GREATER LOWELL COMMUNITY FOUNDATION INC: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
GREATER LOWELL COMMUNITY FOUNDATION INC (EIN 04-3401997)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-08
IRS object ID
202601289349303650
Schema version
2025v4.1
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

FieldValueIRS element (for citing)
Return2026-05-08T15:11:50-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN921479802PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Grassi Advisory Group IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16 Omni Way Suite 201AddressLine1Txt
CityChelmsfordCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01824ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043401997EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Greater Lowell Community FoundationBusinessNameLine1Txt
Business Name Line2IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGREABusinessNameControlTxt
Phone9789701600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 Merrimack StreetAddressLine1Txt
CityLowellCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01852ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonChester SzablakPersonNm
Person TitleBoard ChairPersonTitleTxt
Phone9789701600PhoneNum
Signature2026-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJayne A AndrewsPreparerPersonNm
PTINP00514653PTIN
Phone9784522500PhoneNum
Preparation2026-05-07PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerChester SzablakPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 Merrimack StreetAddressLine1Txt
CityLowellCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01852ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$22,977,442GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.glcfoundation.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1997FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionThe 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, 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.ActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee10TotalEmployeeCnt
Total Volunteers112TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,656,283PYContributionsGrantsAmt
CY Contributions Grants$6,195,661CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,938,341PYInvestmentIncomeAmt
CY Investment Income$2,616,338CYInvestmentIncomeAmt
PY Other Revenue-$5,606PYOtherRevenueAmt
CY Other Revenue$2,270CYOtherRevenueAmt
PY Total Revenue$7,589,018PYTotalRevenueAmt
CY Total Revenue$8,814,269CYTotalRevenueAmt
PY Grants And Similar Paid$3,781,246PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,554,821CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,117,927PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,161,341CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$351,377CYTotalFundraisingExpenseAmt
PY Other Expenses$1,575,046PYOtherExpensesAmt
CY Other Expenses$1,637,912CYOtherExpensesAmt
PY Total Expenses$6,474,219PYTotalExpensesAmt
CY Total Expenses$7,354,074CYTotalExpensesAmt
PY Revenues Less Expenses$1,114,799PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,460,195CYRevenuesLessExpensesAmt
Total Assets BOY$69,957,157TotalAssetsBOYAmt
Total Assets EOY$75,199,784TotalAssetsEOYAmt
Total Liabilities BOY$12,305,792TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,368,511TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$57,651,365NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$61,831,273NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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, 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$6,652,758ExpenseAmt
Grant$4,554,821GrantAmt
DescDISTRIBUTING GRANTS TO LOCAL NON-PROFIT AGENCIES AND SCHOLARSHIPS TO AREA STUDENTS IN ACCORDANCE WITH OUR MISSION TO IMPROVE THE QUALITY OF LIFE IN THE GREATER LOWELL COMMUNITY.Desc
Total Program Service Expenses$6,652,758TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document49IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee10EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members25GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The OrganizationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9789701600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 Merrimack StreetAddressLine1Txt
CityLowellCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01852ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Chester Szablak
Board Chair5.00Yes (X)Yes (X)$0$0$0
Karen Frederick
Vice Chair5.00Yes (X)Yes (X)$0$0$0
Michael R King
Treasurer5.00Yes (X)Yes (X)$0$0$0
Charles H Comtois CPA
Assistant Treasurer5.00Yes (X)Yes (X)$0$0$0
Dorothy Chen-Courtin PhD
Clerk5.00Yes (X)Yes (X)$0$0$0
Atty Andrea S Batchelder
Director5.00Yes (X)$0$0$0
Susanne Beaton
Director5.00Yes (X)$0$0$0
Yun-Ju Choi
Director5.00Yes (X)$0$0$0
Stepanie Cronin
Director5.00Yes (X)$0$0$0
David Daley
Director5.00Yes (X)$0$0$0
Eric P Healy
Director5.00Yes (X)$0$0$0
Patti Mason
Director5.00Yes (X)$0$0$0
Glen Mello
Director5.00Yes (X)$0$0$0
Diana Nguyen
Director5.00Yes (X)$0$0$0
Shiela Och
Director5.00Yes (X)$0$0$0
JuanCarlos Rivera
Director5.00Yes (X)$0$0$0
Brian J Stafford
Director5.00Yes (X)$0$0$0
Jay Stephens
Director5.00Yes (X)$0$0$0
Cherrice Lattimore
Director5.00Yes (X)$0$0$0
Ben K James
Director5.00Yes (X)$0$0$0
Andrew Macey
Director5.00Yes (X)$0$0$0
James F Linnehan
President/CEO40.00Yes (X)$202,136$0$8,217
Howard Amidon
VP of Philanthropy40.00$129,181$0$34,489Yes (X)
Jennifer Aradhya
VP for Marketing40.00$149,081$0$6,597Yes (X)
Janinne Nocco
