Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
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OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 07-01-2019 , and ending 06-30-2020
BCheck if applicable:
CName of organization
ESSEX COUNTY COMMUNITY FOUNDATION
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
175 ANDOVER STREET SUITE 101
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DANVERS, MA01923
D Employer identification number

04-3407816
E Telephone number

G Gross receipts $ 35,175,659
F Name and address of principal officer:
BETH FRANCIS
175 ANDOVER ST
DANVERS,MA01923
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.ECCF.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1998
M State of legal domicile: MA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO INSPIRE PHILANTHROPY THAT STRENGTHENS THE 34 CITIES AND TOWNS OF ESSEX COUNTY. THIS WORK IS ACHEIVED BY MANAGING DONORS' CHARITABLE FUNDS, STRENGTHENING AND SUPPORTING NONPROFITS AND STUDENTS WITH GRANTS AND RESOURCES, AND BRININGING PEOPLE TOGETHER IN COMMUNITY LEADERSHIP WORK THAT EFFECTS CHANGE IN ESSEX COUNTY.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 19
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 19
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 13
6 Total number of volunteers (estimate if necessary) ............. 6 115
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 39,426,400 23,816,873
9 Program service revenue (Part VIII, line 2g) ......... 206,574 2,478
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,893,988 2,631,071
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -100,015 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 41,426,947 26,450,422
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 20,374,427 18,121,766
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 885,058 1,063,327
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet440,993    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 3,335,440 2,118,772
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 24,594,925 21,303,865
19 Revenue less expenses. Subtract line 18 from line 12....... 16,832,022 5,146,557
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 91,073,475 96,930,282
21 Total liabilities (Part X, line 26)............. 16,556,255 15,766,980
22 Net assets or fund balances. Subtract line 21 from line 20..... 74,517,220 81,163,302
Part II
Signature Block
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 officer) is based on all information of which preparer has any knowledge.
Sign Here
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Signature of officer Date
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Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: TO INSPIRE PHILANTHROPY THAT STRENGTHENS THE 34 CITIES AND TOWNS OF ESSEX COUNTY. THIS WORK IS ACHEIVED BY MANAGING DONORS' CHARITABLE FUNDS, STRENGTHENING AND SUPPORTING NONPROFITS AND STUDENTS WITH GRANTS AND RESOURCES, AND BRININGING PEOPLE TOGETHER IN COMMUNITY LEADERSHIP WORK THAT EFFECTS CHANGE IN ESSEX COUNTY.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 19,852,659 including grants of $ 18,121,766 ) (Revenue $ 2,478 )
TO RAISE AND DISTRIBUTE FUNDS FROM THE COMMUNITY FOR THE BENEFIT OF CHARITABLE ORGANIZATIONS PRIMARILY IN ESSEX COUNTY, MASSACHUSETTS.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet19,852,659
Form 990 (2019)
Form 990 (2019)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
78
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
13
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2019)
Form 990 (2019)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
19
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
19
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
MA
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletGREATER HORIZONS1055 BROADWAY BLVD 130   KANSAS CITY,MO64105 (866) 719-7886
Form 990 (2019)
Form 990 (2019)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) JOHN COLUCCI......................................................................
VICE-CHAIR
 2.00
.................
  		X   X       0 0 0
(2) MATTHEW P DORING......................................................................
CLERK
 5.00
.................
  		X   X       0 0 0
(3) JONATHAN PAYSON......................................................................
CHAIR
 5.00
.................
  		X   X       0 0 0
(4) STEVEN P COHEN......................................................................
TRUSTEE
 2.00
.................
  		X           0 0 0
(5) ROBERT R FANNING JR......................................................................
TREASURER
 5.00
.................
  		X   X       0 0 0
(6) ROBERT GOLDMAN......................................................................
TRUSTEE
 2.00
.................
  		X           0 0 0
(7) RICHARD YAGJIAN......................................................................
TRUSTEE
 2.00
.................
  		X           0 0 0
(8) JAMES A RULLO......................................................................
TRUSTEE
 2.00
.................
  		X           0 0 0
(9) MOIRA MCNAMARA JAMES......................................................................
TRUSTEE
 2.00
.................
  		X           0 0 0
(10) BEN LANGILLE......................................................................
TRUSTEE
 2.00
.................
  		X           0 0 0
(11) ELIZABETH MOULTON......................................................................
TRUSTEE
 2.00
.................
  		X           0 0 0
(12) RICHARD SUMBERG......................................................................
TRUSTEE
 2.00
.................
  		X           0 0 0
(13) ROBERT GORE......................................................................
TRUSTEE
 2.00
.................
  		X           0 0 0
(14) CHRISTINE ORTIZ......................................................................
TRUSTEE
 2.00
.................
  		X           0 0 0
(15) DEREK REED......................................................................
TRUSTEE
 2.00
.................
  		X           0 0 0
(16) ALLAN HUNTLEY......................................................................
TRUSTEE
 2.00
.................
  		X           0 0 0
(17) PAMELA SCOTT......................................................................
TRUSTEE
 2.00
.................
  		X           0 0 0
Form 990 (2019)
Form 990 (2019)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) JEAN VERBRIDGE........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(19) ANITA WORDEN........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(20) STRATTON LLOYD........................................................................
COO
 40.00
.......................   		    X       133,587 0 27,642
(21) BETH FRANCIS........................................................................
PRESIDENT AN
 40.00
.......................   		    X       177,308 0 4,927


















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 310,895   32,569
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet2
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet  
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 23,816,873
g Noncash contributions included in lines 1a - 1f:$ 1g 3,909,307
h Total. Add lines 1a-1f.......MediumBullet 23,816,873
Program Service RevenueAmt Business Code
2a SUMMER FUNDS 900099 2,478 2,478    
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 2,478
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 1,990,415     1,990,415
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss)     6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   9,365,893 7a
b Less: cost or other basis and sales expenses   8,725,237 7b
c Gain or (loss)   640,656 7c
d Net gain or (loss).........MediumBullet 640,656     640,656
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See instructions.....MediumBullet 26,450,422 2,478   2,631,071
Form 990 (2019)
Form 990 (2019)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 18,086,766 18,086,766
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 35,000 35,000
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 182,235 61,960 94,762 25,513
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 746,646 253,860 388,256 104,530
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits ....... 66,486 22,605 34,573 9,308
10 Payroll taxes ........... 67,960 23,107 35,339 9,514
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 604   604  
c Accounting ........... 17,015   17,015  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 23,389 23,389    
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 362,951 282,100 80,501 350
12 Advertising and promotion ....        
13 Office expenses ....... 106,403 36,178 55,329 14,896
14 Information technology ...... 71,266 24,231 37,058 9,977
15 Royalties ..        
16 Occupancy ........... 132,575 45,075 68,939 18,561
17 Travel ............ 29,362 9,983 15,268 4,111
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 137,803 137,803    
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 2,044 695 1,063 286
23 Insurance ... 5,318 1,808 2,765 745
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a PROJECT SUPPORT 808,099 808,099    
b OTHER FUNDRAISING EXPENSE 243,202     243,202
c PROFESSIONAL DEVELOPMENT 178,741   178,741  
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 21,303,865 19,852,659 1,010,213 440,993
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 957,602 1 1,973,789
2 Savings and temporary cash investments ......... 521,717 2 357,036
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net .............   4  
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 39,945 9 25,236
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 105,009
b Less: accumulated depreciation 10b 98,788 3,953 10c 6,221
11 Investments—publicly traded securities . 89,550,258 11 94,568,000
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 33)... 91,073,475 16 96,930,282
Liabilities 17 Accounts payable and accrued expenses ..... 201,636 17 140,776
18 Grants payable ... 585,435 18 529,252
19 Deferred revenue ......... 5,000 19 23,000
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24 143,947
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 15,764,184 25 14,930,005
26 Total liabilities. Add lines 17 through 25.. 16,556,255 26 15,766,980
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 68,387,105 27 74,768,168
28 Net assets with donor restrictions ........... 6,130,115 28 6,395,134
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 74,517,220 32 81,163,302
33 Total liabilities and net assets/fund balances ........ 91,073,475 33 96,930,282
Form 990 (2019)
Form 990 (2019)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
26,450,422
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
21,303,865
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
5,146,557
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
74,517,220
5
Net unrealized gains (losses) on investments ...............
5
419,897
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
1,079,628
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
81,163,302
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2019)
Form 990 (2019)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
ESSEX COUNTY COMMUNITY FOUNDATION
 
