Civic Intelligence

Thomas H Lowder Family Foundation

990PF • Fiscal year 2012 • EIN 63-1139498

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 14, 2013

Organization Profile
C/O Pathstone Family Ofc PO Box5204730355
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2012 filings • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Source year 2012

Asset Growth

76th percentile

10%

Faster asset growth than 76% of similar nonprofits.

2012 filings • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$21,370,005

Up $1,976,836 (+10%) from 2011

Net Assets

$21,370,005

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,508,695

Down $1,045,235 (-41%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$40M$30M$20M$10M$0Assets 2010: $19,037,367Liabilities 2010: $0Net Assets 2010: $19,037,3672010Assets 2011: $19,393,169Liabilities 2011: $02011Assets 2012: $21,370,005Liabilities 2012: $0Net Assets 2012: $21,370,0052012Assets 2013: $22,811,411Liabilities 2013: $02013Assets 2014: $22,149,263Liabilities 2014: $0Net Assets 2014: $22,149,2632014Assets 2015: $20,921,919Liabilities 2015: $0Net Assets 2015: $20,921,9192015Assets 2016: $21,228,924Liabilities 2016: $0Net Assets 2016: $21,228,9242016Assets 2017: $23,733,526Liabilities 2017: $0Net Assets 2017: $23,733,5262017Assets 2018: $21,742,581Liabilities 2018: $60Net Assets 2018: $21,742,5212018Assets 2019: $25,606,194Liabilities 2019: $0Net Assets 2019: $25,606,1942019Assets 2020: $28,045,936Liabilities 2020: $219Net Assets 2020: $28,045,7172020Assets 2021: $30,976,763Liabilities 2021: $0Net Assets 2021: $30,976,7632021Assets 2022: $24,708,657Liabilities 2022: $0Net Assets 2022: $24,708,6572022Assets 2023: $27,664,269Liabilities 2023: $10,000Net Assets 2023: $27,654,2692023Assets 2024: $29,380,206Liabilities 2024: $0Net Assets 2024: $29,380,2062024

Highlighted filing

2012

Assets$21,370,005
Liabilities$0
Net Assets$21,370,005
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $950,7122010Revenue 2011: $5,222,812Expenses 2011: $2,553,930Net Income 2011: $2,668,8822011Expenses 2012: $1,508,6952012Revenue 2013: $2,145,959Expenses 2013: $1,574,279Net Income 2013: $571,6802013Revenue 2014: $1,511,265Expenses 2014: $1,652,418Net Income 2014: -$141,1532014Revenue 2015: $1,994,757Expenses 2015: $913,853Net Income 2015: $1,080,9042015Revenue 2016: $679,676Expenses 2016: $1,077,082Net Income 2016: -$397,4062016Revenue 2017: $1,058,571Expenses 2017: $911,168Net Income 2017: $147,4032017Revenue 2018: $973,413Expenses 2018: $1,000,162Net Income 2018: -$26,7492018Revenue 2019: $1,240,045Expenses 2019: $1,099,349Net Income 2019: $140,6962019Revenue 2020: $1,503,148Expenses 2020: $1,279,707Net Income 2020: $223,4412020Revenue 2021: $5,087,474Expenses 2021: $1,511,970Net Income 2021: $3,575,5042021Revenue 2022: $944,801Expenses 2022: $1,500,506Net Income 2022: -$555,7052022Revenue 2023: $863,694Expenses 2023: $1,390,515Net Income 2023: -$526,8212023Revenue 2024: $1,405,190Expenses 2024: $1,558,638Net Income 2024: -$153,4482024

