Civic Intelligence

Lowell Observatory Foundation

990 • Fiscal year 2019 • EIN 47-2052113

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 24, 2020

Organization ProfileFOUNDATION.LOWELL.EDU
1400 W Mars Hill RoadFlagstaff, AZ 86001-4470

(928) 774-3358

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

8th percentile

-36%

Higher net margin than 8% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

67th percentile

$164,024

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 21.0% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-42%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$6,705,300

Up $681,797 (+11%) from 2018

Net Assets

Up

$6,705,300

Up $681,797 (+11%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin8th percentile

Revenue

Down

$780,460

Down $574,555 (-42%) from 2018

Expenses

Up

$1,058,675

Up $835,130 (+374%) from 2018

Net Income

Down

-$278,215

Down $1,409,685 (-125%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$20M$15M$10M$5.0M$0Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $2,075,468Liabilities 2015: $0Net Assets 2015: $2,075,4682015Assets 2016: $3,468,940Liabilities 2016: $0Net Assets 2016: $3,468,9402016Assets 2017: $5,339,642Liabilities 2017: $0Net Assets 2017: $5,339,6422017Assets 2018: $6,023,503Liabilities 2018: $0Net Assets 2018: $6,023,5032018Assets 2019: $6,705,300Liabilities 2019: $0Net Assets 2019: $6,705,3002019Assets 2020: $9,679,419Liabilities 2020: $104,054Net Assets 2020: $9,575,3652020Assets 2021: $10,878,749Liabilities 2021: $35,790Net Assets 2021: $10,842,9592021Assets 2022: $9,574,343Liabilities 2022: $0Net Assets 2022: $9,574,3432022Assets 2023: $13,980,770Liabilities 2023: $0Net Assets 2023: $13,980,7702023Assets 2024: $15,249,410Liabilities 2024: $0Net Assets 2024: $15,249,4102024

Highlighted filing

2019

Assets$6,705,300
Liabilities$0
Net Assets$6,705,300
Open 2019 Filing

Operations Trend

Revenue Growth7th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $2,282,132Expenses 2015: $13,353Net Income 2015: $2,268,7792015Revenue 2016: $1,422,188Expenses 2016: $129,006Net Income 2016: $1,293,1822016Revenue 2017: $1,688,841Expenses 2017: $123,419Net Income 2017: $1,565,4222017Revenue 2018: $1,355,015Expenses 2018: $223,545Net Income 2018: $1,131,4702018Revenue 2019: $780,460Expenses 2019: $1,058,675Net Income 2019: -$278,2152019Revenue 2020: $2,194,735Expenses 2020: $257,346Net Income 2020: $1,937,3892020Revenue 2021: $1,073,893Expenses 2021: $667,968Net Income 2021: $405,9252021Revenue 2022: $587,737Expenses 2022: $379,919Net Income 2022: $207,8182022Revenue 2023: $3,755,865Expenses 2023: $432,257Net Income 2023: $3,323,6082023Revenue 2024: $1,559,624Expenses 2024: $463,426Net Income 2024: $1,096,1982024

Highlighted filing

2019

Revenue$780,460
Expenses$1,058,675
Net Income-$278,215
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 24, 2020
Return Version
2019v5.1
Gross Receipts
$806,982
Mission and Program Overview

Mission

The foundation was established to help donors achieve their long-term endowment goals and manage short-term targeted donations to lowell observatory in order to support the observatory's mission in perpetuity.

To sustain and enhance lowell observatory's mission of research and education by generating perpetual financial support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,967,945$3,191,052▲ $223,107
Savings and Temporary Cash Investments$2,245,355$2,883,296▲ $637,941
Land, Buildings, and Equipment, Net$748,546--
Pledges and Grants Receivable$1,700$519,467▲ $517,767
Cash and Non-Interest-Bearing Accounts$59,957$110,465▲ $50,508
Total Assets$6,023,503$6,705,300▲ $681,797
Other Assets Total-$1,020-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$5,218,300$6,680,418▲ $1,462,118
Net Assets Without Donor Restrictions$805,203$24,882▼ $780,321
Total Net Assets Fund Balance$6,023,503$6,705,300▲ $681,797
Total Liabilities and Net Assets / Fund Balance$6,023,503$6,705,300▲ $681,797

