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TRUST U/W AMY LOWELL 10TH CLAUSE CONRAD W OBERDORFER TR

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Plain text TRUST U/W AMY LOWELL 10TH CLAUSE CONRAD W OBERDORFER TR. furp.org, nonprofit organization profile, tax years 2013–2023. https://furp.org/org/trust-u-w-amy-lowell-10th-clause-conrad-w-oberdorfer-tr-046016148. Retrieved 2026-10-23.

APA furp.org. (n.d.). TRUST U/W AMY LOWELL 10TH CLAUSE CONRAD W OBERDORFER TR [Nonprofit organization profile; tax years 2013–2023]. Retrieved October 23, 2026, from https://furp.org/org/trust-u-w-amy-lowell-10th-clause-conrad-w-oberdorfer-tr-046016148

MLA “TRUST U/W AMY LOWELL 10TH CLAUSE CONRAD W OBERDORFER TR.” furp.org, tax years 2013–2023, https://furp.org/org/trust-u-w-amy-lowell-10th-clause-conrad-w-oberdorfer-tr-046016148. Accessed 23 Oct. 2026.

Retrieved 2026-10-23; covers tax years 2013–2023. Data: furp.org, CC BY 4.0.

2023 · Form 990 · revenue $1.7M · expenses $1.2M · assets $31.3M

EIN
04-6016148
Address
CHOATE HALL STEWART LLP TWO INTL, BOSTON, MA 02110-0000
Website
www.amylowell.org
NTEE code
-
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
January 1966 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (supporting organization) Pub 78 ↗
Foundation status
Supporting organization, 509(a)(3)
Cross-check
ProPublica Nonprofit Explorer

Mission

Support of Houghton Library at Harvard College and the Amy Lowell Poetry Travelling Scholarship.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
William A Lowell Trustee2013-2023 $27,025$53,235 2

Officers and directors, no compensation reported

2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Charles A Cheever Trustee2021-2023 1 $0 reported 2
Thomas HP Whitney Jr (former) Trustee2013-2020 1 $0 reported 2

People by year

2023 · 2 people listed · 1 paid, $27K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William A Lowell Trustee1 $27,025$0$0 $27,0252
Charles A Cheever Trustee1 $0$0$0 $02
2022 · 2 people listed · 1 paid, $26K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William A Lowell Trustee1 $26,210$0$0 $26,2102
Charles A Cheever Trustee1 $0$0$0 $02
2021 · 2 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William A Lowell Trustee1 $0$0$0 $02
Charles A Cheever Trustee1 $0$0$0 $02
2020 · 2 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William A Lowell Trustee1 $0$0$0 $02
Thomas HP Whitney Jr Trustee1 $0$0$0 $02
2019 · 2 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William A Lowell Trustee1 $0$0$0 $02
Thomas HP Whitney Jr Trustee1 $0$0$0 $02
2018 · 2 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William A Lowell Trustee1 $0$0$0 $02
Thomas HP Whitney Jr Trustee1 $0$0$0 $02
2017 · 2 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William A Lowell Trustee1 $0$0$0 $02
Thomas HP Whitney Jr Trustee1 $0$0$0 $02
2016 · 2 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William A Lowell Trustee1 $0$0$0 $02
Thomas HP Whitney Jr Trustee1 $0$0$0 $02
2015 · 2 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William A Lowell Trustee1 $0$0$0 $02
Thomas HP Whitney Jr Trustee1 $0$0$0 $02
2014 · 2 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William A Lowell Trustee1 $0$0$0 $02
Thomas HP Whitney Jr Trustee1 $0$0$0 $02
2013 · 2 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
William A Lowell Trustee1 $0$0$0 $02
Thomas HP Whitney Jr Trustee1 $0$0$0 $02

