-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
WE SHARE A COMMON THREAD FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
1 TREMONT PLACE
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOWELL
,
MA
01854
A Employer identification number
45-2916988
B
Telephone number (see instructions)
(978) 323-4798
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
214,094
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
315,595
2
Check
.............
3
Interest on savings and temporary cash investments
6,201
6,201
4
Dividends and interest from securities
...
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
0
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
47,884
0
12
Total.
Add lines 1 through 11
........
369,680
6,201
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
618
0
618
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
618
0
618
25
Contributions, gifts, grants paid
.......
385,496
385,496
26
Total expenses and disbursements.
Add lines 24 and 25
386,114
0
386,114
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-16,434
b
Net investment income
(if negative, enter -0-)
6,201
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
108,051
89,766
89,766
2
Savings and temporary cash investments
.........
122,477
123,328
123,328
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
0
1,000
1,000
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
230,528
214,094
214,094
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
230,528
214,094
29
Total net assets or fund balances
(see instructions)
.....
230,528
214,094
30
Total liabilities and net assets/fund balances
(see instructions)
.
230,528
214,094
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
230,528
2
Enter amount from Part I, line 27a
.....................
2
-16,434
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
214,094
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
214,094
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
294,267
237,226
1.240450
2017
254,748
203,909
1.249322
2016
219,560
68,128
3.222757
2015
195,969
19,576
10.010676
2014
153,784
20,944
7.342628
2
Total
of line 1, column (d)
.....................
2
23.065833
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
4.613167
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
245,608
5
Multiply line 4 by line 3
......................
5
1,133,031
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
62
7
Add lines 5 and 6
........................
7
1,133,093
8
Enter qualifying distributions from Part XII, line 4
,.............
8
386,114
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
124
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
124
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
124
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
128
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
128
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
4
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
4
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.WESHAREACOMMONTHREAD.ORG
14
The books are in care of
KIRK MCNEILL
Telephone no.
(978) 323-4802
Located at
1 TREMONT PLACE
LOWELL
MA
ZIP+4
01854
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
MARK S COCHRAN
PRESIDENT/DIRECTOR
1.00
0
0
0
1 TREMONT PLACE
LOWELL
,
MA
01854
MICHAEL DUBUQUE
DIRECTOR
1.00
0
0
0
1 TREMONT PLACE
LOWELL
,
MA
01854
KARA DOYLE
CLERK/DIRECTOR
1.00
0
0
0
1 TREMONT PLACE
LOWELL
,
MA
01854
JOSEPH PRINCI
TREASURER/DIRECTOR
1.00
0
0
0
1 TREMONT PLACE
LOWELL
,
MA
01854
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
0
b
Average of monthly cash balances
.......................
1b
249,348
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
249,348
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
249,348
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
3,740
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
245,608
6
Minimum investment return.
Enter 5% of line 5
..................
6
12,280
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
12,280
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
124
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
124
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
12,156
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
12,156
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
12,156
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
386,114
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
386,114
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
386,114
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
12,156
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
152,737
b
From 2015
......
194,990
c
From 2016
......
216,157
d
From 2017
......
244,674
e
From 2018
......
282,528
f
Total
of lines 3a through e
........
1,091,086
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
386,114
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
12,156
e
Remaining amount distributed out of corpus
373,958
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
1,465,044
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
152,737
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
1,312,307
10
Analysis of line 9:
a
Excess from 2015
....
194,990
b
Excess from 2016
....
216,157
c
Excess from 2017
....
244,674
d
Excess from 2018
....
282,528
e
Excess from 2019
....
