2020-11-13T06:34:33-06:00 2019-12-31 271957427 PATHSTONE FAMILY OFFICE PO BOX 52047 ATLANTA GA 30355 990PF 2019-01-01 631139499 THE J K LOWDER FAMILY FOUNDATION JKLO 3342706520 5251 HAMPSTEAD HIGH STREET NO 205 MONTGOMERY AL 36116 JAMES K LOWDER PRESIDENT 3342706520 2020-11-12 1 JOE DIXON P01559114 4045920180 52.167.8.111 2020-11-12 06:36:24 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2019 2021-04-22 16:20:28Z X 16731863 X 0 X 63002 1697 380428 317346 52273 4028972 52273 23148 23148 518851 394464 55000 5500 49500 12059 1206 10853 96157 96157 0 10584 7633 2951 1050 105 945 20572 272 2450 195422 110873 66699 805200 804715 1000622 110873 871414 -481771 283591 9173 10265 10265 408709 172510 172510 1629455 0 1186402 1629455 1629455 12157363 14503206 14503206 6856 1856 5000 5000 5000 752701 411427 411427 14519348 16731863 16731863 0 0 X 14519348 16731863 14519348 16731863 14519348 16731863 14519348 -481771 2694286 16731863 0 16731863 PUBLICLY TRADED SECURITIES P 3781773 3741419 40354 40354 FINAL DISPOSITION OF METACAPITAL RISING RATES FUND LTD P 2014-12-31 2019-05-08 210726 235280 -24554 -24554 CAPITAL GAINS DIVIDENDS P 36473 36473 36473 52273 0 845026 15716241 0.053768 871509 16667482 0.052288 833092 15886178 0.052441 833135 17005856 0.048991 886312 18018195 0.049190 0.256678 0.051336 15688119 805365 2836 808201 871414 X 2836 0 2836 0 2836 15254 0 0 15254 X 0 12418 12418 0 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 WWW.JKLOWDERFAMILYFOUNDATION.COM BRYAN TUCKER-THE COLONIAL CO 3342706633 5251 HAMPSTEAD HIGH STREET UNIT 205 MONTGOMERY AL 36116 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES K LOWDER 5251 HAMPSTEAD HIGH ST UNIT 205 MONTGOMERY AL 36116 PRESIDENT 1.00 0 0 0 MARGARET B LOWDER 5251 HAMPSTEAD HIGH ST UNIT 205 MONTGOMERY AL 36116 VICE PRESIDENT 1.00 0 0 0 EMILY L WOOTTEN 5251 HAMPSTEAD HIGH ST UNIT 205 MONTGOMERY AL 36116 EXECUTIVE DIRECTOR 20.00 55000 12059 0 JOSHUA K LOWDER 5251 HAMPSTEAD HIGH ST UNIT 205 MONTGOMERY AL 36116 DIRECTOR 0.00 0 0 0 ANNA C LOWDER 5251 HAMPSTEAD HIGH ST UNIT 205 MONTGOMERY AL 36116 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 14057838 286882 1582304 15927024 0 0 15927024 238905 15688119 784406 784406 2836 2836 781570 0 781570 0 781570 871414 0 871414 2836 868578 781570 0 0 2008 50011 56541 72890 181450 871414 0 0 0 781570 89844 0 0 271294 0 0 0 0 0 0 2008 269286 50011 56541 72890 89844 JAMES K LOWDER X ALABAMA DANCE THEATRE PO BOX 11327 MONTGOMERY AL 36111 NONE PUBLIC DANCE EDUCATION OUTREACH PROGRAM 5000 ALABAMA INSTITUTE FOR EDUCATION IN THE ARTS (AIEA) 1 FESTIVAL DRIVE MONTGOMERY AL 36117 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 3500 ALABAMA SCHOOL READINESS ALLIANCE PO BOX 4433 MONTGOMERY AL 36103 NONE PUBLIC COMMUNITY SUPPORT 6000 ALABAMA SHAKESPEARE FESTIVAL (BOARD COMPAIGN) 1 FESTIVAL DRIVE MONTGOMERY AL 36117 NONE PUBLIC SUPPORT FOR PERFORMING ARTS 125000 ALABAMA SHAKESPEARE FESTIVAL (GALA) 1 FESTIVAL DRIVE MONTGOMERY AL 36117 NONE PUBLIC SUPPORT FOR PERFORMING ARTS 25000 AMERICAN CANCER SOCIETY PO BOX 94098 BIRMINHAM AL 35220 NONE PUBLIC CANCER RESEARCH 1500 AMERICAN RED CROSS 431 19TH STREET NW WASHINGTON DC 20006 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 3000 AUBURN COLLEGE OF BUSINESS 317 SOUTH COLLEGE ST AUBURN AL 36849 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 50000 AUBURN UNIVERSITY FOUNDATION PO BOX 244023 MONTGOMERY AL 36124 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 25000 CANCER WELLNESS FOUNDATION OF CENTRAL