ESSEX COUNTY COMMUNITY FDN INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ESSEX COUNTY COMMUNITY FDN INC (EIN 04-3407816)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-10-06
- IRS object ID
- 201442799349300224
- Schema version
- 2013v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-06T11:03:26-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| 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 | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043407816 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESSEX COUNTY COMMUNITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ESSE | BusinessNameControlTxt |
| Phone | 9787778876 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 ANDOVER STREET SUITE 101 | AddressLine1 |
| City | DANVERS | City |
| State | MA | State |
| ZIP Code | 01923 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WELBOURN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9787778876 | PhoneNum |
| Signature | 2014-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD B DIONNE | PreparerPersonNm |
| PTIN | P00142882 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2014-08-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID WELBOURN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 ANDOVER STREET SUITE 101 | AddressLine1 |
| City | DANVERS | City |
| State | MA | State |
| ZIP Code | 01923 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,225,819 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ECCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE LOCAL PHILANTHOPY TO STRENGTHEN THE NONPROFIT ORGANIZATIONS IN ESSEX COUNTY, MASSACHUSETTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 86 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,016,811 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,928,850 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $142,815 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $156,921 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,988,107 | PYInvestmentIncomeAmt |
| CY Investment Income | $964,752 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,998 | PYOtherRevenueAmt |
| CY Other Revenue | $237,762 | CYOtherRevenueAmt |
| PY Total Revenue | $8,159,731 | PYTotalRevenueAmt |
| CY Total Revenue | $10,288,285 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,328,573 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,647,088 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $693,029 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $738,502 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $403,485 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $641,358 | PYOtherExpensesAmt |
| CY Other Expenses | $1,261,781 | CYOtherExpensesAmt |
| PY Total Expenses | $5,662,960 | PYTotalExpensesAmt |
| CY Total Expenses | $7,647,371 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,496,771 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,640,914 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,342,520 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,451,272 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,500,925 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,906,304 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,841,595 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,544,968 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROMOTE AND EXPAND PHILANTHROPY PRIMARILY IN ESSEX COUNTY, MASSACHUSETTS BY COLLABORATING WITH DONORS AND BY CONNECTING THEM TO THE VITAL AND EFFECTIVE WORK OF NON-PROFIT ORGANIZATIONS, INCLUDING SELECT GOVERNMENTAL AGENCIES, SERVING PRIMARILY ESSEX COUNTY COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,921,211 | ExpenseAmt |
| Grant | $5,647,088 | GrantAmt |
| Revenue | $156,921 | RevenueAmt |
| Desc | TO RAISE AND DISTRIBUTE FUNDS FROM THE COMMUNITY FOR THE BENEFIT OF CHARITABLE ORGANIZATIONS PRIMARILY IN ESSEX COUNTY, MASSACHUSETTS. | Desc |
| Total Program Service Expenses | $6,921,211 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9787778876 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 ANDOVER STREET SUITE 101 | AddressLine1 |
| City | DANVERS | City |
| State | MA | State |
| ZIP Code | 01923 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| KEVIN M TIERNEY SR | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR PATRICIA MAGUIRE MESERVEY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD L SUMBERG | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ALLAN HUNTLEY | ||||||
| VICE-CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MATTHEW P DORING | ||||||
| CLERK | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JONATHAN PAYSON | ||||||
| CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEVEN P COHEN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT R FANNING JR | ||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SUSAN J GRAY | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL PRIOR | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN ANSARA | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MOLLY BYRNES | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| THERESA ELLIS | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOE GRIMALDI | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MAUREEN POMPEO | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID WELBOURN | ||||||
| PRESIDENT AND CEO | 40.00 | $172,390 | $0 | $9,223 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $172,390 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $9,223 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $815,767 | FundraisingAmt |
| All Other Contributions | $8,113,083 | AllOtherContributionsAmt |
| Noncash Contributions | $2,043,939 | NoncashContributionsAmt |
| Total Contributions | $8,928,850 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| WORKSHOP FEES | 900099 | $129,208 | $129,208 |
| SUMMER FUNDS | 900099 | $27,713 | $27,713 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $156,921 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $504,077 | TotalRevenueColumnAmt |
| Exclusion | $504,077 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,282,156 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,821,481 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $460,675 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $460,675 | TotalRevenueColumnAmt |
| Exclusion | $460,675 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $353,815 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $815,767 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $116,053 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $237,762 | TotalRevenueColumnAmt |
| Exclusion | $237,762 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,288,285 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $156,921 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,202,514 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,565,640 | TotalAmt |
| Program Services | $5,565,640 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,448 | TotalAmt |
| Program Services | $81,448 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,223 | TotalAmt |
| Program Services | $33,018 | ProgramServicesAmt |
| Management And General | $83,516 | ManagementAndGeneralAmt |
| Fundraising | $77,689 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468,872 | TotalAmt |
| Program Services | $217,791 | ProgramServicesAmt |
| Management And General | $73,050 | ManagementAndGeneralAmt |
| Fundraising | $178,031 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,572 | TotalAmt |
| Program Services | $9,407 | ProgramServicesAmt |
| Management And General | $2,755 | ManagementAndGeneralAmt |
| Fundraising | $7,410 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,835 | TotalAmt |
| Program Services | $21,283 | ProgramServicesAmt |
| Management And General | $13,031 | ManagementAndGeneralAmt |
| Fundraising | $21,521 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,009 | TotalAmt |
| Management And General | $6,009 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,600 | TotalAmt |
| Management And General | $12,600 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,493 | TotalAmt |
| Program Services | $133,493 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,114 | TotalAmt |
| Program Services | $279,761 | ProgramServicesAmt |
| Management And General | $510 | ManagementAndGeneralAmt |
| Fundraising | $843 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,104 | TotalAmt |
| Fundraising | $34,104 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,193 | TotalAmt |
| Program Services | $17,667 | ProgramServicesAmt |
| Management And General | $17,671 | ManagementAndGeneralAmt |
| Fundraising | $26,855 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,953 | TotalAmt |
| Program Services | $7,581 | ProgramServicesAmt |
| Management And General | $7,581 | ManagementAndGeneralAmt |
| Fundraising | $3,791 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,789 | TotalAmt |
| Program Services | $32,315 | ProgramServicesAmt |
| Management And General | $32,316 | ManagementAndGeneralAmt |
| Fundraising | $16,158 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,823 | TotalAmt |
| Program Services | $13,459 | ProgramServicesAmt |
| Management And General | $1,682 | ManagementAndGeneralAmt |
| Fundraising | $1,682 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,155 | TotalAmt |
| Program Services | $62,155 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,263 | TotalAmt |
| Program Services | $905 | ProgramServicesAmt |
| Management And General | $905 | ManagementAndGeneralAmt |
| Fundraising | $453 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,630 | TotalAmt |
| Program Services | $1,052 | ProgramServicesAmt |
| Management And General | $1,052 | ManagementAndGeneralAmt |
