LOWERY FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
LOWERY FAMILY FOUNDATION (EIN 87-1035519)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-07
IRS object ID
202641279349103114
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-07T12:43:42-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN751503978PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HENRY & PETERS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13304 S BROADWAY AVEAddressLine1Txt
CityTYLERCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75701ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN871035519EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOWERY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOWEBusinessNameControlTxt
Phone9035614013PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15912 QUAIL CREEK DRAddressLine1Txt
CityTYLERCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75703ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS A LOWERYPersonNm
Person TitleTrusteePersonTitleTxt
Signature2026-05-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRENT WESTMORELANDPreparerPersonNm
PTINP01355047PTIN
Phone9035976311PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,913,611FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$378InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$378InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$378InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$132,380DividendsRevAndExpnssAmt
Dividends Net Invst Incm$132,380DividendsNetInvstIncmAmt
Dividends Adj Net Incm$132,380DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,167,014NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,341,792GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,167,014CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$64,984NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$440OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$440OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$440OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,300,212TotalRevAndExpnssAmt
Total Net Invst Incm$1,300,212TotalNetInvstIncmAmt
Total Adj Net Incm$198,182TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$4,800AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$22,666TaxesRevAndExpnssAmt
Taxes Net Invst Incm$507TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$109,047OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$109,047OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$136,513TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$109,554TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$500,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$500,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$636,513TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$109,554TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$500,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$663,699ExcessRevenueOverExpensesAmt
Net Investment Income$1,190,658NetInvestmentIncomeAmt
Adjusted Net Income$198,182AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$164,213SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$185,422SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$185,422SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,695,109CorporateStockBOYAmt
Corporate Stock EOY$7,337,641CorporateStockEOYAmt
Corporate Stock EOYFMV$10,728,021CorporateStockEOYFMVAmt
Other Assets BOY$211OtherAssetsBOYAmt
Other Assets EOY$169OtherAssetsEOYAmt
Other Assets EOYFMV$168OtherAssetsEOYFMVAmt
Total Assets BOY$6,859,533TotalAssetsBOYAmt
Total Assets EOY$7,523,232TotalAssetsEOYAmt
Total Assets EOYFMV$10,913,611TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$6,859,533RetainedEarningBOYAmt
Retained Earning EOY$7,523,232RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,859,533TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,523,232TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,859,533TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,523,232TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,859,533TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$663,699ExcessRevenueOverExpensesAmt
Subtotal$7,523,232SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,523,232TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