Employer identification number

04-3407816
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 9,955,771 9,377,438 8,656,571 11,882,258 23,816,873 63,688,911
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 9,955,771 9,377,438 8,656,571 11,882,258 23,816,873 63,688,911
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 1,876,552
6 Public support. Subtract line 5 from line 4. 61,812,359
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4.. 9,955,771 9,377,438 8,656,571 11,882,258 23,816,873 63,688,911
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 614,473 1,015,707 1,318,950 1,724,532 1,990,415 6,664,077
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10 70,352,988
12
12
2,478
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
87.860 %
15
15
86.460 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2019 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2019 		(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2020. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
SUPPORTING SCHEDULE FOR DISASTER RECOVERY 0 BEQUEST 0 FOR DISASTER RECOVERY 0 FOR DISASTER RECOVERY 0 FOR DISASTER RECOVERY 0
Schedule A (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Name of the organization
ESSEX COUNTY COMMUNITY FOUNDATION
 
Employer identification number

04-3407816
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
ESSEX COUNTY COMMUNITY FOUNDATION
  		Employer identification number
04-3407816
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
ESSEX COUNTY COMMUNITY FOUNDATION
  		Employer identification number

04-3407816
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
ESSEX COUNTY COMMUNITY FOUNDATION
  		Employer identification number

04-3407816
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
ESSEX COUNTY COMMUNITY FOUNDATION
 
Employer identification number

04-3407816
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2019

Schedule C (Form 990 or 990-EZ) 2019
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ............................................................................... 21,303,865  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 21,303,865  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000  
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................................................. 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) Total
2a Lobbying nontaxable amount 491,597 604,160 1,000,000 1,000,000 3,095,757
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		4,643,636
c Total lobbying expenditures          
d Grassroots nontaxable amount 122,899 151,040 250,000 250,000 773,939
e Grassroots ceiling amount
(150% of line 2d, column (e))		 1,160,909
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2019


Schedule C (Form 990 or 990-EZ) 2019
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2019


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
ESSEX COUNTY COMMUNITY FOUNDATION
 
Employer identification number

04-3407816
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 91  
2 Aggregate value of contributions to (during year) 10,225,919  
3 Aggregate value of grants from (during year) 5,993,006  
4 Aggregate value at end of year ........ 29,059,558  
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 18,220,585 15,207,086 14,150,630 8,245,447 8,740,470
b Contributions ... 2,522,278 589,908 979,390 1,106,136 363,604
c Net investment earnings, gains, and losses 719,373 967,876 1,056,260 1,125,724 -60,824
d Grants or scholarships ... 928,131 902,423      
e Other expenditures for facilities
and programs ... 		-795,154 -2,358,138 979,194 -3,673,323 797,803
f Administrative expenses ....          
g End of year balance ...... 21,329,259 18,220,585 15,207,086 14,150,630 8,245,447
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet66.360 %
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet33.640 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements        
d Equipment ....        
e Other .....   105,009 98,788 6,221
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 6,221
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 14,930,005
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 26,813,436
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 419,897
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 419,897
3 Subtract line 2e from line 1.................. 3 26,393,539
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 23,389
b Other (Describe in Part XIII.) ........... 4b 33,494
c Add lines 4a and 4b.................... 4c 56,883
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 26,450,422
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 20,167,354
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3 20,167,354
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 23,389
b Other (Describe in Part XIII.) ............ 4b 1,113,122
c Add lines 4a and 4b..................... 4c 1,136,511
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 21,303,865
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
SCHEDULE D, PAGE 3, PART X 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 PROVISIONS FOR INCOME TAXES HAS BEEN PROVIDED FOR IN THE ACCOMPNAYING 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, 2020. THE FOUNDATION IS REQUIRED BY ASC 740-10, "ACCOUNTING FOR 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. MANAGEMENT BELIEVES IT IT NO LONGER SUBJECT TO REVIEW BY TAXING AUTHORITIES FOR PERIODS PRIOR TO 2017. 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.
SCHEDULE D, PAGE 4, PART XI, LINE 2D FUNDRAISING EXPENSES 0
SCHEDULE D, PAGE 4, PART XI, LINE 4B CONTRIBUTIONS TO AGENCY ENDOWMENT FUNDS 33,494
SCHEDULE D, PAGE 4, PART XII, LINE 2D DIRECT BENEFIT 0
SCHEDULE D, PAGE 4, PART XII, LINE 4B GRANTS DISTRIBUTED FROM AGENCY ENDOWMENT FUNDS 1,113,122
Schedule D (Form 990) 2019


Additional Data


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Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
ESSEX COUNTY COMMUNITY FOUNDATION
 
Employer identification number

04-3407816
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
EUROPE (INCLUDING ICELAND & GREENLAND) -     GRANTS TO RECIPIENTS   35,000
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ....     35,000
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     35,000
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
POLAND GENERAL SUPPORT 35,000 WIRE TRANSFER      
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
SCHEDULE F, PAGE 1, PART I, LINE 3 EUROPE (INCLUDING ICELAND & GREENLAND) - 35,000 0
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2019
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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
ESSEX COUNTY COMMUNITY FOUNDATION
 
