GREATER LOWELL COMMUNITY FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GREATER LOWELL COMMUNITY FOUNDATION INC (EIN 04-3401997)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-19
- IRS object ID
- 201201719349300115
- Schema version
- 2011v1.2
- 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 | 2012-06-19T10:22:35-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | EXECUTIVE DIRECTOR | Title |
| Phone | 9789701600 | Phone |
| Date Signed | 2012-06-19 | 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 | 2012-06-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | SAME AS ABOVE | AddressLine1 |
| City | LOWELL | City |
| State | MA | State |
| ZIP Code | 01852 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6620124 | 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 | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 65 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1652662 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1069827 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1032406 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1183172 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2685068 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2252999 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 878453 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 852339 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 245711 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 257765 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 2718 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 27825 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 228438 | OtherExpensePriorYear |
| Other Expenses Current Year | 269036 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1355320 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1379140 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1329748 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 873859 | RevenuesLessExpensesCY |
| Total Assets BOY | 21429166 | TotalAssetsBOY |
| Total Assets EOY | 20910388 | TotalAssetsEOY |
| Total Liabilities BOY | 2442340 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2457914 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18986826 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18452474 | 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 | 1220458 | Expense |
| Grants | 852339 | 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 | 1220458 | 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 | 0 | 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 | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 17 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 6 | 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 | 0 | QuidProQuoContributions |
| 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 | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | 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 (22 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 | |
| WINSLOW H DUKE | ||||||
| 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 | |
| KEVIN M WILLET | ||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | |
| RAYMOND RIDDICK | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 41785 | 0 | 6652 | |
| ANDREA SHAPIRO | ||||||
| INTERIM EXECUTIVE DIRECTOR | 40.00 | X | 93859 | 0 | 495 | |
| CHARLES WIBIRALSKE | ||||||
| INTERIM EXECUTIVE DIRECTOR | 40.00 | X | 1515 | 0 | 0 | |
| JEFFREY BERGART | ||||||
| CHIEF FINANCIAL OFFICER | 16.00 | X | 1920 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 139079 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 7147 | 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 |
| All Other Contributions | 1069827 | AllOtherContributions |
| Noncash Contributions | 16198 | NoncashContributions |
| Total Contributions | 1069827 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 662977 | TotalRevenueColumn |
| Exclusion | $662,977 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4887320 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4367125 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 520195 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 520195 | TotalRevenueColumn |
| Exclusion | $520,195 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2252999 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,183,172 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 673501 | Total |
| Program Services | 673501 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178838 | Total |
| Program Services | 178838 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148199 | Total |
