2012-06-19T10:22:35-05:00 2011-12-31 042917204 ANSTISS & CO PC 1115 WESTFORD STREET LOWELL MA 01851 990 2011-01-01 043401997 GREATER LOWELL COMMUNITY FOUNDATIONINC GREA 9789701600 100 MERRIMACK STREET NO 202 LOWELL MA 01852 RAYMOND RIDDICK 9789701600 2012-06-19 1 RICHARD B DIONNE P00142882 9784522500 2012-06-14 2011 2016-02-24 21:20:13Z RAYMOND RIDDICK SAME AS ABOVE LOWELL MA 01852 6620124 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. 15 15 6 65 0 0 1652662 1069827 0 0 1032406 1183172 0 0 2685068 2252999 878453 852339 0 0 245711 257765 2718 0 27825 228438 269036 1355320 1379140 1329748 873859 21429166 20910388 2442340 2457914 18986826 18452474 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 1220458 852339 TO ATTRACT FUNDS TO DISTRIBUTE GRANTS AND LOANS TO LOCAL AGENCIES BY CREATING AWARENESS AMONG COMMUNITY BUSINESSES AND THE GENERAL PUBLIC FOR CHARITABLE GIVING. 1220458 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 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 WINSLOW H DUKE 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 KEVIN M WILLET 5.00 X 0 0 0 RAYMOND RIDDICK 40.00 X 41785 0 6652 ANDREA SHAPIRO 40.00 X 93859 0 495 CHARLES WIBIRALSKE 40.00 X 1515 0 0 JEFFREY BERGART 16.00 X 1920 0 0 139079 0 7147 0 0 0 0 0 1069827 16198 1069827 662977 662977 4887320 4367125 520195 520195 520195 2252999 0 0 1183172 673501 673501 178838 178838 148199 111149 33923 3127 84333 53535 27998 2800 14334 9266 4568 500 10899 7417 3047 435 1465 1465 10200 10200 88093 88093 33905 27514 6391 8235 8235 33690 24184 8164 1342 27993 22394 4199 1400 4825 4825 19926 17933 1993 2228 2228 3354 3354 ANNUAL APPEAL EXPENSES 16746 16746 LICENSES AND PERMITS 6371 6371 DUE AND SUBSCRIPTIONS 3615 1809 1806 MEALS 1247 1247 7143 5668 1475 1379140 1220458 130857 27825 127096 88893 388179 481782 478631 458404 13562 7534 54035 48344 5628 5691 20416070 19868084 21429166 20910388 25039 21160 21267 2350 2396034 2434404 2442340 2457914 X 14455263 13956065 4109598 4074444 421965 421965 18986826 18452474 21429166 20910388 X 873859 -1408211 X 0 1 1 X 0 X 2415179 2980447 1497205 816562 1069827 8779220 2415179 2980447 1497205 816562 1069827 8779220 1043938 7735282 458310 398285 300714 434325 662977 2254611 11033831 0.70110 0.71420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37 106538 279451 4618259 1 1 18867030 793526 -149106 824046 353941 18333463 16516095 1352113 1880598 569684 312092 18867030 12902798 1275070 2773026 325377 109422 16516095 15292369 1955142 -3451866 554176 338671 12902798 0.00810 0.02300 0.96890 0 0 54035 48344 5691 5691 AGENCY ENDOWMENT 2394946 FISCAL AGENCY FUNDS 37623 SPLIT INTEREST AGREEMENTS 1835 2434404 2252999 1379140 873859 -1303110 -105101 -1408211 -534352 793787 -1303110 2780 -1300330 2094117 158882 158882 2252999 1328139 2780 2780 1325359 53781 53781 1379140 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 1 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 34 2 SCHOLARSHIPS FOR TUITION 132 178838 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. 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 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.