LOWERY FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LOWERY FAMILY FOUNDATION (EIN 87-1035519)
Tax period
2021-06-02 to 2021-12-31
Filed
2023-01-30
IRS object ID
202310309349100611
Schema version
2021v4.1
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)
Return2023-01-30T13:03:33-08:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-06-02TaxPeriodBeginDt

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
Signature2023-01-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHOMAS APersonFirstNm
Person LastLOWERYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKay K LattaPreparerPersonNm
PTINP00041278PTIN
Phone9035976311PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Application PendingYes (X)ApplicationPendingInd
Initial ReturnYes (X)InitialReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,267,991FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,757,994ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$8InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$54,358DividendsRevAndExpnssAmt
Dividends Net Invst Incm$54,358DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$475,820NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,363,281GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$475,820CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,288,180TotalRevAndExpnssAmt
Total Net Invst Incm$530,186TotalNetInvstIncmAmt
Taxes Rev And Expnss$765TaxesRevAndExpnssAmt
Taxes Net Invst Incm$765TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$47,585OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$47,575OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$10OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$48,350TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$48,340TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$255,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$255,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$303,350TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$48,340TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$255,010TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,984,830ExcessRevenueOverExpensesAmt
Net Investment Income$481,846NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst EOY$247,290SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$247,290SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$6,737,084CorporateStockEOYAmt
Corporate Stock EOYFMV$10,020,245CorporateStockEOYFMVAmt
Other Assets EOY$456OtherAssetsEOYAmt
Other Assets EOYFMV$456OtherAssetsEOYFMVAmt
Total Assets EOY$6,984,830TotalAssetsEOYAmt
Total Assets EOYFMV$10,267,991TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning EOY$6,984,830RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances EOY$6,984,830TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,984,830TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Excess Revenue Over Expenses$6,984,830ExcessRevenueOverExpensesAmt
Subtotal$6,984,830SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,984,830TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES$2,361,419$1,887,461$473,958$473,958
Capital Gain Dividends$1,862
FieldValueIRS element (for citing)
Capital Gain Net Income$475,820CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$473,958NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,698InvestmentIncomeExciseTaxAmt
Subtotal$6,698SubtotalAmt
Tax Based On Investment Income$6,698TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$108EsPenaltyAmt
Tax Due$6,806TaxDueAmt
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 ContributorsYes (true)NewSubstantialContributorsInd
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
1615 EOLUS AVENUEENCINITASCA92024Trustee0.00$0
ANNA MICAELA LOWERY
1615 EOLUS 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$8,494,796AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$175,507AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,670,303TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$8,670,303AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$130,055CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,540,248NetVlNoncharitableAssetsAmt
Minimum Investment Return$249,187MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$249,187MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,698TaxBasedOnInvestmentIncomeAmt
Total Tax$6,698TotalTaxAmt
Distributable Before Adj$242,489DistributableBeforeAdjAmt
Distributable Before Ded$242,489DistributableBeforeDedAmt
Distributable As Adjusted$242,489DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$255,010ExpensesAndContributionsAmt
