GREATER LOWELL COMMUNITY FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GREATER LOWELL COMMUNITY FOUNDATION INC (EIN 04-3401997)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-12
- IRS object ID
- 201422249349300247
- Schema version
- 2013v3.0
- 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 | 2014-08-12T09:43:22-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 WESTFORD STREET | AddressLine1 |
| City | LOWELL | City |
| State | MA | State |
| ZIP Code | 01851 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | LOWELL | City |
| State | MA | State |
| ZIP Code | 01852 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN JONCAS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9789701600 | PhoneNum |
| Signature | 2014-08-12 | 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 | 2014-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN WINSHIP | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRIMACK STREET NO 202 | AddressLine1 |
| City | LOWELL | City |
| State | MA | State |
| ZIP Code | 01852 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,314,324 | 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, 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,230,513 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,222,881 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $813,145 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,115,390 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,043,658 | PYTotalRevenueAmt |
| CY Total Revenue | $3,338,271 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $982,729 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,364,097 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $368,811 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $375,939 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $49,090 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $403,910 | PYOtherExpensesAmt |
| CY Other Expenses | $441,654 | CYOtherExpensesAmt |
| PY Total Expenses | $1,755,450 | PYTotalExpensesAmt |
| CY Total Expenses | $2,181,690 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,288,208 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,156,581 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,739,426 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,215,028 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,627,706 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,206,509 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,111,720 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,008,519 | 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, 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,852,816 | ExpenseAmt |
| Grant | $1,364,097 | GrantAmt |
| Desc | TO ATTRACT FUNDS TO DISTRIBUTE GRANTS AND LOANS TO LOCAL AGENCIES BY CREATING AWARENESS AMONG COMMUNITY BUSINESSES AND THE GENERAL PUBLIC FOR CHARITABLE GIVING. | Desc |
| Total Program Service Expenses | $1,852,816 | 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 | 11 | 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 |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | SUSAN WINSHIP EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9789701600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 MERRIMACK STREET SUITE 202 | AddressLine1 |
| City | LOWELL | City |
| State | MA | State |
| ZIP Code | 01852 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| STEVEN JONCAS | ||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KAY M DOYLE PHD | ||||||
| VICE-PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES C SHANNON III CPA | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN J STAFFORD | ||||||
| ASSISTANT TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ATTY ANNMARIE ROARK | ||||||
| CLERK | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES F CONWAY III | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD K DONAHUE SR | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE L DUNCAN | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LUIS PEDROSO | ||||||
| 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 | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT FLAGG | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN FREDERICK | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JACQUELINE F MOLONEY EDD | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ATTY AMSI Y MORALES | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES D NOLAN | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MARK O'NEIL | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES H REICHHELD MD | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM J SAMARAS | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY M SWEENEY | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LORI A TRAHAN | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN WINSHIP | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $75,009 | $0 | $18,342 | |
