GREATER LOWELL COMMUNITY FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GREATER LOWELL COMMUNITY FOUNDATION INC (EIN 04-3401997)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-09-09
- IRS object ID
- 201302529349300375
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-09-09T12:07:45-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042917204 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSTISS & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043401997 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER LOWELL COMMUNITY FOUNDATIONINC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GREA | NameControl |
| Phone | 9789701600 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RAYMOND RIDDICK | Name |
| Title | PRESIDENT | Title |
| Phone | 9789701600 | Phone |
| Date Signed | 2013-09-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD B DIONNE | Name |
| PTIN | P00142882 | PTIN |
| Phone | 9784522500 | Phone |
| Date Prepared | 2013-09-04 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RAYMOND RIDDICK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 7663497 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.GLCFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1997 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1069827 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2230513 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1183172 | InvestmentIncomePriorYear |
| Investment Income Current Year | 813145 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2252999 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3043658 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 852339 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 982729 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 257765 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 368811 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 36436 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 269036 | OtherExpensePriorYear |
| Other Expenses Current Year | 403910 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1379140 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1755450 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 873859 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1288208 | RevenuesLessExpensesCY |
| Total Assets BOY | 20910388 | TotalAssetsBOY |
| Total Assets EOY | 23739426 | TotalAssetsEOY |
| Total Liabilities BOY | 2457914 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2627706 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18452474 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 21111720 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1432966 | Expense |
| Grants | 982729 | Grants |
| Description | TO ATTRACT FUNDS TO DISTRIBUTE GRANTS AND LOANS TO LOCAL AGENCIES BY CREATING AWARENESS AMONG COMMUNITY BUSINESSES AND THE GENERAL PUBLIC FOR CHARITABLE GIVING. | Description |
| Total Program Service Expense | 1432966 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 13 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 7 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYMOND RIDDICK EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9789701600 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| STEVEN JONCAS | ||||||
| PRESIDENT | 5.00 | X | X | 0 | 0 | 0 |
| LORI A TRAHAN | ||||||
| VICE-PRESIDENT | 5.00 | X | X | 0 | 0 | 0 |
| JAMES C SHANNON III CPA | ||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 |
| RICHARD KDONAHUE SR | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| DR JAMES H REICHHELD | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| KAY M DOYLE | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| SCOTT FLAGG | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| MARK O'NEIL | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| JAMES F CONWAY III | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| JOHN P CHEMALY | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| WILLIAM JSAMARAS | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| GEORGE L DUNCAN | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| JOSEPH BARTOLOTTA | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| BRIAN J STAFFORD | ||||||
| ASSISTANT TREASURER | 5.00 | X | X | 0 | 0 | 0 |
| ANNMARIE ROARK | ||||||
| CLERK | 5.00 | X | X | 0 | 0 | 0 |
| JACQUELINE F MOLONEY | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| LUIS PEDROSO | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| JAMES NOLAN | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| RAYMOND RIDDICK | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 88988 | 0 | 25748 | |
| JEFF BERGART | ||||||