Highlighted filing

2012

Revenue-
Expenses$1,508,695
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 14, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS H LOWDERPresident/Treasurer-$0--
SUSAN A CARRINGTONVice President/Secretary-$0--
HEATHER ANNE LOWDERVice President-$0--
JAMES K LOWDERVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHILDREN'S HOSPITAL FOUNDATIONKEEPING PROMISES CAMPAIGNPUBLICBIRMINGHAM, AL, US$500,000
Paid GrantST ROSE ACADEMYFUND GENERAL PROGRAM EXPENDITURESPUBLICBIRMINGHAM, AL, US$240,335
Paid GrantBIRMINGHAM SOUTHERN COLLEGEUNRESTRICTED SUPPORT FOR THE TRUSTEE GIVING INITIATIVEPUBLICBIRMINGHAM, AL, US$150,000
Paid GrantBENEDICTINE SISTERS OF CULLMAN ALABAMARENOVATION PROJECT AT SACRED HEARTPUBLICCULLMAN, AL, US$100,000
Paid GrantUAB SCHOOL OF MEDICINEJARMAN F. LOWDER ENDOWED SCHOLARSHIP IN NURSINGPUBLICBIRMINGHAM, AL, US$100,000
Paid GrantUNITED WAY ALEXIS DE TOCQUEVILLEFUND GENERAL PROGRAM EXPENDITURESPUBLICBIRMINGHAM, AL, US$100,000
Paid GrantST ROSE ACADEMYCAPITAL CAMPAIGNPUBLICBIRMINGHAM, AL, US$40,290
Paid GrantCATHOLIC CHARITIES APPEALANNUAL APPEALPUBLICBIRMINGHAM, AL, US$25,000
Paid GrantST FRANCIS XAVIER CATHOLIC CHURCHFUND GENERAL PROGRAM EXPENDITURESPUBLICBIRMINGHAM, AL, US$20,000
Paid GrantSTEPPING UP ALABAMAFUND GENERAL PROGRAM EXPENDITURESPUBLICOPELIKA, AL, US$16,800
Paid GrantJOHN CARROLL CATHOLIC HIGH SCHOOLFOREVERMORE CAMPAIGNPUBLICBIRMINGHAM, AL, US$10,000
Paid GrantST BERNARD PREPARATORY SCHOOLFUND GENERAL PROGRAM EXPENDITURESPUBLICCULLMAN, AL, US$5,000
Paid GrantAPPALACHIA SERVICE PROJECTFUND GENERAL PROGRAM EXPENDITURESPUBLICJOHNSON CITY, TN, US$2,500
Paid GrantALABAMA GRIEF SUPPORT SERVICES INCFUND GENERAL PROGRAM EXPENDITURESPUBLICBIRMINGHAM, AL, US$100
Paid GrantAUBURN UNIVERSITY FOUNDATIONSCHOOL OF NURSING JARMAN LOWDER ENDOWED SCHOLARSHIP AWARDPUBLICAUBURN, AL, US$100
Paid GrantTHE ALS ASSOCIATIONFUND GENERAL PROGRAM EXPENDITURESPUBLICWASHINGTON, DC, US$100
Filing and Contact Details