| Fundraising | $526 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROJECT SUPPORT | $422,348 | $422,348 | ||
| PRINTING & PUBLICATIONS | $47,379 | $9,476 | $9,476 | $28,427 |
| MISCELLANEOUS | $45,702 | $45,702 | ||
| BANK FEES | $18,108 | $9,054 | $9,054 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,118 | TotalAmt |
| Program Services | $3,358 | ProgramServicesAmt |
| Management And General | $5,765 | ManagementAndGeneralAmt |
| Fundraising | $5,995 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,647,371 | TotalAmt |
| Program Services | $6,921,211 | ProgramServicesAmt |
| Management And General | $322,675 | ManagementAndGeneralAmt |
| Fundraising | $403,485 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,609 | BOYAmt |
| EOY | $52,811 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,249,799 | BOYAmt |
| EOY | $837,438 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,641 | BOYAmt |
| EOY | $92,057 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,759 | BOYAmt |
| EOY | $16,448 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $86,249 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $86,006 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,506 | BOYAmt |
| EOY | $243 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,610,206 | BOYAmt |
| EOY | $25,452,275 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,342,520 | BOYAmt |
| EOY | $26,451,272 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,717 | BOYAmt |
| EOY | $80,840 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,500 | BOYAmt |
| EOY | $161,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,372,208 | BOYAmt |
| EOY | $1,664,464 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500,925 | BOYAmt |
| EOY | $1,906,304 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,538,178 | BOYAmt |
| EOY | $21,652,631 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $726,719 | BOYAmt |
| EOY | $938,006 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,576,698 | BOYAmt |
| EOY | $1,954,331 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,841,595 | BOYAmt |
| EOY | $24,544,968 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,342,520 | BOYAmt |
| EOY | $26,451,272 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,640,914 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,343,833 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$281,374 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $2,658,993 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,668,392 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,615,975 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,016,811 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,928,850 | CurrentTaxYearAmt |
| Total | $23,889,021 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,658,993 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,668,392 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,615,975 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,016,811 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,928,850 | CurrentTaxYearAmt |
| Total | $23,889,021 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,745,005 | SubstantialContributorsTotAmt |
| Public Support Total170 | $22,144,016 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $308,172 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $359,041 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $361,871 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $398,306 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $504,077 | CurrentTaxYearAmt |
| Total | $1,931,467 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $25,820,488 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,186,203 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86280 | 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 C IRS990ScheduleC
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $393,470 | CurrentYearMinus1Amt |
| Total | $393,470 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $590,205 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $168,000 | CurrentYearMinus1Amt |
| Total | $168,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $98,368 | CurrentYearMinus1Amt |
| Total | $98,368 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $147,552 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $82,000 | CurrentYearMinus1Amt |
| Total | $82,000 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 76 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $3,427,719 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $2,526,106 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $14,204,459 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,826,647 | BeginningYearBalanceAmt |
| Contributions | $2,676,117 | ContributionsAmt |
| Investment Earnings Or Losses | $1,263,705 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,752,284 | OtherExpendituresAmt |
