2014-07-03T11:00:39-05:00 2013-12-31 042917204 ANSTISS & CO PC 1115 WESTFORD STREET LOWELL MA 01851 990PF 2013-01-01 046036092 THEODORE EDSON PARKER FOUNDATION THEO 6173991852 77 SUMMER STREET NO 8TH FL BOSTON MA 02110 DJ DONAHUE TREASURER 6173991852 2014-07-03 1 RICHARD B DIONNE P00142882 9784522500 2014-05-07 2013 2015-12-30 17:16:21Z X 25511768 X X 600498 600498 216419 218749 216419 124926 263131 0 941843 1080048 0 57000 19600 0 37400 4925 0 0 0 144939 17404 0 127535 29656 29656 0 0 157633 157633 0 0 394153 224293 0 164935 978449 978449 1372602 224293 0 1143384 -430759 855755 0 69900 3438 3438 408373 177514 177514 18956616 21665536 21665536 3670830 3645280 3645280 0 20000 20000 23105719 25511768 25511768 10000 7500 10000 7500 X 23095719 25504268 23095719 25504268 23105719 25511768 23095719 -430759 3060137 25725097 220829 25504268 OTHER P 2012-01-01 2013-12-31 189 189 189 PARTNERSHIP K-1 LOSS P 2005-01-01 2013-12-31 -2330 -2330 KINDER-DISTRIBUTIONS IN EXCESS OF BASIS P 2005-01-01 2013-12-31 120980 120980 120980 ONEOK-DISTRIBUTIONS IN EXCESS OF BASIS P 2005-01-01 2013-12-31 97580 97580 97580 216419 0 1040538 22549166 0.046145 1155468 21894574 0.052774 1089517 20256618 0.053786 738839 18025794 0.040988 1014690 20559007 0.049355 0.243048 0.048610 24402682 1186214 8558 1194772 1163384 17115 0 17115 0 17115 16000 3000 19000 55 1830 1830 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 PARKERFOUNDATIONGMAFOUNDATIONS.COM DJ DONAHUE 6173991852 77 SUMMER STREET 8TH FLOOR BOSTON MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANDREW C BAILEY ESQ 77 SUMMER STREET 8TH FLOOR BOSTON MA 021101006 TREASURER & CLERK, TRUSTEE 2.00 13000 0 0 KAREN CARPENTER 77 SUMMER STREET 8TH FLOOR BOSTON MA 021101006 TRUSTEE 2.00 10000 0 0 NEWELL FLATHER 77 SUMMER STREET 8TH FLOOR BOSTON MA 021101006 PRESIDENT, TRUSTEE 6.00 13000 0 0 SOPHY THEAM 77 SUMMER STREET 8TH FLOOR BOSTON MA 021101006 TRUSTEE 3.00 10000 0 0 DJ DONAHUE 77 SUMMER STREET 8TH FLOOR BOSTON MA 021101006 TRUSTEE 4.00 10000 0 0 LUIS PEDROSO 77 SUMMER STREET 8TH FLOOR BOSTON MA 021101006 SENIOR ADVISOR 1.00 1000 0 0 NONE 0 GMA FOUNDATIONS 77 SUMMER STREET BOSTON MA 02110 ADMINISTORS GRANTS 121679 0 VARIOUS CHARITABLE GRANTS MADE TO 36 DIFFERENT ORGANIZATIONS 958449 LOAN TO WISH PROJECT 20000 20000 24406189 368107 0 24774296 0 0 24774296 371614 24402682 