Filer

EIN
63-1139498
Raw XML AppendixShowing 400 of 593 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
GeneralExplanationAttachment/GeneralExplanation/Explanation0THOMAS H. LOWDER FAMILY FOUNDATION IS INVESTED IN DORCHESTER CAPITAL PARTNERS SELECT OPPORTUNITIES, L.P. WHICH IS INVESTED IN ESG CREDIT MACRO EVENT FUND, L.P., WHICH HAS PASSED THROUGH THE FOLLOWING INFORMATION.ESG CREDIT MACRO FUND LP (THE "FUND") IS IN THE BUSINESS OF INVESTING ITS STOCKS AND SECURITIES TO INCREASE ITS ASSETS UNDER MANAGEMENT. IN THE REGULAR COURSE OF THIS BUSINESS THE FUND ENGAGES IN IRC SECTION 988 FOREIGN CURRENCY TRANSACTIONS, WHICH HAVE RESULTED IN ORDINARY LOSSES. THE FUND'S BUY AND SELL TRANSACTIONS ARE GENERALLY CONDUCTED THROUGH REGISTERED BROKERS AND DEALERS IN THE PUBLIC SECURITIES MARKETS. THESE TRANSACTIONS ARE PART OF THE FUND'S REGULAR INVESTING ACTIVITY, AND DECISIONS WITH RESPECT TO FOREIGN CURENCY TRANSACTIONS ARE BASED ON BUSINESS ECONOMICS RATHER THAN ANY PLAN TO ACHIEVE A TAX BENEFIT.THE REALIZED LOSS ON IRC SECTION 988 TRANSACTIONS IS IN CONNECTION WITH THE FUND'S REGULAR TRADING ACTIVITIES AND THEREFORE, NOT CARRIED OUT AS PART OF ANY PLAN TO ACHIEVE TAX BENEFITS. AS A RESULT, THERE ARE NOT ANY EXPECTED TAX BENEFITS. THE PARTNER'S SHARE OF SECTION 988 LOSS REFERRED ABOVE IS NETTED WITH THE OVERALL SECTION 988 GAIN OR LOSS REPORTED ON 2012 SCHEDULE K-1 WHICH IS AVAILABLE TO BE CLAIMED ON 2012 TAX RETURNS. IT IS NOT EXPECTED THAT THESE SECTION 988 TRANSACTIONS WILL GENERATE ANY PRIOR OR FUTURE TAX BENEFITS.DORCHESTER CAPITAL PARTNERS, L.P. SHARE OF REPORTABLE LOSSES FROM MULTIPLE TRANSACTIONS FROM ESG CREDIT MACRO EVENT FUND IS: ($5,695,415). THOMAS H. LOWDER FAMILY FOUNDATION'S SHARE OF THE DORCHESTER REPORTABLE LOSSES IS: ($27,366).
GeneralExplanationAttachment/GeneralExplanation/Explanation1THE THOMAS H. LOWDER FAMILY FOUNDATION INVESTS IN DORCHESTER CAPITAL PARTNERS SELECT OPPORTUNITIES, LP WHICH INVESTS IN PENTA ASIA DOMESTIC PARTNERS L.P. THE PARTNERSHIP HAS PASSED THROUGH THE FOLLOWING ACKNOWLEDGEMENT:FACTS: DORCHESTER CAPITAL PARTNERS SELECT OPPORTUNITIES, LP ("TAXPAYER") IS A PARTNER IN PENTA ASIA DOMESTIC PARTNERS, LP (EIN: 98-0341880) ("FUND"). THE FUND TRADES IN VARIOUS FOREIGN STOCKS, SECURITIES AND RELATED FINANCIAL INSTRUMENTS FOR ITS OWN ACCOUNT. THE REGULAR ACTIVITY AND PURPOSE OF THEFUND IS TO GENERATE A PRE-TAX ECONOMIC RATE OF RETURN. BECAUSE MANY OF THE FUNDS INVESTMENTS ARE IN CURRENCIES OTHER THAN THE U.S. DOLLAR, THE FUND ENGAGES IN TRANSACTIONS THAT RESULT IN I.R.C. SECTION 988 ORDINARY GAINS AND/OR LOSSES. LOSSES REPORTED HEREIN AS WELL AS GAINS HAVE RESULTED FROM THE REGULAR ACTIVITIES OF THE FUND.EXPECTED TAX BENEFITS: TAXPAYERS DISTRIBUTIVE SHARE OF CERTAIN LOSSES CLAIMED BY THE FUND UNDER I.R.C. SECTION 165 MAY EXCEED THE RELEVANT $50,000 REPORTABLE LOSS THRESHOLD AND BE TREATED AS ORDINARY PURSUANT TO I.R.C. SECTION 988. THE FUND, AND ACCORDINGLY THE TAXPAYER CANNOT DETERMINE WITH CERTAINTY WHETHER ALL SUCH LOSSES CLAIMED UNDER I.R.C. SECTION 165 HAVE MET ANY OF THE EXPECTATIONS PROVIDED IN REVENUE PROCEDURE 2003-24. AS SUCH TAXPAYER IS REPORTING THESE TRANSACTIONS TO INTERNAL REVENUE SERVICE ON A PROTECTIVE BASIS.IN GENERAL, THE ADJUSTED TAX BASIS OF ASSETS OBTAINED BY THE FUND ARE DETERMINED BY WAY OF CASH PAID AND MAY HAVE BEEN ADJUSTED BY ONE OR MORE STATUTORY PROVISIONS OF THE I.R.C AS FOLLOWS: WASH SALES ADJUSTMENTS (SECTION 1091), CONSTRUCTIVE SALES(SECTION 1272), STRADDLE LOSS DEFERRALS (SECTION 1092), OR BY OTHER STATUTORY PROVISIONS OF THE I.R.C. NO TAX BENEFIT HAS BEEN EXPECTED FOR THESE TRANSACTIONS, AS EACH IS REPORTABLE AS THE RESULT OF STATUTORY PROVISIONS THAT HAVE EITHER ACCELERATED INCOME OR DEFERRED LOSSES.ESTIMATED TAX BENEFITS: THE FUND IS A PARTERNSHIP WITH LIMITED PARTNERS. THE REGULAR ACTIVITY AND PURPOSE OF THE FUND IS TO GENERATE A PRE-TAX ECONOMIC RATE OF RETURN. THE FUND GENERATES INCOME AND LOSSES FROM ITS REGULAR ACTIVITY AND PROVIDES RELEVANT INFORMATION TO EACH PARTNER FOR PURPOSES OF FILING THEIR RESPECTIVE TAX RETURN. A PARTNERS SHARE OF ANY LOSS FROM THE FUND IS AVAILABLE TO BE CLAIMED ON A PARTNERS TAX RETURN FOR 2012. IT IS NOT ANTICIPATED THAT THESE TRANSACTIONS WILL RESULT IN TAX BENEFITS IN ANY PRIOR OR FUTURE YEARS. PLEASE CONSULT YOUR TAX ADVISER.