| End Year Balance | $9,014,185 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,029,861 | BeginningYearBalanceAmt |
| Contributions | $575,974 | ContributionsAmt |
| Investment Earnings Or Losses | $886,246 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $665,434 | OtherExpendituresAmt |
| End Year Balance | $7,826,647 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,263,510 | BeginningYearBalanceAmt |
| Contributions | $3,328,438 | ContributionsAmt |
| Investment Earnings Or Losses | -$29,156 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $532,931 | OtherExpendituresAmt |
| End Year Balance | $7,029,861 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,887,925 | BeginningYearBalanceAmt |
| Contributions | $350,410 | ContributionsAmt |
| Investment Earnings Or Losses | $1,071,058 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $45,883 | OtherExpendituresAmt |
| End Year Balance | $4,263,510 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,482,437 | BeginningYearBalanceAmt |
| Contributions | $333,127 | ContributionsAmt |
| Investment Earnings Or Losses | $258,617 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $186,256 | OtherExpendituresAmt |
| End Year Balance | $2,887,925 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.69000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.09000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $86,249 | OtherCostOrOtherBasisAmt |
| Depreciation | $86,006 | DepreciationAmt |
| Book Value | $243 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $243 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE GIFT ANNUITIES | $837,438 |
| FUNDS HELD FOR OTHERS | $168,950 |
| AGENCY ENDOWMENT FUNDS | $658,076 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,664,464 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,208,975 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,343,833 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,343,833 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,865,142 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $133,493 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $289,650 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $423,143 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,288,285 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,505,602 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,505,602 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $133,493 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $8,276 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $141,769 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,647,371 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | GRANTS AND SCHOLARSHIPS TO BENEFIT THE NON-PROFIT ORGANIZATIONS AND CITIZENS OF ESSEX COUNTY, MASSACHUSETTS |
| 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 HAS BEEN PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION HAS ELECTED, UNDER IRC SEC. 501(H) TO MAKE LIMITED EXPENDITURES TO INFLUENCE LEGISLATION. THE FOUNDATION IS SUBJECT TO EXCISE TAX OF 25% ON LOBBYING EXPENDITURES IN EXCESS OF ALLOWABLE LIMITS. EXCISE TAX ON EXCESS LOBBYING EXPENDITURES WAS $0 FOR THE YEAR ENDING JUNE 30, 2014. THE FOUNDATION IS REQUIRED BY ASC 740-10, "INCOME TAXES," 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. 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 4B - OTHER ADJUSTMENTS: | CONTRIBUTIONS TO AGENCY ENDOWMENT FUNDS 289,650. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS FROM AGENCY ENDOWMENT FUNDS 8,276. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANTS TO RECIPIENTS LOCATED IN THE REGION | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $81,448 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $81,448 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $81,448 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| EUROPE | WARTA RIVER BASIN SUSTAINABLE DEVELOPMENT PROGRAM AND THE CENTER FOR SYSTEMS SOLUTIONS | $35,000 | WIRE TRANSFER |
| EUROPE | TO PROMOTE HEALTHY LIVING AND HELP THOSE THAT FACE HARDSHIPS AND CHALLENGES. | $46,448 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE USE OF GRANT MONEY IS MONITORED THROUGH A FINAL REPORT DUE USUALLY 13 MONTHS AFTER THE INITAL AWARD. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ONE RUN | NameOfEvent1Amt |
| Gross Receipts Event1 | $563,104 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $479,884 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $83,220 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $491 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $17,846 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | SACCO RIDE | NameOfEvent2Amt |
