TRUST U/W AMY LOWELL 10TH CLAUSE CONRAD W OBERDORFER TR: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: TRUST U/W AMY LOWELL 10TH CLAUSE CONRAD W OBERDORFER TR (EIN 04-6016148)
Tax period: 2014-12-01 to 2015-11-30
Filed: 2016-04-07
IRS object ID: 201610989349300146
Schema version: 2014v6.0
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
Form 990
Schedule A
Schedule D
Schedule I
Schedule L
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-04-07T15:56:53-05:00	ReturnTs
Tax Period End	2015-11-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	010494526	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BAKER NEWMAN & NOYES	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	175 FEDERAL STREET SUITE 970	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2014-12-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	046016148	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Trust UW Amy Lowell 10th Clause	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	TRUS	BusinessNameControlTxt
Phone	6172485255	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Choate LLP PO Box 961019	AddressLine1Txt
City	Boston	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	William A Lowell	PersonNm
Person Title	Trustee	PersonTitleTxt
Phone	6172485255	PhoneNum
Signature	2016-04-05	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Nicholas E Porto	PreparerPersonNm
PTIN	P01310283	PTIN
Phone	6175563900	PhoneNum
Preparation	2016-04-05	PreparationDt

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-08-17 19:52:53Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	William A Lowell	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Choate LLP PO Box 961019	AddressLine1Txt
City	Boston	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$6,277,995	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.amylowell.org	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1925	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	Support of Houghton Library at Harvard College	ActivityOrMissionDesc
Voting Members Governing Body	2	VotingMembersGoverningBodyCnt
Voting Members Independent	0	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$1,266,816	PYInvestmentIncomeAmt
CY Investment Income	$755,793	CYInvestmentIncomeAmt
PY Other Revenue	$900	PYOtherRevenueAmt
CY Other Revenue	$125	CYOtherRevenueAmt
PY Total Revenue	$1,267,716	PYTotalRevenueAmt
CY Total Revenue	$755,918	CYTotalRevenueAmt
PY Grants And Similar Paid	$732,586	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$795,210	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$183,578	PYOtherExpensesAmt
CY Other Expenses	$257,528	CYOtherExpensesAmt
PY Total Expenses	$916,164	PYTotalExpensesAmt
CY Total Expenses	$1,052,738	CYTotalExpensesAmt
PY Revenues Less Expenses	$351,552	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$296,820	CYRevenuesLessExpensesAmt
Total Assets BOY	$24,230,571	TotalAssetsBOYAmt
Total Assets EOY	$22,730,713	TotalAssetsEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$24,230,571	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$22,730,713	NetAssetsOrFundBalancesEOYAmt
Mission	Support of Houghton Library at Harvard College and the Amy Lowell Poetry Travelling Scholarship.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$754,986	ExpenseAmt
Grant	$724,460	GrantAmt
Desc	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.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$73,731	ExpenseAmt
Grant	$70,750	GrantAmt
Desc	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).	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$828,717	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	Yes (1)	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	2	GoverningBodyVotingMembersCnt
Independent Voting Member	0	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (1)	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	0	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	0	ConflictOfInterestPolicyInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Choate Hall & Stewart LLP	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6172485255	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Choate LLP PO Box 961019	AddressLine1Txt
City	Boston	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (2 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
William A Lowell
Trustee	1.00	Yes (X)	$0	$0	$0
Thomas HP Whitney Jr
Trustee	1.00	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Choate Hall & Stewart LLP	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Two International Place	AddressLine1Txt
City	Boston	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	ZIPCd

Field	Value	IRS element (for citing)
Services	Investment Management, Tax Prep, Recordk	ServicesDesc
Compensation	$204,270	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$600,764	TotalRevenueColumnAmt
Exclusion	$600,764	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$125	TotalRevenueColumnAmt
Exclusion	$125	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$5,677,106	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$5,522,077	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$155,029	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$155,029	TotalRevenueColumnAmt
Exclusion	$155,029	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$755,918	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$755,918	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$724,460	TotalAmt
Program Services	$724,460	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$70,750	TotalAmt
Program Services	$70,750	ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$158,386	TotalAmt
Program Services	$15,839	ProgramServicesAmt
Management And General	$142,547	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$35,184	TotalAmt
Management And General	$35,184	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$14,700	TotalAmt
Management And General	$14,700	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	Program ServicesProgramServicesAmt
Probate Petition	$31,590	$31,590
Honoraria to Scholars	$17,400		$17,400
State Filing Fee	$250		$250