RBC #336 - ST COVEREDP2025-01-012025-12-31$10,181$10,657-$476-$476
RBC #336 - LT COVEREDP2001-01-012025-12-31$362,045$249,380$112,665$112,665
RBC #336 - LT NONCOVEREDP2001-01-012025-12-31$1,362$119$1,243$1,243
RBC #342 - ST COVEREDP2025-01-012025-12-31$197,193$199,805-$2,612-$2,612
RBC #342 - LT COVEREDP2001-01-012025-12-31$657,009$333,456$323,553$323,553
RBC #335 - ST COVEREDP2025-01-012025-12-31$217,332$199,351$17,981$17,981
RBC #335 - LT COVEREDP2001-01-012025-12-31$524,984$309,824$215,160$215,160
RBC #340 - ST COVEREDP2025-01-012025-12-31$324,671$327,552-$2,881-$2,881
RBC #340 - LT COVEREDP2001-01-012025-12-31$1,081,587$806,598$274,989$274,989
RBC #371 - ST COVEREDP2025-01-012025-12-31$350,561$318,695$31,866$31,866
RBC #371 - LT COVEREDP2001-01-012025-12-31$437,805$258,686$179,119$179,119
RBC #371 - LT NONCOVEREDP2001-01-012025-12-31$15,376$5,966$9,410$9,410
RBC #337 - ST COVEREDP2025-01-012025-12-31$757,673$736,567$21,106$21,106
RBC #337 - LT COVEREDP2001-01-012025-12-31$403,591$418,122-$14,531-$14,531
Capital Gain Dividends$422
FieldValueIRS element (for citing)
Capital Gain Net Income$1,167,014CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$64,984NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,550InvestmentIncomeExciseTaxAmt
Subtotal$16,550SubtotalAmt
Tax Based On Investment Income$16,550TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,966EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$11,966TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$15EsPenaltyAmt
Tax Due$4,599TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THOMAS A LOWERYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9035614013PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15912 QUAIL CREEK DRAddressLine1Txt
CityTYLERCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75703ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
THOMAS A LOWERY
5912 QUAIL CREEK DRTYLERTX75703Trustee1.00$0
JUNE F LOWERY
5912 QUAIL CREEK DRTYLERTX75703Trustee1.00$0
CHRISTOPHER A LOWERY
1295 URANIA AVENUEENCINITASCA92024Trustee0.00$0
ANNA MICAELA LOWERY
1295 URANIA AVENUEENCINITASCA92024Trustee0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,519,225AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$267,223AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,786,448TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$10,786,448AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$161,797CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,624,651NetVlNoncharitableAssetsAmt
Minimum Investment Return$531,233MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$531,233MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,550TaxBasedOnInvestmentIncomeAmt
Total Tax$16,550TotalTaxAmt
Distributable Before Adj$514,683DistributableBeforeAdjAmt
Distributable Before Ded$514,683DistributableBeforeDedAmt
Distributable As Adjusted$514,683DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$500,000ExpensesAndContributionsAmt
Qualifying Distributions$500,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$514,683DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$105,748ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$105,748TotalExcessDistributionCyovAmt
Qualifying Distributions$500,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$500,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$14,683ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$14,683ExcessDistributionCyovAppCYAmt
Total Corpus$91,065TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$91,065ExcessDistriCyovToNextYrAmt
Excess From Year3$91,065ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN RED CROSS
431 18TH ST NWWASHINGTONDC20006UNRELATEDPCCHARITABLE$5,000
BE WELL THERAPY
1524 VIA OTANOOCEANSIDECA92056UNRELATEDPCCHARITABLE$3,000
BIG SKY COMMUNITY FOOD BANK
47995 GALLATIN RDBIG SKYMT59716UNRELATEDPCCHARITABLE$17,000
BIRMINGHAM LANDMARKS INC
1817 3RD AVE NBIRMINGHAMAL35203UNRELATEDPCCHARITABLE$15,000
BULLARD MISSION HOUSE MISSION CLINI
226 S PHILLIPS STBULLARDTX75757UNRELATEDPCCHARITABLE$14,500
CHILDREN'S VILLAGE
PO BOX 6564TYLERTX75711UNRELATEDPCCHARITABLE$5,500
COMMUNITY RESOURCE CENTER