| Program Services | 111149 | ProgramServices |
| Management And General | 33923 | ManagementAndGeneral |
| Fundraising | 3127 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84333 | Total |
| Program Services | 53535 | ProgramServices |
| Management And General | 27998 | ManagementAndGeneral |
| Fundraising | 2800 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14334 | Total |
| Program Services | 9266 | ProgramServices |
| Management And General | 4568 | ManagementAndGeneral |
| Fundraising | 500 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10899 | Total |
| Program Services | 7417 | ProgramServices |
| Management And General | 3047 | ManagementAndGeneral |
| Fundraising | 435 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1465 | Total |
| Management And General | 1465 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10200 | Total |
| Management And General | 10200 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88093 | Total |
| Program Services | 88093 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33905 | Total |
| Program Services | 27514 | ProgramServices |
| Management And General | 6391 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8235 | Total |
| Management And General | 8235 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33690 | Total |
| Program Services | 24184 | ProgramServices |
| Management And General | 8164 | ManagementAndGeneral |
| Fundraising | 1342 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27993 | Total |
| Program Services | 22394 | ProgramServices |
| Management And General | 4199 | ManagementAndGeneral |
| Fundraising | 1400 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4825 | Total |
| Program Services | 4825 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19926 | Total |
| Program Services | 17933 | ProgramServices |
| Management And General | 1993 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2228 | Total |
| Management And General | 2228 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3354 | Total |
| Management And General | 3354 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|---|
| ANNUAL APPEAL EXPENSES | 16746 | 16746 | ||
| LICENSES AND PERMITS | 6371 | 6371 | ||
| DUE AND SUBSCRIPTIONS | 3615 | 1806 | 1809 | |
| MEALS | 1247 | 1247 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7143 | Total |
| Management And General | 5668 | ManagementAndGeneral |
| Fundraising | 1475 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1379140 | Total |
| Program Services | 1220458 | ProgramServices |
| Management And General | 130857 | ManagementAndGeneral |
| Fundraising | 27825 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127096 | BOY |
| EOY | 88893 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 388179 | BOY |
| EOY | 481782 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 478631 | BOY |
| EOY | 458404 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13562 | BOY |
| EOY | 7534 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 54035 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 48344 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5628 | BOY |
| EOY | 5691 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20416070 | BOY |
| EOY | 19868084 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21429166 | BOY |
| EOY | 20910388 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25039 | BOY |
| EOY | 21160 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21267 | BOY |
| EOY | 2350 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2396034 | BOY |
| EOY | 2434404 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2442340 | BOY |
| EOY | 2457914 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14455263 | BOY |
| EOY | 13956065 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4109598 | BOY |
| EOY | 4074444 | 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 | 18986826 | BOY |
| EOY | 18452474 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21429166 | BOY |
| EOY | 20910388 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 873859 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1408211 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 2415179 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2980447 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1497205 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 816562 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1069827 | CurrentTaxYear |
| Total | 8779220 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2415179 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2980447 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1497205 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 816562 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1069827 | CurrentTaxYear |
