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Nonprofiteer
← GREATER LOWELL COMMUNITY FOUNDATION INC

Form 990 for tax year 2025

Filed by GREATER LOWELL COMMUNITY FOUNDATION INC.

Totals

Total revenue
$8,814,269
Total expenses
$7,354,074
Contributions and grants received
$6,195,661
Grants paid
$4,554,821
Program service revenue
$0
Investment income
$2,616,338
Other revenue
$2,270
Total assets, end of year
$75,199,784
Total liabilities, end of year
$13,368,511
Net assets or fund balances, end of year
$61,831,273
Program services expenses (Part IX)
$6,652,758
Management and general expenses
$349,939
Fundraising expenses
$351,377
Program service expenses (Part III)
$6,652,758

Program services were 90.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $686,964

  • 1f · All other contributions, gifts and grants

    $5,508,697

  • 3 · Investment income

    total $1,185,790 · excluded $1,185,790

  • 7a · Gross sales of assets other than inventory

    securities $15,576,291

  • 7b · Less cost or other basis and sales expenses

    securities $14,145,743

  • 7c · Gain or loss

    securities $1,430,548

  • 7d · Net gain or loss

    total $1,430,548 · excluded $1,430,548

  • 8a · Fundraising events: gross income

    $19,700

  • 8b · Fundraising events: direct expenses

    $17,430

  • 8c · Net income from fundraising events

    total $2,270 · excluded $2,270

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,087,925 · program services $4,087,925

  • 2 · Grants to domestic individuals

    total $466,896 · program services $466,896

  • 5 · Compensation of officers, directors and key employees

    total $210,353 · program services $84,141 · management and general $21,035 · fundraising $105,177

  • 7 · Other salaries and wages

    total $748,274 · program services $451,071 · management and general $156,082 · fundraising $141,121

  • 8 · Pension plan contributions

    total $17,032 · program services $9,308 · management and general $3,291 · fundraising $4,433

  • 9 · Other employee benefits

    total $110,496 · program services $56,635 · management and general $18,964 · fundraising $34,897

  • 10 · Payroll taxes

    total $75,186 · program services $42,080 · management and general $13,947 · fundraising $19,159

  • 11c · Fees: accounting

    total $40,250 · management and general $40,250

  • 11f · Fees: investment management

    total $106,675 · program services $106,675

  • 11g · Fees: other

    total $746,176 · program services $704,143 · management and general $37,309 · fundraising $4,724

  • 12 · Advertising and promotion

    total $16,847 · program services $8,723 · management and general $8,124

  • 13 · Office expenses

    total $218,857 · program services $183,083 · management and general $20,877 · fundraising $14,897

  • 14 · Information technology

    total $8,433 · program services $4,469 · management and general $1,434 · fundraising $2,530

  • 16 · Occupancy

    total $62,756 · program services $33,261 · management and general $10,668 · fundraising $18,827

  • 17 · Travel

    total $12,739 · program services $9,720 · fundraising $3,019

  • 19 · Conferences, conventions and meetings

    total $162,708 · program services $145,318 · management and general $17,390

  • 22 · Depreciation, depletion and amortization

    total $2,720 · program services $1,632 · management and general $272 · fundraising $816

  • 23 · Insurance

    total $5,405 · program services $3,514 · management and general $270 · fundraising $1,621

  • 24a · Other expenses: Fiscal Sponsorship Expe

    total $189,432 · program services $189,432

  • 24b · Other expenses: Event Sponsorship Expen

    total $64,395 · program services $64,395

  • 24c · Other expenses: Licneses and Permits

    total $519 · program services $337 · management and general $26 · fundraising $156

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $58,843 · end of year $105,728

