LOWELL OBSERVATORY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LOWELL OBSERVATORY (EIN 86-0098918)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201323189349306592
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T10:03:44-08:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORDSTROM & ASSOCIATES PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 W DALE AVE STE 2 | AddressLine1 |
| City | Flagstaff | City |
| State | AZ | State |
| ZIP Code | 86001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860098918 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lowell Observatory | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOWE | NameControl |
| Phone | 9287743358 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 W Mars Hill Road | AddressLine1 |
| City | Flagstaff | City |
| State | AZ | State |
| ZIP Code | 86001 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAY MCCONAGHA | Name |
| Title | OPERATIONS DIR | Title |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIM D HANSEN | Name |
| PTIN | P00101620 | PTIN |
| Phone | 9287745086 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JEFFREY C HALL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 W Mars Hill Road | AddressLine1 |
| City | FLAGSTAFF | City |
| State | AZ | State |
| ZIP Code | 860014470 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10716794 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.lowell.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1946 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | Lowell's mission is to pursue the study of astronomy, especially the study of the solar system and its evolution; conduct pure research in astronomical phenomena; provide quality public education and outreach programs to bring the results of astronomical research to the public. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 1 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 1 | NbrIndependentVotingMembers |
| Total Nbr Employees | 123 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 6411760 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6186895 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 520427 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 606910 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -186783 | InvestmentIncomePriorYear |
| Investment Income Current Year | 237492 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 393083 | OtherRevenuePriorYear |
| Other Revenue Current Year | 645249 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7138487 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7676546 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 500 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 500 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3706790 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4810317 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 995911 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3418566 | OtherExpensePriorYear |
| Other Expenses Current Year | 4845087 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7125856 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9655904 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 12631 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1979358 | RevenuesLessExpensesCY |
| Total Assets BOY | 53848348 | TotalAssetsBOY |
| Total Assets EOY | 54884676 | TotalAssetsEOY |
| Total Liabilities BOY | 22745541 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 25541447 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 31102807 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 29343229 | NetAssetsOrFundBalancesEOY |
| Mission Description | Lowell's mission is to pursue the study of astronomy, especially the study of the solar system and its evolution; conduct pure research in astronomical phenomena; provide quality public education and outreach programs to bring the results of astronomical research to the public. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 7090596 | Expense |
| Description | CONDUCTED ASTRONOMICAL RESEARCH; PRODUCED 70 PUBLICATIONS, AND 88 CONFERENCE PROCEEDINGS AND ABSTRACTS. RESEARCH IS FUNDED PRIMARILY THROUGH GOVERNMENT GRANTS. EDUCATIONAL PROGRAMS RELATED TO ASTRONOMY. THE VISITOR CENTER AND OUTREACH PROGRAMS SERVED AN ESTIMATED 80,177 VISITORS. | Description |
| Total Program Service Expense | 7090596 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 22 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 123 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 1 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 1 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Kay McConagha | NamePerson |
| Telephone Number | 9287743358 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 W Mars Hill Road | AddressLine1 |
| City | Flagstaff | City |
| State | AZ | State |
| ZIP Code | 860014470 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|---|
| W LOWELL PUTNAM | ||||||||
| TRUST ADMIN | 1.00 | 0.00 | X | 1125 | 0 | 1056 | ||
| JEFFREY C HALL | ||||||||
| CEO | 40.00 | 0.00 | X | 113189 | 0 | 6417 | ||
