LOWMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
LOWMAN FAMILY FOUNDATION INC (EIN 20-2006281)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-16
IRS object ID
202322899349100747
Schema version
2022v5.0
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)
Return2023-10-16T14:31:44-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611223180PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRIFFITH DELANEY HILLMAN & LETTBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1360AddressLine1Txt
CityASHLANDCityNm
State AbbreviationKYStateAbbreviationCd
ZIP411051360ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202006281EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOWMAN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOWMBusinessNameControlTxt
Phone6063290797PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1699AddressLine1Txt
CityASHLANDCityNm
State AbbreviationKYStateAbbreviationCd
ZIP411051699ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonE B LOWMAN IIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6063290797PhoneNum
Signature2023-09-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEPersonFirstNm
Person LastLOWMAN IIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ MICHAEL DELANEYPreparerPersonNm
PTINP00179132PTIN
Phone6063291656PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,432,811FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$441,953ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$148,916DividendsRevAndExpnssAmt
Dividends Net Invst Incm$148,916DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,705NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$35,090GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,705CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$602,574TotalRevAndExpnssAmt
Total Net Invst Incm$160,621TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$26,827AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$26,827AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,160TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,160TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$287TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$31,987TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$31,987TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$287TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$165,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$165,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$196,987TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$31,987TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$165,287TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$405,587ExcessRevenueOverExpensesAmt
Net Investment Income$128,634NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$107,323SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$199,195SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$199,195SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,510,550CorporateStockBOYAmt
Corporate Stock EOY$2,539,416CorporateStockEOYAmt
Corporate Stock EOYFMV$4,228,743CorporateStockEOYFMVAmt
Other Assets BOY$6,503OtherAssetsBOYAmt
Other Assets EOY$4,873OtherAssetsEOYAmt
Other Assets EOYFMV$4,873OtherAssetsEOYFMVAmt
Total Assets BOY$2,624,376TotalAssetsBOYAmt
Total Assets EOY$2,743,484TotalAssetsEOYAmt
Total Assets EOYFMV$4,432,811TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,624,376NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,743,484NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,624,376TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,743,484TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,624,376TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,743,484TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,624,376TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$405,587ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,029,963SubtotalAmt
Other Decreases$286,479OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,743,484TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySECURITIES SALESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2009-12-11AcquiredDt
Sold2022-12-15SoldDt
Gross Sales Price$35,090GrossSalesPriceAmt
Cost Or Other Basis$23,385CostOrOtherBasisAmt
Gain Or Loss$11,705GainOrLossAmt
Gains Minus Excess Or Losses$11,705GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$11,705CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,788InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,788SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,788TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,873EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,873TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,085OverpaymentAmt
Applied To ES Tax$3,085AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateKYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCOMPANY OFFICERSIndividualWithBooksNm
Phone6063290797PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1699AddressLine1Txt
CityASHLANDCityNm
State AbbreviationKYStateAbbreviationCd
ZIP411051699ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
E B LOWMAN II
P O BOX 1699ASHLANDKY41105PRESIDENT1.00$0$0$0
JO ANNE LOWMAN
P O BOX 1699ASHLANDKY41105SECRETARY/TREASURER0.00$0$0$0
SARAH LOWMAN