Controller40.00$120,770$0$7,088Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$601,168TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$56,391TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$686,964GovernmentGrantsAmt
All Other Contributions$5,508,697AllOtherContributionsAmt
Total Contributions$6,195,661TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,185,790TotalRevenueColumnAmt
Exclusion$1,185,790ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$15,576,291SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$14,145,743SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,430,548SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,430,548TotalRevenueColumnAmt
Exclusion$1,430,548ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$19,700FundraisingGrossIncomeAmt
Fundraising Direct Expenses$17,430FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,270TotalRevenueColumnAmt
Exclusion$2,270ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,814,269TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,618,608ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,087,925TotalAmt
Program Services$4,087,925ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$466,896TotalAmt
Program Services$466,896ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$210,353TotalAmt
Program Services$84,141ProgramServicesAmt
Management And General$21,035ManagementAndGeneralAmt
Fundraising$105,177FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$748,274TotalAmt
Program Services$451,071ProgramServicesAmt
Management And General$156,082ManagementAndGeneralAmt
Fundraising$141,121FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$17,032TotalAmt
Program Services$9,308ProgramServicesAmt
Management And General$3,291ManagementAndGeneralAmt
Fundraising$4,433FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$110,496TotalAmt
Program Services$56,635ProgramServicesAmt
Management And General$18,964ManagementAndGeneralAmt
Fundraising$34,897FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$75,186TotalAmt
Program Services$42,080ProgramServicesAmt
Management And General$13,947ManagementAndGeneralAmt
Fundraising$19,159FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$40,250TotalAmt
Management And General$40,250ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$106,675TotalAmt
Program Services$106,675ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$746,176TotalAmt
Program Services$704,143ProgramServicesAmt
Management And General$37,309ManagementAndGeneralAmt
Fundraising$4,724FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$16,847TotalAmt
Program Services$8,723ProgramServicesAmt
Management And General$8,124ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$218,857TotalAmt
Program Services$183,083ProgramServicesAmt
Management And General$20,877ManagementAndGeneralAmt
Fundraising$14,897FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,433TotalAmt
Program Services$4,469ProgramServicesAmt
Management And General$1,434ManagementAndGeneralAmt
Fundraising$2,530FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$62,756TotalAmt
Program Services$33,261ProgramServicesAmt
Management And General$10,668ManagementAndGeneralAmt
Fundraising$18,827FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$12,739TotalAmt
Program Services$9,720ProgramServicesAmt
Fundraising$3,019FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$162,708TotalAmt
Program Services$145,318ProgramServicesAmt
Management And General$17,390ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,720TotalAmt
Program Services$1,632ProgramServicesAmt
Management And General$272ManagementAndGeneralAmt
Fundraising$816FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,405TotalAmt
Program Services$3,514ProgramServicesAmt
Management And General$270ManagementAndGeneralAmt
Fundraising$1,621FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Fiscal Sponsorship Expe$189,432$189,432
Event Sponsorship Expen$64,395$64,395
Licneses and Permits$519$337$26$156

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,354,074TotalAmt
Program Services$6,652,758ProgramServicesAmt
Management And General$349,939ManagementAndGeneralAmt
Fundraising$351,377FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$58,843BOYAmt
EOY$105,728EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,933,419BOYAmt
EOY$3,654,673EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$214,833BOYAmt
EOY$492,857EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$197,276BOYAmt
EOY$223,048EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$15,297BOYAmt
EOY$33,991EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$68,933LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$61,854LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,603BOYAmt
EOY$7,079EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$67,437,772BOYAmt
EOY$70,520,699EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$95,114BOYAmt
EOY$161,709EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$69,957,157BOYAmt
EOY$75,199,784EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$179,951BOYAmt
EOY$170,933EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$8,000BOYAmt
EOY$3,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,117,841BOYAmt
EOY$13,194,578EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,305,792BOYAmt
EOY$13,368,511EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$50,295,964BOYAmt
EOY$53,405,846EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,355,401BOYAmt
EOY$8,425,427EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$57,651,365BOYAmt
EOY$61,831,273EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$69,957,157BOYAmt