| JEFF BERGART | ||||||
| CHIEF FINANCIAL OFFICER | 16.00 | Yes (X) | $33,560 | $0 | $0 | |
| RAYMOND E RIDDICK JR | ||||||
| FORMER EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $91,707 | $0 | $3,545 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $200,276 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $21,887 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $94,146 | FundraisingAmt |
| All Other Contributions | $2,128,735 | AllOtherContributionsAmt |
| Noncash Contributions | $809,964 | NoncashContributionsAmt |
| Total Contributions | $2,222,881 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $577,838 | TotalRevenueColumnAmt |
| Exclusion | $577,838 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,495,764 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,958,212 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $537,552 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $537,552 | TotalRevenueColumnAmt |
| Exclusion | $537,552 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $17,841 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $94,146 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $17,841 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,338,271 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,115,390 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,156,929 | TotalAmt |
| Program Services | $1,156,929 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,168 | TotalAmt |
| Program Services | $207,168 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,757 | TotalAmt |
| Program Services | $159,397 | ProgramServicesAmt |
| Management And General | $61,780 | ManagementAndGeneralAmt |
| Fundraising | $9,580 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,413 | TotalAmt |
| Program Services | $60,691 | ProgramServicesAmt |
| Management And General | $31,566 | ManagementAndGeneralAmt |
| Fundraising | $3,156 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,690 | TotalAmt |
| Program Services | $15,309 | ProgramServicesAmt |
| Management And General | $6,494 | ManagementAndGeneralAmt |
| Fundraising | $887 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,079 | TotalAmt |
| Program Services | $18,272 | ProgramServicesAmt |
| Management And General | $7,750 | ManagementAndGeneralAmt |
| Fundraising | $1,057 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,500 | TotalAmt |
| Management And General | $10,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,176 | TotalAmt |
| Program Services | $101,176 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,916 | TotalAmt |
| Program Services | $35,749 | ProgramServicesAmt |
| Management And General | $13,263 | ManagementAndGeneralAmt |
| Fundraising | $5,904 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,388 | TotalAmt |
| Management And General | $6,318 | ManagementAndGeneralAmt |
| Fundraising | $2,070 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,476 | TotalAmt |
| Program Services | $15,199 | ProgramServicesAmt |
| Management And General | $6,959 | ManagementAndGeneralAmt |
| Fundraising | $1,318 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,579 | TotalAmt |
| Program Services | $2,863 | ProgramServicesAmt |
| Management And General | $537 | ManagementAndGeneralAmt |
| Fundraising | $179 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,505 | TotalAmt |
| Program Services | $30,004 | ProgramServicesAmt |
| Management And General | $5,626 | ManagementAndGeneralAmt |
| Fundraising | $1,875 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,066 | TotalAmt |
| Program Services | $2,066 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,230 | TotalAmt |
| Program Services | $24,543 | ProgramServicesAmt |
| Management And General | $4,687 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,782 | TotalAmt |
| Management And General | $1,782 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,229 | TotalAmt |
| Management And General | $4,925 | ManagementAndGeneralAmt |
| Fundraising | $304 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RESERVE ACCOUNT | $103,500 | $103,500 | ||