| WILLIAM L PUTNAM | ||||||||
| President | 5.00 | 0.00 | X | 0 | 0 | 0 | ||
| KAY MCCONAGHA | ||||||||
| OPERATIONS DIR | 40.00 | 0.00 | 100006 | 0 | 0 | X | ||
| STEPHEN LEVINE | ||||||||
| Dep Dir for Tec | 40.00 | 0.00 | 117115 | 0 | 5850 | X | ||
| DEIDRE HUNTER | ||||||||
| SCIENCE DIR | 40.00 | 0.00 | 103327 | 0 | 5460 | X | ||
| CHARLES WENDT | ||||||||
| DEP DIR OF ADV | 40.00 | 0.00 | 130803 | 0 | 6900 | X | ||
| ALEXANDER VENETIOU | ||||||||
| DCT SENIOR ELECTRICAL ENGINEER | 40.00 | 0.00 | 105751 | 0 | 5407 | X | ||
| PHILLIP MASSEY | ||||||||
| ASTRONOMER | 40.00 | 0.00 | 113594 | 0 | 5680 | X | ||
| DAVID SCHLEICHER | ||||||||
| ASTRONOMER | 40.00 | 0.00 | 111128 | 0 | 5725 | X | ||
| WILLIAM T DEGROFF | ||||||||
| DCT PROJECT ENGINEER | 40.00 | 0.00 | 116344 | 0 | 5900 | X | ||
| EDWARD DUNHAM | ||||||||
| INSTRUMENT SCIENTIST | 40.00 | 0.00 | 134221 | 0 | 6630 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1146603 | TotalReportableCompFromOrg |
| Total Other Compensation | 55025 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| NILES RADIO COMMUNICATIONS | |||||
| 1602 N EAST STREET | FLAGSTAFF | AZ | 86004 | COMMUNICATIONS | 135579 |
| E2V AEROSPACE & DEFENSE | |||||
| 765 EAST SYCAMORE DRIVE | MILPITAS | CA | 95035 | TECHNOLOGY SOLUTIONS | 240000 |
| CNA INSURANCE | |||||
| DEPT LA 21245 | PASADENA | CA | 91185 | INSURANCE SERVICES | 156137 |
| BNY MELLON BANK | |||||
| PO BOX 11211 | NEW YORK | NY | 10286 | INVESTMENT SERVICES | 661654 |
| BLUE CROSS BLUE SHIELD | |||||
| PO BOX 81049 | PHOENIX | AZ | 85069 | INSURANCE SERVICES | 388748 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| Related Organizations | 700000 | RelatedOrganizations |
| Government Grants | 4041205 | GovernmentGrants |
| All Other Contributions | 1445690 | AllOtherContributions |
| Total Contributions | 6186895 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SPONSOR EDUCATIONAL PRGMS | Description |
| Business Code | 611600 | BusinessCode |
| Total Revenue Column | 606910 | TotalRevenueColumn |
| Related Or Exempt Function Income | 606910 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 606910 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 113960 | TotalRevenueColumn |
| Exclusion | $113,960 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2947124 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2823592 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 123532 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 123532 | TotalRevenueColumn |
| Exclusion | $123,532 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 382333 | GrossSalesOfInventory |
| Cost Of Goods Sold | 216656 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 165677 | TotalRevenueColumn |
| Related Or Exempt Function Income | 165677 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| TELESCOPE ACCESS FEES | 541700 | 215295 | 215295 | |
| OTHER INCOME | 900099 | 264277 | $264,277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 479572 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7676546 | TotalRevenueColumn |
| Related Or Exempt Function Income | 987882 | RelatedOrExemptFunctionIncome |
| Exclusion | $501,769 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 500 | Total |
| Program Services | 500 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1239312 | Total |
| Program Services | 867518 | ProgramServices |
| Management And General | 309828 | ManagementAndGeneral |
| Fundraising | 61966 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2822992 | Total |
| Program Services | 2122298 | ProgramServices |
| Management And General | 397030 | ManagementAndGeneral |
| Fundraising | 303664 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 460516 | Total |
| Program Services | 333873 | ProgramServices |
| Management And General | 76963 | ManagementAndGeneral |
| Fundraising | 49680 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 287497 | Total |
| Program Services | 211554 | ProgramServices |
| Management And General | 52265 | ManagementAndGeneral |
| Fundraising | 23678 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1329 | Total |
| Program Services | 163 | ProgramServices |
| Management And General | 1166 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31550 | Total |
| Management And General | 31550 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23510 | Total |
| Management And General | 23510 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 504666 | Total |
| Program Services | 106855 | ProgramServices |
| Management And General | 103223 | ManagementAndGeneral |
| Fundraising | 294588 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129483 | Total |
| Program Services | 999 | ProgramServices |
| Management And General | 215 | ManagementAndGeneral |
| Fundraising | 128269 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110138 | Total |
| Program Services | 36752 | ProgramServices |
| Management And General | 21917 | ManagementAndGeneral |
| Fundraising | 51469 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193441 | Total |
| Program Services | 72370 | ProgramServices |
