2018-11-07T08:40:36-06:00 2017-12-31 271957427 PATHSTONE FAMILY OFFICE PO BOX 52047 ATLANTA GA 30355 990PF 2017-01-01 631139499 THE J K LOWDER FAMILY FOUNDATION JKLO 3342706520 5251 HAMPSTEAD HIGH STREET NO 205 MONTGOMERY AL 36116 JAMES K LOWDER PRESIDENT 3342706520 2018-11-01 1 JOE DIXON P01559114 4045920180 173.165.165.93 2018-11-01 07:54:26 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 905C8A9A1CD7F43262E05F3C1DA1DCF19A631492 2017 2019-02-21 02:37:17Z X 17349269 X 0 X 122650 91096 317225 274829 615159 6823792 615159 115145 115145 1170179 1096229 55000 5500 49500 11144 1114 10030 101322 101322 0 422 422 0 9464 6663 2801 63995 60934 981 241347 175955 63312 822450 817400 1063797 175955 880712 106382 920274 7509 5444 5444 551812 1146036 1146036 2031182 0 1991958 2031182 2031182 9967211 11121416 11121416 6856 1856 5000 5000 5000 3941438 3040191 3040191 16464928 17349269 17349269 0 0 X 16464928 17349269 16464928 17349269 16464928 17349269 16464928 106382 777959 17349269 0 17349269 PUBLICLY TRADED SECURITIES P 6418255 5754769 663486 663486 FINAL DISPOSITION OF APOLLO CREDIT SHORT OPPORTUNITIES FUND (OFFSHORE) LTD P 351022 453864 -102842 -102842 CAPITAL GAINS DIVIDENDS P 54515 54515 54515 615159 0 833092 15886178 0.052441 833135 17005856 0.048991 886312 18018195 0.049190 861764 17524902 0.049174 800984 16769782 0.047764 0.247560 0.049512 16667482 825240 9203 834443 880712 X 9203 0 9203 0 9203 5378 14000 0 19378 X 83 10092 10092 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 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 11144 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 14483250 401870 2036182 16921302 0 0 16921302 253820 16667482 833374 833374 9203 9203 824171 0 824171 0 824171 880712 0 880712 9203 871509 824171 0 0 8763 2008 50011 60782 880712 0 0 0 824171 56541 0 0 117323 0 0 0 0 0 0 0 117323 8763 2008 50011 56541 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 SHAKESPEARE FESTIVAL (ANNAJOSH BY THE THOUSANDS) 1 FESTIVAL DRIVE MONTGOMERY AL 36117 NONE PUBLIC SUPPORT FOR PERFORMING ARTS 3000 ALABAMA SHAKESPEARE FESTIVAL (BENEFIT THE BARD) 1 FESTIVAL DRIVE MONTGOMERY AL 36117 NONE PUBLIC SUPPORT FOR PERFORMING ARTS 22000 ALABAMA SHAKESPEARE FESTIVAL (BOARD COMPAIGN) 1 FESTIVAL DRIVE MONTGOMERY AL 36117 NONE PUBLIC SUPPORT FOR PERFORMING ARTS 119000 ALABAMA WILDLIFE FEDERATION - FLORA & FAUNA (AWF) 3050 LANARK ROAD MILIBROOK AL 36054 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 1000 AMERICAN CANCER SOCIETY 250 WILLIAMS STREET NW ATLANTA GA 30303 NONE PUBLIC CANCER RESEARCH 1500 AMERICAN RED CROSS 2025 E ST NW WASHINGTON DC 20006 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 2000 AUBURN UNIVERSITY SCHOOL OF BUSINESS 317 SOUTH COLLEGE STREET AUBURN AL 36849 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 100000 AUBURN ATHLETICS (TIGERS UNLIMITED) PO BOX 351 AUBURN AL 36831 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 40000 AUBURN UNIVERSITY - MONTGOMERY HONORS PROGRAM PO BOX 244023 MONTGOMERY AL 36124 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 10000 CANCER WELLNESS FOUNDATION OF CENTRAL ALABAMA 4145 CARMICHAEL RD MONTGOMERY AL 36106 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 500 CAPRI COMMUNITY FILM SOCIETY INC 1045 EAST FAIRVIEW AVENUE MONTGOMERY AL 36106 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 20000 CENTRAL ALABAMA COMMUNITY FOUNDATION 35 SOUTH COURT STREET MONTGOMERY AL 36104 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 500 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 300 CLEFWORKS INC PO BOX 11031 MONTGOMERY AL 36111 NONE PUBLIC SUPPORT PERFORMING ARTS 5000 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 6931 ARLINGTON ROAD 2ND FL BETHESDAY MD 20814 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 1000 FGC - FAMILIES OF THE YEAR 2358 FAIRLANE DRIVE MONTGOMERY AL 36116 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 2450 FAMILY SUNSHINE CENTER PO BOX 5160 MONTGOMERY AL 36103 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 20000 FELLOWSHIP OF CHRISTIAN ATHLETES PO BOX 230685 MONTGOMERY AL 36123 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 10000 FITZGERALD MUSEUM PO BOX 64 MONTGOMERY AL 36101 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 4950 FRAZIER MEMORIAL UMC-JOHN ED MATHISON MINISTRIES 4131 CARMICHAEL RD MONTGOMERY AL 36106 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 25000 GIRLS ON THE RUN SERVING THE RIVER REGION 905 SOUTH PERRY STREET STE 1-B MONTGOMERY