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$5,064,600$65,031▲ $983,515-$5,912,722
2018$5,118,816$467,872▼ $319,708-$5,064,600
2017$3,288,078$1,476,056▲ $466,533-$5,118,816
2016$2,075,218$1,254,991▲ $181,391$94,516$3,288,078
2015-$2,282,857▼ $207,639-$2,075,218
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleOtherTotal
W Lowell PutnamTrustee$8,638$8,638

Board Members and Trustees

NameTitle
W David ConnellBoard Chair
John a Radway JrBoard Vice-chair
Anne LabruzzoDeputy Director for Administration
Anne T ActorExecutive Director
David D ChaseTrustee
Donna WeistropTrustee
John MenkeTrustee
Stephen W BrownTrustee
Virginia G GiovaleTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$699,109
Program Service Revenue
$0
Investment Income
$81,351
Other Revenue
$0
All Other Contributions
$646,735
Change in Net Assets
$-278,215
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,009,235
Other Expenses$49,440
Total Fundraising Expense$4,548
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,009,235--$1,009,235
Fees for Service Investment Mgmnt Fees-$37,187-$37,187
Fees for Services Accounting-$5,100-$5,100
Other Expenses--$4,500$4,500
Insurance-$1,893-$1,893
Fees for Services Legal-$712-$712
Office Expenses--$48$48
Total Functional Expenses$1,009,235$44,892$4,548$1,058,675
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lowell ObservatoryFlagstaff, AZ501(c)(3)Endowment Earnings/general Support$260,689
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
Yes
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 board of trustees will consist of a minimum of seven members and up to a maximum of fifteen members. One of the members shall be the sole trustee of the lowell observatory who shall always be a trustee of the foundation. The remaining trustees making up the foundation board of trustees have all been selected by nomination of the executive committee of the advisory board of lowell observatory and approved by a majority vote of the advisory board of lowell observatory at its annual meeting.”

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 lowell observatory audit committee and the foundation board of trustees 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 board chairman.”

Form 990, Part VI, Section B, Line 12C

“Each of the foundation trustees certify in writing annually that they are in compliance with the provisions of the foundation's conflicts of interest policy. The foundation believes that this provides reasonable additional protection against prohibited transactions.”

Form 990, Part VI, Section C, Line 19

“All of these documents will be posted on the foundation website and the form 990 will be available on charity navigator and guidestar.”

Filing and Contact Details

Filer

Filer Name
Lowell Observatory Foundation
EIN
47-2052113
Phone
9287743358
Address
1400 W MARS HILL ROAD, FLAGSTAFF, AZ 86001-4470

Signing Officer

Name
W David Connell
Title
Board Chairman
Phone
9287743358
Signed
2020-06-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
W David Connell
Formed
2014
Legal Domicile
Az
Voting Board Members
8
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Beachfleischman Pc
Address
1985 E RIVER ROAD SUITE 201, TUCSON, AZ 85718
Preparer
Kelly L Meltzer CPA
Phone
5203214600
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“A majority of the endowment funds are held in perpetuity for the benefit of lowell observatory.”

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.”

Raw XML AppendixShowing 400 of 519 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/ActivityOrMissionDesc0TO SUSTAIN AND ENHANCE LOWELL OBSERVATORY'S MISSION OF RESEARCH AND EDUCATION BY GENERATING PERPETUAL FINANCIAL SUPPORT.
IRS990/AllOtherContributionsAmt0646735
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ANNE LABRUZZO
IRS990/BooksInCareOfDetail/PhoneNum09282333239
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01400 W MARS HILL ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0FLAGSTAFF
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0860014470
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt059957
IRS990/CashNonInterestBearingGrp/EOYAmt0110465
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0699109
IRS990/CYGrantsAndSimilarPaidAmt01009235
IRS990/CYInvestmentIncomeAmt081351
IRS990/CYOtherExpensesAmt049440
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-278215
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01058675
IRS990/CYTotalFundraisingExpenseAmt04548
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0780460
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0LOWELL OBSERVATORY FOUNDATION MANAGES THE ENDOWMENT FUNDS FOR LOWELL OBSERVATORY. IN 2019 THE FOUNDATION TRANSFERRED $220,000 OF INVESTMENT EARNINGS TO THE OBSERVATORY IN ORDER TO SUPPORT GENERAL OPERATIONS. IT ALSO TRANSFERRED DONATED REAL ESTATE VALUED AT $748,000 TO THE OBSERVATORY SO IT COULD BE USED IN PART FOR LODGING FACILITIES AND THE REMAINDER TO BE SOLD IN 2020.IN 2019 THE FOUNDATION RECEIVED A $300,000 PLEDGE FOR THE GODO ENDOWMENT FUND THAT ASSURES THAT THE GIOVALE OPEN DECK OBSERVATORY WILL CONTINUE TO PROVIDE A HIGH-QUALITY EDUCATIONAL EXPERIENCE FOR LOWELL OBSERVATORY GUESTS. SUPPORT FROM THIS FUND PROVIDES FOR THE CARE AND MAINTENANCE OF THE GODO STRUCTURES, TELESCOPES, AND EXHIBITS. THIS PLEDGE WILL BE PAID IN INSTALLMENTS DURING 2022 THROUGH 2024. THE FOUNDATION ALSO RECEIVED A $250,000 PLEDGE FOR THE HISTORIC PRESERVATION FUND THAT SUPPORTS IN PERPETUITY THE PRESERVATION OF LOWELL OBSERVATORY'S RICH COLLECTION OF HISTORIC PAPERS, CORRESPONDENCE, RESEARCH MATERIALS, AND INSTRUMENTS THROUGH THE EFFORTS OF THE PUTNAM COLLECTION CENTER STAFF AND VOLUNTEERS. THIS PLEDGE IS EXPECTED TO BE FULFILLED IN 2021. IN ADDITION TO THESE PLEDGES $81,000 WAS RECEIVED IN VARIOUS DONATIONS TO ITS EXISTING ENDOWMENT FUNDS AND $49,000 IN UNRESTRICTED GIFTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt05218300
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt06680418
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01009235
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05100
IRS990/FeesForServicesAccountingGrp/TotalAmt05100
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0712
IRS990/FeesForServicesLegalGrp/TotalAmt0712
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt037187
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt037187
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt032.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt136.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt238.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt48567
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt816300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt917045
IRS990/Form990PartVIISectionAGrp/PersonNm0STEPHEN W BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID D CHASE
IRS990/Form990PartVIISectionAGrp/PersonNm2VIRGINIA G GIOVALE
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN MENKE
IRS990/Form990PartVIISectionAGrp/PersonNm4W LOWELL PUTNAM
IRS990/Form990PartVIISectionAGrp/PersonNm5DONNA WEISTROP
IRS990/Form990PartVIISectionAGrp/PersonNm6W DAVID CONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN A RADWAY JR
IRS990/Form990PartVIISectionAGrp/PersonNm8ANNE T ACTOR
IRS990/Form990PartVIISectionAGrp/PersonNm9ANNE LABRUZZO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt471
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8147724
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9139113
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DEPUTY DIRECTOR FOR ADMINISTRATION
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-26522
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt01009235
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01009235
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01009235
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0806982
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01893
IRS990/InsuranceGrp/TotalAmt01893
IRS990/InvestmentIncomeGrp/ExclusionAmt0107873
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0107873
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02967945
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03191052
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0748546
IRS990/LegalDomicileStateCd0AZ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt026522
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION WAS ESTABLISHED TO HELP DONORS ACHIEVE THEIR LONG-TERM ENDOWMENT GOALS AND MANAGE SHORT-TERM TARGETED DONATIONS TO LOWELL OBSERVATORY IN ORDER TO SUPPORT THE OBSERVATORY'S MISSION IN PERPETUITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06023503
IRS990/NetAssetsOrFundBalancesEOYAmt06705300
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-26522
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-26522
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0960012
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0805203
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt024882
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt048
IRS990/OfficeExpensesGrp/TotalAmt048
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt01020
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0LICENSES AND FEES
IRS990/OtherExpensesGrp/FundraisingAmt04500
IRS990/OtherExpensesGrp/TotalAmt04500
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01700
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0519467
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0W DAVID CONNELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01234620
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0171529
IRS990/PYInvestmentIncomeAmt0120395
IRS990/PYOtherExpensesAmt052016
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01131470
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0223545
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01355015
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-278215
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt052374
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02245355
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02883296
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
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/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0860098918
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01009235
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LOWELL OBSERVATORY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01009235
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt037187
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05064600
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt065031
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05912722
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0163237
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0983515
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt036275
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05118816
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0467872
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05064600
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0166105
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-319708
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt029325
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03288078
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01476056
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05118816
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt082526
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0466533
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt020000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02075218
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01254991
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03288078
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0109006
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0181391
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt094516
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02282857
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02075218
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-207639
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0A MAJORITY OF THE ENDOWMENT FUNDS ARE HELD IN PERPETUITY FOR THE BENEFIT OF LOWELL OBSERVATORY.
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/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0260689
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt0748546
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0HOUSE AND LAND
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ENDOWMENT EARNINGS/GENERAL SUPPORT
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/ZIPCd086001
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0BOOK VALUE
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION 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 I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0147724
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1139113
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt07472
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt17510
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt08828
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt19535
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANNE T ACTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ANNE LABRUZZO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1DEPUTY DIRECTOR FOR ADMINISTRATION
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0164024
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1156158
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES WILL CONSIST OF A MINIMUM OF SEVEN MEMBERS AND UP TO A MAXIMUM OF FIFTEEN MEMBERS. ONE OF THE MEMBERS SHALL BE THE SOLE TRUSTEE OF THE LOWELL OBSERVATORY WHO SHALL ALWAYS BE A TRUSTEE OF THE FOUNDATION. THE REMAINING TRUSTEES MAKING UP THE FOUNDATION BOARD OF TRUSTEES HAVE ALL BEEN SELECTED BY NOMINATION OF THE EXECUTIVE COMMITTEE OF THE ADVISORY BOARD OF LOWELL OBSERVATORY AND APPROVED BY A MAJORITY VOTE OF THE ADVISORY BOARD OF LOWELL OBSERVATORY AT ITS ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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 LOWELL OBSERVATORY AUDIT COMMITTEE AND THE FOUNDATION BOARD OF TRUSTEES 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 BOARD CHAIRMAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH OF THE FOUNDATION TRUSTEES CERTIFY IN WRITING ANNUALLY THAT THEY ARE IN COMPLIANCE WITH THE PROVISIONS OF THE FOUNDATION'S CONFLICTS OF INTEREST POLICY. THE FOUNDATION BELIEVES THAT THIS PROVIDES REASONABLE ADDITIONAL PROTECTION AGAINST PROHIBITED TRANSACTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL OF THESE DOCUMENTS WILL BE POSTED ON THE FOUNDATION WEBSITE AND THE FORM 990 WILL BE AVAILABLE ON CHARITY NAVIGATOR AND GUIDESTAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0TRUST UW OF PERCIVAL LOWELL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,705,300
Liabilities
$0
Net assets
$6,705,300
Revenue
$780,460
Expenses
$1,058,675
Net income
-$278,215
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$1.56$0.46$1.10
2023Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$3.76$0.43$3.32
2022Detailed filing. Detailed filing data is available for this year.$9.57$0.00$9.57$0.59$0.38$0.21
2021Detailed filing. Detailed filing data is available for this year.$10.9$0.04$10.8$1.07$0.67$0.41
2020Detailed filing. Detailed filing data is available for this year.$9.68$0.10$9.58$2.19$0.26$1.94
2019Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$0.78$1.06$0.28
2018Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$1.36$0.22$1.13
2017Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$1.69$0.12$1.57
2016Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$1.42$0.13$1.29
2015Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$2.28$0.01$2.27
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00