218 OMOHUNDRO PLACENASHVILLETN37210UNRELATEDPCCHARITABLE$37,000
EAST TEXAS FOOD BANK
3201 ROBERTSON ROADTYLERTX75701UNRELATEDPCCHARITABLE$25,000
GOODWILL INDUSTRIAL OF EAST TEXAS
1530 JOHN CARNEY DRTYLERTX75701UNRELATEDPCCHARITABLE$10,000
HABITAT HUMANITY SMITH COUNTY
822 W FRONT STTYLERTX75702UNRELATEDPCCHARITABLE$20,000
HIGHWAY 80 RESCUE MISSION
3123 W MARSHALL AVELONGVIEWTX75604UNRELATEDPCCHARITABLE$10,000
HOPE INTERNATIONAL
227 GRANITE RUN DRIVE NO 250LANCASTERPA17601UNRELATEDPCCHARITABLE$25,000
HOSPICE OF EAST TEXAS
4111 UNIVERSITY BLVDTYLERTX75701UNRELATEDPCCHARITABLE$25,000
KPBS TVFM
5200 CAMPANILE DRIVESAN DIEGOCA92182UNRELATEDPCCHARITABLE$5,000
MEALS ON WHEELS MINISTRY
3001 ROBERTSON ROADTYLERTX75701UNRELATEDPCCHARITABLE$15,000
PATH
340 N MADISON AVENUELOS ANGELESCA90004UNRELATEDPCCHARITABLE$20,000
SALVATION ARMY OF EAST TEXAS
633 N BROADWAY AVETYLERTX75702UNRELATEDPCCHARITABLE$25,000
SAN DIEGO HABITAT FOR HUMMANITY
8128 MERCURY COURTSAN DIEGOCA92111UNRELATEDPCCHARITABLE$7,000
SPANISH PEAKS COMMUNITY FOUNDATION
PO BOX 161303BIG SKYMT59716UNRELATEDPCCHARITABLE$10,000
UNITED WAY OF SMITH COUNTY
PO BOX 10029TYLERTX75711UNRELATEDPCCHARITABLE$11,000
WATER MISSIONS INTERNATIO
1150 MOLLY GREENE WAY BLDG 1605NORTH CHARLESTONSC29405UNRELATEDPCCHARITABLE$30,000
YOUNG SURVIVAL COALITION
405 LEXINGTON AVENUENEW YORKNY10174UNRELATEDPCCHARITABLE$1,000
BROTHER BENNO FOUNDATION
PO BOX 308OCEANSIDECA92049UNRELATEDPCCHARITABLE$4,000
WILDCOAST
925 SEACOAST DRIMPERIAL BEACHCA91932UNRELATEDPCCHARITY$1,000
SAN DIEGO RESCUE MISSION
PO BOX 80427SAN DIEGOCA92138UNRELATEDPCCHARITY$7,000
THE SKATEPARK PROJECT
1611-A S MELROSE DR 360VISTACA92081UNRELATEDPCCHARITY$3,500
UNIVERSITY OF SAN DIEGO
5998 ALCALA PARKSAN DIEGOCA92110UNRELATEDPCCHARITY$2,500
USA FOR UNHCR
PO BOX 97114WASHINGTONDC20077UNRELATEDPCCHARITY$12,000
YMCA ECKE
200 SAXONY RDENCINITASCA92024UNRELATEDPCCHARITY$5,000
PROMISE ACADEMY
504 WEST 32NDTYLERTX75702UNRELATEDPCCHARITY$5,000
HAWAII COMMUNITY FOUNDATION
444 HANA HWY SUITE 201KAHULUIHI96732UNRELATEDPCCHARITY$1,000
KOURAGE HEALTH
100 E FERGUSON ST SUITE 400TYLERTX75702UNRELATEDPCCHARITY$12,000
CHRISTIAN WOMENS JOB CORPS
310 W FERGUSONTYLERTX75702UNRELATEDPCCHARITY$5,000
QUARTERBACKING CHILDREN'S HEALTH
2019 4TH AVE N SUITE 101BIRMINGHAMAL35203UNRELATEDPCCHARITY$20,000
PLANNED PARENTHOOD FEDERATION OF AM
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038UNRELATEDPCCHARITABLE$6,000
PETS FUR PEOPLE
1823 COUNTY RD 386TYLERTX75708UNRELATEDPCCHARITABLE$5,000
SPCA OF EAST TEXAS
3245 W GRANDE BLVDTYLERTX75703UNRELATEDPCCHARITABLE$15,000
DOOR OF FAITH
PO BOX 6434CHULA VISTACA91909UNRELATEDPCCHARITABLE$4,000
AMERICAN FRIENDS OF THE OCEAN CLEAN
228 EAST 45TH STREET SUITE 9ENEW YORKNY10017UNRELATEDPCCHARITABLE$6,000
CAPRI ELEMENTARY PTA
941 CAPRI ROADENCINITASCA92024UNRELATEDPCCHARITABLE$3,000
OCEANSIDE MUSEUM OF ART
704 PIER VIEW WAYOCEANSIDECA92054UNRELATEDPCCHARITABLE$1,000
FEEDING SAN DIEGO
9477 WAPLES ST 100SAN DIEGOCA92121UNRELATEDPCCHARITABLE$12,000
ALZHEIMER'S ALLIANCE OF SMITH COUNT
3531 S BROADWAY AVETYLERTX75701UNRELATEDPCCHARITABLE$10,000
UAB SCHOOL OF NURSING
1701 UNIVERSITY BLVDBIRMINGHAMAL35294UNRELATEDPCCHARITABLE$20,000
AMERICAN FILM INSTITUTE
2021 N WESTERN AVELOS ANGELESCA90027UNRELATEDPCCHARITABLE$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$500,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$378ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$132,380ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$440ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,167,014ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,300,212ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,300,212TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$4,800Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DIVIDENDS RECEIVABLE$211$168$168
Rounding$1

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$109,047RevenueAndExpensesPerBooksAmt
Net Investment Income$109,047NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$440RevenueAndExpensesPerBooksAmt
Net Investment Income$440NetInvestmentIncomeAmt
Adjusted Net Income$440AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAX PAYMENTS$22,159
FOREIGN TAXES$507$507

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