LOWMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LOWMAN FAMILY FOUNDATION INC (EIN 20-2006281)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201833189349102148
- Schema version
- 2017v2.3
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T14:31:04-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611223180 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIFFITH DELANEY HILLMAN & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1360 | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 411051360 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202006281 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOWMAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOWM | BusinessNameControlTxt |
| Phone | 6063290797 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1699 | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 411051699 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E B LOWMAN II | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6063290797 | PhoneNum |
| Signature | 2018-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J MICHAEL DELANEY | PreparerPersonNm |
| PTIN | P00179132 | PTIN |
| Phone | 6063291656 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.155.168.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-30 | IPDt |
| IP Tm | 11:12:10 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 259F492366B5EA1AF4681B777CB11F40E90C81C3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259F492366B5EA1AF4681B777CB11F40E90C81C3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,134,101 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $109,078 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $122,701 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $122,701 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,520 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $178,724 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,520 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $238,299 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $129,221 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,373 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,373 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,251 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,373 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,373 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,251 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $134,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $134,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $140,373 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,373 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135,251 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $97,926 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $122,848 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $334,743 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $150,731 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $150,731 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,485,369 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,733,316 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,976,356 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $4,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,014 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,014 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,824,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,891,061 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,134,101 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,824,112 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,891,061 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,824,112 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,891,061 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,824,112 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,891,061 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,824,112 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $97,926 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,922,038 | SubtotalAmt |
| Other Decreases | $30,977 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,891,061 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SALES OF SECURITIES | P | 2016-04-25 | 2017-03-01 | $178,671 | $150,389 | $28,282 | $28,282 |
| SALES OF SECURITIES | P | 2015-03-05 | 2017-09-15 | $53 | $21,815 | -$21,762 | -$21,762 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,520 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $133,878 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,728,761 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049062 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $132,629 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,719,516 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048769 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $114,030 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,764,225 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041252 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $65,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,402,237 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.027266 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,974,720 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.022788 | DistributionYr5Rt |
| Total Distribution | 0.189137 | TotalDistributionRt |
| Average Distribution | 0.037827 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,017,753 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $114,153 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,228 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $115,381 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $135,251 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,228 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,228 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,228 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,014 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,014 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,786 | OverpaymentAmt |
| Applied To ES Tax | $9,786 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | COMPANY OFFICERS | IndividualWithBooksNm |
| Phone | 6063290797 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1699 | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 411051699 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| E B LOWMAN II | ||||||||
| P O BOX 1699 | ASHLAND | KY | 41105 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JO ANNE LOWMAN | ||||||||
| P O BOX 1699 | ASHLAND | KY | 41105 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| SARAH LOWMAN | ||||||||
| P O BOX 1699 | ASHLAND | KY | 41105 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| E B LOWMAN III | ||||||||
| P O BOX 1699 | ASHLAND | KY | 41105 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| KIM LOWMAN | ||||||||
| P O BOX 1699 | ASHLAND | KY | 41105 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,771,836 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $291,873 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,063,709 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,063,709 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,956 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,017,753 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $150,888 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $150,888 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,228 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,228 | TotalTaxAmt |
| Distributable Before Adj | $149,660 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $149,660 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $149,660 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135,251 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $135,251 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,228 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $134,023 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $149,660 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $134,910 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $135,251 | QualifyingDistributionsAmt |
| Applied To Year1 | $134,910 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $341 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $149,319 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | E B LOWMAN II | ContributingManagerNm |
| Contributing Manager | JO ANNE LOWMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CHRISTMOUNT CHRISTIAN ASSEMBLY | |||||
| 222 FERN WAY | BLACKMOUNTAIN | NC | 28711 | GENERAL OPERATION FAMILY SERVICES | $1,000 |
| CASA OF NORTHEAST KY | |||||
| 2800 LOUISA ST | CATLETTSBURG | KY | 41129 | PROGRAM NEEDS FOR CHILDREN IN COURT SYSTEM | $5,000 |
| AMY FOR AFRICA - UNITY BAPTIST CHURCH | |||||
| 2320 29TH ST | ASHLAND | KY | 41101 | PROGRAM NEEDS FOR CHILDREN IN AFRICA | $5,000 |
| ASHLAND AREA YMCA | |||||
| 3232 OLD13TH ST | ASHLAND | KY | 41101 | GENERAL OPERATION FAMILY SERVICES | $2,000 |
| ASHLAND COMMUNITY KITCHEN | |||||
| 2516 CARTER AVE | ASHLAND | KY | 41101 | COMMUNITY FEED THE HUNGRY PROGRAM | $5,000 |
| CARES | |||||
| 2516 CARTER AVE | ASHLAND | KY | 41101 | SERVICES FOR NEEDY | $5,000 |
| SHELTER OF HOPE | |||||
| 2800 LOUISA ST | CATLETTSBURG | KY | 41129 | GENERAL PROGRAM OPERATION | $5,000 |
| FIRST CHRISTIAN CHURCH | |||||
| 1930 WINCHESTER AVE | ASHLAND | KY | 41101 | GENERAL PROGRAM OPERATION | $71,000 |
| LEXINGTON THEOLOGICAL SEMINARY | |||||
| 631 SOUTH LIMESTONE | LEXINGTON | KY | 40508 | GENERAL SEMINARY PROGRAM | $24,000 |
| RIVER CITIES HARVEST | |||||
| 2516 CARTER AVE | ASHLAND | KY | 41101 | COMMUNITY FEED THE HUNGRY PROGRAMCOMMUNITY FEED THE HUNGRY PROGRAM | $5,000 |
| SAFE HARBOR | |||||
| P O BOX 2163 | ASHLAND | KY | 41105 | PROGRAM NEEDS FOR ABUSED WOMEN AND CHILDRENPROGRTAM NEEDS FOR ABUSED WOMEN AND CHILDRENPROGRAMMED NEED FOR ABUSED WOMEN AND CHILDREN | $5,000 |
| SALVATION ARMY | |||||
| 2212 CARTER AVE | ASHLAND | KY | 41101 | GENERAL PROGRAM OPERATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $134,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,701 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,520 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $129,221 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $129,221 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EB AND JOANNE LOWMAN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 LOWMAN DR | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $109,078 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $109,078 | FairMarketValueAmt |
| Received | 2017-12-14 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $2,733,316 | EOYBookValueAmt |
| EOYFMV | $2,976,356 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX ESTIMATE PAYMENT | Desc |
| BOY Book Value | $4,000 | BOYBookValueAmt |
| EOY Book Value | $7,014 | EOYBookValueAmt |
| EOYFMV | $7,014 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $30,977 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $5,122 | $5,122 | $0 |
| FOREIGN TAX | $1,251 | $1,251 | $1,251 |