2015-05-05T09:01:32-05:00 2014-12-31 042917204 ANSTISS & CO PC 1115 WESTFORD STREET LOWELL MA 01851 990 2014-01-01 043401997 GREATER LOWELL COMMUNITY FOUNDATIONINC GREA 9789701600 100 MERRIMACK STREET NO 202 LOWELL MA 01852 KAY M DOYLE PHD PRESIDENT 9789701600 2015-05-05 1 RICHARD B DIONNE P00142882 9784522500 2015-05-04 2014 2016-03-07 17:11:31Z SUSAN WINSHIP 100 MERRIMACK STREET NO 202 LOWELL MA 01852 3718585 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, MAKES LOANS, 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. 24 24 5 80 0 0 2222881 1468355 0 0 1115390 2233735 0 0 3338271 3702090 1364097 1233861 0 0 375939 323298 0 0 41120 441654 541127 2181690 2098286 1156581 1603804 27215028 27858050 3206509 3315860 24008519 24542190 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, MAKES LOANS, 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 1784870 1233861 TO ATTRACT FUNDS TO DISTRIBUTE GRANTS AND LOANS TO LOCAL AGENCIES BY CREATING AWARENESS AMONG COMMUNITY BUSINESSES AND THE GENERAL PUBLIC FOR CHARITABLE GIVING. 1784870 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 20 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 24 24 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X SUSAN WINSHIP 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 PRESIDENT 5.00 X X 0 0 0 JAMES C SHANNON III CPA TREASURER 5.00 X X 0 0 0 BRIAN J STAFFORD ASSISTANT TREASURER 5.00 X X 0 0 0 ATTY ANNMARIE ROARK CLERK 5.00 X X 0 0 0 SUSANNE BEATON DIRECTOR 5.00 X 0 0 0 RICHARD K DONAHUE SR DIRECTOR 5.00 X 0 0 0 GEORGE L DUNCAN DIRECTOR 5.00 X 0 0 0 LUIS PEDROSO FORMER DIRECTOR 5.00 X 0 0 0 JOSEPH BARTOLOTTA VICE PRESIDENT 5.00 X X 0 0 0 JOHN P CHEMALY DIRECTOR 5.00 X 0 0 0 DOROTHY CHEN-COURTIN MBA PHD DIRECTOR 5.00 X 0 0 0 SCOTT FLAGG DIRECTOR 5.00 X 0 0 0 KAREN FREDERICK DIRECTOR 5.00 X 0 0 0 JACQUELINE F MOLONEY EDD DIRECTOR 5.00 X 0 0 0 ATTY AMSI Y MORALES DIRECTOR 5.00 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 TIMOTHY M SWEENEY DIRECTOR 5.00 X 0 0 0 LISA TIGHE DIRECTOR 5.00 X 0 0 0 DR JAMES H REICHHELD FORMER DIRECTOR 5.00 X 0 0 0 SUSAN WINSHIP EXECUTIVE DIRECTOR 40.00 X 82448 0 20702 JEFF BERGART CHIEF FINANCIAL OFFICER 8.00 X 19826 0 0 102274 0 20702 0 0 0 0 0 70896 1397459 223625 1468355 599184 599184 1634551 0 1634551 1634551 1634551 16495 70896 16495 0 3702090 0 0 2233735 1024646 1024646 209215 209215 131781 91381 34876 5524 136019 100598 32201 3220 36181 25093 10348 740 19317 13794 4920 603 10500 10500 134996 134996 110590 72500 27265 10825 10261 7830 2431 28439 20562 6959 918 2544 2036 381 127 44157 35325 6624 2208 2089 2089 34584 29494 5090 2214 2214 5922 5922 RESERVE ACCOUNT 100000 100000 PRINTING AND REPRODUCTI 15751 10584 788 4379 ANNUAL APPEAL EXPENSES 8665 8665 POSTAGE 8317 6128 1248 941 22098 6429 15130 539 2098286 1784870 272296 41120 216540 557476 534430 396280 280464 208880 14408 22174 69616 53467 4647 16149 26164539 26657091 27215028 27858050 34959 45498 3171550 3270362 3206509 3315860 X 16527316 16726798 6052507 6293427 1428696 1521965 24008519 