| CHIEF FINANCIAL OFFICER | 16.00 | X | 42900 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 131888 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 25748 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 97426 | FundraisingEvents |
| All Other Contributions | 2133087 | AllOtherContributions |
| Noncash Contributions | 43541 | NoncashContributions |
| Total Contributions | 2230513 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 591705 | TotalRevenueColumn |
| Exclusion | $591,705 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4821900 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4599065 | Securities |
| Other | 1395 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 222835 | Securities |
| Other | -1395 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 221440 | TotalRevenueColumn |
| Exclusion | $221,440 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 19379 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 97426 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 19379 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3043658 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $813,145 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 778911 | Total |
| Program Services | 778911 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 203818 | Total |
| Program Services | 203818 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159098 | Total |
| Program Services | 87148 | ProgramServices |
| Management And General | 66140 | ManagementAndGeneral |
| Fundraising | 5810 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142970 | Total |
| Program Services | 110463 | ProgramServices |
| Management And General | 29500 | ManagementAndGeneral |
| Fundraising | 3007 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32981 | Total |
| Program Services | 19354 | ProgramServices |
| Management And General | 13147 | ManagementAndGeneral |
| Fundraising | 480 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33762 | Total |
| Program Services | 21863 | ProgramServices |
| Management And General | 10962 | ManagementAndGeneral |
| Fundraising | 937 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12400 | Total |
| Management And General | 12400 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87964 | Total |
| Program Services | 87964 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32400 | Total |
| Program Services | 19714 | ProgramServices |
| Management And General | 6571 | ManagementAndGeneral |
| Fundraising | 6115 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13459 | Total |
| Management And General | 13459 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24027 | Total |
| Program Services | 15867 | ProgramServices |
| Management And General | 6959 | ManagementAndGeneral |
| Fundraising | 1201 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3302 | Total |
| Program Services | 2642 | ProgramServices |
| Management And General | 495 | ManagementAndGeneral |
| Fundraising | 165 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28583 | Total |
| Program Services | 22866 | ProgramServices |
| Management And General | 4288 | ManagementAndGeneral |
| Fundraising | 1429 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1986 | Total |
| Program Services | 1986 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37840 | Total |
| Program Services | 34056 | ProgramServices |
| Management And General | 3784 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1993 | Total |
| Management And General | 1993 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3655 | Total |
| Management And General | 3655 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| INCREASE IN ALLOWANCE O | 100000 | 100000 | ||
| PRINTING AND REPRODUCTI | 17417 | 871 | 15675 | 871 |
| ANNUAL APPEAL EXPENSES | 15713 | 15713 | ||
| LICENSES AND PERMITS | 8002 | 8002 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15169 | Total |
| Program Services | 10639 | ProgramServices |
| Management And General | 3822 | ManagementAndGeneral |
| Fundraising | 708 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1755450 | Total |
| Program Services | 1432966 | ProgramServices |
| Management And General | 286048 | ManagementAndGeneral |
| Fundraising | 36436 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88893 | BOY |
| EOY | 264532 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 481782 | BOY |
| EOY | 604692 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 458404 | BOY |
| EOY | 356905 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7534 | BOY |
| EOY | 4700 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 55900 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 49470 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5691 | BOY |
| EOY | 6430 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19868084 | BOY |
| EOY | 22502167 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20910388 | BOY |
