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Nonprofit · EIN 04-3401997

GREATER LOWELL COMMUNITY FOUNDATION INC

Tax-exempt · LOWELL, MA 01852

Financials

$8.5M$7.2M2023$7.6M$6.5M2024$8.8M$7.4M2025
Revenue Expenses · by fiscal year end
Financials of GREATER LOWELL COMMUNITY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$8,814,269$7,354,074$1,460,195$75,199,784$13,368,511$61,831,273
December 31, 2024990$7,589,018$6,474,219$1,114,799$69,957,157$12,305,792$57,651,365
December 31, 2023990$8,510,011$7,200,108$1,309,903$61,872,454$11,087,351$50,785,103
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$6,195,661
of which government grants
$686,964
Program service revenue
$0
Investment income
$2,616,338
Net gain from sales of assets
$1,430,548
Net income from fundraising events
$2,270
Other revenue
$2,270

Expenses

Grants and similar amounts paid
$4,554,821
Compensation of officers, directors and key employees
$210,353
Other salaries and wages
$748,274
Salaries, compensation and benefits (total)
$1,161,341
Professional fundraising fees
$0
Accounting fees
$40,250
Occupancy
$62,756
Travel
$12,739
Depreciation
$2,720
Program services (functional)
$6,652,758
Management and general (functional)
$349,939
Fundraising (functional)
$351,377

Balance sheet and other

Total assets, start of year
$69,957,157
Total assets, end of year
$75,199,784
Total liabilities, end of year
$13,368,511
Net assets, end of year
$61,831,273
Land, buildings and equipment
$7,079
Publicly traded securities
$70,520,699
Net assets without donor restrictions
$53,405,846
Net assets with donor restrictions
$8,425,427
Gross receipts
$22,977,442
Employees
10
Volunteers
112
Year formed
1997
State of legal domicile
MA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
James F LinnehanPresident/CEO
Officer
40$202,136$8,217
Howard AmidonVP of Philanthropy
Highest-paid employee
40$129,181$34,489
Jennifer AradhyaVP for Marketing
Highest-paid employee
40$149,081$6,597
Janinne NoccoController
Highest-paid employee
40$120,770$7,088
Chester SzablakBoard Chair
Trustee or director, Officer
5$0$0
Karen FrederickVice Chair
Trustee or director, Officer
5$0$0
Michael R KingTreasurer
Trustee or director, Officer
5$0$0
Charles H Comtois CPAAssistant Treasurer
Trustee or director, Officer
5$0$0
Dorothy Chen-Courtin PhDClerk
Trustee or director, Officer
5$0$0
Atty Andrea S BatchelderDirector
Trustee or director
5$0$0
Susanne BeatonDirector
Trustee or director
5$0$0
Yun-Ju ChoiDirector
Trustee or director
5$0$0
Stepanie CroninDirector
Trustee or director
5$0$0
David DaleyDirector
Trustee or director
5$0$0
Eric P HealyDirector
Trustee or director
5$0$0
10 more people on this return
NameTitleHours / weekCompensation
Patti MasonDirector
Trustee or director
5$0
Glen MelloDirector
Trustee or director
5$0
Diana NguyenDirector
Trustee or director
5$0
Shiela OchDirector
Trustee or director
5$0
JuanCarlos RiveraDirector
Trustee or director
5$0
Brian J StaffordDirector
Trustee or director
5$0
Jay StephensDirector
Trustee or director
5$0
Cherrice LattimoreDirector
Trustee or director
5$0
Ben K JamesDirector
Trustee or director
5$0
Andrew MaceyDirector
Trustee or director
5$0
990 for the year ended December 31, 2024: 26 people
NameTitleHours / weekCompensationOther / benefits
JAMES F LINNEHANPRESIDENT/CE
Officer
40$191,603$7,803
JENNIFER ARADHYAVP FOR MARKE
Highest-paid employee
40$141,247$9,372
HOWARD AMIDONVP OF PHILAN
Highest-paid employee
40$123,300$26,517
JANINNE NOCCOCONTROLLER
Highest-paid employee
40$107,482$16,187
CHESTER SZABLAKBOARD CHAIR
Trustee or director, Officer
5$0$0
KAREN FREDERICKVICE CHAIR
Trustee or director, Officer
5$0$0
MICHAEL R KINGTREASURER
Trustee or director, Officer
5$0$0
CHARLES H COMTOIS CPAASSISTANT TR
Trustee or director, Officer
5$0$0
DOROTHY CHEN-COURTIN PHDCLERK
Trustee or director, Officer
5$0$0
ATTY ANDREA S BATCHELDERDIRECTOR
Trustee or director
5$0$0
SUSANNE BEATONDIRECTOR
Trustee or director
5$0$0
BRIAN L CHAPMANDIRECTOR
Trustee or director
5$0$0
JOHN P CHEMALYDIRECTOR
Trustee or director
5$0$0
YUN-JU CHOIDIRECTOR
Trustee or director
5$0$0
STEPANIE CRONINDIRECTOR
Trustee or director
5$0$0
DAVID DALEYDIRECTOR
Trustee or director
5$0$0
DANIEL DONAHUEDIRECTOR
Trustee or director
5$0$0
ERIC P HEALYDIRECTOR
Trustee or director
5$0$0
ANDREW MACYDIRECTOR
Trustee or director
5$0$0
PATTU MASONDIRECTOR
Trustee or director
5$0$0
GLEN MELLODIRECTOR
Trustee or director
5$0$0
DIANA NGUYENDIRECTOR
Trustee or director
5$0$0
SHIELA OCHDIRECTOR
Trustee or director
5$0$0
JUANCARLOS RIVERADIRECTOR
Trustee or director
5$0$0
BRIAN J STAFFORDDIRECTOR
Trustee or director
5$0$0
JAY STEPHENSDIRECTOR
Trustee or director
5$0$0
990 for the year ended December 31, 2023: 28 people
NameTitleHours / weekCompensationOther / benefits
JAMES F LINNEHAN JR ESQPRESIDENT &
Officer
40$181,048$4,867
HOWARD H AMIDONVP FOR PHILA
Highest-paid employee
40$116,958$24,447
JENNIFER ARADHYAVP OF MARKET
Highest-paid employee
40$134,586$3,665
ATTY ANDREA S BATCHELDERDIRECTOR
Trustee or director
5$0$0
SUSANNE BEATONDIRECTOR
Trustee or director
5$0$0
BRIAN J STAFFORD CPADIRECTOR
Trustee or director
5$0$0
CHARLES H COMTOIS CPAASSISTANT TR
Trustee or director, Officer
5$0$0
JAY STEPHENS CPADIRECTOR
Trustee or director
5$0$0
BRIAN L CHAPMANDIRECTOR
Trustee or director
5$0$0
JOHN P CHEMALYDIRECTOR
Trustee or director
5$0$0
YUN-JU CHOIDIRECTOR
Trustee or director
5$0$0
ATTY MATTHEW C DONAHUEDIRECTOR
Trustee or director
5$0$0
KAREN FREDERICKVICE CHAIR
Trustee or director, Officer
5$0$0
ERIC P HEALYDIRECTOR
Trustee or director
5$0$0
JAMES C SHANNON IIIDIRECTOR
Trustee or director
5$0$0
STEVEN JONCASDIRECTOR
Trustee or director
5$0$0
MICHAEL R KINGTREASURER
Trustee or director, Officer
5$0$0
BEN KJAMESDIRECTOR
Trustee or director
5$0$0
LIANNA KUSHIDIRECTOR
Trustee or director
5$0$0
ANDREW S MACEYDIRECTOR
Trustee or director
5$0$0
PATTI MASONDIRECTOR
Trustee or director
5$0$0
GLENN MELLODIRECTOR
Trustee or director
5$0$0
SHEILA OCHDIRECTOR
Trustee or director
5$0$0
DOROTHY CHEN-COURTIN PHDCLERK
Trustee or director, Officer
5$0$0
JUANCARLOS RIVERADIRECTOR
Trustee or director
5$0$0
RYAN SWARTZDIRECTOR
Trustee or director
5$0$0
CHESTER SZABLAKBOARD CHAIR
Trustee or director, Officer
5$0$0
NIKI TSONGASDIRECTOR
Trustee or director
5$0$0