373,958
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ALISON HUGHES
1 TREMONT PLACE
LOWELL
,
MA
01854
(978) 323-4712
ALISON.HUGHES@JDCU.COM
b
The form in which applications should be submitted and information and materials they should include:
SEE APPLICATION FORM
c
Any submission deadlines:
SEE APPLICATION FORM
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE APPLICATION FORM
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ABLE TO SERVE
16 MIDDLE ST APT 801
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
1,250
ACRE FAMILY CHILD CARE
55 MIDDLE ST
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
1,750
ADAM KEENAN FOUNDATION
PO BOX 9663
LOWELL
,
MA
01853
NOT RELATED
PC
EXEMPT PURPOSES
250
ADULT LEARNING CENTER
4 LAKE ST
NASHUA
,
NH
03060
NOT RELATED
PC
EXEMPT PURPOSES
250
AFRICAN CULTURAL ASSOCIATION
PO BOX 264
LOWELL
,
MA
01853
NOT RELATED
PC
EXEMPT PURPOSES
500
ALTERNATIVE HOUSE
PO BOX 2100
LOWELL
,
MA
01851
NOT RELATED
PC
EXEMPT PURPOSES
1,250
AMERICAN HEART ASSOCIATION
300 5TH AVE STE 6
WALTHAM
,
MA
02451
NOT RELATED
PC
EXEMPT PURPOSES
415
ANGELS ABOVE
PO BOX 9501
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
250
ANGKOR DANCE TROUPE
PO BOX 1553
LOWELL
,
MA
01853
NOT RELATED
PC
EXEMPT PURPOSES
1,500
APPALACHIAN MOUNTAIN TRAIL
10 CITY SQUARE
BOSTON
,
MA
02129
NOT RELATED
PC
EXEMPT PURPOSES
250
BED FOR EVERY CHILD
73 BUFFUM ST
LYNN
,
MA
01902
NOT RELATED
PC
EXEMPT PURPOSES
250
BIG BROTHERS BIG SISTERS OF GRT LOWELL CO CTI
155 MERRIMACK ST 3RD FLOOR
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
500
BOSTON'S CHILDREN HOSPITAL
300 LONGWOOD AVE
BOSTON
,
MA
02115
NOT RELATED
PC
EXEMPT PURPOSES
50
BOYS & GIRLS CLUB OF BILLERICA
19 CAMPBELL RD
BILLERICA
,
MA
01821
NOT RELATED
PC
EXEMPT PURPOSES
1,000
BOYS & GIRLS CLUB OF GREATER LOWELL
657 MIDDLESEX ST
LOWELL
,
MA
01851
NOT RELATED
PC
EXEMPT PURPOSES
16,500
BOYS & GIRLS CLUB OF GREATER NASHUA
1 POSITIVE PLACE
NASHUA
,
NH
03060
NOT RELATED
PC
EXEMPT PURPOSES
10,400
BOYS AND GIRLS CLUB OF LAWRENCE
136 WATER ST
LAWRENCE
,
MA
01841
NOT RELATED
PC
EXEMPT PURPOSES
4,100
BREAD & ROSES
58 NEWBURY ST
LAWRENCE
,
MA
01840
NOT RELATED
PC
EXEMPT PURPOSES
250
BRIDGES DOMESTIC & SEXUAL VIOLENCE
33 E PEARL ST
NASHUA
,
NH
03060
NOT RELATED
PC
EXEMPT PURPOSES
250
BUDGET BUDDIES
114 TURNPIKE RD 2D
CHELMSFORD
,
MA
01824
NOT RELATED
PC
EXEMPT PURPOSES
250
CAMPBELL SCHOOL PTO
1021 METHUEN ST
DRACUT
,
MA
01826
NOT RELATED
PC
EXEMPT PURPOSES
100
CATIE'S CLOSET
19 SCHOOL ST
DRACUT
,
MA
01826
NOT RELATED
PC
EXEMPT PURPOSES
11,000
CCUA
845 DONALD LYNCH BLVD
MARLBOROUGH
,
MA
01752
NOT RELATED
PC
EXEMPT PURPOSES
1,275
CENTRAL FOOD MINISTRY
370 W 6TH STREET
LOWELL
,
MA
01850
NOT RELATED
PC
EXEMPT PURPOSES
500
CHELMSFORD COMMUNITY EXCHANGE
PO BOX 394
CHELMSFORD
,
MA
01824
NOT RELATED
PC
EXEMPT PURPOSES
250
CHELMSFORD COMMUNITY FUND
100 MERRIMACK ST SUITE 202
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