| PRINTING AND REPRODUCTI | $21,736 | $1,087 | $15,128 | $5,521 |
| ANNUAL APPEAL EXPENSES | $13,985 | $13,985 | ||
| LICENSES AND PERMITS | $7,300 | $7,240 | $60 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,286 | TotalAmt |
| Program Services | $8,322 | ProgramServicesAmt |
| Management And General | $5,770 | ManagementAndGeneralAmt |
| Fundraising | $3,194 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,181,690 | TotalAmt |
| Program Services | $1,852,816 | ProgramServicesAmt |
| Management And General | $279,784 | ManagementAndGeneralAmt |
| Fundraising | $49,090 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,532 | BOYAmt |
| EOY | $216,540 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $604,692 | BOYAmt |
| EOY | $534,430 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,905 | BOYAmt |
| EOY | $280,464 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,700 | BOYAmt |
| EOY | $14,408 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $55,900 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,253 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,430 | BOYAmt |
| EOY | $4,647 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,502,167 | BOYAmt |
| EOY | $26,164,539 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,739,426 | BOYAmt |
| EOY | $27,215,028 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,147 | BOYAmt |
| EOY | $34,959 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,450 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,602,109 | BOYAmt |
| EOY | $3,171,550 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,627,706 | BOYAmt |
| EOY | $3,206,509 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,196,753 | BOYAmt |
| EOY | $16,527,316 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,493,002 | BOYAmt |
| EOY | $6,052,507 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $421,965 | BOYAmt |
| EOY | $1,428,696 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,111,720 | BOYAmt |
| EOY | $24,008,519 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,739,426 | BOYAmt |
| EOY | $27,215,028 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,156,581 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,917,044 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$176,826 | 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 | $1,497,205 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $816,562 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,069,827 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,230,513 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,226,150 | CurrentTaxYearAmt |
| Total | $5,840,257 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,497,205 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $816,562 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,069,827 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,230,513 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,226,150 | CurrentTaxYearAmt |
| Total | $5,840,257 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $122,016 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,718,241 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $300,714 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $434,325 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $662,977 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $591,705 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $577,838 | CurrentTaxYearAmt |
| Total | $2,567,559 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,407,816 | TotalSupportAmt |
| Public Support CY170 | 0.68010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72550 | 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 | 43 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $688,201 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $203,528 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $5,381,189 | 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 | $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 |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,333,463 | BeginningYearBalanceAmt |
| Contributions | $1,702,901 | ContributionsAmt |
| Investment Earnings Or Losses | $2,126,535 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $932,247 | GrantsOrScholarshipsAmt |
| Other Expenditures | $368,824 | OtherExpendituresAmt |
| End Year Balance | $20,861,828 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,867,030 | BeginningYearBalanceAmt |
| Contributions | $793,526 | ContributionsAmt |
