2024-11-13T22:32:05+00:00 2023-12-31 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990PF 2023-01-01 382679673 The Edward Lowe Foundation EDWA 2694454200 58220 Decatur Road Cassopolis MI 49031 Don Bauters Treasurer 2024-11-14 true Jennifer Burke P01342224 3128997000 2024-11-14 2023 2024-10-15 13:58:12Z X 123298909 X 34450 5560 5560 5560 2391226 2468625 2391226 54350 54350 54350 54350 686561 22123435 686561 0 0 0 0 1071426 0 1071426 4243573 3215096 3522562 641373 100000 0 541335 2624805 23717 467640 2142409 1061471 8029 153227 895308 76420 0 0 64484 46180 23090 0 20990 1022877 324563 417162 269174 52754 3525 0 12668 427808 0 0 28487 0 0 28487 55225 9 23997 31382 10740 0 0 10769 792022 61830 51957 718761 6840162 544763 1113983 4735767 23215 23215 6863377 544763 1113983 4758982 -2619804 2670333 2408579 5699742 6641268 6641268 70089 36615 70089 70089 0 0 0 0 0 0 0 0 0 0 65120 43030 43030 0 0 0 53762982 58635039 58635039 42696784 44751804 44751804 0 0 0 0 4707327 4278124 4278124 16748305 7955275 9021266 8793030 8793030 122499 86525 86525 116112335 123298909 123298909 620942 602233 0 0 0 0 167580 304149 788522 906382 X 115323813 122392527 115323813 122392527 116112335 123298909 115323813 -2619804 9825087 122529096 136569 122392527 P 0 0 0 P 0 0 0 P 0 0 0 P 0 0 0 CIBC P 2023-01-01 2023-12-31 1771701 2129235 -357534 0 -357534 CIBC P 20343641 19261135 1082506 0 1082506 NORTHERN MANAGED P 30 30 0 30 DAG VENTURES P 0 24 -24 0 -24 A G REALTY P 0 46480 -46480 0 -46480 QVT OVERSEAS P 8063 8063 0 8063 686561 -357534 37118 37118 37118 122583 122583 85465 85465 0 false false false false false true true false true true MI true true false false false true www.edwardlowe.org Donald R Bauters 2694454200 58220 Decatur Rd Cassopolis MI 490310008 false false false true true false false false false false false false false false false false false false false false false false DARLENE LOWE 58220 Decatur Road Cassopolis MI 49031 CHAIRMAN EMERITUS 3.000 25000 0 0 DANIEL J WYANT 58220 Decatur Road Cassopolis MI 49031 CHAIRMAN OF THE BOARD 40.000 236516 40276 0 JOHN PYCIK 58220 Decatur Road Cassopolis MI 49031 TRUSTEE 3.000 28000 0 0 MONICA WYANT 58220 Decatur Road Cassopolis MI 49031 TRUSTEE 3.000 30000 0 0 PAUL BOWLES 58220 Decatur Road Cassopolis MI 49031 TRUSTEE 3.000 29000 0 1641 PETER PAIRITZ 58220 Decatur Road Cassopolis MI 49031 TRUSTEE 3.000 31000 0 0 DONALD R BAUTERS 58220 Decatur Road Cassopolis MI 49031 TREASURER 32.000 139772 38382 0 KATHY BROWNING 58220 Decatur Road Cassopolis MI 49031 SECRETARY 32.000 105905 35994 0 MATHEW JAMES 58220 Decatur Road Cassopolis MI 49031 DIRECTOR OF FINANCE 40.000 123477 29770 0 COLLEEN KILLEN-ROBERTS 58220 Decatur Road Cassopolis MI 49031 V.P. OF EPREN 40.000 174228 31270 0 PAUL BATESON 58220 Decatur Road Cassopolis MI 49031 GM OF EXT RELATIONS 40.000 136533 31814 0 CHRIS RYBACK 58220 Decatur Road Cassopolis MI 49031 DIRECTOR OF IT 40.000 112814 34971 0 TJ BECKER 58220 Decatur Road Cassopolis MI 49031 COMMUNICATION MGR 40.000 113133 34869 0 19 CIBC PRIVATE WEALTH MANAGEMENT 181 W