Percival Lowell Trust Uw
- Assets
- $33.7m
- Revenue
- $5.6m
- Investments
- $0.0
- Employees
- 0
- Location
- Flagstaff, AZ
- Founding
- 03/2018
- Data as of
- 12/2021
- EIN
- 04-2007327
Organization Overview
Percival Lowell Trust Uw is located in Flagstaff, AZ. The organization was established in 2018. According to its NTEE Classification (C11) the organization is classified as: Single Organization Support, under the broad grouping of Environment and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Percival Lowell Trust Uw is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Percival Lowell Trust Uw generated $5.6m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 14.7% each year . All expenses for the organization totaled $72.1k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
A TRUST ESTABLISHED FOR THE BENEFIT OF LOWELL OBSERVATORY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE TRUST WAS ESTABLISHED FOR THE BENEFIT OF LOWELL OBSERVATORY TO PROVIDE FUNDING TO CONDUCT ASTRONOMICAL RESEARCH AND SPONSOR EDUCATIONAL PROGRAMS RELATED TO ASTRONOMY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Putnam W Lowell Trustee | OfficerTrustee | 2 | $0 |
Labruzzo Anne Chief Financial Officer | Officer | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $3,500,000 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $3,500,000 |
| Total Program Service Revenue | $0 |
| Investment income | $256,716 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $1,860,266 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $5,617,015 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $3,600 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $67,874 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $600 |
| Total functional expenses | $72,074 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $572,246 |
| Pledges and grants receivable | $2,900,000 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $18,146,808 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $12,052,466 |
| Total assets | $33,671,520 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $2,900,000 |
| Net assets with donor restrictions | $30,771,520 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $33,671,520 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Percival Lowell Trust Uw has recieved totaling $10,714.
| Awarding Organization | Amount |
|---|---|
Lowell Observatory Flagstaff, AZ PURPOSE: SUPPORT FOR OPERATIONS | $10,714 |
Endowment Analysis
| Beg. Balance | $27,582,910 |
| Earnings | $2,660,684 |
| Admin Expense | $72,074 |
| Net Contributions | $3,500,000 |
| Ending Balance | $33,671,520 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Friends Of Dinosaur Ridge Morrison, CO | $1,277,033 | $1,630,329 |
Garden Of The Gods Foundation Colorado Springs, CO | $9,951,374 | $689,799 |
Regional Water Management Foundation A Subsidiary Of The Aptos, CA | $1,147,688 | $1,410,511 |
Denver Botanic Gardens Endowment Inc Denver, CO | $41,757,488 | $1,827,496 |
Eastern Sierra Interpretive Association Bishop, CA | $1,264,767 | $1,026,872 |
Desert Botanical Garden Foundation Phoenix, AZ | $15,365,750 | $1,945,593 |
Sonoran Desert Conference Center Ajo, AZ | $272,537 | $583,303 |
Friends Of Robinson Gardens Inc Beverly Hills, CA | $1,449,540 | $710,330 |
Ccc Foundation Beverly Hills, CA | $550,019 | $494,441 |
Friends Of Ballona Wetlands Playa Del Rey, CA | $889,802 | $561,329 |
Valley Water Collaborative Modesto, CA | $577,754 | $980,077 |
Friends Of San Luis Obispo Botanical Garden San Luis Obispo, CA | $1,604,818 | $609,657 |