| Investment Earnings Or Losses | -$149,106 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $824,046 | GrantsOrScholarshipsAmt |
| Other Expenditures | $353,941 | OtherExpendituresAmt |
| End Year Balance | $18,333,463 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,516,095 | BeginningYearBalanceAmt |
| Contributions | $1,352,113 | ContributionsAmt |
| Investment Earnings Or Losses | $1,880,598 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $569,684 | GrantsOrScholarshipsAmt |
| Other Expenditures | $312,092 | OtherExpendituresAmt |
| End Year Balance | $18,867,030 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,902,798 | BeginningYearBalanceAmt |
| Contributions | $1,275,070 | ContributionsAmt |
| Investment Earnings Or Losses | $2,773,026 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $325,377 | GrantsOrScholarshipsAmt |
| Other Expenditures | $109,422 | OtherExpendituresAmt |
| End Year Balance | $16,516,095 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.68680 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.06010 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25310 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,127 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,238 | DepreciationAmt |
| Book Value | $2,889 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,773 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,015 | DepreciationAmt |
| Book Value | $1,758 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,647 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY ENDOWMENT | $3,130,544 |
| FISCAL AGENCY FUNDS | $38,922 |
| SPLIT INTEREST AGREEMENTS | $2,084 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,171,550 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,021,378 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,917,044 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,917,044 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,104,334 | RevenueSubtotalAmt |
| Other Revenues Not Included | $233,937 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $233,937 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,338,271 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,124,579 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $17,841 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $17,841 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,106,738 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $74,952 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $74,952 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,181,690 | 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 FUNDRAISING EXPENSES |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS FROM AGENCY ENDOWMENT FUNDS |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BIKE-A-THON | NameOfEvent1Amt |
| Gross Receipts Event1 | $54,226 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $51,986 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $2,240 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $2,176 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $64 | FoodAndBeverageEvent1Amt |
| Name Of Event2 | PHILANTHROPY DAY EVENT | NameOfEvent2Amt |
| Gross Receipts Event2 | $57,761 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $42,160 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $15,601 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $15,467 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $134 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $111,987 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $94,146 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $17,841 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $17,643 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $64 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $134 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $17,841 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (61 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN TEXTILE HISTORY MUSEUM | |||||||
| 491 DUTTON STREET | LOWELL | MA | 01854 | 042276089 | 501(C)(3) | $19,999 | ARTS & HUMANITIES |
| NEW ENGLAND FORESTRY FOUNDATION INC | |||||||
| PO BOX 1346 | LITTLETON | MA | 01460 | 042024022 | 501(C)(3) | $9,925 | ENVIRONMENTAL PROGRAMS |
| WHISTLER HOUSE MUSEUM OF ART | |||||||
| 243 WORTHEN STREET | LOWELL | MA | 01852 | 042428837 | 501(C)(3) | $11,132 | OPERATIONS |
| LOWELL CATHOLIC HIGH SCHOOL | |||||||
| 530 STEVENS STREET | LOWELL | MA | 01851 | 042563657 | 501(C)(3) | $40,456 | EDUCATION |