EOY$75,199,784EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,460,195ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,669,724NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$49,989OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,565,166CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,592,799CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,542,371CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,656,283CurrentTaxYearMinus1YearAmt
Current Tax Year$6,195,661CurrentTaxYearAmt
Total$26,552,280TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,565,166CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,592,799CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,542,371CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,656,283CurrentTaxYearMinus1YearAmt
Current Tax Year$6,195,661CurrentTaxYearAmt
Total$26,552,280TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$26,552,280PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$750,255CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$787,127CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,003,986CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,181,072CurrentTaxYearMinus1YearAmt
Current Tax Year$1,185,790CurrentTaxYearAmt
Total$4,908,230TotalAmt
FieldValueIRS element (for citing)
Total Support$31,460,510TotalSupportAmt
Public Support CY1700.84400PublicSupportCY170Pct
Public Support PY1700.76450PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held67DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$471,979DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$929,722DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$14,512,940DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$50,043,993BeginningYearBalanceAmt
Contributions$1,533,944ContributionsAmt
Investment Earnings Or Losses$4,810,708InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,180,383GrantsOrScholarshipsAmt
Other Expenditures$91,520OtherExpendituresAmt
End Year Balance$53,299,782EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$43,853,359BeginningYearBalanceAmt
Contributions$1,607,970ContributionsAmt
Investment Earnings Or Losses$7,462,872InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,033,028GrantsOrScholarshipsAmt
Other Expenditures-$152,820OtherExpendituresAmt
End Year Balance$50,043,993EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$37,658,984BeginningYearBalanceAmt
Contributions$2,320,420ContributionsAmt
Investment Earnings Or Losses$6,634,121InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,734,522GrantsOrScholarshipsAmt
Other Expenditures$25,644OtherExpendituresAmt
End Year Balance$43,853,359EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$45,255,200BeginningYearBalanceAmt
Contributions$1,560,830ContributionsAmt
Investment Earnings Or Losses-$6,427,891InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,971,449GrantsOrScholarshipsAmt
Other Expenditures$757,706OtherExpendituresAmt
End Year Balance$37,658,984EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$39,681,119BeginningYearBalanceAmt
Contributions$983,107ContributionsAmt
Investment Earnings Or Losses$6,635,661InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,698,218GrantsOrScholarshipsAmt
Other Expenditures$346,469OtherExpendituresAmt
End Year Balance$42,255,200EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.86340BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.03460PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.10200TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$68,933OtherCostOrOtherBasisAmt
Depreciation$61,854DepreciationAmt
Book Value$7,079BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,079TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
AGENCY ENDOWMENT$11,947,437
FISCAL AGENCY FUNDS$390,251
LIABILITIES UNDER OPERATING LEASE$168,312
REFUNDABLE ADVANCE$678,128
Unapplied Payments$10,450
FieldValueIRS element (for citing)
Total Liability$13,194,578TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$10,812,696TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,669,724NetUnrealizedGainsInvstAmt
Other Revenue$17,430OtherRevenueAmt
Revenue Not Reported$2,687,154RevenueNotReportedAmt
Revenue Subtotal$8,125,542RevenueSubtotalAmt
Investment Expenses Not Incld$106,675InvestmentExpensesNotIncldAmt
Other Revenues Not Included$582,052OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$688,727RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,814,269TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,632,788TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$17,430OtherExpensesIncludedAmt
Expenses Not Reported$17,430ExpensesNotReportedAmt
Expenses Subtotal$6,615,358ExpensesSubtotalAmt
Investment Expenses Not Incld2$106,675InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$632,041OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$738,716ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$7,354,074TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part X, Line 2:The Foundation 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. ASC 740-10, "Accounting for Uncertainty in Income Taxes," requires the Foundation to evaluate and disclose tax positions that could have an effect on the Foundation's financial statements. The Foundation 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. Management believes it is no longer subject to review by taxing authorities for periods prior to 2022. Substantially all of the Foundation's income, expenditures, and activities relate to its exempt purpose, therefore, management has determined that the Foundation is not subject to unrelated business income taxes and will continue to qualify as a tax-exempt not-for-profit entity.
