2013-08-15T13:31:17-07:00 2012-09-30 Newton Newton Downs & Blair PC 6750 West Loop S Ste 600 Bellaire TX 774014116 990PF 2011-10-01 205509324 Mike and Leslie Lowrey Foundation MIKE 9792973157 206 Teakwood St Lake Jackson TX 77566 James M Lowrey 2013-08-15 true W Edgar Blair 7136661040 2011 2016-02-24 21:20:13Z X 5696532 X X 27 27 3585 142775 142775 142775 143211 1006345 143211 286013 286013 146360 4220 4220 6165 6165 27075 27075 37460 37460 0 281500 281500 318960 37460 281500 -32947 248553 146360 18745 6763 6763 83998 112034 112034 198305 253710 255869 4924373 4819639 5321866 2306 2077 5227727 5194223 5696532 0 X 5227727 5194223 5227727 5194223 5227727 5194223 5227727 -32947 3558 5198338 4115 5194223 86479 Capital Gain Dividends 3,746.722 Mutual Series Global Discovery CL A P 2007-01-01 2011-11-02 100000 100000 17,580.872 Vanguard Inflation-Prot Sec Adm Fd 5119 P 2007-01-01 2012-01-26 249965 219937 30028 30028 22,727.273 Pimco Total Return Fund Class R P 2007-01-01 2012-01-26 250000 246591 3409 3409 9,156.168 Vanguard GNMA Adm Fd 536 P 2007-01-01 2012-09-25 101817 98154 3663 3663 18,903.592 Vanguard S-T Inv Grad Adm Fd 529 P 2007-01-01 2012-09-25 114178 100000 14178 14178 9,567.749 Vanguard ST Invest Grade Adm Fd 539 P 2007-01-01 2012-09-25 103906 98452 5454 5454 143211 true 4971 4971 4971 4971 false false false false false false false false true true TX true false false false false true N/A James M 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 F Brown Jr 221 Dewberry Dr Lake Jackson TX 77566 0.00 0 Jennifer Michele Wehrly 167 Indian Warrior Trail Lake Jackson TX 77566 0.00 0 Leslie A Lowrey 206 Teakwood St Lake Jackson TX 775663214 0.00 0 James M Lowrey 206 Teakwood St Lake Jackson TX 775663214 1.00 0 NONE NONE 5689422 9238 0 5698660 0 5698660 85480 5613180 280659 280659 4971 6165 11136 269523 269523 269523 281500 281500 281500 269523 277257 281500 277257 0 4243 265280 James M Lowrey X Junior Achievement of Brazoria Coun 104 W Myrtle Suite 218 Angleton TX 77515 None 501(c) To help educate the youth of the community in the ways of business. 1500 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. 280000 281500 14 27 14 142775 86479 56732 229281 56732 286013 false false false false false false false false false false Accounting 4220 4220 0 0 Organization Costs 2006-11-01 3432 1126 15.0000 229 1355 Estimated Tax Payment for 2011 (fiscal year ending 9/30/2012)On May 15, 2012, the Foundation submitted an Estimated Tax Payment for the year 2011 in the amount of $6,100. This amount exceeded the 2011 tax liability. On review of the records, it appears the IRS refunded this check about one month later, although for a slightly different amount. Confirmation of this refund is pending following discussion with the Tax Practiioner Hotline. Please consider this reasonable cause and waive the Underpayment Penalty that would be due otherwise. 253710 255869 Invesco Balanced Risk Alloc CL A AT COST 203780 221019 Royce Low Priced Stock Fd-Serv CL AT COST 210080 172778 T Rowe Price Mid Cap Growth AT COST 153095 153951 Fidelity Capital & Income AT COST 332632 316688 Vanguard Inflation Protected SECS AT COST 219428 260175 Thornburg Intl Value CL A AT COST 173297 195444 Templeton Global Bond Class A AT COST 776500 795517 T Rowe Price Latin America Fund AT COST 96925 79022 Pimco Total Return Fund Class R AT COST 405994 433079 Oppenheimer Dev Markets FD Class A AT COST 154189 206791 Mutual Series Global Discovery Class A AT COST 248729 275215 Matthews India Fund AT COST 90559 83149 Keeley Small Cap Value Class A AT COST 10875 16262 Columbia Seligman Com & Info CL A AT COST 152552 166572 Perkins Mid Cap Value Fund Class J AT COST 165031 197372 First Eagle Overseas Class A AT COST 279288 325727 Fairholme Fund AT COST 124794 139109 FPA Cresent Instl AT COST 438172 534090 Blackrock US Opport. CL A AT COST 172350 201952 Amana Mutual Fund Trust Growth AT COST 200266 279986 Amana Mutual Trust Fund Income AT COST 211103 267968 Net Intangible Assets 2306 2077 Basis adjustment by Natl Fidelity 4115 TGB #5707 Bank Charges 350 350 Fidelity account charges 26496 26496 Amortization 229 229 Tax exempt interest income 3558 Form 990 - Tax on Inv Income 6165 6165