| Gross Receipts Event2 | $136,347 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $52,570 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $83,777 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $9,408 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 7 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $470,131 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $283,313 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $186,818 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $6,795 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $2,445 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $37,951 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $8,300 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $50,661 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,169,582 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $815,767 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $353,815 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $6,795 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,936 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $37,951 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $8,300 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $77,915 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $133,897 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $219,918 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (115 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TOWN OF ANDOVER MA | |||||||||||
| 36 BARTLET STREET | ANDOVER | MA | 01810 | $24,144 | GENERAL SUPPORT | ||||||
| BOYS AND GIRLS CLUB OF LAWRENCE | |||||||||||
| 136 WATER STREET | LAWRENCE | MA | 01840 | $7,500 | SUMMERFEST, CAPITAL IMPROVEMENTS, GENERAL OPERATING SUPPORT | 042104377 | 501(C)(3) | ||||
| ESPERANZA ACADEMY INC | |||||||||||
| 198 GARDEN STREET | LAWRENCE | MA | 01840 | $12,700 | 11TH MONTH PROGRAM | 731722348 | 501(C)(3) | ||||
| ESSEX ART CENTER | |||||||||||
| 56 ISLAND STREET | LAWRENCE | MA | 01840 | $19,500 | GENERAL OPERATING EXPENSES, VARIOUS PROGRAMS | 043238501 | 501(C)(3) | ||||
| GREATER LAWRENCE COMMUNITY BOATING PROGRAM | |||||||||||
| 1 EATON STREET | LAWRENCE | MA | 01840 | $20,000 | SUMMER PROGRAMS | 042671824 | 501(C)(3) | ||||
| GROUNDWORK LAWRENCE | |||||||||||
| 60 ISLAND STREET | LAWRENCE | MA | 01840 | $15,500 | YOUTH PROGRAMS, NEW VAN | 043546770 | 501(C)(3) | ||||
| LAWRENCE COMMUNITY WORKS INC | |||||||||||
| OUR HOUSE CAMPUS | LAWRENCE | MA | 01840 | $17,500 | HENNIGAN CENTER ROOF REPLACMENT, MOVEMENT CITY SUMMER ACADEMIC ENRICHMENT PROGRAM | 043982308 | 501(C)(3) | ||||
| LAWRENCE FAMILY DEVELOPMENT AND EDUCATION FUND INC | |||||||||||
| 34 WEST STREET | LAWRENCE | MA | 01840 | $17,750 | SUMMER INSTITUTE ENRICHMENT COMPONENT, GENERAL OPERATING SUPPORT | 043177142 | 501(C)(3) | ||||
| LAWRENCE PUBLIC SCHOOLS | |||||||||||
| 255 ESSEX STREET | LAWRENCE | MA | 01840 | $51,781 | SUMMER MEALS PROGRAM | ||||||
| PATHWAYS FOR CHILDREN | |||||||||||
| 29 EMERSON AVENUE | GLOUCESTER | MA | 01930 | $12,500 | IN MEMORIUM | 042694002 | 501(C)(3) | ||||
| PROVIDENCE COUNTRY DAY SCHOOL | |||||||||||
| 660 WATERMAN AVENUE | E PROVIDENCE | MA | 02914 | $25,000 | CAPITAL IMPROVEMENTS | 050258934 | 501(C)(3) | ||||
| SECOND NATURE INC | |||||||||||
| 18 TREMONT STREET | BOSTON | MA | 02108 | $35,000 | GENERAL SUPPORT | 043195772 | 501(C)(3) | ||||
| MALDEN CATHOLIC HIGH SCHOOL | |||||||||||
| 99 CRYSTAL STREET | MALDEN | MA | 02148 | $45,000 | GENERAL OPERATING SUPPORT | 042393983 | 501(C)(3) | ||||
| COMMUNITY DAY CHARTER PUBLIC SCHOOL | |||||||||||
| 190 HAMPSHIRE STREET | LAWRENCE | MA | 01840 | $6,000 | SUMMER ACADEMY | ||||||
| MONTSERRAT COLLEGE OF ART | |||||||||||
| 23 ESSEX STREET | BEVERLY | MA | 01915 | $120,000 | GENERAL OPERATING SUPPORT | 223232967 | 501(C)(3) | ||||
| FUNDCJA SENDZIMIRA | |||||||||||
| $35,000 | WARTA RIVER BASIN, SUSTAINABLE DEVELOPMENT PROGRAM, CENTER FOR SYSTEMS SOLUTION | 32-087 ZIELONKI K | KRAKOWAUL | POLAND | PL | ||||||
| GIRLS INC OF LYNN | |||||||||||
| 50 HIGH STREET | LYNN | MA | 01902 | $10,000 | COLLEGE MENTORING, UNRESTRICTED | 042104250 | 501(C)(3) | ||||
| HEALING ABUSE WORKING FOR CHANGE | |||||||||||
| 27 CONGRESS STREET | SALEM | MA | 01970 | $8,000 | LEGAL ASSISTANCE CLINIC, HOUSING AND ECONOMIC STABILITY | 042655367 | 501(C)(3) | ||||
| JEANNE GEIER CRISIS CENTER | |||||||||||
| 2 HARRIS STREET | NEWBURYPORT | MA | 01950 | $10,000 | ECONOMIC EDUCATION, GENERAL SUPPORT | 222474023 | 501(C)(3) | ||||
| YMCA OF THE NORTH SHORE | |||||||||||
| 245 CABOT STREET | BEVERLY | MA | 01915 | $9,500 | LIFESKILLS FOR GIRLS, GENERAL SUPPORT | 042104913 | 501(C)(3) | ||||
| YOUTH DEVELOPMENT ORGANIZATION INC | |||||||||||
| PO BOX 1758 | LAWRENCE | MA | 01842 | $8,500 | SUMMER PROGRAM | 043571721 | 501(C)(3) | ||||
| YWCA OF GREATER LAWRENCE | |||||||||||
| 38 LAWRENCE STREET | LAWRENCE | MA | 01840 | $25,000 | CAMP Y-WOOD, ECONOMIC EMPOWERMENT PROGRAM, LANDSCAPING | 042130847 | 501(C)(3) | ||||
| LUNG TRANSPLANT FUND AT UNIVERSITY OF NORTH CAROLINA | |||||||||||
| 3009 BURNETT WOMACK BUILDING | CHAPEL HILL | NC | 27599 | $10,000 | IN MEMORIUM | 566001393 | |||||
| MUSIC AT EDEN'S EDGE | |||||||||||
| 94 JOHN WISE AVENUE | ESSEX | MA | 01929 | $8,500 | SUMMER CONCERT SERIES | 042780636 | 501(C)(3) | ||||