1,000
CHELMSFORD HIGH PTO
200 RICHARDSON RD
NORTH CHELMSFORD
,
MA
01863
NOT RELATED
PC
EXEMPT PURPOSES
250
CHELMSFORD SCHOLARSHIP FUND INC
PO BOX 296
CHELMSFORD
,
MA
01824
NOT RELATED
PC
EXEMPT PURPOSES
1,000
CMAA OF GREATER LOWELL INC
465 SCHOOL ST
LOWELL
,
MA
01851
NOT RELATED
PC
EXEMPT PURPOSES
11,350
COALITION FOR A BETTER ACRE
517 MOODY ST 5RD FLOOR
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
1,250
COMMUNITY TEAMWORK
155 MERRIMACK ST 3RD FLOOR
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
1,250
COOPERATIVE CREDIT UNION ASSOCIATION
465 SCHOOL ST
LOWELL
,
MA
01851
NOT RELATED
PC
EXEMPT PURPOSES
3,900
COR UNUM MEAL CENTER
118 SOUTH BROADWAY
LAWRENCE
,
MA
01843
NOT RELATED
PC
EXEMPT PURPOSES
250
CREDIT UNION KIDS AT HEART
35 CORPORATE DRIVE SUITE 300
BURLINGTON
,
MA
01803
NOT RELATED
PC
EXEMPT PURPOSES
3,250
CULTURAL ORGANIZATION OF LOWELL
100 MERRIMACK ST SUITE 305
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
250
DANA FARBER CANCER INSTITUTE
10 BROOKLINE PLACE 6TH FLOOR
BROOKLINE
,
MA
02445
NOT RELATED
PC
EXEMPT PURPOSES
410
DCU FOR KIDS
220 DONALD LYNCH BLVD
MARLBOROUGH
,
MA
017529130
NOT RELATED
PC
EXEMPT PURPOSES
5,000
DEBBIE'S TREASURE CHEST
14 PLEASANT VALLEY ST SUITE 2-104
METHUEN
,
MA
01844
NOT RELATED
PC
EXEMPT PURPOSES
500
DRACUT FOOD PANTRY
1934 LAKEVIEW AVE
DRACUT
,
MA
01826
NOT RELATED
PC
EXEMPT PURPOSES
500
DRACUT HISTORICAL SOCIETY
1660 LAKEVIEW AVE
DRACUT
,
MA
01826
NOT RELATED
PC
EXEMPT PURPOSES
500
DRACUT SCHOLARSHIP FOUNDATION
PO BOX 117
DRACUT
,
MA
01826
NOT RELATED
PC
EXEMPT PURPOSES
1,000
DREWS TEAM INC
66 CORINTHIAN DRIVE
SALEM
,
NH
03079
NOT RELATED
PC
EXEMPT PURPOSES
250
DUNSTABLE RURAL LAND TRUST
1070 MAIN ST
DUNSTABLE
,
MA
01827
NOT RELATED
PC
EXEMPT PURPOSES
500
DURKIN FOUNDATION
4 TOWER FARM ROAD
BILLERICA
,
MA
01821
NOT RELATED
PC
EXEMPT PURPOSES
500
DWELLING HOUSE OF HOPE
125 MOUNT HOPE STREET
LOWELL
,
MA
01854
NOT RELATED
PC
EXEMPT PURPOSES
500
D'YOUVILLE FOUNDATION
981 VARNUM AVE
LOWELL
,
MA
01854
NOT RELATED
PC
EXEMPT PURPOSES
500
D'YOUVILLE LIFE & WELLNESS COMMUNITY
981 VARNUM AVE
LOWELL
,
MA
01854
NOT RELATED
PC
EXEMPT PURPOSES
10,000
EASCORP FBO CREDIT UNION KIDS AT HEART
35 CORPORATE DRIVE SUITE 300
BURLINGTON
,
MA
01803
NOT RELATED
PC
EXEMPT PURPOSES
1,000
ECUMENICAL ATHLETIC ASSOCIATION
68 DRACUT ST
LOWELL
,
MA
01854
NOT RELATED
PC
EXEMPT PURPOSES
500
EFORALL IN LOWELL
175 CABOT ST SUITE 100
LOWELL
,
MA
01854
NOT RELATED
PC
EXEMPT PURPOSES
5,500
ELDER SERVICES OF THE MERRIMACK VALLEY
280 MERRIMACK ST SUITE 400
LAWRENCE
,
MA
01843
NOT RELATED
PC
EXEMPT PURPOSES
500
END 68 HOURS OF HUNGER - NASHUA
C/O UNITED WAY 20 BROAD ST
NASHUA
,
NH
03064
NOT RELATED
PC
EXEMPT PURPOSES
500
END 68 HOURS OF HUNGER- DRACUT
580 HILDRETH ST
DRACUT
,
MA
01826
NOT RELATED
PC
EXEMPT PURPOSES
250
FAMILY PROMISE OF GREATER NASHUA
180 LOWELL ROAD
HUDSON
,
NH
03051
NOT RELATED
PC
EXEMPT PURPOSES
500
FIDELITY HOUSE CRC
439 S UNION STREET SUITE 401
