2013-10-15T11:58:32-05:00 2013-06-30 042917204 ANSTISS & CO PC 1115 WESTFORD STREET LOWELL MA 01851 990 2012-07-01 043407816 ESSEX COUNTY COMMUNITY FOUNDATION INC ESSE 9787778876 175 ANDOVER STREET SUITE 101 DANVERS MA 01923 DAVID WELBOURN 9787778876 2013-08-26 1 RICHARD B DIONNE P00142882 9784522500 2013-08-26 2012 2015-11-30 17:44:51Z DAVID WELBOURN 175 ANDOVER STREET SUITE 101 DANVERS MA 01923 20550128 0 X WWW.ECCF.ORG X 1998 MA TO PROMOTE LOCAL PHILANTHOPY TO STRENGTHEN THE NONPROFIT ORGANIZATIONS IN ESSEX COUNTY, MASSACHUSETTS. 13 13 8 85 0 0 3615975 6016811 137105 142815 1312456 1988107 4487 11998 5070023 8159731 2269654 4328573 0 0 638307 693029 0 0 330378 352551 641358 3260512 5662960 1809511 2496771 18764384 21342520 1354425 1500925 17409959 19841595 X TO PROMOTE AND EXPAND PHILANTHROPY PRIMARILY IN ESSEX COUNTY, MASSACHUSETTS BY COLLABORATING WITH DONORS AND BY CONNECTING THEM TO THE VITAL AND EFFECTIVE WORK OF NON-PROFIT ORGANIZATIONS, INCLUDING SELECT GOVERNMENTAL AGENCIES, SERVING PRIMARILY ESSEX COUNTY COMMUNITIES. 0 0 5073934 4328573 142815 TO RAISE AND DISTRIBUTE FUNDS FROM THE COMMUNITY FOR THE BENEFIT OF CHARITABLE ORGANIZATIONS PRIMARILY IN ESSEX COUNTY, MASSACHUSETTS. 5073934 1 1 0 1 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X THE ORGANIZATION 9787778876 175 ANDOVER STREET SUITE 101 DANVERS MA 01923 DAVID DEARBORN 5.00 X 0 0 0 JOSEPH GRIMALDI 5.00 X X 0 0 0 KEVIN M TIERNEY SR 5.00 X 0 0 0 DR PATRICIA MAGUIRE MESERVEY 5.00 X 0 0 0 RICHARD L SUMBERG 5.00 X 0 0 0 JOHN BROOKE 5.00 X 0 0 0 ALLAN HUNTLEY 5.00 X X 0 0 0 ROSALIN ACOSTA 5.00 X 0 0 0 MATTHEW P DORING 5.00 X X 0 0 0 ANNE DODGE 5.00 X 0 0 0 JONATHAN PAYSON 5.00 X X 0 0 0 STEVEN P COHEN 5.00 X 0 0 0 ROBERT R FANNING JR 5.00 X 0 0 0 SUSAN J GRAY 5.00 X 0 0 0 MICHAEL PRIOR 5.00 X 0 0 0 DAVID WELBOURN 40.00 X 140270 0 9336 140270 0 9336 1 0 0 0 0 161860 5854951 813836 6016811 WORKSHOP FEES 900099 126037 126037 SUMMER FUNDS 900099 16778 16778 142815 398306 398306 13888769 12298968 1589801 1589801 1589801 103427 161860 91429 11998 11998 8159731 142815 0 2000105 4283977 4283977 44596 44596 201337 34227 86576 80534 425210 191345 77388 156477 11526 5984 1391 4151 54956 19943 14242 20771 526 526 99272 99272 140751 139625 458 668 1232 1232 33893 9253 9256 15384 23075 9230 9230 4615 75274 30109 30110 15055 30508 24406 3051 3051 47786 47786 4645 1858 1858 929 2630 1052 1052 526 PROJECT SUPPORT 114685 114685 PRINTING & PUBLICATIONS 35896 7179 7179 21538 BANK FEES 12376 6188 6188 DUES & SUBSCRIPTIONS 7675 1535 1535 4605 11134 1684 8608 842 5662960 5073934 258648 330378 114109 313609 1272532 2249799 168109 156641 8849 9759 86249 83743 7151 2506 17193634 