THE J K LOWDER FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: THE J K LOWDER FAMILY FOUNDATION (EIN 63-1139499)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-14
IRS object ID: 201333189349100608
Schema version: 2012v2.1
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
Investments Corp Stock Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-14T08:43:12-06:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	271957427	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PATHSTONE FAMILY OFFICE	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 52047	AddressLine1
City	ATLANTA	City
State	GA	State
ZIP Code	30355	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	631139499	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE J K LOWDER FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	JKLO	NameControl
Phone	3342706520	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5251 HAMPSTEAD HIGH STREET NO 205	AddressLine1
City	MONTGOMERY	City
State	AL	State
ZIP Code	36116	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JAMES K LOWDER	Name
Title	PRESIDENT	Title
Phone	3342706520	Phone
Date Signed	2013-11-13	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JANET E MERTZ	Name
PTIN	P00294031	PTIN
Phone	4045920180	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	17177332	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	0	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	117131	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	116844	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	461163	DividendsRevAndExpnss
Dividends Net Invst Incm	461163	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	1154462	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	11036299	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	1154462	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	61290	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	61290	OtherIncomeNetInvstIncm
Total Revenue And Expenses	1794046	TotalRevenueAndExpenses
Total Net Investment Income	1793759	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	36000	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	3600	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	32400	CompOfcrDirTrstDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	7330	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm	733	PensionEmplBnftNetInvstIncm
Pension Empl Bnft Dsbrs Chrtbl Prps	6597	PensionEmplBnftDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	56341	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	56341	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Interest Rev And Expnss	16166	InterestRevAndExpnss
Interest Net Invst Incm	16166	InterestNetInvstIncm
Interest Dsbrs Chrtbl Prps	0	InterestDsbrsChrtblPrps
Taxes Rev And Expnss	7765	TaxesRevAndExpnss
Taxes Net Invst Incm	5773	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	1992	TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss	98	DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm	0	DeprecAndDepletionNetInvstIncm
Other Expenses Rev And Expnss	86757	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	85970	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	787	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	210457	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	168583	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	41776	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	775460	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	775460	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	985917	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	168583	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	817236	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	808129	ExcessOfRevenueOverExpenses
Net Investment Income	1625176	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	2218	CashBOY
Cash EOY	3800	CashEOY
Cash EOYFMV	3800	CashEOYFMV
Savings And Temp Cash Invst BOY	46295	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	3517	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	3517	SavingsAndTempCashInvstEOYFMV
Other Notes And Loans Receivable	1992040	OtherNotesAndLoansReceivable
Allwnc For Dbtfl Acct Other Rcvbl	0	AllwncForDbtflAcctOtherRcvbl
Other Notes And Loans Rcvbl BOY	1992040	OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY	1992040	OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV	1992040	OtherNotesAndLoansRcvblEOYFMV
Investments Corp Stock BOY	12285600	InvestmentsCorpStockBOY
Investments Corp Stock EOY	12997660	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	12997660	InvestmentsCorpStockEOYFMV
Investments Land Etc Basis	6856	InvestmentsLandEtcBasis
Accum Deprec Investments Land Etc	1856	AccumDeprecInvestmentsLandEtc
Investments Land Etc BOY	5000	InvestmentsLandEtcBOY
Investments Land Etc EOY	5000	InvestmentsLandEtcEOY
Investments Land Etc EOYFMV	5000	InvestmentsLandEtcEOYFMV
Investments Other BOY	2134970	InvestmentsOtherBOY
Investments Other EOY	2175315	InvestmentsOtherEOY
Investments Other EOYFMV	2175315	InvestmentsOtherEOYFMV
Total Assets BOY	16466123	TotalAssetsBOY
Total Assets EOY	17177332	TotalAssetsEOY
Total Assets EOYFMV	17177332	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	16466123	UnrestrictedBOY
Unrestricted EOY	17177332	UnrestrictedEOY
Total Net Assets BOY	16466123	TotalNetAssetsBOY
Total Net Assets EOY	17177332	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	16466123	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	17177332	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	16466123	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	808129	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	17274252	Subtotal
Other Decreases	96920	OtherDecreases
Total Net Assets Fund Balances EOY	17177332	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
PUBLICLY TRADED SECURITIES	P	10969668	9958110	1011558	1011558
CMS PRIVATE EQUITY PARTNERS XVIII	P			16093	16093
DORCHESTER	P			21752	21752
WILSHIRE DIVERSIFIED MAP FUND - CONSERVATIVE	P			10372	10372
WILSHIRE DIVERSIFIED MAP FUND - MODERATE	P			19824	19824
WILSHIRE DIVERSIFIED MAP FUND - AGGRESSIVE	P			8232	8232
CAPITAL GAINS DIVIDENDS	P	66631		66631	66631

