2011-08-15T09:13:46-07:00 2010-09-30 Newton Newton Downs & Blair PC 6750 West Loop S Ste 600 Bellaire TX 774014116 990PF 2009-10-01 205509324 Mike and Leslie Lowrey Foundation MIKE 9792973157 206 Teakwood St Lake Jackson TX 77566 James M Lowrey 2011-08-12 W Edgar Blair 7136661040 2009 2016-02-24 21:20:13Z X 5731101 X 150000 20 20 20 133171 133171 133171 89905 2581489 89905 87187 373096 223096 220378 1695 1695 0 19080 19080 20775 20775 0 255000 255000 275775 20775 255000 97321 202321 220378 554 9542 9543 55079 93432 93432 275000 175000 179897 4751992 4902201 5445694 2764 2535 2535 5085389 5182710 5731101 0 X 5085389 5182710 5085389 5182710 5085389 5182710 5085389 97321 5182710 5182710 1977 Capital Gain Dividends 560.345 Pimco Total Return Fund Class R P 2008-10-01 2010-09-29 6500 6046 454 454 Keely Small Cap P 2008-10-01 2009-07-30 7436 7436 7436 4906.091 Sh Keely Small Cap P 2009-10-01 2009-07-30 92564 88616 3948 3948 Brandywine Blue L/T gain P 2008-10-01 2009-07-30 2356 2356 2356 4737.091 Sh Brandywine Blue S/T gain P 2009-10-01 2009-07-30 97609 95784 1825 1825 542.403 Sh Pimco Total Return Fund Class R P 2008-10-01 2010-07-26 6140 5853 287 287 558.182 Sh Pimco Total Return Fund Class R P 2009-10-01 2010-04-07 6140 6023 117 117 466.422 Sh Pimco Total Return Fund Class R P 2009-10-01 2010-01-12 5084 5033 51 51 4,088.307 Sh Vanguard Inflation-Prot Sec Adm Fd 5119 P 2009-09-23 2010-09-21 105683 100000 5683 5683 105,733.083 Sh Vanguard S-T Inv Grad Adm Fd 529 P 2009-07-13 2009-12-03 1125000 1087993 37007 37007 106,534.091 Sh Vanguard S-T Inv Grad Adm Fd 529 P 2009-07-13 2009-10-07 1125000 1096236 28764 28764 89905 87187 true 4046 4046 4046 2105 2105 X 10 1951 0 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 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 5291566 121606 0 5413172 0 5413172 81198 5331974 266599 266599 4046 4046 262553 262553 262553 255000 255000 255000 262553 243780 255000 243780 0 11220 251333 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. 255000 255000 14 20 14 133171 18 73431 16474 206622 16474 223096 false false false false false false false false false false X X 1 James Lowrey 206 Teakwood St Lake Jackson TX 775663214 150000 X X Organization Costs 2006-11-01 3432 668 15.0000 229 897 175000 179897 Vanguard Inflation Protected SECS AT COST 411542 438730 Thornburg Intl Value CL A AT COST 251945 283962 Templeton Global Bond Class A AT COST 362949 394555 T Rowe Price Latin America Fund AT COST 50000 54864 Pimco Total Return Fund Class R AT COST 495881 532968 Oppenheimer Dev Markets FD Class A AT COST 150540 200135 Mutual Series Global Discovery Class A AT COST 252335 277909 Matthews India Fund AT COST 50000 56686 Keeley Small Cap Value Class A AT COST 111793 131014 Columbia Seligman Com & Info CL A AT COST 50000 58707 Vanguard ST Investmt Grade Adm Fund 539 AT COST 214070 226136 Vanguard HY Corp. Adm Sh Fund 529 AT COST 100000 107750 Remaining Fidelity Balances AT COST Perkins Mid Cap Value Fund Class J AT COST 200391 227198 Hussman Strategic Total Return AT COST 409213 433533 Harbor High Yield Investor Fund AT COST 265852 288741 First Eagle Overseas Class A AT COST 257859 288693 Fairholme Fund AT COST 201938 239617 FPA Cresent Instl AT COST 408513 450306 Brandywine Blue AT COST 104769 112877 Blackrock US Opport. CL A AT COST 150000 181604 Amana Mutual Fund Trust Growth AT COST 200000 235591 Amana Mutual Trust Fund Income AT COST 202611 224118 Net Intangible Assets 2764 2535 2535 TGB #5707 Bank Charges 250 250 Fidelity account charges 18601 18601 Amortization 229 229 2009 Form 990 ES payment 600 600 2008 Form 990 - Tax on Inv Income 1095 1095