18610206 18764384 21342520 16393 35717 89000 92500 500 1249032 1372208 1354425 1500925 X 15221804 17538178 512105 726719 1676050 1576698 17409959 19841595 18764384 21342520 X 2496771 -50895 -14240 X 0 1 X 1 0 X 1935358 2658993 2668392 3615975 6016811 16895529 1935358 2658993 2668392 3615975 6016811 16895529 870666 16024863 250362 308172 359041 361871 398306 1677752 18573281 697239 0.86280 0.86410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 82000 86000 168000 4701402 4869402 393470 98368 0 0 0 0 0 393470 393470 590205 0 0 0 168000 168000 0 0 0 98368 98368 147552 0 0 0 82000 82000 52 2215157 1705474 11519508 1 1 7029861 575974 886246 665434 7826647 4263510 3328438 -29156 532931 7029861 2887925 350410 1071058 45883 4263510 2482437 333127 258617 186256 2887925 2975153 34670 -367110 160276 2482437 0.72650 0.20150 0.07200 0 0 86249 83743 2506 2506 CHARITABLE GIFT ANNUITIES 935066 FUNDS HELD FOR OTHERS 437142 1372208 X 7992064 -50895 -50895 8042959 99272 17500 116772 8159731 5560428 0 5560428 99272 3260 102532 5662960 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: GRANTS AND SCHOLARSHIPS TO BENEFIT THE NON-PROFIT ORGANIZATIONS AND CITIZENS OF ESSEX COUNTY, MASSACHUSETTS DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FOUNDATION, INCORPORATED UNDER CHAPTER 180 OF THE MASSACHUSETTS GENERAL LAWS AS A TAX EXEMPT ENTITY, HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION AS DEFINED BY SECTION 509(A) OF THE IRC. THEREFORE, IT IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS REQUIRED BY ASC 740-10, "INCOME TAXES", TO EVALUATE AND DISCLOSE TAX POSITIONS THAT COULD HAVE AN EFFECT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION REPORTS ITS ACTIVITIES TO THE INTERNAL REVENUE SERVICE AND TO THE COMMONWEALTH OF MASSACHUSETTS ON AN ANNUAL BASIS. THESE INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO AUDIT AND REVIEW BY THE GOVERNMENTAL AGENCIES FOR A PERIOD OF THREE YEARS AFTER FILING. SUBSTANTIALLY ALL OF THE FOUNDATION'S INCOME, EXPENDITURES AND ACTIVITIES RELATE TO ITS EXEMPT PURPOSE. THEREFORE, MANAGEMENT HAS DETERMINED THAT THE FOUNDATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAXES AND WILL CONTINUE TO QUALIFY AS A TAX EXEMPT NOT-FOR-PROFIT ENTITY. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS TO AGENCY ENDOWMENT FUNDS 17,500. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS FROM AGENCY ENDOWMENT FUNDS 3,260. 