Civic Intelligence

Percival Lowell Trust UW

990 • Fiscal year 2018 • EIN 04-2007327

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 02, 2019

1400 W Mars Hill RoadFlagstaff, AZ 86001

(928) 774-3358

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

3rd percentile

-113%

Higher net margin than 3% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

40th percentile

$123,215

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

3rd percentile

-24%

Faster asset growth than 3% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

31st percentile

-2.2%

Faster revenue growth than 31% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Down

$21,493,670

Down $6,959,197 (-24%) from 2017

Net Assets

Down

$21,490,156

Down $6,959,197 (-24%) from 2017

Liabilities

Flat

$3,514

Flat from 2017

Revenue

Down

$2,586,158

Down $57,597 (-2.2%) from 2017

Expenses

Down

$5,507,784

Down $6,278,691 (-53%) from 2017

Net Income

Up

-$2,921,626

Up $6,221,094 (+68%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $31,388,745Liabilities 2010: $12,777Net Assets 2010: $31,375,9682010Assets 2011: $28,785,656Liabilities 2011: $1,367Net Assets 2011: $28,784,2892011Assets 2012: $31,138,791Liabilities 2012: $33,600Net Assets 2012: $31,105,1912012Assets 2013: $35,132,486Liabilities 2013: $0Net Assets 2013: $35,132,4862013Assets 2014: $35,952,021Liabilities 2014: $0Net Assets 2014: $35,952,0212014Assets 2015: $35,146,571Liabilities 2015: $98,375Net Assets 2015: $35,048,1962015Assets 2016: $36,332,325Liabilities 2016: $2,323Net Assets 2016: $36,330,0022016Assets 2017: $28,452,867Liabilities 2017: $3,514Net Assets 2017: $28,449,3532017Assets 2018: $21,493,670Liabilities 2018: $3,514Net Assets 2018: $21,490,1562018Assets 2019: $25,084,617Liabilities 2019: $0Net Assets 2019: $25,084,6172019Assets 2020: $27,582,910Liabilities 2020: $0Net Assets 2020: $27,582,9102020Assets 2021: $33,671,520Liabilities 2021: $0Net Assets 2021: $33,671,5202021Assets 2022: $32,234,175Liabilities 2022: $1,515,424Net Assets 2022: $30,718,7512022Assets 2023: $37,590,223Liabilities 2023: $4,228,410Net Assets 2023: $33,361,8132023Assets 2024: $41,767,382Liabilities 2024: $6,864,431Net Assets 2024: $34,902,9512024

Highlighted filing

2018

Assets$21,493,670
Liabilities$3,514
Net Assets$21,490,156

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MExpenses 2010: $581,0162010Expenses 2011: $593,6812011Expenses 2012: $798,2842012Revenue 2013: $2,473,499Expenses 2013: $877,721Net Income 2013: $1,595,7782013Revenue 2014: $3,639,059Expenses 2014: $982,254Net Income 2014: $2,656,8052014Revenue 2015: $2,153,933Expenses 2015: $203,200Net Income 2015: $1,950,7332015Revenue 2016: $1,813,507Expenses 2016: $809,630Net Income 2016: $1,003,8772016Revenue 2017: $2,643,755Expenses 2017: $11,786,475Net Income 2017: -$9,142,7202017Revenue 2018: $2,586,158Expenses 2018: $5,507,784Net Income 2018: -$2,921,6262018Revenue 2019: $2,439,361Expenses 2019: $80,102Net Income 2019: $2,359,2592019Revenue 2020: $549,975Expenses 2020: $74,348Net Income 2020: $475,6272020Revenue 2021: $5,617,015Expenses 2021: $72,074Net Income 2021: $5,544,9412021Revenue 2022: $963,326Expenses 2022: $93,730Net Income 2022: $869,5962022Revenue 2023: $766,352Expenses 2023: $449,999Net Income 2023: $316,3532023Revenue 2024: $2,773,064Expenses 2024: $812,414Net Income 2024: $1,960,6502024