Madison St CHICAGO IL 60602 INVESTING 226852 JOHN PYCIK 58220 Decatur Rd Cassopolis IN 49031 INVESTING 97666 PERKINS COIE PO BOX 24643 SEATTLE WA 98124 LEGAL 76420 UPRIVER GIS LLC 1970 BRIDGEWOOD DR ORANGE PARK FL 32065 CONSULTING 61999 NOMIS PROJECT MANAGEMENT 101 ANTHONY LANE STEVENSVILLE MD 21666 CONSULTING 61243 2 Educational Activities - See Supplemental Information 2485784 CONSERVATION & PRESERVATION ACTIVITIES - See Supplemental Information 1568005 INFORMATION & TECHNOLOGY SERVICES - See Supplemental Information 1240039 NONE 0 0 103288525 6170505 199644 109658674 0 109658674 1644880 108013794 5400690 X 4758982 0 199571 0 4958553 X 2408579 2038955 2638184 1794637 8880355 2047292 1733112 2242456 1525441 7548302 4958553 5155328 5112710 5057592 20284183 23215 12455 22456 92250 150376 4935338 5142873 5090254 4965342 20133807 3600460 3769893 4153352 3636003 15159708 X MICHIGAN CELEBRATES SMALL BUSINESS 120 N WASHINGTON SQ SUITE 1000 LANSING MI 48933 NONE PC GENERAL SUPPORT 10000 CASS COUNTY FAIR ASSOCIATION PO BOX 56 CASSOPOLIS MI 49031 NONE PC GENERAL SUPPORT 1000 CASS KICKSTART TO CAREERS PO BOX 63 CASSOPOLIS MI 49031 NONE PC GENERAL SUPPORT 1000 HELPING HANDS OF CASS COUNTY PO BOX 221 CASSOPOLIS MI 49031 NONE PC GENERAL SUPPORT 1000 HEART OF THE LAKES PO BOX 1128 BAY CITY MI 48706 NONE PC GENERAL SUPPORT 750 MISCELLANEOUS - 500 AND UNDER AVAILABLE UPON REQUEST SOUTHWEST MI 49031 NONE PC GENERAL SUPPORT 9465 23215 0 INFORMATION SERVICES 653238 EDUCATIONAL ACTIVITIES 418188 14 5560 14 2468625 16 54350 18 686561 PARTNERSHIP INCOME TAXED ON 990T 901101 -77399 18 -77399 3215096 1071426 4209123 1a INCOME RECEIVED FROM SIG (SYSTEM FOR INTEGRATED GROWTH) 1b PROGRAM SERVICE REVENUE FOR PROVIDING FACILITIES AND INFORMATION FOR THE CONDUCT OF EXEMPT ACTIVITIES false false false false false false false true false 1b(6) 399 SMALL BUSINESS ASSOCIATION OF MICHIGAN MEMBERSHIP DUES 1b(6) 440 INDIANA CPA SOCIETY MEMBERSHIP DUES 1b(6) 340 AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS MEMBERSHIP DUES false X X 1 BARBARA STANKOWSKI 505 HARBOR APPROACH JOHNSON CITY TN 37601 30000 X CROWE 46180 23090 20990 NONE 427808 OTHER EXPENSES Form 990-PF, Part I, Line 23 AMOUNTS LISTED UNDER NET INVESTMENT INCOME FOR THE FOLLOWING DESCRIPTIONS ARE PARTIALLY LIMITED TO RENTAL INCOME FROM PROPERTY USED FOR CHARITABLE PURPOSES: EMPLOYEE RELATIONS GASOLINE & OIL GENERAL INSURANCE LICENSES MAINTENANCE PROPERTY EXPENSE SUPPLIES TELEPHONE TRASH HAULING UTILITIES WORKMANS COMPENSATION DUES LUNCHEONS & MEETINGS POSTAGE SUBSCRIPTIONS MISCELLANEOUS LINE 3 AND 4 Form 990-PF, Part VI, Section B Line 1a3 DARLENE LOWE, DAN WYANT, MONICA WYANT AND DOUGLAS WYANT ARE DISQUALIFIED PERSONS WITH RESPECT TO THE FOUNDATION. DARLENE LOWE RECEIVED COMPENSATION IN HER ROLE AS CHAIRMAN EMERITUS, DAN WYANT AS CHAIRMAN OF THE BOARD AND PRESIDENT AND MONICA AS A TRUSTEE OF THE BOARD. DOUGLAS WYANT WAS COMPENSATED FOR SERVICES. DARLENE LOWE PROVIDES OFFICE SPACE WITHOUT CHARGE TO THE FOUNDATION. ALL TRUSTEES ARE DISQUALIFIED PERSONS AND RECEIVE TRUSTEE