0 0 0 0 0 0 0 0 0 0 EUROPE WARTA RIVER BASIN SUSTAINABLE DEVELOPMENT PROGRAM AND THE CENTER FOR SYSTEMS SOLUTIONS 44596 WIRE TRANSFER 1 0 0 0 0 0 0 REID'S RIDE 118461 74055 44406 28634 WOMEN'S POWER OF THE PURSE 36827 13275 23552 275 125 925 16779 6 109999 74530 35469 26040 15431 3220 265287 161860 103427 275 26165 16356 3220 45413 91429 11998 1 TOWN OF ANDOVER MA 36 BARTLET STREET ANDOVER MA 01810 40000 GENERAL SUPPORT CITY OF SALEM 120 WASHINGTON STREET SALEM MA 01970 40800 HEALTH DEPARTMENT BEACON ACADEMY 477 LONGWOOD AVENUE BOSTON MA 02215 731210051 501(C)(3) 10000 GENERAL SUPPORT BOYS AND GIRLS CLUB OF LAWRENCE 136 WATER STREET LAWRENCE MA 01840 042104377 501(C)(3) 15000 SUMMERFEST, CAPITAL IMPROVEMENTS, GENERAL OPERATING SUPPORT INSTITUTE OF CONTEMPORARY ART 100 NORTHERN AVENUE BOSTON MA 02110 042104327 501(C)(3) 25000 MCA'S PRESENTING SPONSORSHIP CONNECTICUT CHILDRENS MEDICAL CENTER 282 WASHINGTON STREET HARTFORD CT 06106 222619869 501(C)(3) 61606 GENERAL SUPPORT ESPERANZA ACADEMY INC 198 GARDEN STREET LAWRENCE MA 01840 731722348 501(C)(3) 12000 11TH MONTH PROGRAM ESSEX ART CENTER 56 ISLAND STREET LAWRENCE MA 01840 043238501 501(C)(3) 10000 GENERAL OPERATING EXPENSES, VARIOUS PROGRAMS GREATER LAWRENCE COMMUNITY BOATING PROGRAM 1 EATON STREET LAWRENCE MA 01840 042671824 501(C)(3) 20000 SUMMER PROGRAMS GROUNDWORK LAWRENCE 60 ISLAND STREET LAWRENCE MA 01840 043546770 501(C)(3) 7500 YOUTH PROGRAMS, NEW VAN LAWRENCE COMMUNITY WORKS INC OUR HOUSE CAMPUS LAWRENCE MA 01840 043982308 501(C)(3) 8000 HENNIGAN CENTER ROOF REPLACMENT, MOVEMENT CITY SUMMER ACADEMIC ENRICHMENT PROGRAM LAWRENCE FAMILY DEVELOPMENT AND EDUCATION FUND INC 34 WEST STREET LAWRENCE MA 01840 043177142 501(C)(3) 21000 SUMMER INSTITUTE ENRICHMENT COMPONENT, GENERAL OPERATING SUPPORT LAWRENCE PUBLIC SCHOOLS 255 ESSEX STREET LAWRENCE MA 01840 8500 SUMMER MEALS PROGRAM PATHWAYS FOR CHILDREN 29 EMERSON AVENUE GLOUCESTER MA 01930 042694002 501(C)(3) 7000 IN MEMORIUM PROVIDENCE COUNTRY DAY SCHOOL 660 WATERMAN AVENUE E PROVIDENCE MA 02914 050258934 501(C)(3) 40000 CAPITAL IMPROVEMENTS SECOND NATURE INC 18 TREMONT STREET BOSTON MA 02108 043195772 501(C)(3) 20000 GENERAL SUPPORT MALDEN CATHOLIC HIGH SCHOOL 99 CRYSTAL STREET MALDEN MA 02148 042393983 501(C)(3) 15000 GENERAL OPERATING SUPPORT MERRIMACK VALLEY YMCA 101 AMESBURY STREET 4TH FLOOR LAWRENCE MA 01840 042104378 501(C)(3) 8500 CAMP LAWRENCE, CAMP OTTER COMMUNITY DAY CHARTER PUBLIC SCHOOL 190 HAMPSHIRE STREET LAWRENCE MA 01840 8000 SUMMER ACADEMY MONTSERRAT COLLEGE OF ART 23 ESSEX STREET BEVERLY MA 01915 223232967 501(C)(3) 20000 GENERAL OPERATING SUPPORT ENVIRONMENTAL DEFENSE FUND 234 NORTH BROADWAY BOULDER CO 80304 841225573 501(C)(3) 100000 GENERAL SUPPORT FUNDCJA SENDZIMIRA 32-087 ZIELONKI K KRAKOWAUL POLAND PL 44596 WARTA RIVER BASIN, SUSTAINABLE DEVELOPMENT PROGRAM, CENTER FOR SYSTEMS SOLUTION GIRLS INC OF LYNN 50 HIGH STREET LYNN MA 01902 042104250 