Civic Intelligence

Lowenstein Brothers Foundation

990PF • Fiscal year 2019 • EIN 43-6055404

Nov 01, 2018 to Oct 31, 2019 • Filed on Aug 14, 2020

Organization Profile
12709 Woodward StreetOverland Park, KS 66213

(913) 338-0264

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$3,720,838

Up $875,339 (+31%) from 2015

Net Assets

$3,720,838

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin89th percentile

Revenue

Up

$728,231

Up $351,276 (+93%) from 2015

Expenses

Up

$361,242

Up $39,905 (+12%) from 2015

Net Income

Up

$366,989

Up $311,371 (+560%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,017,625Liabilities 2011: $02011Assets 2012: $2,867,613Liabilities 2012: $02012Assets 2013: $2,857,985Liabilities 2013: $02013Assets 2014: $2,789,881Liabilities 2014: $12014Assets 2015: $2,845,499Liabilities 2015: $12015Assets 2019: $3,720,838Liabilities 2019: $0Net Assets 2019: $3,720,8382019Assets 2020: $3,676,686Liabilities 2020: $0Net Assets 2020: $3,676,6862020Assets 2021: $3,548,776Liabilities 2021: $0Net Assets 2021: $3,548,7762021Assets 2022: $3,451,583Liabilities 2022: $0Net Assets 2022: $3,451,5832022Assets 2023: $3,435,167Liabilities 2023: $0Net Assets 2023: $3,435,1672023Assets 2024: $3,699,788Liabilities 2024: $0Net Assets 2024: $3,699,7882024

Highlighted filing

2019

Assets$3,720,838
Liabilities$0
Net Assets$3,720,838
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $302,584Expenses 2011: $209,517Net Income 2011: $93,0672011Revenue 2012: $107,289Expenses 2012: $257,300Net Income 2012: -$150,0112012Revenue 2013: $251,835Expenses 2013: $261,463Net Income 2013: -$9,6282013Revenue 2014: $253,983Expenses 2014: $322,088Net Income 2014: -$68,1052014Revenue 2015: $376,955Expenses 2015: $321,337Net Income 2015: $55,6182015Revenue 2019: $728,231Expenses 2019: $361,242Net Income 2019: $366,9892019Revenue 2020: $294,553Expenses 2020: $329,675Net Income 2020: -$35,1222020Revenue 2021: $225,412Expenses 2021: $353,322Net Income 2021: -$127,9102021Revenue 2022: $173,497Expenses 2022: $270,690Net Income 2022: -$97,1932022Revenue 2023: $261,780Expenses 2023: $278,196Net Income 2023: -$16,4162023Revenue 2024: $307,812Expenses 2024: $43,191Net Income 2024: $264,6212024

Highlighted filing

2019

Revenue$728,231
Expenses$361,242
Net Income$366,989
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Aug 14, 2020
Return Version
2018v3.2
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William B LowensteinTrustee-$0--
Lon J LowensteinTrustee-$0--
Glenn L LowensteinTrustee-$0--
Marjorie S KaplanTrustee-$0--
Reed LowensteinTrustee-$0--
John LowensteinTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lowenstein Brothers Foundation
EIN
43-6055404
Phone
9133380264
Address
12709 Woodward Street, Overland Park, KS 66213

Signing Officer

Name
Lon J Lowenstein
Title
Trustee
Phone
9134982202
Signed
2020-08-14
Discuss with paid preparer
Yes

