2022-11-08T11:30:46-06:00 2021-12-31 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990PF 2021-01-01 382679673 The Edward Lowe Foundation EDWA 2694454200 58220 Decatur Road Cassopolis MI 49031 Don Bauters Treasurer 2022-11-08 true Donald Bauters 999009999 Jennifer Burke P01342224 3128997000 2021 2022-09-23 18:48:47Z X 139490354 X 0 X 0 0 0 2447359 2447359 2447359 59370 59370 59370 59370 10862780 34109422 10862780 139538 0 0 0 979651 0 979651 14349160 13369509 3625918 556448 90000 0 471770 2637086 30155 416241 2151834 1041562 10993 151411 879977 84574 0 0 86159 39900 0 0 37480 1051025 377331 385089 292837 215213 27165 0 111650 439426 0 0 27094 0 0 27094 27054 16 10892 16217 1911 0 0 1911 706060 22649 24101 663162 6827353 558309 987734 4740091 22456 22456 6849809 558309 987734 4762547 7499351 12811200 2638184 7277599 10925185 10925185 116494 162666 116494 116494 0 0 0 0 0 0 0 0 0 0 64834 61552 61552 0 0 0 78204660 82542207 82542207 30792948 31297837 31297837 0 0 0 0 4914037 5273430 5273430 16585193 7311544 9362913 9273649 9273649 68950 0 0 130848607 139490354 139490354 754488 561529 0 0 0 0 428319 454128 1182807 1015657 X 129665800 138474697 129665800 138474697 130848607 139490354 129665800 7499351 1328006 138493157 18460 138474697 P 0 0 0 P 0 0 0 P 0 0 0 P 0 0 0 CIBC P 2021-01-01 2021-12-31 6572240 6426265 145975 0 145975 CIBC P 27194069 16809499 10384570 0 10384570 NORTHERN MANAGED P 19 19 0 19 DAG VENTURES P 2021-01-01 2021-12-31 0 4 -4 0 -4 DAG VENTURES P 342482 342482 0 342482 A G REALTY P 2021-01-01 2021-12-31 0 6433 -6433 0 -6433 A G REALTY P 0 4441 -4441 0 -4441 QVT OVERSEAS P 612 612 0 612 10862780 139538 178076 178076 178076 170462 57349 227811 49735 49735 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 DONALD R BAUTERS 58220 Decatur Road Cassopolis MI 49031 SECRETARY & TREASURER 40.000 168299 40771 0 DANIEL J WYANT 58220 Decatur Road Cassopolis MI 49031 CHAIRMAN OF THE BOARD 40.000 233999 29362 0 JOHN PYCIK 58220 Decatur Road Cassopolis MI 49031 TRUSTEE 3.000 30000 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 31000 0 1225 PETER PAIRITZ 58220 Decatur Road Cassopolis MI 49031 TRUSTEE 3.000 31000 0 0 DARLENE LOWE 58220 Decatur Road Cassopolis MI 49031 CHAIRMAN EMERITUS 3.000 31522 1417 0 COLLEEN KILLEN-ROBERTS 58220 Decatur Road Cassopolis MI 49031 V.P. OF EPREN 40.000 158696 30710 0 KATHY BROWNING 58220 Decatur Road Cassopolis MI 49031 DIRECTOR ADMIN. 40.000 123912 35391 0 MIKE MCCUISTION 58220 Decatur Road Cassopolis MI 49031 V.P. PHYS RESOURCES 40.000 172460 36373 0 PAUL BATESON 58220 Decatur Road Cassopolis MI 49031 GM OF EXT RELATIONS 40.000 130734 27285 0 CHRIS RYBACK 58220 Decatur Road Cassopolis MI 49031 DIRECTOR OF IT 40.000 103859 29906 0 17 CIBC PRIVATE WEALTH MANAGEMENT 181 W Madison St CHICAGO IL 60602 INVESTING 264928 JACK PYCIK 58220 Decatur Rd Cassopolis IN 49031 INVESTING 112320 NEW MEDIA MINDS 2526 S Zenobia St Denver CO 80219 CONSULTING 85348 PERKINS COIE PO Box 24643 SEATTLE WA 98124 LEGAL 84574 CEO NEXUS LLC PO BOX 3660 WINTER PARK FL 32790 CONSULTING 84245 2 Educational Activities - See Supplemental Information 2234157 CONSERVATION & PRESERVATION ACTIVITIES - See Supplemental Information 1552547 INFORMATION & TECHNOLOGY SERVICES - See Supplemental Information 1288181 NONE 0 0 117218597 9101392 178046 126498035 0 126498035 1897471 124600564 6230028 X 4762547 0 350163 0 5112710 X 2638184 1794637 2408780 2160844 9002445 2242456 1525441 2047463 1836717 7652078 5112710 5057592 4912695 4765342 19848339 22456 92250 12467 62565 189738 5090254 4965342 4900228 4702777 19658601 4153352 3636003 3733935 3679378 15202667 X MICHIGAN CELEBRATES SMALL BUSINESS 120 N WASHINGTON SQ SUITE 1000 LANSING MI 48933 NONE PC GENERAL SUPPORT 10000 HELPING HANDS OF CASS COUNTY PO BOX 221 CASSOPOLIS MI 49031 NONE PC GENERAL SUPPORT 1000 UNITED WAY OF SW MICHIGAN 2015 LAEKVIEW AVE ST JOSEPH MI 49085 NONE PC GENERAL SUPPORT 1000 JUNIOR ACHIEVEMENT OF BERRIEN & CASS COUNTY P O BOX 765 ST JOSEPH MI 49085 NONE PC GENERAL SUPPORT 1000 CASS COUNTY FAIR ASSOCIATION PO BOX 56 CASSOPOLIS MI 49031 NONE PC GENERAL SUPPORT 916 MISCELLANEOUS - 500 AND UNDER AVAILABLE UPON REQUEST SOUTHWEST MI 49031 NONE PC GENERAL SUPPORT 8540 22456 0 INFORMATION SERVICES 818725 EDUCATIONAL ACTIVITIES 160926 14 2447359 16 59370 18 10862780 0 13369509 979651 14349160 1a INCOME RECEIVED FROM SIG (SYSTEM FOR INTEGRATED GROWTH) AND ECONOMIC GARDENING 1b PROGRAM SERVICE REVENUE FOR PROVIDING FACILITIES AND INFORMATION FOR THE CONDUCT OF EXEMPT ACTIVITIES true false false false false false false true false 1a(1) 500 SMALL BUSINESS ASSOCIATION OF MICHIGAN CONTRIBUTION 1b(6) 389 SMALL BUSINESS ASSOCIATION OF MICHIGAN MEMBERSHIP DUES 1b(6) 511 AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS MEMBERSHIP DUES 1b(6) 420 INDIANA CPA SOCIETY MEMBERSHIP DUES false CROWE 39900 37480 NONE 439426 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 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. LINE 3 AND 4 Form 990-PF, Part VI, Section B Line 1a3 DARLENE LOWE, DAN WYANT, AND DOUGLAS WYANT ARE DISQUALIFIED PERSONS WITH RESPECT TO THE FOUNDATION. DARLENE LOWE RECEIVED COMPENSATION IN HER ROLE AS CHAIRMAN OF THE BOARD AND CEO AND DAN WYANT AS VICE CHAIRMAN. 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. 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