| Total | 8779220 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1043938 | AmountsSubstContributorsTotal |
| Public Support Total170 | 7735282 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 458310 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 398285 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 300714 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 434325 | CurrentTaxYearMinus1Year |
| Current Tax Year | 662977 | CurrentTaxYear |
| Total | 2254611 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 11033831 | TotalSupport |
| Public Support Pertcentage170 | 0.70110 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.71420 | 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 | 37 | NumberDAFsHeld |
| Donor Advised Contributions | 106538 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 279451 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 4618259 | 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 | 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 Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 Minus3 Years CurrentYearMinus3Years
| 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 | 0.00810 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.02300 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.96890 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 54035 | OtherCostOrOtherBasis |
| Depreciation | 48344 | Depreciation |
| Book Value | 5691 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5691 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| AGENCY ENDOWMENT | $2,394,946 |
| FISCAL AGENCY FUNDS | $37,623 |
| SPLIT INTEREST AGREEMENTS | $1,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2434404 | TotalOfAmounts |
| Total Revenue | 2252999 | TotalRevenue |
| Total Expenses | 1379140 | TotalExpenses |
| Excess Or Deficit For Year | 873859 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1303110 | NetUnrealizedGLOnInvestments |
| Other | -$105,101 | OtherAmount |
| Total Adjustments | -1408211 | TotalAdjustments |
| Excess Or Deficit Per FS | -534352 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 793787 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1303110 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 2780 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | -1300330 | RevenueNotRptdF990 |
| Revenue Subtotal | 2094117 | RevenueSubtotal |
| Other Revenues Not Included | 158882 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 158882 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2252999 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1328139 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 2780 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 2780 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1325359 | ExpensesSubtotal |
| Other Expenses Not Included | 53781 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 53781 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1379140 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 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: | 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 8 - OTHER ADJUSTMENTS: | NET AGENCY ENDOWMENT FUNDS ACTIVITY -105,101. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTIONS TO AGENCY ENDOWMENT FUNDS | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS FROM AGENCY ENDOWMENT FUNDS |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (36 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) | 17815 | ARTS & HUMANITIES |
| GIRLS INCORPORATED OF GREATER LOWELL | |||||||
| 220 WORTHEN STREET | LOWELL | MA | 01852 | 042104401 | 501(C)(3) | 35983 | OPERATION TEEN/2011 DISTRIBUTION |
| NEW ENGLAND FORESTRY FOUNDATION INC | |||||||
| PO BOX 1346 | LITTLETON | MA | 01460 | 042024022 | 501(C)(3) | 8401 | 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) | 12450 | OPERATIONS |
| LOWELL CATHOLIC HIGH SCHOOL | |||||||
| 530 STEVENS STREET | LOWELL | MA | 01851 | 042563657 | 501(C)(3) | 27214 | 2011 DISTRIBUTION |
| LOWELL FESTIVAL FOUNDATION | |||||||
| PO BOX 217 | LOWELL | MA | 01853 | 042578293 | 501(C)(3) | 5500 | BOARDING HOUSE PARK |
| NEW ENGLAND QUILT MUSEUM | |||||||
| 18 SHATTUCK STREET | LOWELL | MA | 01852 | 042971424 | 501(C)(3) | 22573 | 2011 DISTRIBUTION |
| LOWELL HERITAGE PARTNERSHIP | |||||||
| PO BOX 8744 | LOWELL | MA | 01853 | 200317624 | 501(C)(3) | 7504 | THE DISCRETION OF THE BOARD OF LOWELL HERITAGE PARTNERSHIP |
| LOWELL PARKS & CONSERVATION TRUST INC | |||||||