| EOY | 23739426 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21160 | BOY |
| EOY | 23147 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2350 | BOY |
| EOY | 2450 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2434404 | BOY |
| EOY | 2602109 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2457914 | BOY |
| EOY | 2627706 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13956065 | BOY |
| EOY | 15196753 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4074444 | BOY |
| EOY | 5493002 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 421965 | BOY |
| EOY | 421965 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18452474 | BOY |
| EOY | 21111720 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20910388 | BOY |
| EOY | 23739426 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1288208 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1297407 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 73631 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2980447 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1497205 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 816562 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1069827 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1230513 | CurrentTaxYear |
| Total | 7594554 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2980447 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1497205 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 816562 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1069827 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1230513 | CurrentTaxYear |
| Total | 7594554 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 352178 | AmountsSubstContributorsTotal |
| Public Support Total170 | 7242376 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 398285 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 300714 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 434325 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 662977 | CurrentTaxYearMinus1Year |
| Current Tax Year | 591705 | CurrentTaxYear |
| Total | 2388006 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 9982560 | TotalSupport |
| Public Support Pertcentage170 | 0.72550 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.70110 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 41 | NumberDAFsHeld |
| Donor Advised Contributions | 401441 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 263294 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 5199721 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18333463 | BeginningOfYearBalance |
| Contributions | 1702901 | Contributions |
| Investment Earnings Or Losses | 2126535 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 932247 | GrantsOrScholarships |
| Other Expenditures | 368824 | OtherExpenditures |
| End Of Year Balance | 20861828 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18867030 | BeginningOfYearBalance |
| Contributions | 793526 | Contributions |
| Investment Earnings Or Losses | -149106 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 824046 | GrantsOrScholarships |
| Other Expenditures | 353941 | OtherExpenditures |
| End Of Year Balance | 18333463 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16516095 | BeginningOfYearBalance |
| Contributions | 1352113 | Contributions |
| Investment Earnings Or Losses | 1880598 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 569684 | GrantsOrScholarships |
| Other Expenditures | 312092 | OtherExpenditures |
| End Of Year Balance | 18867030 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12902798 | BeginningOfYearBalance |
| Contributions | 1275070 | Contributions |
| Investment Earnings Or Losses | 2773026 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 325377 | GrantsOrScholarships |
| Other Expenditures | 109422 | OtherExpenditures |
| End Of Year Balance | 16516095 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15292369 | BeginningOfYearBalance |
| Contributions | 1955142 | Contributions |
| Investment Earnings Or Losses | -3451866 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 554176 | GrantsOrScholarships |
| Other Expenditures | 338671 | OtherExpenditures |
| End Of Year Balance | 12902798 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.71650 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.02020 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.26330 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4127 | OtherCostOrOtherBasis |
| Depreciation | 413 | Depreciation |
| Book Value | 3714 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 51773 | OtherCostOrOtherBasis |
| Depreciation | 49057 | Depreciation |