Part XI, Line 2d - Other Adjustments:Fundraising Expenses 17,430.
Part XI, Line 4b - Other Adjustments:Contributions to Agency Endowment Funds 582,052.
Part XII, Line 2d - Other Adjustments:Fundraising expenses 17,430.
Part XII, Line 4b - Other Adjustments:Grants from Agency Endowment Funds 632,041.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Celebrate GivingEvent1Nm
Gross Receipts Event1$19,700GrossReceiptsEvent1Amt
Gross Revenue Event1$19,700GrossRevenueEvent1Amt
Other Direct Expenses Event1$17,430OtherDirectExpensesEvent1Amt
Gross Receipts Total$19,700GrossReceiptsTotalAmt
Gross Revenue Total Events$19,700GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$17,430OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$17,430DirectExpenseSummaryEventsAmt
Net Income Summary$2,270NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (110 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
Merrimack Valley Food Bank Inc
1703 Middlesex StLowellMA01851223241609501(c)(3)$277,348$0Agriculture, Fishing, & Forestry - K31 Food Banks, Pantries
Merrimack Valley Housing Partnership
PO Box 1042LowellMA018531042042950316501(c)(3)$275,086$0HUMAN SERVICES - L00 Housing General
UMass Lowell
One Perkins StLowellMA01854043167352501(c)(3)$212,900$0EDUCATION - B00 General
Girls Incorporated of Greater Lowell Inc
220 Worthen StLowellMA018521823042104401501(c)(3)$188,749$0Human Services - O20 Youth Centers and Clubs
New England Quilt Museum
18 Shattuck StLowellMA018521820042971424501(c)(3)$182,116$0ARTS & CULTURE - A00 General
Merrimack Repertory Theatre Inc (MRT)
132 Warren StLowellMA018522208042664784501(c)(3)$171,940$0ARTS & CULTURE - A00 General
Hidden Battles Foundation
76 Pleasant StDracutMA01826043401997501(c)(3)$146,214$0Public Affairs - W30 Veteran's Affairs
Lowell Cemetery
77 Knapp AveLowellMA01852041557870501(c)(3)$100,000$0ENVIRONMENT - C00 General
Boys & Girls Club of Greater Lowell Inc
657 Middlesex StLowellMA018511410042104396501(c)(3)$92,341$0Human Services - O20 Youth Centers and Clubs
Coalition for a Better Acre Inc
517 Moody St Fl 3LowellMA01854042760272501(c)(3)$91,679$0Human Services - P85 Homeless Services
Dwelling House of Hope
125 Mount Hope StLowellMA01854352374752501(c)(3)$83,500$0Agriculture, Fishing, & Forestry - K10 Food Security
Lowell Art Association Inc dba Whistler House Museum of Art
243 Worthen StLowellMA018521874042428837501(c)(3)$81,785$0ARTS & CULTURE - A00 General
Lowell Catholic High School
530 Stevens StLowellMA018514029042563657501(c)(3)$78,282$0EDUCATION - B00 General
Town of Dracut
62 Arlington StDracutMA01826Gov$75,000$0ARTS & CULTURE - A00 General
University of Massachusetts Lowell
1 Perkins StLowellMA01854043167352501(c)(3)$64,878$0EDUCATION - B00 General
Cambodian Mutual Assistance Association of Greater Lowell Inc
465 School StLowellMA01851222553560501(c)(3)$57,453$0Human Services - P84 Immigrant Services
Community Teamwork Inc (CTI)
155 Merrimack St 2nd FlLowellMA018521803042382027501(c)(3)$56,400$0Human Services - P85 Homeless Services
Lowell Festival Foundation
PO Box 217LowellMA018530217042578293501(c)(3)$53,300$0ARTS & CULTURE - A00 General
UTEC Inc
PO Box 7066LowellMA018522207383669532501(c)(3)$53,230$0Human Services - O23 Youth Services
