Civic Intelligence

The Lowenberg Charitable Trust

990PF • Fiscal year 2023 • EIN 58-6202711

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 01, 2024

Organization Profile
650 Coconut Palm RoadVero Beach, FL 32963

(772) 234-0538

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

51st percentile

0.0%

Faster asset growth than 51% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Flat

$16,538

Flat from 2023

Net Assets

$16,538

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $1 (-100%) from 2023

Expenses

Flat

$0

Flat from 2023

Net Income

Down

$0

Down $1 (-100%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$60K$40K$20K$0Assets 2010: $31,275Liabilities 2010: $0Net Assets 2010: $31,2752010Assets 2011: $33,675Liabilities 2011: $0Net Assets 2011: $33,6752011Assets 2012: $45,425Liabilities 2012: $0Net Assets 2012: $45,4252012Assets 2013: $52,075Liabilities 2013: $0Net Assets 2013: $52,0752013Assets 2014: $44,781Liabilities 2014: $0Net Assets 2014: $44,7812014Assets 2015: $46,261Liabilities 2015: $0Net Assets 2015: $46,2612015Assets 2017: $16,537Liabilities 2017: $0Net Assets 2017: $16,5372017Assets 2018: $16,537Liabilities 2018: $0Net Assets 2018: $16,5372018Assets 2019: $16,538Liabilities 2019: $0Net Assets 2019: $16,5382019Assets 2020: $16,538Liabilities 2020: $0Net Assets 2020: $16,5382020Assets 2021: $16,538Liabilities 2021: $0Net Assets 2021: $16,5382021Assets 2022: $16,538Liabilities 2022: $0Net Assets 2022: $16,5382022Assets 2023: $16,538Liabilities 2023: $0Net Assets 2023: $16,5382023Assets 2023: $16,538Liabilities 2023: $12023

Highlighted filing

2023

Assets$16,538
Liabilities$0
Net Assets$16,538
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0K-$10KExpenses 2010: $02010Expenses 2011: $1,6022011Expenses 2012: $1,2502012Revenue 2013: $8,500Expenses 2013: $1,850Net Income 2013: $6,6502013Revenue 2014: $1,731Expenses 2014: $9,025Net Income 2014: -$7,2942014Revenue 2015: $1,500Expenses 2015: $20Net Income 2015: $1,4802015Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $1Expenses 2019: $0Net Income 2019: $12019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2023: $1Expenses 2023: $0Net Income 2023: $12023

Highlighted filing

2023

Revenue$0
Expenses$0
Net Income$0
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 1, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN D LOWENBERGTrustee/Dis-$0--
Filing and Contact Details

Filer

Filer Name
The Lowenberg Charitable Trust
EIN
58-6202711
Phone
7722340538
Address
650 COCONUT PALM ROAD, VERO BEACH, FL 32963

Signing Officer

Name
John D Lowenberg
Title
Trustee/dis
Phone
7722340538
Signed
2024-08-01

Preparer

Firm
Kmetz Elwell Graham & Assoc Pllc
Address
2800 OCEAN DRIVE, VERO BEACH, FL 32963-2064
Preparer
Brian J Elwell CPA
Phone
7722316902
Raw XML Appendix158 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt016182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt07
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EUROSITE POWER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ANIXA BIOSCIENCES INC
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016538
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016538
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt016538
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0413
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0413
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0413
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0413
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt08752
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt016182
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt016182
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08396
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt016538
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt016538
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0356
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0356
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0356
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt016538
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt016538
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08752
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt016538
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt016538
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016538
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt016538
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08392
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0356
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08036
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0126
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0413
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08266
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08392
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN D LOWENBERG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE/DIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0650 COCONUT PALM ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0VERO BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032963
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02022
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BRIAN ELWELL CPA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02800 OCEAN DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0VERO BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032963
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07722316902
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0413
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0398
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0413
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0398
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN D LOWENBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE/DIS
ReturnHeader/BusinessOfficerGrp/PhoneNum07722340538
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LOWENBERG CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LOWE
ReturnHeader/Filer/EIN0586202711
ReturnHeader/Filer/PhoneNum07722340538
ReturnHeader/Filer/USAddress/AddressLine1Txt0650 COCONUT PALM ROAD
ReturnHeader/Filer/USAddress/CityNm0VERO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032963
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271238921
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KMETZ ELWELL GRAHAM & ASSOC PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02800 OCEAN DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VERO BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0329632064
ReturnHeader/PreparerPersonGrp/PhoneNum07722316902
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN J ELWELL CPA
ReturnHeader/ReturnTs02024-08-07T10:02:30-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,538
Liabilities
$0
Net assets
$16,538
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$0.00$0.00$0.00
2023Summary only. Only limited summary data is available for this year.$16.5$0.00$0.00$0.00$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.00$16.5$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.00$16.5$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$0.00$0.00$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.00$16.5$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$0.00$0.00$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.00$16.5$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$46.3$0.00$46.3$1.50$0.02$1.48
2014Detailed filing. Detailed filing data is available for this year.$44.8$0.00$44.8$1.73$9.03$7.29
2013Detailed filing. Detailed filing data is available for this year.$52.1$0.00$52.1$8.50$1.85$6.65
2012Detailed filing. Detailed filing data is available for this year.$45.4$0.00$45.4$1.25
2011Detailed filing. Detailed filing data is available for this year.$33.7$0.00$33.7$1.60
2010Detailed filing. Detailed filing data is available for this year.$31.3$0.00$31.3$0.00