LAWRENCE
,
MA
01843
NOT RELATED
PC
EXEMPT PURPOSES
250
FOOD PANTRY AT ST PAT'S CHURCH IN PELHAM
12 MAIN ST
PELHAM
,
NH
03076
NOT RELATED
PC
EXEMPT PURPOSES
750
FOR THE LOVE OF ERIKA
3 CUTTER LANE
WESTFORD
,
MA
01886
NOT RELATED
PC
EXEMPT PURPOSES
250
FRIENDS OF DRACUT LIBRARY
28 ARLINGTON ST
DRACUT
,
MA
01826
NOT RELATED
PC
EXEMPT PURPOSES
500
FRIENDS OF EAST BOSTON CAMPS
PO BOX 346
WESTFORD
,
MA
01886
NOT RELATED
PC
EXEMPT PURPOSES
250
FRIENDS OF THE CAMERON SENIOR CENTER
20 PLEASANT ST
WESTFORD
,
MA
01886
NOT RELATED
PC
EXEMPT PURPOSES
500
FRIENDS OF THE DRACUT ELDERLY
951 MAMMOTH ROAD
DRACUT
,
MA
01826
NOT RELATED
PC
EXEMPT PURPOSES
1,750
GATEWAYS COMMUNITY SERVICES
144 CANAL ST
NASHUA
,
NH
03064
NOT RELATED
PC
EXEMPT PURPOSES
3,500
GET THERE START NOW
PO BOX 1184
LOWELL
,
MA
01853
NOT RELATED
PC
EXEMPT PURPOSES
1,000
GIRLS INC OF GREATER LOWELL
220 WORTHERN ST
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
2,452
GIVE A CLICK WINNER A KEENAN
76 PARK AVE EAST
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
1,500
GREATER LAWRENCE COMMUNITY ACTION COUNCIL
305 ESSEX ST 4TH FLOOR
LAWRENCE
,
MA
01840
NOT RELATED
PC
EXEMPT PURPOSES
250
GREATER LAWRENCE FAMILY HEALTH CENTER
1 GRIFFIN BROOK DRIVE SUITE 209
METHUEN
,
MA
01844
NOT RELATED
PC
EXEMPT PURPOSES
750
GREATER LAWRENCE YMCA
40 LAWRENCE ST
LAWRENCE
,
MA
01840
NOT RELATED
PC
EXEMPT PURPOSES
750
GREATER LOWELL COMMUNITY FOUNDATION
100 MERRIMACK ST SUITE 202
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
24,000
GREATER LOWELL FAMILY YMCA
35 YMCA DRIVE
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
14,500
GREG HILL FOUNDATION
800 WEST CUMMINGS PARK
WOBURN
,
MA
01801
NOT RELATED
PC
EXEMPT PURPOSES
500
GROUNDWORK LAWRENCE
50 ISLAND ST UNIT 101
LAWRENCE
,
MA
01840
NOT RELATED
PC
EXEMPT PURPOSES
1,250
HARBOR HOMES
77 NORTHEASTERN BLVD
NASHUA
,
NH
03062
NOT RELATED
PC
EXEMPT PURPOSES
500
HAVERHILL YMCA
81 WINTER ST
HAVERHILL
,
MA
01830
NOT RELATED
PC
EXEMPT PURPOSES
250
HFCU CHARITABLE FOUNDATION INC
1610 EGLIN STREET
HANSCOM AFB
,
MA
01731
NOT RELATED
PC
EXEMPT PURPOSES
2,870
HIDDEN BATTLES FOUNDATION
100 MERRIMACK ST SUITE 202
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
3,170
HOME HEALTH VNA
360 MERRIMACK ST STE 9
LAWRENCE
,
MA
01843
NOT RELATED
PC
EXEMPT PURPOSES
1,500
HOUSE OF HOPE
812 MERRIMACK ST
LOWELL
,
MA
01854
NOT RELATED
PC
EXEMPT PURPOSES
1,250
INTERNATIONAL INST OF NEW ENGLAND -LOWELL
15 WARREN ST 2ND FLOOR
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
1,000
JONI & FRIENDS NEW ENGLAND
136 HARVEY RD SUITE 101-A
LONDONDERRY
,
NH
03053
NOT RELATED
PC
EXEMPT PURPOSES
1,750
JOSEPH MIDDLEMISS BIG HEART FOUNDATION
PO BOX 428
DRACUT
,
MA
01826
NOT RELATED
PC
EXEMPT PURPOSES
500
KIDS IN DISABILITY SPORTS
PO BOX 1397
LOWELL
,
MA
01853
NOT RELATED
PC
EXEMPT PURPOSES
250
KAITLIN A KAZANJIAN FOUNDATION
705 DUTTON ST
LOWELL
,
MA
01854
NOT RELATED
PC
EXEMPT PURPOSES
250