1220134 1220134 17115 17115 1203019 0 1203019 0 1203019 1143384 20000 1163384 0 1163384 1203019 0 0 82529 75941 158470 1163384 0 0 0 1163384 0 39635 39635 118835 0 0 0 0 0 0 0 118835 42894 75941 PHILIP HALL 77 SUMMER STREET 8TH FLOOR BOSTON MA 02110 6174267080 APPLICANTS ARE ENCOURAGED TO APPLY ONLINE AT HTTP://PARKERFOUNDATION.GMAFOUNDATIONS.COM. ALL PROPOSALS SHOULD INCLUDE A SHORT DESCRIPTION OF THE PURPOSES, PROGRAMS, AND HISTORY OF THE ORGANIZATION, A DESCRIPTION OF THE PROJECT FOR WHICH FINANCIAL ASSISTANCE IS REQUESTED, THE AMOUNT DESIRED, AND PLANS FOR CONTINUATION OF THE PROJECT AFTER PARKER'S FUNDING HAS ENDED. INCLUDE A LIST OF BOARD MEMBERS, WITH AN INDICATION OF THEIR ORGANIZATIONAL AFFILIATIONS, SPECIAL SKILLS, AND LINKS TO THE COMMUNITY,A COMPLETED DIVERSITY FORM DETAILING RACIAL AND ETHNIC COMPOSITIONS OF BOARD, STAFF, AND CONSTITUENTS,A COPY OF THE ORGANIZATIONS MOST RECENT AUDITED FINANCIAL STATEMENTS,A COPY OF THE MOST RECENT IRS FORM 990, WITH ALL ATTACHMENTS AND SCHEDULES,A CURRENT ORGANIZATIONAL BUDGET, INCLUDING PROJECTED INCOME AND EXPENDITURES,BIO STATEMENTS OR RESUMES OF KEY PROJECT STAFF AND A PROJECT BUDGET. PROPOSAL DEADLINES ARE JANUARY 15, MAY 15, WHICH CORRESPOND TO TRUSTEE MEETINGS TRUSTEES DO NOT USUALLY AWARD FUNDS FOR THE OPERATING EXPENSES OF CHARITABLE ORGANIZATIONS, FOR ENDOWMENT, OR TO FUND DEFICITS. GRANTS ARE RESTRICTED TO ORGANIZATIONS THAT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE CLASSIFIED AS "NOT A PRIVATE FOUNDATION" UNDER SECTION 509(A). NO AWARDS ARE MADE TO INDIVIDUALS. AMERICAN RED CROSS OF EASTERN MASSACHUSETTS 139 MAIN STREET CAMBRIDGE MA 02142 NA PUBLIC CHARITY TO BUILD THE ORGANIZATION'S VOLUNTEER CONSTITUENCY IN LOWELL 5000 ARTS LEAGUE OF LOWELL 269 DUTTON STREET LOWELL MA 01852 NA PUBLIC CHARITY SUPPORT FOR RENOVATIONS AND OTHER EXPENSES ASSOCIATED WITH THE ORGANIZATION'S MOVE TO A NEW ARTS GALLERY IN THE GATES BUILING IN DOWNTOWN LOWELL 25000 ASIAN TASK FORCE AGAINST DOMESTIC VIOLENCE PO BOX 120108 BOSTON MA 02460 NA PUBLIC CHARITY SUPPORT FOR THE STAFFING COSTS AT THE AGENCY'S LOWELL OFFICE 30000 ASSOCIATED GRANT MAKERS INC 133 FEDERAL STREET STE 802 BOSTON MA 02108 NA PUBLIC CHARITY MEMBERSHIP SUPPORT 5450 CAMBODIAN MUTUAL ASSISTANCE ASSOCIATION OF GREATER LOWELL 1 BARTLETT STREET LOWELL MA 01854 NA PUBLIC CHARITY SUPPORT TOWARD THE