| PO BOX 7162 | LOWELL | MA | 01852 | 223070912 | 501(C)(3) | 11547 | GENERAL OPERATION |
| ASSOCIATED GRANT MAKERS | |||||||
| 55 COURT STREET | BOSTON | MA | 02108 | 042457605 | 501(C)(3) | 8000 | CELEBRATING MERRIMACK VALLEY PHILANTHROPY - WEAVE PROJECT |
| MERRIMACK REPERTORY THEATER INC | |||||||
| 132 WARREN STREET | LOWELL | MA | 01852 | 042664784 | 501(C)(3) | 50525 | GENERAL OPERATION |
| CATIE'S CLOSET | |||||||
| 149 PLEASANT STREET | DRACUT | MA | 01826 | 272531953 | 501(C)(3) | 6000 | DONOR ADVISED DISTRIBUTION/BACK ON THE BUSKHMER SPEAKING ADVOCATE |
| MERRIMACK VALLEY HOUSING PARTNERSHIP INC | |||||||
| PO BOX 1042 | LOWELL | MA | 01853 | 042950316 | 501(C)(3) | 12317 | 2011 DISTRIBUTION |
| CULTURAL ORGANIZATION OF LOWELL | |||||||
| 50 ARCAND DRIVE | LOWELL | MA | 01852 | 043579969 | 501(C)(3) | 6000 | DISCOVER LOWELL 2011 |
| THOREAU FARM TRUST INC | |||||||
| PO BOX 454 | CONCORD | MA | 01742 | 043420325 | 501(C)(3) | 6498 | GENERAL OPERATING |
| LOWELL COMMUNITY HEALTH CENTER | |||||||
| 585 MERRIMACK STREET | LOWELL | MA | 01854 | 042881348 | 501(C)(3) | 105000 | CAPITAL CAMPAIGN/WOMEN'S SERVICE DEPARTMENT |
| OBLATE MISSION GUILD | |||||||
| 486 CHANDLER STREET | TEWKSBURY | MA | 01876 | 5101 | 2011 DISTRIBUTION | ||
| LOWELL GENERAL HOSPITAL | |||||||
| 295 VARNUM AVE | LOWELL | MA | 01854 | 042103590 | 501(C)(3) | 10000 | DONOR ADVISED DISTRIBUTION |
| REVOLVING MUSEUM | |||||||
| 122 WESTERN AVE | LOWELL | MA | 01851 | 043233034 | 501(C)(3) | 9414 | GENERAL OPERATING |
| LOWELL HOUSE INC | |||||||
| 555 MERRIMACK STREET | LOWELL | MA | 01854 | 237110106 | 501(C)(3) | 14916 | CARF ACCREDIDATION/DARBY FASSETT PROJECT |
| LOWELL WISH PROJECT INC | |||||||
| 1A FOUNDRY STREET | LOWELL | MA | 01852 | 203249145 | 501(C)(3) | 10000 | MOTEL HOMELESS EMERGENCY SUPPORT PROGRAM |
| LUK CRISIS CENTER | |||||||
| 545 WESTMINSTER STREET | FITCHBURG | MA | 01420 | 042483679 | 501(C)(3) | 9540 | GENERAL OPERATING |
| COMMUNITY HEALTHLINK | |||||||
| 72 JAQUES AVENUE | WORCESTER | MA | 01610 | 042626179 | 501(C)(3) | 10600 | TOGETHER WITH KIDS PROGRAM |
| MERRIMACK RIVER WATERSHED COUNCIL INC | |||||||
| 600 SUFFOLK STREET | LOWELL | MA | 01854 | 042633281 | 501(C)(3) | 5306 | PLAY ADRESSING SEXTING, TEXTING, CYBER BULLYING AND INTERNET SAFETY |
| MERRIMACK VALLEY FOOD BANK | |||||||
| PO BOX 8638 | LOWELL | MA | 01853 | 223241609 | 501(C)(3) | 7158 | MOBILE PANTRY PROGRAM/DONOR ADVISED DISTRIBUTION/LET'S FEED THE HUNGRY IN OUR COMMUNITY |
| MIDDLESEX COMMUNITY COLLEGE | |||||||
| 35 KEARNEY SQUARE | LOWELL | MA | 01852 | 999089639 | 12968 | MCC OUT OF SCHOOL YOUTH DEVELOPMENT CENTER | |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 18 CANTON STREET | STOUGHTON | MA | 02072 | 042104826 | 501(C)(3) | 8202 | YOUTH AND FAMILY SERVICES |
| NASHUA RIVER WATERSHED ASSOCIATION | |||||||
| 592 MAIN STREET | GROTON | MA | 01450 | 237055674 | 501(C)(3) | 5933 | ENGAGING CITIZENS FOR A HEALTHY ENVIRONMENT/NRWA CLUB MEMBERSHIP |
| OPEN PANTRY OF GREATER LOWELL | |||||||
| 200 CENTRAL STREET | LOWELL | MA | 01852 | 222474729 | 501(C)(3) | 5783 | DONOR ADVISED DISTRIBUTION |
| REMARKABLE ACTIVE RESILIENT ADULTS | |||||||
| 295 HIGH STREET | LOWELL | MA | 01852 | 237102772 | 501(C)(3) | 10414 | DONOR ADVISED DISTRIBUTION/RARA SCHOLARSHIPS |
| UNITED TEEN EQUALITY CENTER | |||||||
| 34 HURD STREET | LOWELL | MA | 01852 | 383669532 | 501(C)(3) | 5500 | DONOR ADVISED DISTRIBUTION |
| RAPE CRISIS CENTER OF CENTRAL MASSACHUSETTS | |||||||
| 588 MAIN STREET | WORCESTER | MA | 01608 | 042734584 | 501(C)(3) | 5300 | SEXUAL ASSAULT YOUTH EDUCATION (SAYE) PROGRAM |
| MELMARK NEW ENGLAND | |||||||
| 461 RIVER ROAD | ANDOVER | MA | 01810 | 043563345 | 501(C)(3) | 10000 | SUPPORT OF CLINICAL SERVICES FOR INDIVIDUALS WITH AUTISM SPECTRUN DISORDERS |
| FRIENDS OF NASHOBA VALLEY MEDICAL CENTER | |||||||
| 200 GROTON ROAD | AYER | MA | 01432 | 260262919 | 501(C)(3) | 7950 | TELENEUROLIGCAL PROJECT |
| CDW CORPORATION | |||||||
| 200 N MILWAUKEE AVE | VERNON HILLS | IL | 60061 | 13400 | FIELD/INTEREST | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 34 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS FOR TUITION | TypeOfGrant |
| Number Of Recipients | 132 | NumberOfRecipients |
| Amount Of Cash Grant | 178838 | 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 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 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,303,110. NET AGENCY ENDOWMENT FUNDS ACTIVITY -105,101. TOTAL TO FORM 990, PART XI, LINE 5: -1,408,211. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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