AL 36104 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 1000 HOSPICE OF MONTGOMERY 1111 HOLLOWAY PARK MONTGOMERY AL 36117 NONE PUBLIC HOSPICE FUND RAISING 1000 HOUSE TO HOUSE PO BOX 5142 MONTGOMERY AL 36103 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 1000 JACKSON HOSPITAL FOUNDATION INC 1725 PINE ST MONTGOMERY AL 36106 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 8000 JOY TO LIFE PO BOX 241172 MONTGOMERY AL 36124 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 1000 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 MAGIC MOMENTS 2112 11TH AVE SOUTH SUITE 219 BIRMINGHAM AL 35205 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 4000 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 AREA ZOOLOGICAL SOCIETY 2301 COLISEUM PARKWAY MONTGOMERY AL 36110 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 7500 MONTGOMERY BALLET 2101 EASTERN BLVD SUITE 223 MONTGOMERY AL 36117 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 1000 MONTGOMERY BOTANICAL GARDENS AT OAK PARK OAK PARK MONTGOMERY AL 36106 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 5000 MONTGOMERY CHRISTIAN SCHOOL 1728 SOUTH HALL STREET MONTGOMERY AL 36106 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 2500 MONTGOMERY CITY-COUNTY PUBLIC LIBRARY PO BOX 1950 245 HIGH STREET MONTGOMERY AL 36102 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 10000 MONTGOMERY COUNTY HISTORICAL SOCIETY PO BOX 1829 MONTGOMERY AL 36102 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 500 MONTGOMERY HUMANE SOCIETY 1150 JOHN OVERTON DRIVE MONTGOMERY AL 36110 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 5000 MONTGOMERY MUSEUM OF FINE ARTS ONE MUSEUM DRIVE MONTGOMERY AL 36117 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 52500 MONTGOMERY SUNRISE ROTARY CLUB PO BOX 241813 MONTGOMERY AL 36124 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 1000 MONTGOMERY SYMPHONY ASSOCIATION (ORCHESTRA) 301 N HULL STREET MONTGOMERY AL 36104 NONE PUBLIC GIFT TO MSO AND THE YOUTH ORCHESTRA 9500 MONTGOMERY ZOO - MANN WILDLIFE LEARNING MUSEUM 2301 COLISEUM PARKWAY MONTGOMERY AL 63110 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 2500 PARKINSON ASSOCIATION OF ALABAMA PO BOX 590146 BIRMINGHAM AL 35259 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 500 RIVER REGION UNITED WAY 532 SOUTH PERRY ST MONTGOMERY AL 36104 NONE PUBLIC COMMUNITY SUPPORT 50000 SAMARITAN COUNSELING CENTER 100 MISSIONARY RIDGE DR BIRMINGHAM AL 35242 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 1000 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 5000 TUKABATCHEE AREA COUNCIL PO BOX 11106 MONTGOMERY AL 36111 NONE PUBLIC BOY SCOUT OF AMERICA FUND RAISING 2500 VALIANT CROSS ACADEMY 301 DEXTER AVENUE MONTGOMERY AL 36104 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 50000 YMCA - ANNUAL CAMPAIGN (HAMPSTEAD) 880 SOUTH LAWRENCE ST MONTGOMERY AL 36104 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 100000 YMCA HITCHCOCK AWARD 761 S PERRY STREET MONTGOMERY AL 36104 NONE PUBLIC COMMUNITY SUPPORT 1500 YMCA METRO PARTNERS WITH YOUTH 761 S PERRY STREET MONTGOMERY AL 36104 NONE PUBLIC COMMUNITY SUPPORT 5000 ALABAMA WILDLIFE FEDERATION - NATURE PLEX 3050 LANARK ROAD MILIBROOK AL 36054 NONE PUBLIC FUNDING FOR GENERAL PROGRAM EXPENDITURES 10000 817400 0 14 122650 14 317225 14 115145 18 615159 0 1170179 0 1170179 0 0 0 0 0 0 0 0 0 0 PERSHING INVESTMENTS 11121416 11121416 CMS STRUCTURED PRODUCTS FUND AT COST 7947 7947 DORCHESTER AT COST 1016143 1016143 DORCHESTER CAPITAL SECONDARIES OFFSHORE IV LP AT COST 139928 139928 HUTCHIN HILL CAPITAL OFFSHORE FUND, LTD AT COST 117013 117013 MALCO AT COST 78659 78659 METACAPITAL RISING RATES FUND, LTD AT COST 215257 215257 MIDOCEAN CREDIT OPPORTUNITY OFFSHORE FUND LTD AT COST 472975 472975 OAKWORTH CAPITAL - 5032 AT COST 990195 990195 THE GADSDEN CORPORATION AT COST 2074 2074 INSURANCE 844 84 760 NONDEDUCTIBLE EXPENSES 2080 0 0 OFFICE SUPPLIES 86 9 77 OTHER DEDUCTIONS FROM PASS-THROUGHS 7729 7729 0 POSTAGE 31 3 28 COMPUTER-INTERNET ACCESS 129 13 116 INVESTMENT EXPENSES FROM PASS-THROUGHS 53096 53096 0 ORDINARY 4797 GAIN/LOSS FROM PASS-THROUGHS 66457 66457 66457 ORDINARY INCOME FROM PASS-THROUGHS 24181 24181 24181 OTHER EXEMPT 0 0 0 OTHER PORTFOLIO INCOME FROM PASS-THROUGHS 0 0 0 RENTAL INCOME FROM PASS-THROUGHS 23431 23431 23431 OTHER INCOME 1076 1076 1076 UNREALIZED GAIN ON SECURITIES 777959 INVESTMENT MANAGEMENT FEES 101322 101322 0 FOREIGN TAXES 6352 6352 0 PAYROLL TAXES 3112 311 2801