ALABAMA 4145 CARMICHAEL RD MONTGOMERY AL 36106 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 1000 CAPRI COMMUNITY FILM SOCIETY INC 1045 EAST FAIRVIEW AVENUE MONTGOMERY AL 36106 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 15000 CENTRAL ALABAMA COMMUNITY FOUNDATION 114 CHURCH STREET MONTGOMERY AL 36104 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 1000 CENTRAL ALABMA CRIME STOPPERS 507 CLOVERDALE ROAD MONTGOMERY AL 36106 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 1000 CHAIRS FOR CHILDREN - CHILD PROTECT INC 935 SOUTH PERRY STREET MONTGOMERY AL 36104 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 1000 CLOVERDALE PLAYHOUSE 960 CLOVERDALE ROAD MONTGOMERY AL 36106 NONE PUBLIC CAPITAL CAMPAIGN CONTRIBUTION 15000 COMMON GROUND MONTGOMERY PO BOX 1866 MONTGOMERY AL 36102 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 1000 CYSTIC FIBROSIS FOUNDATION 4550 MONTGOMERY AVE SUITE 1100N BETHESDAY MD 20814 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 500 DRUIDS CHARITY CLUB 2465 GUNSTER ROAD MONTGOMERY AL 36111 NONE PUBLIC COMMUNITY SUPPORT 500 FGC - FAMILIES OF THE YEAR 2358 FAIRLANE DRIVE MONTGOMERY AL 36116 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 1000 FAMILY SUNSHINE CENTER PO BOX 5160 MONTGOMERY AL 36103 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 20000 FELLOWSHIP OF CHRISTIAN ATHLETES 8701 LEEDS ROAD KANSAS CITY MO 64129 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 10000 FOREST AVENUE ACADEMIC MAGNET 1700 WEST FIFTH ST MONTGOMERY AL 36106 NONE PUBLIC COMMUNITY SUPPORT 415 FRAZIER MEMORIAL UMC-JOHN ED MATHISON MINISTRIES 4131 CARMICHAEL RD MONTGOMERY AL 36106 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 25000 HOSPICE OF MONTGOMERY 1111 HOLLOWAY PARK MONTGOMERY AL 36117 NONE PUBLIC HOSPICE FUND RAISING 1000 JACKSON HOSPITAL FOUNDATION INC 1725 PINE ST MONTGOMERY AL 36106 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 3000 JOY TO LIFE 2350 FAIRLANE DR SUITE 130 MONTGOMERY AL 36116 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 5000 LANDMARK FOUNDATION OF MONTGOMERY 301 COLUMBUS STREET MONTGOMERY AL 36104 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 1500 LIBERTY LEARNING FOUNDATION 3414 GOVERNORS DRIVE SW STE B HUNTSVILLE AL 35805 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 7000 MACOA 115 EAST JEFFERSON STREET MONTGOMERY AL 36104 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 2200 MARCH OF DIMES 1550 CRYSTAL DR ARLINGTON VA 22202 NONE PUBLIC COMMUNITY SUPPORT 2100 MISSION TO NORTH AMERICA 1700 NORTH BROWN RD SUITE 101 LAWRENCEVILLE GA 30043 NONE PUBLIC COMMUNITY SUPPORT 35000 MONTESSORI SCHOOL AT HAMPSTEAD 5251 HAMPSTEAD HIGH ST MONTGOMERY AL 36116 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 25000 MONTGOMERY ACADEMY 3240 VAUGHN ROAD MONTGOMERY AL 36106 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 10000 MONTGOMERY AREA FOOD BANK 521 TRADE CENTER STREET MONTGOMERY AL 36108 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 1000 MONTGOMERY BOTANICAL GARDENS AT OAK PARK PO BOX 344 MONTGOMERY AL 36101 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 5000 MONTGOMERY CHRISTIAN SCHOOL 3265 MCGEHEE ROAD MONTGOMERY AL 36111 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 5000 MONTGOMERY CITY-COUNTY PUBLIC LIBRARY PO BOX 1950 245 HIGH STREET MONTGOMERY AL 36102 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 40000 MONTGOMERY HUMANE SOCIETY 1150 JOHN OVERTON DRIVE MONTGOMERY AL 36110 