2014-08-12T09:43:22-05:00 2013-12-31 042917204 ANSTISS & CO PC 1115 WESTFORD STREET LOWELL MA 01851 990 2013-01-01 043401997 GREATER LOWELL COMMUNITY FOUNDATIONINC GREA 9789701600 100 MERRIMACK STREET NO 202 LOWELL MA 01852 STEVEN JONCAS PRESIDENT 9789701600 2014-08-12 1 RICHARD B DIONNE P00142882 9784522500 2014-08-12 2013 2015-11-30 17:44:51Z SUSAN WINSHIP 100 MERRIMACK STREET NO 202 LOWELL MA 01852 5314324 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. 18 18 6 80 0 0 2230513 2222881 0 0 813145 1115390 0 0 3043658 3338271 982729 1364097 0 0 368811 375939 0 0 49090 403910 441654 1755450 2181690 1288208 1156581 23739426 27215028 2627706 3206509 21111720 24008519 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 1852816 1364097 TO ATTRACT FUNDS TO DISTRIBUTE GRANTS AND LOANS TO LOCAL AGENCIES BY CREATING AWARENESS AMONG COMMUNITY BUSINESSES AND THE GENERAL PUBLIC FOR CHARITABLE GIVING. 1852816 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 11 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 18 18 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 PRESIDENT 5.00 X X 0 0 0 KAY M DOYLE PHD VICE-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 JAMES F CONWAY III 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 DIRECTOR 5.00 X 0 0 0 JOSEPH BARTOLOTTA DIRECTOR 5.00 X 0 0 0 JOHN P CHEMALY DIRECTOR 5.00 X 0 0 0 DOROTHY CHEN-COURTIN MBA PHD 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 MARK O'NEIL DIRECTOR 5.00 X 0 0 0 JAMES H REICHHELD MD DIRECTOR 5.00 X 0 0 0 WILLIAM J SAMARAS DIRECTOR 5.00 X 0 0 0 TIMOTHY M SWEENEY DIRECTOR 5.00 X 0 0 0 LORI A TRAHAN DIRECTOR 5.00 X 0 0 0 SUSAN WINSHIP EXECUTIVE DIRECTOR 40.00 X 75009 0 18342 JEFF BERGART CHIEF FINANCIAL OFFICER 16.00 X 33560 0 0 RAYMOND E RIDDICK JR FORMER EXECUTIVE DIRECTOR 40.00 X 91707 0 3545 200276 0 21887 0 0 0 0 0 94146 2128735 809964 2222881 577838 577838 2495764 1958212 537552 537552 537552 17841 94146 17841 0 3338271 0 0 1115390 1156929 1156929 207168 207168 230757 159397 61780 9580 95413 60691 31566 3156 22690 15309 6494 887 27079 18272 7750 1057 10500 10500 101176 101176 54916 35749 13263 5904 8388 6318 2070 23476 15199 6959 1318 3579 2863 537 179 37505 30004 5626 1875 2066 2066 29230 24543 4687 1782 1782 5229 4925 304 RESERVE ACCOUNT 103500 103500 PRINTING AND REPRODUCTI 21736 15128 1087 5521 ANNUAL APPEAL EXPENSES 13985 13985 LICENSES AND PERMITS 7300 7240 60 17286 8322 5770 3194 2181690 1852816 279784 49090 264532 216540 604692 534430 356905 280464 4700 14408 55900 51253 6430 4647 22502167 26164539 23739426 27215028 23147 34959 2450 2602109 3171550 2627706 3206509 X 15196753 16527316 5493002 6052507 421965 1428696 21111720 24008519 23739426 27215028 X 1156581 