Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012
Name of foundation
The Caroline M Lowndes Foundation Inc
 

Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd   Room/suite
City or town, state, and ZIP code
Wilmington, DE198091377
A Employer identification number

26-0379209
B Telephone number (see instructions)

(800) 839-1754
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,305,015J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 76 76  
4 Dividends and interest from securities...... 76,422 76,422  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 145,391
b Gross sales price for all assets on line 6a 651,366
7 Capital gain net income (from Part IV, line 2)... 152,250
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 221,889 228,748  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,000     12,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 15,594 15,594    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 904 4    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,302     2,302
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 25,748     25,748
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 56,548 15,598   40,050
25 Contributions, gifts, grants paid........ 173,250 173,250
26 Total expenses and disbursements. Add lines 24 and 25 229,798 15,598   213,300
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -7,909
b Net investment income (if negative, enter -0-) 213,150
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 291,646 145,364 145,364
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 2,359,524 Click to see attachment2,531,132 3,338,736
c Investments—corporate bonds (attach schedule)........ 320,517 Click to see attachment287,282 291,161
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 500,000 Click to see attachment500,000 529,754
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,471,687 3,463,778 4,305,015
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 3,471,687 3,463,778
30 Total net assets or fund balances (see page 17 of the
instructions).................... 3,471,687 3,463,778
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,471,687 3,463,778
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 3,471,687
2 Enter amount from Part I, line 27a..................... 2 -7,909
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 3,463,778
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,463,778
Form 990-PF (2012)
Form 990-PF (2012)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 651,366   505,975 152,250
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       152,250
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 152,250
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2011 198,703 4,091,472 000.048565
2010 169,382 3,833,377 000.044186
2009 111,586 3,155,195 000.035366
2008 58,638 3,144,908 000.018645
2007 4,900 700,959 000.006990
2 Total of line 1, column (d) ...................... 2 000.153752
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 000.030750
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 4,196,135
5 Multiply line 4 by line 3....................... 5 129,031
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,132
7 Add lines 5 and 6......................... 7 131,163
8 Enter qualifying distributions from Part XII, line 4.............. 8 213,300
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,132
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 2,132
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,132
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 1,420
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Tax Paid Original Return: 1420 7 1,420
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 712
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet   Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletco Foundation Source Telephone no.bullet (800) 839-1754
    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2012?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2012.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    Caroline M Lowndes Pres / Dir / Sec
    005.00     		12,000    
    Foundation Source 501 Silverside Rd
    Wilmington,DE19809
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,520,342
    b
    Average of monthly cash balances.......................
    1b
    209,940
    c
    Fair market value of all other assets (see instructions)................
    1c
    529,754
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,260,036
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    4,260,036
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    63,901
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,196,135
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    209,807