GeneralExplanationAttachment/GeneralExplanation/Explanation2THE THOMAS H. LOWDER FAMILY FOUNDATION INVESTS IN DORCHESTER CAPITAL PARTNERS SELECT OPPORTUNITIES, LP WHICH INVESTS IN PENTA ASIA DOMESTIC PARTNERS L.P. THE PARTNERSHIP HAS PASSED THROUGH THE FOLLOWING ACKNOWLEDGEMENT:PENTA ASIA DOMESTIC PARTNERS, LP (EIN: 98-0341880) ("FUND") IS A FUND THAT TRADES IN VARIOUS FOREIGN STOCK, SECURITIES AND RELATED FINANCIAL INSTRUMENTS FOR ITS OWN ACCOUNT. THE REGULAR ACTIVITY AND PURPOSE OF THE FUND IS TO GENERATE A PRE-TAX ECONOMIC RETURN FOR ITS INVESTORS. FUND HAS ENTERED INTO MANY OF THE SWAPS DISCUSSED BELOW AS PART OF THIS REGULAR ACTIVITY AND PURSUANT TO THIS SAME PURPOSE. THE TRANSACTION, TO WHICH FUND IS A PARTY, IS A TOTAL RETURN AND/OR CREDIT DEFAULT SWAP THAT IS EXPECTED TO REQUIRE A SERIES OF PAYMENTS FROM PARTY A TO PARTY B DURING THE TERMOF THE TRANSACTION WITH A POTENTIAL PAYMENT FROM PARTY B TO PARTY A AT THE MATURITY OR EARLY TERMINATION OF THE CONTRACT. IT IS POSSIBLE THAT THE FUND COULD BE PARTY A IN CERTAIN TRANSACTIONS AND PARTY B IN OTHER DISTINCTTRANSACTIONS. THE BACK-END PAYMENT IS NOT DESCRIBED IN THE TRANSACTION DOCUMENTS AS THE SUM OF TWO AMOUNTS. FUND DOES NOT BELIEVE THAT THE SWAPS THEY ENGAGE IN ARE SUBSTANTIALLY SIMILAR TO THE CONTIGENT DEFERRED SWAP IN 2002-35. HOWEVER DUE TO THE LACK OF CERTAINTY, THE FUND IS DISCLOSING THESETRANSACTIONS ON A PROCTECTIVE BASIS.EXPECTED TAX BENEFITS: FUND WILL ACCOUNT FOR THE SWAP(S) UNDER REG. SECTION 1.446-3. IT IS EXPECTED THAT PARTY A WILL RECOGNIZE SWAP EXPENSE DURING THE TERM OF THE SWAP(S) AND MAY RECOGNIZE SWAP INCOME, BUT ONLY AT THE MATURITY OR OTHER TERMINATION OF THE SWAP(S).ESTIMATED TAX BENEFITS: TAXPAYER IS A FUND WITH LIMITED PARTNERS. THE REGUALAR ACTIVITY AND PURPOSE OF THE FUNDS IS TO GENERATE A PRE-TAX ECONOMIC RATE OR RETURN. FUND GENERATES INCOME AND LOSS FROM ITS REGULAR ACTIVITY AND PROVIDES RELEVANT INFORMATION TO EACH PARTNER FOR PURPOSESOF FILING THIER RESPECTIVE TAX RETURN. A PARTNERS SHARE OF ANY INCOME OR LOSS FROM THE FUND IS AVAILABLE TO BE CLAIMED ON A PARTNERS TAX RETURN FOR 2012. PLEASE CONSULT YOUR TAX ADVISER.
GeneralExplanationAttachment/GeneralExplanation/Identifier0STATEMENT A
GeneralExplanationAttachment/GeneralExplanation/Identifier1STATEMENT B
GeneralExplanationAttachment/GeneralExplanation/Identifier2STATEMENT C
GeneralExplanationAttachment/GeneralExplanation/ReturnReference0FORM 8886
GeneralExplanationAttachment/GeneralExplanation/ReturnReference1FORM 8886
GeneralExplanationAttachment/GeneralExplanation/ReturnReference2FORM 8886
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4PERSHING - 4325
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5CMS STRUCTURED FUND III
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6DORCHESTER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7J LOWDER IRA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8MALCO COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9THE GADSDEN CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10WILSHIRE DIVERSIFIED MAP FUND - CONSERVATIVE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11WILSHIRE DIVERSIFIED MAP FUND - DIVERSIFIED
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12WILSHIRE DIVERSIFIED MAP FUND - OPPORTUNISTIC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13CHARLES SCHWAB TAX-EXEMPT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14MILLENIUM STRATEGIC CAPITAL II - MSSB TAX-EXEMPT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15OCH-ZIFF DOMESTIC PARTNERS - MSSB TAX-EXEMPT
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IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY021370005
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0THOMAS H LOWDER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1SUSAN A CARRINGTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2HEATHER ANNE LOWDER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3JAMES K LOWDER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT/TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDENT/SECRETARY
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3VICE PRESIDENT
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12PO BOX 52047
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13PO BOX 52047
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IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0PATHSTONE FAMILY OFFICE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04045920180
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 52047
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0ATLANTA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0GA
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IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0AL
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
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IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