FEES. CERTAIN TRUSTEES ARE ALSO COMPENSATED FOR OTHER SERVICES WHICH THEY RENDER TO THE FOUNDATION WHICH ARE UNRELATED TO THEIR ROLE AS TRUSTEES. LINE 1 Form 990-PF, Part VIII-A EDUCATIONAL ACTIVITIES - THE FOUNDATION CONDUCTS EDUCATIONAL PROGRAMS AT ITS FACILITY IN CASSOPOLIS, MICHIGAN AS WELL AS OTHER LOCATIONS THROUGHOUT THE COUNTRY. THESE PROGRAMS ARE INTENDED TO EDUCATE AND PROVIDE TRAINING TO GROUPS OF INDIVIDUALS TO IMPROVE THEIR CAPABILITIES, SKILLS AND KNOWLEDGE ABOUT THE OPERATION OF ENTREPRENEURIAL BUSINESSES. THESE PROGRAMS ARE CONDUCTED USING AN APPROACH KNOWN AS "PEER LEARNING." THE FOUNDATION BELIEVES THAT SECOND STAGE ENTREPRENEURS CAN LEARN BEST FROM EACH OTHER THROUGH A FORMAL STRUCTURE OF PEER NETWORKING AND EDUCATIONAL PROGRAMMING REFERRED TO AS PEERSPECTIVES. FOUNDATION PERSONNEL OR OTHERS ENGAGED BY THE FOUNDATION FACILITATE THESE PROGRAMS. THE FOUNDATION EDUCATES COMMUNITIES, REGIONS AND STATES ABOUT THE VITAL ROLE ENTREPRENEURSHIP PLAYS IN ECONOMIC GROWTH. THE FOUNDATION CONDUCTS RESEARCH AND PROVIDES RESEARCH TOOLS TO THE PUBLIC, AS WELL AS RECOGNITION AND PEER LEARNING PROGRAMS THAT FOCUS ON SECOND STAGE COMPANIES, THOSE THAT HAVE MOVED BEYOND THE STARTUP PHASE AND SEEK SIGNIFICANT, STEADY GROWTH. RECOGNIZING THE IMPORTANT ROLE THAT STATE AND REGIONAL GOVERNMENTS PLAY IN BUILDING ENTREPRENEURSHIP DRIVEN ECONOMIES, THE FOUNDATION HAS ESTABLISHED RELATIONSHIPS WITH A NUMBER OF GOVERNMENT ENTITIES TO DELIVER ITS PROGRAMS. SUCH COLLABORATIONS HAVE ALLOWED THE FOUNDATION TO ASSIST THESE GOVERNMENTAL AGENCIES, THEREBY LESSENING THE BURDENS OF GOVERNMENT. LINE 2 Form 990-PF, Part VIII-A CONSERVATION AND PRESERVATION - ONE OF THE KEY COMPONENTS OF THE FOUNDATION'S MISSION IS TO CONSERVE THE NATURAL ENVIRONMENT THROUGH OWNERSHIP AND MAINTENANCE OF ECOLOGICALLY SIGNIFICANT SCENIC AREAS AND HISTORIC STRUCTURES. THE FOUNDATION FULFILLS THIS MISSION BY PROTECTING, PRESERVING AND INVOLVING THE ENVIRONMENT AT THE FOUNDATION'S HEADQUARTERS IN CASSOPOLIS, MICHIGAN. UTILIZING BEST CONSERVATION PRACTICES, THE FOUNDATION PROVIDES EXAMPLES AND DEMONSTRATIONS TO PROMOTE LAND, WATER AND ENVIRONMENTAL STEWARDSHIP. THE FOUNDATION WORKS WITH A VARIETY OF NATIONAL, STATE AND LOCAL CONSERVATION AND ENVIRONMENTAL GROUPS TO HELP CARRY OUT THIS MISSION. LINE 3 Form 990-PF, Part VIII-A INFORMATION & TECHNOLOGY SERVICES - THE FOUNDATION HAS DEVELOPED EDUCATIONAL PROGRAM CONTENT AND MATERIALS AND DISTRIBUTES THESE MATERIALS AND CONTENT BOTH IN PRINT AND ELECTRONIC CHANNELS. MUCH OF THIS CONTENT FOCUSES ON PRACTICAL ADVICE AND CASE STUDIES, OFTEN FROM OTHER ENTREPRENEURS-CONSISTENT WITH THE "PEER LEARNING" APPROACH USED IN ITS EDUCATIONAL AND OTHER PROGRAMS AND IS PROVIDED FREE OF CHARGE. THE FOUNDATION ALSO HAS DEVELOPED PROPRIETARY INFRASTRUCTURE THAT MANAGES AND DELIVERS ITS RESEARCH DATA. THE FOUNDATION ALSO HAS DEVELOPED AND MAINTAINS VARIOUS WEB BASED COMMUNICATION TOOLS TO EDUCATE ITS AUDIENCE AND THE GENERAL PUBLIC ABOUT THE IMPORTANCE OF ENTREPRENEURSHIP. 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