Civic Intelligence

Trust U/W Amy Lowell 10Th Clause Conrad W Oberdorfer Tr

990 • Fiscal year 2016 • EIN 04-6016148

Dec 01, 2015 to Nov 30, 2016 • Filed on Aug 07, 2017

Organization Profilewww.amylowell.org
Choate LLP PO Box 961019Boston, MA 02110

(617) 248-5255

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

37th percentile

-0.1%

Higher net margin than 37% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

42nd percentile

0.2%

Faster asset growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

30%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$22,784,091

Up $53,378 (+0.2%) from 2015

Net Assets

Up

$22,784,091

Up $53,378 (+0.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin37th percentile

Revenue

Up

$978,954

Up $223,036 (+30%) from 2015

Expenses

Down

$979,495

Down $73,243 (-7.0%) from 2015

Net Income

Up

-$541

Up $296,279 (+100%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$40M$30M$20M$10M$0Assets 2011: $17,850,993Liabilities 2011: $0Net Assets 2011: $17,850,9932011Assets 2012: $18,215,248Liabilities 2012: $0Net Assets 2012: $18,215,2482012Assets 2013: $19,117,615Liabilities 2013: $0Net Assets 2013: $19,117,6152013Assets 2014: $24,230,571Liabilities 2014: $0Net Assets 2014: $24,230,5712014Assets 2015: $22,730,713Liabilities 2015: $0Net Assets 2015: $22,730,7132015Assets 2016: $22,784,091Liabilities 2016: $0Net Assets 2016: $22,784,0912016Assets 2017: $26,557,809Liabilities 2017: $0Net Assets 2017: $26,557,8092017Assets 2018: $25,336,165Liabilities 2018: $0Net Assets 2018: $25,336,1652018Assets 2019: $27,293,187Liabilities 2019: $0Net Assets 2019: $27,293,1872019Assets 2020: $30,526,280Liabilities 2020: $0Net Assets 2020: $30,526,2802020Assets 2021: $34,088,075Liabilities 2021: $0Net Assets 2021: $34,088,0752021Assets 2022: $26,468,636Liabilities 2022: $0Net Assets 2022: $26,468,6362022Assets 2023: $26,661,197Liabilities 2023: $0Net Assets 2023: $26,661,1972023Assets 2024: $31,329,768Liabilities 2024: $0Net Assets 2024: $31,329,7682024

Highlighted filing

2016

Assets$22,784,091
Liabilities$0
Net Assets$22,784,091
Open 2016 Filing

Operations Trend

Revenue Growth85th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $919,606Expenses 2011: $948,207Net Income 2011: -$28,6012011Revenue 2012: $1,282,070Expenses 2012: $912,340Net Income 2012: $369,7302012Revenue 2013: $1,835,629Expenses 2013: $934,805Net Income 2013: $900,8242013Revenue 2014: $1,267,716Expenses 2014: $916,164Net Income 2014: $351,5522014Revenue 2015: $755,918Expenses 2015: $1,052,738Net Income 2015: -$296,8202015Revenue 2016: $978,954Expenses 2016: $979,495Net Income 2016: -$5412016Revenue 2017: $2,036,788Expenses 2017: $985,964Net Income 2017: $1,050,8242017Revenue 2018: $3,020,128Expenses 2018: $1,036,287Net Income 2018: $1,983,8412018Revenue 2019: $1,803,325Expenses 2019: $1,027,810Net Income 2019: $775,5152019Revenue 2020: $1,014,359Expenses 2020: $1,065,909Net Income 2020: -$51,5502020Revenue 2021: $4,152,875Expenses 2021: $1,159,435Net Income 2021: $2,993,4402021Revenue 2022: -$317,457Expenses 2022: $1,388,417Net Income 2022: -$1,705,8742022Revenue 2023: $1,574,865Expenses 2023: $1,383,087Net Income 2023: $191,7782023Revenue 2024: $1,699,569Expenses 2024: $1,238,772Net Income 2024: $460,7972024

Highlighted filing

2016

Revenue$978,954
Expenses$979,495
Net Income-$541
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Aug 7, 2017
Return Version
2015v3.0
Gross Receipts
$14,355,449
Mission and Program Overview

Mission

Support of Houghton Library at Harvard College

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$22,762,960$22,767,993▲ $5,033
Investments in Publicly Traded Securities$7,108,529$21,713,534▲ $14,605,005
Investments Other Securities$15,068,688--
Savings and Temporary Cash Investments$553,496$1,070,557▲ $517,061
Rtn Earn Endowment Incm Other Fnds$-32,247$16,098▲ $48,345
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$22,730,713$22,784,091▲ $53,378
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$22,730,713$22,784,091▲ $53,378
Total Liabilities and Net Assets / Fund Balance$22,730,713$22,784,091▲ $53,378
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Thomas HP Whitney JrTrustee
William A LowellTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Choate Hall & Stewart LLPInvest Mgmnt, Recordkeeping, LegalTwo International Place, Boston, MA 02110$159,262
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$978,404
Other Revenue
$550
Change in Net Assets
$-541
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$791,583
Other Expenses$187,912
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$719,583--$719,583
Fees for Service Investment Mgmnt Fees$15,293$137,641-$152,934
Grants to Domestic Individuals$72,000--$72,000
Fees for Services Management-$6,328-$6,328
Fees for Services Accounting-$4,000-$4,000
Other Expenses$250$7,000-$250
Total Functional Expenses$824,526$154,969$0$979,495
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Harvard CollegeCambridge, MA501(c)(3)For the purchase of books and manuscripts to maintain, increase, and enhance the "Amy Lowell Collection" of the Houghton Library.$719,583
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Partners are Trustees of OrganizationInvestment management, recordkeeping, custody, grant administration, and legal services rendered in the ordinary course of business. Fees are calculated as percentage of assets held. Trustees of the Organization, William A. Lowell and Thomas H.P. Whitney, Jr. are partners in the law firm of Choate Hall & Stewart, LLP, the provider of these services.No$159,262
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 2

“The trustees of the Organization, William A. Lowell and Thomas H.P. Whitney, Jr., have a business relationship.”

Form 990, Part VI, Section A, line 3

“The trustees of the Organization delegate investment responsibility to Choate Investment Advisors, LLC, a registered investment advisor subsidiary of Choate Hall & Stewart, LLP.”

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

“The Organization does not have committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, line 11

“The annual Form 990 (and state Form PC) are provided to the managing trustee, William A. Lowell, an attorney and professional fiduciary, for his review and signature prior to those forms being filed. Mr. Lowell, as a practicing attorney and professional fiduciary, is familiar with the form and filing requirements for tax-exempt organizations. He is expressly authorized by his co-trustee, Thomas H.P. Whitney, Jr. (who is an attorney and professional fiduciary and who is given the opportunity to review the draft forms prior to filing) to review and sign the annual tax filings.”

Form 990, Part VI, Section C, line 19

“The Organization makes its governing documents, annual federal tax return (Form 990), annual state filing (MA Form PC), and financial statements available to the public upon request at the address indicated in Section C of Part VI of Form 990. The Organization does not have a written conflict of interest policy.”

Filing and Contact Details

Filer

Filer Name
Trust UW Amy Lowell 10th Clause
EIN
04-6016148
Phone
6172485255
Address
Choate LLP PO Box 961019, Boston, MA 02110

Signing Officer

Name
William A Lowell
Title
Trustee
Phone
6172485255
Signed
2017-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William A Lowell
Formed
1925
Legal Domicile
Ma
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Baker Newman & Noyes
Address
175 FEDERAL STREET SUITE 970, BOSTON, MA 02110
Preparer
Nicholas E Porto
Phone
6175563900
Raw XML AppendixShowing 400 of 451 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Support of Houghton Library at Harvard College
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Choate Hall & Stewart LLP
IRS990/BooksInCareOfDetail/PhoneNum06172485255
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0Choate LLP PO Box 961019
IRS990/BooksInCareOfDetail/USAddress/CityNm0Boston
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002110
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd01
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt022762960
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt022767993
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0159262
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0Two International Place
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Boston
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd002110
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Choate Hall & Stewart LLP
IRS990/ContractorCompensationGrp/ServicesDesc0Invest Mgmnt, Recordkeeping, Legal
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0791583
IRS990/CYInvestmentIncomeAmt0978404
IRS990/CYOtherExpensesAmt0187912
IRS990/CYOtherRevenueAmt0550
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-541
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0979495
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0978954
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0Harvard College - For purchase of books and manuscripts to maintain, increase, and enhance the "Amy Lowell Collection" of the Houghton Library in accordance with Article 10 of the will of Amy Lowell.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0749530
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04000
IRS990/FeesForServicesAccountingGrp/TotalAmt04000
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt06328
IRS990/FeesForServicesManagementGrp/TotalAmt06328
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0137641
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt015293
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0152934
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0William A Lowell
IRS990/Form990PartVIISectionAGrp/PersonNm1Thomas HP Whitney Jr
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01925
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0420486
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt0719583
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt072000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt072000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0719583
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0719583
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013796981
IRS990/GrossReceiptsAmt014355449
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0557918
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0557918
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt015068688
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07108529
IRS990/InvestmentsPubTradedSecGrp/EOYAmt021713534
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt013376495
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Support of Houghton Library at Harvard College and the Amy Lowell Poetry Travelling Scholarship.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt022730713
IRS990/NetAssetsOrFundBalancesEOYAmt022784091
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0420486
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0420486
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt053919
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Honoraria to Scholars
IRS990/OtherExpensesGrp/Desc1Probate Petition
IRS990/OtherExpensesGrp/Desc2State Filing Fee
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07000
IRS990/OtherExpensesGrp/ProgramServicesAmt017400
IRS990/OtherExpensesGrp/ProgramServicesAmt1250
IRS990/OtherExpensesGrp/TotalAmt017400
IRS990/OtherExpensesGrp/TotalAmt17000
IRS990/OtherExpensesGrp/TotalAmt2250
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0William A Lowell
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0Poetry awards to individuals to spend one year outside of the continent of North America to advance the art of poetry (see Schedule I, Part III).
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt074996
IRS990/ProgSrvcAccomActy2Grp/GrantAmt072000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0795210
IRS990/PYInvestmentIncomeAmt0755793
IRS990/PYOtherExpensesAmt0257528
IRS990/PYOtherRevenueAmt0125
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-296820
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01052738
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0755918
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-541
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0550
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0550
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-32247
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt016098
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0553496
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01070557
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0558468
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0608714
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt07825
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0558468
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0600889
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0142805
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0185081
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0415663
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0423633
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0423633
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0807220
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0807220
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0360088
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0807220
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt0804472
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0807220
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt02748
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0824526
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt020054
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt02748
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt020054
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt020054
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt02748
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt032943
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0791583
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0807220
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt098.060000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0791583
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0824526
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Consistent with the Trust's governing instrument, the Trust (1) provides direct monetary support to Harvard College (its supported organization) by way of grants to the Houghton Library at Harvard College, and (2) administers, in conjunction with Harvard College, the "Amy Lowell Poetry Travelling Scholarship" (the "Award Program," described in greater detail in Schedule I, Part III). The grants distributed pursuant to the Award Program are grants to individual members of the charitable class benefited by Harvard College as described in Treas. Reg. 1.509(a)-4(e)(1). Certain reasonable and necessary expenses incurred in administering such grants and the grants to Harvard College, have been included on Schedule A, Part I, Line 11g, Column vi, as indirect monetary support to Harvard College.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Trust, established under the Will of renowned poet Amy Lowell, has partnered with Harvard College for nearly 100 years (since the death of Amy Lowell in 1925). The Trust has engaged in the activities described in Part I, Line 11g and in Schedule I, Part III in conjunction with Harvard College for many decades. Every year, a Committee for the Award Program, which includes a member of the faculty of Harvard's English Department and two poets of recognized standing, works closely with the Trustees to review and select poets to receive awards. In addition to the Award Program, the Trust makes distributions each year to the Houghton Library of Harvard College to support the Amy Lowell collection, and the Trustees periodically discuss the Trust's support with personnel at the Houghton Library. Furthermore, the Trustees provide quarterly investment reports to Harvard College, and invite representatives of Harvard College to meet to discuss Trust investments and activities. This interconnectedness constitutes a close and continuous relationship as described in Treas. Reg. 1.509(a)-4(i)(2)(ii)(C) and demonstrates that Harvard College has a significant voice in directing the use of the Trust's assets and in the Trust's investment policies.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2See narrative for Schedule A, Part IV, Section D, Line 2.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3As discussed above (Section D, Lines 2 and 3), the Trust collaborates with Harvard College with regard to specific activities - the Award Program and support for the Amy Lowell collection at the Houghton Library. The Trust's support is necessary to avoid the interruption of these activities. Furthermore, the length and nature of the relationship between the Trust and Harvard College as described above and in Schedule I, Part III demonstrates that Harvard College is attentive to the operations of the Trust.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part I, Line 11g:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Part IV, Section D, Line 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Schedule A, Part IV, Section D, Line 3:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Schedule A, Part V, Section D, Line 8:
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt022389164
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt023414651
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0625312
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0652249
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt021763852
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt022762402
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0335837
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0351220
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt022053327
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt023063431
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0771866
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0807220
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt022389164
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt023414651
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0771866
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0807220
IRS990ScheduleA/OtherSupportSumAmt032943
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0042103580
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt032943
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0791583
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0President & Fellows of Harvard College
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0791583
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt072000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Poetry Awards
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt02
IRS990ScheduleI/RecipientTable/CashGrantAmt0719583
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0For the purchase of books and manuscripts to maintain, increase, and enhance the "Amy Lowell Collection" of the Houghton Library.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Harvard College
IRS990ScheduleI/RecipientTable/RecipientEIN0042103580
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt086 Brattle Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Cambridge
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002138
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Organization makes grants every year to its supported organization, Harvard College, as required and for the purposes specified in the organization's governing instrument. The Trustees of the organization have assured themselves as they deem appropriate from time to time that the grant funds are being applied by Harvard College in a manner consistent with the purposes for which the organization was established.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1The Amy Lowell Travelling Poetry Scholarship is not a scholarship for college rather, it is a poetry contest, operated in cooperation with the Trust's supported organization, Harvard College. As set forth in the Will of Amy Lowell (under which the Trust was established), a committee consisting of one member of the English Department of Harvard College, two poets of recognized standing, and the Trustees of the Trust (collectively holding one of the four votes) must choose each year one poet "of American birth and of good standing or able promise" to receive an award (generally around $50,000). There are no restrictions on who may apply, other than the requirement that applicants must be citizens of the United States by birth. Applicants must submit an application form, a resume and a poetry sample generally not exceeding 40 typed pages. The winning poet must agree to spend one year outside North America, working on his or her poetry. On rare occasions, if there are two applicants of equal merit, the Committee may award a prize to both. Awards are paid in quarterly installments, beginning before departure to allow the winner to make travel arrangements. At the end of the year abroad, each winner may submit three poems to the Committee, and if the Committee determines that the poems are of particular merit (and if no more than one other poet has received an award for the following year), the poet may be given a second award, requiring a second year abroad. Because quarterly payments generally begin in the fall and end in the summer, in a given calendar year there may be two, three or (in rare instances) four individuals receiving award distributions. See http://www.amylowell.org for more information regarding this program. Although (due to the requirement that winning poets travel abroad for one year) winners are frequently physically outside the United States when quarterly payments are delivered to them, it is unclear under what circumstances one or more of them may be considered to be "living or residing outside the United States" for purposes of the Form 990 reporting requirements, and therefore whether awards should be reported on Schedule I (Activities Within the United States) or Schedule F (Activities Outside the United States). Because the awards do not constitute "expenditures for and investments in regions" outside the United States but rather constitute investments in American poetry the Trustees have reported these awards on Schedule I to Form 990.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule I, Part III:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0Choate Hall & Stewart LLP
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Partners are Trustees of Organization
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0159262
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Investment management, recordkeeping, custody, grant administration, and legal services rendered in the ordinary course of business. Fees are calculated as percentage of assets held. Trustees of the Organization, William A. Lowell and Thomas H.P. Whitney, Jr. are partners in the law firm of Choate Hall & Stewart, LLP, the provider of these services.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The trustees of the Organization, William A. Lowell and Thomas H.P. Whitney, Jr., have a business relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The trustees of the Organization delegate investment responsibility to Choate Investment Advisors, LLC, a registered investment advisor subsidiary of Choate Hall & Stewart, LLP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization does not have committees with the authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The annual Form 990 (and state Form PC) are provided to the managing trustee, William A. Lowell, an attorney and professional fiduciary, for his review and signature prior to those forms being filed. Mr. Lowell, as a practicing attorney and professional fiduciary, is familiar with the form and filing requirements for tax-exempt organizations. He is expressly authorized by his co-trustee, Thomas H.P. Whitney, Jr. (who is an attorney and professional fiduciary and who is given the opportunity to review the draft forms prior to filing) to review and sign the annual tax filings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Organization makes its governing documents, annual federal tax return (Form 990), annual state filing (MA Form PC), and financial statements available to the public upon request at the address indicated in Section C of Part VI of Form 990. The Organization does not have a written conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0President & Fellows of Harvard College
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0042103580
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0College & University
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01033 Massachusetts Avenue 3rd Floor
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Cambridge
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002138
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt022730713
IRS990/TotalAssetsEOYAmt022784091
IRS990/TotalAssetsGrp/BOYAmt022730713
IRS990/TotalAssetsGrp/EOYAmt022784091
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0154969
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0824526
IRS990/TotalFunctionalExpensesGrp/TotalAmt0979495
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt022730713
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt022784091

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,784,091
Liabilities
$0
Net assets
$22,784,091
Revenue
$978,954
Expenses
$979,495
Net income
-$541
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.3$0.00$31.3$1.70$1.24$0.46
2023Detailed filing. Detailed filing data is available for this year.$26.7$0.00$26.7$1.57$1.38$0.19
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.5$0.00$26.5$0.32$1.39$1.71
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.1$0.00$34.1$4.15$1.16$2.99
2020Detailed filing. Detailed filing data is available for this year.$30.5$0.00$30.5$1.01$1.07$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.3$0.00$27.3$1.80$1.03$0.78
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.3$0.00$25.3$3.02$1.04$1.98
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.6$0.00$26.6$2.04$0.99$1.05
2016Detailed filing. Detailed filing data is available for this year.$22.8$0.00$22.8$0.98$0.98$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.7$0.00$22.7$0.76$1.05$0.30
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$24.2$0.00$24.2$1.27$0.92$0.35
2013Summary only. Only limited summary data is available for this year.$19.1$0.00$19.1$1.84$0.93$0.90
2012Summary only. Only limited summary data is available for this year.$18.2$0.00$18.2$1.28$0.91$0.37
2011Summary only. Only limited summary data is available for this year.$17.9$0.00$17.9$0.92$0.95$0.03