Address and contacts

Address (IRS master file)
100 MERRIMACK ST STE 202, LOWELL, MA 01852-1707
In care of
% JANINE NOCCO
Principal officer (990 for 2025)
Chester Szablak, 100 Merrimack Street, Lowell, MA 01852
Signed the 990
Chester Szablak, Board Chair
Phone
(978) 970-1600
Return prepared by
Grassi Advisory Group Inc

Mission

THE MISSION OF THE GREATER LOWELL COMMUNITY FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE IN THE AREA. THE FOUNDATION IS A COMMUNITY RESOURCE, WHICH ATTRACTS FUNDS, DISTRIBUTES GRANTS, AND SERVES AS A CATALYST AND LEADER AMONG FUNDERS, AGENCIES AND INDIVIDUALS TO ADDRESS IDENTIFIED AND EMERGENT NEEDS. THE COMMUNITY FOUNDATION IS A PROFESSIONAL, COMPASSIONATE STEWARD OF DONOR FUNDS AND BUILDS UPON THE CREATIVE VISION OF ITS FOUNDERS AND THE COMMUNITY. IT PROMOTES AND ENCOURAGES THE ROLE OF PHILANTHROPY IN IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES IT SERVES.

990 for the year ended December 31, 2025

Program accomplishments

  • DISTRIBUTING GRANTS TO LOCAL NON-PROFIT AGENCIES AND SCHOLARSHIPS TO AREA STUDENTS IN ACCORDANCE WITH OUR MISSION TO IMPROVE THE QUALITY OF LIFE IN THE GREATER LOWELL COMMUNITY.
    Expenses $6,652,758 · grants $4,554,821

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
04-3401997
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1998
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$75,199,784
Income (IRS master file)
$22,977,442

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$8,814,269$7,354,074$75,199,784IRS
990December 2024$7,589,018$6,474,219$69,957,157IRS
990December 2023$8,510,011$7,200,108$61,872,454XML
990December 2022$9,411,237$5,650,735$53,462,931IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3401997).

Questions about GREATER LOWELL COMMUNITY FOUNDATION INC

What is the EIN of GREATER LOWELL COMMUNITY FOUNDATION INC?
The employer identification number (EIN) of GREATER LOWELL COMMUNITY FOUNDATION INC is 04-3401997.
Is GREATER LOWELL COMMUNITY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to GREATER LOWELL COMMUNITY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does GREATER LOWELL COMMUNITY FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of GREATER LOWELL COMMUNITY FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GREATER LOWELL COMMUNITY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of GREATER LOWELL COMMUNITY FOUNDATION INC?
The 990 for the year ended December 31, 2025 names Chester Szablak.
Who are the officers and directors of GREATER LOWELL COMMUNITY FOUNDATION INC?
The 990 for the year ended December 31, 2025 lists 25 people; 4 received compensation from the organization, the highest $202,136 (James F Linnehan, President/CEO).
How much revenue does GREATER LOWELL COMMUNITY FOUNDATION INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $8,814,269, expenses of $7,354,074 and total assets of $75,199,784 at year end.

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