| RANGRIG YESHE INC | |||||||||||
| PO BOX 167 | STOCKBRIDGE | MA | 01262 | $7,400 | GENERAL OPERATING | 043054841 | 501(C)(3) | ||||
| ST JOHN'S EPISCOPAL PARISH | |||||||||||
| 700 HALE STREET | BEVERLY | MA | 01915 | $10,000 | GENERAL OPERATING SUPPORT | 135562208 | |||||
| URBAN IMPROV | |||||||||||
| 670 CENTRE STREET | JAMAICA PLAIN | MA | 02130 | $12,000 | GENERAL SUPPORT | 042786576 | 501(C)(3) | ||||
| YANKEE CLIPPER COUNCIL BOY SCOUTS OF AMERICA | |||||||||||
| 36 AMESBURY ROAD | HAVERHILL | MA | 01830 | $6,500 | FRIENDS OF SCOUTING | 042104393 | 501(C)(3) | ||||
| BATES COLLEGE | |||||||||||
| 2 ANDREWS ROAD | LEWISTON | ME | 04240 | $25,000 | SCHOLARSHIPS | 010211781 | 501(C)(3) | ||||
| BOSTON UNIVERSITY | |||||||||||
| 595 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | $140,000 | SCHOLARSHIPS | 042103547 | 501(C)(3) | ||||
| BROOKWOOD SCHOOL | |||||||||||
| ONE BROOKWOOD ROAD | MANCHESTER | MA | 01944 | $101,500 | SCHOLARSHIPS, GENERAL SUPPORT | 042227413 | 501(C)(3) | ||||
| FAMILY PROMISE NORTH | |||||||||||
| 332 RANTOUL STREET | BEVERLY | MA | 01915 | $10,000 | GENERAL SUPPORT | 271801635 | 501(C)(3) | ||||
| GOVERNOR'S ACADEMY | |||||||||||
| ONE ELM STREET | BYFIELD | MA | 01922 | $7,500 | SCHOLARSHIPS | 042103564 | 501(C)(3) | ||||
| INSTITUTE FOR THE STUDY AND PRACTICE OF NONVIOLENCE | |||||||||||
| 265 OXFORD STREET | PROVIDENCE | RI | 02905 | $6,000 | GENERAL SUPPORT | 050517863 | 501(C)(3) | ||||
| THE MOON BALLOON PROJECT | |||||||||||
| 23 CEDAR STREET | HINGHAM | MA | 02043 | $25,000 | BRIDGES THROUGH THE ARTS | 201524202 | 501(C)(3) | ||||
| PUBLIC CAMPAIGN ACTION FUND | |||||||||||
| 13133 19TH STREET NW | WASHINGTON | DC | 20036 | $140,000 | GENERAL SUPPROT | 522032544 | 501(C)(4) | ||||
| TUFTS MEDICAL CENTER | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | $75,000 | RESEARCH | 043400617 | 501(C)(3) | ||||
| AIDS CARE OCEAN STATE | |||||||||||
| 18 PARKIS AVENUE | PROVIDENCE | RI | 02907 | $6,000 | GENERAL SUPPORT | 222929749 | 501(C)(3) | ||||
| ANDOVER HISTORICAL SOCIETY | |||||||||||
| 97 MAIN STREET | ANDOVER | MA | 01810 | $7,000 | GENERAL SUPPORT | 020366332 | 501(C)(3) | ||||
| BEVERLY BOOTSTRAPS COMMUNITY SERVICES | |||||||||||
| 371 CABOT STREET | BEVERLY | MA | 01915 | $22,514 | GENERAL SUPPORT | 043254507 | 501(C)(3) | ||||
| BIG SISTER ASSOCIATION OF GREATER BOSTON | |||||||||||
| 161 MASSACHUSETTS AVE | BOSTON | MA | 02115 | $12,000 | GENERAL SUPPORT | 042150651 | 501(C)(3) | ||||
| BLESSED STEPHEN BELLESINI | |||||||||||
| PO BOX 1021 | LAWRENCE | MA | 01842 | $24,750 | GENERAL SUPPORT | 043585445 | 501(C)(3) | ||||
| BOUNDLESS PURSUITS | |||||||||||
| $46,448 | GENERAL SUPPORT | 501(C)(3) | 2 EFFORD CORNER | TOTNES | UK | ||||||
| BREAD AND ROSES INC | |||||||||||
| 58 NEWBURY STREET | LAWRENCE | MA | 01840 | $12,750 | GENERAL SUPPORT | 042768119 | 501(C)(3) | ||||
| BOYS AND GIRLS CLUB OF GREATER SALEM | |||||||||||
| 13 HAWTHORNE BOULEVARD | SALEM | MA | 01970 | $12,000 | GENERAL SUPPORT | 042104912 | 501(C)(3) | ||||
| BREED MIDDLE SCHOOL | |||||||||||
| 90 OCALLAHAN WAY | LYNN | MA | 01905 | $75,736 | GENERAL SUPPORT | ||||||
| BRICKETT ELEMENTARY SCHOOL | |||||||||||
| 123 LEWIS STREET | LYNN | MA | 01902 | $9,929 | GENERAL SUPPORT | ||||||
| BRISCOE MIDDLE SCHOOL | |||||||||||
| 7 SOHIER ROAD | BEVERLY | MA | 01915 | $29,922 | GENERAL SUPPORT | ||||||
| BUILDING BRIDGES THROUGH MUSIC | |||||||||||
| 25 EXCHANGE STREET | LYNN | MA | 01901 | $13,400 | GENERAL SUPPORT | 020539062 | 501(C)(3) | ||||
| CARLTON ELEMENTARY SCHOOL | |||||||||||
| 10 SKERRY STREET | SALEM | MA | 01970 | $21,806 | GENERAL SUPPORT | ||||||
| CHALLENGE UNLIMITED | |||||||||||
| 450 LOWELL STREET | ANDOVER | MA | 01810 | $6,500 | GENERAL SUPPORT | 222478997 | 501(C)(3) | ||||
| CITIZENS FOR ADEQUATE HOUSING | |||||||||||
| 40 WASHINGTON STREET | PEABODY | MA | 01960 | $15,000 | GENERAL SUPPORT | 222540856 | 501(C)(3) | ||||
| CITY OF PEABODY HEALTH DEPARTMENT | |||||||||||
| 24 LOWELL STREET | PEABODY | MA | 01960 | $10,000 | GENERAL SUPPORT | ||||||
| COBBET ELEMENTARY SCHOOL | |||||||||||
| 40 FRANKLIN STREET | LYNN | MA | 01902 | $53,780 | GENERAL SUPPORT | ||||||
| COLLINS MIDDLE SCHOOL | |||||||||||
| 29 HIGHLAND AVE | SALEM | MA | 01970 | $26,042 | GENERAL SUPPORT | ||||||
| COMPASS FOR KIDS | |||||||||||
| 1050 WALTHAM STREET | LEXINGTON | MA | 02421 | $14,500 | GENERAL SUPPORT | 043291813 | 501(C)(3) | ||||
| CONNECTICUT CHILDREN'S MEDICAL CENTER | |||||||||||
| 282 WASHINGTON STREET | HARTFORD | CT | 06106 | $130,000 | GENERAL SUPPORT | 222619869 | 501(C)(3) | ||||
| CUSHING ACADEMY | |||||||||||
| 39 SCHOOL STREET | ASHBURNHAM | MA | 01430 | $51,000 | GENERAL SUPPORT | 042104048 | 501(C)(3) | ||||
| DEMAND PROGRESS ACTION INC | |||||||||||
| 30 RITCHIE AVE | SILVER SPRING | MD | 20910 | $167,981 | GENERAL SUPPORT | 461493219 | |||||
| DENNIS CONSERVATION TRUST | |||||||||||