1917044 -176826 X 0 1 X 1 0 X 1497205 816562 1069827 1230513 1226150 5840257 1497205 816562 1069827 1230513 1226150 5840257 122016 5718241 300714 434325 662977 591705 577838 2567559 8407816 0.68010 0.72550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 43 688201 203528 5381189 1 1 20861828 1775537 3054281 1335353 597462 23758831 18333463 1702901 2126535 932247 368824 20861828 18867030 793526 -149106 824046 353941 18333463 16516095 1352113 1880598 569684 312092 18867030 12902798 1275070 2773026 325377 109422 16516095 0.68680 0.06010 0.25310 0 0 4127 1238 2889 51773 50015 1758 4647 AGENCY ENDOWMENT 3130544 FISCAL AGENCY FUNDS 38922 SPLIT INTEREST AGREEMENTS 2084 3171550 X 5021378 1917044 1917044 3104334 233937 233937 3338271 2124579 17841 17841 2106738 74952 74952 2181690 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 54226 51986 2240 2176 64 PHILANTHROPY DAY EVENT 57761 42160 15601 15467 134 111987 94146 17841 17643 64 134 17841 0 1 AMERICAN TEXTILE HISTORY MUSEUM 491 DUTTON STREET LOWELL MA 01854 042276089 501(C)(3) 19999 ARTS & HUMANITIES NEW ENGLAND FORESTRY FOUNDATION INC PO BOX 1346 LITTLETON MA 01460 042024022 501(C)(3) 9925 ENVIRONMENTAL PROGRAMS WHISTLER HOUSE MUSEUM OF ART 243 WORTHEN STREET LOWELL MA 01852 042428837 501(C)(3) 11132 OPERATIONS LOWELL CATHOLIC HIGH SCHOOL 530 STEVENS STREET LOWELL MA 01851 042563657 501(C)(3) 40456 EDUCATION NEW ENGLAND QUILT MUSEUM 18 SHATTUCK STREET LOWELL MA 01852 042971424 501(C)(3) 23020 FIELD/INTEREST LOWELL HERITAGE PARTNERSHIP PO BOX 8744 LOWELL MA 01853 200317624 501(C)(3) 5460 THE DISCRETION OF THE BOARD OF LOWELL HERITAGE PARTNERSHIP LOWELL PARKS & CONSERVATION TRUST INC PO BOX 7162 LOWELL MA 01852 223070912 501(C)(3) 17043 GENERAL OPERATION MERRIMACK REPERTORY THEATER INC 132 WARREN STREET LOWELL MA 01852 042664784 501(C)(3) 41080 GENERAL OPERATION MERRIMACK VALLEY HOUSING PARTNERSHIP INC PO BOX 1042 LOWELL MA 01853 042950316 501(C)(3) 24816 GENERAL OPERATIONS CULTURAL ORGANIZATION OF LOWELL 50 ARCAND DRIVE LOWELL MA 01852 043579969 501(C)(3) 5000 CANALWAY CULTURAL DISTRICT PROGRAM THOREAU FARM TRUST INC PO BOX 454 CONCORD MA 01742 043420325 501(C)(3) 6506 GENERAL OPERATING LOWELL COMMUNITY HEALTH CENTER 585 MERRIMACK STREET LOWELL MA 01854 042881348 501(C)(3) 111226 CAPITAL CAMPAIGN/WOMEN'S SERVICE DEPARTMENT LOWELL WISH PROJECT INC 1A FOUNDRY STREET LOWELL MA 01852 203249145 501(C)(3) 5000 TRAUMA PREPAREDNESS SUPPORT MIDDLESEX COMMUNITY COLLEGE 35 KEARNEY SQUARE LOWELL MA 01852 046002284 5000 BRIDGE PROGRAM NASHUA RIVER WATERSHED ASSOCIATION 592 MAIN STREET GROTON MA 01450 237055674 501(C)(3) 5557 WALKING PROGRAM FOR RESIDENTS OPEN PANTRY OF GREATER LOWELL 200 CENTRAL STREET LOWELL MA 