Nonprofit · EIN 04-6016148
TRUST U/W AMY LOWELL 10TH CLAUSE CONRAD W OBERDORFER TR
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990 | $1,699,569 | $1,238,772 | $460,797 | $31,329,768 | $0 | $31,329,768 |
| November 30, 2023 | 990 | $1,574,865 | $1,383,087 | $191,778 | $26,661,197 | $0 | $26,661,197 |
Financial details: 990 for the year ended November 30, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,772,385
- Net gain from sales of assets
- $1,175,941
- Other revenue
- -$72,816
Expenses
- Grants and similar amounts paid
- $966,501
- Compensation of officers, directors and key employees
- $27,026
- Salaries, compensation and benefits (total)
- $27,026
- Professional fundraising fees
- $0
- Legal fees
- $350
- Accounting fees
- $24,500
- Program services (functional)
- $1,010,536
- Management and general (functional)
- $228,236
Balance sheet and other
- Total assets, start of year
- $26,661,197
- Total assets, end of year
- $31,329,768
- Total liabilities, end of year
- $0
- Net assets, end of year
- $31,329,768
- Publicly traded securities
- $27,600,684
- Gross unrelated business income
- -$8,711
- Gross receipts
- $8,850,456
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1925
- State of legal domicile
- MA
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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William A Lowell | Trustee Trustee or director | 1 | $27,025 |
| Charles A Cheever | Trustee Trustee or director | 1 | $0 |
990 for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William A Lowell | Trustee Trustee or director | 1 | $26,210 |
| Charles A Cheever | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- CHOATE HALL STEWART LLP TWO INTL, BOSTON, MA 02110-0000
- In care of
- % CHOATE HALL & STEWART LLP
- Principal officer (990 for 2023)
- Charles A Cheever, Choate Hall Stewart LLP Two Intl Pl, Boston, MA 02110
- Signed the 990
- Charles A Cheever, Trustee
- Phone
- (617) 248-5255
- Website
- www.amylowell.org
- Return prepared by
- Baker Newman & Noyes
Mission
Support of Houghton Library at Harvard College and the Amy Lowell Poetry Travelling Scholarship.
Program accomplishments
- Harvard College - For purchase of books and manuscripts to maintain, increase, and enhance the "Amy Lowell Collection" of the Houghton Library in accordance with Article 10 of the will of Amy Lowell.Expenses $916,174 · grants $876,251
- Poetry awards to individuals to spend one year outside of the continent of North America to advance the art of poetry (see Schedule I, Part III).Expenses $94,362 · grants $90,250
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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990 on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990 on file |
IRS record
- EIN
- 04-6016148
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1966
- Accounting year ends
- November
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $31,329,768
- Income (IRS master file)
- $8,850,456
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | November 2024 | $1,699,569 | $1,238,772 | $31,329,768 | XML |
| 990-T | November 2024 | – | – | – | IRS |
| 990 | November 2023 | $1,574,865 | $1,383,087 | $26,661,197 | XML |
| 990-T | November 2023 | – | – | – | IRS |
| 990 | November 2022 | -$317,457 | $1,388,417 | $26,468,636 | IRS |
| 990-T | November 2022 | – | – | – | IRS |
| 990 | November 2021 | – | – | – | IRS |
| 990-T | November 2021 | – | – | – | IRS |
| 990 | November 2020 | – | – | – | IRS |
| 990 | November 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 04-6016148).
Questions about TRUST U/W AMY LOWELL 10TH CLAUSE CONRAD W OBERDORFER TR
- What is the EIN of TRUST U/W AMY LOWELL 10TH CLAUSE CONRAD W OBERDORFER TR?
- The employer identification number (EIN) of TRUST U/W AMY LOWELL 10TH CLAUSE CONRAD W OBERDORFER TR is 04-6016148.
- Is TRUST U/W AMY LOWELL 10TH CLAUSE CONRAD W OBERDORFER TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to TRUST U/W AMY LOWELL 10TH CLAUSE CONRAD W OBERDORFER TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does TRUST U/W AMY LOWELL 10TH CLAUSE CONRAD W OBERDORFER TR 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 TRUST U/W AMY LOWELL 10TH CLAUSE CONRAD W OBERDORFER TR due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRUST U/W AMY LOWELL 10TH CLAUSE CONRAD W OBERDORFER TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended November 2024.
- Who is the principal officer of TRUST U/W AMY LOWELL 10TH CLAUSE CONRAD W OBERDORFER TR?
- The 990 for the year ended November 30, 2024 names Charles A Cheever.
- Who are the officers and directors of TRUST U/W AMY LOWELL 10TH CLAUSE CONRAD W OBERDORFER TR?
- The 990 for the year ended November 30, 2024 lists 2 people; 1 received compensation from the organization, the highest $27,025 (William A Lowell, Trustee).
- How much revenue does TRUST U/W AMY LOWELL 10TH CLAUSE CONRAD W OBERDORFER TR have?
- On its 990 for the year ended November 30, 2024 it reported revenue of $1,699,569, expenses of $1,238,772 and total assets of $31,329,768 at year end.
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