D'Youville Life & Wellness Community Foundation Inc
981 Varnum AveLowellMA01854912055004501(c)(3)$51,142$0Human Services - P81 Elderly Services
Catie's Closet Inc
28 Loon Hill RoadDracutMA01826272531953501(c)(3)$50,500$0HUMAN SERVICES - P00 General
Open Table Inc
PO Box 42ConcordMA01742043048933501(c)(3)$49,130$0Agriculture, Fishing, & Forestry - K31 Food Banks, Pantries
Mill City Grows
650 Suffolk St Ste G10LowellMA01854472096070501(c)(3)$43,038$0AGRICULTURE, FISHING, & FORESTRY - K00 General
Gaining Ground Inc
PO Box 374ConcordMA01742043083976501(c)(3)$39,000$0AGRICULTURE, FISHING, & FORESTRY - K00 General
Open Pantry of Greater Lowell
13 Hurd StLowellMA018522201222474729501(c)(3)$37,000$0Agriculture, Fishing, & Forestry - K31 Food Banks, Pantries
Danny's Place Youth Services
525 Massachusetts Ave Ste AActonMA01720770600310501(c)(3)$32,500$0ARTS & CULTURE - A00 General
Lowell Parks & Conservation Trust
PO Box 7162LowellMA01852223070912501(c)(3)$30,799$0Environment - C60 Environmental Education
Boston Portuguese Festival Inc
493 Somerville AveSomervilleMA02143352655523501(c)(3)$30,000$0Arts & Culture - A23 Cultural Awareness
North Star Family Services Inc
758 Main StLeominsterMA01453030387748501(c)(3)$30,000$0Human Services - L41 Homeless Shelters
Middlesex Community College Foundation
33 Kearney SqLowellMA018521901042973384501(c)(3)$27,500$0EDUCATION - B00 General
Project Kompass Inc
83 Middlesex StNorth ChelmsfordMA01863844402345501(c)(3)$27,000$0Community & Neighborhood Dvlpmnt - L20 Housing Development
Project LEARN Inc
58 Prescott St Ste C1LowellMA01852464885366501(c)(3)$27,000$0EDUCATION - B00 General
Loaves & Fishes Food Pantry Inc
PO Box 1AyerMA01432010726924501(c)(3)$26,000$0Agriculture, Fishing, & Forestry - K31 Food Banks, Pantries
Catholic Schools Foundation Inc
Inner-City Scholarship FundBostonMA02110222485502501(c)(3)$25,000$0EDUCATION - B00 General
Greater Lowell Chamber of Commerce Inc
100 Merrimack St Ste 410LowellMA018521723043258590501(c)(3)$25,000$0Human Services - P85 Homeless Services
YWCA of Lowell
97 Central St Ste 302LowellMA018521931042105876501(c)(3)$23,000$0HUMAN SERVICES - P00 General
Friends of Prescott Inc
145 Main StGrotonMA01450474742091501(c)(3)$22,500$0ARTS & CULTURE - A00 General
The Umbrella Arts Center
40 Stow StConcordMA01742042761964501(c)(3)$22,500$0ARTS & CULTURE - A00 General
Angkor Dance Troupe
40 French StLowellMA01852223066416501(c)(3)$22,000$0ARTS & CULTURE - A00 General
International Institute of New England
2 Boylston St Fl 3BostonMA02116042104325501(c)(3)$22,000$0HUMAN SERVICES - P00 General
On the Move
3 McAllister WayMethuenMA01844371782977501(c)(3)$21,500$0EDUCATION - B00 General
Lowell Transitional Living Center Inc
205-209 Middlesex StLowellMA018522112042933012501(c)(3)$21,000$0Human Services - P45 Housing for the Homeless
Acton Food Pantry
235 Summer Rd Bldg 1BoxboroughMA01719222569027501(c)(3)$20,000$0AGRICULTURE, FISHING, & FORESTRY - K00 General
Center for Hope and Healing Inc
15 Hurd StLowellMA01852042732721501(c)(3)$20,000$0Mental Health - F60 - Counseling/Crisis
City of Lowell Recreation Office
107 Merrimack St 4th FloorLowellMA01852046001396501(c)(3)$20,000$0HUMAN SERVICES - O00 Youth General
