2026-05-07T12:43:42-07:00 2025-12-31 751503978 HENRY & PETERS PC 3304 S BROADWAY AVE TYLER TX 75701 990PF 2025-01-01 871035519 LOWERY FAMILY FOUNDATION LOWE 9035614013 5912 QUAIL CREEK DR TYLER TX 75703 THOMAS A LOWERY Trustee 2026-05-07 true TRENT WESTMORELAND P01355047 9035976311 2025 2025-03-06 01:10:19Z X 10913611 X X 378 378 378 132380 132380 132380 1167014 5341792 1167014 64984 440 440 440 1300212 1300212 198182 4800 22666 507 109047 109047 136513 109554 0 500000 500000 636513 109554 500000 663699 1190658 198182 164213 185422 185422 6695109 7337641 10728021 211 169 168 6859533 7523232 10913611 0 X 6859533 7523232 6859533 7523232 6859533 7523232 6859533 663699 7523232 7523232 RBC #336 - ST COVERED P 2025-01-01 2025-12-31 10181 10657 -476 -476 RBC #336 - LT COVERED P 2001-01-01 2025-12-31 362045 249380 112665 112665 RBC #336 - LT NONCOVERED P 2001-01-01 2025-12-31 1362 119 1243 1243 RBC #342 - ST COVERED P 2025-01-01 2025-12-31 197193 199805 -2612 -2612 RBC #342 - LT COVERED P 2001-01-01 2025-12-31 657009 333456 323553 323553 RBC #335 - ST COVERED P 2025-01-01 2025-12-31 217332 199351 17981 17981 RBC #335 - LT COVERED P 2001-01-01 2025-12-31 524984 309824 215160 215160 RBC #340 - ST COVERED P 2025-01-01 2025-12-31 324671 327552 -2881 -2881 RBC #340 - LT COVERED P 2001-01-01 2025-12-31 1081587 806598 274989 274989 RBC #371 - ST COVERED P 2025-01-01 2025-12-31 350561 318695 31866 31866 RBC #371 - LT COVERED P 2001-01-01 2025-12-31 437805 258686 179119 179119 RBC #371 - LT NONCOVERED P 2001-01-01 2025-12-31 15376 5966 9410 9410 RBC #337 - ST COVERED P 2025-01-01 2025-12-31 757673 736567 21106 21106 RBC #337 - LT COVERED P 2001-01-01 2025-12-31 403591 418122 -14531 -14531 Capital Gain Dividends 422 1167014 64984 16550 16550 16550 11966 11966 X 15 4599 0 false false false false false false false true true TX true false false false false true N/A THOMAS A LOWERY 9035614013 5912 QUAIL CREEK DR TYLER TX 75703 false false false false false false false false false false false false false false false false false false false false false false THOMAS A LOWERY 5912 QUAIL CREEK DR TYLER TX 75703 Trustee 1.00 0 JUNE F LOWERY 5912 QUAIL CREEK DR TYLER TX 75703 Trustee 1.00 0 CHRISTOPHER A LOWERY 1295 URANIA AVENUE ENCINITAS CA 92024 Trustee 0.00 0 ANNA MICAELA LOWERY 1295 URANIA AVENUE ENCINITAS CA 92024 Trustee 0.00 0 NONE NONE 10519225 267223 0 10786448 0 10786448 161797 10624651 531233 531233 16550 16550 514683 514683 514683 500000 500000 514683 105748 105748 500000 0 500000 14683 14683 91065 0 91065 91065 X AMERICAN RED CROSS 431 18TH ST NW WASHINGTON DC 20006 UNRELATED PC CHARITABLE 5000 BE WELL THERAPY 1524 VIA OTANO OCEANSIDE CA 92056 UNRELATED PC CHARITABLE 3000 BIG SKY COMMUNITY FOOD BANK 47995 GALLATIN RD BIG SKY MT 59716 UNRELATED PC CHARITABLE 17000 BIRMINGHAM LANDMARKS INC 1817 3RD AVE N BIRMINGHAM AL 35203 UNRELATED PC CHARITABLE 15000 BULLARD MISSION HOUSE MISSION CLINI 226 S PHILLIPS ST BULLARD TX 75757 UNRELATED PC CHARITABLE 14500 CHILDREN'S VILLAGE PO BOX 6564 TYLER TX 75711 UNRELATED PC CHARITABLE 5500 COMMUNITY RESOURCE CENTER 218 OMOHUNDRO PLACE NASHVILLE TN 37210 UNRELATED PC CHARITABLE 37000 EAST TEXAS FOOD BANK 3201 ROBERTSON ROAD TYLER TX 75701 UNRELATED PC CHARITABLE 25000 GOODWILL INDUSTRIAL OF EAST TEXAS 1530 JOHN CARNEY DR TYLER TX 75701 UNRELATED PC CHARITABLE 10000 HABITAT HUMANITY SMITH COUNTY 822 W FRONT ST TYLER TX 75702 UNRELATED PC CHARITABLE 20000 HIGHWAY 80 RESCUE MISSION 3123 W MARSHALL AVE LONGVIEW TX 75604 UNRELATED PC CHARITABLE 10000 HOPE INTERNATIONAL 227 GRANITE RUN DRIVE NO 250 LANCASTER PA 17601 UNRELATED PC CHARITABLE 25000 HOSPICE OF EAST TEXAS 4111 UNIVERSITY BLVD TYLER TX 75701 UNRELATED PC CHARITABLE 25000 KPBS TVFM 5200 CAMPANILE DRIVE SAN DIEGO CA 92182 UNRELATED PC CHARITABLE 5000 MEALS ON WHEELS MINISTRY 3001 ROBERTSON ROAD TYLER TX 75701 UNRELATED PC CHARITABLE 15000 PATH 340 N MADISON AVENUE LOS ANGELES CA 90004 UNRELATED PC CHARITABLE 20000 SALVATION ARMY OF EAST TEXAS 633 N BROADWAY AVE TYLER TX 75702 UNRELATED PC CHARITABLE 25000 SAN DIEGO HABITAT FOR HUMMANITY 8128 MERCURY COURT SAN DIEGO CA 92111 UNRELATED PC CHARITABLE 7000 SPANISH PEAKS COMMUNITY FOUNDATION PO BOX 161303 BIG SKY MT 59716 UNRELATED PC CHARITABLE 10000 UNITED WAY OF SMITH COUNTY PO BOX 10029 TYLER TX 75711 UNRELATED PC CHARITABLE 11000 WATER MISSIONS INTERNATIO 1150 MOLLY GREENE WAY BLDG 1605 NORTH CHARLESTON SC 29405 UNRELATED PC CHARITABLE 30000 YOUNG SURVIVAL COALITION 405 LEXINGTON AVENUE NEW YORK NY 10174 UNRELATED PC CHARITABLE 1000 BROTHER BENNO FOUNDATION PO BOX 308 OCEANSIDE CA 92049 UNRELATED PC CHARITABLE 4000 WILDCOAST 925 SEACOAST DR IMPERIAL BEACH CA 91932 UNRELATED PC CHARITY 1000 SAN DIEGO RESCUE MISSION PO BOX 80427 SAN DIEGO CA 92138 UNRELATED PC CHARITY 7000 THE SKATEPARK PROJECT 1611-A S MELROSE DR 360 VISTA CA 92081 UNRELATED PC CHARITY 3500 UNIVERSITY OF SAN DIEGO 5998 ALCALA PARK SAN DIEGO CA 92110 UNRELATED PC CHARITY 2500 USA FOR UNHCR PO BOX 97114 WASHINGTON DC 20077 UNRELATED PC CHARITY 12000 YMCA ECKE 200 SAXONY RD ENCINITAS CA 92024 UNRELATED PC CHARITY 5000 PROMISE ACADEMY 504 WEST 32ND TYLER TX 75702 UNRELATED PC CHARITY 5000 HAWAII COMMUNITY FOUNDATION 444 HANA HWY SUITE 201 KAHULUI HI 96732 UNRELATED PC CHARITY 1000 KOURAGE HEALTH 100 E FERGUSON ST SUITE 400 TYLER TX 75702 UNRELATED PC CHARITY 12000 CHRISTIAN WOMENS JOB CORPS 310 W FERGUSON TYLER TX 75702 UNRELATED PC CHARITY 5000 QUARTERBACKING CHILDREN'S HEALTH 2019 4TH AVE N SUITE 101 BIRMINGHAM AL 35203 UNRELATED PC CHARITY 20000 PLANNED PARENTHOOD FEDERATION OF AM 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 UNRELATED PC CHARITABLE 6000 PETS FUR PEOPLE 1823 COUNTY RD 386 TYLER TX 75708 UNRELATED PC CHARITABLE 5000 SPCA OF EAST TEXAS 3245 W GRANDE BLVD TYLER TX 75703 UNRELATED PC CHARITABLE 15000 DOOR OF FAITH PO BOX 6434 CHULA VISTA CA 91909 UNRELATED PC CHARITABLE 4000 AMERICAN FRIENDS OF THE OCEAN CLEAN 228 EAST 45TH STREET SUITE 9E NEW YORK NY 10017 UNRELATED PC CHARITABLE 6000 CAPRI ELEMENTARY PTA 941 CAPRI ROAD ENCINITAS CA 92024 UNRELATED PC CHARITABLE 3000 OCEANSIDE MUSEUM OF ART 704 PIER VIEW WAY OCEANSIDE CA 92054 UNRELATED PC CHARITABLE 1000 FEEDING SAN DIEGO 9477 WAPLES ST 100 SAN DIEGO CA 92121 UNRELATED PC CHARITABLE 12000 ALZHEIMER'S ALLIANCE OF SMITH COUNT 3531 S BROADWAY AVE TYLER TX 75701 UNRELATED PC CHARITABLE 10000 UAB SCHOOL OF NURSING 1701 UNIVERSITY BLVD BIRMINGHAM AL 35294 UNRELATED PC CHARITABLE 20000 AMERICAN FILM INSTITUTE 2021 N WESTERN AVE LOS ANGELES CA 90027 UNRELATED PC CHARITABLE 4000 500000 14 378 14 132380 14 440 18 1167014 1300212 1300212 false false false false false false false false false false ACCOUNTING FEE 4800 0 0 0 DIVIDENDS RECEIVABLE 211 168 168 Rounding 1 INVESTMENT FEES 109047 109047 Other Investment Income 440 440 440 FEDERAL TAX PAYMENTS 22159 FOREIGN TAXES 507 507