Employer identification number
04-3407816
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) ACORD FOOD PANTRY
69 WILLOW ST
PO BOX 2203
SOUTH HAMILTON,MA019820203 		04-3253511 501C3 18,200       GENERAL SUPPORT
(2) ACT LAWRENCE
15 UNION STREET ENTRANCE C
4TH FLOOR SUITE 409
LAWRENCE,MA01840 		04-3408855 501C3 18,000       GENERAL SUPPORT
(3) ACTION INC
180 MAIN STREET
GLOUCESTER,MA019303749 		04-2389332 501C3 428,680       GENERAL SUPPORT
(4) ADDISON GILBERT HOSPITAL
OFFICE OF PHILANTHROPY
298 WASHINGTON STREET
GLOUCESTER,MA01930 		04-2121317 501C3 38,666       GENERAL SUPPORT
(5) ALZHEIMER'S ASSOCIATION MASSACHUSE
309 WAVERLEY OAKS ROAD
WALTHAM,MA02458 		13-3039601 501C3 192,895       GENERAL SUPPORT
(6) AMERICAN CIVIL LIBERTIES FOUNDATION
PO BOX 60173
PHILADELPHIA,PA19102 		23-1742013 501C3 10,000       GENERAL SUPPORT
(7) ANDOVER CENTER FOR HISTORY & CULTUR
97 MAIN STREET
ANDOVER,MA018103803 		02-0366332 501C3 6,600       GENERAL SUPPORT
(8) ANDOVER COMMITTEE FOR A BETTER CHAN
PO BOX 212
ANDOVER,MA018100004 		04-6152382 501C3 5,050       GENERAL SUPPORT
(9) ANDOVER PUBLIC SCHOOLS
36R BARTLET STREET
ANDOVER,MA01810 		  10,500       GENERAL SUPPORT
(10) ANNA JAQUES HOSPITAL
25 HIGHLAND AVENUE
NEWBURYPORT,MA01950 		04-2104338 501C3 20,000       GENERAL SUPPORT
(11) ANNISQUAM YACHT CLUB SAILING & TENN
17 RIVER ROAD
PO BOX 1266
GLOUCESTER,MA01930 		45-1997718 501C3 25,000       GENERAL SUPPORT
(12) ASPIRE DEVELOPMENTAL SERVICES INC
176 FRANKLIN STREET
LYNN,MA01904 		04-2204289 501C3 15,000       GENERAL SUPPORT
(13) ASSUMPTION COLLEGE
500 SALISBURY STREET
PO BOX 429
WORCESTER,MA01609 		04-2105776 501C3 10,500       GENERAL SUPPORT
(14) BAIL PROJECT INC
PO BOX 750
VENICE,CA90294 		81-4985512 501C3 10,000       GENERAL SUPPORT
(15) BARR FOUNDATION
THE PILOT HOUSE
TWO ATLANTIC AVENUE
BOSTON,MA02110 		04-6579815 501C3 13,978       GENERAL SUPPORT
(16) BATES COLLEGE
2 ANDREWS ROAD
LEWISTON,ME04240 		01-0211781 501C3 25,000       GENERAL SUPPORT
(17) BEVERLY BOOTSTRAPS COMMUNITY SERVIC
35 PARK STREET
BEVERLY,MA01915 		04-3254507 501C3 86,800       GENERAL SUPPORT
(18) BEVERLY HOSPITALLAHEY HEALTH SYSTE
85 HERRICK STREET
BEVERLY,MA01915 		04-2121317 501C3 5,500       GENERAL SUPPORT
(19) BEYOND SOCCER
280 MERRIMACK STREET 309
LAWRENCE,MA018431779 		45-0648718 501C3 11,500       GENERAL SUPPORT
(20) BLACK LIVES MATTER FOUNDATION
19197 GOLDEN VALLEY RD
CANYON COUNTRY,CA91387 		47-4143254 501C3 10,000       GENERAL SUPPORT
(21) BLESSED STEPHEN BELLESINI O S A ACA
94 BRADFORD STREET
LAWRENCE,MA01840 		04-3585445 501C3 23,000       GENERAL SUPPORT
(22) BLUE DEER CENTER
PO BOX 905
MARGARETVILLE,NY12455 		22-3741704 501C3 25,000       GENERAL SUPPORT
(23) BLUEPRINT NORTH CAROLINA
3739 NATIONAL DRIVE
RALEIGH,NC27612 		27-2459538 501C3 25,000       GENERAL SUPPORT
(24) BOSTON COLLEGE
140 COMMONWEALTH AVENUE
CHESTNUT HILL,MA02467 		04-2103545 501C3 13,100       GENERAL SUPPORT
(25) BOSTON UNIVERSITY
881 COMMONWEALTH AVENUE
BOSTON,MA02215 		04-2103547 501C3 26,396       GENERAL SUPPORT
(26) BOYS & GIRLS CLUB OF GREATER HAVERH
55 EMERSON STREET
HAVERHILL,MA01830 		04-2111215 501C3 15,000       GENERAL SUPPORT
(27) BOYS & GIRLS CLUB OF LAWRENCE
136 WATER STREET
LAWRENCE,MA018414722 		23-7296824 501C3 34,500       GENERAL SUPPORT
(28) BREAD AND ROSES INC
58 NEWBURY STREET
LAWRENCE,MA018401714 		04-2768119 501C3 26,000       GENERAL SUPPORT
(29) BRIDGEWELL INCORPORATED
10 DEARBORN ROAD
PEABODY,MA01960 		04-2296940 501C3 47,500       GENERAL SUPPORT
(30) BROOKS SCHOOL
1160 GREAT POND ROAD
NORTH ANDOVER,MA01845 		04-2130844 501C3 10,000       GENERAL SUPPORT
(31) BROOKWOOD SCHOOL INC
1 BROOKWOOD ROAD
MANCHESTER,MA01944 		04-2227413 501C3 27,000       GENERAL SUPPORT
(32) CABOT PERFORMING ARTS CENTER INC
286 CABOT STREET
BEVERLY,MA01915 		47-1431634 501C3 279,700       GENERAL SUPPORT
(33) CAMP FIRE BOYS AND GIRLS OF NORTH S
2 CAIN ROAD
SALEM,MA019701712 		13-1623921 501C3 7,500       GENERAL SUPPORT
(34) CAMP SUNSHINE AT SEBAGO LAKE INC
35 ACADIA ROAD
CASCO,ME04015 		22-2582877 501C3 11,000       GENERAL SUPPORT
(35) CAPE ANN ANIMAL AID ASSOCIATION INC
4 PAWS LANE
GLOUCESTER,MA01930 		04-2374914 501C3 22,000       GENERAL SUPPORT
(36) CAPE ANN ART HAVEN
180 B MAIN STREET
GLOUCESTER,MA01930 		33-1205255 501C3 7,000       GENERAL SUPPORT
(37) CAPE ANN MUSEUM INC
27 PLEASANT STREET
GLOUCESTER,MA019305909 		04-2143545 501C3 63,500       GENERAL SUPPORT
(38) CARE DIMENSIONS INC
75 SYLVAN ST STE B102
DANVERS,MA01923 		22-2873792 501C3 17,500       GENERAL SUPPORT
(39) CARROLL COUNTY HUMANE SOCIETY
PO BOX 1304
CARROLLTON,GA30112 		58-2284855 501C3 6,233       GENERAL SUPPORT
(40) CATHOLIC CHARITIES NORTH - LYNN
117 NORTH COMMON STREET
LYNN,MA01902 		53-0196617 501C3 10,000       GENERAL SUPPORT
(41) CATIE'S CLOSET INC
19 SCHOOL STREET
DRACUT,MA01826 		27-2531953 501C3 8,000       GENERAL SUPPORT
(42) CENTERBOARD INC
16 CITY HALL SQUARE
LYNN,MA01901 		04-3019658 501C3 18,000       GENERAL SUPPORT
(43) CHANGE IS SIMPLE INC
8 ENON STREET
BEVERLY,MA01915 		45-1463482 501C3 14,850       GENERAL SUPPORT
(44) CITIZENS INN INC
81 MAIN STREET
PEABODY,MA01960 		22-2540856 501C3 61,000       GENERAL SUPPORT
(45) CITY OF BEVERLY MA
191 CABOT STREET
BEVERLY,MA01915 		  25,000       GENERAL SUPPORT
(46) CITY OF LAWRENCE
CITY HALL
200 COMMON STREET 3RD FLOOR ROOM
LAWRENCE,MA01840 		  225,885       GENERAL SUPPORT
(47) CITY OF LOWELL
CITY HALL
375 MERRIMACK STREET
LOWELL,MA01852 		  10,000       GENERAL SUPPORT
(48) CITY OF SALEM
SALEM CITY HALL
93 WASHINGTON STREET
SALEM,MA01970 		  277,106       GENERAL SUPPORT
(49) CLIFTON CONGREGATIONAL CHURCH
ATTN SAUGUS UNITED PARISH FOOD PAN
50 ESSEX STREET
SAUGUS,MA01906 		  9,000       GENERAL SUPPORT
(50) COMMUNITIES TOGETHER INC
PO BOX 428
LAWRENCE,MA01842 		04-3268423 501C3 8,000       GENERAL SUPPORT
(51) COMMUNITY ACTION INC
3 WASHINGTON SQUARE STE 4
HAVERHILL,MA01830 		04-2383153 501C3 373,710       GENERAL SUPPORT
(52) COMMUNITY DAY CARE CENTER OF LAWREN
190 HAMPSHIRE STREET
LAWRENCE,MA01840 		04-2473133 501C3 235,751       GENERAL SUPPORT
(53) CONNECTICUT CHILDREN'S MEDICAL CENT
282 WASHINGTON STREET
HARTFORD,CT061063322 		22-2619869 501C3 130,044       GENERAL SUPPORT
(54) CONSERVATION LAW FOUNDATION
62 SUMMER STREET