Preparer

Firm
House Park Dobratz & Wiebler PC
Address
605 W 47th Street Suite 301, Kansas City, MO 64112
Preparer
William S Lacy Jr
Phone
8169313393
Raw XML AppendixShowing 400 of 446 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01880
AccountingFeesSchedule/AccountingFeesDetail/Amt124000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0House Park Dobratz & Wiebler, P.C.
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1Lowenstein Financial Solutions, Inc.
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt10
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0376
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt118000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt014448
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt116082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt214774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt359689
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt425322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt58169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt66279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt019872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt142190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt223573
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt360354
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt466667
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt531790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt655073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Conoco Phillips - COP - 360.00 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Costco Wholesale Corp - COST - 142.00 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Intel Corp - INTC - 417.00 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Kellog Corp - K - 950.00 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Microsoft Corp - MSFT - 465.00 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Nike Inc - NKE - 355.00 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Nike Inc - NKE - 355.00 shs
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt013544
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt03912
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0209375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1721927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2199276
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3793791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0American High Income Trust Class F3 - HIGFX - 20,460.31 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EuroPacific Growth Fund Class F3 - FEUPX - 12,510.51 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Short-Term Bond Fund of America Class F3 - FSBTX - 20,269.71 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Capital Group Core Bond Fund - CCBPX - 79,836.30 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0203171
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1673316
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2201886
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3823112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0103923
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0524050
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0258
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0628231
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0628231
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt018376
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt025880
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0524050
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0305000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0305000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0103923
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0103923
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0366989
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02182979
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0258
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0258
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0524050
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0593603
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt016252
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt016252
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt014110
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0305000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt034628
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0361242
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0628231
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0728231
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt034628
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt056242
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0371083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11287846
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-10032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1526527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-10032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1526527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt27555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0361051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11814373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt27555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0S-T Transactions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1L-T Transactions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gain Distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0524050
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0366989
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03720838
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03353849
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03720838
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0190257
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0190257
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0190257
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0196193
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05936
IRS990PF/DistributableAmountGrp/TotalTaxAmt05936
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05024
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010960
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05936
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05024
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05936
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05936
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010960
IRS990PF/FMVAssetsEOYAmt03843078
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01340006
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0144763
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0299519
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01876730
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01924369
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01901485
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03353849
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03720838
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0122678
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01638162
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01638162
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03353849
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03720838
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03843078
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03353849
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03720838
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03353849
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03720838
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt014435
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt013544
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt03912
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03983605
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0205367
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03778238
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt059754
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0196193
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03923851
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03983605
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William B Lowenstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Lon J Lowenstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Glenn L Lowenstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Marjorie S Kaplan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Reed Lowenstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5John Lowenstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt012709 Woodward Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt112709 Woodward Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt212709 Woodward Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt312709 Woodward Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt412709 Woodward Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt512709 Woodward Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Overland Park
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Overland Park
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Overland Park
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Overland Park
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Overland Park
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Overland Park
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0KS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1KS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2KS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3KS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4KS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5KS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd066213
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd166213
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd266213
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd366213
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd466213
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd566213
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0261964
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0267900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0294075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0269422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0270020
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0266619
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0280580
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.066762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.070712
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.067554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.068009
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.062401
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.065133
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt05936
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03923851
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04158798
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03988271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03970338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04272639
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04307800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0305000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.333809
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0299064
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0305000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt05936
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0305000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Lon J Lowenstein
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt012709 Woodward Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Overland Park
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd066213
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KS
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09133380264
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letter request
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Lon J Lowenstein
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09133380264
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt012709 Woodward Street
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Overland Park
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0KS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd066213
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0William B Lowenstein
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1300000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Community services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Hyman Brand Hebrew Academy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Lowenstein Family Supporting Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05801 W 115th Street Suite 104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15801 W 115th Street Suite 104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Overland Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Overland Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0662111824
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1662111824
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0305000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0190257
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0190257
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0107985
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt071164
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt077463
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt059749
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt069510
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt069510
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0431104
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0114743
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0107985
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt071164
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt077463
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt059749
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0305000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0114743
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0500614
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0385871
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0William B Lowenstein
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05248 W 126th Terrace
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Leawood
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0KS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd066209
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Capital Guardian management fees

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,720,838
Liabilities
$0
Net assets
$3,720,838
Revenue
$728,231
Expenses
$361,242
Net income
$366,989
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.31$0.04$0.26
2023Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.26$0.28$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.17$0.27$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.23$0.35$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$0.29$0.33$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.73$0.36$0.37
2015Summary only. Only limited summary data is available for this year.$2.85$0.00$0.38$0.32$0.06
2014Summary only. Only limited summary data is available for this year.$2.79$0.00$0.25$0.32$0.07
2013Summary only. Only limited summary data is available for this year.$2.86$0.00$0.25$0.26$0.01
2012Summary only. Only limited summary data is available for this year.$2.87$0.00$0.11$0.26$0.15
2011Summary only. Only limited summary data is available for this year.$3.02$0.00$0.30$0.21$0.09