SALARY OF A NEW DEPUTY DIRECTOR POSITION 40000 CAMBODIAN MUTUAL ASSISTANCE ASSOCIATION OF GREATER LOWELL (FBO SAYDANAR C 1 BARTLETT STREET LOWELL MA 01854 NA PUBLIC CHARITY SUPPORT FOR A NEW PART-TIME COODINATOR POSITION 15000 CATIE'S CLOSET 206 JACKSON STREET LOWELL MA 01854 NA PUBLIC CHARITY FOR WORK TO PROVIDE CLOTHING AND TRANSPORTATION FOR LOW-INCOME AND HOMELESS YOUTH ATTENDING THE LOWELL PUBLIC SCHOOLS 25000 CHRIST CHURCH UNITED IN LOWELL 18 TREMONT STREET SUITE 1120 BOSTON MA 02108 NA PUBLIC CHARITY EMERGENCY FINANCIAL SUPPORT FOR LOWELL RESIDENTS AND FOR PARISHIONERS 20000 COALITION FOR A BETTER ACRE 517 MOODY STREET 3RD FL LOWELL MA 01854 NA PUBLIC CHARITY STARTUP SUPPORT FOR A COMMUNITY TIME BANK IN LOWELL AND THE GREATER MERRIMACK VALLEY 25000 COUNCIL ON FOUNDATIONS 44 SCHOOL STREET STE 1010 BOSTON MA 02119 NA PUBLIC CHARITY MEMBERSHIP SUPPORT 2499 DISCOVERY MUSEUMS 177 MAIN STREET ACTON MA 01720 NA PUBLIC CHARITY FOR A PRE-KINDERGARTEN STEAM (SCIENCE, TECHNOLOGY ENGINEERING, ARTS, MATH) COMPONENT IN PARTNERSHIP WITH ACRE FAMILY CHILD CARE IN LOWELL 20000 GIRLS INCORPORATED OF GREATER LOWELL 220 WORTHEN STREET LOWELL MA 01852 NA PUBLIC CHARITY CAPITAL IMPROVEMENTS TO THE ORGANIZATION'S BACKYARD SPACE 20000 GRANTMAKERS CONCERNED WITH IMMIGRANTS AND REFUGEES PO BOX 1100 SEBASTOPOL CA 95473 NA PUBLIC CHARITY MEMBERSHIP SUPPORT 500 HABITAT FOR HUMANITY OF GREATER LOWELL 124 MAIN STREET WESTFORD MA 01886 NA PUBLIC CHARITY SUPPORT FOR TWO NEW AFFORDABLE HOUSING PROJECTS LOCATED IN THE ACRE NEIGHBORHOOD OF LOWELL 30000 JERICHO ROAD PROJECT 20 LEXINGTON STREET CONCORD MA 01742 NA PUBLIC CHARITY IN SUPPORT OF EFFORT TO INCREASE BOARD DIVERSITY AMONG PARTICIPATING NONPROFIT ORGANIZATIONS IN LOWELL 15000 JFY NETWORKS 120 CROSS STREET LOWELL MA 01854 NA PUBLIC CHARITY SUPPORT TRAINING ON THE ACCUPLACER PLACEMENT TEST FOR JUNIORS AND SENIORS AT LOWELL HIGH SCHOOL 40000 JUNIOR ACHIEVEMENT OF NORTHERN NEW ENGLAND 400 FIFTH AVENUE SUITE 300 WALTHAM MA 02451 NA PUBLIC CHARITY FOR SKILLS TO ACHIEVE PROGRAM AT LOWELL HIGH SCHOOL, PROVIDING EXPOSURE FOR STUDENTS TO BUSINESS SETTINGS AND CAREER OPTIONS WITHIN GREATER BOSTON 5000 LOWELL ART ASSOCIATION INC DBA THE WHISTLER HOUSE MUSEUM OF ART 243 WORTHEN STREET LOWELL MA 01852 NA PUBLIC CHARITY FOR RESTORATION TO THE WHISTLER HOUSE AND FOR NEW SUMMER ART PROGRAM SERVING YOUTH IN LOWELL 25000 LOWELL COMMUNITY CHARTER PUBLIC SCHOOL FRIENDS INC 97 CENTRAL STREET LOWELL MA 01852 NA PUBLIC CHARITY SUPPORT FOR A NEW COMPUTER LAB FOR THE SCHOOL 30000 LOWELL COMMUNITY HEALTH CENTER INC 161 JACKSON STREET LOWELL MA 01852 NA PUBLIC CHARITY CONTINUED CAPITAL SUPPORT FOR A NEW HEALTH FACILITY IN LOWELL. 