BOSTON,MA02110 		04-6149986 501C3 21,250       GENERAL SUPPORT
(55) COR UNUM MEAL CENTER
118 SOUTH BROADWAY STREET
LAWRENCE,MA01843 		53-0196617 501C3 10,000       GENERAL SUPPORT
(56) DANVERS COMMUNITY COUNCIL INC CO
PO BOX 2076
DANVERS,MA019235076 		04-6357791 501C3 7,000       GENERAL SUPPORT
(57) DEAF INC
215 BRIGHTON AVENUE
ALLSTON,MA02134 		04-2628350 501C3 10,000       GENERAL SUPPORT
(58) DEMOCRACY NORTH CAROLINA
3000 AERIAL CENTER PARKWAY STE 160
MORRISVILLE,NC27560 		56-2271150 501C3 25,000       GENERAL SUPPORT
(59) DOUG FLUTIE JR FOUNDATION FOR AUTIS
1661 WORCESTER ROAD SUITE 102
FRAMINGHAM,MA01701 		04-3543134 501C3 22,000       GENERAL SUPPORT
(60) EARLS HOPE RESCUE INC
1357 OLD HIGHWAY 100
WACO,GA30182 		47-4529879 501C3 14,656       GENERAL SUPPORT
(61) EARTHJUSTICE
50 CALIFORNIA STREET
SUITE 500
SAN FRANCISCO,CA94111 		94-1730465 501C3 75,000       GENERAL SUPPORT
(62) ELDER SERVICES OF THE MERRIMACK VAL
280 MERRIMACK STREET SUITE 400
LAWRENCE,MA01843 		04-2545136 501C3 50,000       GENERAL SUPPORT
(63) ELEVATED THOUGHT FOUNDATION INC
15 UNION STREET STE 120
LAWRENCE,MA01840 		27-3519031 501C3 6,000       GENERAL SUPPORT
(64) ELIOT COMMUNITY HUMAN SERVICES INC
125 HARTWELL AVENUE
LEXINGTON,MA02421 		04-2316924 501C3 25,000       GENERAL SUPPORT
(65) EMMAUS INC
PO BOX 568
127 HOW STREET
HAVERHILL,MA01831 		22-2702774 501C3 10,000       GENERAL SUPPORT
(66) ENDICOTT COLLEGE
376 HALE STREET
BEVERLY,MA01915 		04-2103567 501C3 6,750       GENERAL SUPPORT
(67) ENTREPRENEURSHIP FOR ALL INC
175 CABOT STREET SUITE 100
LOWELL,MA01854 		47-1858182 501C3 371,505       GENERAL SUPPORT
(68) ENVIRONMENT AMERICA RESEARCH AND PO
294 WASHINGTON STREET SUITE 500
BOSTON,MA02108 		13-4339865 501C3 7,500       GENERAL SUPPORT
(69) ENVIRONMENTAL LEAGUE OF MASSACHUSE
15 COURT SQUARE SUITE 1000
BOSTON,MA02108 		04-2760271 501C3 5,250       GENERAL SUPPORT
(70) ESCUELA AGRICOLA PANAMERICANA
1701 PENNSYLVANIA AVE NW STE 300
WASHINGTON,DC20006 		04-2104172 501C3 88,000       GENERAL SUPPORT
(71) ESSEX ART CENTER
56 ISLAND STREET
LAWRENCE,MA01840 		04-3238501 501C3 22,250       GENERAL SUPPORT
(72) ESSEX COUNTY COMMUNITY ORGANIZATION
C/O ST STEPHENS CHURCH
74 SOUTH COMMON STREET
LYNN,MA019024553 		04-2768237 501C3 23,200       GENERAL SUPPORT
(73) ESSEX COUNTY GREENBELT ASSOCIATION
82 EASTERN AVENUE
ESSEX,MA019291329 		04-2664297 501C3 30,816       GENERAL SUPPORT
(74) ESSEX HISTORICAL SOCIETY & SHIPBUIL
PO BOX 277
66 MAIN STREET
ESSEX,MA01929 		51-0185873 501C3 7,500       GENERAL SUPPORT
(75) ESSEX NORTH SHORE AGRICULTURAL & TE
565 MAPLE STREET
HATHORNE,MA01937 		  52,500       GENERAL SUPPORT
(76) EVELYN LILLY LUTZ FOUNDATION
500 BUILDING SUITE 6500
CUMMINGS CENTER
BEVERLY,MA01915 		04-2103885 501C3 783,000       GENERAL SUPPORT
(77) EXPRESS YOURSELF
100 CUMMINGS CENTER SUITE 165E
BEVERLY,MA01915 		04-3294365 501C3 16,000       GENERAL SUPPORT
(78) FAMILIES FOR DEPRESSION AWARENESS
391 TOTTEN POND ROAD SUITE 101
WALTHAM,MA02451 		04-3546730 501C3 20,000       GENERAL SUPPORT
(79) FAMILY PROMISE NORTH SHORE BOSTON
330 RANTOUL STREET
BEVERLY,MA01915 		27-1801635 501C3 14,750       GENERAL SUPPORT
(80) FAMILY SERVICES OF THE MERRIMACK VA
430 NORTH CANAL STREET
LAWRENCE,MA018401246 		04-2104054 501C3 46,000       GENERAL SUPPORT
(81) FIDELITY HOUSE INC
AKA FIDELITY HOUSE HUMAN RESOURCES
439 S UNION STREET STE 401
LAWRENCE,MA01843 		04-2499679 501C3 13,500       GENERAL SUPPORT
(82) FIRST BAPTIST CHURCH IN BEVERLY
221 CABOT STREET
BEVERLY,MA01915 		04-2253860   35,000       GENERAL SUPPORT
(83) FIRST CHURCH CONGREGATIONAL UCC
26 PLEASANT STREET
METHUEN,MA01844 		  10,000       GENERAL SUPPORT
(84) FIRST PARISH CHURCH - CAMBRIDGE
3 CHURCH STREET
CAMBRIDGE,MA02138 		  35,613       GENERAL SUPPORT
(85) FOOD PROJECT - LINCOLN
10 LEWIS STREET
LINCOLN,MA01773 		04-3262532 501C3 8,000       GENERAL SUPPORT
(86) FRANCISCAN HOSPITAL FOR CHILDREN IN
AKA FRANCISCAN CHILDRENS
30 WARREN STREET
BRIGHTON,MA02135 		53-0196617 501C3 15,800       GENERAL SUPPORT
(87) FRANCONIA SKI CLUB
PO BOX 462
FRANCONIA,NH03580 		02-0365446 501C3 20,000       GENERAL SUPPORT
(88) FRIENDS OF MIDDLESEX FELLS RESERVAT
235 WEST FOSTER STREET
MELROSE,MA02176 		22-3278797 501C3 11,876       GENERAL SUPPORT
(89) FRIENDS OF THE MAD RIVER
GENERAL WAIT HOUSE
PO BOX 255
WAITSFIELD,VT05673 		03-0348974 501C3 6,000       GENERAL SUPPORT
(90) FRONT ROW FOUNDATION CORP
PO BOX 15795
RICHMOND,VA23227 		20-3318151 501C3 8,889       GENERAL SUPPORT
(91) GARRISON FOREST SCHOOL INC
300 GARRISON FOREST ROAD
OWINGS MILLS,MD21117 		52-0591516 501C3 101,500       GENERAL SUPPORT
(92) GLOBAL IMPACT
1199 NORTH FAIRFAX STREET STE 300
ALEXANDRIA,VA22314 		52-1273585 501C3 10,000       GENERAL SUPPORT
(93) GLOUCESTER ADVENTURE INC
AKA SCHOONER ADVENTURE
PO BOX 1306
GLOUCESTER,MA019311306 		04-3020719 501C3 29,500       GENERAL SUPPORT
(94) GLOUCESTER CULTURAL & CIVIC CENTER
131 ATLANTIC ROAD
GLOUCESTER,MA01930 		84-4102006 501C3 50,000       GENERAL SUPPORT
(95) GLOUCESTER EDUCATION FOUNDATION
PO BOX 1104
GLOUCESTER,MA01931 		57-1224669 501C3 22,000       GENERAL SUPPORT
(96) GLOUCESTER FUND INC
45 MIDDLE STREET
GLOUCESTER,MA01930 		04-3521016 501C3 25,000       GENERAL SUPPORT
(97) GLOUCESTER HIGH SCHOOL
32 LESLIE O JOHNSON ROAD
GLOUCESTER,MA01930 		  52,500       GENERAL SUPPORT
(98) GLOUCESTER MARINE GENOMICS INSTITUT
417 MAIN STREET
GLOUCESTER,MA01930 		46-3020006 501C3 152,500       GENERAL SUPPORT
(99) GLOUCESTER MARITIME HERITAGE CENTER
23 HARBOR LOOP
GLOUCESTER,MA01930 		04-3480870 501C3 27,000       GENERAL SUPPORT
(100) GLOUCESTER STAGE COMPANY
267 EAST MAIN STREET
GLOUCESTER,MA01930 		04-2485199 501C3 11,000       GENERAL SUPPORT
(101) GOOD HOPE INC
47 GROVE STREET
LYNNFIELD,MA01940 		38-4025461 501C3 8,000       GENERAL SUPPORT
(102) GRACE CENTER INC
PO BOX 135
GLOUCESTER,MA01930 		45-2987540 501C3 10,500       GENERAL SUPPORT
(103) GREATER BOSTON FOOD BANK
70 SOUTH BAY AVENUE
BOSTON,MA02118 		04-2717782 501C3 13,000       GENERAL SUPPORT
(104) GREATER LAWRENCE COMMUNITY ACTION C
305 ESSEX STREET 4TH FLOOR
LAWRENCE,MA01840 		04-2397449 501C3 427,991       GENERAL SUPPORT
(105) GREATER LAWRENCE COMMUNITY BOATING
1 EATON STREET
PO BOX 955
LAWRENCE,MA01840 		04-2671824 501C3 20,000       GENERAL SUPPORT