Highlighted filing

2018

Revenue$2,586,158
Expenses$5,507,784
Net Income-$2,921,626
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 2, 2019
Return Version
2018v3.1
Gross Receipts
$5,352,474
Mission and Program Overview

Mission

A trust established for the benefit of lowell observatory.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$21,499,041$19,688,329▼ $1,810,712
Savings and Temporary Cash Investments$6,203,826$1,055,341▼ $5,148,485
Total Assets$28,452,867$21,493,670▼ $6,959,197
Other Assets Total$750,000$750,000→ $0
Liabilities
Other Liabilities$3,514$3,514→ $0
Total Liabilities$3,514$3,514→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$28,452,867$21,493,670▼ $6,959,197
Unrestricted Net Assets$-3,514$-3,514→ $0
Total Net Assets Fund Balance$28,449,353$21,490,156▼ $6,959,197
Total Liabilities and Net Assets / Fund Balance$28,452,867$21,493,670▼ $6,959,197

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$28,452,867-▼ $1,462,158-$21,493,670
2017$36,332,325-▲ $3,905,826-$28,452,867
2016$35,146,571-▲ $1,993,188-$36,332,325
2015$35,426,854-▼ $175,457-$35,146,571
2014$34,789,450-▲ $1,619,659-$35,426,854
Compensation and Service Providers

Employees

NameTitleOtherTotal
Anne LabruzzoDeputy Director for Administration$123,215$123,215
W Lowell PutnamTrustee$8,635$8,635
Revenue and Support

Revenue Composition

Contributions and Grants
$10,355
Program Service Revenue
$0
Investment Income
$2,575,413
Other Revenue
$390
All Other Contributions
$3,082
Change in Net Assets
$-2,921,626
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,400,000
Other Expenses$107,784
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,400,000--$5,400,000
Fees for Service Investment Mgmnt Fees-$97,430-$97,430
Fees for Services Accounting-$6,370-$6,370
Insurance-$3,082-$3,082
Other Expenses-$669-$669
Fees for Services Legal-$233-$233
Total Functional Expenses$5,400,000$107,784$0$5,507,784
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lowell ObservatoryFlagstaff, AZ501(c)(3)GENERAL SUPPORT & DEBT PAYMENTS ON OBSERVATORY'S BEHALF$5,400,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Lowell Observatory$3,514
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

The sole trustee is responsible for naming the successor trustee.

Form 990, Part VI, Section A, Line 8A

The sole trustee will record actions undertaken from time to time as needed.

Form 990, Part VI, Section A, Line 8B

There are no committees with authority to act on behalf of the sole trustee/governing body.

Form 990, Part VI, Section B, Line 11B

The form 990 draft will be first reviewed by the deputy director for administration (dda) for the observatory for accuracy. Once it has been deemed accurate by the dda it will be forwarded to the sole trustee and audit committee for their review and comments. After any questions and comments have been addressed it will be approved and a final copy will be signed by the sole trustee.

Form 990, Part VI, Section C, Line 19

The trust is governed by the will of percival lowell and exists exclusively for the benefit of lowell observatory. When requested, documents regarding the trust are provided by the lowell observatory business office. The 990 is also available on charity navigator and guidestar.

Filing and Contact Details

Filer

Filer Name
Percival Lowell Trust Uw
EIN
04-2007327
Phone
9287743358
Address
1400 W MARS HILL ROAD, FLAGSTAFF, AZ 86001

Signing Officer

Name
W Lowell Putnam
Title
Trustee
Phone
9287743358
Signed
2019-08-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
W Lowell Putnam
Formed
1916
Legal Domicile
Az
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Beachfleischman Pc
Address
1985 E RIVER ROAD SUITE 201, TUCSON, AZ 85718
Preparer
Monica a Vera CPA
Phone
5203214600
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

The endowment funds are used for support of lowell observatory and for reinvestment.