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IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/ContributingManager0THOMAS H LOWDER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3100000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4150000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount525000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount6500000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount710000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount85000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount920000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1040290
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11240335
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1216800
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount13100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount14100000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15100000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SCHOOL OF NURSING JARMAN LOWDER ENDOWED SCHOLARSHIP AWARD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3RENOVATION PROJECT AT SACRED HEART
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4UNRESTRICTED SUPPORT FOR THE TRUSTEE GIVING INITIATIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5ANNUAL APPEAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6KEEPING PROMISES CAMPAIGN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7FOREVERMORE CAMPAIGN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10CAPITAL CAMPAIGN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution13FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution14JARMAN F. LOWDER ENDOWED SCHOLARSHIP IN NURSING
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution15FUND GENERAL PROGRAM EXPENDITURES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ALABAMA GRIEF SUPPORT SERVICES INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11APPALACHIA SERVICE PROJECT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12AUBURN UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13BENEDICTINE SISTERS OF CULLMAN ALABAMA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14BIRMINGHAM SOUTHERN COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15CATHOLIC CHARITIES APPEAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16CHILDREN'S HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17JOHN CARROLL CATHOLIC HIGH SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18ST BERNARD PREPARATORY SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19ST FRANCIS XAVIER CATHOLIC CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110ST ROSE ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111ST ROSE ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine112STEPPING UP ALABAMA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine113THE ALS ASSOCIATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine114UAB SCHOOL OF MEDICINE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine115UNITED WAY ALEXIS DE TOCQUEVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus11PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus12PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus13PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus14PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus15PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship10NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship11NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship12NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship13NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship14NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship15NONE

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,370,005
Liabilities
$0
Net assets
$21,370,005
Revenue
-
Expenses
$1,508,695
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.4$0.00$29.4$1.41$1.56$0.15
2023Detailed filing. Detailed filing data is available for this year.$27.7$0.01$27.7$0.86$1.39$0.53
2022Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$0.94$1.50$0.56
2021Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$5.09$1.51$3.58
2020Detailed filing. Detailed filing data is available for this year.$28.0$0.00$28.0$1.50$1.28$0.22
2019Detailed filing. Detailed filing data is available for this year.$25.6$0.00$25.6$1.24$1.10$0.14
2018Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$0.97$1.00$0.03
2017Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$1.06$0.91$0.15
2016Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$0.68$1.08$0.40
2015Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$1.99$0.91$1.08
2014Detailed filing. Detailed filing data is available for this year.$22.1$0.00$22.1$1.51$1.65$0.14
2013Summary only. Only limited summary data is available for this year.$22.8$0.00$2.15$1.57$0.57
2012Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$1.51
2011Summary only. Only limited summary data is available for this year.$19.4$0.00$5.22$2.55$2.67
2010Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$0.95