01852 222474729 501(C)(3) 8137 DONOR ADVISED DISTRIBUTION UNITED TEEN EQUALITY CENTER 34 HURD STREET LOWELL MA 01852 383669532 501(C)(3) 5000 DONOR ADVISED DISTRIBUTION LUSO AMERICAN EDUCATION FOUNDATION ONE EXETER PL BOSTON MA 02116 942287383 501(C)(3) 10000 BOSTON PORTUGUESE FESTIVAL BOYS & GIRLS CLUB OF GREATER LOWELL INC 657 MIDDLESEX ST LOWELL MA 01851 042104396 501(C)(3) 16950 HEALTH/YTH & FMLY SOC CATHOLIC CHARITIES OF MERRIMACK VALLEY 51 SLEEPER ST BOSTON MA 02110 042534041 501(C)(3) 7000 YTH & FMLY SOC CHALLENGE UNLIMITED INC AT IRONSTONE FARM 450 LOWELL ST ANDOVER MA 01810 222478997 501(C)(3) 29224 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) 7500 PAIGE STREET PROJECT GROUNDWORK LAWRENCE INC 60 ISLAND ST LAWRENCE MA 01840 043546770 501(C)(3) 5600 ENVIRONMENT HOUSE OF HOPE INC 812 MERRIMACK ST LOWELL MA 01854 042867965 501(C)(3) 11337 DONOR ADVISED DISTRIBUTION LOWELL HIGH SCHOOL 50 FR MORISSETTE BLVD LOWELL MA 01852 10445 SCHOLARSHIPS MERRIMACK RIVER VALLEY HOUSE 520 FLETCHER ST LOWELL MA 01854 042104808 501(C)(3) 10000 DONOR ADVISED DISTRIBUTION NOTRE DAME HIGH SCHOOL OF LAWRENCE 303 HAVERHILL ST LAWRENCE MA 01840 020296284 501(C)(3) 25000 GENERAL SUPPORT ST PATRICK'S SCHOOL AND EDUCATIONAL CENTER - LOWELL 311 ADAMS ST LOWELL MA 01854 201566134 501(C)(3) 7500 GENERAL SUPPORT TROUT UNLIMITED 1300 NORTH 17TH ST STE 500 ARLINGTON VA 22209 381612715 501(C)(3) 7635 GENERAL SUPPORT UMASS DARTMOUTH FOUNDATION 285 OLD WESTFORD RD NORTH DARTMOUTH MA 02747 237336988 501(C)(3) 10000 SCHOLARSHIPS UMASS LOWELL - UNIVERSITY ADVANCEMENT ONE UNIVERSITY AVE LOWELL MA 01854 31000 GENERAL SUPPORT ACRE FAMILY CHILD CARE INC 55 MIDDLE ST 5TH FL STE 500 LOWELL MA 01852 043036200 501(C)(3) 9609 DISTRIBUTION/AFCC/LOWELL DAY NURSERY JOINT MARKETING PROPOSAL BRIDGEWELL INC 471 BROADWAY LYNNFIELD MA 01940 042296940 501(C)(3) 6000 PATHFINDER PROGRAM CATHOLIC SCHOOLS FOUNDATION INC 260 FRANKLIN ST STE 630 BOSTON MA 02110 222485502 501(C)(3) 6500 EDUCATION CENTRAL FOOD MINISTRY INC 370 W SIXTH ST LOWELL MA 01850 043228313 501(C)(3) 7000 DONOR ADVISED DISTRIBUTION COALITION FOR A BETTER ACRE INC 517 MOODY ST FL 3 LOWELL MA 01824 042760272 501(C)(3) 5446 GENERAL OPERATIONS D'YOUVILLE SENIOR CARE FOUNDATION INC PO BOX 8828 LOWELL MA 01853 912055004 501(C)(3) 50000 DONOR ADVISED DISTRIBUTION TYNGSBORO YOUTH FOOTBALL & CHEER PO BOX 233 TYNGSBORO MA 01879 202864927 501(C)(3) 10000 DONOR ADVISED DISTRIBUTION FRACTURED ATLAS PRODUCTIONS INC 248 W 35TH ST 10TH FL NEW YORK NY 10001 113451703 501(C)(3) 14000 ASSISTANCE TO VARIANCE PROJECTS GAINING GROUND PO BOX 374 CONCORD MA 01742 043083976 501(C)(3) 8000 DONOR ADVISED DISTRIBUTION GIRLS INCORPORATED OF GREATER LOWELL 220 WORTHEN