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    209,807
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    2,132
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,132
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    207,675
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    207,675
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    207,675
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 Click to see attachment..........
    1a
    213,300
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    213,300
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    2,132
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    211,168
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 207,675
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 180,378
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008.......  
    c From 2009.......  
    d From 2010.......  
    e From 2011.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 213,300
    a Applied to 2011, but not more than line 2a 180,378
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount..... 32,922
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2012.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		174,753
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009....  
    c Excess from 2010....  
    d Excess from 2011....  
    e Excess from 2012....  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2012, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2012 (b) 2011 (c) 2010 (d) 2009
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    Caroline M Lowndes
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN ASSOC OF ROYAL ACADEMY TRUST
    555 MADISON AVE STE 1300
    NEW YORK,NY10022     		N/A 509a1 Patron Program 1,500
    CENTRAL PARK CONSERVANCY INC
    14 E 60TH ST FL 8
    NEW YORK,NY10022     		N/A 509a1 Conservators Program 10,000
    FRICK COLLECTION
    1 E 70TH ST
    NEW YORK,NY10021     		N/A 509a1 Contributing Fellow Membership Fund 2,500
    FRIENDS OF GUNSTON HALL
    10709 GUNSTON RD
    MASON NECK,VA22079     		N/A 509a1 Benefactor Fund 500
    FRIENDS OF SULGRAVE MANOR
    1200 MUTUAL BLDG
    RICHMOND,VA23219     		N/A 509a1 Sulgrave Society Fund 500
    FUND FOR PARK AVENUE NEW YORK INC
    445 PARK AVE STE 1000
    NEW YORK,NY10022     		N/A 509a1 Park Avenue Tree Lighting 1,000
    FUND FOR PARK AVENUE NEW YORK INC
    445 PARK AVE STE 1000
    NEW YORK,NY10022     		N/A 509a1 Planting Project 1,000
    GRASSROOT SOCCER INC
    PO BOX 712
    NORWICH,VT05055     		N/A 509a1 General Unrestricted 250
    INTL FOUNDATION FOR ART RESEARCH INC
    500 5TH AVE STE 935
    NEW YORK,NY10110     		N/A 509a2 IFAR Evenings Program 35,000
    JUNIOR LEAGUE OF THE CITY OF NEW YORK INC
    130 E 80TH ST
    NEW YORK,NY10075     		N/A 509a2 Annual Fund 500
    MARY BALDWIN COLLEGE
    318 PROSPECT ST
    STAUNTON,VA24401     		N/A 509a1 Annual Appeal 5,000
    METROPOLITAN OPERA ASSOCIATION INC
    LINCOLN CENTER
    NEW YORK,NY10023     		N/A 509a1 Sponsor Patron 5,000
    NATIONAL SOCIETY OF COLONIAL DAMES IN THE STATE OF NEW YORK
    215 E 71ST ST
    NEW YORK,NY10021     		N/A 509a1 Annual Fund 500
    NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA
    PO BOX 22127
    CHARLESTON,SC29413     		N/A 509a2 The Powder Magazine 500
    NEW YORK HISTORICAL SOCIETY
    170 CENTRAL PARK W
    NEW YORK,NY10024     		N/A 509a1 Chairmans Council 10,000
    NEW YORK HISTORICAL SOCIETY
    170 CENTRAL PARK W
    NEW YORK,NY10024     		N/A 509a1 WWII NYC Program 2,500
    PIERPONT MORGAN LIBRARY
    225 MADISON AVE
    NEW YORK,NY10016     		N/A 509a1 Patron Fellow Program 6,000
    ST JAMES EPISCOPAL CHURCH
    865 MADISON AVE
    NEW YORK,NY10021     		N/A 509a1 2012 Stewardship 30,000
    ST JAMES EPISCOPAL CHURCH
    865 MADISON AVE
    NEW YORK,NY10021     		N/A 509a1 Capital Campaign 50,000
    THE ANIMAL MEDICAL CENTER
    510 E 62ND ST 2ND FL
    NEW YORK,NY10065     		N/A 509a2 General Unrestricted 5,000
    THE METROPOLITAN MUSEUM OF ART
    1000 5TH AVE
    NEW YORK,NY10028     		N/A 509a1 Annual Appeal 1,000
    VANDERBILT UNIVERSITY
    VU STA B 357754
    NASHVILLE,TN37235     		N/A 509a1 Owen Graduate School of Management 5,000
    Total .................................bullet 3a 173,250
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 76  
    4 Dividends and interest from securities....     14 76,422  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 145,391  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   221,889  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13221,889
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID: 12000057
    Software Version: 12.13.328.3
    Part VI Line 7 - Tax Paid Original Return: 1420


