Financial Information

The Greater Lowell Community Foundation has served the Greater Lowell and Merrimack Valley area for the past 12 years, with assets of $17 million. In Fiscal Year 2009, the Foundation and its donors made close to $1 million in grants to nonprofit organizations. The Foundation is made up of some 285 separate charitable funds established by donors either for the general benefit of the community or for special purposes. The GLCF has a number of Investment funds which are advised and managed by Enterprise Bank and Trust Company, Eagle Claw Capital Management, LLC, Wells Fargo Advisors and UBS. Please view our most recent:

Consolidated Financial Statements with Independent Auditors Report March 31, 2009

Most Recent Form 990

Investment Policy

Tax Exempt Status letter from the Internal Revenue Service

Fund Investment performance will be posted in October 2009
©2009 Greater Lowell Community Foundation - 100 Merrimack Street, Suite 202, Lowell, MA 01852          Phone: 978-970-1600        Fax: 978-970-2444          National Standards