Trust UW Amy Lowell 10th Clause

EIN: 046016148 501(c)(3)

Boston, MA

Total Revenue
$1,699,569
Total Expenses
$1,238,772
Total Assets
$31,329,768
Net Assets
$31,329,768
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1925
Legal Domicile
MA
Principal Officer
Charles A Cheever
Phone
6172485255
Tax Period
2023-12-01 to 2024-11-30

Trust UW Amy Lowell 10th Clause, founded in 1925, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2023. The organization ran a surplus of $461K, a strong 27% operating margin.

Mission

Support of Houghton Library at Harvard College

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $1,772,385
Other Revenue $-72,816
TOTAL REVENUE $1,699,569

Expense Breakdown

Grants Paid $966,501
Salaries & Benefits $27,026
Fundraising Expenses $0
Program Expenses $1,010,536
Other Expenses $245,245
TOTAL EXPENSES $1,238,772

Year-over-Year Comparison

2023 2022 Change
Revenue $1,699,569 $1,574,865 +0.1%
Expenses $1,238,772 $1,383,087 -0.1%
Net Income $460,797 $191,778 +1.4%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
2
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
2
$27,025
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
William A Lowell Trustee 1.00
Director
$27,025 $0 $27,025
Charles A Cheever Trustee 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $1,699,569 $1,238,772 $31,329,768 $460,797
2023 $1,574,865 $1,383,087 $26,661,197 $191,778
2022 $-317,457 $1,388,417 $26,468,636 $-1,705,874
2021 $4,152,875 $1,159,435 $34,088,075 $2,993,440
2020 $1,014,359 $1,065,909 $30,526,280 $-51,550
2019 $1,803,325 $1,027,810 $27,293,187 $775,515
2018 $3,020,128 $1,036,287 $25,336,165 $1,983,841
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