KIDS IN DISABILITY SPORTS INC
PO BOX 1397
LOWELL
,
MA
01853
NOT RELATED
PC
EXEMPT PURPOSES
750
KIWANIS CLUB OF GREATER LOWELL INC
PO BOX 174
LOWELL
,
MA
01853
NOT RELATED
PC
EXEMPT PURPOSES
350
L'ARCHE BOSTON NORTH
PO BOX 1177
HAVERHILL
,
MA
01832
NOT RELATED
PC
EXEMPT PURPOSES
250
LAWRENCE COMMUNITY WORKS
168 NEWBURY ST
LAWRENCE
,
MA
01841
NOT RELATED
PC
EXEMPT PURPOSES
2,500
LAZARUS HOUSE MINISTRIES
PO BOX 408
LAWRENCE
,
MA
01842
NOT RELATED
PC
EXEMPT PURPOSES
1,200
LGH TEAM WALK FOR CANCERCARE
295 VARNUM AVE
LOWELL
,
MA
01854
NOT RELATED
PC
EXEMPT PURPOSES
521
LIFELINKS INC
285 MILL ROAD
CHELMSFORD
,
MA
01824
NOT RELATED
PC
EXEMPT PURPOSES
350
LIVE FOR LIV
PO BOX 758
WESTFORD
,
MA
01886
NOT RELATED
PC
EXEMPT PURPOSES
500
LIVING WATERS CENTER OF HOPE
PO BOX 1798
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
500
LOWELL ASSOCIATION FOR THE BLIND
169 MERRIMACK ST 2ND FLOOR
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
3,000
LOWELL CATHOLIC
530 STEVENS ST
LOWELL
,
MA
01851
NOT RELATED
PC
EXEMPT PURPOSES
2,650
LOWELL COMMUNITY HEALTH CENTER
161 JACKSON ST
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
6,050
LOWELL DAY NURSERY
119 HALL ST 1
LOWELL
,
MA
01854
NOT RELATED
PC
EXEMPT PURPOSES
1,500
LOWELL FESTIVAL FOUNDATION
67 KIRK ST
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
1,000
LOWELL GENERAL HOSPITAL
295 VARNUM AVE
LOWELL
,
MA
01854
NOT RELATED
PC
EXEMPT PURPOSES
31,695
LOWELL HOUSE INC
555 MERRIMACK ST
LOWELL
,
MA
01854
NOT RELATED
PC
EXEMPT PURPOSES
12,500
LOWELL HUMANE SOCIETY
951 BROADWAY ST
LOWELL
,
MA
01854
NOT RELATED
PC
EXEMPT PURPOSES
3,000
LOWELL PARKS & CONSERVATION TRUST
660 SUFFOLK ST UNIT 120
LOWELL
,
MA
01854
NOT RELATED
PC
EXEMPT PURPOSES
850
LOWELL TRANSITIONAL LIVING CENTER
193 MIDDLESEX ST
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
250
MA COALITION FOR THE HOMELESS
73 BUFFUM ST
LYNN
,
MA
01902
NOT RELATED
PC
EXEMPT PURPOSES
1,500
MANOLIS FAMILY FOUNDATION INC
1067 LAKEVIEW AVE
DRACUT
,
MA
01826
NOT RELATED
PC
EXEMPT PURPOSES
250
MARCH OF DIMES
112 TURNPIKE RD STE 102
WESTBOROUGH
,
MA
01581
NOT RELATED
PC
EXEMPT PURPOSES
1,000
MARGUERITE'S PLACE
87 PALM ST
NASHUA
,
NH
03060
NOT RELATED
PC
EXEMPT PURPOSES
2,215
MASSACHUSETTS SPECIAL OLYMPICS
512 FOREST ST
MARLBOROUGH
,
MA
01752
NOT RELATED
PC
EXEMPT PURPOSES
250
MCC FOUNDATION
PO BOX 8681
LOWELL
,
MA
01853
NOT RELATED
PC
EXEMPT PURPOSES
5,000
MEALS MATTER
36 RIVERSIDE ST
NASHUA
,
NH
03060
NOT RELATED
PC
EXEMPT PURPOSES
250
MEGAN'S HOUSE FOUNDATION
12 COTTON RD
NASHUA
,
NH
03063
NOT RELATED
PC
EXEMPT PURPOSES
2,900
MERRIMACK REPERTORY THEATER
132 WARREN ST
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
2,500
MERRIMACK RIVER WATERSHED COUNCIL
60 ISLAND ST SUITE 246
LAWRENCE
,
MA
01840
NOT RELATED
PC
EXEMPT PURPOSES
250
MERRIMACK VALLEY DREAM CENTER
PO BOX 423
LAWRENCE
,
MA
01842
NOT RELATED
PC
EXEMPT PURPOSES
250
MERRIMACK VALLEY FOOD BANK
PO BOX 8638
LOWELL