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 5000 MONTGOMERY MUSEUM OF FINE ARTS PO BOX 230819 MONTGOMERY AL 36123 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 11000 MONTGOMERY SYMPHONY ASSOCIATION (ORCHESTRA) PO BOX 1864 MONTGOMERY AL 36102 NONE PUBLIC GIFT TO MSO AND THE YOUTH ORCHESTRA 10500 REFORMED THEOLOGICAL SEMINARY 1580 TERRELL MILL ROAD MARIETTA GA 30067 NONE PUBLIC COMMUNITY SUPPORT 20000 RIVER REGION UNITED WAY PO BOX 868 MONTGOMERY AL 36101 NONE PUBLIC COMMUNITY SUPPORT 50000 SAMARITAN COUNSELING CENTER 2911 ZELDA ROAD MONTGOMERY AL 36106 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 5000 SELMAMONTGOMERYTUSKEGEE TENNIS 4436 BELL CHASE MONTGOMERY AL 36116 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 5000 SERVICE DOGS OF ALABAMA 3066 ZELDA RD 313 MONTGOMERY AL 36106 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 5000 TEACH FOR AMERICA-ALABAMA 217 WASHINGTON STREET MARION AL 36756 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 5000 TRINITY PRESBYTERIAN SCHOOL 1700 EAST TRINITY BOULEVARD MONTGOMERY AL 36106 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 2500 YMCA - ANNUAL CAMPAIGN (HAMPSTEAD) 880 SOUTH LAWRENCE ST MONTGOMERY AL 36104 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 172500 YMCA HITCHCOCK AWARD PO BOX 2336 MONTGOMERY AL 36102 NONE PUBLIC COMMUNITY SUPPORT 1500 YMCA METRO PARTNERS WITH YOUTH PO BOX 2336 MONTGOMERY AL 36102 NONE PUBLIC COMMUNITY SUPPORT 5000 ALABAMA SHAKESPEARE FESTIVAL 1 FESTIVAL DRIVE MONTGOMERY AL 36117 NONE PUBLIC SUPPORT FOR PERFORMING ARTS 5000 ALABAMA COASTAL FOUNDATION 250 CONTI ST MOBILE AL 36602 NONE PUBLIC COMMUNITY SUPPORT 1000 BRIDGE BUILDERS ALABAMA 1125 E FAIRVIEW AVE MONTGOMERY AL 36104 NONE PUBLIC COMMUNITY SUPPORT 3000 CONCERNED CITIZENS ORGANIZED FOR POLICE SUPPORT 4210 LOMAC STREET MONTGOMERY AL 36106 NONE PUBLIC COMMUNITY SUPPORT 1000 FITZGERALD MUSEUM 919 FELDER AVE MONTGOMERY AL 36106 NONE PUBLIC COMMUNITY SUPPORT 2000 GIRLS ON THE RUN SERVING 801 EAST MOREHEAD STREET SUITE 201 CHARLOTTE NC 28202 NONE PUBLIC COMMUNITY SUPPORT 2500 LEUKEMIA AND LYMPHOMA SOCIETY 2859 PACES FERRY RD SE SUITE 725 ATLANTA GA 30339 NONE PUBLIC COMMUNITY SUPPORT 250 MACMOAA - MONTGOMERY AREA CHAPTER 3066 ZELDA ROAD MONTGOMERY AL 36106 NONE PUBLIC COMMUNITY SUPPORT 250 MONTGOMERY AREA ZOOLOGICAL SOCIETY PO BOX 3242 MONTGOMERY AL 36109 NONE PUBLIC COMMUNITY SUPPORT 5000 TUKABATCHEE AREA COUNCIL 3067 CARTER HILL RD MONTGOMERY AL 36111 NONE PUBLIC COMMUNITY SUPPORT 2500 CLEFWORKS INC PO BOX 242307 MONTGOMERY AL 36124 NONE PUBLIC COMMUNITY SUPPORT 5000 804715 0 14 63002 14 380428 14 23148 18 52273 0 518851 0 518851 0 0 0 0 0 0 0 0 0 0 PERSHING INVESTMENTS 14503206 14503206 DORCHESTER CAPITAL SECONDARIES OFFSHORE IV LP AT COST 311576 311576 MALCO AT COST 75751 75751 METACAPITAL RISING RATES FUND, LTD AT COST 10527 10527 THE GADSDEN CORPORATION AT COST 13573 13573 INSURANCE 844 84 760 RTL EXP - COPIER 109 11 98 POSTAGE 27 3 24 COMPUTER-INTERNET ACCESS 1692 169 1523 NONDEDUCTIBLE EXPENSES 5850 0 0 FEDERAL TAX PAYMENT 12000 0 0 OFFICE SUPPLIES 50 5 45 ORDINARY 4797 GAIN/LOSS FROM PASS-THROUGHS 0 0 0 ORDINARY INCOME FROM PASS-THROUGHS 0 0 0 OTHER EXEMPT 0 0 0 OTHER PORTFOLIO INCOME FROM PASS-THROUGHS 0 0 0 RENTAL INCOME FROM PASS-THROUGHS 23097 23097 23097 OTHER INCOME 9 9 9 OTHER PORTFOLIO INCOME 42 42 42 UNREALIZED GAIN ON SECURITIES 2694286 INVESTMENT MANAGEMENT FEES 96157 96157 0 FOREIGN TAXES 7305 7305 0 PAYROLL TAXES 3202 320 2882 PROPERTY TAXES 77 8 69