2025-05-12T13:48:14-07:00 2024-12-31 751503978 HENRY & PETERS PC 3304 S BROADWAY AVE TYLER TX 75701 990PF 2024-01-01 871035519 LOWERY FAMILY FOUNDATION LOWE 9035614013 5912 QUAIL CREEK DR TYLER TX 75703 THOMAS A LOWERY Trustee 2025-05-09 true true Kay K Latta P00041278 9035976311 2024 2025-03-06 01:10:19Z X 9945870 X X 1390 1390 1390 127251 127251 127251 836015 3472665 836015 145224 964656 964656 273865 4800 4505 889 84704 84704 94009 85593 0 448000 448000 542009 85593 448000 422647 879063 273865 102393 164213 164213 6332027 6695109 9781446 2466 211 211 6436886 6859533 9945870 0 X 6436886 6859533 6436886 6859533 6436886 6859533 6436886 422647 6859533 6859533 RBC #335 - ST COVERED P 2024-01-01 2024-12-31 162535 163862 -1327 -1327 RBC #335 - LT COVERED P 2001-01-01 2024-12-31 433312 263400 169912 169912 RBC #336 - ST COVERED P 2024-01-01 2024-12-31 28926 19606 9320 9320 RBC #336 - LT COVERED P 2001-01-01 2024-12-31 271290 162478 108812 108812 RBC #336 - LT NONCOVERED P 2001-01-01 2024-12-31 2084 209 1875 1875 RBC #337 - ST COVERED P 2024-01-01 2024-12-31 56770 64187 -7417 -7417 RBC #337 - LT COVERED P 2001-01-01 2024-12-31 257024 244216 12808 12808 RBC #340 - ST COVERED P 2024-01-01 2024-12-31 422121 398690 23431 23431 RBC #340 - LT COVERED P 2001-01-01 2024-12-31 430937 364811 66126 66126 RBC #342 - ST COVERED P 2024-01-01 2024-12-31 440746 302108 138638 138638 RBC #342 - LT COVERED P 2001-01-01 2024-12-31 657463 417481 239982 239982 RBC #371 - ST COVERED P 2024-01-01 2024-12-31 42786 60207 -17421 -17421 RBC #371 - LT COVERED P 2001-01-01 2024-12-31 266472 175395 91077 91077 Capital Gain Dividends 199 836015 145224 12219 12219 12219 2026 2026 10193 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 9447293 196095 0 9643388 0 9643388 144651 9498737 474937 474937 12219 12219 462718 462718 462718 448000 448000 462718 120466 120466 448000 0 448000 14718 14718 105748 0 105748 105748 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 12500 BIRMINGHAM LANDMARKS INC 1817 3RD AVE N BIRMINGHAM AL 35203 UNRELATED PC CHARITABLE 50000 BULLARD MISSION HOUSE MISSION CLINI 226 S PHILLIPS ST BULLARD TX 75757 UNRELATED PC CHARITABLE 12500 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 30000 EAST TEXAS FOOD BANK 3201 ROBERTSON ROAD TYLER TX 75701 UNRELATED PC CHARITABLE 7500 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 15000 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 1000 LOVE 146 1800 CAMDEN ROAD SUITE 107-273 CHARLOTTE NC 28203 UNRELATED PC CHARITABLE 3000 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 15000 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 5000 SPANISH PEAKS COMMUNITY FOUNDATION PO BOX 161303 BIG SKY MT 59716 UNRELATED PC CHARITABLE 10000 THE AMERICAN FILM INST 2021 NORTH WESTERN AVENUE LOS ANGELES CA 90027 UNRELATED PC CHARITABLE 3500 TOGETHER RISING INC 800 WEST BROAD STREET FALLS CHURCH VA 22040 UNRELATED PC CHARITABLE 5000 UNITED WAY OF SMITH COUNTY PO BOX 10029 TYLER TX 75711 UNRELATED PC CHARITABLE 10000 WATER MISSIONS INTERNATIO 1150 MOLLY GREENE WAY BLDG 1605 NORTH CHARLESTON SC 29405 UNRELATED PC CHARITABLE 35000 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 4000 SAN DIEGO RESCUE MISSION PO BOX 80427 SAN DIEGO CA 92138 UNRELATED PC CHARITY 5000 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 7500 YMCA ECKE 200 SAXONY RD ENCINITAS CA 92024 UNRELATED PC CHARITY 3000 WOOF PACK DOG RESCUE 745 PLYMOUTH HOFFMAN ESTATES IL 60192 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 12000 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 10000 QUARTERBACKING CHILDREN'S HEALTH 2019 4TH AVE N SUITE 101 BIRMINGHAM AL 35203 UNRELATED PC CHARITY 10000 PLANNED PARENTHOOD FEDERATION OF AM 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 UNRELATED PC CHARITABLE 2000 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 10000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 UNRELATED PC CHARITABLE 1000 DOOR OF FAITH PO BOX 6434 CHULA VISTA CA 91909 UNRELATED PC CHARITABLE 2000 AMERICAN FRIENDS OF THE OCEAN CLEAN 228 EAST 45TH STREET SUITE 9E NEW YORK NY 10017 UNRELATED PC CHARITABLE 4000 CAPRI ELEMENTARY PTA 941 CAPRI ROAD ENCINITAS CA 92024 UNRELATED PC CHARITABLE 1000 448000 14 1390 14 127251 18 836015 964656 964656 false false false false false false false false false false ACCOUNTING FEE 4800 0 0 0 DIVIDENDS RECEIVABLE 440 211 211 INVESTMENT FEES 84520 84520 MISC INVESTMENT EXPENSE 184 184 FEDERAL TAX PAYMENTS 3616 FOREIGN TAXES 889 889