  • 2 · Savings and temporary cash investments

    beginning of year $1,933,419 · end of year $3,654,673

  • 3 · Pledges and grants receivable

    beginning of year $214,833 · end of year $492,857

  • 4 · Accounts receivable

    beginning of year $197,276 · end of year $223,048

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,297 · end of year $33,991

  • 10a · Land, buildings and equipment: cost or other basis

    $68,933

  • 10b · Land, buildings and equipment: accumulated depreciation

    $61,854

  • 10c · Land, buildings and equipment, net

    beginning of year $4,603 · end of year $7,079

  • 11 · Investments: publicly traded securities

    beginning of year $67,437,772 · end of year $70,520,699

  • 15 · Other assets

    beginning of year $95,114 · end of year $161,709

  • 17 · Accounts payable and accrued expenses

    beginning of year $179,951 · end of year $170,933

  • 18 · Grants payable

    beginning of year $8,000 · end of year $3,000

  • 25 · Other liabilities

    beginning of year $12,117,841 · end of year $13,194,578

  • 27 · Net assets without donor restrictions

    beginning of year $50,295,964 · end of year $53,405,846

  • 28 · Net assets with donor restrictions

    beginning of year $7,355,401 · end of year $8,425,427

Mission and programs · 2025

Mission

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, 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.

Activities or mission (Part I)

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, 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.

  • DISTRIBUTING 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.

    Expenses $6,652,758 · Grants $4,554,821

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Chester Szablak

    Board Chair

    Total calculated
    $0
    Hours/week
    5

  • Karen Frederick

    Vice Chair

    Total calculated
    $0
    Hours/week
    5

  • Michael R King

    Treasurer

    Total calculated
    $0
    Hours/week
    5

  • Charles H Comtois CPA

    Assistant Treasurer

    Total calculated
    $0
    Hours/week
    5

  • Dorothy Chen-Courtin PhD

    Clerk

    Total calculated
    $0
    Hours/week
    5

  • Atty Andrea S Batchelder

    Director

    Total calculated
    $0
    Hours/week
    5

  • Susanne Beaton

    Director

    Total calculated
    $0
    Hours/week
    5

  • Yun-Ju Choi

    Director

    Total calculated
    $0
    Hours/week
    5

  • Stepanie Cronin

    Director

    Total calculated
    $0
    Hours/week
    5

  • David Daley

    Director

    Total calculated
    $0
    Hours/week
    5

  • Eric P Healy

    Director

    Total calculated
    $0
    Hours/week
    5

  • Patti Mason

    Director

    Total calculated
    $0
    Hours/week
    5

  • Glen Mello

    Director

    Total calculated
    $0
    Hours/week
    5

  • Diana Nguyen

    Director

    Total calculated
    $0
    Hours/week
    5

  • Shiela Och

    Director

    Total calculated
    $0
    Hours/week
    5

  • JuanCarlos Rivera

    Director

    Total calculated
    $0
    Hours/week
    5

  • Brian J Stafford

    Director

    Total calculated
    $0
    Hours/week
    5

  • Jay Stephens

    Director

    Total calculated
    $0
    Hours/week
    5

  • Cherrice Lattimore

    Director

    Total calculated
    $0
    Hours/week
    5

  • Ben K James

    Director

    Total calculated
    $0
    Hours/week
    5

  • Andrew Macey

    Director

    Total calculated
    $0
    Hours/week
    5

  • James F Linnehan

    President/CEO

    Total calculated
    $210,353
    From this org
    $202,136
    From related orgs
    $0
    Other
    $8,217
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,136
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,217 + $1,114 related
    Filer's total
    $210,353 + $1,114 related

  • Howard Amidon

    VP of Philanthropy

    Total calculated
    $163,670
    From this org
    $129,181
    From related orgs
    $0
    Other
    $34,489
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,181
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $34,489
    Filer's total
    $163,670

  • Jennifer Aradhya

    VP for Marketing

    Total calculated
    $155,678
    From this org
    $149,081
    From related orgs
    $0
    Other
    $6,597
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,081
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $6,597
    Filer's total
    $155,678

  • Janinne Nocco

    Controller

    Total calculated
    $127,858
    From this org
    $120,770
    From related orgs
    $0
    Other
    $7,088
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2025
Filed
7 May 2026
IRS schema version
2025v4.1
Source object
202601289349303650

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.