LOWELL HERITAGE PARTNERSHIP INC: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LOWELL HERITAGE PARTNERSHIP INC (EIN 20-0317624)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-15
- IRS object ID
- 201420499349200622
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-15T10:55:52-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042917204 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSTISS & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 WESTFORD STREET | AddressLine1 |
| City | LOWELL | City |
| State | MA | State |
| ZIP Code | 01851 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200317624 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOWELL HERITAGE PARTNERSHIP INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOWE | NameControl |
| Phone | 9789343107 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8744 | AddressLine1 |
| City | LOWELL | City |
| State | MA | State |
| ZIP Code | 01853 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANE CALVIN | Name |
| Title | TREASURER | Title |
| Phone | 9789340030 | Phone |
| Date Signed | 2014-01-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RAYMOND L ANSTISS JR | Name |
| PTIN | P00142883 | PTIN |
| Phone | 9784522500 | Phone |
| Date Prepared | 2014-01-20 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 57495 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 57495 | ContributionsGiftsGrantsEtc |
| Total Revenue | 57495 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 9420 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 1100 | OccupancyRentUtilitiesAndMaint |
| Other Expenses Total | 17816 | OtherExpensesTotal |
| Total Expenses | 28336 | TotalExpenses |
| Excess Or Deficit For Year | 29159 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 25561 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 895 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 55615 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16948 | BOY |
| EOY | 44838 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8613 | BOY |
| EOY | 10777 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25561 | BOY |
| EOY | 55615 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25561 | BOY |
| EOY | 55615 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | TO PROTECT, PRESERVE AND ENHANCE THE HISTORIC, NATURAL AND CULTURAL RESOURCES OF THE CITY OF LOWELL THROUGH COMMUNITY PARTNERSHIP | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | PROTECT, PRESERVE AND ENHANCE THE HISTORIC, NATURAL AND CULTURAL RESOURCES OF THE CITY OF LOWELL THROUGH COMMUNITY PARTNERSHIP | DescriptionProgramServiceAccom |
| Grants And Allocations | 0 | GrantsAndAllocations |
| Program Service Expenses | 27971 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 27971 | TotalProgramServiceExpenses |
| Info In Schedule O Part IV | X | InfoInScheduleOPartIV |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (12 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|
| JANE LEGGAT | ||||
| PRESIDENT | 4.00 | 0 | 0 | 0 |
| FRED FAUST | ||||
| VICE PRESIDENT | 1.00 | 0 | 0 | 0 |
| JANE CALVIN | ||||
| TREASURER | 1.00 | 0 | 0 | 0 |
| NANCEY PITKIN | ||||
| CLERK | 1.00 | 0 | 0 | 0 |
| WILLIAM LIPCHITZ | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| PETER AUCELLA | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| RICHARD LOCKHART | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| STEVE STOWELL | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| MARIE SWEENEY | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| VERONIKA DEMERS | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| EMILY WEITZMAN ROSENBAUM | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| PAUL MARION | ||||
| DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE CALVIN TREASURER | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 SUFFOLK STREET STE 120 | AddressLine1 |
| City | LOWELL | City |
| State | MA | State |
| ZIP Code | 01852 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9789340030 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction With Control Entity | 0 | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 33841 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28303 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18413 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 57495 | CurrentTaxYear |
| Total | 154052 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 33841 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28303 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18413 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 57495 | CurrentTaxYear |
| Total | 154052 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 66709 | AmountsSubstContributorsTotal |
| Public Support Total170 | 87343 | PublicSupportTotal170 |
| Total Support | 154052 | TotalSupport |
| Public Support Pertcentage170 | 0.56700 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.77210 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: ADVERTISING. AMOUNT: 7,108. DESCRIPTION: DOORS OPEN LOWELL. AMOUNT: 805. DESCRIPTION: DUES. AMOUNT: 35. DESCRIPTION: SUPPLIES. AMOUNT: 516. DESCRIPTION: PROJECTS. AMOUNT: 6,356. DESCRIPTION: INSURANCE. AMOUNT: 1,656. DESCRIPTION: TRAVEL. AMOUNT: 374. DESCRIPTION: POSTAGE. AMOUNT: 166. DESCRIPTION: MISCELLANEOUS. AMOUNT: 800. TOTAL TO FORM 990-EZ, LINE 16: 17,816. |
| OTHER CHANGES IN NET ASSETS | FORM 990-EZ, PART I, LINE 20 | DESCRIPTION: UNREALIZED GAIN ON ENDOWMENT FUND. AMOUNT: 895. |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | DESCRIPTION: BENEFICIAL INTEREST IN ASSETS HELD BY GLCF. BEG. OF YEAR AMOUNT: 8,613. END OF YEAR AMOUNT: 10,777. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | Declaration |