Clear Path for Veterans New England
27 Jackson Rd Ste 200DevensMA01434820681735501(c)(3)$20,000$0HEALTH - E00 General
Corporation for the Celebration of Jack Kerouac in Lowell
9 Vespa LnNashuaNH03064222700024501(c)(3)$20,000$0ARTS & CULTURE - A00 General
Dana-Farber Cancer Institute
10 Brookline Pl W 5th FlBrooklineMA02445042263040501(c)(3)$20,000$0HEALTH - E00 General
Ellie Fund
200 Reservoir St Ste 300NeedhamMA02494043280390501(c)(3)$20,000$0HEALTH - E00 General
Habitat for Humanity North Central Massachusetts Inc
416 Great RoadActonMA017205700042999854501(c)(3)$20,000$0HUMAN SERVICES - P00 General
Town of Pepperell
1 Main StPepperellMA014631647046001265Gov$20,000$0COMMUNITY & NEIGHBORHOOD DEVELOPMENT- S00 General
Virginia Thurston Healing Garden Inc
145 Bolton RoadHarvardMA01451043522717501(c)(3)$20,000$0HEALTH - E00 General
Alternative House Inc
PO Box 2100LowellMA01851042661054501(c)(3)$19,000$0Human Services - P45 Housing for the Homeless
Lowell Plan Inc
Wannalancit MillsLowellMA018543636042693109501(c)(3)$18,510$0HUMAN SERVICES - P00 General
Recreational Adult Resource Association of Greater Lowell Inc
295 High StLowellMA018522352237102772501(c)(3)$18,047$0HUMAN SERVICES - P00 General
Immaculate Conception Church
144 E Merrimack StLowellMA018521207501(c)(3)$17,544$0Religion - X90 Interfaith Alliance
Aaron's Presents
180 Main StAndoverMA01810464010444501(c)(3)$17,500$0Human Services - O50 Youth Development
Lowell Community Health Center (LCHC)
161 Jackson StLowellMA01852042881348501(c)(3)$17,177$0HEALTH - E00 General
Lowell High School
50 Fr Morissette BlvdLowellMA018521037046001396501(c)(3)$16,496$0EDUCATION - B00 General
African Cultural Association Inc
PO Box 264LowellMA01852472360996501(c)(3)$16,000$0Arts & Culture - A23 Cultural Awareness
Porter Productions LLC
330 W Olympic Pl Ste 206SeattleMA98119823949653501(c)(3)$15,000$0ARTS & CULTURE - A00 General
Refuge Art School Inc
122 Western Ave Studio 201LowellMA01851990478871501(c)(3)$15,000$0ARTS & CULTURE - A00 General
Special Olympics Vermont
16 Gregory Dr Ste 2South BurlingtonVT05403520889518501(c)(3)$15,000$0Human Services - P82 Developmental Disabilities Services
Lowell Youth Leadership Program Inc
2 Belmont StLowellMA01851873289772501(c)(3)$12,500$0HUMAN SERVICES - O00 Youth General
Society of St Vincent De Paul Society
18 Canton StStoughtonMA02072135562362501(c)(3)$12,428$0Human Services - P20 Human Services Organizations
New England Forestry Foundation Inc
PO Box 1346LittletonMA014604346042024022501(c)(3)$12,249$0ENVIRONMENT - C00 General
BAGLY Inc dba Massachusetts Transgender Political Coalition
PO Box 300124BostonMA02130042785336501(c)(3)$10,000$0Human Services - O50 Youth Development
Boys & Girls Club of Greater Billerica Inc
19 Campbell RoadBillericaMA01821237106468501(c)(3)$10,000$0Human Services - O20 Youth Centers and Clubs
Carlisle Council on Aging
66 Westford StCarlisleMA01741046001106501(c)(3)$10,000$0Agriculture, Fishing, & Forestry - K10 Food Security
Cocotree Kids
35 Pheasant Hollow RdNatickMA01760863457562501(c)(3)$10,000$0Human Services - O23 Youth Services
Dignity Matters Inc
PO Box 1262WestboroughMA01581814572839501(c)(3)$10,000$0Human Services - P20 Human Services Organizations