P O BOX 1699ASHLANDKY41105VICE PRESIDENT0.00$0$0$0
E B LOWMAN III
P O BOX 1699ASHLANDKY41105VICE PRESIDENT0.00$0$0$0
KIM L SUTTON
P O BOX 1699ASHLANDKY41105VICE PRESIDENT0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,782,905AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$151,873AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,934,778TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,934,778AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$59,022CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,875,756NetVlNoncharitableAssetsAmt
Minimum Investment Return$193,788MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$193,788MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,788TaxBasedOnInvestmentIncomeAmt
Total Tax$1,788TotalTaxAmt
Distributable Before Adj$192,000DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$192,000DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$192,000DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$165,287ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$165,287QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$192,000DistributableAsAdjustedAmt
Undistributed Income PY$164,822UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$165,287QualifyingDistributionsAmt
Applied To Year1$164,822AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$465AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$191,535UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerE B LOWMAN IIContributingManagerNm
Contributing ManagerJO ANNE LOWMANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
4 PAWS FOR ABILITY
207 DAYTON AVEXENIAOH45385PROGRAM OPERATION$1,000
AMY FOR AFRICA - UNITY BAPTIST CHURCH
2320 29TH STASHLANDKY41101PROGRAM NEEDS FOR CHILDREN IN AFRICA$5,500
ASHLAND ANIMAL RESCUE FUND
12365 KEVIN AVEASHLANDKY41102PROGRAM OPERATION$1,000
ASHLAND AREA YMCA
3232 OLD 13TH STASHLANDKY41102GENERAL PROGRAM OPERATION$3,000
ASHLAND COMMUNITY KITCHEN
2516 CARTER AVEASHLANDKY41101COMMUNITY FEED THE HUNGRY PROGRAM$5,500
CALVARY EPISCOPAL CHURCH
P O BOX 109ASHLANDKY41105PROGRAM OPERATION$15,000
CARES
2516 CARTER AVEASHLANDKY41101PROGRAM OPERATION$5,500
CASA OF NORTHEAST KY
2800 LOUISA STCATLETTSBURGKY41129PROGRAM NEEDS FOR CHILDREN IN COURT SYSTEM$5,500
CHRISTIAN CHURCH IN KENTUCKY
1125 RED MILE RDLEXINGTONKY40504PROGRAM OPERATION$2,000
CHRISTIAN STUDENT FELLOWSHIP
502 COLUMBIA AVELEXINGTONKY40508PROGRAM OPERATION$5,000
CHRISTMOUNT CHRISTIAN ASSEMBLY
222 FERN WAYBLACKMOUNTAINNC28711GENERAL OPERATION FAMILY SERVICES$1,100
FIRST CHRISTIAN CHURCH
1930 WINCHESTER AVEASHLANDKY41101GENERAL PROGRAM OPERATION$55,000
HILLCREST BRUCE MINISTRIES
1819 ELOISE STASHLANDKY41101PROGRAM OPERATION$2,000
HUMANE SOCIETY OF TRUCKEE-TAHOE
10961 STEVENS LANETRUCKEECA96161PROGRAM OPERATION$1,100
KENTUCKY HIGHLANDS MUSEUM
1620 WINCHESTER AVEASHLANDKY41101GENERAL PROGRAM OPERATION$2,500
LEXINGTON THEOLOGICAL SEMINARY
631 SOUTH LIMESTONELEXINGTONKY40508GENERAL SEMINARY PROGRAM$25,000
RIVER CITIES HARVEST
2516 CARTER AVEASHLANDKY41101COMMUNITY FEED THE HUNGRY PROGRAM$5,500
SAFE HARBOR
P O BOX 2163ASHLANDKY41105PROGRAM NEEDS FOR ABUSED WOMEN AND CHILDRENPROGRTAM NEEDS FOR ABUSED WOMEN AND CHILDRENPROGRAMMED NEED FOR ABUSED WOMEN AND CHILDREN$5,500
SALVATION ARMY
2212 CARTER AVEASHLANDKY41101GENERAL PROGRAM OPERATION$5,000
SHELTER OF HOPE
2800 LOUISA STCATLETTSBURGKY41129GENERAL PROGRAM OPERATION$5,000
SOUTH ASHLAND FAMILY RESOURCE CENTER
2203 29TH STASHLANDKY41102UNIVERSITY OPERATIONS$5,000
SPECIAL OLYMPICS KY
105 LAKEVIEW CTFRANKFORTKY40601PROGRAM OPERATION$1,100
ST THERESA BREAD & BROTH
1041 LYONS AVESOUTH LAKE TAHOECA96150PROGRAM OPERATION$1,100
THE DRESSING ROOM
P O BOX 511ASHLANDKY41105CLOTHING NEEDS FOR LOW INCOME PEOPLE$1,100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$165,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$148,916ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion$11,705ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$160,621ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$160,621TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementINVESTMENTS GENERATE FUNDS THAT ARE USED FOR CHARITABLE PURPOSES.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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 PersonE B AND JOANNE LOWMAN IIContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13500 LOWMAN DRAddressLine1Txt
CityASHLANDCityNm
State AbbreviationKYStateAbbreviationCd
ZIP41102ZIPCd
FieldValueIRS element (for citing)
Total Contributions$441,953TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyMARKETABLE SECURITIES TRANSFERED FROM BROKER ACCOUNTNoncashPropertyDesc
Fair Market Value$441,953FairMarketValueAmt
Received2022-11-16ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCT FEESCategoryTxt
Amt$26,827Amt
Net Investment Income$26,827NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$2,539,416EOYBookValueAmt
EOYFMV$4,228,743EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescEXCISE TAX ESTIMATE PAYMENTDesc
BOY Book Value$6,503BOYBookValueAmt
EOY Book Value$4,873EOYBookValueAmt
EOYFMV$4,873EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSESDesc
Amt$286,479Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX 21$4,873$4,873$0
FOREIGN TAX$287$287$287

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