501(C)(3) 8000 COLLEGE MENTORING, UNRESTRICTED HEALING ABUSE WORKING FOR CHANGE 27 CONGRESS STREET SALEM MA 01970 042655367 501(C)(3) 25000 LEGAL ASSISTANCE CLINIC, HOUSING AND ECONOMIC STABILITY JEANNE GEIER CRISIS CENTER 2 HARRIS STREET NEWBURYPORT MA 01950 222474023 501(C)(3) 12300 ECONOMIC EDUCATION, GENERAL SUPPORT YMCA OF THE NORTH SHORE 245 CABOT STREET BEVERLY MA 01915 042104913 501(C)(3) 12000 LIFESKILLS FOR GIRLS, GENERAL SUPPORT YOUTH DEVELOPMENT ORGANIZATION INC PO BOX 1758 LAWRENCE MA 01842 043571721 501(C)(3) 6500 SUMMER PROGRAM YWCA OF GREATER LAWRENCE 38 LAWRENCE STREET LAWRENCE MA 01840 042130847 501(C)(3) 8000 CAMP Y-WOOD, ECONOMIC EMPOWERMENT PROGRAM, LANDSCAPING LUNG TRANSPLANT FUND AT UNIVERSITY OF NORTH CAROLINA 3009 BURNETT WOMACK BUILDING CHAPEL HILL NC 27599 566001393 10000 IN MEMORIUM MERRIMACK VALLEY COMMUNITY SERVICE CORPS 264 ESSEX STREET LAWRENCE MA 01840 020697834 501(C)(3) 7500 YOUTH/SENIOR VOLUNTEER INTERGENERATIONAL PROGRAM METHUEN ARLINGTON NEIGHBORHOOD INC 141 TENNEY STREET METHUEN MA 01844 043265830 501(C)(3) 7500 SUMMER YOUTH SAFE HAVEN PROGRAM MUSIC AT EDEN'S EDGE 94 JOHN WISE AVENUE ESEX MA 01929 042780636 501(C)(3) 6000 SUMMER CONCERT SERIES RANGRIG YESHE INC PO BOX 167 STOCKBRIDGE MA 01262 043054841 501(C)(3) 7500 GENERAL OPERATING SI SE PUEDE INC PO BOX 53 N ANDOVER MA 01845 222632181 501(C)(3) 5400 PROJECT AWAY ST JOHN'S EPISCOPAL PARISH 700 HALE STREET BEVERLY MA 01915 135562208 10000 GENERAL OPERATING SUPPORT URBAN IMPROV 670 CENTRE STREET JAMAICA PLAIN MA 02130 042786576 501(C)(3) 12000 GENERAL SUPPORT YANKEE CLIPPER COUNCIL BOY SCOUTS OF AMERICA 36 AMESBURY ROAD HAVERHILL MA 01830 042104393 501(C)(3) 6000 FRIENDS OF SCOUTING BATES COLLEGE 2 ANDREWS ROAD LEWISTON ME 04240 010211781 501(C)(3) 15000 SCHOLARSHIPS BOSTON UNIVERSITY 595 COMMONWEALTH AVENUE BOSTON MA 02215 042103547 501(C)(3) 10000 SCHOLARSHIPS BOYS AND GIRLS CLUB OF LYNN 25 NORTH COMMON STREET LYNN MA 019024311 042103924 501(C)(3) 10000 GENERAL SUPPORT BROOKWOOD SCHOOL ONE BROOKWOOD ROAD MANCHESTER MA 01944 042227413 501(C)(3) 100000 SCHOLARSHIPS, GENERAL SUPPORT CAMPAIGN LEGAL CENTER 215 E STREET NE WASHINGTON DC 20002 043608387 501(C)(3) 200000 GENERAL SUPPORT CHILDREN'S CENTER OF FAITH UNITED METHODIST CHURCH OF METHUEN 35 LOWELL STREET METHUEN MA 01844 043273682 501(C)(3) 8500 GENERAL SUPPORT CITIZEN ACTION FOR NEW YORK 94 CENTRAL AVENUE ALBANY NY 12206 112644562 501(C)(4) 50000 GENERAL SUPPORT TOWN OF DANVERS 1 SYLVAN STREET DANVERS MA 01923 10000 HEALTH DEPARTMENT FAMILY PROMISE NORTH 332 RANTOUL STREET BEVERLY MA 01915 271801635 501(C)(3) 10000 GENERAL SUPPORT GOVERNOR'S ACADEMY ONE ELM STREET BYFIELD MA 01922 042103564 501(C)(3) 7500 SCHOLARSHIPS GREATER LAWRENCE FAMILY HEALTH CENTER 34 HAVERHILL STREET LAWRENCE MA 018412884 042708824 501(C)(3) 10000 GENERAL SUPPORT GREATER LYNN SENIOR SERVICES 8 SILSBEE STREET LYNN MA 01901 042581129 501(C)(3) 50000 GENERAL SUPPORT INSTITUTE FOR THE STUDY AND PRACTICE OF NONVIOLENCE 265 OXFORD STREET ROVIDENCE RI 02905 050517863 501(C)(3) 10000 GENERAL SUPPORT LAWRENCE GENERAL HOSPITAL ONE GENERAL STREET LAWRENCE MA 018420389 042103586 501(C)(3) 6300 GENERAL SUPPORT LIDDY SHRIVER SARCOMA INITIATIVE 17 BETHEA DRIVE OSSINING NY 105621620 125000 GENERAL SUPPORT LIFEBRIDGE INC 56 MARGIN STREET SALEM MA 01970 204539306 501(C)(3) 12300 GENERAL SUPPORT THE MOON BALLOON PROJECT 23 CEDAR STREET HINGHAM MA 02043 201524202 501(C)(3) 16000 BRIDGES THROUGH THE ARTS NEW TEACHER PROJECT 186 JORALEMON STREET BROOKLYN NY 11201 133850158 501(C)(3) 9435 GENERAL SUPPORT PROFESSIONAL CENTER FOR HANDICAPPED CHILDREN INC 32 OSGOOD STREET ANDOVER MA 01810 042800853 501(C)(3) 6000 GENERAL SUPPORT PUBLIC CAMPAIGN ACTION FUND 13133 19TH STREET NW WASHING DC 20036 522032544 501(C)(4) 100000 GENERAL SUPPROT RAW ART WORKS 37 CENTRAL SQUARE LYNN MA 01901 222854850 501(C)(3) 12300 GENERAL SUPPORT SAINT BONAVENTURE UNIVERSITY 3261 WEST STATE ROAD ST BONAVENTURE NY 14778 160743150 501(C)(3) 6400 SCHOLARSHIPS TUFTS MEDICAL CENTER 800 WASHINGTON STREET BOSTON MA 02111 043400617 501(C)(3) 350000 RESEARCH WORKING FAMILIES ORGANIZATION INC 2 NEVINS STREET BROOKLYN NY 11217 204994004 501(C)(4) 50000 GENERAL SUPPORT 55 7 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 ARE MADE DURING THE SUMMER AFTER AWARDS ARE MADE. THESE ARE ROTATED SO THAT EVERY PROGRAM IS VISITED ABOUT EVERY 3-4 YEARS. X 21 813836 QUOTED MARKET PRICE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE CFO REVIEWS THE RETURN THEN SENDS IT TO THE TREASURER FOR REVIEW. A COPY IS SENT TO EACH BOARD MEMBER BEFORE THE RETURN IS REVIEWED AND SIGNED BY THE CEO THEN FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CHAIR OF EVERY COMMITTEE IS RESPONSIBLE FOR BRINGING THE POLICY TO THE ATTENTION OF THE COMMITTEE PRIOR TO EVERY VOTE. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES APPROVES THE PRESIDENT'S COMPENSATION USING EXTERNAL STUDIES FOR GUIDANCE. NO OTHER OFFICERS OR KEY EMPLOYEES RECEIVED COMPENSATION FOR FY2013. FORM 990, PART VI, SECTION C, LINE 18 PUBLISHED ON THE ORGANIZATION WEBSITE OR DOCUMENTS AVAILABLE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 PUBLISHED ON THE ORGANIZATION WEBSITE OR DOCUMENTS AVAILABLE UPON REQUEST CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: NET CONTRIBUTIONS TO AGENCY ENDOWMENT FUNDS -14,240.