Greater Boston PFLAG
85 River StreetWalthamMA02453043272394501(c)(3)$10,000$0HUMAN RIGHTS - R00 General
Greater Lowell Health Alliance (GLHA)
55 Technology DrLowellMA01851270408037501(c)(3)$10,000$0Health - E70 Public Health
History UnErased Inc
175 Cabot St Ste 100LowellMA01854472852025501(c)(3)$10,000$0HUMAN RIGHTS - R00 General
Latinx Community Center for Empowerment - LCCE
9 Central St Ste 201LowellMA01852844196744501(c)(3)$10,000$0COMMUNITY & NEIGHBORHOOD DEVELOPMENT- S00 General
Lowell Association for the Blind
169 Merrimack St 2nd FlLowellMA018521702042199874501(c)(3)$10,000$0HUMAN SERVICES - P00 General
Lowell Community Health Center
161 Jackson StLowellMA01852042881348501(c)(3)$10,000$0HEALTH - E00 General
MA LGBT Business Network
50 Milk StBostonMA02108850612647501(c)(3)$10,000$0Philanthropy, Voluntarism, & Grantmaking - T30 Public Funds
Merrimack River Watershed Council Inc
60 Island St Ste 246LawrenceMA018401835042633281501(c)(3)$10,000$0ENVIRONMENT - C00 General
Nashua River Watershed Association Inc
592 Main StGrotonMA01450237055674501(c)(3)$10,000$0ENVIRONMENT - C00 General
New England Patriots Charitable Foundation
One Patriot PlFoxboroMA02035043244069501(c)(3)$10,000$0Philanthropy, Voluntarism, & Grantmaking - T21 Corporate Foundations
OARS Inc
23 Bradford St Ste 6ConcordMA017422971042963426501(c)(3)$10,000$0ENVIRONMENT - C00 General
PAL of Massachusetts
399 Boylston StreetBostonMA02116222672818501(c)(3)$10,000$0Human Services - O50 Youth Development
People Helping People Inc
21 Murray AveBurlingtonMA01803043014567501(c)(3)$10,000$0Agriculture, Fishing, & Forestry - K10 Food Security
Pepperell Aid from Community to Home (PACH Outreach)
66 Hollis StreetPepperellMA01463371560964501(c)(3)$10,000$0Human Services - P60 Emergency Assistance
Project Citizenship
11 Beacon StreetBostonMA02108371769643501(c)(3)$10,000$0Human Rights - R20 Anti-Discrimination
Project Home Again
PO Box 1236AndoverMA01810472261131501(c)(3)$10,000$0PUBLIC AFFAIRS & BENEFIT- W00 General
Ramps for Neighbors a program of the Parish of All Saints dba as All Sain
10 Billerica RoadChelmsfordMA01824042427489501(c)(3)$10,000$0RELIGION - X00 General
Sibling Connections Inc dba Camp to Belong - MA
89 South Street Ste 203BostonMA02111261519159501(c)(3)$10,000$0Human Services - O50 Youth Development
St Paul's Soup Kitchen Inc
PO Box 2257LowellMA01851203567246501(c)(3)$10,000$0Agriculture, Fishing, & Forestry - K31 Food Banks, Pantries
The Nature Connection Inc
PO Box 155ConcordMA01742042652021501(c)(3)$10,000$0ARTS & CULTURE - A00 General
Town of Bedford Bedford Food Bank
12 Mudge WayBedfordMA017302193Gov$10,000$0Agriculture, Fishing, & Forestry - K10 Food Security
Townsend Ecumenical Outreach Inc
82 Bayberry Hill RdWest TownsendMA01474043270010501(c)(3)$10,000$0Human Services - P20 Human Services Organizations
US Capitol Historical Society
200 Maryland Ave NE Ste 400WashingtonDC20002520796820501(c)(3)$10,000$0EDUCATION - B00 General
Women's Money Matters
6 Liberty Sq Ste 2697BostonMA02109900688545501(c)(3)$10,000$0EDUCATION - B00 General
Massachusetts Down Syndrome Congress (MDSC)
20 Burlington Mall Rd Ste 261BurlingtonMA01803222596246501(c)(3)$9,646$0HEALTH - E00 General
