LOWELL HERITAGE PARTNERSHIP INC: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LOWELL HERITAGE PARTNERSHIP INC (EIN 20-0317624)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-13
- IRS object ID
- 202111339349201901
- Schema version
- 2019v5.0
- 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) |
|---|---|---|
| Return | 2021-05-13T12:18:25-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042917204 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSTISS & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 WESTFORD STREET 3RD FLOOR | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018512701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200317624 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOWELL HERITAGE PARTNERSHIP INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOWE | BusinessNameControlTxt |
| Phone | 9789343107 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 SUFFOLK STREET SUITE 335 | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01854 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE CALVIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9789343107 | PhoneNum |
| Signature | 2021-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDAN E TOOLIN | PreparerPersonNm |
| PTIN | P01323447 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2021-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $5,998 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $5,998 | ContributionsGiftsGrantsEtcAmt |
| Total Revenue | $5,998 | TotalRevenueAmt |
| Printing Publications Postage | $168 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $4,701 | OtherExpensesTotalAmt |
| Total Expenses | $4,869 | TotalExpensesAmt |
| Excess Or Deficit For Year | $1,129 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $38,400 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $1,015 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $40,544 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,626 | BOYAmt |
| EOY | $22,755 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,774 | BOYAmt |
| EOY | $17,789 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,400 | BOYAmt |
| EOY | $40,544 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,400 | BOYAmt |
| EOY | $40,544 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROTECT, PRESERVE AND ENHANCE THE HISTORIC, NATURAL AND CULTURAL RESOURCES OF THE CITY OF LOWELL THROUGH COMMUNITY PARTNERSHIP | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | PROTECT, PRESERVE AND ENHANCE THE HISTORIC, NATURAL AND CULTURAL RESOURCES OF THE CITY OF LOWELL THROUGH COMMUNITY PARTNERSHIP | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $3,319 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,319 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (18 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| JAMES OSTIS | ||
| PRESIDENT | 4.00 | $0 |
| FRED FAUST | ||
| VICE PRESIDE | 1.00 | $0 |
| JANE CALVIN | ||
| TREASURER | 1.00 | $0 |
| SOVANNA POUV | ||
| CLERK | 1.00 | $0 |
| PHALA CHEA | ||
| DIRECTOR | 1.00 | $0 |
| YUN-JU CHOI | ||
| DIRECTOR | 1.00 | $0 |
| VERONICA DEMERS | ||
| DIRECTOR | 1.00 | $0 |
| GRAY FITZSIMONS | ||
| DIRECTOR | 1.00 | $0 |
| JAMES GAFFNEY | ||
| DIRECTOR | 1.00 | $0 |
| BARBARA GILBERT | ||
| DIRECTOR | 1.00 | $0 |
| PAULINE GOLEC | ||
| DIRECTOR | 1.00 | $0 |
| GORDON HALM | ||
| DIRECTOR | 1.00 | $0 |
| JANET LEGGAT | ||
| DIRECTOR | 1.00 | $0 |
| WILLIAM LIPCHITZ | ||
| DIRECTOR | 1.00 | $0 |
| RICHARD LOCKHART | ||
| DIRECTOR | 1.00 | $0 |
| MARTHA MAYO | ||
| DIRECTOR | 1.00 | $0 |
| STEPHEN STOWELL | ||
| DIRECTOR | 1.00 | $0 |
| SEAN THIBODEAU | ||
| DIRECTOR | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE CALVIN TREASURER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 SUFFOLK STREET SUITE 335 | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01854 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9789340030 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,459 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,257 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,998 | CurrentTaxYearAmt |
| Total | $127,014 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,459 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,257 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,998 | CurrentTaxYearAmt |
| Total | $127,014 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $52,460 | SubstantialContributorsTotAmt |
| Public Support Total170 | $74,554 | PublicSupportTotal170Amt |
| Total Support | $127,014 | TotalSupportAmt |
| Public Support CY170 | 0.58700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59270 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES DUES 125 INSURANCE- BELL PROJECT 1,329 WEBSITE 206 DOORS OPEN LOWELL 2,801 HOSPITALITY 240 TOTAL 4,701 |
| FORM 990-EZ, PART I, LINE 20 | UNREALIZED GAIN ON ENDOWNMENT FUND 1,015 |
| FORM 990-EZ, PART II, LINE 24 | GLCF ENDOWMENT FUND- CALNALWAYS 16,774 17,789 TOTAL 16,774 17,789 |
| FORM 990-EZ, PART III | TO PROTECT, PRESERVE AND ENHANCE THE HISTORIC, NATURAL AND CULTURAL RESOURCES OF THE CITY OF LOWELL THROUGH COMMUNITY PARTNERSHIP |