    Form 990PF - Special Condition Description:
    Special Condition Description

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2012 GainLossSaleOtherAssetsSch
    Name:
    The Caroline M Lowndes Foundation Inc
    EIN: 26-0379209
    Software ID:12000057
    Software Version:12.13.328.3
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Publicly-traded Securities         651,366 505,975     145,391  

    TY 2012 GeneralExplanationAttachment
    Name:
    The Caroline M Lowndes Foundation Inc
    EIN: 26-0379209
    Software ID:12000057
    Software Version:12.13.328.3
    Identifier Return Reference Explanation

    TY 2012 InvestmentsCorpBondsSchedule
    Name:
    The Caroline M Lowndes Foundation Inc
    EIN: 26-0379209
    Software ID:12000057
    Software Version:12.13.328.3
    Name of Bond End of Year Book Value End of Year Fair Market Value
    3M CO NT - 4.375 - 08/15/2013 42,880 41,023
    CATERPILLAR INC NT - 5.700 - 08/15/2016 37,588 40,604
    GENERAL ELEC CAP CORP MTN BE 5.62500 05/01/2018 47,542 47,438
    ORACLE CORP - 5.250 - 01/15/2016 36,768 39,606
    PEPSICO INC SR NT - 4.650 - 02/15/2013 43,198 40,194
    WALMART STORES INC. NOTE - 4.550 - 05/01/2013 42,898 40,551
    WELLS FARGO COMPANY BOND 05.62500 12/11/2017 36,408 41,745

