2011-08-03T15:49:08-05:00 2010-12-31 ANSTISS & CO PC 1115 WESTFORD STREET LOWELL MA 01851 990 2010-01-01 043401997 GREATER LOWELL COMMUNITY FOUNDATIONINC GREA 9789701600 100 MERRIMACK STREET NO 202 LOWELL MA 01852 STEVEN JONCAS 9789701600 2011-07-29 1 RICHARD B DIONNE 9784522500 2011-07-29 2010 2016-02-24 21:20:13Z STEVEN JONCAS SAME AS ABOVE LOWELL MA 01852 9849573 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 6 64 0 0 1531592 1652662 0 0 25402 1032406 0 0 1556994 2685068 528159 878453 0 0 210662 245711 6060 2718 19138 160063 228438 904944 1355320 652050 1329748 19352353 21429166 2467353 2442340 16885000 18986826 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 1220877 878453 0 TO ATTRACT FUNDS TO DISTRIBUTE GRANTS AND LOANS TO LOCAL AGENCIES BY CREATING AWARENESS AMONG COMMUNITY BUSINESSES AND THE GENERAL PUBLIC FOR CHARITABLE GIVING. 1220877 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 5 0 1 6 1 0 0 0 0 0 0 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 STEVEN JONCAS PRESIDENT 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 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 JOHN C THIBAULT 5.00 X X 31045 0 3950 BRIAN J STAFFORD 5.00 X X 0 0 0 ANNMARIE ROARK 5.00 X X 0 0 0 LORI A TRAHAN 5.00 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 JOCELYN MENDOSA 40.00 X 54557 0 683 CHARLES WIBIRALSKE 40.00 X 48720 0 9515 134322 0 14148 0 0 0 0 0 1652662 15485 1652662 434325 434325 7762586 7164475 30 598111 -30 598081 598081 2685068 0 0 1032406 692805 692805 185648 185648 148680 111511 29736 7433 63775 35189 25987 2599 15189 9522 4995 672 18067 12398 4819 850 -1529 -1529 9600 9600 2718 2718 69421 69421 30494 25056 5018 420 5429 5429 53785 31810 19067 2908 4517 3613 678 226 26242 20994 3936 1312 5170 5170 19711 17740 1971 2302 2302 3296 3296 1355320 1220877 115305 19138 3078201 1578931 509314 478631 6263 13562 51744 46116 3398 5628 15755177 19352414 19352353 21429166 30006 25039 6798 21267 2430549 2396034 2467353 2442340 X 12650488 14455263 3812547 4109598 421965 421965 16885000 18986826 19352353 21429166 X 1329748 772078 X 0 1 1 X 0 X 2919940 2415179 2980447 1497205 816562 10629333 2919940 2415179 2980447 1497205 816562 10629333 1633437 8995896 374405 458310 398285 300714 434325 1966039 12595372 0.71420 0.74370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 73 75788 209910 11332166 1 1 16516095 1352113 1880598 569684 312092 18867030 12902798 1275070 2773026 325377 109422 16516095 15292369 1955142 -3451866 554176 338671 12902798 0.00830 0.02250 0.96920 0 0 51744 46116 5628 5628 AGENCY ENDOWMENT 2356660 FISCAL AGENCY FUNDS 39374 2396034 2685068 1355320 1329748 884389 -112311 772078 2101826 3457146 884389 884389 2572757 112311 112311 2685068 1355320 0 1355320 0 1355320 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: CONTRIBUTIONS TO AGENCY ENDOWMENT FUNDS PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS TO AGENCY ENDOWMENT FUNDS 1 AMERICAN TEXTILE HISTORY MUSEUM 491 DUTTON STREET LOWELL MA 01854 042276089 501(C)(3) 16412 ARTS & HUMANITIES LIFE SAVER MINISTRIES INC 83 MIDDLESEX STREET N CHELMSFORD MA 01863 043103404 501(C)(3) 10000 TRANSITIONAL SUPPORT PROGRAM NEW ENGLAND FORESTRY FOUNDATION INC PO BOX 1346 LITTLETON MA 01460 042024022 501(C)(3) 7737 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) 11471 OPERATIONS LOWELL CATHOLIC HIGH SCHOOL 530 STEVENS STREET LOWELL MA 01851 042563657 501(C)(3) 22979 2010 DISTRIBUTION LOWELL FESTIVAL FOUNDATION PO BOX 217 LOWELL MA 01853 042578293 501(C)(3) 10000 BOARDING HOUSE PARK NEW ENGLAND QUILT MUSEUM 18 SHATTUCK STREET LOWELL MA 01852 042971424 501(C)(3) 20116 2009 DISTRIBUTION LOWELL HERITAGE PARTNERSHIP PO BOX 8744 LOWELL MA 01853 200317624 501(C)(3) 5454 THE DISCRETION OF THE BOARD OF LOWELL HERITAGE PARTNERSHIP LOWELL PARKS & CONSERVATION TRUST INC PO BOX 7162 LOWELL MA 01852 223070912 501(C)(3) 5300 GENERAL OPERATION RETARDED ADULT REHABILITATION ASSOCIATION INC OF GREATER LOWELL 295 HIGH STREET LOWELL MA 01852 237102772 501(C)(3) 8675 YOUTH AND FAMILY SERVICES MERRIMACK REPERTORY THEATER INC 132 WARREN STREET LOWELL MA 01852 042664784 501(C)(3) 38497 GENERAL OPERATION KHMER SPEAKING ADVOCATE MERRIMACK VALLEY HOUSING PARTNERSHIP INC PO BOX 1042 LOWELL MA 01853 042950316 501(C)(3) 9937 2010 DISTRIBUTION ENTERPRISE BANK 222 MERRIMACK STREET LOWELL MA 01852 17850 LAPTOPS FOR LOWELL PROJECT THOREAU FARM TRUST INC PO BOX 454 CONCORD MA 01742 043420325 501(C)(3) 6596 GENERAL OPERATING PAUL CENTER FOR LEARNING AND RECREATION INC 39 CONCORD RD CHELMSFORD MA 01824 042443266 501(C)(3) 10000 TRANSITION PROGRAM OBLATE MISSION GUILD 486 CHANDLER STREET TEWKSBURY MA 01876 5234 2010 DISTRIBUTION CULTURAL AFFAIRS & SPECIAL EVENTS CITY HALL LOWELL MA 01852 043579969 90083 DISCOVER LOWELL SERIES, MAKE A SPLASH PROGRAM, LOWELL INDEPENDENCE DAY CELEBRATION REVOLVING MUSEUM 122 WESTERN AVE LOWELL MA 01851 043233034 501(C)(3) 8675 GENERAL OPERATING LOAVES & FISHES FOOD PANTRY INC PO BOX 1 AYER MA 01432 010726924 501(C)(3) 11400 NUTRITIOUS FOOD PROGRAM MAYFIELD JUNIOR SCHOOL 405 S EUCLID AVENUE PASADENA CA 91101 7500 EDUCATION MERRIMACK RIVER VALLEY HOUSE 520 FLETCHER STREET LOWELL MA 01854 042104808 501(C)(3) 10000 GENERAL OPERATING COMMUNITY HEALTHLINK 72 JAQUES AVENUE WORCESTER MA 01610 042626179 501(C)(3) 11400 TOGETHER WITH KIDS PROGRAM DEANA'S FUND DBA DEANA'S EDUCATIONAL THEATRE 3 LINCOLN STREET WAKEFIELD MA 01880 043240550 501(C)(3) 10000 PLAY ADRESSING SEXTING, TEXTING, CYBER BULLYING AND INTERNET SAFETY AMERICAN RED CROSS OF CENTRAL MASSACHUSETTS 2000 CENTURY DRIVE WORCESTER MA 01606 530196605 501(C)(3) 5700 WORKFORCE DEVELOPMENT HEALTHCARE TRAINING AYER FIRE DEPT 1 W MAIN STREET AYER MA 01432 046001078 9639 TECHNOLOGY TO REPLACE CPR MANUAL ST VINCENT DE PAUL SOCIETY 18 CANTON STREET STOUGHTON MA 02072 042104826 501(C)(3) 6767 YOUTH AND FAMILY SERVICES U MASS LOWELL 600 SUFFOLK STREET LOWELL MA 01854 043167352 501(C)(3) 35000 STOKLOSA SCHOOL RAMP UP PROGRAM PAN MASS CHALLENGE 2010 GENERAL OPERATING NORTHEAST SIBLING SUNDAY PROGRAM NASHOBA ASSOCIATED BOARDS OF HEALTH TWO SHAKER ROAD SHIRLEY MA 01464 046003454 20693 COMMUNITY HEALTH INTERVENTION PROJECT 26 3 SCHOLARSHIPS FOR TUITION 117 185648 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. OTHER INFORMATION: PART IV: 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. THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES RECEIVING COMPENSATION. 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 1024, IS AVAILABLE BY REQUEST ONLY. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 884,389. CONTRIBUTIONS TO AGENCY ENDOWMENT FUNDS -112,311. TOTAL TO FORM 990, PART XI, LINE 5: 772,078.