| NEW ENGLAND QUILT MUSEUM | |||||||
| 18 SHATTUCK STREET | LOWELL | MA | 01852 | 042971424 | 501(C)(3) | $23,020 | FIELD/INTEREST |
| LOWELL HERITAGE PARTNERSHIP | |||||||
| PO BOX 8744 | LOWELL | MA | 01853 | 200317624 | 501(C)(3) | $5,460 | THE DISCRETION OF THE BOARD OF LOWELL HERITAGE PARTNERSHIP |
| LOWELL PARKS & CONSERVATION TRUST INC | |||||||
| PO BOX 7162 | LOWELL | MA | 01852 | 223070912 | 501(C)(3) | $17,043 | GENERAL OPERATION |
| MERRIMACK REPERTORY THEATER INC | |||||||
| 132 WARREN STREET | LOWELL | MA | 01852 | 042664784 | 501(C)(3) | $41,080 | GENERAL OPERATION |
| MERRIMACK VALLEY HOUSING PARTNERSHIP INC | |||||||
| PO BOX 1042 | LOWELL | MA | 01853 | 042950316 | 501(C)(3) | $24,816 | GENERAL OPERATIONS |
| CULTURAL ORGANIZATION OF LOWELL | |||||||
| 50 ARCAND DRIVE | LOWELL | MA | 01852 | 043579969 | 501(C)(3) | $5,000 | CANALWAY CULTURAL DISTRICT PROGRAM |
| THOREAU FARM TRUST INC | |||||||
| PO BOX 454 | CONCORD | MA | 01742 | 043420325 | 501(C)(3) | $6,506 | GENERAL OPERATING |
| LOWELL COMMUNITY HEALTH CENTER | |||||||
| 585 MERRIMACK STREET | LOWELL | MA | 01854 | 042881348 | 501(C)(3) | $111,226 | CAPITAL CAMPAIGN/WOMEN'S SERVICE DEPARTMENT |
| LOWELL WISH PROJECT INC | |||||||
| 1A FOUNDRY STREET | LOWELL | MA | 01852 | 203249145 | 501(C)(3) | $5,000 | TRAUMA PREPAREDNESS SUPPORT |
| MIDDLESEX COMMUNITY COLLEGE | |||||||
| 35 KEARNEY SQUARE | LOWELL | MA | 01852 | 046002284 | $5,000 | BRIDGE PROGRAM | |
| NASHUA RIVER WATERSHED ASSOCIATION | |||||||
| 592 MAIN STREET | GROTON | MA | 01450 | 237055674 | 501(C)(3) | $5,557 | WALKING PROGRAM FOR RESIDENTS |
| OPEN PANTRY OF GREATER LOWELL | |||||||
| 200 CENTRAL STREET | LOWELL | MA | 01852 | 222474729 | 501(C)(3) | $8,137 | DONOR ADVISED DISTRIBUTION |
| UNITED TEEN EQUALITY CENTER | |||||||
| 34 HURD STREET | LOWELL | MA | 01852 | 383669532 | 501(C)(3) | $5,000 | DONOR ADVISED DISTRIBUTION |
| LUSO AMERICAN EDUCATION FOUNDATION | |||||||
| ONE EXETER PL | BOSTON | MA | 02116 | 942287383 | 501(C)(3) | $10,000 | BOSTON PORTUGUESE FESTIVAL |
| BOYS & GIRLS CLUB OF GREATER LOWELL INC | |||||||
| 657 MIDDLESEX ST | LOWELL | MA | 01851 | 042104396 | 501(C)(3) | $16,950 | HEALTH/YTH & FMLY SOC |
| CATHOLIC CHARITIES OF MERRIMACK VALLEY | |||||||
| 51 SLEEPER ST | BOSTON | MA | 02110 | 042534041 | 501(C)(3) | $7,000 | YTH & FMLY SOC |
| CHALLENGE UNLIMITED INC AT IRONSTONE FARM | |||||||
| 450 LOWELL ST | ANDOVER | MA | 01810 | 222478997 | 501(C)(3) | $29,224 | TOUCH THERAPY FOR ELDERS WITH MEMORY IMPAIRMENT/ EQUINE ENCOUNTER FOR TEENS PROJECT |
| COMMUNITY TEAMWORK INC | |||||||
| 155 MERRIMACK ST 3RD FL | LOWELL | MA | 01852 | 042382027 | 501(C)(3) | $7,500 | PAIGE STREET PROJECT |
| GROUNDWORK LAWRENCE INC | |||||||
| 60 ISLAND ST | LAWRENCE | MA | 01840 | 043546770 | 501(C)(3) | $5,600 | ENVIRONMENT |
| HOUSE OF HOPE INC | |||||||
| 812 MERRIMACK ST | LOWELL | MA | 01854 | 042867965 | 501(C)(3) | $11,337 | DONOR ADVISED DISTRIBUTION |
| LOWELL HIGH SCHOOL | |||||||
| 50 FR MORISSETTE BLVD | LOWELL | MA | 01852 | $10,445 | SCHOLARSHIPS | ||
| MERRIMACK RIVER VALLEY HOUSE | |||||||
| 520 FLETCHER ST | LOWELL | MA | 01854 | 042104808 | 501(C)(3) | $10,000 | DONOR ADVISED DISTRIBUTION |
| NOTRE DAME HIGH SCHOOL OF LAWRENCE | |||||||
| 303 HAVERHILL ST | LAWRENCE | MA | 01840 | 020296284 | 501(C)(3) | $25,000 | GENERAL SUPPORT |
| ST PATRICK'S SCHOOL AND EDUCATIONAL CENTER - LOWELL | |||||||
| 311 ADAMS ST | LOWELL | MA | 01854 | 201566134 | 501(C)(3) | $7,500 | GENERAL SUPPORT |
| TROUT UNLIMITED | |||||||
| 1300 NORTH 17TH ST STE 500 | ARLINGTON | VA | 22209 | 381612715 | 501(C)(3) | $7,635 | GENERAL SUPPORT |
| UMASS DARTMOUTH FOUNDATION | |||||||
| 285 OLD WESTFORD RD | NORTH DARTMOUTH | MA | 02747 | 237336988 | 501(C)(3) | $10,000 | SCHOLARSHIPS |
| UMASS LOWELL - UNIVERSITY ADVANCEMENT | |||||||
| ONE UNIVERSITY AVE | LOWELL | MA | 01854 | $31,000 | GENERAL SUPPORT | ||
| ACRE FAMILY CHILD CARE INC | |||||||
| 55 MIDDLE ST 5TH FL STE 500 | LOWELL | MA | 01852 | 043036200 | 501(C)(3) | $9,609 | DISTRIBUTION/AFCC/LOWELL DAY NURSERY JOINT MARKETING PROPOSAL |
| BRIDGEWELL INC | |||||||
| 471 BROADWAY | LYNNFIELD | MA | 01940 | 042296940 | 501(C)(3) | $6,000 | PATHFINDER PROGRAM |
| CATHOLIC SCHOOLS FOUNDATION INC | |||||||
| 260 FRANKLIN ST STE 630 | BOSTON | MA | 02110 | 222485502 | 501(C)(3) | $6,500 | EDUCATION |
| CENTRAL FOOD MINISTRY INC | |||||||
| 370 W SIXTH ST | LOWELL | MA | 01850 | 043228313 | 501(C)(3) | $7,000 | DONOR ADVISED DISTRIBUTION |
| COALITION FOR A BETTER ACRE INC | |||||||