24542190 27215028 27858050 X 1603804 -1071173 1040 X 0 1 X 1 0 X 816562 1069827 1230513 1226150 1481925 5824977 816562 1069827 1230513 1226150 1481925 5824977 220717 5604260 434325 662977 591705 577838 599184 2866029 8691006 0.64480 0.68010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45 255765 353317 5425016 1 1 23758831 962662 1168630 1032240 545699 24312184 20861828 1775537 3054281 1335353 597462 23758831 18333463 1702901 2126535 932247 368824 20861828 18867030 793526 -149106 824046 353941 18333463 16516095 1352113 1880598 569684 312092 18867030 0.68090 0.06260 0.25650 0 0 69616 53467 16149 16149 AGENCY ENDOWMENT 3232406 FISCAL AGENCY FUNDS 36506 SPLIT INTEREST AGREEMENTS 1450 3270362 X 2568680 -1071173 -1071173 3639853 62237 62237 3702090 2035009 16495 16495 2018514 79772 79772 2098286 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 41904 38980 2924 2749 175 PHILANTHROPY DAY EVENT 45487 31916 13571 13571 87391 70896 16495 16320 175 16495 0 1 AMERICAN TEXTILE HISTORY MUSEUM 491 DUTTON STREET LOWELL MA 01854 042276089 501(C)(3) 20325 DONOR ADVISED DISTRIBUTION / GENERAL OPERATION NEW ENGLAND FORESTRY FOUNDATION INC PO BOX 1346 LITTLETON MA 01460 042024022 501(C)(3) 9835 GENERAL OPERATION WHISTLER HOUSE MUSEUM OF ART 243 WORTHEN STREET LOWELL MA 01852 042428837 501(C)(3) 11021 GENERAL OPERATION LOWELL CATHOLIC HIGH SCHOOL 530 STEVENS STREET LOWELL MA 01851 042563657 501(C)(3) 47776 EDUCATION NEW ENGLAND QUILT MUSEUM 18 SHATTUCK STREET LOWELL MA 01852 042971424 501(C)(3) 29598 GENERAL OPERATION LOWELL HERITAGE PARTNERSHIP PO BOX 8744 LOWELL MA 01853 200317624 501(C)(3) 5415 GENERAL OPERATION LOWELL PARKS & CONSERVATION TRUST INC PO BOX 7162 LOWELL MA 01852 223070912 501(C)(3) 13640 GENERAL OPERATION MERRIMACK REPERTORY THEATER INC 132 WARREN STREET LOWELL MA 01852 042664784 501(C)(3) 34563 DONOR ADVISED DISTRIBUTION MERRIMACK VALLEY HOUSING PARTNERSHIP INC PO BOX 1042 LOWELL MA 01853 042950316 501(C)(3) 15438 GENERAL OPERATIONS THOREAU FARM TRUST INC PO BOX 454 CONCORD MA 01742 043420325 501(C)(3) 8338 GENERAL OPERATION NASHUA RIVER WATERSHED ASSOCIATION 592 MAIN STREET GROTON MA 01450 237055674 501(C)(3) 6066 WALKING PROGRAM FOR RESIDENTS / DONOR ADVISED DISTRIBUTION CHALLENGE UNLIMITED INC AT IRONSTONE FARM 450 LOWELL ST ANDOVER MA 01810 222478997 501(C)(3) 9003 DONOR ADVISED DISTRIBUTION COMMUNITY TEAMWORK INC 155 MERRIMACK ST 3RD FL LOWELL MA 01852 042382027 501(C)(3) 18659 DONOR ADVISED / GENERAL OPERATION LOWELL HIGH SCHOOL 50 FR MORISSETTE BLVD LOWELL MA 01852 12659 SCHOLARSHIPS UMASS LOWELL ONE UNIVERSITY AVE LOWELL MA 01854 231772 GENERAL SUPPORT ACRE FAMILY CHILD CARE INC 55 MIDDLE ST 5TH FL STE 500 LOWELL MA 01852 043036200 501(C)(3) 7800 DONOR ADVISED DISTRIBUTION CATHOLIC SCHOOLS FOUNDATION INC 260 FRANKLIN ST STE 630 BOSTON MA 02110 222485502 501(C)(3) 7500 EDUCATION COALITION FOR A BETTER ACRE INC 517 MOODY ST FL 3 LOWELL MA 01824 042760272 501(C)(3) 10845 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) 10000 FOOD PROGRAM INTERNATIONAL INSTITUTE OF BOSTON INC 