Trout Unlimited
1777 North Kent St ste 100ArlingtonVA22209381612715501(c)(3)$9,422$0ENVIRONMENT - C00 General
The Megan House Foundation
2100 Lakeview Ave Ste 9DracutMA01826473503719501(c)(3)$9,000$0Mental Health - F20 Addiction Services
Sudbury Valley Trustees
18 Wolbach RdSudburyMA017762429046049963501(c)(3)$8,022$0ENVIRONMENT - C00 General
Lowell Historical Society
PO Box 1826LowellMA018531826046069161501(c)(3)$8,000$0ARTS & CULTURE - A00 General
Lowell Sun Charities Inc
PO Box 2439LowellMA01851046004936501(c)(3)$7,800$0Philanthropy, Volunteerism, & Grantmaking - T70 Cross Category Fundraising Organizations
Salvation Army - Lowell
150 Appleton StLowellMA018522507135562351501(c)(3)$7,500$0HUMAN SERVICES - P00 General
Friends of Lowell High School Inc
PO Box 1264LowellMA01853042670250501(c)(3)$7,186$0EDUCATION - B00 General
Acre Family Child Care
327 Gorham StLowellMA01852043036200501(c)(3)$6,997$0HUMAN SERVICES - P00 General
Oblate Mission Guild
391 Michigan Ave NEWashingtonDC20017046050095501(c)(3)$6,219$0RELIGION - X00 General
Academy of Notre Dame
180 Middlesex RdTyngsboroMA018791512042103721501(c)(3)$6,000$0EDUCATION - B00 General
Second Step Inc
PO Box 600213NewtonvilleMA024600002222868513501(c)(3)$5,900$0HUMAN SERVICES - P00 General
Greater Lowell Technical High School
250 Pawtucket BlvdTyngsboroMA018792214202144356501(c)(3)$5,367$0EDUCATION - B00 General
Habitat for Humanity of Greater Lowell
68 Tadmuck Rd Ste 1WestfordMA018863136043123186501(c)(3)$5,250$0HUMAN SERVICES - L00 Housing General
Refugee and Immigrant Assistance Center Inc
253 Roxbury StBostonMA02119043430294501(c)(3)$5,200$0HUMAN SERVICES - P00 General
FieldValueIRS element (for citing)
Total501c3 Org110Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeScholarships for TuitionGrantTypeTxt
Recipient168RecipientCnt
Cash Grant$466,896CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationCapacity Grants, water resources grants and elderly grants all have a final report that is due the following year. State grants require additional reporting. All other grants we do not have a specific final report due.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Substantiation RequiredYes (1)SubstantiationRequiredInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
James F Linnehan
President/CEO$202,136$0$0$0$0$0$0$0$8,217$1,114$210,353$1,114$0$0
Howard Amidon
VP of Philanthropy$129,181$0$0$0$0$0$0$0$34,489$0$163,670$0$0$0
Jennifer Aradhya
VP for Marketing$149,081$0$0$0$0$0$0$0$6,597$0$155,678$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bThe 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 12cANNUALLY THE POLICY IS REVIEWED AND ACKNOWLEDGED BY APPLICABLE PARTIES.
Form 990, Part VI, Section B, line 15aTHE BOARD SETS THE COMPENSATION RANGE FOR THE PRESIDENT AND CEO.
Form 990, Part VI, Section C, line 19THE 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 IX, line 11gConsulting Fees: Program service expenses 704,143. Management and general expenses 37,309. Fundraising expenses 4,724. Total expenses 746,176.
Form 990, Part XI, line 9:Grants from Agency Endowment 632,041. Gifts to Agency Endowment -582,052.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.