Percival Lowell Trust Uw
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2020 | 549,975 | 74,348 | 475,627 | 4452.0 | 0% |
| 2021 | 5,617,015 | 72,074 | 5,544,941 | 5606.2 | 0% |
| 2022 | 963,326 | 93,730 | 869,596 | 3932.8 | 0% |
| 2023 | 766,352 | 449,999 | 316,353 | 889.7 | 0% |
In its most recent public year (2023), this organization brought in $316,353 more than it spent. Its reserves stood at about 889.7 months of spending, down from 4452 in 2020. Staff pay was 0% of spending. $37,587,407 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
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