| PO BOX 443 | BARSTABLE | MA | 02630 | $25,000 | GENERAL SUPPORT | 222898846 | 501(C)(3) | ||||
| EDWARD F PARTHUM ELEMENTARY SCHOOL | |||||||||||
| 255 EAST HAVERHILL STREET | LAWRENCE | MA | 018412884 | $11,145 | GENERAL SUPPORT | ||||||
| ELEVATED THOUGHT FOUNDATION INC | |||||||||||
| 22 HEATHER DRIVE | METHUEN | MA | 01844 | $5,500 | GENERAL SUPPORT | ||||||
| ENDICOTT COLLEGE | |||||||||||
| 376 HALE STREET | BEVERLY | MA | 01915 | $125,000 | GENERAL SUPPORT | 042103567 | 501(C)(3) | ||||
| EXPRESS YOURSELF | |||||||||||
| 6 ELLIS STREET | PEABODY | MA | 01960 | $9,000 | GENERAL SUPPORT | 043294365 | 501(C)(3) | ||||
| FAMILIES FOR DEPRESSION AWARENESS | |||||||||||
| 395 TOTTEN POND ROAD | WALTHAM | MA | 02451 | $15,000 | GENERAL SUPPORT | 043546730 | 501(C)(3) | ||||
| FAMILY & CHILDREN'S SERVICE OF GREATER LYNN | |||||||||||
| 111 NORTH COMMON STREET | LYNN | MA | 01902 | $15,000 | GENERAL SUPPORT | 042235959 | 501(C)(3) | ||||
| FAMILY SERVICE OF THE MERRIMACK VALLEY | |||||||||||
| 430 NORTH CANAL STREET | LAWRENCE | MA | 01840 | $28,500 | GENERAL SUPPORT | 042104054 | 501(C)(3) | ||||
| FUND FOR THE REPUBLIC | |||||||||||
| 68 NEWHALL ROAD | CONWAY | MA | 01341 | $1,595,178 | GENERAL SUPPORT | 501(C)(4) | |||||
| FOOD PROJECT | |||||||||||
| 120 MUNROE STREET | LYNN | MA | 01901 | $7,000 | GENERAL SUPPORT | 043262532 | 501(C)(3) | ||||
| FORT MYERS BEACH LITTLE LEAGUE | |||||||||||
| 5137 ESTERO BLVD | FORT MEYERS | FL | 33931 | $8,000 | GENERAL SUPPORT | ||||||
| FRONTIER NURSING SERVICE FOUNDATION | |||||||||||
| 132 FNS DRIVE | WENDOVER | KY | 41775 | $10,000 | GENERAL SUPPORT | ||||||
| GIRL SCOUTS OF EASTERN MASS | |||||||||||
| 1740 TURNPIKE STREET | NORTH ANDOVER | MA | 01845 | $8,300 | GENERAL SUPPORT | 042703281 | 501(C)(3) | ||||
| GERARD A GUILMETTE ELEMENTARY SCHOOL | |||||||||||
| 80 BODWELL STREET | LAWRENCE | MA | 018412884 | $27,785 | GENERAL SUPPORT | ||||||
| HAVEN FROM HUNGER | |||||||||||
| 71 WALLIS STREET | PEABODY | MA | 01960 | $6,250 | GENERAL SUPPORT | 222604982 | 501(C)(3) | ||||
| HOTCHKISS SCHOOL | |||||||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | $10,000 | GENERAL SUPPORT | 060647018 | 501(C)(3) | ||||
| INTERNATIONAL ASSOCIATION OF ORAL AND MAXILLOFACIAL SURGEONS FOUNDATION | |||||||||||
| 5550 MEADOWBROOK DRIVE | ROLLING MEADOWS | IL | 60008 | $10,000 | GENERAL SUPPORT | 541825078 | 501(C)(3) | ||||
| JOHN K TARBOX ELEMENTARY SCHOOL | |||||||||||
| 59 ALDER STREET | LAWRENCE | MA | 018412884 | $5,045 | GENERAL SUPPORT | ||||||
| LAHEY HEALTH BEHAVIORAL SERVICES | |||||||||||
| ZERO CENTENNIAL DRIVE | PEABODY | MA | 01960 | $10,000 | GENERAL SUPPORT | 611665701 | 501(C)(3) | ||||
| LAWRENCE HISTORY CENTER | |||||||||||
| 6 ESSEX STREET | LAWRENCE | MA | 01840 | $10,250 | GENERAL SUPPORT | 042651157 | 501(C)(3) | ||||
| LAZARUS HOUSE MINISTRIES INC | |||||||||||
| 412 HAMPSHIRE STREET | LAWRENCE | MA | 018412884 | $14,900 | GENERAL SUPPORT | 042755382 | 501(C)(3) | ||||
| LYNN CLASSICAL HIGH SCHOOL | |||||||||||
| 235 OCALLAGHAN WAY | LYNN | MA | 01905 | $46,018 | GENERAL SUPPORT | ||||||
| LYNN ENGLISH HIGH SCHOOL | |||||||||||
| 50 GOODRIDGE STREET | LYNN | MA | 01902 | $29,856 | GENERAL SUPPORT | ||||||
| MERRIMACK VALLEY HABITAT FOR HUMANITY | |||||||||||
| 60 ISLAND STREET | LAWRENCE | MA | 01840 | $13,000 | GENERAL SUPPORT | 222672831 | 501(C)(3) | ||||
| NATHANIEL BOWDITCH ELEMENTARY SCHOOL | |||||||||||
| 79 WILSON STREET | SALEM | MA | 01970 | $49,056 | GENERAL SUPPORT | ||||||
| NEIGHBORS IN NEED | |||||||||||
| 276 ESSEX STREET | LAWRENCE | MA | 01842 | $7,000 | GENERAL SUPPORT | 222481699 | 501(C)(3) | ||||
| NORTH SHORE ELDER SERVICES | |||||||||||
| 152 SYLVAN STREET | DANVERS | MA | 01923 | $11,033 | GENERAL SUPPORT | 042595072 | 501(C)(3) | ||||
| NORTH SHORE HEALTH PROJECT | |||||||||||
| 5 CENTER STREET | GLOUCESTER | MA | 01930 | $15,000 | GENERAL SUPPORT | 222978638 | 501(C)(3) | ||||
| NORTE DAME CRISTO REY HIGH SCHOOL | |||||||||||
| 303 HAVERHILL STREET | LAWRENCE | MA | 01840 | $14,000 | GENERAL SUPPORT | 861096572 | 501(C)(3) | ||||
| OCEAN RIVER INSTITUTE | |||||||||||
| 12 ELIOT STREET | CAMBRIDGE | MA | 02138 | $185,000 | GENERAL SUPPORT | 208273235 | 501(C)(3) | ||||
| NORTHEAST INDEPENDENT LIVING PROGRAM INC | |||||||||||
| 20 BALLARD ROAD | LAWRENCE | MA | 01843 | $13,000 | GENERAL SUPPORT | 042701631 | 501(C)(3) | ||||
| NORTHSHORE EDUCATION CONSORTIUM | |||||||||||
| 112 SOHIER ROAD | BEVERLY | MA | 01915 | $10,000 | GENERAL SUPPORT | ||||||
| ONE FUND BOSTON | |||||||||||
| PO BOX 990009 | BOSTON | MA | 02199 | $445,000 | GENERAL SUPPORT | 462547157 | 501(C)(3) | ||||
| OPEN DOOR | |||||||||||
| 28 REAR EMERSON AVENUE | GLOUCESTER | MA | 01930 | $20,472 | GENERAL SUPPORT | 222513482 | 501(C)(3) | ||||
| P STREET PROJECT | |||||||||||
| PO BOX 73395 | WASHINGTON | DC | 20056 | $20,000 | GENERAL SUPPORT | ||||||
| PICKERING MIDDLE SCHOOL | |||||||||||