1 MILK ST 4TH FL BOSTON MA 02109 042104325 501(C)(3) 6314 DONOR ADVISED DISTRIBUTION MERRIMACK VALLEY FOOD BANK INC 735 BROADWAY ST LOWELL MA 01854 223241609 501(C)(3) 7874 AWARD / DONOR ADVISED DISTRIBUTION OUR FATHER'S HOUSE INC 199 SUMMER ST FITCHBURG MA 01420 222515061 501(C)(3) 7392 ENSURING HEALTH WELLNESS IN HOMELESS CHILDREN ANGKOR DANCE TROUPE INC PO BOX 1553 LOWELL MA 01853 223066416 501(C)(3) 12500 EXPERIENCE ANGKOR COMMUNITY TOUR ANTIQUE CLOCKS RESTORATION 41 PRIMROSE HILL RD DRACUT MA 01826 35000 DONOR ADVISED DISTRIBUTION AYER FIRE DEPARTMENT 1 W MAIN STREET AYER MA 01432 046001078 6426 PURCHASE AN AUTOMATED CPR 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) 7400 LOWELL SCHOOL AND PILOT PROGRAM CIRCLE HOME INC 336 CENTRAL STREET LOWELL MA 01852 042103812 501(C)(3) 5874 DONOR ADVISED DISTRIBUTOIN COMMUNITY LEGAL AID INC 405 MAIN STREET 4TH FLOOR WORCESTER MA 01608 042446242 501(C)(3) 6930 ELDER FAMILY VIOLENCE PROJECT CRADLEBOARD FOUNDATION 1118 HARPETH RUDGE RD NASHVILLE TN 37069 454781803 501(C)(3) 6000 AFRICAN AMERICAN MEMORIAL ESPERANZA ACADEMY INC 198 GARDEN STREET LAWRENCE MA 01840 731722348 501(C)(3) 17000 DONOR ADVISED DISTRIBUTION FAMILY SERVICES INC 430 N CANAL STREET LAWRENCE MA 01840 042104054 501(C)(3) 8500 COURT APPOINTED PROGRAM AND PARENTING JOUNEY PROGRAM JERICHO ROAD PROJECT INC 20 LEXINGTON RD CONCORD MA 01742 820553404 501(C)(3) 10000 DONOR ADVISED DISTRIBUTION LIFELINKS INC 285 MILL RD CHELMSFORD MA 01824 046111877 501(C)(3) 5227 DONOR ADVISED DISTRIBUTION LOAVES & FISHES FOOD PANTRY INC PO BOX 1 AYER MA 01432 010726924 501(C)(3) 9240 LIFTING AND FEEDING NEIGHBORS LUK CRISIS CENTER INC 545 WESTMINSTER STREET FITCHBURG MA 01420 042483679 501(C)(3) 8316 NASHOBA VALLEY SUICIDE PREVENTION LOWELL COMMUNITY HEALTH CENTER INC 161 JACKSON ST LOWELL MA 01852 042881348 501(C)(3) 52500 DONOR ADVISED DISTRIBUTION RECREATIONAL ADULT RESOURCE ASSOCIATION OF GREATER LOWELL INC 295 HIGH STREET LOWELL MA 01852 237102772 501(C)(3) 12477 DONOR ADVISED DISTRIBUTION ROUDENBUSH COMMUNITY CENTER INC 65 MAIN STREET WESTFORD MA 01886 043260203 501(C)(3) 7500 FIRST WEEKEND ON COMMON AND BEYOND SAINT ANTHONY CHURCH 893 CENTRAL STREET LOWELL MA 01852 042106247 10000 PORTUGUESE-AMERICAN SENIOR CENTER ST VINCENT DEPAUL SOCIETY 18 CANTON STREET STOUGHTON MA 02072 9939 DONOR ADVISED DISTRIBUTION STRONGWATER FARM THERAPEUTIC EQUESTRIAN CENTER IN TEWKSBURY 500 LIVINGSTON ST TEWKSBURY MA 01876 043436653 501(C)(3) 7500 GENERAL OPERATIONS TEENAGE ANXIETY AND DEPRESSION SOLUTIONS 10 ROXANNE RD GROTON MA 01450 275530535 501(C)(3) 5544 MSPP REFERRAL SERVICE UNITED WAY OF MA BAY AND MERRIMACK VALLEY 51 SLEEPER ST BOSTON MA 02210 042382233 501(C)(3) 9146 SUPPORT PROGRAMS IN MERRIMACK VALLEY YOUTH BUILD USA INC 58 DAY STREET SOMERVILLE MA 02478 223076454 501(C)(3) 16000 MILL CITY GROW'S MOBILE MARKET 39 7 SCHOLARSHIPS FOR TUITION 190 209215 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 8 221662 X WEBSITE MAINTENANCE 1 1963 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 1,040.