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$18	TotalAmt
Program Services	$18	ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,052,738	TotalAmt
Program Services	$828,717	ProgramServicesAmt
Management And General	$224,021	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$617	BOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,294,762	BOYAmt
EOY	$553,496	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$22,935,192	BOYAmt
EOY	$7,108,529	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
EOY	$15,068,688	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$24,230,571	BOYAmt
EOY	$22,730,713	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$24,210,074	BOYAmt
EOY	$22,762,960	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$20,497	BOYAmt
EOY	-$32,247	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$24,230,571	BOYAmt
EOY	$22,730,713	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$24,230,571	BOYAmt
EOY	$22,730,713	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$296,820	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$1,203,038	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	0	FSAuditedInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type3 Non Func	Yes (X)	SupportingOrgType3NonFuncInd
Supported Organizations	1	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	Harvard College	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
EIN	042103580	EIN
Organization Type	2	OrganizationTypeCd
Governing Document Listed	Yes (1)	GoverningDocumentListedInd
Support	$795,210	SupportAmt
Other Support	$33,507	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$795,210	SupportSumAmt
Other Support Sum	$33,507	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (1)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	0	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	0	SupportedOrgSectionC456Ind
Supported Org Not Organized US	0	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	0	OrganizationChangeSuprtOrgInd
Support Non Supported Org	0	SupportNonSupportedOrgInd
Payment Substantial Contribtr	0	PaymentSubstantialContribtrInd
Loan Disqualified Person	0	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	0	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	0	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	0	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	Yes (1)	ExcessBusinessHoldingsRulesInd
Excess Business Holdings	0	ExcessBusinessHoldingsInd
Contribution Controller	0	ContributionControllerInd
Contribution Family	0	ContributionFamilyInd
Contribution35 Controlled	0	Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

Field	Value	IRS element (for citing)
Timely Provided Documents	Yes (1)	TimelyProvidedDocumentsInd
Officers Close Relationship	0	OfficersCloseRelationshipInd
Supported Org Voice Investment	Yes (1)	SupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

Field	Value	IRS element (for citing)
Prior Year	$134,668	PriorYearAmt
Current Year	$7,825	CurrentYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Other Gross Income OtherGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$594,376	PriorYearAmt
Current Year	$600,889	CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$729,044	PriorYearAmt
Current Year	$608,714	CurrentYearAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Production Income ProductionIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$149,045	PriorYearAmt
Current Year	$185,081	CurrentYearAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$579,999	PriorYearAmt
Current Year	$423,633	CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

Field	Value	IRS element (for citing)
Prior Year	$22,783,557	PriorYearAmt
Current Year	$22,762,402	CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

Field	Value	IRS element (for citing)
Prior Year	$1,174,944	PriorYearAmt
Current Year	$652,249	CurrentYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$23,958,501	PriorYearAmt
Current Year	$23,414,651	CurrentYearAmt

Field	Value	IRS element (for citing)
Discount Claimed	$0	DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$23,958,501	PriorYearAmt
Current Year	$23,414,651	CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

Field	Value	IRS element (for citing)
Prior Year	$359,378	PriorYearAmt
Current Year	$351,220	CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

Field	Value	IRS element (for citing)
Prior Year	$23,599,123	PriorYearAmt
Current Year	$23,063,431	CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

Field	Value	IRS element (for citing)
Prior Year	$825,969	PriorYearAmt
Current Year	$807,220	CurrentYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$0	CurrentYearAmt

Total Minimum Asset TotalMinimumAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$825,969	PriorYearAmt
Current Year	$807,220	CurrentYearAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
CY Adj Net Income Distributable	$579,999	CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income	$492,999	CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable	$825,969	CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum	$825,969	CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY	$0	CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted	$825,969	CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