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    The Caroline M Lowndes Foundation Inc
    EIN: 26-0379209
    Software ID:12000057
    Software Version:12.13.328.3
    Name of Stock End of Year Book Value End of Year Fair Market Value
    140 shares of ADVANCE AUTO PARTS INC 5,484 10,129
    1239 shares of AETNA INC. NEW 39,846 57,377
    335 shares of ALLIANCE DATA SYSTEM CORP 19,026 48,495
    375 shares of ALTERA CORPORATION 7,084 12,896
    232 shares of AMERICAN TOWER REIT INC 8,446 17,927
    191 shares of AMERIPRISE FINANCIAL INC 10,213 11,962
    238 shares of AMERISOURCEBERGEN CORP 8,755 10,277
    456 shares of AMETEK INC. 7,120 17,132
    143 shares of AMPHENOL CORPORATION 6,476 9,252
    625 shares of ANADARKO PETROLEUM CORP 40,923 46,444
    225 shares of ANSYS INC. 8,749 15,152
    405 shares of APACHE CORPORATION 35,358 31,793
    172 shares of APPLE INC. 61,988 91,533
    835 shares of AUTOMATIC DATA PROCESSING INC. 28,878 47,537
    256 shares of AUTONATION INC 9,338 10,163
    70 shares of AUTOZONE INC 8,429 24,810
    325 shares of AVAGO TECHNOLOGIES LIMITED 7,518 10,286
    729 shares of B M C SOFTWARE 34,086 28,883
    1736 shares of BANK OF AMERICA CORP 23,358 20,155
    254 shares of BED BATH BEYOND INC. 9,021 14,201
    106 shares of BLACKROCK INC 17,128 21,911
    186 shares of BROWN FORMAN CORP CL B 6,896 11,765
    340 shares of CARDTRONICS INC 9,959 8,072
    298 shares of CATAMARAN CORP 7,735 14,036
    236 shares of CELANESE CORPORATION 7,777 10,509
    65 shares of CHARTER COMMUNICATIONS 4,910 4,956
    893 shares of CHECK POINT SOFTWARE TECHNOLOGIES LTD 38,030 42,543
    228 shares of CHURCH DWIGHT COMMON 6,774 12,214
    2180 shares of CISCO SYSTEMS INC 48,741 42,835
    856 shares of CITIGROUP INC 37,845 33,863
    315 shares of CME GROUP, INC 16,738 15,961
    374 shares of COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION - CLASS 11,973 27,631
    960 shares of COMCAST CORP CL A 16,455 35,866
    118 shares of CONCHO RESOURCES INC 5,734 9,506
    630 shares of COVIDIEN LTD 29,429 36,376
    9061 shares of CRM MID CAP VALUE FUND 231,848 278,910
    1120 shares of CROWN HOLDINGS INC 39,454 41,227
    625 shares of CVS CAREMARK CORP. 25,816 30,219
    735 shares of DANAHER CORP 27,110 41,087
    123 shares of DAVITA INC COMMON 7,502 13,595
    305 shares of DICKS SPORTING GDS 9,079 13,874
    125 shares of DIGITAL RLTY TR INC 6,012 8,486
    211 shares of DISCOVERY COMMUNICATIONS, INC - SERIES C COMMON ST 6,936 12,344
    404 shares of DOLLAR TREE INC. 4,727 16,386
    143 shares of DOVER CORP 5,995 9,397
    1185 shares of EMC CORP-MASS 28,491 29,981
    301 shares of EQT CORPORATION 10,996 17,753
    70 shares of EQUINIX, INC. 6,177 14,434
    936 shares of EXPRESS SCRIPTS HOLDING CO. 38,410 50,544
    200 shares of F M C CP 7,522 11,704
    738 shares of FIDELITY NATIONAL INFORMATION SERVICES INC 18,089 25,690
    2000 shares of FIDUCIARY CLAYMORE MLP OPP FD 23,900 43,540
    750 shares of FISERV INC 30,711 59,272
    118 shares of FLUOR CORP NEW 6,240 6,931
    306 shares of FOOT LOCKER INC N.Y. COM 9,606 9,829
    1750 shares of FORD MOTOR COMPANY 25,289 22,663
    19588 shares of FRANKLIN HIGH INCOME FUND ADVISOR CLASS 27,619 40,939
    715 shares of FREEPORT-MCMORAN COPPER GOLD INC. 24,823 24,453
    291 shares of GAMESTOP CORP 6,913 7,301
    2530 shares of GENERAL ELECTRIC CO 81,597 53,105
    71 shares of GOOGLE INC CL A 39,415 50,224
    74 shares of GRAINGER W W INC. 6,331 14,975
    947 shares of H.J. HEINZ COMPANY 35,956 54,622
    445 shares of HEALTHSOUTH CP 9,005 9,394
    126 shares of HUMANA INC 5,435 8,647
    60 shares of IHS INC 6,000 5,760
    74 shares of INTERCONTINETALEXCHANGE INC 6,889 9,162
    35 shares of INTUITIVE SURGICAL, INC. 11,576 17,163
    425 shares of JOHNSON JOHNSON 28,963 29,793
    83 shares of JONES LANG LASALLE 2,700 6,967
    1055 shares of JP MORGAN CHASE CO 38,272 46,387
    182 shares of KANSAS CITY SOUTHERN 6,613 15,193
    990 shares of KINDER MORGAN INC 33,177 34,977
    123 shares of LANDSTAR SYSTEM 5,050 6,453