ST LOWELL MA 01852 042104401 501(C)(3) 13867 DONOR ADVISED DISTRIBUTION HABITAT FOR HUMANITY OF GREATER LOWELL 124 MAIN ST STE B WESTFORD MA 01886 043123186 501(C)(3) 13460 NEIGHBORHOOD REVITALIZATION, WOMEN BUILD DAYS, GENERAL OPERATIONS INTERNATIONAL INSTITUTE OF BOSTON INC 1 MILK ST 4TH FL BOSTON MA 02109 042104325 501(C)(3) 8347 WORKSHOPS/TRAINING JOANNE WOOD SCHOLARSHIP FUND 106 S GREAT RD LINCOLN MA 01773 455423780 501(C)(3) 61613 DONOR ADVISED DISTRIBUTIONS LIGHT OF CAMBODIA CHILDREN INC 40 FRENCH ST LOWELL MA 01852 043483186 501(C)(3) 5000 FUTURE STARS SPORTS AND LEADERSHIP DEVELOPMENT LOWELL MIDDLESEX ACADEMY CHARTER SCHOOL 67 MIDDLE ST LOWELL MA 01852 043245030 10000 DONOR ADVISED DISTRIBUTION LURA A WHITE ELEMENTARY SCHOOL (LAW) 141 WASHINGTON ST AYER MA 01432 272558415 501(C)(3) 8747 LEARNING GARDEN MARCH OF DIMES FOUNDATION - MASS CHAPTER 112 TURNPIKE RD STE 102 WESTBOROUGH MA 01581 131846366 501(C)(3) 7500 DONOR ADVISED DISTRIBUTION MERRIMACK VALLEY CATHOLIC CHARITIES 70 LAWRENCE ST LOWELL MA 01852 042534041 501(C)(3) 5000 DONOR ADVISED DISTRIBUTION MERRIMACK VALLEY FOOD BANK INC 735 BROADWAY ST LOWELL MA 01854 223241609 501(C)(3) 5962 AWARD / DONOR ADVISED DISTRIBUTION NORTH MIDDLESEX REGIONAL HIGH SCHOOL 19 MAIN ST TOWNSEND MA 01469 10040 COMMUNITY GARDEN OUR FATHER'S HOUSE INC 199 SUMMER ST FITCHBURG MA 01420 222515061 501(C)(3) 8032 ENSURING HEALTH WELLNESS IN HOMELESS CHILDREN PORTUGUESE-AMERICAN CENTER INC 59 CHARLES ST LOWELL MA 01852 042109422 501(C)(3) 20000 SENIOR CENTER RENAISSANCE CLUB 176 WALKER ST 2ND FL LOWELL MA 01854 042965695 5000 DONOR ADVISED DISTRIBUTION SI SE PUEDE PO BOX 53 NORTH ANDOVER MA 01845 222632181 501(C)(3) 5000 DONOR ADVISED DISTRIBUTION SPECIAL TEAMS FOR EXCEPTIONAL PEOPLE 51 STAVELEY ST LOWELL MA 01852 450835952 501(C)(3) 6528 DONOR ADVISED DISTRIBUTION ST PAUL SOUP KITCHEN INC 273 SUMMER ST LOWELL MA 01853 203567246 501(C)(3) 8000 DONOR ADVISED DISTRIBUTION SUNDANESE EDUCATION FUND (SEF) 339 PLEASANT ST MALDEN MA 02148 432043910 501(C)(3) 11028 FUTURE PHILANTHROPIST PROGRAM / DONOR ADVISED DISTRIBUTION TOWNSEND COUNCIL ON AGING 16 DUDLEY RD TOWNSEND MA 01469 5823 GENERAL OPERATIONS UMASS LOWELL - RESEARCH ADMIN 600 SUFFOLK ST LOWELL MA 01854 043167352 65886 ROGERS MIDDLE SCHOOL - RAMP UP PROGRAM / EDUCATION WAYSIDE YOUTH & FAMILY SUPPORT NETWORK 73 E MERRIMACK ST LOWELL MA 01852 040630450 501(C)(3) 5000 NATIONAL ALLIANCE ON MENTAL HEALTH EDUCATION PROGRAM 53 8 SCHOLARSHIPS FOR TUITION 156 207168 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 807022 X WEBSITE MAINT 1 2650 COST X CELEBRATE GIV 1 164 COST X WOMEN WORKING 1 128 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 FUNDS ACTIVITY -176,826.