Highest-paid independent contractors

2023 · 1 contractor · $189K
NameLocationServicePaid
Choate Hall & Stewart LLPBoston, MAInvest Mgmnt, Recordkeeping, Legal$189,170
2022 · 1 contractor · $171K
NameLocationServicePaid
Choate Hall & Stewart LLPBoston, MAInvest Mgmnt, Recordkeeping, Legal$171,097
2021 · 1 contractor · $204K
NameLocationServicePaid
Choate Hall & Stewart LLPBoston, MAInvest Mgmnt, Recordkeeping, Legal$204,328
2020 · 1 contractor · $206K
NameLocationServicePaid
Choate Hall & Stewart LLPBoston, MAInvest Mgmnt, Recordkeeping, Legal$205,777
2019 · 1 contractor · $174K
NameLocationServicePaid
Choate Hall & Stewart LLPBoston, MAInvest Mgmnt, Recordkeeping, Legal$174,059
2018 · 1 contractor · $170K
NameLocationServicePaid
Choate Hall & Stewart LLPBoston, MAInvest Mgmnt, Recordkeeping, Legal$169,884
2017 · 1 contractor · $174K
NameLocationServicePaid
Choate Hall & Stewart LLPBoston, MAInvest Mgmnt, Recordkeeping, Legal$174,295
2016 · 1 contractor · $164K
NameLocationServicePaid
Choate Hall & Stewart LLPBoston, MAInvest Mgmnt, Recordkeeping, Legal$163,648
2015 · 1 contractor · $159K
NameLocationServicePaid
Choate Hall & Stewart LLPBoston, MAInvest Mgmnt, Recordkeeping, Legal$159,262
2014 · 1 contractor · $204K
NameLocationServicePaid
Choate Hall & Stewart LLPBoston, MAInvestment Management, Tax Prep, Recordk$204,270
2013 · 1 contractor · $166K
NameLocationServicePaid
Choate Hall & Stewart LLPInvestment Management, Recordkeeping, Le$166,228

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2023 · 1 grant to organizations · $876K

Listed grants add up to $876,251; the return's “grants paid” expense line says $966,501. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 1 grant to organizations · $1.0M

Listed grants add up to $1,000,201; the return's “grants paid” expense line says $1,147,701. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 1 grant to organizations · $1.0M

Listed grants add up to $1,024,515; the return's “grants paid” expense line says $1,150,765. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 1 grant to organizations · $860K

Listed grants add up to $860,004; the return's “grants paid” expense line says $906,129. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 1 grant to organizations · $795K

Listed grants add up to $794,590; the return's “grants paid” expense line says $855,340. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 1 grant to organizations · $776K

Listed grants add up to $775,983; the return's “grants paid” expense line says $820,608. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 1 grant to organizations · $752K

Listed grants add up to $752,107; the return's “grants paid” expense line says $839,607. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2016 · 1 grant to organizations · $772K

Listed grants add up to $771,866; the return's “grants paid” expense line says $800,616. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2015 · 1 grant to organizations · $720K

Listed grants add up to $719,583; the return's “grants paid” expense line says $791,583. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2014 · 1 grant to organizations · $724K

Listed grants add up to $724,460; the return's “grants paid” expense line says $795,210. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2013 · 1 grant to organizations · $649K