    229 shares of LINEAR TECHNOLOGY CORP 6,899 7,855
    330 shares of MARRIOTT INTERNATIONAL INC. CL A 11,174 12,299
    470 shares of MCDONALDS CORP 36,607 41,459
    127 shares of MCKESSON CORP 4,915 12,314
    190 shares of MEDNAX, INC. 12,208 15,109
    862 shares of MERCK CO INC. 24,081 35,290
    500 shares of MICROCHIP TECHNOLOGY INC. 15,186 16,295
    1760 shares of MICROSOFT CORPORATION 44,447 47,009
    98 shares of MOHAWK INDS INC 6,777 8,866
    386 shares of MOLEX INCORPORATED 7,972 10,549
    260 shares of MONSTER BEVERAGE CORP 4,067 13,738
    91 shares of MSC INDUSTRIAL DRCT 4,788 6,860
    485 shares of NETAPP, INC. 18,099 16,272
    350 shares of NIKE INC-CL B 8,642 18,060
    90 shares of NOBLE ENERGY INC. 7,587 9,157
    1735 shares of ORACLE CORP 32,338 57,809
    76 shares of PANERA BREAD CO. CL. A. 6,169 12,071
    392 shares of PEPSICO INC 26,329 26,825
    250 shares of PETSMART INC. COM 6,304 17,085
    611 shares of PG E CORP 25,828 24,550
    104 shares of PIONEER NAT RES CO 10,819 11,085
    420 shares of PRAXAIR INC. 30,275 45,969
    38 shares of PRECISION CASTPARTS 3,242 7,198
    1467 shares of QEP RESOURCES INC 41,428 44,406
    66 shares of RANGE RESOURCES CORP DEL 4,168 4,147
    1215 shares of REPUBLIC SVCS INC. 33,620 35,636
    146 shares of RESMED INC 5,983 6,069
    340 shares of RIVERBED TECHNOLOGY, INC. 4,860 6,705
    311 shares of ROCKWOOD HOLDINGS INC 6,460 15,382
    127 shares of ROPER INDUSTRIES NEW COMMON 6,732 14,158
    234 shares of ROSS STORES, INC. 14,588 12,657
    337 shares of SALLY BEAUTY HLDG 6,664 7,943
    145 shares of SBA COMMUNICATIONS 6,378 10,292
    193 shares of SHIRE PLC 12,292 17,791
    415 shares of SKYWORKS SOLUTIONS, INC 9,157 8,425
    855 shares of SPECTRA ENERGY CORP-W/I 20,063 23,410
    290 shares of ST. JUDE MED INC. 11,523 10,481
    120 shares of STERICYCLE INC 6,972 11,194
    535 shares of STRYKER CORPORATION 25,630 29,329
    176 shares of T. ROWE PRICE ASSOCIATES 9,256 11,461
    755 shares of TARGET CORPORATION 33,749 44,673
    190 shares of TIMKEN CO COM 8,823 9,088
    424 shares of TJX COMPANIES INC 10,419 17,999
    3111 shares of TORTOISE ENERGY CAP CORP 29,045 88,569
    104 shares of TRACTOR SUPPLY CO COM 8,888 9,189
    170 shares of TRIUMPH GROUP INC 6,600 11,101
    130 shares of UNION PACIFIC 14,378 16,344
    545 shares of UNITED TECHNOLOGIES CORP 42,129 44,695
    820 shares of UNITEDHEALTH GROUP INC. 20,733 44,477
    585 shares of US BANCORP DEL NEW 19,499 18,685
    196 shares of V F CORP 16,057 29,590
    429 shares of VANTIV INC - CLASS A 8,830 8,760
    165 shares of VISA INC 12,096 25,011
    950 shares of WALGREEN CO 25,751 35,160
    1444 shares of WELLS FARGO CO. 38,795 49,356
    144 shares of WEX INC 10,182 10,853
    75 shares of WHIRLPOOL CORP 7,348 7,631
    190 shares of WHITING PETROLEUM CORP 10,657 8,240
    1780 shares of WILLIAMS COS 34,162 58,276

    TY 2012 InvestmentsOtherSchedule2
    Name:
    The Caroline M Lowndes Foundation Inc
    EIN: 26-0379209
    Software ID:12000057
    Software Version:12.13.328.3
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LIGHTHOUSE GLOBAL LONG/SHORT FUND LIMITED   500,000 529,754

    TY 2012 OtherExpensesSchedule
    Name:
    The Caroline M Lowndes Foundation Inc
    EIN: 26-0379209
    Software ID:12000057
    Software Version:12.13.328.3
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 22,028     22,028
    State or Local Filing Fees 25     25
    Membership Renewal Fees 2,695     2,695
    Voluntary Dues 1,000     1,000


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    The Caroline M Lowndes Foundation Inc
    EIN: 26-0379209
    Software ID:12000057
    Software Version:12.13.328.3
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 15,594 15,594    


    TY 2012 TaxesSchedule
    Name:
    The Caroline M Lowndes Foundation Inc
    EIN: 26-0379209
    Software ID:12000057
    Software Version:12.13.328.3
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Estimated Tax for 2012 900      
    Foreign Tax Paid 4 4