SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
Percival Lowell Trust UW
 
Employer identification number

04-2007327
Return Reference Explanation
Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et THERE WAS A CHANGE IN TRUSTEE DURING 2013. THE CURRENT TRUSTEE IS THE SON OF THE PREVIOUS TRUSTEE.
Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings THE SOLE TRUSTEE WILL RECORD ACTIONS UNDERTAKEN FROM TIME TO TIME AS NEEDED. THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE SOLE TRUSTEE/GOVERNING BODY. THE LOWELL OBSERVATORY COMMITTEE OVERSEES THE CONSOLIDATED STATEMENT OF LOWELL OBSERVATORY AND PERCIVAL LOWELL TRUST UW.
Form 990, Part VI, Line 11b: Form 990 Review Process THE FORM 990 IS REVIEWED BY THE SOLE TRUSTEE AND THE DIRECTOR BEFORE IT IS SUBMITTED.
Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE TRUST IS GOVERNED BY THE WILL OF PERCIVAL LOWELL AND EXISTS EXCLUSIVELY FOR THE BENEFIT OF LOWELL OBSERVATORY. WHEN REQUESTED, DOCUMENTS REGARDING THE TRUST ARE PROVIDED BY THE LOWELL OBSERVATORY BUSINESS OFFICE. THE 990 IS ALSO AVAILABLE ON GUIDESTAR.
Form 990, Part XII, Line 2: Change of Oversight or Selection Process THE AUDIT COMMITTEE OF THE ADVISORY BOARD OF LOWELL OBSERVATORY REVIEWS THE CONSOLIDATED FINANCIAL STATEMENTS AND DISCUSSES IT WITH THE AUDITORS AND TRUSTEE.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID: 13000170
Software Version: 2013v3.1