| 517 MOODY ST FL 3 | LOWELL | MA | 01824 | 042760272 | 501(C)(3) | $5,446 | GENERAL OPERATIONS |
| D'YOUVILLE SENIOR CARE FOUNDATION INC | |||||||
| PO BOX 8828 | LOWELL | MA | 01853 | 912055004 | 501(C)(3) | $50,000 | DONOR ADVISED DISTRIBUTION |
| TYNGSBORO YOUTH FOOTBALL & CHEER | |||||||
| PO BOX 233 | TYNGSBORO | MA | 01879 | 202864927 | 501(C)(3) | $10,000 | DONOR ADVISED DISTRIBUTION |
| FRACTURED ATLAS PRODUCTIONS INC | |||||||
| 248 W 35TH ST 10TH FL | NEW YORK | NY | 10001 | 113451703 | 501(C)(3) | $14,000 | ASSISTANCE TO VARIANCE PROJECTS |
| GAINING GROUND | |||||||
| PO BOX 374 | CONCORD | MA | 01742 | 043083976 | 501(C)(3) | $8,000 | DONOR ADVISED DISTRIBUTION |
| GIRLS INCORPORATED OF GREATER LOWELL | |||||||
| 220 WORTHEN ST | LOWELL | MA | 01852 | 042104401 | 501(C)(3) | $13,867 | DONOR ADVISED DISTRIBUTION |
| HABITAT FOR HUMANITY OF GREATER LOWELL | |||||||
| 124 MAIN ST STE B | WESTFORD | MA | 01886 | 043123186 | 501(C)(3) | $13,460 | NEIGHBORHOOD REVITALIZATION, WOMEN BUILD DAYS, GENERAL OPERATIONS |
| INTERNATIONAL INSTITUTE OF BOSTON INC | |||||||
| 1 MILK ST 4TH FL | BOSTON | MA | 02109 | 042104325 | 501(C)(3) | $8,347 | WORKSHOPS/TRAINING |
| JOANNE WOOD SCHOLARSHIP FUND | |||||||
| 106 S GREAT RD | LINCOLN | MA | 01773 | 455423780 | 501(C)(3) | $61,613 | DONOR ADVISED DISTRIBUTIONS |
| LIGHT OF CAMBODIA CHILDREN INC | |||||||
| 40 FRENCH ST | LOWELL | MA | 01852 | 043483186 | 501(C)(3) | $5,000 | FUTURE STARS SPORTS AND LEADERSHIP DEVELOPMENT |
| LOWELL MIDDLESEX ACADEMY CHARTER SCHOOL | |||||||
| 67 MIDDLE ST | LOWELL | MA | 01852 | 043245030 | $10,000 | DONOR ADVISED DISTRIBUTION | |
| LURA A WHITE ELEMENTARY SCHOOL (LAW) | |||||||
| 141 WASHINGTON ST | AYER | MA | 01432 | 272558415 | 501(C)(3) | $8,747 | LEARNING GARDEN |
| MARCH OF DIMES FOUNDATION - MASS CHAPTER | |||||||
| 112 TURNPIKE RD STE 102 | WESTBOROUGH | MA | 01581 | 131846366 | 501(C)(3) | $7,500 | DONOR ADVISED DISTRIBUTION |
| MERRIMACK VALLEY CATHOLIC CHARITIES | |||||||
| 70 LAWRENCE ST | LOWELL | MA | 01852 | 042534041 | 501(C)(3) | $5,000 | DONOR ADVISED DISTRIBUTION |
| MERRIMACK VALLEY FOOD BANK INC | |||||||
| 735 BROADWAY ST | LOWELL | MA | 01854 | 223241609 | 501(C)(3) | $5,962 | AWARD / DONOR ADVISED DISTRIBUTION |
| NORTH MIDDLESEX REGIONAL HIGH SCHOOL | |||||||
| 19 MAIN ST | TOWNSEND | MA | 01469 | $10,040 | COMMUNITY GARDEN | ||
| OUR FATHER'S HOUSE INC | |||||||
| 199 SUMMER ST | FITCHBURG | MA | 01420 | 222515061 | 501(C)(3) | $8,032 | ENSURING HEALTH WELLNESS IN HOMELESS CHILDREN |
| PORTUGUESE-AMERICAN CENTER INC | |||||||
| 59 CHARLES ST | LOWELL | MA | 01852 | 042109422 | 501(C)(3) | $20,000 | SENIOR CENTER |
| RENAISSANCE CLUB | |||||||
| 176 WALKER ST 2ND FL | LOWELL | MA | 01854 | 042965695 | $5,000 | DONOR ADVISED DISTRIBUTION | |
| SI SE PUEDE | |||||||
| PO BOX 53 | NORTH ANDOVER | MA | 01845 | 222632181 | 501(C)(3) | $5,000 | DONOR ADVISED DISTRIBUTION |
| SPECIAL TEAMS FOR EXCEPTIONAL PEOPLE | |||||||
| 51 STAVELEY ST | LOWELL | MA | 01852 | 450835952 | 501(C)(3) | $6,528 | DONOR ADVISED DISTRIBUTION |
| ST PAUL SOUP KITCHEN INC | |||||||
| 273 SUMMER ST | LOWELL | MA | 01853 | 203567246 | 501(C)(3) | $8,000 | DONOR ADVISED DISTRIBUTION |
| SUNDANESE EDUCATION FUND (SEF) | |||||||
| 339 PLEASANT ST | MALDEN | MA | 02148 | 432043910 | 501(C)(3) | $11,028 | FUTURE PHILANTHROPIST PROGRAM / DONOR ADVISED DISTRIBUTION |
| TOWNSEND COUNCIL ON AGING | |||||||
| 16 DUDLEY RD | TOWNSEND | MA | 01469 | $5,823 | GENERAL OPERATIONS | ||
| UMASS LOWELL - RESEARCH ADMIN | |||||||
| 600 SUFFOLK ST | LOWELL | MA | 01854 | 043167352 | $65,886 | ROGERS MIDDLE SCHOOL - RAMP UP PROGRAM / EDUCATION | |
| WAYSIDE YOUTH & FAMILY SUPPORT NETWORK | |||||||
| 73 E MERRIMACK ST | LOWELL | MA | 01852 | 040630450 | 501(C)(3) | $5,000 | NATIONAL ALLIANCE ON MENTAL HEALTH EDUCATION PROGRAM |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 53 | Total501c3OrgCnt |
| Total Other Org | 8 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR TUITION | GrantTypeTxt |
| Recipient | 156 | RecipientCnt |
| Cash Grant | $207,168 | 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 | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $807,022 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | WEBSITE MAINT | 1 | $2,650 | COST |
| Yes (X) | CELEBRATE GIV | 1 | $164 | COST |
| Yes (X) | WOMEN WORKING | 1 | $128 | 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 FUNDS ACTIVITY -176,826. |
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