| Book Value | 2716 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6430 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| AGENCY ENDOWMENT | $2,564,223 |
| FISCAL AGENCY FUNDS | $35,797 |
| SPLIT INTEREST AGREEMENTS | $2,089 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2602109 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 4254727 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1297407 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1297407 | RevenueNotRptdF990 |
| Revenue Subtotal | 2957320 | RevenueSubtotal |
| Other Revenues Not Included | 86338 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 86338 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3043658 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1699497 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1699497 | ExpensesSubtotal |
| Other Expenses Not Included | 55953 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 55953 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1755450 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | TO DISTRIBUTE GRANTS TO AREA NON-PROFIT ORGANIZATIONS KEEPING IN LINE WITH THE FOUNDATION'S MISSION. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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 | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS FROM AGENCY ENDOWMENT FUNDS |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BIKE-A-THON | NameOfEvent1 |
| Gross Receipts Event1 | 38904 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 38904 | CharitableContributionsEvent1 |
| Name Of Event2 | PHILANTHROPY DAY EVENT | NameOfEvent2 |
| Gross Receipts Event2 | 42575 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 29005 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 13570 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 13570 | FoodAndBeverageEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 35326 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 29517 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 5809 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 5809 | FoodAndBeverageOtherEvents |
| Gross Receipts Total | 116805 | GrossReceiptsTotal |
| Charitable Contributions Total | 97426 | CharitableContributionsTotal |
| Gross Revenue Total Events | 19379 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 19379 | FoodAndBeverageTotalEvents |
| Direct Expense Summary Events | 19379 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (46 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| AMERICAN TEXTILE HISTORY MUSEUM | |||||||
| 491 DUTTON STREET | LOWELL | MA | 01854 | 042276089 | 501(C)(3) | 17084 | ARTS & HUMANITIES |
| NEW ENGLAND FORESTRY FOUNDATION INC | |||||||
| PO BOX 1346 | LITTLETON | MA | 01460 | 042024022 | 501(C)(3) | 10477 | ENVIRONMENTAL PROGRAMSENTERPRISE BANK FOR LOWELL ART |
| ESPERANZA ACADEMY INC | |||||||
| 198 GARDEN STREET | LAWRENCE | MA | 01840 | 731722348 | 501(C)(3) | 12000 | ONE YEAR SCHOLARSHIP |
| WHISTLER HOUSE MUSEUM OF ART | |||||||
| 243 WORTHEN STREET | LOWELL | MA | 01852 | 042428837 | 501(C)(3) | 14839 | OPERATIONS |
| LOWELL CATHOLIC HIGH SCHOOL | |||||||
| 530 STEVENS STREET | LOWELL | MA | 01851 | 042563657 | 501(C)(3) | 34590 | 2012 DISTRIBUTION |
| LOWELL FESTIVAL FOUNDATION | |||||||
| PO BOX 217 | LOWELL | MA | 01853 | 042578293 | 501(C)(3) | 5250 | ARTS & HUMANITIES |
| NEW ENGLAND QUILT MUSEUM | |||||||
| 18 SHATTUCK STREET | LOWELL | MA | 01852 | 042971424 | 501(C)(3) | 23011 | 2012 DISTRIBUTION |
| LOWELL HERITAGE PARTNERSHIP | |||||||
| PO BOX 8744 | LOWELL | MA | 01853 | 200317624 | 501(C)(3) | 5717 | THE DISCRETION OF THE BOARD OF LOWELL HERITAGE PARTNERSHIP |
| LOWELL PARKS & CONSERVATION TRUST INC | |||||||
| PO BOX 7162 | LOWELL | MA | 01852 | 223070912 | 501(C)(3) | 11893 | GENERAL OPERATION |
| MERRIMACK REPERTORY THEATER INC | |||||||
| 132 WARREN STREET | LOWELL | MA | 01852 | 042664784 | 501(C)(3) | 51417 | GENERAL OPERATION |
| MERRIMACK VALLEY HOUSING PARTNERSHIP INC | |||||||
| PO BOX 1042 | LOWELL | MA | 01853 | 042950316 | 501(C)(3) | 14176 | 2012 DISTRIBUTION |
| CULTURAL ORGANIZATION OF LOWELL | |||||||
| 50 ARCAND DRIVE | LOWELL | MA | 01852 | 043579969 | 501(C)(3) | 9655 | ECON & COMM DVL/EDUCATION/ARTS & HUMANITIES |
| THOREAU FARM TRUST INC | |||||||
| PO BOX 454 | CONCORD | MA | 01742 | 043420325 | 501(C)(3) | 6812 | GENERAL OPERATING |
| LOWELL COMMUNITY HEALTH CENTER | |||||||
| 585 MERRIMACK STREET | LOWELL | MA | 01854 | 042881348 | 501(C)(3) | 57250 | CAPITAL CAMPAIGN/WOMEN'S SERVICE DEPARTMENT |
| REVOLVING MUSEUM | |||||||
| 122 WESTERN AVE | LOWELL | MA | 01851 | 043233034 | 501(C)(3) | 9025 | GENERAL OPERATING |
| LOWELL WISH PROJECT INC | |||||||
| 1A FOUNDRY STREET | LOWELL | MA | 01852 | 203249145 | 501(C)(3) | 10000 | TRAUMA PREPAREDNESS SUPPORT |
| LUK CRISIS CENTER | |||||||