PART X, LINE 2:

The following disclosure is related to the combined financial statements of the lowell observatory, trust u/w of percival lowell, and the lowell observatory foundation: the observatory, the foundation, and the trust are exempt from income taxes under both internal revenue code (irc) section 501(c)(3) and arizona income tax laws. The observatory is classified as other than a private foundation under irc section 509(a)(1). The foundation and the trust are each classified as other than a private foundation under irc section 509(a)(3) as a supporting organization of the observatory. Income from certain activities not directly related to the organization's tax-exempt purpose, however, may be subject to taxation as unrelated business taxable income (ubti). From time to time, the organization may be subject to penalties and interest assessed by various taxing authorities, which are classified as general and administrative expenses if they occur.

Schedule D, Part V, Line 1C, Column A

Calculation of current year investment gains/(losses): net unrealized losses: -4,037,571 net realized gains: 1,502,693 interest income: 11,261 dividend income: 1,061,459 net investment income: -1,462,158

Raw XML AppendixShowing 400 of 424 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO LOWELL OBSERVATORY
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS ARE USED FOR SUPPORT OF LOWELL OBSERVATORY AND FOR REINVESTMENT.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOLLOWING DISCLOSURE IS RELATED TO THE COMBINED FINANCIAL STATEMENTS OF THE LOWELL OBSERVATORY, TRUST U/W OF PERCIVAL LOWELL, AND THE LOWELL OBSERVATORY FOUNDATION: THE OBSERVATORY, THE FOUNDATION, AND THE TRUST ARE EXEMPT FROM INCOME TAXES UNDER BOTH INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND ARIZONA INCOME TAX LAWS. THE OBSERVATORY IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER IRC SECTION 509(A)(1). THE FOUNDATION AND THE TRUST ARE EACH CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER IRC SECTION 509(A)(3) AS A SUPPORTING ORGANIZATION OF THE OBSERVATORY. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME (UBTI). FROM TIME TO TIME, THE ORGANIZATION MAY BE SUBJECT TO PENALTIES AND INTEREST ASSESSED BY VARIOUS TAXING AUTHORITIES, WHICH ARE CLASSIFIED AS GENERAL AND ADMINISTRATIVE EXPENSES IF THEY OCCUR.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CALCULATION OF CURRENT YEAR INVESTMENT GAINS/(LOSSES): NET UNREALIZED LOSSES: -4,037,571 NET REALIZED GAINS: 1,502,693 INTEREST INCOME: 11,261 DIVIDEND INCOME: 1,061,459 NET INVESTMENT INCOME: -1,462,158
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PART V, LINE 1C, COLUMN A
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt03514
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt05400000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT & DEBT PAYMENTS ON OBSERVATORY'S BEHALF
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LOWELL OBSERVATORY
IRS990ScheduleI/RecipientTable/RecipientEIN0860098918
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01400 W MARS HILL ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FLAGSTAFF
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0860014470
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST EXISTS WITH THE SOLE PURPOSE OF SUPPORTING LOWELL OBSERVATORY, THEREFORE SELECTION CRITERIA AND ELIGIBILITY REQUIREMENTS ARE NOT APPLICABLE. SUBSTANTIATION FOR THE AMOUNTS OF GRANTS ARE KEPT WITHIN LOWELL'S INTERNAL ACCOUNTING DEPARTMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1, LINE 1
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SOLE TRUSTEE IS RESPONSIBLE FOR NAMING THE SUCCESSOR TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SOLE TRUSTEE WILL RECORD ACTIONS UNDERTAKEN FROM TIME TO TIME AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE SOLE TRUSTEE/GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 DRAFT WILL BE FIRST REVIEWED BY THE DEPUTY DIRECTOR FOR ADMINISTRATION (DDA) FOR THE OBSERVATORY FOR ACCURACY. ONCE IT HAS BEEN DEEMED ACCURATE BY THE DDA IT WILL BE FORWARDED TO THE SOLE TRUSTEE AND AUDIT COMMITTEE FOR THEIR REVIEW AND COMMENTS. AFTER ANY QUESTIONS AND COMMENTS HAVE BEEN ADDRESSED IT WILL BE APPROVED AND A FINAL COPY WILL BE SIGNED BY THE SOLE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST IS GOVERNED BY THE WILL OF PERCIVAL LOWELL AND EXISTS EXCLUSIVELY FOR THE BENEFIT OF LOWELL OBSERVATORY. WHEN REQUESTED, DOCUMENTS REGARDING THE TRUST ARE PROVIDED BY THE LOWELL OBSERVATORY BUSINESS OFFICE. THE 990 IS ALSO AVAILABLE ON CHARITY NAVIGATOR AND GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0TRUST UW OF PERCIVAL LOWELL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LOWELL OBSERVATORY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LOWELL OBSERVATORY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0860098918
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1472052113
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ASTRONOMICAL RESEARCH AND EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1FOUNDATION F/B/O LOWELL OBSERVATORY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 12B, II
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01400 W MARS HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11400 W MARS HILL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0FLAGSTAFF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1FLAGSTAFF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd086001
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd186001
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0750000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt13514
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt25400000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt37273
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0END OF YEAR BALANCE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1END OF YEAR BALANCE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2CASH VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3CASH VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0LOWELL OBSERVATORY
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1LOWELL OBSERVATORY
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2LOWELL OBSERVATORY
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3LOWELL OBSERVATORY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0D
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1E
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt028452867
IRS990/TotalAssetsEOYAmt021493670
IRS990/TotalAssetsGrp/BOYAmt028452867
IRS990/TotalAssetsGrp/EOYAmt021493670
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt010355
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0107784
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05400000
IRS990/TotalFunctionalExpensesGrp/TotalAmt05507784
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03514
IRS990/TotalLiabilitiesEOYAmt03514
IRS990/TotalLiabilitiesGrp/BOYAmt03514
IRS990/TotalLiabilitiesGrp/EOYAmt03514
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt028449353
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt021490156
IRS990/TotalOtherCompensationAmt023848
IRS990/TotalProgramServiceExpensesAmt05400000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02575803
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02586158
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt028452867
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt021493670
IRS990/TotReportableCompRltdOrgAmt0108002
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-3514
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-3514
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01400 W MARS HILL ROAD
IRS990/USAddress/CityNm0FLAGSTAFF
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd086001
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0W LOWELL PUTNAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09287743358
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PERCIVAL LOWELL TRUST UW
ReturnHeader/Filer/BusinessNameControlTxt0PERC
ReturnHeader/Filer/EIN0042007327
ReturnHeader/Filer/PhoneNum09287743358
ReturnHeader/Filer/USAddress/AddressLine1Txt01400 W MARS HILL ROAD