| 70 CONOMO AVE | LYNN | MA | 01904 | $46,753 | GENERAL SUPPORT | ||||||
| PINGREE SCHOOL | |||||||||||
| 537 HIGHLAND STREET | SOUTH HAMILTON | MA | 01982 | $18,000 | GENERAL SUPPORT | 042279977 | 501(C)(3) | ||||
| PLUMMER HOME FOR BOYS | |||||||||||
| 37 WINTER ISLAND ROAD | SALEM | MA | 01970 | $9,000 | GENERAL SUPPORT | 042104844 | 501(C)(3) | ||||
| SAINT JOSEPH'S CHURCH | |||||||||||
| 5 MANN AVENUE | NEWPORT | RI | 02840 | $6,700 | GENERAL SUPPORT | ||||||
| SALEM HIGH SCHOOL | |||||||||||
| 77 WILLSON STREET | SALEM | MA | 01970 | $32,033 | GENERAL SUPPORT | ||||||
| SALTONSTALL ELEMENTARY SCHOOL | |||||||||||
| 211 LAFAYETTE STREET | SALEM | MA | 01970 | $7,102 | GENERAL SUPPORT | ||||||
| SWAMPSCOTT HIGH SCHOOL | |||||||||||
| 200 ESSEX STREET | SWAMPSCOTT | MA | 01907 | $18,237 | GENERAL SUPPORT | ||||||
| SENIORCARE INC | |||||||||||
| 49 BLACKBURN CENTER | GLOUCESTER | MA | 01930 | $19,837 | GENERAL SUPPORT | 042512171 | 501(C)(3) | ||||
| SOUTH LAWRENCE EAST SCHOOL | |||||||||||
| 165 CRAWFORD STREET | LAWRENCE | MA | 01843 | $19,000 | GENERAL SUPPORT | ||||||
| SWAMPSCOTT MIDDLE SCHOOL | |||||||||||
| 207 FOREST AVE | SWAMPSCOTT | MA | 01907 | $10,000 | GENERAL SUPPORT | ||||||
| TEACH FOR AMERICA | |||||||||||
| 60 CANAL STREET | BOSTON | MA | 02114 | $7,500 | GENERAL SUPPORT | ||||||
| UASPIRE | |||||||||||
| 31 ST JAMES AVENUE | BOSTON | MA | 20116 | $5,500 | GENERAL SUPPORT | 043564307 | 501(C)(3) | ||||
| UPPER VALLEY LAND TRUST | |||||||||||
| 19 BUCK ROAD | HANOVER | NH | 03755 | $10,000 | GENERAL SUPPORT | 020387997 | 501(C)(3) | ||||
| WELLSPRING HOUSE INC | |||||||||||
| 302 ESSEX AVE | GLOUCESTER | MA | 01930 | $35,808 | GENERAL SUPPORT | 042735048 | 501(C)(3) | ||||
| WILLIAM P CONNERY SCHOOL | |||||||||||
| 50 ELM STREET | LYNN | MA | 01905 | $11,156 | GENERAL SUPPPORT | ||||||
| WINDRUSH FARM THERAPEUTIC EQUITION INC | |||||||||||
| 30 BROOKVIEW ROAD | BOXFORD | MA | 01921 | $6,750 | GENERAL SUPPORT | 042476717 | 501(C)(3) | ||||
| WORLD'S WINDOW INC | |||||||||||
| 40 VAN SCHOICK AVE | ALBANY | NY | 12208 | $10,000 | GENERAL SUPPORT | 731735463 | 501(C)(3) | ||||
| YMCA MERRIMACK VALLEY | |||||||||||
| 101 AMESBURY STREET | LAWRENCE | MA | 01840 | $21,500 | GENERAL SUPPORT | 042104378 | 501(C)(3) | ||||
| AMERICAN FAMILY VOICES | |||||||||||
| 1250 EYE ST | WASHINGTON | DC | 20005 | $25,000 | GENERAL SUPPORT | ||||||
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||||||
| 120 WALL ST | NEW YORK | NY | 10005 | $15,000 | GENERAL SUPPORT | 133393329 | 501(C)(3) | ||||
| AMERICANS FOR CAMPAIGN REFORM | |||||||||||
| 818 CONNECTICUT AVE | WASHINGTON | DC | 20006 | $29,400 | GENERAL SUPPORT | 270052180 | 501(C)(3) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 79 | Total501c3OrgCnt |
| Total Other Org | 36 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WE MONITOR GRANT USE PRIMARILY THROUGH A FINAL REPORT DUE USUALLY 13 MONTHS AFTER THE INITIAL AWARD. THE FINAL REPORT REQUIRES A LIST OF ALL EXPENSES TO THE GRANT. IN THE CASE OF MULTIPLE YEAR GRANTS, WE REQUIRE INTERIM REPORTS EACH YEAR PRIOR TO RELEASING THE NEXT GRANT. WE GENERALLY CONDUCT SITE VISITS TO THE PROGRAM PRIOR TO MAKING A GRANT. SITE VISITS ARE MADE DURING THE SUMMER AFTER AWARDS ARE MADE. THESE ARE ROTATED SO THAT EVERY PROGRAM IS VISITED ABOUT EVERY 3-4 YEARS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WELBOURN | PersonNm |
| Title | PRESIDENT AND CEO | TitleTxt |
| Base Compensation Filing Org | $172,390 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $9,223 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $181,613 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE BOARD OF TRUSTEES APPROVES THE PRESIDENT'S COMPENSATION USING EXTERNAL STUDIES FOR GUIDANCE. BOARD APPROVED COMPENSATION IS DOCUMENTED IN AN EMPLOYMENT CONTRACT. |
| PART I, LINE 5 | THE PRESIDENT RECEIVES A BONUS BASED ON MEETING CERTAIN FUNDRAISING AND ACHIEVEMENT GOALS |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,043,939 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED MARKET PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE CFO REVIEWS THE RETURN THEN SENDS IT TO THE TREASURER FOR REVIEW. A COPY IS SENT TO EACH BOARD MEMBER BEFORE THE RETURN IS REVIEWED AND SIGNED BY THE CEO THEN FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CHAIR OF EVERY COMMITTEE IS RESPONSIBLE FOR BRINGING THE POLICY TO THE ATTENTION OF THE COMMITTEE PRIOR TO EVERY VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF TRUSTEES APPROVES THE PRESIDENT'S COMPENSATION USING EXTERNAL STUDIES FOR GUIDANCE. NO OTHER OFFICERS OR KEY EMPLOYEES RECEIVED COMPENSATION FOR FY 2014. |
| FORM 990, PART VI, SECTION C, LINE 18 | PUBLISHED ON THE ORGANIZATION WEBSITE OR DOCUMENTS AVAILABLE UPON REQUEST |
| FORM 990, PART VI, SECTION C, LINE 19 | PUBLISHED ON THE ORGANIZATION WEBSITE OR DOCUMENTS AVAILABLE UPON REQUEST |
| FORM 990, PART XI, LINE 9: | NET CONTRIBUTIONS TO AGENCY ENDOWMENT FUNDS -281,374. |