Nonprofit · EIN 04-2007327
PERCIVAL LOWELL TRUST UW
Also known as PUTNAM WILLIAM L TTEE
Tax-exempt · FLAGSTAFF, AZ 86001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $3,644,267 | $759,148 | $2,885,119 | $42,971,074 | $8,276,619 | $34,694,455 |
| December 31, 2024 | 990 | $2,773,064 | $812,414 | $1,960,650 | $41,767,382 | $6,864,431 | $34,902,951 |
| December 31, 2023 | 990 | $766,352 | $449,999 | $316,353 | $37,590,223 | $4,228,410 | $33,361,813 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $3,644,076
- Net gain from sales of assets
- $3,128,319
- Other revenue
- $191
Expenses
- Grants and similar amounts paid
- $298,235
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $13,200
- Program services (functional)
- $298,235
- Management and general (functional)
- $460,913
Balance sheet and other
- Total assets, start of year
- $41,767,382
- Total assets, end of year
- $42,971,074
- Total liabilities, end of year
- $8,276,619
- Net assets, end of year
- $34,694,455
- Net assets without donor restrictions
- $34,694,455
- Gross receipts
- $31,429,892
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1916
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ANNE LABRUZZO | CHIEF FINANCIAL OFFICER Officer | 2 | $0 | $182,124 | $23,148 |
| W LOWELL PUTNAM | TRUSTEE Trustee or director, Officer | 2 | $0 | $12 | $21,057 |
990 for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LABRUZZO ANNE | CHIEF FINANCIAL OFFICER Officer | 2 | $0 | $176,555 | $22,166 |
| PUTNAM W LOWELL | TRUSTEE Trustee or director, Officer | 2 | $0 | $6 | $18,678 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LABRUZZO ANNE | CHIEF FINANCIAL OFFICER Officer | 2 | $0 | $162,474 | $30,844 |
| PUTNAM W LOWELL | TRUSTEE Trustee or director, Officer | 2 | $0 | $6 | $25,357 |
Address and contacts
- Address (IRS master file)
- 1400 W MARS HILL RD, FLAGSTAFF, AZ 86001-4470
- In care of
- % C J PUTNAM TR CLASSIC DPT
- Principal officer (990 for 2025)
- W LOWELL PUTNAM, 1400 W MARS HILL ROAD, FLAGSTAFF, AZ 86001
- Signed the 990
- W LOWELL PUTNAM, TRUSTEE
- Phone
- (928) 774-3358
- Return prepared by
- BEACHFLEISCHMAN PLLC
Mission
A TRUST ESTABLISHED FOR THE BENEFIT OF LOWELL OBSERVATORY.
Program accomplishments
- THE TRUST WAS ESTABLISHED FOR THE BENEFIT OF LOWELL OBSERVATORY TO PROVIDE FUNDING TO CONDUCT ASTRONOMICAL RESEARCH AND SPONSOR EDUCATIONAL PROGRAMS RELATED TO ASTRONOMY.Expenses $298,235 · grants $298,235
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2007327
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type II
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Environment (C11)
- Assets (IRS master file)
- $42,971,074
- Income (IRS master file)
- $31,429,892
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $3,644,267 | $759,148 | $42,971,074 | XML |
| 990 | December 2024 | $2,773,064 | $812,414 | $41,767,382 | XML |
| 990 | December 2023 | $766,352 | $449,999 | $37,590,223 | XML |
| 990 | December 2022 | $963,326 | $93,730 | $32,234,175 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2007327).
Questions about PERCIVAL LOWELL TRUST UW
- What is the EIN of PERCIVAL LOWELL TRUST UW?
- The employer identification number (EIN) of PERCIVAL LOWELL TRUST UW is 04-2007327.
- Is PERCIVAL LOWELL TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to PERCIVAL LOWELL TRUST UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does PERCIVAL LOWELL TRUST UW file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PERCIVAL LOWELL TRUST UW due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PERCIVAL LOWELL TRUST UW last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of PERCIVAL LOWELL TRUST UW?
- The 990 for the year ended December 31, 2025 names W LOWELL PUTNAM.
- Who are the officers and directors of PERCIVAL LOWELL TRUST UW?
- The 990 for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does PERCIVAL LOWELL TRUST UW have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $3,644,267, expenses of $759,148 and total assets of $42,971,074 at year end.
Other nonprofits in FLAGSTAFF
- AMERICAN CONSERVATION EIN 37-1473291 · last filed 990 for 2024
- GRAND CANYON TRUST INC EIN 86-0512633 · last filed 990 for 2025
- ECOCULTURE EIN 84-4901454 · last filed 990 for 2024
- TRANSITION ZONE HORTICULTURAL INSTITUTE INC EIN 94-2788812 · last filed 990 for 2024
- FRIENDS OF CAMP COLTON EIN 86-1015268 · last filed 990 for 2025
- GRAND CANYON RIVER GUIDES INC EIN 86-0643516 · last filed 990 for 2025
- GREATER FLAGSTAFF FORESTS PARTNERSHIP INC EIN 86-0905240 · last filed 990 for 2025
- WILLOW BEND ENVIRONMENTAL EDUCATION CENTER EIN 86-0376501 · last filed 990 for 2025