,
MA
01853
NOT RELATED
PC
EXEMPT PURPOSES
5,750
MERRIMACK VALLEY HOSPICE HOUSE
360 NORTH AVE
HAVERHILL
,
MA
01830
NOT RELATED
PC
EXEMPT PURPOSES
500
MERRIMACK VALLEY IMMIGRANT & EDUC CTR
439 SOUTH UNION STREET
LAWRENCE
,
MA
01843
NOT RELATED
PC
EXEMPT PURPOSES
750
MERRIMACK VALLEY YMCA
360 MERRIMACK ST SUITE 270
LAWRENCE
,
MA
01843
NOT RELATED
PC
EXEMPT PURPOSES
250
METHUEN FESTIVAL OF TREES
13 BRANCH ST STE 3
METHUEN
,
MA
01844
NOT RELATED
PC
EXEMPT PURPOSES
250
METHUEN MEMORIAL MUSIC HALL
10 OVERLOOK DRIVE
METHUEN
,
MA
01844
NOT RELATED
PC
EXEMPT PURPOSES
250
MICKY WARD GOLF CLASSIC
79 VIOLA STREET
LOWELL
,
MA
01851
NOT RELATED
PC
EXEMPT PURPOSES
2,500
MILL CITY GROWS
650 SUFFLOK ST SUITE G10
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
6,250
MILL CITY MENTOR
155 MERRIMACK ST
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
250
MS IS BS
PO BOX 225
DRACUT
,
MA
01826
NOT RELATED
PC
EXEMPT PURPOSES
750
MS IS BS DRACUT INC
PO BOX 225
DRACUT
,
MA
01826
NOT RELATED
PC
EXEMPT PURPOSES
750
MY FATHER'S HOUSE
PO BOX 2003
N CHELMFORD
,
MA
01863
NOT RELATED
PC
EXEMPT PURPOSES
550
NASHUA CENTER
PO BOX 1269
NASHUA
,
NH
03061
NOT RELATED
PC
EXEMPT PURPOSES
500
NASHUA CHILDREN'S HOME
125 AMHERST STREET
NASHUA
,
NH
03064
NOT RELATED
PC
EXEMPT PURPOSES
500
NASHUA PAL
52 ASH STREET
NASHUA
,
NH
03060
NOT RELATED
PC
EXEMPT PURPOSES
500
NASHUA SENIOR ACTIVITY CENTER
70 TEMPLE STREET
NASHUA
,
NH
03060
NOT RELATED
PC
EXEMPT PURPOSES
300
NASHUA SOUP KITCHEN & SHELTER
2 QUINCY ST
NASHUA
,
NH
03060
NOT RELATED
PC
EXEMPT PURPOSES
1,750
NECC FOUNDATION INC
100 ELLIOTT ST
HAVERHILL
,
MA
01830
NOT RELATED
PC
EXEMPT PURPOSES
5,250
NEIGHBOR'S IN NEED
PO BOX 447
LAWRENCE
,
MA
01842
NOT RELATED
PC
EXEMPT PURPOSES
500
NEW ENGLAND PATRIOTS ALUMNI CLUB INC
ONE PATRIOT PLACE
FOXBORO
,
MA
02035
NOT RELATED
PC
EXEMPT PURPOSES
15,500
ON THE MOVE
3 MCALLISTER WAY
METHUEN
,
MA
01844
NOT RELATED
PC
EXEMPT PURPOSES
250
OWL DINER CHARITIES
PO BOX 2182
LOWELL
,
MA
01851
NOT RELATED
PC
EXEMPT PURPOSES
5,250
PELHAM GOOD NEIGHBOR FUND
PO BOX 953
PELHAM
,
NH
03076
NOT RELATED
PC
EXEMPT PURPOSES
1,300
PLAISTOW NH YMCA
175 PLAISTOW ROAD
PLAISTOW
,
NH
03865
NOT RELATED
PC
EXEMPT PURPOSES
250
PLUS COMPANY
1049 EAST ST
TEWKSBERY
,
MA
01840
NOT RELATED
PC
EXEMPT PURPOSES
500
POWER OF FLOWERS
365 EAST STREET
TEWKSBERY
,
MA
01876
NOT RELATED
PC
EXEMPT PURPOSES
3,750
PREGNANCY CARE CENTER
496 MAIN ST
HAVERHILL
,
MA
01830
NOT RELATED
PC
EXEMPT PURPOSES
1,200
PRESENTATION OF MARY ACADEMY
182 LOWELL ROAD
HUDSON
,
NH
03051
NOT RELATED
PC
EXEMPT PURPOSES
250
PROJECT LEARN INC
8 KIRK STREET 2ND FLOOR
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
950
RED CROSS NORTHEAST MASS CHAPTER
85 LOWELL ST
PEABODY
,
MA
01960
NOT RELATED
PC
EXEMPT PURPOSES
250
RENAISSANCE CLUB
176 WALKER STREET 2ND FLOOR
LOWELL
,
MA
01854
NOT RELATED
PC
EXEMPT PURPOSES
350
ROTARY INTERNATIONAL TYNGSBORO
440 MIDDLESEX RD PMB 111
TYNGSBORO
,