(106) GREATER LAWRENCE FAMILY HEALTH CENT
ONE GRIFFIN BROOKS DRIVE SUITE 101
METHUEN,MA01844 		04-2708824 501C3 107,000       GENERAL SUPPORT
(107) GREATER LYNN SENIOR SERVICES
8 SILSBEE STREET
LYNN,MA01901 		04-2581129 501C3 30,500       GENERAL SUPPORT
(108) GREENING HAITI FUND
31 LEONARD STREET
GLOUCESTER,MA01930 		81-2492266 501C3 10,000       GENERAL SUPPORT
(109) GROUNDWORK LAWRENCE
50 ISLAND STREET SUITE 101
ENTRANCE B
LAWRENCE,MA01840 		04-3546770 501C3 474,078       GENERAL SUPPORT
(110) GUNSTON SCHOOL
911 GUNSTON ROAD
PO BOX 200
CENTREVILLE,MD21617 		501C3 8,000       GENERAL SUPPORT
(111) HAMILTON-WENHAM FRIENDS OF THE ARTS
PO BOX 198
HAMILTON,MA01936 		27-1399991 501C3 37,371       GENERAL SUPPORT
(112) HARBORLIGHT COMMUNITY PARTNERS
283 ELLIOT STREET
PO BOX 507
BEVERLY,MA01915 		04-2313571 501C3 30,000       GENERAL SUPPORT
(113) HARBORLIGHT-STONERIDGE MONTESSORI S
243 ESSEX STREET
BEVERLY,MA01915 		04-2680395 501C3 59,500       GENERAL SUPPORT
(114) HARVEY GIRLS INC
184 PLEASANT VALLEY STREET
METHUEN,MA01844 		47-3237138 501C3 15,000       GENERAL SUPPORT
(115) HAVEN PROJECT
57 MUNROE STREET
LYNN,MA01901 		45-3797693 501C3 16,000       GENERAL SUPPORT
(116) HEALING ABUSE WORKING FOR CHANGE
27 CONGRESS STREET
SUITE 204
SALEM,MA01970 		04-2655367 501C3 25,000       GENERAL SUPPORT
(117) HEALTH LAW ADVOCATES INC
1 FEDERAL STREET 5TH FLOOR
BOSTON,MA02110 		04-3298116 501C3 40,000       GENERAL SUPPORT
(118) IIO INC
76 TOPSFIELD ROAD
WENHAM,MA01984 		26-0748247 501C3 36,500       GENERAL SUPPORT
(119) IMMIGRANT CITY ARCHIVES INC
AKA LAWRENCE HISTORY CENTER
6 ESSEX STREET
LAWRENCE,MA01840 		04-2651157 501C3 16,500       GENERAL SUPPORT
(120) IPSWICH RIVER WATERSHED ASSOCIATION
PO BOX 576
IPSWICH,MA01938 		04-2615125 501C3 5,848       GENERAL SUPPORT
(121) JEANNE GEIGER CRISIS CENTER
2 HARRIS STREET
NEWBURYPORT,MA01950 		22-2474823 501C3 31,500       GENERAL SUPPORT
(122) JOHN ASHFORD LINK HOUSE INC
MARIS WOMENS CENTER
197 ELM STREET
SALISBURY,MA01952 		04-2498329 501C3 240,250       GENERAL SUPPORT
(123) JUSTICE RESOURCE INSTITUTE INC
160 GOULD STREET SUITE 300
NEEDHAM,MA02494 		04-2526357 501C3 55,000       GENERAL SUPPORT
(124) LANDMARK SCHOOL
429 HALE STREET
PO BOX 227
PRIDES CROSSING,MA01965 		04-2429311 501C3 20,000       GENERAL SUPPORT
(125) LATINO LEADERSHIP COALITION INC
30 BOARDMAN STREET
SALEM,MA01970 		82-2121389 501C3 8,000       GENERAL SUPPORT
(126) LATINO SUPPORT NETWORK
140 UNION ST STE 203 205
LYNN,MA01901 		47-1869515 501C3 10,000       GENERAL SUPPORT
(127) LAWRENCE BOYS & GIRLS CLUB INC
136 WATER STREET
LAWRENCE,MA018414722 		04-2104377 501C3 10,000       GENERAL SUPPORT
(128) LAWRENCE COMMUNITY WORKS INC
ATTN ACCOUNTS RECEIVABLE
168 NEWBURY STREET
LAWRENCE,MA01841 		04-2982308 501C3 34,500       GENERAL SUPPORT
(129) LAWRENCE FAMILY DEVELOPMENT AND EDU
34 WEST STREET
LAWRENCE,MA01841 		04-3177142 501C3 21,000       GENERAL SUPPORT
(130) LAWRENCE GENERAL HOSPITAL
ONE GENERAL STREET
PO BOX 189
LAWRENCE,MA018420389 		04-2103586 501C3 85,500       GENERAL SUPPORT
(131) LAWRENCE PARTNERSHIP
C/O NECC
420 COMMON STREET
LAWRENCE,MA01840 		47-1019447 501C3 2,367,132       GENERAL SUPPORT
(132) LAZARUS HOUSE INC
412 HAMPSHIRE STREET
PO BOX 408
LAWRENCE,MA01841 		04-2755382 501C3 52,500       GENERAL SUPPORT
(133) LOWELL COMMUNITY LOAN FUND INC
DBA MILL CITY COMMUNITY INVESTMENT
50 ISLAND STREET SUITE 103
LAWRENCE,MA01840 		04-3571892 501C3 1,817,275       GENERAL SUPPORT
(134) LYNN COMMUNITY HEALTH INC
269 UNION STREET
PO BOX 526
LYNN,MA01901 		04-2525066 501C3 128,000       GENERAL SUPPORT
(135) LYNN ECONOMIC OPPORTUNITY INC
156 BROAD STREET
LYNN,MA01901 		04-2378885 501C3 642,900       GENERAL SUPPORT
(136) LYNN HOUSING AUTHORITY DEVELOPMENT
10 CHURCH STREET
LYNN,MA01902 		54-2084084 501C3 15,000       GENERAL SUPPORT
(137) LYNN SHELTER ASSOCIATION
100 WILLOW STREET
LYNN,MA019011100 		22-2603594 501C3 10,500       GENERAL SUPPORT
(138) MAINE COAST HERITAGE TRUST
1 BOWDOIN MILL IS STE 201
TOPSHAM,ME040869800 		23-7099105 501C3 45,000       GENERAL SUPPORT
(139) MAINE COMMUNITY FOUNDATION
245 MAIN STREET
ELLSWORTH,ME046051613 		01-0391479 501C3 65,616       GENERAL SUPPORT
(140) MAP INTERNATIONAL
4700 GLYNCO PKWY
BRUNSWICK,GA31525 		36-2586390 501C3 8,000       GENERAL SUPPORT
(141) MARION INSTITUTE
202 SPRING STREET
MARION,MA02738 		04-3206583 501C3 6,000       GENERAL SUPPORT
(142) MASSACHUSETTS AUDUBON SOCIETY INC
IPSWICH RIVER WILDLIFE SANCTUARY
87 PERKINS ROW
TOPSFIELD,MA019831922 		04-2104702 501C3 6,657       GENERAL SUPPORT
(143) MASSACHUSETTS BAIL FUND INC
2161 MASSACHUSETTS AVENUE
CAMBRIDGE,MA02140 		82-4924766 501C3 22,000       GENERAL SUPPORT
(144) MASSACHUSETTS COALITION FOR THE HOM
73 BUFFUM STREET
LYNN,MA01902 		22-2599662 501C3 17,000       GENERAL SUPPORT
(145) MASSACHUSETTS INSTITUTE OF TECHNOLO
MARTIN TRUST CENTER FOR MIT ENTREPR
1 AMHERST STREET E40-160
CAMBRIDGE,MA02142 		04-2103594 501C3 50,000       GENERAL SUPPORT
(146) MERRIMACK VALLEY HABITAT FOR HUMANI
60 ISLAND STREET 2ND FL EAST
LAWRENCE,MA01840 		22-2672831 501C3 9,500       GENERAL SUPPORT
(147) MERRIMACK VALLEY PLANNING COMMISSIO
160 MAIN STREET
HAVERHILL,MA01830 		04-3210256 501C3 150,000       GENERAL SUPPORT
(148) MERRIMACK VALLEY YMCA - ADMINISTRAT
360 MERRIMACK ST STE 270
4TH FLOOR
LAWRENCE,MA01843 		04-2104378 501C3 55,500       GENERAL SUPPORT
(149) METHUEN ARLINGTON NEIGHBORHOOD INC
141 TENNEY STREET
PO BOX 715
METHUEN,MA018443810 		04-3265830 501C3 17,500       GENERAL SUPPORT
(150) METRO NORTH REGIONAL EMPLOYMENT BOA
186 ALEWIFE BROOK PKWY STE 216
CAMBRIDGE,MA02138 		04-3279555 501C3 10,000       GENERAL SUPPORT
(151) MILLION DOLLAR ROUND TABLE FOUNDATI
325 W TOUHY AVENUE
PARK RIDGE,IL60068 		36-6080766 501C3 15,660       GENERAL SUPPORT
(152) MILTON ACADEMY
170 CENTRE STREET
MILTON,MA02186 		04-2103603 501C3 50,000       GENERAL SUPPORT
(153) MINISTERIO LOS MILAGROS DE JESUS IN
AKA FOOD FOR THE WORLD
468 NORTH CANAL ST STE B5
LAWRENCE,MA01841 		04-3290504 501C3 8,000       GENERAL SUPPORT
(154) MONTSERRAT COLLEGE OF ART
23 ESSEX STREET
BEVERLY,MA01915 		52-1859814 501C3 68,000       GENERAL SUPPORT
(155) MOON BALLOON PROJECT INC BUILDING
23 CEDAR STREET
HINGHAM,MA02043 		20-1524202 501C3 34,000       GENERAL SUPPORT