140000 LOWELL HOUSE INC 555 MERRIMACK STREET LOWELL MA 01854 NA PUBLIC CHARITY SUPPORT FOR AUOTMATED RECORDKEEPING AND OTHER IMPROVED ADMINISTRATIVE PROCEDURES FOR AMBULATORY CARE PROGRAMS 35000 LOWELL HUMANE SOCIETY 951 BROADWAY STREET LOWELL MA 01854 NA PUBLIC CHARITY SUPPORT TOWARD THE PURCHASE OF A NEW HEATING AND COOLING SYSTEM 15000 LOWELL TRANSITIONAL LIVING CENTER INC 205-209 MIDDLESEX STREET LOWELL MA 01852 NA PUBLIC CHARITY TOWARD THE SALARY OF A DEVELOPMENT DIRECTOR 15000 MASSACHUSETTS INSTITUTE FOR A NEW COMMONWEALTH INC 18 TREMONT STREET BOSTON MA 02108 NA PUBLIC CHARITY SUPPORT FOR GATEWAY CITIES EDUCATION INITATIVE 20000 MENTAL HEALTH ASSOCIATION OF GREATER LOWELL INC 99 CHURCH STREET LOWELL MA 01852 NA PUBLIC CHARITY SUPPORT FOR FEDERALLY MANDATED CONVERSION TO AN ELECTRONIC MEDICAL RECORD SYSTEM 25000 MERRIMACK RIVER WATERSHED COUNCIL INC 60 ISLAND STREET SUITE 211E LAWRENCE MA 01840 NA PUBLIC CHARITY FOR GENERAL OPERATING SUPPORT AND FOR A COMMUNITY OUTREACH EFFORT LINKING VARIOUS YOUTH CONSTITUENCIES IN LOWELL AND ELSEWHERE ALONG THE MERRIMACK VALLEY 35000 PARTNERS HEALTHCARE SYSTEMS INC FBO MASSACHUSETTS GENERAL HOSPITAL GLOB 55 FRUIT STREET BOSTON MA 02114 NA PUBLIC CHARITY SUPPORT FOR MENTAL HEALTH TRAINING AND OUTREACH PROGRAM FOR AFRICAN IMMIGRANTS, IN PARTNERSHIP WITH CHRIST JUBILEE INTERNATIONAL MINISTRIES 25000 PLUMMER HOME FOR BOYS 37 WINTER ISLAND ROAD SALEM MA 01970 NA PUBLIC CHARITY IN TRANSITIONAL SUPPORT FOR THE ORGANIZATION AND ITS FOSTER CARE PROGRAM, WHICH SERVES AS THE SUCCESSOR TO CASEY FAMILY SERVICES IN LOWELL 35000 PROPRIETORS OF THE LOWELL CEMETERY 77 KNAPP AVENUE LOWELL MA 01852 NA PUBLIC CHARITY TOWARDS ROOF RESTORATION FOR THE HISTORIC CEMETERY'S 1887 LAWRENCE STREET GATEHOUSE 20000 RAISING A READER MASSACHUSETTS INC 149 PLEASANT STREET DRACUT MA 01826 NA PUBLIC CHARITY SUPPORT FOR EARLY LITERACY PROGRAMS FOR FAMILIES IN LOWELL 20000 TRUSTEES OF BOSTON UNIVERSITY INSTITUTE FOR NONPROFIT MANAGEMENT 595 COMMONWEALTH AVENUE