Field	Value	IRS element (for citing)
Capital Gain Net Income	1154462	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	735670	QualifyingDistributionsYear1
Noncharitable Assets Year1	16596192	NoncharitableAssetsYear1
Distribution Ratio Year1	0.044328	DistributionRatioYear1
Qualifying Distributions Year2	779714	QualifyingDistributionsYear2
Noncharitable Assets Year2	14677267	NoncharitableAssetsYear2
Distribution Ratio Year2	0.053124	DistributionRatioYear2
Qualifying Distributions Year3	626816	QualifyingDistributionsYear3
Noncharitable Assets Year3	13173427	NoncharitableAssetsYear3
Distribution Ratio Year3	0.047582	DistributionRatioYear3
Qualifying Distributions Year4	852582	QualifyingDistributionsYear4
Noncharitable Assets Year4	16189222	NoncharitableAssetsYear4
Distribution Ratio Year4	0.052664	DistributionRatioYear4
Qualifying Distributions Year5	542487	QualifyingDistributionsYear5
Noncharitable Assets Year5	17883568	NoncharitableAssetsYear5
Distribution Ratio Year5	0.030334	DistributionRatioYear5
Total Distribution Ratio	0.228032	TotalDistributionRatio
Average Distribution Ratio	0.045606	AverageDistributionRatio
Net Noncharitable Assets	16769782	NetNoncharitableAssets
Adjusted Noncharitable Assets	764803	AdjustedNoncharitableAssets
One Percent Net Investment Income	16252	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	781055	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	817236	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	16252	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	16252	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	16252	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	2513	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	18000	TaxPaidWithExtension
Total Credits And Payments	20513	TotalCreditsAndPayments
Form2220 Attached	X	Form2220Attached
Penalty For Underpayment	284	PenaltyForUnderpayment
Overpayment	3977	Overpayment
Amount Credited To Next Year	3977	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	AL	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	WWW.JKLOWDERFAMILYFOUNDATION.COM	WebsiteAddress
Books In Care Of Person Name	BRYAN TUCKER-THE COLONIAL CO	BooksInCareOfPersonName
Books In Care Of Phone Number	3342706633	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	5251 HAMPSTEAD HIGH STREET UNIT 205	AddressLine1
City	MONTGOMERY	City
State	AL	State
ZIP Code	36116	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
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	36000	7330	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

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	14836172	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	2188987	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	17025159	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	17025159	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	255377	CashDeemedCharitable
Net Noncharitable Assets	16769782	NetNoncharitableAssets
Minimum Investment Return	838489	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	838489	MinimumInvestmentReturn
Tax Based On Investment Income	16252	TaxBasedOnInvestmentIncome
Total Tax	16252	TotalTax
Distributable Amount Before Adj	822237	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	822237	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	822237	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	817236	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	817236	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	16252	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	800984	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	822237	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year2	10887	ExcessDistriCarryoverYear2
Total Excess Distri Carryover	10887	TotalExcessDistriCarryover
Qualifying Distributions	817236	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	817236	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	5001	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	5001	ExcessDistriCyovAppliedCY
Total Corpus	5886	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	5886	ExcessDistriCyovToNextYear
Excess From Year2	5886	ExcessFromYear2