| Management And General | 115333 | ManagementAndGeneral |
| Fundraising | 5738 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 412752 | Total |
| Program Services | 251036 | ProgramServices |
| Management And General | 156669 | ManagementAndGeneral |
| Fundraising | 5047 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201953 | Total |
| Program Services | 147758 | ProgramServices |
| Management And General | 38304 | ManagementAndGeneral |
| Fundraising | 15891 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23977 | Total |
| Program Services | 13473 | ProgramServices |
| Management And General | 6372 | ManagementAndGeneral |
| Fundraising | 4132 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350415 | Total |
| Program Services | 350415 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2104887 | Total |
| Program Services | 2020691 | ProgramServices |
| Management And General | 63147 | ManagementAndGeneral |
| Fundraising | 21049 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104189 | Total |
| Program Services | 13882 | ProgramServices |
| Management And General | 89463 | ManagementAndGeneral |
| Fundraising | 844 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Miscellaneous expenses | 47091 | 37481 | 6623 | 2987 |
| Dues and Subscritptions | 77118 | 29189 | 38146 | 9783 |
| contract services | 193200 | 193200 | ||
| SUPPLIES | 335388 | 280589 | 37673 | 17126 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9655904 | Total |
| Program Services | 7090596 | ProgramServices |
| Management And General | 1569397 | ManagementAndGeneral |
| Fundraising | 995911 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1175 | BOY |
| EOY | 127335 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 821975 | BOY |
| EOY | 1219645 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1859275 | BOY |
| EOY | 1026817 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80905 | BOY |
| EOY | 79440 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140936 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 57184696 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10821944 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46265477 | BOY |
| EOY | 46362752 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84716 | BOY |
| EOY | 5587890 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4242779 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 351110 | BOY |
| EOY | 480797 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53848348 | BOY |
| EOY | 54884676 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 570832 | BOY |
| EOY | 506282 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1755337 | BOY |
| EOY | 4548852 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20419372 | BOY |
| EOY | 20486313 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22745541 | BOY |
| EOY | 25541447 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29705507 | BOY |
| EOY | 26598557 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1334172 | BOY |
| EOY | 1941426 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63128 | BOY |
| EOY | 803246 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31102807 | BOY |
| EOY | 29343229 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53848348 | BOY |
| EOY | 54884676 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -1979358 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 219780 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6362543 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13665852 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5373189 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6583239 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6186895 | CurrentTaxYear |
| Total | 38171718 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 100000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 100000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 100000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 100000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 100000 | CurrentTaxYear |
| Total | 500000 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6462543 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13765852 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5473189 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6683239 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6286895 | CurrentTaxYear |
| Total | 38671718 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1527593 | AmountsSubstContributorsTotal |
| Public Support Total170 | 37144125 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 91911 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19388 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20329 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 100414 | CurrentTaxYearMinus1Year |
| Current Tax Year | 113960 | CurrentTaxYear |
| Total | 346002 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 100650 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 268928 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 264025 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 272031 | CurrentTaxYearMinus1Year |
