LOWELL HERITAGE PARTNERSHIP INC: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LOWELL HERITAGE PARTNERSHIP INC (EIN 20-0317624)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-02-07
- IRS object ID
- 201920389349200712
- Schema version
- 2017v2.3
- 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 | 2019-02-07T11:40:43-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01851 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | 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 | 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 | 9789340030 | PhoneNum |
| Signature | 2019-01-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDAN E TOOLIN III | PreparerPersonNm |
| PTIN | P01323447 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2019-01-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.198.108.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-01-29 | IPDt |
| IP Tm | 09:54:21 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EBA09D5E775B703CB0175B9EFB5E3615337BD633 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 828B4C756112436BA83637C705CCBCE80F614336 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 | $63,150 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $63,150 | ContributionsGiftsGrantsEtcAmt |
| Total Revenue | $63,150 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $45,625 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $140 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $10,798 | OtherExpensesTotalAmt |
| Total Expenses | $56,563 | TotalExpensesAmt |
| Excess Or Deficit For Year | $6,587 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $29,869 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $1,480 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $37,936 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,517 | BOYAmt |
| EOY | $22,104 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,352 | BOYAmt |
| EOY | $15,832 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,869 | BOYAmt |
| EOY | $37,936 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,869 | BOYAmt |
| EOY | $37,936 | 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 |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $53,781 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $53,781 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| JAMES OSTIS | ||||
| PRESIDENT | 4.00 | $0 | $0 | $0 |
| FRED FAUST | ||||
| VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JANE CALVIN | ||||
| TREASURER | 1.00 | $0 | $0 | $0 |
| SOVANNA POUV | ||||
| CLERK | 1.00 | $0 | $0 | $0 |
| PAUL MARION | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| PHALA CHEA | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| YUN-JU CHOI | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| VERONICA DEMERS | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| GRAY FITZSIMONS | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES GAFFNEY | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| BARBARA GILBERT | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| PAULINE GOLEC | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE CALVIN TREASURER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 SUFFOLK STREET STE 120 | 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 | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | 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 | $31,219 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,783 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,459 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,257 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,150 | CurrentTaxYearAmt |
| Total | $153,868 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,219 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,783 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,459 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,257 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,150 | CurrentTaxYearAmt |
| Total | $153,868 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $64,765 | SubstantialContributorsTotAmt |
| Public Support Total170 | $89,103 | PublicSupportTotal170Amt |
| Total Support | $153,868 | TotalSupportAmt |
| Public Support CY170 | 0.57910 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54530 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: DUES. AMOUNT: 125. DESCRIPTION: INSURANCE. AMOUNT: 1,593. DESCRIPTION: WEBSITE. AMOUNT: 358. DESCRIPTION: DOORS OPEN LOWELL. AMOUNT: 8,516. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 206. TOTAL TO FORM 990-EZ, LINE 16: 10,798. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: UNREALIZED GAIN ON ENDOWMENT FUND. AMOUNT: 1,480. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: BENEFICIAL INTEREST IN ASSETS HELD BY GLCF. BEG. OF YEAR AMOUNT: 14,352. END OF YEAR AMOUNT: 15,832. |