2013-09-09T12:07:45-05:00 2012-12-31 042917204 ANSTISS & CO PC 1115 WESTFORD STREET LOWELL MA 01851 990 2012-01-01 043401997 GREATER LOWELL COMMUNITY FOUNDATIONINC GREA 9789701600 100 MERRIMACK STREET NO 202 LOWELL MA 01852 RAYMOND RIDDICK 9789701600 2013-09-04 1 RICHARD B DIONNE P00142882 9784522500 2013-09-04 2012 2016-02-24 21:20:13Z RAYMOND RIDDICK 100 MERRIMACK STREET NO 202 LOWELL MA 01852 7663497 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 7 50 0 0 1069827 2230513 0 0 1183172 813145 0 0 2252999 3043658 852339 982729 0 0 257765 368811 0 0 36436 269036 403910 1379140 1755450 873859 1288208 20910388 23739426 2457914 2627706 18452474 21111720 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 1432966 982729 TO ATTRACT FUNDS TO DISTRIBUTE GRANTS AND LOANS TO LOCAL AGENCIES BY CREATING AWARENESS AMONG COMMUNITY BUSINESSES AND THE GENERAL PUBLIC FOR CHARITABLE GIVING. 1432966 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 13 0 1 7 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 RAYMOND RIDDICK EXECUTIVE DIRECTOR 9789701600 100 MERRIMACK STREET SUITE 202 LOWELL MA 01852 STEVEN JONCAS 5.00 X X 0 0 0 LORI A TRAHAN 5.00 X X 0 0 0 JAMES C SHANNON III CPA 5.00 X X 0 0 0 RICHARD KDONAHUE SR 5.00 X 0 0 0 DR JAMES H REICHHELD 5.00 X 0 0 0 KAY M DOYLE 5.00 X 0 0 0 SCOTT FLAGG 5.00 X 0 0 0 MARK O'NEIL 5.00 X 0 0 0 JAMES F CONWAY III 5.00 X 0 0 0 JOHN P CHEMALY 5.00 X 0 0 0 WILLIAM JSAMARAS 5.00 X 0 0 0 GEORGE L DUNCAN 5.00 X 0 0 0 JOSEPH BARTOLOTTA 5.00 X 0 0 0 BRIAN J STAFFORD 5.00 X X 0 0 0 ANNMARIE ROARK 5.00 X X 0 0 0 JACQUELINE F MOLONEY 5.00 X 0 0 0 LUIS PEDROSO 5.00 X 0 0 0 JAMES NOLAN 5.00 X 0 0 0 RAYMOND RIDDICK 40.00 X 88988 0 25748 JEFF BERGART 16.00 X 42900 0 0 131888 0 25748 0 0 0 0 0 97426 2133087 43541 2230513 591705 591705 4821900 4599065 1395 222835 -1395 221440 221440 19379 97426 19379 0 3043658 0 0 813145 778911 778911 203818 203818 159098 87148 66140 5810 142970 110463 29500 3007 32981 19354 13147 480 33762 21863 10962 937 12400 12400 87964 87964 32400 19714 6571 6115 13459 13459 24027 15867 6959 1201 3302 2642 495 165 28583 22866 4288 1429 1986 1986 37840 34056 3784 1993 1993 3655 3655 INCREASE IN ALLOWANCE O 100000 100000 PRINTING AND REPRODUCTI 17417 15675 871 871 ANNUAL APPEAL EXPENSES 15713 15713 LICENSES AND PERMITS 8002 8002 15169 10639 3822 708 1755450 1432966 286048 36436 88893 264532 481782 604692 458404 356905 7534 4700 55900 49470 5691 6430 19868084 22502167 20910388 23739426 21160 23147 2350 2450 2434404 2602109 2457914 2627706 X 13956065 15196753 4074444 5493002 421965 421965 18452474 21111720 20910388 23739426 X 1288208 1297407 73631 X 0 1 X 1 0 X 2980447 1497205 816562 1069827 1230513 7594554 2980447 1497205 816562 1069827 1230513 7594554 352178 7242376 398285 300714 434325 662977 591705 2388006 9982560 0.72550 0.70110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41 401441 263294 5199721 1 1 18333463 1702901 2126535 932247 368824 20861828 18867030 793526 -149106 824046 353941 18333463 16516095 1352113 1880598 569684 312092 18867030 12902798 1275070 2773026 325377 109422 16516095 15292369 1955142 -3451866 554176 338671 12902798 0.71650 0.02020 0.26330 0 0 4127 413 3714 51773 49057 2716 6430 AGENCY ENDOWMENT 2564223 FISCAL AGENCY FUNDS 35797 SPLIT INTEREST AGREEMENTS 2089 2602109 X 4254727 1297407 1297407 2957320 86338 86338 3043658 1699497 0 1699497 55953 55953 1755450 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 BIKE-A-THON 38904 38904 PHILANTHROPY DAY EVENT 42575 29005 13570 13570 1 35326 29517 5809 5809 116805 97426 19379 19379 19379 0 1 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 39 7 SCHOLARSHIPS FOR TUITION 150 203818 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. X 5 40973 X WEBSITE MAINTENANCE 1 1800 COST X NEW SERVER INSTALLATION 1 767 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: NET AGENCY ENDOWMENT FUNDS ACTIVITY -30,385. RECLASSIFICATION OF FUNDS 104,016.