LOWELL SUN CHARITIES INC

LOWELL, MA, 01854-4289 (978) 970-4786 Est. 1947 EIN 04-6004936
T70Z— Philanthropy & Grantmaking Form 990 501(c)(3)

Mission

RAISE FUNDS FOR CHARITABLE CAUSES AS WELL AS NEEDY FAMILIES IN THE GREATER LOWELL AREA.

Giving Portfolio

Total Grants
24
Total Giving
$230K
Recipients
24
Years Active
2018 - 2024
Avg grant: $9,436 Median: $9,000

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
20243$35K $12K03
20233$19K $6K03
20224$33K $8K13
20201$10K $10K01
20197$80K $11K43
20186$53K $9K60

Sectors Funded

Health Care
6
Education
4
Philanthropy & Grantmaking
4
Mental Health & Crisis Intervention
3
Arts, Culture & Humanities
3
Youth Development
1
Human Services
1

Top States

Massachusetts
23
New York
1

Grantee Size Profile

Over $50M
6
$5M - $10M
6
$1M - $5M
5
$500K - $1M
2
$10M - $50M
1
Under $100K
1

Top Grantees

and 7 more grantees

Grants Awarded · 24 grants

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Financials

Total Revenue
$255,574
Total Expenses
$318,744
Net Assets
$276,683
5 employees
From latest filing (tax period ending 2025-06-30)

Financial Health

Operating Reserve
10.4 months Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↓ 22.8%
Expenses ↓ 8.5%
Revenue Sources
Contributions 98.2% Investment 1.8%
Expense Breakdown
Program 59.9% Management 27.8% Fundraising 12.3%

Officers & Trustees (6)

We treat individual compensation with extra care. Named amounts are on Grow plans.

Filing History (7 filings)

YearRevenueExpensesNet Assets
2024 Form 990$255,574 $318,744$276,683
2023 Form 990$331,037 $348,542$339,853
2022 Form 990$416,760 $298,086$357,358
2021 Form 990$236,260 $254,473$238,684
2020 Form 990$267,809 $280,712$256,897
2019 Form 990$473,859 $349,454$269,800
2018 Form 990$374,916 $347,344$145,395

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EIN: 04-6004936 · Source: IRS Form 990 e-file data