Listed grants add up to $649,086; the return's “grants paid” expense line says $732,586. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2023 · Form 990 period ending 2024-11-30 · view filing · original 990 ↗
$1,699,569$1,238,772 $31,329,768$31,329,768 $0$0 $27,02600
2022 · Form 990 period ending 2023-11-30 · view filing · original 990 ↗
$1,574,865$1,383,087 $26,661,197$26,661,197 $0$0 $24,42000
2021 · Form 990 period ending 2022-11-30 · view filing · original 990 ↗
-$317,457$1,388,417 $26,468,636$26,468,636 $0$0 $000
2020 · Form 990 period ending 2021-11-30 · view filing · original 990 ↗
$4,152,875$1,159,435 $34,088,075$34,088,075 $0$0 $000
2019 · Form 990 period ending 2020-11-30 · view filing · original 990 ↗
$1,014,359$1,065,909 $30,526,280$30,526,280 $0$0 $000
2018 · Form 990 period ending 2019-11-30 · view filing · original 990 ↗
$1,803,325$1,027,810 $27,293,187$27,293,187 $0$0 $000
2017 · Form 990 period ending 2018-11-30 · view filing · original 990 ↗
$3,020,128$1,036,287 $25,336,165$25,336,165 $0$0 $000
2016 · Form 990 period ending 2017-11-30 · view filing · original 990 ↗
$2,036,788$985,964 $26,557,809$26,557,809 $0$0 $000
2015 · Form 990 period ending 2016-11-30 · view filing · original 990 ↗
$978,954$979,495 $22,784,091$22,784,091 $0$0 $000
2014 · Form 990 period ending 2015-11-30 · view filing · original 990 ↗
$755,918$1,052,738 $22,730,713$22,730,713 $0$0 $000
2013 · Form 990 period ending 2014-11-30 · view filing · original 990 ↗
$1,267,716$916,164 $24,230,571$24,230,571 $0$0 $000

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

No similar organizations found.

Who funds organizations like this

Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2023 · Form 990 · $1,238,772 spent · pay $27,026 · grants $966,501 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $876,251$876,251-- 70.7%
Fees: investment management $188,820$18,882$169,938- 15.2%
Grants to US individuals $90,250$90,250-- 7.3%
Pay: officers, directors, trustees, key employees $27,026$2,703$24,323- 2.2%
Fees: accounting $24,500-$24,500- 2.0%
Other (as described)Honoraria to Scholars $22,200$22,200-- 1.8%
Other (as described)Foreign Taxes on Divide $9,125-$9,125- 0.7%
Fees: legal $350-$350- 0.0%
Other (as described)State Filing Fee $250$250-- 0.0%
Total$1,238,772100%

View the filing

2022 · Form 990 · $1,383,087 spent · pay $24,420 · grants $1,147,701 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,000,201$1,000,201-- 72.3%
Fees: investment management $173,116$17,312$155,804- 12.5%
Grants to US individuals $147,500$147,500-- 10.7%
Pay: officers, directors, trustees, key employees $24,420$2,442$21,978- 1.8%
Other (as described)Honoraria to Scholars $21,300$21,300-- 1.5%
Other (as described)Foreign Taxes on Divide $6,311-$6,311- 0.5%
Fees: legal $4,951-$4,951- 0.4%
Fees: accounting $4,500-$4,500- 0.3%
Other (as described)State Filing Fee $500$500-- 0.0%
Office expenses $288$288-- 0.0%
Total$1,383,087100%

View the filing

2021 · Form 990 · $1,388,417 spent · pay $0 · grants $1,150,765 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,024,515$1,024,515-- 73.8%
Fees: investment management $204,328$20,433$183,895- 14.7%
Grants to US individuals $126,250$126,250-- 9.1%
Other (as described)Honoraria to Scholars $19,800$19,800-- 1.4%
Other (as described)Foreign Taxes on Divide $8,524-$8,524- 0.6%
Fees: accounting $4,500-$4,500- 0.3%
Other (as described)State Filing Fee $500$500-- 0.0%
Total$1,388,417100%

View the filing

2020 · Form 990 · $1,159,435 spent · pay $0 · grants $906,129 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $860,004$860,004-- 74.2%
Fees: investment management $205,777$20,578$185,199- 17.7%
Grants to US individuals $46,125$46,125-- 4.0%
Other (as described)Honoraria to Scholars $18,900$18,900-- 1.6%
Fees: legal $14,240-$14,240- 1.2%
Other (as described)Foreign Taxes on Divide $8,439-$8,439- 0.7%
Fees: accounting $4,500-$4,500- 0.4%
Other (as described)UBTI Taxes $1,200-$1,200- 0.1%
Other (as described)State Filing Fee $250$250-- 0.0%
Total$1,159,435100%