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	JAMES K LOWDER	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (51 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
AID TO INMATE MOTHERS
PO BOX 986	MONTGOMERY	AL	36101	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$1,000
ALABAMA DANCE THEATRE
PO BOX 11327	MONTGOMERY	AL	36111	NONE	PUBLIC	DANCE EDUCATION OUTREACH PROGRAM	$5,000
ALABAMA SHAKESPEARE FESTIVAL
ONE FESTIVAL DRIVE	MONTGOMERY	AL	36117	NONE	PUBLIC	SUPPORT FOR PERFORMING ARTS	$25,000
ALABAMA SHAKESPEARE FESTIVAL (BOARD COMPAIGN)
ONE FESTIVAL DRIVE	MONTGOMERY	AL	36117	NONE	PUBLIC	SUPPORT FOR PERFORMING ARTS	$150,000
AMERICAN CANCER SOCIETY
1100 IRELAND WAY SUITE 300	BIRMINGHAM	AL	35205	NONE	PUBLIC	CANCER RESEARCH	$1,500
AMERICAN RED CROSS
5015 WOODS CROSSING	MONTGOMERY	AL	36106	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$2,000
BOYS & GIRLS CLUBS OF MONTGOMERY
804 S PERRY ST STE 201	MONTGOMERY	AL	36104	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$1,000
BRANTWOOD CHILDREN'S HOME
1309 UPPER WETUMPKA ROAD	MONTGOMERY	AL	36107	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$1,000
CAPRI THEATRE
1045 EAST FAIRVIEW AVENUE	MONTGOMERY	AL	36106	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$10,000
CHILD PROTECT INC
935 SOUTH PERRY STREET	MONTGOMERY	AL	36104	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$1,300
CHILDREN'S HOSPITAL FOUNDATION
1600 7TH AVENUE SOUTH	BIRMINGHAM	AL	35233	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$5,000
CLEFWORKS INC
PO BOX 11031	MONTGOMERY	AL	36111	NONE	PUBLIC	SUPPORT PERFORMING ARTS	$5,000
CLOVERDALE PLAYHOUSE
960 CLOVERDALE ROAD	MONTGOMERY	AL	36106	NONE	PUBLIC	CAPITAL CAMPAIGN CONTRIBUTION	$15,000
COMMON GROUND MONTGOMERY
PO BOX 1866	MONTGOMERY	AL	36102	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$2,500
DOGS ON CALL THERAPY DOG PROGRAM
PO BOX 284	BARABOO	WI	53913	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$1,000
FAMILY SUNSHINE CENTER
PO BOX 5160	MONTGOMERY	AL	36103	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$6,000
FELLOWSHIP OF CHRISTIAN ATHLETES
PO BOX 230685	MONTGOMERY	AL	36123	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$10,000
FIRST CHOICE WOMEN'S MEDICAL CENTER
380 MENDEL PARKWAY	MONTGOMERY	AL	36117	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$2,000
FRIENDS OF THE AL GOVERNORS
1001 SOUTH HULL STREET	MONTGOMERY	AL	36104	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$1,000
GLENWOOD INC
150 GLENWOOD LANE	BIRMINGHAM	AL	35242	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$5,000
HAMPSTEAD INSTITUTE
5251 HAMPSTEAD HIGH STREET UNIT 203	MONTGOMERY	AL	36116	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$30,000
HOSPICE OF MONTGOMERY
1111 HOLLOWAY PARK	MONTGOMERY	AL	36117	NONE	PUBLIC	HOSPICE FUND RAISING	$1,000
HOUSE TO HOUSE
PO BOX 5142	MONTGOMERY	AL	36103	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$2,500
JOHN ED MATHISON MINISTRIES
JAM EXECUTIVE STE 4 4131 CARMICHAEL	MONTGOMERY	AL	36106	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$25,000	RD
JOY TO LIFE WALK
PO BOX 241172	MONTGOMERY	AL	36124	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$5,000
LANDMARK FOUNDATION OF MONTGOMERY
301 COLUMBUS STREET	MONTGOMERY	AL	36104	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$2,500
LIGHTHOUSE COUNSELING CENTER
1415 EAST SOUTH BLVD	MONTGOMERY	AL	36116	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$1,500
MACOA
115 EAST JEFFERSON STREET	MONTGOMERY	AL	36104	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$1,000
MARCH OF DIMES-CITIZEN OF THE YEAR
450 CENTURY PARK SOUTH SUITE 200-B	BIRMINGHAM	AL	35226	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$10,000
MISSION TO NORTH AMERICA
1700 N BROWN RD STE 101	LAWRENCEVILLE	GA	30043	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$70,000
MONTESSORI SCHOOL
5251 HAMPSTEAD HIGH ST	MONTGOMERY	AL	36116	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$25,000
MONTGOMERY AIDS OUTREACH
PO BOX 11087	MONTGOMERY	AL	36111	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$11,000
MONTGOMERY AREA BUSINESS COMMITTEE
PO BOX 5177	MONTGOMERY	AL	36103	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$160
MONTGOMERY AREA FOOD BANK
521 TRADE CENTER ST	MONTGOMERY	AL	36108	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$25,000
MONTGOMERY CHRISTIAN SCHOOL
1728 SOUTH HALL STREET	MONTGOMERY	AL	36106	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$10,000
MONTGOMERY COUNTY HISTORICAL SOCIETY
PO BOX 1829	MONTGOMERY	AL	36102	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$1,000
MONTGOMERY HUMANE SOCIETY
1150 JOHN OVERTON DRIVE	MONTGOMERY	AL	36110	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$7,500
MONTGOMERY MUSEUM OF FINE ARTS
ONE MUSEUM DRIVE	MONTGOMERY	AL	36117	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$7,500
MONTGOMERY PUBLIC LIBRARY
PO BOX 1950	MONTGOMERY	AL	36102	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$50,000
MONTGOMERY SYMPHONY ORCHESTRA
301 N HULL STREET	MONTGOMERY	AL	36104	NONE	PUBLIC	GIFT TO MSO AND THE YOUTH ORCHESTRA	$10,000
MONTGOMERY YMCA
761 S PERRY STREET	MONTGOMERY	AL	36104	NONE	PUBLIC	COMMUNITY SUPPORT	$50,000
PARKINSON ASSOCIATION OF ALABAMA
PO BOX 590146	BIRMINGHAM	AL	35259	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$500
REFORMED THEOLOGICAL SEMINARY
3585 NORTHSIDE PARKWAY NW	ATLANTA	GA	30327	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$42,000
RIVER REGION UNITED WAY
532 SOUTH PERRY ST	MONTGOMERY	AL	36104	NONE	PUBLIC	COMMUNITY SUPPORT	$50,000
SPECIALIZED ALTERNATIVES FOR FAMILIES & YOUTH
10100 ELIDA ROAD	DELPHOS	OH	45833	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$500
TEACH FOR AMERICA-ALABAMA
217 WASHINGTON STREET	MARION	AL	36756	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$5,000
TIGERS UNLIMITED FOUNDATION
PO BOX 351	AUBURN	AL	36831	NONE	PUBLIC	SUPPORT ATHLETIC PROGRAM	$50,000
TRINITY PRESBYTERIAN SCHOOL
1700 EAST TRINITY BOULEVARD	MONTGOMERY	AL	36106	NONE	PUBLIC	FUNDING FOR GENERAL PROGRAM EXPENDITURES	$20,000
TUKABATCHEE AREA COUNCIL
PO BOX 11106	MONTGOMERY	AL	36111	NONE	PUBLIC	BOY SCOUT OF AMERICA FUND RAISING	$5,000
YMCA HITCHCOCK AWARD
761 S PERRY STREET	MONTGOMERY	AL	36104	NONE	PUBLIC	COMMUNITY SUPPORT	$1,500
YMCA METRO PARTNERS WITH YOUTH
761 S PERRY STREET	MONTGOMERY	AL	36104	NONE	PUBLIC	COMMUNITY SUPPORT	$5,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	775460	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$117,131	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$461,163	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$61,290	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$1,154,462	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$1,794,046	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	1794046	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (4 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
ALATRUST	696602	696602
PERSHING #5439	7551742	7551742
PERSHING #1225	10054	10054
PERSHING #1217	4739262	4739262

