEVEN JONCAS AND DIRECTOR RICHARD K. DONAHUE SR. ARE RELATED FORM 990, PART VI, SECTION B, LINE 11 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 39,057.