View the filing

2019 · Form 990 · $1,065,909 spent · pay $0 · grants $855,340 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $794,590$794,590-- 74.5%
Fees: investment management $174,059$17,406$156,653- 16.3%
Grants to US individuals $60,750$60,750-- 5.7%
Other (as described)Honoraria to Scholars $18,600$18,600-- 1.7%
Other (as described)Foreign Taxes on Divide $17,660-$17,660- 1.7%
Other (as described)State Filing Fee $250$250-- 0.0%
Total$1,065,909100%

View the filing

2018 · Form 990 · $1,027,810 spent · pay $0 · grants $820,608 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $775,983$775,983-- 75.5%
Fees: investment management $169,045$16,905$152,140- 16.4%
Grants to US individuals $44,625$44,625-- 4.3%
Other (as described)Honoraria to Scholars $18,300$18,300-- 1.8%
Other (as described)Foreign Taxes on Divide $15,268-$15,268- 1.5%
Fees: accounting $3,500-$3,500- 0.3%
Fees: legal $839-$839- 0.1%
Other (as described)State Filing Fee $250$250-- 0.0%
Total$1,027,810100%

View the filing

2017 · Form 990 · $1,036,287 spent · pay $0 · grants $839,607 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $752,107$752,107-- 72.6%
Fees: investment management $173,964$17,396$156,568- 16.8%
Grants to US individuals $87,500$87,500-- 8.4%
Other (as described)Honoraria to Scholars $18,000$18,000-- 1.7%
Fees: accounting $3,500-$3,500- 0.3%
Office expenses $635-$635- 0.1%
Fees: legal $331-$331- 0.0%
Other (as described)State Filing Fee $250$250-- 0.0%
Total$1,036,287100%

View the filing

2016 · Form 990 · $985,964 spent · pay $0 · grants $800,616 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $771,866$771,866-- 78.3%
Fees: investment management $163,288$16,329$146,959- 16.6%
Grants to US individuals $28,750$28,750-- 2.9%
Other (as described)Honoraria to Scholars $17,700$17,700-- 1.8%
Fees: accounting $3,750-$3,750- 0.4%
Fees: legal $360-$360- 0.0%
Other (as described)State Filing Fee $250$250-- 0.0%
Total$985,964100%

View the filing

2015 · Form 990 · $979,495 spent · pay $0 · grants $791,583 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $719,583$719,583-- 73.5%
Fees: investment management $152,934$15,293$137,641- 15.6%
Grants to US individuals $72,000$72,000-- 7.4%
Other (as described)Honoraria to Scholars $17,400$17,400-- 1.8%
Other (as described)Probate Petition $7,000-$7,000- 0.7%
Fees: management $6,328-$6,328- 0.6%
Fees: accounting $4,000-$4,000- 0.4%
Other (as described)State Filing Fee $250$250-- 0.0%
Total$979,495100%

View the filing

2014 · Form 990 · $1,052,738 spent · pay $0 · grants $795,210 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $724,460$724,460-- 68.8%
Fees: management $158,386$15,839$142,547- 15.0%
Grants to US individuals $70,750$70,750-- 6.7%
Fees: legal $35,184-$35,184- 3.3%
Other (as described)Probate Petition $31,590-$31,590- 3.0%
Other (as described)Honoraria to Scholars $17,400$17,400-- 1.7%
Fees: accounting $14,700-$14,700- 1.4%
Other (as described)State Filing Fee $250$250-- 0.0%
All other expenses $18$18-- 0.0%
Total$1,052,738100%

View the filing

2013 · Form 990 · $916,164 spent · pay $0 · grants $732,586 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $649,086$649,086-- 70.8%
Fees: management $160,644$16,064$144,580- 17.5%
Grants to US individuals $83,500$83,500-- 9.1%
Other (as described)Honoraria to Scholars $17,100$17,100-- 1.9%
Fees: legal $4,465-$4,465- 0.5%
All other expenses $1,119$1,119-- 0.1%
Other (as described)State Filing Fee $250$250-- 0.0%
Total$916,164100%

View the filing