Field	Value	IRS element (for citing)
CY Paid Accomplish Exempt Prps	$795,210	CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity	$0	CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid	$33,507	CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid	$0	ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside	$0	QualifiedSetAsideAmt
CY Other Distributions	$0	CYOtherDistributionsAmt
CY Total Annual Distributions	$828,717	CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org	$795,210	CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted	$825,969	CYDistributableAsAdjustedAmt
CY Distribution Yr	0.963	CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

Field	Value	IRS element (for citing)
CY Distributable As Adjusted	$825,969	CYDistributableAsAdjustedAmt
Underdistributions	$0	UnderdistributionsAmt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY	$0	CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY	$0	CyovAppliedUnderdistrCPYAmt
Excess Distribution Cyov	$0	ExcessDistributionCyovAmt
CY Total Annual Distributions	$828,717	CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY	$0	CYDistribAppUnderdistriPYAmt
CY Distri App Distributable	$825,969	CYDistriAppDistributableAmt
Excess Distribution	$2,748	ExcessDistributionAmt
Remaining Underdistri PY	$0	RemainingUnderdistriPYAmt
Remaining Underdistri CY	$0	RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr	$2,748	ExcessDistriCyovToNextYrAmt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$2,748	ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule A, Part I, Line 11g:	Consistent with the Trust's governing instrument, the Trust (1) provides direct monetary support to Harvard College (its supported organization) by way of grants to the Houghton Library at Harvard College, and (2) administers, in conjunction with Harvard College, the "Amy Lowell Poetry Travelling Scholarship" (the "Award Program," described in greater detail in Schedule I, Part III). The grants distributed pursuant to the Award Program are grants to individual members of the charitable class benefited by Harvard College as described in Treas. Reg. 1.509(a)-4(e)(1). Certain reasonable and necessary expenses incurred in administering such grants and the grants to Harvard College, have been included on Schedule A, Part I, Line 11g, Column vi, as indirect monetary support to Harvard College.
Schedule A, Part IV, Section D, Line 2:	The Trust, established under the Will of renowned poet Amy Lowell, has partnered with Harvard College for nearly 100 years (since the death of Amy Lowell in 1925). The Trust has engaged in the activities described in Part I, Line 11g and in Schedule I, Part III in conjunction with Harvard College for many decades. Every year, a Committee for the Award Program, which includes a member of the faculty of Harvard's English Department and two poets of recognized standing, works closely with the Trustees to review and select poets to receive awards. In addition to the Award Program, the Trust makes distributions each year to the Houghton Library of Harvard College to support the Amy Lowell collection, and the Trustees periodically discuss the Trust's support with personnel at the Houghton Library. Furthermore, the Trustees provide quarterly investment reports to Harvard College, and invite representatives of Harvard College to meet to discuss Trust investments and activities. This interconnectedness constitutes a close and continuous relationship as described in Treas. Reg. 1.509(a)-4(i)(2)(ii)(C) and demonstrates that Harvard College has a significant voice in directing the use of the Trust's assets and in the Trust's investment policies.
Schedule A, Part IV, Section D, Line 3:	See narrative for Schedule A, Part IV, Section D, Line 2.
Schedule A, Part V, Section D, Line 8:	As discussed above (Section D, Lines 2 and 3), the Trust collaborates with Harvard College with regard to specific activities - the Award Program and support for the Amy Lowell collection at the Houghton Library. The Trust's support is necessary to avoid the interruption of these activities. Furthermore, the length and nature of the relationship between the Trust and Harvard College as described above and in Schedule I, Part III demonstrates that Harvard College is attentive to the operations of the Trust.

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
34,080 shs iShares Core S&P 500 ETF	$7,152,370	F
36,789.33 shs Artisan International Value Fund	$1,190,871	F
35,955.16 shs MFS International Value Fund	$1,336,453	F
60,200 shs Vanguard FTSE Developed Markets ETF	$2,272,550	F
43,730 shs iShares MSCI USA Min Vol ETF	$1,830,975	F
43,590 shs Powershares S&P International	$1,285,469	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$15,068,688	TotalBookValueSecuritiesAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Harvard College	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	86 Brattle Street	AddressLine1Txt
City	Cambridge	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02138	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	042103580	RecipientEIN
IRC Section	501(c)(3)	IRCSectionDesc
Cash Grant	$724,460	CashGrantAmt
Purpose Of Grant	For the purchase of books and manuscripts to maintain, increase, and enhance the "Amy Lowell Collection" of the Houghton Library.	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	Poetry Awards	GrantTypeTxt
Recipient	2	RecipientCnt
Cash Grant	$70,750	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Part I, Line 2:

The Organization makes grants every year to its supported organization, Harvard College, as required and for the purposes specified in the organization's governing instrument. The Trustees of the organization have assured themselves as they deem appropriate from time to time that the grant funds are being applied by Harvard College in a manner consistent with the purposes for which the organization was established.

Schedule I, Part III:

The Amy Lowell Travelling Poetry Scholarship is not a scholarship for college rather, it is a poetry contest, operated in cooperation with the Trust's supported organization, Harvard College. As set forth in the Will of Amy Lowell (under which the Trust was established), a committee consisting of one member of the English Department of Harvard College, two poets of recognized standing, and the Trustees of the Trust (collectively holding one of the four votes) must choose each year one poet "of American birth and of good standing or able promise" to receive an award (generally around $50,000). There are no restrictions on who may apply, other than the requirement that applicants must be citizens of the United States by birth. Applicants must submit an application form, a resume and a poetry sample generally not exceeding 40 typed pages. The winning poet must agree to spend one year outside North America, working on his or her poetry. On rare occasions, if there are two applicants of equal merit, the Committee may award a prize to both. Awards are paid in quarterly installments, beginning before departure to allow the winner to make travel arrangements. At the end of the year abroad, each winner may submit three poems to the Committee, and if the Committee determines that the poems are of particular merit (and if no more than one other poet has received an award for the following year), the poet may be given a second award, requiring a second year abroad. Because quarterly payments generally begin in the fall and end in the summer, in a given calendar year there may be two, three or (in rare instances) four individuals receiving award distributions. See http://www.amylowell.org for more information regarding this program. Although (due to the requirement that winning poets travel abroad for one year) winners are frequently physically outside the United States when quarterly payments are delivered to them, it is unclear under what circumstances one or more of them may be considered to be "living or residing outside the United States" for purposes of the Form 990 reporting requirements, and therefore whether awards should be reported on Schedule I (Activities Within the United States) or Schedule F (Activities Outside the United States). Because the awards do not constitute "expenditures for and investments in regions" outside the United States but rather constitute investments in American poetry the Trustees have reported these awards on Schedule I to Form 990.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Choate Hall & Stewart LLP	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship Description	Partners are Trustees of Organization	RelationshipDescriptionTxt
Transaction	$204,270	TransactionAmt
Transaction	Investment management, recordkeeping, custody, grant administration, and legal services rendered in the ordinary course of business. Fees are calculated as percentage of assets held. Trustees of the Organization, William A. Lowell and Thomas H.P. Whitney, Jr. are partners in the law firm of Choate Hall & Stewart, LLP, the provider of these services.	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section A, line 2	The trustees of the Organization, William A. Lowell and Thomas H.P. Whitney, Jr., have a business relationship.
Form 990, Part VI, Section A, line 3	The trustees of the Organization delegate investment responsibility to Choate Investment Advisors, LLC, a registered investment advisor subsidiary of Choate Hall & Stewart, LLP.
Form 990, Part VI, Section A, line 8b	The Organization does not have committees with the authority to act on behalf of the governing body.
Form 990, Part VI, Section B, line 11	The annual Form 990 (and state Form PC) are provided to the managing trustee, William A. Lowell, an attorney and professional fiduciary, for his review and signature prior to those forms being filed. Mr. Lowell, as a practicing attorney and professional fiduciary, is familiar with the form and filing requirements for tax-exempt organizations. He is expressly authorized by his co-trustee, Thomas H.P. Whitney, Jr. (who is an attorney and professional fiduciary and who is given the opportunity to review the draft forms prior to filing) to review and sign the annual tax filings.
Form 990, Part VI, Section C, line 19	The Organization makes its governing documents, annual federal tax return (Form 990), annual state filing (MA Form PC), and financial statements available to the public upon request at the address indicated in Section C of Part VI of Form 990. The Organization does not have a written conflict of interest policy.