| 545 WESTMINSTER STREET | FITCHBURG | MA | 01420 | 042483679 | 501(C)(3) | 9283 | GENERAL OPERATING |
| MIDDLESEX COMMUNITY COLLEGE | |||||||
| 35 KEARNEY SQUARE | LOWELL | MA | 01852 | 999089639 | 25000 | MCC OUT OF SCHOOL YOUTH DEVELOPMENT CENTER | |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 18 CANTON STREET | STOUGHTON | MA | 02072 | 042104826 | 501(C)(3) | 8875 | YOUTH AND FAMILY SERVICES |
| NASHUA RIVER WATERSHED ASSOCIATION | |||||||
| 592 MAIN STREET | GROTON | MA | 01450 | 237055674 | 501(C)(3) | 8767 | WALKING PROGRAM FOR RESIDENTS |
| OPEN PANTRY OF GREATER LOWELL | |||||||
| 200 CENTRAL STREET | LOWELL | MA | 01852 | 222474729 | 501(C)(3) | 12153 | DONOR ADVISED DISTRIBUTION |
| REMARKABLE ACTIVE RESILIENT ADULTS | |||||||
| 295 HIGH STREET | LOWELL | MA | 01852 | 237102772 | 501(C)(3) | 10025 | DONOR ADVISED DISTRIBUTION/RARA SCHOLARSHIPS |
| UNITED TEEN EQUALITY CENTER | |||||||
| 34 HURD STREET | LOWELL | MA | 01852 | 383669532 | 501(C)(3) | 5250 | 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) | 7620 | HEALTH/YTH & FMLY SOC |
| BRUSH ART GALLERY & STUDIOS | |||||||
| 256 MARKET ST | LOWELL | MA | 01852 | 222475069 | 501(C)(3) | 5400 | ECON & COMM DEVL/ARTS & HUMANITIES |
| CATHOLIC CHARITIES OF MERRIMACK VALLEY | |||||||
| 70 LAWRENCE ST | LOWELL | MA | 01852 | 5150 | YTH & FMLY SOC | ||
| CHALLENGE UNLIMITED INC AT IRONSTONE FARM | |||||||
| 450 LOWELL ST | ANDOVER | MA | 01810 | 222478997 | 501(C)(3) | 21175 | MARY SENISE MCCARTHY ROOM AT IRONSTONE FARM |
| COMMUNITY TEAMWORK INC | |||||||
| 155 MERRIMACK ST 3RD FL | LOWELL | MA | 01852 | 042382027 | 501(C)(3) | 11000 | ECON & COMM DEVL/YTH & FMLY SOC |
| GROUNDWORK LAWRENCE INC | |||||||
| 60 ISLAND ST | LAWRENCE | MA | 01840 | 043546770 | 501(C)(3) | 5850 | ENVIRONMENT |
| HOUSE OF HOPE INC | |||||||
| 812 MERRIMACK ST | LOWELL | MA | 01854 | 042867965 | 501(C)(3) | 7337 | YTH & FMLY SOC |
| TOWN OF LITTLETON COUNCIL ON AGING | |||||||
| 33 SHATTUCK ST | LITTLETON | MA | 01460 | 5157 | TO HIRE PART-TIME EMPLOYMENT | ||
| LOAVES & FISHES FOOD PANTRY INC | |||||||
| PO BOX 1 | AYER | MA | 01432 | 010726924 | 501(C)(3) | 13314 | FOOD & REFERRAL SERVICES |
| LOWELL HIGH SCHOOL | |||||||
| 50 FR MORISSETTE BLVD | LOWELL | MA | 01852 | 6647 | SCHOLARSHIPS | ||
| LOWELL TELECOMMUNICATION CORPORATION | |||||||
| 246 MARKET ST | LOWELL | MA | 01852 | 043179126 | 501(C)(3) | 10000 | GENERAL SUPPORT |
| MERRIMACK RIVER VALLEY HOUSE | |||||||
| 520 FLETCHER ST | LOWELL | MA | 01854 | 042104808 | 501(C)(3) | 10000 | GENERAL SUPPORT |
| YWCA OF LOWELL | |||||||
| 97 CENTRAL ST STE 302 | LOWELL | MA | 01852 | 042105876 | 501(C)(3) | 10000 | MILL CITY GROWS PROGRAM |
| NOTRE DAME HIGH SCHOOL OF LAWRENCE | |||||||
| 303 HAVERHILL ST | LAWRENCE | MA | 01840 | 020296284 | 501(C)(3) | 10000 | GENERAL SUPPORT |
| PATHWAYS FOR CHANGE INC | |||||||
| 588 MAIN STR | WORCESTER | MA | 01608 | 042734584 | 501(C)(3) | 6188 | SEXUAL VIOLENCE EDUCATION |
| SEVEN HILLS FAMILY SERVICES INC | |||||||
| 81 HOPE AVE | WORCESTER | MA | 01603 | 911969322 | 501(C)(3) | 10314 | TRAINING TO PROVIDE RESPITE TO AREA FAMILIES |
| COMMUNITY FOUNDATION OF NORTH CENTRAL MASSACHUSETTS | |||||||
| 9 LEOMINSTER CONNECTOR | LEOMINSTER | MA | 01453 | 043537449 | 501(C)(3) | 7736 | SHINE INITIATIVE |
| ST PATRICK'S SCHOOL AND EDUCATIONAL CENTER - LOWELL | |||||||
| 311 ADAMS ST | LOWELL | MA | 01854 | 7000 | GENERAL SUPPORT | ||
| TOWNSEND FIRE-EMS | |||||||
| 13 ELMS ST | TOWNSEND | MA | 01469 | 9283 | PURCHASE EQUIPMENT TO ASSIST IN OFF-ROAD RESCUE OPER. | ||
| TROUT UNLIMITED | |||||||
| 1300 NORTH 17TH ST STE 500 | ARLINGTON | VA | 22209 | 381612715 | 501(C)(3) | 8060 | GENERAL SUPPORT |
| UMASS DARTMOUTH FOUNDATION | |||||||
| 285 OLD WESTFORD RD | NORTH DARTMOUTH | MA | 02747 | 237336988 | 501(C)(3) | 10000 | SCHOLARSHIPS |
| UMALL LOWELL - UNIVERSITY ADVANCEMENT | |||||||
| ONE UNIVERSITY AVE | LOWELL | MA | 01854 | 12588 | GENERAL SUPPORT | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 39 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 7 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS FOR TUITION | TypeOfGrant |
| Number Of Recipients | 150 | NumberOfRecipients |
| Amount Of Cash Grant | 203818 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | SCHEDULE I, 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. |
| SCHOLARSHIPS REQUIRE PROOF OF ENROLLMENT OR PROOF OF DEPOSIT BEFORE THE FUNDS ARE RELEASED. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 40973 | NoncashContribsRptdF990 |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | WEBSITE MAINTENANCE | 1 | 1800 | COST |
| X | NEW SERVER INSTALLATION | 1 | 767 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 -30,385. RECLASSIFICATION OF FUNDS 104,016. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Comments