Qualifying Distributions$255,010QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$242,489DistributableAsAdjustedAmt
Qualifying Distributions$255,010QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$242,489AppliedToCurrentYearAmt
Remaining Distri From Corpus$12,521RemainingDistriFromCorpusAmt
Total Corpus$12,521TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$12,521ExcessDistriCyovToNextYrAmt
Excess From Current Year$12,521ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN RED CROSS
431 18TH ST NWWASHINGTONDC20006UNRELATEDPCCHARITABLE$2,500
BE WELL THERAPY
1524 VIA OTANOOCEANSIDECA92056UNRELATEDPCCHARITABLE$5,500
BETHESDA HEALTH CLINIC
409 W FERGUSONTYLERTX75702UNRELATEDPCCHARITABLE$55,000
BIG SHY COMMUNITY FOOD BANK
47995 GALLATIN RDBIG SKYMT59716UNRELATEDPCCHARITABLE$2,500
BIRMINGHAM LANDMARKS INC
1817 3RD AVE NBIRMINGHAMAL35203UNRELATEDPCCHARITABLE$10,000
BULLARD MISSION HOUSE MISSION CLINI
226 S PHILLIPS STBULLARDTX75757UNRELATEDPCCHARITABLE$25,000
CANCER FOUNDATION FOR LIFE
PO BOX 8257TYLERTX75711UNRELATEDPCCHARITABLE$5,000
CHILDREN'S VILLAGE
PO BOX 6564TYLERTX75711UNRELATEDPCCHARITABLE$2,500
COMMUNITY RESOURCE CENTER
218 OMOHUNDRO PLACENASHVILLETN37210UNRELATEDPCCHARITABLE$12,500
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOORNEW YORKNY10006UNRELATEDPCCHARITABLE$1,000
EAST TEXAS FOOD BANK
3201 ROBERTSON ROADTYLERTX75701UNRELATEDPCCHARITABLE$5,000
GOODWILL INDUSTRIAL OF EAST TEXAS
1530 JOHN CARNEY DRTYLERTX75701UNRELATEDPCCHARITABLE$2,500
HABITAT HUMANITY SMITH COUNTY
822 W FRONT STTYLERTX75702UNRELATEDPCCHARITABLE$5,000
HIGHWAY 80 RESCUE MISSION
3123 W MARSHALL AVELONGVIEWTX75604UNRELATEDPCCHARITABLE$7,500
HOPE INTERNATIONAL
227 GRANITE RUN DRIVE NO 250LANCASTERPA17601UNRELATEDPCCHARITABLE$10,000
HOSPICE OF EAST TEXAS
4111 UNIVERSITY BLVDTYLERTX75701UNRELATEDPCCHARITABLE$10,000
KPBS TVFM
5200 CAMPANILE DRIVESAN DIEGOCA92182UNRELATEDPCCHARITABLE$5,500
LONE STAR TRANSPORT DOGS
PO BOX 4935TYLERTX75712UNRELATEDPCCHARITABLE$20,000
LOVE 146
1800 CAMDEN ROAD SUITE 107-273CHARLOTTENC28203UNRELATEDPCCHARITABLE$5,500
MEALS ON WHEELS MINISTRY
3001 ROBERTSON ROADTYLERTX75701UNRELATEDPCCHARITABLE$5,000
OLIVENHAIN FARMS
PO BOX 25CARDIFFCA92007UNRELATEDPCCHARITABLE$1,000
PATH
340 N MADISON AVENUELOS ANGELESCA90004UNRELATEDPCCHARITABLE$5,000
SALVATION ARMY OF EAST TEXAS
633 N BROADWAY AVETYLERTX75702UNRELATEDPCCHARITABLE$5,000
SAN DIEGO HABITAT FOR HUMMANITY
8128 MERCURY COURTSAN DIEGOCA92111UNRELATEDPCCHARITABLE$4,500
SPANISH PEAKS COMMUNITY FOUNDATION
PO BOX 161303BIG SKYMT59716UNRELATEDPCCHARITABLE$5,000
SURFRIDER FOUNDATION
PO BOX 73550SAN CLEMENTECA92673UNRELATEDPCCHARITABLE$5,500
THE AMERICAN FILM INST
2021 NORTH WESTERN AVENUELOS ANGELESCA90027UNRELATEDPCCHARITABLE$5,500
TOGETHER RISING INC
800 WEST BROAD STREETFALLS CHURCHVA22040UNRELATEDPCCHARITABLE$5,500
UNITED WAY OF SMITH COUNTY
PO BOX 10029TYLERTX75711UNRELATEDPCCHARITABLE$5,000
WATER MISSIONS INTERNATIO
1150 MOLLY GREENE WAY BDG 1605NORTH CHARLESTONSC29405UNRELATEDPCCHARITABLE$10,000
YOUNG SURVIVAL COALITION
405 LEXINGTON AVENUENEW YORKNY10174UNRELATEDPCCHARITABLE$5,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$255,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$54,358ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$475,820ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$530,186ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$530,186TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTHOMAS A LOWERY JUNE F LOWERYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15912 QUAIL CREEK DRAddressLine1Txt
CityTYLERCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75703ZIPCd
FieldValueIRS element (for citing)
Total Contributions$9,995,809TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySEE ATTACHED SCHEDULE DONATED OF SECURITIES RECEIVEDNoncashPropertyDesc
Fair Market Value$9,761,070FairMarketValueAmt
Received2021-07-14ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$6,737,084EOYBookValueAmt
EOYFMV$10,020,245EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
EOY Book Value$456EOYBookValueAmt
EOYFMV$456EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
CHECK ORDER$10$10
INVESTMENT FEES$47,575$47,575

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonTHOMAS A LOWERY JUNE F LOWERYPersonNm

US Address USAddress

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$765Amt
Net Investment Income$765NetInvestmentIncomeAmt

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