(156) MOORE BOOKS INC
463 LINCOLN PLACE NO 220
BROOKLYN,NY112386201 		47-4058171 501C3 15,000       GENERAL SUPPORT
(157) MOSES BROWN SCHOOL
250 LLOYD AVENUE
PROVIDENCE,RI02906 		05-0393999 501C3 26,000       GENERAL SUPPORT
(158) MY BROTHER'S TABLE
98 WILLOW STREET
LYNN,MA01901 		04-2794047 501C3 56,500       GENERAL SUPPORT
(159) NATIONAL RESOURCES DEFENSE COUNCIL
40 W 20TH ST
NEW YORK,NY10011 		13-2654926 501C3 10,000       GENERAL SUPPORT
(160) NEIGHBORS IN NEED
276 ESSEX STREET
PO BOX 447
LAWRENCE,MA01842 		22-2481699 501C3 43,600       GENERAL SUPPORT
(161) NEW AMERICAN ASSOCIATION OF MASSACH
AKA RCAM
330 LYNNWAY SUITE 302
LYNN,MA01901 		04-3102943 501C3 10,000       GENERAL SUPPORT
(162) NEW VENTURE FUND
1201 CONNECTICUT AVENUE NW SUITE 3
WASHINGTON,DC20036 		20-5806345 501C3 25,000       GENERAL SUPPORT
(163) NORTH SHORE COMMUNITY ACTION PROGRA
119 REAR FOSTER STREET BLDG 13
PEABODY,MA019605553 		04-2385280 501C3 289,560       GENERAL SUPPORT
(164) NORTH SHORE COMMUNITY COLLEGE
1 FERNCROFT ROAD
DANVERS,MA019230840 		22-2485476 501C3 456,750       GENERAL SUPPORT
(165) NORTH SHORE COMMUNITY COLLEGE FOUND
1 FERNCROFT ROAD
DANVERS,MA01923 		22-2485476 501C3 31,000       GENERAL SUPPORT
(166) NORTH SHORE COMMUNITY DEVELOPMENT C
96 LAFAYETTE STREET
SALEM,MA01970 		04-2686893 501C3 10,000       GENERAL SUPPORT
(167) NORTH SHORE COMMUNITY HEALTH INC
47 CONGRESS STREET
SALEM,MA01970 		04-2610447 501C3 80,000       GENERAL SUPPORT
(168) NORTH SHORE HEALTH PROJECT INC
5 CENTER STREET
GLOUCESTER,MA01930 		22-2978638 501C3 10,000       GENERAL SUPPORT
(169) NORTH SHORE WORKERS COMMUNITY FUND
112 EXCHANGE STREET
LYNN,MA01901 		38-3851441 501C3 92,000       GENERAL SUPPORT
(170) NORTHEAST ARC
1 SOUTHSIDE ROAD
DANVERS,MA019231973 		04-2232416 501C3 60,250       GENERAL SUPPORT
(171) NORTHEAST BEHAVIORAL HEALTH CORPORA
AKABETH ISRAEL LAHEY HEALTH BEHAVI
199 ROSEWOOD DRIVE STE 250
DANVERS,MA01923 		04-2777145 501C3 35,000       GENERAL SUPPORT
(172) NORTHEAST LEGAL AID INC
50 ISLAND STREET STE 203A
LAWRENCE,MA01840 		23-7381007 501C3 25,000       GENERAL SUPPORT
(173) NORTHEAST WILDERNESS TRUST
17 STATE STREET SUITE 302
MONTPELIER,VT05602 		01-0729039 501C3 7,000       GENERAL SUPPORT
(174) NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVENUE
BOSTON,MA02115 		04-1679980 501C3 5,497       GENERAL SUPPORT
(175) NORTHERN ESSEX COMMUNITY COLLEGE
45 FRANKLIN STREET
LAWRENCE,MA01841 		  9,800       GENERAL SUPPORT
(176) NORTHERN ESSEX COMMUNITY COLLEGE FO
100 ELLIOTT STREET
HAVERHILL,MA01830 		04-2759634 501C3 107,500       GENERAL SUPPORT
(177) NOTRE DAME CRISTO REY HIGH SCHOOL
303 HAVERHILL STREET
LAWRENCE,MA01840 		02-0296284 501C3 10,500       GENERAL SUPPORT
(178) OPEN DOOR CAPE ANN FOOD PANTRY INC
28 EMERSON AVENUE
GLOUCESTER,MA019302555 		22-2513482 501C3 222,100       GENERAL SUPPORT
(179) OPEN HEARTS MINISTRIES
217 MAIN STREET
HAVERHILL,MA01830 		55-0881163 501C3 7,500       GENERAL SUPPORT
(180) OUR NEIGHBOR'S TABLE
145 MAIN ST
PO BOX 592
AMESBURY,MA01913 		04-3153941 501C3 26,000       GENERAL SUPPORT
(181) PARENTS HELPING PARENTS - THE ROUND
108 WATER STREET
WATERTOWN,MA02474 		04-2657321 501C3 25,000       GENERAL SUPPORT
(182) PARTNERS IN DEVELOPMENT INC
174 HIGH STREET SUITE 106
IPSWICH,MA019380009 		22-2536583 501C3 10,000       GENERAL SUPPORT
(183) PATHWAYS FOR CHILDREN
29 EMERSON AVENUE
GLOUCESTER,MA019302660 		04-2694002 501C3 50,000       GENERAL SUPPORT
(184) PEABODY ESSEX MUSEUM
MR BRIAN KENNEDY
161 ESSEX STREET
SALEM,MA01970 		04-3157815 501C3 218,000       GENERAL SUPPORT
(185) PETER & ELIZABETH C TOWER FOUNDATIO
2351 NORTH FOREST ROAD SUITE 106
GETZVILLE,NY140681225 		16-6350753 501C3 100,000       GENERAL SUPPORT
(186) PETTENGILL HOUSE
13 LAFAYETTE RD
PO BOX 5551
SALISBURY,MA019520551 		04-3287827 501C3 15,000       GENERAL SUPPORT
(187) PHILLIPS ACADEMY
180 MAIN STREET
ANDOVER,MA01810 		04-2103579 501C3 20,100       GENERAL SUPPORT
(188) PHILLIPS EXETER ACADEMY
20 MAIN STREET
EXETER,NH038332460 		04-2103579 501C3 10,000       GENERAL SUPPORT
(189) PINGREE SCHOOL INC
537 HIGHLAND STREET
SOUTH HAMILTON,MA01982 		04-2279977 501C3 41,500       GENERAL SUPPORT
(190) PLANNED PARENTHOOD OF NORTHERN NEW
784 HERCULES DR SUITE 110
COLCHESTER,VT05446 		03-0222941 501C3 7,500       GENERAL SUPPORT
(191) PLUMMER YOUTH PROMISE
37 WINTER ISLAND ROAD
SALEM,MA01970 		04-2104844 501C3 36,500       GENERAL SUPPORT
(192) POLICE ASSISTED ADDICTION AND RECOV
186 MAIN STREET STE 34
GLOUCESTER,MA01930 		47-4235159 501C3 60,000       GENERAL SUPPORT
(193) PRESIDENT & TRUSTEES OF COLBY COLLE
4120 MAYFLOWER HILL DRIVE
WATERVILLE,ME049018841 		01-0211497 501C3 20,750       GENERAL SUPPORT
(194) PRESIDENT AND FELLOWS OF HARVARD CO
86 BRATTLE STREET
CAMBRIDGE,MA02138 		04-2103580 501C3 69,750       GENERAL SUPPORT
(195) PROCTOR ACADEMY
PO BOX 500
ANDOVER,NH03216 		02-0222179 501C3 12,000       GENERAL SUPPORT
(196) PROVIDENCE COLLEGE
1 CUNNINGHAM SQUARE
PROVIDENCE,RI02918 		05-0258932 501C3 7,750       GENERAL SUPPORT
(197) PROVIDENCE COUNTRY DAY SCHOOL
660 WATERMAN AVENUE
EAST PROVIDENCE,RI029141724 		05-0258934 501C3 35,000       GENERAL SUPPORT
(198) PSYCHOLOGICAL CENTER INC
11 UNION STREET
LAWRENCE,MA01840 		23-7185825 501C3 18,000       GENERAL SUPPORT
(199) RANGRIG YESHE INC
8874 LOVERS LANE ROAD
CORFU,NY14036 		04-3054841 501C3 29,900       GENERAL SUPPORT
(200) RAW ART WORKS
37 CENTRAL SQUARE 2ND FLOOR
LYNN,MA01901 		22-2854850 501C3 32,000       GENERAL SUPPORT
(201) ROBERT F KENNEDY CHILDRENS ACTION C
40 COURT STREET SUITE 410
BOSTON,MA02108 		04-2457298 501C3 30,000       GENERAL SUPPORT
(202) ROCA INC
101 PARK ST
CHELSEA,MA02150 		22-3223641 501C3 10,000       GENERAL SUPPORT
(203) ROCKPORT MUSIC
16 MAIN STREET
ROCKPORT,MA01966 		22-2479696 501C3 21,500       GENERAL SUPPORT
(204) ROCKY NECK ART COLONY INC
6 WONSON STREET
GLOUCESTER,MA019304183 		04-2795273 501C3 56,500       GENERAL SUPPORT
(205) ROOT NS INC
SHETLAND PARK
35 CONGRESS STREET SUITE 2350
SALEM,MA01970 		47-5454938 501C3 146,250       GENERAL SUPPORT
(206) ROZALIA PROJECT
PO BOX 75
GRANVILLE,VT05747 		27-2274099 501C3 6,000       GENERAL SUPPORT
(207) SAIL NEWPORT INC
72 FORT ADAMS DRIVE
NEWPORT,RI02840 		22-2560625 501C3 10,000       GENERAL SUPPORT
(208) SALEM MISSION INC
AKA LIFEBRIDGE
56 MARGIN STREET
SALEM,MA01970 		20-4539306 501C3 68,000       GENERAL SUPPORT
(209) SALEM STATE UNIVERSITY
352 LAFAYETTE STREET
SALEM,MA01970 		04-2620632 501C3 17,750       GENERAL SUPPORT
(210) SALVATION ARMY
395 MAIN STREET
HAVERHILL,MA01830 		13-2923701 501C3 18,000       GENERAL SUPPORT
(211) SENIORCARE INC
49 BLACKBURN CENTER
GLOUCESTER,MA01930 		04-2512171 501C3 45,500       GENERAL SUPPORT
(212) SHARE OUR STRENGTH INC
1030 15TH ST NW SUITE 1100 W
WASHINGTON,DC20005 		52-1367538 501C3 15,000       GENERAL SUPPORT
(213) SHARING FOUNDATION
PO BOX 600
CONCORD,MA01742 		01-0518534 501C3 21,100       GENERAL SUPPORT
(214) SI SE PUEDE INC
131 MAIN STREET
PO BOX 53
NORTH ANDOVER,MA01845 		22-2632181 501C3 11,000       GENERAL SUPPORT
(215) SIMMONS UNIVERSITY
300 THE FENWAY
BOSTON,MA02115 		04-2103629 501C3 7,100       GENERAL SUPPORT
(216) SOMERVILLE COUNCIL PTA
37 WILLOW AVENUE
SOMERVILLE,MA02144 		04-6053746 501C3 6,750       GENERAL SUPPORT
(217) SOUTH CHURCH IN ANDOVER
41 CENTRAL STREET
ANDOVER,MA01810 		  14,500       GENERAL SUPPORT
(218) SOUTH SHORE TRANSFORMATION
BROOK RETREAT
55 BROOK STREET
PLYMPTON,MA02367 		47-1408681 501C3 7,500       GENERAL SUPPORT
(219) SOUTHERN COALITION FOR SOCIAL JUSTI
1415 WEST NC HIGHWAY 54 SUITE 101
DURHAM,NC27707 		26-0688375 501C3 25,000       GENERAL SUPPORT
(220) SPECTRUM HEALTH SYSTEMS INC
10 MECHANIC ST STE 302
WORCESTER,MA01608 		04-2478978 501C3 10,000       GENERAL SUPPORT
(221) SPUR
PO BOX 1274
MARBLEHEAD,MA01945 		47-2014980 501C3 10,000       GENERAL SUPPORT
(222) ST MARKS SCHOOL OF SOUTHBOROUGH INC
ADVANCEMENT OFFICE
25 MARLBORO ROAD
SOUTHBOROH,MA01772 		04-2103623 501C3 53,000       GENERAL SUPPORT
(223) ST CECILIA PAISH BOSTON
18 BELVIDERE STREET
BOSTON,MA02115 		  10,000       GENERAL SUPPORT
(224) ST JOHN'S PREPARATORY SCHOOL
72 SPRING STREET
DANVERS,MA01923 		  7,000       GENERAL SUPPORT
(225) ST PAUL'S CHURCH
166 HIGH STREET
NEWBURYPORT,MA01950 		  14,000       GENERAL SUPPORT
(226) ST PETERS FIESTA INC
PO BOX 3105
GLOUCESTER,MA01931 		22-2770630 501C3 15,000       GENERAL SUPPORT
(227) STONEHILL COLLEGE
320 WASHINGTON ST
EASTON,MA023575510 		04-2104229 501C3 5,500       GENERAL SUPPORT
(228) SUENOS BASKETBALL
2 LINDEN STREET
ANDOVER,MA01841 		47-4540840 501C3 6,000       GENERAL SUPPORT
(229) SUSTAINABLE CAPE-CENTER FOR AGRICUL
PO BOX 1004 8 TRURO CENTER ROAD
TRURO,MA02666 		45-2029981 501C3 9,500       GENERAL SUPPORT
(230) THE SALEM PANTRY
PO BOX 295
SALEM,MA01970 		20-1691756 501C3 22,000       GENERAL SUPPORT
(231) THREE SISTERS GARDEN PROJECT INC
10 JEFFERYS NECK ROAD
IPSWICH,MA01938 		82-5144854 501C3 13,600       GENERAL SUPPORT
(232) TIMANOUS FOUNDATION
23 PAWSON ROAD
BRANFORD,CT06405 		35-2580434 501C3 6,500       GENERAL SUPPORT
(233) TOWN OF GEORGETOWN
COUNCIL ON AGING
51 NORTH STREET
GEORGETOWN,MA01833 		  15,000       GENERAL SUPPORT
(234) TOWN OF MIDDLETON MA
ATTN MIDDLETON FOOD PANTRY
PO BOX 855
MIDDLETON,MA01949 		  6,000       GENERAL SUPPORT
(235) TOXICS ACTION CENTER INC
294 WASHINGTON STREET SUITE 500
BOSTON,MA02108 		04-3211693 501C3 15,000       GENERAL SUPPORT
(236) TRIANGLE INC
BOSTON OFFICE
89 SOUTH STREET SUITE 405
BOSTON,MA02111 		04-2486905 501C3 13,500       GENERAL SUPPORT
(237) TRINITY COLLEGE
300 SUMMIT STREET
HARTFORD,CT061063100 		06-0646927 501C3 8,000       GENERAL SUPPORT
(238) TRUSTEES OF RESERVATIONS
200 HIGH STREET 4TH FLOOR
BOSTON,MA02110 		04-2105780 501C3 79,500       GENERAL SUPPORT
(239) TUFTS MEDICAL CENTER REID R SACCO
800 WASHINGTON STREET
AP BOX 1012
BOSTON,MA02111 		04-2810022 501C3 131,000       GENERAL SUPPORT
(240) TUFTS UNIVERSITY
DOWLING HALL
419 BOSTON AVENUE
MEDFORD,MA02155 		04-2103634 501C3 14,899       GENERAL SUPPORT
(241) UNITARIAN UNIVERSALIST SOCIETY OF R
4 CLEAVES STREET
ROCKPORT,MA019661521 		04-6078892 501C3 10,000       GENERAL SUPPORT
(242) UNITED WAY OF MASSACHUSETTS BAY AND
51 SLEEPER STREET
BOSTON,MA02210 		04-2382233 501C3 11,000       GENERAL SUPPORT
(243) UNIVERSITY OF MASSACHUSETTS AMHERST
243 WHITMORE BUILDING
181 PRESIDENT DRIVE
AMHERST,MA01003 		54-2084125 501C3 58,041       GENERAL SUPPORT
(244) UNIVERSITY OF MASSACHUSETTS LOWELL
STUDENT FINANCIAL SERVICES
220 PAWTUCKET STREET M30
LOWELL,MA018542874 		501C3 22,600       GENERAL SUPPORT
(245) UNIVERSITY OF NEW HAMPSHIRE
STOKE HALL 11 GARRISON AVENUE
DURHAM,NH03824 		02-0437506 501C3 9,500       GENERAL SUPPORT
(246) UNIVERSITY OF NOTRE DAME DU LAC
115 MAIN BUILDING
NOTRE DAME,IN46556 		35-0868188 501C3 6,300       GENERAL SUPPORT
(247) UTEC INC
15 WARREN STREET 3
LOWELL,MA01852 		38-3669532 501C3 15,200       GENERAL SUPPORT
(248) VERMONT NATURAL RESOURCES COUNCIL I
9 BAILEY AVENUE
MONTPELIER,VT05602 		03-0223731 501C3 6,000       GENERAL SUPPORT
(249) VNA CARE NETWORK INC
199 ROSEWOOD DRIVE SUITE 180
DANVERS,MA01923 		04-2103825 501C3 20,253       GENERAL SUPPORT
(250) VOTER CHOICE EDUCATION FUND INC
44 TEMPLE PLACE FLOOR 5
BOSTON,MA02111 		81-4563577 501C3 7,600       GENERAL SUPPORT
(251) WALDORF SCHOOL AT MORAINE FARM
701 CABOT STREET
BEVERLY,MA01915 		04-2861201 501C3 134,900       GENERAL SUPPORT
(252) WALKER SCHOOL
1968 CENTRAL AVENUE
NEEDHAM,MA02492 		04-2171186 501C3 10,000       GENERAL SUPPORT
(253) WELCOME IMMIGRANT NETWORK
15 WARREN STREET
PEABODY,MA01960 		82-5500713 501C3 8,000       GENERAL SUPPORT
(254) WELLSPRING HOUSE INC
302 ESSEX AVENUE
GLOUCESTER,MA01930 		04-2735048 501C3 112,575       GENERAL SUPPORT
(255) WOODS HOLE RESEARCH CENTER
149 WOODS HOLE ROAD
FALMOUTH,MA025401644 		04-3005094 501C3 22,500       GENERAL SUPPORT
(256) YMCA OF METRO NORTH
2 CENTENNIAL DRIVE SUITE 4A
PEABODY,MA01960 		04-2105883 501C3 47,000       GENERAL SUPPORT
(257) YMCA OF THE NORTH SHORE INC
THE CUMMINGS CENTER
BUILDING 200 SUITE 173D
BEVERLY,MA01915 		04-2104913 501C3 298,310       GENERAL SUPPORT
(258) YOUTH DEVELOPMENT ORGANIZATION INC
15 UNION STREET 563
LAWRENCE,MA01840 		04-3571721 501C3 16,500       GENERAL SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
239
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
19
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
SCHEDULE I, PAGE 1, PART I, LINE 2 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
Schedule I (Form 990) 2019