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$41.8$6.86$34.9$2.77$0.81$1.96
2023Detailed filing. Detailed filing data is available for this year.$37.6$4.23$33.4$0.77$0.45$0.32
2022Detailed filing. Detailed filing data is available for this year.$32.2$1.52$30.7$0.96$0.09$0.87
2021Detailed filing. Detailed filing data is available for this year.$33.7$0.00$33.7$5.62$0.07$5.54
2020Detailed filing. Detailed filing data is available for this year.$27.6$0.00$27.6$0.55$0.07$0.48
2019Detailed filing. Detailed filing data is available for this year.$25.1$0.00$25.1$2.44$0.08$2.36
2018Detailed filing. Detailed filing data is available for this year.$21.5$0.00$21.5$2.59$5.51$2.92
2017Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.4$2.64$11.8$9.14
2016Detailed filing. Detailed filing data is available for this year.$36.3$0.00$36.3$1.81$0.81$1.00
2015Detailed filing. Detailed filing data is available for this year.$35.1$0.10$35.0$2.15$0.20$1.95
2014Detailed filing. Detailed filing data is available for this year.$36.0$0.00$36.0$3.64$0.98$2.66
2013Detailed filing. Detailed filing data is available for this year.$35.1$0.00$35.1$2.47$0.88$1.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.1$0.03$31.1$0.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$0.00$28.8$0.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.4$0.01$31.4$0.58