2015-04-15T10:07:15-07:00 2014-09-30 Newton Newton Downs & Blair PC 6750 West Loop S Ste 600 Bellaire TX 774014116 990PF 2013-10-01 205509324 Mike and Leslie Lowrey Foundation MIKE 9792973157 206 Teakwood St Lake Jackson TX 77566 Leslie A Lowrey President 2015-04-14 true W Edgar Blair P00295364 7136661040 2013 2016-02-25 16:41:14Z X 6164388 X 7025 X 314 21 138899 138899 310074 1582874 310074 456312 448994 5970 5970 2533 2533 31083 31083 39586 39586 0 300000 300000 339586 39586 300000 116726 409408 8792 7315 7315 152592 125150 125150 107040 4966998 5220117 6030304 1848 1619 1619 5237270 5354201 6164388 0 X 5237270 5354201 5237270 5354201 5237270 5354201 5237270 116726 205 5354201 5354201 13,812.155 Pimco Total Return Fund Class R P 2000-01-01 2013-11-06 150000 149881 119 119 18,854.507 T Rowe Price Tax Free Short Term Inter P 2000-01-01 2013-11-06 106493 107306 -813 -813 T Rowe Price Tax Free Short Term Inter P 2013-10-01 2013-11-06 4 -4 -4 3,570.578 Amana Mutual Fund Tr Inc P 2000-01-01 2014-02-10 150000 95248 54752 54752 5,313.496 Blackrock US Opport CL A P 2000-01-01 2014-02-10 200000 155539 44461 44461 6,140.351 Perkins Mid Cap Value Fund CL T P 2000-01-01 2014-02-10 140000 113055 26945 26945 13,812.155 Pimco Total Return Fund Class R P 2000-01-01 2014-02-10 150000 149841 159 159 12,259.227 Pimco Total Return Fund Class R P 2000-01-01 2014-05-05 133013 132998 15 15 Pimco Total Return Fund Class R P 2013-10-01 2014-05-05 216 -216 -216 Pimco Total Return Fund Class R P 2000-01-01 2014-05-05 943 -943 -943 2,349.762 T Rowe PRice Latin America Fund P 2000-01-01 2014-05-05 73917 109958 -36041 -36041 T Rowe PRice Latin America Fund P 2013-10-01 2014-05-05 431 -431 -431 1,997.603 AMG Yacktman Fund P 2000-01-01 2014-09-25 49970 45326 4644 4644 1,090.988 Amana Mutual Fund Tr Inc P 2000-01-01 2014-09-25 50000 29292 20708 20708 4,960.317 Fidelity Capital & Income P 2000-01-01 2014-09-25 50000 48915 1085 1085 1,299.714 T Rowe Price Mid Cap Growth P 2000-01-01 2014-09-25 99970 84369 15601 15601 3,048.780 Weitz Partners III Op Fund Instl P 2013-10-01 2014-09-25 49970 49478 492 492 Capital Gain Dividends 179541 310074 -159 true 8188 8188 8188 6300 4000 10300 2112 2112 false false false false false false false false true true TX true false false false false true N/A Leslie A Lowrey 9792973157 206 Teakwood St Lake Jackson TX 775663214 false false false false false false false false false false false false false false false false false false false false false false false false false false James M Lowrey 206 Teakwood St Lake Jackson TX 775663214 Past Pres 1.00 0 Leslie A Lowrey 206 Teakwood St Lake Jackson TX 775663214 Pres & Treas 0.00 0 Jennifer Michele Wehrly 317 Timbercreek Dr Lake Jackson TX 77566 VP & Secy 0.00 0 James F Brown Jr 221 Dewberry Dr Lake Jackson TX 77566 Director 0.00 0 NONE NONE 6161317 139834 0 6301151 0 6301151 94517 6206634 310332 310332 8188 2533 10721 299611 299611 299611 300000 300000 300000 299611 272091 300000 272091 0 27909 271702 James M Lowrey X Community Foundation of Brazoria Co 104 W Myrtle St Angleton TX 77515 None N/A To help the local community oundation carry out its nonprofit purpose. 300000 300000 14 314 14 138899 18 310074 449287 449287 false false false false false false false false false false Accounting/Tax Prep fees 5970 5970 0 0 Organization Costs 2006-11-01 3432 1584 15.0000 229 1813 Amana Mutual Trust Fund Income AT COST 95713 157214 Blackrock US Opport. CL A AT COST 76873 89874 FPA Cresent Instl AT COST 491386 690499 Fairholme Fund AT COST 215652 273343 First Eagle Overseas Class A AT COST 318104 383870 Perkins Mid Cap Value Fund Class T AT COST 92428 112787 Columbia Seligman Com & Info CL A AT COST 165834 237952 Keeley Small Cap Value Class A AT COST 10987 21943 Matthews India Fund AT COST 93189 119406 Mutual Series Global Discovery Class A AT COST Oppenheimer Dev Markets FD Class A AT COST 156354 238994 Pimco Total Return Fund Class R AT COST T Rowe Price Latin America Fund AT COST Templeton Global Bond Class A AT COST 647129 656295 Vanguard Inflation Protected SECS AT COST 135689 142984 Fidelity Capital & Income AT COST 325039 330220 T Rowe Price Mid Cap Growth AT COST 229977 269465 Royce Low Priced Stock Fd-Serv CL AT COST 42070 37589 Invesco Balanced Risk Alloc CL A AT COST 230837 233822 Oakmark International Class 1 AT COST 219307 222372 John Hancock Alter Asset Alloc Fund A AT COST 155677 160257 Yacktman Fund Service Class AT COST Oppenheimer Senior Floating Rate Cl A AT COST 257926 254242 AMG Yacktman Fund AT COST 266317 291547 Delaware Value Fund AT COST 259868 292343 Franklin Inc Adv Class AT COST 288788 291531 Franklin Mutual Glbl Disc CL A AT COST 291099 367301 Weitz Partners III Op Fund AT COST 153874 154454 Net Intangible Assets 1848 1619 1619 Amortization 229 229 Fidelity account charges 30504 30504 TGB #5707 Bank Charges 350 350 Form 990 - 2012 YE 9/30/13 Ext 7544 7544 Form 990 - IRS Tax Refund for 2011 #1 4674 -4674 Form 990 - IRS Tax Refund for 2011 #2 337 -337