2021-11-12T00:01:16-06:00 2020-12-31 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990PF 2020-01-01 382679673 The Edward Lowe Foundation EDWA 2694454200 58220 Decatur Road Cassopolis MI 49031 Donald R Bauters Treasurer 2021-11-12 true Donald R Bauters 999009999 Jennifer Burke P01342224 3128997000 2020 2022-09-23 18:48:47Z X 130848607 X 0 X 273 273 273 1583482 1583482 1689471 80620 80620 80620 80620 3029079 24502769 3029079 0 0 0 0 1190281 0 912943 5883735 4693454 2683307 673687 90000 606609 2525903 40225 361885 2041445 805663 13064 105382 683649 86885 0 0 93196 40080 0 0 43000 958691 326005 354162 275276 302623 8041 27291 261643 426626 0 0 26396 0 0 26396 12245 90 4333 8129 1414 0 0 1414 609664 39180 35617 558330 6469877 516605 888670 4599087 92250 92250 6562127 516605 888670 4691337 -678392 4176849 1794637 7626929 7277599 7277599 162666 64030 162666 162666 0 0 0 0 0 0 0 0 0 0 62910 64834 64834 0 0 0 66025247 78204660 78204660 32817277 30792948 30792948 0 0 0 0 8024439 4914037 4914037 16379802 7016889 9423283 9362913 9362913 78500 68950 68950 124122615 130848607 130848607 796036 754488 0 0 0 0 324821 428319 1120857 1182807 X 123001758 129665800 123001758 129665800 124122615 130848607 123001758 -678392 7445932 129769298 103498 129665800 P 0 0 0 P 0 0 0 P 0 0 0 P 0 0 0 CIBC P 2020-01-01 2020-12-31 1772789 0 2019031 -246242 0 -246242 CIBC P 22625042 0 19453909 3171133 0 3171133 NORTHERN MANAGED P 2756 0 2756 0 2756 DAG VENTURES P 2020-01-01 2020-12-31 0 0 292 -292 0 -292 DAG VENTURES P 6718 0 0 6718 0 6718 SILVER CREEK P 676 0 0 676 0 676 A G REALTY P 2020-01-01 2020-12-31 0 0 458 -458 0 -458 A G REALTY P 88656 0 0 88656 0 88656 PERRY P 2596 0 0 2596 0 2596 QVT OVERSEAS P 3536 0 0 3536 0 3536 3029079 -246992 58058 58058 58058 128520 128520 70462 70462 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 166522 36232 0 DANIEL J WYANT 58220 Decatur Road Cassopolis MI 49031 VICE CHAIRMAN OF THE BOARD 40.000 206597 6728 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 0 PETER PAIRITZ 58220 Decatur Road Cassopolis MI 49031 TRUSTEE 3.000 31000 0 0 DARLENE LOWE 58220 Decatur Road Cassopolis MI 49031 CHAIRMAN OF BOARD, CEO 40.000 166763 22550 0 COLLEEN KILLEN-ROBERTS 58220 Decatur Road Cassopolis MI 49031 VP OF Epren 40.000 155705 0 KATHY BROWNING 58220 Decatur Road Cassopolis MI 49031 DIRECTOR ADMIN 40.000 125086 0 MIKE MCCUISTION 58220 Decatur Road Cassopolis MI 49031 VP PHYS RESOURCES 40.000 167894 0 PAUL BATESON 58220 Decatur Road Cassopolis MI 49031 GM OF EXT RELATIONS 40.000 124678 0 CHRIS RYBACK 58220 Decatur Road Cassopolis MI 49031 AD OF Epren 40.000 0 0 15 CIBC PRIVATE WEALTH MANAGEMENT 181 W Madison St CHICAGO IL 60602 INVESTING 229078 JACK PYCIK 58220 Decatur Rd Cassopolis IN 49031 INVESTING 96867 PERKINS COIE PO Box 24643 SEATTLE WA 98124 LEGAL 86885 NEW MEDIA MINDS 2526 S Zenobia St Denver CO 80219 CONSULTING 81755 UPRIVERGIS LLC 1970 Bridgewood Drive ORANGE PARK FL 32065 CONSULTING 80977 2 Educational Activities - See Supplemental Information 2036321 CONSERVATION & PRESERVATION ACTIVITIES - See Supplemental Information 1429193 INFORMATION & TECHNOLOGY SERVICES - See Supplemental Information 1340217 NONE 0 0 102992476 7452264 296450 110741190 0 110741190 1661118 109080072 5454004 X 4691337 0 366255 0 5057592 5057592 X 1794637 2408780 2160844 1997882 8362143 1525441 2047463 1836717 1698200 7107822 5057592 4912695 4765342 4678984 19414613 92250 12467 62565 22679 189961 4965342 4900228 4702777 4656305 19224652 3636003 3733935 3679378 3552124 14601440 X KINEXUS GROUP 330 W MAIN STREET BENTON HARBOR MI 49022 NONE PC GENERAL SUPPORT 70000 UNIVERSITY OF CENTRAL FLORIDA RESEARCH FOUNDATION INC 4365 ANDROMEDA LOOP ORLANDO FL 32816 NONE SO I GENERAL SUPPORT 10000 HELPING HANDS OF CASS COUNTY PO BOX 221 CASSOPOLIS MI 49031 NONE PC GENERAL SUPPORT 1500 ACTION MINISTRIES 301 MAIN STREET DOWAGIAC MI 49047 NONE PC GENERAL SUPPORT 1100 EDWARDSBURG FOOD PANTRY 24832 US HIGHWAY 12 EDWARDSBURG MI 49112 NONE PC GENERAL SUPPORT 1100 MARCELLUS COMMUNITY FOOD PANTRY 175 S CENTRE ST MARCELLUS MI 49067 NONE PC GENERAL SUPPORT 1100 SALVATIUOIN ARMY OF NILES PO BOX 996 NILES MI 49120 NONE PC GENERAL SUPPORT 800 MISCELLANEOUS 500 AND UNDER AVAILABLE UPON REQUEST SOUTHWEST MI 49031 NONE PC GENERAL SUPPORT 6650 92250 0 INFORMATION SERVICES 720985 EDUCATIONAL ACTIVITIES 147646 14 273 14 1583482 16 80620 18 3029079 PARTNERSHIP INCOME TAXED ON 990T 531390 105989 EMPLOYEE RETENTION CREDIT INCOME 1 171349 RETURN OF FUNDS - MSU 1 44312 1 105989 4909115 868631 5883735 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 false false false false false false false true false 1b(6) 389 Small Business Association of Michigan Membership dues 1b(6) 760 American Institute of Certified Public Accountants Membership dues 1b(6) 435 Indiana CPA Society Membership dues false CROWE 40080 0 0 43000 NONE 426626 FORM 990PF, LINE 23 - 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 PART VII - B, LINE 1A (3) & (4) Form 990-PF, Part VII, Section B Line1 a 3 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. LINE 1 SUMMARY OF DIRECT CHARITABLE ACTIVITIES Form 990-PF, Part IX-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 3 SUMMARY OF DIRECT CHARITABLE ACTIVITIES Form 990-PF, Part IX-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 2 SUMMARY OF DIRECT CHARITABLE ACTIVITIES Form 990-PF, Part IX-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. 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