SUITE 700 BOSTON MA 02215 NA PUBLIC CHARITY TO PROVIDE FLEXIBLE SCHOLARSHIPS FOR MANAGEMENT STAFF FROM NONPROFITS IN LOWELL, WITH A SPECIAL EMPHASIS ON DIVERSITY 15000 UNITED TEEN EQUALITY CENTER 34 HURD STREET LOWELL MA 01852 NA PUBLIC CHARITY FOR A NEW SOCIAL ENTERPRISES PROGRAM PROVIDING WORKFORCE TRAINING FOR HIGH-RISK YOUTH 75000 UNITED WAY OF MASSACHUSETTS BAY AND THE MERRIMACK VALLEY INC 951 BROADWAY STREET LOWELL MA 01854 NA PUBLIC CHARITY FOR RELOCATION COSTS ASSOCIATED WITH AN OFFICE MOVE TO DOWNTOWN LOWELL 25000 UNIVERSITY OF MASSACHUSETTS FOUNDATION FBO UNIVERSITY OF MASSACHUSETTS LO 1 UNIVERSITY AVENUE LOWELL MA 01854 NA PUBLIC CHARITY STARTUP SUPPORT FOR DATACOMMON FOR LOWELL 25000 UNIVERSITY OF MASSACHUSETTS FOUNDATION FBO UNIVERSITY OF MASSACHUSETTS LO SOLOMONT WAY LOWELL MA 01854 NA PUBLIC CHARITY SUPPORT FOR UTEACH PROGRAM AT ROBINSON AND STOKLOSA SCHOOLS IN LOWELL, TO PROVIDE MATH TUTORING TO MIDDLE SCHOOL STUDENTS 30000 YWCA OF LOWELL FBO MILL CITY GROWS CMAA 120 CROSS STREET LOWELL MA 01852 NA PUBLIC CHARITY STARTUP SUPPORT FOR MILL CITY GROWS' COMMUNITY GARDENING, FOOD PROVISION AND EDUCATION PROGRAM IN LOWELL 25000 WISH PROJECT INC 1A FOUNDRY STREET LOWELL MA 01852 NA PUBLIC CHARITY AS A NO-INTEREST LOAN IN SUPPORT OF THE ORGANIZATION'S NEW MATTRESS RECYCLING PROGRAM. 20000 978449 0 14 600498 216419 ROYALTY INCOME 15 263131 UBI FROM INVESTMENT PARTNERSHIPS 523000 -138205 -138205 863629 216419 941843 8 THE GAIN RESULTED FROM THE SALE OF INVESTMENTS CONTRIBUTED TO 8 PROVIDING EFFECTIVE GRANTS THAT BENEFIT THE CITY OF LOWELL AND 8 ITS RESIDENTS 0 0 0 0 0 0 0 0 0 0 LEGAL AND ACCOUNTING 4925 0 0 0 EQUITY SECURITIES 21665536 21665536 OTHER INVESTMENTS IN LP FMV 3645280 3645280 PROGRAM-RELATED INVESTMENT 20000 20000 K-1 CAPITAL GAIN ON DISTRIBUTIONS 218560 K-1 FLOW THRU GAINS, INT AND DIV. 2269 ROYALTY RELATED EXPENSES 154641 154641 0 0 MISCELLANEOUS 2992 2992 0 0 ROYALTY INCOME 263131 263131 0 UBI FROM INVESTMENT PARTNERSHIPS -138205 0 UNREALIZED GAIN / LOSS 2683372 K-1 FLOW THRU LOSS 138205 K-1 PARTNERSHIP DISTRIBUTIONS 218560 PROGRAM RELATED INVESTMENT RECOGNIZED AS A DISTRIBUTION 20000 GRANT MAKING EXPENSE 121679 0 0 121679 INVESTMENT ADVISORY FEES 13500 13500 0 0 BANK ADMINISTRATIVE EXPENSE 9760 3904 0 5856 0 0 0 0 FOREIGN TAXES 5820 5820 0 0 FEDERAL 990PF EXCISE TAX 23836 23836 0 0