| Current Tax Year | 479572 | CurrentTaxYear |
| Total | 1385206 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 40402926 | TotalSupport |
| Public Support Pertcentage170 | 0.91930 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.96650 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 400000 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | true | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 84715 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1007329 | InvestmentEarningsOrLosses |
| Other Expenditures | 958322 | OtherExpenditures |
| Administrative Expenses | 3996 | AdministrativeExpenses |
| End Of Year Balance | 129726 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 95378 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -10663 | InvestmentEarningsOrLosses |
| End Of Year Balance | 84715 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 91356 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 11100 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7078 | GrantsOrScholarships |
| End Of Year Balance | 95378 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 76214 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 15142 | InvestmentEarningsOrLosses |
| End Of Year Balance | 91356 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 101400 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -21388 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3798 | GrantsOrScholarships |
| End Of Year Balance | 76214 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.66000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.34000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 670434 | OtherCostOrOtherBasis |
| Book Value | 670434 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19159277 | OtherCostOrOtherBasis |
| Depreciation | 4707978 | Depreciation |
| Book Value | 14451299 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34662898 | OtherCostOrOtherBasis |
| Depreciation | 5639892 | Depreciation |
| Book Value | 29023006 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2692087 | OtherCostOrOtherBasis |
| Depreciation | 474074 | Depreciation |
| Book Value | 2218013 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 46362752 | TotalOfBookValueLandBuildings |
| Tot Revenue Etc Audited Fincl Stmt | 10315511 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 219779 | NetUnrealizedGainsInvestments |
| Other Revenues | 3119186 | OtherRevenues |
| Revenue Not Rptd F990 | 3338965 | RevenueNotRptdF990 |
| Revenue Subtotal | 6976546 | RevenueSubtotal |
| Other Revenues Not Included | 700000 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 700000 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7676546 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9754188 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 98284 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 98284 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9655904 | ExpensesSubtotal |
| Total Expenses Per Form990 | 9655904 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XII, Line 2d | Part XII, Line 2d: Other expenses and losses per audited F/S | Investment Exp, reported on Trust 990 $98284 |
| Part XI, Line 4b | Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S | Related organization grant $700000 |
| Part XI, Line 2d | Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Investment Income reported on Trust 990 $3119186 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | UPON REQUEST TO THE DEPUTY DIRECTOR FOR OPERATIONS, THE 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. THE 990 IS ALSO AVAILABLE ON GUIDESTAR. A SUMMARY OF THE CONSOLIDATED FINANCIAL STATEMENTS IS PUBLISHED ANNUALLY IN AN ANNUAL REPORT AND MAILED TO DONORS. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | THE ORGANIZATION CONDUCTS WEEKLY REVIEWS OF PAYABLES INCLUDING POTENTIAL CONFLICTS OF INTEREST AND FOLLOW-UP OCCURS TO ENFORCE COMPLIANCE WITH THE COMPANY POLICY. |
| Form 990, Part VI, Line 11b | Form 990, Part VI, Line 11b: Form 990 Review Process | A COPY OF THE 990 IS PROVIDED TO THE AUDIT COMMITTEE, THE TRUSTEE, THE TRUST ADMINISTRATOR AND THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. |
| Form 990, Part VI, Line 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | THE SOLE TRUSTEE IS THE PARENT OF THE TRUST ADMINISTRATOR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERCIVAL LOWELL TRUST UW | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 W MARS HILL ROAD | AddressLine1 |
| City | FLAGSTAFF | City |
| State | AZ | State |
| ZIP Code | 860014470 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042007327 | EIN |
| Primary Activities | TRUST F/B/O LOWELL OBSERVATORY | PrimaryActivities |
| Legal Domicile State | AZ | LegalDomicileState |
| Exempt Code Section | 4947(A)(1) | ExemptCodeSection |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | true | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | true | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| PERCIVAL LOWELL TRUST UW | ||
| r | 700000 | FMV |
| PERCIVAL LOWELL TRUST UW | ||
| e | 20400000 | FMV |