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (8 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
CMS STRUCTURED PRODUCTS FUND	AT COST	28583	28583
CMS PRIVATE EQUITY PARTNERS	AT COST	163247	163247
DORCHESTER	AT COST	912321	912321
MALCO	AT COST	91685	91685
THE GADSDEN CORPORATION	AT COST	2074	2074
WILSHIRE DIVERSIFIED MAP FUND - CONSERVATIVE	AT COST	6079	6079
WILSHIRE DIVERSIFIED MAP FUND - MODERATE	AT COST	645311	645311
WILSHIRE DIVERSIFIED MAP FUND - AGGRESSIVE	AT COST	326015	326015

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	UNREALIZED LOSS ON SECURITIES	Description
Amount	$96,920	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
INVESTMENT EXPENSES FROM PASS-THROUGHS	85849	85849	0
BANK FEES	34	34	0
INSURANCE	844	84	760
POSTAGE	30	3	27

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (10 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome
ORDINARY INCOME FROM PASS-THROUGHS	1219	1219	1219
OTHER INCOME FROM PASS-THROUGHS	13739	13739	13739
OTHER PORTFOLIO INCOME FROM PASS-THROUGHS	1807	1807	1807
RENTAL INCOME FROM PASS-THROUGHS	20041	20041	20041
ROYALTIES FROM PASS-THROUGHS	19	19	19
SECTION 1231 GAIN FROM PASS-THROUGHS	-569	-569	-569
SECTION 1256 STRADDLES FROM PASS-THROUGHS	7512	7512	7512
CANCELLATION OF DEBT	254	254	254
OTHER EXEMPT	15750	15750	15750
SUN OPTA	1518	1518	1518

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	Category
Amount	$56,341	Amount
Net Investment Income	56341	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
FOREIGN TAXES	$5,552	5552	0
PAYROLL TAXES	$2,213	221	1992

THE J K LOWDER FAMILY FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (51 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Other Investment Income Part VII OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (4 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (8 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (10 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments