2016-07-06T16:55:58-05:00 2014-12-31 860683059 BEACHFLEISCHMAN PC 2201 EAST CAMELBACK ROAD SUITE 200 PHOENIX AZ 850163431 990 2014-09-09 472052113 LOWELL OBSERVATORY FOUNDATION LOWE 9287743358 1400 W MARS HILL ROAD FLAGSTAFF AZ 860014470 W DAVID CONNELL BOARD CHAIRMAN 9287743358 2016-06-23 1 KAREN K MCCLOSKEY CPA P00099644 6022657011 2014 2016-09-27 15:27:22Z X W DAVID CONNELL 1400 W MARS HILL ROAD FLAGSTAFF AZ 860014470 0 0 X WWW.LOWELLFOUNDATION.ORG X 2014 AZ A FOUNDATION GOVERNED BY AN INDEPENDENT BOARD OF TRUSTEESS AND DEDICATED SOLELY TO SUPPORTING LOWELL OBSERVATORY'S MISSION. 2 2 0 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE FOUNDATION WAS ESTABLISHED TO HELP DONORS ACHIEVE THEIR LONG-TERM ENDOWMENT GOALS AND MANAGE SHORT-TERM TARGETED DONATIONS TO LOWELL OBSERVATORY IN ORDER TO SUPPORT THE OBSERVATORY'S MISSION IN PERPETUITY. 0 0 NONE FOR 2014. 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 1 0 0 0 AZ X X ANNE LABRUZZO 9282333239 1400 MARS HILL ROAD FLAGSTAFF AZ 860014470 X W LOWELL PUTNAM TRUSTEE 0.50 X 0 0 0 MICHAEL BECKAGE TRUSTEE 0.50 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 X X 1 LOWELL OBSERVATORY 860098918 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES CONSISTS OF SEVEN INDIVIDUALS. ONE OF THE INDIVIDUALS SHALL BE THE SOLE TRUSTEE OF THE LOWELL OBSERVATORY WHO SHALL ALWAYS BE A TRUSTEE OF THE FOUNDATION. OF THE REMAINING SIX INDIVIDUALS, TWO OF THESE INDIVIDUALS WILL BE SELECTED FOR A THREE YEAR TERM, TWO FOR A TWO YEAR TERM, AND TWO FOR A ONE YEAR TERM. THESE REMAINING SIX MEMBERS OF THE BOARD OF TRUSTEES WILL BE SELECTED BY THE SOLE TRUSTEE AND THE EXECUTIVE COMMITTEE OF THE ADVISORY BOARD OF THE LOWELL OBSERVATORY. AT THE END OF THE TERMS OF THE INITIAL MEMBERS OF THE BOARD OF TRUSTEES, NEW SUCCESSOR TRUSTEES WILL BE SELECTED FOR THREE YEAR TERMS. ANY NEW SUCCESSOR TRUSTEES WILL BE SELECTED BY NOMINATION OF THE EXECUTIVE COMMITTEE OF THE ADVISORY BOARD OF THE LOWELL OBSERVATORY AND SUBJECT TO THE APPROVAL OF A MAJORITY VOTE BY THE ADVISORY BOARD OF THE LOWELL OBSERVATORY PRESENT AT ITS ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 DRAFT WILL BE FIRST REVIEWED BY THE DEPUTY DIRECTOR FOR ADMINISTRATION (DDA) FOR THE OBSERVATORY FOR ACCURACY. ONCE IT HAS BEEN DEEMED ACCURATE BY THE DDA IT WILL BE FORWARDED TO THE FOUNDATION BOARD OF TRUSTEES FOR THEIR REVIEW AND COMMENTS. AFTER ANY QUESTIONS AND COMMENTS HAVE BEEN ADDRESSED IT WILL BE APPROVED AND A FINAL COPY WILL BE SIGNED BY THE BOARD CHAIRMAN. FORM 990, PART VI, SECTION A, LINE 8B THE FOUNDATION HAS A POLICY OF DOCUMENTING ALL MEETINGS OF THE BOARD AND ITS COMMITTEES, THOUGH AT THIS TIME THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C TO ENSURE THE FOUNDATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: A. WHETHER COMPENSATION AND BENEFITS ARRANGEMENTS, IF ANY, ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. B. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE FOUNDATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER ITS CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 ALL OF THESE DOCUMENTS WILL BE POSTED ON THE FOUNDATION WEBSITE AND THE FORM 990 WILL BE AVAILABLE ON GUIDESTAR. LOWELL OBSERVATORY 1400 W MARS HILL ROAD FLAGSTAFF AZ 860014470 860098918 ASTRONOMICAL RESEARCH AND EDUCATION AZ 501(C)(3) LINE 7 TRUST UW OF PERCIVAL LOWELL 0 PERCIVAL LOWELL TRUST UW 1400 W MARS HILL ROAD FLAGSTAFF AZ 860014470 042007327 CHARITABLE TRUST F/B/O LOWELL OBSERVATORY AZ 4947(A)(1) LINE 11B, II LOWELL OBSERVATORY 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0