2012-09-07T19:06:39-07:00 2011-12-31 990 2011-01-01 860098918 LOWELL OBSERVATORY LOWE 9287743358 1400 W Mars Hill Road Flagstaff AZ 860014470 Kay McConagha 9287743358 2012-08-15 2011 2016-02-24 21:20:13Z Jeffrey Hall 1400 West Mars Hill Road Flagstaff AZ 86001 11863704 0 X www.lowell.edu X 1946 AZ The mission of Lowell Observatory is to pursue the study of astronomy, especially the study of the solar system and its evolution; to conduct pure research in astronomical phenomena; and maintain quality public education and outreach programs to bring the results of astronomical outreach to the public. 1 1 109 50 0 0 5260696 6411760 415117 520427 25200 -186783 361491 393083 6062504 7138487 500 500 0 0 3463811 3706790 0 0 727957 2358435 3418566 5822746 7125856 239758 12631 52551561 53848348 21461385 22745541 31090176 31102807 The mission of Lowell Observatory is to pursue the study of astronomy, especially the study of the solar system and its evolution; to conduct pure research in astronomical phenomena; and to maintain quality public education and outreach programs to bring the results of astronomical research to the public. 0 0 4969426 156744 239668 Conducting astronomical research: 71 Publications, 106 conference proceedings and abstracts. Research is funded primarily through government grants of $3,917,410. 440268 0 641479 Educational programs related to astronomy. The visitor center and outreach programs served an estimated 75,130 visitors. 0 0 0 5409694 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 1 35 0 1 109 1 0 0 0 0 0 1 1 0 0 0 1 1 0 X 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 0 AZ X Kay Lenore McConagha CPA 9287743358 Lowell Observatory 1400 W Mars Hill Road Flagstaff AZ 860014470 William L Putnam 0 X 0 0 0 Jeffrey C Hall 40 X 109436 0 11549 Charles Wendt 40 X 130251 0 6998 Deidre Hunter 40 X 100397 0 6998 Stephen Levine 40 X 111632 0 7621 Kay McConagha 40 X 1539 0 0 W Lowell Putnam 5 X 2096 0 5298 Edward Dunham 40 X 126044 0 11554 William T DeGroff 40 X 110564 0 10905 David Schleicher 40 X 105194 0 10728 Philip Massey 40 X 107326 0 10688 Alex Venetiou 40 X 100772 0 10448 1005251 0 92787 9 0 0 0 BNY Mellon Bank Church Street Station PO Box 11211 New York NY 10286 Investment and loan services 704022 Blue Cross Blue Shield PO Box 81049 Phoenix AZ 85069 Insurance services 433763 General Dynamics SATCOM Technologies 1219 Digital Drive Richardson TX 75081 Telescope mount, design and fabrication 419307 L3 Communications Corp - Brashear 615 Epsilon Pennsylvania PA 15238 Figure, polish, test secondary mirror 393158 CNA Insurance Dept LA 21245 Pasadena CA 91185 Insurance 122723 7 0 0 0 470000 3917410 2024350 69807 6411760 Sponsor Educational programs. 611600 520427 520427 0 0 0 0 0 0 520427 100414 0 0 100414 0 0 0 0 0 0 0 0 0 0 4269466 0 4556663 0 -287197 0 -287197 0 0 -287197 0 289606 168554 121052 121052 0 0 Telescope Access Fees 541700 239668 239668 0 0 Miscellaneous 900099 32363 0 0 32363 0 0 0 0 272031 7138487 881147 0 -154420 0 0 500 500 0 0 0 0 1058014 743825 246189 68000 0 0 0 0 2002362 1491597 182073 328692 128154 100073 16309 11772 301219 221619 47374 32226 217041 162311 29002 25728 0 0 0 0 23139 6534 16605 0 32400 0 32400 0 0 0 0 0 0 0 2514 0 2514 0 243808 148265 65249 30294 131592 30623 2240 98729 209000 76094 88130 44776 178260 70636 92319 15305 0 0 0 0 269908 237105 26032 6771 219712 165511 39872 14329 0 0 0 0 44329 26130 14681 3518 0 0 0 0 0 0 0 0 1647940 1578303 50879 18758 40090 20672 15344 4074 Miscellaneous 69335 29214 16207 23914 Parts, Repairs and Maintenance 149795 143938 4786 1071 Subcontracts 156744 156744 0 0 7125856 5409694 988205 727957 2375 1175 958777 821975 2319382 1859275 87149 80905 237752 140936 55129149 8863672 42638263 46265477 95379 84716 5631297 4242779 581187 351110 52551561 53848348 592759 570832 432040 1755337 20436586 20419372 0 21461385 22745541 X 30808296 29705507 218752 1334172 63128 63128 31090176 31102807 52551561 53848348 12631 0 X 0 1 1 X 1 1 X 9441036 6362543 13665852 5373189 6583239 41425859 100000 100000 100000 100000 100000 500000 9541036 6462543 13765852 5473189 6683239 41925859 0 41925859 130309 91911 19388 20329 100414 362351 0 0 0 0 0 0 183333 100650 268928 264025 272031 1088967 43377177 0 0.96654 0.61699 X Part II, Line 10 Other Income - Revenue primarily to cover expenses for telescope use by astronomers from other organizations. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 400000 0 0 X 1 95378 0 -10663 0 0 0 84715 91356 0 11100 7078 0 0 95378 76214 0 15142 0 0 0 91356 101400 0 -21388 3798 0 0 76214 0 0.66 0.34 0 0 0 670434 670434 0 12161307 4217328 7943979 0 0 0 0 0 7617588 4646344 2971244 0 34679820 0 34679820 46265477 Other Securities 4242779 F 4242779 SchD_P03_S00_L04 Schedule D, Part III, Line 4 The collection item consists of a vintage car which was donated to the Observatory by the sole trustee during 2002. The car was capitalized based on its appraised value at the date of the unrestricted contribution. SchD_P05_S00_L04 Schedule D, Part V, Line 4 The endowment is used to fund summer internships for the Public Program. X 2 65232 FMV X Miscellaneous 11 4575 FMV 2 0 0 0 F990_P06_S0A_L01a Form 990, Part VI, Section A, Line 1a Under the terms of the will of Percival Lowell, the Observatory is governed by a sole trustee. F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 The sole Trustee is the parent of the Trust Administrator. F990_P06_S0A_L08a Form 990, Part VI, Section A, Line 8a No meetings held or actions undertaken in 2011. F990_P06_S0A_L08b Form 990, Part VI, Section A, Line 8b No meetings held or actions undertaken in 2011. F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b A copy of Form 990 is provided to the governing Board. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Weekly review of payables includes consideration of potential conflicts of interest and follow up occurs to enforce compliance with the company policy. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Upon request to the Deputy Director for Operations, the form 990, governing documents, conflict of interest policy and financial statements are made available to the public. A summary of the consolidated financial statements is published annually in an Annual Report and mailed to donors. Percival Lowell Trust UW 1400 W Mars Hill Road Flagstaff AZ 860014470 042007327 Trust F/B/O Lowell Observatory AZ 4947(a)(1) N/A 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 1 Percival Lowell Trust UW e 20400000 Amount of Indebtedness is $20,400,000, collateralized by the Trust of Percival Lowell assets. Percival Lowell Trust UW r 470000 The Trust granted to Lowell Observatory $470,000 for general operations. Form 8868 was filed for an Application for Extension of Time to File an Exempt Organization Return. A second 886 was filed for an additional Extension of Time due to extenuating circumstances. The Financial Audit was not completed until August 15, 2012.