MA
01879
NOT RELATED
PC
EXEMPT PURPOSES
500
SALVATION ARMY
150 APPLETON ST 2507
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
500
SDWR FOR BRAEDEN ROACHE
PO BOX 647
MADISON
,
VA
22727
NOT RELATED
PC
EXEMPT PURPOSES
54
SEMANA HISPANA EN LAWRENCE
PO BOX 347
LAWRENCE
,
MA
01840
NOT RELATED
PC
EXEMPT PURPOSES
250
SOCRATIC INC
360 MERRIMACK ST STE 5
LAWRENCE
,
MA
01843
NOT RELATED
PC
EXEMPT PURPOSES
2,500
SPECIAL TEAMS FOR EXCEPTIONAL PEOPLE
PO BOX 8857
LOWELL
,
MA
01853
NOT RELATED
PC
EXEMPT PURPOSES
250
ST JOSEPH COMMUNITY SERVICES INC
PO BOX 910
MERRIMACK
,
NH
03054
NOT RELATED
PC
EXEMPT PURPOSES
250
ST PAUL'S KITCHEN
PO BOX 2257
LOWELL
,
MA
01851
NOT RELATED
PC
EXEMPT PURPOSES
250
ST PATRICK PARISH
282 SUFFOLK STREET
LOWELL
,
MA
01854
NOT RELATED
PC
EXEMPT PURPOSES
100
STE JEANNE D'ARC SCHOOL
68 DRACUT STREET
LOWELL
,
MA
01854
NOT RELATED
PC
EXEMPT PURPOSES
2,100
STEPPING STONE FAMILY SERVICES
143 ESSEX ST SUITE 206
HAVERHILL
,
MA
01832
NOT RELATED
PC
EXEMPT PURPOSES
2,019
STRONGWATER FARM
500 LIVINGSTON STREET
TEWKSBURY
,
MA
01876
NOT RELATED
PC
EXEMPT PURPOSES
2,000
TABLE OF PLENTY
18 ST ANDREWS WAY
N CHELMSFORD
,
MA
01863
NOT RELATED
PC
EXEMPT PURPOSES
500
TEAM MICKY WARD CHARITIES
79 VIOLA STREET
LOWELL
,
MA
01851
NOT RELATED
PC
EXEMPT PURPOSES
250
THE BRUSH ART GALLERY & STUDIO
256 MARKET ST
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
250
THE DURKIN FOUNDATION
4 TOWER FARM ROAD
BILLERICA
,
MA
01821
NOT RELATED
PC
EXEMPT PURPOSES
3,250
THE FRONT DOOR AGENCY
7 CONCORD ST NASHUA
NASHUA
,
NH
03064
NOT RELATED
PC
EXEMPT PURPOSES
250
THE LOWELL WEST END GYM
50 NEWHALL ROAD
LOWELL
,
MA
01854
NOT RELATED
PC
EXEMPT PURPOSES
100
THE MEGAN HOUSE FOUNDATION INC
100 MERRIMACK ST SUITE 301D
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
300
THE PAUL CENTER
39 CONCORD ROAD
CHELMSFORD
,
MA
01824
NOT RELATED
PC
EXEMPT PURPOSES
250
THE PLUS COMPANY INC
19 CHESTNUT STREET
NASHUA
,
NH
03060
NOT RELATED
PC
EXEMPT PURPOSES
1,445
THE PSYCHOLOGICAL CENTER INC
11 UNION STREET
LAWRENCE
,
MA
01840
NOT RELATED
PC
EXEMPT PURPOSES
2,950
THE SALVATION ARMY
150 APPLETON ST
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
2,500
THE SALVATION ARMY OF NASHUA
1 MONTGOMERY AVE
NASHUA
,
NH
03060
NOT RELATED
PC
EXEMPT PURPOSES
500
THE SUN SANTA FUND
491 DUTTON STREET
LOWELL
,
MA
01854
NOT RELATED
PC
EXEMPT PURPOSES
250
THE W S RIZOS CHARITABLE FOUNDATION
PO BOX 10742
BEDFORD
,
NH
031100742
NOT RELATED
PC
EXEMPT PURPOSES
3,000
THE WISH PROJECT
PO BOX 8693
LOWELL
,
MA
01853
NOT RELATED
PC
EXEMPT PURPOSES
800
TOLLES STREET MISSION
52 WHITNEY ST
NASHUA
,
NH
03064
NOT RELATED
PC
EXEMPT PURPOSES
250
TOWN OF CHELMSFORD SCHOLARSHIP FUND
PO BOX 296
CHELMSFORD
,
MA
01824
NOT RELATED
PC
EXEMPT PURPOSES
1,000
TOYS FOR LOCAL CHILDREN
PO BOX 45406
SOMERVILLE
,
MA
02145
NOT RELATED
PC
EXEMPT PURPOSES
250
TOYS FOR TOTS
367 RIVERSIDE AVE
MEDFORD
,
MA
02155
NOT RELATED
PC
EXEMPT PURPOSES
500
TROUBLED WATERS
1480 BROADWAY RD
DRACUT
,
MA
01826
NOT RELATED
PC
EXEMPT PURPOSES
250
TYNGSBORO LIONS CLUB
PO BOX 93
TYNGBORO
,
MA
01879
NOT RELATED
PC
EXEMPT PURPOSES
250
UNCOMMON THREADS
60 ISLAND STREET SUITE 150
LAWRENCE
,
MA
01840
NOT RELATED
PC
EXEMPT PURPOSES
1,750
UNITED WAY OF MASS BAY & MERRIMCAK VALLEY
PO BOX 51381
BOSTON
,
MA
022051381
NOT RELATED
PC
EXEMPT PURPOSES
1,000
UNIVERSITY OF MASSACHUSETTS LOWELL
1 UNIVERSITY AVE STE 110
LOWELL
,
MA
01854
NOT RELATED
PC
EXEMPT PURPOSES
25,000
UTEC
15 WARREN ST NO3
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
2,750
VETERANS NORTHEAST OUTREACH CENTER INC
10 REED STREET
HAVERHILL
,
MA
01832
NOT RELATED
PC
EXEMPT PURPOSES
730
WESTFORD CHORUS
PO BOX 515
WESTFORD
,
MA
01886
NOT RELATED
PC
EXEMPT PURPOSES
475
WESTFORD GARDEN CLUB
PO BOX 247
WESTFORD
,
MA
01886
NOT RELATED
PC
EXEMPT PURPOSES
500
WHISTLER HOUSE MUSEUM OF ART
243 WORTHEN ST
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
1,500
WOMEN WORKING WONDERS FUND
100 MERRIMACK ST SUITE 202
LOWELL
,
MA
01852
NOT RELATED
PC
EXEMPT PURPOSES
1,500
YMCA OF GREATER NASHUA
10 COTTON ROAD SUITE 1
NASHUA
,
NH
03063
NOT RELATED
PC
EXEMPT PURPOSES
500
YWCA NORTHEASTERN MA
38 LAWRENCE STREET
LAWRENCE
,
MA
01840
NOT RELATED
PC
EXEMPT PURPOSES
250
ZACK'S TEAM
50 TOWER FARM ROAD
BILLERICA
,
MA
01821
NOT RELATED
PC
EXEMPT PURPOSES
1,000
Total
.................................
3a
385,496
b
Approved for future payment
UNIVERSITY OF MASSACHUSETTS LOWELL
1 UNIVERSITY AVE STE 110
LOWELL
,
MA
01854
NOT RELATED
PC
NAME WELCOME AND INFO HUB UNIV CROSSING
25,000
LOWELL COMMUNITY HEALTH CENTER
161 JACKSON ST
LOWELL
,
MA
01852
NOT RELATED
PC
BUILDING BRIDGES - ADD DENTAL AND VISION
10,000
LOWELL HOUSE INC
555 MERRIMACK ST
LOWELL
,
MA
01854
NOT RELATED
PC
CAPITAL CAMPAIGN
10,000
NECC FOUNDATION INC
100 ELLIOTT ST
HAVERHILL
,
MA
01830
NOT RELATED
PC
PROMISE PROGRAM
15,000
GREATER LOWELL FAMILY YMCA
35 YMCA DRIVE
LOWELL
,
MA
01852
NOT RELATED
PC
CAPITAL CAMPAIGN
20,000
MIDDLESEX COMMUNITY COLLEGE
591 SPRING RD
BEDFORD
,
MA
01730
NOT RELATED
PC
ASPIRE CAMPAIGN
10,000
BOYS & GIRLS CLUB OF GREATER LOWELL
657 MIDDLESEX ST
LOWELL
,
MA
01851
NOT RELATED
PC
CAPITAL CAMPAIGN
40,000
UNIVERSITY OF MASSACHUSETTS LOWELL
1 UNIVERSITY AVE STE 110
LOWELL
,
MA
01854
NOT RELATED
PC
STEVE JONES CONFERENCE ROOM
25,000
Total
.................................
3b
155,000
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
6,201
4
Dividends and interest from securities
....
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
FUNDRAISING INCOME
47,884
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
6,201
47,884
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
54,085
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11
THE FOUNDATION HOSTING SOME FUNDRAISING ACTIVITIES, WHICH FURTHER ACCOMPLISHED THE FUNDATION'S EXEMPT PURPOSE.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description