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
ESSEX COUNTY COMMUNITY FOUNDATION
 
Employer identification number

04-3407816
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
Yes
 
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1STRATTON LLOYD
COO 		(i)

(ii)		 133,587
-------------
  		 
-------------
  		 
-------------
  		4,342
-------------
  		23,300
-------------
  		161,229
-------------
  		 
-------------
 
2BETH FRANCIS
PRESIDENT AND CEO 		(i)

(ii)		 177,308
-------------
  		 
-------------
  		 
-------------
  		4,927
-------------
  		 
-------------
  		182,235
-------------
  		 
-------------
 
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
SCHEDULE J, PAGE 1, 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.
SCHEDULE J, PAGE 1, PART I, LINE 5A THE PRESIDENT RECEIVES A BONUS BASED ON MEETING CERTAIN ORGANIZATIONAL GOALS.
Schedule J (Form 990) 2019

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
ESSEX COUNTY COMMUNITY FOUNDATION
 
Employer identification number

04-3407816
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 25 3,909,307 QUOTED MARKET PRICE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2019)
Schedule M (Form 990) (2019)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M (Form 990) (2019)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
ESSEX COUNTY COMMUNITY FOUNDATION
 
Employer identification number

04-3407816
Return Reference Explanation
FORM 990 - ORGANIZATION'S MISSION TO INSPIRE PHILANTHROPY THAT STRENGTHENS THE 34 CITIES AND TOWNS OF ESSEX COUNTY. THIS WORK IS ACHEIVED BY MANAGING DONORS' CHARITABLE FUNDS, STRENGTHENING AND SUPPORTING NONPROFITS AND STUDENTS WITH GRANTS AND RESOURCES, AND BRININGING PEOPLE TOGETHER IN COMMUNITY LEADERSHIP WORK THAT EFFECTS CHANGE IN ESSEX COUNTY.
FORM 990, PAGE 6, PART VI, LINE 11B THE CFO REVIEWS THE RETURN AND 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 AND FILED.
FORM 990, PAGE 6, PART VI, 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, PAGE 6, PART VI, LINE 15A THE BOARD OF TRUSTEES APPROVES THE PRESIDENT'S COMPENSATION USING EXTERNAL STUDIES FOR GUIDANCE. NO OTHER OFFICERS RECEIVED COMPENSATION FOR FY20.
FORM 990, PAGE 6, PART VI, LINE 19 PUBLISHED ON THE ORGANIZATION WEBSITE OR DOCUMENTS AVAILABLE UPON REQUEST
FORM 990, PART XI, LINE 9 NET DISTRIBUTIONS TO AGENCY ENDOWMENT FUNDS 1,079,628
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
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SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
ESSEX COUNTY COMMUNITY FOUNDATION
 
Employer identification number

04-3407816
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) ECCF REAL ESTATE LLC
175 ANDOVER STREET
DANVERS,MA01923
 REAL ESTAT MA     ESSEX COUN
 










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
 
e Loans or loan guarantees by related organization(s) ............................
1e
 
 
f Dividends from related organization(s) ............................
1f
 
 
g Sale of assets to related organization(s) ............................
1g
 
 
h Purchase of assets from related organization(s) ............................
1h
 
 
i Exchange of assets with related organization(s) ............................
1i
 
 
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
 
o Sharing of paid employees with related organization(s) ............................
1o
 
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
 
s Other transfer of cash or property from related organization(s) ............................
1s
 
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2019

Additional Data


Software ID:  
Software Version: