Civic Intelligence

Lowell Observatory Foundation

990 • Fiscal year 2024 • EIN 47-2052113

Jan 01, 2024 to Dec 31, 2024 • Filed on Aug 13, 2025

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

5th percentile

0.00x

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

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

5th percentile

0.00x

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

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

94th percentile

70%

Higher net margin than 94% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$204,171

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 13.1% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

63rd percentile

9.1%

Faster asset growth than 63% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-58%

Faster revenue growth than 3% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$15,249,410

Up $1,268,640 (+9.1%) from 2023

Net Assets

Up

$15,249,410

Up $1,268,640 (+9.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$1,559,624

Down $2,196,241 (-58%) from 2023

Expenses

Up

$463,426

Up $31,169 (+7.2%) from 2023

Net Income

Down

$1,096,198

Down $2,227,410 (-67%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$15,249,410
Liabilities$0
Net Assets$15,249,410

Operations Trend

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

2024

Revenue$1,559,624
Expenses$463,426
Net Income$1,096,198
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 13, 2025
Return Version
2024v5.2
Gross Receipts
$7,204,275
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 by generating perpetual financial support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,085,112$8,976,948▼ $1,108,164
Savings and Temporary Cash Investments$427,322$792,031▲ $364,709
Pledges and Grants Receivable$2,350,000$360,000▼ $1,990,000
Cash and Non-Interest-Bearing Accounts$154,411$186,366▲ $31,955
Total Assets$13,980,770$15,249,410▲ $1,268,640
Other Assets Total$963,925$4,934,065▲ $3,970,140
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$11,844,802$13,098,819▲ $1,254,017
Net Assets Without Donor Restrictions$2,135,968$2,150,591▲ $14,623
Total Net Assets Fund Balance$13,980,770$15,249,410▲ $1,268,640
Total Liabilities and Net Assets / Fund Balance$13,980,770$15,249,410▲ $1,268,640

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$4,934,065--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$13,736,083$671,148▲ $1,036,207$461,681$14,981,757
2023$9,340,302$3,530,000▲ $1,240,187-$13,736,083
2022$10,508,109$604,748▼ $1,425,624-$9,340,302
2021$8,732,599$866,064▲ $1,221,110-$10,508,109
2020$5,912,722$2,278,596▲ $760,521-$8,732,599
Compensation and Service Providers

Employees

NameTitleOtherTotal
W Lowell PutnamTrustee$18,684$18,684

Board Members and Trustees

NameTitle
Marjorie McclanahanBoard Chair
George Putnam IiiBoard Vice-chair
Leslie CurrieExecutive Director
Camille BiblesTrustee
David D ChaseTrustee
Donna WeistropTrustee
Logan BayerTrustee
Neil GavinTrustee
Patricia BowdlerTrustee
Stephen W BrownTrustee
Virginia G GiovaleTrustee
W David ConnellTrustee
Anne LabruzzoChief Financial Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$692,614
Program Service Revenue
$0
Investment Income
$867,010
Other Revenue
$0
All Other Contributions
$692,614
Change in Net Assets
$1,096,198

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Residential1$525,000Appraisal
Securities Publicly Traded2$25,811Transaction Value
Total Noncash Contributions3$550,811-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$385,201
Other Expenses$78,225
Total Fundraising Expense$8,917
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$385,201--$385,201
Fees for Service Investment Mgmnt Fees-$54,194-$54,194
Fees for Services Accounting-$12,000-$12,000
Other Expenses--$8,917$8,917
Insurance-$2,876-$2,876
Office Expenses-$238-$238
Total Functional Expenses$385,201$69,308$8,917$463,426
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lowell ObservatoryFlagstaff, AZ501(c)(3)Operational Support$385,201
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 shall be considered by the executive committee for appointment or reappointment after receiving the nomination from the lowell observatory foundation board. Once approved by the executive committee, the successor trustees' appointment shall be subject to the approval of a majority vote by the advisory board of the lowell observatory present at its annual meeting.

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

The form 990 draft will be first reviewed by the chief financial officer (cfo) for the observatory for accuracy. Once it has been deemed accurate by the cfo, 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, the 990 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 certifies in writing annually that they are in compliance with the provisions of the foundation's conflicts of interest policy. A copy of this policy is located at: http://foundation.lowell.edu/wp-content/uploads/sites/2/2023/01/policy-conf ict-of-interest-02-2016.pdf. 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
Anne Labruzzo
Title
CFO
Phone
9287743358
Signed
2025-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marjorie Mcclanahan
Formed
2014
Legal Domicile
Az
Voting Board Members
12
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Beachfleischman Pllc
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:

A majority of the foundation's assets are endowment funds 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 557 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 BY GENERATING PERPETUAL FINANCIAL SUPPORT.
IRS990/AllOtherContributionsAmt0692614
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/BOYAmt0154411
IRS990/CashNonInterestBearingGrp/EOYAmt0186366
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0692614
IRS990/CYGrantsAndSimilarPaidAmt0385201
IRS990/CYInvestmentIncomeAmt0867010
IRS990/CYOtherExpensesAmt078225
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01096198
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0463426
IRS990/CYTotalFundraisingExpenseAmt08917
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01559624
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE LOWELL OBSERVATORY FOUNDATION (LOF) ACCEPTS GIFTS FOR ENDOWED FUNDS AND MANAGES THE FUNDS TO SUPPORT THE OBSERVATORY'S GENERAL OPERATIONS AND THE GROWTH OF THE ENDOWED FUNDS. IN 2024, THE FOUNDATION RECEIVED SEVERAL GENEROUS GIFTS. ONE EXAMPLE IS THE $525,000 FROM HENRY FLIEGEL TO BUILD UP THE PERCIVAL LOWELL POST DOCTORAL FELLOWSHIP ENDOWMENT. IN ADDITION, WE RECEIVED A NUMBER OF CONTRIBUTIONS TO GROW THE ADC ENDOWMENT. WITH UNCERTAIN MARKET TRENDS, THE NEW GIFTS TO THE FOUNDATION IN 2024 WILL GUARD AGAINST ANY POTENTIAL CORRECTIONS OR DOWNTURNS IN 2025.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt011844802
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt013098819
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0385201
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012000
IRS990/FeesForServicesAccountingGrp/TotalAmt012000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt054194
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt054194
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt032.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt138.00
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/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
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/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
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/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt818678
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1215640
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1322166
IRS990/Form990PartVIISectionAGrp/PersonNm0LOGAN BAYER
IRS990/Form990PartVIISectionAGrp/PersonNm1CAMILLE BIBLES
IRS990/Form990PartVIISectionAGrp/PersonNm2PATRICIA BOWDLER
IRS990/Form990PartVIISectionAGrp/PersonNm3STEPHEN W BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID D CHASE
IRS990/Form990PartVIISectionAGrp/PersonNm5W DAVID CONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm6NEIL GAVIN
IRS990/Form990PartVIISectionAGrp/PersonNm7VIRGINIA G GIOVALE
IRS990/Form990PartVIISectionAGrp/PersonNm8W LOWELL PUTNAM
IRS990/Form990PartVIISectionAGrp/PersonNm9DONNA WEISTROP
IRS990/Form990PartVIISectionAGrp/PersonNm10MARJORIE MCCLANAHAN
IRS990/Form990PartVIISectionAGrp/PersonNm11GEORGE PUTNAM III
IRS990/Form990PartVIISectionAGrp/PersonNm12LESLIE CURRIE
IRS990/Form990PartVIISectionAGrp/PersonNm13ANNE 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/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt86
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12188531
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13176555
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-73226
IRS990/GainOrLossGrp/SecuritiesAmt0703114
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0385201
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0385201
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0385201
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06274539
IRS990/GrossReceiptsAmt07204275
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02876
IRS990/InsuranceGrp/TotalAmt02876
IRS990/InvestmentIncomeGrp/ExclusionAmt0237122
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0237122
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010085112
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08976948
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AZ
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt073226
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05571425
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUSTAIN AND ENHANCE LOWELL OBSERVATORY'S MISSION OF RESEARCH AND EDUCATION BY GENERATING PERPETUAL FINANCIAL SUPPORT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013980770
IRS990/NetAssetsOrFundBalancesEOYAmt015249410
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0629888
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0629888
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0172442
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02135968
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02150591
IRS990/NoncashContributionsAmt0550811
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0238
IRS990/OfficeExpensesGrp/TotalAmt0238
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0963925
IRS990/OtherAssetsTotalGrp/EOYAmt04934065
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0LICENSES AND FEES
IRS990/OtherExpensesGrp/FundraisingAmt08917
IRS990/OtherExpensesGrp/TotalAmt08917
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02350000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0360000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARJORIE MCCLANAHAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03530530
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0372198
IRS990/PYInvestmentIncomeAmt0225335
IRS990/PYOtherExpensesAmt060059
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03323608
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0432257
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03755865
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01096198
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0427322
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0792031
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/SupportAmt0385201
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LOWELL OBSERVATORY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0385201
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/BoardDesignatedBalanceEOYPct00.14210
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt013736083
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0671148
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt014981757
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01036207
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0461681
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt044192
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt09340302
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt03530000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt013736083
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0330214
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01240187
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt052528
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010508109
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0604748
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt09340302
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0294403
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1425624
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt051855
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt08732599
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0866064
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010508109
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0259809
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01221110
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt044054
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05912722
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt02278596
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08732599
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0175186
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0760521
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt04934065
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM RELATED PARTY
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.85790
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0A MAJORITY OF THE FOUNDATION'S ASSETS ARE ENDOWMENT FUNDS 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/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt04934065
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0385201
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONAL 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/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/CompensationBasedOnRltdOrgsAmt0171156
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1176555
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt04700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt18977
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt010940
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt113189
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt017375

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings